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Nonprofiteer
← FISHER-TITUS FOUNDATION

Form 990 for tax year 2023

Filed by FISHER-TITUS FOUNDATION.

Totals

Total revenue
$625,980
Total expenses
$764,812
Contributions and grants received
$340,502
Grants paid
$278,333
Program services expenses (Part IX)
$358,301
Management and general expenses
$301,162
Fundraising expenses
$105,349
Program service expenses (Part III)
$358,301

Program services were 46.8% 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
    $722,210
    From this org
    $0
    From related orgs
    $658,836
    Other
    $63,374
    Hours/week
    4 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,480 related
    Bonus
    $0 + $21,953 related
    Other
    $0 + $103,403 related
    Deferred
    $0 + $60,524 related
    Nontaxable benefits
    $0 + $2,850 related
    Filer's total
    $0 + $722,210 related
  • DR FARID SAID MD

    DIRECTOR

    Total calculated
    $63,302
    From this org
    $0
    From related orgs
    $40,128
    Other
    $23,174
    Hours/week
    8.25 + 32.75 related
  • SKIP WILDE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • DR GLENN TRIPPE

    VICE CHAIRMAN

    Total calculated
    $163,335
    From this org
    $0
    From related orgs
    $136,202
    Other
    $27,133
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,013 related
    Bonus
    $0
    Other
    $0 + $1,189 related
    Deferred
    $0 + $5,547 related
    Nontaxable benefits
    $0 + $21,586 related
    Filer's total
    $0 + $163,335 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
  • JEFFERY 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 PARTIAL TERM

    Total calculated
    $0
    Hours/week
    1
  • SCOTT E ENDSLEY

    CHIEF FINANCIAL OFFICER

    Total calculated
    $367,711
    From this org
    $0
    From related orgs
    $314,818
    Other
    $52,893
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,172 related
    Bonus
    $0 + $7,055 related
    Other
    $0 + $34,591 related
    Deferred
    $0 + $35,135 related
    Nontaxable benefits
    $0 + $17,758 related
    Filer's total
    $0 + $367,711 related
  • MATTHEW MATTNER

    CHIEF OPERATIONS OFFICER

    Total calculated
    $384,965
    From this org
    $0
    From related orgs
    $318,823
    Other
    $66,142
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,704 related
    Bonus
    $0 + $7,921 related
    Other
    $0 + $56,198 related
    Deferred
    $0 + $42,218 related
    Nontaxable benefits
    $0 + $23,924 related
    Filer's total
    $0 + $384,965 related
  • SUZANNE FARMER

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $267,826
    From this org
    $0
    From related orgs
    $233,470
    Other
    $34,356
    Hours/week
    5 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,170 related
    Bonus
    $0 + $6,106 related
    Other
    $0 + $10,194 related
    Deferred
    $0 + $31,891 related
    Nontaxable benefits
    $0 + $2,465 related
    Filer's total
    $0 + $267,826 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 4B
PART I LINE 4B & PART II, LINE 1--INCLUDED IN DR. BURKEY'S TOTAL CONTRIBUTION TO DEFERRED COMPENSATION OF $60,524 REPORTED IN COLUMN C IS $12,200 OF VESTED DEFERRED WAGES AND QUALIFIED RETIREMENT PLAN CONTRIBUTIONS AND $48,324 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 $35,135 REPORTED IN COLUMN C IS $9,149 OF VESTED DEFERRED WAGES AND QUALIFIED RETIREMENT PLAN CONTRIBUTIONS AND $25,986 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 $42,218 REPORTED IN COLUMN C IS $13,041 OF VESTED DEFERRED WAGES AND QUALIFIED RETIREMENT PLAN CONTRIBUTIONS AND $29,177 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. PART I LINE 4B & PART II, LINE 3--INCLUDED IN MS. FARMERS'S TOTAL CONTRIBUTION TO DEFERRED COMPENSATION OF $31,891 REPORTED IN COLUMN C IS $9,400 OF VESTED DEFERRED WAGES AND QUALIFIED RETIREMENT PLAN CONTRIBUTIONS AND $22,490 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 2023.
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

The 10 largest by cash amount. The API serves every itemized grant.

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
9 November 2024
IRS schema version
2023v5.1
Source object
202403169349300115

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.