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Nonprofiteer
← WESTERN REGIONAL MEDICAL CENTER LLC

Form 990 for tax year 2024

Filed by WESTERN REGIONAL MEDICAL CENTER LLC.

Totals

Total revenue
$320,817,905
Total expenses
$370,140,496
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$319,640,668
Investment income
$80,004
Other revenue
$1,097,233
Total assets, end of year
$188,762,770
Total liabilities, end of year
$225,013,268
Net assets or fund balances, end of year
-$36,250,498
Program services expenses (Part IX)
$323,383,514
Management and general expenses
$46,756,982
Fundraising expenses
$0
Program service expenses (Part III)
$323,383,514

Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GLENN D STEELE JR MD PHD

    DIRECTOR & CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • BARBARA BRUSER CFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • MORGAN CHU ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 13 related

  • PHILIP FASANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • RONALD L SARGENT

    DIRECTOR/ VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • SELWYN ISAKOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 10 related

  • STEVEN B FINK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 12 related

  • SUZANNE VAUTRINOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • WILLIAM J POST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • ALAN BRYCE

    MARKET PRESIDENT - PHOENIX (FROM 09/25)/CHIEF CLINICAL OFFICER

    Total calculated
    $950,934
    From this org
    $919,601
    From related orgs
    $0
    Other
    $31,333
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $731,561
    Bonus
    $124,500
    Other
    $63,540
    Deferred
    $13,800
    Nontaxable benefits
    $17,533
    Filer's total
    $950,934

  • CRISTIN OCALLAHAN

    SECRETARY/GENERAL COUNSEL

    Total calculated
    $1,606,014
    From this org
    $67,753
    From related orgs
    $1,287,298
    Other
    $250,963
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $36,375 + $691,121 related
    Bonus
    $29,133 + $553,526 related
    Other
    $2,245 + $42,651 related
    Deferred
    $10,807 + $205,337 related
    Nontaxable benefits
    $1,741 + $33,078 related
    Filer's total
    $80,301 + $1,525,713 related

  • KEVIN TULIPANA

    MARKET PRESIDENT - PHOENIX (UNTIL 05/25)

    Total calculated
    $576,390
    From this org
    $532,189
    From related orgs
    $0
    Other
    $44,201
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $437,021
    Bonus
    $90,350
    Other
    $4,818
    Deferred
    $15,451
    Nontaxable benefits
    $28,750
    Filer's total
    $576,390

  • YVETTE TREMONTI

    TREASURER/CHIEF FINANCIAL OFFICER

    Total calculated
    $952,184
    From this org
    $43,207
    From related orgs
    $820,937
    Other
    $88,040
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $24,832 + $471,816 related
    Bonus
    $17,929 + $340,655 related
    Other
    $446 + $8,466 related
    Deferred
    $3,469 + $65,917 related
    Nontaxable benefits
    $933 + $17,721 related
    Filer's total
    $47,609 + $904,575 related

  • DEBRA F FIELDS

    EXEC VP & CHIEF TRANSFORMATION OFC

    Total calculated
    $2,228,521
    From this org
    $96,660
    From related orgs
    $1,836,532
    Other
    $295,329
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $51,721 + $982,686 related
    Bonus
    $40,780 + $774,820 related
    Other
    $4,159 + $79,026 related
    Deferred
    $12,606 + $239,518 related
    Nontaxable benefits
    $2,160 + $41,045 related
    Filer's total
    $111,426 + $2,117,095 related

  • JEFFREY SIUPIK

    CHIEF OPERATING OFFICER, PHOENIX (UNTIL 03/25)

    Total calculated
    $419,086
    From this org
    $411,619
    From related orgs
    $0
    Other
    $7,467
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $335,076
    Bonus
    $75,047
    Other
    $1,496
    Deferred
    $0
    Nontaxable benefits
    $7,467
    Filer's total
    $419,086

  • KEVIN MANEMANN

    PRESIDENT (06/25-09/25)/EVP & CHIEF INTEGRATION OFFCR

    Total calculated
    $2,017,128
    From this org
    $179,004
    From related orgs
    $1,611,035
    Other
    $227,089
    Hours/week
    6 + 54 related

