Form 990 for tax year 2023
Filed by JOHN FITZGERALD KENNEDY LIBRARY FOUNDATION INCORPORATED.
Totals
- Total revenue
- $9,160,452
- Total expenses
- $8,997,039
- Contributions and grants received
- $7,262,818
- Grants paid
- $69,100
- Program service revenue
- $83,418
- Investment income
- $1,642,583
- Other revenue
- $171,633
- Total assets, end of year
- $58,209,329
- Total liabilities, end of year
- $790,419
- Net assets or fund balances, end of year
- $57,418,910
- Program services expenses (Part IX)
- $5,747,127
- Management and general expenses
- $1,251,786
- Fundraising expenses
- $1,998,126
- Program service expenses (Part III)
- $5,747,127
Program services were 63.9% 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
$1,778,117
-
1e · Government grants (contributions)
$1,177,632
-
1f · All other contributions, gifts and grants
$4,307,069
-
1g · Noncash contributions included above
$1,094,657
-
2a · Program service revenue: WORKSHOP/CONFERENCE
total $40,438 · related or exempt $40,438
-
2b · Program service revenue: FUNCTION REVENUE
total $25,730 · related or exempt $25,730
-
2c · Program service revenue: FILM FOOTAGE LICENSING
total $17,250 · related or exempt $17,250
-
3 · Investment income
total $1,090,968 · excluded $1,090,968
-
5 · Royalties
total $171,633 · excluded $171,633
-
7a · Gross sales of assets other than inventory
securities $6,182,708
-
7b · Less cost or other basis and sales expenses
securities $5,631,093
-
7c · Gain or loss
securities $551,615
-
7d · Net gain or loss
total $551,615 · excluded $551,615
-
8a · Fundraising events: gross income
$233,396
-
8a · Fundraising events: contributions included on line 1c
$1,778,117
-
8b · Fundraising events: direct expenses
$233,396
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $62,540 · program services $62,540
-
3 · Grants to foreign organizations and individuals
total $6,560 · program services $6,560
-
5 · Compensation of officers, directors and key employees
total $1,219,002 · program services $411,154 · management and general $400,422 · fundraising $407,426
-
7 · Other salaries and wages
total $2,055,114 · program services $1,246,041 · management and general $283,213 · fundraising $525,860
-
8 · Pension plan contributions
total $132,223 · program services $80,595 · management and general $14,178 · fundraising $37,450
-
9 · Other employee benefits
total $532,988 · program services $298,017 · management and general $91,758 · fundraising $143,213
-
10 · Payroll taxes
total $225,202 · program services $118,994 · management and general $40,739 · fundraising $65,469
-
11c · Fees: accounting
total $72,920 · management and general $72,920
-
11d · Fees: lobbying
total $24,110 · management and general $110 · fundraising $24,000
-
11e · Fees: professional fundraising services
total $594,342 · fundraising $594,342
-
11f · Fees: investment management
total $100,000 · management and general $100,000
-
11g · Fees: other
total $1,177,087 · program services $1,121,282 · management and general $43,180 · fundraising $12,625
-
12 · Advertising and promotion
total $526,430 · program services $526,130 · management and general $300
-
13 · Office expenses
total $107,925 · program services $39,940 · management and general $35,983 · fundraising $32,002
-
14 · Information technology
total $747,047 · program services $631,384 · management and general $45,703 · fundraising $69,960
-
17 · Travel
total $189,576 · program services $171,693 · management and general $9,656 · fundraising $8,227
-
18 · Travel or entertainment for public officials
total $23,098 · program services $23,098
-
19 · Conferences, conventions and meetings
total $548,210 · program services $469,646 · management and general $24,506 · fundraising $54,058
-
22 · Depreciation, depletion and amortization
