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Nonprofiteer
← TRUSTBRIDGE FOUNDATION INC

Form 990 for tax year 2023

Filed by TRUSTBRIDGE FOUNDATION INC.

Totals

Total revenue
$10,534,805
Total expenses
$6,794,291
Contributions and grants received
$5,896,674
Grants paid
$4,109,653
Program services expenses (Part IX)
$5,179,042
Management and general expenses
$1,156,941
Fundraising expenses
$458,308
Program service expenses (Part III)
$5,179,042

Program services were 76.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Chris Callahan

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Dari Bowman

    Secretary

    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

  • Stuart B Klein

    Vice Chair

    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

  • F Malcolm Cunningham Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey M Bishop

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Brancaccio

    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

  • Deborah Johnson

    President TrustBridge Foundation

    Total calculated
    $271,803
    From this org
    $249,414
    From related orgs
    $0
    Other
    $22,389
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $194,590
    Bonus
    $30,518
    Other
    $24,306
    Deferred
    $7,564
    Nontaxable benefits
    $14,825
    Filer's total
    $271,803

  • Gregory E Leach

    VP Strategy Foundation

    Total calculated
    $185,443
    From this org
    $165,700
    From related orgs
    $0
    Other
    $19,743
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $75,477
    Bonus
    $75,572
    Other
    $14,651
    Deferred
    $3,687
    Nontaxable benefits
    $16,056
    Filer's total
    $185,443

  • Mark R Huntley

    CFO

    Total calculated
    $488,949
    From this org
    $0
    From related orgs
    $450,862
    Other
    $38,087
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,358 related
    Bonus
    $0 + $104,212 related
    Other
    $0 + $58,292 related
    Deferred
    $0 + $15,525 related
    Nontaxable benefits
    $0 + $22,562 related
    Filer's total
    $0 + $488,949 related

  • Valerie A Vitale

    Foundation Vice President

    Total calculated
    $197,557
    From this org
    $185,317
    From related orgs
    $0
    Other
    $12,240
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,746
    Bonus
    $31,937
    Other
    $634
    Deferred
    $5,585
    Nontaxable benefits
    $6,655
    Filer's total
    $197,557

  • Allyson Harman

    Director of Philanthropy

    Total calculated
    $109,464
    From this org
    $104,195
    From related orgs
    $0
    Other
    $5,269
    Hours/week
    40

  • Cathy L Olsen

    Sr. Director of Resale Operations

    Total calculated
    $107,780
    From this org
    $104,605
    From related orgs
    $0
    Other
    $3,175
    Hours/week
    40

  • Pedro A Herrera

    Former Officer

    Total calculated
    $262,935
    From this org
    $0
    From related orgs
    $249,960
    Other
    $12,975
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $136,847 related
    Bonus
    $0 + $54,986 related
    Other
    $0 + $58,127 related
    Deferred
    $0 + $12,491 related
    Nontaxable benefits
    $0 + $484 related
    Filer's total
    $0 + $262,935 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

  • 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 2023 to a Section 457(f) plan: Pedro A. Herrera - $5,625 MARK R. HUNTLEY - $5,625 Deborah M. Johnson - $5,625 The following distributions were made during 2023 from a Section 457(f) plan: Pedro A. Herrera - $17,222 MARK R. HUNTLEY - $16,295

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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349309681

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

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