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Nonprofiteer
← ST MARYS FOOD BANK ALLIANCE

Form 990 for tax year 2023

Filed by ST MARYS FOOD BANK ALLIANCE.

Totals

Total revenue
$248,697,999
Total expenses
$272,419,943
Contributions and grants received
$249,225,089
Grants paid
$217,504,409
Program service revenue
$1,552,782
Investment income
-$2,633,518
Other revenue
$553,646
Total assets, end of year
$75,400,238
Total liabilities, end of year
$37,863,085
Net assets or fund balances, end of year
$37,537,153
Program services expenses (Part IX)
$258,924,647
Management and general expenses
$4,496,519
Fundraising expenses
$8,998,777
Program service expenses (Part III)
$258,924,647

Program services were 95.0% 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.

  • 1a · Federated campaigns

    $151,095

  • 1d · Related organizations

    $313,432

  • 1e · Government grants (contributions)

    $9,483,902

  • 1f · All other contributions, gifts and grants

    $239,276,660

  • 1g · Noncash contributions included above

    $195,679,976

  • 2a · Program service revenue: SOURCE PROGRAM

    total $1,539,617 · related or exempt $1,539,617

  • 2b · Program service revenue: SKILLS CENTER

    total $13,165 · related or exempt $13,165

  • 3 · Investment income

    total $1,123,977 · excluded $1,123,977

  • 6a · Gross rents

    real property $308,851

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $308,851

  • 6d · Net rental income or loss

    total $308,851 · related or exempt $69,600 · unrelated business $205,405 · excluded $33,846

  • 7a · Gross sales of assets other than inventory

    securities $8,442,999 · other assets $24,684

  • 7b · Less cost or other basis and sales expenses

    securities $8,475,687 · other assets $3,749,491

  • 7c · Gain or loss

    securities -$32,688 · other assets -$3,724,807

  • 7d · Net gain or loss

    total -$3,757,495 · excluded -$3,757,495

  • 8a · Fundraising events: gross income

    $111,900

  • 8b · Fundraising events: direct expenses

    $10,200

  • 8c · Net income from fundraising events

    total $101,700 · excluded $101,700

  • 11a · Other revenue: OTHER

    total $123,146 · excluded $123,146

  • 11b · Other revenue: RECYCLING

    total $19,949 · excluded $19,949

  • 11e · Other revenue, total

    $143,095

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $166,808,569 · program services $166,808,569

  • 2 · Grants to domestic individuals

    total $50,695,840 · program services $50,695,840

  • 5 · Compensation of officers, directors and key employees

    total $1,048,427 · program services $808,964 · management and general $140,145 · fundraising $99,318

  • 7 · Other salaries and wages

    total $15,184,666 · program services $11,716,455 · management and general $2,029,764 · fundraising $1,438,447

  • 8 · Pension plan contributions

    total $483,983 · program services $373,440 · management and general $64,695 · fundraising $45,848

  • 9 · Other employee benefits

    total $2,238,447 · program services $1,727,181 · management and general $299,217 · fundraising $212,049

  • 10 · Payroll taxes

    total $1,084,708 · program services $836,958 · management and general $144,995 · fundraising $102,755

  • 11b · Fees: legal

    total $2,030 · management and general $2,030

  • 11c · Fees: accounting

    total $96,105 · management and general $96,105

  • 11e · Fees: professional fundraising services

    total $2,329,724 · fundraising $2,329,724

  • 11f · Fees: investment management

    total $15,256 · management and general $15,256

  • 11g · Fees: other

    total $1,732,137 · program services $920,129 · management and general $347,294 · fundraising $464,714

  • 12 · Advertising and promotion

    total $144,046 · fundraising $144,046

  • 13 · Office expenses

    total $1,221,827 · program services $87,377 · management and general $28,120 · fundraising $1,106,330

  • 14 · Information technology

    total $770,971 · program services $187,026 · management and general $411,469 · fundraising $172,476

  • 16 · Occupancy

    total $2,433,973 · program services $2,430,413 · management and general $2,487 · fundraising $1,073

  • 17 · Travel

    total $1,755,278 · program services $1,663,525 · management and general $52,197 · fundraising $39,556

  • 19 · Conferences, conventions and meetings

    total $144,049 · program services $92,929 · management and general $40,249 · fundraising $10,871

  • 20 · Interest

    total $349,547 · management and general $349,547

  • 22 · Depreciation, depletion and amortization

    total $2,922,905 · program services $2,890,377 · management and general $32,528

  • 23 · Insurance

    total $656,620 · program services $421,767 · management and general $222,992 · fundraising $11,861

