2025-03-21T12:07:43-05:00 2024-09-30 580662558 HANCOCK ASKEW & CO LLP 100 SOUTH ASHLEY DRIVE SUITE 1550 TAMPA FL 33602 990 2023-10-01 650179159 FLORIDA BUSINESS DEVELOPMENT CORP FLOR 8133480660 1715 N WESTSHORE BLVD SUITE 780 TAMPA FL 33607 WILLIAM R HABERMEYER PRESIDENT, TREASURER 8133480660 2025-03-18 1 1 KRISTEN BRAND P00353751 8132542727 2025-03-12 2023 2025-03-06 01:10:19Z WILLIAM R HABERMEYER 1715 N WESTSHORE BLVD SUITE 780 TAMPA FL 33607 14574508 0 X WWW.FBDC.NET X 1989 FL ASSIST HEALTHY, GROWING SMALL BUSINESSES ACCESS CAPITAL VIA THE SBA 504, COMMUNITY ADVANTAGE, DIRECT LOAN. 13 12 53 0 0 0 0 0 12900580 13979160 297684 291765 175823 303583 13374087 14574508 599000 596540 0 0 8737279 9838789 0 0 0 1898026 2164455 11234305 12599784 2139782 1974724 36221825 38295477 2339037 2437960 33882788 35857517 ASSIST HEALTHY, GROWING SMALL BUSINESSES ACCESS CAPITAL VIA THE SBA 504, COMMUNITY ADVANTAGE AND DIRECT LOAN PROGRAMS. 0 0 11159394 596540 14574508 THE CORPORATION IS APPROVED BY THE SBA AS A SECTION 504 CERTIFIED DEVELOPMENT CORPORATION. FINANCIAL ASSISTANCE AND LONG-TERM FINANCING ARE PROVIDED TO BUSINESSES TO RETAIN AND CREATE JOBS AND BUILD THE LOCAL ECONOMY. THE CORPORATION IS THE SECOND MOST ACTIVE CERTIFIED DEVELOPMENT COMPANY NATIONWIDE FOR THE FISCAL YEAR ENDED SEPTEMBER 2024 AND DURING THE PAST 35 YEARS HAS ORIGINATED OVER 8,875 SMALL BUSINESS LOANS RESULTING IN OVER $14 BILLION IN APPROVED PROJECTS AND CONTRIBUTED TO THE RETENTION AND CREATION OF THOUSANDS OF JOBS. 11159394 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 53 1 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL FL GA X ROBERT ZINKIL 8133480660 1715 N WESTSHORE BLVD SUITE 780 TAMPA FL 33607 MATHEW SCHUH DIRECTOR 1.00 X 9815 0 0 JEFFREY HUNT CHAIRPERSON 1.00 X 11815 0 0 GEORGE HAWKINS DIRECTOR 1.00 X 8369 0 0 DONNA LEWIS DIRECTOR 1.00 X 8185 0 0 MARC WOONTON DIRECTOR 1.00 X 9815 0 0 SEABRON SMITH DIRECTOR 1.00 X 8000 0 0 OMAR OJEDA DIRECTOR 1.00 X 8185 0 0 HARRY ZUKER DIRECTOR 1.00 X 9815 0 0 CHRISTINE BOUTON DIRECTOR 1.00 X 8000 0 0 THOMAS TER BEEK DIRECTOR 1.00 X 8185 0 0 JASON FINAGAN DIRECTOR 1.00 X 8000 0 0 AVRIL STINSON DIRECTOR 1.00 X 9815 0 0 WILLIAM R HABERMEYER PRESIDENT AND TREASURER 40.00 X 550000 0 63149 ROBERT ZINKIL EXECUTIVE VICE PRESIDENT 40.00 X 367717 0 45725 MARK W MAYHEW EXECUTIVE VICE PRESIDENT 40.00 X 357100 0 63526 CORY W STEWART SENIOR VICE PRESIDENT 40.00 X 304152 0 62671 CHARLES B BUTLER SENIOR VICE PRESIDENT 40.00 X 288401 0 51732 ARMANDO J MARTINEZ SENIOR VICE PRESIDENT 40.00 X 242418 0 52831 DANIEL F MARTINEZ VICE PRESIDENT 40.00 X 219447 0 54660 HELEN G BENNETT VICE PRESIDENT 40.00 X 177531 0 39673 ANTHONY DIMAURO VICE PRESIDENT 40.00 X 159620 0 39545 ANKUR N PATEL VICE PRESIDENT 40.00 X 157825 0 30310 RAI L DONELSON VICE PRESIDENT AND SECRETARY 40.00 X 158760 0 37419 MICHAEL J QUANT VICE PRESIDENT 40.00 X 154598 0 44991 CHARLES S WILSON VICE PRESIDENT 40.00 X 152119 0 27495 TAYLOR DOBSON VICE PRESIDENT 40.00 X 131789 0 34870 MICHELLE MATHEWS SEIVOLD VICE PRESIDENT 40.00 X 98020 0 38172 IAN A MASSE ASSISTANT VICE PRESIDENT 40.00 X 96902 0 21440 JEANETTE L BOHIGAS ASSISTANT SECRETARY 40.00 X 111592 0 39491 RENEE MADORMO ASSISTANT SECRETARY 40.00 X 107825 0 31774 CHRISTINE NICHOLS ASSISTANT SECRETARY 40.00 X 95130 0 28476 