← WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS

Form 990 for tax year 2023

Filed by WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS.

Totals

Total revenue: $72,555,100
Total expenses: $61,519,447
Contributions and grants received: $33,927,908
Grants paid: $75,060
Program service revenue: $35,038,578
Investment income: $2,396,551
Other revenue: $1,192,063
Total assets, end of year: $114,810,236
Total liabilities, end of year: $8,980,215
Net assets or fund balances, end of year: $105,830,021
Program services expenses (Part IX): $51,881,964
Management and general expenses: $3,751,653
Fundraising expenses: $5,885,830
Program service expenses (Part III): $51,881,964

Program services were 84.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$58,202
1c · Fundraising events

$2,093,013
1e · Government grants (contributions)

$2,184,010
1f · All other contributions, gifts and grants

$29,592,683
1g · Noncash contributions included above

$1,370,671
2a · Program service revenue: TICKET REVENUE

total $27,473,461 · related or exempt $27,473,461
2b · Program service revenue: BOX OFFICE TICKET FEES

total $3,772,476 · related or exempt $3,772,476
2c · Program service revenue: CONCESSIONS

total $3,410,364 · related or exempt $3,109,235 · unrelated business $301,129
2d · Program service revenue: EDUCATION FEES

total $382,277 · related or exempt $382,277
3 · Investment income

total $2,396,676 · excluded $2,396,676
6a · Gross rents

real property $343,762
6b · Less rental expenses

real property $191,503
6c · Rental income or loss

real property $152,259
6d · Net rental income or loss

total $152,259 · unrelated business $304,043 · excluded -$151,784
7a · Gross sales of assets other than inventory

securities $904,724
7b · Less cost or other basis and sales expenses

securities $904,849
7c · Gain or loss

securities -$125
7d · Net gain or loss

total -$125 · excluded -$125
8a · Fundraising events: gross income

$383,119
8a · Fundraising events: contributions included on line 1c

$2,093,013
8b · Fundraising events: direct expenses

$1,339,003
8c · Net income from fundraising events

total -$955,884 · excluded -$955,884
10a · Gross sales of inventory

$642,396
10b · Cost of goods sold

$58,447
10c · Net income from sales of inventory

total $583,949 · unrelated business $343,161 · excluded $240,788
11a · Other revenue: FILENE CENTER FACILITY

total $1,159,682 · excluded $1,159,682
11b · Other revenue: OTHER REVENUES

total $228,531 · excluded $228,531
11c · Other revenue: ADVERTISING

total $23,526 · unrelated business $23,526
11e · Other revenue, total

$1,411,739

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $75,060 · program services $75,060
5 · Compensation of officers, directors and key employees

total $1,142,806 · program services $571,403 · management and general $307,314 · fundraising $264,089
7 · Other salaries and wages

total $12,077,823 · program services $8,068,591 · management and general $1,673,278 · fundraising $2,335,954
8 · Pension plan contributions

total $457,605 · program services $332,909 · management and general $44,180 · fundraising $80,516
9 · Other employee benefits

total $2,283,826 · program services $1,714,028 · management and general $100,112 · fundraising $469,686
10 · Payroll taxes

total $1,248,258 · program services $901,699 · management and general $166,015 · fundraising $180,544
11b · Fees: legal

total $129,439 · program services $66,844 · management and general $62,595
11c · Fees: accounting

total $133,780 · management and general $133,780
11e · Fees: professional fundraising services

total $240,608 · fundraising $240,608
11f · Fees: investment management

total $65,407 · management and general $65,407
11g · Fees: other

total $11,347,486 · program services $11,036,172 · management and general $167,765 · fundraising $143,549
12 · Advertising and promotion

total $2,843,122 · program services $2,528,120 · management and general $23,694 · fundraising $291,308
13 · Office expenses

total $1,639,590 · program services $1,219,187 · management and general $138,093 · fundraising $282,310
14 · Information technology

total $416,845 · program services $193,893 · management and general $105,025 · fundraising $117,927
16 · Occupancy

total $1,062,361 · program services $817,994 · management and general $94,286 · fundraising $150,081
17 · Travel

total $1,270,944 · program services $1,201,288 · management and general $36,184 · fundraising $33,472
22 · Depreciation, depletion and amortization

