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Nonprofiteer
← CHARLESTON REGIONAL DEVELOPMENT ALLIANCE

Form 990 for tax year 2023

Filed by CHARLESTON REGIONAL DEVELOPMENT ALLIANCE.

Totals

Total revenue
$4,061,166
Total expenses
$4,258,145
Contributions and grants received
$4,119,480
Grants paid
$0
Program service revenue
$0
Investment income
-$119,931
Other revenue
$61,617
Total assets, end of year
$3,766,841
Total liabilities, end of year
$1,502,039
Net assets or fund balances, end of year
$2,264,802
Program services expenses (Part IX)
$3,709,631
Management and general expenses
$417,915
Fundraising expenses
$130,599
Program service expenses (Part III)
$3,709,631

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,939,470

  • 1f · All other contributions, gifts and grants

    $2,180,010

  • 3 · Investment income

    total $67,939 · excluded $67,939

  • 7a · Gross sales of assets other than inventory

    securities $1,926,508

  • 7b · Less cost or other basis and sales expenses

    securities $1,935,788 · other assets $178,590

  • 7c · Gain or loss

    securities -$9,280 · other assets -$178,590

  • 7d · Net gain or loss

    total -$187,870 · related or exempt -$187,870

  • 11a · Other revenue: MANAGEMENT FEES

    total $44,000 · excluded $44,000

  • 11b · Other revenue: CASH BACK & FORFEITURES

    total $17,617 · excluded $17,617

  • 11e · Other revenue, total

    $61,617

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,000,569 · program services $822,345 · management and general $132,299 · fundraising $45,925

  • 7 · Other salaries and wages

    total $991,393 · program services $867,038 · management and general $75,861 · fundraising $48,494

  • 8 · Pension plan contributions

    total $146,549 · program services $124,288 · management and general $15,314 · fundraising $6,947

  • 9 · Other employee benefits

    total $120,467 · program services $102,168 · management and general $12,589 · fundraising $5,710

  • 10 · Payroll taxes

    total $146,346 · program services $124,116 · management and general $15,293 · fundraising $6,937

  • 11b · Fees: legal

    total $4,505 · management and general $4,505

  • 11c · Fees: accounting

    total $58,274 · management and general $58,274

  • 11g · Fees: other

    total $80,863 · program services $40,714 · management and general $39,952 · fundraising $197

  • 12 · Advertising and promotion

    total $489,333 · program services $489,333

  • 13 · Office expenses

    total $65,792 · program services $55,457 · management and general $8,224 · fundraising $2,111

  • 14 · Information technology

    total $135,533 · program services $123,119 · management and general $9,877 · fundraising $2,537

  • 16 · Occupancy

    total $293,757 · program services $247,608 · management and general $36,720 · fundraising $9,429

  • 19 · Conferences, conventions and meetings

    total $424,785 · program services $424,785

  • 22 · Depreciation, depletion and amortization

    total $39,438 · program services $33,242 · management and general $4,930 · fundraising $1,266

  • 23 · Insurance

    total $30,771 · program services $25,937 · management and general $3,846 · fundraising $988

  • 24a · Other expenses: MARKET RESEARCH

    total $193,064 · program services $193,064

  • 24b · Other expenses: MEMBERSHIPS AND SPONSORS

    total $34,856 · program services $34,856

  • 24c · Other expenses: MISCELLANEOUS

    total $1,850 · program services $1,561 · management and general $231 · fundraising $58

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $229,162 · end of year $445,457

