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Nonprofiteer
← PACIFIC VISION FOUNDATION

Form 990 for tax year 2022

Filed by PACIFIC VISION FOUNDATION.

Totals

Total revenue
-$1,263,095
Total expenses
$2,807,571
Contributions and grants received
$703,305
Grants paid
$96,836
Program service revenue
$0
Investment income
$134,746
Other revenue
-$2,101,146
Total assets, end of year
$45,332,852
Total liabilities, end of year
$23,599,567
Net assets or fund balances, end of year
$21,733,285
Program services expenses (Part IX)
$618,067
Management and general expenses
$1,868,666
Fundraising expenses
$320,838
Program service expenses (Part III)
$618,067

Program services were 22.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • FRANCINE MILTENBERGER

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • DAVID D O'NEILL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • SUZANNE DAGGERT

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • MARTIN ROHER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • BRUCE SPIVEY

    CHAIR EMERITUS

    Total calculated
    $0
    Hours/week
    2
  • USHA ARUNACHALAMA PHD MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • DAVID C CUNEO CPA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • KEVIN DENNY MD

    DIRECTOR

    Total calculated
    $32,400
    From this org
    $32,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • WAYNE E FUNG MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • BERND KUTZSCHER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • ROBERT A NELSON MD MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • JOHN POSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • KRISTA RAMONAS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • SETH M SCHALET MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • LEE K SCHWARTZ MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • RONA SILKISS MD FACS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • ERIC W SPIVEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • ROBERT TOMASELLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • ROBERT G WEBSTER JR MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • LENARD WEISS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • VERNON G WONG MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • STEVEN R YOUNG BCO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • VIVEKA RYDELL-ANDERSON JD MSC

    CEO START 5/2022

    Total calculated
    $192,855
    From this org
    $178,500
    From related orgs
    $0
    Other
    $14,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,500
    Bonus
    $0
    Other
    $0
    Deferred
    $5,355
    Nontaxable benefits
    $9,000
    Filer's total
    $192,855
  • JAMES CHANG

    CFO START 1/2022

    Total calculated
    $188,616
    From this org
    $184,206
    From related orgs
    $0
    Other
    $4,410
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,206
    Bonus
    $0
    Other
    $0
    Deferred
    $4,410
    Nontaxable benefits
    $0
    Filer's total
    $188,616
  • ROSEMARY JORDAN

    CEO THROUGH 5/2022

    Total calculated
    $124,539
    From this org
    $111,498
    From related orgs
    $0
    Other
    $13,041
    Hours/week
    40
  • DIANE FERNALD

    INTERIM CFO THROUGH 1/2022

    Total calculated
    $0
    Hours/week
    40
  • VERONICA JEONG

    NURSING DIRECTOR

    Total calculated
    $148,450
    From this org
    $144,107
    From related orgs
    $0
    Other
    $4,343
    Hours/week
    40
  • KATE STEFAN

    SR. DIRECTOR OF FINANCE TRANSFORMATION

    Total calculated
    $135,615
    From this org
    $124,019
    From related orgs
    $0
    Other
    $11,596
    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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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.

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.

  • SFOC LLC

    REAL ESTATE RENTAL · CA · income $3,336,643 · assets $32,786,733

    Directly controlled by PACIFIC VISION FOUNDATION

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PACIFIC VISION SURGERY CENTER LLC

    UNRELATED · VISION SURGERY CENTER · CA · 89% owned · share of income -$1,646,581 · share of assets $1,849,619

    Directly controlled by PACIFIC VISION FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349311130

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