    Schedule J breakdown matched by us

    Base
    $100,400 + $903,597 related
    Bonus
    $78,066 + $702,594 related
    Other
    $538 + $4,844 related
    Deferred
    $19,007 + $171,061 related
    Nontaxable benefits
    $3,702 + $33,319 related
    Filer's total
    $201,713 + $1,815,415 related

  • ROBERT W STONE

    COH PRESIDENT & CEO

    Total calculated
    $7,115,860
    From this org
    $304,282
    From related orgs
    $5,781,368
    Other
    $1,030,210
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $108,509 + $2,061,666 related
    Bonus
    $185,632 + $3,527,018 related
    Other
    $10,141 + $192,684 related
    Deferred
    $50,269 + $955,106 related
    Nontaxable benefits
    $1,242 + $23,593 related
    Filer's total
    $355,793 + $6,760,067 related

  • SARAH COSSETTE

    VP PATIENT CARE SERVICES AND CHIEF NURSING OFFICER

    Total calculated
    $272,806
    From this org
    $254,199
    From related orgs
    $0
    Other
    $18,607
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $222,115
    Bonus
    $31,876
    Other
    $208
    Deferred
    $10,160
    Nontaxable benefits
    $8,447
    Filer's total
    $272,806

  • SIMON NAZARIAN

    CHIEF DIGITAL OFFICER

    Total calculated
    $935,808
    From this org
    $44,844
    From related orgs
    $852,036
    Other
    $38,928
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $14,709 + $279,463 related
    Bonus
    $30,000 + $570,000 related
    Other
    $135 + $2,573 related
    Deferred
    $1,615 + $30,677 related
    Nontaxable benefits
    $332 + $6,304 related
    Filer's total
    $46,791 + $889,017 related

  • WILLIAM LAING

    VP, FINANCE

    Total calculated
    $303,980
    From this org
    $285,568
    From related orgs
    $0
    Other
    $18,412
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $247,856
    Bonus
    $37,536
    Other
    $176
    Deferred
    $11,541
    Nontaxable benefits
    $6,871
    Filer's total
    $303,980

  • HARLAN ALCON LEVINE

    PRES, HLTH INNOVATION & POLICY

    Total calculated
    $2,496,845
    From this org
    $110,259
    From related orgs
    $2,094,916
    Other
    $291,670
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $56,154 + $1,066,912 related
    Bonus
    $48,690 + $925,117 related
    Other
    $5,415 + $102,887 related
    Deferred
    $13,344 + $253,532 related
    Nontaxable benefits
    $1,240 + $23,554 related
    Filer's total
    $124,843 + $2,372,002 related

  • JO ANN ESCASA-HAIGH

    CHIEF BUSINESS OFFICER

    Total calculated
    $2,247,700
    From this org
    $79,606
    From related orgs
    $1,910,543
    Other
    $257,551
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $47,069 + $1,129,651 related
    Bonus
    $31,845 + $764,284 related
    Other
    $692 + $16,608 related
    Deferred
    $9,310 + $223,449 related
    Nontaxable benefits
    $992 + $23,800 related
    Filer's total
    $89,908 + $2,157,792 related

  • KRISTIN BERTELL

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $1,621,424
    From this org
    $45,571
    From related orgs
    $1,335,377
    Other
    $240,476
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $25,161 + $737,308 related
    Bonus
    $18,701 + $547,998 related
    Other
    $1,709 + $50,071 related
    Deferred
    $6,642 + $194,627 related
    Nontaxable benefits
    $1,294 + $37,913 related
    Filer's total
    $53,507 + $1,567,917 related

  • MARCELLUS R VAN DEN BRINK MD PHD

    COHNMC PRESIDENT & CHF PHYS EXEC

    Total calculated
    $2,570,014
    From this org
    $22,000
    From related orgs
    $2,178,032
    Other
    $369,982
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $14,986 + $1,483,628 related
    Bonus
    $6,409 + $634,531 related
    Other
    $605 + $59,873 related
    Deferred
    $3,469 + $343,401 related
    Nontaxable benefits
    $231 + $22,881 related
    Filer's total
    $25,700 + $2,544,314 related