  • 24a · Other expenses: FOOD PURCHASES

    total $11,891,382 · program services $11,891,382

  • 24b · Other expenses: COMMUNITY OUTREACH

    total $2,397,358 · fundraising $2,397,358

  • 24c · Other expenses: PACKAGING PRODUCTS

    total $1,440,105 · program services $1,418,641 · fundraising $21,464

  • 24d · Other expenses: RENTAL/LEASE

    total $690,560 · program services $664,713 · management and general $25,010 · fundraising $837

  • 24e · All other expenses

    total $3,881,430 · program services $3,288,961 · management and general $192,419 · fundraising $400,050

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,416,424 · end of year $4,371,537

  • 2 · Savings and temporary cash investments

    beginning of year $590,357 · end of year $11,106,983

  • 3 · Pledges and grants receivable

    beginning of year $324,000 · end of year $138,000

  • 4 · Accounts receivable

    beginning of year $1,302,835 · end of year $1,214,757

  • 8 · Inventories for sale or use

    beginning of year $7,658,899 · end of year $9,630,458

  • 9 · Prepaid expenses and deferred charges

    beginning of year $373,606 · end of year $720,920

  • 10a · Land, buildings and equipment: cost or other basis

    $53,097,616

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,445,914

  • 10c · Land, buildings and equipment, net

    beginning of year $31,557,825 · end of year $30,651,702

  • 11 · Investments: publicly traded securities

    beginning of year $15,484,178 · end of year $16,324,303

  • 15 · Other assets

    beginning of year $1,210,002 · end of year $1,241,578

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,012,143 · end of year $3,654,346

  • 23 · Secured mortgages and notes payable

    beginning of year $117,135 · end of year $33,623,845

  • 25 · Other liabilities

    beginning of year $663,255 · end of year $584,894

  • 27 · Net assets without donor restrictions

    beginning of year $58,808,059 · end of year $35,593,565

  • 28 · Net assets with donor restrictions

    beginning of year $2,317,534 · end of year $1,943,588

Mission and programs · 2023

Mission

BRIDGING THE GAP FOR ARIZONA COMMUNITIES WITH NOURISHMENT FOR TODAY AND HOPE FOR TOMORROW.

