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Nonprofiteer
← EAST HOUSE FOUNDATION INC

Form 990 for tax year 2023

Filed by EAST HOUSE FOUNDATION INC.

Totals

Total revenue
$216,668
Total expenses
$169,506
Contributions and grants received
$154,184
Grants paid
$0
Program service revenue
$0
Investment income
$79,458
Other revenue
-$16,974
Total assets, end of year
$3,458,007
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,458,007
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$169,506
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $78,558

  • 1f · All other contributions, gifts and grants

    $75,626

  • 3 · Investment income

    total $79,458 · excluded $79,458

  • 8a · Fundraising events: gross income

    $9,092

  • 8a · Fundraising events: contributions included on line 1c

    $78,558

  • 8b · Fundraising events: direct expenses

    $26,066

  • 8c · Net income from fundraising events

    total -$16,974 · excluded -$16,974

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $86,184 · fundraising $86,184

  • 9 · Other employee benefits

    total $1,234 · fundraising $1,234

  • 11a · Fees: management

    total $29,095 · fundraising $29,095

  • 11f · Fees: investment management

    total $12,396 · fundraising $12,396

  • 11g · Fees: other

    total $5,557 · fundraising $5,557

  • 12 · Advertising and promotion

    total $176 · fundraising $176

  • 13 · Office expenses

    total $1,265 · fundraising $1,265

  • 16 · Occupancy

    total $5,227 · fundraising $5,227

  • 17 · Travel

    total $165 · fundraising $165

  • 19 · Conferences, conventions and meetings

    total $478 · fundraising $478

  • 24a · Other expenses: OTHER FUNDRAISING EVENT

    total $27,312 · fundraising $27,312

  • 24b · Other expenses: MEMBERSHIPS

    total $360 · fundraising $360

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $57 · fundraising $57

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $2,969,092 · end of year $3,418,259

  • 15 · Other assets

    beginning of year $61,151 · end of year $39,748

  • 27 · Net assets without donor restrictions

    beginning of year $3,030,243 · end of year $3,458,007

Mission and programs · 2023

Mission

THE FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO BENEFIT EAST HOUSE CORPORATION AND ITS TAX EXEMPT AFFILIATES. TO THIS END, THE FOUNDATION SHALL SOLICIT, COLLECT, ACCEPT, HOLD, INVEST, REINVEST AND ADMINISTER GIFTS, BEQUESTS, GRANTS, CONTRIBUTIONS, DONATIONS AND PROPERTY OF ANY SORT.

Activities or mission (Part I)

THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO BENEFIT EAST HOUSE CORPORATION AND ITS NOT-FOR-PROFIT, TAX EXEMPT AFFILIATES. TO THIS END, THE CORPORATION SHALL SOLICIT, COLLECT, ACCEPT, HOLD, INVEST, REINVEST AND ADMINISTER GIFTS, BEQUESTS, GRANTS, CONTRIBUTIONS, DONATIONS AND PROPERTY OF ANY SORT, WITHOUT LIMITATION AS TO AMOUNT OR VALUE.

  • PROVIDES FINANCIAL AND INSTITUTIONAL SUPPORT TO EAST HOUSE CORPORATION.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JENNIFER SHOEMAKER

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ANDREW DOLLINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANDREA HOLLAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JANE KNICKERBOCKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • KATHLEEN WHELEHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DANIELLE PIERLEONI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LINDSAY GOZZI-THEOBALD

    PRESIDENT & CEO

    Total calculated
    $207,275
    From this org
    $0
    From related orgs
    $178,539
    Other
    $28,736
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,539 related
    Bonus
    $0 + $20,000 related
    Other
    $0
    Deferred
    $0 + $1,785 related
    Nontaxable benefits
    $0 + $26,951 related
    Filer's total
    $0 + $207,275 related

  • CHAD ROY

    VP FINANCE (THROUGH 11/7/23)

    Total calculated
    $177,602
    From this org
    $0
    From related orgs
    $155,943
    Other
    $21,659
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $131,943 related
    Bonus
    $0 + $24,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,659 related
    Filer's total
    $0 + $177,602 related

  • JOHN BARNES

    CFO (AS OF 10/7/23)

    Total calculated
    $27,087
    From this org
    $0
    From related orgs
    $26,923
    Other
    $164
    Hours/week
    2 + 38 related

  • SCOTT MOQUIN

    CHIEF ETHICS, COMPLIANCE AND QUALITY OFFICER

    Total calculated
    $167,159
    From this org
    $0
    From related orgs
    $162,110
    Other
    $5,049
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,410 related
    Bonus
    $0 + $23,700 related
    Other
    $0
    Deferred
    $0 + $4,882 related
    Nontaxable benefits
    $0 + $167 related
    Filer's total
    $0 + $167,159 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
CEO COMPENSATION IS REVIEWED AND APPROVED AT THE SUPPORT ORGANIZATION BOARD LEVEL. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE CEO, ALONG WITH THE HR COMMITTEE, AND COMPARED TO CURRENT MARKET RATES FOR THE AREA.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423179349305397

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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