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Nonprofiteer
← H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC

Form 990 for tax year 2024

Filed by H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC.

Totals

Total revenue
$322,301,135
Total expenses
$369,098,342
Contributions and grants received
$288,679,102
Grants paid
$6,006,968
Program service revenue
$21,119,040
Investment income
$8,136,728
Other revenue
$4,366,265
Total assets, end of year
$3,061,188,684
Total liabilities, end of year
$1,459,191,723
Net assets or fund balances, end of year
$1,601,996,961
Program services expenses (Part IX)
$232,845,052
Management and general expenses
$136,253,290
Fundraising expenses
$0
Program service expenses (Part III)
$232,845,052

Program services were 63.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $36,806,450

  • 1e · Government grants (contributions)

    $182,886,277

  • 1f · All other contributions, gifts and grants

    $68,986,375

  • 1g · Noncash contributions included above

    $18,267,905

  • 2a · Program service revenue: CORE LAB REVENUE

    total $8,832,041 · related or exempt $8,832,041 · unrelated business $0

  • 2b · Program service revenue: MANAGEMENT SERVICES

    total $6,780,984 · related or exempt $0 · unrelated business $6,780,984

  • 2c · Program service revenue: CELL THERAPY PRODUCTS

    total $3,974,827 · related or exempt $3,570,401 · unrelated business $404,426

  • 2d · Program service revenue: CLINICAL TRIAL COLLABORATION REVE

    total $500,000 · related or exempt $500,000

  • 2e · Program service revenue: RESEARCH COLLABORATION

    total $467,750 · related or exempt $218,000 · unrelated business $249,750

  • 2f · All other program service revenue

    total $563,438 · related or exempt $563,438

  • 3 · Investment income

    total $25,678,388 · unrelated business -$262,336 · excluded $25,940,724

  • 4 · Income from investment of tax-exempt bond proceeds

    total $4,004,904 · related or exempt $4,004,904

  • 6a · Gross rents

    real property $447,803

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $447,803

  • 6d · Net rental income or loss

    total $447,803 · unrelated business $121,139 · excluded $326,664

  • 7a · Gross sales of assets other than inventory

    securities $240,191,366 · other assets $101,438

  • 7b · Less cost or other basis and sales expenses

    securities $261,800,600 · other assets $38,768

  • 7c · Gain or loss

    securities -$21,609,234 · other assets $62,670

  • 7d · Net gain or loss

    total -$21,546,564 · excluded -$21,546,564

  • 11a · Other revenue: PARKING

    total $1,595,753 · excluded $1,595,753

  • 11b · Other revenue: REBATES

    total $1,032,867 · excluded $1,032,867

  • 11c · Other revenue: LICENSE FEES

    total $835,353 · excluded $835,353

  • 11d · All other revenue

    total $454,489 · excluded $454,489

  • 11e · Other revenue, total

    $3,918,462

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,442,103 · program services $5,442,103

  • 3 · Grants to foreign organizations and individuals

    total $564,865 · program services $564,865

  • 5 · Compensation of officers, directors and key employees

    total $17,271,700 · program services $14,654,865 · management and general $2,616,835

  • 6 · Compensation of disqualified persons

    total $974,002 · program services $826,431 · management and general $147,571

  • 7 · Other salaries and wages

    total $169,404,290 · program services $117,778,798 · management and general $51,625,492

  • 8 · Pension plan contributions

    total $9,257,530 · program services $6,569,791 · management and general $2,687,739

  • 9 · Other employee benefits

    total $16,636,408 · program services $12,980,482 · management and general $3,655,926

  • 10 · Payroll taxes

    total $11,124,828 · program services $7,725,730 · management and general $3,399,098

  • 11b · Fees: legal

    total $2,571,254 · management and general $2,571,254

  • 11c · Fees: accounting

    total $72,179 · management and general $72,179

  • 11d · Fees: lobbying

    total $96,675 · management and general $96,675

  • 11f · Fees: investment management

    total $1,858,059 · management and general $1,858,059

  • 11g · Fees: other

    total $39,865,799 · program services $18,542,378 · management and general $21,323,421

