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Nonprofiteer
← PIH HEALTH PHYSICIANS

Form 990 for tax year 2024

Filed by PIH HEALTH PHYSICIANS.

Totals

Total revenue
$354,895,291
Total expenses
$368,990,951
Contributions and grants received
$2,845,094
Grants paid
$1,499,000
Program service revenue
$349,811,333
Investment income
$43,003
Other revenue
$2,195,861
Total assets, end of year
$81,062,098
Total liabilities, end of year
$64,817,344
Net assets or fund balances, end of year
$16,244,754
Program services expenses (Part IX)
$343,998,171
Management and general expenses
$24,992,780
Fundraising expenses
$0
Program service expenses (Part III)
$343,998,171

Program services were 93.2% 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.

  • 1d · Related organizations

    $2,845,094

  • 2a · Program service revenue: CAPITATION REVENUE

    total $210,408,817 · related or exempt $210,408,817

  • 2b · Program service revenue: PATIENT REVENUE

    total $115,651,653 · related or exempt $115,651,653

  • 2c · Program service revenue: PHYSICIAN OFFICES

    total $14,304,208 · related or exempt $14,304,208

  • 2f · All other program service revenue

    total $9,446,655 · related or exempt $9,446,655 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $43,003 · excluded $43,003

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 10a · Gross sales of inventory

    $2,891,043

  • 10b · Cost of goods sold

    $695,182

  • 10c · Net income from sales of inventory

    total $2,195,861 · related or exempt $2,195,861

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,499,000 · program services $1,499,000

  • 5 · Compensation of officers, directors and key employees

    total $1,205,880 · program services $680,154 · management and general $525,726

  • 7 · Other salaries and wages

    total $57,092,517 · program services $47,967,143 · management and general $9,125,374

  • 8 · Pension plan contributions

    total $2,605,466 · program services $2,230,279 · management and general $375,187

  • 9 · Other employee benefits

    total $15,848,090 · program services $13,466,164 · management and general $2,381,926

  • 10 · Payroll taxes

    total $4,717,367 · program services $3,962,893 · management and general $754,474

  • 11b · Fees: legal

    total $142,725 · program services $142,725

  • 11g · Fees: other

    total $197,645,546 · program services $189,763,890 · management and general $7,881,656 · fundraising $0

  • 12 · Advertising and promotion

    total $17,075 · program services $17,075

  • 13 · Office expenses

    total $1,234,083 · program services $1,161,662 · management and general $72,421

  • 14 · Information technology

    total $49,577 · program services $42,438 · management and general $7,139

  • 16 · Occupancy

    total $15,799,218 · program services $14,420,762 · management and general $1,378,456

  • 17 · Travel

    total $21,758 · program services $12,643 · management and general $9,115

  • 19 · Conferences, conventions and meetings

    total $46,894 · program services $13,466 · management and general $33,428

  • 20 · Interest

    total $39,658 · management and general $39,658

  • 22 · Depreciation, depletion and amortization

    total $3,588,027 · program services $2,762,797 · management and general $825,230

  • 23 · Insurance

    total $5,932,466 · program services $4,700,667 · management and general $1,231,799

  • 24a · Other expenses: CLAIMS

    total $46,758,104 · program services $46,758,104

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $13,365,889 · program services $13,365,282 · management and general $607

  • 24c · Other expenses: EQUIPMENT LEASE

    total $633,435 · program services $633,435

  • 24d · Other expenses: ALL OTHER EXPENSES

    total $748,176 · program services $397,592 · management and general $350,584

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $19,000,587 · end of year $19,545,987

  • 4 · Accounts receivable

    beginning of year $34,216,212 · end of year $41,985,044

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,723,822 · end of year $1,521,884

  • 9 · Prepaid expenses and deferred charges

    beginning of year $340,195 · end of year $359,752

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

    $52,345,161

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

    $43,123,942

  • 10c · Land, buildings and equipment, net

    beginning of year $10,762,181 · end of year $9,221,219

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $24,790

  • 15 · Other assets

    beginning of year $10,809,017 · end of year $8,428,212

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,783,424 · end of year $37,171,671

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $37,752,966 · end of year $27,645,673

  • 27 · Net assets without donor restrictions

    beginning of year $10,340,414 · end of year $16,244,754

Mission and programs · 2024

Mission

SEE SCHEDULE O.