  • VIJAY TRISAL MD

    SYSTEM CHIEF CLINICAL OFFICER

    Total calculated
    $1,389,919
    From this org
    $41,527
    From related orgs
    $1,216,878
    Other
    $131,514
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $26,995 + $791,047 related
    Bonus
    $12,625 + $369,939 related
    Other
    $1,907 + $55,892 related
    Deferred
    $3,081 + $90,285 related
    Nontaxable benefits
    $1,259 + $36,889 related
    Filer's total
    $45,867 + $1,344,052 related

  • JENNIFER PARKHURST

    FORMER OFFICER

    Total calculated
    $1,250,021
    From this org
    $0
    From related orgs
    $1,211,995
    Other
    $38,026
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $221,089 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $840,906 related
    Deferred
    $0 + $16,140 related
    Nontaxable benefits
    $0 + $21,886 related
    Filer's total
    $0 + $1,250,021 related

  • MARK HULSE

    FORMER CHIEF DIGITAL OFFICER

    Total calculated
    $313,147
    From this org
    $14,885
    From related orgs
    $282,823
    Other
    $15,439
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $8,324 + $158,168 related
    Bonus
    $3,750 + $71,250 related
    Other
    $2,811 + $53,405 related
    Deferred
    $503 + $9,557 related
    Nontaxable benefits
    $269 + $5,110 related
    Filer's total
    $15,657 + $297,490 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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL
CITY OF HOPE PHOENIX PERMITS FIRST CLASS TRAVEL FOR CERTAIN OFFICERS, DIRECTORS, AND KEY EXECUTIVES IN LIMITED CIRCUMSTANCES WHEN SPECIFIED TRAVEL CRITERIA ARE MET.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
CERTAIN INDIVIDUALS PARTICIPATED IN CITY OF HOPE'S NON-QUALIFIED SECTION 457(F) EXECUTIVE SUPPLEMENTAL ACCUMULATION PLAN THAT IS DESIGNED AND MAINTAINED TO PROVIDE A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITH DEFERRED COMPENSATION. THE PLAN VESTS AFTER THREE (3) FISCAL YEARS OF SERVICE AND THE VESTED TOTALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PRIOR TO VESTING, THE ANNUAL AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PURSUANT TO THE PLAN DOCUMENT, VESTED PARTICIPANTS ARE ENTITLED TO WITHDRAW FROM THEIR VESTED ACCOUNT AN AMOUNT EQUAL TO THE FEDERAL, STATE, LOCAL AND FICA TAXES THEY OWE. THESE AMOUNTS ARE REMITTED TO THE APPROPRIATE TAXING AUTHORITIES ON BEHALF OF THE PARTICIPANTS. FOR CALENDAR YEAR 2024, NO INDIVIDUALS WITHDREW AMOUNTS TO COVER SUCH TAXES.
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS
CITY OF HOPE PHOENIX'S EXECUTIVES AND CERTAIN KEY EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION UNDER AN ANNUAL INCENTIVE PLAN (AIP) TIED TO ORGANIZATIONAL KEY PERFORMANCE INDICATORS AND INDIVIDUAL OBJECTIVES. THE KEY PERFORMANCE INDICATORS REFLECT KEY AREAS OF STRATEGIC FOCUS AND THE EXEMPT HEALTHCARE MISSION OF CITY OF HOPE AND AFFILIATES AND ARE BOTH FINANCIAL AND NON-FINANCIAL. THE POTENTIAL INCENTIVE COMPENSATION IS BASED ON A WEIGHTED AVERAGE AMONG ALL INDICATORS AND IS PAID AS A PERCENTAGE OF EACH INDIVIDUAL PARTICIPANT'S BASE COMPENSATION. THE KEY PERFORMANCE INDICATORS ARE WEIGHTED BASED ON THE PARTICIPANT'S PRIMARY AREA(S) OF RESPONSIBILITY, WITH ORGANIZATIONAL KEY PERFORMANCE INDICATORS WEIGHTED