HUNTINGTON MEDICAL FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGTON MEDICAL FOUNDATION (EIN 95-4434428)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201843189349312224
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T14:59:52-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CORSON ST STE 200 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911033841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954434428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON MEDICAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 6263978306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 N ALTADENA DRIVE 2ND FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAJINDER TAKHAR | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6263978333 | PhoneNum |
| Signature | 2018-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL P AMERIO | PreparerPersonNm |
| PTIN | P00914537 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 16:59:52 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 671B9EC4C790B311AA1E9F13F110E1F7F4B6ADB2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1AF3C33E068449F31F79581828F5FE3880F7053F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBA HUNTINGTON HEALTH PHYSICIANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RAJINDER TAKHAR | PrincipalOfficerNm |
| Gross Receipts | $40,576,733 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUNTINGTONHEALTHPHYSICIANS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE THE HIGHEST QUALITY, MOST PATIENT FRIENDLY HEALTHCARE THROUGH INNOVATIVE PROGRAMS. WE ARE RESPONSIVE TO OUR COMMUNITY'S NEED AND SENSITIVE TO FINANCIAL RESPONSIBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 208 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,777,789 | PYContributionsGrantsAmt |
| CY Contributions Grants | $568,803 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,319,765 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,007,930 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $34,097,554 | PYTotalRevenueAmt |
| CY Total Revenue | $40,576,733 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,070,070 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,271,311 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,351,048 | PYOtherExpensesAmt |
| CY Other Expenses | $33,750,963 | CYOtherExpensesAmt |
| PY Total Expenses | $36,421,118 | PYTotalExpensesAmt |
| CY Total Expenses | $45,022,274 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,323,564 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,445,541 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,452,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,245,061 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,240,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,478,586 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,787,984 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$10,233,525 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE THE HIGHEST QUALITY, MOST PATIENT FRIENDLY HEALTHCARE THROUGH INNOVATIVE PROGRAMS. WE ARE RESPONSIVE TO OUR COMMUNITY'S NEED AND SENSITIVE TO FINANCIAL RESPONSIBLITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,764,592 | ExpenseAmt |
| Revenue | $31,115,656 | RevenueAmt |
| Desc | HUNTINGTON MEDICAL FOUNDATION'S ("FOUNDATION") ACTIVITY IN PUBLIC HEALTH EDUCATION, DELIVERY OF COMMUNITY MEDICAL SERVICES AND URGENT CARE SERVICES THROUGH PASADENA COMMUNITY URGENT CARE, A SEPARATE DIVISION OF THE FOUNDATION. SEE SCHEDULE O FOR ADDITIONAL DETAILS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,019,167 | ExpenseAmt |
| Revenue | $8,774,296 | RevenueAmt |
