Skip to content
Nonprofiteer
← PIH HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by PIH HEALTH FOUNDATION.

Totals

Total revenue
$3,483,878
Total expenses
$2,499,902
Contributions and grants received
$3,498,688
Grants paid
$1,241,891
Program service revenue
$0
Investment income
$84,472
Other revenue
-$99,282
Total assets, end of year
$17,941,107
Total liabilities, end of year
$480,198
Net assets or fund balances, end of year
$17,460,909
Program services expenses (Part IX)
$1,241,891
Management and general expenses
$0
Fundraising expenses
$1,258,011
Program service expenses (Part III)
$1,241,891

Program services were 49.7% 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.

  • 1c · Fundraising events

    $1,052,495

  • 1e · Government grants (contributions)

    $446,085

  • 1f · All other contributions, gifts and grants

    $2,000,108

  • 1g · Noncash contributions included above

    $1,264

  • 3 · Investment income

    total $170,567 · excluded $170,567

  • 7a · Gross sales of assets other than inventory

    securities $164,784

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

    securities $250,879

  • 7c · Gain or loss

    securities -$86,095

  • 7d · Net gain or loss

    total -$86,095 · excluded -$86,095

  • 8a · Fundraising events: gross income

    $424,390

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

    $1,052,495

  • 8b · Fundraising events: direct expenses

    $523,672

  • 8c · Net income from fundraising events

    total -$99,282 · excluded -$99,282

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,241,891 · program services $1,241,891

  • 7 · Other salaries and wages

    total $399,144 · fundraising $399,144

  • 8 · Pension plan contributions

    total $15,171 · fundraising $15,171

  • 9 · Other employee benefits

    total $60,356 · fundraising $60,356

  • 10 · Payroll taxes

    total $33,031 · fundraising $33,031

  • 11e · Fees: professional fundraising services

    total $379,652 · fundraising $379,652

  • 11f · Fees: investment management

    total $27,290 · fundraising $27,290

  • 11g · Fees: other

    total $184,813 · fundraising $184,813

  • 13 · Office expenses

    total $46,745 · fundraising $46,745

  • 16 · Occupancy

    total $95,859 · fundraising $95,859

  • 17 · Travel

    total $1,216 · fundraising $1,216

  • 19 · Conferences, conventions and meetings

    total $8,600 · fundraising $8,600

  • 24a · Other expenses: LICENSES & FEES

    total $5,574 · fundraising $5,574

  • 24e · All other expenses

    total $560 · fundraising $560

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $11,915,593 · end of year $12,867,881

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

    $11,715

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

    $11,715

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $3,573,090 · end of year $5,073,226

  • 17 · Accounts payable and accrued expenses

    beginning of year $168,934 · end of year $360,594

  • 25 · Other liabilities

    beginning of year $113,683 · end of year $119,604

  • 27 · Net assets without donor restrictions

    beginning of year $7,883,198 · end of year $8,022,172

  • 28 · Net assets with donor restrictions

    beginning of year $7,322,868 · end of year $9,438,737

Mission and programs · 2022

Mission

TO RAISE FUNDS FOR PIH HEALTH HOSPITALS AND TO PROVIDE HEALTH EDUCATION SERVICES AND RELATED PROGRAMS TO THE COMMUNITY.

Activities or mission (Part I)

TO RAISE FUNDS FOR PIH HEALTH HOSPITALS.

  • FUNDS RAISED BY THE PIH HEALTH FOUNDATION ARE RELEASED TO PIH HEALTH FOR VARIOUS PROGRAMS AND SERVICES WHICH ARE OPERATED IN ACCORDANCE WITH THE ORGANIZATION'S EXEMPT PURPOSE. DONATIONS ARE RECEIVED FROM INDIVIDUALS, CORPORATIONS, GRANTS, FOUNDATIONS AND GOVERNMENT ENTITIES.

    Expenses $321,179 · Grants $321,179

  • FUNDS RAISED AND PROVIDED TO PIH HEALTH FOR CAPITAL ASSETS.

    Expenses $669,312 · Grants $669,312

  • FUNDS RAISED AND PROVIDED TO PIH HEALTH HOSPITAL FOR OPERATION OF ITS DISASTER RESOURCE CENTER: PIH HEALTH IS ONE OF 13 LOS ANGELES COUNTY-DESIGNATED DISASTER RESOURCE CENTERS (DRC'S) ESTABLISHED BY THE COUNTY TO ENSURE AVAILABILITY OF KEY CAPACITIES IN THE EVENT OF A TERRORIST INCIDENT OR OTHER PUBLIC HEALTH EMERGENCY. PIH HEALTH'S TEAM PARTICIPATES IN PERIODIC PLANNING MEETINGS AND DRILLS IN ORDER TO FINE-TUNE PREPARATIONS. PIH HEALTH'S SERVICE AS A DRC ENSURES THAT THE COMMUNITY HAS ACCESS TO ENHANCED SURGE CAPACITY RESOURCES-SUCH AS VENTILATORS, PHARMACEUTICALS, MEDICAL/SURGICAL SUPPLIES, LARGE TENT SHELTERS, AND, MOST IMPORTANTLY, THE HIGHLY-SKILLED STAFF-NEEDED TO RESPOND TO LARGE-SCALE DISASTER. PIH HEALTH ALSO HOSTS FREE DISASTER PREPAREDNESS CLASSES FOR THE COMMUNITY IN PARTNERSHIP WITH LOCAL EMERGENCY RESPONDERS THROUGH ROLE PLAYING DISASTER SCENARIOS. KEY RESPONDERS INCLUDE POLICE, FIRE, AMBULANCE COMPANIES, CITY WORKERS, SCHOOLS, LOCAL MEDIA, AND INTERNAL HOSPITAL STAFF. THESE ACTIVITIES GIVE KEY RESPONDERS THE OPPORTUNITY TO FINE-TUNE COMMUNICATION AND RESPONSE PLANS TO ENSURE BEST-POSSIBLE OUTCOMES IN THE EVENT OF AN ACTUAL DISASTER. CONTRIBUTIONS FOR DISASTER RESOURCE ARE RECEIVED FROM LA COUNTY PER AGREEMENTS DATED JANUARY 21, 2003 AND SUBSEQUENT AMENDMENTS.

