786 S Fair Oaks Avenue MOB LLC
Nonprofit profile at a glance
- EIN
- 992173276
- IRS 990 coverage
- 2024–2024
- Forms available
- Form 990 2024, Form 990-EZ 2023
- Location
- Pasadena, CA, USA
- Phone
- 6263975555
- Rating confidence
- Limited
Reported finances
- Revenue
- $0
- Expenses
- $0
- Assets
- $56,233,650
- Liabilities
- $1,535,816
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Lori J Morgan MD MBA (Manager and CEO)
Highest reported compensation
- Lori J Morgan MD MBA (Manager and CEO): $2,479,347 total reported compensation
- Steven L Mohr (Manager and CFO): $1,441,441 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide assistance to the community for the promotion of health and access to healthcare services
What it reported doing in 2024
The primary purpose of this organization is to provide assistance to the community for the promotion of health and providing or expanding access to quality healthcare services in a manner that promotes health for the benefit of the community, by developing, constructing, owning, leasing and operating a medical treatment facility to make available to the community critical outpatient and other healthcare facilities.
Operating model
- Revenue model
- No positive adjusted resources. The filing reports no positive adjusted operating resources.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 57
- Accountability: 38
- Sustainability: 3
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 87.5%; rating input score 88; 6th percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 33.3%; rating input score 33; 19th percentile among comparable filings
- Governance controls: 4 of 9 controls in place; rating input score 44
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: Limited
- Total-asset coverage ratio: Limited
- Liabilities to assets ratio: 0.03; rating input score 24; 24th percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: 200% per year; rating input score 100; 100th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 1 of 3 board members independent · 4 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $2.5M · 3 people listed · 0 of 6 pay-setting controls reported
- Consistency: 11 of 12 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes executive pay
- Contacts: How to reach this organization
- Related organizations: 30 filed related-organization links
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Accountability: Independent voting board scored 33/100.
- Moderate — Accountability: Governance controls: 5 of 9 not reported.
- High — Sustainability: Liabilities to assets ratio scored 24/100.
- Moderate — Transparency & Controls: Series filing activity did not reconcile in the filed values.