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← PRESBYTERIAN HEALTHCARE FOUNDATION

Form 990 for tax year 2024

Filed by PRESBYTERIAN HEALTHCARE FOUNDATION.

Totals

Total revenue
$14,181,227
Total expenses
$14,156,793
Contributions and grants received
$8,095,625
Grants paid
$10,152,336
Program service revenue
$0
Investment income
$6,045,064
Other revenue
$40,538
Total assets, end of year
$134,752,867
Total liabilities, end of year
$2,188,499
Net assets or fund balances, end of year
$132,564,368
Program services expenses (Part IX)
$10,472,871
Management and general expenses
$2,289,246
Fundraising expenses
$1,394,676
Program service expenses (Part III)
$10,472,871

Program services were 74.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HELEN GREVEY

    DIRECTOR / SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOHN ROCHESTER

    DIRECTOR, CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • SCOTTIE PIERCE PHD

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TREVOR HATCHELL

    DIRECTOR, TREASURER

    Total calculated
    $0
    Hours/week
    1

  • AMIT GARG MD

    DIRECTOR

    Total calculated
    $2,188,823
    From this org
    $0
    From related orgs
    $2,154,457
    Other
    $34,366
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $781,705 related
    Bonus
    $0 + $1,371,492 related
    Other
    $0 + $1,260 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $17,116 related
    Filer's total
    $0 + $2,188,823 related

  • ANDREW BACA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GARY NIEDERMEIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GLEN DELANEY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J CARLOS GARCIA

    DIRECTOR (TERM: 12/31/2024)

    Total calculated
    $0
    Hours/week
    1

  • JERON CAMPBELL EDLD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATE DIMOCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAUREN M CATES

    EX-OFFICIO DIRECTOR

    Total calculated
    $1,445,843
    From this org
    $0
    From related orgs
    $1,308,015
    Other
    $137,828
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $901,733 related
    Bonus
    $0 + $402,878 related
    Other
    $0 + $3,404 related
    Deferred
    $0 + $112,364 related
    Nontaxable benefits
    $0 + $25,464 related
    Filer's total
    $0 + $1,445,843 related

  • LINDA WEIL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LORETTA TRAVELI

    EX-OFFICIO DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK FIDEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL M SILVA JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MOLLY BACHECHI

    DIRECTOR (TERM: 07/08/2024)

    Total calculated
    $0
    Hours/week
    1

  • NORMAN BECKER

    DIRECTOR, EX OFFICIO

    Total calculated
    $10,000
    From this org
    $0
    From related orgs
    $10,000
    Other
    $0
    Hours/week
    1 + 3 related

  • RICHARD REIF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROYALE DA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RUTH HUNING-GONZALES

    DIRECTOR (TERM: 05/13/2024)

    Total calculated
    $0
    Hours/week
    1

  • SHELLY STEPENASKIE MD

    DIRECTOR (TERM: 05/23/2024)

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE GEHRES MD

    DIRECTOR (TERM: 12/31/2024)

    Total calculated
    $0
    Hours/week
    1

  • STEVEN M NAKAMURA

    DIRECTOR (TERM: 09/13/2024)

    Total calculated
    $0
    Hours/week
    1

  • TERESA HARTNETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TODD SICKLES

    DIRECTOR (TERM: 06/26/2024)

    Total calculated
    $0
    Hours/week
    1

  • V SUE CLEVELAND EDD

    DIRECTOR, PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD SCOTT

    PRESIDENT

    Total calculated
    $501,534
    From this org
    $0
    From related orgs
    $446,957
    Other
    $54,577
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $331,901 related
    Bonus
    $0 + $112,429 related
    Other
    $0 + $2,627 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $33,877 related
    Filer's total
    $0 + $501,534 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

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 I, Line 3 Methods used to establish compensation of the CEO & Executive Director
PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) RELIES ON ITS PARENT, PRESBYTERIAN HEALTHCARE SERVICES (PHS), TO ESTABLISH THE COMPENSATION FOR THE PRESIDENT OF PHF. PHS EMPLOYS AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, AND COMPENSATION STUDIES TO ENSURE THE COMPENSATION IS REASONABLE. FINALLY, THE PRESIDENT'S COMPENSATION IS APPROVED BY THE PHS CEO, BASED ON GUIDANCE RECEIVED FROM THE PHS BOARD'S INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE.
Schedule J, Part II, Column (C) PARTICIPATE OR RECEIVE PAYMENT FROM AN EQUITY-BASED COMP ARRANGEMENT
LAUREN M. CATES IS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ORGANIZATION. IN 2024, $88,001 WAS DEFERRED UNDER THIS AGREEMENT FOR MS. CATES. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION.

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.

  • CHARITABLE REMAINDER UNITRUST

    Trust · HOSPITAL SUPPORT · NM

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.1
Source object
202503209349300195

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