Nonprofit · EIN 68-0437840
PETALUMA HEALTH CENTER
Tax-exempt · PETALUMA, CA 94954
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $83,868,071 | $76,028,092 | $7,839,979 | $63,318,905 | $23,122,273 | $40,196,632 |
| June 30, 2024 | 990 | $76,581,487 | $76,135,638 | $445,849 | $55,258,656 | $23,012,552 | $32,246,104 |
| June 30, 2023 | 990 | $73,522,685 | $71,250,151 | $2,272,534 | $57,279,151 | $25,686,938 | $31,592,213 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,447,707
- of which government grants
- $8,886,499
- Program service revenue
- $73,161,939
- Investment income
- $115,442
- Net gain from sales of assets
- -$20,687
- Tax-exempt bond proceeds
- $16,152
- Other revenue
- $142,983
Expenses
- Grants and similar amounts paid
- $51,562
- Compensation of officers, directors and key employees
- $3,260,457
- Other salaries and wages
- $36,789,017
- Salaries, compensation and benefits (total)
- $53,006,504
- Professional fundraising fees
- $0
- Legal fees
- $156,411
- Accounting fees
- $64,582
- Occupancy
- $3,467,699
- Travel
- $108,825
- Depreciation
- $2,521,502
- Program services (functional)
- $59,844,661
- Management and general (functional)
- $16,183,431
Balance sheet and other
- Total assets, start of year
- $55,258,656
- Total assets, end of year
- $63,318,905
- Total liabilities, end of year
- $23,122,273
- Net assets, end of year
- $40,196,632
- Land, buildings and equipment
- $21,437,432
- Publicly traded securities
- $3,933,488
- Net assets without donor restrictions
- $40,151,632
- Net assets with donor restrictions
- $45,000
- Gross unrelated business income
- $52,706
- Gross receipts
- $85,024,740
- Employees
- 610
- Volunteers
- 74
- Year formed
- 1999
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NURIT LICHT MD | CHIEF MEDICAL OFFICER Officer | 40 | $348,046 | $46,671 |
| PEDRO TOLEDO JD MA MHSA | CHIEF EXECUTIVE OFFICER Officer | 40 | $341,314 | $51,749 |
| KEN WEINSTOCK MD | DIRECTOR OF BEHAVIORAL HEALTH Highest-paid employee | 40 | $338,467 | $32,513 |
| REBECCA KATZ MD | MED DIR OF PRIMARY CARE/CLINICAL INT Key employee | 40 | $308,082 | $43,785 |
| SCOTT HOLMES MD | MEDICAL DIRECTOR, PRIMARY CARE Highest-paid employee | 40 | $305,781 | $40,552 |
| MOLLY JOUANEH CMA | CHIEF FINANCIAL OFFICER Officer | 40 | $302,876 | $37,485 |
| RAMONA ENGLISH DDS | CHIEF DENTAL OFFICER Officer | 40 | $302,204 | $36,482 |
| JONATHAN CHOE MD | FAMILY PHYSICIAN Highest-paid employee | 30 | $289,949 | $17,713 |
| KATHRYN POWELL MHA MA | FORMER CEO (THRU 6/2024) Former | 40 | $293,299 | $14,352 |
| IAN HOPPER DO | PEDIATRICIAN Highest-paid employee | 40 | $275,269 | $31,090 |
| CARLIN CHI MD | MEDICAL DIRECTOR, PRIMARY CARE Key employee | 36 | $259,855 | $42,067 |
| IUN-IU CHEN DO | ASSOC MED DIR, PRIMARY CARE Highest-paid employee | 34 | $274,695 | $17,943 |
| JOHN PENDLETON | FORMER KEY EE / CURRENT PHYSICIAN Former | 32 | $251,040 | $28,044 |
| FIONA REDWOOD MD | FORMER KEY EE / CURRENT PHYSICIAN Former | 40 | $240,345 | $33,782 |
| CHRISTINA GOMEZ-MIRA MD | ASSOC MED DIR, RURAL HEALTH SERVICES Key employee | 36 | $237,581 | $13,649 |
15 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SVEINN SIGURDSSON MA MS-HSM | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $201,424 | $35,344 |
| KIMBERLY KELLER MBA | CHIEF OPERATIONS OFFICER Officer | 40 | $173,533 | $27,488 |
| ROBERT RAMIREZ | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TOM ISAAK | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PHOEBE ELLIS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ELIZABETH GOLDBLATT | TREASURER (THRU 2/2025) / DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| ANNE MIRANTE | TREASURER (START 2/2025) Trustee or director, Officer | 2 | $0 | $0 |
