Form 990 for tax year 2022
Filed by UNIVERSITY OF SOUTH FLORIDA FOUNDATION INC.
Totals
- Total revenue
- $68,468,169
- Total expenses
- $100,413,985
- Contributions and grants received
- $52,527,060
- Grants paid
- $84,545,476
- Program services expenses (Part IX)
- $90,873,141
- Management and general expenses
- $5,939,612
- Fundraising expenses
- $3,601,232
- Program service expenses (Part III)
- $90,873,141
Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Anthony Reginald James
Chair
- Total calculated
- $0
- Hours/week
- 5
-
Ashley Monique Butler
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Debbie Nye Sembler
Vice Chair
- Total calculated
- $0
- Hours/week
- 5
-
Jose Eduardo Valiente
Immediate Past Chair
- Total calculated
- $0
- Hours/week
- 5
-
KimberlyAnn Ross
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Andrea Gonzmart Williams
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Anila Jain
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Anthony Umholtz
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
April Rose Grajales
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Brad Bernstein
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Christine Turner
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
David Goldstein
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Dolores Garcia
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Donna Longhouse
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Dr Andy Hafer
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
DR ERIC EISENBERG
INTERIM USF EXEC VP & PROVOST (AUG 2022 THRU MARCH 2023)
- Total calculated
- $518,459
- From this org
- $0
- From related orgs
- $474,787
- Other
- $43,672
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $449,865 related
- Bonus
- $0 + $24,922 related
- Other
- $0
- Deferred
- $0 + $22,508 related
- Nontaxable benefits
- $0 + $21,164 related
- Filer's total
- $0 + $518,459 related
-
Dr Gilbert T Gonzalez
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
DR Prasant Mohapatra
USF EXEC VP & PROVOST (BEGINNING MARCH 2023)
- Total calculated
- $0
- Hours/week
- 5 + 35 related
-
DR RALPH WILCOX
USF EXEC VP & PROVOST (thru Aug 2022)
- Total calculated
- $557,639
- From this org
- $0
- From related orgs
- $532,713
- Other
- $24,926
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $476,093 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 + $557,639 related
-
Elizabeth Krystyn
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
George Morgan
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Grace Maseda-Sainz
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Joie Chitwood III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Julius D Davis
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Laura Crouch
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Martin Martin
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Michelle Lynch
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Michelle Truman
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Panos Vasiloudes
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Rebecca Bast
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Rhea Law
PRESIDENT, UNIVERSITY OF SOUTH FLORIDA
- Total calculated
- $1,279,732
- From this org
- $0
- From related orgs
- $1,127,319
- Other
- $152,413
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $621,423 related
- Bonus
- $0 + $275,000 related
- Other
- $0 + $230,896 related
- Deferred
- $0 + $152,116 related
- Nontaxable benefits
- $0 + $297 related
- Filer's total
- $0 + $1,279,732 related
-
Richard Sobieray
USF SVP BUSINESS AND FINANCE
- Total calculated
- $679,437
- From this org
- $0
- From related orgs
- $641,298
- Other
- $38,139
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $485,778 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 + $679,437 related
-
Robert Donaldson
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Sam Barrington
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Stephanie Goforth
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Stephen Fessler
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Steve Griggs
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
William Mariotti
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jay Stroman
SR. VICE PRESIDENT, UNIVERSITY ADVANCEMENT AND CEO, USF FOUNDATION
- Total calculated
- $708,238
- From this org
- $0
- From related orgs
- $617,146
- Other
- $91,092
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $506,526 related
- Bonus
- $0 + $100,000 related
- Other
- $0 + $10,620 related
- Deferred
