PACKARD CHILDREN'S HEALTH ALLIANCE

EIN: 320359189 501(c)(3) Health Care

PALO ALTO, CA

Total Revenue
$149,445,663
Total Expenses
$160,133,089
Total Assets
$46,694,798
Net Assets
$10,628,712
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
CA
Principal Officer
Chantal Volel-Torres
Phone
6504978000
Tax Period
2023-09-01 to 2024-08-31

PACKARD CHILDREN'S HEALTH ALLIANCE, founded in 2011, is a major nonprofit in the Health Care sector that reported $149.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

ORGANIZATION'S PRIMARY EXEMPT PURPOSE AT PCHA, THE FOCUS IS ON PATIENT CARE AND COMMUNITY OUTREACH TO ENSURE PATIENT ACCESS TO PCHA'S SERVICES. PCHA PHYSICIANS, NON-MD CLINICIANS, AND STAFF ASSUME THE ROLE OF EDUCATORS TO IMPROVE THE PHYSICAL AND BEHAVIORAL WELL-BEING OF CHILDREN IN THE COMMUNITIES IT SERVES. THE OVERALL STRATEGY TO ACCOMPLISH THE OBJECTIVE IS TWOFOLD: BECOME A RELIED UPON RESOURCE FOR CAREGIVERS/PARENTS AND PROVIDE PREVENTATIVE CARE FOR CHILDREN. EDUCATION IS THE KEY FOR BOTH STRATEGIES. WHILE MULTIPLE COMMUNITY SERVICES WILL BE OFFERED AT THE MEDICAL SITES, A SIGNIFICANT PART OF THE OUTREACH EFFORTS WILL BE SPENT SERVING THE PCHA COMMUNITY. COMMUNITY SERVICES WILL BE OFFERED AT THE MEDICAL SITES, A SIGNIFICANT PART OF THE OUTREACH EFFORTS WILL BE SPENT SERVING THE PCHA COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $146,147,562 Revenue: $149,445,663

PROGRAM SERVICE DESCRIPTION DURING THE PERIOD OF SEPTEMBER 2023 THROUGH AUGUST 2024 (FY 2024), PCHA PRIMARILY FOCUSED ON OPERATIONS AND EXISTING PROVIDER VISIT GROWTH. IN ADDITION, WE CONTINUE TO...

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PROGRAM SERVICE DESCRIPTION DURING THE PERIOD OF SEPTEMBER 2023 THROUGH AUGUST 2024 (FY 2024), PCHA PRIMARILY FOCUSED ON OPERATIONS AND EXISTING PROVIDER VISIT GROWTH. IN ADDITION, WE CONTINUE TO INCREASE OUR AVAILABILITY AT MANY OF OUR SITES BY INCREASING THE NUMBER OF PROVIDERS. THIS YEAR WE CONTINUED TO IMPROVE SERVICES OFFERED VIA OUR PATIENT PORTAL INCLUDING DIRECTLY SCHEDULING APPOINTMENTS, REQUESTING PRESCRIPTIONS, VIEWING BILLING STATEMENTS AND COMMUNICATING WITH MEDICAL PROVIDERS. THE THREE LARGEST SERVICES PCHA OPERATED IN FISCAL YEAR 2024 WERE: GENERAL PEDIATRICS - BAYSIDE GENERAL PEDIATRICS - PENINSULA PEDIATRICS GENERAL PEDIATRICS - PEDIATRIC ASSOCIATES BAYSIDE BAYSIDE MEDICAL GROUP IS DEDICATED TO PROVIDING THE HIGHEST-QUALITY CARE TO OUR PATIENTS. WE SPECIALIZE IN THE CARE OF CHILDREN FROM BIRTH TO THE LATE TEEN YEARS. OUR TEAM OF CLINICIANS AND SPECIALLY TRAINED MEDICAL OFFICE STAFF HAVE EARNED A REPUTATION FOR EXCELLENCE, SERVING GENERATIONS OF FAMILIES IN THE BAY AREA. OUR CARE TEAM MEMBERS ARE CERTIFIED BY THE AMERICAN BOARD OF PEDIATRICS. OUR PEDIATRICIANS SPECIALIZE IN THE CARE OF NEWBORNS, CHILDREN AND ADOLESCENTS AT ALL 10 OF OUR OFFICES. PENINSULA PEDIATRICS AT PENINSULA PEDIATRIC MEDICAL GROUP, OUR FAMILY OF EXPERIENCED AND CARING PEDIATRICIANS HAS BEEN SERVING CHILDREN IN THE BAY AREA FOR GENERATIONS. WE SPECIALIZE IN CARING FOR NEWBORNS THROUGH ADOLESCENTS IN THEIR LATE TEENS AND TAKE THE TIME TO TALK WITH PARENTS TO HELP THEM UNDERSTAND THEIR CHILD'S NEEDS. OUR CARING AND INFORMED STAFF WORK HARD TO PUT YOU AND YOUR CHILD AT EASE. WE HAVE THREE CONVENIENT LOCATIONS IN BURLINGAME, MENLO PARK, AND SAN MATEO. WE OFFER SAME-DAY APPOINTMENTS FOR SICK PATIENTS, AND OUR KNOWLEDGEABLE NURSE ADVISORS ARE AVAILABLE TO ANSWER QUESTIONS OVER THE PHONE 24 HOURS A DAY. BY CHOOSING PENINSULA PEDIATRIC MEDICAL GROUP FOR YOUR CHILD'S MEDICAL NEEDS, YOU WILL BE WORKING WITH A DEDICATED AND COMPASSIONATE FAMILY OF DOCTORS. OUR SPECIALLY TRAINED MEDICAL OFFICE STAFF ARE ALSO HERE TO ASSIST YOU SO THAT TOGETHER WE CAN PROVIDE THE BEST ENVIRONMENT FOR YOUR CHILD TO GROW INTO A HEALTHY ADULT. PEDIATRIC ASSOCIATES MEDICAL GROUP THE PEDIATRIC ASSOCIATES MEDICAL GROUP HAS 11 PHYSICIANS IN TWO SAN JOSE LOCATIONS, SAMARITAN, AND CAMDEN. THE GROUP HAS BEEN PROVIDING THE FULL CONTINUUM OF GENERAL PEDIATRIC SERVICES TO CHILDREN AND YOUNG ADULTS FOR DECADES. WE ARE HERE TO HELP GUIDE YOU WITH YOUR CHILDREN'S HEALTH CARE NEEDS AND BELIEVE IN WORKING WITH YOU TO ENSURE THAT YOUR CHILDREN MAINTAIN OPTIMAL HEALTH AS THEY GROW AND DEVELOP. PATIENT VISITS PROVIDED IN THE FISCAL YEAR 2024 FOR EACH OF THE LARGEST SERVICES ARE: BAYSIDE: 83,193 PENINSULA PEDIATRICS: 45,738 PEDIATRIC ASSOCIATES: 25,276

