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Nonprofiteer
← 786 S FAIR OAKS AVENUE MOB

Form 990 for tax year 2024

Filed by 786 S FAIR OAKS AVENUE MOB.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$56,233,650
Total liabilities, end of year
$1,535,816
Net assets or fund balances, end of year
$54,697,834
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

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

    $0

  • 1g · Noncash contributions included above

    $0

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $14,897,834

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $41,335,816

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $41,335,816

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $1,535,816

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $54,697,834

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

Provide assistance to the community for the promotion of health and access to healthcare services

  • The primary purpose of this organization is to provide assistance to the community for the promotion of health and providing or expanding access to quality healthcare services in a manner that promotes health for the benefit of the community, by developing, constructing, owning, leasing and operating a medical treatment facility to make available to the community critical outpatient and other healthcare facilities.

As filed on the 2024 return.

Listed in Part VII

  • Lori J Morgan MD MBA

    Manager and CEO

    Total calculated
    $2,479,347
    From this org
    $0
    From related orgs
    $2,443,406
    Other
    $35,941
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,363,309 related
    Bonus
    $0 + $667,128 related
    Other
    $0 + $412,969 related
    Deferred
    $0 + $22,197 related
    Nontaxable benefits
    $0 + $13,744 related
    Filer's total
    $0 + $2,479,347 related

  • Steven L Mohr

    Manager and CFO

    Total calculated
    $1,441,441
    From this org
    $0
    From related orgs
    $1,314,721
    Other
    $126,720
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $741,233 related
    Bonus
    $0 + $517,048 related
    Other
    $0 + $56,440 related
    Deferred
    $0 + $106,373 related
    Nontaxable benefits
    $0 + $20,347 related
    Filer's total
    $0 + $1,441,441 related

  • Wayne Brandt

    Manager

    Total calculated
    $0
    Hours/week
    1 + 1 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
457(F) NON-QUALIFIED RETENTION PLAN: HUNTINGTON HOSPITAL ADOPTED A 457(F) NON-QUALIFIED RETENTION PLAN, EFFECTIVE DECEMBER 15, 2005. THE PURPOSE OF THE PLAN IS TO ENCOURAGE RETENTION OF PEOPLE WHO ARE CRITICAL TO THE LONG-TERM HEALTH AND MISSION OF OUR ORGANIZATION, AND TO ENCOURAGE THEM TO THINK IN TERMS OF SPENDING THEIR FULL CAREERS WITH US. THIS BENEFITS THE ORGANIZATION WITH CONTINUITY AND STABILITY OF KEY MEMBERS OF OUR LEADERSHIP TEAM. THE PLAN COVERS CERTAIN MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM OF PHA. AS MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM OF PHA, CERTAIN PERSONS LISTED ON PART VII OF THE 990 PARTICIPATE IN THE PLAN. THE BENEFITS ACCRUED FOR EACH INDIVIDUAL UNDER OUR 457(F) RETENTION PLAN WERE PAID IN A LUMP SUM UPON VESTING. PARTICIPANTS VEST AFTER THREE YEARS OF SERVICE. DURING THE VESTING PERIOD, THE RETENTION PLAN BENEFIT IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. THE FOLLOWING INDIVIDUAL RECEIVED A TAXABLE PAYOUT DURING 2024: LORI J MORGAN, MD, MBA - $37,777 Steve Mohr - $156,000 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN: HUNTINGTON HOSPITAL ADOPTED THE EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN, EFFECTIVE JANUARY 1, 2014, FOR THE BENEFIT OF A SELECT GROUP OF EXECUTIVE MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ABILITY OF THE HOSPITAL TO ATTRACT AND RETAIN QUALIFIED MANAGEMENT OR HIGHLY COMPENSATED PERSONNEL. PARTICIPATION IN THE PLAN IS LIMITED TO EMPLOYEES WHO (I) QUALIFY FOR INCLUSION IN A GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES', AND (II) ARE CLASSIFIED AS EXECUTIVES AT THE VICE PRESIDENT, AND SENIOR VICE PRESIDENT LEVEL OR ABOVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN AND RECEIVED A TAXABLE PAYOUT THAT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. THE 2024 PAYOUTS WERE RELATED TO THE INITIAL YEAR PLAN CONTRIBUTIONS FOR PARTICIPANTS THAT WERE VESTED IN THE INITIAL PLAN YEAR OF 2014: LORI J MORGAN, MD, MBA: $213,432 STEVE MOHR: $58,400 ADDITIONAL AMOUNTS RELATING TO THE 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN WERE ACCRUED DURING 2024 TO PROPERLY REFLECT PRIOR YEAR ACTIVITY.
Schedule J, Part I, Line 3 Supplemental Compensation Information
HUNTINGTON HOSPITAL, A RELATED ORGANIZATION, UNDERTAKES THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION. FOR A DESCRIPTION OF THE COMPENSATION DETERMINATION PROCESS, SEE THE DISCLOSURE FOR PART VI, LINES 15A AND 15B IN SCHEDULE O.

