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Nonprofiteer
← PENINSULA OPEN SPACE TRUST

Form 990 for tax year 2022

Filed by PENINSULA OPEN SPACE TRUST.

Totals

Total revenue
$24,754,163
Total expenses
$29,012,366
Contributions and grants received
$20,963,923
Grants paid
$4,286,616
Program service revenue
$251,653
Investment income
$2,669,468
Other revenue
$869,119
Total assets, end of year
$336,966,025
Total liabilities, end of year
$19,262,404
Net assets or fund balances, end of year
$317,703,621
Program services expenses (Part IX)
$22,097,724
Management and general expenses
$3,147,661
Fundraising expenses
$3,766,981
Program service expenses (Part III)
$22,097,724

Program services were 76.2% 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.

  • 1e · Government grants (contributions)

    $3,219,453

  • 1f · All other contributions, gifts and grants

    $17,744,470

  • 1g · Noncash contributions included above

    $654,190

  • 2a · Program service revenue: RENTAL INCOME

    total $251,313 · related or exempt $251,313

  • 2b · Program service revenue: LECTURE SERIES INCOME

    total $340 · related or exempt $340

  • 3 · Investment income

    total $4,375,536 · excluded $4,375,536

  • 7a · Gross sales of assets other than inventory

    securities $94,027,287

  • 7b · Less cost or other basis and sales expenses

    securities $95,733,355

  • 7c · Gain or loss

    securities -$1,706,068

  • 7d · Net gain or loss

    total -$1,706,068 · excluded -$1,706,068

  • 11a · Other revenue: OTHER INCOME

    total $869,119 · excluded $869,119

  • 11e · Other revenue, total

    $869,119

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,286,616 · program services $4,286,616

  • 5 · Compensation of officers, directors and key employees

    total $1,838,001 · program services $746,904 · management and general $503,518 · fundraising $587,579

  • 7 · Other salaries and wages

    total $6,206,856 · program services $3,482,479 · management and general $1,224,166 · fundraising $1,500,211

  • 8 · Pension plan contributions

    total $407,534 · program services $207,099 · management and general $111,812 · fundraising $88,623

  • 9 · Other employee benefits

    total $816,761 · program services $458,260 · management and general $161,088 · fundraising $197,413

  • 10 · Payroll taxes

    total $424,085 · program services $237,139 · management and general $85,415 · fundraising $101,531

  • 11b · Fees: legal

    total $897,374 · program services $855,660 · management and general $41,714

  • 11c · Fees: accounting

    total $45,451 · management and general $45,451

  • 11d · Fees: lobbying

    total $39,100 · program services $39,100

  • 11f · Fees: investment management

    total $296,864 · management and general $296,864

  • 11g · Fees: other

    total $3,690,196 · program services $3,135,324 · management and general $93,683 · fundraising $461,189

  • 12 · Advertising and promotion

    total $670,930 · program services $656,640 · management and general $6,480 · fundraising $7,810

  • 13 · Office expenses

    total $518,920 · program services $135,703 · management and general $35,119 · fundraising $348,098

  • 14 · Information technology

    total $487,773 · program services $271,195 · management and general $71,183 · fundraising $145,395

  • 17 · Travel

    total $36,735 · program services $26,200 · management and general $3,872 · fundraising $6,663

  • 19 · Conferences, conventions and meetings

    total $320,611 · program services $185,869 · management and general $72,735 · fundraising $62,007

  • 20 · Interest

    total $247,981 · program services $18,552 · management and general $229,429

  • 22 · Depreciation, depletion and amortization

    total $268,563 · program services $151,235 · management and general $50,381 · fundraising $66,947

  • 23 · Insurance

    total $220,786 · program services $157,919 · management and general $62,867

  • 24a · Other expenses: LAND/EASEMENT TRANSACTI

    total $5,150,000 · program services $5,150,000

  • 24b · Other expenses: LAND MAINTENANCE

    total $1,936,239 · program services $1,920,720 · management and general $6,664 · fundraising $8,855

  • 24c · Other expenses: PROPERTY TAXES

    total $345,996 · program services $344,814 · management and general $1,182

  • 24d · Other expenses: EVENTS/DONOR RECOG.

