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Nonprofiteer
← ITHAKA HARBORS INC

Form 990 for tax year 2023

Filed by ITHAKA HARBORS INC.

Totals

Total revenue
$106,030,430
Total expenses
$117,196,703
Contributions and grants received
$4,421,390
Grants paid
$0
Program service revenue
$97,557,822
Investment income
$4,167,432
Other revenue
-$116,214
Total assets, end of year
$342,158,088
Total liabilities, end of year
$177,487,287
Net assets or fund balances, end of year
$164,670,801
Program services expenses (Part IX)
$107,543,143
Management and general expenses
$9,173,458
Fundraising expenses
$480,102
Program service expenses (Part III)
$107,543,143

Program services were 91.8% 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.

  • 1e · Government grants (contributions)

    $73,593

  • 1f · All other contributions, gifts and grants

    $4,347,797

  • 2a · Program service revenue: JSTOR

    total $88,889,555 · related or exempt $88,889,555

  • 2b · Program service revenue: PORTICO

    total $6,205,706 · related or exempt $6,205,706

  • 2c · Program service revenue: ITHAKA S+R

    total $2,462,561 · related or exempt $2,462,561

  • 3 · Investment income

    total $7,815,224 · excluded $7,815,224

  • 7a · Gross sales of assets other than inventory

    securities $10,982,697

  • 7b · Less cost or other basis and sales expenses

    securities $14,630,489

  • 7c · Gain or loss

    securities -$3,647,792

  • 7d · Net gain or loss

    total -$3,647,792 · excluded -$3,647,792

  • 11a · Other revenue: OTHER INCOME

    total $10,275 · related or exempt $10,275

  • 11b · Other revenue: CURRENCY EXCHANGE LOSS

    total -$126,489 · excluded -$126,489

  • 11e · Other revenue, total

    -$116,214

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $5,399,745 · program services $4,755,108 · management and general $560,396 · fundraising $84,241

  • 7 · Other salaries and wages

    total $46,038,403 · program services $42,052,957 · management and general $3,716,670 · fundraising $268,776

  • 8 · Pension plan contributions

    total $4,732,086 · program services $4,279,110 · management and general $417,247 · fundraising $35,729

  • 9 · Other employee benefits

    total $8,574,869 · program services $7,830,601 · management and general $679,525 · fundraising $64,743

  • 10 · Payroll taxes

    total $3,524,791 · program services $3,204,618 · management and general $293,560 · fundraising $26,613

  • 11b · Fees: legal

    total $325,299 · program services $325,299

  • 11c · Fees: accounting

    total $168,101 · management and general $168,101

  • 11g · Fees: other

    total $8,032,910 · program services $6,434,242 · management and general $1,598,668

  • 12 · Advertising and promotion

    total $64,847 · program services $64,332 · management and general $515

  • 13 · Office expenses

    total $205,956 · program services $130,641 · management and general $75,315

  • 14 · Information technology

    total $9,876,327 · program services $9,610,036 · management and general $266,291

  • 16 · Occupancy

    total $3,174,231 · program services $2,734,610 · management and general $439,621

  • 17 · Travel

    total $1,607,759 · program services $1,497,643 · management and general $110,116

  • 19 · Conferences, conventions and meetings

    total $280,387 · program services $280,387

  • 22 · Depreciation, depletion and amortization

    total $1,844,208 · program services $1,824,805 · management and general $19,403

  • 23 · Insurance

    total $372,241 · management and general $372,241

  • 24a · Other expenses: FEES & PUBLISHER PMTS

    total $19,637,131 · program services $19,637,131

  • 24b · Other expenses: AQUISITIONS/SCANNING

    total $1,685,834 · program services $1,685,834

  • 24c · Other expenses: COMMISSIONS

    total $964,313 · program services $964,313

  • 24e · All other expenses

    total $687,265 · program services $231,476 · management and general $455,789

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $165 · end of year $165

  • 2 · Savings and temporary cash investments

    beginning of year $29,289,084 · end of year $19,686,229

  • 3 · Pledges and grants receivable

    beginning of year $4,689,560 · end of year $4,216,477

  • 4 · Accounts receivable

    beginning of year $3,918,330 · end of year $6,095,816

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,854,349 · end of year $3,943,844