  • 12 · Advertising and promotion

    total $4,258,186 · program services $140,800 · management and general $4,117,386

  • 13 · Office expenses

    total $28,732,447 · program services $18,777,988 · management and general $9,954,459

  • 14 · Information technology

    total $15,011,398 · program services $1,812,295 · management and general $13,199,103

  • 16 · Occupancy

    total $4,398,010 · program services $59,479 · management and general $4,338,531

  • 17 · Travel

    total $4,805,924 · program services $1,576,821 · management and general $3,229,103

  • 20 · Interest

    total $1,445,310 · management and general $1,445,310

  • 22 · Depreciation, depletion and amortization

    total $15,802,937 · program services $521,944 · management and general $15,280,993

  • 23 · Insurance

    total $318,818 · management and general $318,818

  • 24a · Other expenses: INCOME TAX EXPENSE

    total $841,551 · program services $0 · management and general $841,551

  • 24b · Other expenses: ALLOCATION OF INTERCOMP

    total $0 · program services $10,987,339 · management and general -$10,987,339

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $6,883,173 · program services $6,883,352 · management and general -$179

  • 24d · Other expenses: RECRUITMENT

    total $2,297,502 · program services $1,500,037 · management and general $797,465

  • 24e · All other expenses

    total $9,163,394 · program services $5,499,554 · management and general $3,663,840

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $376,455,271 · end of year $338,683,537

  • 2 · Savings and temporary cash investments

    beginning of year $708,497,254 · end of year $639,360,067

  • 3 · Pledges and grants receivable

    beginning of year $30,821,585 · end of year $32,212,013

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,906,151 · end of year $37,106,969

  • 10a · Land, buildings and equipment: cost or other basis

    $2,026,028,754

  • 10b · Land, buildings and equipment: accumulated depreciation

    $674,079,579

  • 10c · Land, buildings and equipment, net

    beginning of year $1,101,753,056 · end of year $1,351,949,175

  • 11 · Investments: publicly traded securities

    beginning of year $419,470,040 · end of year $466,427,408

  • 12 · Investments: other securities

    beginning of year $15,878,300 · end of year $12,565,935

  • 15 · Other assets

    beginning of year $179,178,915 · end of year $182,883,580

  • 17 · Accounts payable and accrued expenses

    beginning of year $200,646,922 · end of year $217,333,143

  • 19 · Deferred revenue

    beginning of year $606,425 · end of year $463,858

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,174,013,346 · end of year $1,153,835,200

  • 25 · Other liabilities

    beginning of year $80,455,947 · end of year $87,559,522

  • 27 · Net assets without donor restrictions

    beginning of year $1,298,767,266 · end of year $1,490,150,918

  • 28 · Net assets with donor restrictions

    beginning of year $109,470,666 · end of year $111,846,043

Mission and programs · 2024

Mission

TO PROMOTE AND SUPPORT MOFFITT SUBSIDIARIES THROUGH RESEARCH, MANAGEMENT, AND OTHER MEANS OF SUPPORT.

Activities or mission (Part I)

TO PROMOTE AND SUPPORT THROUGH RESEARCH, MANAGEMENT AND OTHER MEANS OF SUPPORT.