Activities or mission (Part I)

PROVIDE HIGH-QUALITY HEALTH CARE SERVICES TO THE COMMUNITY WITHOUT DISCRIMINATION.

  • PATIENT CARE: A 501 (C)(3) NONPROFIT MEDICAL GROUP THAT IS EXCLUSIVELY AFFILIATED WITH PIH HEALTH. THE GROUP IS COMPRISED OF MORE THAN 380 PRIMARY CARE PHYSICIANS AND SPECIALISTS WHO COORDINATE CARE FROM DIAGNOSIS TO RECOVERY. PATIENT CARE IN FISCAL YEAR 2024-2025 EMPLOYEES: 1,285 PIH HEALTH PHYSICIAN LOCATIONS: 37 MEDICAL OFFICES; 7 URGENT CARE CENTERS TOTAL MEDICAL OFFICE VISITS: 814,681

    Expenses $318,464,778 · Revenue $336,285,749

  • SEE SCHEDULE O.

    Expenses $22,538,353 · Grants $1,499,000 · Revenue $15,018,780

  • FINANCIAL ASSISTANCE, ALSO KNOWN AS CHARITY CARE, IS DEFINED AS FREE OR DISCOUNTED HEALTH SERVICES PROVIDED TO INDIVIDUALS WHO CANNOT AFFORD TO PAY AND WHO MEET THE ELIGIBILITY CRITERIA OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. IN PROVIDING SERVICES TO THOSE PATIENTS PARTICIPATING IN MEANS-TESTED GOVERNMENT HEALTH PROGRAMS, SUCH AS MEDI-CAL, PIH HEALTH PHYSICIANS REALIZES A COLLECTIVE NET LOSS EACH FISCAL YEAR DUE TO THE SHORTFALL CREATED WHEN THE PAYMENTS RECEIVED FROM THESE PROGRAMS ARE LESS THAN THE COST OF CARING FOR PUBLIC PROGRAM BENEFICIARIES. NUMBER OF PERSONS SERVED BY FINANCIAL ASSISTANCE AND MEANS-TESTED GOVERNMENT PROGRAMS: 10,066

    Expenses $2,995,040 · Revenue $702,665

As filed on the 2024 return.

Listed in Part VII

  • Alex Alvarez

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Charlotte Weaver PhD

    DIRECTOR & CHAIR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Paul Treinen

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • William Roth

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Brent Gray MD

    DIRECTOR/ MEDICAL DIRECTOR

    Total calculated
    $184,075
    From this org
    $0
    From related orgs
    $184,075
    Other
    $0
    Hours/week
    1.5 + 38.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,075 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $184,075 related
  • Deborah Medrano

    DIRECTOR (AS OF 12/13/2024)

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Jeffrey Hamar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Jerry Floro MD

    DIRECTOR

    Total calculated
    $114,400
    From this org
    $114,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    17.5
  • Kenton Woods

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Mark Magged MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • Marrissa Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • Melanie Batiste

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Patrick Monroe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Peter Greaney MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Regine Lawton

    DIRECTOR (AS OF 12/13/2024)

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Richard Atwood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 7.5 related
  • Sanatkumar Patel MD

    DIRECTOR

    Total calculated
    $70,680
    From this org
    $70,680
    From related orgs
    $0
    Other
    $0
    Hours/week
    9.5
  • Scott Krog

    DIRECTOR (AS OF 12/13/2024)

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Scott Southron

    DIRECTOR (AS OF 12/13/2024)

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Thurso Barendse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Tracea Saraliev