| Desc | HUNTINGTON MEDICAL FOUNDATION PROVIDES BREAST HEALTH, CANCER SCREENING AND DIAGNOSIS SERVICES THROUGH THE JIM & ELEANOR RANDALL BREAST CENTER, LOCATED AT THE HUNTINGTON PAVILION IN PASADENA. SERVICES INCLUDE MAMMOGRAPHY, ULTRASOUND, BIOPSY, EDUCATION AND RESEARCH. SEE SCHEDULE O FOR ADDITIONAL DETAILS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $115,045 | ExpenseAmt |
| Revenue | $117,978 | RevenueAmt |
| Desc | HUNTINGTON MEDICAL FOUNDATION ACTIVELY PARTICIPATES IN MEDICAL RESEARCH PROGRAMS. CURRENTLY WE HAVE PARTICIPANTS IN PHASE III, IV AND V CLINICAL TRIALS. SEE SCHEDULE O FOR ADDITIONAL DETAILS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HUNTINGTON MEDICAL FOUNDATION PROVIDES HEALTH CARE AND PREVENTION SERVICES TO THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,898,804 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 208 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT ARMSTRONG | PersonNm |
| Phone | 6263978596 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CALIFORNIA BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LORI MORGAN MDFROM 917 | |||||||||
| CHAIRMAN/PRE | 1.00 | 55.00 | Yes (X) | Yes (X) | $0 | $278,595 | $20,184 | ||
| STEPHEN A RALPHUNTIL 817 | |||||||||
| CHAIRMAN/PRE | 1.00 | 55.00 | Yes (X) | Yes (X) | $0 | $1,139,299 | $134,569 | ||
| RAJINDER TAKHAR | |||||||||
| PRESIDENT/CE | 6.00 | 48.00 | Yes (X) | Yes (X) | $0 | $722,070 | $110,767 | ||
| RICHARD WEAR MD | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $352,984 | $8,227 | |||
| TODD TURNER MD | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $361,406 | $9,852 | |||
| ADRIAN CASTRO MD | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $278,397 | $10,353 | |||
| CHIEN FANG MD | |||||||||
| VICE CHAIR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $279,127 | $667 | ||
| ALLEN W MATHIES JR MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $18,503 | $0 | |||
| BRAULIO MONTESINO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL HOLMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA GAMB | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HENGAMEH MONSEF | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $309,755 | $0 | |||
| MARITESS YEE | |||||||||
| COO | 1.00 | 40.00 | Yes (X) | $0 | $295,238 | $11,782 | |||
| STUART MILLER | |||||||||
| DIRECTOR | 1.00 | 16.00 | $0 | $385,361 | $0 | Yes (X) | |||
| SCOTT ARMSTRONG | |||||||||
| EXECUTIVE DI | 6.00 | 48.00 | $0 | $241,944 | $29,159 | Yes (X) | |||
| ILIN OHANESSIANS | |||||||||
| DIR OF AMBUL | 48.00 | 6.00 | $0 | $219,284 | $25,491 | Yes (X) | |||
| ANDRE JONES | |||||||||
| IT DIRECTOR | 40.00 | $119,631 | $0 | $9,135 | Yes (X) | ||||
| BECKY LOPEZ | |||||||||
| RESEARCH COO | 40.00 | $110,997 | $0 | $1,569 | Yes (X) | ||||
| VIRGILIO MENDOZA | |||||||||
| INFORMATICS | 40.00 | $101,136 | $0 | $8,168 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $331,764 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,881,963 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $379,923 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CMBS MEDICAL BUSINESS SERVICES | |||||
| 1ST AVE 201 | ARCADIA | CA | 91006 | MANAGEMENT SERV | $4,299,592 |
| THE HILL MEDICAL CORPORATION | |||||
| 625 S FAIR OAKS AVE STE 180 | PASADENA | CA | 91105 | PROF SERVICES | $2,700,366 |
| ALLSCRIPTS LLC | |||||
| 8529 SIX FORKS ROAD | RALEIGH | NC | 27615 | INFORMATION | $947,271 |
| EH BUTLAND | |||||
| 6100 YOLANDA AVE | RESEDA | CA | 91355 | MAINTENANCE | $526,081 |
| DAVID FISCHEL | |||||
| 7266 FRANKLIN APT 405 | LOS ANGELES | CA | 90046 | PROF SERV | $252,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $568,803 | RelatedOrganizationsAmt |
| Noncash Contributions | $568,803 | NoncashContributionsAmt |
| Total Contributions | $568,803 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FDN-PATIENT CARE | 621110 | $38,301,035 | $38,301,035 |
| HCP-CAPITATION | 900099 | $1,571,013 | $1,571,013 |
| CLINICAL RESEARCH-PATIENT | 621110 | $118,176 | $118,176 |
