2025-08-13T17:37:55-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-10-01 593248071 TAMPA BAY PARTNERSHIP INC TAMP 8138782208 4890 WEST KENNEDY BLVD 430 TAMPA FL 33609 BEMETRA SIMMONS PRESIDENT & CEO 8138782208 2025-08-12 1 1 TINA HENTON P00630282 4078021200 2025-08-08 2023 2025-03-06 01:10:19Z X BEMETRA SIMMONS 4890 WEST KENNEDY BLVD 430 TAMPA FL 33609 1266616 0 1 X WWW.TAMPABAY.ORG X 1994 FL COMMITTED TO CREATING A UNIFIED, COMPETITIVE AND PROSPEROUS TAMPA BAY. 16 16 5 157 0 0 1210250 1266250 0 0 125 366 0 0 1210375 1266616 0 4800 0 0 748928 813193 0 0 0 460411 413997 1209339 1231990 1036 34626 3814920 3713200 420098 283752 3394822 3429448 X THE TAMPA BAY PARTNERSHIP IS A PRIVATELY FUNDED, CEO-DRIVEN REGIONAL ADVOCACY ORGANIZATION, COMMITTED TO CREATING A UNIFIED, COMPETITIVE AND PROSPEROUS TAMPA BAY. 0 0 REGIONAL INDICATORS: THE CORNERSTONE OF THE PARTNERSHIP'S WORK IS THE REGIONAL COMPETITIVENESS REPORT, A DATA-BASED ASSESSMENT OF TAMPA BAY'S STRENGTHS AND WEAKNESSES, COMPARED TO 19 PEER AND ASPIRATIONAL MARKETS NATIONWIDE. SINCE ITS LAUNCH IN 2017, THIS REPORT HAS CONTRIBUTED TO THE DEVELOPMENT OF COMMON METRICS AND SHARED PRIORITIES FOR THE TAMPA BAY REGION, AS WELL AS THE ESTABLISHMENT OF KEY PUBLIC POLICY AREAS FOR THE PARTNERSHIP. IN 2023, THE PARTNERSHIP PUBLISHED THE SIXTH EDITION OF THE REGIONAL COMPETITIVENESS REPORT, WHICH WAS RELEASED AT THE ANNUAL STATE OF THE REGION COMMUNITY EVENT. IN 2023, THE PARTNERSHIP PARTNERED WITH FLORIDA BLUE TO PUBLISH A REPORT, BENCHMARKING UPTOWN, A MINIATURE VERSION OF OUR REGIONAL COMPETITIVENESS REPORT FOCUSING ON ONE NEIGHBORHOOD IN THE CITY OF TAMPA (CONTINUED ON SCHEDULE O) THE REPORT FOCUSED ON ACCESS TO TRANSPORTATION, HEALTHCARE, AND EDUCATION AMONG MANY OTHER METRICS TO REVEAL THE DIFFERENCES FACED BY RESIDENTS OF THE UPTOWN NEIGHBORHOOD IN COMPARISON TO THE CITY AND LARGER REGION. THE REPORT WAS ROLLED OUT TO LOCAL ELECTED OFFICIALS, BUSINESS OFFICIALS, AND NONPROFIT STAKEHOLDERS WITH A BUS TOUR THROUGH THE NEIGHBORHOOD. HOUSING AFFORDABILITY: THE 2023 REGIONAL COMPETITIVENESS REPORT REVEALED SIGNIFICANT AFFORDABILITY ISSUES IN THE TAMPA BAY REGION, ESPECIALLY AROUND HOUSING. IN RESPONSE, THE PARTNERSHIP ESTABLISHED A HOUSING AFFORDABILITY TASK FORCE TO FURTHER EXPLORE THE ISSUE AND SHEPHERD A RESEARCH INITIATIVE FROM THE PARTNERSHIP. THE RESEARCH REPORT, WHICH WILL EXPLORE THE HOUSING AFFORDABILITY ISSUE FROM BOTH A QUANTITATIVE AND QUALITATIVE APPROACH, WILL EXAMINE THE NEEDS WITHIN THE HILLSBOROUGH, PASCO, AND PINELLAS COUNTY-REGION WHILE ALSO MAPPING OUT THE FUTURE NEEDS FOR HOUSING. THIS RESEARCH WILL BE ONGOING INTO