  • THE H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS ARECOGNIZED LEADER IN FOCUSED, INNOVATIVE CANCER RESEARCH, A MAJORREGIONAL ONCOLOGY REFERRAL CENTER, AND A NATIONAL CANCER INSTITUTE DESIGNATED COMPREHENSIVE CANCER CENTER.SEE SCHEDULE O FOR CONTINUATIONBASED ON ITS SINGULAR MISSION - TO CONTRIBUTE TO THE PREVENTION ANDCURE OF CANCER - THE CANCER CENTER'S RESEARCH ACTIVITIES RELATEPRIMARILY TO THE AREAS OF BASIC SCIENCE, CANCER PREVENTION AND CONTROL, TRANSLATIONAL SCIENCE, PRE-CLINICAL AND CLINICAL INVESTIGATIONS, AND PROVIDING MANAGEMENT AND OTHER SUPPORT SERVICES AS THE SOLE CORPORATE MEMBER AND PARENT FOR THE FOLLOWING SUBSIDIARY CORPORATIONS:H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. (THE HOSPITAL) WHICH PROVIDES MEDICAL AND HOSPITAL CARE, MEDICAL EDUCATION AND TRAINING, AND CLINICAL (PATIENT-RELATED) RESEARCH IN MAINTAINING HEALTH, AND PREVENTING, DETECTING, AND TREATING CANCER;H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCERSCREENING CENTER, INC. (MOFFITT MEDICAL GROUP) WHICH EMPLOYS ANDMANAGES PHYSICIANS AND OTHER MEDICAL PROFESSIONALS WHO STAFF THEHOSPITAL, AND PROVIDE CLINICAL RESEARCH SERVICES TO THE CANCER CENTER; H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. (THE FOUNDATION) WHICH IS THE PRINCIPAL FUND-RAISING ORGANIZATION FOR THE CANCER CENTER AND ITS SUBSIDIARIES.; MOFFITT REAL ESTATE HOLDING CORPORATION WHICH HOLDS THE REAL ESTATE TITLE TO THE 775 ACRE "SPEROS" RESEARCH CAMPUS CURRENTLY BEING CONSTRUCTED IN PASCO COUNTY, FL; AND MOFFITT LIFESCIENCES CAMPUS MANAGEMENT CORPORATION WHICH WILL BE THE GROUND LESSEE OF THE SPEROS PROPERTY.THE CANCER CENTER'S MULTIDISCIPLINARY CLINICAL PROGRAM STRUCTURE AND OPEN LABORATORY ARCHITECTURE PROVIDE AN ENVIRONMENT CONDUCIVE FOR TRAINING FUTURE SCIENTIFIC AND CLINICAL LEADERS IN ONCOLOGY, AND REFLECT THE CANCER CENTER'S COMMITMENT TO COLLABORATION IN ALL ASPECTS OF CANCER RESEARCH.

    Expenses $232,845,052 · Grants $6,006,968 · Revenue $21,119,040

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Patrick Hwu

    PRES/CEO

    Total calculated
    $2,243,616
    From this org
    $1,903,993
    From related orgs
    $0
    Other
    $339,623
    Hours/week
    43 + 17 related

    Schedule J breakdown matched by us

    Base
    $1,247,352
    Bonus
    $647,371
    Other
    $9,270
    Deferred
    $339,029
    Nontaxable benefits
    $4,313
    Filer's total
    $2,247,335
  • Sarabdeep Singh

    EVP COO

    Total calculated
    $1,315,157
    From this org
    $1,103,924
    From related orgs
    $0
    Other
    $211,233
    Hours/week
    18 + 40 related

    Schedule J breakdown matched by us

    Base
    $783,339
    Bonus
    $315,683
    Other
    $4,902
    Deferred
    $176,750
    Nontaxable benefits
    $39,576
    Filer's total
    $1,320,250
  • John Cleveland

    EVP-CENTER DIRECTOR & CSO

    Total calculated
    $1,204,184
    From this org
    $1,014,762
    From related orgs
    $0
    Other
    $189,422
    Hours/week
    55 + 2 related

    Schedule J breakdown matched by us

    Base
    $703,457
    Bonus
    $247,614
    Other
    $63,691
    Deferred
    $155,104
    Nontaxable benefits
    $43,134
    Filer's total
    $1,213,000
  • G Douglas Letson

    FRM EVP-PIC TO 6/2024

    Total calculated
    $1,186,546
    From this org
    $0
    From related orgs
    $1,024,022
    Other
    $162,524
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,904 related
    Bonus
    $0 + $315,752 related
    Other
    $0 + $95,366 related
    Deferred
    $0 + $140,783 related
    Nontaxable benefits
    $0 + $27,025 related
    Filer's total
    $0 + $1,191,830 related
  • L David De La Parte

    FRM EVP GEN COUN/ASST SEC TO 6/2024

    Total calculated
    $1,042,186
    From this org
    $800,163
    From related orgs
    $0
    Other
    $242,023
    Hours/week
    22 + 36 related

    Schedule J breakdown matched by us

    Base
    $462,966
    Bonus
    $277,241
    Other
    $59,956
    Deferred
    $215,205
    Nontaxable benefits
    $29,660
    Filer's total
    $1,045,028
  • Joanna Weiss

