Nonprofit · EIN 59-1956886
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
Tax-exempt · SARASOTA, FL 34237
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $87,039,125 | $56,295,847 | $30,743,278 | $518,451,597 | $41,830,554 | $476,621,043 |
| June 30, 2024 | 990 | $80,655,057 | $63,272,758 | $17,382,299 | $464,554,636 | $41,295,323 | $423,259,313 |
| June 30, 2023 | 990 | $45,774,904 | $44,909,207 | $865,697 | $412,504,444 | $41,975,668 | $370,528,776 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $50,655,466
- Program service revenue
- $4,579,734
- Investment income
- $31,803,925
- Net gain from sales of assets
- $17,727,806
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $44,178,439
- Compensation of officers, directors and key employees
- $1,873,461
- Other salaries and wages
- $1,993,991
- Salaries, compensation and benefits (total)
- $4,573,734
- Professional fundraising fees
- $0
- Legal fees
- $47,305
- Accounting fees
- $63,059
- Occupancy
- $72,769
- Depreciation
- $266,383
- Program services (functional)
- $48,062,932
- Management and general (functional)
- $4,442,132
- Fundraising (functional)
- $3,790,783
Balance sheet and other
- Total assets, start of year
- $464,554,636
- Total assets, end of year
- $518,451,597
- Total liabilities, end of year
- $41,830,554
- Net assets, end of year
- $476,621,043
- Land, buildings and equipment
- $5,599,760
- Publicly traded securities
- $472,314,437
- Net assets without donor restrictions
- $436,689,650
- Net assets with donor restrictions
- $39,931,393
- Gross unrelated business income
- $101,939
- Gross receipts
- $212,490,133
- Employees
- 35
- Volunteers
- 50
- Year formed
- 1979
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROXANNE JERDE | CEO/PRESIDENT Officer | 40 | $365,146 | $42,163 |
| ERIN JONES | CFO Officer | 40 | $235,315 | $33,325 |
| ELIZABETH PENNEWILL | GENERAL COUNSEL Officer | 40 | $221,095 | $31,395 |
| JAY YOUNG | VP, PHILANTHROPY Officer | 40 | $156,688 | $50,112 |
| MISCHA KIRBY | VP, STRATEGIC COMM. & MARK Officer | 40 | $173,422 | $26,591 |
| KIRSTEN RUSSELL | VP, COMMUNITY IMPACT Officer | 40 | $163,954 | $28,244 |
| NICOLE COUDAL | VP, HUMAN RESOURCES Officer | 40 | $165,361 | $26,410 |
| RINA ALVAREZ | DIRECTOR, PHILANTHROPY Highest-paid employee | 40 | $124,144 | $19,164 |
| JULIE AVINS | CONTROLLER Highest-paid employee | 40 | $104,912 | $29,793 |
| DANIEL DELEO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL DENTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIN DUGGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR KAREN HAMAD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITZIE HENSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID JOYNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA MATHEWS | DIRECTOR Trustee or director | 1 | $0 |
| DR LAURA MATTIA | DIRECTOR Trustee or director | 1 | $0 |
| MERCEDES SOLER | DIRECTOR Trustee or director | 1 | $0 |
| DR JANET E TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY TROIANO | DIRECTOR Trustee or director | 1 | $0 |
| TERRI VITALE | DIRECTOR Trustee or director | 1 | $0 |
| MARY LOU WINNICK | DIRECTOR Trustee or director | 1 | $0 |
| MARILYN THOMPSON | CHAIR Trustee or director, Officer | 1 | $0 |
| PAUL HUDSON | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| CHARLES E WILLIAMS | SECRETARY Trustee or director, Officer | 1 | $0 |
| T ANDREW STULTZ | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROXANNE JERDE | CEO/PRESIDENT Officer | 40 | $372,878 | $39,021 |
| ERIN JONES | CFO Officer | 40 | $210,016 | $29,895 |
| ELIZABETH PENNEWILL | GENERAL COUNSEL Officer | 40 | $203,517 | $28,874 |
| MISCHA KIRBY | VP, STRATEGIC COMM. & MARK Officer | 40 | $170,573 | $24,062 |
| JAY YOUNG | VP, PHILANTHROPY Officer | 40 | $149,433 | $44,662 |
| KIRSTEN RUSSELL | VP, COMMUNITY IMPACT Officer | 40 | $168,110 | $25,775 |
| RINA ALVAREZ | DIRECTOR, PHILANTHROPY Highest-paid employee | 40 | $114,556 | $16,744 |
| JULIE AVINS | CONTROLLER Highest-paid employee | 40 | $101,479 | $19,585 |
| NICOLE COUDAL | VP, HUMAN RESOURCES Officer | 40 | $96,312 | $11,307 |
