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Nonprofiteer
← COMMUNITY FOUNDATION OF SARASOTA COUNTY INC

Form 990 for tax year 2023

Filed by COMMUNITY FOUNDATION OF SARASOTA COUNTY INC.

Totals

Total revenue
$80,655,057
Total expenses
$63,272,758
Contributions and grants received
$58,656,853
Grants paid
$52,243,268
Program service revenue
$4,098,481
Investment income
$17,899,723
Other revenue
$0
Total assets, end of year
$464,554,636
Total liabilities, end of year
$41,295,323
Net assets or fund balances, end of year
$423,259,313
Program services expenses (Part IX)
$56,189,593
Management and general expenses
$3,915,520
Fundraising expenses
$3,167,645
Program service expenses (Part III)
$56,189,593

Program services were 88.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL DELEO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN HAMAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID JOYNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA MATHEWS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR LAURA MATTIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MERCEDES SOLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR JANET E TAYLOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY TROIANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TERRI VITALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES E WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY LOU WINNICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL HUDSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARILYN THOMPSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • FELICE SCHULANER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • T ANDREW STULTZ

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH PENNEWILL

    GENERAL COUNSEL

    Total calculated
    $232,391
    From this org
    $203,517
    From related orgs
    $0
    Other
    $28,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,921
    Bonus
    $21,596
    Other
    $0
    Deferred
    $18,551
    Nontaxable benefits
    $10,323
    Filer's total
    $232,391

  • MISCHA KIRBY

    VP, STRATEGIC COMM. & MARK

    Total calculated
    $194,635
    From this org
    $170,573
    From related orgs
    $0
    Other
    $24,062
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,746
    Bonus
    $17,827
    Other
    $0
    Deferred
    $14,283
    Nontaxable benefits
    $9,779
    Filer's total
    $194,635

  • KIRSTEN RUSSELL

    VP, COMMUNITY IMPACT

    Total calculated
    $193,885
    From this org
    $168,110
    From related orgs
    $0
    Other
    $25,775
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,652
    Bonus
    $17,458
    Other
    $0
    Deferred
    $15,270
    Nontaxable benefits
    $10,505
    Filer's total
    $193,885

  • JAY YOUNG

    VP, PHILANTHROPY

    Total calculated
    $194,095
    From this org
    $149,433
    From related orgs
    $0
    Other
    $44,662
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,056
    Bonus
    $17,377
    Other
    $0
    Deferred
    $15,263
    Nontaxable benefits
    $29,399
    Filer's total
    $194,095

  • ROXANNE JERDE

    CEO/PRESIDENT

    Total calculated
    $411,899
    From this org
    $372,878
    From related orgs
    $0
    Other
    $39,021
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,510
    Bonus
    $60,368
    Other
    $0
    Deferred
    $28,521
    Nontaxable benefits
    $10,500
    Filer's total
    $411,899

  • ERIN JONES

    CFO

    Total calculated
    $239,911
    From this org
    $210,016
    From related orgs
    $0
    Other
    $29,895
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,522
    Bonus
    $28,494
    Other
    $0
    Deferred
    $19,642
    Nontaxable benefits
    $10,253
    Filer's total
    $239,911

  • NICOLE COUDAL

    VP, HUMAN RESOURCES

    Total calculated
    $107,619
    From this org
    $96,312
    From related orgs
    $0
    Other
    $11,307
    Hours/week
    40

  • RINA ALVAREZ

    DIRECTOR, PHILANTHROPY

    Total calculated
    $131,300
    From this org
    $114,556
    From related orgs
    $0
    Other
    $16,744
    Hours/week
    40

  • JULIE AVINS

    CONTROLLER

    Total calculated
    $121,064
    From this org
    $101,479
    From related orgs
    $0
    Other
    $19,585
    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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

SUPPLEMENTAL OFFICER WAGE INFORMATION
THE OFFICERS OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION PACKAGE OF THE PRESIDENT/CEO.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2023
Filed
11 February 2025
IRS schema version
2023v6.0
Source object
202530569349300633

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

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