    total $244,257 · program services $125,693 · management and general $2,200 · fundraising $116,364

  • 24e · All other expenses

    total -$385,263 · program services -$495,397 · management and general $41,838 · fundraising $68,296

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $172,427 · end of year $115,767

  • 2 · Savings and temporary cash investments

    beginning of year $1,439,214 · end of year $1,289,998

  • 3 · Pledges and grants receivable

    beginning of year $3,546,750 · end of year $6,717,548

  • 4 · Accounts receivable

    beginning of year $610,595 · end of year $840,188

  • 7 · Other notes and loans receivable

    beginning of year $24,020,108 · end of year $24,761,744

  • 9 · Prepaid expenses and deferred charges

    beginning of year $358,604 · end of year $311,623

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

    $8,931,482

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

    $2,172,195

  • 10c · Land, buildings and equipment, net

    beginning of year $6,901,597 · end of year $6,759,287

  • 11 · Investments: publicly traded securities

    beginning of year $143,353,020 · end of year $147,599,522

  • 12 · Investments: other securities

    beginning of year $6,832,096 · end of year $6,330,277

  • 15 · Other assets

    beginning of year $131,536,802 · end of year $142,240,071

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,584,354 · end of year $3,115,719

  • 19 · Deferred revenue

    beginning of year $0 · end of year $3,000,000

  • 23 · Secured mortgages and notes payable

    beginning of year $451,889 · end of year $8,341,506

  • 25 · Other liabilities

    beginning of year $4,988,800 · end of year $4,805,179

  • 27 · Net assets without donor restrictions

    beginning of year $298,199,847 · end of year $300,507,034

  • 28 · Net assets with donor restrictions

    beginning of year $13,546,323 · end of year $17,196,587

Mission and programs · 2022

Mission

PENINSULA OPEN SPACE TRUST (POST) PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. POST IS CREATING A NETWORK OF PROTECTED LANDS WHERE PEOPLE AND NATURE CONNECT AND THRIVE. THESE LANDS ARE PRESERVED FOREVER SO PRESENT AND FUTURE GENERATIONS... BENEFIT FROM THE CAREFUL BALANCE OF RURAL AND URBAN LANDSCAPES THAT MAKE OUR REGION EXTRAORDINARY.

Activities or mission (Part I)

POST PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL.

  • LAND ACQUISITION & TRANSFER:IN FISCAL YEAR 2023, POST COMPLETED AND ASSISTED A TOTAL OF 8 TRANSACTIONS THAT PROTECTED 3,853 ACRES WHILE ADVANCING SEVERAL OTHER LONGER-TERM ACQUISITIONS AND TRANSFERS.LAND TRANSACTIONSPURCHASED LAKESIDE RANCH, A 1,986-ACRE MULTI-BENEFIT PROPERTY, BRINGING THE TOTAL ACRES OF PROTECTED LAND IN AND AROUND COYOTE VALLEY TO MORE THAN 8,700PROTECTED 839 ACRES OF REDWOOD FOREST, WILDLIFE HABITAT AND WORKING ... LANDS AT ESTRADA RANCH NEAR WATSONVILLETRANSFERRED 5,100 ACRES OF CLOVERDALE RANCH IN PESCADERO TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT (MIDPEN) AFTER 26 YEARS OF POST'S CARE SUPPORTED SEMPERVIRENS FUND IN PROTECTING THE 921-ACRE CAMP JONES GULCH WITH A CONSERVATION EASEMENT, SECURING THE FUTURE OF OLD-GROWTH REDWOODS AND A BELOVED CHILDREN'S CAMP IN LA HONDAESTABLISHED AN AGRICULTURAL CONSERVATION EASEMENT ON A 90-ACRE FARM LOCATED NEAR PESCADERO ON THE SAN MATEO COUNTY COAST.ASSISTED THE SANTA CLARA VALLEY HABITAT AGENCY IN PROTECTING A 17-ACRE PROPERTY AT THE NORTHERN END OF COYOTE VALLEY, ESSENTIAL FOR WILDLIFE AND TRAIL CONNECTIVITYTRANSFERRED THE 136-ACRE CALERO LAKEVIEW PROPERTY IN SAN JOSE TO SANTA CLARA COUNTY PARKS AFTER EXTENSIVE CLEANUP AND RESTORATIONTRANSFERRED OUR REMAINING INTEREST IN THE ICONIC AND SCENIC SOUTH COWELL RANCH ON THE SAN MATEO COUNTY COAST TO MIDPEN AFTER STRENGTHENING THE TERMS OF ITS CONSERVATION EASEMENT, INCLUDING A FARMHOUSE THAT WAS SIGNIFICANTLY UPGRADED BY POST.

