H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE FOUNDATION INC (EIN 593238636) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

MARIA MULLER

Phone

8137454673

Tax Period

2024-07-01 to 2025-06-30

H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE FOUNDATION INC, founded in 1994, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $41.3M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $7.0M, a strong 17% operating margin.

Mission

TO RAISE, MAINTAIN AND HOLD FUNDS FOR THE BENEFIT OF H. LEE MOFFITT CC&RI, INC. AND ITS SUBS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $44,076,379

Program Service Revenue $0

Investment Income $-2,528,529

Other Revenue $-227,753

TOTAL REVENUE $41,320,097

Expense Breakdown

Grants Paid $23,732,678

Salaries & Benefits $7,230,118

Fundraising Expenses $5,495,903

Program Expenses $24,606,061

Other Expenses $3,361,967

TOTAL EXPENSES $34,324,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,320,097	$43,785,413	-0.1%
Expenses	$34,324,763	$28,251,742	+0.2%
Net Income	$6,995,334	$15,533,671	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$3,699,070

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARABDEEP SINGH	EVP/COO	4.00	Officer	$0	$211,233	$1,315,157
L DAVID DE LA PARTE	FRM EVP GEN CO & ASST SEC TO 6/2024	4.00		$0	$242,023	$1,042,186
JOANNA WEISS	EVP-CFAO & ASST TREAS	4.00	Officer	$0	$139,001	$972,388
MARIA MULLER	EVP PRES & CHIEF PHILAN OFFICER	55.00	Officer	$638,020	$111,691	$749,711
CHARLES FLETCHER	EVP-GEN COUN & ASST SEC AS OF 7/2024	4.00	Officer	$0	$117,472	$661,814
YVETTE M LYONS TREMONTI	FRM EVP - CFAO/ASST TREAS TO 5/2024	0.00		$0	$65,937	$596,052
REBECCA S NORMAN	SR DIR DEVELOPMENT SVCS	50.00	Highest	$217,358	$51,651	$269,009
MICHELLE MASLOWSKI	SR DIR INDIVIDUAL PHILANTHROPY PRGMS	50.00	Highest	$238,192	$15,789	$253,981
AMANDA S HOLLIS	DIR INSTITUTIONAL AND MEMBERSHIP GIVING	50.00	Highest	$195,932	$46,536	$242,468
MICHAEL KENNEDY	DIRECTOR PLANNED GIVING	50.00	Highest	$193,896	$28,539	$222,435
ELIZABETH C HOWARD	DIR COMMUNITY AND PARTNERSHIP GIVING	50.00	Highest	$176,925	$36,681	$213,606
ROSE BAKER REILLY	DIRECTOR & CHAIRMAN	2.00	Officer Director	$0	$0	$0
EDWARD C DROSTE	DIRECTOR & IMMED PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
PETER T KIRKWOOD ESQ	DIRECTOR & VICE CHAIRMAN TO 7/2024	2.00	Officer Director	$0	$0	$0
JOSEPH CABALLERO	DIRECTOR & SEC/TREAS	2.00	Officer Director	$0	$0	$0
PAUL ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY BELL BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM BRAND	DIRECTOR	1.00	Director	$0	$0	$0
RONALD J CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
PETER J CAMPO	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN SENA CURD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DUTKOWSKY	DIRECTOR	1.00	Director	$0	$0	$0
S KATHERINE FRAZIER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD GONZMART	DIRECTOR	1.00	Director	$0	$0	$0
SHAY GRIESE	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN H HILL III ESQ	DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
SAREET MAJUMDAR	DIRECTOR	1.00	Director	$0	$0	$0
THE HON H LEE MOFFITT ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JIM U MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
JIM OVERTON	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN M RANEY	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA RYALS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK SOBERS	DIRECTOR	1.00	Director	$0	$0	$0
KIM SWEERS	DIRECTOR	1.00	Director	$0	$0	$0
JULIE WOOLEY	DIRECTOR TO 6/2025	1.00	Director	$0	$0	$0

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
2025	$41,320,097	$34,324,763	$320,179,762	$6,995,334
2024	$43,785,413	$28,251,742	$274,181,553	$15,533,671
2023	$34,168,930	$32,131,114	$234,732,542	$2,037,816
2022	$40,611,141	$28,061,941	$205,001,241	$12,549,200
2021	$23,012,513	$20,283,992	$188,563,792	$2,728,521
2020	$11,058,279	$32,695,389	$146,514,741	$-21,637,110
2019	$21,063,763	$37,550,850	$151,069,771	$-16,487,087
2018	$24,822,415	$20,364,448	$146,656,299	$4,457,967

H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE FOUNDATION INC