| OTHER REVENUE | 621110 | $17,706 | $17,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,007,930 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,576,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,007,930 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,150,982 | TotalAmt |
| Program Services | $7,087,605 | ProgramServicesAmt |
| Management And General | $2,063,377 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,324 | TotalAmt |
| Program Services | $126,356 | ProgramServicesAmt |
| Management And General | $22,968 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192,872 | TotalAmt |
| Program Services | $941,083 | ProgramServicesAmt |
| Management And General | $251,789 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,133 | TotalAmt |
| Program Services | $622,941 | ProgramServicesAmt |
| Management And General | $155,192 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,843 | TotalAmt |
| Management And General | $116,843 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,995 | TotalAmt |
| Management And General | $40,995 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,303 | TotalAmt |
| Management And General | $85,303 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,749,507 | TotalAmt |
| Program Services | $14,557,201 | ProgramServicesAmt |
| Management And General | $1,192,306 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,575 | TotalAmt |
| Program Services | $4,426 | ProgramServicesAmt |
| Management And General | $134,149 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,806,875 | TotalAmt |
| Program Services | $6,647,968 | ProgramServicesAmt |
| Management And General | $1,158,907 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,362 | TotalAmt |
| Program Services | $99,556 | ProgramServicesAmt |
| Management And General | $700,806 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,309,462 | TotalAmt |
| Program Services | $2,722,116 | ProgramServicesAmt |
| Management And General | $587,346 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,055 | TotalAmt |
| Program Services | $6,621 | ProgramServicesAmt |
| Management And General | $8,434 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,056 | TotalAmt |
| Program Services | $13,575 | ProgramServicesAmt |
| Management And General | $481 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,585 | TotalAmt |
| Program Services | $202,966 | ProgramServicesAmt |
| Management And General | $810,619 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,251 | TotalAmt |
| Program Services | $558,397 | ProgramServicesAmt |
| Management And General | $167,854 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES | $2,545,234 | $2,545,234 | |
| BILLING & COLLECTION SERV | $451,478 | $451,478 | |
| REPAIRS & MAINTENANCE | $425,333 | $421,501 | $3,832 |
| WASTE TREATMENT/DISPOSAL | $116,722 | $116,722 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,327 | TotalAmt |
| Program Services | $224,536 | ProgramServicesAmt |
| Management And General | $170,791 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,022,274 | TotalAmt |
| Program Services | $36,898,804 | ProgramServicesAmt |
| Management And General | $8,123,470 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,322 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,417,525 | BOYAmt |
| EOY | $3,453,693 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,547 | BOYAmt |
| EOY | $1,556,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,543,541 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,338,050 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,479,139 | BOYAmt |
| EOY | $5,205,491 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,933,893 | BOYAmt |
| EOY | $28,974 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,452,426 | BOYAmt |