  • 10a · Land, buildings and equipment: cost or other basis

    $27,233,081

  • 10b · Land, buildings and equipment: accumulated depreciation

    $23,971,128

  • 10c · Land, buildings and equipment, net

    beginning of year $1,819,439 · end of year $3,261,953

  • 11 · Investments: publicly traded securities

    end of year $163,767,034

  • 12 · Investments: other securities

    beginning of year $241,200,517 · end of year $123,745,317

  • 15 · Other assets

    beginning of year $21,423,897 · end of year $17,441,253

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,914,039 · end of year $30,006,359

  • 19 · Deferred revenue

    beginning of year $126,495,359 · end of year $133,090,035

  • 25 · Other liabilities

    beginning of year $16,899,023 · end of year $14,390,893

  • 27 · Net assets without donor restrictions

    beginning of year $128,017,451 · end of year $158,464,784

  • 28 · Net assets with donor restrictions

    beginning of year $7,869,469 · end of year $6,206,017

Mission and programs · 2023

Mission

SEE SCHEDULE OITHAKA HARBORS INC.'S MISSION IS TO IMPROVE ACCESS TO KNOWLEDGE AND EDUCATION FOR PEOPLE AROUND THE WORLD. WE BELIEVE EDUCATION IS KEY TO THE WELL-BEING OF INDIVIDUALS AND SOCIETY. THROUGH OUR WORK, WE MAKE HIGHER EDUCATION AND ACCESS TO KNOWLEDGE MORE AFFORDABLE, IMPROVE OUTCOMES FOR STUDENTS AND RESEARCHERS, AND PRESERVE KNOWLEDGE FOR FUTURE GENERATIONS. WE PURSUE THIS MISSION THROUGH FOUR INNOVATIVE PROGRAM SERVICES: CONSTELLATE, ITHAKA S+R, JSTOR, AND PORTICO.

  • JSTOR - SEE SCHEDULE OJSTOR IS A MISSION-DRIVEN DIGITAL LIBRARY THAT WORKS WITH THE ACADEMIC COMMUNITY TO PRESERVE, PROVIDE ACCESS TO, AND SUPPORT THE USE OF SCHOLARLY CONTENT. OUR COLLECTIONS CONTAIN MORE THAN 12 MILLION ACADEMIC JOURNAL ARTICLES,100,000 BOOKS, AND 2 MILLION IMAGES AND PRIMARY SOURCE ITEMS. THESE MATERIALS ARE ACCESSIBLE TO SCHOLARS AND STUDENTS AT 13,000+ HIGHER EDUCATION AND OTHER EDUCATIONAL AND RESEARCH INSTITUTIONS IN 180 COUNTRIES. A GROWING BODY OF OPEN ACCESS MATERIAL IS ALSO ACCESSIBLE TO THE PUBLIC. OVER TWO DECADES, WE HAVE BUILT CRITICAL DIGITAL INFRASTRUCTURE TO SUPPORT MANAGING, MAKING ACCESSIBLE, AND PRESERVING COLLECTIONS IN WAYS THAT SUPPORT RESEARCH, TEACHING, AND LEARNING. WE ARE CONTINUING TO INVEST IN NEW AREAS FOR THE FUTURE, INCLUDING A NEW SET OF INFRASTRUCTURE SERVICES THAT EMPOWER LIBRARIES TO PRESERVE AND MAKE THEIR ARCHIVES AND SPECIAL COLLECTIONS ACCESSIBLE THROUGH OUR PLATFORM AND TOOLS THAT LEVERAGE THE LATEST TECHNOLOGIES, INCLUDING GENERATIVE AI. IN ADDITION TO PROGRAM SERVICE REVENUE OF $88,899,555 REPORTED IN PART VIII, LINE 2A, ITHAKA RECEIVED GRANT REVENUE OF $94,099 ALLOCABLE TO JSTOR REPORTED ON PART VIII, LINE 1F.

    Expenses $93,264,042 · Revenue $88,889,555

  • PORTICO - SEE SCHEDULE OPORTICO IS A COMMUNITY-SUPPORTED PRESERVATION ARCHIVE THAT SAFEGUARDS ACCESS TO E-JOURNALS, E-BOOKS, AND DIGITAL COLLECTIONS. OUR UNIQUE, TRUSTED PROCESS ENSURES THAT THE CONTENT WE PRESERVE WILL REMAIN ACCESSIBLE AND USABLE FOR RESEARCHERS, SCHOLARS, AND STUDENTS IN THE FUTURE. PORTICO PRESERVES AN EXTENSIVE SET OF CONTENT IN ITS ARCHIVE: MORE THAN 2.5 BILLION FILES, COMPOSED OF 96 MILLION JOURNAL ARTICLES, 1.6 MILLION EBOOKS, AND 8.2 MILLION ITEMS FROM DIGITAL COLLECTIONSTOTALING 560 TB. THIS INCLUDES SCHOLARLY CONTENT FROM 86 COUNTRIES AND A GROWING SET OF ARCHIVES OF UNDERREPRESENTED VOICES, ENSURING THAT RESEARCH FROM A BROAD RANGE OF CULTURES AND PERSPECTIVES WILL REMAIN ACCESSIBLE TO USERS FOR THE LONG TERM. PORTICO NOW HAS MORE THAN 1,285 PARTICIPATING LIBRARIES WHO, ALONG WITH MORE THAN 1,079 PARTICIPATING PUBLISHERS, ALLOW US TO MEET OUR MISSION OF ENSURING THAT SCHOLARLY CONTENT REMAINS USABLE, AUTHENTIC, DISCOVERABLE, AND ACCESSIBLE. SUCH BROAD COMMUNITY SUPPORT AND COLLABORATION ALLOWS US TO PROVIDE LONG-TERM DIGITAL PRESERVATION IN A COST-EFFECTIVE AND SUSTAINABLE WAY.

    Expenses $6,138,672 · Revenue $6,205,706

  • ITHAKA S+R - SEE SCHEDULE OITHAKA S+R PROVIDES COLLABORATIVE STRATEGIES AND RESEARCH FOR HIGHER EDUCATION AND THE ARTS. WE PARTNER WITH FOUNDATIONS, CONSORTIA, AND INDIVIDUAL INSTITUTIONS TO SEEK SOLUTIONS AND INFORM POLICIES IN A RAPIDLY CHANGING ENVIRONMENT. OUR ACTION-ORIENTED RESEARCH SUPPORTS INSTITUTIONAL DECISION-MAKING, AND OUR ORGANIZATION ACTS AS A HUB TO PROMOTE AND GUIDE COLLABORATION ACROSS THE COMMUNITIES WE SERVE. WITH OUR PARTNERS, WE DESIGN AND EVALUATE PROJECTS THAT MAKE HIGHER EDUCATION, SCHOLARLY COMMUNICATION, AND CULTURAL COLLECTIONS MORE ACCESSIBLE TO DIVERSE POPULATIONS. OUR EXTENSIVE, FREELY ACCESSIBLE LIBRARY INCLUDES 200+ RESEARCH REPORTS AND ISSUE BRIEFS, AND 500+ BLOG POSTS. IN ADDITION TO PROGRAM SERVICE REVENUE OF $2,462,561 REPORTED IN PART VIII, LINE 2C, ITHAKA RECEIVED GRANT REVENUE OF $4,327,291 ALLOCABLE TO ITHAKA S+R REPORTED IN PART VIII, LINE 1E AND 1F.

