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Nonprofiteer
← PACKARD CHILDRENS HEALTH ALLIANCE

Form 990 for tax year 2023

Filed by PACKARD CHILDRENS HEALTH ALLIANCE.

Totals

Total revenue
$149,445,663
Total expenses
$160,133,089
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$146,147,562
Management and general expenses
$13,985,527
Fundraising expenses
$0
Program service expenses (Part III)
$146,147,562

Program services were 91.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Dana Haering

    EVP & CFO

    Total calculated
    $1,191,460
    From this org
    $0
    From related orgs
    $1,104,861
    Other
    $86,599
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $779,179 related
    Bonus
    $0 + $165,543 related
    Other
    $0 + $160,139 related
    Deferred
    $0 + $65,400 related
    Nontaxable benefits
    $0 + $21,199 related
    Filer's total
    $0 + $1,191,460 related

  • Dennis P Lund MD

    Director (until 6/24)

    Total calculated
    $1,056,851
    From this org
    $0
    From related orgs
    $980,815
    Other
    $76,036
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $464,308 related
    Bonus
    $0 + $440,922 related
    Other
    $0 + $75,585 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $43,036 related
    Filer's total
    $0 + $1,056,851 related

  • Patrick Idemoto

    Former Interim CEO

    Total calculated
    $835,166
    From this org
    $0
    From related orgs
    $676,825
    Other
    $158,341
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,021 related
    Bonus
    $0 + $108,637 related
    Other
    $0 + $73,167 related
    Deferred
    $0 + $105,487 related
    Nontaxable benefits
    $0 + $52,854 related
    Filer's total
    $0 + $835,166 related

  • Allen Metzenberg

    Dir., Secretary (as of 1/1/24)

    Total calculated
    $744,785
    From this org
    $0
    From related orgs
    $673,647
    Other
    $71,138
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $559,802 related
    Bonus
    $0 + $113,300 related
    Other
    $0 + $545 related
    Deferred
    $0 + $19,512 related
    Nontaxable benefits
    $0 + $51,626 related
    Filer's total
    $0 + $744,785 related

  • Tim Cornell MD

    Director

    Total calculated
    $680,414
    From this org
    $0
    From related orgs
    $594,510
    Other
    $85,904
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $347,993 related
    Bonus
    $0 + $171,844 related
    Other
    $0 + $74,673 related
    Deferred
    $0 + $30,101 related
    Nontaxable benefits
    $0 + $55,803 related
    Filer's total
    $0 + $680,414 related

  • Chantal Volel-Torres

    Director and CEO

    Total calculated
    $669,790
    From this org
    $0
    From related orgs
    $557,065
    Other
    $112,725
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,339 related
    Bonus
    $0 + $77,209 related
    Other
    $0 + $38,517 related
    Deferred
    $0 + $77,789 related
    Nontaxable benefits
    $0 + $34,936 related
    Filer's total
    $0 + $669,790 related

  • Andrew Smith MD

    CMO

    Total calculated
    $632,733
    From this org
    $0
    From related orgs
    $534,123
    Other
    $98,610
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $453,434 related
    Bonus
    $0 + $65,040 related
    Other
    $0 + $15,649 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $71,160 related
    Filer's total
    $0 + $632,733 related

  • Rick Vance

    COO

    Total calculated
    $552,873
    From this org
    $499,972
    From related orgs
    $0
    Other
    $52,901
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $415,952
    Bonus
    $68,420
    Other
    $15,600
    Deferred
    $27,450
    Nontaxable benefits
    $25,451
    Filer's total
    $552,873

  • Tzielan Lee MD

    Secr(to 12/23), VC(as of 1/24)

    Total calculated
    $494,036
    From this org
    $0
    From related orgs
    $370,276
    Other
    $123,760
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,447 related
    Bonus
    $0 + $122,549 related
    Other
    $0 + $280 related
    Deferred
    $0 + $25,583 related
    Nontaxable benefits
    $0 + $98,177 related
    Filer's total
    $0 + $494,036 related

  • Tika Martin

    Director, Human Resources

    Total calculated
    $383,283
    From this org
    $304,436
    From related orgs
    $0
    Other
    $78,847
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $270,323
    Bonus
    $34,063
    Other
    $50
    Deferred
    $26,762
    Nontaxable benefits
    $52,085
    Filer's total
    $383,283

  • Tammy Ojeda-Leao

    Director General Pediatrics

    Total calculated
    $382,218
    From this org
    $275,467
    From related orgs
    $0
    Other
    $106,751
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $242,895
    Bonus
    $29,614
    Other
    $2,958
    Deferred
    $22,055
    Nontaxable benefits
    $84,696
    Filer's total
    $382,218

  • Emily Kruger

    DIR., PHYSICIAN NETWORK FIN.

