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← DAVE THOMAS FOUNDATION FOR ADOPTION

Form 990 for tax year 2022

Filed by DAVE THOMAS FOUNDATION FOR ADOPTION.

Totals

Total revenue
$52,421,388
Total expenses
$40,455,373
Contributions and grants received
$48,712,466
Grants paid
$25,769,423
Program services expenses (Part IX)
$34,264,485
Management and general expenses
$2,853,398
Fundraising expenses
$3,337,490
Program service expenses (Part III)
$34,264,485

Program services were 84.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RITA L SORONEN

    PRESIDENT & CEO

    Total calculated
    $496,088
    From this org
    $476,269
    From related orgs
    $0
    Other
    $19,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,229
    Bonus
    $104,040
    Other
    $10,000
    Deferred
    $13,500
    Nontaxable benefits
    $6,319
    Filer's total
    $496,088

  • JOE TURNER

    CHAIRMAN (EXITED 12/22)

    Total calculated
    $0
    Hours/week
    4

  • ROBERT GEEN VICE CHAIRMAN

    (THRU. 01/23),CHAIRMAN (EFF. 01/23)

    Total calculated
    $0
    Hours/week
    1

  • DEEPAK AJMANI TRUSTEE THRU

    01/23), VICE CHAIR (EFF. 01/23)

    Total calculated
    $0
    Hours/week
    1

  • BRAD CONNER

    TREASURER (EXITED 12/22)

    Total calculated
    $0
    Hours/week
    1

  • GAVIN WAUGH TTEE THRU 0123

    TREASURER (EFF. 01/23, EXITED 02/23)

    Total calculated
    $0
    Hours/week
    1

  • TODD PENEGOR TRUSTEE THRU

    03/23), TREASURER (EFF. 03/23)

    Total calculated
    $0
    Hours/week
    1

  • MIKE O'MALLEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JULIE BIESZCZAT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEIGH BURNSIDE

    TRUSTEE (EXITED 02/23)

    Total calculated
    $0
    Hours/week
    1

  • LAURA BUTRICO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC DALY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LILIANA ESPOSITO

    TRUSTEE (EXITED 12/22)

    Total calculated
    $0
    Hours/week
    1

  • PAMELA FARBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JELANI FREEMAN

    TRUSTEE (ENTERED 01/23)

    Total calculated
    $0
    Hours/week
    1

  • KRIS KAFFENBARGER

    TRUSTEE (ENTERED 01/23)

    Total calculated
    $0
    Hours/week
    1

  • KURT KANE

    TRUSTEE (EXITED 02/23)

    Total calculated
    $0
    Hours/week
    1

  • RICH KRUMHOLZ

    TRUSTEE (ENTERED 01/23)

    Total calculated
    $0
    Hours/week
    1

  • JHONNY MERCADO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BLAIR MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SCOTT MOESCHBERGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WENDY THOMAS MORSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SEAN NIKLAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M COLEY O'BRIEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSH SELL

    TRUSTEE (EXITED 07/22)

    Total calculated
    $0
    Hours/week
    1

  • PETE SUERKEN

    TRUSTEE (ENTERED 09/22)

    Total calculated
    $0
    Hours/week
    1

  • TAMIKA WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MIKE ZAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC SPIRES

    SENIOR VP, CFO

    Total calculated
    $137,719
    From this org
    $129,596
    From related orgs
    $0
    Other
    $8,123
    Hours/week
    40

  • JILL CRUMBACHER

    SVP, MARKETING & DEVELOPMENT

    Total calculated
    $230,899
    From this org
    $199,531
    From related orgs
    $0
    Other
    $31,368
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,171
    Bonus
    $15,000
    Other
    $360
    Deferred
    $9,364
    Nontaxable benefits
    $22,004
    Filer's total
    $230,899

  • JENNIFER JUSTICE

    SVP, STRATEGIC PROGRAM DEVELOPMENT

    Total calculated
    $229,566
    From this org
    $200,841
    From related orgs
    $0
    Other
    $28,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,289
    Bonus
    $15,000
    Other
    $552
    Deferred
    $9,028
    Nontaxable benefits
    $19,697
    Filer's total
    $229,566

