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Nonprofiteer
← EMANATE HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by EMANATE HEALTH FOUNDATION.

Totals

Total revenue
$6,287,078
Total expenses
$3,099,780
Contributions and grants received
$5,831,045
Grants paid
$2,213,138
Program service revenue
$0
Investment income
$539,136
Other revenue
-$83,103
Total assets, end of year
$21,088,081
Total liabilities, end of year
$992,543
Net assets or fund balances, end of year
$20,095,538
Program services expenses (Part IX)
$2,213,138
Management and general expenses
$42,251
Fundraising expenses
$844,391
Program service expenses (Part III)
$2,213,138

Program services were 71.4% 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

    $42,744

  • 1c · Fundraising events

    $588,209

  • 1d · Related organizations

    $70,000

  • 1e · Government grants (contributions)

    $3,000,000

  • 1f · All other contributions, gifts and grants

    $2,130,092

  • 1g · Noncash contributions included above

    $76,152

  • 3 · Investment income

    total $625,049 · excluded $625,049

  • 7a · Gross sales of assets other than inventory

    securities $2,403,566

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

    securities $2,489,479

  • 7c · Gain or loss

    securities -$85,913

  • 7d · Net gain or loss

    total -$85,913 · excluded -$85,913

  • 8a · Fundraising events: gross income

    $71,583

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

    $588,209

  • 8b · Fundraising events: direct expenses

    $169,636

  • 8c · Net income from fundraising events

    total -$98,053 · excluded -$98,053

  • 11a · Other revenue: TRUST INVESTMENT INCOM

    total $10,950 · excluded $10,950

  • 11b · Other revenue: OTHER INCOME

    total $4,000 · excluded $4,000

  • 11e · Other revenue, total

    $14,950

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,213,138 · program services $2,213,138

  • 5 · Compensation of officers, directors and key employees

    total $373,074 · management and general $14,923 · fundraising $358,151

  • 6 · Compensation of disqualified persons

    total $21,329 · management and general $853 · fundraising $20,476

  • 8 · Pension plan contributions

    total $2,893 · management and general $116 · fundraising $2,777

  • 9 · Other employee benefits

    total $126,134 · management and general $5,045 · fundraising $121,089

  • 10 · Payroll taxes

    total $33,380 · management and general $1,335 · fundraising $32,045

  • 11a · Fees: management

    total $67,500 · management and general $2,700 · fundraising $64,800

  • 11b · Fees: legal

    total $9,700 · management and general $388 · fundraising $9,312

  • 11c · Fees: accounting

    total $2,700 · management and general $108 · fundraising $2,592

  • 11f · Fees: investment management

    total $55,104 · management and general $2,204 · fundraising $52,900

  • 13 · Office expenses

    total $10,523 · management and general $421 · fundraising $10,102

  • 17 · Travel

    total $11,261 · management and general $450 · fundraising $10,811

  • 19 · Conferences, conventions and meetings

    total $95 · management and general $4 · fundraising $91

  • 22 · Depreciation, depletion and amortization

    total $4,845 · management and general $194 · fundraising $4,651

  • 24a · Other expenses: PURCHASED SERVICES

    total $260,466 · management and general $10,419 · fundraising $250,047

  • 24b · Other expenses: OTHER EXPENSES

    total $64,114 · management and general $2,565 · fundraising $61,549

  • 24c · Other expenses: UTILITIES

    total $7,733 · management and general $309 · fundraising $7,424

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $5,427 · management and general $217 · fundraising $5,210

  • 24e · All other expenses

    total -$169,636 · fundraising -$169,636

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,604 · end of year $1,306

  • 2 · Savings and temporary cash investments

    beginning of year $1,541,320 · end of year $4,098,378

  • 3 · Pledges and grants receivable

    beginning of year $424,000 · end of year $365,000

  • 4 · Accounts receivable

    beginning of year $21,447 · end of year $119,582

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $9,954

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

    $239,630

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

    $219,744

  • 10c · Land, buildings and equipment, net

    beginning of year $24,728 · end of year $19,886

  • 12 · Investments: other securities

    beginning of year $14,548,703 · end of year $16,473,975

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,143 · end of year $17,074

  • 25 · Other liabilities

    beginning of year $1,021,291 · end of year $975,469

  • 27 · Net assets without donor restrictions

    beginning of year $5,402,320 · end of year $7,176,600

  • 28 · Net assets with donor restrictions

    beginning of year $10,120,048 · end of year $12,918,938

Mission and programs · 2023

Mission

A PHILANTHROPIC ORGANIZATION DEDICATED TO PROVIDING FINANCIAL, EDUCATIONAL, AND OTHER RESOURCES IN ACCOMPLISHING THE MISSION, VISION AND VALUES OF EMANATE HEALTH.

Activities or mission (Part I)

FUND DEVELOPMENT PROGRAMS FOR EMANATE HEALTH MEDICAL CENTER, EMANATE HEALTH FOOTHILL PRESBYTERIAN HOSPITAL, AND EMANATE HEALTH HOSPICE.

  • FUND DEVELOPMENT PROGRAMS FOR EMANATE HEALTH MEDICAL CENTER, EMANATE HEALTH HOSPICE, AND FOOTHILL PRESBYTERIAN HOSPITAL, WHICH ARE ALSO EXEMPT ENTITIES.

    Expenses $2,213,138 · Grants $2,213,138

As filed on the 2023 return.

Listed in Part VII

  • Rajesh Sharma

    PRESIDENT & CEO

    Total calculated
    $2,574,873
    From this org
    $0
    From related orgs
    $2,411,826
    Other
    $163,047
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $983,299 related
    Bonus
    $0 + $871,600 related
    Other
    $0 + $556,927 related
    Deferred
    $0 + $148,824 related
    Nontaxable benefits
    $0 + $14,223 related
    Filer's total
    $0 + $2,574,873 related

  • Leon Choinere

    CFO

    Total calculated
    $511,645
    From this org
    $0
    From related orgs
    $498,019
    Other
    $13,626
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,812 related
    Bonus
    $0 + $114,987 related
    Other
    $0 + $23,220 related
    Deferred
    $0 + $5,186 related
    Nontaxable benefits
    $0 + $8,440 related
    Filer's total
    $0 + $511,645 related

  • Greg Lehr EdD

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $218,748
    From this org
    $0
    From related orgs
    $213,242
    Other
    $5,506
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $181,647 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $11,595 related
    Deferred
    $0 + $4,742 related
    Nontaxable benefits
    $0 + $764 related
    Filer's total
    $0 + $218,748 related

  • Lisa Fuerst

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Sanjay Khedia MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Richard Jett

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Mike Starr

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Mary Jane Bettfreund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Harold Borak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adam Capitano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Dilwicius

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Uday Gadgil MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jose Gutierrez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scot Hutton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Kasamatsu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gilbert Martin MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Pedevillano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Serio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dumrong Tangchitnob MD 2025

    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)

PART I, LINE 3
EMANATE HEALTH FOUNDATION IS AN AFFILIATE OF EMANATE HEALTH. EMANATE USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL 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

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 corporations and trusts

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

  • GLENDORA SURGERY CENTER

    S · OUTPATIENT SURGERY CENTER · CA

  • EMANATE HEALTH MSO

    C · MANAGEMENT SERVICES · CA

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202403179349309160

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