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← NATIONAL HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by NATIONAL HEALTH FOUNDATION.

Totals

Total revenue
$25,586,407
Total expenses
$12,173,162
Contributions and grants received
$25,439,716
Grants paid
$0
Program service revenue
$0
Investment income
$128,611
Other revenue
$18,080
Total assets, end of year
$54,631,813
Total liabilities, end of year
$29,800,587
Net assets or fund balances, end of year
$24,831,226
Program services expenses (Part IX)
$10,423,893
Management and general expenses
$1,648,248
Fundraising expenses
$101,021
Program service expenses (Part III)
$10,423,893

Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $19,184,326

  • 1f · All other contributions, gifts and grants

    $6,255,390

  • 1g · Noncash contributions included above

    $826,150

  • 3 · Investment income

    total $131,489 · excluded $131,489

  • 7a · Gross sales of assets other than inventory

    securities $25,000

  • 7b · Less cost or other basis and sales expenses

    securities $27,878

  • 7c · Gain or loss

    securities -$2,878

  • 7d · Net gain or loss

    total -$2,878 · excluded -$2,878

  • 11a · Other revenue: OTHER REVENUE

    total $18,080 · excluded $18,080

  • 11e · Other revenue, total

    $18,080

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $272,788 · program services $68,197 · management and general $177,312 · fundraising $27,279

  • 7 · Other salaries and wages

    total $5,245,804 · program services $4,861,528 · management and general $361,749 · fundraising $22,527

  • 8 · Pension plan contributions

    total $110,553 · program services $92,848 · management and general $17,705

  • 9 · Other employee benefits

    total $800,882 · program services $668,510 · management and general $132,372

  • 10 · Payroll taxes

    total $419,258 · program services $345,553 · management and general $73,705

  • 11b · Fees: legal

    total $251,614 · program services $51,443 · management and general $200,171

  • 11c · Fees: accounting

    total $158,678 · management and general $158,678

  • 11f · Fees: investment management

    total $14,304 · management and general $14,304

  • 11g · Fees: other

    total $1,882,367 · program services $1,824,472 · management and general $6,805 · fundraising $51,090

  • 12 · Advertising and promotion

    total $4,555 · program services $224 · management and general $4,331

  • 13 · Office expenses

    total $291,898 · program services $203,297 · management and general $88,476 · fundraising $125

  • 14 · Information technology

    total $23,664 · program services $60 · management and general $23,604

  • 16 · Occupancy

    total $1,471,469 · program services $1,344,964 · management and general $126,505

  • 17 · Travel

    total $117,007 · program services $19,850 · management and general $97,157

  • 19 · Conferences, conventions and meetings

    total $9,867 · program services $1,659 · management and general $8,208

  • 20 · Interest

    total $12,599 · program services $12,599

  • 22 · Depreciation, depletion and amortization

    total $231,897 · program services $231,847 · management and general $50

  • 23 · Insurance

    total $610,603 · program services $563,063 · management and general $47,540

  • 24a · Other expenses: STAFF DEVELOPMENT

    total $176,171 · program services $117,339 · management and general $58,832

  • 24b · Other expenses: RECRUITMENT, LICENSE, F

    total $66,954 · program services $16,210 · management and general $50,744

  • 24c · Other expenses: UNCOLLECTIBLE RECEIVABL

    total $230 · program services $230

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,965,424 · end of year $2,523,142

  • 3 · Pledges and grants receivable

    beginning of year $3,823,344 · end of year $3,665,785

  • 9 · Prepaid expenses and deferred charges

    beginning of year $448,186 · end of year $445,417

  • 10a · Land, buildings and equipment: cost or other basis

    $40,690,836

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,161,809

  • 10c · Land, buildings and equipment, net

    beginning of year $24,775,832 · end of year $39,529,027

  • 11 · Investments: publicly traded securities

    beginning of year $2,777,693 · end of year $3,084,775

  • 15 · Other assets

    beginning of year $6,079,577 · end of year $5,383,667

  • 17 · Accounts payable and accrued expenses

    beginning of year $780,726 · end of year $3,402,518

  • 19 · Deferred revenue

    beginning of year $3,790,373 · end of year $116,473

  • 23 · Secured mortgages and notes payable

    beginning of year $20,826,533 · end of year $20,722,564

  • 25 · Other liabilities

    beginning of year $6,247,303 · end of year $5,559,032

  • 27 · Net assets without donor restrictions

    beginning of year $6,707,626 · end of year $19,476,866

  • 28 · Net assets with donor restrictions

    beginning of year $4,517,495 · end of year $5,354,360

Mission and programs · 2023

Mission

NATIONAL HEALTH FOUNDATION'S MISSION IS TO IMPROVE THE HEALTH OF INDIVIDUALS AND UNDER-RESOURCED COMMUNITIES BY TAKING ACTION ON THE SOCIAL DETERMINANTS OF HEALTH. OUR VISION IS THAT ALL PEOPLE, REGARDLESS OF WHO THEY ARE OR WHERE THEY LIVE, CAN ACHIEVE THEIR HIGHEST LEVEL OF HEALTH.

