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← DAVE THOMAS FOUNDATION FOR ADOPTION

Form 990 for tax year 2023

Filed by DAVE THOMAS FOUNDATION FOR ADOPTION.

Totals

Total revenue
$56,121,707
Total expenses
$44,555,925
Contributions and grants received
$51,321,470
Grants paid
$26,671,479
Program services expenses (Part IX)
$37,173,005
Management and general expenses
$3,300,257
Fundraising expenses
$4,082,663
Program service expenses (Part III)
$37,173,005

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RITA L SORONEN

    PRESIDENT & CEO

    Total calculated
    $500,343
    From this org
    $479,248
    From related orgs
    $0
    Other
    $21,095
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $377,918
    Bonus
    $91,000
    Other
    $10,330
    Deferred
    $14,423
    Nontaxable benefits
    $6,672
    Filer's total
    $500,343

  • ROBERT GEEN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • DEEPAK AJMANI

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TODD PENEGOR

    TREASURER (EXITED 02/24)

    Total calculated
    $0
    Hours/week
    1

  • MIKE O'MALLEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RICHARD KRUMHOLZ TRUSTEE

    (THRU 1/24), TREASURER (EFF. 1/24)

    Total calculated
    $0
    Hours/week
    1

  • JULIE BIESZCZAT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAURA BUTRICO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC DALY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAMELA FARBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JELANI FREEMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KRIS KAFFENBARGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JHONNY MERCADO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BLAIR MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SCOTT MOESCHBERGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WENDY THOMAS MORSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SEAN NIKLAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M COLEY O'BRIEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TERRY STIGDON

    TRUSTEE (ENTERED 01/24)

    Total calculated
    $0
    Hours/week
    1

  • PETE SUERKEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL WELCH

    TRUSTEE (ENTERED 01/24)

    Total calculated
    $0
    Hours/week
    1

  • TAMIKA WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MIKE ZAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC SPIRES

    SENIOR VP, CFO

    Total calculated
    $215,952
    From this org
    $188,697
    From related orgs
    $0
    Other
    $27,255
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,655
    Bonus
    $15,000
    Other
    $42
    Deferred
    $6,546
    Nontaxable benefits
    $20,709
    Filer's total
    $215,952

  • JILL CRUMBACHER

    SVP, MARKETING & DEVELOPMENT

    Total calculated
    $247,632
    From this org
    $212,198
    From related orgs
    $0
    Other
    $35,434
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,838
    Bonus
    $15,000
    Other
    $360
    Deferred
    $10,007
    Nontaxable benefits
    $25,427
    Filer's total
    $247,632

  • JENNIFER JUSTICE

    SVP, STRATEGIC PROGRAM DEVELOPMENT

    Total calculated
    $244,387
    From this org
    $213,552
    From related orgs
    $0
    Other
    $30,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,000
    Bonus
    $15,000
    Other
    $552
    Deferred
    $10,056
    Nontaxable benefits
    $20,779
    Filer's total
    $244,387

  • DAVID FRISSORA

    SVP, BUSINESS DEVELOPMENT

    Total calculated
    $237,598
    From this org
    $200,023
    From related orgs
    $0
    Other
    $37,575
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,471
    Bonus
    $15,000
    Other
    $552
    Deferred
    $9,488
    Nontaxable benefits
    $28,087
    Filer's total
    $237,598

  • MELINDA HAGGERTY

    SVP & GENERAL COUNSEL

    Total calculated
    $234,321
    From this org
    $197,869
    From related orgs
    $0
    Other
    $36,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,653
    Bonus
    $15,000
    Other
    $216
    Deferred
    $9,648
    Nontaxable benefits
    $26,804
    Filer's total
    $234,321

  • JULIANNE NICHOLS

    VP, MARKETING & COMMUNICATIONS

    Total calculated
    $171,161
    From this org
    $145,196
    From related orgs
    $0
    Other
    $25,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,627
    Bonus
    $5,500
    Other
    $69
    Deferred
    $7,076
    Nontaxable benefits
    $18,889
    Filer's total
    $171,161

  • ANDREA GLASS

    VP, PROGRAMS

    Total calculated
    $155,315
    From this org
    $131,621
    From related orgs
    $0
    Other
    $23,694
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,972
    Bonus
    $5,500
    Other
    $149
    Deferred
    $5,771
    Nontaxable benefits
    $17,923
    Filer's total
    $155,315

  • DEAN BRING

    VP, DEVELOPMENT

    Total calculated
    $161,489
    From this org
    $132,801
    From related orgs
    $0
    Other
    $28,688
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,255
    Bonus
    $5,500
    Other
    $46
    Deferred
    $6,528
    Nontaxable benefits
    $22,160
    Filer's total
    $161,489

  • ANGELA MARSHALL

    DIRECTOR, WENDY'S WONDERFUL KIDS

    Total calculated
    $142,278
    From this org
    $118,767
    From related orgs
    $0
    Other
    $23,511
    Hours/week
    40

  • MELISSA ECK

    SENIOR DIRECTOR, DATA

    Total calculated
    $132,316
    From this org
    $109,955
    From related orgs
    $0
    Other
    $22,361
    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 — 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 · 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ESTABLISHING COMPENSATION FOR THE FOUNDATION'S CEO; THE FULL BOARD IS RESPONSIBLE FOR APPROVAL. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION OF THE PRESIDENT & CEO BASED UPON PRIOR YEAR PERFORMANCE AND DATA COMPARING SIMILAR ORGANIZATIONS, REGION OF THE COUNTRY AND BUDGET CAPACITY.
PART I, LINE 4
THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES REVIEWS AND APPROVES THE ANNUAL BUDGET THAT INCLUDES BUDGETED INCREASES FOR THE REMAINDER OF THE STAFF. THE PRESIDENT & CEO THEN DETERMINES, WITHIN THE PARAMETERS SET BY THE BOARD, WHAT THE INDIVIDUAL SALARIES OF THE STAFF WILL BE, INCLUDING INCREASED COMPENSATION BASED ON COST OF LIVING, MERIT, AND/OR POSITION AMENDMENTS.
PART I, LINE 7
THE PRESIDENT & CEO RECEIVED A BONUS OF $91,000. THE SENIOR VP & CFO RECEIVED A BONUS OF $15,000. THE SENIOR VP OF MARKETING & DEVELOPMENT RECEIVED A BONUS OF $15,000. THE SENIOR VP OF BUSINESS DEVELOPMENT RECEIVED A BONUS OF $15,000. THE SENIOR VP AND GENERAL COUNSEL RECEIVED A BONUS OF $15,000. THE SENIOR VP AND CFO RECEIVED A BONUS OF $15,000. THE VP OF MARKETING AND COMMUNICATIONS RECEIVED A BONUS OF $5,500. THE SENIOR DIRECTOR OF PARTNERSHIPS RECEIVED A BONUS OF $5,500. THE VP OF PROGRAMS RECEIVED A BONUS OF $5,500.

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.

  • DAVE THOMAS FOUNDATION FOR ADOPTION CANADA

    501(C)(3) · ADOPTION · CA · controlled entity

    Directly controlled by DAVE THOMAS FOUNDATION FOR ADOPTION

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349307841

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

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