| EOY | $10,245,061 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,668,100 | BOYAmt |
| EOY | $1,965,867 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,447 | BOYAmt |
| EOY | $266,135 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,311,863 | BOYAmt |
| EOY | $18,246,584 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,240,410 | BOYAmt |
| EOY | $20,478,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,787,984 | BOYAmt |
| EOY | -$10,233,525 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,787,984 | BOYAmt |
| EOY | -$10,233,525 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,452,426 | BOYAmt |
| EOY | $10,245,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,445,541 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,696,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,435,852 | DepreciationAmt |
| Book Value | $1,260,502 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,268,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,897,560 | DepreciationAmt |
| Book Value | $3,371,008 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,578,619 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,004,638 | DepreciationAmt |
| Book Value | $573,981 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,205,491 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYABLE TO PASADENA HOSPITAL ASSOC. | $13,297,328 |
| ACCOUNTS PAYABLE - HMH | $2,674,292 |
| ACCRUED PAYROLL AND EMPLOYEE BENEFIT | $1,164,626 |
| PAYABLE TO CMBS | $1,082,289 |
| CASH OVERDRAFT | $28,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,246,584 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE GROUP COMPLETED AN ANALYSIS OF ITS TAX POSITIONS, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE GROUP HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE GROUP IS SUBJECT TO ROUTINE AUDITS BY THE TAXIING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE GROUP BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|
| LORI MORGAN MDFROM 917 | |||||||
| CHAIRMAN/PRESIDENT | $224,311 | $54,284 | $15,900 | $4,284 | $298,779 | ||
| STEPHEN A RALPHUNTIL 817 | |||||||
| CHAIRMAN/PRESIDENT | $724,699 | $194,600 | $123,792 | $10,777 | $1,273,868 | $220,000 | $168,000 |
| RAJINDER TAKHAR | |||||||
| PRESIDENT/CEO | $464,864 | $21,206 | $94,474 | $16,293 | $832,837 | $236,000 | |
| RICHARD WEAR MD | |||||||
| DIRECTOR | $276,749 | $8,227 | $361,211 | $76,235 | |||
| TODD TURNER MD | |||||||
| DIRECTOR | $201,046 | $9,852 | $371,258 | $160,360 | |||
| ADRIAN CASTRO MD | |||||||
| DIRECTOR | $230,306 | $10,353 | $288,750 | $48,091 | |||
| CHIEN FANG MD | |||||||
| VICE CHAIR | $172,193 | $667 | $279,794 | $106,934 | |||
| HENGAMEH MONSEF | |||||||
| DIRECTOR | $309,755 | $309,755 | |||||
| MARITESS YEE | |||||||
| COO | $149,115 | $18,000 | $6,393 | $5,389 | $307,020 | $128,123 | |
| STUART MILLER | |||||||
| DIRECTOR | $159,871 | $159,352 | $385,361 | $66,138 | |||
| SCOTT ARMSTRONG | |||||||
| EXECUTIVE DIRECTOR | $207,214 | $8,437 | $13,256 | $15,903 | $271,103 | $26,293 | |
| ILIN OHANESSIANS | |||||||
| DIR OF AMBULATORY OP | $195,241 | $7,937 | $8,965 | $16,526 | $244,775 | $16,106 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 4 | LORI MORGAN, MD(FROM 9/17) 0 15,900 0 STEPHEN A. RALPH(UNTIL 8/17) 0 25,000 0 RAJINDER TAKHAR 0 83,063 0 |
