Form 990 for tax year 2022

Filed by TAMPA BAY PERFORMING ARTS CENTER.

Totals

Total revenue: $58,883,602
Total expenses: $54,182,479
Contributions and grants received: $11,989,015
Grants paid: $343,214
Program service revenue: $42,921,010
Investment income: $135,850
Other revenue: $3,837,727
Total assets, end of year: $51,824,460
Total liabilities, end of year: $16,747,429
Net assets or fund balances, end of year: $35,077,031
Program services expenses (Part IX): $46,766,402
Management and general expenses: $5,898,235
Fundraising expenses: $1,517,842
Program service expenses (Part III): $46,766,402

Program services were 86.3% 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.

1c · Fundraising events

$734,023
1d · Related organizations

$3,789,601
1e · Government grants (contributions)

$3,005,319
1f · All other contributions, gifts and grants

$4,460,072
1g · Noncash contributions included above

$836
2a · Program service revenue: TICKET SALES

total $32,079,333 · related or exempt $32,079,333
2b · Program service revenue: BOX OFFICE FEES

total $6,148,197 · related or exempt $6,148,197
2c · Program service revenue: EDUCATION TUITION & PROGRAM FEES

total $3,189,792 · related or exempt $3,189,792
2d · Program service revenue: SERVICE FEE INCOME

total $757,603 · related or exempt $684,890 · unrelated business $72,713
2e · Program service revenue: RENT

total $746,085 · related or exempt $746,085
3 · Investment income

total $639,668 · excluded $639,668
5 · Royalties

total $17,514 · related or exempt $17,514
7a · Gross sales of assets other than inventory

securities $11,550,577
7b · Less cost or other basis and sales expenses

securities $12,054,395
7c · Gain or loss

securities -$503,818
7d · Net gain or loss

total -$503,818 · excluded -$503,818
8a · Fundraising events: gross income

$545,590
8a · Fundraising events: contributions included on line 1c

$734,023
8b · Fundraising events: direct expenses

$404,627
8c · Net income from fundraising events

total $140,963 · excluded $140,963
10a · Gross sales of inventory

$5,578,524
10b · Cost of goods sold

$1,899,274
10c · Net income from sales of inventory

total $3,679,250 · related or exempt $3,262,053 · unrelated business $417,197

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $343,214 · program services $343,214
5 · Compensation of officers, directors and key employees

total $1,578,878 · program services $481,616 · management and general $875,644 · fundraising $221,618
6 · Compensation of disqualified persons

total $92,715 · program services $92,715
7 · Other salaries and wages

total $10,942,946 · program services $7,669,557 · management and general $2,576,350 · fundraising $697,039
8 · Pension plan contributions

total $675,806 · program services $578,101 · management and general $62,947 · fundraising $34,758
9 · Other employee benefits

total $1,017,419 · program services $780,724 · management and general $165,200 · fundraising $71,495
10 · Payroll taxes

total $1,123,237 · program services $889,336 · management and general $166,437 · fundraising $67,464
11b · Fees: legal

total $73,466 · program services $12,226 · management and general $61,240
11c · Fees: accounting

total $76,950 · management and general $76,950
11d · Fees: lobbying

total $25,079 · fundraising $25,079
11f · Fees: investment management

total $54,449 · management and general $54,449
11g · Fees: other

total $464,781 · program services $154,902 · management and general $285,190 · fundraising $24,689
12 · Advertising and promotion

total $3,771,250 · program services $3,719,822 · fundraising $51,428
13 · Office expenses

total $2,596,097 · program services $2,183,455 · management and general $346,251 · fundraising $66,391
14 · Information technology

total $877,006 · program services $187,755 · management and general $689,251
16 · Occupancy

total $1,541,076 · program services $1,541,076
17 · Travel

total $161,153 · program services $134,957 · management and general $24,208 · fundraising $1,988
19 · Conferences, conventions and meetings

total $120,819 · program services $72,690 · management and general $41,154 · fundraising $6,975
22 · Depreciation, depletion and amortization

total $1,684,392 · program services $1,684,392
23 · Insurance

total $530,751 · program services $177,950 · management and general $352,801
24a · Other expenses: PRODUCTION EXPENSES

total $25,844,116 · program services $25,647,539 · management and general $27,525 · fundraising $169,052
24b · Other expenses: EMPLOYEE RELATIONS

total $217,993 · program services $136,745 · management and general $79,394 · fundraising $1,854
24c · Other expenses: BAD DEBT EXPENSE

total $16,267 · program services $7,124 · management and general $9,143
24e · All other expenses

total $352,619 · program services $270,506 · management and general $4,101 · fundraising $78,012

