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Nonprofiteer
← ST JAMES FOUNDATION INC

Form 990 for tax year 2022

Filed by ST JAMES FOUNDATION INC.

Totals

Total revenue
$146,597
Total expenses
$160,781
Contributions and grants received
$80,672
Grants paid
$90,772
Program services expenses (Part IX)
$158,035
Management and general expenses
$2,746
Fundraising expenses
$0
Program service expenses (Part III)
$158,035

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN GOLDSTEIN

    BOARD MEMBER

    Total calculated
    $3,516,222
    From this org
    $0
    From related orgs
    $3,306,549
    Other
    $209,673
    Hours/week
    1 + 71 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,509,252 related
    Bonus
    $0
    Other
    $0 + $1,797,297 related
    Deferred
    $0 + $188,712 related
    Nontaxable benefits
    $0 + $20,961 related
    Filer's total
    $0 + $3,516,222 related

  • JAMIE DOLL

    BOARD MEMBER

    Total calculated
    $27,789
    From this org
    $0
    From related orgs
    $27,758
    Other
    $31
    Hours/week
    1 + 14 related

  • LISA SCHWARTZ

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS CLARK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JESSE ELLS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE MCDANIELS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVE PECK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • VALERIE SLAGHT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRACY STILLMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DENISE TYCHI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK YOUNG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES WRIGHT

    INTERIM CFO UNTIL 11/20/2022

    Total calculated
    $271,962
    From this org
    $0
    From related orgs
    $245,773
    Other
    $26,189
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,841 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $4,932 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,189 related
    Filer's total
    $0 + $271,962 related

  • WENDY DISBROW

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $107,826
    From this org
    $0
    From related orgs
    $101,721
    Other
    $6,105
    Hours/week
    1 + 40 related

  • DEBRA MICHALEK

    INTERIM CFO EFFECTIVE 11/21/2022

    Total calculated
    $0
    Hours/week
    1 + 20 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 · 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)

PART I, LINE 4B
THE FOLLOWING INDIVIDUAL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN DEFERRED COMPENSATION: STEVEN GOLDSTEIN - SERP PLAN - $159,400 THE FOLLOWING INDIVIDUAL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFED RETIREMENT PLAN AND RECEIVED EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN OTHER REPORTABLE COMPENSATION: STEVEN GOLDSTEIN - 457(F) PLAN - $1,701,400 THESE AMOUNTS REPRESENT EMPLOYEE DEFFERALS OF COMPENSATION, PLUS INVESTMENT EARNINGS, OVER SEVERAL YEARS THAT VESTED AND WERE PAID PURSUANT TO THE REQUIREMENTS OF THE PLAN. THE EMPLOYEE DEFERRALS WERE REPORTED AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C IN PRIOR YEARS AND ARE ALSO REFLECTED IN SCHEDULE J, PART II, COLUMN F.

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
9 May 2024
IRS schema version
2022v5.0
Source object
202421309349303607

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