Form 990 for tax year 2023
Filed by H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC.
Totals
- Total revenue
- $43,785,413
- Total expenses
- $28,251,742
- Contributions and grants received
- $43,781,129
- Grants paid
- $18,749,335
- Program services expenses (Part IX)
- $19,593,335
- Management and general expenses
- $3,708,732
- Fundraising expenses
- $4,949,675
- Program service expenses (Part III)
- $19,593,335
Program services were 69.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
YVETTE M LYONS TREMONTI
EVP-CFAO & ASST TREAS TO 5/17/24
- Total calculated
- $1,439,828
- From this org
- $0
- From related orgs
- $1,042,682
- Other
- $397,146
- Hours/week
- 4 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $772,296 related
- Bonus
- $0 + $212,568 related
- Other
- $0 + $57,818 related
- Deferred
- $0 + $362,337 related
- Nontaxable benefits
- $0 + $38,529 related
- Filer's total
- $0 + $1,443,548 related
-
L DAVID DE LA PARTE
EVP GEN CO & ASST SEC TO 6/11/24
- Total calculated
- $1,257,346
- From this org
- $0
- From related orgs
- $865,274
- Other
- $392,072
- Hours/week
- 4 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $643,431 related
- Bonus
- $0 + $178,715 related
- Other
- $0 + $43,128 related
- Deferred
- $0 + $365,841 related
- Nontaxable benefits
- $0 + $29,834 related
- Filer's total
- $0 + $1,260,949 related
-
SARABDEEP SINGH
EVP/COO
- Total calculated
- $993,161
- From this org
- $0
- From related orgs
- $872,462
- Other
- $120,699
- Hours/week
- 3 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $682,357 related
- Bonus
- $0 + $185,203 related
- Other
- $0 + $4,902 related
- Deferred
- $0 + $87,740 related
- Nontaxable benefits
- $0 + $38,053 related
- Filer's total
- $0 + $998,255 related
-
JOANNA WEISS
EVP-CFAO & ASST TREAS AS OF 5/19/24
- Total calculated
- $719,969
- From this org
- $0
- From related orgs
- $528,314
- Other
- $191,655
- Hours/week
- 4 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $407,594 related
- Bonus
- $0 + $94,914 related
- Other
- $0 + $25,806 related
- Deferred
- $0 + $158,381 related
- Nontaxable benefits
- $0 + $36,877 related
- Filer's total
- $0 + $723,572 related
-
MARIA MULLER
PRES/EVP-CHIEF PHILAN OFFICER
- Total calculated
- $636,174
- From this org
- $544,664
- From related orgs
- $0
- Other
- $91,510
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $424,383
- Bonus
- $116,158
- Other
- $4,123
- Deferred
- $80,833
- Nontaxable benefits
- $14,292
- Filer's total
- $639,789
-
B LEE GREEN
FRM INT PRES 9/1-11/30/2018
- Total calculated
- $612,995
- From this org
- $0
- From related orgs
- $346,031
- Other
- $266,964
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $288,120 related
- Bonus
- $0 + $53,548 related
- Other
- $0 + $4,363 related
- Deferred
- $0 + $235,441 related
- Nontaxable benefits
- $0 + $38,578 related
- Filer's total
- $0 + $620,050 related
-
MARY L COFFEEN
DIR DONOR REL & COMMUNICATIONS
- Total calculated
- $338,077
- From this org
- $191,213
- From related orgs
- $0
- Other
- $146,864
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $146,346
- Bonus
- $19,280
- Other
- $25,587
- Deferred
- $132,639
- Nontaxable benefits
- $14,851
- Filer's total
- $338,703
-
REBECCA S NORMAN
SR DIR DEVELOPMENT SVCS
- Total calculated
- $258,436
- From this org
- $204,542
- From related orgs
- $0
- Other
- $53,894
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $173,565
- Bonus
- $21,549
- Other
- $9,428
- Deferred
- $21,135
- Nontaxable benefits
- $33,586
- Filer's total
- $259,263
-
AMANDA S HOLLIS
DIR FOUNDATION GIVING
- Total calculated
- $232,738
- From this org
- $180,561
- From related orgs
- $0
- Other
- $52,177
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $154,157
- Bonus
- $19,553
- Other
- $6,851
- Deferred
- $16,761
- Nontaxable benefits
- $36,197
- Filer's total
- $233,519
-
MICHAEL LAYTON
PROSPECT DEV ANALYTICS DIRECTOR
- Total calculated
- $184,178
- From this org
- $159,082
- From related orgs
- $0
- Other
- $25,096
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $136,905
- Bonus
- $16,657
- Other
- $5,520
- Deferred
- $12,098
- Nontaxable benefits
- $14,242
- Filer's total
- $185,422
-
TYLER WILSON
MAJORS GIFT DIRECTOR
- Total calculated
- $177,524
- From this org
- $150,832
- From related orgs
- $0
- Other
- $26,692
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $125,457
- Bonus
- $10,403
- Other
- $14,972
- Deferred
- $21,367
- Nontaxable benefits
- $6,139
- Filer's total
- $178,338
-
ROSE BAKER REILLY
DIRECTOR & CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