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 6 related
  • Andrew Zwers

    PRESIDENT, PHP, HMS, & PHCS

    Total calculated
    $1,063,158
    From this org
    $0
    From related orgs
    $862,894
    Other
    $200,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $735,472 related
    Bonus
    $0
    Other
    $0 + $127,422 related
    Deferred
    $0 + $178,199 related
    Nontaxable benefits
    $0 + $22,065 related
    Filer's total
    $0 + $1,063,158 related
  • James West

    SYSTEM PRESIDENT & CEO

    Total calculated
    $1,663,779
    From this org
    $0
    From related orgs
    $1,623,596
    Other
    $40,183
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,603,998 related
    Bonus
    $0
    Other
    $0 + $19,598 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $21,883 related
    Filer's total
    $0 + $1,663,779 related
  • Peggy Chulack

    ASSISTANT SECRETARY

    Total calculated
    $1,515,125
    From this org
    $0
    From related orgs
    $1,481,245
    Other
    $33,880
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $872,084 related
    Bonus
    $0
    Other
    $0 + $609,161 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $15,580 related
    Filer's total
    $0 + $1,515,125 related
  • Rosalio Lopez MD

    SYSTEM CSO/CMO

    Total calculated
    $1,396,488
    From this org
    $0
    From related orgs
    $1,344,833
    Other
    $51,655
    Hours/week
    1.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $987,835 related
    Bonus
    $0
    Other
    $0 + $356,998 related
    Deferred
    $0 + $41,300 related
    Nontaxable benefits
    $0 + $10,355 related
    Filer's total
    $0 + $1,396,488 related
  • Vid Shivaraman

    SYSTEM CFO & ASST TREASURER

    Total calculated
    $1,085,954
    From this org
    $0
    From related orgs
    $870,104
    Other
    $215,850
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,548 related
    Bonus
    $0
    Other
    $0 + $7,556 related
    Deferred
    $0 + $190,785 related
    Nontaxable benefits
    $0 + $25,065 related
    Filer's total
    $0 + $1,085,954 related
  • Yajaira Garcia

    VP GROUP OPS

    Total calculated
    $440,152
    From this org
    $0
    From related orgs
    $363,209
    Other
    $76,943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $355,739 related
    Bonus
    $0
    Other
    $0 + $7,470 related
    Deferred
    $0 + $74,875 related
    Nontaxable benefits
    $0 + $2,068 related
    Filer's total
    $0 + $440,152 related
  • Ching Huei Lin

    DIRECTOR DECISION SUPPORT

    Total calculated
    $282,568
    From this org
    $254,452
    From related orgs
    $0
    Other
    $28,116
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,151
    Bonus
    $0
    Other
    $6,301
    Deferred
    $12,788
    Nontaxable benefits
    $15,328
    Filer's total
    $282,568
  • Dawn Roth

    ADM DIR COMM RES

    Total calculated
    $270,545
    From this org
    $240,833
    From related orgs
    $0
    Other
    $29,712
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,532
    Bonus
    $0
    Other
    $6,301
    Deferred
    $14,653
    Nontaxable benefits
    $15,059
    Filer's total
    $270,545
  • Ketan Tantod

    ADM DIR GROUP OPS

    Total calculated
    $247,594
    From this org
    $219,675
    From related orgs
    $0
    Other
    $27,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,518
    Bonus
    $0
    Other
    $6,157
    Deferred
    $5,500
    Nontaxable benefits
    $22,419
    Filer's total
    $247,594
  • Linda Campbell

    RN ADMIN DIR

    Total calculated
    $269,057
    From this org
    $236,850
    From related orgs
    $0
    Other
    $32,207
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,677
    Bonus
    $0
    Other
    $8,173
    Deferred
    $14,543
    Nontaxable benefits
    $17,664
    Filer's total
    $269,057
  • Trina Tran

    MEDICATION MGMT CLIN PHARMACIST

    Total calculated
    $236,155
    From this org
    $203,865
    From related orgs
    $0
    Other
    $32,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,129
    Bonus
    $0
    Other
    $736
    Deferred
    $10,347
    Nontaxable benefits
    $21,943
    Filer's total
    $236,155
  • Brian Smolskis