| WILLIAM BARRETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FERNANDO CARRILLO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIANA GUERRERO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SILVIA RODRIGUEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DARLENE SANDOVAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TERESA TAYLOR-KING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CATHERINE WEST | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALAN CHAN PHARMD | CHIEF PHARMACY OFFICER (START 1/2025) Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN POWELL MHA MA | CEO THROUGH 2/2024 / CEO EMERITA Officer | 40 | $481,799 | $47,790 |
| NURIT LICHT MD | CHIEF MEDICAL OFFICER Officer | 40 | $337,737 | $45,552 |
| KEN WEINSTOCK MD | DIR OF BEHAVIORAL HEALTH SERVICES Highest-paid employee | 40 | $323,002 | $34,032 |
| RAMONA ENGLISH DMD | CHIEF DENTAL OFFICER Officer | 40 | $307,442 | $34,609 |
| MOLLY JOUANEH CMA | CHIEF FINANCIAL OFFICER Officer | 40 | $304,906 | $35,236 |
| PEDRO TOLEDO MD MA MHSA | INTERIM CEO START 2/2024 Officer | 40 | $279,896 | $44,165 |
| PHILIPPE EDOUARD MD FACP | INTERNAL MEDICINE PHYS, GERIATRICS Highest-paid employee | 40 | $285,260 | $19,983 |
| SCOTT HOLMES MD | DIRECTOR OF CLINICAL INFORMATICS Highest-paid employee | 40 | $270,080 | $34,177 |
| REBECCA KATZ MD | MED DIR OF PRIMARY CARE/CLINICAL INTG Key employee | 40 | $261,629 | $38,589 |
| CARLIN CHI MD | MEDICAL DIRECTOR, PRIMARY CARE Key employee | 36 | $245,604 | $36,207 |
| KARL GREER MD | LEAD PHYSICIAN, ADDICTION MEDICINE Highest-paid employee | 40 | $253,574 | $26,271 |
| JONATHAN CHOE MD | FAMILY PHYSICIAN Highest-paid employee | 30 | $255,922 | $15,200 |
| FIONA REDWOOD MD | FORMER KEY EE / CURRENT PHYSICIAN Former | 32 | $233,640 | $30,117 |
| TIFFANY JIMENEZ RN | CHIEF OPERATING OFFICER THRU 3/2024 Officer | 40 | $207,683 | $51,584 |
| JOHN PENDLETON MD | FORMER KEY EE / CURRENT PHYSICIAN Former | 32 | $222,829 | $27,626 |
| IUN-LU AILEEN CHEN DO | FORMER KEY EE / CURRENT PHYSICIAN Former | 36 | $233,792 | $15,682 |
| SVEINN SIGURDSSON MA MS-HSM | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $194,730 | $32,135 |
| CHRISTINA GOMEZ-MIRA MD | FORMER KEY EE / CURRENT PHYSICIAN Former | 36 | $214,896 | $11,411 |
| DANIELLE ORYN DO MPH | FORMER OFFICER / CURRENT PHYSICIAN Former | 40 | $186,704 | $19,188 |
| KIMBERLY KELLER MBA | CHIEF OPERATING OFFICER START 5/2024 Officer | 40 | $159,353 | $24,897 |
| ROBERT RAMIREZ | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TOM ISAAK | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| PHOEBE ELLIS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ELIZABETH GOLDBLATT | INTERIM TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| WILLIAM BARRETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| FERNANDO CARRILLO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CECILIA G CASTANEDA | BOARD MEMBER THROUGH 5/2024 Trustee or director | 2 | $0 | $0 |
| ANNE MIRANTE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SILVIA RODRIGUEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TERESA TAYLOR-KING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ELISA VELASQUEZ-ANDRADE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CATHERINE WEST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN POWELL MHA MA | CHIEF EXECUTIVE OFFICER Officer | 40 | $434,511 | $51,060 |
