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Nonprofiteer
← TRUSTBRIDGE FOUNDATION INC

Form 990 for tax year 2022

Filed by TRUSTBRIDGE FOUNDATION INC.

Totals

Total revenue
$3,882,103
Total expenses
$9,353,445
Contributions and grants received
$4,692,245
Grants paid
$6,723,981
Program service revenue
$0
Investment income
-$1,131,081
Other revenue
$320,939
Total assets, end of year
$142,814,537
Total liabilities, end of year
$1,991,198
Net assets or fund balances, end of year
$140,823,339
Program services expenses (Part IX)
$7,765,985
Management and general expenses
$1,140,887
Fundraising expenses
$446,573
Program service expenses (Part III)
$7,765,985

Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Dari Bowman

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Brancaccio

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Meredith Tucker

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Robert M Friedman CLU

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Adolfo Zaralegui

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bishop Oshea Granger

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Callahan

    Director

    Total calculated
    $0
    Hours/week
    1

  • James R Borynack

    Director (thru Jan. 2022)

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey M Bishop

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jessica Lerner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin Dilallo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark Cook

    Director

    Total calculated
    $0
    Hours/week
    1

  • Patrick J Franklin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Peter A Sachs

    Director

    Total calculated
    $0
    Hours/week
    1

  • Stuart B Klein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Deborah Johnson

    President TrustBridge Foundation (beg AUG 2022)

    Total calculated
    $107,474
    From this org
    $94,205
    From related orgs
    $0
    Other
    $13,269
    Hours/week
    50

  • Gregory E Leach

    President TrustBridge Foundation (thru Sept 2022)

    Total calculated
    $405,205
    From this org
    $375,682
    From related orgs
    $0
    Other
    $29,523
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $185,125
    Bonus
    $105,702
    Other
    $84,855
    Deferred
    $14,275
    Nontaxable benefits
    $15,248
    Filer's total
    $405,205

  • Mark R Huntley

    CFO

    Total calculated
    $475,123
    From this org
    $0
    From related orgs
    $439,673
    Other
    $35,450
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,841 related
    Bonus
    $0 + $106,375 related
    Other
    $0 + $53,457 related
    Deferred
    $0 + $14,275 related
    Nontaxable benefits
    $0 + $21,175 related
    Filer's total
    $0 + $475,123 related

  • Valerie A Vitale

    Sr. Director of Development

    Total calculated
    $177,073
    From this org
    $165,771
    From related orgs
    $0
    Other
    $11,302
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $132,380
    Bonus
    $32,796
    Other
    $595
    Deferred
    $4,995
    Nontaxable benefits
    $6,307
    Filer's total
    $177,073

  • Cathy L Olsen

    Sr. Director of Resale Operations

    Total calculated
    $130,194
    From this org
    $126,286
    From related orgs
    $0
    Other
    $3,908
    Hours/week
    40

  • Leticia L Carlo

    Director Major Gifts/Planned Gifts

    Total calculated
    $121,134
    From this org
    $114,163
    From related orgs
    $0
    Other
    $6,971
    Hours/week
    40

  • Pedro A Herrera

    Former Officer

    Total calculated
    $288,415
    From this org
    $0
    From related orgs
    $274,682
    Other
    $13,733
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,234 related
    Bonus
    $0 + $52,869 related
    Other
    $0 + $39,579 related
    Deferred
    $0 + $13,039 related
    Nontaxable benefits
    $0 + $694 related
    Filer's total
    $0 + $288,415 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee
  • 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)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The following contributions were made during 2022 to a Section 457(f) plan: Greg Leach - $5,125 Pedro A. Herrera - $5,125 MARK R. HUNTLEY - $5,125 Deborah M. Johnson - $4,750 The following distributions were made during 2022 from a Section 457(f) plan: Greg Leach - $16,746 Pedro A. Herrera - $5,161 MARK R. HUNTLEY - $4,635

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
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349300200

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

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