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Nonprofiteer
← RADY CHILDRENS HEALTH SERVICES SAN DIEGO

Form 990 for tax year 2023

Filed by RADY CHILDRENS HEALTH SERVICES SAN DIEGO.

Totals

Total revenue
$63,036,506
Total expenses
$66,411,017
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$63,036,506
Investment income
$0
Other revenue
$0
Total assets, end of year
$16,914,819
Total liabilities, end of year
$6,937,017
Net assets or fund balances, end of year
$9,977,802
Program services expenses (Part IX)
$64,106,902
Management and general expenses
$2,304,115
Fundraising expenses
$0
Program service expenses (Part III)
$64,106,902

Program services were 96.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN M GILCHRIST JR

    VOTING MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • SCOTT N WOLFE

    VOTING MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • PAUL J HERING

    CHAIR

    Total calculated
    $0
    Hours/week
    4 + 10 related
  • S DOUGLAS HUTCHESON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4 + 6 related
  • DAN LESSER MD

    VOTING MEMBER (THRU 12/31/23)

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • SHELBY LEUIN MD

    VOTING MEMEBER

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • PATRICK FRIAS MD

    PRESIDENT & CEO

    Total calculated
    $2,053,966
    From this org
    $0
    From related orgs
    $2,012,179
    Other
    $41,787
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,278,846 related
    Bonus
    $0 + $410,805 related
    Other
    $0 + $322,528 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $31,887 related
    Filer's total
    $0 + $2,053,966 related
  • ANGELA VIEIRA

    SECRETARY

    Total calculated
    $845,982
    From this org
    $0
    From related orgs
    $711,602
    Other
    $134,380
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $528,611 related
    Bonus
    $0 + $115,173 related
    Other
    $0 + $67,818 related
    Deferred
    $0 + $118,808 related
    Nontaxable benefits
    $0 + $15,572 related
    Filer's total
    $0 + $845,982 related
  • GAIL L KNIGHT MD

    SR. VP, CMO

    Total calculated
    $1,221,337
    From this org
    $0
    From related orgs
    $1,207,560
    Other
    $13,777
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $631,463 related
    Bonus
    $0 + $143,263 related
    Other
    $0 + $432,834 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $3,877 related
    Filer's total
    $0 + $1,221,337 related
  • STEPHEN JENNINGS

    SR. VP, EXEC DIR FOUNDATION

    Total calculated
    $822,897
    From this org
    $0
    From related orgs
    $737,355
    Other
    $85,542
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $516,235 related
    Bonus
    $0 + $111,661 related
    Other
    $0 + $109,459 related
    Deferred
    $0 + $63,470 related
    Nontaxable benefits
    $0 + $22,072 related
    Filer's total
    $0 + $822,897 related
  • BELINDA SANTOS-RAMIREZ

    ASSISTANT SECRETARY

    Total calculated
    $151,217
    From this org
    $0
    From related orgs
    $138,025
    Other
    $13,192
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,885 related
    Bonus
    $0 + $7,140 related
    Other
    $0
    Deferred
    $0 + $9,212 related
    Nontaxable benefits
    $0 + $3,980 related
    Filer's total
    $0 + $151,217 related
  • JAMES J ULI JR

    SVP, CFO, TREASURER

    Total calculated
    $974,602
    From this org
    $0
    From related orgs
    $951,239
    Other
    $23,363
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $688,813 related
    Bonus
    $0 + $178,458 related
    Other
    $0 + $83,968 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $13,463 related
    Filer's total
    $0 + $974,602 related
  • NICHOLAS HOLMES

    SR VP, COO

    Total calculated
    $1,040,883
    From this org
    $0
    From related orgs
    $999,430
    Other
    $41,453
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $684,642 related
    Bonus
    $0 + $179,877 related
    Other
    $0 + $134,911 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $31,553 related
    Filer's total
    $0 + $1,040,883 related
  • JILL STRICKLAND

    SR VP, CAO

    Total calculated
    $789,940
    From this org
    $0
    From related orgs
    $757,822
    Other
    $32,118
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $557,055 related
    Bonus
    $0 + $135,769 related
    Other
    $0 + $64,998 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $22,218 related
    Filer's total
    $0 + $789,940 related
  • CHARLES B DAVIS

    SR. VP & INTERIM COO

    Total calculated
    $820,469
    From this org
    $0
    From related orgs
    $769,514
    Other
    $50,955
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $544,467 related
    Bonus
    $0 + $112,571 related
    Other
    $0 + $112,476 related
    Deferred
    $0 + $47,413 related
    Nontaxable benefits
    $0 + $3,542 related
    Filer's total
    $0 + $820,469 related
  • MICHAEL CLARK