  • 2 · Savings and temporary cash investments

    beginning of year $2,182,796 · end of year $1,844,535

  • 4 · Accounts receivable

    beginning of year $20,709 · end of year $55,369

  • 9 · Prepaid expenses and deferred charges

    beginning of year $114,448 · end of year $67,725

  • 10a · Land, buildings and equipment: cost or other basis

    $112,429

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,662

  • 10c · Land, buildings and equipment, net

    beginning of year $217,098 · end of year $106,767

  • 15 · Other assets

    beginning of year $283,768 · end of year $1,246,988

  • 17 · Accounts payable and accrued expenses

    beginning of year $289,508 · end of year $310,051

  • 25 · Other liabilities

    beginning of year $278,442 · end of year $1,191,988

  • 27 · Net assets without donor restrictions

    beginning of year $1,735,536 · end of year $1,592,182

  • 28 · Net assets with donor restrictions

    beginning of year $744,495 · end of year $672,620

Mission and programs · 2023

Mission

THE CHARLESTON REGIONAL DEVELOPMENT ALLIANCE (CRDA) WAS INCORPORATED ON FEBRUARY 1, 1995 AS A PUBLIC AND PRIVATE NOT-FOR-PROFIT ECONOMIC DEVELOPMENT ORGANIZATION SUPPORTED AND LED (CONTINUED ON SCHEDULE O)

  • CRDA IS AN ALLIANCE OF BUSINESS, GOVERNMENT AND HIGHER EDUCATION WORKING TOGETHER TO DRIVE A STRONG, SUSTAINABLE ECONOMY IN THE CHARLESTON REGION. OUR EFFORTS INCLUDE A COMPREHENSIVE MARKETING AND BUSINESS DEVELOPMENT PROGRAM DESIGNED TO ATTRACT THE WORLD'S BEST COMPANIES, TALENT AND ENTREPRENEURS TO THE GREATER CHARLESTON AREA. WE ALSO FACILITATE THE SITE SELECTION PROCESS FOR COMPANIES CONSIDERING OUR MARKET FOR COMPETITIVE EXPANSION OR LOCATION INVESTMENTS. DURING FY23-24, CRDA CONTINUED OUR GLOBALLY FOCUSED BUSINESS DEVELOPMENT WORK IN PARTNERSHIP WITH THE SC DEPARTMENT OF COMMERCE AND OTHER KEY ECONOMIC DEVELOPMENT PARTNERS. (CONTINUED ON SCHEDULE O)

    Expenses $3,709,631

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Ginn

    PRESIDENT AN

    Total calculated
    $413,481
    From this org
    $379,674
    From related orgs
    $0
    Other
    $33,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,456
    Bonus
    $73,218
    Other
    not reported
    Deferred
    $24,943
    Nontaxable benefits
    $8,864
    Filer's total
    $413,481
  • Michael J Graney

    VP GLOB BUS

    Total calculated
    $254,787
    From this org
    $228,282
    From related orgs
    $0
    Other
    $26,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,735
    Bonus
    $28,547
    Other
    not reported
    Deferred
    $18,177
    Nontaxable benefits
    $8,328
    Filer's total
    $254,787
  • Karen H Kuchenbecker

    VP OPERATION

    Total calculated
    $248,528
    From this org
    $222,422
    From related orgs
    $0
    Other
    $26,106
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,227
    Bonus
    $27,195
    Other
    not reported
    Deferred
    $17,716
    Nontaxable benefits
    $8,390
    Filer's total
    $248,528
  • Jason Gerard Brown

    DIR, STAKEHO

    Total calculated
    $177,549
    From this org
    $158,478
    From related orgs
    $0
    Other
    $19,071
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,503
    Bonus
    $6,975
    Other
    not reported
    Deferred
    $10,415
    Nontaxable benefits
    $8,656
    Filer's total
    $177,549
  • Rachel Megan Anderson

    DIR, GLOBAL

    Total calculated
    $158,754
    From this org
    $139,532
    From related orgs
    $0
    Other
    $19,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,455
    Bonus
    $12,077
    Other
    not reported
    Deferred
    $11,155
    Nontaxable benefits
    $8,067
    Filer's total
    $158,754
  • Megan Fink

    DIR, MARKETI

    Total calculated
    $153,739
    From this org
    $134,766
    From related orgs
    $0
    Other
    $18,973
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,886
    Bonus
    $11,880
    Other
    not reported
    Deferred
    $10,771
    Nontaxable benefits
    $8,202
    Filer's total
    $153,739
  • Jacquelyn Renegar

    DIR, BUS RES

    Total calculated
    $147,546
    From this org
    $127,850
    From related orgs
    $0
    Other
    $19,696
    Hours/week
    40
  • Chris Fraser

