2026-03-31T09:45:12-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 100 SOUTH ASHLEY DRIVE SUITE 1550 TAMPA FL 33602 990 2024-10-01 650179159 FLORIDA BUSINESS DEVELOPMENT CORP FLOR 8133480660 1715 N WESTSHORE BLVD SUITE 780 TAMPA FL 33607 WILLIAM R HABERMEYER PRESIDENT, TREASURER 8133480660 2026-03-31 1 1 KRISTEN BRAND P00353751 8132542727 2026-03-28 2024 2025-03-06 01:10:19Z WILLIAM R HABERMEYER 1715 N WESTSHORE BLVD SUITE 780 TAMPA FL 33607 15826625 0 X WWW.FBDC.NET X 1989 FL ASSIST HEALTHY, GROWING SMALL BUSINESSES ACCESS CAPITAL VIA THE SBA 504, COMMUNITY ADVANTAGE, DIRECT LOAN. 13 12 52 0 0 0 0 0 13979160 15332246 291765 329397 303583 164982 14574508 15826625 596540 739839 0 0 9838789 10928113 0 0 0 2164455 2084558 12599784 13752510 1974724 2074115 38295477 40009716 2437960 2078084 35857517 37931632 ASSIST HEALTHY, GROWING SMALL BUSINESSES ACCESS CAPITAL VIA THE SBA 504, COMMUNITY ADVANTAGE AND DIRECT LOAN PROGRAMS. 0 0 11800609 739839 15826625 THE CORPORATION IS APPROVED BY THE SBA AS A SECTION 504 CERTIFIED DEVELOPMENT CORPORATION. FINANCIAL ASSISTANCE AND LONG-TERM FINANCING ARE PROVIDED TO BUSINESSES TO RETAIN AND CREATE JOBS AND BUILD THE LOCAL ECONOMY. THE CORPORATION IS THE SECOND MOST ACTIVE CERTIFIED DEVELOPMENT COMPANY NATIONWIDE FOR THE FISCAL YEAR ENDED SEPTEMBER 2025 AND DURING THE PAST 36 YEARS HAS ORIGINATED OVER 9,410 SMALL BUSINESS LOANS RESULTING IN OVER $16 BILLION IN APPROVED PROJECTS AND CONTRIBUTED TO THE RETENTION AND CREATION OF THOUSANDS OF JOBS. 11800609 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 52 1 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL FL GA X ROBERT ZINKIL 8133480660 1715 N WESTSHORE BLVD SUITE 780 TAMPA FL 33607 MATHEW SCHUH DIRECTOR 1.00 X 12500 0 0 JEFFREY HUNT CHAIRPERSON 1.00 X 14000 0 0 GEORGE HAWKINS DIRECTOR 1.00 X 10000 0 0 DONNA LEWIS DIRECTOR 1.00 X 11769 0 0 MARC WOONTON DIRECTOR 1.00 X 1962 0 0 SEABRON SMITH DIRECTOR 1.00 X 11769 0 0 OMAR OJEDA DIRECTOR 1.00 X 10000 0 0 HARRY ZUKER DIRECTOR 1.00 X 10231 0 0 CHRISTINE BOUTON DIRECTOR 1.00 X 10000 0 0 THOMAS TER BEEK DIRECTOR 1.00 X 11769 0 0 JASON FINAGAN DIRECTOR 1.00 X 11769 0 0 AVRIL STINSON DIRECTOR 1.00 X 10231 0 0 WILLIAM R HABERMEYER PRESIDENT AND TREASURER 40.00 X 550000 0 88288 ANGEL GONZALEZ DIRECTOR 1.00 X 10000 0 0 ROBERT ZINKIL EXECUTIVE VICE PRESIDENT 40.00 X 425433 0 60424 MARK W MAYHEW EXECUTIVE VICE PRESIDENT 40.00 X 388533 0 88288 CORY W STEWART SENIOR VICE PRESIDENT 40.00 X 388941 0 74864 CHARLES B BUTLER SENIOR VICE PRESIDENT 40.00 X 268730 0 65689 ARMANDO J MARTINEZ SENIOR VICE PRESIDENT 40.00 X 359436 0 88288 DANIEL