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $9,462,068 · end of year $1,350,039
2 · Savings and temporary cash investments

beginning of year $0 · end of year $13,069,656
3 · Pledges and grants receivable

beginning of year $863,531 · end of year $1,536,289
4 · Accounts receivable

beginning of year $373,362 · end of year $459,620
8 · Inventories for sale or use

beginning of year $81,470 · end of year $110,785
9 · Prepaid expenses and deferred charges

beginning of year $978,637 · end of year $1,116,169
10a · Land, buildings and equipment: cost or other basis

$47,773,409
10b · Land, buildings and equipment: accumulated depreciation

$25,605,545
10c · Land, buildings and equipment, net

beginning of year $19,349,968 · end of year $22,167,864
11 · Investments: publicly traded securities

beginning of year $14,174,444 · end of year $9,931,873
13 · Investments: program-related

beginning of year $383,170 · end of year $787,451
15 · Other assets

beginning of year $1,803,288 · end of year $1,294,714
17 · Accounts payable and accrued expenses

beginning of year $2,793,580 · end of year $2,555,293
19 · Deferred revenue

beginning of year $16,426,651 · end of year $13,887,204
25 · Other liabilities

beginning of year $0 · end of year $304,932
27 · Net assets without donor restrictions

beginning of year $24,653,548 · end of year $31,400,734
28 · Net assets with donor restrictions

beginning of year $3,596,159 · end of year $3,676,297

Mission and programs · 2022

Mission

TO INSPIRE, EDUCATE AND ENRICH OUR ENTIRE COMMUNITY THROUGH THE TRANSFORMATIVE POWER OF THE PERFORMING ARTS.SEE SCHEDULE O FOR THE ORGANIZATION'S EXPANDED MISSION.

Activities or mission (Part I)

