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Nonprofiteer
← PIH HEALTH FOUNDATION

Form 990 for tax year 2024

Filed by PIH HEALTH FOUNDATION.

Totals

Total revenue
$5,663,667
Total expenses
$1,749,506
Contributions and grants received
$5,284,814
Grants paid
$498,627
Program service revenue
$0
Investment income
$486,103
Other revenue
-$107,250
Total assets, end of year
$27,685,982
Total liabilities, end of year
$2,024,376
Net assets or fund balances, end of year
$25,661,606
Program services expenses (Part IX)
$498,627
Management and general expenses
$0
Fundraising expenses
$1,250,879
Program service expenses (Part III)
$498,627

Program services were 28.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNETTE ATWOOD

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5
  • RICHARD ATWOOD

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 7.5 related
  • RICHARD LUCIANO

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    1.5
  • YONG PARK MD

    DIRECTOR & CHAIR

    Total calculated
    $54,405
    From this org
    $0
    From related orgs
    $54,405
    Other
    $0
    Hours/week
    1.5 + 5 related
  • BEVERLY MATHIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • KEVIN ANDRUSS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • PAULA COWAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5
  • AMY FITZGERALD

    VICE PRESIDENT

    Total calculated
    $495,009
    From this org
    $0
    From related orgs
    $392,504
    Other
    $102,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $342,122 related
    Bonus
    $0
    Other
    $0 + $50,382 related
    Deferred
    $0 + $80,086 related
    Nontaxable benefits
    $0 + $22,419 related
    Filer's total
    $0 + $495,009 related
  • JAMES WEST

    SYSTEM PRESIDENT & CEO

    Total calculated
    $1,663,779
    From this org
    $0
    From related orgs
    $1,623,596
    Other
    $40,183
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,603,998 related
    Bonus
    $0
    Other
    $0 + $19,598 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $21,883 related
    Filer's total
    $0 + $1,663,779 related
  • PEGGY CHULACK

    ASSISTANT SECRETARY

    Total calculated
    $1,515,125
    From this org
    $0
    From related orgs
    $1,481,245
    Other
    $33,880
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $872,084 related
    Bonus
    $0
    Other
    $0 + $609,161 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $15,580 related
    Filer's total
    $0 + $1,515,125 related
  • VID SHIVARAMAN

    SYSTEM CFO & ASST TREASURER

    Total calculated
    $1,085,954
    From this org
    $0
    From related orgs
    $870,104
    Other
    $215,850
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,548 related
    Bonus
    $0
    Other
    $0 + $7,556 related
    Deferred
    $0 + $190,785 related
    Nontaxable benefits
    $0 + $25,065 related
    Filer's total
    $0 + $1,085,954 related
  • GINA ADAMS

    MAJOR GIFTS OFFICER

    Total calculated
    $145,131
    From this org
    $120,006
    From related orgs
    $0
    Other
    $25,125
    Hours/week
    40
  • SIJING ZHANG

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $143,956
    From this org
    $113,029
    From related orgs
    $0
    Other
    $30,927
    Hours/week
    40
  • BRIAN SMOLSKIS

    FORMER - SYSTEM COO

    Total calculated
    $1,106,036
    From this org
    $0
    From related orgs
    $1,089,063
    Other
    $16,973
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,089,063 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,973 related
    Filer's total
    $0 + $1,106,036 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
COMPENSATION FOR THE CEO WAS ESTABLISHED AND PAID BY PIH HEALTH WHITTIER HOSPITAL (PHWH), A RELATED ORGANIZATION. PHWH USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) FORM 990 OF OTHER ORGANIZATIONS; (4) COMPENSATION SURVEY OR STUDY; AND (5) APPROVAL BY THE BOARD.
SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
BRIAN SMOLSKIS RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR. THE PAYMENTS ARE INCLUDED IN PART VII, COLUMN D (E) AND SCHEDULE J, PART II, COLUMN B(III). THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
PIH HEALTH INC. AND ITS AFFILIATES PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE PLAN: JAMES WEST PEGGY CHULACK AMY FITZGERALD VID SHIVARAMAN SCHEDULE J, PART II, COLUMN (B)(III): THE FOLLOWING AMOUNTS BECAME VESTED OR WERE PAID-OUT IN 2024 AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III): BRIAN SMOLSKIS $197,952 PEGGY CHULACK $600,326 AMY FITZGERALD $43,608

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.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202612269349303566

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