THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY Charity Report

Public IRS 990 nonprofit record

THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY

EIN 65-0173371 · Single Organization Support (T11)

What they do

COMMUNITY IMPACT POWERED BY PHILANTHROPY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $66.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

72.07%of revenue went to mission work66.1% of expenses · Program services

17.00%of revenue went to fundraising15.6% of expenses

$108.98spent for every $100 of revenueSpending was higher than revenue this year.

19.92%of revenue went to management and office costs18.3% of expenses

$17.18in assets for every $1 spent this yearSome assets cannot be spent right away.

34.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $74,354 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $63,092 for US TRUST (TRUSTEE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$827,710

Mission workProgram services$596,51172.07% of revenue66.1% of expenses

ManagementOffice and general costs$164,86319.92% of revenue18.3% of expenses

FundraisingAsking for donations$140,69017.00% of revenue15.6% of expenses

Total expenses$902,064108.98% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 66.1% mission · 18.3% management · 15.6% fundraisingTotal expenses: 108.98% of revenue

2023Expense mix: 76.9% mission · 12.1% management · 11.0% fundraisingTotal expenses: 198.38% of revenue

2022Expense mix: 74.7% mission · 12.9% management · 12.4% fundraisingTotal expenses: 211.56% of revenue

2021Expense mix: 71.7% mission · 14.5% management · 13.8% fundraisingTotal expenses: 113.40% of revenue

2020Expense mix: 83.5% mission · 8.4% management · 8.1% fundraisingTotal expenses: 98.50% of revenue

2019Expense mix: 70.8% mission · 14.9% management · 14.3% fundraisingTotal expenses: 491.56% of revenue

2018Expense mix: 96.6% mission · 1.7% management · 1.7% fundraisingTotal expenses: 756.33% of revenue

2017Expense mix: 74.4% mission · 11.7% management · 14.0% fundraisingTotal expenses: 109.81% of revenue

Money in and money out

Revenue$827,710

Expenses$902,064

Annual shortfall $74,354 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$596,511 · 66.1% of expenses

Management and office costs$164,863 · 18.3% of expenses

Fundraising$140,690 · 15.6% of expenses

See all reported dollar amounts

Revenue$827,710

Expenses$902,064

Assets$15,494,610

Income$2,550,296

Contributions$283,431

Mission work (program services)$596,511

Fundraising$140,690

Grants given$11,313,796

Average grant$77,492

Management and general$164,863

Stocks and bonds$15,487,360

Accounting fees$1,880

Investing fees$95,980

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

US TRUSTTRUSTEE · 1 hrs/week $63,092

JAY YOUNGVP PHILANTHROPY · 40 hrs/week $50,112Base · Other $50,112

ROXANNE G JERDEPRESIDENT/CEO · 40 hrs/week $42,163Base · Other $42,163

ERIN JONESCFO · 40 hrs/week $33,325Base · Other $33,325

ELIZABETH PENNEWILLGENERAL COUNSEL · 40 hrs/week $31,395Base · Other $31,395

JULIE AVINSCONTROLLER · 40 hrs/week $29,793Base · Other $29,793

KIRSTEN RUSSELLVP COMMUNITY IMPACT · 40 hrs/week $28,244Base · Other $28,244

MISCHA KIRBYVP, STRATEGIC COMM & MKTG · 40 hrs/week $26,591Base · Other $26,591

NICOLE COUDALVP, HUMAN RESOURCES · 40 hrs/week $26,410Base · Other $26,410

BMO PRIVATE BANKTRUSTEE · 1 hrs/week $24,389

RINA ALVAREZDIRECTOR, PHILANTHROPY · 40 hrs/week $19,164Base · Other $19,164

HANCOCK WHITNEYTRUSTEE · 1 hrs/week $7,500

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

US TRUSTTRUSTEE

JAY YOUNGVP PHILANTHROPY

ROXANNE G JERDEPRESIDENT/CEO

ERIN JONESCFO

ELIZABETH PENNEWILLGENERAL COUNSEL

JULIE AVINSCONTROLLER

KIRSTEN RUSSELLVP COMMUNITY IMPACT

MISCHA KIRBYVP, STRATEGIC COMM & MKTG

NICOLE COUDALVP, HUMAN RESOURCES

BMO PRIVATE BANKTRUSTEE

RINA ALVAREZDIRECTOR, PHILANTHROPY

HANCOCK WHITNEYTRUSTEE

MARILYN THOMPSONCHAIR

TERRI VITALEDIRECTOR

CHARLES E WILLIAMSSECRETARY

PAUL HUDSONVICE CHAIR

PATRICIA MATHEWSDIRECTOR

MITZIE HENSONDIRECTOR

MERCEDES SOLERDIRECTOR

MARY LOU WINNICKDIRECTOR

DR JANET TAYLORDIRECTOR

KAREN HAMADDIRECTOR

ANDREW STULTZTREASURER

JEFFREY TROIANODIRECTOR

DANIEL DELEODIRECTOR

DANIEL DENTONDIRECTOR

ERIN DUGGANDIRECTOR

DAVID JOYNERDIRECTOR

DR LAURA MATTIADIRECTOR

About this charity

Recognized since: January 1990
Location: 2635 FRUITVILLE RD, SARASOTA, FL 34237-5222
County: Sarasota
In care of: % NORTHERN TRUST COMPANY
Primary officer: ERIN JONES, CFO

How to reach them

WebsiteVisit the charity’s website Emailinfo@cfsarasota.org Phone(941) 955-3000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: KERKERING BARBERIO & CO
NTEE classification: Single Organization Support (T11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes