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Nonprofiteer
← UNIVERSITY OF SOUTH FLORIDA RESEARCH FOUNDATION INC

Form 990 for tax year 2022

Filed by UNIVERSITY OF SOUTH FLORIDA RESEARCH FOUNDATION INC.

Totals

Total revenue
$15,400,882
Total expenses
$16,547,619
Contributions and grants received
$0
Grants paid
$3,298,798
Program service revenue
$11,717,917
Investment income
$3,691,909
Other revenue
-$8,944
Total assets, end of year
$176,683,554
Total liabilities, end of year
$99,322,347
Net assets or fund balances, end of year
$77,361,207
Program services expenses (Part IX)
$15,683,044
Management and general expenses
$864,575
Fundraising expenses
$0
Program service expenses (Part III)
$15,683,044

Program services were 94.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SYLVIA THOMAS

    PRESIDENT AND CEO

    Total calculated
    $315,913
    From this org
    $0
    From related orgs
    $279,724
    Other
    $36,189
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,112 related
    Bonus
    $0 + $500 related
    Other
    $0 + $112 related
    Deferred
    $0 + $14,346 related
    Nontaxable benefits
    $0 + $21,843 related
    Filer's total
    $0 + $315,913 related

  • ALLISON MADDEN

    SECRETARY

    Total calculated
    $174,520
    From this org
    $0
    From related orgs
    $147,155
    Other
    $27,365
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,095 related
    Bonus
    $0
    Other
    $0 + $1,060 related
    Deferred
    $0 + $7,509 related
    Nontaxable benefits
    $0 + $19,856 related
    Filer's total
    $0 + $174,520 related

  • RICHARD SOBIERAY

    TREASURER FROM JULY 2022

    Total calculated
    $686,115
    From this org
    $0
    From related orgs
    $647,976
    Other
    $38,139
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $492,456 related
    Bonus
    $0 + $154,500 related
    Other
    $0 + $1,020 related
    Deferred
    $0 + $16,954 related
    Nontaxable benefits
    $0 + $21,185 related
    Filer's total
    $0 + $686,115 related

  • NORMA ALCANTAR

    DIRECTOR

    Total calculated
    $214,528
    From this org
    $0
    From related orgs
    $193,844
    Other
    $20,684
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,344 related
    Bonus
    $0 + $2,500 related
    Other
    $0
    Deferred
    $0 + $9,835 related
    Nontaxable benefits
    $0 + $10,849 related
    Filer's total
    $0 + $214,528 related

  • BEATRIZ BARE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALISON BARLOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL CROSS

    DIRECTOR

    Total calculated
    $102,298
    From this org
    $0
    From related orgs
    $78,509
    Other
    $23,789
    Hours/week
    1 + 39 related

  • GENE ENGLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY HACKMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES LOCKWOOD

    DIRECTOR

    Total calculated
    $1,066,135
    From this org
    $0
    From related orgs
    $1,029,533
    Other
    $36,602
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,496 related
    Bonus
    $0 + $292,421 related
    Other
    $0 + $387,616 related
    Deferred
    $0 + $14,806 related
    Nontaxable benefits
    $0 + $21,796 related
    Filer's total
    $0 + $1,066,135 related

  • GWEN MITCHELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PRASANT MOHAPATRA

    DIRECTOR FROM MAY 2023

    Total calculated
    $0
    Hours/week
    1

  • JOHN MORROW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA OLSON

    DIRECTOR FROM NOV 2022

    Total calculated
    $0
    Hours/week
    1

  • LAKSHMI SHENOY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARRY VENEZIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RALPH C WILCOX

    DIRECTOR

    Total calculated
    $557,195
    From this org
    $0
    From related orgs
    $532,269
    Other
    $24,926
    Hours/week
    0 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $475,649 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $6,620 related
    Deferred
    $0 + $15,031 related
    Nontaxable benefits
    $0 + $9,895 related
    Filer's total
    $0 + $557,195 related

  • MOEZ LIMAYEN

    DIRECTOR UNTIL JULY 2022

    Total calculated
    $490,218
    From this org
    $0
    From related orgs
    $474,754
    Other
    $15,464
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,078 related
    Bonus
    $0 + $31,293 related
    Other
    $0 + $173,383 related
    Deferred
    $0 + $9,135 related
    Nontaxable benefits
    $0 + $6,329 related
    Filer's total
    $0 + $490,218 related

  • PATRICIA GAMBLE

    CFO UNTIL FEB 2023

    Total calculated
    $191,870
    From this org
    $0
    From related orgs
    $173,736
    Other
    $18,134
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $173,736 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,930 related
    Nontaxable benefits
    $0 + $9,204 related
    Filer's total
    $0 + $191,870 related

  • NICK J TRIVUNOVICH

    TREASURER UNTIL JUNE 2022

    Total calculated
    $331,343
    From this org
    $0
    From related orgs
    $307,406
    Other
    $23,937
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,965 related
    Bonus
    $0
    Other
    $0 + $138,441 related
    Deferred
    $0 + $12,230 related
    Nontaxable benefits
    $0 + $11,707 related
    Filer's total
    $0 + $331,343 related

  • PAUL R SANBERG

    PRESIDENT AND DIR UNTIL JAN 2021

    Total calculated
    $279,482
    From this org
    $0
    From related orgs
    $247,081
    Other
    $32,401
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,061 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $1,020 related
    Deferred
    $0 + $12,545 related
    Nontaxable benefits
    $0 + $19,856 related
    Filer's total
    $0 + $279,482 related

  • KEITH ANDERSON

    DIRECTOR UNTIL NOV 2021

    Total calculated
    $205,869
    From this org
    $0
    From related orgs
    $177,004
    Other
    $28,865
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,273 related
    Bonus
    $0 + $711 related
    Other
    $0 + $1,020 related
    Deferred
    $0 + $9,009 related
    Nontaxable benefits
    $0 + $19,856 related
    Filer's total
    $0 + $205,869 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

None.

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)

PART I, LINE 3
THE RESEARCH FOUNDATION HAS NO EMPLOYEES OF ITS OWN. IT HAS A SHARED SERVICES AGREEMENT WITH THE UNIVERSITY OF SOUTH FLORIDA AND REIMBURSES THE UNIVERSITY FOR THE USE OF ITS EMPLOYEES. IN ESTABLISHING THE COMPENSATION FOR THE RESEARCH FOUNDATION'S PRESIDENT, THE UNIVERSITY USED A WRITTEN EMPLOYMENT CONTRACT.

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.

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.

  • CAUSF RESEARCH LLC

    REAL ESTATE · FL · income $0 · assets $0

    Directly controlled by USF RESEARCH FOUNDATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202441359349300124

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

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