| SCHEDULE J, PART III | 457(F) RETIREMENT PLAN: PASADENA HOSPITAL ASSOCIATION (PHA) ADOPTED A 457(F) RETIREMENT PLAN, EFFECTIVE DECEMBER 15, 2005 TO ENCOURAGE KEY MANAGEMENT EMPLOYEES TO CONTINUE THEIR CONTRIBUTIONS TO THE SUCCESS OF PHA. THIS PLAN IS CLOSED TO NEW PARTICIPANTS AS OF JANUARY 1, 2014. 457(F) RETENTION PLAN: PASADENA HOSPITAL ASSOCIATION (PHA) ADOPTED THE 457(F) RETENTION PLAN, EFFECTIVE DECEMBER 15, 2005 TO ENCOURAGE KEY MANAGEMENT EMPLOYEES TO CONTINUE THEIR CONTRIBUTIONS TO THE SUCCESS OF PHA. THE PLAN COVERS SELECT EMPLOYEES WHO ARE NOT ELIGIBLE TO PARTICIPATE IN THE 457(F) RETIREMENT PLAN OR WHO WERE ELIGIBLE, BUT ELECTED NOT TO PARTICIPATE IN THE 457(F) RETIREMENT PLAN. 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN: PASADENA HOSPITAL ASSOCIATION (PHA) 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 PHA 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 -SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES", (II) ARE CLASSIFIED AS EXECUTIVES AT THE VICE PRESIDENT, SENIOR VICE PRESIDENT AND EXECUTIVE VICE PRESIDENT LEVEL OR ABOVE, AND (III) ARE NOT PARTICIPATING IN THE 457(F) RETIREMENT PLAN. SENIOR VICE PRESIDENT AND EXECUTIVE VICE PRESIDENT LEVEL OR ABOVE, AND (III) ARE NOT PARTICIPATING IN THE 457(F) RETIREMENT PLAN. SCHEDULE J, PART II, COLUMN B(II) THE INCENTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD SELECTED MANAGEMENT STAFF FOR CONTRIBUTING TO THE SUCCESSFUL ACHIEVEMENT OF PHA'S ANNUAL OBJECTIVES AND STRATEGIC GOALS, IN CONJUNCTION WITH THE SUCCESSFUL ACHIEVEMENT OF AGREED-UPON DEPARTMENT AND INDIVIDUAL OBJECTIVES AND GOALS. THIS PLAN REWARDS PARTICIPANTS BY CREATING A DIRECT LINK BETWEEN COMPENSATION AND PHA'S PERFORMANCE. THE EVALUATING TOOL USED TO MEASURE OUTCOMES FROM THE PLAN YEAR AND TO CALCULATE AN INCENTIVE PLAN PAYOUT IS THE ANNUAL PERFORMANCE SCORECARD. THE ORGANIZATIONAL OBJECTIVES AND GOALS MEASURE FOUR KEY AREAS OF PERFORMANCE IDENTIFIED AS MOST IMPORTANT TO PHA'S STRATEGIC INITIATIVES. THE FOUR PERFORMANCE AREAS ARE: -QUALITY -FINANCIAL SUSTAINABILITY -PHYSICIAN COLLABORATION -COMMUNITY ENGAGEMENT BOTH THE PERFORMANCE SCORECARD AND THE INCENTIVE PLAN ARE BASED ON A CALENDAR-YEAR. CRITERIA THE INCENTIVE PLAN PARTICIPANT MUST BE: 1. EMPLOYED IN AN ELIGIBLE POSITION FOR AT LEAST SIX MONTHS DURING THE PLAN YEAR. 2. BE ON ACTIVE STATUS IN THIS POSITION ON THE DAY OF THE PAYOUTS FROM PAYROLL. 3. IN GOOD STANDING WITH NO FORMAL DISCIPLINARY ACTION DURING THE PLAN YEAR. THE PLAN BECOMES EFFECTIVE IF PHA ACHIEVES 90% OF THE BUDGETED OPERATING NET INCOME FOR THE FISCAL YEAR. IF PHA DOES NOT ACHIEVE 90% OF THE BUDGETED OPERATING NET INCOME, INCENTIVE COMPENSATION WILL NOT BE PAID UNLESS AUTHORIZED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS AND/OR THEIR DESIGNEE SHALL HAVE FULL POWER AND AUTHORITY TO ESTABLISH PERFORMANCE CRITERIA UNDER THE PLAN, DETERMINE THE ELIGIBILITY OF PERSONS TO BECOME PARTICIPANTS, TO SELECT PARTICIPANTS, TO MAKE AWARDS TO PARTICIPANTS, TO TERMINATE THE DESIGNATION OF A PARTICIPANT OR TO INCREASE OR REDUCE THE AMOUNT OF INCENTIVE COMPENSATION AWARDED TO PARTICIPANTS AND TO ADOPT AND REVISE SUCH RULES AND PROCEDURES AS IT SHALL DEEM NECESSARY FOR THE ADMINISTRATION OF THE PLAN. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $568,803 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III | QUESTIONS 4A-C ADDITIONAL STATEMENT REGARDING PROGRAM SERVICE ACCOMPLISHMENTS FOUNDED IN 1994, THE HUNTINGTON MEDICAL FOUNDATION'S (HMF)DBA HUNTINGTON HEALTH PHYSICIANS, MISSION IS TO PROVIDE THE HIGHEST QUALITY, MOST PATIENT FRIENDLY HEALTHCARE TO THE COMMUNITY THROUGH INNOVATIVE PROGRAMS, DEDICATED PROFESSIONALS AND THE CREATION OF SYNERGISTIC COLLABORATIONS BETWEEN THE PRIVATE AND PUBLIC SECTORS. HMF IS A CALIFORNIA NONPROFIT, PUBLIC BENEFIT CORPORATION LOCATED IN THE SAN GABRIEL VALLEY AND AFFILIATED WITH PASADENA HOSPITAL ASSOCIATION, DOING BUSINESS AS HUNTINGTON MEMORIAL HOSPITAL. WE ARE DEDICATED TO IMPROVING THE EFFICIENCY AND UTILIZATION OF HEALTH SERVICES WHILE MAINTAINING AN IMPORTANT BALANCE IN THE QUALITY OF CARE DELIVERED TO THE COMMUNITY. THE PRIMARY OBJECTIVE OF HMF IS THE OPERATION OF A HEALTH MANAGEMENT SERVICES ORGANIZATION TO PROVIDE MEDICAL SERVICES TO THE COMMUNITY. HMF PROVIDES HEALTH AND EDUCATIONAL SERVICES TO THE LOCAL COMMUNITY SUCH AS: - MAINTAINS AN ONSITE IMMUNIZATION CLINIC, LOCATED AT THE PASADENA COMMUNITY URGENT CARE, AS WELL AS PROVIDING IMMUNIZATION FAIRS AROUND THE SAN GABRIEL VALLEY. - PROVIDES OCCUPATIONAL HEALTHCARE OFFERING WORKERS COMP, EMPLOYEE SCREENINGS, AND HEALTH AND WELLNESS CONSULTATIONS TO THE LOCAL BUSINESS COMMUNITY. - PROVIDES HEALTH CARE AND PREVENTION SERVICES TO THE COMMUNITY. -PROVIDES BREAST HEALTH, CANCER SCREENING AND DIAGNOSIS SERVICES THROUGH THE JIM & ELEANOR RANDALL BREAST CENTER, LOCATED AT THE HUNTINGTON PAVILLION IN PASADENA. SERVICES INCLUDE MAMMOGRAPHY, ULTRASOUND, BIOPSY, EDUCATION AND RESEARCH. - PARTICIPATES, HOSTS, SPONSORS AND PROVIDES HEALTH EDUCATION SERVICES TO THE COMMUNITY THROUGH PROGRAMS AT THE YMCA, LOCAL SCHOOLS, AND OTHER AGENCIES ON TOPICS SUCH AS EFFECTIVE PARENTING, DIET AND WEIGHT MANAGEMENT, ASTHMA, ALLERGY MANAGEMENT AND SEX EDUCATION FOR PARENTS AND YOUTH. - PROMOTES THE OVERALL HEALTH OF THE COMMUNITY AT LARGE, PARTNERING WITH THE PASADENA HEALTH CONSORTIUM, TO PROVIDE SERVICES THAT FOCUS ON IMPROVING THE HEALTH, WELFARE AND GENERAL QUALITY OF LIFE TO THE RESIDENTS OF THE COMMUNITY. - ACTIVELY PARTICIPATES IN MEDICAL RESEARCH PROGRAMS. CURRENTLY, WE HAVE PARTICIPANTS IN PHASE III, IV, AND V CLINICAL TRIALS. THE HUNTINGTON MEDICAL FOUNDATION HAS A PROVEN HISTORY OF PROVIDING CHRONIC CARE TO PATIENTS IN THE SAN GABRIEL VALLEY. HMF MANAGES THREE ADULT MEDICINE OFFICES, THREE PEDIATRIC OFFICES, TWO SPECIALTY CARE OFFICES, AN URGENT CARE CLINIC, AN OCCUPATIONAL MEDICINE FACILITY, AN IMMUNIZATION CLINIC, CLINICAL TRIALS, AS WELL AS JOINT VENTURES WITH HUNTINGTON MEMORIAL HOSPITAL,INCLUDING A RESIDENCY PROGRAM FOR OUTPATIENT CARE, LAB DRAW STATIONS IN PHYSICIAN OFFICES, AND BILLING SERVICES TO VARIOUS HOSPITAL OUTPATIENT SERVICES. THE HUNTINGTON MEDICAL FOUNDATION CURRENTLY HAS PHYSICIANS BOARDED IN INTERNAL MEDICINE, FAMILY MEDICINE, PEDIATRICS, ENDOCRINOLOGY, PEDIATRIC ENDOCRINOLOGY, ADDICTION MEDICINE, DERMATOLOGY, RHEUMATOLOGY, PALLIATIVE CARE AND PODIATRY. IN OCTOBER 2010, THE HUNTINGTON MEDICAL FOUNDATION OPENED THE PASADENA COMMUNITY URGENT CARE (PCUC) IN THE EASTERN PORTION OF PASADENA, AN UNDERSERVED AREA AS A RESULT OF THE LOSS OF THE ST. LUKE MEDICAL CENTER. THE PCUC SERVES TO REDUCE THE OVERSTAURATED NON-ACUTE AND ACUTE, NON- EMERGENT PATIENTS CURRENTLY BEING SEEN AT THE HUNTINGTON MEMORIAL HOSPITAL EMERGENCY DEPARTMENT (ER), THUS LESSENING THE STRAIN ON THE ER AS WELL AS DECREASING THE AMOUNT OF ER DIVERSIONS THAT OCCUR DUE TO OVER UTILIZATION. THE PCUC PROVIDES SERVICE TO THOSE PRIMARILY LOCATED IN 12 ZIP CODES (PASADENA AND SURROUNDING CITIES) IN THE SAN GABRIEL VALLEY AREA OF LOS ANGELES COUNTY. THOSE SERVED REFLECT THE DIVERSITY OF THE TARGET AREA, WHERE 44% OF HOUSEHOLDS ARE HISPANIC, 25.9% WHITE, 7.8% BLACK, 19.2% ASIAN, AND 3.1% OF OTHER ETHNICITIES. THE FACILITY PROVIDES BOTH PEDIATRIC AND ADULT CARE. DEMOGRAPHICS OF URGENT CARE PATIENTS ARE VARIED; HOWEVER, THE POPULATION SERVED POSSESS A HIGH PERCENTAGE OF INDIVIDUALS WITH A PREDOMINANTLY LOW INCOME LEVEL (<200% OF FEDERAL POVERTY LEVEL). IN ADDITION, A HIGH PERCENTAGE OF THE PREDOMINANTLY LOW INCOME LEVEL INDIVIDUALS LACK ACCESS TO OTHER HEALTHCARE RESOURCES. THESE PATIENT TYPES OFTEN USE THE EMERGENCY ROOM INNAPPROPRIATELY FOR NON-ACUTE AND ACUTE NON-EMERGENT CONDITIONS. ONE OF THE MAIN OBJECTIVES OF THE PCUC IS TO INTERCEPT THESE PATIENTS BEFORE THEY FURTHER IMPACT THE ER AND PROVIDE NON-EMERGENT MEDICAL CARE WHILE EDUCATING AND CONNECTING THEM WITH THE APPROPRIATE PRIMARY CARE RESOURCE IN THE COMMUNITY. LOCATIONS & ADDRESS: ADULT MEDICINE OFFICES: 10 CONGRESS STREET, SUITE 208, PASADENA, CA 91105 375 HUNTINGTON DRIVE, SUITE G, SAM MARINO, CA 91108 65 N MADISON AVE., SUITE 800, PASADENA, CA 91101 PEDIATRIC OFFICES: 55 E. CALIFORNIA BLVD., SUITE 200, PASADENA, CA 91105 