    Expenses $251,400 · Grants $251,400

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

Listed in Part VII

  • Annette Atwood

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Beverly Mathis

    DIRECTOR & CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Richard Atwood

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 7.5 related

  • Richard Luciano

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    1.5

  • Yong Park MD

    DIRECTOR & CHAIR

    Total calculated
    $186,586
    From this org
    $0
    From related orgs
    $159,849
    Other
    $26,737
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,849 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,935 related
    Nontaxable benefits
    $0 + $16,847 related
    Filer's total
    $0 + $186,631 related

  • James West

    CEO

    Total calculated
    $2,402,376
    From this org
    $0
    From related orgs
    $2,046,653
    Other
    $355,723
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,506,821 related
    Bonus
    $0
    Other
    $0 + $539,832 related
    Deferred
    $0 + $335,520 related
    Nontaxable benefits
    $0 + $20,325 related
    Filer's total
    $0 + $2,402,498 related

  • Brian Smolskis 9282023

    SYSTEM COO

    Total calculated
    $1,253,853
    From this org
    $0
    From related orgs
    $1,034,811
    Other
    $219,042
    Hours/week
    1.5 + 46.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $838,304 related
    Bonus
    $0
    Other
    $0 + $196,507 related
    Deferred
    $0 + $196,657 related
    Nontaxable benefits
    $0 + $22,507 related
    Filer's total
    $0 + $1,253,975 related

  • Peggy Chulack

    ASST SECRETARY

    Total calculated
    $1,188,124
    From this org
    $0
    From related orgs
    $995,412
    Other
    $192,712
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $826,709 related
    Bonus
    $0
    Other
    $0 + $168,703 related
    Deferred
    $0 + $178,274 related
    Nontaxable benefits
    $0 + $14,760 related
    Filer's total
    $0 + $1,188,446 related

  • Vid Shivaraman

    CFO & ASST TREASURER

    Total calculated
    $900,280
    From this org
    $0
    From related orgs
    $749,812
    Other
    $150,468
    Hours/week
    1.5 + 50.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $681,460 related
    Bonus
    $0
    Other
    $0 + $68,352 related
    Deferred
    $0 + $141,186 related
    Nontaxable benefits
    $0 + $9,404 related
    Filer's total
    $0 + $900,402 related

  • Amy Fitzgerald

    VICE PRESIDENT

    Total calculated
    $444,336
    From this org
    $0
    From related orgs
    $367,557
    Other
    $76,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $318,282 related
    Bonus
    $0
    Other
    $0 + $49,275 related
    Deferred
    $0 + $56,244 related
    Nontaxable benefits
    $0 + $20,657 related
    Filer's total
    $0 + $444,458 related

  • Gina Adams

    MAJOR GIFTS OFFICER

    Total calculated
    $135,055
    From this org
    $112,363
    From related orgs
    $0
    Other
    $22,692
    Hours/week
    40

  • Anita Chou

    FORMER ASST. TREASURER

    Total calculated
    $119,028
    From this org
    $0
    From related orgs
    $119,014
    Other
    $14
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + -$14 related
    Bonus
    $0
    Other
    $0 + $119,028 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14 related
    Filer's total
    $0 + $119,028 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR THE CEO WAS ESTABLISHED AND PAID BY PIH HEALTH WHITTIER HOSPITAL, ("PHWH"), A RELATED ORGANIZATION. PHWH USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) FORM 990 OF OTHER ORGANIZATIONS; (4) COMPENSATION SURVEY OR STUDY; (5) APPROVAL BY THE BOARD.
PART I, LINES 4A-B:
PART I, LINE 4A: ANITA CHOU RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR. THE PAYMENTS ARE INCLUDED IN PART VII, COLUMN D (E) AND SCHEDULE J, PART II, COLUMN B(III). THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST.
PART I, LINE 4B:
PIH HEALTH INC. AND ITS AFFILIATES PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE PLAN: PEGGY CHULACK JAMES WEST AMY FITZGERALD VID SHIVARAMAN BRIAN SMOLSKIS
SCHEDULE J, PART II, COLUMN (B)(III):
THE FOLLOWING AMOUNTS BECAME VESTED OR WERE PAID-OUT IN 2022 AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III): JAMES WEST $517,243 BRIAN SMOLSKIS $188,312 PEGGY CHULACK $120,897 VID SHIVARAMAN $61,131 AMY FITZGERALD $43,861

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.

  • PIH HEALTH INSURANCE COMPANY

    T · CAPTIVE INSURANCE · HI · controlled entity

  • PIH HEALTH CARE SOLUTIONS

    C · HEALTHCARE · CA · controlled entity

  • DRMC PROPERTIES INC

    C · REAL ESTATE · CA · controlled entity

  • PIH HEALTH RE

    T · CAPTIVE INSURANCE · HI · controlled entity

  • HEALTHMED SERVICES INC

    C · HEALTHCARE · CA · controlled entity

  • PIONEER MEDICAL GROUP INC

    C · MEDICAL SERVICES · CA · controlled entity

  • PIONEER PROVIDER NETWORK A MEDICAL GROUP INC

    C · MANAGEMENT SERVICES · CA · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
6 August 2024
IRS schema version
2022v5.0
Source object
202402199349301580

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.