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Nonprofiteer
← THE DR ROBERT F THOMAS FOUNDATION INC

Form 990 for tax year 2023

Filed by THE DR ROBERT F THOMAS FOUNDATION INC.

Totals

Total revenue
$153,626
Total expenses
$326,197
Contributions and grants received
$182,314
Grants paid
$42,050
Program services expenses (Part IX)
$42,050
Management and general expenses
$214,801
Fundraising expenses
$69,346
Program service expenses (Part III)
$42,050

Program services were 12.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jeannie Allen

    Director/Chair

    Total calculated
    $0
    Hours/week
    1

  • Doug Blalock

    Director/Vice-Chair

    Total calculated
    $0
    Hours/week
    1

  • Lisa B Tarwater

    Director/Secretary

    Total calculated
    $0
    Hours/week
    1

  • Carol Agee

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harriet Berrier

    Director

    Total calculated
    $0
    Hours/week
    1

  • George E Hawkins

    Director (through July 2023)

    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

  • Jama Spicer Sutton

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paul Swafford

    Director

    Total calculated
    $289,739
    From this org
    $0
    From related orgs
    $246,221
    Other
    $43,518
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,746 related
    Bonus
    $0
    Other
    $0 + $475 related
    Deferred
    $0 + $14,826 related
    Nontaxable benefits
    $0 + $28,692 related
    Filer's total
    $0 + $289,739 related

  • Aaron M Burns

    LeConte President & CAO

    Total calculated
    $339,013
    From this org
    $0
    From related orgs
    $309,278
    Other
    $29,735
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,044 related
    Bonus
    $0 + $69,000 related
    Other
    $0 + $15,234 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $29,735 related
    Filer's total
    $0 + $339,013 related

  • James D VanderSteeg

    President & CEO

    Total calculated
    $3,115,259
    From this org
    $0
    From related orgs
    $2,762,691
    Other
    $352,568
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,523,002 related
    Bonus
    $0 + $1,039,500 related
    Other
    $0 + $200,189 related
    Deferred
    $0 + $322,565 related
    Nontaxable benefits
    $0 + $30,003 related
    Filer's total
    $0 + $3,115,259 related

  • Patrick J Birmingham IV

    VP of Philanthropy

    Total calculated
    $307,256
    From this org
    $0
    From related orgs
    $267,424
    Other
    $39,832
    Hours/week
    8 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,151 related
    Bonus
    $0 + $34,000 related
    Other
    $0 + $47,273 related
    Deferred
    $0 + $10,711 related
    Nontaxable benefits
    $0 + $29,121 related
    Filer's total
    $0 + $307,256 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 $310,365 are reported as deferred compensation on Schedule J, Part II, Column C. Contributions along with 2023 earnings of $91,489 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). Please note that the amounts included in Part II, Column C as contributions to the NQDC plan for James D. VanderSteeg and other executive leaders are deferred but NOT received during the filing year. We report compensation in both the year earned and the year paid, as required by IRS guidelines; however, wages appear overstated due to dual reporting of compensation earned in one year and distributed in a subsequent year.

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
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349307042

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