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Nonprofiteer
← NCR OF WHITEHALL HOUSING DEVELOPMENT FUND CO INC

Form 990 for tax year 2023

Filed by NCR OF WHITEHALL HOUSING DEVELOPMENT FUND CO INC.

Totals

Total revenue
$462,512
Total expenses
$398,315
Contributions and grants received
$292,647
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$350,658
Management and general expenses
$47,657
Fundraising expenses
$0
Program service expenses (Part III)
$350,658

Program services were 88.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT MALONEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • VIRGINIA BARNEY

    DIRECTOR (THROUGH 12/31/23)

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • TINGTING LI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • GREG COMFORT

    DIRECTOR (EFFECTIVE 01/01/24)

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • ROBERT S WALTER

    VICE PRESIDENT

    Total calculated
    $553,033
    From this org
    $0
    From related orgs
    $515,933
    Other
    $37,100
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,647 related
    Bonus
    $0 + $125,926 related
    Other
    $0 + $6,360 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $17,300 related
    Filer's total
    $0 + $553,033 related

  • MATTHEW D RULE

    PRESIDENT

    Total calculated
    $525,229
    From this org
    $0
    From related orgs
    $478,828
    Other
    $46,401
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,692 related
    Bonus
    $0 + $124,600 related
    Other
    $0 + $1,536 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $13,401 related
    Filer's total
    $0 + $525,229 related

  • JULIE M WOOLLEY

    SECRETARY

    Total calculated
    $440,716
    From this org
    $0
    From related orgs
    $412,343
    Other
    $28,373
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,883 related
    Bonus
    $0 + $107,100 related
    Other
    $0 + $2,360 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $1,973 related
    Filer's total
    $0 + $440,716 related

  • SONYA BROWN

    VICE PRESIDENT

    Total calculated
    $432,573
    From this org
    $0
    From related orgs
    $389,117
    Other
    $43,456
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,172 related
    Bonus
    $0 + $84,000 related
    Other
    $0 + $1,945 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $10,456 related
    Filer's total
    $0 + $432,573 related

  • ERIC WALKER

    VICE PRESIDENT

    Total calculated
    $296,808
    From this org
    $0
    From related orgs
    $258,594
    Other
    $38,214
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,782 related
    Bonus
    $0 + $52,530 related
    Other
    $0 + $282 related
    Deferred
    $0 + $25,831 related
    Nontaxable benefits
    $0 + $12,383 related
    Filer's total
    $0 + $296,808 related

  • JILL KOLB

    TREASURER

    Total calculated
    $286,273
    From this org
    $0
    From related orgs
    $243,823
    Other
    $42,450
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,706 related
    Bonus
    $0 + $35,833 related
    Other
    $0 + $284 related
    Deferred
    $0 + $24,354 related
    Nontaxable benefits
    $0 + $18,096 related
    Filer's total
    $0 + $286,273 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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:
NATIONAL CHURCH RESIDENCES, A RELATED ORGANIZATION, ESTABLISHES THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. THE FOLLOWING METHODS WERE USED BY NATIONAL CHURCH RESIDENCES TO ESTABLISH COMPENSATION LEVELS: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B:
DURING THE CURRENT YEAR, NATIONAL CHURCH RESIDENCES, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990: ROBERT WALTER: $6,941 MATTHEW D. RULE: $19,739 JULIE M. WOOLLEY: $4,063 SONYA M. BROWN: $13,732 ERIC WALKER: $10,366 JILL KOLB: $6,323 THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN IS AVAILABLE TO KEY EMPLOYEES OF THE ORGANIZATION, AS DEFINED BY THE ORGANIZATION AND NOT PART VII OF THE FORM 990. THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN WILL VEST UPON TRIGGERING SEVERANCE WITH THE ORGANIZATION. TRIGGERING SEVERANCE, AS DEFINED IN THE PLAN DOCUMENT, MEANS A PARTICIPANT'S SEVERANCE OF SERVICE, (1) AT ANY TIME ON OR AFTER THE PARTICIPANT'S ENTITLEMENT DATE OR (2) IF EARLIER, (A) BECAUSE OF DEATH OR DISABILITY, (B) BY THE EMPLOYER FOR REASONS OTHER THAN CAUSE, OR (C) BY THE PARTICIPANT FOR GOOD REASON. FOR THIS PURPOSE, SEVERANCE OF SERVICE SHALL BE CONSTRUED CONSISTENTLY WITH THE DEFINITION OF SEPARATION OF SERVICE UNDER CODE SECTION 409A.

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
20 November 2024
IRS schema version
2023v5.1
Source object
202413309349300611

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