  • DAVID FRISSORA

    SVP, BUSINESS DEVELOPMENT

    Total calculated
    $221,581
    From this org
    $190,708
    From related orgs
    $0
    Other
    $30,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,156
    Bonus
    $15,000
    Other
    $552
    Deferred
    $8,939
    Nontaxable benefits
    $21,934
    Filer's total
    $221,581

  • MELINDA HAGGERTY

    SVP & GENERAL COUNSEL

    Total calculated
    $217,671
    From this org
    $184,696
    From related orgs
    $0
    Other
    $32,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,480
    Bonus
    $15,000
    Other
    $216
    Deferred
    $8,905
    Nontaxable benefits
    $24,070
    Filer's total
    $217,671

  • JULIANNE NICHOLS

    VP, MARKETING & COMMUNICATIONS

    Total calculated
    $166,898
    From this org
    $136,517
    From related orgs
    $0
    Other
    $30,381
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,517
    Bonus
    $5,000
    Other
    $0
    Deferred
    $6,666
    Nontaxable benefits
    $23,715
    Filer's total
    $166,898

  • SYE CUNNINGHAM

    VP, FINANCE

    Total calculated
    $153,863
    From this org
    $117,627
    From related orgs
    $0
    Other
    $36,236
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,627
    Bonus
    $5,000
    Other
    $0
    Deferred
    $5,787
    Nontaxable benefits
    $30,449
    Filer's total
    $153,863

  • ANDREA GLASS

    VP, PROGRAMS

    Total calculated
    $148,352
    From this org
    $124,927
    From related orgs
    $0
    Other
    $23,425
    Hours/week
    40

  • DEAN BRING

    SENIOR DIRECTOR OF PARTNERSHIPS

    Total calculated
    $144,616
    From this org
    $111,948
    From related orgs
    $0
    Other
    $32,668
    Hours/week
    40

  • ANGELA MARSHALL

    DIRECTOR, WENDY'S WONDERFUL KIDS

    Total calculated
    $136,950
    From this org
    $115,446
    From related orgs
    $0
    Other
    $21,504
    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 — 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 · Independent compensation consultant
  • 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 3
THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ESTABLISHING COMPENSATION FOR THE FOUNDATION'S CEO; THE FULL BOARD IS RESPONSIBLE FOR APPROVAL. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION OF THE PRESIDENT & CEO BASED UPON PRIOR YEAR PERFORMANCE AND DATA COMPARING SIMILAR ORGANIZATIONS, REGION OF THE COUNTRY AND BUDGET CAPACITY. THE BOARD ALSO USES AN INDEPENDENT COMPENSATION CONSULTANT.
PART I, LINE 4
THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES REVIEWS AND APPROVES THE ANNUAL BUDGET THAT INCLUDES BUDGETED INCREASES FOR THE REMAINDER OF THE STAFF. THE PRESIDENT & CEO THEN DETERMINES, WITHIN THE PARAMETERS SET BY THE BOARD, WHAT THE INDIVIDUAL SALARIES OF THE STAFF WILL BE, INCLUDING INCREASED COMPENSATION BASED ON COST OF LIVING, MERIT, AND/OR POSITION AMENDMENTS.
PART I, LINE 7
THE PRESIDENT & CEO RECEIVED A BONUS OF $104,040. THE SENIOR VP & CFO RECEIVED A BONUS OF $15,000. THE SENIOR VP OF MARKETING & DEVELOPMENT RECEIVED A BONUS OF $15,000. THE SENIOR VP OF STRATEGIC PROGRAM DEVELOPMENT RECEIVED A BONUS OF $15,000. THE SENIOR VP TO GENERAL COUNSEL RECEIVED A BONUS OF $15,000. THE SENIOR VP OF BUSINESS DEVELOPMENT RECEIVED A BONUS OF $15,000. THE VP OF MARKETING AND COMMUNICATIONS RECEIVED A BONUS OF $5,000. THE DIRECTOR OF WENDY'S WONDERFUL KIDS RECEIVED A BONUS OF $3,000. THE VP OF STRATEGIC PROGRAM DEVELOPMENT RECEIVED A BONUS OF $5,000. THE SENIOR DIRECTOR OF PARTNERSHIPS RECEIVED A BONUS OF $4,000.

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.

  • DAVE THOMAS FOUNDATION FOR ADOPTION CANADA

    501(C)(3) · ADOPTION · CA · controlled entity

    Directly controlled by DAVE THOMAS FOUNDATION FOR ADOPTION

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349306014

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

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