    FORMER - SYSTEM COO

    Total calculated
    $1,106,036
    From this org
    $0
    From related orgs
    $1,089,063
    Other
    $16,973
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,089,063 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,973 related
    Filer's total
    $0 + $1,106,036 related
  • Roberto Madrid

    FORMER VP MEDICAL GROUP OPS

    Total calculated
    $428,995
    From this org
    $0
    From related orgs
    $323,296
    Other
    $105,699
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $110,416 related
    Bonus
    $0
    Other
    $0 + $212,880 related
    Deferred
    $0 + $101,455 related
    Nontaxable benefits
    $0 + $4,244 related
    Filer's total
    $0 + $428,995 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

  • 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)

SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
COMPENSATION FOR THE CEO WAS ESTABLISHED AND PAID BY PIH HEALTH WHITTIER HOSPITAL (PHWH), A RELATED ORGANIZATION. PHWH USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) FORM 990 OF OTHER ORGANIZATIONS; (4) COMPENSATION SURVEY OR STUDY; AND (5) APPROVAL BY THE BOARD.
SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
BRIAN SMOLSKIS RECEIVED A SEVERANCE PAYMENT DURING THE CALENDAR YEAR. THE PAYMENT IS INCLUDED IN PART VII, COLUMN (E) AND SCHEDULE J, PART II, COLUMN (B)(III). THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
PIH HEALTH, INC. AND ITS AFFILIATES PROVIDE A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDVIDUALS PARTICIPATE IN THE PLAN: JAMES WEST PEGGY CHULACK ROSALIO LOPEZ ANDREW ZWERS VID SHIVARAMAN YAJAIRA GARCIA THE FOLLOWING AMOUNTS BECAME VESTED OR WERE PAID-OUT IN 2024 AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III): PEGGY CHULACK $600,326 ROSALIO LOPEZ $338,214 BRIAN SMOLSKIS $197,952 ANDREW ZWERS $121,260 ROBERTO MADRID $209,000

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

  • TO SUPPORT THE DEVELOPMENT, RENOVATION AND OPERATIONS OF THE CESAR CHAVEZ CLINIC AS PART OF VIACARE'S MISSION TO MAINTAIN OR INCREASE THE AVAILABILITY, OR ENHANCE THE QUALITY, OF SERVICES PROVIDED TO THE MEDICALLY UNDERSERVED POPULATIONS SERVED BY VIACARE IN LOS ANGELES AND AT THE CESAR CHAVEZ CLINIC.

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 corporations and trusts

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

  • PIH INSURANCE CO A RECIPROCAL RISK RETENTION GROUP

    TRUST · CAPTIVE INSURANCE · HI

    Directly controlled by PIH HEALTH INC

  • PIH HEALTH CARE SOLUTIONS

    C CORPORATION · HEALTHCARE · CA

    Directly controlled by PIH HEALTH INC

  • DRMC PROPERTIES INC

    C CORPORATION · REAL ESTATE · CA

    Directly controlled by PIH HEALTH INC

  • PIH HEALH RE

    TRUST · CAPTIVE INSURANCE · HI

    Directly controlled by PIH HEALTH INC

  • HEALTHMED SERVICES INC

    C CORPORATION · HEALTHCARE · CA

    Directly controlled by PIH HEALTH INC

  • PIONEER MEDICAL GROUP INC

    C CORPORATION · MEDICAL SERVICES · CA · 100% owned · share of income $58,003,660 · share of assets $3,834,472 · controlled entity

    Directly controlled by PIH HEALTH PHYSICIANS

  • TEXASCONNECT INC

    C CORPORATION · MANAGEMENT SERVICES · TX

    Directly controlled by PIH HEALTH INC

Provenance

Return type
form_990
Tax year
2024
Filed
15 August 2026
IRS schema version
2024v5.1
Source object
202642269349303064

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