TO INSPIRE, EDUCATE AND ENRICH OUR COMMUNITY THROUGH THE TRANSFORMATIVE POWER OF PERFORMING ARTS

ARTS PROGRAMMING:DURING FISCAL 2009/2010, THE CENTER RECEIVED THE LARGEST PHILANTHROPIC GIFT MADE TO A CULTURAL INSTITUTION IN THE TAMPA BAY AREA. THE DONATION IS DEDICATED IN ITS PERPETUITY TO BENEFIT THE PERFORMING ARTS CENTER AND ITS PROGRAMS. IN RECOGNITION OF THIS GENEROUS GIFT FROM THE DAVID A. STRAZ, JR. FOUNDATION, THE TAMPA BAY PERFORMING ARTS CENTER WAS RENAMED THE DAVID A. STRAZ, JR. CENTER FOR THE PERFORMING ARTS (AKA "THE STRAZ CENTER").(CONTINUED ON SCHEDULE O)THE STRAZ CENTER FOR THE PERFORMING ARTS IS THE TAMPA BAY AREA'S PREMIER VENUE, INDEPENDENT PRESENTER, PRODUCER, EDUCATOR, AND ECONOMIC CATALYST FOR THE PERFORMING ARTS AND IS CONSIDERED THE LARGEST PERFORMING ARTS COMPLEX SOUTH OF THE KENNEDY CENTER. THE STRAZ CENTER BOOKS TOURING BROADWAY SHOWS AND IS ONE OF THE MOST SUCCESSFUL SINGLE-WEEK MARKETS AND LARGEST PERFORMING ARTS CENTER IN THE NATION. IN OUR FISCAL YEAR 2022/2023 (22/23) SEASON, WE HELD 1,322 PERFORMANCES AND EVENTS, SERVED BY 851 ANNUAL VOLUNTEERS DEDICATING OVER 142,459 SERVICE HOURS. WE EXTENDED OUR OUTREACH TO THE COMMUNITY IN PROVIDING 16,670 COMPLIMENTARY TICKETS.OUR 22/23 FISCAL YEAR WAS A TRANSITION YEAR IN CEO LEADERSHIP OF THE STRAZ CENTER, WITH THE RETIREMENT OF JUDY LISI, FORMER PRESIDENT AND CEO OF THE STRAZ CENTER, IN OUR 21/22 FISCAL YEAR. JUDY'S RETIREMENT REFLECTED THE CULMINATION OF JUDY'S 30 YEARS OF HARD WORK AND LEADERSHIP OF THE STRAZ CENTER THROUGH ITS MOST SUCCESSFUL SEASONS, THE CLOSED DOORS OF COVID AND OUR EMERGENCE FROM THE PANDEMIC. DURING HER TENURE, THE STRAZ BECAME ONE OF THE MOST FORMIDABLE PERFORMING ARTS CENTERS IN THE NATION. THE RELATIONSHIPS JUDY BUILT WITH THE NEW YORK THEATER COMMUNITY MADE THE STRAZ THE BROADWAY OF THE SOUTH. DANCE, COMEDY, THEATER, LECTURE, POP AND CLASSICAL MUSIC, AND, OF COURSE, OPERA ALSO FLOURISH AT THE STRAZ. HER COMMITMENT TO ARTS EDUCATION SHINES IN THE BRIGHT FACES OF OUR STUDENTS ATTENDING THE PATEL CONSERVATORY AND HER LEGACY FOREVER GROWS THROUGH STRAZ OUTREACH PROGRAMS IN AREA SCHOOLS AND UNDERSERVED COMMUNITIES. JUDY, WHOSE FOCUS ON ISSUES THAT IMPACT ALL SECTORS OF OUR COMMUNITY, LAUNCHED THE STRAZ'S INCLUSION, DIVERSITY, EQUITY AND ACCESSIBILITY (I.D.E.A.) INITIATIVE. I.D.E.A. NURTURES AN ORGANIZATIONAL CULTURE THAT ADVOCATES WELCOMING INCLUSIVITY OF ALL, EQUITY AND BELONGING ON OUR CAMPUS AND BEYOND. THE STAKEHOLDERS OF THE STRAZ CENTER ARE FOREVER THANKFUL TO JUDY FOR THE FOUNDATIONAL VISION AND SUCCESS IN BRINGING THE STRAZ CENTER TO WHERE IT IS TODAY.IN MOVING FORWARD, GREG HOLLAND WAS APPOINTED BY THE STRAZ CENTER'S BOARD OF TRUSTEES AS THE STRAZ CENTER'S NEW PRESIDENT AND CEO AS OF OCTOBER 1, 2022. GREG IS A HIGHLY