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Nonprofiteer
← RODALE INSTITUTE

Form 990 for tax year 2023

Filed by RODALE INSTITUTE.

Totals

Total revenue
$18,595,090
Total expenses
$14,708,463
Contributions and grants received
$16,800,371
Grants paid
$1,493,603
Program service revenue
$0
Investment income
$1,236,207
Other revenue
$558,512
Total assets, end of year
$54,361,063
Total liabilities, end of year
$3,536,649
Net assets or fund balances, end of year
$50,824,414
Program services expenses (Part IX)
$11,638,396
Management and general expenses
$1,708,296
Fundraising expenses
$1,361,771
Program service expenses (Part III)
$11,638,396

Program services were 79.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARIA RODALE

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERTA LANG

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NICOLE E TAYLOR

    RECORDING SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CHRIS ELY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PEDRO LANDA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIK OBERHOLTZER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ESTHER PARK HALLAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER SHERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LOREN SPEZIALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER TAYLOR PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAM TAYLOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF MOYER

    CEO (TIL MARCH 2023)

    Total calculated
    $190,000
    From this org
    $184,738
    From related orgs
    $0
    Other
    $5,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,738
    Bonus
    $0
    Other
    $0
    Deferred
    $5,262
    Nontaxable benefits
    $0
    Filer's total
    $190,000

  • JEFF TKACH

    CEO (EFF APRIL 2023)

    Total calculated
    $224,335
    From this org
    $196,976
    From related orgs
    $0
    Other
    $27,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,976
    Bonus
    $0
    Other
    $0
    Deferred
    $11,085
    Nontaxable benefits
    $16,274
    Filer's total
    $224,335

  • MARK KOIDE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALISON GRANTHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW GRAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELAINE MACBETH

    CHIEF FINANCIAL OFFICER

    Total calculated
    $187,328
    From this org
    $156,496
    From related orgs
    $0
    Other
    $30,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,496
    Bonus
    $0
    Other
    $0
    Deferred
    $9,559
    Nontaxable benefits
    $21,273
    Filer's total
    $187,328

  • ANNIE BROWN

    VP OF DEVELOPMENT

    Total calculated
    $144,190
    From this org
    $115,732
    From related orgs
    $0
    Other
    $28,458
    Hours/week
    40

  • ANDREW SMITH

    CHIEF OPERATING OFFICER

    Total calculated
    $178,419
    From this org
    $148,188
    From related orgs
    $0
    Other
    $30,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,188
    Bonus
    $0
    Other
    $0
    Deferred
    $8,958
    Nontaxable benefits
    $21,273
    Filer's total
    $178,419

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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 PROCESS FOR DETERMINING OFFICER COMPENSATION IS HANDLED BY THE ORGANIZATION'S CO-CHAIRS AND INCLUDES COMPARISONS WITH PEER ORGANIZATIONS' COMPENSATION PROGRAMS, REVIEW OF SALARY SURVEYS, ESTABLISHMENT AND EVALUATION OF PERFORMANCE GOALS, AND BOARD OF DIRECTORS' APPROVAL.

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

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.

  • BENEFICIAL INTEREST IN PERPETUAL TRUST (1)

    T · PASSIVE INVESTMENTS · PA · 100% owned · share of income $17,825 · share of assets $561,550 · controlled entity

    Directly controlled by RODALE INSTITUTE

Provenance

Return type
form_990
Tax year
2023
Filed
4 September 2024
IRS schema version
2023v5.1
Source object
202442489349300424

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