THE COMMUNITY FOUNDATION OF SARASOTA CO INC

Address
2635 FRUITVILLE ROAD
SARASOTA, FL 34237
Contact
Website: http://www.cfsarasota.org
Phone: +1 (941) 955-3000
Nonprofit
NTEE: T31 - Community Foundations
EIN: 59-1956886

Mission

COMMUNITY IMPACT POWERED BY PHILANTHROPY.
 201720162015
Basic features of the organization
Year of formation1979
Subsection501(c)(3)
Organization typeCorporation
Metropolitan statistical area7510
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$915,461.00$766,289.00$741,138.00
Sum of reportable (W2/1099) compensation$825,833.00$570,995.00$737,430.00
Number of employees303030
Number of people compensated >$100k534
Number of volunteers505050
Number of highly compensated contractors420
Personnel
Annis, John
TitleSVP, COMMUNITY INVESTMENTSVP, COMMUNITY INVESTMENTSR VICE PRESIDENT, COMMUNITY
Name of key/compensated personJOHN ANNISJOHN ANNISJOHN ANNIS
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$151,089.00$134,646.00$118,987.00
Breakdown of reportable comp
Base reportable compensation from org$133,865.00  
Bonus and incentive reportable compensation$17,224.00  
Other reportable compensation from org$0.00  
Retirement and other deferred compensation$13,598.00  
Nontaxable benefits from org$921.00  
Compensation from org previously reported as deferred$0.00  
Other comp, non-reportable, from org and related orgs$14,519.00$12,976.00$11,709.00
Sum of all compensation from org$165,608.00  
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Base reportable compensation from related orgs$0.00  
Bonus and incentive reportable comp from related orgs$0.00  
Other reportable compensation from related orgs$0.00  
Retirement and other deferred compensation from related orgs$0.00  
Nontaxable benefits from related orgs$0.00  
Compensation from related orgs previously reported as deferred$0.00  
Sum of all compensation from related orgs$0.00  
Coleman, Audrey
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personAUDREY COLEMANAUDREY COLEMANAUDREY COLEMAN
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Courtois, Patricia
Title  SECRETARY
Name of key/compensated person  PATRICIA COURTOIS
Average hours per week working for org  1.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Delaney, Philip
Title  BOARD CHAIR
Name of key/compensated person  PHILIP A DELANEY JR
Average hours per week working for org  1.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Deleo, Daniel
TitleDIRECTOR  
Name of key/compensated personDANIEL DELEO  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Dorsey, Patrick
TitleTREASURERTREASURERTREASURER
Name of key/compensated personPATRICK E DORSEYPATRICK E DORSEYPATRICK E DORSEY
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Finlay, Duncan
Title DIRECTORDIRECTOR
Name of key/compensated person DUNCAN FINLAYDUNCAN FINLAY
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Fishman, Cj
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personCJ FISHMANCJ FISHMANCJ FISHMAN
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Freeman, Barbara
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personBARBARA FREEMANBARBARA FREEMANBARBARA FREEMAN
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Gans, Richard
TitleVICE CHAIRVICE CHAIR/SECRETARYDIRECTOR
Name of key/compensated personRICHARD GANSRICHARD GANSRICHARD GANS
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Ginn, Janet
Title  SR VICE PRESIDENT, PHILANTHROPIC ENGAGEMENT
Name of key/compensated person  JANET GINN
Average hours per week working for org  40.00
Reportable compensation from org  $135,466.00
Other comp, non-reportable, from org and related orgs  $5,405.00
Position  Officer
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Gomez, Rick
TitleDIRECTORDIRECTOR 
Name of key/compensated personRICK GOMEZRICK GOMEZ 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Jerde, Roxanne
TitlePRESIDENT/CEOPRESIDENT/CEOPRESIDENT/CEO
Name of key/compensated personROXANNE JERDEROXANNE JERDEROXANNE JERDE
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$267,264.00$251,605.00$240,981.00
Breakdown of reportable comp
Base reportable compensation from org$223,264.00$210,865.00$200,981.00
Bonus and incentive reportable compensation$44,000.00$40,740.00$40,000.00
Other reportable compensation from org$0.00$0.00$0.00
Retirement and other deferred compensation$23,625.00$23,037.00$21,904.00
Nontaxable benefits from org$8,204.00$8,075.00$12,000.00
Compensation from org previously reported as deferred$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$31,829.00$31,112.00$33,904.00
Sum of all compensation from org$299,093.00$282,717.00$274,885.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Base reportable compensation from related orgs$0.00$0.00$0.00
Bonus and incentive reportable comp from related orgs$0.00$0.00$0.00
Other reportable compensation from related orgs$0.00$0.00$0.00
Retirement and other deferred compensation from related orgs$0.00$0.00$0.00
Nontaxable benefits from related orgs$0.00$0.00$0.00
Compensation from related orgs previously reported as deferred$0.00$0.00$0.00
Sum of all compensation from related orgs$0.00$0.00$0.00
Leopold, Victoria
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personVICTORIA LEOPOLDVICTORIA LEOPOLDVICTORIA LEOPOLD
