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Nonprofiteer
← YAVAPAI REGIONAL MEDICAL CENTER FOUNDATION

Form 990 for tax year 2022

Filed by YAVAPAI REGIONAL MEDICAL CENTER FOUNDATION.

Totals

Total revenue
$2,756,120
Total expenses
$2,040,840
Contributions and grants received
$2,755,340
Grants paid
$1,466,048
Program service revenue
$0
Investment income
$0
Other revenue
$780
Total assets, end of year
$4,934,601
Total liabilities, end of year
$136,026
Net assets or fund balances, end of year
$4,798,575
Program services expenses (Part IX)
$1,466,048
Management and general expenses
$569,940
Fundraising expenses
$4,852
Program service expenses (Part III)
$1,466,048

Program services were 71.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN R AMOS

    EX-OFFICIO BOARD MEMBER (THRU 9/30/22)

    Total calculated
    $2,736,469
    From this org
    $0
    From related orgs
    $2,662,955
    Other
    $73,514
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $604,272 related
    Bonus
    $0 + $137,268 related
    Other
    $0 + $1,921,415 related
    Deferred
    $0 + $43,922 related
    Nontaxable benefits
    $0 + $29,592 related
    Filer's total
    $0 + $2,736,469 related

  • LEE R LIVIN

    FORMER OFFICER (CFO)

    Total calculated
    $1,055,641
    From this org
    $0
    From related orgs
    $1,048,741
    Other
    $6,900
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $52,070 related
    Bonus
    $0
    Other
    $0 + $996,671 related
    Deferred
    $0 + $2,652 related
    Nontaxable benefits
    $0 + $4,248 related
    Filer's total
    $0 + $1,055,641 related

  • ANTHONY V TORRES MD

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $638,307
    From this org
    $0
    From related orgs
    $584,459
    Other
    $53,848
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,651 related
    Bonus
    $0 + $36,878 related
    Other
    $0 + $99,930 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $26,398 related
    Filer's total
    $0 + $638,307 related

  • ROBERTA NICOL

    FORMER OFFICER (EXEC DIR OF PHILANTHROPY)

    Total calculated
    $307,391
    From this org
    $0
    From related orgs
    $304,612
    Other
    $2,779
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $20,000 related
    Other
    $0 + $284,612 related
    Deferred
    $0 + $1,200 related
    Nontaxable benefits
    $0 + $1,579 related
    Filer's total
    $0 + $307,391 related

  • MATTHEW RICE

    CFO

    Total calculated
    $254,725
    From this org
    $0
    From related orgs
    $214,871
    Other
    $39,854
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,433 related
    Bonus
    $0 + $16,985 related
    Other
    $0 + $453 related
    Deferred
    $0 + $15,220 related
    Nontaxable benefits
    $0 + $24,634 related
    Filer's total
    $0 + $254,725 related

  • PIERRE TIBI MD

    VICE CHAIR

    Total calculated
    $45,833
    From this org
    $0
    From related orgs
    $45,833
    Other
    $0
    Hours/week
    5 + 15 related

  • LEIGH ANN FRANKEL

    BOARD MEMBER

    Total calculated
    $12,146
    From this org
    $0
    From related orgs
    $12,146
    Other
    $0
    Hours/week
    5 + 5 related

  • PAUL BRAITHWAITE DO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • CHAD BURGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • LUCY LEYVA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • MARY MALLORY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • KEVIN MIZELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • KARI REILY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • KEVIN SCHLEETER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • DAVE BARRETT

    CHAIR (THRU 7/12/22)

    Total calculated
    $0
    Hours/week
    5

  • KEVIN KEIGHRON

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • BILL SONSIN

    SECRETARY AND TREASURER

    Total calculated
    $0
    Hours/week
    5

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, COMMONSPIRIT, THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3, TO ESTABLISH THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE COMMONSPIRIT BOARD OF STEWARDSHIP TRUSTEES ("BOARD"); (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; AND (4) APPROVAL BY THE BOARD OR HUMAN RESOURCES AND COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A FOR ADDITIONAL INFORMATION.
PART I, LINES 4A-B
PART I, LINE 4A: CERTAIN LISTED PERSONS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 TO 24 MONTHS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. PAYMENTS WERE MADE PURSUANT TO THE PLAN ARRANGEMENT DURING 2022 INCLUDE J. AMOS, $1,921,415; R. NICOL, $284,887 AND L. LIVIN, $995,926. PART I, LINE 4B: NONQUALIFIED RETIREMENT PLAN: CERTAIN LISTED INDIVIDUALS PARTICIPATED IN OR RECEIVED PAYMENT FROM A YRMC NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. PAYMENTS WERE MADE PURSUANT TO THE PLAN ARRANGEMENT DURING 2022 INCLUDE A. TORRESS, MD, $92,689
SCHEDULE J, PART II
THE ORGANIZATION DOES NOT DIRECTLY EMPLOY ANY PERSONNEL. THE ORGANIZATION FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST THE ORGANIZATION IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND THE ORGANIZATION'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2022.

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
2 May 2024
IRS schema version
2022v5.0
Source object
202401249349300210

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