Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 6,309,503 | 4,149,488 | 3,795,982 | 2,635,309 | 1,815,087 | 18,705,369 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 590,909 | 590,909 | 590,909 | 590,909 | 590,909 | 2,954,545 |
| 4 | Total. Add lines 1 through 3 | 6,900,412 | 4,740,397 | 4,386,891 | 3,226,218 | 2,405,996 | 21,659,914 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 3,231,674 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 18,428,240 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 6,900,412 | 4,740,397 | 4,386,891 | 3,226,218 | 2,405,996 | 21,659,914 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 65,010 | 76,300 | 77,676 | 94,837 | 65,519 | 379,342 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 200,790 | 293,646 | 494,436 | |||
| 11 | Total support. Add lines 7 through 10 | 22,537,348 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 2 | ON DECEMBER 11, 2019, TAMPA BAY HISTORY CENTER, INC. (TBHC) MERGED WITH TBHC FACILITY CORPORATION (45-2409147) AND TBHC HISTORICAL COLLECTIONS CORPORATION (45-2409300) WITH TBHC BEING THE SURVIVING ENTITY. AS A RESULT OF THE MERGER, TBHC ACQUIRED THE PROGRAMS PREVIOUSLY OPERATED BY THE MERGING ENTITIES. THESE PROGRAMS ARE DESCRIBED AS FOLLOWS: TBHC FACILITY CORPORATION MAINTENANCE AND OPERATING OF MUSEUM FACILITIES ADEQUATE TO PRESERVE, PROTECT AND DISPLAY MATERIALS AND ARTIFACTS RELATING TO THE HISTORY OF THE GREATER TAMPA AND HISTORIC HILLSBOROUGH COUNTY AREA. TBHC HISTORICAL COLLECTIONS CORPORATION TO ACQUIRE BY PURCHASE, EXCHANGE OR DONATION CERTAIN HISTORICAL ARTIFACTS RELATING TO THE HISTORY OF THE HISTORIC HILLSBOROUGH COUNTY AREA AND TO LEASE OR LOAN SUCH ARTIFACTS TO AN ORGANIZATION THAT OPERATES A MUSEUM DISPLAYING ITEMS RELATING TO THE HISTORY OF THE HISTORIC HILLSBOROUGH COUNTY AREA AND MAINTAIN, PRESERVE, PROTECT AND DISPLAY SUCH ARTIFACTS IN THE MUSEUM SO THAT THE PUBLIC MAY ENJOY AND BETTER UNDERSTAND THE HISTORY OF THE HISTORIC HILLSBOROUGH COUNTY AREA; ENCOURAGE THE INVESTIGATION, STUDY AND RESEARCH OF SUCH HISTORY BY MAINTAINING RESOURCES WHICH WILL ENABLE STUDENTS AND OTHER RESEARCHERS TO MAKE USE OF THE MUSEUM'S MATERIALS AND ARTIFACTS; FOSTER DISSEMINATION AND UNDERSTANDING OF OUR AREA'S HISTORY THROUGH EDUCATIONAL AND PUBLIC OUTREACH PROGRAMS; AND COOPERATE WITH OTHER HISTORICAL, CULTURAL AND EDUCATIONAL INSTITUTIONS IN FURTHERING AMONG PRESENT AND FUTURE GENERATIONS OF CITIZENS AND FRIENDS A PRIDE AND INTEREST IN OUR COMMUNITY'S AND COUNTY'S HISTORY AND TRADITIONS. ON JANUARY 28, 2020, TBHC ENTERED INTO A LICENSE AGREEMENT WITH HERNANDO COUNTY TO PROVIDE CURATORIAL AND INTERPRETIVE SERVICES TO ENSURE CHINSEGUT HILL'S HISTORY IS PRESERVED AND SHARED WITH THE PUBLIC. ACTIVITIES UNDER THE AGREEMENT INCLUDE CATALOGING, CONDITION ASSESSMENT AND CARE FOR THE CONTENTS OF THE MANOR HOUSE, OPERATING THE MANOR HOUSE AS A HOUSE MUSEUM WITH REGULARLY ADVERTISED BUSINESS HOURS, DEVELOPMENT OF CURRICULUM MATERIALS HIGHLIGHTING CHINSEGUT HILL'S HISTORY, ORGANIZING AND TRAINING OF VOLUNTEER DOCENTS, AND WORKING CLOSELY WITH HERNANDO COUNTY IN PROMOTING AND PRESERVING THE CHINSEGUT HILL MANOR HOUSE. |
