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← CITRUS RESEARCH AND DEVELOPMENT FOUNDATION INC

Form 990 for tax year 2023

Filed by CITRUS RESEARCH AND DEVELOPMENT FOUNDATION INC.

Totals

Total revenue
$39,410,905
Total expenses
$40,027,704
Contributions and grants received
$39,286,675
Grants paid
$39,282,543
Program service revenue
$0
Investment income
$124,230
Other revenue
$0
Total assets, end of year
$2,582,151
Total liabilities, end of year
$882,400
Net assets or fund balances, end of year
$1,699,751
Program services expenses (Part IX)
$40,002,331
Management and general expenses
$25,373
Fundraising expenses
$0
Program service expenses (Part III)
$40,002,331

Program services were 99.9% 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)

    $39,286,675

  • 3 · Investment income

    total $124,230 · excluded $124,230

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $39,282,543 · program services $39,282,543

  • 7 · Other salaries and wages

    total $328,979 · program services $328,979

  • 9 · Other employee benefits

    total $120,524 · program services $120,524

  • 11a · Fees: management

    total $124,463 · program services $124,463

  • 11c · Fees: accounting

    total $23,000 · management and general $23,000

  • 13 · Office expenses

    total $1,465 · program services $1,465

  • 14 · Information technology

    total $23,780 · program services $23,780

  • 17 · Travel

    total $13,891 · program services $13,891

  • 24a · Other expenses: AGRICULTURE SUPPLIES - FI

    total $46,741 · program services $46,741

  • 24b · Other expenses: INDUSTRY SPONSOR (HLB CON

    total $30,000 · program services $30,000

  • 24c · Other expenses: UTILITIES & COMMUNICATION

    total $10,500 · program services $10,500

  • 24d · Other expenses: PUBLICATIONS

    total $6,000 · program services $6,000

  • 24e · All other expenses

    total $15,818 · program services $13,445 · management and general $2,373

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $101,588 · end of year $392,225

  • 3 · Pledges and grants receivable

    beginning of year $1,724,035 · end of year $749,371

  • 11 · Investments: publicly traded securities

    beginning of year $1,842,668 · end of year $1,410,198

  • 15 · Other assets

    beginning of year $34,513 · end of year $30,357

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,386,254 · end of year $882,400

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,316,550 · end of year $1,699,751

Mission and programs · 2023

Mission

CITRUS RESEARCH AND DEVELOPMENT FOUNDATION, INC. IS A DIRECT SUPPORT ORGANIZATION FOR THE UNIVERSITY OF FLORIDA. THE FOUNDATION REVIEWS, APPROVES, AND COORDINATES RESEARCH PROJECTS FOCUSED ON DEVELOPING AND DELIVERING SOLUTIONS TO CITRUS DISEASES. FUNDING FOR PROGRAMS OF THE CRDF INCLUDES PROCEEDS OF RESEARCH BOX TAXES LEVIED ON FLORIDA CITRUS GROWERS. IN ADDITION, THE FOUNDATION ALSO RECEIVES LEGISLATIVE FUNDING AND PRIVATE DONATIONS. PRIVATE DONORS PROVIDE IMPORTANT RESEARCH SUPPORT FOR CRDF PROGRAMS. THE RESEARCH MANAGEMENT COMMITTEE (PREVIOUSLY, THE COMMERCIAL PRODUCT DELIVERY COMMITTEE) WORKS WITH RESEARCH PARTNERS TO INSURE INTELLECTUAL PROPERTY RIGHTS ARE PROTECTED AND COMMERCIAL PARTNERS FOR MANUFACTURING AND MARKETING OF TECHNOLOGY ARE IDENTIFIED. PROGRAMS OF THE CRDF BENEFIT NOT ONLY CITRUS GROWERS, BUT ALLIED INDUSTRIES AND THE CITIZENS OF FLORIDA.

  • CONDUCT PEER-REVIEWED CONTRACTED DISCOVERY RESEARCH ON ELEMENTS OF CITRUS HEALTH, FOCUSING ON THE TRIPARTITE DISEASE SYSTEM INVOLVING A BACTERIAL PATHOGEN, LIBERIBACTER ASIATICUS, THE INSECT VECTOR, ASIAN CITRUS PSYLLID, AND THE COMMERCIAL AND RESIDENTIAL CITRUS TREES IN FLORIDA. CRDF HAS MAINTAINED A ROBUST PORTFOLIO OF DISCOVERY SCIENCE IN NORTH AMERICA, CONTINUING TO SUPPORT IMPORTANT BACKGROUND AND INTERVENTION RESEARCH AT UNIVERSITIES, FEDERAL LABS, AND OTHER ENTITIES ACROSS THE US. SIGNIFICANT PROGRESS HAS BEEN MADE IN 2023-2024 IN UNDERSTANDING BIOLOGY OF THE ELEMENTS OF THIS DISEASE, AS WELL AS THE INTERACTIONS BETWEEN THE ELEMENTS THAT LEAD TO DISEASE AND HEALTH DECLINE, AND WHICH FORM TARGETS FOR INTERVENTION.

    Expenses $3,647,142 · Grants $3,057,543

  • TRANSLATIONAL WORK TO MOVE RESEARCH RESULTS TO SOLUTIONS FOR FLORIDA AND US CITRUS GROWERS HAS INCREASED IN IMPORTANCE AT CRDF AS RESEARCH RESULTS ARE BEING ANALYZED AND NEXT STEPS ARE DESIGNED. CRDF HAS ENLISTED NATIONAL EXPERTS TO ASSIST IN SELECTING WHICH RESEARCH PROPOSALS TO FUND AND IN INTERPRETING THE RESULTS OF INDIVIDUAL PROJECTS AND TOPICS, LEADING TO A VISION FOR HOW FIELD DEPLOYMENT OF THE RESEARCH AND ITS ADOPTION BY GROWERS CAN INCREASE YIELD AND QUALITY. NOTABLY, CRDF IS AMONG FEW PUBLIC/PRIVATE PARTNERSHIPS WITH GOVERNMENT AND FARMERS TO CONDUCT BOTH DISCOVERY AND TRANSLATIONAL ACTIVITIES AT THIS SCALE. DURING THE CURRENT FISCAL YEAR, A WIDE RANGE OF FIELD TRIALS WERE CONDUCTED OR FUNDED, BRINGING POTENTIAL SOLUTIONS INTO FOCUS UNDER REAL-WORLD GROWER CONDITIONS IN FLORIDA.

    Expenses $36,355,189 · Grants $36,225,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rick Dantzler

    CHIEF OP OFF

    Total calculated
    $166,758
    From this org
    $166,758
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,456
    Bonus
    not reported
    Other
    $1,302
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $166,758

  • George Hamner

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Aaron Himrod

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Deely Hunt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Matt Machata

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Ron Mahan

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Morgan McKenna

    PRESIDENT

    Total calculated
    $0
    Hours/week
    15

  • Trevor Murphy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Chris Gunter PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jeanna Mastrodicasa PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Taylor Smith PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Joby Sherrod

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    5

  • Sarah Spinosa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Matthew Story

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
4 October 2024
IRS schema version
2023v5.0
Source object
202412789349300801

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