    Expenses $8,140,429 · Revenue $2,462,561

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

Listed in Part VII

  • BARBARA ROCKENBACH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CURTIS L KENDRICK

    TRUSTEE

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DR CLAUDIA V SCHRADER

    TRUSTEE

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • HERBERT S WINOKUR JR

    TRUSTEE (THRU 6/2023)

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • JEFFREY A SINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KEVIN GUTHRIE

    TRUSTEE & PRESIDENT

    Total calculated
    $685,264
    From this org
    $622,956
    From related orgs
    $0
    Other
    $62,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $622,956
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $29,308
    Filer's total
    $685,264

  • LAUREN MESERVE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARTHA E POLLACK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAMELA YEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PETER J DOUGHERTY

    TRUSTEE

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • STEVEN G POSKANZER

    ITHAKA CHAIR

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • SYLVESTER A JOHNSON

    TRUSTEE

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • ARIELLE ALI START 52023

    CHIEF FINANCIAL OFFICER & TREASURER

    Total calculated
    $241,514
    From this org
    $205,905
    From related orgs
    $0
    Other
    $35,609
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,405
    Bonus
    $22,500
    Other
    $0
    Deferred
    $18,299
    Nontaxable benefits
    $17,310
    Filer's total
    $241,514

  • CATHARINE HILL

    MANAGING DIRECTOR, ITHAKA S+R

    Total calculated
    $400,554
    From this org
    $347,775
    From related orgs
    $0
    Other
    $52,779
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $347,775
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $19,779
    Filer's total
    $400,554

  • DEBORA BARRETT

    VP, WORK LIFE & CULTURE

    Total calculated
    $276,792
    From this org
    $234,069
    From related orgs
    $0
    Other
    $42,723
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,069
    Bonus
    $10,000
    Other
    $0
    Deferred
    $22,608
    Nontaxable benefits
    $20,115
    Filer's total
    $276,792

  • GERARD AURIGEMMA THRU 52023

    CHIEF FINANCIAL OFFICER & TREASURER

    Total calculated
    $377,138
    From this org
    $347,301
    From related orgs
    $0
    Other
    $29,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,795
    Bonus
    $0
    Other
    $197,506
    Deferred
    $15,000
    Nontaxable benefits
    $14,837
    Filer's total
    $377,138

  • KATE WITTENBERG

    MANAGING DIRECTOR, PORTICO

    Total calculated
    $337,498
    From this org
    $288,857
    From related orgs
    $0
    Other
    $48,641
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,857
    Bonus
    $0
    Other
    $0
    Deferred
    $28,526
    Nontaxable benefits
    $20,115
    Filer's total
    $337,498

  • NANCY KOPANS

    VP, GENERAL COUNSEL & SECRETARY

    Total calculated
    $408,562
    From this org
    $357,496
    From related orgs
    $0
    Other
    $51,066
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,496
    Bonus
    $10,000
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $18,066
    Filer's total
    $408,562

  • DALE MYERS

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $356,488
    From this org
    $314,582
    From related orgs
    $0
    Other
    $41,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $314,582
    Bonus
    $0
    Other
    $0
    Deferred
    $31,500
    Nontaxable benefits
    $10,406
    Filer's total
    $356,488

  • HEIDI BARTOLACCI

    VP, COMMUNICATIONS

    Total calculated
    $278,351
    From this org
    $227,021
    From related orgs
    $0
    Other
    $51,330
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $217,021
    Bonus
    $10,000
    Other
    $0
    Deferred
    $21,656
    Nontaxable benefits
    $29,674
    Filer's total
    $278,351

  • JABIN WHITE THRU 92023

    VP, CONTENT MANAGEMENT

    Total calculated
    $335,121
    From this org
    $296,458
    From related orgs
    $0
    Other
    $38,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,219
    Bonus
    $62
    Other
    $119,177
    Deferred
    $17,644
    Nontaxable benefits
    $21,019
    Filer's total
    $335,121

  • JOHN LENAHAN

    VP, PUBLISHED CONTENT

    Total calculated
    $373,179
    From this org
    $314,430
    From related orgs
    $0
    Other
    $58,749
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,935
    Bonus
    $23,495
    Other
    $0
    Deferred
    $29,075
    Nontaxable benefits
    $29,674
    Filer's total
    $373,179

  • MATT MACQUEEN

    VP, PRODUCT & DESIGN

    Total calculated
    $369,036
    From this org
    $312,585
    From related orgs
    $0
    Other
    $56,451
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,550
    Bonus
    $35
    Other
    $0
    Deferred
    $31,827
    Nontaxable benefits
    $24,624
    Filer's total
    $369,036

