HOAG HOSPITAL FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOAG HOSPITAL FOUNDATION (EIN 95-3222343)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349304466
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:06:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH HOPE STREET SUITE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953222343 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOAG HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOAG | BusinessNameControlTxt |
| Phone | 9497647217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 PLACENTIA AVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFF MCCLOSKEY | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 9497647217 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY K MOEN | PreparerPersonNm |
| PTIN | P01800653 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROLINE PEREIRA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 PLACENTIA AVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $224,151,177 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOAGHOSPITALFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF HOAG HOSPITAL FOUNDATION IS ADVANCING THE MISSION OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN THROUGH MEANINGFUL AND INSPIRATIONAL PHILANTHROPIC PARTNERSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 112 | TotalVolunteersCnt |
| Total Gross UBI | $1,850,837 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $156,365 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $100,854,898 | PYContributionsGrantsAmt |
| CY Contributions Grants | $132,574,961 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,537,282 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,693,524 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$444,098 | PYOtherRevenueAmt |
| CY Other Revenue | -$330,683 | CYOtherRevenueAmt |
| PY Total Revenue | $112,948,082 | PYTotalRevenueAmt |
| CY Total Revenue | $157,937,802 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,906,533 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,333,389 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,258,697 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,305,745 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,746,241 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,081,820 | PYOtherExpensesAmt |
| CY Other Expenses | $6,013,300 | CYOtherExpensesAmt |
| PY Total Expenses | $50,247,050 | PYTotalExpensesAmt |
| CY Total Expenses | $51,652,434 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $62,701,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $106,285,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $627,739,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $749,188,183 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,259,595 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,632,738 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $609,479,738 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $730,555,445 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HOAG HOSPITAL FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE FUNDS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,333,389 | ExpenseAmt |
| Grant | $29,333,389 | GrantAmt |
| Desc | PROVIDE SUPPORT TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN FOR EXPANSION, EQUIPMENT, PROGRAMS, NURSING SCHOLARSHIPS AND VARIOUS OPERATING EXPENSES. | Desc |
| Total Program Service Expenses | $29,333,389 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOFF MCCLOSKEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497647217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 PLACENTIA AVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT BRAITHWAITE | ||||||||||
| CEO, HOAG HOSPITAL | 2.00 | 57.00 | Yes (X) | $0 | $3,865,063 | $56,443 | ||||
| DEBORAH H MARGOLIS | ||||||||||
| BOARD CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN G MUZZY | ||||||||||
| BOARD VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KYLE B WESCOAT | ||||||||||
| BOARD TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE A CONNELLY | ||||||||||
| BOARD SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY A ALLEN | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA A ARGYROS | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR A ASSAD | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP A BELLING | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA L BERCHTOLD | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| IRVING M CHASE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETTY E HUANG | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLYN C MCKITTERICK | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY A FUDGE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WHITNEY K GOMEZ | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK A HARDTKE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY PICKETT | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL C LIN | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEVON R MARTIN | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD H TAKETA | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| AIDAN A RANEY MD | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE SHEN | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CYNTHIA STOKKE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLINE PEREIRA | ||||||||||
| FOUNDATION PRESIDENT | 50.00 | 0.00 | $0 | $338,437 | $25,444 | Yes (X) | ||||
| GEOFFREY M MCCLOSKEY | ||||||||||
| VP SR FINANCE & OPERATIONS | 50.00 | 0.00 | $0 | $635,135 | $62,885 | Yes (X) | ||||
| LYDDY C BULLOCK | ||||||||||
| FOUNDATION VP DEVELOPMENT | 50.00 | 0.00 | $0 | $435,469 | $29,520 | Yes (X) | ||||
| JENELLE SELTZER | ||||||||||
| VP DONOR RELATIONS | 50.00 | 0.00 | $0 | $386,564 | $44,238 | Yes (X) | ||||
| CARA UISPRAPASSORN | ||||||||||
| CHIEF MARKETING OFFICER - THRU 7/24 | 50.00 | 0.00 | $0 | $339,933 | $36,567 | Yes (X) | ||||
| ADAM DE LA PENA-GAFKE | ||||||||||
| VP CAMPAIGNS & DEV ANL - THRU 10/24 | 50.00 | 0.00 | $0 | $629,277 | $55,188 | Yes (X) | ||||
| GWEN G RITTER | ||||||||||
| FDN VP SR DEVELOPMENT | 50.00 | 0.00 | $0 | $442,326 | $66,622 | Yes (X) | ||||
| FLYNN ANDRIZZI | ||||||||||