EDWARD C DROSTE
DIRECTOR & IMMED PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BENJAMIN H HILL III ESQ
DIRECTOR, PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PETER T KIRKWOOD ESQ
DIRECTOR & VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH CABALLERO
DIRECTOR & SEC/TREAS
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ASHLEY BELL BARNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA RYALS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
EILEEN SENA CURD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FREDERICK LYNCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JIM OVERTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JIM U MORRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIE WOOLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KIERSTEN L ALLEN
DIRECTOR TO 2/1/24
- Total calculated
- $0
- Hours/week
- 1
-
KIM SWEERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK SOBERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAUL ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETER J CAMPO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD GONZMART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT DUTKOWSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RONALD J CAMPBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
S KATHERINE FRAZIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SAREET MAJUMDAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SEAN HYER
DIRECTOR TO 3/1/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SHAY GRIESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN M RANEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THE HON H LEE MOFFITT ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
WILLIAM BRAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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
- 4b · Supplemental nonqualified retirement plan
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- MOFFITT FOUNDATION RELIES ON H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, A RELATED ORGANIZATION WHICH USES AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AN EXECUTIVE COMPENSATION COMMITTEE, AND THE APPROVAL BY THE BOARD OR THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD, TO ESTABLISH THE ORGANIZATION'S CEO, PRESIDENT, AND TOP MANAGEMENT OFFICIALS' COMPENSATION.
- PART I, LINE 4B
- TO BE ELIGIBLE TO PARTICIPATE IN THE 457(F) NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), PARTICIPANTS MUST ELECT TO CONTRIBUTE AT LEAST 10% ACROSS THE 403(B) AND 457(B) PLANS, AND ARE VESTED AFTER 10 YEARS OF SERVICE. LUMP SUM DISTRIBUTIONS FROM THE ACCOUNT ARE MADE UPON NORMAL RETIREMENT OR TERMINATION. BELOW ARE INDIVIDUALS LISTED ON FOUNDATION'S 2023 FORM 990 PART VII, SECTION A, THAT PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND THEIR RESPECTIVE AMOUNTS OF COMPENSATION CONSTRUCTIVELY RECEIVED IN TAX YEAR 2023 FROM THE PLAN: LOUIS D. DE LA PARTE - $32,791 YVETTE M LYONS TREMONTI - $45,116 JOANNA WEISS - $24,396 MARIA MULLER - $0 SARABDEEP SINGH - $0 B. LEE GREEN STEPPED DOWN FROM HIS EXECUTIVE POSITION AND THEREFORE, NO LONGER PARTICIPATES IN THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN.
- PART I, LINE 6
- IN GENERAL, INCENTIVE COMPENSATION IS BASED ON MOFFITT'S ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS RELATED TO NET OPERATING INCOME AND ON DIVISION OR INDIVIDUAL GOALS. NET OPERATING INCOME MUST MEET OR EXCEED A CERTAIN THRESHOLD IN ORDER TO TRIGGER A PAYOUT FOR THE ORGANIZATIONAL GOAL COMPONENTS.
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
-
$14,848,533
PHILANTHROPIC DISTRIBUTIONS
-
H LEE MOFFITT CC&RI HOSPITAL INC
$1,960,300
PHILANTHROPIC DISTRIBUTIONS
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.
-
H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE HOSPITAL INC
501(C)(3) · PATIENT CARE · FL
Directly controlled by H LEE MOFFITT CC&RI INC
-
H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC
501(C)(3) · PARENT-RESEARCH · FL
-
H LEE MOFFITT CC&RI LIFETIME CANCER SCREENING CENTER INC
501(C)(3) · PRACTICE MANAGEMENT · FL
Directly controlled by H LEE MOFFITT CC&RI INC
-
MOFFITT REAL ESTATE HOLDING CORP
501(C)(2) · HOLDING TITLE TO REAL ESTATE · FL
Directly controlled by H LEE MOFFITT CC&RI INC
-
MOFFITT LIFESCIENCES CAMPUS MANAGEMENT CORP
501(C)(3) · REAL ESTATE PROPERTY MANAGEMENT · FL
Directly controlled by H LEE MOFFITT CC&RI INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500599349302200
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.