2025-08-13T18:19:38+00:00 2024-09-30 135565207 KPMG LLP 301 Main Street Suite 2150 Baton Rouge LA 70801 990 2023-10-01 951934652 PIH Health Whittier Hospital PIHH 5626980811 12401 Washington Blvd Whittier CA 90602 Vid Shivaraman CFO 5626980811 2025-08-13 true true BRITTANY ELLISER P01284594 2253444000 2025-08-13 2023 2025-03-06 01:10:19Z James West 12401 Washington Blvd Whittier CA 90602 1296920456 false X X 1954 CA TO PROVIDE QUALITY HEALTHCARE AND CONTRIBUTE TO THE COMMUNITY'S HEALTH AND WELL-BEING. 16 14 4808 1018 6114 321014 1184872 8266309 832507712 892545670 22174084 33206917 18204368 28353621 874071036 962372517 126850 151500 0 0 415157708 431435024 0 0 0 460754036 491058676 876038594 922645200 -1967558 39727317 1866079653 2022113403 982123064 987603398 883956589 1034510005 MISSION: WE PROVIDE HIGH QUALITY HEALTHCARE WITHOUT DISCRIMINATION, AND CONTRIBUTE TO THE HEALTH AND WELL-BEING OF OUR COMMUNITIES IN AN ETHICAL, SAFE, AND FISCALLY PRUDENT MANNER IN RECOGNITION OF OUR CHARITABLE PURPOSE. false false 618691311 811967922 Patient Care: PIH Health Whittier Hospital began as a community hospital in 1959. As a 501 (c)(3) nonprofit, 523-bed hospital, the Whittier campus has developed into a health system offering a multitude of services. Patient Care in Fiscal Year 2023-2024 Employees......3,794 Volunteers......1,018 Number of Emergency Department (ED) visits......82,275 Number of Births......2,203 Medical Staff......704 161289114 93322836 Financial Assistance and Means-Tested Government Programs: Financial Assistance, also known as charity care, is defined as free or discounted health services provided to individuals who cannot afford to pay and who meet the eligibility criteria of the organization's financial assistance policy. PIH Health offers a generous Financial Assistance Program, providing charity care to those with family income(s) at or below 400% of Federal Poverty Level guidelines. In providing services to those patients participating in means-tested government health programs, such as Medi-Cal, PIH Health realizes a collective net loss each fiscal year due to the shortfall created when the payments received from these programs are less than the cost of caring for public program beneficiaries. Number of persons served by financial assistance and means-tested government programs: 41,736 17054685 3408586 Other Community Benefit Services: Community health improvement services and community benefit operations, Health professions education, Subsidized health services, Research, Cash and in-kind contributions are comprised of the following: COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS: Community Health Improvement Services is defined as community health improvement activities, which extend beyond patient care activities. These programs include: community education, a community helpline, a medication-assisted treatment program, health insurance enrollment assistance, and purchased services for at-risk patients. Community Benefit Operations is defined as costs associated with assigned staff and community health needs assessments, and community benefit strategy and operations. Snapshot of Outcomes: More than 21,662 community members were reached through a variety of community health improvement activities. HEALTH PROFESSIONS EDUCATION: This category includes educational programs for physicians, nurses, students and other health professionals when education is necessary or required by state law, accrediting body or health profession society. PIH Health programs include the Family Medicine Residency Program and Student Education (internship, externship, preceptorship and mentoring programs). Snapshot of Outcomes: 241 student nurses, physician residents, and other individuals studying to become healthcare professionals were provided with mentorship, preceptorship and training opportunities. SUBSIDIZED HEALTH SERVICES: Subsidized services are clinical programs, which are provided despite a financial loss so significant that negative margins remain after removing the effects of financial assistance, bad debt and Medi-Cal shortfalls. Nevertheless, the service is provided because it meets an identified community need and, if no longer offered, would either be unavailable in the area or fall to the responsibility of government or another nonprofit organization to provide. PIH Health services provided include Diabetes Education Center, Emergency Department On-Call Physicians, Hospice Homes and Home Health, and Paramedic Base Station. Snapshot of Outcomes: The Hospice Homes ensure access to quality, compassionate end-of-life care, regardless of ability to pay; 169 served. Total individuals served by Subsidized Health Services 6,965 RESEARCH: Research that may be reported as community benefit includes clinical and community health research as well as studies on healthcare delivery that are generalizable and shared with the public. PIH Health has been offering clinical trials and research studies aimed at improving health and cancer care since 2001. Snapshot of Outcomes: 70 clinical trials in various stages, enterprise-wide in Oncology, Stroke, Cardiovascular, Neonatal, Podiatry, Endovascular and other therapeutic areas, with a total of 399 enrolled patients. CASH & IN-KIND CONTRIBUTIONS: This category includes funds and in-kind services donated by PIH Health to community organizations or to the community-at-large for a community benefit purpose. These donations include cash donations to community organizations, hours contributed by staff to the community while on PIH Health work time, the cost of meeting space provided to community groups, and the donations of equipment, medications, supplies and services. Snapshot of Outcomes: 27 organizations received funding to support community health-related programs and services Total served by Cash & In-Kind Contributions 195 Total number of persons served by all Other Community Benefit Services categories: 29,462 For additional information, please refer to PIH Health's community benefit report at PIHHealth.org/CBAnnualReport 797035110 true true false true false false false false false true false false true true true false true false false false false false false false false true true true false true true false false false false false true false false true false false false false false true true true true false false true 155 0 true 4808 true true true false false false false false false false false false true false X 16 14 true false false false true true true true true false false true true true true true true true true false CA X Mark Kawauchi 5626980811 12401 Washington Blvd Whittier CA 90602 ALEX ALVAREZ DIRECTOR & TREASURER 1.5 6.0 X X 0 0 0 CHARLOTTE WEAVER PhD DIRECTOR & CHAIR 1.5 6.0 X X 0 0 0 PATRICK MONROE DIRECTOR & VICE CHAIR 1.5 6.0 X X 0 0 0 PAUL TREINEN DIRECTOR & SECRETARY 1.5 6.0 X X 0 0 0 ADRIAN CRISAN MD DIRECTOR 1.5 0 X 0 0 0 BLAYNE CUTLER MD PhD THRU 92724 DIRECTOR 1.5 6.0 X 0 0 0 EDUARDO TOVAR MD DIRECTOR 2.5 0 X 0 0 0 JANE DICUS THRU 92724 DIRECTOR 1.5 6.0 X 0 0 0 JAY BROWN THRU 92724 DIRECTOR 1.5 6.0 X 0 0 0 JEFF HAMAR DIRECTOR 1.5 6.0 X 0 0 0 KENTON WOODS DIRECTOR 1.5 6.0 X 0 0 0 MARISSA GOLDBERG DIRECTOR 1.5 6.0 X 0 0 0 MELANIE BATISTE DIRECTOR 1.5 6.0 X 0 0 0 PETER GREANEY MD DIRECTOR 1.5 6.0 X 0 0 0 RICHARD ATWOOD DIRECTOR 1.5 7.5 X 0 0 0 ROBERT MALONEY MD THRU 111623 DIRECTOR 1.5 6.0 X 0 0 0 SUDHAKER NAYAK MD DIRECTOR 5.5 0 X 66266 0 0 THURSO BARENDSE START 2824 DIRECTOR 1.5 6.0 X 0 0 0 TRACEA SARALIEV START 2824 DIRECTOR 1.5 6.0 X 0 0 0 WILLIAM ROTH DIRECTOR 1.5 6.0 X 0 0 0 JAMES WEST SYSTEM PRESIDENT & CEO 20.0 32.2 X 2523533 0 38737 PEGGY CHULACK SYSTEM CAO & ASST SECRETARY 20.0 32.2 X 1619441 0 32543 RAMONA PRATT CNO 40.0 0.0 X 561902 0 76388 ROSALIO LOPEZ MD SYSTEM CSO/CMO 20.0 26.2 X 1366325 0 48338 VID SHIVARAMAN SYSTEM CFO & ASST TREASURER 20.0 32.2 X 884098 0 197076 ANUP PATEL VP ENT RSK MGMT & CORP COMP 40.0 0 X 434315 0 114461 BRENT MELTON VP