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← SOUTH FLORIDA VETERANS AFFAIRS FOUNDATION FOR RESEARCH & EDUCATON

Form 990 for tax year 2023

Filed by SOUTH FLORIDA VETERANS AFFAIRS FOUNDATION FOR RESEARCH & EDUCATON.

Totals

Total revenue
$4,009,498
Total expenses
$2,162,978
Contributions and grants received
$3,752,555
Grants paid
$43,637
Program service revenue
$0
Investment income
$244,809
Other revenue
$12,134
Total assets, end of year
$9,076,278
Total liabilities, end of year
$414,225
Net assets or fund balances, end of year
$8,662,053
Program services expenses (Part IX)
$1,589,439
Management and general expenses
$573,539
Fundraising expenses
$0
Program service expenses (Part III)
$1,589,439

Program services were 73.5% 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.

  • 1e · Government grants (contributions)

    $1,222,149

  • 1f · All other contributions, gifts and grants

    $2,530,406

  • 3 · Investment income

    total $244,809 · unrelated business $0 · excluded $244,809

  • 11a · Other revenue: Miscellaneous Revenue

    total $12,134 · related or exempt $12,134 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $12,134

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $43,637 · program services $43,637

  • 7 · Other salaries and wages

    total $1,134,708 · program services $723,251 · management and general $411,457 · fundraising $0

  • 8 · Pension plan contributions

    total $25,181 · program services $16,050 · management and general $9,131 · fundraising $0

  • 9 · Other employee benefits

    total $85,746 · program services $54,654 · management and general $31,092 · fundraising $0

  • 10 · Payroll taxes

    total $85,508 · program services $54,502 · management and general $31,006 · fundraising $0

  • 11g · Fees: other

    total $203,101 · program services $167,270 · management and general $35,831 · fundraising $0

  • 13 · Office expenses

    total $31,819 · program services $27,353 · management and general $4,466 · fundraising $0

  • 17 · Travel

    total $14,933 · program services $11,366 · management and general $3,567 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $644 · program services $644 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $30,990 · program services $30,990 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $8,525 · program services $0 · management and general $8,525 · fundraising $0

  • 24a · Other expenses: Clinical Research

    total $320,649 · program services $320,649 · management and general $0 · fundraising $0

  • 24b · Other expenses: Lab Supplies

    total $21,958 · program services $21,958 · management and general $0 · fundraising $0

  • 24c · Other expenses: Patient Payments

    total $45,684 · program services $45,684 · management and general $0 · fundraising $0

  • 24d · Other expenses: Payroll Processing Fee

    total $22,762 · program services $14,508 · management and general $8,254 · fundraising $0

  • 24e · All other expenses

    total $87,133 · program services $56,923 · management and general $30,210 · fundraising $0

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $675,992 · end of year $1,236,811

  • 2 · Savings and temporary cash investments

    beginning of year $6,456,734 · end of year $6,922,880

  • 3 · Pledges and grants receivable

    beginning of year $382,240 · end of year $553,112

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,918 · end of year $18,449

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

    $132,048

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

    $84,994

  • 10c · Land, buildings and equipment, net

    beginning of year $78,044 · end of year $47,054

  • 11 · Investments: publicly traded securities

    beginning of year $289,677 · end of year $297,972

  • 17 · Accounts payable and accrued expenses

    beginning of year $75,189 · end of year $11,864

  • 19 · Deferred revenue

    beginning of year $995,252 · end of year $358,872

  • 25 · Other liabilities

    beginning of year $45,072 · end of year $43,489

  • 27 · Net assets without donor restrictions

    beginning of year $6,795,092 · end of year $8,662,053

Mission and programs · 2023

Mission

To facilitate research and education activities conducted at the Miami Veterans Affairs Healthcare System.

  • Immunology research, diabetes research, and other various research studies

    Expenses $1,186,069

  • Various educational activities

    Expenses $403,370

As filed on the 2023 return.

Listed in Part VII

  • Steve Ullman

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Seth Spector

    Board Member, Secretary

    Total calculated
    $0
    Hours/week
    0.5

  • Brian Hagenlocker

    Board Member, Vice Chairman

    Total calculated
    $0
    Hours/week
    0.5

  • Timothy Cooke

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Cory Price

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Jackson MD

    President & Chairman

    Total calculated
    $0
    Hours/week
    2

  • Lisa Zacher MD

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Curt Rosner

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Kalautie JangDhari

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • William Watts

    Board Member, Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Seth Goldsmith

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Katrina Washburn

    Executive Director

    Total calculated
    $171,896
    From this org
    $153,750
    From related orgs
    $0
    Other
    $18,146
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,750
    Bonus
    $0
    Other
    $0
    Deferred
    $5,598
    Nontaxable benefits
    $12,548
    Filer's total
    $171,896

  • Gustavo Zingg

    Highest Compensated Employee

    Total calculated
    $117,662
    From this org
    $115,373
    From related orgs
    $0
    Other
    $2,289
    Hours/week
    40

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

  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

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.

  • Miami VA Healthcare System

    Tertiary healthcare facility · FL

    Directly controlled by US Dept of Veterans Affsirs

  • Orlando VA Medical Center

    Tertiary healthcare facility · FL

    Directly controlled by US Dept of Veterans Affairs

  • West Palm Beach VA Medical Center

    Tertiary healthcare facility · FL

    Directly controlled by US Dept of Veterans Affairs

Provenance

Return type
form_990
Tax year
2023
Filed
18 December 2024
IRS schema version
2023v6.0
Source object
202500169349302500

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