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Nonprofiteer
← PHOENIX CHILDRENS HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by PHOENIX CHILDRENS HOSPITAL FOUNDATION.

Totals

Total revenue
$43,462,287
Total expenses
$38,550,751
Contributions and grants received
$39,488,020
Grants paid
$14,922,372
Program service revenue
$0
Investment income
$3,221,366
Other revenue
$752,901
Total assets, end of year
$174,437,076
Total liabilities, end of year
$272,997
Net assets or fund balances, end of year
$174,164,079
Program services expenses (Part IX)
$19,394,030
Management and general expenses
$6,109,622
Fundraising expenses
$13,047,099
Program service expenses (Part III)
$19,394,030

Program services were 50.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT L MEYER

    DIRECTOR/PRES & CEO OF PCH

    Total calculated
    $3,604,734
    From this org
    $0
    From related orgs
    $3,579,364
    Other
    $25,370
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,325,223 related
    Bonus
    $0 + $1,889,823 related
    Other
    $0 + $364,318 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $12,170 related
    Filer's total
    $0 + $3,604,734 related

  • SHEILA ZUIEBACK

    DIR./VICE CHAIR & SEC./TREAS.

    Total calculated
    $0
    Hours/week
    1

  • STEVEN S SCHNALL

    DIR./SR VP & CHIEF DEV OFFICER

    Total calculated
    $1,051,139
    From this org
    $0
    From related orgs
    $1,032,470
    Other
    $18,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $466,936 related
    Bonus
    $0 + $434,150 related
    Other
    $0 + $131,384 related
    Deferred
    $0 + $8,307 related
    Nontaxable benefits
    $0 + $10,362 related
    Filer's total
    $0 + $1,051,139 related

  • TAYLOR BURKE

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • AHRON COHEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEXA SCHNEIDER

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRIS STAMETS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J PAUL RHODES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN PINKUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN CZERWINSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT BINDLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAYLOR MELVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AARON PEACE

    AVP, Individual Giving

    Total calculated
    $238,226
    From this org
    $0
    From related orgs
    $231,211
    Other
    $7,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $203,906 related
    Bonus
    $0 + $27,115 related
    Other
    $0 + $190 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,015 related
    Filer's total
    $0 + $238,226 related

  • KELLEY MORRIS

    VP, INDIVIDUAL GIVING

    Total calculated
    $299,122
    From this org
    $0
    From related orgs
    $285,084
    Other
    $14,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $242,659 related
    Bonus
    $0 + $28,013 related
    Other
    $0 + $14,412 related
    Deferred
    $0 + $9,777 related
    Nontaxable benefits
    $0 + $4,261 related
    Filer's total
    $0 + $299,122 related

  • KELLY LANE

    VP, FOUNDATION OPERATIONS

    Total calculated
    $297,246
    From this org
    $0
    From related orgs
    $277,635
    Other
    $19,611
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $227,297 related
    Bonus
    $0 + $35,687 related
    Other
    $0 + $14,651 related
    Deferred
    $0 + $9,370 related
    Nontaxable benefits
    $0 + $10,241 related
    Filer's total
    $0 + $297,246 related

  • NICOLA LAWRENCE

    AVP, Individual Giving

    Total calculated
    $243,420
    From this org
    $0
    From related orgs
    $228,594
    Other
    $14,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $225,372 related
    Bonus
    $0 + $2,899 related
    Other
    $0 + $323 related
    Deferred
    $0 + $9,166 related
    Nontaxable benefits
    $0 + $5,660 related
    Filer's total
    $0 + $243,420 related

  • TIMOTHY HARRISON

    VP, CORPORATE PARTNERSHIPS

    Total calculated
    $313,271
    From this org
    $0
    From related orgs
    $289,288
    Other
    $23,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $224,737 related
    Bonus
    $0 + $49,386 related
    Other
    $0 + $15,165 related
    Deferred
    $0 + $11,345 related
    Nontaxable benefits
    $0 + $12,638 related
    Filer's total
    $0 + $313,271 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 3 Arrangement used to establish the top management official's compensation
THE TOP MANAGEMENT OFFICIAL'S COMPENSATION IS SUBJECT TO REVIEW AND DETERMINATION BY THE COMPENSATION COMMITTEE OF THE RELATED TAX-EXEMPT ORGANIZATION, PHOENIX CHILDREN'S HOSPITAL (PCH). OTHER EMPLOYEES ARE SUBJECT TO THE HUMAN RESOURCE POLICIES, INCLUDING COMPENSATION ARRANGEMENTS, OF PCH. PHOENIX CHILDREN'S HOSPITAL FOUNDATION DOES NOT HAVE ANY DIRECT EMPLOYEES. ALL PAYROLL IS CENTRALIZED THROUGH PCH (EIN 86-0422559). SALARY EXPENSE REPORTED ON FORM 990, PART IX, LINES 5 AND 7 REPRESENTS AN ALLOCATION OF SALARIES AND WAGES PAID BY PCH. THE FORM 941 REPORTING THESE SALARIES AND WAGES IS FILED UNDER THE PCH EIN.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
PHOENIX CHILDREN'S HOSPITAL (PCH) OFFERS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO CERTAIN EXECUTIVES OF THE ORGANIZATION. ELIGIBLE PARTICIPANTS ARE SELECTED BY THE PCH BOARD OF DIRECTORS. PARTICIPANT VESTING OCCURS UPON RETIREMENT, DISABILITY BEFORE SEPARATION, INVOLUNTARY SEPARATION (OTHER THAN FOR CAUSE) OR DEATH. THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE SERP PLAN AND RECEIVED A TAXABLE SERP PAYOUT DURING 2023 THAT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AS OTHER REPORTABLE COMPENSATION: ROBERT L. MEYER - $321,405 STEVEN S. SCHNALL - $83,078
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
ROBERT L. MEYER WAS ELIGIBLE FOR THE DISCRETIONARY INCENTIVE PLAN OF PHOENIX CHILDREN'S HOSPITAL (PCH), A RELATED ORGANIZATION, IN WHICH ONE OF THE PERFORMANCE MEASURES IS EBIDA FOR PCH. A SECOND PERFORMANCE MEASURE WAS THE TOTAL FUNDRAISING RESULTS OF PHOENIX CHILDREN'S HOSPITAL FOUNDATION. THIS INCENTIVE PLAN WAS APPROVED BY THE COMPENSATION COMMITTEE. STEVE S. SCHNALL, TIMOTHY HARRISON, KELLY LANE, KELLEY MORRIS, AARON PEACE AND NICOLA LAWRENCE WERE ALSO ELIGIBLE FOR A DISCRETIONARY INCENTIVE PLAN OF PCH.

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 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.

  • CHARITABLE REMAINDER TRUSTS (2)

    Trust · HOSPITAL SUPPORT · AZ · controlled entity

    Directly controlled by PCHF

Provenance

Return type
form_990
Tax year
2023
Filed
29 August 2024
IRS schema version
2023v5.1
Source object
202422429349301647

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