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← AMERICAN BANKERS ASSOCIATION COMMUNITY ENGAGEMENT FOUNDATION

Form 990 for tax year 2022

Filed by AMERICAN BANKERS ASSOCIATION COMMUNITY ENGAGEMENT FOUNDATION.

Totals

Total revenue
$1,039,797
Total expenses
$1,334,969
Contributions and grants received
$536,903
Grants paid
$523,550
Program service revenue
$325,000
Investment income
$177,894
Other revenue
$0
Total assets, end of year
$8,447,608
Total liabilities, end of year
$302,016
Net assets or fund balances, end of year
$8,145,592
Program services expenses (Part IX)
$1,024,746
Management and general expenses
$310,223
Fundraising expenses
$0
Program service expenses (Part III)
$1,024,746

Program services were 76.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JANET GARUFIS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DARLENE GOINS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANGIE GARCIA-LATHROP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CANDICE CAMBRIDGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CARISSA RODEHEAVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • COURTNEY HODAPP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVE HANRAHAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE J HOWARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN LURIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL E GROVE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE THORNHILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETER GWALTNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LOUISE WALKER

    BOARD MEMBER UNTIL OCT 2022

    Total calculated
    $0
    Hours/week
    1

  • EVELYN F SMALLS

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • PETER COOK

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $769,172
    From this org
    $0
    From related orgs
    $710,403
    Other
    $58,769
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,101 related
    Bonus
    $0 + $91,357 related
    Other
    $0 + $165,945 related
    Deferred
    $0 + $34,642 related
    Nontaxable benefits
    $0 + $24,127 related
    Filer's total
    $0 + $769,172 related

  • KARIN PETERSEN FLYNN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $751,774
    From this org
    $0
    From related orgs
    $648,376
    Other
    $103,398
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,625 related
    Bonus
    $0 + $148,000 related
    Other
    $0 + $11,751 related
    Deferred
    $0 + $77,148 related
    Nontaxable benefits
    $0 + $26,250 related
    Filer's total
    $0 + $751,774 related

  • JIM MOYE

    SVP & SENIOR COUNSEL, CONTRACTS SECRETARY

    Total calculated
    $319,474
    From this org
    $0
    From related orgs
    $276,949
    Other
    $42,525
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,365 related
    Bonus
    $0 + $21,018 related
    Other
    $0 + $3,566 related
    Deferred
    $0 + $33,126 related
    Nontaxable benefits
    $0 + $9,399 related
    Filer's total
    $0 + $319,474 related

  • LIA FORDJOUR

    SVP, PLANNING & REPORTING, TREASURER

    Total calculated
    $266,619
    From this org
    $0
    From related orgs
    $241,722
    Other
    $24,897
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,437 related
    Bonus
    $0 + $12,800 related
    Other
    $0 + $2,485 related
    Deferred
    $0 + $24,684 related
    Nontaxable benefits
    $0 + $213 related
    Filer's total
    $0 + $266,619 related

  • JILL GOLDMAN

    SECRETARY/VP & SR COUNSEL THRU 09/22

    Total calculated
    $206,349
    From this org
    $0
    From related orgs
    $177,655
    Other
    $28,694
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,169 related
    Bonus
    $0 + $50 related
    Other
    $0 + $14,436 related
    Deferred
    $0 + $21,548 related
    Nontaxable benefits
    $0 + $7,146 related
    Filer's total
    $0 + $206,349 related

  • LINDSAY TORRICO

    SVP, EXECUTIVE DIRECTOR

    Total calculated
    $117,453
    From this org
    $0
    From related orgs
    $107,846
    Other
    $9,607
    Hours/week
    3.75 + 33.75 related

  • SAMUEL KUNJAKUNJA

    VP CONSUMER EDUCATION

    Total calculated
    $169,668
    From this org
    $0
    From related orgs
    $150,443
    Other
    $19,225
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $0 + $136,300 related
    Bonus
    $0 + $11,770 related
    Other
    $0 + $2,373 related
    Deferred
    $0 + $17,912 related
    Nontaxable benefits
    $0 + $1,313 related
    Filer's total
    $0 + $169,668 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 4B
THE AMERICAN BANKERS ASSOCIATION, A RELATED ORGANIZATION, PROVIDES NON-QUALIFIED RETIREMENT BENEFITS TO THE EXECUTIVE LEADERSHIP DESIGNED AS BENEFIT RESTORATION. KARIN PETERSEN FLYNN PARTICIPATED IN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN WITH ACCRUED PRESENT VALUE ESTIMATED BENEFITS FOR THE YEAR: $40,548.

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

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
12 July 2024
IRS schema version
2022v5.0
Source object
202411949349301521

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