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Nonprofiteer
← BETHESDA FOUNDATION INC

Form 990 for tax year 2022

Filed by BETHESDA FOUNDATION INC.

Totals

Total revenue
$3,332,917
Total expenses
$25,223,548
Contributions and grants received
$1,667,109
Grants paid
$22,249,644
Program services expenses (Part IX)
$22,256,737
Management and general expenses
$2,506,785
Fundraising expenses
$460,026
Program service expenses (Part III)
$22,256,737

Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CRAIG EISENTROUT MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GRANT HESSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDMUND JONES MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARILYN DUKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN PROUT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW SWALLOW

    PRESIDENT & CEO

    Total calculated
    $427,793
    From this org
    $0
    From related orgs
    $345,298
    Other
    $82,495
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $255,619 related
    Bonus
    $0 + $78,412 related
    Other
    $0 + $11,267 related
    Deferred
    $0 + $49,205 related
    Nontaxable benefits
    $0 + $33,290 related
    Filer's total
    $0 + $427,793 related

  • RACHID ABDALLAH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BILL GRAF

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SPENCER CROPPER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KATHY GRIGG

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN O'KEEFE MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MITCHELL

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • ARTHUR ROBERTS

    TRUSTEE (END 5/23)

    Total calculated
    $0
    Hours/week
    1

  • MARK CLEMENT

    TRUSTEE

    Total calculated
    $2,317,728
    From this org
    $0
    From related orgs
    $2,238,265
    Other
    $79,463
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,519,500 related
    Bonus
    $0 + $527,124 related
    Other
    $0 + $191,641 related
    Deferred
    $0 + $55,675 related
    Nontaxable benefits
    $0 + $23,788 related
    Filer's total
    $0 + $2,317,728 related

  • CHRISTOPHER CALABRO

    TRUSTEE (END 5/23)

    Total calculated
    $0
    Hours/week
    1

  • EDWARD CRANE MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GAURANG GANDHI MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LOREN HIRATZKA MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL SHEHATA MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HECTOR MEDINA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JILL MILLER

    TRUSTEE

    Total calculated
    $454,989
    From this org
    $0
    From related orgs
    $348,643
    Other
    $106,346
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,269 related
    Bonus
    $0 + $84,956 related
    Other
    $0 + $15,418 related
    Deferred
    $0 + $69,801 related
    Nontaxable benefits
    $0 + $36,545 related
    Filer's total
    $0 + $454,989 related

  • MYRTIS POWELL

    TRUSTEE (END 5/23)

    Total calculated
    $0
    Hours/week
    1

  • KIM ROBERTSON

    TRUSTEE (END 5/23)

    Total calculated
    $0
    Hours/week
    1

  • TRACEY STOFA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARIE DREW

    TRUSTEE (START 5/23)

    Total calculated
    $0
    Hours/week
    1

  • MARILYN MAAG

    TRUSTEE (START 7/22 & END 5/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STACEY MEYER

    TRUSTEE (START 5/23)

    Total calculated
    $0
    Hours/week
    1

  • ASHWIN RAMPRASAD

    TRUSTEE (START 7/22)

    Total calculated
    $0
    Hours/week
    1

  • JULIETTA SCHUSTER

    TRUSTEE (START 7/22)

    Total calculated
    $0
    Hours/week
    1

  • LAURA KUMLER

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $192,026
    From this org
    $0
    From related orgs
    $160,209
    Other
    $31,817
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $143,186 related
    Bonus
    $0 + $16,114 related
    Other
    $0 + $909 related
    Deferred
    $0 + $20,192 related
    Nontaxable benefits
    $0 + $11,625 related
    Filer's total
    $0 + $192,026 related

  • MELLISSA GAYER

    SR ANNUAL GIVING OFFICER

    Total calculated
    $160,007
    From this org
    $0
    From related orgs
    $106,316
    Other
    $53,691
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $104,977 related
    Bonus
    $0
    Other
    $0 + $1,339 related
    Deferred
    $0 + $31,295 related
    Nontaxable benefits
    $0 + $22,396 related
    Filer's total
    $0 + $160,007 related

  • BETH SIMS

    SR DEVELOPMENT OFFICER

    Total calculated
    $139,514
    From this org
    $0
    From related orgs
    $100,737
    Other
    $38,777
    Hours/week
    60

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B
ELIGIBLE EXECUTIVES (GENERALLY VICE PRESIDENT AND ABOVE) PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NONE OF THE INDIVIDUALS LISTED IN SCHEDULE J, PART II, RECEIVED A PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WHICH WAS TREATED AS TAXABLE COMPENSATION BY TRIHEALTH, INC.
PART I, LINE 3:
TRIHEALTH, INC., A RELATED ORGANIZATION OF BETHESDA FOUNDATION, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE.
PART I, LINE 4A:
THE REPORTABLE INDIVIDUALS OF BETHESDA FOUNDATION, INC. ARE PAID BY TRIHEALTH, INC., A RELATED ORGANIZATION, RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). TRIHEALTH, INC. HAS A STANDARD EMPLOYEE SEVERANCE PACKAGE. GENERAL SEVERANCE PAY IS BASED ON LENGTH OF SERVICE. IN ADDITION, NOTICE PAY, IF APPLICABLE UNDER TRIHEALTH, INC. POLICY, MAY BE ADDED TO THE SEVERANCE PACKAGE AND THE AMOUNT OF NOTICE PAY WILL BE DETERMINED BY HUMAN RESOURCES IN ACCORDANCE WITH TRIHEALTH, INC. POLICY. PAYMENTS OF SEVERANCE ARE CONDITIONED UPON SIGNING A SEPARATION AND RELEASE AGREEMENT. NO REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM TRIHEALTH, INC. DURING THE 2022 CALENDAR YEAR.

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

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
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202441349349303339

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

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