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Nonprofiteer
← IMMANUEL TRINITY AFFORDABLE INC

Form 990 for tax year 2023

Filed by IMMANUEL TRINITY AFFORDABLE INC.

Totals

Total revenue
$1,643,134
Total expenses
$1,959,004
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$1,375,422
Management and general expenses
$583,582
Fundraising expenses
$0
Program service expenses (Part III)
$1,375,422

Program services were 70.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAN FRIEDLUND

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 3.2 related

  • DEBORAH CONLEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • BRENDA BERGMAN-EVANS PHD

    APRN, MEMBER

    Total calculated
    $14,963
    From this org
    $0
    From related orgs
    $14,963
    Other
    $0
    Hours/week
    0.1 + 3.2 related

  • BETTY FOSTER PHD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • MARY BALLUFF

    MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • REV TIMOTHY KOESTER

    MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • DELIGHT WREED BYRD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • CAROLINA PADILLA

    MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • ERIC N GURLEY

    PRESIDENT & CEO/SECRETARY

    Total calculated
    $893,905
    From this org
    $0
    From related orgs
    $615,818
    Other
    $278,087
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,480 related
    Bonus
    $0 + $102,690 related
    Other
    $0 + $11,648 related
    Deferred
    $0 + $234,276 related
    Nontaxable benefits
    $0 + $44,962 related
    Filer's total
    $0 + $895,056 related

  • JULIE PALADINO-KAMINSKI

    CHIEF OPERATING OFFICER

    Total calculated
    $390,458
    From this org
    $0
    From related orgs
    $331,514
    Other
    $58,944
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,561 related
    Bonus
    $0 + $55,816 related
    Other
    $0 + $8,137 related
    Deferred
    $0 + $17,344 related
    Nontaxable benefits
    $0 + $42,597 related
    Filer's total
    $0 + $391,455 related

  • SCOTT BEAR

    CFO & TREASURER

    Total calculated
    $378,740
    From this org
    $0
    From related orgs
    $329,371
    Other
    $49,369
    Hours/week
    3 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,844 related
    Bonus
    $0 + $52,390 related
    Other
    $0 + $8,137 related
    Deferred
    $0 + $15,916 related
    Nontaxable benefits
    $0 + $34,426 related
    Filer's total
    $0 + $379,713 related

  • TAMMY SEALER

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $314,840
    From this org
    $0
    From related orgs
    $279,597
    Other
    $35,243
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,719 related
    Bonus
    $0 + $45,741 related
    Other
    $0 + $8,137 related
    Deferred
    $0 + $16,671 related
    Nontaxable benefits
    $0 + $19,502 related
    Filer's total
    $0 + $315,770 related

  • RHONDA DISTEFANO VP

    CONSTR, FACILITIES MGMT & ENV SVCS

    Total calculated
    $281,711
    From this org
    $0
    From related orgs
    $255,180
    Other
    $26,531
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,735 related
    Bonus
    $0 + $47,308 related
    Other
    $0 + $8,137 related
    Deferred
    $0 + $13,233 related
    Nontaxable benefits
    $0 + $14,188 related
    Filer's total
    $0 + $282,601 related

  • ELIZABETH HARRIS SVP

    HR STRATEGY & EE EXPERIENCE

    Total calculated
    $242,528
    From this org
    $0
    From related orgs
    $206,156
    Other
    $36,372
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,426 related
    Bonus
    $0 + $32,730 related
    Other
    $0
    Deferred
    $0 + $12,644 related
    Nontaxable benefits
    $0 + $24,586 related
    Filer's total
    $0 + $243,386 related

  • MARVIN PEARSON

    VP INFORMATION TECHNOLOGY

    Total calculated
    $229,712
    From this org
    $0
    From related orgs
    $221,643
    Other
    $8,069
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,166 related
    Bonus
    $0 + $34,477 related
    Other
    $0
    Deferred
    $0 + $8,069 related
    Nontaxable benefits
    $0 + $868 related
    Filer's total
    $0 + $230,580 related

  • JOHN CROGHAN

    VP COMMUNITY OPERATIONS

    Total calculated
    $271,627
    From this org
    $0
    From related orgs
    $217,066
    Other
    $54,561
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,368 related
    Bonus
    $0 + $39,698 related
    Other
    $0
    Deferred
    $0 + $13,932 related
    Nontaxable benefits
    $0 + $41,506 related
    Filer's total
    $0 + $272,504 related

  • BRYNN RODGERS

    DIRECTOR OF COMMUNITY OPERATIONS

    Total calculated
    $201,150
    From this org
    $0
    From related orgs
    $191,154
    Other
    $9,996
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,037 related
    Bonus
    $0 + $23,117 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $10,842 related
    Filer's total
    $0 + $201,996 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 COMPENSATED OFFICERS ARE EMPLOYEES OF IMMANUEL, A RELATED ENTITY. THE BOARD'S EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE TO REVIEW AND APPROVE THE TOTAL COMPENSATION FOR ERIC GURLEY, AND TO APPROVE THE BONUS PLAN AND PAYOUT OF BONUSES TO THE LEADERSHIP TEAM. THE COMPENSATION COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT TO HELP SET SALARIES AND BENEFITS.
PART I, LINE 4B
ERIC N. GURLEY, PRESIDENT & CEO, PARTICIPANTED IN AN ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN AND DEFERRED COMPENSATION PLAN THAT MEET THE REQUIREMENTS OF SECTIONS 409A AND 457(F). BOTH PLANS ARE SPONSORED BY IMMANUEL. AS OF DECEMBER 31, 2023, ERIC GURLEY'S DEFERRED COMPENSATION ACCOUNT WAS CREDITED WITH $210,126. PREMIUMS OF $157,474 WERE PAID FOR THE ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN POLICY. UNDER THE PLAN, IMMANUEL ENDORSES TO ERIC GURLEY THE RIGHT TO DESIGNATE A BENEFICIARY FOR THE PORTION OF THE DEATH BENEFIT IN EXCESS OF THE GREATER OF THE CASH SURRENDER VALUE OR PREMIUMS PAID. THE VALUE OF THAT RIGHT, WHICH WAS INCLUDED IN ERIC GURLEY'S REPORTABLE COMPENSATION, WAS $3,511. AS OF JUNE 30, 2024, THE DEATH BENEFIT IN EXCESS OF PREMIUMS PAID WAS $2,641,751.
PART I, LINE 6
THE ORGANIZATION DOES NOT PAY OR ACCRUE ANY COMPENSATION BASED ON THE REVENUES OR THE NET EARNINGS OF THE ORGANIZATION OR ANY RELATED ORGANIZATION. HOWEVER, A SMALL PERCENTAGE OF THE BONUSES PAID TO ERIC N. GURLEY, JULIE PALADINO-KAMINSKI, SCOTT BEAR, TAMMY SEALER, RHONDA DISTEFANO, JOHN CROGHAN, ELIZABETH HARRIS, MARVIN PEARSON, AND BRYNN RODGERS IS BASED ON AN OPERATING MARGIN CALCULATION OF IMMANUEL AND RELATED TAX-EXEMPT ORGANIZATIONS.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202501279349302995

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

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