TAMPA BAY PARTNERSHIP FOR REGIONAL ECONOMIC DEVELOPMENT INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TAMPA BAY PARTNERSHIP FOR REGIONAL ECONOMIC DEVELOPMENT INC (EIN 59-3248071)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-04-05
- IRS object ID
- 201430959349300408
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-05T11:12:05-07:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Natherson & Company PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 Glengary Street Floor 2 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 342313694 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593248071 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tampa Bay Partnership For Regional | BusinessNameLine1 |
| Business Name Line2 | Economic Development | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TAMP | NameControl |
| Phone | 8138782208 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 W Cypress Street | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stuart L Rogel | Name |
| Title | President | Title |
| Date Signed | 2014-04-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick L Gallagher CPA | Name |
| PTIN | P00044586 | PTIN |
| Phone | 9419231881 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2153802 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.tampabay.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | The Tampa Bay Partnership is a regional organization that works with its partners to market the region nationally and internationally, to conduct regional research and coordinate efforts to influence business and address government issues that impact economic growth. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 62 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 57 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2470148 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2128061 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23922 | InvestmentIncomePriorYear |
| Investment Income Current Year | 25741 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 70000 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2564070 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2153802 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1342190 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1360494 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 991542 | OtherExpensePriorYear |
| Other Expenses Current Year | 582129 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2333732 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1942623 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 230338 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 211179 | RevenuesLessExpensesCY |
| Total Assets BOY | 1906687 | TotalAssetsBOY |
| Total Assets EOY | 1846048 | TotalAssetsEOY |
| Total Liabilities BOY | 793076 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 521258 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1113611 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1324790 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Tampa Bay Partnership is a regional organization that works with its partners to market the region nationally and internationally, to conduct regional research and coordinate efforts to influence business and address government issues that impact economic growth. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | Transportation focuses on activities to enhance the region's transportation infrastructure. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Public policy advocates for community development issues including transportation, water, healthcare, workforce, technology, education and works with the Bay Area Legislative Delegation for regional influence. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Regional Business Plan initiative incorporates a strategic plan that identifies opportunities for job growth, increasing Gross Regional Product and wealth creation. The plan identifies target sectors and strategies to grow jobs through attraction of new, expansion of extant, and incubation of nascent business and builds positive business perceptions of the Tampa Bay market | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 62 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 57 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Stuart L Rogel | NamePerson |
| Telephone Number | 8138782208 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 W Cypress Street Suite 700 | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (64 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Jeanmarie Milla | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Rick Homans | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Paul Tash | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Barry Shevlin | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| David Petr | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| James P Sampey | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| John Ramil | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Tod Leiweke | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Brian Ford | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Liz Mason | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Peter Marmerstein | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| James Themides | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Judy Genshaft | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| T David Lewis | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Diana Baker | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Marty Lanahan | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Karen Seel | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Joseph Lopano | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Ed Hunzeker | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Matthew Silverman | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Adam Goodman | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Alex Glenn | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Robert L McCann Jr | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Charles Sykes | |||||||
| Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X |
| Michele Baker | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Sharon Hillstrom | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Bill Barker | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| John Harding | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MaryEllen Elia | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Daniel E Borasch | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Barry Alpert | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Mark Sharpe | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Robert Fisher | |||||||
| Vice Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Chuck Warrington | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Alec Cunningham | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| George Cretekos | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Harry Costello | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Jack A Kolosky | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Colleen Chappell | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Mike McHugh | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Bob Buckhorn | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Gow Fields | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Carol Austin CAE | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Peter Jones | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Rhea Law | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Randy Berridge | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Mike Smith | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| Joseph C Meek III | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| W Mark Watson | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| James Burkhart | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Mark Huey | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Todd Timmerman | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Paolo Schifino | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Don Taylor | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| Gary Sasso | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Allen Brinkman | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| David Pizzo | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Dotty Bollinger | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Stephen Mason | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| John Tomlin | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Andrew Hall | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Johnathan Ellen MD | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Kelly Kavanagh | |||||||
| CFO | 40.00 | 0.00 | 105338 | 0 | 23603 | X | |
| Stuart L Rogel | |||||||
| President | 40.00 | 0.00 | 355030 | 0 | 103935 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 460368 | TotalReportableCompFromOrg |
| Total Other Compensation | 127538 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Victory Group Inc | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 Hillshire Road | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Media services | DescriptionOfServices |
| Compensation | 269540 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 2103000 | MembershipDues |
| All Other Contributions | 25061 | AllOtherContributions |
| Total Contributions | 2128061 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25741 | TotalRevenueColumn |
| Exclusion | $25,741 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2153802 | TotalRevenueColumn |