    EVP-CFO & ASST TREASURER

    Total calculated
    $972,388
    From this org
    $833,387
    From related orgs
    $0
    Other
    $139,001
    Hours/week
    22 + 38 related

    Schedule J breakdown matched by us

    Base
    $563,868
    Bonus
    $236,792
    Other
    $32,727
    Deferred
    $105,118
    Nontaxable benefits
    $37,521
    Filer's total
    $976,026
  • Jonathan Zager

    CHIEF ACADEMIC OFFICER

    Total calculated
    $961,336
    From this org
    $0
    From related orgs
    $817,724
    Other
    $143,612
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $653,062 related
    Bonus
    $0 + $160,540 related
    Other
    $0 + $4,122 related
    Deferred
    $0 + $110,294 related
    Nontaxable benefits
    $0 + $37,856 related
    Filer's total
    $0 + $965,874 related
  • James J Mulay

    ACD TRANSLATIONAL RSCH

    Total calculated
    $862,767
    From this org
    $766,265
    From related orgs
    $0
    Other
    $96,502
    Hours/week
    55 + 2 related

    Schedule J breakdown matched by us

    Base
    $507,519
    Bonus
    $216,421
    Other
    $42,325
    Deferred
    $74,761
    Nontaxable benefits
    $29,639
    Filer's total
    $870,665
  • John Jack McKenna

    EVP-CHIEF HR OFF AS OF 7/2024

    Total calculated
    $778,675
    From this org
    $695,457
    From related orgs
    $0
    Other
    $83,218
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $520,837
    Bonus
    $167,096
    Other
    $7,524
    Deferred
    $56,400
    Nontaxable benefits
    $32,332
    Filer's total
    $784,189
  • Xavier Avat

    EVP-CHIEF BUSINESS OFFICER

    Total calculated
    $776,820
    From this org
    $693,931
    From related orgs
    $0
    Other
    $82,889
    Hours/week
    30 + 25 related

    Schedule J breakdown matched by us

    Base
    $505,851
    Bonus
    $178,078
    Other
    $10,002
    Deferred
    $51,638
    Nontaxable benefits
    $34,971
    Filer's total
    $780,540
  • Anna Giuliano

    DIRECTOR CENTER OF EXCELLENCE

    Total calculated
    $754,622
    From this org
    $537,599
    From related orgs
    $0
    Other
    $217,023
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $427,795
    Bonus
    $93,826
    Other
    $15,978
    Deferred
    $185,205
    Nontaxable benefits
    $37,331
    Filer's total
    $760,135
  • Dana E Rollison

    VP CHIEF DATA INF & AI INT TO 4/2025

    Total calculated
    $691,893
    From this org
    $577,459
    From related orgs
    $0
    Other
    $114,434
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $404,151
    Bonus
    $134,088
    Other
    $39,220
    Deferred
    $95,363
    Nontaxable benefits
    $22,791
    Filer's total
    $695,613
  • Brian Springer

    VP RESEARCH ADMINISTRATION

    Total calculated
    $658,636
    From this org
    $556,317
    From related orgs
    $0
    Other
    $102,319
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $411,282
    Bonus
    $117,464
    Other
    $27,571
    Deferred
    $70,927
    Nontaxable benefits
    $34,999
    Filer's total
    $662,243
  • Susan Vadaparampil

    ACD COMMUNITY OUTREACH AND ENGAGE

    Total calculated
    $659,315
    From this org
    $556,294
    From related orgs
    $0
    Other
    $103,021
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $412,378
    Bonus
    $123,199
    Other
    $20,717
    Deferred
    $89,166
    Nontaxable benefits
    $18,535
    Filer's total
    $663,995
  • Charles Fletcher

    EVP-GEN COUN & ASST SEC AS OF 7/2024

    Total calculated
    $661,814
    From this org
    $544,342
    From related orgs
    $0
    Other
    $117,472
    Hours/week
    22 + 38 related

    Schedule J breakdown matched by us

    Base
    $410,987
    Bonus
    $122,232
    Other
    $11,123
    Deferred
    $85,655
    Nontaxable benefits
    $35,265
    Filer's total
    $665,262
  • Karen Lu

