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← FRIENDS OF SANTA ROSA FOUNDATION

Form 990 for tax year 2022

Filed by FRIENDS OF SANTA ROSA FOUNDATION.

Totals

Total revenue
$2,469,394
Total expenses
$1,820,276
Contributions and grants received
$2,186,121
Grants paid
$1,067,001
Program services expenses (Part IX)
$1,138,532
Management and general expenses
$2,151
Fundraising expenses
$679,593
Program service expenses (Part III)
$1,138,532

Program services were 62.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DEAN ALEXANDER

    Ex-officio (THRU 12/2021)

    Total calculated
    $1,398,870
    From this org
    $0
    From related orgs
    $925,611
    Other
    $473,259
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $383,286 related
    Bonus
    not reported
    Other
    not reported + $542,325 related
    Deferred
    not reported + $378,016 related
    Nontaxable benefits
    not reported + $95,243 related
    Filer's total
    not reported + $1,398,870 related

  • STEPHANIE PARKER

    CEO & EX-OFFIC.

    Total calculated
    $852,686
    From this org
    $0
    From related orgs
    $730,317
    Other
    $122,369
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $479,509 related
    Bonus
    not reported + $236,844 related
    Other
    not reported + $13,964 related
    Deferred
    not reported + $107,086 related
    Nontaxable benefits
    not reported + $15,283 related
    Filer's total
    not reported + $852,686 related

  • IAN THOMPSON JR MD

    EX-OFFICIO

    Total calculated
    $631,926
    From this org
    $0
    From related orgs
    $563,808
    Other
    $68,118
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    not reported + $377,411 related
    Bonus
    not reported + $133,093 related
    Other
    not reported + $53,304 related
    Deferred
    not reported + $57,480 related
    Nontaxable benefits
    not reported + $10,638 related
    Filer's total
    not reported + $631,926 related

  • TERRY KYLE

    EX-OFFICIO

    Total calculated
    $440,108
    From this org
    $0
    From related orgs
    $401,169
    Other
    $38,939
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    not reported + $294,191 related
    Bonus
    not reported + $106,328 related
    Other
    not reported + $650 related
    Deferred
    not reported + $32,700 related
    Nontaxable benefits
    not reported + $6,239 related
    Filer's total
    not reported + $440,108 related

  • Sister Germaine Corbin CCVI

    Board Secretary

    Total calculated
    $0
    Hours/week
    12

  • Kenneth McClure

    Vice Chair

    Total calculated
    $0
    Hours/week
    12

  • Mark Wittig

    Director

    Total calculated
    $0
    Hours/week
    12

  • Justin Sheedy

    Director (THRU 6/2023)

    Total calculated
    $0
    Hours/week
    12

  • Chad Jones

    Director (THRU 6/2023)

    Total calculated
    $0
    Hours/week
    12

  • Judy Rettinger

    Director

    Total calculated
    $0
    Hours/week
    12

  • Rene Escobedo

    Director/Chair

    Total calculated
    $0
    Hours/week
    12

  • Tim Musgrave

    Director/TREASURER

    Total calculated
    $0
    Hours/week
    12

  • CHRIS CHEEVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    12

  • RYAN BERG

    EXECUTIVE

    Total calculated
    $0
    Hours/week
    12

  • KARL HITTLE

    EXECUTIVE

    Total calculated
    $0
    Hours/week
    12

  • GREG KOWALSKI

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    12

  • STEVE D TAYLOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    12

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)

SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL ALSO SERVES CHRISTUS SANTA ROSA HEALTH CARE CORPORATION AND SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION. ALL COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING TOP MANAGEMENT OFFICIAL COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
FORM 990, SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RENTENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNING WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RENTENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. .
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART VII, 1A DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL.
SEVERANCE PAYMENTS
FORM 990, SCHEDULE J, PART I, QUESTION 4A THE FOLLOWING INDIVIDUAL(S) RECEIVED A SEVERANCE PAYMENT: DEAN ALEXANDER - $520,400

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
6 May 2024
IRS schema version
2022v5.0
Source object
202431299349302428

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