- $0 + $69,232 related
- Nontaxable benefits
- $0 + $21,860 related
- Filer's total
- $0 + $708,238 related
-
PAM PRADO
Chief of Staff, University Advancement
- Total calculated
- $142,074
- From this org
- $0
- From related orgs
- $124,813
- Other
- $17,261
- Hours/week
- 40
-
Rob Fischman
VICE PRESIDENT, BUSINESS & FINANCE AND USF FOUNDATION CFO
- Total calculated
- $292,995
- From this org
- $0
- From related orgs
- $258,169
- Other
- $34,826
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $250,549 related
- Bonus
- $0
- Other
- $0 + $7,620 related
- Deferred
- $0 + $13,068 related
- Nontaxable benefits
- $0 + $21,758 related
- Filer's total
- $0 + $292,995 related
-
Arty Giallourakis
Associate VP Health Development and Alumni Relations
- Total calculated
- $244,691
- From this org
- $0
- From related orgs
- $213,299
- Other
- $31,392
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $205,679 related
- Bonus
- $0
- Other
- $0 + $7,620 related
- Deferred
- $0 + $11,536 related
- Nontaxable benefits
- $0 + $19,856 related
- Filer's total
- $0 + $244,691 related
-
Jennifer McAfee
SENIOR ASSOCIATE VICE PRESIDENT OF DEVELOPMENT
- Total calculated
- $298,597
- From this org
- $0
- From related orgs
- $260,944
- Other
- $37,653
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $246,158 related
- Bonus
- $0
- Other
- $0 + $14,786 related
- Deferred
- $0 + $15,897 related
- Nontaxable benefits
- $0 + $21,756 related
- Filer's total
- $0 + $298,597 related
-
Kelley Gibson
SENIOR ASSOCIATE VICE PRESIDENT OF DEVELOPMENT
- Total calculated
- $278,916
- From this org
- $0
- From related orgs
- $244,910
- Other
- $34,006
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $236,090 related
- Bonus
- $0
- Other
- $0 + $8,820 related
- Deferred
- $0 + $12,254 related
- Nontaxable benefits
- $0 + $21,752 related
- Filer's total
- $0 + $278,916 related
-
Noreen Segrest
VICE PRESIDENT OF UNIVERSITY ADVANCEMENT AND CHIEF OPERATING OFFICER
- Total calculated
- $326,642
- From this org
- $0
- From related orgs
- $290,109
- Other
- $36,533
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $282,489 related
- Bonus
- $0
- Other
- $0 + $7,620 related
- Deferred
- $0 + $14,762 related
- Nontaxable benefits
- $0 + $21,771 related
- Filer's total
- $0 + $326,642 related
-
Dan Caterinicchia
Associate VP Marketing and Communications
- Total calculated
- $245,096
- From this org
- $0
- From related orgs
- $215,171
- Other
- $29,925
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $192,236 related
- Bonus
- $0
- Other
- $0 + $22,935 related
- Deferred
- $0 + $10,073 related
- Nontaxable benefits
- $0 + $19,852 related
- Filer's total
- $0 + $245,096 related
-
Kristin Green
ASSISTANT VICE PRESIDENT
- Total calculated
- $175,412
- From this org
- $0
- From related orgs
- $147,831
- Other
- $27,581
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $146,811 related
- Bonus
- $0
- Other
- $0 + $1,020 related
- Deferred
- $0 + $7,725 related
- Nontaxable benefits
- $0 + $19,856 related
- Filer's total
- $0 + $175,412 related
-
Lelo Prado
ASSOCIATE VICE PRESIDENT OF DEVELOPMENT
- Total calculated
- $245,257
- From this org
- $0
- From related orgs
- $222,885
- Other
- $22,372
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $208,851 related
- Bonus
- $0
- Other
- $0 + $14,034 related
- Deferred
- $0 + $11,523 related
- Nontaxable benefits
- $0 + $10,849 related
- Filer's total
- $0 + $245,257 related
-
Marion Yongue
ASSOCIATE VICE PRESIDENT OF DEVELOPMENT
- Total calculated
- $229,895
- From this org
- $0
- From related orgs
- $199,890
- Other
- $30,005
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $192,270 related
- Bonus
- $0
- Other
- $0 + $7,620 related
- Deferred
- $0 + $10,149 related
- Nontaxable benefits
- $0 + $19,856 related
- Filer's total
- $0 + $229,895 related
-
Steve Blair
PRINCIPAL GIFT OFFICER
- Total calculated
- $332,390
- From this org
- $0
- From related orgs
- $295,560
- Other
- $36,830
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $285,310 related
- Bonus
- $0
- Other
- $0 + $10,250 related
- Deferred
- $0 + $15,056 related
- Nontaxable benefits
- $0 + $21,774 related
- Filer's total
- $0 + $332,390 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 — 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 · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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)
- Schedule J, Part I, Line 1a Housing allowance or residence for personal use
- * RHEA LAW, PRESIDENT, UNIVERSITY OF SOUTH FLORIDA THE FULL AMOUNT OF THESE PAYMENTS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION.
