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Nonprofiteer
← HEALTH FIRST FOUNDATION INC

Form 990 for tax year 2022

Filed by HEALTH FIRST FOUNDATION INC.

Totals

Total revenue
$2,332,551
Total expenses
$2,801,978
Contributions and grants received
$2,388,521
Grants paid
$884,498
Program service revenue
$0
Investment income
$38,004
Other revenue
-$93,974
Total assets, end of year
$12,604,746
Total liabilities, end of year
$514,584
Net assets or fund balances, end of year
$12,090,162
Program services expenses (Part IX)
$884,498
Management and general expenses
$530,817
Fundraising expenses
$1,386,663
Program service expenses (Part III)
$884,498

Program services were 31.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN P JOHNSON

    PRESIDENT/CEO HFI (END 2/2023)

    Total calculated
    $2,208,499
    From this org
    $0
    From related orgs
    $2,183,427
    Other
    $25,072
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,162,221 related
    Bonus
    $0
    Other
    $0 + $21,206 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $16,872 related
    Filer's total
    $0 + $2,208,499 related

  • KENNETH TIEU MD

    TRUSTEE

    Total calculated
    $1,329,172
    From this org
    $0
    From related orgs
    $1,309,803
    Other
    $19,369
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,308,093 related
    Bonus
    $0
    Other
    $0 + $1,710 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,369 related
    Filer's total
    $0 + $1,329,172 related

  • NICHOLAS W ROMANELLO ESQ

    ASSISTANT SECRETARY

    Total calculated
    $765,983
    From this org
    $0
    From related orgs
    $736,683
    Other
    $29,300
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $588,875 related
    Bonus
    $0
    Other
    $0 + $147,808 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $21,100 related
    Filer's total
    $0 + $765,983 related

  • MICHAEL E SEELEY

    SYS VP HFF PRESIDENT

    Total calculated
    $361,307
    From this org
    $0
    From related orgs
    $340,207
    Other
    $21,100
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $337,585 related
    Bonus
    $0
    Other
    $0 + $2,622 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,100 related
    Filer's total
    $0 + $361,307 related

  • TAYLOR K SMITH

    INTERIM CEO/TRUSTEE (BEG 2/2023)

    Total calculated
    $61,634
    From this org
    $0
    From related orgs
    $61,634
    Other
    $0
    Hours/week
    1 + 39 related

  • SANDRA HENRY

    TRUSTEE

    Total calculated
    $2,642
    From this org
    $0
    From related orgs
    $2,642
    Other
    $0
    Hours/week
    1

  • BARRY FORBES

    TRUSTEE / VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA GOINS

    IMMEDIATE PAST VC/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE LANCE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA D PRUITT

    SECRETARY (END 7/2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GOBIVENKATA BALAJI MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • REBECCA BURGMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BECKY DUKES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBYN HATTAWAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIRK KESSEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN LACEY

    TRUSTEE/IMMED PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PAULA G MOLNAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT PERERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARRY F RICHARDSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NANCY TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARBARA WALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AUTUMN SHRUM

    TRUSTEE (BEG 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • MONICA SHAH

    TRUSTEE (BEG 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • DAVID PELZMAN

    TRUSTEE (BEG 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • ELAINA GARVIN

    TRUSTEE (BEG 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • KAY CANTRELL

    TRUSTEE (BEG 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • JESSICA ANDRE

    IMMEDIATE PAST CHAIR (END 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • ROCHELLE COOPER

    TRUSTEE (END 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • RITA MORENO

    TRUSTEE (END 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM TRONER

    TRUSTEE (END 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL A SCIALDONE

    EVP/CFO HFI (END 1/2023)

    Total calculated
    $917,976
    From this org
    $0
    From related orgs
    $896,876
    Other
    $21,100
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,726 related
    Bonus
    $0
    Other
    $0 + $173,150 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,100 related
    Filer's total
    $0 + $917,976 related

  • BRETT A ESROCK

    EXEC VP CFO/COO (BEG 1/2023)

    Total calculated
    $761,751
    From this org
    $0
    From related orgs
    $735,252
    Other
    $26,499
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $725,700 related
    Bonus
    $0
    Other
    $0 + $9,552 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $18,299 related
    Filer's total
    $0 + $761,751 related

  • MARY C KERN

    SYS DIR OPS AND SUSTAINED

    Total calculated
    $201,427
    From this org
    $0
    From related orgs
    $182,193
    Other
    $19,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $177,774 related
    Bonus
    $0
    Other
    $0 + $4,419 related
    Deferred
    $0 + $2,895 related
    Nontaxable benefits
    $0 + $16,339 related
    Filer's total
    $0 + $201,427 related

  • JEANENE E DONILON

    FOUNDATION DIRECTOR (END 4/2023)

    Total calculated
    $182,223
    From this org
    $0
    From related orgs
    $160,780
    Other
    $21,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $151,960 related
    Bonus
    $0
    Other
    $0 + $8,820 related
    Deferred
    $0 + $4,659 related
    Nontaxable benefits
    $0 + $16,784 related
    Filer's total
    $0 + $182,223 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION IS PAID BY HEALTH FIRST SHARED SERVICES, INC. EIN: 59-3336894 AND REIMBURSED BY HEALTH FIRST FOUNDATION, INC. SALARY AND BENEFIT EXPENSES DISCLOSED IN PART IX IS ALLOCATED TO THIS ENTITY. THE FILING ORGANIZATION RELIED ON HEALTH FIRST SHARED SERVICES, INC. FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED.
PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATE IN CAP-EX (A SPLIT DOLLAR LIFE INSURANCE AGREEMENT IN PLACE OF A TRADITIONAL SERP) AND HAVE ESTABLISHED A PREMIUM DEPOSIT ACCOUNT. THE ACCOUNT IS CONNECTED TO THE INSURANCE POLICY AND WILL BE USED TO PAY FUTRE PREMIUMS ON THE POLICY. THE INDIVIDUALS ARE TAXED ON ANY EARNINGS GENERATED BY THIS ACCOUNT. DURING THE TAX YEAR, THE FOLLOWING INDIVIDUALS RECEIVED TAX WITHDRAWAL AMOUNTS TO COVER THEIR TAX LIABILITY. SEE HEALTH FIRST SHARED SERVICES, INC. (EIN: 59-3336894) FORM 990, AND RELATED SCHEDULES FOR FURTHER DETAILS ON THE PROGRAM. STEVEN P. JOHNSON $2,136 BRETT A. ESROCK $1,566 MICHAEL A. SCIALDONE $0

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.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202402279349303075

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