1346 FOOTHILL BLVD., SUITE 204, LA CANADA, CA 91011 301 HUNTINGTON DRIVE, SUITE 320 ARCADIA, CA 91006 SPECIALTY CARE OFFICE: 55 E. CALIFORNIA BLVD., SUITE 201, PASADENA, CA 91105 675 S. ARROYO PKWY, SUITE 400, PASADENA, CA 91105 PASADENA COMMUNITY URGENT CARE AND OCCUPATIONAL HEALTH FACILITY: 3160 E. DEL MAR BLVD., SUITE 110, PASADENA, CA 91107 TRAVEL CLINIC: 3160 E. DEL MAR BLVD., SUITE 110, PASADENA, CA 91107 CLINICAL TRIALS: 375 HUNTINGTON DRIVE, SUITE G, SAM MARINO, CA 91108 IN SEPTEMBER 2016, HUNTINGTON MEDICAL FOUNDATION ACQUIRED THE JIM AND ELEANOR RANDALL BREAST CENTER WHICH OFFERS BREAST CANCER SCREENING, RESEARCH, EDUCATION AND DIAGNOSTIC SERVICES THROUGH MAMMOGRAPHY, ULTRASOUND AND BIOPSY. IN JANUARY 2017, HUNTINGTON MEDICAL FOUNDATION ADDED HOSPITALISTS AND PALLIATIVE CARE SPECIALISTS TO OFFER IMPROVED TRANSITIONS OF CARE BETWEEN INPATIENT AND PRIMARY CARE SERVICES. |
| FORM 990, PAGE 2, PART III, LINE 4D | HUNTINGTON MEDICAL FOUNDATION PROVIDES HEALTH CARE AND PREVENTION SERVICES TO THE COMMUNITY. |
| FORM 990, PART V | LINE 2A THE AMOUNT REPORTED ON LINE 2A INCLUDES THE NUMBER OF EMPLOYEES REPORTED ON A FORM W-3 BY HUNTINGTON MEDICAL FOUNDATION'S (HMF) REPORTING AGENTS,MMC INTERNATIONAL. THE COMPENSATION PAID UNDER THIS AGREEMENT IS REPORTED IN PART VII, SECTION A, COLUMBS (D) AND (F), AS APPROPRIATE. |
| FORM 990, PART VI | BUSINESS RELATIONSHIP BETWEEN OFFICERS, DIRECTORS, OR KEY EMPLOYEES - LORI MORGAN, STEPHEN A. RALPH, RAJINDER TAKHAR, RICHARD WEAR, TODD TURNER, ADRIAN CASTRO, CHIEN FANG, ALLEN W. MATHIES JR., HENGAMEH MONSEF, MARITESS YEE, STUART MILLER, SCOTT ARMSTRONG, AND ILIN OHANESSIANS HAVE A BUSINESS RELATIONSHIP AS EMPLOYEES OF A RELATED ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 4 | PART VI, LINE 4: SIGNIFICANT CHANGES TO ITS GOVERNING DOCUMENTS: THE ORGANIZATION ORIGINALLY FOLLOWED THE RESTRICTIONS REFLECTED IN ITS IRS DETERMINATION LETTER OF JULY 21, 1995, LIMITING THE REPRESENTATION ON ITS BOARD OF DIRECTORS BY CURRENT AND FORMER PHYSICIAN MEMBERS OF THE MEDICAL GROUP WITH WHICH THE ORGANIZATION CONTRACTS TO NO MORE THAN 20% OF ITS BOARD, AND IT REFLECTED SUCH LIMITATION IN ITS BYLAWS. HOWEVER, IN LIGHT OF THE FACT THAT THE IRS HAS MOVED AWAY FROM 20% LIMITATION APPROACH AND DEVELOPED A MORE MODERN, FACTS-AND- CIRCUMSTANCES-BASED APPROACH TO PHYSICIAN PARTICIPATION IN GOVERNANCE, THE ORGANIZATION IS NOW FOLLOWING THIS UPDATED IRS APPROACH. THIS NEW APPROACH HAS BEEN REFLECTED IN THE IRS'S 1997 CONTINUING PROFESSIONAL EDUCATION TEXTBOOK, TAX-EXEMPT HEALTH CARE ORGANIZATIONS COMMUNITY HOSPITAL BOARD AND CONFLICTS OF INTEREST POLICY, AND PERMITS A TAX-EXEMPT HEALTHCARE ORGANIZATION TO HAVE GREATER THAN 20% PHYSICIAN REPRESENTATION ON ITS BOARD IF IT CAN OTHERWISE DEMONSTRATE THAT IT (OR ITS PARENT TAX-EXEMPT HEALTHCARE ORGANIZATION) HAS A REPRESENTATIVE COMMUNITY BOARD WITH NO MORE THAN 49% PHYSICIAN REPRESENTATION, FOLLOWS A CONFLICTS OF INTEREST POLICY, AND HAS IN PLACE A SYSTEM OF PERIODIC REVIEWS TO ENSURE THAT IT IS OPERATING FOR CHARITABLE PURPOSES AND IS NOT ENGAGING IN PRIVATE INUREMENT OR PRIVATE BENEFIT. THE ORGANIZATION IS IN COMPLIANCE WITH ALL THREE ELEMENTS OF THIS UPDATED APPROACH AND HAS AMENDED ITS BYLAWS ACCORDINGLY TO PERMIT GREATER THAN 20% PHYSICIAN REPRESENTATION ON ITS BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS A SOLE CORPORATE MEMBER, PASADENA HOSPITAL ASSOCIATION (PHA). |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBER MAY APPOINT ANY OR ALL OF THE DIRECTORS, EXCEPT EX OFFICIO DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE FOLLOWING ACTIONS OF THE BOARD ARE NOT VALID, AND SHALL NOT BE IMPLEMENTED UNTIL APPROVED BY THE MEMBER: (1) ANY EXPENDITURES WHICH INDIVIDUALLY OR IN THE AGGREGATE EXCEED THE CORPORATION'S BUDGET BY MORE THAN 10% ANNUALLY; (2) ADOPT ANY ARTICLE OR BYLAW