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Linford, Rodney
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personRODNEY LINFORDRODNEY LINFORDRODNEY LINFORD
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Martella, Michael
Title DIRECTORDIRECTOR
Name of key/compensated person MICHAEL P MARTELLAMICHAEL P MARTELLA
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Marx, Orion
Title VICE CHAIR/COMMUNITY INVESVICE CHAIR/COMMUNITY INVES
Name of key/compensated person ORION MARXORION MARX
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
McCurdy, Jeffrey
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personJEFFREY R MCCURDYJEFFREY R MCCURDYJEFFREY R MCCURDY
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Medina, Vicente
Title  DIRECTOR
Name of key/compensated person  VICENTE MEDINA
Average hours per week working for org  1.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Miller, Nelle
TitleSECRETARYDIRECTORDIRECTOR
Name of key/compensated personNELLE S MILLERNELLE S MILLERNELLE S MILLER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Mroczkowski, Tina
Title  CORPORATE COUNSEL
Name of key/compensated person  TINA MROCZKOWSKI JD
Average hours per week working for org  32.00
Reportable compensation from org  $93,409.00
Other comp, non-reportable, from org and related orgs  $9,209.00
Position  Officer
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Nadwodny, Austin
Title  DIRECTOR
Name of key/compensated person  AUSTIN M NADWODNY
Average hours per week working for org  1.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Pender, Michael
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMICHAEL R PENDER JRMICHAEL R PENDER JRMICHAEL R PENDER JR
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Pennewill, Elizabeth
TitleCORPORATE COUNSELCORPORATE COUNSEL 
Name of key/compensated personELIZABETH PENNEWILLELIZABETH PENNEWILL 
Average hours per week working for org30.0030.00 
Reportable compensation from org$109,562.00$19,069.00 
Other comp, non-reportable, from org and related orgs$6,542.00$0.00 
PositionOfficerOfficer 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Roberts, Kathie
TitleBOARD CHAIRBOARD CHAIRVICE CHAIR/GOVERNANCE
Name of key/compensated personKATHIE ROBERTSKATHIE ROBERTSKATHIE ROBERTS
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Schulaner, Felice
TitleDIRECTORDIRECTOR 
Name of key/compensated personFELICE SCHULANERFELICE SCHULANER 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Seider, William
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personWILLIAM SEIDERWILLIAM SEIDERWILLIAM SEIDER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Smith, Richard
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personRICHARD SMITHRICHARD SMITHRICHARD SMITH
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Spencer, Laura
TitleCFOCFOCFO
Name of key/compensated personLAURA SPENCERLAURA SPENCERLAURA SPENCER
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$172,599.00$165,675.00$148,587.00
Breakdown of reportable comp
Base reportable compensation from org$152,560.00$144,875.00$128,858.00
Bonus and incentive reportable compensation$20,039.00$20,800.00$19,729.00
Other reportable compensation from org$0.00$0.00$0.00
Retirement and other deferred compensation$15,837.00$15,203.00$14,300.00
Nontaxable benefits from org$7,905.00$7,094.00$17,595.00
Compensation from org previously reported as deferred$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$23,742.00$22,297.00$31,895.00
Sum of all compensation from org$196,341.00$187,972.00$180,482.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Base reportable compensation from related orgs$0.00$0.00$0.00
Bonus and incentive reportable comp from related orgs$0.00$0.00$0.00
Other reportable compensation from related orgs$0.00$0.00$0.00
Retirement and other deferred compensation from related orgs$0.00$0.00$0.00
Nontaxable benefits from related orgs$0.00$0.00$0.00
Compensation from related orgs previously reported as deferred$0.00$0.00$0.00
Sum of all compensation from related orgs$0.00$0.00$0.00
Thompson, Marilyn
TitleDIRECTOR  
Name of key/compensated personMARILYN THOMPSON  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Turner, Marlo
TitleSVP, DONOR ENGAGEMENTSVP, DONOR ENGAGEMENT 
Name of key/compensated personMARLO TURNERMARLO TURNER 
Average hours per week working for org40.0040.00 
Reportable compensation from org$125,319.00$0.00 
Other comp, non-reportable, from org and related orgs$7,877.00$0.00 
PositionOfficerOfficer 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Vitale, Terri
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personTERRI VITALETERRI VITALETERRI VITALE
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Winnick, Mary
TitleDIRECTOR  
Name of key/compensated personMARY LOU WINNICK  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Purpose: mission, activities & accomplishments
Mission or significant activitiesCOMMUNITY IMPACT POWERED BY PHILANTHROPY.COMMUNITY IMPACT POWERED BY PHILANTHROPY.PARTNERING TO MAKE CHARITABLE GIVING WORK IN OUR COMMUNITY. WE DO THIS BY WORKING WITH DONORS TO ENSURE THEIR PHILANTHROPIC DREAMS AND INTENTIONS, IN THIS LIFETIME AND BEYOND, ARE CARRIED OUT THROUGH INVESTMENTS IN EFFECTIVE NONPROFITS TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY.