FROM 70 PERCENT TO 90 PERCENT, AND THE INDIVIDUAL OBJECTIVES WEIGHTED FROM 10 PERCENT TO 30 PERCENT. THE AIP IS UNDER THE CONTROL OF, AND ADMINISTERED BY, THE INDEPENDENT DIRECTORS SERVING ON THE EXECUTIVE COMPENSATION AND GOVERNANCE COMMITTEE. TO BE ELIGIBLE, THE PARTICIPANTS IN THE AIP MUST BE EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. CITY OF HOPE MAY, IN ITS DISCRETION, CANCEL ALL OR A PORTION OF ANY INCENTIVE PLAN PAYMENT OR AWARD TO ANY PARTICIPANT, WHETHER BEFORE OR FOLLOWING PAYMENT OF SUCH AWARD, SUBJECT TO COMPLIANCE WITH APPLICABLE LAW, UNDER THE FOLLOWING CIRCUMSTANCES (CANCELLATION POLICY): A) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY RESTATES OR OTHERWISE ADJUSTS THE ANNUAL PERFORMANCE MEASUREMENT CALCULATION IN A MANNER THAT WOULD REDUCE THE SIZE OF THE AWARD OR PAYMENT, OR; B) AN INCENTIVE PLAN PAYMENT OR AWARD IS MADE FOR A FISCAL PERIOD AND CITY OF HOPE SUBSEQUENTLY DETERMINES THAT ONE OR MORE OF THE ANNUAL PERFORMANCE MEASUREMENT CALCULATIONS ON WHICH THE AWARD IS BASED OR IS PAID ARE MATERIALLY INACCURATE. THE AIP INCENTIVE COMPENSATION EARNED FOR FISCAL YEAR 2024 WAS PAID IN CALENDAR YEAR 2024 AND THESE AMOUNTS HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). ADDITIONALLY, CITY OF HOPE HAS AN EXECUTIVE LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN EXECUTIVES WHICH IS DESIGNED TO DRIVE LONG-TERM ORGANIZATIONAL PERFORMANCE AND TRANSFORMATION BY ALIGNING EXECUTIVES WITH THE MULTI-YEAR STRATEGIC PLAN AND INCENTIVIZING THEM FOR ACHIEVING KEY ORGANIZATIONAL AND STRATEGIC OBJECTIVES AND GOALS. WITH THREE-YEAR VESTING PERIODS, THE PLAN ALSO PROVIDES A MEANS FOR RETAINING KEY EXECUTIVE TALENT. THE PERFORMANCE PERIOD OF THE PLAN (CYCLE 10) RAN FROM OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024 WITH A NEW THREE-YEAR PERFORMANCE PERIOD BEGINNING EACH OCTOBER 1ST THEREAFTER (E.G., CYCLE 11 RUNS FROM OCTOBER 1, 2022 THROUGH SEPTEMBER 30, 2025). TO BE ELIGIBLE TO PARTICIPATE IN ANY PAYOUT UNDER THE PLAN, PARTICIPANTS MUST BE ACTIVELY EMPLOYED BY CITY OF HOPE AT THE TIME OF THE INCENTIVE PLAN PAYMENT, AND BE MEETING OR EXCEEDING PERFORMANCE EXPECTATIONS. WHILE THE PLAN DOES MEET THE REQUIREMENTS FOR A SUBSTANTIAL RISK OF FORFEITURE, AS OF THE CALENDAR YEAR ENDING DECEMBER 31, 2024, THE POTENTIAL LTI AMOUNTS HAVE BEEN ESTIMATED AND ACCRUED DURING THE CURRENT TAX YEAR AND ARE REPORTED AS DEFERRED COMPENSATION TO THE PLAN PARTICIPANTS IN SCHEDULE J, PART II, COLUMN (C). THE LTI PLAN IS SUBJECT TO THE SAME CANCELLATION POLICY AS THE AIP DESCRIBED PREVIOUSLY. PARTICIPANTS WHO MET THE ELIGIBILITY CRITERIA RECEIVED A PAYOUT OF PLAN CYCLE 10 LTI INCENTIVES (OCTOBER 1, 2021 THROUGH SEPTEMBER 30, 2024) IN DECEMBER 2024. THESE AMOUNTS HAVE BEEN REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(II).

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

No itemized grants to organizations 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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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.

  • ACCESSHOPE LLC

    C CORPORATION · ONCOLOGY SUPPORT · DE

    Directly controlled by CITY OF HOPE

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202622259349302527

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