| Exclusion | $25,741 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460368 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525554 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74829 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209310 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90433 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10985 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11436 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3622 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118925 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23588 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135089 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1019 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15597 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| Property Taxes | 3768 |
| Leadership Programs | 33616 |
| Public Policy & Advocacy | 57989 |
| Regional Business Development | 157515 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8807 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1942623 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209542 | BOY |
| EOY | 99103 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 831016 | BOY |
| EOY | 912688 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88750 | BOY |
| EOY | 66000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30250 | BOY |
| EOY | 8100 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234337 | BOY |
| EOY | 176454 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8221 | BOY |
| EOY | 16716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 408263 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 130360 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251517 | BOY |
| EOY | 277903 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246742 | BOY |
| EOY | 284265 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6000 | BOY |
| EOY | 4819 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1906687 | BOY |
| EOY | 1846048 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494095 | BOY |
| EOY | 185135 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
| EOY | 32900 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246742 | BOY |
| EOY | 284265 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27239 | BOY |
| EOY | 18958 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793076 | BOY |
| EOY | 521258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1113611 | BOY |
| EOY | 1324790 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1113611 | BOY |
| EOY | 1324790 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1906687 | BOY |
| EOY | 1846048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 211179 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 Pol Filed | false | Form1120PolFiled |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
| Dues Assessments | 2103000 | DuesAssessments |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 33903 | InvestmentCostOrOtherBasis |
| Depreciation | 10523 | Depreciation |
| Book Value | 23380 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 144953 | InvestmentCostOrOtherBasis |
| Depreciation | 102162 | Depreciation |
| Book Value | 42791 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 229407 | InvestmentCostOrOtherBasis |
| Depreciation | 17675 | Depreciation |
| Book Value | 211732 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 277903 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 284265 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital leases payable | Description |
| Amount | $18,958 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18958 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | FASB ASC (Accounting Standards Codification) No. 740, Accounting for Uncertainty in Income Taxes, requires that the Partnership recognize in the financial statements the impact of a tax position, if that position is more likely than not of being sustained on audit, based on the technical merits of the position. The Partnership has not recognized any respective liability for unrecognized tax benefits as it has no known tax positions that would subject the Partnership to any material income tax exposure. A reconciliation of the beginning and ending amount of unrecognized tax benefits is not included, nor is there any interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses as there are no unrecognized tax benefits.Under Financial Accounting Standards Board's (the "FASB") Accounting Standards Codification 740, an entity's income tax returns are subject to examination by the applicable taxing authorities. The time period during which a return may be selected by a taxing authority for examination generally ends at the later of three years after the initial due date of the return or three years after the return is filed. At September 30, 2013, the Partnership's fiscal years that remain subject to examination are 2012, 2011, and 2010. |
| Part IV, Line 2b | Part IV, Line 2b: Explanation of escrow account liability | 457(f)Plan - The Partnership sponsors a non-qualified deferred compensation plan pursuant to Section 457(f) of the IRC for the Benefit of the Partnership's President. The plans was approved April 12, 2012 with an effective date of January 1, 2012 and contains forfeiture provisions. Each plan year, commencing with January 2013 and continuing through January 2015, the Partnership shall contribute the deferred bonus it awards to the President pursuant to the terms of his employment agreement provided that the President has not incurred a separation from service prior to such date. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Stuart L Rogel | NamePerson |
| Title | President | Title |
| Base Compensation Filing Org | 243750 | BaseCompensationFilingOrg |
| Bonus Filing Org | 76000 | BonusFilingOrg |
| Other Compensation Filing Org | 35280 | OtherCompensationFilingOrg |
| Deferred Comp Filing Org | 57680 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 46255 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 458965 | TotalCompensationFilingOrg |
| Comp Report Prior990 Filing Org | 30000 | CompReportPrior990FilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | Part I, Line 1A: The Partnership maintains a membership in a social club for the President & CEO to allow him to assist the Partnership in futhering its exempt purpose. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The taxpayer does not make its conflict of interest policy, governing documents or financial statements available to the public, but will provide anyone with a copy of its 990 upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation of all other employees, including key employees, is determined by the President / CEO based upon a review of comparable compensation prepared by the CFO. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The CEO's compensation is determined by the compensation committee per the Executive Compensation Program Policy Guide adopted in 2009 by the Board of Directors. The committee reviews comparable compensation prepared by an independent compensation consultant. Compensation is then determined by the committee and reduced to a written contract based upon the committee's recommendations. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | A conflict of interest statement is signed annually by officers and directors |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is reviewed by the Audit Committee and a copy is made available to the Executive Committee prior to filing the return with the IRS. |
| Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Investment LevelsThe Tampa Bay Partnership is funded by annual investor memberships, grants and sponsorships. Investment levels range from $5,000 to $50,000. An investment level is recommended to prospective members based primarily on the number of employees in the Tampa Bay region and compared to other investors from the same industry. Council of Governors ($50,000 +) The Council of Governors establishes the Tampa Bay Partnership's strategic direction, prioritizes initiatives, and measures the effectiveness of the organization and plays a key role in public policy and advocacy.Board of Directors ($25,000 +)Board of Directors guides implementation of organizational strategies, provides accountability to stakeholders, approves annual budget and provides fiduciary control and responsibility.Market Makers ($10,000 +)Market Makers engage in the Partnership's activities to help unify our regional voice and implement our key regional initiatives.Advisors ($5,000 +)Advisors work with other Partnership investors and leadership to ensure the Tampa Bay region continues to provide the best opportunities for businesses and citizens of our region. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | One Board member serves on the Board of another not-for-profit organization, of which a second Board member is the President. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Leadership Now focuses on developing the fiscal and volunteer resources needed for continued success of the Organization. The primary goal of the department is to generate financial funding to support the economic development efforts of the Organization and to significantly increase intellectual capital of the Organization by actively engaging leaders in the Partnership. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tampa Bay Ptshp for Regional Research | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 W Cypress Street 700 | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593414776 | EIN |
| Primary Activities | Research and education | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 501(c)(3) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tampa Bay Ptshp for Regional Research | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | o | TransactionType |
| Amount Involved | 235263 | AmountInvolved |
| Method Of Amt Determination | Allocation | MethodOfAmtDetermination |