THE NEXT FISCAL YEAR AND GRANT SUPPORT IS PROVIDED BY JPMORGAN CHASE AND DUKE ENERGY. TRANSPORTATION: TRANSPORTATION CONTINUES TO BE ONE OF THE REGION'S GREATEST CHALLENGES, AS THE ABILITY TO PROVIDE MEANINGFUL ECONOMIC OPPORTUNITIES AND A HIGHER QUALITY OF LIFE TO TAMPA BAY RESIDENTS BECOMES INCREASINGLY CONSTRAINED BY A LACK OF TRANSIT OPTIONS AND LIMITED REGIONAL CONNECTIVITY. TO CHANGE THAT DYNAMIC, THE PARTNERSHIP ADVOCATES FOR REGIONAL CONNECTIVITY AND IMPROVING TRANSIT FUNDING AND AVAILABILITY. THE PARTNERSHIP CONTINUES TO ADVOCATE FOR INCREASED REGIONAL TRANSPORTATION PLANNING AND HAS HELPED TO CONVENE REGIONAL MEETINGS BETWEEN HILLSBOROUGH, PASCO, AND PINELLAS COUNTY OFFICIALS TO MOVE TOWARDS CONSOLIDATION OF THEIR THREE SEPARATE METROPOLITAN PLANNING ORGANIZATIONS (MPOS) INTO ONE REGIONAL BODY. TALENT: THE REGIONAL COMPETITIVENESS REPORT CONTINUES TO REVEAL SIGNIFICANT OPPORTUNITIES FOR IMPROVEMENT THROUGHOUT THE REGION'S TALENT PIPELINE, PARTICULARLY IN COMPARISON TO ITS PEER COMMUNITIES. THE PARTNERSHIP HAS SUBDIVIDED THE TALENT WORKING GROUP INTO TWO SUBCOMMITTEES, FOCUSING ON WORKFORCE AND EDUCATION. THE WORKFORCE SUBCOMMITTEE HAS ELECTED TO FOCUS ON MOVING THE NEEDLE ON THE HIGH NUMBER OF DISCONNECTED YOUTH (THOSE 16-24 NEITHER EMPLOYED NOR ENROLLED IN SCHOOL) IN OUR REGION. THE GROUP CONTINUES TO EXPLORE BEST PRACTICES REGARDING INCREASING HIGH SCHOOL GRADUATION RATES, CONNECTING GRADUATING HIGH SCHOOL STUDENTS TO CAREER PATHS IN INDUSTRIES WHERE ADVANCED DEGREES MAY NOT BE NEEDED, AND EXPLORING IMPROVING THE NUMBER OF CREDENTIALS AND CERTIFICATIONS RECEIVED BY RESIDENTS IN THE REGION. THE SUBCOMMITTEE IS ALSO FOCUSED ON INCREASING SKILLS-BASED HIRING AMONG EMPLOYERS IN THE REGION TO HELP BOOST THE LABOR FORCE PARTICIPATION RATE IN THE REGION. THE EDUCATION SUBCOMMITTEE FOCUSES ON IMPROVING THE NUMBER OF 3 & 4-YEAR-OLDS ENROLLED IN SCHOOL, KINDERGARTEN READINESS, AND THIRD GRADE READING SCORES WITH AN EYE FOR HOW THESE METRICS IMPACT THE SUCCESS OF STUDENTS IN THE FUTURE AND THE TALENT PIPELINE. 0 1 0 1 0 0 0 0 0 1 0 0 1 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 1 1 1 0 1 11 0 1 5 1 0 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X DANIELLE LONG 8133842700 201 NORTH FRANKLINST TAMPA FL 33602 BEMETRA SIMMONS PRESIDENT & CEO 38.00 2.00 X 335913 0 14175 BRIAN AULD DIRECTOR 1.00 1.00 X 0 0 0 BRIAN BUTLER DIRECTOR 1.00 1.00 X 0 0 0 NIKKY FLORES DIRECTOR 1.00 1.00 X 0 0 0 RICHARD HUME DIRECTOR 1.00 1.00 X 0 0 0 RHEA LAW 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 JIM O'CONNELL DIRECTOR 1.00 1.00 X 0 0 0 DAVID PIZZO DIRECTOR 1.00 1.00 X 0 0 0 