Program expenses (total)$32,538,522.00$24,162,997.00$15,538,836.00
Programs, including revenue & expenses
EACH YEAR, SIGNIFICANT INVESTMENTS ARE MADE TO THE COMMUNITY FROM THE FUNDS OF DONORS WHO ENSURED SUPPORT OF VARIOUS ORGANIZATIONS AND CAUSES IN PERPETUITY. SUBSTANTIAL TIME, FUNDING, AND STRATEGIES ARE COALESCED TO SUPPORT AN ARRAY OF KEY INITIATIVES SPEARHEADED BY THE COMMUNITY FOUNDATION. WE HAVE DEDICATED OURSELVES TO HELPING THE AT-RISK IN OUR COMMUNITIES BY PROVIDING TARGETED FINANCIAL ASSISTANCE (PRIMARILY FOR MORTGAGE, RENT AND UTILITIES) TO FAMILIES AND INDIVIDUALS ON THE VERGE OF HOMELESSNESS AS WELL AS SUPPORTING OUR REGION'S YOUTH THROUGH OUR STUDENT EMERGENCY FUND. ADDITIONALLY, OUR EXTENDED WORK IN EDUCATION LEVERAGES NATIONAL RESEARCH AND INITIATIVES SUCH AS THE CAMPAIGN FOR GRADE-LEVEL READING, THE KENNEDY CENTER'S ANY GIVEN CHILD INITIATIVE, AND THE COLLABORATIVE PARTNERSHIP OF EDEXPLORESRQ. INSPIRED BY ASCEND AT THE ASPEN INSTITUTE, WE HAVE FOCUSED THESE EFFORTS THROUGH A TWO-GENERATION LENS, WHICH LOOKS TO ADDRESS THE NEEDS OF BOTH VULNERABLE CHILDREN AND THEIR PARENTS TOGETHER IN ORDER TO CREATE A COMMUNITY IN WHICH A LEGACY OF ECONOMIC SECURITY AND EDUCATIONAL SUCCESS PASSES FROM ONE GENERATION TO THE NEXT.THE GIVING PARTNER: IN AN EFFORT TO INCREASE TRANSPARENCY AND ENCOURAGE INFORMED GIVING, THE COMMUNITY FOUNDATION FUNDS AND MAINTAINS A LOCAL VERSION OF GUIDESTAR'S DONOR EDGE PLATFORM. THIS YEAR, MORE THAN 600 NONPROFITS HAVE REVIEWED AND PUBLISHED PROFILES THAT ARE EASILY ACCESSED BY POTENTIAL FUNDERS, DONORS AND THE PUBLIC AT WWW.THEGIVINGPARTNER.ORG. EACH PROFILE SHARES GOVERNANCE, MANAGEMENT, FINANCIAL AND PROGRAMMATIC INFORMATION. NONPROFIT WORKSHOPS: ON AN AVERAGE OF ONCE PER MONTH, THE COMMUNITY FOUNDATION PRESENTS FREE WORKSHOPS TO NONPROFITS ON A VARIETY OF TOPICS THAT WILL IMPROVE THEIR KNOWLEDGE, EFFICIENCY AND ABILITY TO ACCOMPLISH THEIR MISSION. NONPROFIT LEADERS CONTINUE TO RATE THESE WORKSHOPS AS VERY EFFECTIVE.CONSULTING SERVICES: THE COMMUNITY FOUNDATION HAS ASSEMBLED A WISE GROUP OF CONSULTANTS WHO VOLUNTEER THEIR TIME TO SUPPORT NONPROFITS IN A VARIETY OF WAYS: SWOT ANALYSIS, STRATEGIC PLANNING, COMMUNICATION AND MARKETING STRATEGY AND COACHING ARE JUST A FEW EXAMPLES OF THE PROJECTS THIS GROUP HAS TAKEN ON OVER THE PAST YEAR.BUILDING: THE FOUNDATION OFFERS ITS MEETING AND CONFERENCE ROOMS FREE OF CHARGE TO LOCAL NONPROFIT ORGANIZATIONS. EACH YEAR WE SEE MORE THAN 18,000 GUESTS UTILIZE OUR FACILITIES.
Program expenses$837,799.00$817,567.00 
Program revenue$49,577.00$62,849.00 
Program descriptionEACH YEAR, SIGNIFICANT INVESTMENTS ARE MADE TO THE COMMUNITY FROM THE FUNDS OF DONORS WHO ENSURED SUPPORT OF VARIOUS ORGANIZATIONS AND CAUSES IN PERPETUITY. SUBSTANTIAL TIME, FUNDING, AND STRATEGIES ARE COALESCED TO SUPPORT AN ARRAY OF KEY INITIATIVES SPEARHEADED BY THE COMMUNITY FOUNDATION. WE HAVE DEDICATED OURSELVES TO HELPING THE AT-RISK IN OUR COMMUNITIES BY PROVIDING TARGETED FINANCIAL ASSISTANCE (PRIMARILY FOR MORTGAGE, RENT AND UTILITIES) TO FAMILIES AND INDIVIDUALS ON THE VERGE OF HOMELESSNESS AS WELL AS SUPPORTING OUR REGION'S YOUTH THROUGH OUR STUDENT EMERGENCY FUND. ADDITIONALLY, OUR EXTENDED WORK IN EDUCATION LEVERAGES NATIONAL RESEARCH AND INITIATIVES SUCH AS THE CAMPAIGN FOR GRADE-LEVEL READING, THE KENNEDY CENTER'S ANY GIVEN CHILD INITIATIVE, AND THE COLLABORATIVE PARTNERSHIP OF EDEXPLORESRQ. INSPIRED BY ASCEND AT THE ASPEN INSTITUTE, WE HAVE FOCUSED THESE EFFORTS THROUGH A TWO-GENERATION LENS, WHICH LOOKS TO ADDRESS THE NEEDS OF BOTH VULNERABLE CHILDREN AND THEIR PARENTS TOGETHER IN ORDER TO CREATE A COMMUNITY IN WHICH A LEGACY OF ECONOMIC SECURITY AND EDUCATIONAL SUCCESS PASSES FROM ONE GENERATION TO THE NEXT.THE GIVING PARTNER: IN AN EFFORT TO INCREASE TRANSPARENCY AND ENCOURAGE INFORMED GIVING, THE COMMUNITY FOUNDATION FUNDS AND MAINTAINS A LOCAL VERSION OF GUIDESTAR'S DONOR EDGE PLATFORM. THIS YEAR, MORE THAN 600 NONPROFITS HAVE REVIEWED AND PUBLISHED PROFILES THAT ARE EASILY ACCESSED BY POTENTIAL FUNDERS, DONORS AND THE PUBLIC AT WWW.THEGIVINGPARTNER.ORG. EACH PROFILE SHARES GOVERNANCE, MANAGEMENT, FINANCIAL AND PROGRAMMATIC INFORMATION. NONPROFIT WORKSHOPS: ON AN AVERAGE OF ONCE PER MONTH, THE COMMUNITY FOUNDATION PRESENTS FREE WORKSHOPS TO NONPROFITS ON A VARIETY OF TOPICS THAT WILL IMPROVE THEIR KNOWLEDGE, EFFICIENCY AND ABILITY TO ACCOMPLISH THEIR MISSION. NONPROFIT LEADERS CONTINUE TO RATE THESE WORKSHOPS AS VERY EFFECTIVE.CONSULTING SERVICES: THE COMMUNITY FOUNDATION HAS ASSEMBLED A WISE GROUP OF CONSULTANTS WHO VOLUNTEER THEIR TIME TO SUPPORT NONPROFITS IN A VARIETY OF WAYS: SWOT ANALYSIS, STRATEGIC PLANNING, COMMUNICATION AND MARKETING STRATEGY AND COACHING ARE JUST A FEW EXAMPLES OF THE PROJECTS THIS GROUP HAS TAKEN ON OVER THE PAST YEAR.BUILDING: THE FOUNDATION OFFERS ITS MEETING AND CONFERENCE ROOMS FREE OF CHARGE TO LOCAL NONPROFIT ORGANIZATIONS. EACH YEAR WE SEE MORE THAN 18,000 GUESTS UTILIZE OUR FACILITIES.EACH YEAR, SIGNIFICANT INVESTMENTS ARE MADE TO THE COMMUNITY FROM THE FUNDS OF DONORS WHO ENSURED SUPPORT OF VARIOUS ORGANIZATIONS AND CAUSES IN PERPETUITY. SUBSTANTIAL TIME, FUNDING, AND STRATEGIES ARE COALESCED TO SUPPORT AN ARRAY OF KEY INITIATIVES SPEARHEADED BY THE COMMUNITY FOUNDATION. WE HAVE DEDICATED OURSELVES TO HELPING THE AT-RISK IN OUR COMMUNITIES BY PROVIDING TARGETED FINANCIAL ASSISTANCE (PRIMARILY FOR MORTGAGE, RENT AND UTILITIES) TO INDIVIDUALS ON THE VERGE OF HOMELESSNESS AS WELL AS SUPPORTING OUR REGION'S YOUTH THROUGH OUR STUDENT EMERGENCY FUND. ADDITIONALLY, OUR EXTENDED WORK IN EDUCATION LEVERAGES NATIONAL RESEARCH AND INITIATIVES SUCH AS THE CAMPAIGN FOR GRADE-LEVEL READING, THE KENNEDY CENTER'S ANY GIVEN CHILD INITIATIVE, AND THE COLLABORATIVE PARTNERSHIP OF EDEXPLORESRQ. INSPIRED BY ASCEND AT THE ASPEN INSTITUTE, WE HAVE FOCUSED THESE EFFORTS THROUGH A TWO-GENERATION LENS, WHICH LOOKS TO ADDRESS THE NEEDS OF BOTH VULNERABLE CHILDREN AND THEIR PARENTS TOGETHER IN ORDER TO CREATE A COMMUNITY IN WHICH A LEGACY OF ECONOMIC SECURITY AND EDUCATIONAL SUCCESS PASSES FROM ONE GENERATION TO THE NEXT. 
GRANTS WERE MADE TO SUPPORT THE FULL SPECTRUM OF CHARITABLE MISSIONS INCLUDING ANIMAL WELFARE, THE ARTS, HEALTH, HUMAN SERVICES, EDUCATION, THE ENVIRONMENT, CIVIC ENGAGEMENT, YOUTH SERVICE AND OTHER AREAS.OUR GRANTS TO EDUCATION LEVERAGES NATIONAL RESEARCH AND INITIATIVES SUCH AS THE CAMPAIGN FOR GRADE LEVEL READING, THE KENNEDY CENTER'S ANY GIVEN CHILD INITIATIVE, AND THE TWO-GENERATION APPROACH AT ASPEN INSTITUTES ASCEND. WE ARE WORKING TO MAKE A LASTING IMPACT TO ACHIEVE SCHOOL READINESS; BOOST GRADE LEVEL READING; INTEGRATE ARTS & EDUCATION (ANY GIVEN CHILD); ENHANCE CLASSROOM LEARNING AND STATEWIDE CURRICULUM WITH ARTS & SCIENCE "EXPLORATIONS" AT LOCAL MUSEUMS, THEATRES, AND OTHER SCIENCE, ARTS AND CULTURAL ORGANIZATIONS (EDEXPLORE SRQ); AND HELP HIGH SCHOOL STUDENTS AND ADULT STUDENTS ACHIEVE THEIR DREAMS FOR HIGHER EDUCATION WITH SCHOLARSHIPS.SINCE 2000, THE COMMUNITY FOUNDATION HAS PARTNERED WITH THE HERALD-TRIBUNE MEDIA GROUP TO ADMINISTER SEASON OF SHARING, AN ANNUAL CAMPAIGN PROVIDING ESSENTIAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES ON THE VERGE OF HOMELESSNESS. WITH THE IN-KIND ADMINISTRATIVE SUPPORT OF THE COMMUNITY FOUNDATION, MEDIA AND AGENCY PARTNERS, 100% OF COLLECTED DONATIONS GO DIRECTLY TO THOSE IN NEED, PROVIDING ESSENTIAL SUPPORT FOR RENT/MORTGAGE (59% OF FUNDS), UTILITIES (37%) AND OTHER NEEDS (4%). THE STUDENT EMERGENCY FUND PROVIDES ONE-TIME, LAST-RESORT URGENT FUNDING FOR STUDENTS IN NEED, HELPING TO PROPERLY PREPARE AND EQUIP THEM FOR A POSITIVE CLASSROOM EXPERIENCE BY REDUCING EMBARRASSMENT. STUDENTS ENROLLED IN THE PUBLIC SCHOOL SYSTEM WHO HAVE AN IMMEDIATE, ONE-TIME EMERGENCY NEED WITH NO OTHER FUNDING SOURCES ARE ELIGIBLE. THE PROGRAM PAYS FOR CLOTHING AND PERSONAL ITEMS; ONE-TIME MEDICAL AND/OR DENTAL TREATMENT AND MEDICINE FOR URGENT TREATMENT; ONE-TIME VISION CARE; TRANSPORTATION - URGENT OR SHORT TERM; MEDICATED SHAMPOO; FOOD FOR STUDENTS AND FAMILIES IN ONE-TIME URGENT SITUATIONS.