| PRESIDENT FOUNDATION | 0.00 | 0.00 | $0 | $1,070,756 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,142,960 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $376,907 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRIE PARK CONSULTING | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7801 OX TRAIL WAY | AddressLine1Txt |
| City | VERONA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53593 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTANT | ServicesDesc |
| Compensation | $175,537 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $3,238 | FederatedCampaignsAmt |
| Fundraising | $1,902,542 | FundraisingAmt |
| Related Organizations | $130,000 | RelatedOrganizationsAmt |
| All Other Contributions | $130,539,181 | AllOtherContributionsAmt |
| Noncash Contributions | $7,975,373 | NoncashContributionsAmt |
| Total Contributions | $132,574,961 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,015,302 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,850,837 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,164,465 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,145,583 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,467,361 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,678,222 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,678,222 | TotalRevenueColumnAmt |
| Exclusion | $9,678,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $361,331 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,902,542 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $746,014 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$384,683 | TotalRevenueColumnAmt |
| Exclusion | -$384,683 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REBATES & REFUNDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $54,000 | TotalRevenueColumnAmt |
| Exclusion | $54,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,937,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,850,837 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,512,004 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,333,389 | TotalAmt |
| Program Services | $29,333,389 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,951,572 | TotalAmt |
| Management And General | $590,314 | ManagementAndGeneralAmt |
| Fundraising | $2,361,258 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,057,616 | TotalAmt |
| Management And General | $2,211,524 | ManagementAndGeneralAmt |
| Fundraising | $8,846,092 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,330 | TotalAmt |
| Management And General | $136,466 | ManagementAndGeneralAmt |
| Fundraising | $545,864 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933,924 | TotalAmt |
| Management And General | $186,785 | ManagementAndGeneralAmt |
| Fundraising | $747,139 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,303 | TotalAmt |
| Management And General | $136,061 | ManagementAndGeneralAmt |
| Fundraising | $544,242 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,721 | TotalAmt |
| Management And General | $65,144 | ManagementAndGeneralAmt |
| Fundraising | $260,577 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,488 | TotalAmt |
| Management And General | $8,098 | ManagementAndGeneralAmt |
| Fundraising | $32,390 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,762 | TotalAmt |
| Management And General | $47,762 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,338,480 | TotalAmt |
| Management And General | $1,338,480 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,544 | TotalAmt |
| Management And General | $112,309 | ManagementAndGeneralAmt |
| Fundraising | $449,235 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,048,142 | TotalAmt |
| Management And General | $209,628 | ManagementAndGeneralAmt |
| Fundraising | $838,514 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,743 | TotalAmt |
| Management And General | $138,749 | ManagementAndGeneralAmt |
| Fundraising | $554,994 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,643 | TotalAmt |
| Management And General | $48,729 | ManagementAndGeneralAmt |
| Fundraising | $194,914 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,302 | TotalAmt |
| Management And General | $2,860 | ManagementAndGeneralAmt |
| Fundraising | $11,442 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,329 | TotalAmt |
| Management And General | $39,866 | ManagementAndGeneralAmt |
| Fundraising | $159,463 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,004 | TotalAmt |
| Management And General | $44,601 | ManagementAndGeneralAmt |
| Fundraising | $178,403 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PURCHASED SERVICES | Desc |
| Total | $1,277,142 | TotalAmt |
| Management And General | $255,428 | ManagementAndGeneralAmt |
| Fundraising | $1,021,714 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,652,434 | TotalAmt |
| Program Services | $29,333,389 | ProgramServicesAmt |
| Management And General | $5,572,804 | ManagementAndGeneralAmt |
| Fundraising | $16,746,241 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,400,276 | BOYAmt |
| EOY | $44,223,434 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,370,060 | BOYAmt |
| EOY | $165,944,896 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,213,995 | BOYAmt |
| EOY | $194,564,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,221 | BOYAmt |
| EOY | $114,765 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,368 | BOYAmt |
| EOY | $339,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,521,289 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $849,197 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,635 | BOYAmt |
| EOY | $672,092 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,020,925 | BOYAmt |
| EOY | $79,005,241 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,556,853 | BOYAmt |
| EOY | $264,323,658 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,739,333 | BOYAmt |
| EOY | $749,188,183 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,833,119 | BOYAmt |
| EOY | $15,181,913 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,426,476 | BOYAmt |
| EOY | $3,450,825 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,259,595 | BOYAmt |
| EOY | $18,632,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,328,029 | BOYAmt |
| EOY | $147,992,826 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,151,709 | BOYAmt |
| EOY | $582,562,619 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,479,738 | BOYAmt |
| EOY | $730,555,445 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,739,333 | BOYAmt |
