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Nonprofiteer
← WILBUR MARVIN FOUNDATION

Form 990 for tax year 2022

Filed by WILBUR MARVIN FOUNDATION.

Totals

Total revenue
-$552,459
Total expenses
$2,892,718
Contributions and grants received
$1,210,000
Grants paid
$500,000
Program services expenses (Part IX)
$1,638,580
Management and general expenses
$1,254,138
Fundraising expenses
$0
Program service expenses (Part III)
$1,638,580

Program services were 56.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN G DAVIES

    PRESIDENT/CHAIRMAN

    Total calculated
    $726,521
    From this org
    $0
    From related orgs
    $689,899
    Other
    $36,622
    Hours/week
    5 + 55 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 + $20,328 related
    Filer's total
    $0 + $726,521 related

  • CHARLES VALLUZZO

    AUDIT COMM CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • CHRISTEL C SLAUGHTER

    SECRETARY/VP/DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • KEVIN LYLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JOHN W BARTON III

    DIRECTOR (MID 2022)

    Total calculated
    $0
    Hours/week
    2.5

  • CHRIS MEYER

    DIRECTOR (MID 2022)

    Total calculated
    $459,998
    From this org
    $0
    From related orgs
    $434,790
    Other
    $25,208
    Hours/week
    2.5 + 45 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

  • J GERARD JOLLY

    SECRETARY/TREASURER

    Total calculated
    $90,000
    From this org
    $0
    From related orgs
    $90,000
    Other
    $0
    Hours/week
    5 + 30 related

  • ANDREW TY MCMAINS

    ASSISTANT SECRETARY

    Total calculated
    $333,415
    From this org
    $0
    From related orgs
    $255,586
    Other
    $77,829
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,586 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $41,000 related
    Nontaxable benefits
    $0 + $36,829 related
    Filer's total
    $0 + $333,415 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)

PART I LINE 3
A RELATED TAX EXEMPT ORGANIZATION DETERMINES THE COMPENSATION OF AND PAYS THE PRESIDENT/ CHAIRMAN. 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.
PART I LINE 4B
JOHN DAVIES PARTICIPATES IN A RELATED ORGANIZATION'S 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. THE AMOUNT REFLECTS EARNINGS ON THE ACCOUNT.

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323199349323947

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