SUPPORT SERVICES 40.0 0 X 403472 0 85435 CAROL SALAS SYSTEM CHIEF HR OFFICER 40.0 0 X 671956 0 170857 CHICO MANNING VP, SUPPLY CHAIN 40.0 0 X 540812 0 92475 DAVIS LEE CMIO & CIO 40.0 0 X 854084 0 137059 DEBRA LEGAN VP MKTG & PLANNING 40.0 0 X 636283 0 50613 JUDY PUGACH VP REGULATORY AFFAIRS 40.0 0 X 518341 0 47101 LUCINDA PLACE VP OF QUALITY MGMT 40.0 0 X 404499 0 116962 MARIE-DIANNE SAUCO VP, MEDICAL MANAGEMENT 40.0 0.0 X 457280 0 124147 MARK KAWAUCHI VP OF FINANCE 40.0 0 X 411370 0 97581 MOHAMMED GHONIM REGIONAL VP 10.0 30.0 X 480593 0 78065 NOEL COPPINGER VP, REVENUE CYCLE 40.0 0 X 351092 0 72636 ROLAND FARGO THRU 12312023 REGIONAL VP 15.0 25.0 X 576709 0 102284 RON EICKHOFF VP, RESPIRATORY 40.0 0 X 365391 0 77537 SARAH MERKLE VP, NURSING OPERATIONS 40.0 0 X 232544 0 32133 SHELLY NECKE VP POST ACUTE CR SVS 40.0 0 X 476733 0 129415 STACY JOHNSON VP, RADIOLOGY & IMAGING 40.0 0 X 312968 0 68332 CESAR ROSAS RN CHARGE NURSE 40.0 0 X 283598 0 7813 DIANE MCCOWAN DIR PHARMACY 40.0 0 X 281388 0 17968 HILARION CASTILLO DIR OF FINANCE, CONTROLLER 40.0 0 X 310059 0 28313 REBECCA WEYANT ADMIN DIR SURGICAL SVCS 40.0 0 X 291311 0 32547 SCOTT BREMER SYS DIR COMPENSATION, BENEFITS 40.0 0 X 291440 0 37109 BRIAN SMOLSKIS FORMER - SYSTEM COO (THRU 9/23) 0.0 X 1928328 0 264451 KEVIN BROWN FORMER -VP, CARDIOLOGY SERVICES (THRU 5/23) 0.0 X 434841 0 61389 18970972 0 2439765 1194 true true false ALLSCRIPTS HEALTHCARE LLC LOCK BOX 077133 PHILADELPHIA PA 191710133 IT Services 29115411 LAMBERT RADIOLOGY MED GRPINC 11721 WHITTIER BLVD 509 WHITTIER CA 90601 Medical Services 21722353 WHITTIER PULM & CRITC CARE 6905 ALTA VISTA DR RANCHO PALOS VERDES CA 90275 Medical Services 7150825 SODEXO INC & AFFILIATES-PA PO BOX 360170 PITTSBURGH PA 152516170 Nutrition Services 5938285 AYA HEALTHCARE INC PO BOX 5935 TROY MI 48007 Medical Services 3295834 72 1292285 6974024 8266309 Net Patient Revenue 622110 639560207 639560207 Other Patient Revenue 622110 192182202 192182202 Hospital Fee Program 900099 44821801 44821801 Related Capitation 561110 12215930 12215930 All Other Prog Serv Rev 900099 3765530 3765530 0 0 0 0 892545670 17356652 17356652 0 0 350362933 29157 334541825 15821108 29157 15850265 15850265 12229 6114 6114 6114 Community Pharmacy 446110 16097891 16097891 Purchase Discounts 900099 7780202 7780202 Vivity Earnings Distribution 900099 2251557 2251557 2217857 55783 0 2162074 28347507 962372517 908699344 6114 45400750 151500 151500 11271191 6718248 4552943 310814 267300 43514 299819296 260845896 38973400 14660771 12754871 1905900 79832532 69454303 10378229 25540420 22220165 3320255 6007799 6007799 3448815 3448815 67870 67870 2456260 2456260 79979933 68180317 11799616 0 1761634 1761634 15070330 10343770 4726560 46944269 40841514 6102755 12711933 9609463 3102470 740343 700611 39732 242104 71666 170438 24367392 11465139 12902253 27157511 23627035 3530476 6173104 6173104 Medical Supplies 140363525 138814781 1548744 Quality Assurance Fee (CHA Hospital Fee) 40918206 40918206 Claims Expense 31868926 31868926 Bad Debt Expense 27440678 27440678 23338044 18979087 4358957 0 922645200 797035110 125610090 0 958151 769293 160372798 181113734 13250000 13250000 0 8658525 8585054 9360532 10690569 693404993 394001370 304242552 299403623 699024967 828138415 0 3267552 3381738 666944576 676780977 1866079653 2022113403 90576349 92199826 478394199 620351125 0 34040000 28555000 254500000 104500000 124612516 141997447 982123064 987603398 X 883956589 1034510005 883956589 1034510005 1866079653 2022113403 X 39727317 108982128 1843969 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 67870 67870 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A PORTION OF DUES PAID TO HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA, CALIFORNIA HOSPITALS COMMITTEE ON ISSUES, 340B HEALTH, AND AMERICAN HOSPITAL ASSOCIATION ARE RELATED TO LOBBYING. PIH HEALTH WHITTIER HOSPITAL DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS), ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. 214611 214611 333487547 128798043 204689504 80605995 46775762 33830233 250681185 203769108 46912077 28415655 14658457 13757198 299403623 INTERCOMPANY RECEIVABLE 598866939 HOSPITAL FEE PROGRM RECEIVABLE 57348537 OTHER RECEIVABLES 9142057 DEFERRED FINANCING COSTS 3469073 RIGHT-OF-USE ASSETS 7129213 COST REPORT RECEIVABLE 825158 676780977 PENSION LIABILITY 23014016 INTEREST RATE SWAP 4641194 HOSPITAL FEE PAYABLE 46981429 DEFERRED COMPENSATION 18271936 SELF INSURANCE RESERVES 16024987 GOVERNMENT ADVANCES 595758 BOND INTEREST PAYABLE 6857472 LITIGATION RESERVE 17594133 AFFILIATE PAYABLE 4100489 ROU LIABILITY 3916033 141997447 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE PRINCIPAL OPERATIONS OF THE COMPANY ARE EXEMPT FROM INCOME TAXES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND THE LAWS OF THE STATES IN WHICH IT OPERATES AND, AS SUCH, IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE COMPANY IS SUBJECT TO INCOME TAXES ON NET INCOME DERIVED FROM A TRADE OR BUSINESS REGULARLY CARRIED ON THAT DOES NOT FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. FURTHER, THE COMPANY IS ALSO SUBJECT TO FEDERAL EXCISE TAXES PURSUANT TO THE TAX CUTS AND JOBS ACT. NO SIGNIFICANT INCOME TAX PROVISION HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS FOR NET INCOME DERIVED FROM UNRELATED TRADE OR BUSINESS AND EXCISE TAXES. THE COMPANY MEASURES LIABILITIES FOR UNRECOGNIZED TAX UNCERTAINTIES IN ACCORDANCE WITH ASC 740, INCOME TAXES, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR HOW A COMPANY SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT A COMPANY HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THE GUIDANCE IS APPLICABLE TO PROFIT-ORIENTED ENTITIES, PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. MANAGEMENT BELIEVES IT HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS AND, AS SUCH, NO TAX LIABILITY, BENEFITS, INTEREST OR PENALTIES WERE ACCRUED AT SEPTEMBER 30, 2024 OR 2023. THE COMPANY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE COMPANY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020 FOR FEDERAL PURPOSES AND 2018 FOR CALIFORNIA PURPOSES. true true X true X true X true true true false true true 0 553 3630531 1022674 2607857 0.0028 0 40887 154321154 90845983 63475171 0.0688 0 296 3337429 1454179 1883250 0.0020 0 41736 161289114 93322836 67966278 0.0737 17 21662 3102907 1450 3101457 0.0034 4 241 6164340 1266162 4898178 0.0053 3 6965 6291388 1658851 4632537 0.0050 1 399 1218081 482123 735958 0.0008 2 195 277969 0 277969 0.0003 27 29462 17054685 3408586 13646099 0.0148 27 71198 178343799 96731422 81612377 0.0885 0 0 0 0 0 0.0 1 3 7311 0 7311 0.0000 1 6 359416 205790 153626 0.0002 1 1 3607 0 3607 0.0000 0 0 0 0 0 0.0 0 0 0 0 0 0.0 1 5 28553 0 28553 0.0000 1 968 6783 0 6783 0.0000 0 0 0 0 0 0.0 5 983 405670 205790 199880 0.0002 true 27440678 99051901 94458957 4592944 X true true 1 1 PIH HEALTH WHITTIER HOSPITAL 12401 WASHINGTON BLVD WHITTIER CA 90602 WWW.PIHHEALTH.ORG 930000129 X X X X X SKILLED NURSING FACILITY PIH HEALTH WHITTIER HOSPITAL 1 false false true X X X X X X X X X X 22 true true false true X https://www.pihhealth.org/CHNA X X true 22 true https://pihhealth.org/CHIS false true X 100.0 400.0 X X X X X true true X X X X true X https://www.pihhealth.org/patients-visitors/billing-financial-assistance/financial-assistance/ X Https://www.pihhealth.org/patients-visitors/billing-financial-assistance/financial-assistance/ X https://www.pihhealth.org/patients-visitors/billing-financial-assistance/financial-assistance/ X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3 Facility , 1 Facility , 1 - PIH HEALTH WHITTIER HOSPITAL. The 2022 Community Health Needs Assessment includes data and information regarding social determinants of health, health status and life expectancy, access to healthcare, mental health, alcohol, substance and tobacco use, physical activity, nutrition and weight status, reproductive health, acute and chronic disease, leading causes of death, community perspectives gathered from focus groups and interviews, and progress on the implementation strategy. Infographics depict key data sets for the service area, and 10 heat maps further illustrate selected community health indicators. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - PIH HEALTH WHITTIER HOSPITAL. 2022 Community Health Needs Assessment: Primary Data Collection (Community Input) PIH Health Whittier Hospital conducted targeted interviews to gather information and opinions from persons who represent the broad interests of the community served by the hospital. Eighteen (18) telephone interviews were conducted during March and April 2022. Interview participants included a broad range of stakeholders concerned with health and wellbeing in the service area who spoke to issues and needs in the communities served by the hospital. The identified stakeholders were invited by email to participate in the phone interview. Appointments for the interviews were made on dates and times convenient to the stakeholders. At the beginning of each interview, the purpose of the interview in the context of the assessment was explained, the stakeholders were assured their responses would remain confidential, and consent to proceed was given. Interview questions focused on the following topics: * Biggest health issues in the community * Groups most impacted by community issues * Where people access routine healthcare services * Reasons for not having health coverage/insurance * Reasons for delaying needed healthcare * COVID-19 pandemic impact and the vaccine * Priority ranking of community needs * Whether they have received any cancer screenings and reasons for delaying * Barriers experienced while receiving cancer treatment * Additional comments and concerns Interview participants included agencies representing a broad range of health and social services, including leaders and representatives of medically underserved, low-income and minority populations, as well the local health department, to gather information relevant to the health needs of the communities we serve. The full listing of interviews and focus groups can be found in Attachment 2 of the assessment found here: https://www.pihhealth.org/app/files/public/73c98380-25d9-458f-abda-09c966b4fa25/FINAL_CHNA%20Report%202022-Whittier.9.23.22.pdf Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - PIH HEALTH WHITTIER HOSPITAL. PIH Health Whittier Hospital participated in a collaborative process for the Community Health Needs Assessment with PIH Health Downey Hospital. Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - PIH HEALTH WHITTIER HOSPITAL. The 2022 Community Health Needs Assessment was shared with PIH Health's Community Benefit Oversight Committee, comprised of community partners, legislative representatives, and community-at-large representatives, as well as Los Angeles Department of Public Health staff. Assessment findings were also distributed to key stakeholders via email with emphasis on supporting program planning and fund-development endeavors, sharing organizations the expense of duplicative data collection efforts. Assessment findings are also shared on an on-going basis via presentations at community events and community collaborative meetings, through social media channels, and via PIH Health's e-newsletter and mailed magazine. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - PIH HEALTH WHITTIER HOSPITAL. PIH Health's Implementation Strategy ensures alignment of CHNA findings, our community health improvement programs and PIH Health's organizational strategy. To view the 2023-2025 Implementation Strategy and the initiatives identified to address areas of focus (access to health care - primary care, dental care and mental health, cancer incidence/mortality, diabetes incidence/mortality, heart disease/stroke incidence/mortality, overweight/obesity, substance use and misuse, preventative screenings and immunizations with emphasis on flu and pneumonia vaccines and cancer screenings, food insecurity, housing/homelessness), visit: https://www.pihhealth.org/app/files/public/8c2f0b48-fab8-4a2d-a03d-4b875d0a931a/Community%20Health%20Improvement%20Plan%202022_PHWH.pdf Since PIH Health Whittier Hospital cannot directly address all the health needs present in the community, we will concentrate on those health needs that can most effectively be addressed given our areas of focus and expertise. Taking existing hospital and community resources into consideration, PIH Health Whittier Hospital will not directly address the remaining health needs identified in the CHNA, including: birth indicators, COVID-19, economic insecurity, education, and violence and injury prevention. While the hospital does not intend to emphasize community COVID-19 interventions at this point in the pandemic, PIH Health Whittier Hospital will continue to deliver vaccines, testing, and acute medical care to address COVID-19. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - PIH HEALTH WHITTIER HOSPITAL. Assistance is provided free or discounted for those patients eligible for FAP. The criteria for FAP is if the patient is uninsured and does not have the ability to pay, has restricted Medi-Cal benefits, or is underinsured. This is also considerations for patients where the FPG is not applicable and the patient is insured with inadequate coverage or excessive liability. 13 SAME DAY SURGERY 12415 WASHINGTON BLVD WHITTIER CA 90602 OUTPATIENT SURGICAL SERVICES PATRICIA L SCHEIFLY BREAST HEALTH CTR 12393 WASHINGTON BLVD WHITTIER CA 90602 BREAST HEALTH SVCS ERNEST D WELLS MEDICAL OFFICE BUILDING 12462 PUTNAM ST WHITTIER CA 90602 OUTPATIENT SERVICES WASHINGTON MEDICAL OFFICE BUILDING 12291 WASHINGTON BLVD WHITTIER CA 90602 WOUND HEALING, LAB DRAW STATION BLOOMFIELD MEDICAL OFFICE BUILDING 12400 BLOOMFIELD SANTE FE SPRINGS CA 90670 OUTPATIENT SERVICES WHITTWOOD MEDICAL OFFICE BUILDING 15725 E WHITTIER BLVD HACIENDA HEIGHTS CA 90603 OUTPATIENT SERVICES LA MIRADA MEDICAL OFFICE BUILDING 12675 S LA MIRADA BLVD SUITE 219 LA MIRADA CA 90638 OUTPATIENT SERVICES HACIENDA HEIGHTS MEDICAL OFFICE BUILDING 1850 AZUSA AVE HACIENDA HEIGHTS CA 91745 OUTPATIENT SERVICES PIH HEALTH THERAPY SERVICES 15088 IMPERIAL HWY LA MIRADA CA 90638 OUTPATIENT THERAPY PIH HOME HEALTH SERVICES 15050 IMPERIAL HWY LA MIRADA CA 90638 HOME HEALTH AGENCY ARCADIA HOME HEALTH SERVICES 351 E FOOTHILL BLVD SUITE 100 ARCADIA CA 91006 VISITING NURSES ASSOCIATION HOSPICE HOMES- DOVE 10736 VALLEY VIEW AVE WHITTIER CA 90604 HOSPICE CARE HOSPICE HOMES- ROSE 10742 VALLEY VIEW AVE WHITTIER CA 90604 HOSPICE CARE Schedule H, Part I, Line 6a PIH Health's Community Benefit Report, prepared annually, accounts for the organization's programs and services that promote the health of the community. The report separates out community benefit investment figures for each hospital. Standalone Community Benefit Reports are also prepared for each PIH Health hospital entity. Schedule H, Part I, Line 6b The Community Benefit Report was made widely available to the public via PIH Health's website, social media and community e-newsletter. The report is also shared with certain internal and community stakeholders via email and presentations. To view the full report for PIH Health Downey Hospital, visit: https://www.pihhealth.org/app/files/public/d03c9a02-62e2-435f-a043-8b91442cd1a3/PIH%20Health%20Whittier%20Hospital%20FY24%20Community%20Benefit%20Annual%20Report%20and%20Plan.pdf Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance Patient care cost-to-charges ratio derived from worksheet 2 was used to calculate the financial assistance. For all others, we utilized internal costing system and accounts for the various payer mix. Schedule H, Part II Community Building Activities PIH Health works with a variety of community stakeholders to enhance the collective capacity for addressing the root causes of health problems. PIH Health mobilizes assets and invests resources through a variety of community-building activities designed to address identified needs, including participation on local chamber of commerce boards aimed at improving the economic, civic, and cultural wellbeing of the community. PIH Health also undertakes disaster preparedness training above and beyond licensure requirements to ensure we are effectively prepared to serve the community in a disaster. In addition, PIH Health has advocated for improved public transportation solutions via extended light rail service in the community to improve funding and resources to address this need. Also, the organization's president and CEO have supported local, state, and federal health-related advocacy through participation and leadership in various healthcare associations. Lastly, PIH Health accounts for staff participation in and/or support of workforce development programs, workforce development boards, etc. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, TAKING INTO CONSIDERATION HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. MANAGEMENT ROUTINELY ASSESSES THE ADEQUACY OF THE ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE COMPANY FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PATIENT BALANCES WITH COLLECTION AGENCIES, SUBJECT TO THE TERMS OF CERTAIN RESTRICTIONS ON COLLECTION EFFORTS AS DETERMINED BY EACH FACILITY. THE PROVISION FOR BAD DEBTS IS PRESENTED ON THE CONSOLIDATED STATEMENTS OF OPERATIONS AS A DEDUCTION FROM PATIENT SERVICES REVENUES (NET OF CONTRACTUAL ALLOWANCES AND DISCOUNTS) SINCE THE COMPANY ACCEPTS AND TREATS ALL PATIENTS WITHOUT REGARD TO THE ABILITY TO PAY. AS A RESULT OF THE ADOPTION OF ASC 606, PIH HEALTH WHITTIER HOSPITAL IS REPORTING IMPLICIT PRICE CONCESSIONS, WHICH IS ESTABLISHED BASED ON MANY FACTORS, INCLUDING PAYER MIX, AGE OF RECIEVABLES, HISTORICAL CASH COLLECTION EXPERIENCE, OTHER RELEVANT INFORMATION. Schedule H, Part III, Line 3 Bad Debt Expense Methodology PIH Health Whittier Hospital actively provides all patients the option to apply for financial assistance, therefore, no estimate is made for bad debt attributable to patients eligible under the financial assistance policy. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote As part of the Company's mission to serve the community, the Company provides care to patients even though they may lack adequate insurance or may participate in programs with negotiated or regulated payment amounts. The Company makes every effort to determine if a patient qualifies for charity care upon admission, though determination may also be made at a later time. After satisfaction of amounts due from insurance, the application of any financial, uninsured or other discounts or payments received on the account, and reasonable efforts to collect from the patient have been exhausted, the Company follows established guidelines for placing certain past-due patient balances with collection agencies, subject to certain restrictions on collection efforts as determined by the Company. The Company manages its collection risk by regularly reviewing its accounts and contracts, and by providing appropriate allowances that are netted against patient accounts receivable in the consolidated balance sheets. Implicit price concessions ARE based upon management's assessment of historical and expected net collections, taking into consideration historical business and economic conditions, trends in healthcare coverage and other collection indicators. Management routinely assesses the adequacy of the implicit price concessions based upon historical write-off experience by payor category. The Company follows established guidelines for placing certain patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by each facility. Implicit price concessions is included as a deduction from patient services revenues since the Company generally accepts and treats all patients without regard to the ability to pay. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The Company does not take the position that Medicare shortfall should be treated as community benefit. The State has specifically asked us to report this separately from our community benefit totals. The Company uses a cost-to-charge (C2C) ratio to determine Medicare allowable costs of care relating to payment received from Medicare, which is similar to the IRS Form 990 Schedule H method. However, the PIH Health system is more refined and exacting, since it is generated at the department level and includes both direct costs and allocated company-wide indirect costs. All period indirect costs are allocated between PIH Health departments based on their relative gross charges. The sum of the direct and allocated indirect costs of each department are divided by the total department gross procedure charges. The resulting department specific percentage, i.e.. department C2C %, is loaded into PIH Health's ERP software each quarter. The cost system applies the department's C2C% to all procedure charges originating within the department in order to compute the related procedure costs. As such, all cost information reflected in PIH Health's regulatory reporting and financial analysis is based on the above department C2C methodology. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance The hospital encourages all self-pay patients to apply for financial assistance or other programs. 1. All uninsured patients are assumed to need financial assistance and automatically receive discounted bills that reflect the contract rate or less of a Medicare Advantage contract. 2. All uninsured patients are provided with a financial assistance and Medicaid application at the time of registration thereby giving them the opportunity to apply for assistance. 3. There are signs through the facility that educate patients and visitors about the availability of financial assistance. 4. The hospital's website publishes the financial assistance policy and applications. 5. Self-pay inpatients also may be contacted by a vendor to offer assistance in applying for Medicaid, if eligible. 6. Statements (which reflect a reduction in charges to the rates at or lower than contracted rates for Medicare Advantage members) promote the hospital's financial assistance program. 7. Only patients who do not qualify for further financial assistance (after discounts) or who do not apply for programs and do not pay are referred to collection. In addition, if a patient is referred to collection and later applies for charity and qualifies, the patient's account is returned to the hospital and financial assistance is extended. Schedule H, Part V, Section B, Line 16a FAP website - PIH HEALTH WHITTIER HOSPITAL: Line 16a URL: https://www.pihhealth.org/patients-visitors/billing-financial-assistance/financial-assistance/; Schedule H, Part V, Section B, Line 16b FAP Application website - PIH HEALTH WHITTIER HOSPITAL: Line 16b URL: Https://www.pihhealth.org/patients-visitors/billing-financial-assistance/financial-assistance/; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - PIH HEALTH WHITTIER HOSPITAL: Line 16c URL: https://www.pihhealth.org/patients-visitors/billing-financial-assistance/financial-assistance/; Schedule H, Part VI, Line 2 Needs assessment In addition to the hospital's CHNA, PIH Health utilizes the following methods to assess the health care needs of the communities it serves: Community Benefit Oversight Committee- In 2006, PIH Health's Board of Directors established the Community Benefit Oversight Committee (CBOC), which is comprised of community stakeholders and key public health and legislative representatives. This committee meets regularly, and its members share healthcare-related needs/concerns experienced by the community members they represent as well as assets or potential partners for the hospital to engage in addressing the identified needs. Feedback from Community Organizations / Collaborative- Through participation in various community collaborative and networking meetings, PIH Health is able to assess the healthcare needs of the community and identify partnership opportunities. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance There are many avenues PIH Health takes in educating patients and family members about the various financial assistance programs. Patients are advised at the time of service, during in-house care and post discharges. Free handouts of the FAP application are provided in both english and spanish. There are postings throughout the hospital in both english and spanish with information about our FAP program. We have an eligibility vendor that is conveniently available to assist our patients in the emergency room or in-house patients with determining eligibility for various governmental programs, as well as advise and assist the patient with the FAP. Post discharge, our Business Office staff takes the initiative to advise the patient of our FAP program. Also, with the initial statement sent to patients, an application is included. PIH's FAP is also published on our website. Schedule H, Part VI, Line 4 Community information PIH Health Whittier Hospital is located at 12401 Washington Blvd., Whittier, CA 90602. The hospital's service area encompasses 13 ZIP codes in 9 cities/communities. The service area is served by the Los Angeles County 4th Supervisorial District and most of the cities/communities fall within the Los Angeles County Service Planning Area (SPA) 7. A section of La Habra ZIP code 90631 is in Orange County. PIH Health Whittier Hospital tracks ZIP codes of origin for patient admissions. The service area was determined from the ZIP codes that reflect a majority of patient admissions from the local geographic area. Based on the 2022 Community Health Needs Assessment, the population for PIH Health Whittier Hospital's service area is 616,536. Children and youth, ages 0-17, are 22.8% of the population, 67.6% are adults, ages 18-64, and 9.6% of the population are adults, ages 65 and older. In the service area, 68.0% of the population is Hispanic/Latino, 16.1% are White, 12.3% are Asian, 1.7% are Black/African American, 1.5% are Other/Multiple Races, 0.3% are Native American/Alaskan Native, and 0.2% are Native Hawaiian/Pacific Islander. Among the service area population, ages five and older, 45.7% speak Spanish in the home, 42.5% speak only English in the home, 9.7% speak an Asian or Pacific Islander language, 1.7% speak other Indo-European languages, and 0.3% speak other languages in their home. In the service area, 10.3% of the population is at or below 100% of the federal poverty level. Among service area adults, ages 25 and older, 19.2% have less than a high school diploma, 49.6% are high school graduates, and 31.1% have an associate, bachelor's, or graduate/professional degree. For additional data regarding the service area, please see the CHNA at PIHHealth.org/CHNA Schedule H, Part VI, Line 5 Promotion of community health Community Board: PIH Health's community Board of Directors works to advance PIH Health's commitment to helping our communities get well and stay healthy. Open Medical Staff: PIH Health extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. Use of Surplus Funds: PIH Health applies surplus funds toward improvements in patient care, technology, and medical education. Community Benefit Oversight Committee (CBOC): In 2006, PIH Health's Board of Directors established the CBOC, comprised of community stakeholders and a public health representative. The CBOC promotes the health of the community by 1) reviewing and validating legal and regulatory compliance with respect to community benefit mandates, 2) reviewing and validating that PIH Health's community benefit programs and services effectively meet identified community health needs, with emphasis on vulnerable populations, as an essential expression of PIH Health's charitable mission. 3) increasing public awareness of community benefit activities and community value. Donation of Time: Many PIH Health providers are living out their passion to serve people in need by donating their time and talents both in our community and overseas. Employee Giving: Each year, PIH Health employees, physicians, and volunteers generously support various charitable giving initiatives. During Fiscal Year 2024, holiday wish lists were fulfilled for 175 families served by The Whole Child, over 250 duffle bags with essential items were donated for youth in the foster care system through a partnership with Foster Love, and over 300 backpacks filled with school supplies were collected for distribution by Helpline Youth Counseling to low-income students across our service area. Emergency and Disaster Preparedness/Disaster Resource Center (DRC): PIH Health Whittier Hospital is one of 13 Los Angeles County designated DRC's that ensure the community has access to resources and the highly skilled staff needed to respond to a large-scale disaster or other public health emergencies. Environmental and Recycling Projects: PIH Health continues to implement "green" initiatives, including increased usage of LED lighting to decrease consumption of electricity, expansion of a project with the City of Whittier to convert methane gas into electricity, and purchase of reprocessed instruments through a vendor agreement that results in national forest restoration. In addition, eyeglasses and hearing aids are collected for recycling and redistribution by the East Whittier Lions Club to those in need. Reach Out and Read Program: Our Pediatrics Department partners with Reach Out and Read to promote early literacy and school readiness. Physicians provide patients with a children's book and discuss with parents the importance of reading aloud. Each year, approximately 5,000 new books are distributed. Volunteer Contributions: Some 1,380 PIH Health volunteers collectively contributed 108,326 hours of service, supporting departments throughout the organization. Through the PIH Health Medical Careers Program, which gives student volunteers a head start in discovering productive and meaningful careers in healthcare, 42 individuals spent 828 hours shadowing medical career professionals. Schedule H, Part VI, Line 6 Affiliated health care system Hospital affiliates include: 1) PIH Health, Inc., PIH Health's parent company; 2) PIH Health Downey Hospital; 3) PIH Health Good Samaritan Hospital; 4) PIH Health Physicians, a nonprofit medical foundation; 5) PIH Health Home Healthcare and 6) the PIH Health Foundation, a nonprofit organization that exists to raise philanthropic funds in support of PIH's charitable mission 1) PIH Health, Inc. provides technical, facility and support services for tax-exempt affiliates whose charitable purpose is to provide a broad range of healthcare services to their community by way of an integrated health care delivery system. 2) PIH Health Downey Hospital officially became part of PIH Health in October 2013. As a 501 (c)(3) nonprofit, 199-bed hospital, the Downey campus has provided quality care in a welcoming environment for more than 100 years. As a nonnprofit hospital with a charitable mission, PIH Health Hospital Downey is a dedicated community health and wellness partner. This commitment and leadership gives back to the community through charity care, health professions education and more. 3) PIH Health Good Samaritan Hospital founded in 1885, became part of PIH Health in December 2019. As a 501 (c) (3) nonprofit, 408-bed acute care hospital, the downtown Los Angeles campus serves the healthcare needs of a growing and diverse community. As a nonnprofit hospital with a charitable mission, PIH Health Good Samaritan Hospital is a dedicated community health and wellness partner. This commitment and leadership gives back to the community through charity care, medical research, donations, health professions education and more. 4) PIH Health Physicians (PHP) is a 501(c)(3) nonprofit medical group that is exclusively affiliated with PIH Health, the group is comprised of more than 270 primary care physicians and specialist who coordinate care from diagnosis to recovery. PHP supports the local community through its financial assistance program, Whittier First Day Health & Wellness Center for the homeless and those at-risk for homelessness, health professions education, and other community health improvement services. 