Skip to content
Nonprofiteer
← PASADENA HOSPITAL ASSOCIATION LTD

Form 990 for tax year 2022

Filed by PASADENA HOSPITAL ASSOCIATION LTD.

Totals

Total revenue
$764,471,000
Total expenses
$802,495,430
Contributions and grants received
$61,263,112
Grants paid
$332,796
Program services expenses (Part IX)
$719,356,877
Management and general expenses
$79,477,251
Fundraising expenses
$3,661,302
Program service expenses (Part III)
$719,356,877

Program services were 89.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HARRY BOWLES MD

    BOARD MEMBER/SVP INTERIM CMO (THRU 12/22)

    Total calculated
    $668,883
    From this org
    $668,883
    From related orgs
    $0
    Other
    $0
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $654,993
    Bonus
    $0
    Other
    $13,890
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $668,883

  • JAYNIE STUDENMUND

    OUTGOING CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LORI J MORGAN MD MBA

    PRESIDENT & CEO

    Total calculated
    $3,089,630
    From this org
    $2,730,317
    From related orgs
    $0
    Other
    $359,313
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,210,093
    Bonus
    $1,361,145
    Other
    $159,079
    Deferred
    $346,864
    Nontaxable benefits
    $12,449
    Filer's total
    $3,089,630

  • MICHELLE QUINONES CHINO

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAUL JOHNSON

    INCOMING CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WAYNE BRANDT

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AKILA GIBBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALLEN W MATHIES MD

    PRESIDENT EMERITUS

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ARMANDO L GONZALEZ FAIA

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRANDON LEW DO

    BM/MED DIR./PRES MED STAFF

    Total calculated
    $182,575
    From this org
    $182,575
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $182,575
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $182,575

  • CHRIS MITCHELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER G HADLEY MD

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • DAVID KIRCHHEIMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID M WRIGLEY

    BOARD MEMBER

    Total calculated
    $2,190,213
    From this org
    $0
    From related orgs
    $1,947,870
    Other
    $242,343
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $842,159 related
    Bonus
    $0 + $398,603 related
    Other
    $0 + $707,108 related
    Deferred
    $0 + $214,265 related
    Nontaxable benefits
    $0 + $28,078 related
    Filer's total
    $0 + $2,190,213 related

  • DEBORAH WILLIAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH GRAHAM OLSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELLEN LEE

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • ERIN BAKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • L SCOTT JENKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MEI-LEE NEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETER ROSENBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RENEE YING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT YU

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • RONALD L HAVNER JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROSEMARY SIMMONS

    BOARD MEMBER/DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • SHARON ARTHOFER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SIMON LI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS M PRISELAC

    BOARD MEMBER

    Total calculated
    $6,625,477
    From this org
    $0
    From related orgs
    $5,857,203
    Other
    $768,274
    Hours/week
    1 + 65 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,281,516 related
    Bonus
    $0 + $2,201,607 related
    Other
    $0 + $1,374,080 related
    Deferred
    $0 + $740,266 related
    Nontaxable benefits
    $0 + $28,008 related
    Filer's total
    $0 + $6,625,477 related

  • WILLIAM J BOGAARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVEN L MOHR

    SVP/CFO

    Total calculated
    $1,138,607
    From this org
    $1,035,732
    From related orgs
    $0
    Other
    $102,875
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $640,174
    Bonus
    $220,708
    Other
    $174,850
    Deferred
    $84,343
    Nontaxable benefits
    $18,532
    Filer's total
    $1,138,607

  • BRADLEY MCCOY

    VP, CONSTRUCTION (THRU 2/23)

    Total calculated
    $599,741
    From this org
    $521,751
    From related orgs
    $0
    Other
    $77,990
    Hours/week
    45 + 10 related

    Schedule J breakdown matched by us

    Base
    $334,744
    Bonus
    $163,126
    Other
    $23,881
    Deferred
    $71,796
    Nontaxable benefits
    $6,194
    Filer's total
    $599,741

  • CAROLINE BALFOUR

    VP, REVENUE CYCLE

    Total calculated
    $475,671
    From this org
    $399,192
    From related orgs
    $0
    Other
    $76,479
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $304,235
    Bonus
    $81,755
    Other
    $13,202
    Deferred
    $70,513
    Nontaxable benefits
    $5,966
    Filer's total
    $475,671

  • CHARLES J CASEY-SUDVARY

    EXECUTIVE DIR, CLINICAL SYSTEM (THRU 7/22)

    Total calculated
    $322,610
    From this org
    $301,437
    From related orgs
    $0
    Other
    $21,173
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $171,206
    Bonus
    $65,515
    Other
    $64,716
    Deferred
    $10,984
    Nontaxable benefits
    $10,189
    Filer's total
    $322,610