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • William Russell III

    TREASURER/ S

    Total calculated
    $0
    Hours/week
    2 + 0.04 related
  • Michael Fuller

    IMMED. PAST

    Total calculated
    $0
    Hours/week
    2
  • Jeff Spicer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Tim Grow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Reeves Skeen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.04 related
  • William Cogswell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Mica Dolan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Chris Nonneman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • James Byrd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • J Ashley Cooper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Casey Lavin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jake Frederick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Michael Scarafile

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Niall Power

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • David Baggs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jonathan Steinberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Peter Lamotte

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Reginald Burgess

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Paul Patrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jim Garrett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Marion Bull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Christopher Ibsen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Luiz Yamashita

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Mike Carter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Darryl Strunk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Scott Fennell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Will Seel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jason Hessberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Len Hutchison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Rudy Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jim Posda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Lilyn Hester

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Rita Berry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jeremy Cook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Chip Crane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Josh Vanscoy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Barry Whalen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Will Helmly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Shaun Malin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Nat Banks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Alan Townsend

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Samuel Schwarzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Mary Dean Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Juliette Bogus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • J Walker Coleman IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Rick Mixson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Wade Allen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Caleb Shomo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Don Baus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • George Temple IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Tushar Chikhliker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Charles Jordan Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Mark Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • David Hand

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Elizabeth Gibbes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Michael E Baker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Robert Pratt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jason Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Josh Sorkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Pamela Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Phillip Padgett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Thomas Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Scott Sharp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jonathan Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jayson Norman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Chris Magaldi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Paige Carlton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Will Haynie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Russ Touchberry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Matt Roth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Melvin Cline

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Morris Ellison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Alyssa Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • George Morrison Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Steve Gallagher Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Christina Oh Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • David Hamilton Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jon Downey Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Ricky Waring Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • John Tecklenburg Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • R Keith Summey Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Stephanie Yarbrough Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • William Kirkland Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • C Dinos Liollio Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Shane James Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Steve Warner Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Michael Sanderson Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Greg Marshall Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Tammy Coghill Term Ended

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Johnny Cribb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Joshua S Whitley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Brantley Moody

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Herb Sass

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jay Byars

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Todd Friddle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Tony Pope

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.04 related
  • Corey McClarey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jenny Honeycutt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Bryan Stefani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Deepal Eliatamby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jeff Trenning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Tony Vincent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Cassie Cherichello

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Erin Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jarid Cottrell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Peter Fennelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Cody Baker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Bryan Derreberry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Dave Echols

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Wil Riley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Mark Cline

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Tim Heichelbech

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Gregory Habib

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Harry Lesesne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Heidi Finniff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Todd Halloran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Clark Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Mickey Renner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Donnie Fetner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Pat Kiernan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Dan Whalen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jonathan Dawley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Graydon McNair

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Jessica Paul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Mike Bryan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Brent Gibadlo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Mary Garcia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Markus Groeger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • James Chavez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Stuart Whiteside

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Brad Canaday

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Laura Evans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Bob Quinn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Kevin Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Derek Mathis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Reid Boehm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Will Salters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Dan Doyle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Amie Grimes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Tom McKenna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Tim Kennedy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Marshall Connor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Ryan Benton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • D Shannon Stephens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • David Stenstrm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • Bobby Creech

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

SCHEDULE J, PART III
PART II, COLUMN (B)(I) BASE COMPENSATION - NUMBER SHOWN EXCLUDES CURRENT YEAR NONTAXABLE BENEFITS AND DEFERRALS OF COMPENSATION FOR THE LISTED PERSON UNDER THE RETIREMENT PLAN, IF APPLICABLE. PART II, COLUMN (D) - NONTAXABLE BENEFITS FROM THE ORGANIZATION CONSIST OF THE FOLLOWING: 1.CONTRIBUTIONS BY EMPLOYEE TO THEIR SEC 125 INSURANCE FOR HEALTH, DENTAL, VISION, AND LIFE/ADD. 2.CONTRIBUTIONS BY EMPLOYEE TO THEIR HSA PLAN 3.PAYMENTS BY EMPLOYER ON BEHALF OF EMPLOYEE FOR HEALTH, DENTAL, VISION, AND LIFE/ADD.

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

No itemized grants to organizations 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 January 2025
IRS schema version
2023v6.0
Source object
202510159349301591

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