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Nonprofiteer
← E4E RELIEF LLC

Form 990 for tax year 2023

Filed by E4E RELIEF LLC.

Totals

Total revenue
$50,718,175
Total expenses
$57,973,149
Contributions and grants received
$36,993,269
Grants paid
$28,872,274
Program service revenue
$10,758,178
Investment income
$2,966,728
Other revenue
$0
Total assets, end of year
$88,378,610
Total liabilities, end of year
$5,687,026
Net assets or fund balances, end of year
$82,691,584
Program services expenses (Part IX)
$50,166,446
Management and general expenses
$5,505,677
Fundraising expenses
$2,301,026
Program service expenses (Part III)
$50,166,446

Program services were 86.5% 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.

  • 1d · Related organizations

    $53,431

  • 1f · All other contributions, gifts and grants

    $36,939,838

  • 1g · Noncash contributions included above

    $39,980

  • 2a · Program service revenue: PROGRAM ADMIN FEES

    total $10,758,178 · related or exempt $10,758,178

  • 3 · Investment income

    total $1,980,201 · excluded $1,980,201

  • 7a · Gross sales of assets other than inventory

    securities $86,031,770

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

    securities $85,045,243

  • 7c · Gain or loss

    securities $986,527

  • 7d · Net gain or loss

    total $986,527 · excluded $986,527

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,126,669 · program services $2,126,669

  • 2 · Grants to domestic individuals

    total $23,096,084 · program services $23,096,084

  • 3 · Grants to foreign organizations and individuals

    total $3,649,521 · program services $3,649,521

  • 7 · Other salaries and wages

    total $7,944,553 · program services $4,751,214 · management and general $1,892,127 · fundraising $1,301,212

  • 8 · Pension plan contributions

    total $569,895 · program services $249,504 · management and general $240,779 · fundraising $79,612

  • 9 · Other employee benefits

    total $1,232,103 · program services $583,713 · management and general $557,295 · fundraising $91,095

  • 10 · Payroll taxes

    total $536,033 · program services $345,180 · management and general $98,457 · fundraising $92,396

  • 11b · Fees: legal

    total $317,722 · program services $252,140 · management and general $65,582

  • 11c · Fees: accounting

    total $169,521 · program services $124,942 · management and general $44,579

  • 11f · Fees: investment management

    total $173,525 · program services $87,945 · management and general $85,580

  • 11g · Fees: other

    total $14,254,000 · program services $12,962,053 · management and general $987,128 · fundraising $304,819

  • 12 · Advertising and promotion

    total $363,897 · program services $550 · management and general $6,758 · fundraising $356,589

  • 13 · Office expenses

    total $28,002 · program services $2,810 · management and general $21,425 · fundraising $3,767

  • 14 · Information technology

    total $1,276,304 · program services $1,274,478 · management and general $1,046 · fundraising $780

  • 16 · Occupancy

    total $373,562 · management and general $373,562

  • 17 · Travel

    total $104,035 · program services $22,351 · management and general $16,532 · fundraising $65,152

  • 19 · Conferences, conventions and meetings

    total $67,758 · program services $10,024 · management and general $52,130 · fundraising $5,604

  • 22 · Depreciation, depletion and amortization

    total $849,979 · management and general $849,979

  • 23 · Insurance

    total $212,325 · management and general $212,325

  • 24a · Other expenses: THIRD PARTY CALL CENTER

    total $418,368 · program services $418,368

  • 24b · Other expenses: PHONE SERVICES

    total $148,493 · program services $148,493

  • 24c · Other expenses: TRANSLATORS

    total $44,132 · program services $44,132

  • 24d · Other expenses: SERVICE CREDITS

    total $16,275 · program services $16,275

  • 24e · All other expenses

    total $393 · management and general $393

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,936,690 · end of year $3,083,191

  • 4 · Accounts receivable

    beginning of year $118,020 · end of year $25,677

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

    $5,136,820

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

    $849,979

  • 10c · Land, buildings and equipment, net

    beginning of year $2,552,081 · end of year $4,286,841

  • 11 · Investments: publicly traded securities

    beginning of year $88,740,489 · end of year $80,982,901

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,261,485 · end of year $1,715,211

  • 18 · Grants payable

    beginning of year $5,939,277 · end of year $2,360,976

  • 19 · Deferred revenue

    beginning of year $1,180,892 · end of year $1,610,839

  • 27 · Net assets without donor restrictions

    beginning of year $14,880,974 · end of year $10,410,569

  • 28 · Net assets with donor restrictions

    beginning of year $74,084,652 · end of year $72,281,015

Mission and programs · 2023

Mission

WE EMPOWER COMPANIES AND INDIVIDUALS TO RESPOND TO CRISES BY PROVIDING A GLOBAL, CHARITABLE SOLUTION IN TIMES OF NEED.