    Total calculated
    $352,304
    From this org
    $104,381
    From related orgs
    $192,565
    Other
    $55,358
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $104,381 + $167,654 related
    Bonus
    $0 + $24,834 related
    Other
    $0 + $77 related
    Deferred
    $9,912 + $13,319 related
    Nontaxable benefits
    $13,716 + $18,411 related
    Filer's total
    $128,009 + $224,295 related

  • Michael Lipman

    Director, Provider Recruit.

    Total calculated
    $318,701
    From this org
    $291,010
    From related orgs
    $0
    Other
    $27,691
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $272,177
    Bonus
    $18,833
    Other
    $0
    Deferred
    $26,281
    Nontaxable benefits
    $1,410
    Filer's total
    $318,701

  • Samar S Shakoor

    DIR - PHYSICIAN RELATIONS

    Total calculated
    $303,106
    From this org
    $0
    From related orgs
    $248,306
    Other
    $54,800
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $219,351 related
    Bonus
    $0 + $28,955 related
    Other
    $0
    Deferred
    $0 + $23,772 related
    Nontaxable benefits
    $0 + $31,028 related
    Filer's total
    $0 + $303,106 related

  • Ivana Chang

    Director, Compliance

    Total calculated
    $292,747
    From this org
    $227,802
    From related orgs
    $0
    Other
    $64,945
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $209,214
    Bonus
    $18,538
    Other
    $50
    Deferred
    $19,730
    Nontaxable benefits
    $45,215
    Filer's total
    $292,747

  • Dorothy Naidu

    Director, Clinical Quality

    Total calculated
    $276,195
    From this org
    $230,455
    From related orgs
    $0
    Other
    $45,740
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $213,207
    Bonus
    $17,198
    Other
    $50
    Deferred
    $21,002
    Nontaxable benefits
    $24,738
    Filer's total
    $276,195

  • Danielle Kumar

    Practice Manager

    Total calculated
    $251,845
    From this org
    $153,555
    From related orgs
    $0
    Other
    $98,290
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,993
    Bonus
    $5,467
    Other
    $95
    Deferred
    $13,594
    Nontaxable benefits
    $84,696
    Filer's total
    $251,845

  • Susan Ault

    PRACTICE MANAGER III

    Total calculated
    $235,679
    From this org
    $195,522
    From related orgs
    $0
    Other
    $40,157
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $187,420
    Bonus
    $7,877
    Other
    $225
    Deferred
    $15,071
    Nontaxable benefits
    $25,086
    Filer's total
    $235,679

  • Bill Thompson

    Director (as of 3/20)

    Total calculated
    $0
    Hours/week
    1

  • John Walker

    Dir., Chair (AS OF 1/1/24)

    Total calculated
    $0
    Hours/week
    1

  • Lisa Erburu MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • MALINDA MITCHELL

    Dir., Chair (until 12/31/23)

    Total calculated
    $0
    Hours/week
    1

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

  • 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
PROCEDURES FOR DETERMINING COMPENSATION PCHA RELIED ON LPCH, A RELATED ORGANIZATION, TO DETERMINE THE COMENSATION OF ITS CEO. LPCH'S PROCESS FOR DETERMINING CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF LPCH. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED ANNUALLY PRIOR TO ANNUAL INCREASE PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS, AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES.
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CERTAIN OFFICERS OF PCHA ARE PROVIDED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") TO SUPPLEMENT THEIR RETIREMENT BENEFITS BY LPCH, A RELATED ORGANIZATION. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) THE DATE OF DEATH, PRIOR TO PAYMENT OR FORFEITURE, WITH BENEFITS PAYABLE TO THE BENEFICIARY. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2023: DANA HAERING $ 95,406 PATRICK IDEMOTO $ 48,636 Chantal Volel-Torres $ 5,021 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED ON SCHEDULE J, PART II, COLUMN (C). ALLEN METZENBERG PARTICIPATED IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. THESE AMOUNTS APPEAR IN SCHEDULE J, PART II, COLUMN (C). PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET.
SCHEDULE J, PART I, LINE 7
CERTAIN OFFICERS AND OTHERS AS ENUMERATED IN SCHEDULE J, PART II PARTICIPATE IN THE SERP, WHICH WAS DESCRIBED ABOVE UNDER SCHEDULE J, PART I, LINE 4B. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. PCHA HAS AN ANNUAL PERFORMANCE INCENTIVE PLAN. PERFORMANCE TARGETS AND PAYOUT METRICS ARE ESTABLISHED AND APPROVED BY THE COMPENSATION COMMITTEE AT THE BEGINNING OF EACH PERFORMANCE CYCLE. CERTAIN INDIVIDUALS ALSO RECEIVED BONUSES RECOMMENDED BY THE CEO and HR Director AND WERE APPROVED BY THE 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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 July 2025
IRS schema version
2023v6.0
Source object
202531969349302078

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