5) PIH Health Home Healthcare provides around-the-clock, quality care for patients in their own home. PIH Health Home Healthcare is certified by the Centers for Medicare and Medicaid Services. 6) The PIH Health Foundation is a 501(c)(3) nonprofit organization with the sole mission to raise funds through philanthropy to benefit PIH Health and its affiliates. Dollars raised are reinvested into the communities we serve through quality healthcare, health-based programs and services offered through PIH Health. For detailed information regarding these PIH Health affiliates' additional activities to support and promote community health, please see each respective organization's IRS Form 990. Schedule H, Part VI, Line 7 State filing of community benefit report CA true BOYS & GIRLS CLUB OF WHITTIER 7905 Greenleaf Ave Whittier CA 90602 956151763 501(C)(3) 10000 0 Funds supported the Boys & Girls Club's Healthy Lifestyles programming INTERFAITH FOOD CENTER 11819 Burke ST SANTA FE SPRINGS CA 90670 953889152 501(C)(3) 10000 0 Funds supported food pantry operations to meet "the needs of hungry and homeless neighbors in Whittier, La Mirada, and Santa Fe Springs" KINGDOM CAUSES BELLFLOWER 16429 Bellflower Blvd BELLFLOWER CA 90706 954849998 501(C)(3) 10000 0 Funds supported Kingdom Causes Bellflower Margaret's House, a three-unit hospitality home that provides short-term housing and case management services for families with minor dependent children who are transitioning out of homelessness. WHITTIER COLLEGE 13406 E Philadelphia St Whittier CA 90608 951644048 501(C)(3) 10000 0 Funds supported Whittier College Poet Pantry's mission to decrease food insecurity on campus for Whittier College students by providing inclusive, accessible, and affordable food assistance free of charge. TLC FAMILY RESOURCE CENTER 13220 Bellflower Blvd DOWNEY CA 90242 956006586 501(C)(3) 10000 0 Funds supported Downey Unified School District's TLC Family Resource Center's emergency support for homeless/housing insecure families. COMMUNITY FAMILY GUIDANCE CENTER 10929 South ST Suite 208B CERRITOS CA 90703 953083776 501(C)(3) 8000 0 Funds supported Non-Intensive and Intensive Mental Health Services, which consist of short-term prevention and early interventions, parent education, case management services. HELPLINE YOUTH COUNSELING INC 14181 Telegraph Road Whittier CA 90604 237113824 501(C)(3) 7500 0 Funds supported Helpline Youth Counseling's provision of accessible mental health services for low-income children, individuals, and families. LA CADA 12070 Telegraph RD Suite 207 SANTA FE SPRINGS CA 90670 237110152 501(C)(3) 7500 0 Funds supported LA CADA's mission to substance use programs/direct services for homeless substance users. OLIVE CREST 16911 Bellflower Blvd BELLFLOWER CA 90706 952877102 501(C)(3) 7500 0 Funds supported Olive Crest's mission to prevent child abuse by strengthening, equipping, and restoring children and families in crisis One Life at a Time. Funds also supported the provision of a mental health workshop focusing on human trafficking and the effect it has on a young person's mental health. 9 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds PIH HEALTH PROVIDES FINANCIAL ASSISTANCE TO BOTH NOT-FOR-PROFIT ORGANIZATIONS AND INDIVIDUALS. PIH HEALTH PROVIDES FINANCIAL SUPPORT TO TAX-EXEMPT, NONPROFIT ORGANIZATIONS IN OUR SERVICE AREA CITIES THROUGH ITS COMMUNITY SUPPORT AND SPONSORSHIPS PROGRAM, WITH EMPHASIS ON COMMUNITY HEALTH NEEDS/AREAS OF CONCERN AS IDENTIFIED BY PIH HEALTH'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT FINDINGS. FINANCIAL SUPPORT MAY BE PROVIDED IF THE REQUESTING ORGANIZATION ADDRESSES ONE OR MORE OF THESE AREAS AND IS RESPONSIVE TO THE HEALTH AND WELLNESS NEEDS OF THE COMMUNITIES WE SERVE, ALLOWING PIH HEALTH TO BUILD UPON THE IMPACT OF EXISTING COMMUNITY HEALTH IMPROVEMENT EFFORTS. FOR CONTRIBUTIONS MADE TO CHARITABLE ORGANIZATIONS, PIH HEALTH HAS ADOPTED A POLICY WHICH GUIDES THE PROCESS TO ENSURE GOOD STEWARDSHIP OF PIH HEALTH'S CHARITABLE RESOURCES AS A FEDERALLY REGISTERED NONPROFIT ENTITY. TO ENSURE ACCURATE COMMUNITY BENEFIT REPORTING, THIS POLICY SETS FORTH THAT DIRECT FINANCIAL CONTRIBUTIONS MADE TO COMMUNITY ORGANIZATIONS MUST BE APPROPRIATELY CLASSIFIED AS EITHER A) COMMUNITY BENEFIT OR B) A SPONSORSHIP (A MARKETING COMMUNICATIONS DEPARTMENT EXPENSE NOT REPORTABLE AS COMMUNITY BENEFIT). IN COMPLIANCE WITH THIS POLICY, INFORMATION IS GATHERED FROM THE GRANTEE REGARDING THE INTENDED USE OF FUNDS AND A RESTRICTION LETTER IS SENT, NOTING THE INTENDED USE OF FUNDS. ORGANIZATIONS RECEIVING COMMUNITY SUPPORT FUNDING IN THE AMOUNT OF $2,500 OR MORE ARE REQUIRED TO SUBMIT A SUMMARY REPORT OF PROGRAM OR SERVICE IMPACT, WITHIN 90 DAYS AFTER EVENT OR RECEIPT OF PROGRAM FUNDING, UNLESS AN ALTERNATE DATE IS DESIGNATED. X X X X X true true false false false false false false false JAMES WEST SYSTEM PRESIDENT & CEO 1565657 0 383472 0 574404 0 18000 0 20737 0 2562270 0 552201 0 ROSALIO LOPEZ MD SYSTEM CSO/CMO 1028860 0 104954 0 232511 0 40500 0 7838 0 1414663 0 215904 0 PEGGY CHULACK SYSTEM CAO & ASST SECRETARY 909522 0 151215 0 558704 0 18000 0 14543 0 1651984 0 545719 0 VID SHIVARAMAN SYSTEM CFO & ASST TREASURER 782967 0 93639 0 7492 0 176607 0 20469 0 1081174 0 0 0 RAMONA PRATT CNO 425868 0 40657 0 95377 0 61835 0 14553 0 638290 0 85580 0 KEVIN BROWN FORMER -VP, CARDIOLOGY SERVICES (THRU 5/23) 144836 0 20600 0 269405 0 53308 0 8081 0 496230 0 132205 0 DAVIS LEE CMIO & CIO 583168 0 112975 0 157941 0 121292 0 15767 0 991143 0 155342 0 CAROL SALAS SYSTEM CHIEF HR OFFICER 499172 0 88940 0 83844 0 146910 0 23947 0 842813 0 76484 0 DEBRA LEGAN VP MKTG & PLANNING 418562 0 45054 0 172667 0 50019 0 594 0 686896 0 164463 0 ROLAND FARGO THRU 12312023 REGIONAL VP 459050 0 42778 0 74881 0 80538 0 21746 0 678993 0 68451 0 CHICO MANNING VP, SUPPLY CHAIN 380075 0 52232 0 108505 0 92475 0 0 0 633287 0 99371 0 JUDY PUGACH VP REGULATORY AFFAIRS 350314 0 57892 0 110135 0 40500 0 6601 0 565442 0 101152 0 MOHAMMED GHONIM REGIONAL VP 361193 0 47607 0 71793 0 76020 0 2045 0 558658 0 63416 0 SHELLY NECKE VP POST ACUTE CR SVS 400069 0 67106 0 9558 0 113245 0 16170 0 606148 0 0 0 MARIE-DIANNE SAUCO VP, MEDICAL MANAGEMENT 374600 0 76500 0 6180 0 100199 0 23948 0 581427 0 0 0 ANUP PATEL VP ENT RSK MGMT & CORP COMP 324905 0 37947 0 71463 0 91285 0 23176 0 548776 0 64461 0 MARK KAWAUCHI VP OF FINANCE 373479 0 31117 0 6774 0 74404 0 23177 0 508951 0 0 0 LUCINDA PLACE VP OF QUALITY MGMT 343971 0 52829 0 7699 0 102539 0 14423 0 521461 0 0 0 BRENT MELTON VP SUPPORT SERVICES 342300 0 26160 0 35012 0 62327 0 23108 0 488907 0 27789 0 RON EICKHOFF VP, RESPIRATORY 267802 0 53553 0 44036 0 62235 0 15302 0 442928 0 37262 0 NOEL COPPINGER VP, REVENUE CYCLE 293030 0 15506 0 42556 0 64987 0 7649 0 423728 0 35782 0 STACY JOHNSON VP, RADIOLOGY & IMAGING 242125 0 26917 0 43926 0 62240 0 6092 0 381300 0 38826 0 SARAH MERKLE VP, NURSING OPERATIONS 232364 0 0 0 180 0 11299 0 20834 0 264677 0 0 0 HILARION CASTILLO DIR OF FINANCE, CONTROLLER 299016 0 8757 0 2286 0 18000 0 10313 0 338372 0 0 0 SCOTT BREMER SYS DIR COMPENSATION, BENEFITS 290252 0 0 0 1188 0 17889 0 19220 0 328549 0 0 0 REBECCA WEYANT ADMIN DIR SURGICAL SVCS 289201 0 0 0 2110 0 17621 0 14926 0 323858 0 0 0 CESAR ROSAS RN CHARGE NURSE 273650 0 9948 0 0 0 7813 0 0 0 291411 0 0 0 DIANE MCCOWAN DIR PHARMACY 277902 0 0 0 3486 0 16779 0 1189 0 299356 0 0 0 BRIAN SMOLSKIS FORMER - SYSTEM COO (THRU 9/23) 833329 0 160594 0 934405 0 241053 0 23398 0 2192779 0 721922 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Brian Smolskis and Kevin Brown received a severance payment during the calendar year. The payment is included in Part VII, Column D and Schedule J, Part II, Column B(iii). The terms and conditions of the confidential severance agreement are available to the Internal Revenue Service upon request. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan PIH Health Inc. and its affiliates provides a supplemental executive retirement plan for certain executives. The following individuals participate in the plan: James West Peggy Chulack Rosalio Lopez, MD Vid Shivaraman Brian Smolskis Ramona Pratt Davis Lee Anup Pael Chico Manning Shelly Necke Debra Legan Judy Pugach Carol Salas Brent Melton Mark Kawauchi Lucinda Place Noel Coppinger Mohammed Ghonim Ron Eickhoff SARAH MERKLE STACY JOHNSON Kevin Brown Roland Fargo Marie-Dianne Sauco The following amounts became vested or were paid-out in 2023 and are included in Schedule J, Part II, Column (b)(iii): James West $552,201 Rosalio Lopez, MD $215,904 Peggy Chulack $545,719 Ramona Pratt $85,580 Brian Smolskis $721,922 Davis Lee $155,342 Debra Legan $164,463 Anup Patel $64,461 Chico Manning $99,371 Mohammed Ghonim $63,416 Judy Pugach $101,152 Carol Salas $76,484 Brent Melton $27,789 Ron Eickhoff $37,262 Noel Coppinger $35,782 STACY JOHNSON $38,826 Kevin Brown $132,205 Roland Fargo $68,451 A CITY OF WHITTIER 956000812 966769DK4 2014-08-07 106612491 ACQUIRE AND EQUIP HOSPITAL true false B CITY OF WHITTIER 956000812 996769DL2 2018-11-29 48500000 REFUND SERIES 2012 B BONDS true false C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13032UWP9 2020-10-08 197721474 CONSTRUCTION AND EQUIPMENT & REFUND BONDS 2009 and 2012C false false D CITY OF WHITTIER - Series 2022A 956000812 NONEAVAIL 2022-04-06 40135000 REFUND BOND 2012A true false A 102000000 106612491 1880505 6854015 97877971 2014 false false true true B 48500000 48500000 457075 48042925 true false true true C 3635000 197721474 2170191 66913278 108924588 19713417 true false false true D 40135000 40135000 40135000 true false true true A false false true true false 0.0 false false true B false false true true false 0.0 false false true C false false true true false 0.0 false false true D false false true true false 0.0 false false true A false true false false false false false true true B false true false false false true BARCLAY 7.0 false true false false true C false false true false false false false false true D false false false false true false false false true A true B true C true D true Schedule K, Part IV, Line 2c Bond 2020 Series - Met annual exception report dated October 23, 2023. A CALIFORNIA PUBLIC FINANCE AUTHORITY 474447476 13057EJN5 2024-07-05 172590664 REFUND SERIES 2014, SERIES 2018, and SERIES 2022 BONDS false false A 172590664 1173336 171417328 true false true true A false false true true false 0.0 false false true A false false false false false true BANK OF AMERCA 7.0 false false true A true JAMES WEST PRESIDENT & CEO SPLIT DOLLAR LIFE AGREEMENT BENEFIT PLAN X 13250000 13250000 false true true 13250000 MARY WARGO Family member of Peggy Chulack 101644 Mary Wargo is employed by PIH. false ANDREW PRATT Family member of Ramona Pratt 136346 Andrew Pratt is employed by PIH false Elizabeth Brogan-Shivaraman Family member of Vid Shivaraman 72824 Elizabeth Brogan-Shivaraman is employed by PHP false Form 990, Part VI, Line 2 Family/business relationships amongst interested persons RICHARD ATWOOD - Business relationship, ALEX ALVAREZ - Business relationship, JEFF HAMAR - Business relationship, PATRICK MONROE - Business relationship, PAUL TREINEN - Business relationship, CHARLOTTE WEAVER - Business relationship, KENTON WOODS - Business relationship, PETER GREANEY - Business relationship, MARISSA GOLDBERG - Business relationship, MELANIE BATISTE - Business relationship, THURSO BARENDSE - Business relationship, TRACEA SARALIEV - Business relationship, WILLIAM ROTH - Business relationship, JAMES WEST - Business relationship, PEGGY CHULACK - Business relationship, VID SHIVARAMAN - Business relationship, ROSALIO LOPEZ - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders PIH Health, Inc. is the sole member of PIH Health Whittier Hospital Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PIH Health, Inc. has authority to elect all the members of the board of directors of PIH Health Whittier Hospital. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders PIH Health, Inc. has all voting rights and the power to elect the board of directors of PIH Health Whittier Hospital. Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 is reviewed by the Audit Committee of the parent organization, which is made up of independent directors. The Form 990 is then provided to the Board for its information. Form 990, Part VI, Line 12c Conflict of interest policy Each year, all management and board of directors members are required to complete a conflict of interest disclosure form. All positive responses are reviewed by the Chief Administrative Officer and General Counsel. Each positive response is considered in light of magnitude of ownership interest, financial transaction(s), etc. If deemed necessary, conflicts of interest could be resolved by insisting that the incumbent either divest their ownership interest, that the organization terminate the business relationship, or even that the director resign. Directors with potential conflicts of interest may recuse themselves from voting on certain matters and/or may excuse themselves from meetings during the discussion, deliberation, and voting on of matters. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization's Executive Compensation Committee engages an independent, third-party, expert compensation consultant to review its executive salaries. The consultant obtains specific organizational data from which to base its analysis (revenues, expenses, employees, service area, job descriptions, etc.). The consultant's analysis includes a review of compensation trends, regulatory issues, the organization's Executive Compensation Philosophy, the methodology used for the assessment, the base salary analysis, the incentive compensation analysis, the total cash compensation analysis, and the total compensation analysis. Salary movement, incentive compensation, market benefit, and recruitment and retention trends are reviewed. This analysis is provided to the organization's Executive Compensation Committee, which is comprised of independent directors. The Executive compensation committee has approved a regional peer group that includes high-performing, comparably-sized California hospitals and health systems. The consultant compiles comparability data from national and regional peers; compares the organization's Executive Compensation with peer group compensation levels; and prepares a report that includes all of the back-up data on comparability, peer groups, and job matches. The methodology used by the consultant includes two peer groups: a national peer group of comparably-sized hospitals and single hospital systems and a regional peer group of hospitals and systems in Southern California, the data of which is provided to the committee in its report. The national data is used as the primary comparator for the analysis. The committee is presented with charts that compare organization salaries to the level targeted in the compensation philosophy. Neither performance nor qualifications of the incumbent is considered when providing the market data. The committee is provided with a review of the base salary analysis, a review of the incentive compensation analysis, a review of the total cash compensation analysis (base salary plus incentive), and a review of the total compensation analysis (base salary plus incentive plus benefits/perquisites). Based upon all of the above information, the consultant provides the committee with recommended salary ranges for the period assessed. The Executive