EXPERIENCED PROFESSIONAL AND LEADER IN THE COMMERCIAL ASPECTS OF THE PERFORMING ARTS INDUSTRY. HE IS EXCITED TO BUILD UPON THE SOUND ORGANIZATIONAL FOUNDATION THAT JUDY BUILT, JOINING THE COMMUNITY AND MOVING THE STRAZ CENTER AS A CHARITABLE AND NONPROFIT ORGANIZATION, INTO A BRIGHT AND WONDEROUS FUTURE. GREG COMMENCED DOING SO WITH THE 22/23 SEASON, WITH A STRONG VISION OF EXPANDING BOTH OUR STRAZ OFFERINGS AND REACH TO THE COMMUNITY.ACCORDINGLY, IN A WORD, OUR 22/23 SEASON WAS BIG. BIG IS THE WORD THAT KEEPS COMING TO MIND WHEN WE HERE AT THE STRAZ THINK ABOUT THIS PAST SEASON. BIG BROADWAY HITS. BIG CROWDS COMING TO SEE THEM. BIG TIMES HAD BY ALL.THE BROADWAY MUSICAL, SIX, GOT OUR BROADWAY SERIES OFF TO A FANTASTIC START. SIX IS THE MUSICAL IN WHICH HENRY VIII'S HALF-DOZEN SPOUSES TELL THEIR SIDES OF THE STORY, AWAY FROM THE SHADOW OF THE BIG OL' BOY. AUDIENCES TOOK TO SIX IN A BIG WAY. ATTENDANCE FOR ITS WEEK OF SHOWS IN MORSANI HALL WAS 19,562. IT WAS THE STRAZ'S HIGHEST-GROSSING ONE-WEEK ENGAGEMENT UP THROUGH THE 22/23 SEASON.THE REST OF THE BROADWAY SCHEDULE WAS STERLING AS WELL. TWO SHOWS IN PARTICULAR SALUTED MUSIC LEGENDS WITH COMPELLING STORIES AND KNOCKOUT PERFORMANCES. AIN'T TOO PROUD TO BEG: THE LIFE AND TIMES OF THE TEMPTATIONS TOLD THE WINDING STORY OF ONE OF THE MOTOWN STABLE'S MOST SUCCESSFUL ACTS, ONE THAT HAD HITS AND INTERPERSONAL DRAMA IN ROUGHLY EQUAL PROPORTION. TINA TURNER WAS ONE OF THE BIGGEST POP MUSIC ACTS OF THE 1980S, 30 YEARS AFTER SHE BEGAN SINGING PROFESSIONALLY AND 10 YEARS AFTER SHE LEFT MUSICAL MENTOR/ABUSIVE HUSBAND IKE TURNER. TINA: THE TINA TURNER MUSICAL TOLD TURNER'S STORY AND RECREATED SOME OF HER MOST FRENETIC, MOST ELECTRIFYING PERFORMANCES. THE STRAZ NEVER DOES THINGS NICE AND EASY. WE DO THINGS NICE AND BIG. OF COURSE, WITH A BROADWAY SEASON THAT MONUMENTAL, IT'S HARDLY A SURPRISE THAT SOME OLD FRIENDS DROPPED BY, THOSE BEING HAMILTON AND WICKED.HOWEVER, OUR 22/23 SEASON'S BIGNESS WASN'T CONFINED TO THE BROADWAY SERIES. WE HAD BIG NAMES ON OUR STAGES, INCLUDING COMEDIAN-TV HOST CRAIG FERGUSON, AND HUMORIST-NPR FAVORITE DAVID SEDARIS. WE HAD VETERAN TV AND FILM ACTOR RICHARD THOMAS (THE WALTONS) PORTRAYING ATTICUS FINCH IN TO KILL A MOCKINGBIRD, ADAPTED FOR THE STAGE FROM HARPER LEE'S TIMELESS NOVEL BY AARON SORKIN (THE WEST WING).SPEAKING OF BIG, JIM GAFFIGAN, ONE OF COMEDY'S BIGGEST NAMES, FILMED HIS AMAZON PRIME SPECIAL, DARK PALE, IN MORSANI HALL. THE SEEMINGLY SEAMLESS SET WAS CULLED FROM THREE SEPARATE PERFORMANCES THROUGH THE MAGIC OF EDITING AND GAFFIGAN HITTING HIS MARKS.THE BIGNESS WASN'T ALL FUN AND GAMES, THOUGH. WE HAD OUR SHARE OF MISERY, MADNESS AND DODGY MEAT PIES. THOSE SAVORY PASTRIES FIGURE PROMINENTLY IN SWEENEY TODD: THE DEMON BARBER OF FLEET STREET, STEPHEN SONDHEIM'S