    Expenses $14,533,401 · Grants $4,190,500

  • LAND MANAGEMENT:POST CURRENTLY HOLDS 17,514 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 14,574 ACRES. THE ORGANIZATION HAS AN ESTABLISHED STEWARDSHIP PROGRAM FOR THE LANDS IT OWNS THAT INCLUDES RESOURCE CONSERVATION PLANNING AND MANAGEMENT, ALONG WITH ACTIVE USES OF LAND FOR CONSERVATION GRAZING AND AGRICULTURE, SUSTAINABLE FOREST MANAGEMENT AND RESTORATION WHERE APPROPRIATE, AND DEVELOPMENT OF COMPATIBLE RECREATIONAL OPPORTUNITIES. POST WORKS TO PROTECT AND MANAGE LANDS IN ITS POSSESSION THROUGH SITE-SPECIFIC STEWARDSHIP PLANS FOR THE NATURAL RESOURCES ON EACH ... PROPERTY. POST STAFF AND VOLUNTEERS ACTIVELY MONITOR THE ACREAGE ON WHICH POST HOLDS EASEMENTS OR RESTRICTIONS. VOLUNTEERS ALSO ASSIST WITH STEWARDSHIP PROJECTS ON POST-OWNED LAND. IN TOTAL, POST LAND VOLUNTEERS CONTRIBUTED AN IMPRESSIVE 1,700 HOURS OF WORK TIME ON POST-PROTECTED LAND INCLUDING CONSERVATION EASEMENT MONITORING, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS. THESE ARE SOME OF THE MOST IMPACTFUL PROJECTS WE IMPLEMENTED IN ORDER TO CARE FOR THE LANDS WE PROTECT:FY23 PROJECTS SAN VICENTE REDWOODS:FIRE RECOVERY AND FOREST RESILIENCE AND RESTORATION:CREATED TWO MILES OF SHADED FUEL BREAKS AND CONVERTED 5,000 TONS OF DEAD AND DYING TREES INTO BIOCHAR AND CHARCOAL LED REGIONAL STUDY OF WOODY BIOMASS AND PILOTED INNOVATIVE TREATMENT TECHNOLOGIES, SHARING RESULTS WITH REGIONAL PARTNERS AND STATEWIDE DECISION-MAKERS- DEEPENED PARTNERSHIP WITH AMAH MUTSUN LAND TRUST TO IDENTIFY, COLLECT, AND CULTIVATE CULTURALLY SIGNIFICANT PLANTS- OPENED 7.3 MILES OF NEW TRAILS IN PARTNERSHIP WITH LAND TRUST OF SANTA CRUZ COUNTY- COMPLETED IMPROVEMENTS ON MORE THAN 3 MILES OF DAMAGED ROAD, CURBING EROSION IN THE MOST CRITICAL WATERSHED FOR CENTRAL COAST COHO SALMONINITIATED NEW AGRICULTURAL LEASE ON PEBBLE BEACH FARMS IN SAN MATEO COUNTY ENCOMPASSING OVER 80 ACRES OF FORMERLY FALLOW COASTAL FARMLAND HELPED FARMERS GET BACK TO BUSINESS AFTER THE 2023 WINTER STORMS, REMOVING LARGE, DOWNED TREES; REPAIRING CORRALS, FENCING, AND ROOFS; CLEANING UP AFTER FLOODING; AND MORE;COMPLETED THE COYOTE VALLEY ROAD ECOLOGY STUDY WITH PARTNERS PATHWAYS FOR WILDLIFE AND THE SANTA CLARA VALLEY HABITAT AGENCY. THIS STUDY ASSESSED WILDLIFE MOVEMENT BETWEEN PROTECTED AREAS IN NORTH COYOTE VALLEY, PROVIDES RECOMMENDATIONS TO REDUCE WILDLIFE-VEHICLES COLLISIONS AND MAINTAIN OR ENHANCE HABITAT CONNECTIVITY;REINTRODUCTION OF BURROWING OWL ON POST-PROTECTED LAND IN PARTNERSHIP WITH TALON ECOLOGICAL RESEARCH GROUP, VALLEY HABITAT AGENCY, AND OPEN SPACE AUTHORITY;OPENED THE AUDREY EDNA CABIN AT ALPINE RANCH TO THE PUBLIC WITH FEES SUPPORTING MAINTENANCE AND PARTNER INITIATIVES LIKE SAN MATEO COUNTY HEALTH'S PARK RX PROGRAM.

