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Nonprofiteer
← SARASOTA MEMORIAL HEALTHCARE FOUNDATION

Form 990 for tax year 2024

Filed by SARASOTA MEMORIAL HEALTHCARE FOUNDATION.

Totals

Total revenue
$36,006,342
Total expenses
$18,830,229
Contributions and grants received
$26,158,554
Grants paid
$14,315,702
Program service revenue
$0
Investment income
$7,786,157
Other revenue
$2,061,631
Total assets, end of year
$186,617,988
Total liabilities, end of year
$1,345,217
Net assets or fund balances, end of year
$185,272,771
Program services expenses (Part IX)
$14,315,702
Management and general expenses
$2,079,565
Fundraising expenses
$2,434,962
Program service expenses (Part III)
$14,315,702

Program services were 76.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT G BARTNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • CARL W BATTLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • KEVIN COLLINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • GARY DORNBUSH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ROBERT ESSNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JOHN GROETELAARS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • THOMAS F KELLY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MICHAEL KLEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • TERRY LUNDGREN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • GWEN MACKENZIE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DIANE MAYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JONATHAN E MITCHELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • BARBARA RODKIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SAMUEL C SCOTT III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JON SODERBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JACKIE TILTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DAVID VERINDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • KIRK VOELKER MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JOEL MORGANROTH MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • SANDRA K STUART

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    10

  • ROBERT LEE WOOD

    CHAIR

    Total calculated
    $0
    Hours/week
    10

  • DEBORAH KABINOFF

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • ERIC SPIEGEL

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • STACEY CORLEY

    PRESIDENT

    Total calculated
    $375,979
    From this org
    $336,990
    From related orgs
    $0
    Other
    $38,989
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $274,375
    Bonus
    $62,615
    Other
    $0
    Deferred
    $11,265
    Nontaxable benefits
    $27,724
    Filer's total
    $375,979

  • CRAIG A MORAN

    DIR. OF DEVELOPMENT

    Total calculated
    $206,819
    From this org
    $181,729
    From related orgs
    $0
    Other
    $25,090
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,948
    Bonus
    $11,781
    Other
    $0
    Deferred
    $7,006
    Nontaxable benefits
    $18,084
    Filer's total
    $206,819

  • PATRICK J MCQUILLAN

    VICE PRES. OF STRATEGIC PHILANTHROPY

    Total calculated
    $225,826
    From this org
    $191,897
    From related orgs
    $0
    Other
    $33,929
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $179,553
    Bonus
    $12,344
    Other
    $0
    Deferred
    $6,969
    Nontaxable benefits
    $26,960
    Filer's total
    $225,826

  • SALLY A SCHULE

    DIR. OF COMMUNITY ENGAGEMENT

    Total calculated
    $194,204
    From this org
    $178,553
    From related orgs
    $0
    Other
    $15,651
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,604
    Bonus
    $10,949
    Other
    $0
    Deferred
    $6,909
    Nontaxable benefits
    $8,742
    Filer's total
    $194,204

  • PATRICIA MAHLER

    DIR. OF COMMUNICATIONS

    Total calculated
    $173,275
    From this org
    $160,223
    From related orgs
    $0
    Other
    $13,052
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $149,836
    Bonus
    $10,387
    Other
    $0
    Deferred
    $6,833
    Nontaxable benefits
    $6,219
    Filer's total
    $173,275

  • SHANA MEADOWS

    DIR. OF FINANCE AND OPERATIONS

    Total calculated
    $187,183
    From this org
    $171,685
    From related orgs
    $0
    Other
    $15,498
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $162,598
    Bonus
    $9,087
    Other
    $0
    Deferred
    $5,562
    Nontaxable benefits
    $9,936
    Filer's total
    $187,183

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202612259349300916

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