MAGNIFICENTLY MALICIOUS HORROR-COMEDY. OPERA TAMPA'S PRODUCTION SHIFTED CONFIDENTLY BETWEEN DARK-HUMOR AND JUST PLAIN DARK.JOBSITE THEATRE HAD A BIG YEAR AS WELL, RACKING UP NOMINATIONS AND AWARDS FOR DRACULA AND ALICE AND ESPECIALLY MISERY. WEDDED CREATIVE TYPES, DAVID JENKINS (JOBSITE CO-FOUNDER) AND SUMMER BOHNENKAMP (STRAZ CHIEF MARKETING OFFICER), MINED THE FAMILIAR STORY FOR HUMOR WHILE ESTABLISHING THE CREEPING TENSION THAT BUILDS TO NEAR-UNBEARABLE, EDGE-OF-YOUR-SEAT INTENSITY. MISERY WAS A HIT WITH CRITICS AND AT THE BOX OFFICE. SO WAS THE STRAZ-PRODUCED SHEAR MADNESS, THE HILARIOUS YIN TO MISERY'S BRUTAL YANG. AUDIENCES FLOCKED TO THE INTERACTIVE WORK, LOOKING FOR CLUES AND INTERROGATING CHARACTERS. NOW IT'S BACK TO THE TASK OF MAKING OUR NEXT SEASON BIGGER THAN THE LAST IN CONTINUING TO WELCOME ALL FROM OUR COMMUNITY.INTEGRATED INTO ITS CAMPUS AND COMMUNITY WIDE OFFERINGS, THE STRAZ HAS A FIRM COMMITMENT TO BOTH COMMUNITY ENGAGEMENT AND DIVERSITY. I.D.E.A. CONTINUES TO MAKE THE STRAZ A STRONG EVOLVING CULTURAL INSTITUTE WITH ITS CULTURE AND IDENTITY. OUR AUDIENCE DEVELOPMENT INITIATIVES STEER OUR EFFORTS TOWARDS THE GREATEST COMMUNITY IMPACT IN THE WELCOMING AND INCLUSION OF ALL. FOR THE 22/23 SEASON, WE CONTINUED OUR FOCUS ON COMMUNITY ACCESS AND WELCOMING AND INCLUDING ALL. THIS INCLUDES AN ADVISORY COMMITTEE, STAFF TRAINING AND VOICES OF THE COMMUNITY TOWN HALLS, ARTS LEGACY REMIX SERIES, FOCUS ON BOARD DIVERSITY COMMITMENT AND HR INITIATIVES TO EXTEND OUR REACH TO A WIDE REACH OF CANDIDATES FROM VARIOUS SOURCES.IN 22/23, OUR CULTURAL INSTITUTE PROGRAM FOCUSED ON REPRESENTATION OF BIPOC ARTISTS ON OUR STAGES AND INVITED EVERYONE TO DISCOVER THE RICHNESS OF DIVERSE CULTURAL CONTRIBUTIONS. IN ADDITION, WE ALSO HOSTED OUR FREQUENT VOICES OF OUR COMMUNITY TOWN HALL EVENTS TO PROVIDE A WELCOMING SPACE FOR SHARING STORIES AND EXPERIENCES WITH TOPICS RANGING FROM BEHIND-THE-SCENES PROFESSIONS IN THE ARTS AND MUCH MORE, WITH THOUSANDS ATTENDING THESE EVENTS.WE CONTINUE OFFERING OUR ARTS AND HEALTH OFFERINGS OF LECTURE SERIES, ADULT CLASSES, AND PROGRAMS FOR VETERANS. OUR STRAZ SALUTES REPRESENTS OUR COMMITMENT TO VETERANS, FIRST RESPONDERS AND THEIR FAMILIES INCLUDING: TICKETS FOR VETERANS AND THEIR FAMILIES, OUTREACHES TAUGHT AT MACDILL AFB, MILITARY EVENT NIGHTS, STRAZ SALUTES ARTWORK ON THE RIVERWALK AND MILITARY RELATED PERFORMANCES ON OUR STAGES. THE TRANSFORMATIVE POWER OF THE ARTS AS A HEALING MODALITY IS TAPPED THROUGH COMPREHENSIVE PROGRAMMING FOR HOSPITALIZED AND ISOLATED MILITARY VETERANS TRANSITIONING TO COMMUNITY LIFE, AND THEIR CAREGIVERS AND FAMILIES. STRAZ SALUTES ARTMAKING, DISCUSSIONS, PROFESSIONAL AND STUDENT PERFORMANCES, AND PUBLIC EVENTS ALSO HELP CELEBRATE TAMPA BAY'S UNIQUE MILITARY COMMUNITY.

