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Nonprofiteer
← CLEVELAND FOUNDATION

Form 990 for tax year 2022

Filed by CLEVELAND FOUNDATION.

Totals

Total revenue
$234,720,202
Total expenses
$160,647,426
Contributions and grants received
$158,222,967
Grants paid
$133,100,118
Program services expenses (Part IX)
$141,879,979
Management and general expenses
$12,421,640
Fundraising expenses
$6,345,807
Program service expenses (Part III)
$141,879,979

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SALLY GRIES

    CHAIRMAN AND DIRECTOR (THRU 3/31/22)

    Total calculated
    $0
    Hours/week
    4

  • CONNIE HILL-JOHNSON

    CHAIRMAN (EFF. 4/1/22) & DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • CARRIE CARPENTER

    VICE CHAIR (EFF 4/1/22) & DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RONALD ADRINE

    DIRECTOR (EFF 4/1/22)

    Total calculated
    $0
    Hours/week
    2

  • FRED BIDWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • APARNA BOLE

    DIRECTOR (EFF 4/1/22 THRU 7/1/22)

    Total calculated
    $0
    Hours/week
    1

  • MARGOT COPELAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KATHLEEN FERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HIROYUKI FUJITA

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $0
    Hours/week
    2

  • ROBERT A GLICK

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $0
    Hours/week
    2

  • REVDRROBIN HEDGEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID HELLER

    DIRECTOR (EFF 10/1/2022)

    Total calculated
    $0
    Hours/week
    2

  • CAREY JAROS

    DIRECTOR (EFF 4/1/22)

    Total calculated
    $0
    Hours/week
    2

  • STEWART KOHL

    DIRECTOR (EFF 4/1/22)

    Total calculated
    $0
    Hours/week
    2

  • RANDELL MCSHEPARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RONALD RATNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARIA SPANGLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD STOVSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GRAHAM VEYSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DANIEL WALSH

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $0
    Hours/week
    2

  • RONALD RICHARD

    PRESIDENT & CEO

    Total calculated
    $814,960
    From this org
    $746,199
    From related orgs
    $0
    Other
    $68,761
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $661,644
    Bonus
    $0
    Other
    $84,555
    Deferred
    $36,456
    Nontaxable benefits
    $32,305
    Filer's total
    $814,960

  • LILLIAN KURI

    EXECUTIVE VICE PRESIDENT & COO

    Total calculated
    $395,349
    From this org
    $347,277
    From related orgs
    $0
    Other
    $48,072
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $344,833
    Bonus
    $0
    Other
    $2,444
    Deferred
    $36,457
    Nontaxable benefits
    $11,615
    Filer's total
    $395,349

  • ROSANNE POTTER

    SENIOR VICE PRESIDENT/CFO/TREASURER

    Total calculated
    $381,321
    From this org
    $339,171
    From related orgs
    $0
    Other
    $42,150
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $335,607
    Bonus
    $0
    Other
    $3,564
    Deferred
    $36,391
    Nontaxable benefits
    $5,759
    Filer's total
    $381,321

  • INDIA LEE

    SENIOR VICE PRESIDENT

    Total calculated
    $350,065
    From this org
    $291,381
    From related orgs
    $0
    Other
    $58,684
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $287,190
    Bonus
    $0
    Other
    $4,191
    Deferred
    $33,727
    Nontaxable benefits
    $24,957
    Filer's total
    $350,065

  • LEON WILSON

    CHIEF TECHNOLOGY&INFORMATION OFFICER

    Total calculated
    $257,535
    From this org
    $213,865
    From related orgs
    $0
    Other
    $43,670
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $211,941
    Bonus
    $0
    Other
    $1,924
    Deferred
    $22,679
    Nontaxable benefits
    $20,991
    Filer's total
    $257,535

  • MONICA BROWN

    VICE PRESIDENT

    Total calculated
    $251,569
    From this org
    $213,206
    From related orgs
    $0
    Other
    $38,363
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $212,187
    Bonus
    $0
    Other
    $1,019
    Deferred
    $22,443
    Nontaxable benefits
    $15,920
    Filer's total
    $251,569

  • COLETTE JONES

    CHIEF MARKETING OFFICER

    Total calculated
    $218,906
    From this org
    $210,210
    From related orgs
    $0
    Other
    $8,696
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $209,625
    Bonus
    $0
    Other
    $585
    Deferred
    $0
    Nontaxable benefits
    $8,696
    Filer's total
    $218,906

  • GINGER MLAKAR

    GENERAL COUNSEL/SR.DIRECTOR

    Total calculated
    $241,607
    From this org
    $195,844
    From related orgs
    $0
    Other
    $45,763
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $194,113
    Bonus
    $0
    Other
    $1,731
    Deferred
    $19,955
    Nontaxable benefits
    $25,808
    Filer's total
    $241,607

  • LESLIE A DUNFORD

    VICE PRESIDENT

    Total calculated
    $215,312
    From this org
    $177,456
    From related orgs
    $0
    Other
    $37,856
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,120
    Bonus
    $0
    Other
    $2,336
    Deferred
    $16,968
    Nontaxable benefits
    $20,888
    Filer's total
    $215,312

  • KAYE RIDOLFI

    SENIOR VICE PRESIDENT

    Total calculated
    $133,603
    From this org
    $113,370
    From related orgs
    $0
    Other
    $20,233
    Hours/week
    50