total $9,075 · program services $9,075
-
23 · Insurance
total $49,338 · program services $25,550 · management and general $9,691 · fundraising $14,097
-
24a · Other expenses: EARTHSHOT PRIZE CO-OP
total $500,000 · program services $500,000
-
24e · All other expenses
total $94,252 · program services $5,428 · management and general $79,427 · fundraising $9,397
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $743,940 · end of year $1,218,073
-
3 · Pledges and grants receivable
beginning of year $2,483,324 · end of year $2,073,827
-
4 · Accounts receivable
beginning of year $306,157 · end of year $58,703
-
9 · Prepaid expenses and deferred charges
beginning of year $452,642 · end of year $364,760
-
10a · Land, buildings and equipment: cost or other basis
$1,007,519
-
10b · Land, buildings and equipment: accumulated depreciation
$1,007,519
-
10c · Land, buildings and equipment, net
beginning of year $9,075 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $36,115,880 · end of year $39,741,238
-
12 · Investments: other securities
beginning of year $10,845,518 · end of year $12,567,288
-
15 · Other assets
beginning of year $2,076,497 · end of year $2,185,440
-
17 · Accounts payable and accrued expenses
beginning of year $2,344,494 · end of year $789,561
-
25 · Other liabilities
beginning of year $3,889 · end of year $858
-
27 · Net assets without donor restrictions
beginning of year $39,567,982 · end of year $43,981,168
-
28 · Net assets with donor restrictions
beginning of year $11,116,668 · end of year $13,437,742
Mission and programs · 2023
Mission
SEE SCHEDULE O.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $1,770,262 · Grants $41,440 · Revenue $40,438
-
ARCHIVES, DIGITAL ARCHIVES(SEE MORE DETAIL IN SCHEDULE O)THE MIGRATION OF THE MASSIVE DIGITAL ARCHIVES COLLECTION TO A NEW DIGITAL ASSET MANAGEMENT SYSTEM WAS COMPLETED IN OCTOBER 2023. THE JFK LIBRARY LAUNCHED IT DIGITAL ARCHIVES PROGRAM IN 2011, BUT IN RECENT YEARS ITS TECHNOLOGY REACHED THE END OF ITS LIFE, REQUIRING STAFF AND CONSULTANTS TO UNDERTAKE THE EXTRAORDINARILY TIME-CONSUMING AND COMPLICATED WORK OF MIGRATING ALL ITS DIGITAL FILES TO A NEW DIGITAL ASSET MANAGEMENT SYSTEM. THE FIVE-YEAR ENDEAVOR MARKED A CRITICAL MILESTONE FOR THE LIBRARY, LEADING THE WAY TO A STATE OF THE ART SYSTEM ALLOWING ACCESS TO THE COLLECTIONS HELD AT THE LIBRARY. SINCE THE LAUNCH OF THE DIGITAL ARCHIVES, THE JFK LIBRARY HAS DIGITIZED MORE THAN 1,749,000 DOCUMENTS, PHOTOGRAPHS, AND AUDIOVISUAL MATERIALS. THESE MATERIALS FORM THE BASIS FOR OUR SOCIAL MEDIA POSTS, ON-SITE AND ONLINE EDUCATIONAL LESSON PLANS, MICROSITES, AND MORE. IN 2023 PAGES ON THE DIGITAL ARCHIVES RECEIVED 1,033,834 VIEWSMORE THAN 16% HIGHER THAN THE NUMBER OF VIEWS TO DIGITAL ARCHIVES PAGES IN 2022. TOTAL USERS OF THE LIBRARY'S WEBSITE, WWW.JFKLIBARY.ORG, ALSO INCREASED IN 2023, REACHING 5,887,726NEARLY 18% HIGHER THAN THE TOTAL NUMBER OF USERS IN 2022. THE SAVE AMERICA'S TREASURES GRANT EXTENDED INTO A FOURTH YEAR, COMPLETING THE DIGITIZATION OF THE KENNEDY FAMILY COLLECTION SCRAPBOOKS AND ALBUMS, A 52-VOLUME COLLECTION CHRONICLING THREE GENERATIONS OF PRESIDENT KENNEDY'S FAMILY. THE SCOPE OF THE PROJECT WAS EXTENDED IN 2023 TO INCLUDE APPROXIMATELY 4,100 LOOSE PHOTOGRAPHIC PRINTS WITHIN THE KENNEDY FAMILY COLLECTION. ALL 52 SCRAPBOOKS AND ALBUMS FROM THIS HISTORIC COLLECTION HAVE BEEN CONSERVED, IMAGED, AND PUBLISHED TO THE WEBSITE. THE C. DOUGLAS DILLON PAPERS DOCUMENT DILLON'S WORK FOR THE STATE DEPARTMENT UNDER THE EISENHOWER ADMINISTRATION AND THE TREASURY DEPARTMENT UNDER THE KENNEDY AND JOHNSON ADMINISTRATIONS. IN 2023, DIGITIZATION STAFF COMPLETED SCANNING AND METADATA FILES FOR ALL 69 BOXES IN THE COLLECTION AND CONTINUED TO UPLOAD ALL COMPLETED METADATA FILES TO CORTEX.