| DANIEL DELEO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN HAMAD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID JOYNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICIA MATHEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR LAURA MATTIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MERCEDES SOLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JANET E TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY TROIANO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRI VITALE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES E WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY LOU WINNICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL HUDSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARILYN THOMPSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| FELICE SCHULANER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| T ANDREW STULTZ | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROXANNE JERDE | CEO/PRESIDENT Officer | 40 | $346,726 | $38,005 |
| ELIZABETH PENNEWILL | GENERAL COUNSEL Officer | 40 | $195,352 | $25,969 |
| MISCHA KIRBY | VP, STRATEGIC COMM. & MARK Officer | 40 | $164,667 | $21,501 |
| ERIN JONES | CFO EFF. 7/22/22 Officer | 40 | $159,785 | $22,843 |
| KIRSTEN RUSSELL | VP, COMMUNITY IMPACT Officer | 40 | $155,053 | $22,184 |
| LAURA SPENCER | CFO/CAO THRU 7/22/22 Officer | 40 | $151,914 | $19,295 |
| JAY YOUNG | VP, PHILANTHROPY Officer | 40 | $137,088 | $32,474 |
| RANATA REEDER | VP, KNOWLEDGE & EQUITY THRU 9/16/22 Officer | 40 | $107,289 | $12,520 |
| CJ FISHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL HUDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HUMPHREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONNA KOFFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR RODNEY LINFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELVIN LUMPKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR LAURA MATTIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NELLE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DRAYTON SAUNDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MERCEDES SOLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JANET E TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY TROIANO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES E WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY LOU WINNICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FELICE SCHULANER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DANIEL DELEO | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| T ANDREW STULTZ | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARILYN THOMPSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2635 FRUITVILLE RD, SARASOTA, FL 34237-5222
- In care of
- % LAURA SPENCER
- Principal officer (990 for 2024)
- ROXANNE G JERDE, 2635 FRUITVILLE ROAD, SARASOTA, FL 34237
- Signed the 990
- ERIN JONES, CFO
- Phone
- (941) 955-3000
- Website
- WWW.CFSARASOTA.ORG
- Return prepared by
- KERKERING BARBERIO & CO
Mission
COMMUNITY IMPACT POWERED BY PHILANTHROPY.
Program accomplishments
- I) IN PARTNERSHIP WITH DONORS WHO BELIEVE THEY CAN BE THE ONE TO MAKE A DIFFERENCE, GRANTS WERE MADE TO ORGANIZATIONS SUPPORTING THE FULL SPECTRUM OF CHARITABLE MISSIONS TO IMPROVE OUR COMMUNITY BY MEETING BASIC NEEDS, EXPANDING OPPORTUNITIES AND CULTURAL ENRICHMENT. SPECIFIC CAUSES FUNDED INCLUDE ANIMAL WELFARE, THE ARTS, HEALTH, HUMAN SERVICES, EDUCATION, ENVIRONMENTAL PROTECTION, CIVIC ENGAGEMENT, YOUTH DEVELOPMENT, AND OTHER AREAS. OUR SUPPORT OF LOCAL NONPROFITS GOES DEEPER THAN THE MILLIONS IN GRANTS WE AWARD EACH YEAR. OUR TEAM HELPS BUILD THE CAPACITY OF LOCAL ORGANIZATIONS TO ENSURE DONORS' CHARITABLE DOLLARS MAKE AN EVEN BIGGER IMPACT BY OFFERING WORKSHOPS AND TRAININGS, SUPPORTING CONSULTING SERVICES, AND OTHER CAPACITY-BUILDING BENEFITS. ADDITIONALLY, OUR ONGOING GRANT OPPORTUNITIES PROVIDE SUPPORT TO LOCAL NONPROFIT ORGANIZATIONS TO ADDRESS INNOVATIVE, URGENT AND EMERGENCY NEEDS, SO THAT UNEXPECTED OBSTACLES OR OPPORTUNITIES CAN BE ADDRESSED BY NONPROFITS AS PART OF THE IMPORTANT WORK THEY DO FOR THE COMMUNITY.II) 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 POST-SECONDARY EDUCATION AND PROFESSIONAL CERTIFICATIONS.III) 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 THOSE IN NEED IN OUR COMMUNITIES BY PROVIDING IMMEDIATE, TARGETED FINANCIAL ASSISTANCE (PRIMARILY FOR MORTGAGE, RENT, CHILDCARE AND UTILITIES) TO FAMILIES AND INDIVIDUALS ON THE VERGE OF HOMELESSNESS THROUGH THE SEASON OF SHARING FUND, AS WELL AS SUPPORTING OUR REGION'S YOUTH THROUGH OUR STUDENT EMERGENCY FUND OPERATED IN PARTNERSHIP WITH SARASOTA COUNTY