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← NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH

Form 990 for tax year 2023

Filed by NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH.

Totals

Total revenue
$858,949
Total expenses
$557,229
Contributions and grants received
$363,361
Grants paid
$336,985
Program service revenue
$0
Investment income
$293,187
Other revenue
$202,401
Total assets, end of year
$3,937,969
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,937,969
Program services expenses (Part IX)
$521,578
Management and general expenses
$35,651
Fundraising expenses
$0
Program service expenses (Part III)
$521,578

Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jay Bradshaw

    Director

    Total calculated
    $449,203
    From this org
    $0
    From related orgs
    $324,035
    Other
    $125,168
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,123 related
    Bonus
    $0
    Other
    $0 + $1,912 related
    Deferred
    $0 + $103,775 related
    Nontaxable benefits
    $0 + $21,393 related
    Filer's total
    $0 + $449,203 related

  • John Belperio

    Director

    Total calculated
    $305,591
    From this org
    $0
    From related orgs
    $209,405
    Other
    $96,186
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,197 related
    Bonus
    $0
    Other
    $0 + $3,208 related
    Deferred
    $0 + $74,793 related
    Nontaxable benefits
    $0 + $21,393 related
    Filer's total
    $0 + $305,591 related

  • Jacob Adiarte

    Director

    Total calculated
    $304,827
    From this org
    $0
    From related orgs
    $208,641
    Other
    $96,186
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,363 related
    Bonus
    $0
    Other
    $0 + $7,278 related
    Deferred
    $0 + $74,793 related
    Nontaxable benefits
    $0 + $21,393 related
    Filer's total
    $0 + $304,827 related

  • Sean Hebard

    Director

    Total calculated
    $303,303
    From this org
    $0
    From related orgs
    $207,417
    Other
    $95,886
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,997 related
    Bonus
    $0
    Other
    $0 + $2,420 related
    Deferred
    $0 + $74,493 related
    Nontaxable benefits
    $0 + $21,393 related
    Filer's total
    $0 + $303,303 related

  • Tiffany Merfeld

    Treasurer

    Total calculated
    $302,977
    From this org
    $0
    From related orgs
    $200,845
    Other
    $102,132
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,997 related
    Bonus
    $0
    Other
    $0 + $848 related
    Deferred
    $0 + $81,114 related
    Nontaxable benefits
    $0 + $21,018 related
    Filer's total
    $0 + $302,977 related

  • Edward Gable

    Director

    Total calculated
    $301,663
    From this org
    $0
    From related orgs
    $205,777
    Other
    $95,886
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,582 related
    Bonus
    $0
    Other
    $0 + $195 related
    Deferred
    $0 + $74,493 related
    Nontaxable benefits
    $0 + $21,393 related
    Filer's total
    $0 + $301,663 related

  • Phyllis Clima

    Director

    Total calculated
    $57,367
    From this org
    $0
    From related orgs
    $57,367
    Other
    $0
    Hours/week
    0.1 + 40 related

  • Brian T Morton

    President

    Total calculated
    $0
    Hours/week
    0.1

  • Larry Pace

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Chris Pedroza

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Blythe Mickelson

    Director

    Total calculated
    $0
    Hours/week
    0.1

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

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
8 May 2024
IRS schema version
2023v5.0
Source object
202421349349307077

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