Iehp Foundation FY2023 filing

Tax-deductible

Rancho Cucamonga, CA501(c)(3)Since 2021Health CareEIN 36-5021477Revenue $63.8M in FY2023

On file with the IRSiehp.org9500 Cleveland Ave Suite 180, 91730-5905 · Rancho Cucamonga, CATax-exempt since Oct 2022Publicly supported charity — 170(b)(1)(A)(vi)

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To provide financial support for healthcare needs for inland empire residents.

501(c)(3) charity; gifts are tax-deductible.
45¢ of each $1 spent went to programs.
$584K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $47.2M a year · 94% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
45%
of spending
Concern: 45% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$584K
to officers and key staff · 88% of spending
Concern: pay to officers and key staff is 88% of spending; over 30%.
Pt VII · Sec A
Cash reserves
514 mo
of spending, in cash
Looks good: 514.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $2.9M
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7K
<0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$63.8M
+26% vs prior year
Spent
$661K
To programs
45%
Net assets
$118.9M
By yearFY2022–FY2024
Revenue
$63.8M
FY2023▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2022$50.5M
FY2023$63.8M
FY2024$35.7M
Expenses
$661K
FY2023▲ ×55
Tap a bar for its year
Expenses by fiscal year
FY2022$12K
FY2023$661K
FY2024$7.6M
Net assets
$118.9M
FY2023▲ +136%
Tap a bar for its year
Net assets by fiscal year
FY2022$50.4M
FY2023$118.9M
FY2024$160.3M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

45 cents of each dollar spent went to programs.

Program services 45% · $296K Management & general 55% · $364K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $584K paid to officers and key staff.

Part VII, Section A · reportable compensation
SR Finance Director
$253,940Pt VII · Sec A
Marketing & Comm Manager
$122,737Pt VII · Sec A
$98,138Pt VII · Sec A
$27,600Pt VII · Sec A
Vice Chair
$27,200Pt VII · Sec A
$21,600Pt VII · Sec A
$18,000Pt VII · Sec A
$14,800Pt VII · Sec A

Randee Robertssenior’s $350K as Director, Finance (left Dec. 2024) is at the 56th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022
Randee Robertssenior$349,651——
Randee Roberts—$253,940$91,981
Gregory Bradbard$247,740——
Deanna Hendrick$137,522$122,737—
Sara Omari$108,224——
Angelica Baltazar—$98,138$60,410
Stephen Bennett$8,400$27,600—
Karen Scott$8,800$27,200—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps Inland Empire residents pay for healthcare needs.

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Provided by the organization

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2 programs · $296K · in their own filed words · FY2023
01

Board Discretionary Funds Microgrants

A responsive approach to the immediate needs of local community-based organizations, these microgrants were awarded to 33 organizations, totaling $200,000 collectively. Funds were to be expended in 2023 by the grantee and used to support general operations towards achieving health equity.

$200Kprogram expense
02

To provide financial support for the foundation's mission to improve vibrant health