    EVP-PIC

    Total calculated
    $634,219
    From this org
    $0
    From related orgs
    $617,813
    Other
    $16,406
    Hours/week
    19 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,051 related
    Bonus
    $0 + $18,000 related
    Other
    $0 + $103,762 related
    Deferred
    $0 + $451 related
    Nontaxable benefits
    $0 + $17,814 related
    Filer's total
    $0 + $636,078 related
  • Wallace G Sawyer

    CHIEF BIOENG OFFICER & CHAIR

    Total calculated
    $587,723
    From this org
    $523,470
    From related orgs
    $0
    Other
    $64,253
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $444,377
    Bonus
    $69,291
    Other
    $9,802
    Deferred
    $32,435
    Nontaxable benefits
    $36,612
    Filer's total
    $592,517
  • Randa M Perkins

    CHIEF MEDICAL INFO OFFICER

    Total calculated
    $581,405
    From this org
    $517,705
    From related orgs
    $0
    Other
    $63,700
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $415,166
    Bonus
    $98,070
    Other
    $4,469
    Deferred
    $29,349
    Nontaxable benefits
    $36,098
    Filer's total
    $583,152
  • Wj Wilson

    VP GOVT RELATIONS

    Total calculated
    $572,106
    From this org
    $481,847
    From related orgs
    $0
    Other
    $90,259
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $342,459
    Bonus
    $97,028
    Other
    $42,360
    Deferred
    $76,425
    Nontaxable benefits
    $17,239
    Filer's total
    $575,511
  • Bradley Pollitt

    VP-PLANNING, DESIGN & CONTRUCTION

    Total calculated
    $573,794
    From this org
    $500,716
    From related orgs
    $0
    Other
    $73,078
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $372,763
    Bonus
    $92,117
    Other
    $35,836
    Deferred
    $48,215
    Nontaxable benefits
    $28,416
    Filer's total
    $577,347
  • Evan Zaslow

    VP PAYER STRATEGIES

    Total calculated
    $554,808
    From this org
    $0
    From related orgs
    $449,858
    Other
    $104,950
    Hours/week
    12 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,179 related
    Bonus
    $0 + $119,922 related
    Other
    $0 + $757 related
    Deferred
    $0 + $70,104 related
    Nontaxable benefits
    $0 + $38,720 related
    Filer's total
    $0 + $558,682 related
  • Jason Lebsack

    VP-CLINICAL RESEARCH OPS

    Total calculated
    $543,552
    From this org
    $468,412
    From related orgs
    $0
    Other
    $75,140
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $351,985
    Bonus
    $115,255
    Other
    $1,172
    Deferred
    $55,248
    Nontaxable benefits
    $24,114
    Filer's total
    $547,774
  • Amy Durham

    VP-HUMAN RECOURCES OPS

    Total calculated
    $526,739
    From this org
    $456,547
    From related orgs
    $0
    Other
    $70,192
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $318,518
    Bonus
    $102,375
    Other
    $35,654
    Deferred
    $45,821
    Nontaxable benefits
    $27,586
    Filer's total
    $529,954
  • Jarett Rieger

    VP BUS DEV LICENSING & ALLIANCE MGMT

    Total calculated
    $516,631
    From this org
    $398,539
    From related orgs
    $0
    Other
    $118,092
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $305,017
    Bonus
    $80,172
    Other
    $13,350
    Deferred
    $83,075
    Nontaxable benefits
    $38,099
    Filer's total
    $519,713
  • Terrence Wright

    VP-FAC & SUP SVCS

    Total calculated
    $486,148
    From this org
    $397,226
    From related orgs
    $0
    Other
    $88,922
    Hours/week
    35 + 20 related

    Schedule J breakdown matched by us

    Base
    $293,455
    Bonus
    $99,360
    Other
    $4,411
    Deferred
    $58,655
    Nontaxable benefits
    $35,439
    Filer's total
    $491,320
  • Lynn Ansley

    VP-REVENUE CYCLE MANAGEMENT

    Total calculated
    $461,530
    From this org
    $385,350
    From related orgs
    $0
    Other
    $76,180
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $270,607
    Bonus
    $99,033
    Other
    $15,710
    Deferred
    $44,533
    Nontaxable benefits
    $34,719
    Filer's total
    $464,602
  • B Lee Green

