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Nonprofiteer
← ANNENBERG CENTER AT EISENHOWER

Form 990 for tax year 2022

Filed by ANNENBERG CENTER AT EISENHOWER.

Totals

Total revenue
$6,451,221
Total expenses
$5,569,402
Contributions and grants received
$4,821,768
Grants paid
$0
Program service revenue
$678,287
Investment income
$951,166
Other revenue
$0
Total assets, end of year
$16,031,625
Total liabilities, end of year
$3,645,132
Net assets or fund balances, end of year
$12,386,493
Program services expenses (Part IX)
$4,775,725
Management and general expenses
$793,677
Fundraising expenses
$0
Program service expenses (Part III)
$4,775,725

Program services were 85.7% 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.

  • 1f · All other contributions, gifts and grants

    $4,821,768

  • 2a · Program service revenue: HEALTH CARE PROF EDUCATION

    total $678,287 · related or exempt $678,287 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $802,173 · related or exempt $0 · unrelated business $0 · excluded $802,173

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $2,175,025

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

    securities $2,026,032

  • 7c · Gain or loss

    securities $148,993 · other assets $0

  • 7d · Net gain or loss

    total $148,993 · related or exempt $0 · unrelated business $0 · excluded $148,993

  • 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 $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $796,756 · program services $637,405 · management and general $159,351 · fundraising $0

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $1,231,933 · program services $985,546 · management and general $246,387 · fundraising $0

  • 8 · Pension plan contributions

    total $124,150 · program services $99,320 · management and general $24,830 · fundraising $0

  • 9 · Other employee benefits

    total $509,131 · program services $407,305 · management and general $101,826 · fundraising $0

  • 10 · Payroll taxes

    total $148,009 · program services $118,407 · management and general $29,602 · fundraising $0

  • 11a · Fees: management

    total $257,796 · program services $219,127 · management and general $38,669 · fundraising $0

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

    total $74,988 · program services $0 · management and general $74,988 · fundraising $0

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $21,068 · program services $0 · management and general $21,068 · fundraising $0

  • 11g · Fees: other

    total $1,275,505 · program services $1,262,750 · management and general $12,755 · fundraising $0

  • 12 · Advertising and promotion

    total $531,374 · program services $531,374 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $76,844 · program services $34,670 · management and general $42,174 · fundraising $0

  • 14 · Information technology

    total $50,431 · program services $49,927 · management and general $504 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $66,663 · program services $50,664 · management and general $15,999 · fundraising $0

  • 17 · Travel

    total $188,304 · program services $173,395 · management and general $14,909 · fundraising $0

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

    total $13,911 · program services $12,520 · management and general $1,391 · fundraising $0

  • 20 · Interest

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

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $15,132 · program services $12,106 · management and general $3,026 · fundraising $0

  • 23 · Insurance

    total $18,000 · program services $13,500 · management and general $4,500 · fundraising $0

  • 24a · Other expenses: INTERCOMPANY SERVICES

    total $169,175 · program services $167,483 · management and general $1,692 · fundraising $0

  • 24e · All other expenses

    total $232 · program services $226 · management and general $6 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $400 · end of year $400

  • 2 · Savings and temporary cash investments

    beginning of year $5,645,654 · end of year $6,006,185

  • 4 · Accounts receivable

    beginning of year $303,260 · end of year $99,975

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,634 · end of year $28,679

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

    $262,722

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

    $241,653

  • 10c · Land, buildings and equipment, net

    beginning of year $36,201 · end of year $21,069

  • 11 · Investments: publicly traded securities

    beginning of year $5,877,071 · end of year $6,362,185

  • 12 · Investments: other securities

    beginning of year $5,698 · end of year $25,471

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $2,426,524 · end of year $3,487,661

  • 17 · Accounts payable and accrued expenses

    beginning of year $865,883 · end of year $1,353,092

  • 19 · Deferred revenue

    beginning of year $1,848,787 · end of year $2,292,040

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $8,314,718 · end of year $8,891,968

  • 28 · Net assets with donor restrictions

    beginning of year $3,283,054 · end of year $3,494,525

Mission and programs · 2022

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $4,775,725 · Revenue $678,287

As filed on the 2022 return.