  • RECUPERATIVE CARE / BRIDGE HOUSING IS FOR PERSONS TEMPORARILY EXPERIENCING HOMELESSNESS. THE ORGANIZATION OPERATES A 61 BED RECUPERATIVE CARE FACILITY IN THE PICO UNION DISTRICT NEAR DOWNTOWN LOS ANGELES, A 38 BED FACILITY IN VENTURA COUNTY AND A 36 BED FACILITY IN GLENDALE. RECUPERATIVE CARE IS A COST EFFECTIVE WAY TO PROVIDE NEEDED AFTERCARE TO HOMELESS PATIENTS IN A SAFE AND CLEAN ENVIRONMENT TO RECOVER, RECEIVE MEDICAL OVERSIGHT, SUPPORT IN ATTENDING FOLLOWING UP APPOINTMENTS, CONNECTION TO SUPPORTIVE SERVICES AND HOUSING OPTIONS.

    Expenses $8,571,408

  • NUTRITION EDUCATION OBESITY PREVENTION IS A PARTNERSHIP WITH SCHOOLS AND ITS STUDENTS TO RESEARCH AND IDENTIFY CHALLENGES TO ACCESSING AND CONSUMING HEALTHY FOODS AND BEVERAGES, AND OBSTACLES FOR PHYSICAL ACTIVITY IN THE SOUTH LOS ANGELES COMMUNITY. CALFRESH CONNECTION ENGAGES UNDERSERVED COMMUNITIES THROUGH OUTREACH AND EDUCATION EVENTS AND ASSISTS WITH APPLICATION.

    Expenses $772,877

  • NATIONAL HEALTH FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY DEDICATED TO IMPROVING AND ENHANCING THE HEALTHCARE OF THE UNDERSERVED BY DEVELOPING AND SUPPORTING INNOVATIVE PROGRAMS THAT 1) CAN BE INDEPENDENTLY VIABLE, 2) PROVIDE SYSTEMIC SOLUTIONS TO GAPS IN HEALTHCARE ACCESS AND DELIVERY, AND 3) HAVE THE POTENTIAL TO BE REPLICATED NATIONALLY.A BROAD CATEGORY COVERING SEVERAL PROGRAMS ADDRESSING THE ROOT CAUSES OF HEALTH DISPARITIES BY WORKING HAND IN HAND WITH COMMUNITIES. THE GOAL IS TO UNDERSTAND WHAT HEALTH ISSUES ARE PRESSING ON COMMUNITIES AND HOW THEY CAN BE OVERCOME BY PUTTING THOSE IDEAS INTO ACTION. OUR FOCUS DEALS WITH FOOD AND HOUSING INSECURITY, BUILT ENVIRONMENT, RESEARCH AND EDUCATION. BEING HEALTHY BEGINS WHERE WE LIVE, LEARN, WORK AND PLAY.

    Expenses $1,079,608

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • George Greene Esq

    VICE CHAIR EX OFFICIO

    Total calculated
    $1,112,128
    From this org
    $0
    From related orgs
    $966,733
    Other
    $145,395
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,888 related
    Bonus
    $0 + $229,125 related
    Other
    $0 + $34,720 related
    Deferred
    $0 + $113,400 related
    Nontaxable benefits
    $0 + $31,995 related
    Filer's total
    $0 + $1,112,128 related

  • Paul Young

    MEMBER

    Total calculated
    $411,572
    From this org
    $0
    From related orgs
    $353,831
    Other
    $57,741
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,991 related
    Bonus
    $0 + $39,893 related
    Other
    $0 + $37,947 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $34,641 related
    Filer's total
    $0 + $411,572 related

  • Scott Twomey

    SPECIAL PROJECTS

    Total calculated
    $384,801
    From this org
    $179,391
    From related orgs
    $179,250
    Other
    $26,160
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $179,391 + $179,250 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $3,060 related
    Filer's total
    $179,391 + $205,410 related

