Totals
- Total revenue
- $32,060,164
- Total expenses
- $20,620,759
- Contributions and grants received
- $19,354,025
- Grants paid
- $270,253
- Program services expenses (Part IX)
- $16,419,848
- Management and general expenses
- $3,747,592
- Fundraising expenses
- $453,319
- Program service expenses (Part III)
- $16,419,848
Program services were 79.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
PAUL BENOIT
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
JO ANN KAUFFMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
RONALD GRZYWINSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
ALEXA KELLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
ALAN OKAGAKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
STAN AMY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
WALT KRUMBHOLZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
SHIVON BRITE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
MARY HOUGHTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
LINDA NETTKOVEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
ANDREA CAUPAIN SANDERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
LEE WINSLETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
ADAM ZIMMERMAN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $325,376
- From this org
- $301,065
- From related orgs
- $0
- Other
- $24,311
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $278,783
- Bonus
- $21,842
- Other
- $440
- Deferred
- $16,416
- Nontaxable benefits
- $7,895
- Filer's total
- $325,376
-
BRUCE BROOKS
PRESIDENT
- Total calculated
- $250,764
- From this org
- $218,814
- From related orgs
- $0
- Other
- $31,950
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $202,739
- Bonus
- $15,635
- Other
- $440
- Deferred
- $14,841
- Nontaxable benefits
- $17,109
- Filer's total
- $250,764
-
RONALENE MONTEITH
CHIEF CREDIT OFFICER, EVP
- Total calculated
- $205,105
- From this org
- $175,002
- From related orgs
- $0
- Other
- $30,103
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $161,893
- Bonus
- $12,669
- Other
- $440
- Deferred
- $12,445
- Nontaxable benefits
- $17,658
- Filer's total
- $205,105
-
MARK STEVENSON
NEW MARKETS TAX CREDIT DIRECTOR, EVP
- Total calculated
- $199,663
- From this org
- $163,438
- From related orgs
- $0
- Other
- $36,225
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $150,023
- Bonus
- $12,975
- Other
- $440
- Deferred
- $11,706
- Nontaxable benefits
- $24,519
- Filer's total
- $199,663
-
JANE REPENSEK
CHIEF FINANCIAL OFFICER, EVP
- Total calculated
- $152,443
- From this org
- $147,160
- From related orgs
- $0
- Other
- $5,283
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $146,800
- Bonus
- $0
- Other
- $360
- Deferred
- $0
- Nontaxable benefits
- $5,283
- Filer's total
- $152,443
-
SONYA LYNN
CHIEF OPERATING OFFICER
- Total calculated
- $168,764
- From this org
- $143,849
- From related orgs
- $0
- Other
- $24,915
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $133,129
- Bonus
- $10,280
- Other
- $440
- Deferred
- $6,751
- Nontaxable benefits
- $18,164
- Filer's total
- $168,764
-
MICHAEL DICKERSON
INNOVATION AND EVALUATION DIRECTOR
- Total calculated
- $223,354
- From this org
- $208,803
- From related orgs
- $0
- Other
- $14,551
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $194,443
- Bonus
- $14,000
- Other
- $360
- Deferred
- $12,447
- Nontaxable benefits
- $2,104
- Filer's total
- $223,354
-
JAMES GALBRAITH
LEGAL COUNSEL, VP
- Total calculated
- $190,098
- From this org
- $176,243
- From related orgs
- $0
- Other
- $13,855
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,384
- Bonus
- $9,419
- Other
- $440
- Deferred
- $5,698
- Nontaxable benefits
- $8,157
- Filer's total
- $190,098
-
TURNER WASKOM
COMMERCIAL LENDING DIRECTOR, SVP
- Total calculated
- $162,774
- From this org
- $158,081
- From related orgs
- $0
- Other
- $4,693
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,723
- Bonus
- $10,698
- Other
- $660
- Deferred
- $3,600
- Nontaxable benefits
- $1,093
- Filer's total
- $162,774
-
MICHAEL WU
IT DIRECTOR, VP
- Total calculated
- $176,595
- From this org
- $149,033
- From related orgs
- $0
- Other
- $27,562
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,013
- Bonus
- $11,288
- Other
- $2,732
- Deferred
- $10,078
- Nontaxable benefits
- $17,484
- Filer's total
- $176,595
-
MARGARET WEILAND
DEVELOPMENT DIRECTOR, SVP
- Total calculated
- $178,267
- From this org
- $143,390
- From related orgs
- $0
- Other
- $34,877
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,471
- Bonus
- $8,325
- Other
- $594
- Deferred
- $8,635
- Nontaxable benefits
- $26,242
- Filer's total
- $178,267
-
TERESA PARRIETT
CONTROLLER, VP
- Total calculated
- $158,496
- From this org
- $144,383
- From related orgs
- $0
- Other
- $14,113
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,900
- Bonus
- $10,585
- Other
- $1,898
- Deferred
- $5,246
- Nontaxable benefits
- $8,867
- Filer's total
- $158,496
-
DESIREE MICHIELS
CONSUMER LENDING DIRECTOR, SVP
- Total calculated
- $154,716
- From this org
- $137,424
- From related orgs
- $0
- Other
- $17,292
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,323
- Bonus
- $9,661
- Other
- $440
- Deferred
- $6,768
- Nontaxable benefits
- $10,524
- Filer's total
- $154,716
-
SAIF HAKIM
COMMERCIAL LENDING TEAM MANAGER, VP
- Total calculated
- $145,639
- From this org
- $142,108
- From related orgs
- $0
- Other
- $3,531
- Hours/week
- 40
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE ORGANIZATION HAS A DISCRETIONARY BONUSING PROGRAM BASED ON THE OVERALL FINANCIAL PERFORMANCE OF THE ORGANIZATION AND INDIVIDUAL PERFORMANCE. THIS BONUSING PROGRAM IS OFFERED TO ALL EMPLOYEES AND OFFICERS EXCEPT THE PRESIDENT AND CEO. THE CEO'S BONUS IS AT THE SOLE DISCRETION OF THE BOARD. THE PRESIDENT'S BONUS IS MANAGED BY THE CEO. BONUSES WERE AWARDED FOR EMPLOYEES, OFFICERS AND THE CEO IN 2023.
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
-
$22,000
PROGRAM SUPPORT
-
PROGRAM SUPPORT
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.
-
501(C)(3) · LENDING · WA · controlled entity
Directly controlled by CRAFT3
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413179349307816
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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