Civic Intelligence

David a Straz Jr Foundation

990PF • Fiscal year 2023 • EIN 39-1776211

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Refreshing map…

4401 W Kennedy Blvd 150Tampa, FL 33609

(813) 639-0155

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.10x

Higher debt load relative to assets than 38% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

1.92x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

3rd percentile

-192%

Higher net margin than 3% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$578,195

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

33rd percentile

1.1%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-6.9%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Up

$126,035,824

Up $1,401,107 (+1.1%) from 2022

Net Assets

Down

$113,544,986

Down $10,301,683 (-8.3%) from 2022

Liabilities

Up

$12,490,838

Up $11,702,790 (+1485%) from 2022

Revenue

Down

$6,490,894

Down $480,597 (-6.9%) from 2022

Expenses

Up

$18,975,092

Up $15,027,970 (+381%) from 2022

Net Income

Down

-$12,484,198

Down $15,508,567 (-513%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $52,053,648Liabilities 2011: $32,9412011Assets 2012: $58,643,854Liabilities 2012: $290,7882012Assets 2013: $58,459,038Liabilities 2013: $2,5902013Assets 2014: $59,799,342Liabilities 2014: $02014Assets 2015: $59,871,384Liabilities 2015: $3,1252015Assets 2019: $79,711,728Liabilities 2019: $2,521,145Net Assets 2019: $77,190,5832019Assets 2020: $66,500,740Liabilities 2020: $9,040,470Net Assets 2020: $57,460,2702020Assets 2021: $131,621,183Liabilities 2021: $800,130Net Assets 2021: $130,821,0532021Assets 2022: $124,634,717Liabilities 2022: $788,048Net Assets 2022: $123,846,6692022Assets 2023: $126,035,824Liabilities 2023: $12,490,838Net Assets 2023: $113,544,9862023Assets 2024: $131,664,428Liabilities 2024: $15,208,994Net Assets 2024: $116,455,4342024

Highlighted filing

2023

Assets$126,035,824
Liabilities$12,490,838
Net Assets$113,544,986

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MRevenue 2011: $4,702,065Expenses 2011: $2,862,687Net Income 2011: $1,839,3782011Revenue 2012: $4,096,472Expenses 2012: $3,850,795Net Income 2012: $245,6772012Revenue 2013: $3,284,689Expenses 2013: $2,045,223Net Income 2013: $1,239,4662013Revenue 2014: $3,057,431Expenses 2014: $3,349,375Net Income 2014: -$291,9442014Revenue 2015: $1,310,454Expenses 2015: $3,766,670Net Income 2015: -$2,456,2162015Revenue 2019: $8,871,905Expenses 2019: $4,587,142Net Income 2019: $4,284,7632019Revenue 2020: $3,809,790Expenses 2020: $3,869,752Net Income 2020: -$59,9622020Revenue 2021: $77,599,258Expenses 2021: $3,572,321Net Income 2021: $74,026,9372021Revenue 2022: $6,971,491Expenses 2022: $3,947,122Net Income 2022: $3,024,3692022Revenue 2023: $6,490,894Expenses 2023: $18,975,092Net Income 2023: -$12,484,1982023Revenue 2024: $4,200,158Expenses 2024: $10,714,708Net Income 2024: -$6,514,5502024

Highlighted filing

2023

Revenue$6,490,894
Expenses$18,975,092
Net Income-$12,484,198
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEACOAST BANKCorporate TrusteeFT$578,195-$578,195
CATHERINE LOWRY STRAZTrustee / ChairFT$136,814$8,209$145,023
KEEBLER STRAZTrustee / PresidentFT$136,814$8,209$145,023
MARTY HANCOCKExecutive DirectorFT$123,231$3,628$126,859
Filing and Contact Details

Filer

Filer Name
Straz Family Foundation
EIN
39-1776211
Phone
8136390155
Address
4401 W KENNEDY BLVD 150, TAMPA, FL 33609

Signing Officer

Name
Todd Feintuch for Seacoast Bank
Title
Corporate Trustee
Phone
8136390155
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
Raw XML AppendixShowing 400 of 943 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12C/S - TEXAS TRADITIONS BANK
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IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt018738
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt011242
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt011242
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0123846669
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0478403
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019305019
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt019305019
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0243000
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05301266
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05301266
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0126035824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0126035824
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0124634717
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0126035824
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt087888494
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01831149
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt022670966
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06012274
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0122076622
IRS990PF/NameChangeInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0100615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt170770
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt05538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt17078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0RENAI CRABTREE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KAREN EGNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0OPERATING OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt011301 BAY CLUB CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11460 ORANGE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1CLEARWATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd033607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd133756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CBIZ & MHM LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt096418
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0140 FOUNTAIN PARKWAY NORTH SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0ST PETERSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd033716
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0136814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1136814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2578195
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3123231
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt08209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt18209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CATHERINE LOWRY STRAZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEEBLER STRAZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SEACOAST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARTY HANCOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE / CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE / PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CORPORATE TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04805 SWANN AVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33218 W PALMIRA AVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WINTER PARK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06097568
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd01
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd01
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd01
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENAI CRABTREE OPERATING OFFICER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04401 W KENNEDY BLVD STE 150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TAMPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033609
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08136390155
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CATHERINE LOWRY STRAZ
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt14000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt31600000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt44000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt52400000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt6150000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt71750000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SCHOOL HOUSE PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1WILDLIFE PROTECTION AND PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2MINISTRY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3HOMELESS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4PERFORMING ARTS PROGRAMMING
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5ART EDUCATION AND APPRECIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6GRADUATE TAX PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt7ACADEMIC PROGRAMS

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