Program expenses  $13,451,561.00
Program revenue  $1,507,934.00
Program description  GRANTS WERE MADE TO SUPPORT THE FULL SPECTRUM OF CHARITABLE MISSIONS INCLUDING ANIMAL WELFARE, THE ARTS, HEALTH, HUMAN SERVICES, EDUCATION, THE ENVIRONMENT, CIVIC ENGAGEMENT, YOUTH SERVICE AND OTHER AREAS.OUR GRANTS TO EDUCATION LEVERAGES NATIONAL RESEARCH AND INITIATIVES SUCH AS THE CAMPAIGN FOR GRADE LEVEL READING, THE KENNEDY CENTER'S ANY GIVEN CHILD INITIATIVE, AND THE TWO-GENERATION APPROACH AT ASPEN INSTITUTES ASCEND. WE ARE WORKING TO MAKE A LASTING IMPACT TO ACHIEVE SCHOOL READINESS; BOOST GRADE LEVEL READING; INTEGRATE ARTS & EDUCATION (ANY GIVEN CHILD); ENHANCE CLASSROOM LEARNING AND STATEWIDE CURRICULUM WITH ARTS & SCIENCE "EXPLORATIONS" AT LOCAL MUSEUMS, THEATRES, AND OTHER SCIENCE, ARTS AND CULTURAL ORGANIZATIONS (EDEXPLORE SRQ); AND HELP HIGH SCHOOL STUDENTS AND ADULT STUDENTS ACHIEVE THEIR DREAMS FOR HIGHER EDUCATION WITH SCHOLARSHIPS.SINCE 2000, THE COMMUNITY FOUNDATION HAS PARTNERED WITH THE HERALD-TRIBUNE MEDIA GROUP TO ADMINISTER SEASON OF SHARING, AN ANNUAL CAMPAIGN PROVIDING ESSENTIAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES ON THE VERGE OF HOMELESSNESS. WITH THE IN-KIND ADMINISTRATIVE SUPPORT OF THE COMMUNITY FOUNDATION, MEDIA AND AGENCY PARTNERS, 100% OF COLLECTED DONATIONS GO DIRECTLY TO THOSE IN NEED, PROVIDING ESSENTIAL SUPPORT FOR RENT/MORTGAGE (59% OF FUNDS), UTILITIES (37%) AND OTHER NEEDS (4%). THE STUDENT EMERGENCY FUND PROVIDES ONE-TIME, LAST-RESORT URGENT FUNDING FOR STUDENTS IN NEED, HELPING TO PROPERLY PREPARE AND EQUIP THEM FOR A POSITIVE CLASSROOM EXPERIENCE BY REDUCING EMBARRASSMENT. STUDENTS ENROLLED IN THE PUBLIC SCHOOL SYSTEM WHO HAVE AN IMMEDIATE, ONE-TIME EMERGENCY NEED WITH NO OTHER FUNDING SOURCES ARE ELIGIBLE. THE PROGRAM PAYS FOR CLOTHING AND PERSONAL ITEMS; ONE-TIME MEDICAL AND/OR DENTAL TREATMENT AND MEDICINE FOR URGENT TREATMENT; ONE-TIME VISION CARE; TRANSPORTATION - URGENT OR SHORT TERM; MEDICATED SHAMPOO; FOOD FOR STUDENTS AND FAMILIES IN ONE-TIME URGENT SITUATIONS.
IN PARTNERSHIP WITH DONORS WHO BELIEVE THEY CAN BE THE ONE TO MAKE A DIFFERENCE, GRANTS WERE MADE TO SUPPORT ORGANIZATIONS SUPPORTING THE FULL SPECTRUM OF CHARITABLE MISSIONS INCLUDING ANIMAL WELFARE, THE ARTS, HEALTH, HUMAN SERVICES, EDUCATION, ENVIRONMENTAL PROTECTION, CIVIC ENGAGEMENT, YOUTH AREAS, AND OTHER AREAS. OUR SUPPORT OF LOCAL NONPROFITS GOES DEEPER THAN THE MILLIONS IN GRANTS WE AWARD EACH YEAR. OUR COMMUNITY INVESTMENT TEAM BUILDS THE CAPACITY OF LOCAL ORGANIZATIONS TO ENSURE DONORS' CHARITABLE DOLLARS MAKE AN EVEN BIGGER IMPACT BY OFFERING WORKSHOPS, STRATEGIC CONSULTING SERVICES, AND OTHER CAPACITY-BUILDING BENEFITS. ADDITIONALLY, OUR STREAMLINED IMMEDIATE IMPACT GRANTS PROCESS PROVIDES SUPPORT OF UP TO $5,000 TO LOCAL NONPROFIT ORGANIZATIONS TO ADDRESS URGENT AND EMERGENCY NEEDS, SO THAT THE UNEXPECTED OBSTACLES THAT NONPROFITS EXPERIENCE DO NOT HINDER THE IMPORTANT WORK THEY DO FOR THE COMMUNITY.