| EXCERPT OF ACCOMPLISHMENTS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2020: | AS IT HAS TOO MANY CULTURAL ARTS INSTITUTIONS, THE COVID-19 PANDEMIC AND RESULTING REQUIRED CLOSURE OF PUBLIC BUILDINGS AND CONTINUED RESTRICTIONS TO THE PUBLIC'S ACCESS TO IN-PERSON MUSEUM EXPERIENCES AND PROGRAMMING HAS NEGATIVELY IMPACTED TAMPA BAY HISTORY CENTER'S (TBHC) ANTICIPATED NUMBER OF EVENT DAYS AND PEOPLE SERVED. EARLY ON IN THE PANDEMIC, TBHC QUICKLY CONVERTED MANY PROGRAMS AND OPPORTUNITIES TO AN ONLINE, DIGITAL AND VIRTUAL FORMAT WITH A NEW PROGRAM TITLED "MUSEUM AT HOME." MUSEUM AT HOME PROVIDES CURRICULUM FOR TEACHERS, HOMESCHOOLING ACTIVITIES FOR PARENTS, VIRTUAL CURATOR-LED TOURS, LIVE EDUCATION PROGRAMMING AND OTHER MUSEUM EXPERIENCES FOR THOSE WE SERVE, FROM THE SAFETY OF THEIR HOMES. WHILE SOME OF THESE CONVERTED PROGRAMS REQUIRE A "SIGNING-IN" SUCH AS WITH A ZOOM VERSION, AND ARE THEREFORE QUANTIFIABLE IN TERMS OF ATTENDANCE, MANY OF THE PROGRAMS ARE OFFERED THROUGH "BROADCAST" PLATFORMS SUCH AS FACEBOOK AND YOUTUBE AND POSTED TO TBHC'S WEBSITE, AND ARE THEREFORE MORE DIFFICULT TO ACCURATELY QUANTIFY. HOWEVER, THE COMMUNITY'S RESPONSE HAS SHOWN US THAT THIS DIGITAL PROGRAMMING IS MEETING AN IMPORTANT NEED. BETWEEN FACEBOOK, TWITTER AND INSTAGRAM, TBHC IS REACHING APPROXIMATELY 40,000 "FOLLOWERS" WHO WATCH, LIKE AND COMMENT ON OUR OFFERINGS. SINCE MARCH 2020, THE COMMUNITY'S ENGAGEMENT WITH TBHC'S SOCIAL MEDIA SITES HAS INCREASED BY MORE THAN 107%. IN ADDITION TO BEING OPEN 363 DAYS A YEAR (OTHER THAN DURING THE 2020 PANDEMIC-RELATED CLOSING), AND PRESENTING THREE FLOORS OF PERMANENT AND CHANGING EXHIBITIONS AND ACTIVITIES, HIGHLIGHTS OF TBHC'S ACCOMPLISHMENTS DURING FISCAL YEAR 2020 INCLUDE: FLORIDA CONVERSATIONS LECTURE SERIES: FLORIDA CONVERSATIONS AND THE ANNUAL DUCKWALL LECTURE ARE THE HISTORY CENTER'S INFORMAL LECTURE PROGRAMS LED BY TOP SCHOLARS, WRITERS AND ARTISTS. THESE PRESENTATIONS ARE FREE AND OPEN TO THE PUBLIC AND EXPLORE EVERYTHING FROM HISTORY, ART AND ARCHITECTURE TO POLITICS, ARCHAEOLOGY AND LITERATURE. TBHC HOSTED SIX FLORIDA CONVERSATIONS LECTURES DURING FY20. YOUTH ADVENTURE CAMPS: THESE THEMED CAMPS INCLUDE CREATIVE ACTIVITIES THROUGHOUT THE MUSEUM, STREETCAR FIELD TRIPS, INTERACTIVE EXHIBITS, ARTS AND CRAFTS, GAMES, MUSIC, LITERATURE, SPLASH PARK FUN AND INTERACTION WITH HISTORIANS AND OTHER EXPERTS. CAMPS ARE LED BY EXPERIENCED EDUCATORS DEDICATED TO PROVIDING UNIQUE AND ENGAGING HISTORY LEARNING EXPERIENCES FOR CAMPERS. TBHC OFFERED TWO ONE-WEEK CAMPS DURING