  • EMERGENCY FOOD BOXES: ST. MARY'S FOOD BANK OFFERS FREE FOOD ASSISTANCE THROUGH ITS EMERGENCY FOOD BOX (EFB) PROGRAM, PROVIDING FREE SUPPORT TO OUR ARIZONA NEIGHBORS FACING TEMPORARY OR ONGOING FOOD INSECURITY. THIS PROGRAM IS DESIGNED TO ASSIST THOSE DEALING WITH SUDDEN FINANCIAL CHALLENGES, SUCH AS NATURAL DISASTERS, UNEMPLOYMENT, OR UNEXPECTED EXPENSES, AS WELL AS THOSE IMPACTED BY INFLATION AND THE RISING COSTS OF ESSENTIALS LIKE GAS, FOOD, HEALTHCARE, AND HOUSING. THE PROGRAM SERVES LOW-INCOME FAMILIES, INCLUDING HOUSEHOLDS WITH CHILDREN AND SENIORS. THESE BOXES ARE PROVIDED AT ST. MARY'S TWO NEIGHBORHOOD FOOD CENTERS IN PHOENIX AND SURPRISE. WITH THE HELP OF MORE THAN 180 AFFILIATED PARTNER ORGANIZATIONS, EFBS ARE DISTRIBUTED TO FOOD-INSECURE NEIGHBORS ACROSS VARIOUS ARIZONA COMMUNITIES. EACH EFB CONTAINS AT LEAST A THREE-DAY SUPPLY OF NUTRITIOUS FOOD, OFFERING CRITICAL SUPPORT AS RECIPIENTS WORK TOWARD STABILITY. OVER THE PAST YEAR, ST. MARY'S DISTRIBUTED 832,000 EFBS ALONG WITH AN ADDITIONAL 22,000 TRIBAL FOOD BOXES.COMMUNITY DISTRIBUTIONS: ST. MARY'S PARTNERS WITH MORE THAN 700 AFFILIATED PARTNER ORGANIZATIONS ACROSS ARIZONA TO DISTRIBUTE NUTRITIOUS FOODS INCLUDING SHELF STABLE FOOD, FRESH PRODUCE, DAIRY, PROTEIN, CEREAL, PASTA, AND RICE - COMPLETELY FREE OF CHARGE - TO INDIVIDUALS AND FAMILIES FACING HUNGER. THROUGH THESE PARTNERSHIPS, ST. MARY'S BRINGS VITAL RESOURCES DIRECTLY TO NEIGHBORS IN URBAN, RURAL, AND REMOTE COMMUNITIES STATEWIDE. LAST YEAR ALONE, 126 MILLION POUNDS OF FOOD, INCLUDING 47 MILLION POUNDS OF FRESH, NUTRITIOUS PRODUCE AND MORE THAN 20,000 HOLIDAY TURKEYS AND FAMILY MEALS WERE DISTRIBUTED.MOBILE PANTRIES: NOT EVERYONE CAN VISIT A ST. MARY'S FOOD BANK PANTRY TO RECEIVE FOOD ASSISTANCE, SO THE ORGANIZATION HAS EXPANDED ITS OUTREACH TO MEET PEOPLE WHERE THEY ARE. FOR EXAMPLE, ON ONE WEDNESDAY EACH MONTH, A ST. MARY'S FOOD BANK TRUCK SETS UP AT AN ELEMENTARY SCHOOL IN PHOENIX, BRINGING PALLETS OF FRUITS, VEGETABLES, AND BREAD. DOZENS OF NEIGHBORHOOD FAMILIES LINE UP TO RECEIVE THIS VITAL, NUTRITIOUS FOOD. THIS SCENE IS REPLICATED ACROSS ARIZONA THROUGH THE ST. MARY'S MOBILE PANTRY PROGRAM, WHICH CONTINUES TO GROW IN BOTH URBAN AND RURAL AREAS. IN TOTAL, THE PROGRAM DISTRIBUTED OVER 5.2 MILLION POUNDS OF FOOD, DIRECTLY SERVING COMMUNITIES WITH THE GREATEST NEED.SOURCE DISTRIBUTION: THE SOURCE PROGRAM IS A BULK PURCHASING SERVICE PROVIDED BY ST. MARY'S FOR ITS PARTNER NETWORK. BY BUYING FOOD IN TRUCKLOAD QUANTITIES, ST. MARY'S SECURES MANY HIGH DEMAND STAPLES THAT ARE TYPICALLY UNAVAILABLE THROUGH DONATIONS. THESE ITEMS ARE PURCHASED AT WHOLESALE PRICES, ALLOWING THE ORGANIZATION TO PASS THE COST SAVINGS DIRECTLY TO ITS PARTNERS.HOME FOOD DELIVERY: ST. MARY'S PROVIDES VITAL FOOD ACCESS EVERY MONTH TO MORE THAN 6,500 HOMEBOUND NEIGHBORS IN MARICOPA COUNTY AND RURAL AREAS OF THE STATE IN YAVAPAI, COCONINO AND PINAL COUNTIES. THE PROGRAM USES ST. MARY'S AND THIRD-PARTY DRIVERS TO DELIVER FOOD TO LOW-INCOME SENIORS AND OTHERS WHO ARE HOMEBOUND AND UNABLE TO TRAVEL TO FOOD PANTIES, CENTERS WHERE CONGREGATE MEALS ARE SERVED AND/OR SHOP AT A GROCERY STORE THAT MAY BE LOCATED MILES AWAY FROM HOME. THE FOOD HELPS SUSTAIN AND IMPROVE THEIR HEALTH AND FOOD SECURITY.

    Expenses $213,951,278 · Grants $180,373,057 · Revenue $1,609,217

  • PROVIDED FINANCIAL SUPPORT TO SMFB NMTC SUPPORT CORP, A RELATED ARIZONA 501(C)(3) NONPROFIT ENTITY. FUNDS WILL BE USED TO FACILITATE THE NEW MARKETS TAX CREDIT ("NMTC") PROGRAM. THIS PROGRAM WILL GENERATE ADDITIONAL FUNDING FOR THE ORGANIZATION, WHICH WILL BE USED FOR THE RENOVATION AND EXPANSION OF THE ORGANIZATION'S FOOD DISTRIBUTION CAMPUS.

    Expenses $24,724,000 · Grants $24,724,000

  • SENIOR NUTRITION: THE COMMODITY SUPPLEMENTAL FOOD PROGRAM (CSFP) IS A FEDERALLY FUNDED INITIATIVE AIMED AT IMPROVING THE HEALTH OF LOW-INCOME SENIORS 60 YEARS OF AGE AND OLDER BY PROVIDING NUTRITIOUS USDA COMMODITY FOODS TO SUPPLEMENT THEIR DIETS. DURING THE FISCAL YEAR, ST. MARY'S DISTRIBUTED 210,000 SENIOR FOOD BOXES THROUGH MORE THAN 100 PARTNER ORGANIZATIONS.

