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← PHYSICIANS FOR A HEALTHY CALIFORNIA

Form 990 for tax year 2024

Filed by PHYSICIANS FOR A HEALTHY CALIFORNIA.

Totals

Total revenue
$4,121,677
Total expenses
$5,598,162
Contributions and grants received
$426,140
Grants paid
$1,028,769
Program service revenue
$3,272,455
Investment income
$416,383
Other revenue
$6,699
Total assets, end of year
$80,412,396
Total liabilities, end of year
$72,580,334
Net assets or fund balances, end of year
$7,832,062
Program services expenses (Part IX)
$4,941,562
Management and general expenses
$656,600
Fundraising expenses
$0
Program service expenses (Part III)
$4,941,562

Program services were 88.3% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $15,000

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $411,140

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Graduate Medical Education

    total $1,578,957 · related or exempt $1,578,957 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Loan Repayment Program

    total $1,667,349 · related or exempt $1,667,349 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Health Equity Leadership

    total $14,937 · related or exempt $14,937 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $11,212 · related or exempt $11,212 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $340,905 · related or exempt $0 · unrelated business $0 · excluded $340,905

  • 4 · Income from investment of tax-exempt bond proceeds

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

  • 5 · Royalties

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $3,952,576 · other assets $0

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

    securities $3,877,098 · other assets $0

  • 7c · Gain or loss

    securities $75,478 · other assets $0

  • 7d · Net gain or loss

    total $75,478 · related or exempt $0 · unrelated business $0 · excluded $75,478

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11d · All other revenue

    total $6,699 · related or exempt $6,225 · unrelated business $0 · excluded $474

  • 11e · Other revenue, total

    $6,699

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,000,000 · program services $1,000,000

  • 2 · Grants to domestic individuals

    total $28,769 · program services $28,769

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $11,808 · management and general $11,808

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $31,536 · program services $31,536

  • 11g · Fees: other

    total $72,600 · program services $33,070 · management and general $39,530

  • 12 · Advertising and promotion

    total $2,523 · program services $523 · management and general $2,000

  • 13 · Office expenses

    total $39,844 · program services $17,391 · management and general $22,453

  • 14 · Information technology

    total $65,010 · program services $59,711 · management and general $5,299

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $216,209 · program services $150,129 · management and general $66,080

  • 17 · Travel

    total $36,653 · program services $25,653 · management and general $11,000

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $133,611 · program services $120,084 · management and general $13,527

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $968,410 · program services $1,303,892 · management and general -$335,482

  • 22 · Depreciation, depletion and amortization

    total $78,519 · program services $76,743 · management and general $1,776

  • 23 · Insurance

    total $48,001 · management and general $48,001

  • 24a · Other expenses: Reimbursement of Payroll Costs to CMA

    total $2,680,613 · program services $2,002,192 · management and general $678,421

  • 24b · Other expenses: Staff training and education

    total $123,949 · program services $57,332 · management and general $66,617

  • 24e · All other expenses

    total $60,107 · program services $34,537 · management and general $25,570

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,307,996 · end of year $2,597,154

  • 2 · Savings and temporary cash investments

    beginning of year $1,000,217 · end of year $635,359

  • 3 · Pledges and grants receivable

    beginning of year $0

  • 4 · Accounts receivable

    beginning of year $498,710 · end of year $315,365

  • 5 · Loans and receivables from officers and key people

    beginning of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,727 · end of year $24,461

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

    $541,740

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

    $446,473

  • 10c · Land, buildings and equipment, net

    beginning of year $173,786 · end of year $95,267

  • 11 · Investments: publicly traded securities

    beginning of year $46,223,989 · end of year $76,744,790

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,095,639 · end of year $4,428,831

  • 18 · Grants payable

    beginning of year $65,394,072 · end of year $65,493,321

  • 19 · Deferred revenue

    beginning of year $211,736 · end of year $2,437,516

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $456,740 · end of year $220,666

  • 27 · Net assets without donor restrictions

    beginning of year $7,814,911 · end of year $6,463,328

  • 28 · Net assets with donor restrictions

    beginning of year $1,261,327 · end of year $1,368,734

Mission and programs · 2024

Mission

Physicians for a Healthy California is dedicated to improving community health, growing a diverse physician workforce and promoting health equity. Our programs continue to improve public health, provide clinical practice support and improvement, and address the social determinants of health and access to care.

  • CalMedForce administers annual grants to fund residency positions at graduate medical education (GME) programs throughout California to train physicians and help the state address its growing physician shortage. The University of California is the designated recipient of the funding via tobacco tax revenues, Proposition 56, and has contracted with PHC to administer this GME grant program. In 2024, the seventh cycle of CalMedForce awarded the largest number of residency programs: 142 residencies were awarded $25.1 million to support 184 positions.