FY20, SERVING 23 YOUTH. TEEN COUNCIL: COMPRISED OF LOCAL HIGH SCHOOL STUDENTS AND LED BY HISTORY CENTER EDUCATION STAFF, HIGH SCHOOL STUDENTS ARE TRAINED ON MUSEUM YOUTH EDUCATION PROGRAMS, PROVIDE INPUT TO STAFF FOR THE CREATION OF NEW YOUTH ORIENTED PROGRAMS, AND SERVE AS VOLUNTEERS TO HELP FACILITATE MUSEUM PROGRAMS FOR YOUNGER CHILDREN. DURING THE FY20, 22 TEEN COUNCIL DAYS WERE CONDUCTED, SERVING 46 INDIVIDUALS. SCHOOL STUDENT TOUR PROGRAMS: LED BY TRAINED DOCENTS, SCHOOL STUDENTS AND SCOUTS ARE PROVIDED WITH AGE-SPECIFIC, TARGETED EDUCATIONAL ACTIVITIES THROUGHOUT THE MUSEUM GALLERIES TO ENGAGE THEM IN EXPERIENTIAL AND HANDS-ON LEARNING ABOUT LOCAL AND REGIONAL HISTORY. DURING FY20, 118 STUDENT TOURS WERE CONDUCTED, SERVING 7,724 STUDENTS. SANGRIA AND STORIES PROGRAM: SANGRIA AND STORIES IS A CASUAL, FUN WAY FOR THE PUBLIC TO ENJOY AN AFTER-HOURS-GUIDED TOUR AND HEAR THE HIDDEN STORIES OF THE HISTORY CENTER'S PERMANENT COLLECTION AND TEMPORARY EXHIBITS. SPECIAL GUEST SPEAKERS DISCUSS A SINGLE OBJECT, A TEMPORARY EXHIBIT OR SELECTED PIECES FROM THE PERMANENT GALLERIES. DURING THE GRANT PERIOD, TWO SANGRIA AND STORIES PROGRAMS WERE HELD. SCHOOL OUTREACH/HISTORY-TO-GO-KITS: HISTORY-TO-GO KITS OFFER ENGAGING, PRIMARY SOURCE-BASED ACTIVITIES THAT HELP STUDENTS IMPROVE THEIR HISTORICAL THINKING SKILLS. FILLED WITH CULTURAL ARTIFACTS, HISTORIC PHOTOGRAPHS AND OTHER LEARNING MATERIALS, KITS ARE DEVELOPED BY A TEAM OF EDUCATORS AND DESIGNED TO HELP TEACHERS MEET FLORIDA EDUCATION STANDARDS ACROSS THE CURRICULUM. EACH KIT CONTAINS BACKGROUND INFORMATION, OBJECT DESCRIPTIONS AND LESSON PLANS FOR MULTIPLE GRADE LEVELS AND LEARNING STYLES. DURING FY20, HISTORY TO GO KITS SERVED 762 STUDENTS. AN ADDITIONAL 800 STUDENTS WERE SERVED THROUGH OTHER SCHOOL OUTREACH EVENTS, INCLUDING THE GREAT AMERICAN TEACH IN. SENIOR ADULT CONTINUING EDUCATION CLASSES: IN COOPERATION WITH UNIVERSITY OF SOUTH FLORIDA'S OSHER LIFELONG LEARNING INSTITUTE (OLLI), TBHC OFFERS THREE-SESSION COURSES FOR SENIORS THROUGHOUT THE YEAR. THE COURSES ARE LED BY UNIVERSITY PROFESSORS, SCHOLARS WITH EXPERTISE IN CERTAIN AREAS AND LOCAL RESIDENTS WITH SPECIAL KNOWLEDGE OF THE AREA. DURING FY20, 15 OLLI CLASSES WERE PRESENTED, SERVING 221 SENIORS. HISTORY KREWE COMMUNITY OUTREACH: TBHC'S "HISTORY KREWE" IS A TEAM OF TBHC VOLUNTEER DOCENTS, WHO PROVIDE COMMUNITY OUTREACH BY TRAVELING TO LOCAL EVENTS, FAIRS, TRADE SHOWS AND OTHER SPECIAL EVENTS, TO BRING TBHC HISTORY EDUCATION AND INFORMATION TO THE PUBLIC, BEYOND THE WALLS OF THE MUSEUM. DURING FY20, THE HISTORY KREWE PROVIDED 69 FREE EDUCATIONAL PRESENTATIONS TO THE PUBLIC, REACHING 1,180 INDIVIDUALS. HISTORY WALKING TOURS: HISTORY WALKING TOURS OF HISTORICALLY SIGNIFICANT NEIGHBORHOODS IN TAMPA ARE LED BY HISTORY CENTER TRAINED GUIDES AND OFFER EDUCATION AND INSIGHT TO TAMPA'S MOST HISTORICAL AND STORIED REGIONS. DURING FY20, 24 TOURS WERE PROVIDED. |
