Pih Health Foundation

Nonprofit profile at a glance

EIN
953761274
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Whittier, CA, USA
Phone
5626980811
Rating
55
Verdict
MIXED
Rating confidence
Standard

Official website

Reported finances

Revenue
$5,663,667
Expenses
$1,749,506
Assets
$27,685,982
Liabilities
$2,024,376

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • AMY FITZGERALD (VICE PRESIDENT)
  • JAMES WEST (SYSTEM PRESIDENT & CEO)

Highest reported compensation

  • JAMES WEST (SYSTEM PRESIDENT & CEO): $1,663,779 total reported compensation
  • PEGGY CHULACK (ASSISTANT SECRETARY): $1,515,125 total reported compensation
  • BRIAN SMOLSKIS (FORMER - SYSTEM COO): $1,106,036 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To raise funds for pih health hospitals and to provide health education services and related programs to the community.

What it reported doing in 2024

Funds raised by the pih health foundation are released to pih health for various programs and services which are operated in accordance with the organization's exempt purpose. Donations are received from individuals, corporations, grants, foundations and government entities.

Operating model

Revenue model
Donor-supported. 86% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 18
  • Transparency & Controls: 75
  • Accountability: 83
  • Sustainability: 81
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 12.8%; rating input score 13
  • Program expense ratio: 28.5%; rating input score 29
  • Fundraising efficiency: $4.22 raised per $1 spent on fundraising; rating input score 14; 14th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd 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: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 85.7%; rating input score 86; 17th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • 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: 69.1%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 15.83; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 64; 64th percentile among comparable filings
  • Officer compensation ratio: 39.9%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: 19.4% per year; rating input score 100; 84th percentile among comparable filings
  • Revenue growth: 12.1% per year; rating input score 100; 75th percentile among comparable filings
  • Asset growth: 12.7% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 12.8% of revenue deployed · 28.5% of spending went to programs
  • Governance: 6 of 7 board members independent · 7 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $499K in reported program spending
  • Leadership: top reported pay $1.7M · 14 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $628K reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 22 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • 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 — Financial Efficiency: Mission deployment rate scored 13/100.
  • High — Financial Efficiency: Program expense ratio scored 29/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 14/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Officer compensation ratio scored 3/100.