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← PHYSICIANS FOR A HEALTHY CALIFORNIA

Form 990 for tax year 2022

Filed by PHYSICIANS FOR A HEALTHY CALIFORNIA.

Totals

Total revenue
$9,341,016
Total expenses
$6,170,791
Contributions and grants received
$198,737
Grants paid
$22,332
Program service revenue
$9,080,387
Investment income
$61,113
Other revenue
$779
Total assets, end of year
$75,055,033
Total liabilities, end of year
$66,959,094
Net assets or fund balances, end of year
$8,095,939
Program services expenses (Part IX)
$5,859,641
Management and general expenses
$311,150
Fundraising expenses
$0
Program service expenses (Part III)
$5,859,641

Program services were 95.0% 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

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $198,737

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Graduate Medical Education

    total $1,506,113 · related or exempt $1,506,113 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Loan Repayment Program

    total $1,623,473 · related or exempt $1,623,473 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: KidsVaxGrant

    total $4,522,511 · related or exempt $4,522,511 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Test2Treat

    total $1,419,290 · related or exempt $1,419,290 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: CDPH Coaching

    total $9,000 · related or exempt $9,000 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $61,113 · related or exempt $0 · unrelated business $0 · excluded $61,113

  • 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 $0 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

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

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

    $0

  • 11d · All other revenue

    total $779 · related or exempt $0 · unrelated business $0 · excluded $779

  • 11e · Other revenue, total

    $779

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $12,503 · program services $12,503

  • 2 · Grants to domestic individuals

    total $9,829 · program services $9,829

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $13,519 · program services $0 · management and general $13,519 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $5,269 · program services $5,269 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $1,016,604 · program services $980,625 · management and general $35,979 · fundraising $0

  • 12 · Advertising and promotion

    total $1,632 · program services $1,369 · management and general $263 · fundraising $0

  • 13 · Office expenses

    total $45,712 · program services $42,858 · management and general $2,854 · fundraising $0

  • 14 · Information technology

    total $93,375 · program services $93,272 · management and general $103 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $198,114 · program services $181,713 · management and general $16,401 · fundraising $0

  • 17 · Travel

    total $30,877 · program services $29,536 · management and general $1,341 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $50,935 · program services $50,194 · management and general $741 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $1,786,229 · program services $1,739,707 · management and general $46,522 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $105,045 · program services $105,045 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $34,068 · program services $0 · management and general $34,068 · fundraising $0

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

    total $2,580,714 · program services $2,422,091 · management and general $158,623 · fundraising $0

  • 24e · All other expenses

    total $186,366 · program services $185,630 · management and general $736 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,278,023 · end of year $4,073,640

  • 2 · Savings and temporary cash investments

    beginning of year $60,839,770 · end of year $65,953,815

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $1,248,698 · end of year $1,882,219

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $111,245 · end of year $15,793

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

    $537,152

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

    $267,378

  • 10c · Land, buildings and equipment, net

    beginning of year $368,220 · end of year $269,774

  • 11 · Investments: publicly traded securities

    beginning of year $2,138,373 · end of year $2,859,792

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $335,814 · end of year $295,597

  • 18 · Grants payable

    beginning of year $60,812,500 · end of year $65,535,000

  • 19 · Deferred revenue

    beginning of year $170,196 · end of year $82,608

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $417,165 · end of year $1,045,889

  • 27 · Net assets without donor restrictions

    beginning of year $3,908,333 · end of year $6,839,288

  • 28 · Net assets with donor restrictions

    beginning of year $1,340,321 · end of year $1,256,651

Mission and programs · 2022

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 2022, CalMedForce funding awarded the largest number of residencies and resident positions to date, to sustain, retain and expand GME in primary care and emergency medicine. A total of 129 residency programs were awarded $37.9 million to fund 210 resident positions.

    Expenses $1,372,566 · Revenue $1,506,113

  • 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 2022, a total of 247 awards were offered to physicians and dentists, providing $63 million to reduce the educational debt. Physician awardees are providing services to Medi-Cal patients in 33 counties throughout California and dentist awardees are providing services in 18 counties.