F MARTINEZ SENIOR VICE PRESIDENT 40.00 X 237858 0 68051 HELEN G BENNETT SENIOR VICE PRESIDENT 40.00 X 176550 0 53973 ANTHONY DIMAURO VICE PRESIDENT 40.00 X 192332 0 57115 ANKUR N PATEL VICE PRESIDENT 40.00 X 167537 0 38049 RAI L DONELSON VICE PRESIDENT AND SECRETA 40.00 X 170261 0 52248 MICHAEL J QUANT VICE PRESIDENT 40.00 X 157509 0 56807 CHARLES S WILSON VICE PRESIDENT 40.00 X 159080 0 37591 TAYLOR DOBSON VICE PRESIDENT 40.00 X 136007 0 36107 MICHELLE MATHEWS SEIVOLD VICE PRESIDENT 40.00 X 124952 0 50834 IAN A MASSE ASSISTANT VICE PRESIDENT 40.00 X 111124 0 27024 JEANETTE L BOHIGAS SECRETARY 40.00 X 110171 0 48964 RENEE MADORMO SECRETARY 40.00 X 107150 0 41481 CHRISTINE NICHOLS SECRETARY 40.00 X 97887 0 35500 CYNTHIA LAHERA-YRIBAR SECRETARY 40.00 X 80892 0 36792 ANNE MYERS SECRETARY 40.00 X 77040 0 21981 NAARA RODRIGUEZ SECRETARY 40.00 X 52068 0 33574 BRIAN KING VICE PRESIDENT 40.00 X 51013 0 24798 CODY HITCHCOCK VICE PRESIDENT 40.00 X 107881 0 10799 EDGARDO MOLINA ASSISTANT VICE PRESIDENT 40.00 X 114244 0 42585 RYAN VUCELIK VICE PRESIDENT 40.00 X 141013 0 53708 JOHANN ENRIQUE SCHNELL VICE PRESIDENT 40.00 X 171963 0 59841 DANA M ALBURY KEY EMPLOYEE 40.00 X 250977 0 69947 5512582 0 1423610 24 0 1 0 0 LOAN PROCESSING/SERVICING 525990 12362843 12362843 INTEREST INCOME 525990 2969403 2969403 15332246 329397 329397 74420 0 74420 74420 74420 LATE FEES 525990 39545 39545 OTHER INCOME 525990 35271 35271 CA PREMIUM FEES 525990 15746 15746 90562 15826625 15826625 0 0 739839 739839 8097571 6882935 1214636 1339359 1138455 200904 1000939 850798 150141 490244 416707 73537 215280 182988 32292 144848 123121 21727 101618 86375 15243 595054 505796 89258 262581 223194 39387 119769 101804 17965 273392 232383 41009 6 5 1 3900 3315 585 60615 51523 9092 BUSINESS DEVELOPMENT 205078 174316 30762 VEHICLE EXPENSES 53746 45684 8062 DUES & MEMBERSHIP 32615 27723 4892 CA SERVICING EXPENSES 16056 13648 2408 13752510 11800609 1951901 0 6116201 9121007 588520 282427 1682591 1699986 110893 110893 3901 0 11974936 10799542 2983000 2693000 14892808 15357526 53520 56228 38295477 40009716 1422725 1494272 1015235 583812 2437960 2078084 X 35857517 37931632 35857517 37931632 38295477 40009716 2074115 0 X X 1 X 1 X 1 0 110893 110893 0 0 TIME DEPOSITS 2693000 C 2693000 NOTES RECEIVABLE 15643208 C LESS ALLOWANCE FOR CREDIT LOSS -285682 C 15357526 DEFERRED REVENUE 43700 OPERATING LEASE 527521 SECURITY DEPOSIT 12591 583812 X 15826625 0 15826625 0 15826625 13752510 0 13752510 0 13752510 PART X, LINE 2: FBDC IS A NONPROFIT CORPORATION WHICH IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, GENERALLY WOULD NOT