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Nonprofiteer
← CHAUTAUQUA INSTITUTION

Form 990 for tax year 2023

Filed by CHAUTAUQUA INSTITUTION.

Totals

Total revenue
$49,343,507
Total expenses
$43,568,379
Contributions and grants received
$21,729,069
Grants paid
$787,312
Program services expenses (Part IX)
$33,547,444
Management and general expenses
$7,485,424
Fundraising expenses
$2,535,511
Program service expenses (Part III)
$33,547,444

Program services were 77.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Michael E Hill

    President

    Total calculated
    $458,960
    From this org
    $406,324
    From related orgs
    $0
    Other
    $52,636
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $393,324
    Bonus
    $0
    Other
    $13,000
    Deferred
    $39,000
    Nontaxable benefits
    $13,636
    Filer's total
    $458,960

  • Deborah S Moore

    Sr Vp & Chief Program Officer

    Total calculated
    $263,187
    From this org
    $225,111
    From related orgs
    $0
    Other
    $38,076
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,111
    Bonus
    $0
    Other
    $12,000
    Deferred
    $22,000
    Nontaxable benefits
    $16,076
    Filer's total
    $263,187

  • Sebastian Baggiano

    Executive Vice President

    Total calculated
    $261,306
    From this org
    $224,670
    From related orgs
    $0
    Other
    $36,636
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $224,670
    Bonus
    $0
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $13,636
    Filer's total
    $261,306

  • Mark Wenzler

    Dir, Chaut Climate Change Init

    Total calculated
    $259,066
    From this org
    $232,483
    From related orgs
    $0
    Other
    $26,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,483
    Bonus
    $0
    Other
    $0
    Deferred
    $10,508
    Nontaxable benefits
    $16,075
    Filer's total
    $259,066

  • Shannon Rozner

    Sr VP, general counsel & secy.

    Total calculated
    $256,253
    From this org
    $225,224
    From related orgs
    $0
    Other
    $31,029
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,224
    Bonus
    $0
    Other
    $12,000
    Deferred
    $24,500
    Nontaxable benefits
    $6,529
    Filer's total
    $256,253

  • Amit Taneja

    Sr VP & chief diversity off.

    Total calculated
    $251,196
    From this org
    $223,010
    From related orgs
    $0
    Other
    $28,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,010
    Bonus
    $0
    Other
    $0
    Deferred
    $14,550
    Nontaxable benefits
    $13,636
    Filer's total
    $251,196

  • George Follansbee Jr

    Sr VP & Chief Advancement off.

    Total calculated
    $249,988
    From this org
    $228,208
    From related orgs
    $0
    Other
    $21,780
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,208
    Bonus
    $0
    Other
    $12,000
    Deferred
    $21,780
    Nontaxable benefits
    $0
    Filer's total
    $249,988

  • Emily Morris

    Sr VP & Chief Brand Officer

    Total calculated
    $239,211
    From this org
    $217,211
    From related orgs
    $0
    Other
    $22,000
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $217,211
    Bonus
    $0
    Other
    $0
    Deferred
    $22,000
    Nontaxable benefits
    $0
    Filer's total
    $239,211

  • Amy Gardner

    VP of Advance. & campaign dir.

    Total calculated
    $214,466
    From this org
    $179,490
    From related orgs
    $0
    Other
    $34,976
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,490
    Bonus
    $0
    Other
    $0
    Deferred
    $18,900
    Nontaxable benefits
    $16,076
    Filer's total
    $214,466

  • John Shedd

    VP of Campus Planning & oper.

    Total calculated
    $193,302
    From this org
    $162,249
    From related orgs
    $0
    Other
    $31,053
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $162,249
    Bonus
    $0
    Other
    $0
    Deferred
    $16,907
    Nontaxable benefits
    $14,146
    Filer's total
    $193,302

  • Jennifer Stitely

    Director of Gift Planning

    Total calculated
    $188,689
    From this org
    $172,439
    From related orgs
    $0
    Other
    $16,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,439
    Bonus
    $0
    Other
    $12,000
    Deferred
    $16,250
    Nontaxable benefits
    $0
    Filer's total
    $188,689

  • Melissa Spas

    VP of Religion

    Total calculated
    $173,758
    From this org
    $159,612
    From related orgs
    $0
    Other
    $14,146
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,612
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,146
    Filer's total
    $173,758

  • Deborah E Moore

    Executive Dir. - Foundation

    Total calculated
    $159,765
    From this org
    $0
    From related orgs
    $145,040
    Other
    $14,725
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,040 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,725 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $159,765 related

