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Nonprofiteer
← OSBORNE ASSOCIATION INC

Form 990 for tax year 2022

Filed by OSBORNE ASSOCIATION INC.

Totals

Total revenue
$39,412,473
Total expenses
$37,818,142
Contributions and grants received
$29,061,963
Grants paid
$0
Program service revenue
$9,975,356
Investment income
-$1,460
Other revenue
$376,614
Total assets, end of year
$36,524,365
Total liabilities, end of year
$24,140,873
Net assets or fund balances, end of year
$12,383,492
Program services expenses (Part IX)
$28,829,558
Management and general expenses
$6,785,516
Fundraising expenses
$2,203,068
Program service expenses (Part III)
$28,829,558

Program services were 76.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ADAM HELLEGERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.2 related

  • ALFONSO WYATT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • ALISON NOVAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.1 related

  • ANA M BERMUDEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • ANDREW POTASH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • BRIAN FISCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • CAREN E HENDREN

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    0.3 + 0.1 related

  • DAVID T GOLDBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • DR ANGELA DIAZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • DR ZELMA WESTON HENRIQUES

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.3 + 0.4 related

  • ESTHER FEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.1 related

  • FRANK BAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • JAMES S RUBIN

    CHAIR (OUTGOING)

    Total calculated
    $0
    Hours/week
    5 + 1.1 related

  • JEFFREY G SMITH

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    0.3 + 0.1 related

  • JOHN VALVERDE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • KATRINA VANDEN HEUVEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • LITHGOW OSBORNE

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    0.3

  • LUCRETIA OSBORNE WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.2 related

  • MAGGIE WALK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • MARK WALTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW M WAMBUA

    CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • MICHAEL L RYAN

    TREASURER

    Total calculated
    $0
    Hours/week
    3 + 0.2 related

  • PAGE TRAVELSTEAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • RACHEL BEDARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • SWIFT SO EDGAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • VICTOR F GERMACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3 + 0.4 related

  • YASMIN CORNELIUS HURTSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • ARCHANA JAYARAM

    PRESIDENT & CEO (OUTGOING)

    Total calculated
    $188,458
    From this org
    $175,444
    From related orgs
    $0
    Other
    $13,014
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $175,324
    Bonus
    $0
    Other
    $120
    Deferred
    $2,600
    Nontaxable benefits
    $10,414
    Filer's total
    $188,458

  • DMITRIY GOYZMAN

    EXECUTIVE VP AND CFO (OUTGOING)

    Total calculated
    $233,011
    From this org
    $191,749
    From related orgs
    $0
    Other
    $41,262
    Hours/week
    35 + 4 related

    Schedule J breakdown matched by us

    Base
    $191,335
    Bonus
    $0
    Other
    $414
    Deferred
    $7,140
    Nontaxable benefits
    $34,122
    Filer's total
    $233,011

  • ELIZABETH GAYNES

    PRESIDENT & CEO (OUTGOING)

    Total calculated
    $267,545
    From this org
    $249,824
    From related orgs
    $0
    Other
    $17,721
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $245,261
    Bonus
    $0
    Other
    $4,563
    Deferred
    $0
    Nontaxable benefits
    $17,721
    Filer's total
    $267,545

  • PATRICIA RITCHINGS

    EXECUTIVE VP AND CCO

    Total calculated
    $239,761
    From this org
    $186,447
    From related orgs
    $0
    Other
    $53,314
    Hours/week
    35 + 3 related

    Schedule J breakdown matched by us

    Base
    $185,673
    Bonus
    $0
    Other
    $774
    Deferred
    $5,233
    Nontaxable benefits
    $48,081
    Filer's total
    $239,761

  • ROB GIORDANO

    CONTRACTED INTERIM CFO

    Total calculated
    $0
    Hours/week
    35 + 4 related

  • SHERYL HAUGHTON TAYLOR

    EXECUTIVE VP (OUTGOING)

    Total calculated
    $202,359
    From this org
    $191,608
    From related orgs
    $0
    Other
    $10,751
    Hours/week
    35 + 4 related

    Schedule J breakdown matched by us

    Base
    $190,882
    Bonus
    $0
    Other
    $726
    Deferred
    $10,365
    Nontaxable benefits
    $386
    Filer's total
    $202,359

  • SUSAN GOTTESFELD

    EXECUTIVE VP AND CPO

    Total calculated
    $215,188
    From this org
    $202,930
    From related orgs
    $0
    Other
    $12,258
    Hours/week
    35 + 4 related

    Schedule J breakdown matched by us

    Base
    $202,750
    Bonus
    $0
    Other
    $180
    Deferred
    $12,240
    Nontaxable benefits
    $18
    Filer's total
    $215,188

  • CAROLE SIMONETTI

    V.P. OF FINANCE (OUTGOING)

    Total calculated
    $153,616
    From this org
    $132,490
    From related orgs
    $0
    Other
    $21,126
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $131,214
    Bonus
    $0
    Other
    $1,276
    Deferred
    $5,106
    Nontaxable benefits
    $16,020
    Filer's total
    $153,616

  • CHRISTINA MANSFIELD

    VP INTEGRATIVE HEALTH

    Total calculated
    $161,497
    From this org
    $124,432
    From related orgs
    $0
    Other
    $37,065
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $124,020
    Bonus
    $0
    Other
    $412
    Deferred
    $8,127
    Nontaxable benefits
    $28,938
    Filer's total
    $161,497

  • JANAYA SNELL

    DEPUTY COMPLIANCE OFFICER

    Total calculated
    $160,460
    From this org
    $118,455
    From related orgs
    $0
    Other
    $42,005
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $118,317
    Bonus
    $0
    Other
    $138
    Deferred
    $10,365
    Nontaxable benefits
    $31,640
    Filer's total
    $160,460

  • JOSEPTH DONATO

    IT DIRECTOR

    Total calculated
    $168,222
    From this org
    $117,232
    From related orgs
    $0
    Other
    $50,990
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $117,108
    Bonus
    $0
    Other
    $124
    Deferred
    $7,710
    Nontaxable benefits
    $43,280
    Filer's total
    $168,222

  • TANYA KRUPAT

    VP OF POLICY AND ADVOCACY

    Total calculated
    $165,838
    From this org
    $127,849
    From related orgs
    $0
    Other
    $37,989
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $127,615
    Bonus
    $0
    Other
    $234
    Deferred
    $7,890
    Nontaxable benefits
    $30,099
    Filer's total
    $165,838

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 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)

SCHEDULE J, PART II:
ELIZABETH GAYNES, PRESIDENT & CEO (OUTGOING), RECEIVED CAR ALLOWANCE FOR $855 AND IT IS REPORTED IN COLUMN (B)(III).

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.

  • OSBORNE TREATMENT SERVICES INC

    501(C)(3) · OFFERS OPPORTUNITIES FOR INDIVIDUALS WHO HAVE BEEN IN CONFLICT WITH THE LAW · NY · controlled entity

    Directly controlled by THE OSBORNE ASSOCIATION INC

  • THOMAS MOTT OSBORNE MEMORIAL FUND INC

    501(C)(3) · PROVIDES FINANCIAL SUPPORT/FACILITIES TO AFFILIATES TO FURTHER THEIR MISSION · NY · controlled entity

    Directly controlled by THE OSBORNE ASSOCIATION INC

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441369349303714

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

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