Expenses $31,891,793 · Revenue $39,676,019
FACILITY SERVICES:FACILITY SERVICES INCLUDE OPERATIONS INVOLVED IN THE PRESENTATION OF PERFORMING ARTS TO THE COMMUNITY AND THE UTILIZATION OF ALL AVAILABLE RESOURCES TO ENSURE CONTINUED FINANCIAL STABILITY.THESE OPERATIONS ARE RESPONSIBLE FOR BOTH FRONT-OF-HOUSE AND BACK-OF-HOUSE FUNCTIONS FOR FIVE THEATERS AND A 335,000-SQUARE-FOOT COMPLEX.(CONTINUED ON SCHEDULE O)OPERATIONS IS ALSO RESPONSIBLE FOR FOOD AND BEVERAGE (WITH THREE ON-SITE RESTAURANTS PLUS CATERING), MAINTENANCE AND CLEANING, FACILITIES, HOUSE MANAGEMENT (INCLUDING 851 VOLUNTEERS), SECURITY AND GROUNDS AS WELL AS PRODUCTION SUPPORT THROUGH LIGHTING, SOUND, LOAD-INS, LOAD-OUTS AND STAGING. OPERATIONS IS RESPONSIBLE FOR MAINTAINING A 37-YEAR-OLD BUILDING, AS WELL AS A 19-YEAR-OLD CONSERVATORY WITH 20 STUDIOS. EXPENSE BASE ALSO INCLUDES DEPRECIATION EXPENSE OF $1,684,392 FOR THE AMORTIZED COST RECOGNITION OF PROPERTY, EQUIPMENT, AND LEASEHOLD IMPROVEMENTS.

Expenses $10,744,086 · Revenue $3,262,053
Withheld by Nonprofiteer: this text may name a private individual.

