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Nonprofiteer
← INTERVAL HOUSE

Form 990 for tax year 2023

Filed by INTERVAL HOUSE.

Totals

Total revenue
$10,133,557
Total expenses
$10,141,684
Contributions and grants received
$10,014,440
Grants paid
$0
Program service revenue
$0
Investment income
$113,767
Other revenue
$5,350
Total assets, end of year
$6,261,134
Total liabilities, end of year
$1,049,379
Net assets or fund balances, end of year
$5,211,755
Program services expenses (Part IX)
$8,751,134
Management and general expenses
$961,604
Fundraising expenses
$428,946
Program service expenses (Part III)
$8,751,134

Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $658,573

  • 1e · Government grants (contributions)

    $8,030,464

  • 1f · All other contributions, gifts and grants

    $1,325,403

  • 1g · Noncash contributions included above

    $408,316

  • 3 · Investment income

    total $113,767 · related or exempt $113,767

  • 8a · Fundraising events: gross income

    $57,332

  • 8a · Fundraising events: contributions included on line 1c

    $658,573

  • 8b · Fundraising events: direct expenses

    $57,332

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $5,350 · excluded $5,350

  • 11e · Other revenue, total

    $5,350

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $343,784 · management and general $171,892 · fundraising $171,892

  • 7 · Other salaries and wages

    total $3,889,625 · program services $3,468,965 · management and general $315,358 · fundraising $105,302

  • 9 · Other employee benefits

    total $739,605 · program services $661,973 · management and general $56,975 · fundraising $20,657

  • 11f · Fees: investment management

    total $150 · management and general $150

  • 11g · Fees: other

    total $430,507 · program services $182,454 · management and general $183,400 · fundraising $64,653

  • 13 · Office expenses

    total $249,022 · program services $142,125 · management and general $95,294 · fundraising $11,603

  • 16 · Occupancy

    total $580,775 · program services $501,471 · management and general $54,525 · fundraising $24,779

  • 17 · Travel

    total $57,026 · program services $44,255 · management and general $12,771

  • 22 · Depreciation, depletion and amortization

    total $105,840 · program services $97,978 · management and general $5,489 · fundraising $2,373

  • 23 · Insurance

    total $99,669 · program services $86,888 · management and general $8,892 · fundraising $3,889

  • 24a · Other expenses: RENTAL ASSISTANCE

    total $2,515,866 · program services $2,515,866

  • 24b · Other expenses: PROGRAM SUPPLIES

    total $1,013,914 · program services $944,717 · management and general $46,612 · fundraising $22,585

  • 24c · Other expenses: FOOD

    total $91,638 · program services $91,184 · management and general $294 · fundraising $160

  • 24d · Other expenses: DUES AND SUBCRIPTIONS

    total $12,506 · program services $2,999 · management and general $8,910 · fundraising $597

  • 24e · All other expenses

    total $11,757 · program services $10,259 · management and general $1,042 · fundraising $456

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $189,207 · end of year $62,030

