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Nonprofiteer
← COMMUNITY FOUNDATION OF TAMPA BAY INC

Form 990 for tax year 2023

Filed by COMMUNITY FOUNDATION OF TAMPA BAY INC.

Totals

Total revenue
$203,636,714
Total expenses
$38,618,535
Contributions and grants received
$170,765,601
Grants paid
$32,102,440
Program service revenue
$553,544
Investment income
$32,044,398
Other revenue
$273,171
Total assets, end of year
$879,240,557
Total liabilities, end of year
$73,238,292
Net assets or fund balances, end of year
$806,002,265
Program services expenses (Part IX)
$33,854,588
Management and general expenses
$3,471,357
Fundraising expenses
$1,292,590
Program service expenses (Part III)
$33,854,588

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • OSCAR J HORTON

    CHAIR

    Total calculated
    $0
    Hours/week
    10

  • MICHAEL M STARKEY

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LINDA O SIMMONS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MILES S CAPRON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RONALD L CIGANEK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA DOUGLAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDY HAFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS F KENNEDY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAREN B LANESE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER C LYKES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SAREET MAJUMDAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDRES PRIDA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN TOUCHTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAY ANNIS WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN SNEED

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK SENA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DICK DOBKIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARLENE M SPALTEN

    PRESIDENT/CEO

    Total calculated
    $442,795
    From this org
    $402,228
    From related orgs
    $0
    Other
    $40,567
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $334,228
    Bonus
    $68,000
    Other
    $0
    Deferred
    $40,079
    Nontaxable benefits
    $488
    Filer's total
    $442,795

  • KORY BURKLEY

    VP - CFO

    Total calculated
    $203,447
    From this org
    $173,516
    From related orgs
    $0
    Other
    $29,931
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,516
    Bonus
    $0
    Other
    $0
    Deferred
    $20,250
    Nontaxable benefits
    $9,681
    Filer's total
    $203,447

  • SHEILA KINMAN

    VP - PHILANTHROPY

    Total calculated
    $247,999
    From this org
    $213,793
    From related orgs
    $0
    Other
    $34,206
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $213,793
    Bonus
    $0
    Other
    $0
    Deferred
    $24,776
    Nontaxable benefits
    $9,430
    Filer's total
    $247,999

  • JESSE CORAGGIO

    VP - COMMUNITY IMPACT

    Total calculated
    $153,799
    From this org
    $137,555
    From related orgs
    $0
    Other
    $16,244
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $137,555
    Bonus
    $0
    Other
    $0
    Deferred
    $15,718
    Nontaxable benefits
    $526
    Filer's total
    $153,799

  • BERKELY SPAIN

    CONTROLLER

    Total calculated
    $139,664
    From this org
    $116,734
    From related orgs
    $0
    Other
    $22,930
    Hours/week
    50

  • WILMA NORTON

    VP - COMMUNITY CONNECTIONS

    Total calculated
    $137,449
    From this org
    $115,123
    From related orgs
    $0
    Other
    $22,326
    Hours/week
    50

  • KATHLEEN SHULTZ

    COMMUNITY ADVOCATE

    Total calculated
    $125,567
    From this org
    $115,997
    From related orgs
    $0
    Other
    $9,570
    Hours/week
    50

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 · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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 1A - BENEFITS PROVIDED TO CEO
THE FOUNDATION BOARD APPROVED PAYING THE DUES AT THE CENTRE CLUB (SOCIAL CLUB) FOR USE BY THE CEO FOR BUSINESS MEETINGS AND FOUNDATION EVENTS. THE CLUB HAS BEEN USED ONLY FOR BUSINESS PURPOSES. SHOULD PERSONAL USE OF THE CLUB ARISE, THE CEO WILL REIMBURSE THE FOUNDATION FOR SUCH CHARGES.

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.

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.

  • CFTB REALTY LLC

    HOLDING REAL ESTATE · FL

    Directly controlled by COMMUNITY FOUNDATION OF TAMPA BAY

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (16)

    T · TRUST ADMINISTRATION · FL · 100% owned · share of assets $4,922,974

    Directly controlled by COMMUNITY FOUNDATION OF TAMPA BAY

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541329349303559

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

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