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Nonprofiteer
← PIEDMONT LIABILITY TRUST

Form 990 for tax year 2023

Filed by PIEDMONT LIABILITY TRUST.

Totals

Total revenue
$11,639,538
Total expenses
$4,330,011
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$2,523,867
Management and general expenses
$1,806,144
Fundraising expenses
$0
Program service expenses (Part III)
$2,523,867

Program services were 58.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES W HOWELL JD

    DIRECTOR/VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MARK E SHAFFREY MD

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • SCOTT A SYVERUD MD

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ANDREW SOUTHERLAND MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER A MOSKALUK MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER P HOLSTEGE MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DONALD R MORIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • J SCOTT JUST MD MBA FACEP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES E SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES M LARNER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARGARET TRACCI MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MEGAN J BRAY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MITCHELL H ROSNER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PAOLA A GEHRIG MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PETER T HALLOWELL MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN S PARK MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRUCE D GEHLE JD

    CEO starting 7/1/23

    Total calculated
    $670,933
    From this org
    $629,553
    From related orgs
    $0
    Other
    $41,380
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $545,898
    Bonus
    $75,000
    Other
    $8,655
    Deferred
    $30,150
    Nontaxable benefits
    $11,230
    Filer's total
    $670,933

  • RICHARD O WHITE

    COO & General Counsel

    Total calculated
    $325,386
    From this org
    $291,892
    From related orgs
    $0
    Other
    $33,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,600
    Bonus
    $25,000
    Other
    $1,292
    Deferred
    $25,875
    Nontaxable benefits
    $7,619
    Filer's total
    $325,386

  • LANCE D FRASIER

    MANAGER OF FINANCE & OPERATIONS

    Total calculated
    $258,285
    From this org
    $230,259
    From related orgs
    $0
    Other
    $28,026
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,000
    Bonus
    $20,000
    Other
    $259
    Deferred
    $20,700
    Nontaxable benefits
    $7,326
    Filer's total
    $258,285

  • Rachel DG Horvath JD

    Claims & Litigation Counsel

    Total calculated
    $165,599
    From this org
    $155,295
    From related orgs
    $0
    Other
    $10,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,214
    Bonus
    $5,000
    Other
    $81
    Deferred
    $4,500
    Nontaxable benefits
    $5,804
    Filer's total
    $165,599

  • REBECCA W WEST JD ESQ

    CEO THRU 6/30/23

    Total calculated
    $614,620
    From this org
    $607,495
    From related orgs
    $0
    Other
    $7,125
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $458,980
    Bonus
    $136,000
    Other
    $12,515
    Deferred
    $0
    Nontaxable benefits
    $7,125
    Filer's total
    $614,620

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

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

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

No itemized grants to organizations 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
19 February 2025
IRS schema version
2023v6.0
Source object
202500509349300840

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