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Nonprofiteer
← VALUES UNITED

Form 990 for tax year 2023

Filed by VALUES UNITED.

Totals

Total revenue
$1,256,759
Total expenses
$1,893,540
Contributions and grants received
$1,204,984
Grants paid
$1,010
Program services expenses (Part IX)
$1,084,883
Management and general expenses
$608,234
Fundraising expenses
$200,423
Program service expenses (Part III)
$1,084,883

Program services were 57.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN TYE

    CHIEF DISCLOSURE OFFICER, VP

    Total calculated
    $75,770
    From this org
    $69,085
    From related orgs
    $0
    Other
    $6,685
    Hours/week
    10
  • LYDIA BEAN

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • LAUREN BARTLETT

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • SIMONE GRIMES

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2
  • MILES TAYLOR

    BOARD MEMBER (BEG. 11/23)

    Total calculated
    $0
    Hours/week
    2
  • LIBBY LIU

    CEO

    Total calculated
    $265,087
    From this org
    $234,157
    From related orgs
    $0
    Other
    $30,930
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $234,157
    Bonus
    $0
    Other
    $0
    Deferred
    $11,708
    Nontaxable benefits
    $19,222
    Filer's total
    $265,087
  • KYLE GARDINER

    DIR. OF OPERATIONS, ASSOC. COUNSEL

    Total calculated
    $134,171
    From this org
    $126,524
    From related orgs
    $0
    Other
    $7,647
    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 · Form 990 of other organizations
  • 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 7
KYLE GARDINER WAS PAID A BONUS OF $5,000.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
18 November 2024
IRS schema version
2023v5.1
Source object
202443239349300934

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