Expenses $4,130,523 · Grants $343,214 · Revenue $3,189,792

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

Bill WestBILL WEST

CHAIRMAN

Total calculated

$0

Hours/week

2 + 2 related
David J ScherDAVID J SCHER

VICE CHAIR

Total calculated

$0

Hours/week

2
Check SykesCHECK SYKES

VICE CHAIR

Total calculated

$0

Hours/week

2
Stanley I LevySTANLEY I LEVY

TREASURER

Total calculated

$0

Hours/week

1 + 1 related
Kasey Shimberg KellyKASEY SHIMBERG KELLY

SECRETARY

Total calculated

$0

Hours/week

1
Troy AtlasTROY ATLAS

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Van AyersVAN AYERS

TRUSTEE

Total calculated

$0

Hours/week

1
Roxanne BartleyROXANNE BARTLEY

TRUSTEE

Total calculated

$0

Hours/week

1
Linda BlanchardLINDA BLANCHARD

TRUSTEE

Total calculated

$0

Hours/week

1
Theon ButlerTHEON BUTLER

TRUSTEE

Total calculated

$0

Hours/week

1
Harry CohenHARRY COHEN

TRUSTEE

Total calculated

$0

Hours/week

1
Jay CollinsJAY COLLINS

TRUSTEE

Total calculated

$0

Hours/week

1
Santiago CorradaSANTIAGO CORRADA

TRUSTEE

Total calculated

$0

Hours/week

1
Alis DrumgoALIS DRUMGO

TRUSTEE

Total calculated

$0

Hours/week

1
Scott FinkSCOTT FINK

TRUSTEE

Total calculated

$0

Hours/week

1
Michele FreedleMICHELE FREEDLE

TRUSTEE

Total calculated

$0

Hours/week

1
Ryan FrekingRYAN FREKING

TRUSTEE

Total calculated

$0

Hours/week

1
Danni GallagherDANNI GALLAGHER

TRUSTEE

Total calculated

$0

Hours/week

1
July L GenshaftJULY L GENSHAFT

TRUSTEE

Total calculated

$0

Hours/week

1
Gordon L GilletteGORDON L GILLETTE

TRUSTEE

Total calculated

$0

Hours/week

1
Bill GoedeBILL GOEDE

TRUSTEE

Total calculated

$0

Hours/week

1
Charlene GordonCHARLENE GORDON

TRUSTEE

Total calculated

$0

Hours/week

1
Bob Gries JrBOB GRIES JR

TRUSTEE

Total calculated

$0

Hours/week

1
Fraser HimesFRASER HIMES

TRUSTEE

Total calculated

$0

Hours/week

1
Terry M IgoTERRY M IGO

TRUSTEE

Total calculated

$0

Hours/week

1
Ken JonesKEN JONES

TRUSTEE

Total calculated

$0

Hours/week

1
Greg KadetGREG KADET

TRUSTEE

Total calculated

$0

Hours/week

1
Jack Kirkland JrJACK KIRKLAND JR

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Zena LanskyZENA LANSKY

TRUSTEE

Total calculated

$0

Hours/week

1
Barry LevineBARRY LEVINE

TRUSTEE

Total calculated

$0

Hours/week

1
Ad Sandy MacKinnonAD SANDY MACKINNON

TRUSTEE

Total calculated

$0

Hours/week

2 + 2 related
Jason MageeJASON MAGEE

TRUSTEE

Total calculated

$0

Hours/week

1
Guido ManiscalcoGUIDO MANISCALCO

TRUSTEE

Total calculated

$0

Hours/week

1
Larry McHaleLARRY MCHALE

TRUSTEE

Total calculated

$0

Hours/week

1
Steven H MezerSTEVEN H MEZER

TRUSTEE

Total calculated

$0

Hours/week

1
Alexi MootooALEXI MOOTOO

TRUSTEE

Total calculated

$0

Hours/week

1
Robert Morrison JrROBERT MORRISON JR

TRUSTEE

Total calculated

$0

Hours/week

1
Frank MorsaniFRANK MORSANI

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Pallavi K PatelPALLAVI K PATEL