    FRM VP DIV, PR & STRAT COM TO 8/2022

    Total calculated
    $443,236
    From this org
    $337,020
    From related orgs
    $0
    Other
    $106,216
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $290,703
    Bonus
    $41,921
    Other
    $4,396
    Deferred
    $79,045
    Nontaxable benefits
    $34,775
    Filer's total
    $450,840
  • Ken Komorny

    FRM VP CHIEF PHARM OFFICER TO 6/2023

    Total calculated
    $448,015
    From this org
    $0
    From related orgs
    $363,354
    Other
    $84,661
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,840 related
    Bonus
    $0 + $88,642 related
    Other
    $0 + $12,872 related
    Deferred
    $0 + $50,778 related
    Nontaxable benefits
    $0 + $36,576 related
    Filer's total
    $0 + $450,708 related
  • Cathy Grant

    VP CHIEF DIV, EQTY & INCLUSION

    Total calculated
    $437,021
    From this org
    $351,218
    From related orgs
    $0
    Other
    $85,803
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $263,636
    Bonus
    $80,129
    Other
    $7,453
    Deferred
    $51,921
    Nontaxable benefits
    $37,510
    Filer's total
    $440,649
  • Donald Futrell

    FRM VP PLAN, DESIGN & CONS TO 5/2024

    Total calculated
    $425,780
    From this org
    $367,785
    From related orgs
    $0
    Other
    $57,995
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $235,494
    Bonus
    $110,528
    Other
    $21,763
    Deferred
    $33,054
    Nontaxable benefits
    $29,384
    Filer's total
    $430,223
  • Merritt Martin

    VP-PUB AFF, STRAT COMM, COS, EXT AFF

    Total calculated
    $431,077
    From this org
    $351,601
    From related orgs
    $0
    Other
    $79,476
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $260,460
    Bonus
    $81,883
    Other
    $9,258
    Deferred
    $46,493
    Nontaxable benefits
    $35,651
    Filer's total
    $433,745
  • Jennifer Bonilla

    VP-PORTFOLIO STRATEGY

    Total calculated
    $412,496
    From this org
    $394,332
    From related orgs
    $0
    Other
    $18,164
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $251,248
    Bonus
    $90,874
    Other
    $52,210
    Deferred
    $364
    Nontaxable benefits
    $19,438
    Filer's total
    $414,134
  • Daniel Hernandez

    VP DEPUTY GEN COUN AS OF 10/2024

    Total calculated
    $387,470
    From this org
    $320,997
    From related orgs
    $0
    Other
    $66,473
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $270,217
    Bonus
    $49,453
    Other
    $1,327
    Deferred
    $38,531
    Nontaxable benefits
    $30,085
    Filer's total
    $389,613
  • Leandro Christmann

    VP-VENTURES & INVESTMENTS

    Total calculated
    $368,895
    From this org
    $352,368
    From related orgs
    $0
    Other
    $16,527
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $222,372
    Bonus
    $76,749
    Other
    $53,247
    Deferred
    $616
    Nontaxable benefits
    $19,086
    Filer's total
    $372,070
  • Josh Adkins

    VP CHF BRAND STRAT MKT AS OF 7/2024

    Total calculated
    $362,220
    From this org
    $295,507
    From related orgs
    $0
    Other
    $66,713
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $253,349
    Bonus
    $41,659
    Other
    $499
    Deferred
    $39,156
    Nontaxable benefits
    $29,211
    Filer's total
    $363,874
  • Joyce Oh

    VP INFO TECH & CIO TO 8/2024

    Total calculated
    $353,594
    From this org
    $283,689
    From related orgs
    $0
    Other
    $69,905
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $247,711
    Bonus
    $0
    Other
    $35,978
    Deferred
    $47,815
    Nontaxable benefits
    $24,868
    Filer's total
    $356,372
  • Edmondo Robinson

    FRM SVP CHF DIG INV OFF TO 1/2024

    Total calculated
    $318,278
    From this org
    $59,965
    From related orgs
    $174,267
    Other
    $84,046
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $28,250 + $55,863 related
    Bonus
    $31,583 + $118,404 related
    Other
    $132
    Deferred
    $12,468 + $68,582 related
    Nontaxable benefits
    $2,734 + $548 related
    Filer's total
    $75,167 + $243,397 related
  • Elizabeth Lindsay-Wood