Program expenses$30,041,614.00$21,695,741.00 
Program revenue$1,777,704.00$1,667,828.00 
Program descriptionIN PARTNERSHIP WITH DONORS WHO BELIEVE THEY CAN BE THE ONE TO MAKE A DIFFERENCE, GRANTS WERE MADE TO SUPPORT ORGANIZATIONS SUPPORTING THE FULL SPECTRUM OF CHARITABLE MISSIONS INCLUDING ANIMAL WELFARE, THE ARTS, HEALTH, HUMAN SERVICES, EDUCATION, ENVIRONMENTAL PROTECTION, CIVIC ENGAGEMENT, YOUTH AREAS, AND OTHER AREAS. OUR SUPPORT OF LOCAL NONPROFITS GOES DEEPER THAN THE MILLIONS IN GRANTS WE AWARD EACH YEAR. OUR COMMUNITY INVESTMENT TEAM BUILDS THE CAPACITY OF LOCAL ORGANIZATIONS TO ENSURE DONORS' CHARITABLE DOLLARS MAKE AN EVEN BIGGER IMPACT BY OFFERING WORKSHOPS, STRATEGIC CONSULTING SERVICES, AND OTHER CAPACITY-BUILDING BENEFITS. ADDITIONALLY, OUR STREAMLINED IMMEDIATE IMPACT GRANTS PROCESS PROVIDES SUPPORT OF UP TO $5,000 TO LOCAL NONPROFIT ORGANIZATIONS TO ADDRESS URGENT AND EMERGENCY NEEDS, SO THAT THE UNEXPECTED OBSTACLES THAT NONPROFITS EXPERIENCE DO NOT HINDER THE IMPORTANT WORK THEY DO FOR THE COMMUNITY.IN PARTNERSHIP WITH DONORS WHO BELIEVE THEY CAN BE THE ONE TO MAKE A DIFFERENCE, GRANTS WERE MADE TO SUPPORT ORGANIZATIONS SUPPORTING THE FULL SPECTRUM OF CHARITABLE MISSIONS INCLUDING ANIMAL WELFARE, THE ARTS, HEALTH, HUMAN SERVICES, EDUCATION, ENVIRONMENTAL PROTECTION, CIVIC ENGAGEMENT, YOUTH AREAS, AND OTHER AREAS. OUR SUPPORT OF LOCAL NONPROFITS GOES DEEPER THAN THE MILLIONS IN GRANTS WE AWARD EACH YEAR. OUR COMMUNITY INVESTMENT TEAM BUILDS THE CAPACITY OF LOCAL ORGANIZATIONS TO ENSURE DONORS' CHARITABLE DOLLARS MAKE AN EVEN BIGGER IMPACT THROUGH THE USE OF WORKSHOPS, STRATEGIC CONSULTING SERVICES, AND OTHER CAPACITY-BUILDING BENEFITS. ADDITIONALLY, OUR STREAMLINED IMMEDIATE IMPACT GRANTS PROCESS PROVIDES SUPPORT OF UP TO $5000 TO LOCAL NONPROFIT ORGANIZATIONS TO ADDRESS URGENT AND EMERGENCY NEEDS, SO THAT THE UNEXPECTED OBSTACLES THAT NONPROFITS EXPERIENCE DO NOT HALT THE IMPORTANT WORK THEY DO FOR THE COMMUNITY. 
THE COMMUNITY FOUNDATION OF SARASOTA COUNTY AWARDED SCHOLARSHIPS TO NEW AND RETURNING COLLEGE STUDENTS AND TO NON-TRADITIONAL STUDENTS, THOSE RETURNING TO SCHOOL AFTER YEARS OUTSIDE OF EDUCATION. SCHOLARSHIP FUNDS ARE ESTABLISHED AND MANAGED TO PROTECT DONOR INTENT AND TO ENSURE THAT THE COMMUNITYS EDUCATIONAL NEEDS ARE MET.
Program expenses  $1,429,730.00
Program revenue  $160,274.00
Program description  THE COMMUNITY FOUNDATION OF SARASOTA COUNTY AWARDED SCHOLARSHIPS TO NEW AND RETURNING COLLEGE STUDENTS AND TO NON-TRADITIONAL STUDENTS, THOSE RETURNING TO SCHOOL AFTER YEARS OUTSIDE OF EDUCATION. SCHOLARSHIP FUNDS ARE ESTABLISHED AND MANAGED TO PROTECT DONOR INTENT AND TO ENSURE THAT THE COMMUNITYS EDUCATIONAL NEEDS ARE MET.
THE COMMUNITY FOUNDATION OF SARASOTA COUNTY BELIEVES THAT ALL WHO WISH TO FURTHER THEIR EDUCATION AND INCREASE FUTURE POTENTIAL FOR SUCCESS SHOULD HAVE AN EQUAL CHANCE TO TAKE ADVANTAGE OF THE OPPORTUNITIES AVAILABLE TO THEM. EACH YEAR, THE COMMUNITY FOUNDATION OF SARASOTA COUNTY AWARDS SCHOLARSHIPS TO A VARIETY OF INDIVIDUALS WHO ARE PURSUING FURTHER EDUCATION. THIS FISCAL YEAR, 419 GRADUATING HIGH SCHOOL SENIORS FROM SARASOTA, MANATEE, DESOTO AND CHARLOTTE COUNTIES RECEIVED TRADITIONAL SCHOLARSHIPS; 111 ADULT LEARNERS WERE PROVIDED FUNDING TO RETURN TO COLLEGE OR VOCATIONAL SCHOOL AFTER BEING OUT OF SCHOOL FOR A NUMBER OF YEARS; AND 44 SPECIAL INTEREST SCHOLARSHIPS WERE AWARDED TO OUR REGION'S YOUNGER STUDENTS TO PURSUE ADDITIONAL DEVELOPMENTAL OPPORTUNITIES AT VARIOUS SPORTS ACADEMIES, DANCE STUDIOS, AND MUSIC PROGRAMS.
