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Object ID: 202201119349300125 - Rendered 2024-05-05
TIN: 59-6152180
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
THE FLORIDA STATE UNIVERSITY FOUNDATION
INC
Employer identification number
59-6152180
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.....
1b
Yes
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
....
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
No
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
JOHN E THRASHER
TRUSTEE/EX OFFICIO V, FSU PRESIDENT
(i)
(ii)
0
-------------
627,042
0
-------------
500,000
0
-------------
136,601
0
-------------
275,222
0
-------------
35,044
0
-------------
1,573,909
0
-------------
0
2
MICHAEL D HARTLINE
TRUSTEE/EX OFFICIO V, CHAIR, DEANS D
(i)
(ii)
0
-------------
382,352
0
-------------
1,200
0
-------------
25,862
0
-------------
25,507
0
-------------
12,827
0
-------------
447,748
0
-------------
0
3
THOMAS W JENNINGS PARTIAL YR
TRUSTEE/PRESIDENT
(i)
(ii)
0
-------------
235,087
0
-------------
64,473
0
-------------
87,391
0
-------------
20,715
0
-------------
15,417
0
-------------
423,083
0
-------------
0
4
ANDY A JHANJI
INTERIM VP OF ADV & EXEC VP
(i)
(ii)
0
-------------
273,416
0
-------------
1,250
0
-------------
31,000
0
-------------
25,952
0
-------------
22,136
0
-------------
353,754
0
-------------
0
5
PERRY FULKERSON
VP CENTRAL DEVELOPMENT
(i)
(ii)
0
-------------
215,246
0
-------------
1,250
0
-------------
0
0
-------------
18,903
0
-------------
21,714
0
-------------
257,113
0
-------------
0
6
ERIC K CHICKEN
TRUSTEE/EX OFFICIO V, FACULTY SENATE
(i)
(ii)
0
-------------
190,924
0
-------------
1,200
0
-------------
0
0
-------------
16,849
0
-------------
22,538
0
-------------
231,511
0
-------------
0
7
BRANDON MCCRAY
ASSOC. VP CONSTITUENT PROGRAMS
(i)
(ii)
0
-------------
172,457
0
-------------
1,250
0
-------------
0
0
-------------
14,914
0
-------------
18,627
0
-------------
207,248
0
-------------
0
8
HOLLY NEWELL
CFO/ASSISTANT TREASURER
(i)
(ii)
0
-------------
161,306
0
-------------
1,250
0
-------------
0
0
-------------
14,484
0
-------------
26,430
0
-------------
203,470
0
-------------
0
9
MICHELLE MATTOX
ASSOC. VP CENTRAL DEVELOPMENT
(i)
(ii)
0
-------------
164,718
0
-------------
1,250
0
-------------
0
0
-------------
13,809
0
-------------
8,658
0
-------------
188,435
0
-------------
0
10
PAMELA SPENCER
VP ADVANCEMENT SERVICES
(i)
(ii)
0
-------------
147,959
0
-------------
1,250
0
-------------
0
0
-------------
13,016
0
-------------
21,182
0
-------------
183,407
0
-------------
0
11
THOMAS W BLOCK
VP ADV. RELATIONS/ASST SECRETARY
(i)
(ii)
0
-------------
140,868
0
-------------
1,250
0
-------------
0
0
-------------
12,524
0
-------------
25,036
0
-------------
179,678
0
-------------
0
12
NANCY B SMILOWITZ
SR DIRECTOR OF DEVELOPMENT, COLLEGE
(i)
(ii)
0
-------------
148,956
0
-------------
1,250
0
-------------
0
0
-------------
12,987
0
-------------
9,637
0
-------------
172,830
0
-------------
0
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
PART I, LINE 1A
CHARTER AIRLINE TRAVEL IS PROVIDED FOR THE UNIVERSITY PRESIDENT AND OTHER SENIOR UNIVERSITY AND FOUNDATION STAFF TO BE ABLE TO TRAVEL WITH THE PRESIDENT OF THE UNIVERSITY ON ADMINISTRATIVE AND FUNDRAISING ACTIVITIES FOR FSU WHERE COMMERCIAL FLIGHTS ARE NOT AVAILABLE. THIS WAS NONTAXABLE TO THE UNIVERSITY PRESIDENT AS WELL AS OTHER SENIOR UNIVERSITY AND FOUNDATION STAFF. THE FOUNDATION PAYS TRAVEL EXPENSES FOR THE UNIVERSITY PRESIDENT'S SPOUSE WHO HAS A COURTESY APPOINTMENT WITH FSU AND ACTS AS AN OFFICIAL AMBASSADOR OF THE UNIVERSITY. THIS WAS NONTAXABLE TO THE UNIVERSITY PRESIDENT. THE UNIVERSITY'S EMPLOYMENT CONTRACT WITH THE VP FOR UNIVERSITY ADVANCEMENT/FOUNDATION PRESIDENT STIPULATES THAT THE FOUNDATION SHALL PAY THE TRAVEL EXPENSES FOR THE FOUNDATION PRESIDENT'S SPOUSE, WHO SERVES AS AN OFFICIAL AMBASSADOR FOR THE UNIVERSITY, TO ACCOMPANY THE FOUNDATION PRESIDENT ON BUSINESS TRIPS. THIS WAS NONTAXABLE TO THE FOUNDATION PRESIDENT. THE FOUNDATION PAID SOCIAL CLUB DUES, SPECIFICALLY FOR FUNDRAISING PURPOSES, FOR THE FOUNDATION'S PRESIDENT AND EXECUTIVE VICE PRESIDENT. THIS WAS NONTAXABLE TO THE FOUNDATION PRESIDENT AND EXECUTIVE VICE PRESIDENT.