Expenses $1,518,295 · Grants $27,660 · Revenue $17,250
-
COMMUNICATIONS(SEE MORE DETAIL IN SCHEDULE O)IN 2023 THE COMMUNICATIONS PROGRAM SUPPORTED THE COMMEMORATION OF SEVERAL IMPORTANT 60TH YEAR ANNIVERSARIES RELATED TO PRESIDENT KENNEDY'S LEGACY, INCLUDING HIS SPEECHES ON CIVIL RIGHTS, WORLD PEACE, AND DEMOCRACY, FOR CONTINUED HIGH PROFILE OPPORTUNITIES TO CONNECT PRESIDENT KENNEDY'S IDEALS TO CONTEMPORARY ISSUES.MARKING 60TH ANNIVERSARY OF CIVIL RIGHTS SPEECH ON JUNE 9, THE JFK LIBRARY FOUNDATION HOSTED A CIVIL RIGHTS PROGRAM WITH A KEYNOTE ADDRESS BY FORMER U.S. ATTORNEY GENERAL ERIC HOLDER. A PANEL FOLLOWED WITH MASSACHUSETTS ATTORNEY GENERAL ANDREA JOY CAMPBELL AND RAHSAAN HALL, PRESIDENT AND CEO OF THE URBAN LEAGUE OF EASTERN MASSACHUSETTS, MODERATED BY KIMBERLY ATKINS STOHR OF THE BOSTON GLOBE.IN LATE JUNE, THE JOHN F. KENNEDY LIBRARY FOUNDATION MARKED THE 60TH ANNIVERSARY OF PRESIDENT KENNEDY'S TRIP TO IRELAND AND BERLIN BY BRINGING A 40-PERSON DELEGATION OF BOARD AND BOARD OF ADVISOR MEMBERS, NEW FRONTIER NETWORK MEMBERS, AND SUPPORTERS TO DUBLIN FOR A DYNAMIC SERIES OF EVENTS. MASSACHUSETTS GOVERNOR MAURA HEALEY, U.S. AMBASSADOR TO IRELAND CLAIRE CRONIN, US AMBASSADOR TO GERMANY AMY GUTMANN, ACTRESS ASHLEY JUDD, ARTIST SHEPARD FAIREY, AND IRISH ENTREPRENEUR PATRICK COLLISON, CO-FOUNDER AND CEO OF STRIPE, WERE AMONG THE MANY IMPRESSIVE PARTICIPANTS IN OUR EVENTS IN IRELAND AND BERLIN.ADDITIONAL HIGH-PROFILE EVENTS AND SPEAKERS CONNECTED PRESIDENT KENNEDY'S LEGACY TO IMPORTANT CONTEMPORARY ISSUES INCLUDED THE IRISH TNAISTE MICHEL MARTIN CAME TO THE LIBRARY TO DISCUSS US-IRELAND RELATIONS. ALSO, SECOND GENTLEMAN DOUGLAS EMHOFF PROVIDED OPENING REMARKS AND ACTRESS SOPHIA BUSH MODERATED OUR FORUM STRENGTHENING CIVIC INFRASTRUCTURE AND COMBATING HATE: THE ROLE OF ARTS, CULTURE, AND FAITH.THE FOUNDATION ALSO PRODUCED A SPECIAL PODCAST SERIES, "LET US BEGIN," WITH AN EMPHASIS ON THE SIGNIFICANCE OF PRESIDENT KENNEDY'S TRIPS TO IRELAND AND BERLIN, THE NATIONALLY BROADCAST SPEECH ON CIVIL RIGHTS, PEACE AND THE NUCLEAR TEST BAN TREATY, AND THE LEGACY OF PRESIDENT KENNEDY'S ADMINISTRATION AFTER NOVEMBER 22.IN REGARDS TO SOCIAL MEDIA OUTREACH, THE FOUNDATION TRIPLED THE NUMBER OF FOLLOWERS ON TIK TOK IN ONE YEAR AND CONTINUED TO GROW THE LIBRARY'S SOCIAL MEDIA PRESENCE. THE FOUNDATION HAS A LARGE DIGITAL "FOOTPRINT," GENERATING MORE THAN 34 MILLION IMPRESSIONS IN 2023.THE FOUNDATION SUPPORTED THE MARKETING AND OUTREACH FOR THE LIBRARY'S SPECIAL EXHIBIT, SERVICE AND SACRIFICE: WWIIA SHARED EXPERIENCE. THE CAMPAIGN INCLUDED A STRATEGIC MEDIA BUY PLAN WITH A MIX OF DIGITAL, PRINT, AND LOCAL TELEVISION ADS. JOHN F. KENNEDY DESCRIBED HIS NAVAL EXPERIENCE IN WORLD WAR II AS A LIFE-DEFINING EVENT FOR HIMSELF HIS GENERATION. THOUGH THOUGHT OF TODAY AS THE LAST "GOOD WAR" IN WHICH A UNITED CITIZENRY WHOLEHEARTEDLY ACCEPTED THE NEED TO DEFEAT THE AXIS POWERS, THE INDIVIDUAL STORIES OF THOSE WHO SERVED SHOW THAT THEIR MOTIVATIONS WERE OFTEN MORE COMPLEX AND THEIR EXPERIENCES DIFFERED ACCORDING TO RACE, ETHNICITY AND GENDER. THIS SPECIAL EXHIBIT, WHICH OPENED JULY 3, 2023, INCLUDES OVER 200 PHOTOGRAPHS, POSTERS, AND FACSIMILES OF HISTORIC DOCUMENTS, EIGHT AV STATIONS, AND FOUR INTERACTIVE STATIONS HIGHLIGHTING THE EXPERIENCES OF AFRICAN AMERICANS, JAPANESE AMERICANS, WOMEN, NATIVE AMERICANS, AND MEXICAN AMERICANS IN WORLD WAR II.
Expenses $1,488,260