  • 2 · Savings and temporary cash investments

    beginning of year $2,652,796 · end of year $3,172,253

  • 3 · Pledges and grants receivable

    beginning of year $1,866,766 · end of year $1,488,181

  • 4 · Accounts receivable

    end of year $4,105

  • 9 · Prepaid expenses and deferred charges

    beginning of year $277,704 · end of year $271,854

  • 10a · Land, buildings and equipment: cost or other basis

    $3,772,270

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,608,689

  • 10c · Land, buildings and equipment, net

    beginning of year $1,269,421 · end of year $1,163,581

  • 15 · Other assets

    beginning of year $248,166 · end of year $99,130

  • 17 · Accounts payable and accrued expenses

    beginning of year $784,260 · end of year $675,719

  • 19 · Deferred revenue

    beginning of year $170,678 · end of year $194,646

  • 23 · Secured mortgages and notes payable

    beginning of year $135,753 · end of year $116,336

  • 25 · Other liabilities

    beginning of year $221,890 · end of year $62,678

  • 27 · Net assets without donor restrictions

    beginning of year $5,162,729 · end of year $5,118,920

  • 28 · Net assets with donor restrictions

    beginning of year $28,750 · end of year $92,835

Mission and programs · 2023

Mission

THE MISSION OF THE ORGANIZATION IS TO ENSURE SAFETY AND STABILITY FOR PEOPLE WHO ARE BATTERED, ABUSED, HOMELESS OR AT RISK; TO CREATE PUBLIC AWARENESS ABOUT THE EPIDEMIC OF VIOLENCE; AND TO MOBILIZE THE COMMUNITY TO PREVENT VIOLENCE AND END THIS RECURRING PHENOMENON. ITS GOAL IS TO RESTORE A SENSE OF DIGNITY, SELF-SUFFICIENCY AND INCREASED INDEPENDENCE IN WOMEN, MEN, CHILDREN AND THEIR FAMILIES, ENABLING THEM TO RECLAIM THEIR LIVES AND ACHIEVE LONG-TERM SAFETY AND SUCCESS.

Activities or mission (Part I)

THE MISSION OF THE ORGANIZATION IS TO ENSURE SAFETY AND STABILITY FOR PEOPLE WHO ARE BATTERED, ABUSED, HOMELESS, OR AT RISK; TO CREATE PUBLIC AWARENESS ABOUT THE EPIDEMIC OF VIOLENCE; AND TO MOBILIZE THE COMMUNITY TO PREVENT VIOLENCE AND END THIS RECURRING PHENOMENON. ITS GOAL IS TO RESTORE A SENSE OF DIGNITY, SELF-SUFFICIENCY AND INCREASED INDEPENDENCE IN WOMEN, MEN, CHILDREN AND THEIR FAMILIES, ENABLING THEM TO RECLAIM THEIR LIVES AND ACHIEVE LONG-TERM SAFETY AND SUCCESS.

