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← SCOTT & WHITE FOUNDATION BRENHAM

Form 990 for tax year 2022

Filed by SCOTT & WHITE FOUNDATION BRENHAM.

Totals

Total revenue
$330,072
Total expenses
$1,123,807
Contributions and grants received
$194,695
Grants paid
$1,120,532
Program services expenses (Part IX)
$1,122,145
Management and general expenses
$1,662
Fundraising expenses
$0
Program service expenses (Part III)
$1,122,145

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Cathy Cole

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Travis Fleetwood

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Wayne Giese

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stephen T James

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Derrell Krebs

    Trustee/Sec/Treas

    Total calculated
    $0
    Hours/week
    1

  • C Eugene Lake

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    1

  • Charlotte LaRoche

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Beth Dippel Masser

    Trustee/Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Betsy Barnhill Newman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Matt Pennybacker

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bob Schmidt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joel Schretenthaler

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James R Schroeder

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ray Weiss

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Amy Martin

    VP CFO

    Total calculated
    $445,899
    From this org
    $0
    From related orgs
    $373,384
    Other
    $72,515
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,080 related
    Bonus
    $0 + $89,366 related
    Other
    $0 + $24,938 related
    Deferred
    $0 + $45,094 related
    Nontaxable benefits
    $0 + $27,421 related
    Filer's total
    $0 + $445,899 related

  • Lori Luppino

    President/CEO

    Total calculated
    $193,767
    From this org
    $0
    From related orgs
    $174,654
    Other
    $19,113
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,886 related
    Bonus
    $0 + $18,074 related
    Other
    $0 + $694 related
    Deferred
    $0 + $6,843 related
    Nontaxable benefits
    $0 + $12,270 related
    Filer's total
    $0 + $193,767 related

  • Jana Sharpley

    Former Officer

    Total calculated
    $461,933
    From this org
    $0
    From related orgs
    $460,145
    Other
    $1,788
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $12,763 related
    Bonus
    $0
    Other
    $0 + $447,382 related
    Deferred
    $0 + $965 related
    Nontaxable benefits
    $0 + $823 related
    Filer's total
    $0 + $461,933 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, Lines 4a-b
Severance or Change of Control Payments: Jana Sharpley received a severance payment from a related organization in the amount of $446,670. Supplemental Nonqualified Retirement Plan: In order to recruit and retain key talent, BSW Holdings and certain tax exempt affiliates (BSWH) offers a supplemental non-qualified retirement plan to eligible employees. The plan provides an annual benefit (based on a percentage of compensation) to the employee that is paid to the employee on a future date upon vesting in the plan. The following individual(s) participated in and/or received payments (noted in parenthesis) from BSWH's supplemental non-qualified retirement plan during the tax year: Amy Martin and Jana Sharpley.
Form 990, Schedule J, Part III
Supplemental Information: Governing Body Compensation The members of the governing body serve on a voluntary basis and receive no cash compensation from the organization for these duties as a member of the governing body. Some, but not all, members may have received modest benefits incident to their service on the board and/or multiple board committees or received compensation as an employee of a related organization.

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
10 May 2024
IRS schema version
2022v5.0
Source object
202431349349302228

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