  • MICHELLE LEE

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $413,268
    From this org
    $351,831
    From related orgs
    $0
    Other
    $61,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $351,831
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $28,437
    Filer's total
    $413,268

  • REBECCA SEGER

    VICE PRESIDENT, IPSP

    Total calculated
    $421,211
    From this org
    $358,537
    From related orgs
    $0
    Other
    $62,674
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,537
    Bonus
    $0
    Other
    $0
    Deferred
    $33,000
    Nontaxable benefits
    $29,674
    Filer's total
    $421,211

  • ROBERT HETERICK

    SVP, OPEN COLLECT & INFRA

    Total calculated
    $374,156
    From this org
    $312,856
    From related orgs
    $0
    Other
    $61,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,856
    Bonus
    $0
    Other
    $1,000
    Deferred
    $31,992
    Nontaxable benefits
    $29,308
    Filer's total
    $374,156

  • SEYMOUR DOUGLAS

    VP, DATA & ANALYTICS

    Total calculated
    $324,159
    From this org
    $277,729
    From related orgs
    $0
    Other
    $46,430
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,729
    Bonus
    $0
    Other
    $0
    Deferred
    $28,364
    Nontaxable benefits
    $18,066
    Filer's total
    $324,159

  • ALEX HUMPHREYS

    VP, INNOVATION

    Total calculated
    $319,650
    From this org
    $263,302
    From related orgs
    $0
    Other
    $56,348
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,302
    Bonus
    $0
    Other
    $0
    Deferred
    $27,040
    Nontaxable benefits
    $29,308
    Filer's total
    $319,650

  • HARMONY FAUST

    VP, MARKETING

    Total calculated
    $335,055
    From this org
    $277,821
    From related orgs
    $0
    Other
    $57,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,821
    Bonus
    $5,000
    Other
    $0
    Deferred
    $27,560
    Nontaxable benefits
    $29,674
    Filer's total
    $335,055

  • MARTIN KURZWEIL

    VP, EDUC TRANSF S+R

    Total calculated
    $308,096
    From this org
    $253,510
    From related orgs
    $0
    Other
    $54,586
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,510
    Bonus
    $10,000
    Other
    $0
    Deferred
    $24,912
    Nontaxable benefits
    $29,674
    Filer's total
    $308,096

  • ROGER SCHONFELD

    VP, ORG STRATEGY & LSCM

    Total calculated
    $296,234
    From this org
    $242,014
    From related orgs
    $0
    Other
    $54,220
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,972
    Bonus
    $10,042
    Other
    $0
    Deferred
    $24,912
    Nontaxable benefits
    $29,308
    Filer's total
    $296,234

  • RONALD SNYDER JR

    DIR, RESEARCH & DEV

    Total calculated
    $275,507
    From this org
    $223,800
    From related orgs
    $0
    Other
    $51,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,712
    Bonus
    $0
    Other
    $5,088
    Deferred
    $22,033
    Nontaxable benefits
    $29,674
    Filer's total
    $275,507

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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, LINES 4A-B
DURING 2023, TWO EMPLOYEES INCLUDED IN PART VII RECEIVED SEVERANCE IN THE TOTAL AMOUNT OF $276,787. ITHAKA HARBORS, INC. MAINTAINS A 457(B) DEFERRED-COMPENSATION PLAN FOR ELIGIBLE EMPLOYEES, AS DESIGNATED AND APPROVED BY ITHAKA HARBORS INC.'S BOARD OF TRUSTEES. UNDER THE TERMS OF THIS PLAN, ELIGIBLE EMPLOYEES MAY MAKE ELECTIVE DEFERRALS UP TO THE MAXIMUM AMOUNT PERMITTED BY LAW. ITHAKA HARBORS, INC. DOES NOT CONTRIBUTE TO THIS PLAN.
PART I, LINE 7
DURING 2023, ITHAKA PROVIDED BONUS PAYMENTS TO IDENTIFIED EMPLOYEES BASED ON MEETING CERTAIN OBJECTIVE PERFORMANCE CRITERIA/METRICS. BONUS PAYMENTS ARE AUTHORIZED BY THE BOARD.

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.

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
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433169349301553

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