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← ERIE FAMILY HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by ERIE FAMILY HEALTH FOUNDATION INC.

Totals

Total revenue
$2,010,010
Total expenses
$2,016,524
Contributions and grants received
$1,991,694
Grants paid
$1,991,694
Program services expenses (Part IX)
$2,016,524
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,016,524

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LEE FRANCIS

    PRESIDENT & CEO

    Total calculated
    $534,523
    From this org
    $0
    From related orgs
    $449,586
    Other
    $84,937
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,622 related
    Bonus
    $0 + $74,246 related
    Other
    $0 + $51,718 related
    Deferred
    $0 + $83,250 related
    Nontaxable benefits
    $0 + $1,687 related
    Filer's total
    $0 + $534,523 related

  • AMY BLUMENTHAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BETSY BANKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Feldman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Feyce Peralta MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Guari Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Sherman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA CUSHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LORY MISHRA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANCY BOCK

    Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SUSAN GARRETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID C BRUCE

    TREASURER

    Total calculated
    $351,375
    From this org
    $0
    From related orgs
    $304,325
    Other
    $47,050
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,055 related
    Bonus
    $0 + $35,176 related
    Other
    $0 + $27,094 related
    Deferred
    $0 + $26,516 related
    Nontaxable benefits
    $0 + $20,534 related
    Filer's total
    $0 + $351,375 related

  • Melissa Hilton

    SECRETARY & EXECUTIVE DIRECTOR

    Total calculated
    $257,591
    From this org
    $0
    From related orgs
    $212,559
    Other
    $45,032
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,503 related
    Bonus
    $0 + $28,506 related
    Other
    $0 + $34,550 related
    Deferred
    $0 + $19,663 related
    Nontaxable benefits
    $0 + $25,369 related
    Filer's total
    $0 + $257,591 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)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ERIE FAMILY HEALTH CENTER HAS ESTABLISHED A SUPPLEMENTAL NONQUALIFIED §457(F) RETIREMENT PLAN THAT ALLOWS FOR CERTAIN INDIVIDUALS TO PARTICIPATE IN THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED DEFERRALS TO THE PLAN DURING CALENDAR YEAR 2023. THESE DEFERRALS ARE REPORTED ON SCHEDULEJ, PART II, COLUMN (C). 1. DAVID BRUCE - $20,000 2. LEE FRANCIS - $75,000 3. MELISSA HILTON - $15,000 THE FOLLOWING INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE PLAN DURING CALENDAR YEAR 2023. THESE DISTRIBUTIONS ARE REPORTED ON SCHEDULEJ, PART II, COLUMNS (B)iii AND (F). 1. DAVID BRUCE - $16,046 2. LEE FRANCIS - $24,174 3. MELISSA HILTON - $10,833

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202511339349307141

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