BENJAMIN PRATT 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 MELISSA SEIXAS DIRECTOR 1.00 1.00 X 0 0 0 HELEN WESLEY DIRECTOR 1.00 1.00 X 0 0 0 335913 0 14175 1 0 1 0 0 1266250 1266250 366 366 1266616 0 0 366 4800 368275 345855 22140 31925 44998 2000 123318 113371 342 12152 26444 4365 63444 3832 144 43687 6848 MEMBERSHIP DUES 12399 REGISTRATION 809 RESEARCH 642 PRODUCTION 200 1231990 170281 124917 56250 50000 7680 5056 633245 539733 140993 93512 3439716 3439715 3814920 3713200 93415 57678 249368 204497 77315 21577 420098 283752 X 0 0 0 0 3394822 3429448 3394822 3429448 3814920 3713200 34626 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1291250 115072 115072 129125 -14053 27952 26807 1145 282305 210041 72264 322988 302885 20103 93512 DUE FROM FOUNDATION 3439651 DUE FROM TB WORKS 64 3439715 LEASE LIABILITIES 21577 21577 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. X 1 1 X X X X 0 0 0 BEMETRA SIMMONS PRESIDENT & CEO 214050 0 105363 0 16500 0 14175 0 0 0 350088 0 0 0 PART I, LINE 1A THE PARTNERSHIP MAINTAINS A MEMBERSHIP IN A SOCIAL CLUB FOR THE PRESIDENT & CEO TO ALLOW HIM TO ASSIST THE PARTNERSHIP IN FUTHERING ITS EXEMPT PURPOSE. FORM 990, PART VI, SECTION A, LINE 6 THE TAMPA BAY PARTNERSHIP IS PRIMARILY FUNDED BY ANNUAL INVESTOR CONTRIBUTIONS. INVESTMENT LEVELS RANGE FROM $25,000 TO $50,000. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS OF THE CORPORATION SHALL BE ELECTED ANNUALLY BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS. IF THE ELECTION OF OFFICERS SHALL NOT BE HELD AT SUCH MEETING, THE ELECTION OF OFFICERS SHALL BE HELD AS SOON THEREAFTER AS MAY BE CONVENIENT. EACH OFFICER SHALL HOLD OFFICE UNTIL HIS OR HER SUCCESSOR SHALL HAVE BEEN ELECTED AND QUALIFIED OR UNTIL HIS OR HER EARLIER RESIGNATION, REMOVAL FROM OFFICE, OR DEATH. 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 B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE 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. COMPENSATION OF ALL OTHER EMPLOYEES, INCLUDING KEY EMPLOYEES, IS DETERMINED BY THE PRESIDENT/CEO BASED UPON A REVIEW OF COMPARABLE COMPENSATION PREPARED BY THE CFO. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS FOR AUDITOR SELECTION AND OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR. TAMPA BAY PARTNERSHIP REGIONAL RESEARCH AND EDUCATION FOUNDATION 4300 W CYPRESS ST SUITE 875 TAMPA FL 33607 593414776 RESEARCH AND EDUCATION FL 501(C)(3) LINE 7 TAMPA BAY PARTNERSHIP FOR REGIONAL ECONOMIC DEVELOPMENT INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TAMPA BAY PARTNERSHIP REGIONAL RESEARCH AND EDUCATION FOUNDATION INC N 53245 CASH PAID