PART I, LINE 3
COMPENSATION FOR THE FOUNDATION PRESIDENT IS REVIEWED AND SET BY THE PRESIDENT OF FLORIDA STATE UNIVERSITY, OR HIS DESIGNEE, IN ACCORDANCE WITH THE UNIVERSITY'S POLICIES. THESE POLICIES REQUIRE THAT COMPARABLE DATA BE USED TO DETERMINE THAT MANAGEMENT IS COMPENSATED FAIRLY AND COMPETITIVELY WHEN COMPARED TO SIMILAR ROLES IN OTHER FOUNDATIONS NATIONALLY.
SCHEDULE J, PART II
EFFECTIVE DECEMBER 14, 2018, ALL EMPLOYEES OF THE FSU FOUNDATION TRANSITIONED TO EMPLOYEES OF FLORIDA STATE UNIVERSITY, A RELATED ORGANIZATION. DURING THE CALENDAR YEAR ENDED 2020, THE FOLLOWING LISTED PERSONS FROM 990 PT. VII WERE EMPLOYEES OF FLORIDA STATE UNIVERSITY, A RELATED ORGANIZATION. EMPLOYEE TITLE HOLLY NEWELL CFO/ASSISTANT TREASURER THOMAS W. JENNINGS FOUNDATION PRESIDENT ERIC K. CHICKEN TRUSTEE/EX OFFICIO V, FACULTY SENATE PRESIDENT THOMAS BLOCK VP ADV. RELATIONS/ASST. SECRETARY MICHAEL D. HARTLINE TRUSTEE/EX OFFICIO V, CHAIR, DEANS DEV. COMM. JOHN E. THRASHER TRUSTEE/EX OFFICIO V, FSU PRESIDENT ANDY A. JHANJI INTERIM VP OF UNIVERSITY ADVANCEMENT AND EXECUTIVE VP PERRY FULKERSON VP CENTRAL DEVELOPMENT BRANDON MCCRAY ASSOC. VP CONSTITUENT PROGRAMS MICHELLE MATTOX ASSOC. VP CENTRAL DEVELOPMENT PAMELA SPENCER VP ADVANCEMENT SERVICES NANCY B. SMILOWITZ SR DIRECTOR OF DEVELOPMENT, COLLEGE OF ARTS AND SCIENCES COMPENSATION FROM FLORIDA STATE UNIVERSITY IS REPORTED ON 990 PT. VII, SECTION A, AND ON SCHEDULE J PT. II. COMPENSATION FROM FLORIDA STATE UNIVERSITY FOR THOMAS W. JENNINGS, JOHN E. THRASHER, ERIK K. CHICKEN, DR. MICHAEL D. HARTLINE, NANCY MCKAY, AND ROBERT E. RICE IS FOR THEIR RESPONSIBILITIES AS EMPLOYEES OF THE UNIVERSITY, A RELATED ORGANIZATION, AND NOT FOR THEIR ROLE AS TRUSTEES OF THE FSU FOUNDATION. THOMAS W. JENNINGS HELD THE TITLE OF VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT AT FLORIDA STATE UNIVERSITY, IN THIS ROLE, HE OVERSAW THE ACTIVITIES OF THREE DIRECT SUPPORT ORGANIZATIONS OF THE UNIVERSITY, INCLUDING THE ACTIVITIES OF THE FSU FOUNDATION. THE OTHER TWO DIRECT SUPPORT ORGANIZATIONS ARE RELATED ORGANIZATIONS OF THE FSU FOUNDATION. HOLLY NEWELL, CPA IS THE CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER FOR THE FOUNDATION. SHE IS ALSO THE TREASURER OF THE FSU REAL ESTATE FOUNDATION. IN THIS ROLE, SHE OVERSEES THE ACCOUNTING OF THE ORGANIZATION, A RELATED ORGANIZATION OF THE FSU FOUNDATION.
Schedule J (Form 990) 2020
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