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Nonprofiteer
← UMRC FOUNDATION INC

Form 990 for tax year 2022

Filed by UMRC FOUNDATION INC.

Totals

Total revenue
$9,597,032
Total expenses
$4,332,617
Contributions and grants received
$6,979,082
Grants paid
$2,163,404
Program service revenue
$0
Investment income
$2,655,687
Other revenue
-$37,737
Total assets, end of year
$59,446,851
Total liabilities, end of year
$413,551
Net assets or fund balances, end of year
$59,033,300
Program services expenses (Part IX)
$2,170,442
Management and general expenses
$602,336
Fundraising expenses
$1,559,839
Program service expenses (Part III)
$2,170,442

Program services were 50.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVE FETYKO

    FOUNDATION CEO

    Total calculated
    $543,107
    From this org
    $0
    From related orgs
    $511,229
    Other
    $31,878
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,229 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $16,628 related
    Filer's total
    $0 + $543,107 related

  • KAREN ANDREWS

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • REEZIE DEVET

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JEFF WILLIAMS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DAVE FRESCOLN

    TREASURER - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • TINA FRESCOLN

    SECRETARY - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • MARY LEE PENNEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SALLY ANDREATTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IRFAN BHABHRAWALA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICH CHANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS EDGAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILL EPPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN HAGENBUSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA HOHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELODY JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE SARNS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIM SCHAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM SMALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDY STRATMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACKIE TAYLOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM HOPPE

    BRIO CFO

    Total calculated
    $323,909
    From this org
    $0
    From related orgs
    $294,982
    Other
    $28,927
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,482 related
    Bonus
    $0 + $7,500 related
    Other
    $0
    Deferred
    $0 + $12,596 related
    Nontaxable benefits
    $0 + $16,331 related
    Filer's total
    $0 + $323,909 related

  • WENDY BRIGHTMAN

    FOUNDATION PRESIDENT - PART YEAR

    Total calculated
    $321,014
    From this org
    $0
    From related orgs
    $295,323
    Other
    $25,691
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $269,823 related
    Bonus
    $0 + $25,500 related
    Other
    $0
    Deferred
    $0 + $13,352 related
    Nontaxable benefits
    $0 + $12,339 related
    Filer's total
    $0 + $321,014 related

  • LISA FRENCH

    SENIOR DIR. OF COMMUNICATIONS

    Total calculated
    $146,598
    From this org
    $128,905
    From related orgs
    $0
    Other
    $17,693
    Hours/week
    40

  • KAREN OWEN

    DIRECTOR OF DONOR RELATIONS

    Total calculated
    $144,439
    From this org
    $122,875
    From related orgs
    $0
    Other
    $21,564
    Hours/week
    40

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

None.

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 3
THE CEO WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE PRESIDENT OF THE FILING ORGANIZATION: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
27 March 2024
IRS schema version
2022v5.0
Source object
202401229349302060

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

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