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Nonprofiteer
← THOMAS MOTT OSBORNE MEMORIAL FUND INC

Form 990 for tax year 2022

Filed by THOMAS MOTT OSBORNE MEMORIAL FUND INC.

Totals

Total revenue
$3,697,029
Total expenses
$1,009,214
Contributions and grants received
$3,684,237
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$1,009,214
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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
    0.2 + 0.3 related

  • ALISON NOVAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • CAREN E HENDREN

    DIRECTOR (OUTGOING)

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • DR ZELMA WESTON HENRIQUES

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.4 + 0.3 related

  • ESTHER FEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • JEFFREY G SMITH

    DIRECTOR (OTGOING)

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • LUCRETIA OSBORNE WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related

  • MICHAEL L RYAN

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 3.1 related

  • VICTOR F GERMACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4 + 0.3 related

  • ARCHANA JAYARAM

    PRESIDENT AND CEO (OUTGOING)

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

    Schedule J breakdown matched by us

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

  • DMITRIY GOYZMAN

    EXECUTIVE VP & CFO (OUTGOING)

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

    Schedule J breakdown matched by us

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

  • ELIZABETH GAYNES

    PRESIDENT AND CEO (OUTGOING)

    Total calculated
    $267,545
    From this org
    $0
    From related orgs
    $249,824
    Other
    $17,721
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

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

  • PATRICIA RITCHINGS

    EXECUTIVE VP AND CCO

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

    Schedule J breakdown matched by us

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

  • ROB GIORDANO

    CONTRACTED INTERIM CFO

    Total calculated
    $0
    Hours/week
    2 + 37 related

  • SHERYL HAUGHTON TAYLOR

    EXECUTIVE VP (OUTGOING)

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

    Schedule J breakdown matched by us

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

  • SUSAN GOTTESFELD

    EXECUTIVE VP AND CFO

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

    Schedule J breakdown matched by us

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

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

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

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS ESTABLISHED BY THE RELATED ENTITY, THE OSBORNE ASSOCIATION, INC.
SCHEDULE J, PART II:
ELIZABETH GAYNES, PRESIDENT & CEI (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.

  • THE OSBORNE ASSOCIATION INC

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

    Directly controlled by THE OSBORNE ASSOCIATION INC

  • OSBORNE TREATMENT SERVICES INC

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

    Directly controlled by THE OSBORNE ASSOCIATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441359349302734

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