CYNTHIA LAHERA-YRIBAR ASSISTANT SECRETARY 40.00 X 73671 0 27470 ALEXANDRA CRAWFORD ASSISTANT SECRETARY 40.00 X 43890 0 14457 KATIE BATTAGLIA ASSISTANT SECRETARY 40.00 X 31613 0 7449 DANA M ALBURY KEY EMPLOYEE 40.00 X 244250 0 53811 JOHANN ENRIQUE SCHNELL KEY EMPLOYEE 40.00 X 164623 0 48237 4596992 0 959374 18 0 1 0 0 LOAN PROCESSING/SERVICING 525990 11019080 11019080 INTEREST INCOME 525990 2960080 2960080 13979160 291765 291765 41921 0 41921 41921 41921 OTHER INCOME 525990 163298 163298 CA PREMIUM FEES 525990 65756 65756 LATE FEES 525990 32608 32608 261662 14574508 14574508 0 0 596540 596540 7283787 6409733 874054 1132213 996347 135866 966806 850789 116017 455983 401265 54718 175790 154695 21095 123196 108412 14784 149884 131898 17986 504753 444183 60570 305450 268796 36654 74511 65570 8941 416746 366736 50010 30 26 4 20878 18373 2505 59755 52584 7171 BUSINESS DEVELOPMENT 226904 199676 27228 VEHICLES 43041 37876 5165 CA SERVICING EXPENSES 27618 24304 3314 DUES & MEMBERSHIP 18399 16191 2208 17500 15400 2100 12599784 11159394 1440390 0 3594897 6116201 805571 588520 1541917 1682591 110893 106992 29357 3901 13593352 11974936 3025000 2983000 13555719 14892808 76012 53520 36221825 38295477 1008094 1422725 1330943 1015235 2339037 2437960 X 33882788 35857517 33882788 35857517 36221825 38295477 X 1974724 5 X X 1 X 1 X 1 0 110893 106992 3901 3901 TIME DEPOSITS 2983000 C 2983000 NOTES RECEIVABLE 15068373 C LESS ALLOWANCE FOR CREDIT LOSS -175565 C 14892808 DEFERRED REVENUE 268481 OPERATING LEASE 734163 SECURITY DEPOSIT 12591 1015235 X 14574508 0 14574508 0 14574508 12599784 0 12599784 0 12599784 PART X, LINE 2: FBDC IS A NONPROFIT CORPORATION WHICH IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, GENERALLY WOULD NOT INCUR INCOME TAXES. AS A RESULT, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. FBDC RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE END OF THE YEAR. AT SEPTEMBER 30, 2023 AND 2022, FBDC'S MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. FBDC CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE U.S. FEDERAL JURISDICTION IS THE MAJOR TAX JURISDICTION WHERE FBDC FILES INCOME TAX RETURNS. FBDC IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2019. 0 TAMPA BAY WAVE INC 500 E KENNEDY BOULEVARD SUITE 300 TAMPA FL 33602 274779851 501C3 62500 0 ECONOMIC DEVELOPMENT TAMPA BAY INNOVATION HUB INC 802 E WHITING STREET TAMPA FL 33602 824177489 501C3 62500 0 ECONOMIC DEVELOPMENT GREATER TAMPA CHAMBER OF COMMERCE FOUNDATION INC 201 N FRANKLIN STREET SUITE 201 TAMPA FL 33602 593462329 501C3 62500 0 ECONOMIC DEVELOPMENT THE CENTER FOR TECHNOLOGY ENTERPRISE & DEVELOPMENT INC 401 WEST ATLANTIC AVENUE SUITE 9 TAMPA FL 33444 650362710 501C3 62500 0 ECONOMIC DEVELOPMENT HISPANIC BUSINESS INITIATIVE FUND INC 3201 COLONIAL DRIVE SUITE A20 ORLANDO FL 32803 593341405 501C3 62500 0 ECONOMIC DEVELOPMENT SOARING CITY P INC 12355 UNIVERSITY SQUARE MALL TAMPA FL 33612 871877343 501C3 62500 0 ECONOMIC DEVELOPMENT ROLLINS COLLEGE 1000 HOLT AVE CB 2715 WINTER PARK FL 32789 590624440 501C3 62500 0 ECONOMIC DEVELOPMENT STATE COLLEGE OF FLORIDA FOUNDATION 5840 26TH ST W BRADENTON FL 34207 591843274 501C3 62500 0 ECONOMIC DEVELOPMENT 8 X 1 0 X X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM R HABERMEYER PRESIDENT AND TREASURER 