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Object ID: 202113169349303011 - Rendered 2024-05-03
TIN: 13-6193105
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
CROHN'S & COLITIS FOUNDATION INC
Employer identification number
13-6193105
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.....
1b
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
....
2
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
Yes
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
Yes
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
MICHAEL OSSO
PRESIDENT/CEO(NON-VOTING)
(i)
(ii)
431,915
-------------
0
25,000
-------------
0
0
-------------
0
86,600
-------------
0
4,218
-------------
0
547,733
-------------
0
0
-------------
0
2
CAREN HELLER
CHIEF SCIENCE OFFICER
(i)
(ii)
364,116
-------------
0
7,000
-------------
0
0
-------------
0
16,207
-------------
0
0
-------------
0
387,323
-------------
0
0
-------------
0
3
ROBERT TERRITO
CFO/COO
(i)
(ii)
269,772
-------------
0
5,000
-------------
0
0
-------------
0
16,426
-------------
0
7,560
-------------
0
298,758
-------------
0
0
-------------
0
4
ROHIT SURI
CHIEF TECHNOLOGY OFFICER
(i)
(ii)
252,632
-------------
0
5,000
-------------
0
0
-------------
0
10,938
-------------
0
10,869
-------------
0
279,439
-------------
0
0
-------------
0
5
MICHAEL ELKOW
CHIEF FIELD OFFICER
(i)
(ii)
247,994
-------------
0
2,500
-------------
0
0
-------------
0
12,964
-------------
0
9,368
-------------
0
272,826
-------------
0
0
-------------
0
6
ALLISON COFFEY
CHIEF DEVELOPMENT OFFICER
(i)
(ii)
212,215
-------------
0
4,000
-------------
0
0
-------------
0
12,701
-------------
0
0
-------------
0
228,916
-------------
0
0
-------------
0
7
JUDY HOFFSTEIN
CHIEF MARKETING OFFICER
(i)
(ii)
191,790
-------------
0
4,000
-------------
0
0
-------------
0
7,071
-------------
0
17,550
-------------
0
220,411
-------------
0
0
-------------
0
8
JOHN MICHAEL MIZE
SENIOR VICE PRESIDENT, BUSINESS DEVE
(i)
(ii)
204,002
-------------
0
3,500
-------------
0
0
-------------
0
2,625
-------------
0
6,403
-------------
0
216,530
-------------
0
0
-------------
0
9
JENNIFER FAGERSTROM
VP, CHAPTER GROWTH AND DEV
(i)
(ii)
191,037
-------------
0
2,000
-------------
0
0
-------------
0
9,819
-------------
0
7,665
-------------
0
210,521
-------------
0
0
-------------
0
10
KRISTIN KAPLAN
SVP, SPECIAL EVENTS
(i)
(ii)
173,508
-------------
0
0
-------------
0
0
-------------
0
10,899
-------------
0
8,957
-------------
0
193,364
-------------
0
0
-------------
0
11
LAURA WINGATE
EXECUTIVE VICE PRESIDENT, EDUCATION,
(i)
(ii)
170,840
-------------
0
4,000
-------------
0
0
-------------
0
9,742
-------------
0
6,302
-------------
0
190,884
-------------
0
0
-------------
0
12
ANGELA DOBES
VICE PRESIDENT, IBD PLEXUS
(i)
(ii)
172,160
-------------
0
3,500
-------------
0
0
-------------
0
9,084
-------------
0
0
-------------
0
184,744
-------------
0
0
-------------
0
13
JACK MATARASSO
VP DIGITAL MARKETING
(i)
(ii)
170,401
-------------
0
2,000
-------------
0
0
-------------
0
8,470
-------------
0
0
-------------
0
180,871
-------------
0
0
-------------
0
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
PART I, LINE 3
THE CROHN'S & COLITIS FOUNDATION IS DEPENDENT ON EXPERIENCED AND QUALIFIED LEADERSHIP TO ACHIEVE ITS GOALS. FACTORS SUCH AS ANNUAL GROSS REVENUES, MISSION EXPENDITURES, GEOGRAPHIC LOCATION, TENURE, AND INDIVIDUAL PERFORMANCE HELP DETERMINE SENIOR LEADERSHIP COMPENSATION. THE PRESIDENT'S COMPENSATION IS DETERMINED ON AN ANNUAL BASIS BY THE CHAIRMAN OF THE BOARD WITH APPROVAL BY THE COMPENSATION AND BENEFITS COMMITTEE USING GUIDELINES AND COMPARABLE DATA PROVIDED IN NATIONAL COMPENSATION STUDIES OF EXECUTIVES. THE FOUNDATION HAS AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW AND VALIDATE THE COMPENSATION IT PAYS ITS EMPLOYEES. THE FOUNDATION'S PRACTICE WILL BE TO CONTINUE TO RELY ON BENCHMARKING SURVEYS AND OTHER INDUSTRY DATA COMPARING THE COMPENSATION THE FOUNDATION PAYS TO ITS EMPLOYEES WITH COMPENSATION PAID TO EMPLOYEES OF OTHER NOT FOR PROFIT ORGANIZATIONS OF SIMILAR SIZE. THE ORGANIZATION COMMISSIONED ITS NEXT STUDY IN 2021.
PART I, LINE 4B
THE FOUNDATION INSTITUTED A SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE BENEFIT OF THE PRESIDENT/CEO, MICHAEL OSSO, IN 2018. THE AGREEMENT ALLOWS FOR ANNUAL CONTRIBUTIONS TO BE MADE BASED ON MEETING PRE-DETERMINED OBJECTIVES. IN 2020, THE FOUNDATION CREDITED $50,000 TO THE PRESIDENT/CEO WHICH HAS BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN C. NO AMOUNT WAS ACTUALLY PAID TO THE CEO DURING THE YEAR UNDER THIS AGREEMENT, AS THE TERMS OF THE AGREEMENT HAVE NOT YET BEEN SATISFIED.
PART I, LINE 7
THE PRESIDENT/CEO'S BONUS AND INCENTIVE COMPENSATION IS PREDICATED OFF OF A SET OF OBJECTIVES THAT ARE DEVELOPED AND UPDATED EACH YEAR. THESE OBJECTIVES INCLUDE RAISING REVENUES, MANAGEMENT OF EXPENSES, DEVELOPMENT OF REGIONS AND RELATED PERFORMANCE, BUILDING OF INFRASTRUCTURE AND MAXIMIZATION OF MISSION EXPENDITURES. RESULTS ARE EVALUATED BY THE COMPENSATION AND BENEFITS COMMITTEE AND THE INCENTIVE IS ULTIMATELY DETERMINED BASED ON RATINGS OF PERFORMANCE OF THESE OBJECTIVES. THE FOUNDATION ACKNOWLEDGES ALL OF ITS OTHER EMPLOYEES THROUGH ANNUAL LUMP-SUM INCENTIVE AWARDS BASED ON MEETING INDIVIDUAL, DEPARTMENTAL, AND OVERALL FOUNDATION PERFORMANCE GOALS.
Schedule J (Form 990) 2020
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