INCUR INCOME TAXES. AS A RESULT, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. FBDC RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE END OF THE YEAR. AT SEPTEMBER 30, 2025 AND 2024, FBDC'S MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. FBDC CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE U.S. FEDERAL JURISDICTION IS THE MAJOR TAX JURISDICTION WHERE FBDC FILES INCOME TAX RETURNS. FBDC IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2019. 0 TAMPA BAY INNOVATION HUB INC 802 E WHITING STREET TAMPA FL 33602 824177489 501C3 75000 0 ECONOMIC DEVELOPMENT GREATER TAMPA CHAMBER OF COMMERCE FOUNDATION INC 201 N FRANKLIN STREET SUITE 201 TAMPA FL 33602 593462329 501C3 75000 0 ECONOMIC DEVELOPMENT HISPANIC BUSINESS INITIATIVE FUND INC 3201 COLONIAL DRIVE SUITE A20 ORLANDO FL 32803 593341405 501C3 75000 0 ECONOMIC DEVELOPMENT STATE COLLEGE OF FLORIDA FOUNDATION 5840 26TH ST W BRADENTON FL 34207 591843274 501C3 75000 0 ECONOMIC DEVELOPMENT FOUNDATION OF COMMUNITY DRIVEN INNOVATION INC 5910 HAMMOCK WOODS DR ODESSA FL 33556 473887593 501C3 75000 0 ECONOMIC DEVELOPMENT NORTH PINELLAS ADVOCATES OF RACIAL EQUALITY INC PO BOX 73 DUNEDIN FL 34697 872912026 501C3 75000 0 ECONOMIC DEVELOPMENT ARSENAL PLANCE INC PO BOX 593 SELMA AL 36702 471760801 501C3 50000 0 ECONOMIC DEVELOPMENT THE CENTER FOR TECHNOLOGY ENTERPRISE & DEVELOPMENT INC 401 W ATLANTIC AVE DELRAY BEACH FL 33444 650362710 501C3 25000 0 GALA SPONSORSHIP NATIONAL ASSOCIATION OF DEVELOPMENT COMPANIES 10319 WESTLAKE DRIVE UNIT 197 BETHESDA MD 20817 521260579 501C6 10000 0 SCHOLARSHIP 7 X 1 0 X X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM R HABERMEYER PRESIDENT AND TREASURER 300000 0 250000 0 0 0 59400 0 28888 0 638288 0 0 0 ROBERT ZINKIL EXECUTIVE VICE PRESIDENT 227433 0 198000 0 0 0 46500 0 13924 0 485857 0 0 0 MARK W MAYHEW EXECUTIVE VICE PRESIDENT 253333 0 135200 0 0 0 59400 0 28888 0 476821 0 0 0 CORY W STEWART SENIOR VICE PRESIDENT 210641 0 178300 0 0 0 47400 0 27464 0 463805 0 0 0 ARMANDO J MARTINEZ SENIOR VICE PRESIDENT 176923 0 182513 0 0 0 59400 0 28888 0 447724 0 0 0 CHARLES B BUTLER SENIOR VICE PRESIDENT 175077 0 93653 0 0 0 47809 0 17880 0 334419 0 0 0 DANA M ALBURY KEY EMPLOYEE 170894 0 80083 0 0 0 45140 0 24807 0 320924 0 0 0 DANIEL F MARTINEZ SENIOR VICE PRESIDENT 185300 0 52558 0 0 0 42686 0 25365 0 305909 0 0 0 ANTHONY DIMAURO VICE PRESIDENT 105200 0 87132 0 0 0 34921 0 22194 0 249447 0 0 0 JOHANN ENRIQUE SCHNELL VICE PRESIDENT 131913 0 40050 0 0 0 30953 0 28888 0 231804 0 0 0 HELEN G BENNETT SENIOR VICE PRESIDENT 149000 0 27550 0 0 0 31779 0 22194 0 230523 0 0 0 RAI