Nonprofit · EIN 85-0729071
TIDEWELL FOUNDATION INC
Tax-exempt · LAKEWOOD RANCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $11,180,453 | $16,557,946 | -$5,377,493 | $93,322,761 | $6,809,302 | $86,513,459 |
| September 30, 2024 | 990 | $16,077,349 | $15,852,144 | $225,205 | $92,945,485 | $11,631,418 | $81,314,067 |
| September 30, 2023 | 990 | $6,280,023 | $8,845,633 | -$2,565,610 | $70,190,031 | $5,433,161 | $64,756,870 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $6,228,420
- Program service revenue
- $0
- Investment income
- $4,806,096
- Net rental income
- $217,653
- Net gain from sales of assets
- $3,023,002
- Net income from fundraising events
- -$72,578
- Other revenue
- $145,937
Expenses
- Grants and similar amounts paid
- $12,550,372
- Other salaries and wages
- $1,310,050
- Salaries, compensation and benefits (total)
- $1,659,918
- Professional fundraising fees
- $0
- Legal fees
- $34,221
- Accounting fees
- $31,000
- Occupancy
- $527,842
- Travel
- $7,365
- Depreciation
- $243,739
- Program services (functional)
- $14,227,474
- Management and general (functional)
- $1,260,973
- Fundraising (functional)
- $1,069,499
Balance sheet and other
- Total assets, start of year
- $92,945,485
- Total assets, end of year
- $93,322,761
- Total liabilities, end of year
- $6,809,302
- Net assets, end of year
- $86,513,459
- Land, buildings and equipment
- $4,668,175
- Publicly traded securities
- $78,147,627
- Net assets without donor restrictions
- $84,233,079
- Net assets with donor restrictions
- $2,280,380
- Gross receipts
- $12,863,977
- Employees
- 16
- Volunteers
- 250
- Year formed
- 2020
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 | $727,103 | $65,307 |
| TARRAH L LOWRY | CHIEF OPERATING OFFICER Officer | 1 | $0 | $616,625 | $54,771 |
| SAIDA BOUHAMID | CFO Officer | 1 | $0 | $452,474 | $56,023 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Officer | 1 | $0 | $407,068 | $54,425 |
| DELESA MORRIS | TIDEWELL FOUNDATION PRESIDENT Highest-paid employee | 40 | $215,313 | $0 | $19,335 |
| JASON TOALE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RENEE EPPARD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS STUHLEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA GLANZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL DEEMS MD PHD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY BUTLER | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| JAN MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH BERLOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KORY LEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VICTORIA KASDAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 | $827,833 | $48,894 |
| SAIDA BOUHAMID | CFO Officer | 1 | $0 | $447,125 | $38,556 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Officer | 1 | $0 | $380,853 | $38,110 |
| RAFAEL J SCIULLO | FORMER PRESIDENT Former | 0 | $0 | $411,354 | $2,364 |
| DEBRA A MASON | FORMER PRESIDENT TIDEWELL FOUNDATION Former | 40 | $219,939 | $0 | $0 |
| JASON TOALE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RENEE EPPARD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS STUHLEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANIEL DEEMS MD PHD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAN MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KORY LEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| R DEAN HAUTAMAKI MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VICTORIA KASDAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RAFAEL J SCIULLO | FORMER PRESIDENT Former | 1 | $0 | $694,975 | $72,264 |
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 | $624,034 | $60,277 |
| SAIDA BOUHAMID | CFO Officer | 1 | $0 | $452,197 | $50,184 |
| DEBRA A MASON | PRESIDENT TIDEWELL FOUNDATION Officer | 40 | $0 | $238,131 | $40,159 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Officer | 1 | $0 | $180,995 | $16,558 |
| RENEE EPPARD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS STUHLEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JASON TOALE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY BERLOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL DEEMS PHD MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| R DEAN HAUTAMAKI MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VICTORIA KASDAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KORY LEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAN MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY BUTLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6310 CAPITAL DRIVE, LAKEWOOD RANCH, FL 34202-5013
- In care of
- % DELESA MORRIS
- Principal officer (990 for 2024)
- JONATHAN FLEECE, 6310 CAPITAL DRIVE, LAKEWOOD RANCH, FL 34202
- Signed the 990
- JONATHAN FLEECE, PRESIDENT/CEO
- Phone
- (941) 552-5900
- Website
- WWW.TIDEWELLFOUNDATION.ORG
- Return prepared by
- FORVIS MAZARS LLP
Mission
THE TIDEWELL FOUNDATION EXISTS TO PROVIDE PERPETUAL SUPPORT FOR THE AFFILIATE ORGANIZATIONS. AT THE FOREFRONT OF THIS EFFORT, IS CREATING AWARENESS OF THE TIDEWELL FOUNDATION, ITS SERVICES AND HOW DONOR HEALTH, GRIEF COUNSELING AND THERAPEUTIC SERVICES. FUNDS RAISED BY THE FOUNDATION ARE (CONTINUED ON SCHEDULE O) ESSENTIAL FOR THE FINANCIAL STABILITY OF TIDEWELL HOSPICE. THE TIDEWELL FOUNDATION SUPPORTS FREE GRIEF SERVICES AND PROGRAMS OFFERED TO THE COMMUNITY, AS WELL AS COMPLIMENTARY SERVICES TO PATIENTS, AND CHARITY CARE FOR PATIENTS. IN ADDITION, THE TIDEWELL FOUNDATION FUNDRAISES TO SUPPORT WORKFORCE DEVELOPMENT EFFORTS. THESE EFFORTS HELP FILL CRITICAL POSITIONS, CONNECT WITH THE COMMUNITY, ENGAGE VOLUNTEERS AND DONORS, AND SUPPORT MUCH NEEDED AND VITAL PROGRAMS.
Program accomplishments
- THE LARGEST PROGRAM SERVICES OF TIDEWELL HOSPICE SUPPORTED BY GRANTS FROM THE TIDEWELL FOUNDATION ARE FREE COMMUNITY GRIEF SERVICES FOR CHILDREN AND ADULTS, CHARITY CARE, COMPLEMENTARY SERVICES FOR PATIENTS, VETERANS SERVICES AND TRAINING FOR STAFF, CARDIAC PROGRAM, HUMANITARIAN NEEDS OF PATIENTS, PEDIATRIC SERVICES, AND WORKFORCE DEVELOPMENT TRAINING PROGRAMS FOR NURSES, HOME HEALTH AIDES, AND CERTIFIED NURSE ASSISTANTS.Expenses $14,227,474 · grants $12,550,372
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 85-0729071
- 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
- 2020
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $93,322,761
- Income (IRS master file)
- $12,863,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $11,180,453 | $16,557,946 | $93,322,761 | XML |
| 990 | September 2024 | $16,077,349 | $15,852,144 | $92,945,485 | XML |
| 990 | September 2023 | $6,280,023 | $8,845,633 | $70,190,031 | XML |
| 990 | September 2022 | $18,647,417 | $16,930,605 | $62,445,454 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | 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 85-0729071).
Questions about TIDEWELL FOUNDATION INC
- What is the EIN of TIDEWELL FOUNDATION INC?
- The employer identification number (EIN) of TIDEWELL FOUNDATION INC is 85-0729071.
- Is TIDEWELL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to TIDEWELL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TIDEWELL FOUNDATION 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 TIDEWELL FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TIDEWELL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of TIDEWELL FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLEECE.
- Who are the officers and directors of TIDEWELL FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 15 people; 1 received compensation from the organization.
- How much revenue does TIDEWELL FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $11,180,453, expenses of $16,557,946 and total assets of $93,322,761 at year end.
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