Listed in Part VII

  • Merle R Bolton MD

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Alan Altman MD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barbara Barnes MD Ms

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Near

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Katz CPA

    BOARD DIRECTOR (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1

  • John Clancy PhD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Green PhD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Wheat

    BOARD DIRECTOR

    Total calculated
    $943,938
    From this org
    $0
    From related orgs
    $768,902
    Other
    $175,036
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $590,183 related
    Bonus
    $0 + $165,591 related
    Other
    $0 + $13,128 related
    Deferred
    $0 + $145,238 related
    Nontaxable benefits
    $0 + $29,798 related
    Filer's total
    $0 + $943,938 related

  • Leonard Fromer MD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Hendrix PhD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mohammad Mojarad MD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monroe Rifkin

    BOARD DIRECTOR (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1

  • William Bracciodieta MD

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Ainge

    SECRETARY

    Total calculated
    $242,789
    From this org
    $0
    From related orgs
    $215,139
    Other
    $27,650
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $195,140 related
    Bonus
    $0 + $19,999 related
    Other
    $0
    Deferred
    $0 + $16,927 related
    Nontaxable benefits
    $0 + $10,723 related
    Filer's total
    $0 + $242,789 related

  • Michael Hite

    PRESIDENT/CEO

    Total calculated
    $318,605
    From this org
    $0
    From related orgs
    $284,722
    Other
    $33,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $265,249 related
    Bonus
    $0 + $19,473 related
    Other
    $0
    Deferred
    $0 + $23,160 related
    Nontaxable benefits
    $0 + $10,723 related
    Filer's total
    $0 + $318,605 related

  • Nick Humen

    VP, FINANCE

    Total calculated
    $251,127
    From this org
    $0
    From related orgs
    $213,850
    Other
    $37,277
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $197,547 related
    Bonus
    $0 + $8,000 related
    Other
    $0 + $8,303 related
    Deferred
    $0 + $16,836 related
    Nontaxable benefits
    $0 + $20,441 related
    Filer's total
    $0 + $251,127 related

  • John Bayliss

    VP, BUSINESS DEVELOPMENT

    Total calculated
    $268,243
    From this org
    $0
    From related orgs
    $225,164
    Other
    $43,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $209,807 related
    Bonus
    $0 + $15,357 related
    Other
    $0
    Deferred
    $0 + $18,505 related
    Nontaxable benefits
    $0 + $24,574 related
    Filer's total
    $0 + $268,243 related

  • Anna Moll

    Director- Program Budget & Eval Analytics

    Total calculated
    $172,034
    From this org
    $0
    From related orgs
    $137,082
    Other
    $34,952
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $126,582 related
    Bonus
    $0 + $10,500 related
    Other
    $0
    Deferred
    $0 + $11,163 related
    Nontaxable benefits
    $0 + $23,789 related
    Filer's total
    $0 + $172,034 related

  • Brett Mutschler

    DIRECTOR, PROJECT MANAGEMENT

    Total calculated
    $180,201
    From this org
    $0
    From related orgs
    $156,628
    Other
    $23,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $148,628 related
    Bonus
    $0 + $8,000 related
    Other
    $0
    Deferred
    $0 + $12,850 related
    Nontaxable benefits
    $0 + $10,723 related
    Filer's total
    $0 + $180,201 related

  • Kristen Dascoli

    GRANT DEVELOPMENT DIRECTOR

    Total calculated
    $169,015
    From this org
    $0
    From related orgs
    $156,093
    Other
    $12,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $153,093 related
    Bonus
    $0 + $3,000 related
    Other
    $0
    Deferred
    $0 + $12,887 related
    Nontaxable benefits
    $0 + $35 related
    Filer's total
    $0 + $169,015 related

