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← EMPLOYEE ASSISTANCE FOUNDATION

Form 990 for tax year 2022

Filed by EMPLOYEE ASSISTANCE FOUNDATION.

Totals

Total revenue
$3,736,955
Total expenses
$2,667,341
Contributions and grants received
$3,694,843
Grants paid
$2,238,270
Program service revenue
$0
Investment income
$42,112
Other revenue
$0
Total assets, end of year
$5,140,864
Total liabilities, end of year
$131,082
Net assets or fund balances, end of year
$5,009,782
Program services expenses (Part IX)
$2,500,322
Management and general expenses
$167,019
Fundraising expenses
$0
Program service expenses (Part III)
$2,500,322

Program services were 93.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN G DAVIES

    PRESIDENT THRU 02/2022

    Total calculated
    $726,520
    From this org
    $0
    From related orgs
    $689,899
    Other
    $36,621
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,463 related
    Bonus
    $0
    Other
    $0 + $434,436 related
    Deferred
    $0 + $16,294 related
    Nontaxable benefits
    $0 + $20,327 related
    Filer's total
    $0 + $726,520 related

  • JOHN M SPAIN

    VICE PRESIDENT

    Total calculated
    $469,620
    From this org
    $0
    From related orgs
    $418,395
    Other
    $51,225
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,135 related
    Bonus
    $0
    Other
    $0 + $39,260 related
    Deferred
    $0 + $37,675 related
    Nontaxable benefits
    $0 + $13,550 related
    Filer's total
    $0 + $469,620 related

  • EDMUND J GIERING IV

    SECRETARY

    Total calculated
    $286,099
    From this org
    $0
    From related orgs
    $211,328
    Other
    $74,771
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,692 related
    Bonus
    $0
    Other
    $0 + $26,636 related
    Deferred
    $0 + $45,459 related
    Nontaxable benefits
    $0 + $29,312 related
    Filer's total
    $0 + $286,099 related

  • DEBORAH PICKELL

    TREASURER

    Total calculated
    $298,418
    From this org
    $0
    From related orgs
    $238,440
    Other
    $59,978
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,066 related
    Bonus
    $0
    Other
    $0 + $25,374 related
    Deferred
    $0 + $48,790 related
    Nontaxable benefits
    $0 + $11,188 related
    Filer's total
    $0 + $298,418 related

  • CHRISTOPHER JOHN MEYER

    PRESIDENT

    Total calculated
    $459,998
    From this org
    $0
    From related orgs
    $434,790
    Other
    $25,208
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,540 related
    Bonus
    $0 + $86,250 related
    Other
    $0 + $11,000 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,208 related
    Filer's total
    $0 + $459,998 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, 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

  • 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
A RELATED TAX EXEMPT ORGANIZATION DETERMINES THE COMPENSATION OF AND PAYS THE PRESIDENT. THE RELATED ORGANIZATION'S BOARD CHAIR PREPARES AND DISTRIBUTES A CEO SURVEY TO ALL OF THE CURRENT BOARD MEMBERS OF THE RELATED ORGANIZATION. THE CHAIR COLLECTS THE COMPLETED SURVEYS AND PREPARES AN ANONYMOUS SUMMARY OF THE RESULTS. THE RELATED ORGANIZATION'S INDEPENDENT COMPENSATION COMMITTEE REVIEWS THE RESULTS AND USES THEIR KNOWLEDGE OF COMPARABLE DATA FROM SIMILAR FOUNDATION PEERS AND STANDARDS FROM SIMILAR POSITIONS WITHIN THE BATON ROUGE COMMUNITY TO DETERMINE THE CEO SALARY FOR THE NEXT YEAR. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE RELATED ORGANIZATION'S BOARD FOR THE CEO'S SALARY. THE BOARD APPROVES THE CEO'S SALARY AND DOCUMENTS THE PROCESS.
PART I LINE 4B
JOHN DAVIES PARTICIPATES IN A RELATED ORGANIZATION'S IRC SECTION 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN IS DESIGNED TO PROVIDE A RETIREMENT SUPPLEMENT FOR EXECUTIVE PARTICIPANTS. JOHN DAVIES RECEIVED A $421,419 DISTRIBUTION FROM THE PLAN DURING THE TAX YEAR. EDMUND GIERING AND DEBORAH PICKELL PARTICIPATE IN AN IRC SECTION 457(F) DEFERRED COMPENSATION PLAN AS A RESULT OF HIS/HER EMPLOYEMENT WITH A RELATED ORGANIZATION. THE PLAN IS DESIGNED TO PROVIDE A RETIREMENT SUPPLEMENT FOR EXECUTIVE PARTICIPANTS. THEY EARN 20% GROSS SALARY PER YEAR. THE BALANCE ACCUMULATED IN THE PLAN IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. NO DISTRIBUTIONS WERE RECEIVED FROM THE PLAN IN THE CURRENT YEAR.

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CPDC PROPERTIES LP

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • 5401 NORTH LLC

    N/A · REAL ESTATE · LA

    Directly controlled by WMF

  • 5401 NORTH INVESTMENTS III LLC

    N/A · REAL ESTATE · LA

    Directly controlled by WMF

  • 5401 CFN I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by 5401 NORTH INVE

  • CPRT AMERICANA LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPRT

  • 5401 NORTH INVESTMENTS I

    N/A · REAL ESTATE · LA

    Directly controlled by CPRT

  • TRANSBIO VENTURES LP

    N/A · INVESTMENT · DE

    Directly controlled by BRAF

  • CANCER FOCUS FUND

    N/A · INVESTMENT · TX

    Directly controlled by BRAF

  • BCBC LAND LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPDC PROPERTIES

  • BCBC SHOPPES LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPDC PROPERTIES

  • CPRT QOF I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • CPRT QOZB I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • CPRT QOZB II LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • KANNAPOLIS CROSSING LP

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313179349304476

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