01
Subscriber Administration
Coordinates invitation, onboarding, subscription-document completeness, AML/KYC and accredited-investor verification status, funding status, and manager-acceptance readiness.
Program administration with defined boundaries
Complex charitable health programs need disciplined infrastructure.
Precision Health Administration, LLC provides non-discretionary administrative and compliance support for private charitable health programs — organizing the workflow among managers, prospective subscribers, service providers, charitable donees, and independent professionals.
Controlled onboardingDocuments, status tracking, workflow and escalation.
Compliance timingCalendars, filing support, approvals and evidence.
Charitable recordsDonee diligence coordination and substantiation files.
Year-end readinessData organization and tax-package coordination.
Compliance Support for Charitable Health Programs
OnboardingCompliance CoordinationDocument ControlReporting
What we do
One administrative layer across the program lifecycle.
PHA is designed to make complex programs more controllable: clear handoffs, documented status, disciplined records, and defined escalation points.
02
Document & Data Control
Maintains version discipline for governing documents, data-room materials, executed agreements, supporting records, status trackers, and controlled program communications.
03
Compliance Calendar
Tracks manager approval dates, Regulation D and state-notice timing, required deliverables, open exceptions, and completion evidence for escalation to counsel or other professionals.
04
Charitable Substantiation
Coordinates donee diligence, donation documentation, acknowledgments, appraisal and Form 8283 workflow status, and supporting records without determining tax treatment or value.
05
Professional Coordination
Routes information among managers, counsel, accountants, appraisers, verification providers, administrators, escrow agents, platforms, and charitable organizations according to assigned roles.
06
Reporting & Exception Control
Builds consolidated trackers and dashboards that distinguish complete, pending, deficient, and escalated items rather than allowing gaps to disappear across disconnected systems.
07
Year-End Tax Package Support
Organizes member-level data and supporting documents for delivery to the engaged accounting and tax-reporting professionals and coordinates tax-booklet assembly and distribution.
08
Audit & Record Readiness
Preserves the evidentiary trail: what was received, when it was received, which version controlled, who approved it, what remained open, and when the issue was resolved.
Controlled workflow
From first invitation to final reporting package.
The process is designed around sequence. Completion of one step does not substitute for another, and Manager approval remains the admission decision.
STEP 01
Controlled invitationAccess is initiated through the authorized program channel and tied to the correct prospective-subscriber record.STEP 02
Profile & documentsRequired personal or entity information, questionnaires and supporting documents are completed and tracked.STEP 03
Verification statusPHA coordinates and monitors AML/KYC and Rule 506(c) accreditation verification workflows performed through the designated process or provider.STEP 04
Execution & fundingExecuted subscription documents and receipt of funds are confirmed before the record is presented for Manager action.STEP 05
Manager approvalThe Manager alone accepts, rejects, delays or conditions a subscription and determines admission under the governing documents.STEP 06
Compliance & donation recordsFiling calendars, program records, charity diligence and donation-substantiation workstreams are tracked to completion.STEP 07
Year-end handoffMember data and supporting records are organized for accounting, tax reporting, Form 8283 support and member tax-booklet coordination.Control principle: signing, verification, funding, or platform status alone does not constitute acceptance or admission. PHA documents the workflow; the applicable Manager and independent professionals retain their assigned authority.
Program support
Built from active charitable-health administration.
PHA’s operating model has been developed around real programs with different products, timelines, professional teams, and charitable deployment structures — while maintaining the same core controls.
Recombinant Diagnostics, LLC
PHA supports the administrative and compliance workflow surrounding a private charitable-health program, including prospective-subscriber records, document control, verification-status coordination, filing-timing support, charitable documentation and year-end reporting coordination.
Administrative focus: controlled onboarding, evidence preservation, compliance calendars, professional handoffs and substantiation readiness.
Liora Life Sciences, LLC
PHA coordinates a multi-provider environment involving the Managing Member, LPx, independent administration, escrow, accounting/tax reporting, appraisal, charitable donees and other professionals — with disciplined data-room and document-change control.
Administrative focus: self-onboarding workflow, exceptions, provider-role clarity, charity diligence coordination, member records and tax-package readiness.
Meridian Wound Care
PHA supports subscriber and program administration for a wound-care product donation structure, emphasizing documentation and funding before Manager approval, data-room control, charity diligence, donation records and final reporting coordination.
Administrative focus: sequence control, manager-approval readiness, charity and substantiation records, and integrated middle/back-office tracking.
Program descriptions are administrative in nature and are not offers, recommendations, tax representations, medical claims, or descriptions of any person’s expected outcome. Each program is governed by its own documents and professional engagements.
Role clarity
PHA administers the process. It does not replace the professionals.
PHA operates under the direction of the applicable program Manager and provides non-discretionary administrative and compliance coordination. Authority remains where the governing documents and professional engagements place it.
Not a broker-dealer
Not an investment adviser
Not a placement agent or solicitor
Not a fiduciary or discretionary manager
Not legal or tax counsel
Not an accountant or CPA
Not an appraiser or valuation provider
Not a medical or clinical provider
Control framework
Administrative discipline where mistakes become expensive.
✓
Manager-controlled acceptancePHA prepares and tracks the record; the Manager makes the admission and program decisions.
✓
Source-controlled documentsCurrent governing documents and approved data-room materials control over informal summaries or superseded copies.
✓
Independent professional functionsLegal, tax, accounting, appraisal, verification and clinical determinations remain with the professionals engaged for those functions.
✓
Escalation over improvisationOpen or conflicting matters are documented and escalated rather than resolved by assumption.
✓
Audit-ready evidenceDates, versions, approvals, status and supporting documents are retained so the record can be reconstructed.
About PHA
Administration designed around accountability.
“The value of administration is not another layer of decision-making. It is making sure the right decision-maker has a complete, controlled record at the right time.”
Precision Health Administration, LLC was built to support charitable health programs whose administrative requirements span securities onboarding, subscriber documentation, compliance timing, charitable substantiation, professional-provider coordination, and year-end reporting.
The operating philosophy is straightforward: define each party’s role, standardize the workflow, preserve source documents, maintain a reliable status record, and escalate exceptions to the person with authority to resolve them.
Process before personalityRepeatable controls reduce dependency on informal knowledge.
One controlled recordData, documents and status should reconcile across systems.
Boundaries matterAdministration coordinates expertise; it does not impersonate it.
Preparation, not promisesStrong records support review without guaranteeing outcomes.
Contact
Precision Health Administration, LLC
For program managers and professional teams seeking disciplined administrative infrastructure for a charitable health program.
Emailjbernson@pha-us.com
Phone(801) 565-0502
Office9561 S. 700 East, Suite 202
Sandy, Utah 84070
Sandy, Utah 84070
Websitepha-us.com