  • DISTRIBUTED 16,741 GRANTS TO INDIVIDUALS FOR HARDSHIP AND DISASTER RELIEF; DISTRIBUTED 7 GRANTS TO NON-PROFIT ORGANIZATIONS FOR SCHOLARSHIPS, MENTAL HEALTH COUNSELING AND TRAINING INITIATIVES.

    Expenses $50,166,446 · Grants $28,872,274 · Revenue $10,758,178

As filed on the 2023 return.

Listed in Part VII

  • Kevin Roche

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Pete Carlson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Collins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Todd Gorelick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jewell Hoover

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Katterhagen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rita Mitjans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fritz Nauck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aj Ratani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Holly K Welch

    PRESIDENT & CEO

    Total calculated
    $797,286
    From this org
    $0
    From related orgs
    $694,758
    Other
    $102,528
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,823 related
    Bonus
    $0 + $317,313 related
    Other
    $0 + $2,622 related
    Deferred
    $0 + $85,860 related
    Nontaxable benefits
    $0 + $16,668 related
    Filer's total
    $0 + $797,286 related

  • James Kiser

    GEN. COUNSEL & CO. SECRETARY

    Total calculated
    $345,863
    From this org
    $0
    From related orgs
    $284,675
    Other
    $61,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $245,675 related
    Bonus
    $0 + $36,375 related
    Other
    $0 + $2,625 related
    Deferred
    $0 + $49,213 related
    Nontaxable benefits
    $0 + $11,975 related
    Filer's total
    $0 + $345,863 related

  • Matt Pierce

    MAN. DIR. FINANCE & INSIGHTS

    Total calculated
    $268,034
    From this org
    $0
    From related orgs
    $237,612
    Other
    $30,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $195,282 related
    Bonus
    $0 + $41,250 related
    Other
    $0 + $1,080 related
    Deferred
    $0 + $14,475 related
    Nontaxable benefits
    $0 + $15,947 related
    Filer's total
    $0 + $268,034 related

  • Davida Rivens

    MAN. DIR. GOWTH & DEVELOPMENT

    Total calculated
    $268,755
    From this org
    $0
    From related orgs
    $229,245
    Other
    $39,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $197,167 related
    Bonus
    $0 + $30,938 related
    Other
    $0 + $1,140 related
    Deferred
    $0 + $27,737 related
    Nontaxable benefits
    $0 + $11,773 related
    Filer's total
    $0 + $268,755 related

  • Theresa Stroisch

    MAN. DIR. CUSTOMER SUCCESS & SERVICE

    Total calculated
    $287,483
    From this org
    $0
    From related orgs
    $239,912
    Other
    $47,571
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $201,047 related
    Bonus
    $0 + $37,500 related
    Other
    $0 + $1,365 related
    Deferred
    $0 + $29,275 related
    Nontaxable benefits
    $0 + $18,296 related
    Filer's total
    $0 + $287,483 related

  • Courtney Ramey

    CHIEF PRODUCT OFFICER

    Total calculated
    $341,681
    From this org
    $0
    From related orgs
    $291,427
    Other
    $50,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $248,002 related
    Bonus
    $0 + $42,000 related
    Other
    $0 + $1,425 related
    Deferred
    $0 + $25,920 related
    Nontaxable benefits
    $0 + $24,334 related
    Filer's total
    $0 + $341,681 related

  • John Liu

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $323,237
    From this org
    $0
    From related orgs
    $294,960
    Other
    $28,277
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $251,752 related
    Bonus
    $0 + $42,000 related
    Other
    $0 + $1,208 related
    Deferred
    $0 + $6,120 related
    Nontaxable benefits
    $0 + $22,157 related
    Filer's total
    $0 + $323,237 related