total $1,059,104 · program services $796,832 · management and general $98,068 · fundraising $164,204
23 · Insurance

total $280,346 · management and general $280,346
24a · Other expenses: PERFORMANCE FEES

total $18,188,582 · program services $18,185,332 · fundraising $3,250
24b · Other expenses: FOOD AND BEVERAGE

total $1,943,546 · program services $1,127,933 · management and general $99,298 · fundraising $716,315
24c · Other expenses: PRODUCTION COSTS

total $1,207,379 · program services $1,207,379
24d · Other expenses: UBI TAXES

total $64,749 · management and general $64,749
24e · All other expenses

total $2,340,781 · program services $1,837,300 · management and general $91,464 · fundraising $412,017

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $5,680,327 · end of year $8,006,440
2 · Savings and temporary cash investments

beginning of year $25,975,796 · end of year $30,937,698
3 · Pledges and grants receivable

beginning of year $11,113,336 · end of year $13,324,067
4 · Accounts receivable

beginning of year $369,847 · end of year $642,674
8 · Inventories for sale or use

beginning of year $144,968 · end of year $109,794
9 · Prepaid expenses and deferred charges

beginning of year $9,104 · end of year $14,879
10a · Land, buildings and equipment: cost or other basis

$33,131,229
10b · Land, buildings and equipment: accumulated depreciation

$16,172,386
10c · Land, buildings and equipment, net

beginning of year $16,118,717 · end of year $16,958,843
11 · Investments: publicly traded securities

beginning of year $35,806,704 · end of year $43,839,935
15 · Other assets

beginning of year $379,895 · end of year $975,906
17 · Accounts payable and accrued expenses

beginning of year $3,034,407 · end of year $5,475,239
19 · Deferred revenue

beginning of year $1,696,984 · end of year $2,571,353
25 · Other liabilities

beginning of year $282,336 · end of year $933,623
27 · Net assets without donor restrictions

beginning of year $43,033,180 · end of year $46,235,043
28 · Net assets with donor restrictions

beginning of year $47,551,787 · end of year $59,594,978

Mission and programs · 2023

Mission

TO PRESENT AND CREATE EXCELLENT AND INNOVATIVE PERFORMING ARTS PROGRAMS FOR THE ENRICHMENT, EDUCATION, AND ENJOYMENT OF DIVERSE AUDIENCES AND PARTICIPANTS.

Activities or mission (Part I)

TO PRESENT AND CREATE EXCELLENT AND INNOVATIVE PERFORMING ARTS PROGRAMS.

THE FILENE CENTER VENUE IS LOCATED ON FEDERAL PROPERTY AND WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS AND THE NATIONAL PARK SERVICE PARTNER IN PROVIDING CONCERT AND PERFORMANCE PROGRAMMING WITHIN THE PARK. THE FILENE CENTER AT WOLF TRAP IS THE ONLY NATIONAL PARK DEDICATED TO PRESENTING THE PERFORMING ARTS. FROM LATE MAY TO EARLY SEPTEMBER ALMOST 380,000 PATRONS AT 67 PERFORMANCES WERE IN ATTENDANCE AT SHOWS THAT INCLUDED POP, ROCK, MUSICAL THEATER, SYMPHONY & FILM, DANCE, OPERA, AND MORE WITH AN AVERAGE TICKET PRICE OF $70. THE FILENE CENTER HAS THE SECOND LARGEST THEATRICAL STAGE IN THE COUNTRY; SEATS 7,028, NEARLY 4,000 OF WHICH ARE COVERED WITH OPEN SIDES AND VIEWS OF THE TALL TREES AND ROLLING HILLS IN THE PARK. THE REMAINDER OF THE SEATING IS UNCOVERED ON A SLOPING LAWN WHERE PATRONS CAN BRING PICNICS TO ENJOY BEFORE & DURING PERFORMANCES. THE BARNS AT WOLF TRAP PRESENTS APPROXIMATELY 84 PERFORMANCES FROM OCTOBER TO EARLY MAY AT OUR 382 SEAT INDOOR VENUE. ALMOST 30,000 PATRONS ENJOY LEGENDARY ARTISTS AND EXCITING UP-AND-COMING TALENTS IN A DIVERSE ARRAY OF MUSICAL GENRES WITH AN AVERAGE TICKET PRICE OF $48. THE THEATER WAS BUILT FROM TWO RESTORED 18TH CENTURY BARNS AND WAS A GIFT FROM OUR FOUNDER, CATHERINE FILENE SHOUSE.