| KEN WEINSTOCK MD | DIR. OF BEHAVIORAL HEALTH SERVICES Key employee | 40 | $326,470 | $39,479 |
| NURIT LICHT MD | CHIEF MEDICAL OFFICER Officer | 40 | $318,847 | $41,934 |
| RAMONA ENGLISH DMD | CHIEF DENTAL OFFICER Officer | 40 | $319,419 | $23,101 |
| PEDRO TOLEDO JD MA MHSA | CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $286,447 | $41,657 |
| MOLLY JOUANEH CMA | CHIEF FINANCIAL OFFICER Officer | 40 | $308,373 | $11,753 |
| PHILIPPE EDOUARD MD FACP | FAMILY PHYSICIAN Highest-paid employee | 40 | $295,086 | $23,846 |
| KARL GREER MD | FAMILY PHYSICIAN Highest-paid employee | 40 | $273,980 | $23,663 |
| DANIELLE ORYN DO MPH | CHIEF MEDICAL INFORMATICS OFFICER Officer | 40 | $253,744 | $31,236 |
| CASSIE IUTZI MD MPH | FAMILY PHYSICIAN Highest-paid employee | 40 | $245,201 | $34,753 |
| SHANNON MENTOCK MD | FAMILY PHYSICIAN Highest-paid employee | 40 | $270,787 | $7,717 |
| CARLIN CHI MD | MEDICAL DIRECTOR, PRIMARY CARE Key employee | 40 | $242,016 | $33,702 |
| REBECCA KATZ MD | PRIMARY CARE SITE DIRECTOR Key employee | 36 | $233,256 | $40,918 |
| FIONA REDWOOD MD | CLINICAL SERV. DIR. - WOMEN'S HEALTH Key employee | 32 | $239,108 | $31,506 |
| ANDREW ASCHROFT MD MPH | FAMILY PHYSICIAN Highest-paid employee | 36 | $226,912 | $40,268 |
| JONATHAN CHOE MD | ASSOC. MEDICAL DIR., WOMEN'S HEALTH Key employee | 34 | $248,562 | $12,401 |
| SCOTT HOLMES DO | ASSOC. MEDICAL DIR., PRIMARY CARE Key employee | 40 | $234,411 | $16,507 |
| JOHN PENDLETON MD | ASSOC. MEDICAL DIRECTOR, OPERATIONS Key employee | 34 | $220,768 | $30,104 |
| TIFFANY JIMENEZ RN | CHIEF OPERATING OFFICER Officer | 40 | $205,322 | $38,532 |
| IUN-LU AILEEN CHEN DO | ASSOC. MEDICAL DIR., PRIMARY CARE Key employee | 38 | $217,258 | $18,584 |
| CHRISTINA GOMEZ-MIRA MD | LEAD PHYS, RURAL PRIMARY CARE SERV Key employee | 36 | $201,615 | $12,159 |
| MICHELLE GLANCY MBA | CHRO THROUGH 10/2022 Officer | 40 | $131,642 | $11,893 |
| ROBERT RAMIREZ | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ELISA VELASQUEZ-ANDRADE MA PHD | VP THROUGH 1/2023 / BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| TOM ISAAK BS | VICE PRESIDENT START 1/2023 Trustee or director, Officer | 2 | $0 | $0 |
| VANESSA LUNA SHANNON | SECRETARY THROUGH 10/2022 Trustee or director, Officer | 2 | $0 | $0 |
| PHOEBE ELLIS JDMSW BS | SECRETARY START 10/2022 Trustee or director, Officer | 2 | $0 | $0 |
| MARC POUNDS CPA | TREASURER THROUGH 5/2023 Trustee or director, Officer | 2 | $0 | $0 |
| ELIZABETH LIZA GOLDBLATT PHD MPA | INTERIM TREASURER START 5/2023 Trustee or director, Officer | 2 | $0 | $0 |
| WILLIAM BARRETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| FERNANDO CARRILLO BA CPFA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CECILIA CASTANEDA BA LCSW | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SILVIA RODRIGUEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TERESA TAYLOR-KING MPA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CATHERINE WEST MD DRPH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1179 N MCDOWELL BLVD, PETALUMA, CA 94954-1110
- In care of
- % PETA
- Principal officer (990 for 2024)
- PEDRO TOLEDO JD MA MHS, 1016 CLEGG COURT, PETALUMA, CA 94954
- Signed the 990
- MOLLY JOUANEH, CFO
- Phone
- (707) 559-7500
- Website
- WWW.PHEALTHCENTER.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0437840 or by the name PETALUMA HEALTH CENTER.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PETALUMA HEALTH CENTER'S MISSION IS TO ENSURE ACCESS TO HIGH-QUALITY HEALTH CARE AND ACHIEVE HEALTH EQUITY FOR THE COMMUNITIES WE SERVE.
