Form 990 for tax year 2023
Filed by ANNENBERG CENTER AT EISENHOWER.
Totals
- Total revenue
- $5,098,975
- Total expenses
- $5,724,546
- Contributions and grants received
- $3,670,406
- Grants paid
- $0
- Program service revenue
- $669,111
- Investment income
- $759,458
- Other revenue
- $0
- Total assets, end of year
- $14,330,106
- Total liabilities, end of year
- $2,187,740
- Net assets or fund balances, end of year
- $12,142,366
- Program services expenses (Part IX)
- $4,861,933
- Management and general expenses
- $862,613
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,861,933
Program services were 84.9% 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.
-
1f · All other contributions, gifts and grants
$3,670,406
-
2a · Program service revenue: HEALTH CARE PROF EDUCATION
total $669,111 · related or exempt $669,111 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $500,283 · related or exempt $0 · unrelated business $0 · excluded $500,283
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $3,252,738
-
7b · Less cost or other basis and sales expenses
securities $2,993,563
-
7c · Gain or loss
securities $259,175 · other assets $0
-
7d · Net gain or loss
total $259,175 · related or exempt $0 · unrelated business $0 · excluded $259,175
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $1,198,189 · program services $958,551 · management and general $239,638 · fundraising $0
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $838,835 · program services $671,068 · management and general $167,767 · fundraising $0
-
8 · Pension plan contributions
total $93,320 · program services $74,656 · management and general $18,664 · fundraising $0
-
9 · Other employee benefits
total $598,769 · program services $479,015 · management and general $119,754 · fundraising $0
-
10 · Payroll taxes
total $145,078 · program services $116,062 · management and general $29,016 · fundraising $0
-
11a · Fees: management
total $633,185 · program services $538,207 · management and general $94,978 · fundraising $0
-
11b · Fees: legal
total $0 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $75,708 · program services $0 · management and general $75,708 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $15,100 · program services $0 · management and general $15,100 · fundraising $0
-
11g · Fees: other
total $1,307,512 · program services $1,287,314 · management and general $20,198 · fundraising $0
-
12 · Advertising and promotion
total $268,921 · program services $268,921 · management and general $0 · fundraising $0
-
13 · Office expenses
total $91,310 · program services $44,433 · management and general $46,877 · fundraising $0
-
14 · Information technology
total $54,796 · program services $54,248 · management and general $548 · fundraising $0
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $66,450 · program services $50,502 · management and general $15,948 · fundraising $0
-
17 · Travel
total $128,311 · program services $120,094 · management and general $8,217 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $6,983 · program services $6,285 · management and general $698 · fundraising $0
-
20 · Interest
total $0 · program services $0 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $0 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $14,618 · program services $11,694 · management and general $2,924 · fundraising $0
-
23 · Insurance
total $19,600 · program services $14,700 · management and general $4,900 · fundraising $0
-
24a · Other expenses: Intercompany Services
total $167,861 · program services $166,183 · management and general $1,678 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $400 · end of year $400
-
2 · Savings and temporary cash investments
beginning of year $6,006,185 · end of year $6,173,074
-
4 · Accounts receivable
beginning of year $99,975 · end of year $176,891
-
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
-
9 · Prepaid expenses and deferred charges
beginning of year $28,679 · end of year $28,016
-
10a · Land, buildings and equipment: cost or other basis
$262,722
-
10b · Land, buildings and equipment: accumulated depreciation
$256,271
-
10c · Land, buildings and equipment, net
beginning of year $21,069 · end of year $6,451
-
11 · Investments: publicly traded securities
beginning of year $6,362,185 · end of year $6,859,876
-
12 · Investments: other securities
beginning of year $25,471 · end of year $29,097
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $3,487,661 · end of year $1,056,301
-
17 · Accounts payable and accrued expenses
beginning of year $1,353,092 · end of year $1,253,384
-
19 · Deferred revenue
beginning of year $2,292,040 · end of year $934,356
-
22 · Loans and payables to officers and key people
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 $8,891,968 · end of year $8,469,616
-
28 · Net assets with donor restrictions
beginning of year $3,494,525 · end of year $3,672,750
Mission and programs · 2023
Mission
SEE SCHEDULE O
-
SEE SCHEDULE O
Expenses $4,861,933 · Revenue $669,111
As filed on the 2023 return.
Listed in Part VII
-
Merle R Bolton MDMERLE R BOLTON MD
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Alan Altman MDALAN ALTMAN MD
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara Barnes MD MsBARBARA BARNES MD MS
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David NearDAVID NEAR
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Green PhDJOSEPH GREEN PHD
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jr John Clancy PhDJR JOHN CLANCY PHD
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth WheatKENNETH WHEAT
BOARD DIRECTOR
- Total calculated
- $1,329,232
- From this org
- $0
- From related orgs
- $1,035,325
- Other
- $293,907
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $610,304 related
- Bonus
- $0 + $425,021 related
- Other
- $0
- Deferred
- $0 + $230,143 related
- Nontaxable benefits
- $0 + $63,764 related
- Filer's total
- $0 + $1,329,232 related
-
Leonard Fromer MDLEONARD FROMER MD
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Hendrix PhDMARY HENDRIX PHD
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Massoud G Dezfuli Do MBAMASSOUD G DEZFULI DO MBA
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mohammad Mojarad MDMOHAMMAD MOJARAD MD
BOARD DIRECTOR (PARTIAL YEAR)
- Total calculated
- $0
- Hours/week
- 1
-
William Bracciodieta MD MBAWILLIAM BRACCIODIETA MD MBA
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason AingeJASON AINGE
SECRETARY
- Total calculated
- $266,329
- From this org
- $0
- From related orgs
- $236,476
- Other
- $29,853
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $212,527 related
- Bonus
- $0 + $23,949 related
- Other
- $0
- Deferred
- $0 + $18,000 related
- Nontaxable benefits
- $0 + $11,853 related
- Filer's total
- $0 + $266,329 related
-
Michael HiteMICHAEL HITE
PRESIDENT/CEO
- Total calculated
- $320,864
- From this org
- $0
- From related orgs
- $285,670
- Other
- $35,194
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $270,670 related
- Bonus
- $0 + $15,000 related
- Other
- $0
- Deferred
- $0 + $23,397 related
- Nontaxable benefits
- $0 + $11,797 related
- Filer's total
- $0 + $320,864 related
-
Nick HumenNICK HUMEN
VP, FINANCE
- Total calculated
- $260,622
- From this org
- $0
- From related orgs
- $219,055
- Other
- $41,567
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $201,643 related
- Bonus
- $0 + $8,000 related
- Other
- $0 + $9,412 related
- Deferred
- $0 + $17,177 related
- Nontaxable benefits
- $0 + $24,390 related
- Filer's total
- $0 + $260,622 related
-
John BaylissJOHN BAYLISS
VP, BUSINESS DEVELOPMENT
- Total calculated
- $279,193
- From this org
- $0
- From related orgs
- $232,670
- Other
- $46,523
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $213,382 related
- Bonus
- $0 + $19,288 related
- Other
- $0
- Deferred
- $0 + $18,869 related
- Nontaxable benefits
- $0 + $27,654 related
- Filer's total
- $0 + $279,193 related
-
Anna MollANNA MOLL
Director- Program Budget & Eval Analytics
- Total calculated
- $180,551
- From this org
- $0
- From related orgs
- $142,189
- Other
- $38,362
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $134,189 related
- Bonus
- $0 + $8,000 related
- Other
- $0
- Deferred
- $0 + $11,946 related
- Nontaxable benefits
- $0 + $26,416 related
- Filer's total
- $0 + $180,551 related
-
Brett MutschlerBRETT MUTSCHLER
DIRECTOR, PROJECT MANAGEMENT
- Total calculated
- $184,683
- From this org
- $0
- From related orgs
- $159,722
- Other
- $24,961
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $151,722 related
- Bonus
- $0 + $8,000 related
- Other
- $0
- Deferred
- $0 + $13,108 related
- Nontaxable benefits
- $0 + $11,853 related
- Filer's total
- $0 + $184,683 related
-
Donald Gardenier
Nurse Practitioner Specialist
- Total calculated
- $228,523
- From this org
- $0
- From related orgs
- $187,190
- Other
- $41,333