    VP-CIO & TECH OFFICER

    Total calculated
    $304,920
    From this org
    $263,970
    From related orgs
    $0
    Other
    $40,950
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $259,398
    Bonus
    $0
    Other
    $4,572
    Deferred
    $33,053
    Nontaxable benefits
    $11,555
    Filer's total
    $308,578
  • Melissa Smith

    VP FINANCE AS OF 8/2024

    Total calculated
    $296,401
    From this org
    $135,274
    From related orgs
    $108,421
    Other
    $52,706
    Hours/week
    19 + 36 related

    Schedule J breakdown matched by us

    Base
    $105,867 + $107,918 related
    Bonus
    $29,093
    Other
    $314 + $503 related
    Deferred
    $26,018 + $13,853 related
    Nontaxable benefits
    $5,661 + $8,572 related
    Filer's total
    $166,953 + $130,846 related
  • Yvette M Lyons Tremonti

    FRM EVP-CFAO & ASST TREAS TO 5/2024

    Total calculated
    $596,052
    From this org
    $530,115
    From related orgs
    $0
    Other
    $65,937
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $324,093
    Bonus
    $0
    Other
    $206,022
    Deferred
    $51,122
    Nontaxable benefits
    $16,389
    Filer's total
    $597,626
  • Jacqueline Sissy Schiling

    VP CHIEF INFO OFFICER AS OF 10/2024

    Total calculated
    $171,852
    From this org
    $152,765
    From related orgs
    $0
    Other
    $19,087
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $77,467
    Bonus
    $75,000
    Other
    $298
    Deferred
    $14,147
    Nontaxable benefits
    $5,615
    Filer's total
    $172,527
  • Melissa Sorbello Conner

    CHIEF EXTERPRISE RISK AS OF 9/2024

    Total calculated
    $168,186
    From this org
    $163,454
    From related orgs
    $0
    Other
    $4,732
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $88,176
    Bonus
    $37,500
    Other
    $37,778
    Deferred
    $204
    Nontaxable benefits
    $5,342
    Filer's total
    $169,000
  • Santosh Mohan

    FRM VP-DIGITAL TO 6/2023

    Total calculated
    $165,264
    From this org
    $164,967
    From related orgs
    $0
    Other
    $297
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $164,967
    Deferred
    $0
    Nontaxable benefits
    $297
    Filer's total
    $165,264
  • Henry Reyes

    FRM VP-PARTNER DEVELOPMENT TO 4/2024

    Total calculated
    $130,852
    From this org
    $0
    From related orgs
    $105,667
    Other
    $25,185
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $102,671 related
    Bonus
    $0
    Other
    $0 + $2,996 related
    Deferred
    $0 + $18,495 related
    Nontaxable benefits
    $0 + $8,678 related
    Filer's total
    $0 + $132,840 related
  • Diane Hammon

    FRM VP CHIEF STRAT OFFICER TO 4/2024

    Total calculated
    $211,238
    From this org
    $189,963
    From related orgs
    $0
    Other
    $21,275
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $139,409
    Bonus
    $0
    Other
    $50,554
    Deferred
    $11,485
    Nontaxable benefits
    $11,455
    Filer's total
    $212,903
  • Timothy J Adams

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Beth A Houghton

    DIRECTOR, VICE CHAIR TO 1/2025

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Benjamin H Hill III Esq

    DIRECTOR, SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Allison Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Carlos Alfonso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Angela Biever

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joseph Caballero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • The Hon Carl Carpenter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jessica Costello

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Edward Debartolo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Edward C Droste

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Geoffrey M Duyk PhD MD

    DIRECTOR TO 8/2024

    Total calculated
    $0
    Hours/week
    1
  • Valerie Goddard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Reginald Goins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • The Hon John A Grant Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • The Hon James T Hargrett Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ken Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rhea Law

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Edison Liu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • The Hon H Lee Moffitt Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • John Ramil

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rose Baker Reilly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Francisco Sanchez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Liz Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Pamela Stewart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Tomlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mark Watson