    Expenses $1,053,363 · Revenue $1,623,473

  • The KidsVaxGrant program is funded by the California Department of Public Health and administered by the Physicians for a Healthy California (PHC). The program provides health organizations with practice support grants to supplement the operational costs of administering COVID-19 vaccines to pediatric populations in their communities. In 2022, approximately $25.6 million was awarded to 1033 VFC providers.

    Expenses $2,532,257 · Revenue $4,522,511

  • The COVID-19 Test to Treat Equity Grant program was established by the California Department of Public Health to connect patients who test positive for COVID-19 with therapeutic treatment to decrease related morbidity and mortality. Funds are to support safety-net providers to operationalize access to clinically appropriate COVID-19 therapeutics in a timely manner with a focus on expedited elements of assessment and treatment. In 2022, the program awarded $67.1 million to 175 safety-net providers and public health systems to improve COVID-19 testing and treatment in underserved communities across 45 counties.

    Expenses $657,136 · Revenue $1,419,290

  • The Physician Foundation awarded the Physicians for a Healthy California to facilitate and support charitable, scientific, or education programs that improve the quality of health care received by patients in an evolving health care environment.

    Expenses $187,218 · Grants $173,975

  • Network of Ethnic Physician Organizations is an educational event for physicians, public health professionals, advocates and community leaders that offers policy and best practices for reducing health disparities, building diversity in the workface and increasing cultural competency in clinical care.

    Expenses $2,793 · Revenue $20,000

  • The Disaster Relief program is for Ukrainian and humanitarian support and the CDPH Coaching program is to train parents and children the importance of vaccines.

    Expenses $279 · Revenue $10,000

  • Investment income from restricted funds and Physician Engagement both support medical student scholarships and other related program activities that focuses on PHC mission.

    Expenses $54,029 · Revenue $1,350

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dustin E Corcoran

    CMA Chief Executive Officer

    Total calculated
    $1,269,677
    From this org
    $0
    From related orgs
    $1,164,095
    Other
    $105,582
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $813,750 related
    Bonus
    $0 + $329,116 related
    Other
    $0 + $21,229 related
    Deferred
    $0 + $47,950 related
    Nontaxable benefits
    $0 + $57,632 related
    Filer's total
    $0 + $1,269,677 related

  • Lance R Lewis

    Chief Financial Officer

    Total calculated
    $679,241
    From this org
    $0
    From related orgs
    $573,659
    Other
    $105,582
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,536 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $21,123 related
    Deferred
    $0 + $47,950 related
    Nontaxable benefits
    $0 + $57,632 related
    Filer's total
    $0 + $679,241 related

  • Guadalupe Alonzo-Diaz

    President and CEO

    Total calculated
    $380,310
    From this org
    $0
    From related orgs
    $319,807
    Other
    $60,503
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,900 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $18,907 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $33,053 related
    Filer's total
    $0 + $380,310 related

  • Jennifer Turner

    Senior Director of Operations

    Total calculated
    $211,170
    From this org
    $0
    From related orgs
    $178,886
    Other
    $32,284
    Hours/week
    0 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,494 related
    Bonus
    $0 + $23,000 related
    Other
    $0 + $18,392 related
    Deferred
    $0 + $5,368 related
    Nontaxable benefits
    $0 + $26,915 related
    Filer's total
    $0 + $211,169 related

  • Tanya Spirtos MD

    Vice Chair of the Board

    Total calculated
    $64,704
    From this org
    $0
    From related orgs
    $64,704
    Other
    $0
    Hours/week
    1 + 1 related

  • Howard Kahn MPA

    Chair of the Board

    Total calculated
    $0
    Hours/week
    1

  • Sergio Aguilar-Gaxiola MD

    Secretary-Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Adam Dougherty MD

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • James Hay MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Peterson

    Director

    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

  • Manesy Liberty Ceja-Cevallos

    Director

    Total calculated
    $0
    Hours/week
    1

  • Margaret Juarez MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Toluwalase Ajayi MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pooja Mittal

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sunita Mutha

    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 the CEO and CFO of the California Medical Association was determined using a salary data for similarly qualified persons comparable at other non-profit associations. The CEO's compensation package was approved by the Executive Committee of the Board of Trustees and is reviewed every 3 years. The compensation of the President and CEO of the Physicians for a Healthy California was determined by the CEO of the California Medical Association. The compensation is also included in the annual budgeted 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323189349318012

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