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Nonprofiteer
← THE MAX FOUNDATION

Form 990 for tax year 2023

Filed by THE MAX FOUNDATION.

Totals

Total revenue
$7,085,779
Total expenses
$6,926,687
Contributions and grants received
$910,276
Grants paid
$523,450
Program service revenue
$6,283,459
Investment income
-$10,833
Other revenue
-$97,123
Total assets, end of year
$2,637,444
Total liabilities, end of year
$258,702
Net assets or fund balances, end of year
$2,378,742
Program services expenses (Part IX)
$3,780,580
Management and general expenses
$2,466,512
Fundraising expenses
$679,595
Program service expenses (Part III)
$3,780,580

Program services were 54.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PATRICIA GARCIA-GONZALEZ

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $338,030
    From this org
    $311,492
    From related orgs
    $0
    Other
    $26,538
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $270,912
    Bonus
    $40,580
    Other
    $0
    Deferred
    $8,390
    Nontaxable benefits
    $18,148
    Filer's total
    $338,030

  • PAULA BOULTBEE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • CURT MALLOY

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • MIKA MATSUZAKI

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • JERALD JERRY RADICH MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • SUSAN JERIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • MABEL WOLOJ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • EDGAR THOMAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • MARIA PIA RUFULLI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • PATRICIA M PEARCE

    CFO & VP, ADMINISTRATION (THRU 8/23)

    Total calculated
    $151,085
    From this org
    $136,866
    From related orgs
    $0
    Other
    $14,219
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $123,191
    Bonus
    $0
    Other
    $13,675
    Deferred
    $4,156
    Nontaxable benefits
    $10,063
    Filer's total
    $151,085

  • JOHN MENAPACE

    CFO & VP, ADMINISTRATION (FROM 5/23)

    Total calculated
    $128,456
    From this org
    $119,493
    From related orgs
    $0
    Other
    $8,963
    Hours/week
    40 + 2 related

  • MICHAEL WRIGGLESWORTH

    VICE PRESIDENT, PROGRAM OPERATIONS

    Total calculated
    $195,176
    From this org
    $189,391
    From related orgs
    $0
    Other
    $5,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,391
    Bonus
    $0
    Other
    $0
    Deferred
    $5,682
    Nontaxable benefits
    $103
    Filer's total
    $195,176

  • CRAIG ANDERSON

    DIRECTOR OF IT

    Total calculated
    $158,656
    From this org
    $136,953
    From related orgs
    $0
    Other
    $21,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,953
    Bonus
    $0
    Other
    $0
    Deferred
    $4,109
    Nontaxable benefits
    $17,594
    Filer's total
    $158,656

  • WILMA COMENAT

    VICE PRESIDENT, DEVELOPMENT

    Total calculated
    $174,838
    From this org
    $157,955
    From related orgs
    $0
    Other
    $16,883
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $157,955
    Bonus
    $0
    Other
    $0
    Deferred
    $4,830
    Nontaxable benefits
    $12,053
    Filer's total
    $174,838

  • SANDY BREWSTER

    CONTROLLER/DIRECTOR OF ACCOUNTING

    Total calculated
    $136,485
    From this org
    $120,205
    From related orgs
    $0
    Other
    $16,280
    Hours/week
    40

  • PATRICK FLANAGAN

    HUMAN RESOURCES MANAGER

    Total calculated
    $113,855
    From this org
    $104,664
    From related orgs
    $0
    Other
    $9,191
    Hours/week
    40

  • BRYAN MURPHY

    VICE PRESIDENT, PROGRAMS

    Total calculated
    $163,514
    From this org
    $146,481
    From related orgs
    $0
    Other
    $17,033
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $146,481
    Bonus
    $0
    Other
    $0
    Deferred
    $4,467
    Nontaxable benefits
    $12,566
    Filer's total
    $163,514

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 · Independent compensation consultant
  • 3 · Written employment contract
  • 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
PATRICIA GARCIA-GONZALEZ, CEO, RECEIVED A NON-FIXED PAYMENT IN THE FORM OF A BONUS, PURSUANT TO HER EMPLOYMENT AGREEMENT. THE BONUS WAS REVIEWED AND APPROVED BY THE BOARD BASED ON HER PERFORMANCE AND A VARIETY OF OTHER FACTORS.

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.

  • MAXAID

    501(C)(3) · SUPPORT MAX FOUNDATION · WA · controlled entity

    Directly controlled by THE MAX FOUNDATION

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE MAX FOUNDATION SOUTH AFRICA TRUST

    T · TO SUPPORT MAX FOUNDATION · SF · 100% owned · share of income -$64,129 · share of assets $4,813 · controlled entity

    Directly controlled by MAX FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2024
IRS schema version
2023v5.1
Source object
202422289349302312

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