    Expenses $4,633,263 · Grants $96,116 · Revenue $251,313

  • COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2023, THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND ENGAGEMENT PROGRAMS WHICH AIM TO GROW AND DIVERSIFY OUR COMMUNITY OF SUPPORTERS AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES AND UPDATES TO EXISTING CONTENT, WE DISTRIBUTED OVER 50 INFORMATIONAL PIECES SUCH AS GUIDES AND BLOG POSTS, HUNDREDS OF SOCIAL MEDIA POSTS (BOTH PAID AND ORGANIC), 3 ANNUAL MAGAZINES, AND NUMEROUS PRESS ANNOUNCEMENTS. WE ALSO INCREASED AWARENESS AND GENERATED NEW CONTACTS BY ADVERTISING WITH VARIOUS PUBLICATIONS, BOTH ONLINE AND OFF. OUR GATED GUIDES REQUIRE VIEWERS TO PROVIDE THEIR EMAIL ADDRESS AND ARE OUR MOST EFFECTIVE ... TOOL TO GENERATE NEW CONTACTS. AS A RESULT, WE ATTRACTED OVER 32,539 NEW COMMUNITY MEMBERS TO OUR DATABASE WHICH INCLUDES 193,000 CONTACTS. WE CONTINUED TO IMPLEMENT DIGITAL DONOR ACQUISITION CAMPAIGNS USING OUR CRM, SOCIAL MEDIA AND MARKETING AUTOMATION PLATFORMS TO RENEW EXISTING DONOR SUPPORT, CONVERT COMMUNITY MEMBERS INTO DONORS, AND DEEPEN ENGAGEMENT ACROSS OUR ENTIRE COMMUNITY. OUR AUGUST 2022 1,000 DONOR CHALLENGE CAMPAIGN GENERATED 1,359 GIFTS AND $188,848 IN REVENUE. SIMILARLY, OUR THREE YEAR-END DIGITAL CAMPAIGNS WHICH TOOK PLACE BETWEEN GIVING TUESDAY (THE FIRST TUESDAY AFTER THANKSGIVING) AND DECEMBER 31 GENERATED $1,478,550 IN REVENUE FROM 3,763 DONORS, WITH COMBINED REVENUE AND DONOR COUNTS UP 12% AND 9% RESPECTIVELY OVER FY22. DONOR SUPPORT REMAINED VERY STRONG THROUGH FISCAL YEAR END, WITH POST ACHIEVING ANNUAL OPERATING FUND REVENUE AND DONOR COUNTS OF $7.599 MILLION AND 9,904 RESPECTIVELY. COMMUNITY MEMBERS AND DONORS CONTINUED TO STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE PROVIDED A ROBUST SCHEDULE OF 96 EVENTS INCLUDING VIRTUAL, IN-PERSON EVENTS IN FORMATS BOTH LARGE AND SMALL. IN A POST-COVID ERA, WE WERE ABLE TO FULLY REALIZE A SCHEDULE OF AMBASSADOR-LED HIKES, DELIVERING 4-5 IN PERSON HIKES PER MONTH OPEN TO ALL MEMBERS OF THE COMMUNITY. DURING THIS FISCAL YEAR WE ALSO LAUNCHED AFFINITY GROUP EVENTS, MEANT TO SERVE COMMUNITY MEMBERS OF UNDERREPRESENTED IDENTITIES INCLUDING SPECIFIC