Expenses $43,356,653 · Revenue $33,764,963
EACH YEAR, WOLF TRAP EDUCATION DELIVERS HIGH QUALITY ARTS-LEARNING EXPERIENCES TO 95,000 CHILDREN AND ADULTS, LOCALLY, NATIONALLY, AND INTERNATIONALLY. AT THE HEART OF WOLF TRAP'S EDUCATION OUTREACH FOR MORE THAN FOUR DECADES, THE WOLF TRAP INSTITUTE FOR EARLY LEARNING THROUGH THE ARTS (INSTITUTE) IS RECOGNIZED NATIONALLY AS A MODEL FOR INCORPORATING THE PERFORMING ARTS INTO EARLY CHILDHOOD CURRICULA. CONDUCTING EARLY CHILDHOOD EDUCATION THROUGH ARTS INTEGRATION IN 28 STATES AND THE DISTRICT OF COLUMBIA, INCLUDING 25 WOLF TRAP INSTITUTE AFFILIATE SITES ACROSS THE US AND IN SINGAPORE, THE INSTITUTE PROVIDES DIRECT SERVICES TO CHILDREN BIRTH THROUGH 6 YEARS OF AGE AND MULTIPLIES ITS IMPACT THROUGH PROFESSIONAL DEVELOPMENT FOR EARLY CHILDHOOD EDUCATORS, PARENTS, AND CAREGIVERS. THE INSTITUTE SEEKS TO ADDRESS TWO PRIMARY CONCERNS: (1) THE LEARNING AND DEVELOPMENT OF CHILDREN WHO LIVE IN ECONOMICALLY DISADVANTAGED CIRCUMSTANCES; AND (2) ACCESS TO EFFECTIVE PROFESSIONAL DEVELOPMENT FOR TEACHERS WHO WORK WITH THESE CHILDREN. BY INTEGRATING PERFORMING ARTS STRATEGIES INTO EARLY CHILDHOOD STANDARDS-BASED INSTRUCTION, THE INSTITUTE ENHANCES CHILDREN'S COGNITIVE, PHYSICAL, AND SOCIAL/EMOTIONAL DEVELOPMENT, AS WELL AS LANGUAGE AND LITERACY, SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) SKILLS DEVELOPMENT. DURING THE SUMMER OF 2023, WOLF TRAP EDUCATION SERVED 16,661 CHILDREN, PARENTS, AND OTHER CAREGIVERS THROUGH WOLF TRAP CHILDREN'S THEATRE-IN-THE-WOODS (CTITW). BUILDING ON FOUR DECADES AS A BELOVED COMMUNITY INSTITUTION, THIS PROGRAM COMPRISES SEVEN WEEKS OF PERFORMANCES WITH NATIONALLY ACCLAIMED PROFESSIONAL MUSICIANS, ACTORS, AND DANCERS AT AN OUTDOOR VENUE SITUATED IN THE WOODS NEAR THE FILENE CENTER AT WOLF TRAP NATIONAL PARK FOR THE PERFORMING ARTS. THIS UNIQUE, FAMILY-FRIENDLY VENUE OFFERS THE PERFECT ENVIRONMENT FOR LIVELY ADVENTURES IN MUSIC, DANCE, THEATER, AND PUPPETRY. WOLF TRAP'S FIELD TRIP PROGRAM OFFERED FREE PERFORMANCES FOR NEARLY 2,000 STUDENTS AND TEACHERS PARTICIPATING IN THE INSTITUTE RESIDENCY PROGRAM. WOLF TRAP EDUCATION ALSO MANAGES THE ORGANIZATION'S INTERNSHIP AND APPRENTICESHIP PROGRAM, A HIGHLY COMPETITIVE PROGRAM CONSISTENTLY RANKED AMONG THE NATION'S BEST. VALUING A COMMITMENT TO DIVERSITY AND THE POWER OF THE ARTS TO CHANGE SOCIETY, WOLF TRAP BROADENS ACCESS AND ENTRY INTO THE ARTS MANAGEMENT PROFESSION BY OFFERING MULTICULTURAL AND ECONOMIC DIVERSITY INITIATIVES AS A PART OF THE INTERNSHIP AND APPRENTICESHIP PROGRAM. IN 2023, THE FOUNDATION HIRED 53 INTERNS AND APPRENTICES TO WORK IN DEPARTMENTS ACROSS THE ORGANIZATION. WOLF TRAP EDUCATION ANNUALLY ACKNOWLEDGES AND AWARDS THE WORK AND ACHIEVEMENTS OF EIGHT OUTSTANDING PERFORMING ARTS TEACHERS FROM SCHOOL DISTRICTS IN THE DC/MD/VA METRO AREA THROUGH GRANTS FOR HIGH SCHOOL PERFORMING ARTS TEACHERS.