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $187,190 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,732 related
- Nontaxable benefits
- $0 + $25,601 related
- Filer's total
- $0 + $228,523 related
-
Margot WilliamsMARGOT WILLIAMS
GRANT DEVELOPMENT DIRECTOR
- Total calculated
- $223,894
- From this org
- $0
- From related orgs
- $195,835
- Other
- $28,059
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $180,225 related
- Bonus
- $0 + $15,610 related
- Other
- $0
- Deferred
- $0 + $15,810 related
- Nontaxable benefits
- $0 + $12,249 related
- Filer's total
- $0 + $223,894 related
-
Sarah SteepletonSARAH STEEPLETON
DIRECTOR, INFORMATION TECHNOLOGY
- Total calculated
- $193,298
- From this org
- $0
- From related orgs
- $155,335
- Other
- $37,963
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $147,335 related
- Bonus
- $0 + $8,000 related
- Other
- $0
- Deferred
- $0 + $13,130 related
- Nontaxable benefits
- $0 + $24,833 related
- Filer's total
- $0 + $193,298 related
-
James L Reed JrJAMES L REED JR
FORMER OFFICER
- Total calculated
- $858,869
- From this org
- $0
- From related orgs
- $748,267
- Other
- $110,602
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $440,279 related
- Bonus
- $0 + $307,988 related
- Other
- $0
- Deferred
- $0 + $77,680 related
- Nontaxable benefits
- $0 + $32,922 related
- Filer's total
- $0 + $858,869 related
-
Samantha Heckman EsqSAMANTHA HECKMAN ESQ
FORMER OFFICER
- Total calculated
- $231,851
- From this org
- $0
- From related orgs
- $192,087
- Other
- $39,764
- Hours/week
- 0 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $192,087 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,293 related
- Nontaxable benefits
- $0 + $24,471 related
- Filer's total
- $0 + $231,851 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
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 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 COMPENSATION OF THE ORGANIZATION'S TOP EXECUTIVE IS DETERMINED BY WRITTEN EMPLOYMENT CONTRACT AND ACHS FINANCE/COMPENSATION COMMITTEE.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- ACHS HAS 457(B) AND 457(F) PLANS THROUGH EMC OFFERED TO PROVIDE AN OPPORTUNITY TO DEFER CURRENT SALARY AND/OR BONUS AS PART OF THE EXECUTIVE FLEXIBLE BENEFIT PLANS. EXECUTIVES MUST MAKE ELECTIONS PRIOR TO JULY 1ST, EACH YEAR. ELECTION MAY NOT REDUCE THE PARTICIPANT'S ANNUAL INCOME BELOW THE SOCIAL SECURITY WAGE BASE. DEFERRALS WILL BE CREATED MID-PLAN YEAR. PARTICIPANT ELECTS THE VESTING DATE FOR EACH YEAR'S DEFERRALS. THERE WERE NO DISTRIBUTIONS MADE TO INDIVIDUALS, LISTED IN FORM 990, PART VIII, SECTION A, FROM THE NON-QUALIFIED DEFERRED COMPENSATION 457(F) PLAN DURING THE YEAR.
- Schedule J, Part I, Line 7 Non-fixed payments
- BONUSES ARE DETERMINED AT THE OFFICIAL CLOSE OF THE FISCAL YEAR. ALL BONUS DISTRIBUTIONS REQUIRE REVIEW AND APPROVAL BY THE ACHS 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.
-
501(c)(3) · HOSPITAL · CA
Directly controlled by NA
-
BARBARA SINATRA CHILDREN'S CENTER
501(c)(3) · CHILD ABUSE · CA · controlled entity
Directly controlled by EMC
-
BARBARA SINATRA CHILDREN'S CENTER FDN
501(c)(3) · FUNDRAISING · CA · controlled entity
Directly controlled by BSCC
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.
-
EISENHOWER IMAGING CENTER
N/A · MEDICAL IMAGING · CA
Directly controlled by NA
-
RANCHO MIRAGE SURGICAL CENTER
N/A · SURGERY CENTER · CA
Directly controlled by NA
-
VIBRA REHABILITATION HOSPITAL
N/A · REHABILITATION · CA
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUSTS (29)
Trust · HOSPITAL SUPPORT · CA
Directly controlled by NA
-
EISENHOWER CONCIERGE SERVICES LLC
C Corporation · TO PROVIDE AT HOME CASH PAY NURSING SERVICES · CA
Directly controlled by EMC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521349349313402
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