-
SUPPORTEARTHSHOT LEGACY PARTNERSTHE FOUNDATION SUCCESSFULLY EXTENDED ITS PROGRAMMATIC PARTNERSHIP WITH PRINCE WILLIAM'S EARTHSHOT PRIZE AFTER SERVING AS THE HOST PARTNER FOR THE "EARTHSHOT PRIZEBOSTON 2022" AWARDS CEREMONY. THIS ARRANGEMENT ALLOWS THE JFK LIBRARY FOUNDATION TO CONTINUE TO GROW IN STATURE AS A CONVENER AROUND THE CRITICAL ISSUES RELATING TO BUILDING A SUSTAINABLE WORLD. FUNDS RAISED THROUGH THIS INITIATIVE ARE ALLOWING THE FOUNDATION TO WORK WITH THE EARTHSHOT PRIZE TO DEVELOP A BOSTON-BASED CLIMATE AWARD PROGRAM WITH GRANTS GIVEN FOR THE MOST INNOVATIVE SOLUTIONS. THIS INITIATIVE WILL HELP CREATE DYNAMIC PUBLIC PROGRAMS AROUND THE IDEALS OF PRESIDENT KENNEDY'S MOONSHOT SPEECH.
Expenses $970,310 · Revenue $25,730
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
B Marc AllenB MARC ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vlad Y BarbalatVLAD Y BARBALAT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Allan BoomerALLAN BOOMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
The Honorable James T BrettTHE HONORABLE JAMES T BRETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen E CanterSTEPHEN E CANTER
DIRECTOR (UNTIL 4/26/23)
- Total calculated
- $0
- Hours/week
- 1
-
Christopher J CassidyCHRISTOPHER J CASSIDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ranny F CooperRANNY F COOPER
DIRECTOR (UNTIL 4/26/23)
- Total calculated
- $0
- Hours/week
- 1
-
Tushara DilanieTUSHARA DILANIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard K Donahue JrRICHARD K DONAHUE JR
DIRECTOR (UNTIL 4/26/23)
- Total calculated
- $0
- Hours/week
- 1
-
Pamela EricksonPAMELA ERICKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lepi Jha FishmanLEPI JHA FISHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Yvonne GarciaYVONNE GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David S GassonDAVID S GASSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine HeenanCHRISTINE HEENAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward J HoffEDWARD J HOFF
DIRECTOR (UNTIL 6/28/23)
- Total calculated
- $0
- Hours/week
- 1
-
Patricia A JacobsPATRICIA A JACOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew R KennedyMATTHEW R KENNEDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Katy KnoxKATY KNOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William F LeeWILLIAM F LEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John LeslieJOHN LESLIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joy LiuJOY LIU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen LynchKAREN LYNCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Conan O'BrienCONAN O'BRIEN
DIRECTOR (UNTIL 4/26/23)
- Total calculated
- $0
- Hours/week
- 1
-
Robert E RileyROBERT E RILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas E SamolukTHOMAS E SAMOLUK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Edwin A SchlossbergEDWIN A SCHLOSSBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tatiana SchlossbergTATIANA SCHLOSSBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Phyllis N SegalPHYLLIS N SEGAL
DIRECTOR (UNTIL 4/26/23)
- Total calculated
- $0
- Hours/week
- 1
-