CULTURAL GROUPS, WOMEN, AND MEMBERS OF THE LGBTQ+ COMMUNITY. IN TOTAL, OVER 8,386 PEOPLE REGISTERED FOR OUR EVENTS WITH 4,166 PEOPLE ATTENDING, 35.6% OF WHOM WERE NEW TO OUR LIST. WE HAVE CONTINUED TO RUN A ROBUST SUITE OF DIGITAL AD CAMPAIGNS THAT INCLUDE THE FIND YOUR PLACE CAMPAIGN WHICH AIMS TO BROADEN AND DIVERSIFY OUR AUDIENCE OF SUPPORT. THIS IS SUPPLEMENTED BY ORGANIC AND PAID SOCIAL POSTING. THE FIND YOUR PLACE CAMPAIGN DELIVERED 9,055 NEW CONTACTS TO OUR DATA BASE. OTHER PAID EFFORTS PROMOTING POST-CREATED CONTENT PRODUCED OVER 20,000 NEW NAMES TO OUR LIST, ROUGHLY TWO THIRDS OF ALL NEW CONTACTS. BY MORE TIGHTLY INTEGRATING POST CONTENT, EVENTS, AND FUNDRAISING WITH THE FIND YOUR PLACE ADVERTISING ENGINE, WE SAW IMPROVED TOP OF THE FUNNEL MARKETING PERFORMANCE. FROM JANUARY THROUGH MAY OF 2023, OUR AWARENESS PROGRAM THAT INCLUDES THE FIND YOUR PLACE CAMPAIGN ENABLED 6.5M IMPRESSIONS ACROSS A REACH OF 1.1M PEOPLE AND LINK CLICKS IN EXCESS OF 85,000. OUR INSTAGRAM FOLLOWING TOPPED 30,000 AT THE END OF FISCAL YEAR 2023. ADDITIONALLY, OUR ANNUAL WEBSITE TRAFFIC INCLUDED 580,000 ACTIVE USERS, OF WHICH ABOUT 454,000 WERE NEW, 720,000 SESSIONS AND ABOUT 1M VIEWS. POST PRODUCED AND DELIVERED TWO ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND ONE EDITION OF OUR ANNUAL IMPACT REPORT BOTH OF WHICH WERE DISTRIBUTED TO OVER 13,000 RECIPIENTS. ADDITIONALLY, POST PRODUCED A NUMBER OF MEDIA/NEWS STORIES IN SUPPORT OF OUR TRANSACTIONS WORK. THIS INCLUDED TWO ACQUISITION STORIES ESTRADA RANCH AND LAKESIDE RANCH, BOTH OF WHICH GENERATED FRONT PAGE COVERAGE IN THE SAN JOSE MERCURY NEWS. THE TRANSFER OF CLOVERDALE RANCH TO THE MIDPENINSULA OPEN SPACE DISTRICT ALSO GARNERED FRONT PAGE COVERAGE IN THE SAN FRANCISCO CHRONICLE, WHICH COVERED OUR AUDREY EDNA CABIN OPENING ON THE FRONT PAGE AS WELL. ALTOGETHER, OUR NEWS ANNOUNCEMENTS THROUGH THE YEAR PRODUCED ON AVERAGE 22 ARTICLES PER MONTH AND A POSSIBLE AUDIENCE REACH OF 102 MILLION. WE HAVE ALSO WORKED TO COORDINATE MESSAGING ON TRANSACTIONS TO TAKE PLACE IN FY 2024, IN ORDER TO GET IN FRONT OF VARIOUS MESSAGES AND STORIES AND ENSURE A POSITIVE VIEW OF THE POST BRAND AND IMPORTANCE OF OUR WORK IN THE MEDIA.