Expenses $4,480,795 · Grants $49,000 · Revenue $543,744
WOLF TRAP OPERA (WTO), CREATED IN 1971, IS A HIGHLY REGARDED RESIDENCY PROGRAM FOR OPERA SINGERS. IT OFFERS EMERGING ARTISTS ONE OF THE BEST TRAINING AND PERFORMING EXPERIENCES IN THE NATION. OUR PRIMARY TIER OF FILENE ARTISTS HAS COMPLETED ADVANCED DEGREES AND ARE ALREADY ESTABLISHED SINGERS ON THE VERGE OF PROFESSIONAL CAREERS; STUDIO ARTISTS ARE TALENTED STUDENT SINGERS CONSIDERING A CAREER IN THE FIELD. ALUMNI HAVE GONE ON TO CAREERS PERFORMING WITH SOME OF THE LEADING OPERA COMPANIES IN THE WORLD. WTO PROVIDES BOTH CAREER GUIDANCE AND A CHANCE TO POLISH SKILLS NEEDED TO ADVANCE TO THE NEXT LEVEL AND OFFERS AN OPPORTUNITY FOR OUR NATION'S MOST TALENTED YOUNG PERFORMERS TO EXPERIENCE THE DEMANDS OF A PROFESSIONAL CAREER IN THE PERFORMING ARTS. HIGHLY ACCLAIMED PERFORMANCES ARE HELD AT BOTH THE FILENE CENTER AND THE BARNS. IN 2023, WOLF TRAP OPERA MOUNTED HIGHLY SUCCESSFUL PRODUCTIONS OF HANDEL'S SEMELE, GOUNOD'S FAUST, AND MOZART'S DON GIOVANNI. PERFORMANCES OF SEMELE AND FAUST WERE CAPTURED FOR DELAYED STREAMING.

Expenses $4,044,516 · Grants $26,060 · Revenue $428,742

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Arvind ManochaARVIND MANOCHA

PRESIDENT AND CEO

Total calculated

$749,040

From this org

$723,476

From related orgs

$0

Other

$25,564

Hours/week

40

Schedule J breakdown matched by us

Base

$572,086

Bonus

$114,000

Other

$37,390

Deferred

$10,800

Nontaxable benefits

$14,764

Filer's total

$749,040
Daniel A D'AnielloDANIEL A D'ANIELLO

CHAIR

Total calculated

$0

Hours/week

3
John E KingJOHN E KING

VICE CHAIR & SECRETARY

Total calculated

$0

Hours/week

2
Matthew KornMATTHEW KORN

TREASURER

Total calculated

$0

Hours/week

2
Alison TannerALISON TANNER

DIRECTOR (UNTIL 02/23)