300000 0 250000 0 0 0 36913 0 26236 0 613149 0 0 0 MARK W MAYHEW EXECUTIVE VICE PRESIDENT 250000 0 107100 0 0 0 37290 0 26236 0 420626 0 0 0 ROBERT ZINKIL EXECUTIVE VICE PRESIDENT 225217 0 142500 0 0 0 37022 0 8703 0 413442 0 0 0 CORY W STEWART SENIOR VICE PRESIDENT 191859 0 112293 0 0 0 37342 0 25329 0 366823 0 0 0 CHARLES B BUTLER SENIOR VICE PRESIDENT 149154 0 139247 0 0 0 34672 0 17060 0 340133 0 0 0 DANA M ALBURY KEY EMPLOYEE 170381 0 73869 0 0 0 31710 0 22101 0 298061 0 0 0 ARMANDO J MARTINEZ SENIOR VICE PRESIDENT 167115 0 75303 0 0 0 26595 0 26236 0 295249 0 0 0 DANIEL F MARTINEZ VICE PRESIDENT 170000 0 49447 0 0 0 28424 0 26236 0 274107 0 0 0 HELEN G BENNETT VICE PRESIDENT 153520 0 24011 0 0 0 21384 0 18289 0 217204 0 0 0 JOHANN ENRIQUE SCHNELL KEY EMPLOYEE 126913 0 37710 0 0 0 22001 0 26236 0 212860 0 0 0 MICHAEL J QUANT VICE PRESIDENT 132461 0 22137 0 0 0 18755 0 26236 0 199589 0 0 0 ANTHONY DIMAURO VICE PRESIDENT 100200 0 59420 0 0 0 21256 0 18289 0 199165 0 0 0 RAI L DONELSON VICE PRESIDENT AND SECRETARY 139200 0 19560 0 0 0 19130 0 18289 0 196179 0 0 0 ANKUR N PATEL VICE PRESIDENT 133550 0 24275 0 0 0 21607 0 8703 0 188135 0 0 0 CHARLES S WILSON VICE PRESIDENT 131875 0 20244 0 0 0 18331 0 9164 0 179614 0 0 0 TAYLOR DOBSON VICE PRESIDENT 107715 0 24074 0 0 0 16581 0 18289 0 166659 0 0 0 JEANETTE L BOHIGAS ASSISTANT SECRETARY 92942 0 18650 0 0 0 13255 0 26236 0 151083 0 0 0 PART I, LINE 1A THE BOARD OF DIRECTORS APPROVED OF A CORPORATE MEMBERSHIP AT THE UNIVERSITY CLUB OF TAMPA FOR BUSINESS DEVELOPMENT PURPOSES. THIS COVERED THE ONE-TIME INITIATION FEE AND MONTHLY DUES PAID VIA CORPORATE CREDIT CARD. EMPLOYEES ARE PERSONALLY RESPONSIBLE FOR ANY SUBSEQUENT CHARGES INCURRED WHILE AT THE CLUB. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE CLASS OF MEMBERS CONSISTING OF INDIVIDUALS WHO SERVE ON ANY LOAN COMMITTEE OF THE CORPORATION. MEMBERS HAVE NO VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY ELECTS BY VOTE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT REVIEWS THE FORM 990 ALONG WITH THE FINANCE COMMITTEE. THE COMMITTEE RECOMMENDS APPROVAL TO THE BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS RECEIVE A COPY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES MUST AVOID ANY RELATIONSHIP OR ACTIVITY THAT MIGHT IMPAIR, OR EVEN APPEAR TO IMPAIR, THEIR ABILITY TO MAKE OBJECTIVE AND FAIR DECISIONS WHEN PERFORMING THEIR JOBS. AT TIMES, AN EMPLOYEE MAY BE FACED WITH SITUATIONS IN WHICH BUSINESS ACTIONS TAKEN ON BEHALF OF FBDC MAY CONFLICT WITH THE EMPLOYEE'S OWN PERSONAL INTERESTS. COMPANY PROPERTY, INFORMATION OR BUSINESS OPPORTUNITIES MAY NOT BE USED FOR PERSONAL GAIN. EMPLOYEES WITH A CONFLICT-OF-INTEREST QUESTION ARE REQUIRED TO SEEK MANAGEMENT ADVICE PRIOR TO ENGAGING IN ANY ACTIVITY, TRANSACTION OR RELATIONSHIP THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ENTITY USES A COMBINATION OF FEEDBACK FROM MANAGERS ALONG WITH A KORN FERRY REPORT DEVELOPED EVERY 3 YEARS TO IDENTIFY WHERE OUR LEADERSHIP AND TEAM ARE RELATIVE TO INDUSTRY PEERS. THE MOST RECENT REPORT WAS ON ISSUED ON 2/27/2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED TO ALL SBA REGULATORS AND TO THE PUBLIC, UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 5. LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.