    Expenses $13,543,705 · Grants $12,394,092

  • CHILD NUTRITION: BECAUSE NO CHILD SHOULD GO TO BED HUNGRY, THE FEDERAL KIDS CAFE PROGRAM IS DEDICATED TO COMBATING CHILDHOOD HUNGER IN ARIZONA. THROUGH THIS INITIATIVE, ST. MARY'S PROVIDED 867,000 MEALS TO FOOD-INSECURE CHILDREN AND YOUTH AT 343 KIDS CAFE SITES, INCLUDING AFTER-SCHOOL AND SUMMER MEAL LOCATIONS THAT OFFER SAFE, ACCESSIBLE, AND SUPPORTIVE ENVIRONMENTS. MANY OF THESE SITES ARE PART OF BROADER PROGRAMS FEATURING TUTORING, HOMEWORK HELP, AND ATHLETIC ACTIVITIES. KIDS CAFE PARTNERS, SUCH AS CHURCHES, SCHOOLS, COMMUNITY CENTERS, AND MUNICIPAL PARKS AND RECREATION DEPARTMENTS, ENSURE CHILDREN NOT ONLY RECEIVE A NUTRITIOUS LATE-AFTERNOON MEAL BUT ALSO BENEFIT FROM A HOLISTIC APPROACH TO THEIR WELL-BEING. THIS MEAL IS ESPECIALLY VITAL FOR CHILDREN WHO MAY NOT HAVE DINNER WAITING FOR THEM AT HOME.BACKPACK PROGRAM: THE ST. MARY'S BACKPACK PROGRAM SUPPORTS "CHRONICALLY HUNGRY" CHILDREN IN ARIZONA BY PROVIDING THEM AND THEIR FAMILIES WITH NON-PERISHABLE FOOD, INCLUDING MEALS CHILDREN CAN TAKE HOME FOR WEEKENDS WHEN SCHOOL MEALS ARE UNAVAILABLE. DURING THE FISCAL YEAR, ST. MARY'S DISTRIBUTED 117,000 BACKPACKS THROUGH THIS INITIATIVE.

    Expenses $5,231,224 · Grants $13,260

  • SKILLS CENTER: THE ST. MARY'S SKILLS CENTER HOUSES TWO WORKFORCE DEVELOPMENT PROGRAMS, COMMUNITY KITCHEN AND LIFT. BOTH PROGRAMS ARE DESIGNED TO HELP INDIVIDUALS FACING POVERTY, HOMELESSNESS, AND EMPLOYMENT BARRIERS, OFTEN DUE TO INCARCERATION, BY COMBINING HANDS ON EQUIPMENT TRAINING AND LIFE SKILLS DEVELOPMENT TO PREPARE STUDENTS FOR A NEW CAREER AND A FRESH START. FOR MORE THAN TWENTY YEARS, THE COMMUNITY KITCHEN PROGRAM HAS PREPARED STUDENTS WITH THE SKILLS NECESSARY TO PURSUE CAREERS IN THE FOOD SERVICE INDUSTRY. OVER THE PAST DECADE, COMMUNITY KITCHEN STUDENTS HAVE SUPPORTED THE KIDS CAFE PROGRAM BY PREPARING THOUSANDS OF MEALS EACH WEEK FOR CHILDREN ACROSS THE VALLEY. THE GREATLY REDUCED AVAILABILITY OF RESTAURANT JOBS DURING THE PANDEMIC PROMPTED ST. MARY'S TO EXPLORE OTHER INDUSTRIES IN NEED OF WORKERS. WITH TWO LARGE WAREHOUSES AND EXTENSIVE EXPERIENCE MANAGING AND DISTRIBUTING MILLIONS OF POUNDS OF FOOD ANNUALLY, ST. MARY'S RECOGNIZED AN OPPORTUNITY TO EXPAND ITS TRAINING EFFORTS AND CREATED THE LIFT PROGRAM, DESIGNED TO HELP INDIVIDUALS SECURE WAREHOUSE JOBS. THE GOAL OF THE SKILLS CENTER IS TO HELP STUDENTS SECURE JOBS THAT OFFER LIVABLE WAGES, BENEFITS, AND OPPORTUNITIES FOR ADVANCEMENT. OVER THE PAST TWO DECADES, THOUSANDS OF LIVES HAVE BEEN TRANSFORMED AS STUDENTS LEARN TO "GET A JOB, KEEP A JOB, AND BECOME A BETTER YOU." DURING THE PAST YEAR, THESE PROGRAMS SUCCESSFULLY GRADUATED 212 STUDENTS.