  • Margot Williams

    GRANT DEVELOPMENT DIRECTOR

    Total calculated
    $197,486
    From this org
    $0
    From related orgs
    $172,537
    Other
    $24,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $169,537 related
    Bonus
    $0 + $3,000 related
    Other
    $0
    Deferred
    $0 + $14,331 related
    Nontaxable benefits
    $0 + $10,619 related
    Filer's total
    $0 + $197,486 related

  • Sarah Steepleton

    DIRECTOR, INFORMATION TECHNOLOGY

    Total calculated
    $187,930
    From this org
    $0
    From related orgs
    $153,265
    Other
    $34,665
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $145,265 related
    Bonus
    $0 + $8,000 related
    Other
    $0
    Deferred
    $0 + $12,870 related
    Nontaxable benefits
    $0 + $21,795 related
    Filer's total
    $0 + $187,930 related

  • James Reed

    FORMER OFFICER

    Total calculated
    $586,526
    From this org
    $0
    From related orgs
    $527,033
    Other
    $59,493
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,038 related
    Bonus
    $0 + $119,995 related
    Other
    $0
    Deferred
    $0 + $28,887 related
    Nontaxable benefits
    $0 + $30,606 related
    Filer's total
    $0 + $586,526 related

  • Samantha Heckman Esq

    FORMER OFFICER

    Total calculated
    $280,178
    From this org
    $0
    From related orgs
    $233,036
    Other
    $47,142
    Hours/week
    0 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,537 related
    Bonus
    $0 + $22,499 related
    Other
    $0
    Deferred
    $0 + $18,619 related
    Nontaxable benefits
    $0 + $28,523 related
    Filer's total
    $0 + $280,178 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

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION OF THE ORGANIZATION'S TOP EXECUTIVE IS DETERMINED BY WRITTEN EMPLOYMENT CONTRACT AND ACHS FINANCE/COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ACHS HAS 457(B) AND 457(F) PLANS THROUGH EMC OFFERED TO PROVIDE AN OPPORTUNITY TO DEFER CURRENT SALARY AND/OR BONUS AS PART OF THE EXECUTIVE FLEXIBLE BENEFIT PLANS. EXECUTIVES MUST MAKE ELECTIONS PRIOR TO JULY 1ST, EACH YEAR. ELECTION MAY NOT REDUCE THE PARTICIPANT'S ANNUAL INCOME BELOW THE SOCIAL SECURITY WAGE BASE. DEFERRALS WILL BE CREATED MID-PLAN YEAR. PARTICIPANT ELECTS THE VESTING DATE FOR EACH YEAR'S DEFERRALS. THERE WERE NO DISTRIBUTIONS MADE TO INDIVIDUALS, LISTED IN FORM 990, PART VIII, SECTION A, FROM THE NON-QUALIFIED DEFERRED COMPENSATION 457(F) PLAN DURING THE YEAR.
Schedule J, Part I, Line 7 Non-fixed payments
BONUSES ARE DETERMINED AT THE OFFICIAL CLOSE OF THE FISCAL YEAR. ALL BONUS DISTRIBUTIONS REQUIRE REVIEW AND APPROVAL BY THE ACHS COMPENSATION COMMITTEE.

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.

  • EISENHOWER IMAGING CENTER

    N/A · MEDICAL IMAGING · CA

    Directly controlled by NA

  • RANCHO MIRAGE SURGICAL CENTER

    N/A · SURGERY CENTER · CA

    Directly controlled by NA

  • VIBRA REHABILITATION HOSPITAL

    N/A · REHABILITATION · CA

    Directly controlled by NA

Related corporations and trusts

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

  • CHARITABLE REMAINDER TRUSTS (29)

    Trust · HOSPITAL SUPPORT · CA

    Directly controlled by NA

  • MIRAGE ASSOCIATION INC

    C Corporation · COMMON AREA MAINT · CA

    Directly controlled by EMC

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349306871

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