- Schedule J, Part I, Line 1a Health or social club dues or initiation fees
- * RHEA LAW, PRESIDENT, UNIVERSITY OF SOUTH FLORIDA * JENNIFER MCAFEE, SENIOR ASSOCIATE VICE PRESIDENT OF DEVELOPMENT * STEVEN BLAIR, PRINCIPAL GIFTS OFFICER * LELO PRADO, ASSOCIATE VICE PRESIDENT THE FULL AMOUNT OF THESE PAYMENTS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- The individuals listed below participated in a supplemental non-qualified deferred compensation plan. During calendar year 2022, contributions related to such plans were made for the following individuals. These amounts are included on Schedule J, Part II, Column C: Rhea Law - $131,000 Jay Stroman - $50,000 There were no distributions out of such plans during calendar year 2022.
- Schedule J, Part I SUPPLEMENTAL COMPENSATION INFORMATION
- EMPLOYEES OF THE UNIVERSITY PERFORM OPERATING FUNCTIONS FOR THE FOUNDATION. THE UNIVERSITY TRACKS, ADMINISTERS, AND REPORTS ALL PAYROLL AND FRINGE BENEFIT COSTS. THE FOUNDATION TRANSFERS FUNDS TO THE UNIVERSITY FOR THESE COSTS. THE AMOUNT FUNDED BY THE FOUNDATION TO THE UNIVERSITY WAS APPROXIMATELY $3,874,849 FOR THE YEAR ENDED JUNE 30, 2023.
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
-
$84,530,476
ACADEMIC & STUDENT SUPPORT
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.
-
THE UNIVERSITY OF SOUTH FLORIDA BOARD OF TRUSTEES
501(c)(1) · EDUCATION · FL
-
501(c)(3) · ALUMNI RELATIONS · FL
Directly controlled by USF BOARD OF TRUSTEES
-
USF HEALTH PROFESSIONS CONFERENCING CORPORATION
501(c)(3) · HEALTHCARE · FL
Directly controlled by USF BOARD OF TRUSTEES
-
UNIVERSITY OF SOUTH FLORIDA INSTITUTE OF APPLIED ENGINEERING
501(c)(3) · EDUCATION · FL
Directly controlled by USF BOARD OF TRUSTEES
-
501(c)(3) · RESEARCH · FL
Directly controlled by USF BOARD OF TRUSTEES
-
501(c)(3) · EVENT FACILITY · FL
Directly controlled by USF BOARD OF TRUSTEES
-
UNIVERSITY MEDICAL SERVICE ASSOCIATION INC
501(c)(3) · TO SUPPORT USF'S COLLEGE OF MEDICINE IN RESEARCH AND EDUCATION · FL
Directly controlled by USF BOARD OF TRUSTEES
-
501(c)(3) · FINANCING · FL
Directly controlled by USF BOARD OF TRUSTEES
-
501(c)(3) · SUPPORT USF Fin Corp · FL
Directly controlled by USF Financing Corp
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431359349313863
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