    DIRECTOR AS OF 3/2025

    Total calculated
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
INSTITUTE PAYS MEMBERSHIP DUES TO A SOCIAL CLUB FOR PATRICK HWU, DAVID DE LA PARTE AND W.J. WILSON. THE AMOUNT PAID IS SUBSEQUENTLY ADDED TO TAXABLE WAGES FOR THE RESPECTIVE INDIVIDUAL. PART I, LINE 1B: PAYMENTS MADE FOR SOCIAL CLUB DUES ARE INITIALLY APPROVED BY EXECUTIVE LEADERSHIP AND HUMAN RESOURCES AND REVIEWED/APPROVED BY THE JOINT EXECUTIVE COMPENSATION AND BENEFITS COMMITTEE (JE&BC), APPOINTED BY THE BOARD TO APPROVE SUCH PAYMENTS AND ASSOCIATED AMOUNTS.
PART I, LINES 4A-B
FOR TAX YEAR 2024, THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION: SANTOSH MOHAN - $164,967 JOYCE OH - $35,099 TO BE ELIGIBLE TO PARTICIPATE IN THE 457(F) NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), PARTICIPANTS MUST ELECT TO CONTRIBUTE AT LEAST 10% ACROSS THE 403(B) AND 457(B) PLANS, AND ARE VESTED AFTER 10 YEARS OF SERVICE. LUMP SUM DISTRIBUTIONS FROM THE ACCOUNT ARE MADE UPON NORMAL RETIREMENT OR TERMINATION. BELOW ARE INDIVIDUALS LISTED ON MOFFITT'S 2024 FORM 990 PART VII, SECTION A, THAT PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND THEIR RESPECTIVE AMOUNTS OF COMPENSATION CONSTRUCTIVELY RECEIVED IN TAX YEAR 2024 FROM THE PLAN: JOSH ADKINS - $0 LYNN ANSLEY - $12,996 XAVIER AVAT - $0 JOHN CLEVELAND $ 54,547 L. DAVID DE LA PARTE - $50,346 AMY DURHAM - $19,501 CHARLES FLETCHER - $0 DONALD FUTRELL - $15,632 ANNA GIULIANO - $1,500 CATHY GRANT - $6,065 B. LEE GREEN - $0 DIANE HAMMON - $0 DANIEL HERNANDEZ - $0 PATRICK HWU - $0 KEN KOMORNY - $0 JASON LEBSACK - $0 G. DOUGLAS LETSON - $68,450 ELIZABETH LINDSAY-WOOD - $0 YVETTE M. LYONS TREMONTI - $202,839 MERRITT MARTIN - $8,666 JOHN (JACK) MCKENNA - $0 JAMES J. MULAY - $32,437 RANDA M. PERKINS - $3,500 BRADLEY POLLITT - $0 HENRY REYES - $0 JARETT RIEGER - $12,345 EDMONDO ROBINSON - $0 DANA E. ROLLISON - $25,960 WALLACE G. SAWYER - $0 (JACQUELINE) SISSY SCHILING - $0 SARABDEEP SINGH - $0 MELISSA SMITH - $0 BRIAN SPRINGER - $23,505 SUSAN VADAPARAMPIL - $16,764 JOANNA WEISS - $30,428 W.J. WILSON - $15,899 TERRENCE WRIGHT - $0 JONATHAN ZAGER - $0 EVAN ZASLOW - $0
PART I, LINE 6
IN GENERAL, INCENTIVE COMPENSATION IS BASED ON A PERCENTAGE OF MOFFITT'S NET OPERATING INCOME AND ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS, DIVISIONAL AND/OR INDIVIDUAL GOALS, PROVIDED A CERTAIN NET OPERATING INCOME THRESHOLD IS MET.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MOFFITT TECHNOLOGIES CORPORATION

    C · TECHNOLOGY MANAGEMENT · FL · 100% owned · share of income $32,003 · share of assets $2,122,435 · controlled entity

    Directly controlled by H LEE MOFFITT CC&RI INC

  • PAGONA HEALTH LLC (AS OF 111524)

    C · MEDICAL SERVICES · FL · 100% owned · share of income $7,816 · share of assets $1,071,865 · controlled entity

    Directly controlled by H LEE MOFFITT CC&RI INC

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601359349302500

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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