  • SHELTER AND HOUSINGINTERVAL HOUSE IS A SIX-TIME U.S. PRESIDENTIAL AWARD-WINNING PROGRAM, NATIONALLY RECOGNIZED FOR PIONEERING COMPREHENSIVE SHELTER AND SUPPORTIVE SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE AND THEIR CHILDREN SINCE 1979. THE AGENCY OPERATES A FULL CONTINUUM OF SERVICES AT SIX EMERGENCY SHELTERS AND TRANSITIONAL HOUSING SITES, AND 12 COMPREHENSIVE COMMUNITY SERVICE AND SATELLITE CENTERS IN THE HIGH-RISK COMMUNITIES OF LOS ANGELES AND ORANGE COUNTIES. SINCE ITS DOORS FIRST OPENED, INTERVAL HOUSE HAS HOUSED OVER 25,000 INDIVIDUALS, SERVED OVER 3 MILLION MEALS, AND COUNSELED OVER 800,000 VICTIMS. INTERVAL HOUSE IS DISTINGUISHED BY ITS UNIQUE CULTURAL AND LINGUISTIC EXPERTISE. OVER 98% OF INTERVAL HOUSE'S STAFF AND ADVOCATES ARE MULTILINGUAL, ETHNICALLY DIVERSE, AND HAVE BEEN PERSONALLY AFFECTED BY DOMESTIC VIOLENCE - - OFFERING COMPREHENSIVE SERVICES IN OVER 70 DIFFERENT LANGUAGES. ALTHOUGH INTERVAL HOUSE HAS HISTORICALLY SPECIALIZED IN INTERVENTION AND PREVENTION SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE, IT HAS EXPANDED TREMENDOUSLY OVER THE PAST 20 YEARS INTO WORKING WITH HOMELESSNESS AND HOUSING ISSUES. INTERVAL HOUSE'S MULTIFACETED CONTINUUM OF HOUSING PROGRAMS INCLUDES EMERGENCY SHELTERS, TRANSITIONAL HOUSING, AND PERMANENT HOUSING AND RENTAL ASSISTANCE PROGRAMS. DOMESTIC VIOLENCE SHELTERS: INTERVAL HOUSE OPENED ITS FIRST EMERGENCY SHELTER IN 1979, SERVING AS THE FOUNDATIONAL "LIFELINE" FOR VICTIMS OF DOMESTIC VIOLENCE AND THEIR CHILDREN IN CRISIS, AND OPENED THE NATION'S FIRST TRANSITIONAL DOMESTIC VIOLENCE SHELTER IN 1980, OFFERING CONTINUED SUPPORT TO FAMILIES THAT NEED A LONGER TRANSITION PERIOD TO BECOME SELF-SUFFICIENT, CONTRIBUTING MEMBERS OF THEIR COMMUNITIES. TODAY, THE AGENCY OPERATES SIX CONFIDENTIALLY LOCATED EMERGENCY SHELTERS AND TRANSITIONAL HOUSING SITES FOR DOMESTIC VIOLENCE VICTIMS AND THEIR CHILDREN. PERMANENT HOUSING PROGRAMS: INTERVAL HOUSE IS RECOGNIZED AS A "MODEL" HOUSING PROGRAM BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) FOR TAILORING CUTTING-EDGE HOUSING APPROACHES AND PROGRAMS TO MEET THE SPECIALIZED NEEDS OF UNDERSERVED HOMELESS AND AT-RISK INDIVIDUALS AND FAMILIES. INTERVAL HOUSE IS ONE OF THE LARGEST PROVIDERS OF RENTAL ASSISTANCE PROGRAMS IN ITS REGION, WITH A SPECIALIZATION IN SERVING HIGH-NEED HOUSEHOLDS FACING A MULTITUDE OF COMPLEX CULTURAL, LINGUISTIC AND ECONOMIC BARRIERS TO HOUSING STABILITY. INTERVAL HOUSE HAS BEEN AT THE FOREFRONT OF HOMELESSNESS PREVENTION AND RAPID REHOUSING, HAVING STARTED THE NATION'S FIRST DOMESTIC VIOLENCE RAPID REHOUSING PROGRAM (1995) AND WAS FOR 20 YEARS THE ONLY DOMESTIC VIOLENCE PROGRAM UTILIZING THE HOUSING FIRST BEST PRACTICE MODEL. THE AGENCY HAS SINCE BEEN CONTINUOUSLY RECOGNIZED BY HUD REPRESENTATIVES FOR ITS EXCELLENT LEADERSHIP IN DEVELOPING SUCCESSFUL HOMELESSNESS PREVENTION AND RAPID REHOUSING PROGRAMS THAT ROUTINELY EXCEED ALL CLIENT OUTCOME AND FINANCIAL EXPENDITURE GOALS. REGIONAL HOUSING SYSTEMS HAVE ALSO ADOPTED INTERVAL HOUSE'S PROGRAM DESIGN AS A BEST PRACTICE AND THE AGENCY'S DATA COLLECTION METHODS AS THEIR STANDARDIZED TOOLS. THE ORGANIZATION CURRENTLY OPERATES NUMEROUS RAPID RE-HOUSING SCATTERED SITES AND EXCLUSIVE LINKAGES TO RENTAL HOUSING.

