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Nonprofiteer
← SMFB FOUNDATION

Form 990 for tax year 2022

Filed by SMFB FOUNDATION.

Totals

Total revenue
$1,213,470
Total expenses
$4,101,863
Contributions and grants received
$0
Grants paid
$4,000,000
Program service revenue
$0
Investment income
$1,213,470
Other revenue
$0
Total assets, end of year
$69,034,695
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$69,034,695
Program services expenses (Part IX)
$4,000,000
Management and general expenses
$101,863
Fundraising expenses
$0
Program service expenses (Part III)
$4,000,000

Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOE CLANCY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MATT HARRISON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN JENKINS-BOWER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TROY MCNEMAR

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEPHEN BARNES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARC ISAACS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PETER LARSON

    DIRECTOR (THRU MAY 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARRY MCBRIDE

    DIRECTOR (THRU MAY 2023)

    Total calculated
    $0
    Hours/week
    1

  • ERIK OLSSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TOM KERTIS

    PRESIDENT & CEO (RETIRED SEPT 2023)

    Total calculated
    $410,661
    From this org
    $0
    From related orgs
    $363,115
    Other
    $47,546
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,615 related
    Bonus
    $0 + $32,500 related
    Other
    $0
    Deferred
    $0 + $33,518 related
    Nontaxable benefits
    $0 + $14,028 related
    Filer's total
    $0 + $410,661 related

  • SARAH STUCKEY

    CFO

    Total calculated
    $216,795
    From this org
    $0
    From related orgs
    $196,073
    Other
    $20,722
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,923 related
    Bonus
    $0 + $5,150 related
    Other
    $0
    Deferred
    $0 + $6,694 related
    Nontaxable benefits
    $0 + $14,028 related
    Filer's total
    $0 + $216,795 related

  • MILTON LIU

    PRESIDENT & CEO (STARTING JUNE 2023

    Total calculated
    $0
    Hours/week
    2 + 40 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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART 1
THE FILING ORGANIZATION DOES NOT COMPENSATE EMPLOYEES. MANAGEMENT OF THE FILING ORGANIZATION IS COMPENSATED BY THE AFFILIATE, ST. MARY'S FOOD BANK ALLIANCE.

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 May 2024
IRS schema version
2022v5.0
Source object
202431359349306193

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