  • DEBRA A ORTEGA

    CHRO & SVP ADMINISTRATIVE SVCS

    Total calculated
    $917,922
    From this org
    $817,589
    From related orgs
    $0
    Other
    $100,333
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $405,152
    Bonus
    $375,783
    Other
    $36,654
    Deferred
    $87,494
    Nontaxable benefits
    $12,839
    Filer's total
    $917,922

  • GAIL CINEXI

    VP, CLINICAL SUPPORT SVCS

    Total calculated
    $663,886
    From this org
    $597,563
    From related orgs
    $0
    Other
    $66,323
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $355,438
    Bonus
    $214,825
    Other
    $27,300
    Deferred
    $59,739
    Nontaxable benefits
    $6,584
    Filer's total
    $663,886

  • GLORIA SANCHEZ-RICO

    SVP/CNO

    Total calculated
    $648,890
    From this org
    $536,712
    From related orgs
    $0
    Other
    $112,178
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $370,458
    Bonus
    $137,445
    Other
    $28,809
    Deferred
    $99,728
    Nontaxable benefits
    $12,449
    Filer's total
    $648,890

  • JANE HADERLEIN

    SVP PHILANTHROPY PR

    Total calculated
    $899,669
    From this org
    $738,585
    From related orgs
    $0
    Other
    $161,084
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $479,629
    Bonus
    $220,253
    Other
    $38,703
    Deferred
    $143,355
    Nontaxable benefits
    $17,729
    Filer's total
    $899,669

  • NIRAV KAMDAR

    VP QUALITY IMPROVEMENT & CLINICAL OPERATIONS

    Total calculated
    $613,180
    From this org
    $573,101
    From related orgs
    $0
    Other
    $40,079
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $438,658
    Bonus
    $111,959
    Other
    $22,485
    Deferred
    $31,000
    Nontaxable benefits
    $9,079
    Filer's total
    $613,180

  • PAMELA WEATHERSPOON

    VP ENTERPRISE DIVERSITY E&I

    Total calculated
    $435,552
    From this org
    $380,004
    From related orgs
    $0
    Other
    $55,548
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $305,039
    Bonus
    $71,965
    Other
    $3,000
    Deferred
    $48,964
    Nontaxable benefits
    $6,584
    Filer's total
    $435,552

  • RAJINDER S TAKHAR

    SVP STRAT & PROVIDER INFORMATION

    Total calculated
    $1,414,354
    From this org
    $1,349,776
    From related orgs
    $0
    Other
    $64,578
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $604,635
    Bonus
    $563,380
    Other
    $181,762
    Deferred
    $45,811
    Nontaxable benefits
    $18,767
    Filer's total
    $1,414,354

  • RANJIT HUNDAL

    SVP & CCO (THRU 3/22)

    Total calculated
    $1,054,260
    From this org
    $1,018,584
    From related orgs
    $0
    Other
    $35,676
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $116,670
    Bonus
    $269,135
    Other
    $632,779
    Deferred
    $34,664
    Nontaxable benefits
    $1,012
    Filer's total
    $1,054,260

  • TERENCE OU

    VP, ENTERPRISE COMPL/RISK/INT

    Total calculated
    $472,812
    From this org
    $419,989
    From related orgs
    $0
    Other
    $52,823
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $284,979
    Bonus
    $99,743
    Other
    $35,267
    Deferred
    $34,045
    Nontaxable benefits
    $18,778
    Filer's total
    $472,812

  • CANDY CORRAL

    EXECUTIVE DIR, SLD

    Total calculated
    $367,967
    From this org
    $353,963
    From related orgs
    $0
    Other
    $14,004
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $257,331
    Bonus
    $45,361
    Other
    $51,271
    Deferred
    $2,667
    Nontaxable benefits
    $11,337
    Filer's total
    $367,967

  • OLUSEGUN AJISEFINNI

    EXECUTIVE DIR, REV CYCLE

    Total calculated
    $349,572
    From this org
    $334,558
    From related orgs
    $0
    Other
    $15,014
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $252,763
    Bonus
    $45,788
    Other
    $36,007
    Deferred
    $8,901
    Nontaxable benefits
    $6,113
    Filer's total
    $349,572

  • PHUC X MAI

    DIRECTOR PHARMACY

    Total calculated
    $375,488
    From this org
    $348,466
    From related orgs
    $0
    Other
    $27,022
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $266,571
    Bonus
    $61,395
    Other
    $20,500
    Deferred
    $8,244
    Nontaxable benefits
    $18,778
    Filer's total
    $375,487

  • SCOTT A ARMSTRONG

    EXECUTIVE DIRECTOR, FINANCE OPERATIONS

    Total calculated
    $379,436
    From this org
    $348,188
    From related orgs
    $0
    Other
    $31,248
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $272,693
    Bonus
    $56,648
    Other
    $18,847
    Deferred
    $12,480
    Nontaxable benefits
    $18,767
    Filer's total
    $379,436