Total calculated

$0

Hours/week

1
Alka M KesavanALKA M KESAVAN

DIRECTOR

Total calculated

$0

Hours/week

1
Andrita AndreasANDRITA ANDREAS

DIRECTOR

Total calculated

$0

Hours/week

1
Anne R KlineANNE R KLINE

DIRECTOR

Total calculated

$0

Hours/week

2
Anu SaxenaANU SAXENA

DIRECTOR

Total calculated

$0

Hours/week

1
Broderick D JohnsonBRODERICK D JOHNSON

DIRECTOR

Total calculated

$0

Hours/week

1
Bruce L CaswellBRUCE L CASWELL

DIRECTOR

Total calculated

$0

Hours/week

1
Ce AndrewsCE ANDREWS

DIRECTOR

Total calculated

$0

Hours/week

2
Christina GadrinabCHRISTINA GADRINAB

DIRECTOR

Total calculated

$0

Hours/week

1
Clarence TaylorCLARENCE TAYLOR

DIRECTOR

Total calculated

$0

Hours/week

1
Dante DelgadoDANTE DELGADO

DIRECTOR

Total calculated

$0

Hours/week

1
David H LangstaffDAVID H LANGSTAFF

DIRECTOR

Total calculated

$0

Hours/week

1
David SamuelsDAVID SAMUELS

DIRECTOR

Total calculated

$0

Hours/week

1
Dion RudnickiDION RUDNICKI

DIRECTOR

Total calculated

$0

Hours/week

1
Donald JenkinsDONALD JENKINS

DIRECTOR

Total calculated

$0

Hours/week

1
Eric KadelERIC KADEL

DIRECTOR

Total calculated

$0

Hours/week

1
Fredrick SchaufeldFREDRICK SCHAUFELD

DIRECTOR

Total calculated

$0

Hours/week

1
Gary D MatherGARY D MATHER

DIRECTOR

Total calculated

$0

Hours/week

1
Hillary D BaltimoreHILLARY D BALTIMORE

DIRECTOR (UNTIL 02/23)

Total calculated

$0

Hours/week

1
James C ReaganJAMES C REAGAN

DIRECTOR

Total calculated

$0

Hours/week

1
Janet OsbornJANET OSBORN

DIRECTOR

Total calculated

$0

Hours/week

1
Janice BrandtJANICE BRANDT

DIRECTOR

Total calculated

$0

Hours/week

1
Jean EdelmanJEAN EDELMAN

DIRECTOR

Total calculated

$0

Hours/week

1
Jennifer M LoweJENNIFER M LOWE

DIRECTOR (UNTIL 02/23)

Total calculated

$0

Hours/week

1
Jeremy BlankJEREMY BLANK

DIRECTOR

Total calculated

$0

Hours/week

1
John B WoodJOHN B WOOD

DIRECTOR

Total calculated

$0

Hours/week

1
Julian M SetianJULIAN M SETIAN

DIRECTOR

Total calculated

$0

Hours/week

1
Kenneth R HaydukKENNETH R HAYDUK

DIRECTOR

Total calculated

$0

Hours/week

2
Kevin BoyleKEVIN BOYLE

DIRECTOR

Total calculated

$0

Hours/week

1
Kevin RobbinsKEVIN ROBBINS

DIRECTOR

Total calculated

$0

Hours/week

1
Kevin SmithsonKEVIN SMITHSON

DIRECTOR

Total calculated

$0

Hours/week

2
Leana KatzLEANA KATZ

DIRECTOR

Total calculated

$0

Hours/week

1
Lesley A KalanLESLEY A KALAN

DIRECTOR

Total calculated

$0

Hours/week

1
Lynn R DillonLYNN R DILLON

DIRECTOR

Total calculated

$0

Hours/week

2
Margaret GuptaMARGARET GUPTA

DIRECTOR

Total calculated

$0

Hours/week

2
Melissa DelgadoMELISSA DELGADO

DIRECTOR

Total calculated

$0

Hours/week

1
Nancy J LabenNANCY J LABEN

DIRECTOR

Total calculated

$0

Hours/week

1
Patrice K BrickmanPATRICE K BRICKMAN

DIRECTOR

Total calculated

$0

Hours/week

1
Patrick S PaciousPATRICK S PACIOUS

DIRECTOR

Total calculated

$0

Hours/week

1
Prabu NatarajanPRABU NATARAJAN

DIRECTOR

Total calculated

$0

Hours/week

1
Raj AnanthanpillaiRAJ ANANTHANPILLAI

DIRECTOR

Total calculated

$0

Hours/week

1
Richard BynumRICHARD BYNUM

DIRECTOR

Total calculated

$0

Hours/week

1
Richard JeanneretRICHARD JEANNERET

DIRECTOR (UNTIL 02/23)