    Expenses $4,825,492 · Revenue $113,767

  • SUPPORTIVE SERVICES AND OUTREACH SINCE 1979, INTERVAL HOUSE HAS SUCCESSFULLY PROVIDED THE COMMUNITY WITH CAREFULLY DESIGNED, AWARD-WINNING SUPPORT SERVICES UNDER A COMPREHENSIVE CONTINUUM OF CARE MODEL AIMED AT HELPING VICTIMS AND THEIR CHILDREN ACHIEVE LONG-TERM SAFETY, STABILITY, AND SELF-SUFFICIENCY. INTERVAL HOUSE'S INNOVATIVE PROGRAMS HAVE BEEN RECOGNIZED WITH OVER 600 LOCAL, REGIONAL AND NATIONAL AWARDS, INCLUDING SIX PRESIDENTIAL AWARDS, SEVEN CALIFORNIA GOVERNOR'S AWARDS, AND A U.S. DEPARTMENT OF JUSTICE AWARD, CITING INTERVAL HOUSE AS A "MODEL" PROGRAM TO THE NATION.COMPREHENSIVE AND AWARD-WINNING DOMESTIC VIOLENCE PROGRAMS INCLUDE: MULTILINGUAL 24-HOUR CRISIS HOTLINES ; 24-HOUR TEEN CRISIS HOTLINES; COMMUNITY SERVICE CENTERS; INDIVIDUAL AND GROUP COUNSELING PROGRAMS; COMPREHENSIVE LEGAL PROGRAM; EMERGENCY RESPONSE TEAM PROGRAM; HEALTH AND WELLNESS PROGRAM; CHILDREN'S PROGRAM; "SECOND GENERATION" TEEN DATING VIOLENCE PREVENTION PROGRAM; ELDER ABUSE PROGRAM; PIONEERING MULTICULTURAL PROGRAMS; INTERNATIONAL INSTITUTE AGAINST VIOLENCE; LEADERSHIP DEVELOPMENT PROGRAM; FINANCIAL EMPOWERMENT AND CAREER DEVELOPMENT PROGRAMS THAT HAVE SUCCESSFULLY HELPED ECONOMICALLY VULNERABLE INDIVIDUALS MOVE TOWARD FINANCIAL INDEPENDENCE AND ECONOMIC SELF-SUFFICIENCY; AND COMMUNITY EDUCATION AND PREVENTION PROGRAMS. OVER THE PAST YEAR, THE ORGANIZATION PROVIDED SAFE SHELTER AND EMERGENCY HOUSING ASSISTANCE TO OVER 1,400 PEOPLE, RESPONDED TO OVER 5,000 CRISIS CALLS, AND REACHED OVER 28,000 PEOPLE THROUGH ITS COMMUNITY EDUCATION AND PREVENTION PROGRAMS.AS THE NATION'S FIRST SURVIVOR-LED PROGRAM, ALL INTERVAL HOUSE PROGRAMS AND SERVICES ARE PROVIDED BY A STAFF THAT IS UNIQUE IN THE NATION. SINCE THE OPENING OF THE INTERVAL HOUSE, IT HAS WELCOMED STAFF WHO ARE FORMER VICTIMS, OFFERED THEM MENTORING, TRAINING, JOB OPPORTUNITIES, AND CONSTANT PROMOTION WITHIN THE AGENCY, AND MOVED THEM INTO THE LEADERSHIP ROLES THEY HOLD TODAY. MOST OF THE INTERVAL HOUSE'S STAFF HAVE SPENT THE MAJORITY OF THEIR ADULT LIVES AT THE AGENCY AND ARE NOW THEMSELVES LEGENDARY LEADERS WHO HAVE BEEN RECOGNIZED WITH THE NATION'S TOP AWARDS IN THE DOMESTIC VIOLENCE MOVEMENT. THESE "GRADUATES" DEMONSTRATE, IN A HEARTWARMING AND INSPIRATIONAL WAY, HOW DOMESTIC VIOLENCE SURVIVORS CAN BECOME OUTSTANDING EDUCATORS, ADVOCATES AND LEADERS IN THEIR COMMUNITIES. THIS FUNDAMENTAL BELIEF IN INCLUSION WAS A PRIMARY MOTIVATION FOR INTERVAL HOUSE SINCE IT FIRST OPENED ITS DOORS IN 1979, AND IT HAS BEEN THE HEART AND SOUL OF THE PROGRAM. THIS UNIQUE COMBINATION OF SKILLS AND RESOURCES HAS BEEN KEY TO INTERVAL HOUSE'S EXTRAORDINARY SUCCESS IN OFFERING AWARD-WINNING SUPPORTIVE SERVICES AND OUTREACH 24 HOURS A DAY, 7 DAYS A WEEK, IN OVER 70 LANGUAGES. THIS UNIQUE MODEL EARNED INTERVAL HOUSE A TOP WORKPLACE AWARD FROM WORKPLACEDYNAMICS, LLP, A LEADING INTERNATIONAL RESEARCH FIRM ON ORGANIZATIONAL HEALTH AND EMPLOYEE ENGAGEMENT. INTERVAL