  • Sheldon Morais

    VP SOFTWARE ENGINEERING

    Total calculated
    $224,898
    From this org
    $0
    From related orgs
    $188,635
    Other
    $36,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $165,671 related
    Bonus
    $0 + $22,000 related
    Other
    $0 + $964 related
    Deferred
    $0 + $11,820 related
    Nontaxable benefits
    $0 + $24,443 related
    Filer's total
    $0 + $224,898 related

  • Lorraine A Azzinaro

    VP & DIR. FINANCE

    Total calculated
    $200,179
    From this org
    $0
    From related orgs
    $172,344
    Other
    $27,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $144,589 related
    Bonus
    $0 + $24,750 related
    Other
    $0 + $3,005 related
    Deferred
    $0 + $9,481 related
    Nontaxable benefits
    $0 + $18,354 related
    Filer's total
    $0 + $200,179 related

  • Julie T Caldwell

    VP SALES

    Total calculated
    $205,628
    From this org
    $0
    From related orgs
    $166,960
    Other
    $38,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $135,788 related
    Bonus
    $0 + $29,923 related
    Other
    $0 + $1,249 related
    Deferred
    $0 + $20,691 related
    Nontaxable benefits
    $0 + $17,977 related
    Filer's total
    $0 + $205,628 related

  • Derek Johnson

    VP & DIR. OPERATIONS

    Total calculated
    $203,734
    From this org
    $0
    From related orgs
    $167,436
    Other
    $36,298
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $143,949 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $3,487 related
    Deferred
    $0 + $10,765 related
    Nontaxable benefits
    $0 + $25,533 related
    Filer's total
    $0 + $203,734 related

  • Ashley Oster

    VP & DIR. MARKETING & PARTNERSHIP

    Total calculated
    $176,930
    From this org
    $0
    From related orgs
    $154,105
    Other
    $22,825
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $137,741 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $1,364 related
    Deferred
    $0 + $18,432 related
    Nontaxable benefits
    $0 + $4,393 related
    Filer's total
    $0 + $176,930 related

  • Samantha A Timpone

    ASSISTANT GENERAL COUNSEL

    Total calculated
    $159,000
    From this org
    $0
    From related orgs
    $149,040
    Other
    $9,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $133,295 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $745 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,960 related
    Filer's total
    $0 + $159,000 related

  • William S Farley

    VP OPERATIONS & FINANCE ANALYTICS

    Total calculated
    $177,059
    From this org
    $0
    From related orgs
    $134,826
    Other
    $42,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $128,347 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $1,479 related
    Deferred
    $0 + $25,668 related
    Nontaxable benefits
    $0 + $16,565 related
    Filer's total
    $0 + $177,059 related

  • Frank A McKinney

    SENIOR PRODUCT MANAGER

    Total calculated
    $171,761
    From this org
    $0
    From related orgs
    $133,440
    Other
    $38,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $124,306 related
    Bonus
    $0 + $8,000 related
    Other
    $0 + $1,134 related
    Deferred
    $0 + $25,668 related
    Nontaxable benefits
    $0 + $12,653 related
    Filer's total
    $0 + $171,761 related

  • Allyson L Calaco

    VP & DIR. CUSTOMER SERVICE

    Total calculated
    $161,771
    From this org
    $0
    From related orgs
    $124,967
    Other
    $36,804
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $107,072 related
    Bonus
    $0 + $17,250 related
    Other
    $0 + $645 related
    Deferred
    $0 + $25,668 related
    Nontaxable benefits
    $0 + $11,136 related
    Filer's total
    $0 + $161,771 related

  • Ebonie Hope

    PRODUCT MANAGER

    Total calculated
    $148,863
    From this org
    $0
    From related orgs
    $111,101
    Other
    $37,762
    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

  • 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
FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(B) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTIONS TO THE PLAN DURING 2023 FOR PERSONS LISTED IN PART VII WERE AS FOLLOWS: JAMES KISER $22,500 FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(F) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTIONS TO THE PLAN DURING 2023 FOR PERSONS LISTED IN PART VII WERE AS FOLLOWS: HOLLY K. WELCH $42,360

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • STAKEHOLDER RELIEF SERVICES PBC

    C · HOLDING COMPANY · NC · 100% owned · share of assets $10,000

    Directly controlled by E4E RELIEF LLC

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403199349311175

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