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Nonprofiteer
← PACKARD CHILDRENS HEALTH ALLIANCE

Form 990 for tax year 2024

Filed by PACKARD CHILDRENS HEALTH ALLIANCE.

Totals

Total revenue
$166,932,166
Total expenses
$162,823,714
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$166,932,166
Investment income
$0
Other revenue
$0
Total assets, end of year
$47,427,154
Total liabilities, end of year
$32,689,990
Net assets or fund balances, end of year
$14,737,164
Program services expenses (Part IX)
$148,282,351
Management and general expenses
$14,541,363
Fundraising expenses
$0
Program service expenses (Part III)
$148,282,351

Program services were 91.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PATRICK IDEMOTO

    FORMER INTERIM CEO

    Total calculated
    $1,410,203
    From this org
    $0
    From related orgs
    $1,255,281
    Other
    $154,922
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,647 related
    Bonus
    $0 + $47,471 related
    Other
    $0 + $696,163 related
    Deferred
    $0 + $92,006 related
    Nontaxable benefits
    $0 + $62,916 related
    Filer's total
    $0 + $1,410,203 related

  • DANA HAERING

    EVP & CFO

    Total calculated
    $1,207,004
    From this org
    $0
    From related orgs
    $1,114,970
    Other
    $92,034
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $884,513 related
    Bonus
    $0 + $78,012 related
    Other
    $0 + $152,445 related
    Deferred
    $0 + $67,850 related
    Nontaxable benefits
    $0 + $24,184 related
    Filer's total
    $0 + $1,207,004 related

  • TIM CORNELL MD

    Director

    Total calculated
    $820,219
    From this org
    $0
    From related orgs
    $710,920
    Other
    $109,299
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,266 related
    Bonus
    $0 + $271,489 related
    Other
    $0 + $74,165 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $74,799 related
    Filer's total
    $0 + $820,219 related

  • ALLEN METZENBERG

    DIRECTOR, SECRETARY

    Total calculated
    $787,845
    From this org
    $0
    From related orgs
    $691,270
    Other
    $96,575
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $574,011 related
    Bonus
    $0 + $116,699 related
    Other
    $0 + $560 related
    Deferred
    $0 + $21,962 related
    Nontaxable benefits
    $0 + $74,613 related
    Filer's total
    $0 + $787,845 related

  • CHANTAL VOLEL-TORRES

    DIRECTOR AND CEO

    Total calculated
    $698,219
    From this org
    $0
    From related orgs
    $573,278
    Other
    $124,941
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,053 related
    Bonus
    $0 + $34,565 related
    Other
    $0 + $76,660 related
    Deferred
    $0 + $82,188 related
    Nontaxable benefits
    $0 + $42,753 related
    Filer's total
    $0 + $698,219 related

  • ANDREW SMITH MD

    CMO (UNTIL 7/4/25)

    Total calculated
    $697,136
    From this org
    $584,687
    From related orgs
    $0
    Other
    $112,449
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $488,510
    Bonus
    $92,487
    Other
    $3,690
    Deferred
    $28,281
    Nontaxable benefits
    $84,168
    Filer's total
    $697,136

  • RICK VANCE

    COO

    Total calculated
    $591,109
    From this org
    $531,706
    From related orgs
    $0
    Other
    $59,403
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $448,815
    Bonus
    $80,825
    Other
    $2,066
    Deferred
    $28,102
    Nontaxable benefits
    $31,301
    Filer's total
    $591,109

  • TZIELAN LEE MD

    VC, Interim CMO (AS OF 7/7/25)

    Total calculated
    $549,648
    From this org
    $0
    From related orgs
    $432,815
    Other
    $116,833
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,046 related
    Bonus
    $0 + $170,769 related
    Other
    $0
    Deferred
    $0 + $27,761 related
    Nontaxable benefits
    $0 + $89,072 related
    Filer's total
    $0 + $549,648 related

  • TAMMY OJEDA-LEAO

    DIRECTOR GENERAL PEDIATRICS

    Total calculated
    $423,588
    From this org
    $300,128
    From related orgs
    $0
    Other
    $123,460
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $261,713
    Bonus
    $38,315
    Other
    $100
    Deferred
    $20,171
    Nontaxable benefits
    $103,289
    Filer's total
    $423,588

  • TIKA MARTIN

    DIRECTOR, HUMAN RESOURCES

    Total calculated
    $399,736
    From this org
    $313,756
    From related orgs
    $0
    Other
    $85,980
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $273,450
    Bonus
    $39,072
    Other
    $1,234
    Deferred
    $23,958
    Nontaxable benefits
    $62,022
    Filer's total
    $399,736

  • MICHAEL LIPMAN

    DIRECTOR, PROVIDER RECRUIT.

