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Nonprofiteer
← FISHER-TITUS FOUNDATION

Form 990 for tax year 2022

Filed by FISHER-TITUS FOUNDATION.

Totals

Total revenue
$1,344,977
Total expenses
$738,555
Contributions and grants received
$1,242,950
Grants paid
$204,260
Program service revenue
$0
Investment income
$81,230
Other revenue
$20,797
Total assets, end of year
$5,333,385
Total liabilities, end of year
$987,250
Net assets or fund balances, end of year
$4,346,135
Program services expenses (Part IX)
$269,297
Management and general expenses
$318,884
Fundraising expenses
$150,374
Program service expenses (Part III)
$269,297

Program services were 36.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRENT W BURKEY MD

    PRESIDENT & CEO

    Total calculated
    $1,060,510
    From this org
    $0
    From related orgs
    $998,544
    Other
    $61,966
    Hours/week
    4 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $478,744 related
    Bonus
    $0 + $517,101 related
    Other
    $0 + $2,699 related
    Deferred
    $0 + $59,116 related
    Nontaxable benefits
    $0 + $2,850 related
    Filer's total
    $0 + $1,060,510 related

  • DR FARID SAID MD

    DIRECTOR

    Total calculated
    $80,324
    From this org
    $0
    From related orgs
    $56,611
    Other
    $23,713
    Hours/week
    8.25 + 32.75 related

  • SKIP WILDE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • DR GLENN TRIPPE

    VICE CHAIRMAN

    Total calculated
    $186,197
    From this org
    $0
    From related orgs
    $155,829
    Other
    $30,368
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,383 related
    Bonus
    $0
    Other
    $0 + $1,446 related
    Deferred
    $0 + $6,339 related
    Nontaxable benefits
    $0 + $24,029 related
    Filer's total
    $0 + $186,197 related

  • JANICE SMITH

    TREASURER & SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • PERRY DRYDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 18 related

  • JON DITZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY C HUBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 12 related

  • ERIN LENDRUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANK VANDRESSER JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ZACH JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY LIPPUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT E ENDSLEY

    CHIEF FINANCIAL OFFICER

    Total calculated
    $341,294
    From this org
    $0
    From related orgs
    $294,156
    Other
    $47,138
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,082 related
    Bonus
    $0 + $10,855 related
    Other
    $0 + $30,219 related
    Deferred
    $0 + $33,558 related
    Nontaxable benefits
    $0 + $13,580 related
    Filer's total
    $0 + $341,294 related

  • MATTHEW MATTNER

    CHIEF OPERATIONS OFFICER

    Total calculated
    $362,740
    From this org
    $0
    From related orgs
    $292,183
    Other
    $70,557
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,019 related
    Bonus
    $0 + $11,233 related
    Other
    $0 + $32,931 related
    Deferred
    $0 + $40,349 related
    Nontaxable benefits
    $0 + $30,208 related
    Filer's total
    $0 + $362,740 related

  • SUZANNE FARMER

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $253,738
    From this org
    $0
    From related orgs
    $221,486
    Other
    $32,252
    Hours/week
    5 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,996 related
    Bonus
    $0 + $3,986 related
    Other
    $0 + $6,504 related
    Deferred
    $0 + $30,722 related
    Nontaxable benefits
    $0 + $1,530 related
    Filer's total
    $0 + $253,738 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 4B
PART I LINE 4B & PART II, LINE 1 - INCLUDED IN DR. BURKEY'S TOTAL CONTRIBUTION TO DEFERRED COMPENSATION OF $59,116 REPORTED IN COLUMN C IS $12,200 OF VESTED DEFERRED WAGES AND QUALIFIED RETIREMENT PLAN CONTRIBUTIONS AND $46,916 FOR THE CURRENT YEAR ACCRUAL OF A NON-VESTED, NON-QUALIFIED RETIREMENT PLAN. THIS PLAN PROVIDES AN ADDITIONAL BENEFIT BASED ON YEARS OF ELIGIBLE SERVICE AND VESTED STATUS AND REMAINS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. PART I LINE 4B & PART II, LINE 4 - INCLUDED IN MR. ENDSLEY'S TOTAL CONTRIBUTION TO DEFERRED COMPENSATION OF $33,558 REPORTED IN COLUMN C IS $8,329 OF VESTED DEFERRED WAGES AND QUALIFIED RETIREMENT PLAN CONTRIBUTIONS AND $25,229 FOR THE CURRENT YEAR ACCRUAL OF A NON-VESTED, NON-QUALIFIED RETIREMENT PLAN. THIS PLAN PROVIDES AN ADDITIONAL BENEFIT BASED ON YEARS OF ELIGIBLE SERVICE AND VESTED STATUS AND REMAINS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. PART I LINE 4B & PART II, LINE 2 - INCLUDED IN MR. MATTNER'S TOTAL CONTRIBUTIONS TO DEFERRED COMPENSATION OF $40,349 REPORTED IN COLUMN C IS $12,022 OF VESTED DEFERRED WAGES AND QUALIFIED RETIREMENT PLAN CONTRIBUTIONS AND $28,327 FOR THE CURRENT YEAR ACCRUAL OF A NON-VESTED, NON-QUALIFIED RETIREMENT PLAN. THIS PLAN PROVIDES AND ADDITIONAL BENEFIT BASED ON YEARS OF ELIGIBLE SERVICE AND VESTED STATUS AND REMAINS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. INCLUDED IN MS. FARMERS'S TOTAL CONTRIBUTION TO DEFERRED COMPENSATION OF $30,722 REPORTED IN COLUMN C IS $8,887 OF VESTED DEFERRED WAGES AND QUALIFIED RETIREMENT PLAN CONTRIBUTIONS AND $21,835 FOR THE CURRENT YEAR ACCRUAL OF A NON-VESTED, NON-QUALIFIED RETIREMENT PLAN. THIS PLAN PROVIDES AN ADDITIONAL BENEFIT BASED ON YEARS OF ELIGIBLE SERVICE AND VESTED STATUS AND REMAINS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE.
PART 1 LINE 3:
RESPONSIBILTY FOR DETERMINING AND RECOMMENDING EXECUTIVE COMPENSATION RESTS WITH THE PERSONNEL COMMITTEE OF THE FISHER-TITUS HEALTH BOARD. THE COMMITTEE RETAINS AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO HELP ESTABLISH CASH COMPENSATION TARGET RANGES AND IDENTIFY REASONABLE AND CUSTOMARY BENEFIT PROGRAMS FOR EXECUTIVES. THE INDEPENDENT CONSULTANT REPORTS TO THE PERSONNEL COMMITTEE ON RELEVANT PEER GROUPS, CASH COMPENSATION REPORTED IN AVAILABLE SALARY SURVEYS FOR THE PEER GROUP AND TRENDS IN PERQUISITE PROGRAMS CUSTOMARILY AVAILABLE AMONG THE PEER GROUP FOR EXECUTIVES. RECOMMENDATIONS BY THE CONSULTANT ARE PRESENTED TO THE PERSONNEL COMMITTEE WHICH PREPARES MINUTES OF ITS DELIBERATIONS REGARDING EXECUTIVE COMPENSATION INCLUDING RECOMMENDATIONS THAT ARE THEN PROVIDED TO EACH OF THE DIRECTORS OF THE FISHER-TITUS HEALTH BOARD. THE RECOMMENDATIONS TO BE ACTED ON MUST BE APPROVED BY THE PERSONNEL COMMITTEE AND THEN BY THE FISHER-TITUS HEALTH BOARD OF DIRECTORS. THE MINUTES OF EACH BOARD MEETING WHERE SUCH ACTION IS TAKEN REFLECT SUCH ACTION. THIS IS DONE ANNUALLY AND WAS LAST DONE IN MARCH 2022.
PART II LINE 1, 2 & 3:
DR. BRENT BURKEY, SCOTT ENDSLEY AND MATTHEW MATTNER ALL RECEIVED THEIR COMPENSATION FROM FISHER-TITUS MEDICAL CENTER, A RELATED ORGANIZATION. THIS INCLUDES COMPENSATION FOR A SIGNIFICANT AMOUNT OF DR. BURKEY'S 65 HOUR AVERAGE WORK WEEK, MR. ENDSLEY'S 60 HOUR AVERAGE WORK WEEK, AND MR. MATTNER'S 50 HOUR AVERAGE WORK WEEK DEVOTED TO THE FUNCTIONING OF FISHER-TITUS MEDICAL CENTER AS WELL AS UNCOMPENSATED TIME DEVOTED TO OTHER COMMONLY CONTROLLED ORGANIZATIONS LISTED IN SCHEDULE R.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202323139349303482

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