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $149,445,663
Investment Income $0
Other Revenue $0
TOTAL REVENUE $149,445,663

Expense Breakdown

Grants Paid $0
Salaries & Benefits $44,817,996
Fundraising Expenses $0
Program Expenses $146,147,562
Other Expenses $115,315,093
TOTAL EXPENSES $160,133,089

Year-over-Year Comparison

2023 2022 Change
Revenue $149,445,663 $136,024,516 +0.1%
Expenses $160,133,089 $150,208,225 +0.1%
Net Income $-10,687,426 $-14,183,709 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
3
Employees
508
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$4,789,655
Total Directors
10
$4,278,609
Key Employees
4
$1,392,701
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dana Haering EVP & CFO 3.0
Officer
$0 $86,599 $1,191,460
Dennis P Lund MD Director (until 6/24) 1.0
Officer Director
$0 $76,036 $1,056,851
Patrick Idemoto Former Interim CEO 10.0
$0 $158,341 $835,166
Allen Metzenberg Dir., Secretary (as of 1/1/24) 1.0
Officer Director
$0 $71,138 $744,785
Tim Cornell MD Director 1.0
Director
$0 $85,904 $680,414
Chantal Volel-Torres Director and CEO 17.0
Officer Director
$0 $112,725 $669,790
Andrew Smith MD CMO 50.0
Officer Director
$0 $98,610 $632,733
Rick Vance COO 50.0
Key Emp
$499,972 $52,901 $552,873
Tzielan Lee MD Secr(to 12/23), VC(as of 1/24) 1.0
Officer Director
$0 $123,760 $494,036
Tika Martin Director, Human Resources 50.0
Highest
$304,436 $78,847 $383,283
Tammy Ojeda-Leao Director General Pediatrics 50.0
Highest
$275,467 $106,751 $382,218
Emily Kruger DIR., PHYSICIAN NETWORK FIN. 50.0
Key Emp
$104,381 $55,358 $352,304
Michael Lipman Director, Provider Recruit. 50.0
Highest
$291,010 $27,691 $318,701
Samar S Shakoor DIR - PHYSICIAN RELATIONS 50.0
$0 $54,800 $303,106
Ivana Chang Director, Compliance 50.0
Highest
$227,802 $64,945 $292,747
Dorothy Naidu Director, Clinical Quality 50.0
Highest
$230,455 $45,740 $276,195
Danielle Kumar Practice Manager 50.0
Key Emp
$153,555 $98,290 $251,845
Susan Ault PRACTICE MANAGER III 50.0
Key Emp
$195,522 $40,157 $235,679
Bill Thompson Director (as of 3/20) 1.0
Director
$0 $0 $0
John Walker Dir., Chair (AS OF 1/1/24) 1.0
Officer Director
$0 $0 $0
Lisa Erburu MD Director 1.0
Director
$0 $0 $0
MALINDA MITCHELL Dir., Chair (until 12/31/23) 1.0
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $149,445,663 $160,133,089 $46,694,798 $-10,687,426
2023 $136,024,516 $150,208,225 $40,546,958 $-14,183,709
2022 $124,685,692 $138,652,203 $35,559,782 $-13,966,511
2021 $119,394,567 $133,226,293 $36,765,810 $-13,831,726
2020 $105,542,760 $125,532,946 $36,301,332 $-19,990,186
2019 $108,444,792 $122,832,720 $27,033,337 $-14,387,928
2018 $98,604,230 $106,517,839 $29,253,236 $-7,913,609
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