    MGR, HOME HEALTH PHARMACY

    Total calculated
    $293,416
    From this org
    $243,808
    From related orgs
    $0
    Other
    $49,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,651
    Bonus
    $12,454
    Other
    $1,703
    Deferred
    $31,791
    Nontaxable benefits
    $17,817
    Filer's total
    $293,416
  • MONICA EVANS

    PHARMACIST, RETAIL

    Total calculated
    $249,060
    From this org
    $218,269
    From related orgs
    $0
    Other
    $30,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,857
    Bonus
    $822
    Other
    $5,590
    Deferred
    $17,055
    Nontaxable benefits
    $13,736
    Filer's total
    $249,060
  • KATHERINE TWEEDY-LI

    PHARMACIST, HOMECARE

    Total calculated
    $181,522
    From this org
    $174,656
    From related orgs
    $0
    Other
    $6,866
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,656
    Bonus
    $0
    Other
    $0
    Deferred
    $5,240
    Nontaxable benefits
    $1,626
    Filer's total
    $181,522
  • LINDA SCHWARTZ

    PHARMACIST, RETAIL

    Total calculated
    $199,225
    From this org
    $185,749
    From related orgs
    $0
    Other
    $13,476
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,749
    Bonus
    $0
    Other
    $0
    Deferred
    $5,572
    Nontaxable benefits
    $7,904
    Filer's total
    $199,225
  • MARY LEE

    PHARMACIST, HOMECARE

    Total calculated
    $217,406
    From this org
    $195,942
    From related orgs
    $0
    Other
    $21,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,942
    Bonus
    $0
    Other
    $0
    Deferred
    $5,878
    Nontaxable benefits
    $15,586
    Filer's total
    $217,406
  • DONALD B KEARNS

    PRESIDENT EMERITUS

    Total calculated
    $123,354
    From this org
    $0
    From related orgs
    $144,746
    Other
    -$21,392
    Hours/week
    0 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,746 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + -$21,392 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $123,354 related
  • ANH DINH SHARMA

    PHARMACIST IN CHIEF (THRU 6/23)

    Total calculated
    $160,782
    From this org
    $160,782
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $104,103
    Bonus
    $0
    Other
    $56,679
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $160,782

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

  • 1a · Discretionary spending account
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
RADY CHILDREN'S HEALTH SERVICES - SAN DIEGO (RCHSS) RELIED ON A RELATED ORGANIZATION, RADY CHILDREN'S HOSPITAL AND HEALTH CENTER (RCHHC), THAT USES ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J. PART I, LINE 3, TO ESTABLISH THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART I, LINE 4B
RADY CHILDREN'S HOSPITAL AND HEALTH CENTER HAS ESTABLISHED A NON-QUALIFIED PLAN PURSUANT TO 457(F) OF THE INTERNAL REVENUE CODE. THE PURPOSE OF THIS PLAN IS TO INCENTIVIZE RADY CHILDREN'S HOSPITAL - SAN DIEGO ELIGIBLE SENIOR MANAGEMENT EMPLOYEES (PRESIDENT, SENIOR VICE PRESIDENTS, VICE PRESIDENTS, SENIOR MANAGING DIRECTORS) IN RECOGNITION OF THE FACT THAT THEY ARE REQUIRED TO DEVOTE SIGNIFICANT AMOUNTS OF TIME, SKILL AND ENERGY TO THE ORGANIZATION. THE AMOUNTS INCLUDED IN SCHEDULE J PART II COLUMN (C) ARE SUBJECT TO SUBSTANTIAL FUTURE SERVICE REQUIREMENTS TO THE ORGANIZATION AND ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. ONCE VESTED THE AMOUNTS UNDER THIS PLAN ARE REPORTED ON FORM W-2 AS TAXABLE COMPENSATION TO THE INDIVIDUAL. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN DURING CALENDAR YEAR 2023: GAIL KNIGHT, MD ($417,834), STEPHEN JENNINGS ($94,459), ANGELA M. VIEIRA ($55,818), PATRICK FRIAS, MD ($268,920), NICHOLAS M. HOLMES, MD ($119,911), CHARLES DAVIS ($97,476), JAMES J. ULI, JR ($68,968), AND JILL STRICKLAND ($49,998).

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.

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.

  • CHILDREN'S HOSPITAL INSURANCE LTD

    C · CAPTIVE INSURANCE · BD

    Directly controlled by RCHHC

  • RADY CHILDREN'S PHYSICIAN MANAGEMENT SERVICE

    C · MGMT-PHYS OFF · CA

    Directly controlled by RCHHC

  • CHILDREN'S HOSPITAL INTEGRATED RISK PROTECTION

    C · CAPTIVE INSURANCE · BD

    Directly controlled by RCHHC

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202541349349301524

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