    Total calculated
    $357,513
    From this org
    $329,263
    From related orgs
    $0
    Other
    $28,250
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $287,003
    Bonus
    $40,296
    Other
    $1,964
    Deferred
    $22,988
    Nontaxable benefits
    $5,262
    Filer's total
    $357,513

  • EMILY KRUGER

    DIR., PHYSICIAN NETWORK FIN.

    Total calculated
    $330,768
    From this org
    $0
    From related orgs
    $267,191
    Other
    $63,577
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $252,403 related
    Bonus
    $0 + $14,219 related
    Other
    $0 + $569 related
    Deferred
    $0 + $28,215 related
    Nontaxable benefits
    $0 + $35,362 related
    Filer's total
    $0 + $330,768 related

  • IVANA CHANG

    DIRECTOR, COMPLIANCE

    Total calculated
    $322,581
    From this org
    $250,660
    From related orgs
    $0
    Other
    $71,921
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $219,228
    Bonus
    $31,216
    Other
    $216
    Deferred
    $17,919
    Nontaxable benefits
    $54,002
    Filer's total
    $322,581

  • SAMAR S SHAKOOR

    DIR - PHYSICIAN RELATIONS

    Total calculated
    $308,230
    From this org
    $0
    From related orgs
    $242,954
    Other
    $65,276
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $229,604 related
    Bonus
    $0 + $13,148 related
    Other
    $0 + $202 related
    Deferred
    $0 + $26,059 related
    Nontaxable benefits
    $0 + $39,217 related
    Filer's total
    $0 + $308,230 related

  • DOROTHY NAIDU

    DIRECTOR, CLINICAL QUALITY

    Total calculated
    $301,372
    From this org
    $257,313
    From related orgs
    $0
    Other
    $44,059
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $223,802
    Bonus
    $32,337
    Other
    $1,174
    Deferred
    $16,581
    Nontaxable benefits
    $27,478
    Filer's total
    $301,372

  • DANIELLE KUMAR

    PRACTICE MANAGER

    Total calculated
    $274,373
    From this org
    $167,507
    From related orgs
    $0
    Other
    $106,866
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $155,628
    Bonus
    $11,585
    Other
    $294
    Deferred
    $11,020
    Nontaxable benefits
    $95,846
    Filer's total
    $274,373

  • SUSAN AULT

    PRACTICE MANAGER III

    Total calculated
    $252,569
    From this org
    $212,590
    From related orgs
    $0
    Other
    $39,979
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $196,787
    Bonus
    $14,490
    Other
    $1,313
    Deferred
    $11,917
    Nontaxable benefits
    $28,062
    Filer's total
    $252,569

  • CARMELA SOTO

    Executive Dir, Specialty Svcs

    Total calculated
    $182,077
    From this org
    $181,222
    From related orgs
    $0
    Other
    $855
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $166,183
    Bonus
    $14,805
    Other
    $234
    Deferred
    not reported
    Nontaxable benefits
    $855
    Filer's total
    $182,077

  • BILL THOMPSON

    Dir., Chair (as 1/1/25)

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • GRALYN JAQUES

    Director (AS OF 01/1/25)

    Total calculated
    $0
    Hours/week
    4

  • JOHN WALKER

    Dir., CHAIR (UNTIL 12/31/24)

    Total calculated
    $0
    Hours/week
    4

  • LISA ERBURU MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • MITCHELL COHEN MD

    Director/CMO (AS OF 1/16/25)