    Expenses $1,620,894 · Revenue $1,578,957

  • CalHealthCares administers loan repayment for educational debt to California physicians and dentists who provide care to Medi-Cal patients, which represent one-third of Californians and half of the state's children. The Department of Health Care Services has funded the program through the state tobacco tax revenues, Proposition 56, and contracted with PHC to administer the statewide program. Eligible physicians can apply for up to $300,000 in loan repayment in exchange for a five-year service obligation. Eligible dentists can apply for up to $300,000 in exchange for a five-year service obligation or a practice support grant of up to $300,000 in exchange for a ten-year service obligation. In 2024, the majority of CalHealthCares' first group of awardees completed their five-year service term, receiving over $52.8 million in education loan repayment.

    Expenses $1,719,170 · Revenue $1,667,349

  • The Health Equity Leadership Summit is held annually in the Fall to bring together a community of physicians, residents, medical students, administrators, allies and advocates for hands-on training, in-depth conversations and leadership development opportunities.

    Expenses $227,559 · Grants $5,782 · Revenue $15,162

  • Physicians for a Healthy California has smaller programs that focuses on its mission. AstraZeneca provided a contribution of 200,000 for the purpose of supporting the Lung Cancer Awareness and Screening Program. The California HealthCare Foundation awarded a grant for the purpose of providing support for the "Chief Health Equity Officer Landscape" to identify and catalog Chief Health Equity Officers or equivalent senior staff leading health equity efforts across California's acute care finance and delivery system. The organization contributed $1 million to California Medical Association to educate the public relating to Medi-Cal.

    Expenses $1,373,939 · Grants $1,022,987 · Revenue $17,212

As filed on the 2024 return.

Listed in Part VII

  • Dustin E Corcoran

    Chief Executive Officer of CMA

    Total calculated
    $1,589,703
    From this org
    $0
    From related orgs
    $1,484,137
    Other
    $105,566
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $897,159 related
    Bonus
    $0 + $558,800 related
    Other
    $0 + $28,178 related
    Deferred
    $0 + $43,700 related
    Nontaxable benefits
    $0 + $61,866 related
    Filer's total
    $0 + $1,589,703 related

  • Lance R Lewis

    Chief Financial Officer

    Total calculated
    $735,573
    From this org
    $0
    From related orgs
    $633,954
    Other
    $101,619
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,463 related
    Bonus
    $0 + $160,000 related
    Other
    $0 + $24,491 related
    Deferred
    $0 + $43,700 related
    Nontaxable benefits
    $0 + $57,919 related
    Filer's total
    $0 + $735,573 related

  • Guadalupe Alonzo-Diaz

    President and CEO of PHC

    Total calculated
    $402,216
    From this org
    $0
    From related orgs
    $347,835
    Other
    $54,381
    Hours/week
    35 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,044 related
    Bonus
    $0 + $55,723 related
    Other
    $0 + $20,068 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $33,681 related
    Filer's total
    $0 + $402,216 related

  • Emily Johnson

    Chief Strategy Officer

    Total calculated
    $192,831
    From this org
    $0
    From related orgs
    $181,739
    Other
    $11,092
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $170,070 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $6,669 related
    Deferred
    $0 + $10,497 related
    Nontaxable benefits
    $0 + $595 related
    Filer's total
    $0 + $192,831 related

  • Brian Aguilar

    Chief Operating Officer

    Total calculated
    $176,918
    From this org
    $0
    From related orgs
    $170,966
    Other
    $5,952
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $164,800 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $1,166 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,952 related
    Filer's total
    $0 + $176,918 related

  • Tanya W Spirtos MD

    Vice-Chair

    Total calculated
    $136,570
    From this org
    $0
    From related orgs
    $136,570
    Other
    $0
    Hours/week
    1 + 1 related

  • Donaldo Hernandez MD

    Director

    Total calculated
    $75,567
    From this org
    $0
    From related orgs
    $75,567
    Other
    $0
    Hours/week
    1 + 1 related

  • Howard Kahn MPA

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Sergio Aguilar Gaxiola MD

    Secretary-Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Jodi Hicks

    Director

    Total calculated
    $0
    Hours/week
    1

  • Karen Hansberger MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kyle Smith MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Martin Vazquez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pooja Mittal DO

    Director

    Total calculated
    $0
    Hours/week
    1

  • Toluwalase Ajayi MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sunita Mutha MD

    Director

    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, 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

None.

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

The filer's explanations (Part III)

Schedule J, Part II
The compensation for officers paid by the related organization, California Medical Association, was determined using a salary data for similarly qualified persons comparable at other non-profit associations. The CMA Chief Executive Officer's compensation package was approved by the Executive Committee of the CMA Board of Trustees and is reviewed every 3 years. The compensation of the PHC President and CEO was determined by the CMA Chief Executive Officer. The compensation is also included in the annual budget and is adopted annually by the PHC Board of Directors.

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

  • California Medical Association

    $1,000,000

    A Board approved contribution to support the passage of Proposition 35, which provides funding to pay for Medi-Cal health care services and protect access to primary and specialty care, and mental health providers.

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
2024
Filed
6 November 2025
IRS schema version
2024v5.0
Source object
202543149349305754

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