TRUSTEE

Total calculated

$0

Hours/week

1
David PizzoDAVID PIZZO

TRUSTEE

Total calculated

$0

Hours/week

1
Kevin PlummerKEVIN PLUMMER

TRUSTEE

Total calculated

$0

Hours/week

1
Deborah PondDEBORAH POND

TRUSTEE

Total calculated

$0

Hours/week

1
Craig RichardCRAIG RICHARD

TRUSTEE

Total calculated

$0

Hours/week

1
Jonathan SantelliJONATHAN SANTELLI

TRUSTEE

Total calculated

$0

Hours/week

1
Gary SassoGARY SASSO

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Martin SilbigerMARTIN SILBIGER

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Lisa SimingtonLISA SIMINGTON

TRUSTEE

Total calculated

$0

Hours/week

1
Rick SimonettiRICK SIMONETTI

TRUSTEE

Total calculated

$0

Hours/week

1
Sharon SteinSHARON STEIN

TRUSTEE

Total calculated

$0

Hours/week

1
Catherine L StrazCATHERINE L STRAZ

TRUSTEE

Total calculated

$0

Hours/week

1
Jessica VaughnJESSICA VAUGHN

TRUSTEE

Total calculated

$0

Hours/week

1
Ronald VaughnRONALD VAUGHN

TRUSTEE

Total calculated

$0

Hours/week

1
Todd WicknerTODD WICKNER

TRUSTEE

Total calculated

$0

Hours/week

1
Debra WilliamsDEBRA WILLIAMS

TRUSTEE

Total calculated

$0

Hours/week

1
Samuel L Wright SrSAMUEL L WRIGHT SR

TRUSTEE

Total calculated

$0

Hours/week

1
Gregory HollandGREGORY HOLLAND

CHIEF EXECUTIVE OFFICER

Total calculated

$164,382

From this org

$161,932

From related orgs

$0

Other

$2,450

Hours/week

25 + 15 related

Schedule J breakdown matched by us

Base

$125,265

Bonus

$0

Other

$36,667

Deferred

$0

Nontaxable benefits

$2,450

Filer's total

$164,382
Mary Beth RossiMARY BETH ROSSI

CHIEF ADMIN & FINANCIAL OFFICER

Total calculated

$317,769

From this org

$271,123

From related orgs

$0

Other

$46,646

Hours/week

25 + 15 related

Schedule J breakdown matched by us

Base

$256,682

Bonus

$13,925

Other

$516

Deferred

$21,489

Nontaxable benefits

$25,157

Filer's total

$317,769
Lorrin ShepardLORRIN SHEPARD

CHIEF OPERATING OFFICER

Total calculated

$279,203

From this org

$245,726

From related orgs

$0

Other

$33,477

Hours/week

32 + 8 related

Schedule J breakdown matched by us

Base

$231,077

Bonus

$13,925

Other

$724

Deferred

$19,053

Nontaxable benefits

$14,424

Filer's total

$279,203
Julie BrittonJULIE BRITTON

CHIEF DEVELOPMENT OFFICER

Total calculated

$213,734

From this org

$187,825

From related orgs

$0

Other

$25,909

Hours/week

25 + 15 related

Schedule J breakdown matched by us

Base

$173,108

Bonus

$13,925

Other

$792

Deferred

$14,198

Nontaxable benefits

$11,711

Filer's total

$213,734
Summer BohnenkampSUMMER BOHNENKAMP

CHIEF PROGRAMMING & MARKETING OFFICER

Total calculated

$178,492

From this org

$144,396

From related orgs

$0

Other

$34,096

Hours/week

40

Schedule J breakdown matched by us

Base

$130,311

Bonus

$13,925

Other

$160

Deferred

$11,090

Nontaxable benefits

$23,006

Filer's total

$178,492
Anthony WaltersANTHONY WALTERS

VP TICKETING & GUEST SERVICES

Total calculated

$154,502

From this org

$133,193

From related orgs

$0

Other

$21,309

Hours/week

40

Schedule J breakdown matched by us

Base

$124,263

Bonus

$8,355

Other

$575

Deferred

$10,265

Nontaxable benefits

$11,044

Filer's total

$154,502
Javier RasmussenJAVIER RASMUSSEN

VP FOOD & BEVERAGE

Total calculated

$150,568

From this org

$118,747

From related orgs

$0

Other

$31,821

Hours/week

40

Schedule J breakdown matched by us

Base

$110,061

Bonus

$8,355

Other

$331

Deferred

$7,121

Nontaxable benefits

$24,700

Filer's total

$150,568
Philip NealPHILIP NEAL

DANCE DEPT. CHAIR & ARTISTIC DIRECTOR - NGB

Total calculated

$135,885

From this org

$112,314

From related orgs

$0

Other

$23,571

Hours/week

40
Curtis Marshall JrCURTIS MARSHALL JR

VP OPERATIONS

Total calculated

$144,077

From this org

$112,131

From related orgs

$0

Other

$31,946

Hours/week

40
Gerald BoutotGERALD BOUTOT

DIRECTOR OF IT

Total calculated

$129,429

From this org

$110,245

From related orgs

$0

Other

$19,184

Hours/week

40
Judith LisiJUDITH LISI

FORMER CHIEF EXECUTIVE OFFICER

Total calculated

$970,897

From this org

$925,748

From related orgs

$0

Other

$45,149

Hours/week

0 + 1 related

Schedule J breakdown matched by us

Base

$761,397

Bonus

$163,887

Other

$464

Deferred

$24,400

Nontaxable benefits

$20,749

Filer's total

$970,897

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 · Travel for companions
1a · Housing allowance or residence for personal use
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
7 · Other non-fixed payments

Answered no

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

The filer's explanations (Part III)

PART I, LINE 1A: CEO GREGORY HOLLAND'S EMPLOYMENT CONTRACT PROVIDES FOR REIMBURSEMENT OF RELOCATION EXPENSES UP TO $60,000, WHICH COVERS MOVING EXPENSES, APPROVED TRAVEL EXPENSES, AND SIX (6) MONTHS OF TEMPORARY FURNISHED HOUSING. APPROVED TRAVEL EXPENSES COVER BOTH THE CEO AND HIS WIFE FOR A PRESET NUMBER OF TRIPS BETWEEN CALIFORNIA (FORMER RESIDENCE) AND FLORIDA (NEW RESIDENCE). REIMBURSEMENTS WERE APPROPRIATELY APPROVED, SUBSTANTIATED, AND INCLUDED IN THE CEO'S W-2 WAGES FOR CALENDAR YEARS 2022 AND 2023, AS APPROPRIATE.
PART I, LINE 5: THE CEO HAS A WRITTEN CONTRACT, WHICH INCLUDES A DISCRETIONARY BONUS CONSIDERATION. NO FORMAL BONUS PROGRAM IS IN PLACE FOR OTHER OFFICERS OR HIGHLY COMPENSATED EMPLOYEES; BONUSES ARE DISCRETIONARY BASED ON THE OVERALL FINANCIAL CONDITION OF THE STRAZ CENTER IN ANY GIVEN YEAR, NOT SPECIFICALLY ON REVENUES. THE DISCRETIONARY BONUSES PAID TO MANAGEMENT OFFICERS AND HIGHLY COMPENSATED EMPLOYEES WERE ACCRUED AS OF FISCAL YEAR END SEPTEMBER 30, 2023 AND PAID IN NOVEMBER 2024.
PART I, LINE 7: IN ACCORDANCE WITH THE CEO'S EMPLOYMENT CONTRACT, THE CEO RECEIVES AN ANNUAL CONTRACTUAL BONUS OF UP TO 25% OF BASE COMPENSATION AT THE DISCRETION OF THE BOARD OF TRUSTEES. THE BONUS IS BASED ON REVIEW OF ACHIEVEMENTS OF STRATEGIC AND ANNUAL ORGANIZATIONAL OPERATIONAL AND FINANCIAL GOALS, AS WELL AS COMMUNITY ENGAGEMENT. THE AMOUNT REPORTED IN PART II, COLUMN (B)(II) FOR THE CEO INCLUDES FIXED INCENTIVE COMPENSATION IN ADDITION TO THE NON-FIXED BONUS DESCRIBED ABOVE. FOR OTHER EMPLOYEES, BONUSES ARE STRICTLY DISCRETIONARY AND ARE EVALUATED ON A YEAR-BY-YEAR BASIS. IF BONUSES ARE DETERMINED TO BE PAID OUT, THEY ARE APPROVED BY THE 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

No itemized grants to organizations 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.

TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC

501(C)(3) · SUPPORT TAMPA BAY PERFORMING ARTS CENTER, INC. · FL · controlled entity

Directly controlled by TAMPA BAY PERFORMING ARTS CENTER INC

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.

BROADWAY GENESIS LLC

PRODUCTION MANAGEMENT · FL · income $0 · assets $500

Directly controlled by TAMPA BAY PERFORMING ARTS CENTER INC

Provenance

Return type: form_990
Tax year: 2022
Filed: 28 May 2024
IRS schema version: 2022v5.0
Source object: 202421559349301372

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.