    Total calculated
    $0
    Hours/week
    50

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
PROCEDURES FOR DETERMINING COMPENSATION PCHA RELIED ON LPCH, A RELATED ORGANIZATION, TO DETERMINE THE COMENSATION OF ITS CEO. LPCH'S PROCESS FOR DETERMINING CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF LPCH. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED ANNUALLY PRIOR TO ANNUAL INCREASE PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS, AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES.
SCHEDULE J, PART I, LINE 4A
PATRICK IDEMOTO RECEIVED A SEVERANCE PAYMENT OF $577,242 IN CALENDAR YEAR 2024. THIS PAYMENT IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III).
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CERTAIN OFFICERS OF PCHA ARE PROVIDED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") TO SUPPLEMENT THEIR RETIREMENT BENEFITS BY LPCH, A RELATED ORGANIZATION. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) THE DATE OF DEATH, PRIOR TO PAYMENT OR FORFEITURE, WITH BENEFITS PAYABLE TO THE BENEFICIARY. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2024: DANA HAERING $ 103,459 PATRICK IDEMOTO $ 51,420 CHANTAL VOLEL-TORRES $ 45,500 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED ON SCHEDULE J, PART II, COLUMN (C).
SCHEDULE J, PART I, LINE 7
CERTAIN OFFICERS AND OTHERS AS ENUMERATED IN SCHEDULE J, PART II PARTICIPATE IN THE SERP, WHICH WAS DESCRIBED ABOVE UNDER SCHEDULE J, PART I, LINE 4B. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. PCHA HAS AN ANNUAL PERFORMANCE INCENTIVE PLAN. PERFORMANCE TARGETS AND PAYOUT METRICS ARE ESTABLISHED AND APPROVED BY THE COMPENSATION COMMITTEE AT THE BEGINNING OF EACH PERFORMANCE CYCLE. CERTAIN INDIVIDUALS ALSO RECEIVED BONUSES RECOMMENDED BY THE CEO and HR Director AND WERE APPROVED 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

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

  • BREP VII ALBERTA FDR (OFFSHORE) TE7 LP

    C CORP · INVESTMENTS · CA

    Directly controlled by NA

  • BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ

    C CORP · INVESTMENTS · CA

    Directly controlled by NA

  • CANARY SC FUND LTD

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • CLAT (14)

    TRUST · CHARITABLE TR

    Directly controlled by NA

  • CLUT (2)

    TRUST · CHARITABLE TR

    Directly controlled by NA

  • CRT (556)

    TRUST · CHARITABLE TR

    Directly controlled by NA

  • EAST SAIL

    C CORP · INVESTMENTS · MP

    Directly controlled by NA

  • ER-S REIT LLC

    C CORP · INVESTMENTS · DE

    Directly controlled by NA

  • ER-S REIT II LLC

    C CORP · INVESTMENTS · DE

    Directly controlled by NA

  • GAVEA INVESTMENT FUND II-C LP

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • HHBG SF LIMITED

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • KAIZEN FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • LS ALBERTA III LP

    C CORP · INVESTMENTS · UK

    Directly controlled by NA

  • LUMINA STRATEGIC SOLUTIONS FEEDER FUND (

    C CORP · INVESTMENTS · CA

    Directly controlled by NA

  • OTHER (3)

    TRUST · CHARITABLE TR · CA

    Directly controlled by NA

  • PIF (2)

    TRUST · CHARITABLE TR · CA

    Directly controlled by NA

  • PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP

    C CORP · INVESTMENTS · OH

    Directly controlled by NA

  • PROFESSIONAL EXCHANGE ASSURANCE COMPANY

    C CORP · INSURANCE · HI

    Directly controlled by NA

  • SBFF LTD

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • SOLKATT LIMITED

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • SPECIALTY EVENTS TRUST

    TRUST · DINING · MD

    Directly controlled by NA

  • STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)

    C CORP · EDUCATION · CH

    Directly controlled by NA

  • STANFORD IN JAPAN GODO KAISHA

    C CORP · EDUCATION · JA

    Directly controlled by NA

  • STANFORD INDIA PVT LTD

    C CORP · EDUCATION · IN

    Directly controlled by NA

  • STANFORD MEDICINE INTL (HONG KONG) CO LT

    C CORP · PATIENT SRVC · HK

    Directly controlled by NA

  • STANFORD UNIV MED NETWORK RISK AUTHORITY

    C CORP · RISK MGMT CON · CA

    Directly controlled by NA

  • TF-A FEEDER LTD

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • THE RUBRUM FUND

    C CORP · INVESTMENTS · UK

    Directly controlled by NA

  • TRIVISTA FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • TVC MATSU FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • VERMILION PEAK FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • WOODBOURNE CANADA PARTNERS II - CAYMAN

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
10 July 2026
IRS schema version
2024v5.2
Source object
202631979349300243

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