L DONELSON VICE PRESIDENT AND SECRETA 144467 0 25794 0 0 0 30054 0 22194 0 222509 0 0 0 MICHAEL J QUANT VICE PRESIDENT 131448 0 26061 0 0 0 27919 0 28888 0 214316 0 0 0 ANKUR N PATEL VICE PRESIDENT 138827 0 28710 0 0 0 29823 0 8226 0 205586 0 0 0 CHARLES S WILSON VICE PRESIDENT 135000 0 24080 0 0 0 28072 0 9519 0 196671 0 0 0 RYAN VUCELIK VICE PRESIDENT 117115 0 23898 0 0 0 24820 0 28888 0 194721 0 0 0 MICHELLE MATHEWS SEIVOLD VICE PRESIDENT 103333 0 21619 0 0 0 21946 0 28888 0 175786 0 0 0 TAYLOR DOBSON VICE PRESIDENT 111681 0 24326 0 0 0 24623 0 11484 0 172114 0 0 0 JEANETTE L BOHIGAS SECRETARY 91307 0 18864 0 0 0 20076 0 28888 0 159135 0 0 0 EDGARDO MOLINA ASSISTANT VICE PRESIDENT 103846 0 10398 0 0 0 20391 0 22194 0 156829 0 0 0 PART I, LINE 1A THE BOARD OF DIRECTORS APPROVED OF A CORPORATE MEMBERSHIP AT THE UNIVERSITY CLUB OF TAMPA FOR BUSINESS DEVELOPMENT PURPOSES. THIS COVERED THE ONE-TIME INITIATION FEE AND MONTHLY DUES PAID VIA CORPORATE CREDIT CARD. EMPLOYEES ARE PERSONALLY RESPONSIBLE FOR ANY SUBSEQUENT CHARGES INCURRED WHILE AT THE CLUB. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE CLASS OF MEMBERS CONSISTING OF INDIVIDUALS WHO SERVE ON ANY LOAN COMMITTEE OF THE CORPORATION. MEMBERS HAVE NO VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY ELECTS BY VOTE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT REVIEWS THE FORM 990 ALONG WITH THE FINANCE COMMITTEE. THE COMMITTEE RECOMMENDS APPROVAL TO THE BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS RECEIVE A COPY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES MUST AVOID ANY RELATIONSHIP OR ACTIVITY THAT MIGHT IMPAIR, OR EVEN APPEAR TO IMPAIR, THEIR ABILITY TO MAKE OBJECTIVE AND FAIR DECISIONS WHEN PERFORMING THEIR JOBS. AT TIMES, AN EMPLOYEE MAY BE FACED WITH SITUATIONS IN WHICH BUSINESS ACTIONS TAKEN ON BEHALF OF FBDC MAY CONFLICT WITH THE EMPLOYEE'S OWN PERSONAL INTERESTS. COMPANY PROPERTY, INFORMATION OR BUSINESS OPPORTUNITIES MAY NOT BE USED FOR PERSONAL GAIN. EMPLOYEES WITH A CONFLICT-OF-INTEREST QUESTION ARE REQUIRED TO SEEK MANAGEMENT ADVICE PRIOR TO ENGAGING IN ANY ACTIVITY, TRANSACTION OR RELATIONSHIP THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ENTITY USES A COMBINATION OF FEEDBACK FROM MANAGERS ALONG WITH A KORN FERRY REPORT DEVELOPED EVERY 3 YEARS TO IDENTIFY WHERE OUR LEADERSHIP AND TEAM ARE RELATIVE TO INDUSTRY PEERS. THE MOST RECENT REPORT WAS ON ISSUED ON 2/27/2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED TO ALL OUR SBA REGULATORS ALONG WITH FILED 990 AND TO THE PUBLIC, UPON REQUEST. LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.