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Nonprofiteer
← ANNENBERG CENTER AT EISENHOWER

Form 990 for tax year 2024

Filed by ANNENBERG CENTER AT EISENHOWER.

Totals

Total revenue
$5,266,901
Total expenses
$5,734,129
Contributions and grants received
$3,651,237
Grants paid
$0
Program service revenue
$800,363
Investment income
$815,301
Other revenue
$0
Total assets, end of year
$14,045,082
Total liabilities, end of year
$2,021,655
Net assets or fund balances, end of year
$12,023,427
Program services expenses (Part IX)
$4,865,315
Management and general expenses
$868,814
Fundraising expenses
$0
Program service expenses (Part III)
$4,865,315

Program services were 84.8% 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

    $3,651,237

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

    total $800,363 · related or exempt $800,363 · 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 $502,285 · related or exempt $0 · unrelated business $0 · excluded $502,285

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

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

  • 7a · Gross sales of assets other than inventory

    securities $1,465,976

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

    securities $1,152,960

  • 7c · Gain or loss

    securities $313,016 · other assets $0

  • 7d · Net gain or loss

    total $313,016 · related or exempt $0 · unrelated business $0 · excluded $313,016

  • 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 $1,130,534 · program services $904,427 · management and general $226,107 · fundraising $0

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $1,155,017 · program services $924,014 · management and general $231,003 · fundraising $0

  • 8 · Pension plan contributions

    total $82,596 · program services $66,076 · management and general $16,520 · fundraising $0

  • 9 · Other employee benefits

    total $490,746 · program services $392,597 · management and general $98,149 · fundraising $0

  • 10 · Payroll taxes

    total $127,856 · program services $102,285 · management and general $25,571 · fundraising $0

  • 11a · Fees: management

    total $569,874 · program services $484,393 · management and general $85,481 · fundraising $0

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

    total $79,596 · program services $0 · management and general $79,596 · 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 $16,859 · program services $0 · management and general $16,859 · fundraising $0

  • 11g · Fees: other

    total $1,102,602 · program services $1,091,576 · management and general $11,026 · fundraising $0

  • 12 · Advertising and promotion

    total $431,197 · program services $431,197 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $75,432 · program services $34,706 · management and general $40,726 · fundraising $0

  • 14 · Information technology

    total $59,418 · program services $58,824 · management and general $594 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $65,513 · program services $49,790 · management and general $15,723 · fundraising $0

  • 17 · Travel

    total $137,073 · program services $126,107 · management and general $10,966 · 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 $22,111 · program services $19,900 · management and general $2,211 · 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 $5,272 · program services $4,218 · management and general $1,054 · fundraising $0

  • 23 · Insurance

    total $20,400 · program services $15,300 · management and general $5,100 · fundraising $0

  • 24a · Other expenses: Intercompany Services

    total $161,521 · program services $159,905 · management and general $1,616 · fundraising $0

  • 24b · Other expenses: Employee Recognition

    total $512 · program services $0 · management and general $512 · fundraising $0

  • 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 $400 · end of year $400

  • 2 · Savings and temporary cash investments

    beginning of year $6,173,074 · end of year $6,576,317

  • 4 · Accounts receivable

    beginning of year $176,891 · end of year $127,919

  • 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 $28,016 · end of year $20,161

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

    $274,265

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

    $261,543

  • 10c · Land, buildings and equipment, net

    beginning of year $6,451 · end of year $12,722

  • 11 · Investments: publicly traded securities

    beginning of year $6,859,876 · end of year $7,282,989

  • 12 · Investments: other securities

    beginning of year $29,097 · end of year $24,574

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,056,301 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,253,384 · end of year $861,659

  • 19 · Deferred revenue

    beginning of year $934,356 · end of year $995,584

  • 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 $164,412

  • 27 · Net assets without donor restrictions

    beginning of year $8,469,616 · end of year $8,042,860

  • 28 · Net assets with donor restrictions

    beginning of year $3,672,750 · end of year $3,980,567

Mission and programs · 2024

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $4,865,315 · Revenue $800,363

As filed on the 2024 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

  • Joseph Green PHD

    Board Director

    Total calculated
    $0
    Hours/week
    1

  • JR John Clancy PHD

    Board Director

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Wheat

    Board Director

    Total calculated
    $1,595,982
    From this org
    $0
    From related orgs
    $1,385,013
    Other
    $210,969
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $686,710 related
    Bonus
    $0 + $294,952 related
    Other
    $0 + $403,351 related
    Deferred
    $0 + $172,423 related
    Nontaxable benefits
    $0 + $38,546 related
    Filer's total
    $0 + $1,595,982 related

  • Leonard Fromer MD

    Board Director

    Total calculated
    $0
    Hours/week
    1

  • Mary Hendrix PHD

    Board Director

    Total calculated
    $0
    Hours/week
    1

  • Massoud G Dezfuli DO MBA

    Board Director

    Total calculated
    $0
    Hours/week
    1

  • William Bracciodieta MD MBA

    Board Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Hite

    President / CEO

    Total calculated
    $313,483
    From this org
    $0
    From related orgs
    $278,502
    Other
    $34,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $278,502 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,412 related
    Nontaxable benefits
    $0 + $12,569 related
    Filer's total
    $0 + $313,483 related

  • Nick Humen

    VP, Finance

    Total calculated
    $261,950
    From this org
    $0
    From related orgs
    $217,670
    Other
    $44,280
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $207,542 related
    Bonus
    $0
    Other
    $0 + $10,128 related
    Deferred
    $0 + $16,603 related
    Nontaxable benefits
    $0 + $27,677 related
    Filer's total
    $0 + $261,950 related

  • Rosalie Yorks ESQ

    Secretary

    Total calculated
    $230,353
    From this org
    $0
    From related orgs
    $199,458
    Other
    $30,895
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,319 related
    Bonus
    $0 + $17,139 related
    Other
    $0
    Deferred
    $0 + $15,778 related
    Nontaxable benefits
    $0 + $15,117 related
    Filer's total
    $0 + $230,353 related

  • John Bayliss

    VP, Business Development

    Total calculated
    $267,053
    From this org
    $0
    From related orgs
    $220,424
    Other
    $46,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $220,424 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,100 related
    Nontaxable benefits
    $0 + $28,529 related
    Filer's total
    $0 + $267,053 related

  • Anna Moll

    Director- Program Budget & Eval Analytics

    Total calculated
    $171,873
    From this org
    $0
    From related orgs
    $132,864
    Other
    $39,009
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $132,864 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,005 related
    Nontaxable benefits
    $0 + $28,004 related
    Filer's total
    $0 + $171,873 related

  • Brett Mutschler

    Director, Project Management

    Total calculated
    $181,311
    From this org
    $0
    From related orgs
    $156,166
    Other
    $25,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $156,166 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,576 related
    Nontaxable benefits
    $0 + $12,569 related
    Filer's total
    $0 + $181,311 related

  • Margot Williams

    Grant Development Director

    Total calculated
    $204,922
    From this org
    $0
    From related orgs
    $177,182
    Other
    $27,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $177,182 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,325 related
    Nontaxable benefits
    $0 + $13,415 related
    Filer's total
    $0 + $204,922 related

  • Sarah Steepleton

    Director, Information Technology

    Total calculated
    $197,152
    From this org
    $0
    From related orgs
    $157,531
    Other
    $39,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $157,531 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,081 related
    Nontaxable benefits
    $0 + $26,540 related
    Filer's total
    $0 + $197,152 related

  • James L Reed Jr

    Former Officer

    Total calculated
    $858,999
    From this org
    $0
    From related orgs
    $692,494
    Other
    $166,505
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,624 related
    Bonus
    $0 + $209,870 related
    Other
    $0
    Deferred
    $0 + $127,750 related
    Nontaxable benefits
    $0 + $38,755 related
    Filer's total
    $0 + $858,999 related

  • Jason Ainge ESQ

    Former Officer

    Total calculated
    $295,830
    From this org
    $0
    From related orgs
    $263,327
    Other
    $32,503
    Hours/week
    0 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,378 related
    Bonus
    $0 + $23,949 related
    Other
    $0
    Deferred
    $0 + $19,934 related
    Nontaxable benefits
    $0 + $12,569 related
    Filer's total
    $0 + $295,830 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. THE FOLLOWING INDIVIDUALS RECEIVED A DISTRIBUTION FROM THE EMC NON-QUALIFIED DEFERRED COMPENSATION 457(F) PLAN DURING THE YEAR: - KENNETH WHEAT $407,957
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

  • EISENHOWER CONCIERGE SERVICES LLC

    C Corporation · TO PROVIDE AT HOME CASH PAY NURSING SERVICES · CA

    Directly controlled by EMC

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.1
Source object
202601349349309890

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