SCHOOLS. TO ADDRESS LONG-TERM NEEDS REVEALED THROUGH EMERGENCIES, OUR SUNCOCAST DISASTER RECOVERY FUND SUPPORTS EFFORTS TO IMPROVE INDIVIDUAL, FAMILY, AND COMMUNITY RESILIENCY. ADDITIONALLY, OUR EXTENSIVE WORK IN EDUCATION LEVERAGES NATIONAL RESEARCH AND INITIATIVES SUCH AS THE CAMPAIGN FOR GRADE-LEVEL READING, THE REGIONAL COLLABORATIVE PARTNERSHIP OF EDEXPLORESRQ, AND THE STRAUSS LITERACY INITIATIVE LED BY THE COMMUNITY FOUNDATION. INSPIRED BY ASCEND AT THE ASPEN INSTITUTE, WE HAVE FOCUSED THESE EFFORTS (AND OTHERS) THROUGH A TWO-GENERATION LENS, WHICH SEEKS 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, SOCIAL CAPITAL, 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 ONLINE RESOURCE TO REVIEW NONPROFITS SERVING OUR FOUR-COUNTY REGION. NEARLY 800 NONPROFITS HAVE PROFILES THAT ARE EASILY ACCESSED BY POTENTIAL FUNDERS, DONORS AND THE PUBLIC AT THEGIVINGPARTNER.ORG. EACH PROFILE SHARES GOVERNANCE, MANAGEMENT, FINANCIAL AND PROGRAMMATIC INFORMATION. THIS PLATFORM IS USED TO ASSESS GRANT FUNDING BY THE COMMUNITY FOUNDATION, OUR DONORS AND OTHER REGIONAL FUNDERS. IT IS ALSO A KEY COMPONENT OF THE REGION'S ONLINE GIVING CAMPAIGN, THE GIVING CHALLENGE, WHICH THE FOUNDATION ORGANIZES FOR THE COMMUNITY ON A ROLLING SCHEDULE. SINCE 2012, DONORS FROM THROUGHOUT OUR REGION HAVE SHOWN THEIR LOVE FOR LOCAL NONPROFIT ORGANIZATIONS BY PROVIDING MORE THAN $92 MILLION IN UNRESTRICTED FUNDING TO SUPPORT THEIR MISSIONS THROUGH NINE CHALLENGES TO BENEFIT MORE THAN 700 NONPROFITS LISTED IN THE GIVING PARTNER. IN FALL 2020 WE LAUNCHED A NEW EFFORT TO ANALYZE TRENDS IN COMMUNITY NEEDS PROVIDED THROUGH PUBLIC DATABASES, COMBINED WITH OUR DEEP UNDERSTANDING OF AND THE DATA RESOURCES AVAILABLE THROUGH THE GIVING PARTNER. THE SCOPE OF WORK IN THIS AREA EXTENDED IN 2023 TO A COMMUNITY LEADERSHIP ROLE TO BRING ATTENTION TO KEY ISSUES REVEALED THROUGH OUR PUBLICLY-AVAILABLE COMMUNITY INDICATORS DASHBOARD THAT EXAMINES TRENDS IN FOUR KEY AREAS: ECONOMY, EDUCATION, HEALTH, AND HOUSING.Expenses $48,062,932 · grants $44,178,439 · revenue $4,579,734
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-1956886
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $518,451,597
- Income (IRS master file)
- $212,490,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $87,039,125 | $56,295,847 | $518,451,597 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $80,655,057 | $63,272,758 | $464,554,636 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $45,774,904 | $44,909,207 | $412,504,444 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $71,031,554 | $51,746,037 | $386,793,850 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1956886).
Questions about COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
- What is the EIN of COMMUNITY FOUNDATION OF SARASOTA COUNTY INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF SARASOTA COUNTY INC is 59-1956886.
- Is COMMUNITY FOUNDATION OF SARASOTA COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to COMMUNITY FOUNDATION OF SARASOTA COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF SARASOTA COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION OF SARASOTA COUNTY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION OF SARASOTA COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF SARASOTA COUNTY INC?
- The 990 for the year ended June 30, 2025 names ROXANNE G JERDE.
- Who are the officers and directors of COMMUNITY FOUNDATION OF SARASOTA COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 9 received compensation from the organization, the highest $365,146 (ROXANNE JERDE, CEO/PRESIDENT).
- How much revenue does COMMUNITY FOUNDATION OF SARASOTA COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $87,039,125, expenses of $56,295,847 and total assets of $518,451,597 at year end.
Other nonprofits in SARASOTA
- CHARLES AND MARGERY BARANCIK FOUNDATION EIN 36-3442474 · last filed 990-PF for 2025
- NEMA FOUNDATION INC EIN 27-4357830 · last filed 990 for 2024
- THE PATTERSON FOUNDATION EIN 65-6230256 · last filed 990-PF for 2025
- AD IMPACT EIN 81-4562993 · last filed 990-PF for 2025
- THE JEWISH FEDERATION OF SARASOTA-MANATEE INC EIN 59-1227747 · last filed 990 for 2024
- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
- DOUGLAS R MOORE FAMILY FOUNDATION EIN 20-8628156 · last filed 990-PF for 2024
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations