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Nonprofiteer
← PASADENA HOSPITAL ASSOCIATION LTD

Form 990 for tax year 2023

Filed by PASADENA HOSPITAL ASSOCIATION LTD.

Totals

Total revenue
$890,983,611
Total expenses
$859,664,087
Contributions and grants received
$76,215,758
Grants paid
$511,883
Program service revenue
$808,069,428
Investment income
$5,076,930
Other revenue
$1,621,495
Total assets, end of year
$1,258,193,705
Total liabilities, end of year
$594,426,200
Net assets or fund balances, end of year
$663,767,505
Program services expenses (Part IX)
$781,532,609
Management and general expenses
$74,378,847
Fundraising expenses
$3,752,631
Program service expenses (Part III)
$781,532,609

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Lori J Morgan MD MBA

    President and Chief Executive Officer

    Total calculated
    $2,876,150
    From this org
    $2,610,170
    From related orgs
    $0
    Other
    $265,980
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,334,859
    Bonus
    $817,662
    Other
    $457,649
    Deferred
    $252,236
    Nontaxable benefits
    $13,744
    Filer's total
    $2,876,150

  • MICHELLE QUINONES CHINO

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAUL JOHNSON

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WAYNE BRANDT

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Akila Gibbs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Armando L Gonzalez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRANDON LEW DO

    BOARD MEMBER

    Total calculated
    $117,600
    From this org
    $117,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Chris Mitchell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Christopher Hedley MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Daniel Murray

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • DAVID KIRCHHEIMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David M Wrigley

    BOARD MEMBER

    Total calculated
    $3,198,664
    From this org
    $0
    From related orgs
    $2,858,768
    Other
    $339,896
    Hours/week
    1 + 65 related

    Schedule J breakdown matched by us

    Base
    $0 + $969,495 related
    Bonus
    $0 + $1,107,948 related
    Other
    $0 + $781,325 related
    Deferred
    $0 + $314,509 related
    Nontaxable benefits
    $0 + $25,387 related
    Filer's total
    $0 + $3,198,664 related

  • Debbie Williams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Graham Olson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Erin Baker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Harry Bowles

    Board Member (THRU 1/24)

    Total calculated
    $120,000
    From this org
    $120,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JAYNIE STUDENMUND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mei-lee Ney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pete KUTZER

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • Peter Rosenberg MD

    BOARD MEMBER

    Total calculated
    $100,000
    From this org
    $100,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • R SCOTT JENKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Renee Ying

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ronald L Havner JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROSEMARY SIMMONS

    Director Emeritus (THRU 11/23)

    Total calculated
    $0
    Hours/week
    1

  • Sharon Arthofer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SIMON LI

    BOARD MEMBER (THRU 12/23)

    Total calculated
    $0
    Hours/week
    1

  • Thomas Priselac

    BOARD MEMBER

    Total calculated
    $8,808,801
    From this org
    $0
    From related orgs
    $7,559,774
    Other
    $1,249,027
    Hours/week
    1 + 66 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,463,228 related
    Bonus
    $0 + $3,478,690 related
    Other
    $0 + $1,617,856 related
    Deferred
    $0 + $1,229,126 related
    Nontaxable benefits
    $0 + $19,901 related
    Filer's total
    $0 + $8,808,801 related

  • Wafaa Alrashid

    President Elect

    Total calculated
    $188,577
    From this org
    $188,577
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $188,577
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $188,577

  • WILLIAM J BOGAARD

    BOARD MEMBER (THRU 12/23)

    Total calculated
    $0
    Hours/week
    1

  • Steven L Mohr

    Senior Vice President/Chief Financial Officer

    Total calculated
    $1,338,652
    From this org
    $1,162,869
    From related orgs
    $0
    Other
    $175,783
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $686,082
    Bonus
    $422,987
    Other
    $53,800
    Deferred
    $155,436
    Nontaxable benefits
    $20,347
    Filer's total
    $1,338,652

  • Bradley Mccoy

    Vice President, Construction/Facilities and Real Estate (thru 2/23)

    Total calculated
    $481,312
    From this org
    $475,956
    From related orgs
    $0
    Other
    $5,356
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $56,540
    Bonus
    $36,800
    Other
    $382,616
    Deferred
    $4,806
    Nontaxable benefits
    $550
    Filer's total
    $481,312

  • Caroline Balfour

    Vice President, Revenue Cycle (thru 8/23)

    Total calculated
    $542,045
    From this org
    $533,987
    From related orgs
    $0
    Other
    $8,058
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $58,138
    Bonus
    $132,395
    Other
    $343,454
    Deferred
    $7,016
    Nontaxable benefits
    $1,042
    Filer's total
    $542,045

  • Debra A Ortega

    Chief Human Resources Officer and Senior Vice President Administrative Services

    Total calculated
    $710,902
    From this org
    $649,372
    From related orgs
    $0
    Other
    $61,530
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $438,998
    Bonus
    $173,094
    Other
    $37,280
    Deferred
    $47,396
    Nontaxable benefits
    $14,134
    Filer's total
    $710,902

  • Gail Cinexi

    Vice President, Enterprise Clinical Services

    Total calculated
    $683,799
    From this org
    $563,821
    From related orgs
    $0
    Other
    $119,978
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $367,840
    Bonus
    $167,241
    Other
    $28,740
    Deferred
    $113,217
    Nontaxable benefits
    $6,761
    Filer's total
    $683,799

  • Gloria M Sanchez-Rico

    Senior Vice President and Chief Nursing Officer

    Total calculated
    $747,023
    From this org
    $658,954
    From related orgs
    $0
    Other
    $88,069
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $384,959
    Bonus
    $156,125
    Other
    $117,870
    Deferred
    $74,325
    Nontaxable benefits
    $13,744
    Filer's total
    $747,023

  • Jane Haderlein

    Senior Vice President Philanthropy and Public Relations

    Total calculated
    $1,107,488
    From this org
    $991,224
    From related orgs
    $0
    Other
    $116,264
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $493,560
    Bonus
    $346,000
    Other
    $151,664
    Deferred
    $95,956
    Nontaxable benefits
    $20,308
    Filer's total
    $1,107,488

  • John Corman

    senior vice president and chief clinical officer

    Total calculated
    $971,335
    From this org
    $959,454
    From related orgs
    $0
    Other
    $11,881
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $731,061
    Bonus
    $138,126
    Other
    $90,267
    Deferred
    $0
    Nontaxable benefits
    $11,881
    Filer's total
    $971,335

  • Nirav Kamdar

    Vice President, Quality Improvement and Clinical Operations

    Total calculated
    $742,452
    From this org
    $647,540
    From related orgs
    $0
    Other
    $94,912
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $497,510
    Bonus
    $124,757
    Other
    $25,273
    Deferred
    $88,121
    Nontaxable benefits
    $6,791
    Filer's total
    $742,452

  • Pamela Weatherspoon

    Vice President, Diversity, Equity, Inclusion, Wellness and Engagement

    Total calculated
    $561,176
    From this org
    $480,982
    From related orgs
    $0
    Other
    $80,194
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $331,746
    Bonus
    $144,036
    Other
    $5,200
    Deferred
    $73,399
    Nontaxable benefits
    $6,795
    Filer's total
    $561,176

  • Rajinder S Takhar

    Senior Vice President, Strategy and Provider Integration

    Total calculated
    $913,033
    From this org
    $793,488
    From related orgs
    $0
    Other
    $119,545
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $626,058
    Bonus
    $115,797
    Other
    $51,633
    Deferred
    $98,858
    Nontaxable benefits
    $20,687
    Filer's total
    $913,033

  • Terence Ou

    Vice President, Compliance, Risk and Support Services

    Total calculated
    $561,067
    From this org
    $474,261
    From related orgs
    $0
    Other
    $86,806
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $293,719
    Bonus
    $143,102
    Other
    $37,440
    Deferred
    $66,108
    Nontaxable benefits
    $20,698
    Filer's total
    $561,067

  • Catherine L Chadwell

    Executive Director, Philanthropy and Public Affairs

    Total calculated
    $427,671
    From this org
    $354,777
    From related orgs
    $0
    Other
    $72,894
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $263,940
    Bonus
    $90,837
    Other
    $0
    Deferred
    $58,766
    Nontaxable benefits
    $14,128
    Filer's total
    $427,671

  • Phuc Mai

    Director, Pharmacy Services

    Total calculated
    $379,869
    From this org
    $350,329
    From related orgs
    $0
    Other
    $29,540
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $300,001
    Bonus
    $38,021
    Other
    $12,307
    Deferred
    $9,232
    Nontaxable benefits
    $20,308
    Filer's total
    $379,869

  • Rajnish Jandial

    Executive Medical Director Patient Flow

    Total calculated
    $532,166
    From this org
    $485,004
    From related orgs
    $0
    Other
    $47,162
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $378,564
    Bonus
    $83,940
    Other
    $22,500
    Deferred
    $40,818
    Nontaxable benefits
    $6,344
    Filer's total
    $532,166

  • Scott A Armstrong

    Executive Director, Finance Operations

    Total calculated
    $377,755
    From this org
    $339,193
    From related orgs
    $0
    Other
    $38,562
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $299,639
    Bonus
    $27,775
    Other
    $11,779
    Deferred
    $18,265
    Nontaxable benefits
    $20,297
    Filer's total
    $377,755

  • Timothy S Albert

    Executive Medical Director/Huntington Health Physicians Chief Executive Officer

    Total calculated
    $585,968
    From this org
    $564,060
    From related orgs
    $0
    Other
    $21,908
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $53,132
    Bonus
    $48,700
    Other
    $462,228
    Deferred
    $20,313
    Nontaxable benefits
    $1,595
    Filer's total
    $585,968

  • Ranjit Hundal

    FORMER KEY EMPLOYEE

    Total calculated
    $175,309
    From this org
    $165,109
    From related orgs
    $0
    Other
    $10,200
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $165,109
    Deferred
    $10,200
    Nontaxable benefits
    $0
    Filer's total
    $175,309

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

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIUAL RECEIVED A SEVERANCE PAYMENT DURING 2023: RANJIT HUNDAL - $145,385 Timothy S ALBERT - $355,885 BRADLEY MCCOY - $268,923 CAROLINE BALFOUR - $236,733 THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION.
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 HH. AS MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM OF HH, 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 INDIVIDUALS RECEIVED A TAXABLE PAYOUT DURING 2023: JANE HADERLEIN - $111,362 TIMOTHY S. ALBERT - $28,800 BRADLEY MCCOY - $67,200 GLORIA SANCHEZ-RICO - $86641 CAROLINE BALFOUR - $65,733 LORI MORGAN - $257,250 DEBRA A ORTEGA - $91,476 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN: HH 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 2023 PAYOUTS WERE RELATED TO THE INITIAL YEAR PLAN CONTRIBUTIONS FOR PARTICIPANTS THAT WERE VESTED IN THE INITIAL PLAN YEAR OF 2014: JANE HADERLEIN - $16,560 RAJINDER S TAKHAR - $13,320 DEBRA A ORTEGA - $8,460 GLORIA SANCHEZ-RICO - $7,070 TERRENCE OU - $550 GAIL CINEXI - $6,240 ADDITIONAL AMOUNTS RELATING TO THE 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN WERE ACCRUED DURING 2023 TO PROPERLY REFLECT PRIOR YEAR ACTIVITY.
Schedule J, Part II RELATED ORGANIZATION NONQUALIFIED DEFERRED COMPENSATION
THOMAS PRISELAC AND DAVID WRIGLEY ARE BOARD MEMBERS AND OFFICERS OF A RELATED ORGANIZATION AND PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION PLANS. ONE IS A "GRANDFATHERED" TRADITIONAL DEFINED BENEFIT PLAN AND THE OTHER IS A SUPPLEMENTAL RETIREMENT ALLOWANCE PLAN. THE FOLLOWING RECEIVED PAYMENTS DURING THE YEAR ENDED DECEMBER 31, 2023 RELATED TO THE PLANS REFERENCED ABOVE: THOMAS PRISELAC - $1,234,854 DAVID WRIGLEY - $653,109

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.

  • CONGRESS SERVICES CORPORATION

    C Corporation · MANAGEMENT SERVICES · CA · 100% owned · share of income $317,607 · share of assets $1,013,121 · controlled entity

    Directly controlled by PHA

  • CHARITABLE REMAINDER TRUST (3)

    Trust · SUPPORT

    Directly controlled by NA

  • OPTIMATRIX HEALTH SOLUTIONS INC

    C Corporation · INACTIVE · CA · controlled entity

    Directly controlled by NA

  • OTOHARMONICS CORPORATION

    C Corporation · INACTIVE · DE · controlled entity

    Directly controlled by NA

  • GRAVIDAS DIAGNOSTICS INC

    C Corporation · MEDICAL EQUIPMENT AND SUPPLIES MANUFACTURING · DE · controlled entity

    Directly controlled by NA

  • THIRD STREET INSURANCE COMPANY (SAC) LTD

    C Corporation · CAPTIVE INSURANCE · BD · controlled entity

    Directly controlled by NA

  • TRIAN PARTNERS II LTD

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • CORONET VENTURES (SINGAPORE) PTE LTD

    C Corporation · BIOMEDICAL INNOCATION INVESTMENTS · SN · controlled entity

    Directly controlled by NA

  • LIQUID LOAN OPPORTUNITIES FUND LP

    C Corporation · INVESTMENTS · CJ · controlled entity

    Directly controlled by NA

  • CEDARS SINAI UK LTD

    C Corporation · CLINIC OPERATOR · UK · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349315534

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