    Expenses $2,931,060 · Revenue $340

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SUZANNE SULLIVAN

    CHAIR & DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • RAJESH MASHRUWALA

    VICE CHAIR & DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • ANDREW BOSWORTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DENNIS DEBROECK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SEAN DEMPSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROD FERGUSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • WENDE HUTTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JENNIFER LYNCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ALISA MACAVOY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MATT MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANJAY VASWANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EMERICK WOODS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN YEAGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KALLE DAHL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL SIMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANHI SINGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE TSAI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRAD O'BRIEN

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • WALTER T MOORE

    PRESIDENT

    Total calculated
    $441,000
    From this org
    $367,707
    From related orgs
    $0
    Other
    $73,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,615
    Bonus
    $7,128
    Other
    $12,964
    Deferred
    $26,784
    Nontaxable benefits
    $46,509
    Filer's total
    $441,000

  • MARK STEVENS

    TREASURER & CFO/COO

    Total calculated
    $340,958
    From this org
    $282,550
    From related orgs
    $0
    Other
    $58,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,264
    Bonus
    $5,573
    Other
    $713
    Deferred
    $23,253
    Nontaxable benefits
    $35,155
    Filer's total
    $340,958

  • MARTHA TEDESCO

    CHIEF MARKETING OFFICER

    Total calculated
    $305,209
    From this org
    $237,946
    From related orgs
    $0
    Other
    $67,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,367
    Bonus
    $4,866
    Other
    $713
    Deferred
    $20,164
    Nontaxable benefits
    $47,099
    Filer's total
    $305,209

  • NOELLE CHAMBERS

    VP OF CONSERVATION

    Total calculated
    $257,478
    From this org
    $229,416
    From related orgs
    $0
    Other
    $28,062
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,254
    Bonus
    $0
    Other
    $162
    Deferred
    $18,387
    Nontaxable benefits
    $9,675
    Filer's total
    $257,478

  • GORDON CLARK

    VP OF DEVELOPMENT

    Total calculated
    $282,187
    From this org
    $236,409
    From related orgs
    $0
    Other
    $45,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,491
    Bonus
    $0
    Other
    $9,918
    Deferred
    $18,855
    Nontaxable benefits
    $26,923
    Filer's total
    $282,187

  • DIANE CORDOVA

    CHIEF TALENT OFFICER

    Total calculated
    $275,576
    From this org
    $218,399
    From related orgs
    $0
    Other
    $57,177
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,162
    Bonus
    $4,024
    Other
    $21,213
    Deferred
    $16,967
    Nontaxable benefits
    $40,210
    Filer's total
    $275,576

  • JUSTIN ELIOT

    DIRECTOR OF FINANCE

    Total calculated
    $214,344
    From this org
    $198,578
    From related orgs
    $0
    Other
    $15,766
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,600
    Bonus
    $3,816
    Other
    $162
    Deferred
    $15,766
    Nontaxable benefits
    $0
    Filer's total
    $214,344

  • PATRICK MARSHALL

    GENERAL COUNSEL

    Total calculated
    $213,939
    From this org
    $182,560
    From related orgs
    $0
    Other
    $31,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,188
    Bonus
    $0
    Other
    $1,372
    Deferred
    $13,859
    Nontaxable benefits
    $17,520
    Filer's total
    $213,939

  • JEANINE CRIDER

    DIRECTOR OF PLANNED GIVING

    Total calculated
    $199,988
    From this org
    $167,104
    From related orgs
    $0
    Other
    $32,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,571
    Bonus
    $3,425
    Other
    $108
    Deferred
    $12,768
    Nontaxable benefits
    $20,116
    Filer's total
    $199,988

  • OLIVIA WHITE LOPEZ

    DIRECTOR OF DIVERSITY EQUITY AND INCLUSION

    Total calculated
    $177,911
    From this org
    $165,314
    From related orgs
    $0
    Other
    $12,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,217
    Bonus
    $0
    Other
    $97
    Deferred
    $4,599
    Nontaxable benefits
    $7,998
    Filer's total
    $177,911

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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)

PART I, LINE 1A
POST HAS A WELLNESS REIMBURSEMENT PROGRAM WHICH PROVIDES REIMBURSEMENT OF GYM MEMBERSHIPS. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
202431359349307218

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

The source document this was parsed from is served over the API, which is where bulk and document access live.