Total calculated

$0

Hours/week

1
Robert G Van HoeckeROBERT G VAN HOECKE

DIRECTOR

Total calculated

$0

Hours/week

1
Robert LutzROBERT LUTZ

DIRECTOR

Total calculated

$0

Hours/week

1
Steven DaySTEVEN DAY

DIRECTOR (UNTIL 02/23)

Total calculated

$0

Hours/week

1
Srikant SastrySRIKANT SASTRY

DIRECTOR

Total calculated

$0

Hours/week

1
Teresa CarlsonTERESA CARLSON

DIRECTOR (UNTIL 02/23)

Total calculated

$0

Hours/week

1
Todd SottlemyerTODD SOTTLEMYER

DIRECTOR

Total calculated

$0

Hours/week

1
Tracy KennyTRACY KENNY

DIRECTOR

Total calculated

$0

Hours/week

1
Virginia McGehee FriendVIRGINIA MCGEHEE FRIEND

DIRECTOR

Total calculated

$0

Hours/week

1
Beth BrummelBETH BRUMMEL

CHIEF OPERATING OFFICER

Total calculated

$393,766

From this org

$362,261

From related orgs

$0

Other

$31,505

Hours/week

40

Schedule J breakdown matched by us

Base

$302,281

Bonus

$48,000

Other

$11,980

Deferred

$10,122

Nontaxable benefits

$21,383

Filer's total

$393,766
Stephen D KahnSTEPHEN D KAHN

GENERAL COUNSEL

Total calculated

$0

Hours/week

1
Sara JaffeSARA JAFFE

VP, DEV & SPECIAL EVENTS

Total calculated

$307,759

From this org

$273,671

From related orgs

$0

Other

$34,088

Hours/week

40

Schedule J breakdown matched by us

Base

$250,809

Bonus

$22,412

Other

$450

Deferred

$12,705

Nontaxable benefits

$21,383

Filer's total

$307,759
Sara BeesleySARA BEESLEY

VP, PROGRAM AND PRODUCTION

Total calculated

$274,856

From this org

$247,010

From related orgs

$0

Other

$27,846

Hours/week

40

Schedule J breakdown matched by us

Base

$224,330

Bonus

$22,410

Other

$270

Deferred

$6,463

Nontaxable benefits

$21,383

Filer's total

$274,856
Joann LabrecqueJOANN LABRECQUE

VP, COMMUNICATIONS & MRKTG

Total calculated

$235,959

From this org

$212,278

From related orgs

$0

Other

$23,681

Hours/week

40

Schedule J breakdown matched by us

Base

$193,058

Bonus

$15,410

Other

$3,810

Deferred

$8,917

Nontaxable benefits

$14,764

Filer's total

$235,959
Christopher EckertCHRISTOPHER ECKERT

VP, OPERATIONS

Total calculated

$210,203

From this org

$181,892

From related orgs

$0

Other

$28,311

Hours/week

40

Schedule J breakdown matched by us

Base

$165,217

Bonus

$15,000

Other

$1,675

Deferred

$6,928

Nontaxable benefits

$21,383

Filer's total

$210,203
John GiambalvoJOHN GIAMBALVO

VP, FINANCE

Total calculated

$219,886

From this org

$192,275

From related orgs

$0

Other

$27,611

Hours/week

40

Schedule J breakdown matched by us

Base

$178,679

Bonus

$12,906

Other

$690

Deferred

$6,228

Nontaxable benefits

$21,383

Filer's total

$219,886

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

1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Independent compensation consultant
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 1A: ARVIND MANOCHA'S HEALTH AND SOCIAL DUES ARE INCLUDED IN TAXABLE WAGES (FORM W-2) OF $4,200.
PART I, LINE 3: THE PRESIDENT/CEO REVIEWS THE ANNUAL PERFORMANCE AND COMPENSATION OF THE COO AND KEY EMPLOYEES. ADDITIONALLY, A QUALIFIED COMPENSATION CONSULTANT HAS BEEN ENGAGED TO PROVIDE A DETAILED COMPARATIVE ANALYSIS OF COMPENSATION AT SIMILAR ORGANIZATIONS TO SUPPORT THE REASONABLENESS OF TOTAL COMPENSATION PACKAGES.

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.

Provenance

Return type: form_990
Tax year: 2023
Filed: 11 November 2024
IRS schema version: 2023v5.1
Source object: 202403179349309505

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

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