  • TIMOTHY S ALBERT

    HHP EXEC MED DIR (THRU 2/23)

    Total calculated
    $815,678
    From this org
    $741,426
    From related orgs
    $0
    Other
    $74,252
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $458,923
    Bonus
    $141,228
    Other
    $141,276
    Deferred
    $55,331
    Nontaxable benefits
    $18,922
    Filer's total
    $815,679

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 — 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 · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 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
  • 3 · Approval by the board or compensation committee
  • 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 1a Housing allowance or residence for personal use
BRADLEY MCCOY, KEY EMPLOYEE RECEIVED A HOUSING ALLOWANCE DURING 2022.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
DR. LORI J. MORGAN, MD, MBA, CEO HAS A MEMBERSHIP IN ATHENAEUM AND THE VALLEY HUNT CLUB, WHICH ARE SOCIAL CLUBS IN PASADENA. THE USAGE OF CLUBS IS FOR BUSINESS PURPOSES.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIUAL RECEIVED A SEVERANCE PAYMENT DURING 2022: RANJIT HUNDAL - $508,846 THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
457(F) NON-QUALIFIED RETENTION PLAN: HUNTINGTON HOSPITAL ADOPTED A 457(F) NON-QUALIFIED RETENTION PLAN, EFFECTIVE DECEMBER 15, 2005. THE PURPOSE OF THE PLAN IS TO ENCOURAGE RETENTION OF PEOPLE WHO ARE CRITICAL TO THE LONG-TERM HEALTH AND MISSION OF OUR ORGANIZATION, AND TO ENCOURAGE THEM TO THINK IN TERMS OF SPENDING THEIR FULL CAREERS WITH US. THIS BENEFITS THE ORGANIZATION WITH CONTINUITY AND STABILITY OF KEY MEMBERS OF OUR LEADERSHIP TEAM. THE PLAN COVERS CERTAIN MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM OF HH. AS MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM OF HH, CERTAIN PERSONS LISTED ON PART VII OF THE 990 PARTICIPATE IN THE PLAN. THE BENEFITS ACCRUED FOR EACH INDIVIDUAL UNDER OUR 457(F) RETENTION PLAN WERE PAID IN A LUMP SUM UPON VESTING. PARTICIPANTS VEST AFTER THREE YEARS OF SERVICE. DURING THE VESTING PERIOD, THE RETENTION PLAN BENEFIT IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. THE FOLLOWING INDIVIDUALS RECEIVED A TAXABLE PAYOUT DURING 2022: RANJIT HUNDAL - $58,800 TIMOTHY S. ALBERT - $108,000 STEVEN MOHR - $124,800 RAJINDER S. TAKHAR - $133,441 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN: HH ADOPTED THE EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN, EFFECTIVE JANUARY 1, 2014 FOR THE BENEFIT OF A SELECT GROUP OF EXECUTIVE MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ABILITY OF THE HOSPITAL TO ATTRACT AND RETAIN QUALIFIED MANAGEMENT OR HIGHLY COMPENSATED PERSONNEL. PARTICIPATION IN THE PLAN IS LIMITED TO EMPLOYEES WHO (I) QUALIFY FOR INCLUSION IN A GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES', AND (II) ARE CLASSIFIED AS EXECUTIVES AT THE VICE PRESIDENT, AND SENIOR VICE PRESIDENT LEVEL OR ABOVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN AND RECEIVED A TAXABLE PAYOUT THAT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. THE 2022 PAYOUTS WERE RELATED TO THE INITIAL YEAR PLAN CONTRIBUTIONS FOR PARTICIPANTS THAT WERE VESTED IN THE INITIAL PLAN YEAR OF 2014: JANE HADERLEIN - $16,960 RAJINDER S TAKHAR - $12,440 DEBRA A ORTEGA - $6,180 GLORIA SANCHEZ-RICO - $6,650 TERRENCE OU - $800 GAIL CINEXI - $6,800 ADDITIONAL AMOUNTS RELATING TO THE 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN WERE ACCRUED DURING 2022 TO PROPERLY REFLECT PRIOR YEAR ACTIVITY.
Schedule J, Part II RELATED ORGANIZATION NONQUALIFIED DEFERRED COMPENSATION
THOMAS PRISELAC AND DAVID WRIGLEY ARE BOARD MEMBERS AND OFFICERS OF A RELATED ORGANIZATION AND PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION PLANS. ONE IS A "GRANDFATHERED" TRADITIONAL DEFINED BENEFIT PLAN AND THE OTHER IS A SUPPLEMENTAL RETIREMENT ALLOWANCE PLAN. THE FOLLOWING RECEIVED PAYMENTS DURING THE YEAR ENDED DECEMBER 31, 2022 RELATED TO THE PLANS REFERENCED ABOVE: THOMAS PRISELAC - $1,234,854 DAVID WRIGLEY - $653,109

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349314860

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.