  • Felita Jones

    PRESIDENT/CEO

    Total calculated
    $272,788
    From this org
    $263,674
    From related orgs
    $0
    Other
    $9,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,288
    Bonus
    $12,751
    Other
    $4,635
    Deferred
    $0
    Nontaxable benefits
    $9,114
    Filer's total
    $272,788

  • Chad Monk

    SR. VP OF PROGRAM AND PUBLIC POLICY

    Total calculated
    $158,375
    From this org
    $144,643
    From related orgs
    $0
    Other
    $13,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,815
    Bonus
    $3,504
    Other
    $324
    Deferred
    $7,051
    Nontaxable benefits
    $6,681
    Filer's total
    $158,375

  • Christian Ocampo

    VICE PRESIDENT OF IT

    Total calculated
    $154,373
    From this org
    $140,645
    From related orgs
    $0
    Other
    $13,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,873
    Bonus
    $3,422
    Other
    $350
    Deferred
    $6,917
    Nontaxable benefits
    $6,811
    Filer's total
    $154,373

  • Marlene Smith

    REGIONAL VP OF OPERATIONS, WEST

    Total calculated
    $152,767
    From this org
    $139,154
    From related orgs
    $0
    Other
    $13,613
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,400
    Bonus
    $3,410
    Other
    $344
    Deferred
    $6,132
    Nontaxable benefits
    $7,481
    Filer's total
    $152,767

  • Megan Pepper

    NURSE PRACTITIONER ADMINISTRATOR

    Total calculated
    $147,914
    From this org
    $140,989
    From related orgs
    $0
    Other
    $6,925
    Hours/week
    40

  • John Calderone PhD

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mara Bryant

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Alison Birnie

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dan Searcy

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Johnese Spisso

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gerald Sullivan

    MEMBER

    Total calculated
    $0
    Hours/week
    1

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4B
THE EMPLOYEE'S EMPLOYER, HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA, HAS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. PAYMENTS DURING THE YEAR REPRESENTS CONTRIBUTIONS TO THE PLAN MADE ON BEHALF OF THE FOLLOWING EMPLOYEES: GEORGE GREENE $90,300 AND PAUL YOUNG $7,979. THE CONTRIBUTION IS DETERMINED BY THE ORGANIZATION FOR EACH PARTICIPANT PER THE PLAN CONTRIBUTION SCHEDULE. THE VESTING DATE IS PER PLAN DOCUMENTS. PAUL YOUNG'S 457(F) VESTED BALANCE OF $37,083 WAS DISBURSED IN 2023. SPLIT-DOLLAR LIFE INSURANCE PARTICIPANT IS SCOTT TWOMEY. THE EMPLOYEE'S EMPLOYER, HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA, DEPOSITS FUNDS INTO A LIFE INSURANCE POLICY ON THE PARTICIPANT'S LIFE. DURING LIFE, AND SUBJECT TO THE POLICY GENERATING SUFFICIENT VALUES, THE PARTICIPANT CAN BORROW FROM THE POLICY. THE AMOUNT THAT CAN BE BORROWED DEPENDS ON THE POLICY'S PERFORMANCE. AT DEATH, HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA RECOVERS THE PREMIUMS PLUS INTEREST PLUS ADDITIONAL KEY-PERSON INSURANCE PROCEEDS.
PART I, LINE 7
A BONUS FOR THE CEO IS DETERMINED BASED UPON OBJECTIVELY VERIFIABLE MEASUREMENTS AS AGREED TO BY THE BOARD AT THE BEGINNING OF EACH CALENDAR YEAR. THE BONUS IS A FUNCTION OF MEETING BOARD APPROVED BUDGET REQUIREMENTS AND CRITERIA OUTLINED BY THE COMPENSATION COMMITTEE. THE BONUS FOR OTHER OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES IS DETERMINED BY THE PRESIDENT/CEO.

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.

  • COMMUNITY WORKS ARLETA LLC

    RECUPERATIVE CARE SERVICES · CA · income $14,452,182 · assets $40,028,742

    Directly controlled by NATIONAL HEALTH FOUNDATION

Related corporations and trusts

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

  • ALLHEALTH INC

    C · HOSPITAL SERVICES · CA

  • MODERN HEALTH SERVICES

    C · EMPLOYEE LEASING COMPANY · CA

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202443129349303324

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