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Nonprofiteer
← THE DR ROBERT F THOMAS FOUNDATION INC

Form 990 for tax year 2022

Filed by THE DR ROBERT F THOMAS FOUNDATION INC.

Totals

Total revenue
$635,107
Total expenses
$314,973
Contributions and grants received
$208,782
Grants paid
$42,625
Program services expenses (Part IX)
$42,625
Management and general expenses
$209,178
Fundraising expenses
$63,170
Program service expenses (Part III)
$42,625

Program services were 13.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jama Spicer Sutton

    Director/Fmr Chair

    Total calculated
    $0
    Hours/week
    1

  • Jeannie Allen

    Director/Chair

    Total calculated
    $0
    Hours/week
    1

  • Wes Farragut

    Fmr Dir/Treasurer (through Dec 2022)

    Total calculated
    $0
    Hours/week
    1

  • Donna Roland

    Fmr Dir/Secretary (through Apr 2022)

    Total calculated
    $0
    Hours/week
    1

  • Carol Agee

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harriet Berrier

    Director

    Total calculated
    $0
    Hours/week
    1

  • Doug Blalock

    Director/Vice-Chair

    Total calculated
    $0
    Hours/week
    1

  • George E Hawkins

    Director

    Total calculated
    $0
    Hours/week
    1

  • Stefanie A Johnson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Massie

    Director

    Total calculated
    $0
    Hours/week
    1

  • Linda Ogle

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paul Swafford

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa B Tarwater

    Director/Secretary

    Total calculated
    $0
    Hours/week
    1

  • Elissa G Jolly

    Fmr Director (through Mar 2022)

    Total calculated
    $247,777
    From this org
    $0
    From related orgs
    $230,362
    Other
    $17,415
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $48,903 related
    Bonus
    $0 + $85,952 related
    Other
    $0 + $95,507 related
    Deferred
    $0 + $11,600 related
    Nontaxable benefits
    $0 + $5,815 related
    Filer's total
    $0 + $247,777 related

  • James D VanderSteeg

    President & CEO

    Total calculated
    $2,662,703
    From this org
    $0
    From related orgs
    $2,346,646
    Other
    $316,057
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,425,507 related
    Bonus
    $0 + $742,500 related
    Other
    $0 + $178,639 related
    Deferred
    $0 + $284,975 related
    Nontaxable benefits
    $0 + $31,082 related
    Filer's total
    $0 + $2,662,703 related

  • Aaron M Burns

    LeConte President & CAO

    Total calculated
    $270,796
    From this org
    $0
    From related orgs
    $240,507
    Other
    $30,289
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,217 related
    Bonus
    $0 + $33,413 related
    Other
    $0 + $1,877 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,289 related
    Filer's total
    $0 + $270,796 related

  • Patrick J Birmingham IV

    VP of Philanthropy

    Total calculated
    $303,397
    From this org
    $0
    From related orgs
    $263,688
    Other
    $39,709
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,629 related
    Bonus
    $0 + $41,000 related
    Other
    $0 + $41,059 related
    Deferred
    $0 + $10,260 related
    Nontaxable benefits
    $0 + $29,449 related
    Filer's total
    $0 + $303,397 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 — 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 3
Covenant Health, the parent company of The Dr. Robert F. Thomas Foundation, used the following methods in establishing the compensation of President/CEO, James D. VanderSteeg: compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board or compensation committee. Additional detail is provided in response to Form 990, Part VI, Section B, Lines 15a and 15b within Schedule O.
Part I, Line 4b
Covenant Health maintains a nonqualified deferred compensation ("NQDC") plan intended to support retention of President and CEO, James D. VanderSteeg. Employer contributions of $273,375 are reported as deferred compensation on Schedule J, Part II, Column C. Contributions along with 2022 earnings of $70,560 are subject to a substantial risk of forfeiture. Amounts are combined with other compensation and considered for reasonableness. Compensation procedures are discussed in detail in Schedule O (Form 990, Part VI, Section B, Line 15a).

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 October 2023
IRS schema version
2022v5.0
Source object
202333179349311518

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