Program accomplishments
- FAMILY PRACTICE SERVICES PROVIDED TO PATIENTS. THE TOTAL NUMBER OF FAMILY PRACTICE VISITS DURING FISCAL YEAR-ENDING JUNE 30, 2025 WAS 118,845.Expenses $28,692,139 · revenue $36,964,446
- GENERAL DENTISTRY AND FLUORIDE VARNISHING SERVICES PROVIDED TO PATIENTS. THE TOTAL NUMBER OF DENTAL VISITS DURING THE FISCAL YEAR-ENDING JUNE 30, 2025 WAS 32,687.Expenses $8,738,426 · revenue $11,979,993
- OBSTETRIC AND GYNECOLOGY SERVICES PROVIDED TO PATIENTS, INCLUDING BIRTHING AND PREGNANCY SERVICES. THE TOTAL NUMBER OF OB/GYN VISITS DURING FISCAL THE FISCAL YEAR-ENDING JUNE 30, 2025 WAS 18,423.Expenses $3,581,575 · revenue $5,938,766
- OTHER PROGRAM SERVICES INCLUDE INTEGRATED BEHAVIORAL HEALTH, VISION, WELLNESS, AND NUTRITION PROGRAMS FOR PATIENTS; ADDITIONALLY, THE ORGANIZATION OPERATES A NURSE PRACTITIONER AND PHYSICIAN'S ASSISTANT RESIDENCY PROGRAM TO TRAIN NEW NP/PA'S IN THE COMMUNITY MEDICINE MODEL OF CARE.Expenses $18,832,521 · grants $51,562 · revenue $18,278,734
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0437840
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E32)
- Assets (IRS master file)
- $63,318,905
- Income (IRS master file)
- $85,024,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $83,868,071 | $76,028,092 | $63,318,905 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $76,581,487 | $76,135,638 | $55,258,656 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $73,522,685 | $71,250,151 | $57,279,151 | XML |
| 990 | June 2022 | $63,544,286 | $60,008,787 | $54,279,302 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0437840).
Questions about PETALUMA HEALTH CENTER
- What is the EIN of PETALUMA HEALTH CENTER?
- The employer identification number (EIN) of PETALUMA HEALTH CENTER is 68-0437840.
- Is PETALUMA HEALTH CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to PETALUMA HEALTH CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PETALUMA HEALTH CENTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PETALUMA HEALTH CENTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETALUMA HEALTH CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PETALUMA HEALTH CENTER?
- The 990 for the year ended June 30, 2025 names PEDRO TOLEDO JD MA MHS.
- Who are the officers and directors of PETALUMA HEALTH CENTER?
- The 990 for the year ended June 30, 2025 lists 30 people; 17 received compensation from the organization, the highest $348,046 (NURIT LICHT MD, CHIEF MEDICAL OFFICER).
- How much revenue does PETALUMA HEALTH CENTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $83,868,071, expenses of $76,028,092 and total assets of $63,318,905 at year end.
Other nonprofits in PETALUMA
- ALIADOS HEALTH NETWORK EIN 32-0230954 · last filed 990 for 2025
- ALIADOS HEALTH EIN 94-3220029 · last filed 990 for 2025
- SENIOR ADVOCACY SERVICES EIN 94-2684774 · last filed 990 for 2025
- GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC EIN 68-0404917 · last filed 990 for 2025
- HEALTHY PETALUMA FOUNDATION EIN 88-0631005 · last filed 990 for 2025
- DRIVER REHABILITATION INSTITUTE EIN 84-2116219 · last filed 990 for 2025
- GATHERING THYME SCHOOL OF WESTERN HERBALISM FISCALLY SPONSORED BY MA EIN 86-1297004 · last filed 990-EZ for 2024
- SONOMA COAST TRAUMA TREATMENT EIN 45-1520865 · last filed 990-N for 2025