    Expenses $1,474,440 · Revenue $13,165

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

Listed in Part VII

  • Tom Kertis

    PRESIDENT & CEO (THRU SEPT 2023)

    Total calculated
    $361,709
    From this org
    $334,841
    From related orgs
    $0
    Other
    $26,868
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $301,862
    Bonus
    $0
    Other
    $32,979
    Deferred
    $12,375
    Nontaxable benefits
    $14,493
    Filer's total
    $361,709

  • Milton Liu

    PRESIDENT & CEO (STARTED JUNE 2023)

    Total calculated
    $272,645
    From this org
    $250,044
    From related orgs
    $0
    Other
    $22,601
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $211,545
    Bonus
    $0
    Other
    $38,499
    Deferred
    $0
    Nontaxable benefits
    $22,601
    Filer's total
    $272,645

  • Douglas Currault

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Joanna Zucker

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Joe Clancy

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mike Donahey

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jackie Askin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Will Feliz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rona Guymon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daryl Melvin

    DIRECTOR (THRU DEC 2023)

    Total calculated
    $0
    Hours/week
    1

  • Graeme Parkes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Phelps

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Roussel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Ruggiero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amiel Sawdaye

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Sibigtroth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monica Villalobos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Worzella

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Stuckey

    CFO (THRU FEB 2024)

    Total calculated
    $216,736
    From this org
    $196,769
    From related orgs
    $0
    Other
    $19,967
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $195,980
    Bonus
    $200
    Other
    $589
    Deferred
    $5,649
    Nontaxable benefits
    $14,318
    Filer's total
    $216,736

  • Lisa Notaro

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $239,940
    From this org
    $220,512
    From related orgs
    $0
    Other
    $19,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,760
    Bonus
    $200
    Other
    $552
    Deferred
    $9,981
    Nontaxable benefits
    $9,447
    Filer's total
    $239,940

  • Marcos Gaucin

    CHIEF PROGRAM OFFICER

    Total calculated
    $206,035
    From this org
    $182,107
    From related orgs
    $0
    Other
    $23,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,355
    Bonus
    $200
    Other
    $552
    Deferred
    $8,307
    Nontaxable benefits
    $15,621
    Filer's total
    $206,035

  • Roman Arriola

    CHIEF OPERATING OFFICER

    Total calculated
    $167,667
    From this org
    $148,336
    From related orgs
    $0
    Other
    $19,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,494
    Bonus
    $450
    Other
    $1,392
    Deferred
    $2,675
    Nontaxable benefits
    $16,656
    Filer's total
    $167,667

  • Duane Lawson

    DIR. CAPITAL IMPROVEMENTS

    Total calculated
    $134,170
    From this org
    $128,408
    From related orgs
    $0
    Other
    $5,762
    Hours/week
    24 + 1 related

  • Susan Mack

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $137,667
    From this org
    $123,627
    From related orgs
    $0
    Other
    $14,040
    Hours/week
    40

  • Laura Brill

    SR. DIR. CULINARY & NUTRITION

    Total calculated
    $131,487
    From this org
    $122,710
    From related orgs
    $0
    Other
    $8,777
    Hours/week
    40

  • Tina Lyons

    CONTROLLER

    Total calculated
    $139,692
    From this org
    $115,590
    From related orgs
    $0
    Other
    $24,102
    Hours/week
    40 + 1 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

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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 1A
IN 2023, THE ORGANIZATION REIMBURSED MILTON LIU, PRESIDENT & CEO, FOR RELOCATION AND HOUSING EXPENSES AS PART OF THEIR COMPENSATION PACKAGE. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE COMPENSATION AND ARE INCLUDED IN THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (B) (OTHER REPORTABLE COMPENSATION). THE ORGANIZATION'S POLICY REQUIRES THAT ALL SUCH REIMBURSEMENTS BE REASONABLE, APPROVED BY THE GOVERNING BODY OR COMPENSATION COMMITTEE, AND PROPERLY DOCUMENTED.
PART I, LINE 3
THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS TO REVIEW THE PERFORMANCE OF THE CEO AND DETERMINE APPROPRIATE COMPENSATION COMMENSURATE WITH PERFORMANCE. THE COMMITTEE USES COMPARABILITY DATA FROM TAX EXEMPT ORGANIZATIONS IN THE LOCAL AREA AND THE COMMITTEE'S DECISIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. THE CEO'S REVIEW IS SCHEDULED ANNUALLY IN JULY.
PART I, LINE 7
THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS, SUCH AS HOLIDAY BONUSES AND SERVICE AWARDS, AS APPROVED BY THE CEO.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
29 April 2025
IRS schema version
2023v6.0
Source object
202511339349303806

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

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