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Nonprofiteer
← THE LUZERNE FOUNDATION

Form 990 for tax year 2023

Filed by THE LUZERNE FOUNDATION.

Totals

Total revenue
$7,103,977
Total expenses
$6,208,645
Contributions and grants received
$5,228,010
Grants paid
$4,238,646
Program services expenses (Part IX)
$4,435,390
Management and general expenses
$717,799
Fundraising expenses
$1,055,456
Program service expenses (Part III)
$4,435,390

Program services were 71.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TARA MUGFORD WILSON

    BOARD CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • JOHN DOWD

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • THOMAS MACNEELY

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.1
  • ROBERT GILL

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1
  • ROB NEHER

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1
  • JACKIE BROZENA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • JOHN LOYACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • LAUREN ALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • DEBBIE EASTWOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • JAMIE FLACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • DAVID HOURIGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • MARY HIRTHLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • MALORIE MCLAUGHLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • BRIAN STAHL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • LAYNE CROTHERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • ALEXANDER SLOOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • MADHAN SRINIVASAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • KEVIN WALSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • MEGAN KENNEDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • WILL BEEKMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • MAUREEN METZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • REYNA LOGSDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • GREG WEAVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • ROBERT KORJESKI

    CHIEF FINANCIAL OFFICER

    Total calculated
    $9,600
    From this org
    $9,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • C DAVID PEDRI

    PRESIDENT AND CEO

    Total calculated
    $240,623
    From this org
    $205,440
    From related orgs
    $0
    Other
    $35,183
    Hours/week
    45 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $174,900
    Bonus
    $25,740
    Other
    $4,800
    Deferred
    $5,247
    Nontaxable benefits
    $29,936
    Filer's total
    $240,623

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 — 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 survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE LUZERNE FOUNDATION'S EXECUTIVE COMMITTEE, LED BY THE TLF CHAIRMAN OF THE BOARD, CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT & CEO. THE PROCESS IS INITIATED BY THE PRESIDENT AND CEO WHO PROVIDES A MONTH-BY-MONTH OVERVIEW OF HIS/HER ACCOMPLISHMENTS THROUGHOUT THE YEAR WHICH ARE THEN EVALUATED AGAINST THE OBJECTIVES IN OUR STRATEGIC PLAN. THE EXECUTIVE COMMITTEE USES THE FOLLOWING PERFORMANCE METRICS: GOALS, PROGRAMMING, LEADERSHIP, VISION, STAFF RETENTION, OVERALL MANAGEMENT AND DEVELOPMENT. ADDITIONAL RESOURCES INCLUDE THE GRANTMAKER AND SALARY AND BENEFITS REPORT PROVIDED BY THE COUNCIL ON FOUNDATION IN WASHINGTON, DC. THE RESULTS OF THE COMMITTEE'S EVALUATION ARE COMPILED AND GROUP DISCUSSION ENSUES TO DETERMINE THE BONUS AMOUNT.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
23 September 2024
IRS schema version
2023v5.1
Source object
202432719349300713

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

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