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← TRILLIUM FAMILY SERVICES FOUNDATION INC

Form 990 for tax year 2023

Filed by TRILLIUM FAMILY SERVICES FOUNDATION INC.

Totals

Total revenue
$2,228,807
Total expenses
$1,168,016
Contributions and grants received
$715,000
Grants paid
$1,108,273
Program service revenue
$0
Investment income
$1,494,704
Other revenue
$19,103
Total assets, end of year
$16,208,257
Total liabilities, end of year
$131,590
Net assets or fund balances, end of year
$16,076,667
Program services expenses (Part IX)
$1,125,288
Management and general expenses
$42,728
Fundraising expenses
$0
Program service expenses (Part III)
$1,125,288

Program services were 96.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KIM SCOTT

    EXEC DIR THR

    Total calculated
    $409,066
    From this org
    $0
    From related orgs
    $371,480
    Other
    $37,586
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    not reported + $250,320 related
    Bonus
    not reported + $121,160 related
    Other
    not reported
    Deferred
    not reported + $12,200 related
    Nontaxable benefits
    not reported + $25,386 related
    Filer's total
    not reported + $409,066 related

  • JAMIE VANDERGON

    CEO

    Total calculated
    $391,544
    From this org
    $0
    From related orgs
    $361,928
    Other
    $29,616
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $288,578 related
    Bonus
    not reported + $73,350 related
    Other
    not reported
    Deferred
    not reported + $16,778 related
    Nontaxable benefits
    not reported + $12,838 related
    Filer's total
    not reported + $391,544 related

  • LISA KANE

    CAO

    Total calculated
    $366,902
    From this org
    $0
    From related orgs
    $337,863
    Other
    $29,039
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $271,863 related
    Bonus
    not reported + $66,000 related
    Other
    not reported
    Deferred
    not reported + $15,366 related
    Nontaxable benefits
    not reported + $13,673 related
    Filer's total
    not reported + $366,902 related

  • SCOTT BERRY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MATT HARRIS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA TRACHTENBERG

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • WADE LAND

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CAMI BENSON-NOECKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEBBIE BENSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRAD BICKLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATRINA BICKLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MIKE COWGILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHAWN DUFFY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAWN STONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • REBECCA TIMMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATHY JO LINDQUIST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY AINGE PAYNE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GRETCHEN HOLCE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANCES VIRDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    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

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
13 May 2024
IRS schema version
2023v6.0
Source object
202541359349306139

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