  • MEGAN WILSON

    CHIEF OF STAFF/CORPORATE SECRETARY

    Total calculated
    $131,765
    From this org
    $112,983
    From related orgs
    $0
    Other
    $18,782
    Hours/week
    50

  • LETA OBERTACZ

    SENIOR VICE PRESIDENT

    Total calculated
    $101,319
    From this org
    $96,819
    From related orgs
    $0
    Other
    $4,500
    Hours/week
    50

  • HELEN WILLIAMS

    PROGRAM DIRECTOR

    Total calculated
    $258,158
    From this org
    $217,386
    From related orgs
    $0
    Other
    $40,772
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $208,402
    Bonus
    $0
    Other
    $8,984
    Deferred
    $22,010
    Nontaxable benefits
    $18,762
    Filer's total
    $258,158

  • DALE ANGLIN

    VICE PRESIDENT-PROGRAM

    Total calculated
    $234,312
    From this org
    $203,508
    From related orgs
    $0
    Other
    $30,804
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,722
    Bonus
    $0
    Other
    $1,786
    Deferred
    $20,739
    Nontaxable benefits
    $10,065
    Filer's total
    $234,312

  • KATHY PARKER

    CONTROLLER

    Total calculated
    $214,154
    From this org
    $174,774
    From related orgs
    $0
    Other
    $39,380
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,234
    Bonus
    $0
    Other
    $1,540
    Deferred
    $17,234
    Nontaxable benefits
    $22,146
    Filer's total
    $214,154

  • KATHLEEN HALLISSEY

    PROGRAM DIRECTOR

    Total calculated
    $212,119
    From this org
    $165,483
    From related orgs
    $0
    Other
    $46,636
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $164,024
    Bonus
    $0
    Other
    $1,459
    Deferred
    $16,075
    Nontaxable benefits
    $30,561
    Filer's total
    $212,119

  • TERRI EASON

    SR. DIRECTOR-ADV.EQUITY INITIATIVES

    Total calculated
    $210,248
    From this org
    $165,143
    From related orgs
    $0
    Other
    $45,105
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,705
    Bonus
    $0
    Other
    $1,438
    Deferred
    $15,782
    Nontaxable benefits
    $29,323
    Filer's total
    $210,248

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

  • 1a · Personal services (maid, chauffeur, chef)
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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 1B
PURSUANT TO MR. RICHARD'S EMPLOYMENT CONTRACT, THE FOUNDATION PAID $14,000 IN FEES TO AN OUTSIDE ADVISOR FOR FINANCIAL PLANNING AND TAX ADVISORY SERVICES FOR MR. RICHARD. THOSE FEES WERE INCLUDED IN MR. RICHARD'S COMPENSATION.
PART I, LINE 4B
THE FOUNDATION PROVIDES THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") FOR THE BENEFIT OF CERTAIN MANAGEMENT AND SENIOR LEVEL EMPLOYEES SPECIFIED BY THE PLAN OR OTHERWISE DETERMINED BY THE FOUNDATION AND HAS EXTENDED IT TO ALL OFFICERS WHO ARE AT THE SENIOR VICE PRESIDENT LEVEL AND ABOVE. THE PURPOSE OF THE SERP IS TO PROVIDE BENEFITS TO SERP PARTICIPANTS ON THE SAME BASIS AS ARE PROVIDED TO ALL EMPLOYEES UNDER THE FOUNDATION'S 403(B) PLAN IN THE SITUATIONS WHERE AMOUNTS ALLOCATED UNDER THE 403(B) PLAN ARE LIMITED BY FEDERAL TAX LAW (RESULTING IN A "PREVENTED ALLOCATION"). UNDER THE SERP, EACH YEAR AN AMOUNT EQUAL TO 105.5% OF THE SERP PARTICIPANT'S PREVENTED ALLOCATION IS CREDITED TO HIS OR HER SERP ACCOUNT. BECAUSE THIS AMOUNT IS IMMEDIATELY VESTED AND TAXABLE, A PARTIAL DISTRIBUTION IS MADE TO THE PARTICIPANT DETERMINED WITH REFERENCE TO CURRENT YEAR TAXES. FOLLOWING RETIREMENT, DEATH, OR OTHER TERMINATION OF EMPLOYMENT, THE UNDISTRIBUTED BALANCE OF THE SERP ACCOUNT (WITH EARNINGS CREDITED ANNUALLY AT A RATE DETERMINED WITH REFERENCE TO THE 403(B) PLAN IS DISTRIBUTED TO THE PARTICIPANT IN TWO ANNUAL INSTALLMENTS. NO FUNDS ARE SET ASIDE FOR PAYMENT OF SERP BENEFITS; THEY ARE COMPLETELY UNFUNDED AND EACH PARTICIPANT IS AN UNSECURED CREDITOR OF THE ORGANIZATION. IN 2022, MR. RICHARD ($53,762), MS. KURI ($1,202) AND MS. OBERTACZ ($6,528) RECEIVED BENEFITS UNDER THE SERP. THE FOUNDATION ALSO ALLOWS FOR PARTICIPANT CONTRIBUTIONS UNDER A 457(B) PLAN. UNDER THE 457(B) PLAN, ELIGIBLE PARTICIPANTS MAY ELECT TO DEFER FUNDS UP TO THE ANNUAL LIMIT IMPOSED BY THE FEDERAL TAX LAW.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202303189349316490

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

The source document this was parsed from is served over the API, which is where bulk and document access live.