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Nonprofiteer
← WESTERN VILLAGE ACADEMY INC

Form 990 for tax year 2022

Filed by WESTERN VILLAGE ACADEMY INC.

Totals

Total revenue
$4,159,539
Total expenses
$3,647,267
Contributions and grants received
$4,146,129
Grants paid
$0
Program service revenue
$2,147
Investment income
$500
Other revenue
$10,763
Total assets, end of year
$3,911,766
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,911,766
Program services expenses (Part IX)
$3,647,267
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,647,267

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN VERA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • DAVID JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN LAWSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAM MILLINGTON

    DIRECTOR & CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY PEHRSON

    DIRECTOR & PRESIDENT/CEO

    Total calculated
    $2,825,944
    From this org
    $0
    From related orgs
    $2,539,008
    Other
    $286,936
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,230,472 related
    Bonus
    $0 + $1,003,444 related
    Other
    $0 + $305,092 related
    Deferred
    $0 + $280,336 related
    Nontaxable benefits
    $0 + $6,600 related
    Filer's total
    $0 + $2,825,944 related

  • ERIC HARMON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZAN WHALEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CRYSTAL HURD

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    40

  • KYLIE LYONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MILISHA HENDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHARI DIXON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SKIP LEONARD

    DIRECTOR

    Total calculated
    $465,052
    From this org
    $0
    From related orgs
    $445,196
    Other
    $19,856
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $314,781 related
    Bonus
    $0 + $48,668 related
    Other
    $0 + $81,747 related
    Deferred
    $0 + $11,046 related
    Nontaxable benefits
    $0 + $8,810 related
    Filer's total
    $0 + $465,052 related

  • TOM CASSIDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STANLEY F HUPFELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS M SMITH

    PART YEAR CFO OF IH

    Total calculated
    $1,038,201
    From this org
    $0
    From related orgs
    $907,662
    Other
    $130,539
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,208 related
    Bonus
    $0 + $149,498 related
    Other
    $0 + $144,956 related
    Deferred
    $0 + $123,939 related
    Nontaxable benefits
    $0 + $6,600 related
    Filer's total
    $0 + $1,038,201 related

  • JAY JENKINS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RUTH M RAYNER

    COMMUNITY BENEFITS DIRECTO

    Total calculated
    $104,199
    From this org
    $101,694
    From related orgs
    $0
    Other
    $2,505
    Hours/week
    40

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
  • 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)

PART I, LINE 3
THE PRESIDENT/CEO IS PAID BY INTEGRIS HEALTH, INC. , A RELATED TAX-EXEMPT ORGANIZATOIN. THE INTEGRIS HEALTH, INC. BOARD OF DIRECTORS DESIGNATES AN EXECUTIVE COMMITTEE, MADE UP OF INDEPENDENT BOARD MEMBERS, TO REVIEW AND SET THE EXECUTIVE DIRECTOR'S COMPENSATION PERIODICALLY. THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA INCLUDING A COMPENSATION SURVEY FROM AN INDEPENDENT CONSULTANT. THE COMMITTEE REVIEWS COMPENSATION PACKAGES AND APPROPRIATE COMPENSATION IS DETERMINED AND APPROVED. THE BASIS FOR DETERMINATION IS THEN DOCUMENTED BY THE COMMITTEE AND KEPT AS CORPORATE RECORD.
PART I, LINE 4B
THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS PROVIDES TO CERTAIN EXECUTIVES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PURPOSE OF THE PLAN IS TO SUPPLEMENT THE SPONSOR-PROVIDED RETIREMENT BENEFITS TO BE PAID TO SENIOR EXECUTIVES PURSUANT TO THE DEFINED BENEFIT PENSION PLAN, THE TAX DEFERRED ANNUITY PLAN AND OTHER QUALIFIED OR NON QUALIFIED RETIREMENT PLANS WHICH ARE MAINTAINED BY THE SPONSOR. THE PLAN PROVIDES AN OPPORTUNITY TO EARN SUPPLEMENTAL INCENTIVE INCOME BY PROVIDING ANNUAL CONTRIBUTIONS TO THE ACCOUNT SO LONG AS THE EXECUTIVE REMAINS EMPLOYED BY THE SPONSOR TO RETIREMENT AGE OF 65. THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF FORM 990 PARTICIPATED IN THIS PLAN AND RECEIVED PAYMENTS IN THE CURRENT REPORTING YEAR: TIMOTHY PEHRSON - $286,003 DOUGLAS SMITH - $131,709
PART I, LINE 7
THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS) INTEGRIS HEALTH HAS ESTABLISHED A FINANCIAL INCENTIVE PLAN THAT ENCOURAGES OFFICER'S PARTICIPATION IN THE SIGNIFICANT IMPROVEMENTS OF THE QUALITY AND FINANCIAL OPERATIONS OF THE ORGANIZATION. THE QUALITY COMPONENT IS DEFINED AS IMPROVEMENT IN PATIENT SAFETY, PATIENT SATISFACTION AND REDUCTION OF EMPLOYEE TURNOVER. THE FINANCIAL COMPONENT CONSISTS OF ACHIEVEMENT IN NET OPERATING INCOME THRESHOLD TO BE ACHIEVED TO ACTIVATE THE PLAN. A PREDETERMINED THRESHOLD IS CREATED WITHIN ALL ASPECTS OF THE PLAN BEFORE FINANCIAL ACHIEVEMENT IS PAYABLE. ALL PLANS ARE WRITTEN ACCORDING TO EXECUTIVE LEVEL AND ADOPTED BY INTEGRIS HEALTH BOARD RESOLUTION EACH PLAN YEAR AND PAYABLE AFTER INDEPENDENT AUDIT RESULTS ARE DETERMINED.

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.

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
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349317615

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