HOUSE WAS RECOGNIZED FOR ITS HIGH RANKING IN SEVERAL QUALITY FACTORS, INCLUDING STRONG LEADERSHIP, PROMOTING A SUPPORTIVE AND INCLUSIVE CULTURE, PHILOSOPHY OF TRAINING AND DEVELOPMENT FROM WITHIN, AND THE PASSION OF THE UNIQUE, INSPIRED STAFF. INTERVAL HOUSE RECEIVED THE TOP AWARD IN LEADERSHIP FOR ITS EXECUTIVE DIRECTOR, AND WAS THE HIGHEST-RANKING NONPROFIT ORGANIZATION IN THE SMALL BUSINESS CATEGORY, WHERE IT WAS IN THE HIGHEST RANKING OVERALL IN THE ENTIRE REGION.PANDEMIC RESPONSE AND EXPANDED SERVICES- THE ORGANIZATION GREATLY EXPANDED ITS SCOPE OF AWARD-WINNING SERVICES DURING THE COVID-19 PANDEMIC, LIFTING THE EMOTIONAL AND FINANCIAL BURDEN FOR HUNDREDS OF FAMILIES IN CRISIS, AND HAS CONTINUED TO MEET THE EVOLVING NEEDS OF SURVIVORS AND THOSE AT RISK FOR HOMELESSNESS AS COVID-19 SHIFTS FROM PANDEMIC TO ENDEMIC. OVER THE PAST YEAR, THE ORGANIZATION OPERATED ITS SHELTER PROGRAMS AT FULL CAPACITY, STRENGTHENING SAFETY AND SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE AND THEIR CHILDREN; SECURED ADDITIONAL FUNDING TO EXPAND BEST-PRACTICE RENTAL ASSISTANCE PROGRAMS TO ASSIST VULNERABLE HOUSEHOLDS WHO WERE FINANCIALLY DEVASTATED BY THE PANDEMIC; AND IMPLEMENTED MULTILINGUAL EDUCATION AND OUTREACH PROGRAMS TO INCREASE HEALTH EQUITY AND ACCESS AMONG CULTURALLY UNDERSERVED AND DISPROPORTIONALLY IMPACTED COMMUNITIES. BY EXPANDING ITS PROGRAMS AND CONTINUING TO STRENGTHEN ITS INFRASTRUCTURE, THE ORGANIZATION CONTINUES TO MEET THE IMMEDIATE AND EMERGING NEEDS OF HOMELESS AND AT-RISK HOUSEHOLDS FROM UNDERSERVED AND MARGINALIZED COMMUNITIES, INCLUDING DOMESTIC VIOLENCE VICTIMS AND THEIR CHILDREN, WHILE ALSO INCREASING ITS CAPACITY TO ADDRESS THE NEEDS OF THE COMMUNITY AT LARGE.COORDINATED CARE - INTERVAL HOUSE HAS CONTINUED TO STRENGTHEN COLLABORATIVE EFFORTS TO COORDINATE SERVICES WITH ALLIED COMMUNITY, GOVERNMENT, AND CRIMINAL JUSTICE PARTNERS TO DELIVER EFFECTIVE, EFFICIENT, AND COORDINATED CARE FOR ITS SERVICE POPULATION. THIS PAST YEAR, INTERVAL HOUSE HELPED ESTABLISH COORDINATED SYSTEMS THAT FACILITATED AND EXPEDITED DOMESTIC VIOLENCE VICTIM ACCESS TO EMERGENCY HOUSING VOUCHERS IN LOS ANGELES COUNTY AND ORANGE COUNTY; HELPED LEAD THE DEVELOPMENT OF COORDINATED ENTRY SYSTEMS PROTOCOLS AND ACCESS FOR DOMESTIC VIOLENCE VICTIMS; WAS SELECTED FOR A DOMESTIC VIOLENCE COMMITTEE TO HELP LEAD COUNTYWIDE HOUSING ASSESSMENT, RESPONSE AND SERVICE DELIVERY FOR DOMESTIC VIOLENCE SURVIVORS; AND CONTINUES TO ENSURE THAT UNDERSERVED DOMESTIC VIOLENCE VICTIMS ARE REPRESENTED AND THEIR NEEDS ARE EFFECTIVELY ADDRESSED WITHIN THE NETWORK OF MULTIDISCIPLINARY AGENCIES IN OUR COMMUNITY. INTERVAL HOUSE'S HISTORIC PARTNERSHIPS WITH LOCAL LAW ENFORCEMENT ALSO HELP ENSURE PROTECTION AND SAFETY FOR THE VICTIMS IT SERVES, WHILE ITS LONGSTANDING LEADERSHIP ON INTERAGENCY FORUMS, TASK FORCES, AND EDUCATIONAL FORUMS ARE CONCERTED EFFORTS TO RAISE AWARENESS AND INCREASE ACCESS TO SERVICES FOR VULNERABLE COMMUNITY MEMBERS.