Program expenses$1,659,109.00$1,558,848.00 
Program revenue$98,177.00$119,834.00 
Program descriptionTHE COMMUNITY FOUNDATION OF SARASOTA COUNTY BELIEVES THAT ALL WHO WISH TO FURTHER THEIR EDUCATION AND INCREASE FUTURE POTENTIAL FOR SUCCESS SHOULD HAVE AN EQUAL CHANCE TO TAKE ADVANTAGE OF THE OPPORTUNITIES AVAILABLE TO THEM. EACH YEAR, THE COMMUNITY FOUNDATION OF SARASOTA COUNTY AWARDS SCHOLARSHIPS TO A VARIETY OF INDIVIDUALS WHO ARE PURSUING FURTHER EDUCATION. THIS FISCAL YEAR, 419 GRADUATING HIGH SCHOOL SENIORS FROM SARASOTA, MANATEE, DESOTO AND CHARLOTTE COUNTIES RECEIVED TRADITIONAL SCHOLARSHIPS; 111 ADULT LEARNERS WERE PROVIDED FUNDING TO RETURN TO COLLEGE OR VOCATIONAL SCHOOL AFTER BEING OUT OF SCHOOL FOR A NUMBER OF YEARS; AND 44 SPECIAL INTEREST SCHOLARSHIPS WERE AWARDED TO OUR REGION'S YOUNGER STUDENTS TO PURSUE ADDITIONAL DEVELOPMENTAL OPPORTUNITIES AT VARIOUS SPORTS ACADEMIES, DANCE STUDIOS, AND MUSIC PROGRAMS.THE COMMUNITY FOUNDATION OF SARASOTA COUNTY BELIEVES THAT ALL WHO WISH TO FURTHER THEIR EDUCATION AND INCREASE FUTURE POTENTIAL FOR SUCCESS SHOULD HAVE AN EQUAL CHANCE TO TAKE ADVANTAGE OF THE OPPORTUNITIES AVAILABLE TO THEM. EACH YEAR, THE COMMUNITY FOUNDATION OF SARASOTA COUNTY'S AWARDS SCHOLARSHIPS TO A VARIETY OF INDIVIDUALS WHO ARE PURSUING FURTHER EDUCATION. THIS FISCAL YEAR, 402 GRADUATING HIGH SCHOOL SENIORS FROM SARASOTA, MANATEE AND CHARLOTTE COUNTIES RECEIVED TRADITIONAL SCHOLARSHIPS; 124 ADULT LEARNERS WERE PROVIDED FUNDING TO RETURN TO COLLEGE OR VOCATIONAL SCHOOL AFTER BEING OUT OF SCHOOL FOR A NUMBER OF YEARS; AND 27 SPECIAL INTEREST SCHOLARSHIPS WERE AWARDED TO OUR REGION'S YOUNGER STUDENTS TO PURSUE ADDITIONAL DEVELOPMENTAL OPPORTUNITIES AT VARIOUS SPORTS ACADEMIES, DANCE STUDIOS, AND MUSIC PROGRAMS ACROSS THE COUNTRY. 
THE COMMUNITY FOUNDATION OF SARASOTA COUNTY'S COMMUNITY INVESTMENT TEAM SUPPORTS A VARIETY OF FAR-REACHING INVESTMENTS IN THE COMMUNITY. SIGNIFICANT TIME, FUNDING AND STRATEGIES ARE COALESCED TO SUPPORT EDUCATION AND GRADE LEVEL READING, EMERGENCY ASSISTANCE FOR THOSE ON THE VERGE OF HOMELESSNESS, AND NONPROFIT EFFECTIVENESS AND EFFICIENCY. THE GIVING PARTNER, OUR LOCAL VERSION OF GUIDESTAR'S DONOREDGE PLATFORM, HELPS DONORS AND FUNDERS MAKE MORE INFORMED DECISIONS ABOUT GIVING BASED ON HUNDREDS OF ROBUST PROFILES ACCESSIBLE ON WWW.THEGIVINGPARTNER.ORG. EACH PROFILE SHARES GOVERNANCE, MANAGEMENT, FINANCIAL AND PROGRAMMATIC INFORMATION ABOUT NONPROFITS. THE KNOWLEDGE AND INSIGHTS WE GAIN FROM THIS ONLINE TOOL GUIDE NONPROFIT TRAINING, CONSULTATION AND SPECIAL RESOURCES PROVIDED BY THE COMMUNITY FOUNDATION TO NONPROFIT STAFF AND BOARD MEMBERS AT NO COST TO THEM.