| FORM 990, PART VI, SECTION A, LINE 4 | TAMPA BAY HISTORY CENTER'S (TBHC) BYLAWS WERE REVISED AS FOLLOWS: ARTICLE III, SECTION 5, AUTOMATIC TRUSTEES, WAS UPDATED TO INCLUDE THE PRESIDENT OF THE TAMPA BAY HISTORY CENTER FOUNDATION AS AN AUTOMATIC TRUSTEE AND TO INDICATE THAT ANY EMERITUS TRUSTEE MAY SERVE ON ANY OF THE TBHC COMMITTEES. ARTICLE V, COMMITTEES, WAS REVISED TO UPDATE THE COMPOSITION OF EACH OF THE COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS DISCUSSED WITH THE PREPARER. THE 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD AND THEN SENT TO THE FULL BOARD. A DESIGNATED OFFICER SIGNS THE RETURN AFTER CONSIDERING BOARD COMMENTS AND IT IS SUBSEQUENTLY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHAIRMAN OF THE BOARD OF TRUSTEES DISCUSSES THE CONFLICT OF INTEREST POLICY WITH BOARD MEMBERS ANNUALLY AND REQUESTS ANY CONFLICTS BE DISCLOSED AT EACH MEETING. THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE BOARD BOOK PROVIDED TO EACH NEW BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND CEO IS REVIEWED AND DETERMINED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES AND THEN APPROVED BY THE ORGANIZATION'S BOARD OF TRUSTEES. THE ORGANIZATION MAINTAINS AN EMPLOYMENT CONTRACT WHICH STATES THAT THE EXECUTIVE DIRECTOR WILL BE EVALUATED ON AN ANNUAL BASIS. COMPENSATION FOR ALL OTHER EMPLOYEES IS DETERMINED AND APPROVED BY THE CEO. AN EMPLOYEE FILE IS MAINTAINED FOR EACH EMPLOYEE AND THERE IS WRITTEN AUTHORIZATION FOR CHANGES TO SALARY LEVELS THAT ARE SIGNED BY THE PRESIDENT AND CEO OF THE ORGANIZATION. THE BOARD OF TRUSTEES APPROVES THE ANNUAL BUDGET WHICH INCLUDES COMPENSATION INCREASES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990, CODE OF ETHICS (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), STRATEGIC PLAN, DONOR PRIVACY POLICY AND AUDITED FINANCIAL STATEMENTS (COMBINED REPORT) AVAILABLE TO THE PUBLIC ON THE TAMPA BAY HISTORY CENTER'S WEBSITE WWW.TAMPABAYHISTORYCENTER.ORG. GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF INTERORGANIZATION RECEIVABLES UPON MERGER 1,135,933. TRANSFER OF GIFTED FACILITIES UPON MERGER 13,147,729. |
| FORM 990, PART XII, LINES 2B & 2C: | THE ORGANIZATION HAS ESTABLISHED AN INDEPENDENT AUDIT COMMITTEE TO PROVIDE ASSISTANCE TO THE GOVERNING BOARD IN FULFILLING ITS RESPONSIBILITIES TO THE USERS OF THE FINANCIAL STATEMENTS. THIS COMMITTEE IS RESPONSIBLE FOR APPROVING THE SELECTION OF THE FINANCIAL STATEMENT AUDITORS INCLUDING ENSURING THE INDEPENDENCE OF THE AUDITORS AND THE SCOPE OF THEIR WORK. UPON COMPLETION OF THE AUDIT, THE COMMITTEE REVIEWS THE RESULTS OF THE AUDIT AND ANY AUDITOR RECOMMENDATIONS WITH MANAGEMENT AND INDEPENDENTLY WITH THE AUDITORS. THIS PROCESS IS THE SAME AS IN PRIOR YEARS. |
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