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Nonprofiteer
← GREEN RIBBON LEGACY INC

Form 990 for tax year 2023

Filed by GREEN RIBBON LEGACY INC.

Totals

Total revenue
$2,013,979
Total expenses
$173,658
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$2,013,979
Other revenue
$0
Total assets, end of year
$76,147,332
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$76,147,332
Program services expenses (Part IX)
$0
Management and general expenses
$173,658
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • A MICHAEL BORKON

    DIRECTOR

    Total calculated
    $1,400
    From this org
    $0
    From related orgs
    $1,400
    Other
    $0
    Hours/week
    1 + 1 related

  • BARBARA MACARTHUR

    DIRECTOR

    Total calculated
    $2,100
    From this org
    $0
    From related orgs
    $2,100
    Other
    $0
    Hours/week
    1 + 1 related

  • BRAD WARADY

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    1 + 1 related

  • CAROLE FRIEBERGER-O'KEEFE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID THEIS

    DIRECTOR

    Total calculated
    $1,700
    From this org
    $0
    From related orgs
    $1,700
    Other
    $0
    Hours/week
    1 + 1 related

  • GARY DUNCAN LFACHE

    DIRECTOR

    Total calculated
    $1,900
    From this org
    $0
    From related orgs
    $1,900
    Other
    $0
    Hours/week
    1 + 1 related

  • KEVIN DISHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL DUNAWAY

    DIRECTOR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1 + 1 related

  • RICHARD MUTHER

    DIRECTOR

    Total calculated
    $1,300
    From this org
    $0
    From related orgs
    $1,300
    Other
    $0
    Hours/week
    1 + 1 related

  • SAMEER BRAHMAVAR

    DIRECTOR

    Total calculated
    $1,600
    From this org
    $0
    From related orgs
    $1,600
    Other
    $0
    Hours/week
    1 + 1 related

  • SARAH OAKLEY

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    1 + 1 related

  • SEAN KUMER

    DIRECTOR

    Total calculated
    $1,900
    From this org
    $0
    From related orgs
    $1,900
    Other
    $0
    Hours/week
    1 + 1 related

  • STEVE REINTJES

    DIRECTOR

    Total calculated
    $1,400
    From this org
    $0
    From related orgs
    $1,400
    Other
    $0
    Hours/week
    1 + 1 related

  • STEVEN WHITT

    DIRECTOR

    Total calculated
    $2,400
    From this org
    $0
    From related orgs
    $2,400
    Other
    $0
    Hours/week
    1 + 1 related

  • THOMAS CROUCH

    DIRECTOR

    Total calculated
    $500
    From this org
    $0
    From related orgs
    $500
    Other
    $0
    Hours/week
    1 + 1 related

  • CHRISTENA HOUSTON

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $324,191
    From this org
    $0
    From related orgs
    $271,660
    Other
    $52,531
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,569 related
    Bonus
    $0 + $46,877 related
    Other
    $0 + $19,214 related
    Deferred
    $0 + $26,245 related
    Nontaxable benefits
    $0 + $26,286 related
    Filer's total
    $0 + $324,191 related

  • DANA TOTZKE

    CHIEF PEOPLE OFFICER

    Total calculated
    $318,064
    From this org
    $0
    From related orgs
    $260,025
    Other
    $58,039
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,385 related
    Bonus
    $0 + $43,380 related
    Other
    $0 + $18,260 related
    Deferred
    $0 + $25,211 related
    Nontaxable benefits
    $0 + $32,828 related
    Filer's total
    $0 + $318,064 related

  • JAN FINN

    PRESIDENT, CEO

    Total calculated
    $668,093
    From this org
    $0
    From related orgs
    $595,545
    Other
    $72,548
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,687 related
    Bonus
    $0 + $128,078 related
    Other
    $0 + $17,780 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $39,548 related
    Filer's total
    $0 + $668,093 related

  • LORI MARKHAM

    VICE-PRESIDENT, CHIEF CLINICAL OFFICER

    Total calculated
    $448,241
    From this org
    $0
    From related orgs
    $362,194
    Other
    $86,047
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,736 related
    Bonus
    $0 + $67,044 related
    Other
    $0 + $10,414 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $53,047 related
    Filer's total
    $0 + $448,241 related

  • SARAH OLAND

    CHIEF STAKEHOLDER ENGAGEMENT OFFICER

    Total calculated
    $329,625
    From this org
    $0
    From related orgs
    $266,969
    Other
    $62,656
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,550 related
    Bonus
    $0 + $46,605 related
    Other
    $0 + $24,814 related
    Deferred
    $0 + $26,225 related
    Nontaxable benefits
    $0 + $36,431 related
    Filer's total
    $0 + $329,625 related

  • TERRY SHAMBLES

    TREASURER, CFO

    Total calculated
    $363,515
    From this org
    $0
    From related orgs
    $297,129
    Other
    $66,386
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,190 related
    Bonus
    $0 + $50,165 related
    Other
    $0 + $10,774 related
    Deferred
    $0 + $29,240 related
    Nontaxable benefits
    $0 + $37,146 related
    Filer's total
    $0 + $363,515 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, 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

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT/CEO IS ESTABLISHED BY MIDWEST TRANSPLANT NETWORK, INC. (MTN), A RELATED 501(C)(3) ORGANIZATION. MTN USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY AND APPROVAL BY THE COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE PRESIDENT/CEO
Schedule J, Part I, Line 7 Non-fixed payments
NON-FIXED PAYMENTS INCLUDE THE FOLLOWING COMPENSATION: INCENTIVE BONUS - DISCRETIONARY COMPENSATION DETERMINED BY THE COMPENSATION COMMITTEE OF THE GOVERNING BOARD AND BASED ON INDIVIDUAL PERFORMANCE AND ORGANIZATION-WIDE GOALS.
Schedule J, Part II COMPENSATION PAID BY A RELATED ORGANIZATION
COMPENSATION FOR ALL OFFICERS IS PROVIDED BY MIDWEST TRANSPLANT NETWORK, INC., 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

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
2 October 2024
IRS schema version
2023v5.1
Source object
202442769349300729

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

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