Program expenses  $591,790.00
Program revenue  $66,340.00
Program description  THE COMMUNITY FOUNDATION OF SARASOTA COUNTY'S COMMUNITY INVESTMENT TEAM SUPPORTS A VARIETY OF FAR-REACHING INVESTMENTS IN THE COMMUNITY. SIGNIFICANT TIME, FUNDING AND STRATEGIES ARE COALESCED TO SUPPORT EDUCATION AND GRADE LEVEL READING, EMERGENCY ASSISTANCE FOR THOSE ON THE VERGE OF HOMELESSNESS, AND NONPROFIT EFFECTIVENESS AND EFFICIENCY. THE GIVING PARTNER, OUR LOCAL VERSION OF GUIDESTAR'S DONOREDGE PLATFORM, HELPS DONORS AND FUNDERS MAKE MORE INFORMED DECISIONS ABOUT GIVING BASED ON HUNDREDS OF ROBUST PROFILES ACCESSIBLE ON WWW.THEGIVINGPARTNER.ORG. EACH PROFILE SHARES GOVERNANCE, MANAGEMENT, FINANCIAL AND PROGRAMMATIC INFORMATION ABOUT NONPROFITS. THE KNOWLEDGE AND INSIGHTS WE GAIN FROM THIS ONLINE TOOL GUIDE NONPROFIT TRAINING, CONSULTATION AND SPECIAL RESOURCES PROVIDED BY THE COMMUNITY FOUNDATION TO NONPROFIT STAFF AND BOARD MEMBERS AT NO COST TO THEM.
Financial data
Expense categories (totals)
Sum (total functional expenses)$38,090,969.00$29,084,339.00$20,091,402.00
Program services (total functional expenses)$32,538,522.00$24,162,997.00$15,538,836.00
Management & general (total functional expenses)$4,251,680.00$3,892,992.00$3,607,613.00
Fundraising (total functional expenses)$1,300,767.00$1,028,350.00$944,953.00
Revenue
Total revenue$58,610,606.00$46,750,239.00$42,404,688.00
Program service revenue (total)$1,925,458.00$1,857,494.00$1,741,919.00
Revenue from contributions (total)$36,973,333.00$37,538,967.00$27,109,334.00
Revenue from noncash contributions$2,994,886.00$3,691,472.00$4,494,701.00
Investment income$19,717,172.00$7,357,087.00$13,566,579.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr-$5,357.00-$3,309.00-$13,144.00
Net unrelated business taxable revenue$37,317.00$25,125.00$0.00
Total revenue from grants, etc., current yr$36,973,333.00$37,538,967.00$27,109,334.00
Gross receipts$150,903,502.00$96,780,694.00$90,910,603.00
Sources of contributions
Revenue from fundraising events$16,740.00$16,070.00$20,317.00
Contributions from related organizations $328,602.00$428,337.00
Revenue from all other contributions$36,956,593.00$37,194,295.00$26,660,680.00
Other types of revenue
Income from dividends, interest, and similar investments$6,012,722.00$6,759,600.00$5,815,991.00
Net rental income  $0.00
Net income from fundraising events-$5,357.00-$3,309.00-$13,144.00
Fees for services
Lobbying fees (total)$6,300.00$3,150.00 
Legal fees (total)$14,068.00$14,717.00$10,176.00
Fundraising service fees (total)$0.00$0.00$0.00
Investment management fees (total)$1,328,884.00$1,464,292.00$1,194,943.00
Accounting service fees (total)$52,350.00$44,152.00$41,848.00
Assets and liabilities
Total assets$272,943,653.00$239,892,364.00$232,807,202.00
Total assets, beginning of year$247,051,266.00$232,807,202.00$216,031,585.00
Total liabilities$33,953,723.00$29,782,884.00$28,569,398.00
Total liabilities, beginning of year$29,867,818.00$28,569,398.00$29,036,626.00
Pledges & accounts receivable, net$50,000.00$50,000.00$7,055,962.00
Temporarily restricted net assets$12,200,058.00$13,476,451.00$16,228,003.00
Permanently restricted net assets, end of yr$15,935,242.00$15,308,953.00$15,305,558.00
Net assets$238,989,930.00$210,109,480.00$204,237,804.00
Net assets, beginning of year$217,183,448.00$204,237,804.00$186,994,959.00
Other liabilities$31,599,981.00$27,457,871.00$26,845,898.00
Other assets$25,869,664.00$28,283,315.00$12,233,410.00
Investments: other securities$20,374,075.00$18,880,430.00$20,466,207.00
Investments: publicly traded securities$203,636,786.00$182,864,979.00$167,045,250.00
Cash: non-interest bearing$16,900,080.00$6,918,488.00$3,906,484.00
Cash: non-interest bearing, beginning of year$7,038,078.00$3,906,484.00$5,274,859.00
Grants payable$2,028,421.00$1,989,668.00$1,464,898.00
Other financial variables
Revenue less expenses$20,519,637.00$17,665,900.00$22,313,286.00
Advertising (total)$503,576.00$420,595.00 
Savings & temp cash investment$3,106,112.00 $18,188,784.00
Accounts receivable, net$232,812.00  
Prepaid expenses & deferred charges$62,991.00$63,949.00$26,595.00
Accounts payable & accrued expenses$320,321.00$335,345.00$258,602.00
Deferred revenue$5,000.00 $0.00
Total net assets or fund balances$238,989,930.00$210,109,480.00$204,237,804.00
Depreciation, depletion, amortization$135,839.00$145,536.00$152,199.00
Governance and accountability
Number of voting members191921
Number of independent voting members191921
Financial sheets auditedTrueTrueTrue
Audit on consolidated basisTrueTrueTrue
Tax year start date2016-07-012015-06-012014-06-01
Tax year end date2017-06-302016-05-312015-05-31
Accounting methodAccrualAccrualAccrual
Indicators for schedules (selected)
Business transaction with entity ownerTrueTrue 
LobbiedTrueTrue 
Grants to domestic org/gov't >$5kTrueTrueTrue
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-01-042017-07-272016-03-18
IRS schema version2016v3.02015v3.02014v6.0
Filing identifier201713399349300701201730479349300113201620129349301387
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