  • Rindy Barmore

    Secretary

    Total calculated
    $139,663
    From this org
    $112,913
    From related orgs
    $0
    Other
    $26,750
    Hours/week
    40

  • Amber Blashak

    Sr Dir. of Human Resources

    Total calculated
    $135,419
    From this org
    $117,510
    From related orgs
    $0
    Other
    $17,909
    Hours/week
    40 + 1 related

  • Richard Erickson

    Dir. of Accounting & Finance

    Total calculated
    $134,099
    From this org
    $108,518
    From related orgs
    $0
    Other
    $25,581
    Hours/week
    40 + 1 related

  • Laura Savia

    VP of visual & performing arts

    Total calculated
    $130,086
    From this org
    $130,086
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Rossen Milanov

    Music Director of CSO

    Total calculated
    $124,800
    From this org
    $124,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Deborah Williamson

    Major & Planned Giving Officer

    Total calculated
    $122,740
    From this org
    $110,741
    From related orgs
    $0
    Other
    $11,999
    Hours/week
    40

  • Jordan Steves

    VP OF EDUCATION

    Total calculated
    $111,250
    From this org
    $95,273
    From related orgs
    $0
    Other
    $15,977
    Hours/week
    40

  • Matthew Ewalt

    VP of Education (thru 4/23)

    Total calculated
    $91,325
    From this org
    $78,957
    From related orgs
    $0
    Other
    $12,368
    Hours/week
    40

  • Angela Schuettler

    Chief Financial Officer

    Total calculated
    $35,077
    From this org
    $35,077
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Candace L Maxwell

    chair

    Total calculated
    $0
    Hours/week
    11 + 2 related

  • Marnette Perry

    vice chair

    Total calculated
    $0
    Hours/week
    6

  • J Veronica Biggins

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Laurie Branch

    Trustee

    Total calculated
    $0
    Hours/week
    6

  • Judith S Claire

    trustee (thru 10/23)

    Total calculated
    $0
    Hours/week
    4

  • Rick Evans

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Sara Ponkow Falvo

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Helene G Gayle

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Nancy Gibbs

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Paul Hagman

    trustee

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • Izumi Hara

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Terrance H Horner Jr

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Kyle Keogh

    trustee (thru 10/23)

    Total calculated
    $0
    Hours/week
    6 + 2 related

  • James M Klingensmith

    trustee (thru 10/23)

    Total calculated
    $0
    Hours/week
    4

  • Nancy S Kyler

    trustee

    Total calculated
    $0
    Hours/week
    9

  • Anita Lin

    trustee

    Total calculated
    $0
    Hours/week
    7

  • Sarah Hagen Mcwilliams

    trustee

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • Stephen Messinger

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Michael D Metzger

    trustee

    Total calculated
    $0
    Hours/week
    4

  • William H Neches

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Gwen Adams Norton

    trustee

    Total calculated
    $0
    Hours/week
    6 + 2 related

  • Bob W Obee

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Richard J Osborne

    trustee

    Total calculated
    $0
    Hours/week
    8

  • David Peckinpaugh

    trustee

    Total calculated
    $0
    Hours/week
    6

  • Jill Penrose

    trustee

    Total calculated
    $0
    Hours/week
    4

  • Larry D Thompson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Richard Wade

    trustee (thru 10/23)

    Total calculated
    $0
    Hours/week
    6 + 2 related

  • Stephen J Zenczak

    trustee

    Total calculated
    $0
    Hours/week
    4

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 — 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

  • 1a · Travel for companions
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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

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 1A:
THE ORGANIZATION PROVIDES HOUSING TO MICHAEL E. HILL, PRESIDENT. $13,000 IS AN ESTIMATE OF THE FAIR MARKET VALUE OF THE HOUSING PROVIDED TO THE PRESIDENT FOR PERSONAL USE AND IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). SCHEDULE J, PART II, COLUMN (B)(III) REPORTS THE SUMMER ASSEMBLY SEASON HOUSING ALLOWANCE PAID TO OTHER EMPLOYEES AND TAXABLE TO THEM: * GEORGE FOLLANSBEE JR., SR VP & CHIEF ADVANCEMENT OFFICER - $12,000 * SHANNON ROZNER, SR VP, GENERAL COUNSEL & SECRETARY - $12,000 * DEBORAH S. MOORE, SR VP & CHIEF PROGRAM OFFICER - $12,000 * JENNIFER STITELY, DIRECTOR OF GIFT PLANNING - $12,000 With board approval, Michael E. Hill, President is permitted spousal travel for business trips with a bona fide business purpose. No allowance is allowed for any non-business travel.

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
28 August 2024
IRS schema version
2023v5.1
Source object
202432419349301803

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

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