    Expenses $3,925,642

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Harlene Goodrich

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Donna Melody

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Joszi Meskan

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Linda Nguyen Woo

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Felix Aguilar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Doug Mancino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Barry Curtis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Katie Hata

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Chief Ron Lowenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Silvia Ruiz Gonzalez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Simone Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mike Morey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Trang Nguyen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Norman Vinn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Larry Webb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Xuemei Wei

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lediya Beltran

    HR DIRECTOR

    Total calculated
    $115,337
    From this org
    $103,624
    From related orgs
    $0
    Other
    $11,713
    Hours/week
    40
  • Christine E Delabre

    OPERATIONS DIRECTOR

    Total calculated
    $126,825
    From this org
    $113,660
    From related orgs
    $0
    Other
    $13,165
    Hours/week
    40
  • Srey Thyda Duong

    PROGRAM/DEVELOPMENT DIRECT

    Total calculated
    $140,670
    From this org
    $129,814
    From related orgs
    $0
    Other
    $10,856
    Hours/week
    40
  • Alejandra Guerrero

    SENIOR ACCOUNTANT

    Total calculated
    $127,433
    From this org
    $116,157
    From related orgs
    $0
    Other
    $11,276
    Hours/week
    40
  • Jeffrey D Niederauer

    INFORMATION TECHNOLOGY DIR

    Total calculated
    $114,215
    From this org
    $103,840
    From related orgs
    $0
    Other
    $10,375
    Hours/week
    40
  • Carol A Williams

    EXECUTIVE DIRECTOR

    Total calculated
    $341,861
    From this org
    $291,950
    From related orgs
    $0
    Other
    $49,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,950
    Bonus
    $45,000
    Other
    $0
    Deferred
    $30,900
    Nontaxable benefits
    $19,011
    Filer's total
    $341,861

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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 II:
COLUMN (B) BONUS & INCENTIVE COMPENSATION INCLUDES DEFERRED PENSION PLAN OWED / PAYOUT COVERING 45 YEARS OF SERVICE. COLUMN (C) DEFERRED COMPENSATION INCLUDES "CATCH-UP" 403B AND 457B RETIREMENT PLANS COVERING 45 YEARS OF SERVICE. COLUMN (D) NONTAXABLE BENEFITS INCLUDE HEALTH, DENTAL, LIFE AND OTHER INSURANCES.

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
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349317986

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