2024-08-15T12:15:29-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-10-01 593414776 TAMPA BAY PARTNERSHIP FOR REGIONAL RESEARCH & EDUCATION FOUNDATION TAMP 8138782208 4300 W CYPRESS STREET 875 TAMPA FL 33607 BEMETRA SIMMONS PRESIDENT & CEO 8138782208 2024-08-13 1 1 TINA HENTON P00630282 4078021200 2024-08-12 2022 2024-08-08 14:25:15Z BEMETRA SIMMONS 4300 W CYPRESS STREET 875 TAMPA FL 33607 130382 0 X WWW.TAMPABAY.ORG X 1996 FL CONDUCTS RESEARCH AND EDUCATES ABOUT THE TAMPA BAY REGION TO ACHIEVE PROSPERITY FOR ALL CITIZENS. 16 16 0 16 0 0 335683 130382 0 0 114 0 0 0 335797 130382 2500 0 0 0 170753 632 0 0 0 260059 110417 433312 111049 -97515 19333 1426463 1941482 3020311 3515997 -1593848 -1574515 CONDUCTS RESEARCH AND EDUCATES COMMUNITY LEADERS REGARDING ISSUES THAT WILL ENHANCE THE ECONOMIC COMPETITIVENESS AND PROSPERITY OF THE REGION AND THOSE WHO LIVE HERE NOW AND IN THE FUTURE. 0 0 110197 THE PRIMARY GOAL OF THE FOUNDATION IS TO CONDUCT RESEARCH ON ISSUES AFFECTING THE COMPETITIVENESS AND PROSPERITY OF THE REGION, PUBLISH THIS RESEARCH AND TO EDUCATE LEADERS IN THE COMMUNITY REGARDING CRITICAL ISSUES FACING THE REGION. THE FOUNDATION ALSO BEGAN TRACKING DATA WITH THE INTENT TO MONITOR AND MEASURE THE REGIONS PROGRESS TOWARDS ACHIEVING SHARED COMMUNITY GOALS. 110197 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X CLIFTONLARSONALLEN LLP 8133842700 201 NORTH FRANKLIN ST TAMPA FL 33602 BEMETRA SIMMONS PRESIDENT & CEO 2.00 38.00 X 0 306977 0 BRIAN AULD DIRECTOR 1.00 1.00 X 0 0 0 PRATT BENJAMIN DIRECTOR 1.00 1.00 X 0 0 0 BRIAN BUTLER DIRECTOR 1.00 1.00 X 0 0 0 WESLEY HELEN DIRECTOR 1.00 1.00 X 0 0 0 RICHARD HUME DIRECTOR 1.00 1.00 X 0 0 0 O'CONNELL JIM DIRECTOR 1.00 1.00 X 0 0 0 CHAD LOAR DIRECTOR 1.00 1.00 X 0 0 0 IWAN MOHAMED DIRECTOR 1.00 1.00 X 0 0 0 CAROLYN MONROE DIRECTOR 1.00 1.00 X 0 0 0 JOHN MOORE DIRECTOR 1.00 1.00 X 0 0 0 FLORES NIKKI DIRECTOR 1.00 1.00 X 0 0 0 DAVID PIZZO DIRECTOR 1.00 1.00 X 0 0 0 CARY PUTRINO DIRECTOR 1.00 1.00 X 0 0 0 CHARI RAVI DIRECTOR 1.00 1.00 X 0 0 0 LAW RHEA DIRECTOR 1.00 1.00 X 0 0 0 MELISSA SEIXAS DIRECTOR 1.00 1.00 X 0 0 0 0 306977 0 0 0 1 0 0 130382 130382 130382 0 0 0 X 589 589 43 43 66103 66103 4771 4771 10 10 31390 31390 4823 4823 REGISTRATION 952 952 RESEARCH 400 400 TRAINING & DEVELOPMENT 26 26 1942 1100 842 111049 110197 852 0 262387 797311 1144076 1144171 20000 0 1426463 1941482 469 0 113375 76375 2906467 3439622 3020311 3515997 X -1593848 -1574515 -1593848 -1574515 1426463 1941482 19333 0 X 0 1 X 1 0 X 258432 512452 874626 335683 130382 2111575 258432 512452 874626 335683 130382 2111575 90530 2021045 9 5 68 114 0 196 2111771 0.95700 0.97210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO TAMPA BAY PARTNERSHIP 3439622 3439622 X PART X, LINE 2: FASB ASC NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, REQUIRES THAT THE ORGANIZATION RECOGNIZE IN THE FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT THE ORGANIZATION TO ANY MATERIAL INCOME TAX EXPOSURE. A RECONCILIATION OF THE BEGINNING AND ENDING AMOUNT OF UNRECOGNIZED TAX BENEFITS IS NOT INCLUDED, NOR IS THERE ANY INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES AS THERE ARE NO UNRECOGNIZED TAX BENEFITS. UNDER FASB'S ASC NO. 740, AN ENTITY'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE TIME PERIOD DURING WHICH A RETURN MAY BE SELECTED BY A TAXING AUTHORITY FOR EXAMINATION GENERALLY ENDS AT THE LATER OF THREE YEARS AFTER THE INITIAL DUE DATE OF THE RETURN OR THREE YEARS AFTER THE RETURN IS FILED. 0 0 0 0 0 0 0 0 0 BEMETRA SIMMONS PRESIDENT & CEO 0 192953 0 100000 0 14024 0 0 0 0 0 306977 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE RELATED ENTITY, TAMPA BAY PARTNERSHIP FOR REGIONAL AND ECONOMIC DEVELOPMENT, PER THE EXECUTIVE COMPENSATION PROGRAM POLICY GUIDE ADOPTED IN 2009 BY THE BOARD OF DIRECTORS. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT. COMPENSATION IS THEN DETERMINED BY THE COMMITTEE AND REDUCED TO A WRITTEN CONTRACT BASED UPON THE COMMITTEE'S RECOMMENDATIONS. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, IS AN INTERESTED PERSON. THE GOVERNING BOARD, FOR PURPOSES OF CONFLICT OF INTEREST REVIEW AND DETERMINATION, SHOULD BE THE OFFICERS OF THIS ORGANIZATION. IN THE EVENT THAT AN OFFICER MAKES A DISCLOSURE OF A CONFLICT OR POSSIBLE CONFLICT, THAT OFFICER WILL NOT PARTICIPATE IN THE GOVERNING BOARD REVIEW AND DETERMINATION; INSTEAD, THE REMAINING OFFICERS ON THE GOVERNING BOARD WILL SELECT A BOARD MEMBER AT LARGE TO PARTICIPATE IN THE REVIEW AND DETERMINATION IN LIEU OF THE DISCLOSING OFFICER. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: THE NAMES OF THE PERSONS WHO DISCUSSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISIONS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY READ THE STATEMENT TO AFFIRM SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 66,103. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,103. TAMPA BAY PARTNERSHIP FOR REGIONAL ECONOMIC DEVELOPMENT 4300 W CYPRESS STREET SUITE 700 TAMPA FL 33607 593248071 ECONOMIC DEVELOPMENT FL 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TAMPA BAY PARTNERSHIP FOR REGIONAL ECONOMIC DEVELOPMENT INC N 61359 CASH RECIEVED