SARASOTA MEMORIAL HEALTHCARE FOUNDATION INC

EIN: 510188568 501(c)(3) Health Care

SARASOTA, FL

Total Revenue
$35,433,550
Total Expenses
$13,125,211
Total Assets
$167,856,429
Net Assets
$158,830,975
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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
FL
Principal Officer
STACEY CORLEY
Phone
9419171286
Tax Period
2023-10-01 to 2024-09-30

SARASOTA MEMORIAL HEALTHCARE FOUNDATION INC, founded in 1976, is a mid-sized nonprofit in the Health Care sector that reported $35.4M in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22.3M, a strong 63% operating margin.

Mission

SARASOTA MEMORIAL HEALTHCARE FOUNDATION IS THE PHILANTHROPIC PARTNER THAT HELPS SARASOTA MEMORIAL HEALTH CARE SYSTEM BRING WORLD-CLASS CARE TO OUR COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $4,879,703 Revenue: $0

GRANTS TO SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL AND OTHER NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS IN SARASOTA COUNTY FOR RESEARCH, PATIENT CARE AND OTHER NEEDS WITH...

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GRANTS TO SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL AND OTHER NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS IN SARASOTA COUNTY FOR RESEARCH, PATIENT CARE AND OTHER NEEDS WITH PROGRAMS THAT WILL IMPROVE EFFICIENCY, EFFECTIVENESS, PATIENT SAFETY, AVAILABILITY AND ADVOCACY OF HEALTHCARE IN AN ENVIRONMENT OF WELL BEING FOR OVER 1.7M INPATIENT AND OUTPATIENT/PHYSICIAN VISITS PER YEAR. THE ONLY HOSPITAL IN FLORIDA TO RECEIVE THE HIGHEST 5-STAR QUALITY RATING FROM THE CENTERS FOR MEDICARE AND MEDICAID IN ALL REPORTING PERIODS SINCE THE PROGRAM BEGAN IN 2016.

Program 2
Expenses: $3,104,091 Revenue: $0

GRANTS TO SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL FOR FACILITIES, AND EQUIPMENT THAT WILL PROVIDE THE MOST ADVANCED, STATE-OF-THE -ART TREATMENTS AND THE HIGHEST QUALITY OF...

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GRANTS TO SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL FOR FACILITIES, AND EQUIPMENT THAT WILL PROVIDE THE MOST ADVANCED, STATE-OF-THE -ART TREATMENTS AND THE HIGHEST QUALITY OF CARE AND COMFORT. NAMED ONE OF THE WORLD'S BEST HOSPITALS 2019-2024 BY NEWSWEEK MAGAZINE. SMH NURSING & REHABILITATION CENTER NAMED A TOP NURSING HOME BY U.S. NEWS 2024. RANKED AMONG 50 BEST HOSPITALS IN THE NATION FOR SPECIALIZED REHABILITATION CARE AND OBSTETRICS/GYNOLOGY; AND AS A TOP PERFORMER IN 18 CONDITIONS/PROCEDURES BY U.S. NEWS 2023/2024.

Program 3
Expenses: $1,298,528 Revenue: $0

GRANTS TO SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL FOR PROFESSIONAL AND COMMUNITY EDUCATION PROGRAMS REPRESENTING CONTINUING MEDICAL AND PROFESSIONAL EDUCATION, PROFESSIONAL...

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GRANTS TO SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL FOR PROFESSIONAL AND COMMUNITY EDUCATION PROGRAMS REPRESENTING CONTINUING MEDICAL AND PROFESSIONAL EDUCATION, PROFESSIONAL CERTIFICATION AND ONGOING EDUCATIONAL PROGRAMS FOR OVER 10,000 EMPLOYEES. SARASOTA MEMORIAL HOSPITAL IS ONE OF JUST 1% OF U.S. HOSPITALS TO EARN MAGNET NURSING RECOGNITION-THE HIGHEST HONOR FOR NURSING EXCELLENCE-FIVE TIMES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $29,586,330
Program Service Revenue $0
Investment Income $4,546,476
Other Revenue $1,300,744
TOTAL REVENUE $35,433,550

Expense Breakdown

Grants Paid $9,282,322
Salaries & Benefits $2,237,003
Fundraising Expenses $2,168,717
Program Expenses $9,282,322
Other Expenses $1,585,474
TOTAL EXPENSES $13,125,211

Year-over-Year Comparison

2023 2022 Change
Revenue $35,433,550 $18,368,153 +0.9%
Expenses $13,125,211 $9,389,378 +0.4%
Net Income $22,308,339 $8,978,775 +1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
117

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$364,535
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT G BARTNER TRUSTEE 5.00
Director
$0 $0 $0
CARL W BATTLE TRUSTEE 5.00
Director
$0 $0 $0
GARY DORNBUSH TRUSTEE 5.00
Director
$0 $0 $0
ROBERT ESSNER TRUSTEE 5.00
Director
$0 $0 $0
THOMAS F KELLY MD TRUSTEE 5.00
Director
$0 $0 $0
TERRY LUNDGREN TRUSTEE 5.00
Director
$0 $0 $0
GWEN MACKENZIE TRUSTEE 5.00
Director
$0 $0 $0
DIANE MAYER TRUSTEE 5.00
Director
$0 $0 $0
JONATHAN E MITCHELL TRUSTEE 5.00
Director
$0 $0 $0
BARBARA RODKIN TRUSTEE 5.00
Director
$0 $0 $0
SAM SCOTT TRUSTEE 5.00
Director
$0 $0 $0
JON SODERBERG TRUSTEE 5.00
Director
$0 $0 $0
SANDRA STUART TRUSTEE 5.00
Director
$0 $0 $0
DAVID VERINDER TRUSTEE 5.00
Director
$0 $0 $0
KIRK VOELKER MD TRUSTEE 5.00
Director
$0 $0 $0
JOEL MORGANROTH MD SECRETARY 10.00
Officer Director
$0 $0 $0
ROBERT LEE WOOD VICE CHAIR 10.00
Officer Director
$0 $0 $0
DEBORAH KABINOFF CHAIR 10.00
Officer Director
$0 $0 $0
PHILIP A DELANEY JR IMMEDIATE PAST CHAIR 5.00
Officer Director
$0 $0 $0
ERIC SPIEGEL TREASURER 10.00
Officer Director
$0 $0 $0
STACEY CORLEY PRESIDENT 50.00
Officer
$323,606 $40,929 $364,535
SALLY A SCHULE DIRECTOR OF COMMUNITY ENGAGEMENT 50.00
Highest
$174,003 $22,055 $196,058
PATRICIA MAHLER DIR. OF COMMUNICATIONS 50.00
Highest
$166,419 $16,514 $182,933
PATRICK J MCQUILLAN DIR. OF DEVELOPMENT 50.00
Highest
$166,005 $35,339 $201,344
CRAIG A MORAN DIR. OF DEVELOPMENT 50.00
Highest
$175,776 $26,054 $201,830
MICHELLE BUTLER DIR. OF DEVELOPMENT 50.00
Highest
$160,423 $35,667 $196,090
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $35,433,550 $13,125,211 $167,856,429 $22,308,339
2023 $18,368,153 $9,389,378 $139,004,778 $8,978,775
2022 $45,874,936 $21,544,068 $130,865,564 $24,330,868
2021 $26,224,051 $11,638,394 $111,119,504 $14,585,657
2020 $47,413,384 $8,928,430 $91,301,745 $38,484,954
2019 $16,317,202 $8,294,637 $56,851,119 $8,022,565
2018 $12,540,677 $8,394,078 $49,991,121 $4,146,599
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