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.

  • ENDOSCOPY CTR OF SANTA MONICA LLC

    N/A · ENDOSCOPIES · CA

    Directly controlled by NA

  • ISS ASC HOLDINGS LLC

    N/A · INVESTMENT IN HEALTHCARE · CA

    Directly controlled by NA

  • INTERNATIONAL SPINE THOPEDIC INSTITUTE LLC

    N/A · MEDICAL INSTITUTE · DE

    Directly controlled by NA

  • SANTA MONICA IMAGING GROUP LLC

    N/A · IMAGING CENTER · CA

    Directly controlled by NA

  • CS-BH ASC HOLDINGS LLC

    N/A · HOLDING COMPANY · CA

    Directly controlled by NA

  • TORRANCE MEMORIAL SURGICAL CENTER

    N/A · SURGICAL SERVICES · CA

    Directly controlled by NA

  • 3565 DEL AMO ASSOCIATES A CALIFORNIA LIMITED PARTNERSHIP

    N/A · RENTAL REAL ESTATE · CA

    Directly controlled by NA

  • 90210 ASC VENTURE LLC

    N/A · AMBULATORY SURGERY CENTER · CA

    Directly controlled by NA

  • TIA-CEDARS MANAGEMENT

    N/A · INVESTMENT IN HEALTHCARE SERVICES · CA

    Directly controlled by NA

  • K HEALTH-CEDARS MANAGEMENT SERVICES ORGANIZATION LLC

    N/A · HEALTHCARE MANAGEMENT SERVICES · CA

    Directly controlled by NA

  • PASADENA ASC VENTURE LLC

    N/A · HOLDING COMPANY FOR AMBULATORY SURGERY CENTERS · CA

    Directly controlled by NA

Related corporations and trusts

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

  • CONGRESS SERVICES CORPORATION

    C Corporation · MANAGEMENT SERVIES · CA

    Directly controlled by NA

  • GRAVIDAS DIAGNOSTICS INC

    C Corporation · MEDICAL EQUIPMENT AND SUPPLIES MANUFACTURING · DE

    Directly controlled by NA

  • THIRD STREET INSURANCE COMPANY (SAC) LTD

    C Corporation · CAPTIVE INSURANCE · BD

    Directly controlled by NA

  • TRIAN PARTNERS II LTD

    C Corporation · INVESTMENTS · CJ

    Directly controlled by NA

  • CORONET VENTURES (SINGAPORE) PTE LTD

    C Corporation · BIOMEDICAL INNOCATION INVESTMENTS · SN

    Directly controlled by NA

  • LIQUID LOAN OPPORTUNITIES FUND LP

    C Corporation · INVESTMENTS · CJ

    Directly controlled by NA

  • CEDARS SINAI UK LTD

    C Corporation · CLINIC OPERATOR · UK

    Directly controlled by NA

  • CV PB Management Company BV

    C Corporation · Management Services · NL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
6 July 2026
IRS schema version
2024v5.1
Source object
202641879349301029

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