Skip to content
Nonprofiteer
← CLAREWOOD HOUSE CHARITABLE TR

Form 990 for tax year 2023

Filed by CLAREWOOD HOUSE CHARITABLE TR.

Totals

Total revenue
$443,537
Total expenses
$299,003
Contributions and grants received
$41,251
Grants paid
$236,021
Program service revenue
$0
Investment income
$402,286
Other revenue
$0
Total assets, end of year
$14,157,154
Total liabilities, end of year
$16,645
Net assets or fund balances, end of year
$14,140,509
Program services expenses (Part IX)
$236,021
Management and general expenses
$62,982
Fundraising expenses
$0
Program service expenses (Part III)
$236,021

Program services were 78.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Richard Spaw

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gary B Maddox

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jim Harrison

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Patrick Pheifer

    Executive Director

    Total calculated
    $388,816
    From this org
    $0
    From related orgs
    $364,161
    Other
    $24,655
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,926 related
    Bonus
    $0 + $81,235 related
    Other
    $0
    Deferred
    $0 + $16,579 related
    Nontaxable benefits
    $0 + $8,076 related
    Filer's total
    $0 + $388,816 related

  • Philip Nathans

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 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

None.

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 compensation package for the Executive Director of Clarewood House, Inc. is subject to review and approval of the Executive Committee to maintain reasonable compensation standards in line with market conditions. The Executive Committee determines the Executive Director's salary based on salary surveys.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 October 2024
IRS schema version
2023v5.1
Source object
202432829349300338

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

The source document this was parsed from is served over the API, which is where bulk and document access live.