Compensation Committee deliberates on the comparability data to ensure that it is appropriate in representing like organizations, like positions, and like circumstances, and that it could realistically rely on the comparability data in reaching its decision that the compensation is reasonable and represents fair market value for services rendered. The Executive Compensation Committee affirms this process to the Board of Directors. Form 990, Part VI, Line 15b Process to establish compensation of other employees The organization's Executive Compensation Committee engages an independent, third-party, expert compensation consultant to review its executive salaries. The consultant obtains specific organizational data from which to base its analysis (revenues, expenses, employees, service area, job descriptions, etc.). The consultant's analysis includes a review of compensation trends, regulatory issues, the organization's Executive Compensation Philosophy, the methodology used for the assessment, the base salary analysis, the incentive compensation analysis, the total cash compensation analysis, and the total compensation analysis. Salary movement, incentive compensation, market benefit, and recruitment and retention trends are reviewed. This analysis is provided to the organization's Executive Compensation Committee, which is comprised of independent directors. The Executive compensation committee has approved a regional peer group that includes high-performing, comparably-sized California hospitals and health systems. The consultant compiles comparability data from national and regional peers; compares the organization's Executive Compensation with peer group compensation levels; and prepares a report that includes all of the back-up data on comparability, peer groups, and job matches. The methodology used by the consultant includes two peer groups: a national peer group of comparably-sized hospitals and single hospital systems and a regional peer group of hospitals and systems in Southern California, the data of which is provided to the committee in its report. The national data is used as the primary comparator for the analysis. The committee is presented with charts that compare organization salaries to the level targeted in the compensation philosophy. Neither performance nor qualifications of the incumbent is considered when providing the market data. The committee is provided with a review of the base salary analysis, a review of the incentive compensation analysis, a review of the total cash compensation analysis (base salary plus incentive), and a review of the total compensation analysis (base salary plus incentive plus benefits/perquisites). Based upon all of the above information, the consultant provides the committee with recommended salary ranges for the period assessed. The Executive Compensation Committee deliberates on the comparability data to ensure that it is appropriate in representing like organizations, like positions, and like circumstances, and that it could realistically rely on the comparability data in reaching its decision that the compensation is reasonable and represents fair market value for services rendered. The Executive Compensation Committee affirms this process to the Board of Directors. Form 990, Part VI, Line 19 Required documents available to the public The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public. Form 990 and form 990-T are available upon request. The organization is not required to make form 1023 available for public inspection as it received its tax exemption prior to July 15, 1987. Form 990, Part VII, Section A, Line 1a Three of the filing organization's officer and directors, Rosalio Lopez, Sudhaker H. Nayak, and Eduardo Tovar, are employees of PIH Health Medical Group, Inc. (PMG), which has a professional service agreement with PIH Health Physicians, an affiliate of the filing organization, to provide physician services. The individuals received compensation from PMG, as follows: Rosalio Lopez: Reportable Base Compensation - $5,376 Other Compensation - $0 Sudhaker H. Nayak Reportable Base Compensation - $1,837,369 Bonue & Incentive Compensation - $218,850 Other Compensation - $54,716 EDUARDO TOVAR MD Reportable Base Compensation - $1,281,872 Bonue & Incentive Compensation - $76,376 Other Compensation - $57,820 Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All Other revenue - Total Revenue: 2217857, Related or Exempt Function Revenue: 55783, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2162074; Form 990, Part XI, Line 9 Other changes in net assets or fund balances SWAP MARKET VALUE ADJUSTMENT - -199161; PENSION ADJUSTMENT - 2043130; PIH HEALTH COMMUNITY PHARMACY LLC 12401 WASHINGTON BLVD WHITTIER CA 90602 264390142 PHARMACY CA 16097891 802356 PIH HEALTH WHITTIER HOSPITAL PIH Health Foundation 12401 Washington Blvd WHITTIER CA 90602 953761274 Fundraising CA 501(c)(3) 7 PIH Health Inc false PIH Health Management Corp 12401 Washington Blvd WHITTIER CA 90602 954016278 Support of Tax-Exempt Affiliates CA 501(c)(3) Type II PIH Health Inc false PIH Health Home Healthcare 12401 Washington Blvd WHITTIER CA 90602 953036281 HEALTHCARE CA 501(c)(3) Type II PIH Health Inc false PIH Health Inc 12401 Washington Blvd WHITTIER CA 90602 953619388 Support of Tax-Exempt Affiliates CA 501(c)(3) Type II NA false PIH Health Adult Day Healthcare 12401 Washington Blvd WHITTIER CA 90602 953643829 HEALTHCARE CA 501(c)(3) Type II PIH Health Inc false PIH Health Physicians 6557 Greenleaf Ave WHITTIER CA 90601 953942828 Healthcare CA 501(c)(3) 10 PIH Health Inc false PIH Health Downey Hospital 11500 Brookshire Ave DOWNEY CA 90241 951903935 Healthcare CA 501(c)(3) 3 PIH Health Inc false PIH Health Good Samaritan Hospital 1225 Wilshire Blvd LOS ANGELES CA 90017 951656366 HEALTHCARE CA 501(c)(3) 3 PIH Health Inc false Good Samaritan Institute for Research and Education 1225 Wilshire Blvd LOS ANGELES CA 90017 954077161 Heart Research CA 501(c)(3) 4 PIH HEALTH Good Samaritan Hospital false Orthopedic Institute of the Good Samaritan Hospital 1225 Wilshire Blvd LOS ANGELES CA 90017 954346048 Orthopedic Research CA 501(c)(3) Type I PIH HEALTH Good Samaritan Hospital false SAMARITAN IMAGING CENTER 1225 Wilshire Blvd LOS ANGELES CA 90017 954252321 HEALTHCARE CA 501(c)(3) 10 PIH HEALTH Good Samaritan Hospital false Good Samaritan Medical Office Building Inc 1225 Wilshire Blvd LOS ANGELES CA 90017 953244046 MEDICAL OFFICES CA 501(c)(3) Type I PIH HEALTH Good Samaritan Hospital false Kate Van Nuys Page Foundation 1225 WILSHIRE BLVD LOS ANGELES CA 90017 956028032 Grants Income to PIH Health Good Samaritan Hospital CA 501(c)(3) Type I PIH HEALTH Good Samaritan Hospital false PIH Insurance Co A Reciprocal Risk Retention Group 733 Bishop Street Suite 1555 HONOLULU HI 96813 263760243 Captive Insurance HI NA Trust false PIH Health Care Solutions 6557 Greenleaf Ave WHITTIER CA 90601 462072342 Healthcare CA NA C Corporation false DRMC Properties Inc 12401 Washington Blvd WHITTIER CA 90602 954769768 Real Estate CA NA C Corporation false PIH Health RE 733 Bishop Street Suite 1555 HONOLULU HI 96813 472501390 Captive Insurance HI NA Trust false HealthMed Services Inc 12401 Washington Blvd WHITTIER CA 90602 300831225 Healthcare CA NA C Corporation false Pioneer Medical Group Inc 6557 Greenleaf Ave WHITTIER CA 90601 330927283 Medical Services CA NA C Corporation false Pioneer Provider Network A Medical Group Inc 6557 Greenleaf Ave WHITTIER CA 90601 330922631 Management Services CA NA C Corporation false false false true false false false false false false false true true true false true false false false false PIH Health Foundation C 1292285 FMV PIH Health Physicians L 12215930 FMV PIH Health Management Corp M 2106275 FMV Schedule R, Part IV, Column (e) PIH INSURANCE COMPANY IS AN UNINCORPORATED RISK RETENTION GROUP. Schedule R, Part IV, Column (e) PIH HEALTH CARE SOLUTIONS IS A NONPROFIT MUTUAL BENEFIT CORPORATION.