Skip to content
Nonprofiteer
← COMMUNITY FOUNDATION OF SARASOTA COUNTY INC

Form 990 for tax year 2024

Filed by COMMUNITY FOUNDATION OF SARASOTA COUNTY INC.

Totals

Total revenue
$87,039,125
Total expenses
$56,295,847
Contributions and grants received
$50,655,466
Grants paid
$44,178,439
Program service revenue
$4,579,734
Investment income
$31,803,925
Other revenue
$0
Total assets, end of year
$518,451,597
Total liabilities, end of year
$41,830,554
Net assets or fund balances, end of year
$476,621,043
Program services expenses (Part IX)
$48,062,932
Management and general expenses
$4,442,132
Fundraising expenses
$3,790,783
Program service expenses (Part III)
$48,062,932

Program services were 85.4% 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

  • DANIEL DENTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIN DUGGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR KAREN HAMAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MITZIE HENSON

    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

  • MARY LOU WINNICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARILYN THOMPSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PAUL HUDSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES E WILLIAMS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • T ANDREW STULTZ

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH PENNEWILL

    GENERAL COUNSEL

    Total calculated
    $252,490
    From this org
    $221,095
    From related orgs
    $0
    Other
    $31,395
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,601
    Bonus
    $31,494
    Other
    $0
    Deferred
    $20,308
    Nontaxable benefits
    $11,087
    Filer's total
    $252,490

  • MISCHA KIRBY

    VP, STRATEGIC COMM. & MARK

    Total calculated
    $200,013
    From this org
    $173,422
    From related orgs
    $0
    Other
    $26,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,040
    Bonus
    $23,382
    Other
    $0
    Deferred
    $15,192
    Nontaxable benefits
    $11,399
    Filer's total
    $200,013

  • KIRSTEN RUSSELL

    VP, COMMUNITY IMPACT

    Total calculated
    $192,198
    From this org
    $163,954
    From related orgs
    $0
    Other
    $28,244
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,051
    Bonus
    $23,903
    Other
    $0
    Deferred
    $17,001
    Nontaxable benefits
    $11,243
    Filer's total
    $192,198

  • JAY YOUNG

    VP, PHILANTHROPY

    Total calculated
    $206,800
    From this org
    $156,688
    From related orgs
    $0
    Other
    $50,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,880
    Bonus
    $23,808
    Other
    $0
    Deferred
    $16,993
    Nontaxable benefits
    $33,119
    Filer's total
    $206,800

  • ROXANNE JERDE

    CEO/PRESIDENT

    Total calculated
    $407,309
    From this org
    $365,146
    From related orgs
    $0
    Other
    $42,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,146
    Bonus
    $65,000
    Other
    $0
    Deferred
    $30,591
    Nontaxable benefits
    $11,572
    Filer's total
    $407,309

  • ERIN JONES

    CFO

    Total calculated
    $268,640
    From this org
    $235,315
    From related orgs
    $0
    Other
    $33,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,892
    Bonus
    $33,423
    Other
    $0
    Deferred
    $21,908
    Nontaxable benefits
    $11,417
    Filer's total
    $268,640

  • NICOLE COUDAL

    VP, HUMAN RESOURCES

    Total calculated
    $191,771
    From this org
    $165,361
    From related orgs
    $0
    Other
    $26,410
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,512
    Bonus
    $24,849
    Other
    $0
    Deferred
    $15,203
    Nontaxable benefits
    $11,207
    Filer's total
    $191,771

  • RINA ALVAREZ

    DIRECTOR, PHILANTHROPY

    Total calculated
    $143,308
    From this org
    $124,144
    From related orgs
    $0
    Other
    $19,164
    Hours/week
    40

  • JULIE AVINS

    CONTROLLER

    Total calculated
    $134,705
    From this org
    $104,912
    From related orgs
    $0
    Other
    $29,793
    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
2024
Filed
6 February 2026
IRS schema version
2024v5.5
Source object
202620429349300837

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

The source document this was parsed from is served over the API, which is where bulk and document access live.