CHANGE; (3) IMPLEMENT ANY MAJOR CORPORATE ACTS INCLUDING MERGER, CONSOLIDATION, AFFILIATION, DISSOLUTION, SALE OR TRANSFER OF SUBSTANTIAL PORTION OF THE CORPORATION'S ASSETS; (4) MATERIALLY CHANGE THE BUSINESS OR BUSINESS PURPOSE OF THE CORPORATION, OR THE LOCATIONS AT WHICH SUCH BUSINESS IS OPERATED; (5) ADOPT THE ANNUAL CAPITAL AND OPERATING BUDGETS AND STRATEGIC PLANS FOR THE CORPORATION; (6) SIGNIFICANTLY CHANGE CLINICAL CARE AND/OR SERVICE LINES PROVIDED BY THE CORPORATION; (7) INCUR OR GUARANTY ANY INDEBTEDNESS (INCLUDING, WITHOUT LIMITATION, ANY CAPITAL LEASE); (8) INITIATE LITIGATION OR ARBITRATION IN THE NAME OF THE CORPORATION AS A PLAINTIFF. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 AND ALL RELATED SCHEDULES WERE REVIEWED INTERNALLY WITH SENIOR MANAGEMENT. ALL QUESTIONS AND CHANGES PROPOSED WERE ADDRESSED PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE OPERATIONS OF HUNTINGTON MEDICAL FOUNDATION (FOUNDATION) PROVIDE A VITAL HEALTHCARE SERVICE AND ARE SUBJECT TO THE SCRUTINY OF GOVERNMENTAL AGENCIES AND MEMBERS OF THE GENERAL PUBLIC. THE INDIVIDUALS WHO, BY VIRTUE OF THEIR POSITIONS WITH THE FOUNDATION, CAN COMMIT THE ORGANIZATION IN FINANCIAL DEALINGS MUST BE EVER MINDFUL OF POTENTIAL CONFLICTS BETWEEN DUTIES IMPOSED BY THEIR POSITIONS AND THEIR PERSONAL INTERESTS. IF ANY INTERESTED PERSON OR FAMILY MEMBER OBTAINS A SUBSTANTIAL FINANCIAL INTEREST IN, OR BECOMES A DIRECTOR, OFFICER, EMPLOYEE OR AGENT OF, ANY SUPPLIER, PURCHASER OR COMPETITOR, THE INTERESTED PERSON SHALL DISCLOSE SUCH INTEREST AS PROVIDED IN THE PROCEDURE. MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY: ALL THE BOARD MEMBERS HAVE SIGNED THE CONFLICT OF INTEREST POLICY. IT WILL BE ENFORCED BY REVIEW OF THE QUESTIONNAIRE FOR POTENTIAL CONFLICTS BY THE CEO, AND, IF NECESSARY, THE BOARD PRESIDENT WILL SPEAK WITH ANY DIRECTOR WHO HAS A POTENTIAL CONFLICT TO MAKE A FINAL DETERMINATION. ANY DIRECTOR WITH A CONFLICT IS NOT INVOLVED IN THE DECISION-MAKING PROCESS FOR ANY TRANSACTION IN WHICH A CONFLICT MAY EXIST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | MANY OF THE KEY EXECUTIVES OF THE ORGANIZATION ARE COMPENSATED BY PASADENA HOSPITAL ASSOCIATION, LTD. (PHA), A RELATED ORGANIZATION. THEREFORE, THEIR COMPENSATION IS GOVERNED BY PHA COMPENSATON POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PROCESS IS THE SAME AS EXPLAINED ABOVE FOR QUESTION 15A |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PSA MEDICAL GROUP 12,240,565 179,166 0 OUTSIDE SERVICES 57,500 131,283 0 PROFESSIONAL SERVICES 2,259,136 881,857 0 TOTAL 14,557,201 1,192,306 0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASADENA HOSPITAL ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | (DBA HUNTINGTON MEDICAL HOSPITAL) | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W CALIFORNIA BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644036 | EIN |
| Primary Activities | HLTH CARE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 3 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONGRESS SERVICES CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 804 SOUTH FAIR OAKS AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953978299 | EIN |
| Primary Activities | MGMT SVS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2Txt | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| PASADENA HOSPITAL ASSOCIATION | |||
| (DBA HMH) | C | $568,803 | COST |
| PASADENA HOSPITAL ASSOCIATION | |||
| (DBA HMH) | K | $768,496 | COST |
| PASADENA HOSPITAL ASSOCIATION | |||
| (DBA HMH) | M | $619,056 | COST |
| PASADENA HOSPITAL ASSOCIATION | |||
| (DBA HMH) | O | $125,271 | COST |
| PASADENA HOSPITAL ASSOCIATION | |||
| (DBA HMH) | R | $610,000 | COST |
| PASADENA HOSPITAL ASSOCIATION | |||
| (DBA HMH) | S | $7,944,000 | COST |
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