Scott SchusterSCOTT SCHUSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen E Smith JrSTEPHEN E SMITH JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Micho F SpringMICHO F SPRING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael SteedMICHAEL STEED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Marcelo Suarez-OrozcoMARCELO SUAREZ-OROZCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sheel TyleSHEEL TYLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael A TylerMICHAEL A TYLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kaiyuan WangKAIYUAN WANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pamela A WickhamPAMELA A WICKHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ronald L SargentRONALD L SARGENT
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Laurie A LeshinLAURIE A LESHIN
VICE CHAIR (UNTIL 4/26/23)
- Total calculated
- $0
- Hours/week
- 2
-
James F KelleherJAMES F KELLEHER
VICE CHAIR, TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
David C WeinsteinDAVID C WEINSTEIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Rachel FlorRACHEL FLOR
EXECUTIVE DIRECTOR
- Total calculated
- $422,798
- From this org
- $349,098
- From related orgs
- $0
- Other
- $73,700
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $328,744
- Bonus
- $20,000
- Other
- $354
- Deferred
- $26,964
- Nontaxable benefits
- $46,736
- Filer's total
- $422,798
-
Doris R DrummondDORIS R DRUMMOND
CHIEF FINANCIAL OFFICER
- Total calculated
- $360,093
- From this org
- $292,337
- From related orgs
- $0
- Other
- $67,756
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,000
- Bonus
- $15,000
- Other
- $2,337
- Deferred
- $22,400
- Nontaxable benefits
- $45,356
- Filer's total
- $360,093
-
Maura HammerMAURA HAMMER
VP OF DEVELOPMENT
- Total calculated
- $320,105
- From this org
- $265,923
- From related orgs
- $0
- Other
- $54,182
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $249,400
- Bonus
- $15,000
- Other
- $1,523
- Deferred
- $20,400
- Nontaxable benefits
- $33,782
- Filer's total
- $320,105
-
Valerie LinsonVALERIE LINSON
VP, COMMUNICATIONS & EXTERNAL AFFAIRS
- Total calculated
- $229,896
- From this org
- $199,673
- From related orgs
- $0
- Other
- $30,223
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,150
- Bonus
- $15,000
- Other
- $1,523
- Deferred
- $14,800
- Nontaxable benefits
- $15,423
- Filer's total
- $229,896
-
Sarina SadanaSARINA SADANA
DIR. OF DEVELOPMENT EVENTS & OPS.
- Total calculated
- $145,710
- From this org
- $121,854
- From related orgs
- $0
- Other
- $23,856
- Hours/week
- 40
-
Elizabeth MurphyELIZABETH MURPHY
FORUM PRODUCER
- Total calculated
- $132,493
- From this org
- $109,671
- From related orgs
- $0
- Other
- $22,822
- Hours/week
- 40
-
Richard KingRICHARD KING
DIR. OF MARKETING & PARTNERSHIPS
- Total calculated
- $171,167
- From this org
- $117,999
- From related orgs
- $0
- Other
- $53,168
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,058
- Bonus
- $1,500
- Other
- $1,441
- Deferred
- $9,268
- Nontaxable benefits
- $43,900
- Filer's total
- $171,167
-
Hilary JusticeHILARY JUSTICE
HEMINGWAY SCHOLAR IN RESIDENCE
- Total calculated
- $135,509
- From this org
- $101,333
- From related orgs
- $0
- Other
- $34,176
- Hours/week
- 40
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- PERFORMANCE BONUSES WERE MADE TO LISTED INDIVIDUALS AND WERE AWARDED AT THE DISCRETION OF THE COMPENSATION COMMITTEE. THESE BONUSES WERE AWARDED TO REFLECT THE ADDITIONAL DUTIES PERFORMED.
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432139349300533
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