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Nonprofiteer
← ENTERPRISE COMMUNITY INVESTMENT INC

Form 990 for tax year 2023

Filed by ENTERPRISE COMMUNITY INVESTMENT INC.

Totals

Total revenue
$111,157,272
Total expenses
$93,600,356
Contributions and grants received
$544,584
Grants paid
$5,714,091
Program services expenses (Part IX)
$86,364,182
Management and general expenses
$7,236,174
Fundraising expenses
$0
Program service expenses (Part III)
$86,364,182

Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PHILIP PORTER

    SVP, ACQUISITIONS

    Total calculated
    $2,305,692
    From this org
    $2,248,858
    From related orgs
    $0
    Other
    $56,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,829
    Bonus
    $1,903,792
    Other
    $31,237
    Deferred
    $24,894
    Nontaxable benefits
    $31,940
    Filer's total
    $2,305,692

  • CHRISTOPHER HERRMANN

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $1,039,152
    From this org
    $982,059
    From related orgs
    $0
    Other
    $57,093
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $372,348
    Bonus
    $574,847
    Other
    $34,864
    Deferred
    $24,894
    Nontaxable benefits
    $32,199
    Filer's total
    $1,039,152

  • KARI DOWNES

    EVP, CHIEF OPERATING OFFICER

    Total calculated
    $914,364
    From this org
    $860,580
    From related orgs
    $0
    Other
    $53,784
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,585
    Bonus
    $308,176
    Other
    $199,819
    Deferred
    $24,894
    Nontaxable benefits
    $28,890
    Filer's total
    $914,364

  • LORI CHATMAN

    PRESIDENT

    Total calculated
    $900,026
    From this org
    $865,253
    From related orgs
    $0
    Other
    $34,773
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $434,598
    Bonus
    $428,333
    Other
    $2,322
    Deferred
    $24,894
    Nontaxable benefits
    $9,879
    Filer's total
    $900,026

  • SCOTT HOEKMAN

    PRESIDENT, EHCI

    Total calculated
    $841,053
    From this org
    $785,653
    From related orgs
    $0
    Other
    $55,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,144
    Bonus
    $405,833
    Other
    $3,676
    Deferred
    $24,894
    Nontaxable benefits
    $30,506
    Filer's total
    $841,053

  • BRIAN WINDLEY

    VP, ACQUISITIONS

    Total calculated
    $630,300
    From this org
    $576,452
    From related orgs
    $0
    Other
    $53,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,394
    Bonus
    $330,264
    Other
    $29,794
    Deferred
    $24,894
    Nontaxable benefits
    $28,954
    Filer's total
    $630,300

  • BRYAN HOLLANDER

    VP, ACQUISITIONS

    Total calculated
    $628,323
    From this org
    $609,529
    From related orgs
    $0
    Other
    $18,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $71,362
    Bonus
    $494,207
    Other
    $43,960
    Deferred
    $9,900
    Nontaxable benefits
    $8,894
    Filer's total
    $628,323

  • MICHAEL ROSSI

    VP, ACQUISITIONS

    Total calculated
    $610,260
    From this org
    $554,362
    From related orgs
    $0
    Other
    $55,898
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,765
    Bonus
    $348,641
    Other
    $956
    Deferred
    $24,894
    Nontaxable benefits
    $31,004
    Filer's total
    $610,260

  • WILLIAM BECKMANN

    SVP & CHIEF FINANCIAL OFFICER

    Total calculated
    $569,690
    From this org
    $538,609
    From related orgs
    $0
    Other
    $31,081
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $410,245
    Bonus
    $124,800
    Other
    $3,564
    Deferred
    $9,900
    Nontaxable benefits
    $21,181
    Filer's total
    $569,690

  • LINDA MANLEY

    SVP, CLO & ASST. SEC. AS OF 3/23

    Total calculated
    $543,287
    From this org
    $486,453
    From related orgs
    $0
    Other
    $56,834
    Hours/week
    21 + 19 related

    Schedule J breakdown matched by us

    Base
    $368,301
    Bonus
    $115,830
    Other
    $2,322
    Deferred
    $24,894
    Nontaxable benefits
    $31,940
    Filer's total
    $543,287

  • LIANNA PETROSKI

    SVP, REAL ESTATE EQUITY

    Total calculated
    $479,392
    From this org
    $426,483
    From related orgs
    $0
    Other
    $52,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,943
    Bonus
    $152,000
    Other
    $540
    Deferred
    $24,894
    Nontaxable benefits
    $28,015
    Filer's total
    $479,392

  • STEPHANIE SHACK

    SVP, GENERAL COUNSEL & SEC. UNT 3/23

    Total calculated
    $334,781
    From this org
    $327,532
    From related orgs
    $0
    Other
    $7,249
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $81,396
    Bonus
    $111,000
    Other
    $135,136
    Deferred
    $4,923
    Nontaxable benefits
    $2,326
    Filer's total
    $334,781

  • JEFFREY GALENTINE

    VP AND TREASURER

    Total calculated
    $315,901
    From this org
    $266,866
    From related orgs
    $0
    Other
    $49,035
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $220,471
    Bonus
    $44,290
    Other
    $2,105
    Deferred
    $19,786
    Nontaxable benefits
    $29,249
    Filer's total
    $315,901

  • SHAUN DONOVAN

    DIRECTOR

    Total calculated
    $261,397
    From this org
    $0
    From related orgs
    $248,570
    Other
    $12,827
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,990 related
    Bonus
    $0
    Other
    $0 + $580 related
    Deferred
    $0 + $5,625 related
    Nontaxable benefits
    $0 + $7,202 related
    Filer's total
    $0 + $261,397 related

  • CHARLES WERHANE

    FORMER PRESIDENT & CEO AS 1/22

    Total calculated
    $250,000
    From this org
    $250,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $250,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $250,000

  • ALICE CARR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN CHAVERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW GARVEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARL JENKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DON LAYTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J RONALD TERWILLIGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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 5
PRODUCTION STAFF RECEIVE COMPENSATION BASED ON JOB PERFORMANCE AND THE AMOUNT OF ACQUISITION FEES GENERATED ON THE ACQUISITION OF LP INTERESTS IN PARTNERSHIPS THAT INVEST IN AFFORDABLE PROPERTIES.
PART I, LINE 6
PRODUCTION STAFF RECEIVE COMPENSATION BASED ON JOB PERFORMANCE AND THE AMOUNT OF ACQUISITION FEES GENERATED ON THE ACQUISITION OF LP INTERESTS IN PARTNERSHIPS THAT INVEST IN AFFORDABLE PROPERTIES.

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 August 2024
IRS schema version
2023v5.1
Source object
202402269349302055

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

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