$96Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$2.9M
Grants paid · 50 grants · $2.5M · 2023–2024
Lift to RiseCA · FY2024$75,000
Path of Life MinistriesCA · FY2024$70,000
Childrens Fund IncorporatedCA · FY2024$70,000
Vision Y CompromisoCA · FY2024$65,000
Sahaba Initiative INCCA · FY2024$65,000
Reach Out West EndCA · FY2024$65,000
Pacific ClinicsCA · FY2024$65,000
Operation New HopeCA · FY2024$65,000
Marys Mercy CenterCA · FY2024$65,000
See all 50 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$63.8M
Ln 12
Gifts and grantsLn 1h$61.5M
Investment incomeLn 3$2.3M
Other incomeLn 4–11$1K
Money outPt IX
$661K
Ln 25
Programscol B$296K
Managementcol C$364K
Owns and owesPt X
$118.9M
net assets · Ln 32
Cash and savingsLn 1–2$28.3M
Total assetsLn 16$118.9M
LiabilitiesLn 26$7K
PeoplePt VI, VII
11
listed · VII A
PaidVII A8
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$61.5M
Government grantsLn 1e$61.5M
Investment incomeLn 3$2.3M
Other incomeLn 4–11$1K
Gains on assetsLn 7−$12K
Total revenueLn 12$63.8M
Assets in detailPt X, end of year
CashLn 1$18.8M
SavingsLn 2$9.5M
Cash and savings togetherLn 1–2$28.3M
InvestmentsLn 11–13$90.5M
Total assetsLn 16$118.9M
LiabilitiesLn 26$7K
Net assetsLn 32$118.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$50.5M$28.3M
InvestmentsLn 11–13$90.5M
Total assetsLn 16$50.5M$118.9M
LiabilitiesLn 26$12K$7K
Net assetsLn 32$50.4M$118.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$200K$200K
Legal feesLn 11b$15K$6K$9K
Accounting feesLn 11c$23K$23K
Other fees for servicesLn 11g$198K$63K$135K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$6K$6K
Information technologyLn 14$18K$2K$16K
TravelLn 17$5K$3K$2K
Conferences, conventions and meetingsLn 19$16K$9K$7K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$172K$13K$160K
All other expensesLn 24e$784$784
Total functional expensesLn 25$661K$296K$364K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $35.7M$7.6M$28.1M$160.3M 990 PDF
FY2023 Viewing $63.8M$661K$63.1M$118.9M 990 PDF
FY2022 $50.5M$12K$50.4M$50.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $63,808,304 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $50,000,000$61,534,304
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $451,249$2,272,560
I-11 Other revenuePrior year $0$1,440
I-12 Total revenuePrior year $50,451,249$63,808,304
I-13 Grants and similar amounts paidPrior year $0$200,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $11,933$460,597
I-18 Total expensesPrior year $11,933$660,597
I-19 Revenue less expensesPrior year $50,439,316$63,147,707
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $63,808,304 across 6 lines filed
VIII-1e Government grants$61,534,304
VIII-1h Total contributions, gifts and grants$61,534,304
VIII-3 Investment incomeExcluded from tax $2,284,917$2,284,917
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$12,357−$12,357
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,440$1,440
VIII-12 Total revenueRelated to mission $1,440 · Unrelated business $0 · Excluded from tax $2,272,560$63,808,304
Part IX · Statement of functional expenses $660,597 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $200,000$200,000
IX-11b Legal feesPrograms $5,812 · Management $9,070$14,882
IX-11c Accounting feesManagement $22,600$22,600
IX-11g Other fees for servicesPrograms $63,260 · Management $134,631$197,891
IX-12 Advertising and promotionManagement $4,357$4,357
IX-13 Office expensesManagement $6,112$6,112
IX-14 Information technologyPrograms $1,749 · Management $15,918$17,667
IX-17 TravelPrograms $3,165 · Management $1,947$5,112
IX-19 Conferences, conventions and meetingsPrograms $9,424 · Management $7,073$16,497
IX-23 InsuranceManagement $2,366$2,366
IX-24 Other expenses (24a–d)Programs $12,794 · Management $159,535$172,329
IX-24e All other expensesManagement $784$784
IX-25 Total functional expensesPrograms $296,204 · Management $364,393 · Fundraising $0$660,597
Part X · Balance sheet $118,876,465 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $50,451,249$18,831,211
X-2 Savings and temporary cash investments$9,479,564
X-9 Prepaid expenses and deferred charges$45,254
X-11 Publicly traded securities$90,520,436
X-16 Total assetsStart of year $50,451,249$118,876,465
X-17 Accounts payable and accrued expensesStart of year $11,933$5,658
X-25 Other liabilitiesStart of year $0$1,200
X-26 Total liabilitiesStart of year $11,933$6,858
X-27 Net assets without donor restrictionsStart of year $50,439,316$18,869,607
X-28 Net assets with donor restrictions$100,000,000
X-32 Total net assets or fund balancesStart of year $50,439,316$118,869,607
X-33 Total liabilities and net assetsStart of year $50,451,249$118,876,465
Part XI · Reconciliation of net assets $118,869,607 net assets at year end
XI-1 Total revenue$63,808,304
XI-2 Total expenses$660,597
XI-3 Revenue less expenses$63,147,707
XI-4 Net assets at start of year$50,439,316
XI-5 Net unrealized gains (losses) on investments$5,282,584
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$118,869,607

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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