| EOY | $749,188,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $106,285,368 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,849,940 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$59,601 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,847,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,380,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,336,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,854,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,574,961 | CurrentTaxYearAmt |
| Total | $468,994,077 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,847,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,380,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,336,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,854,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,574,961 | CurrentTaxYearAmt |
| Total | $468,994,077 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $210,623,656 | SubstantialContributorsTotAmt |
| Public Support Total170 | $258,370,421 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,452,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,609,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,446,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,537,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,164,465 | CurrentTaxYearAmt |
| Total | $77,210,505 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $450,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,850,837 | CurrentTaxYearAmt |
| Total | $2,301,031 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $54,000 | CurrentTaxYearAmt |
| Total | $54,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $548,559,613 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $988,051 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.47100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,670,552 | BeginningYearBalanceAmt |
| Contributions | $2,256,832 | ContributionsAmt |
| Investment Earnings Or Losses | $18,939,494 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,368,828 | OtherExpendituresAmt |
| End Year Balance | $190,498,050 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,489,602 | BeginningYearBalanceAmt |
| Contributions | $2,332,591 | ContributionsAmt |
| Investment Earnings Or Losses | $17,818,659 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,970,300 | OtherExpendituresAmt |
| End Year Balance | $179,670,552 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,029,760 | BeginningYearBalanceAmt |
| Contributions | -$158,581 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,677,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,704,570 | OtherExpendituresAmt |
| End Year Balance | $165,489,602 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,655,908 | BeginningYearBalanceAmt |
| Contributions | $3,030,230 | ContributionsAmt |
| Investment Earnings Or Losses | $23,223,391 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,879,769 | OtherExpendituresAmt |
| End Year Balance | $184,029,760 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,701,793 | BeginningYearBalanceAmt |
| Contributions | $5,819,236 | ContributionsAmt |
| Investment Earnings Or Losses | $21,695,599 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,560,720 | OtherExpendituresAmt |
| End Year Balance | $164,655,908 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,521,289 | OtherCostOrOtherBasisAmt |
| Depreciation | $849,197 | DepreciationAmt |
| Book Value | $672,092 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $672,092 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED FUNDS | $103,517,865 | F |
| HEDGE FUNDS | $105,355,210 | F |
| EQUITY | $37,886,572 | F |
| REAL ASSETS | $17,564,011 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $264,323,658 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO HOAG MEMORIAL HOSPITAL | $3,072,269 |
| DUE TO HOAG CLINIC | $256,311 |
| SEVERANCE | $122,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,450,825 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $173,121,381 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,849,940 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $985,706 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $746,014 | OtherRevenueAmt |
| Revenue Not Reported | $16,581,660 | RevenueNotReportedAmt |
| Revenue Subtotal | $156,539,721 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,338,480 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $59,601 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,398,081 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $157,937,802 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,045,674 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $985,706 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $746,014 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,731,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $50,313,954 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,338,480 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,338,480 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,652,434 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS HOAG HOSPITAL FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE FINANCIAL SUPPORT FOR BOTH CURRENT AND FUTURE NEEDS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN. |
| PART X, LINE 2: | UNCERTAIN TAX POSITION UNDER ASC 740 FOOTNOTE FROM THE HMHP CONSOLIDATED AUDITED FINANCIAL STATEMENTS: ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC TOPIC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES WAS ACCRUED AT DECEMBER 31, 2024 AND 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 746,014. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPLIT INTEREST 59,601. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 746,014. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $103,040,099 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | INVESTMENTS | $4,350,744 |
| NORTH AMERICA | INVESTMENTS | $2,013,695 |
| EAST ASIA AND THE PACIFIC | INVESTMENTS | $897,922 |
| SOUTH AMERICA | INVESTMENTS | $93,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $110,396,413 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $110,396,413 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUE OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED DECEMBER 31, 2024. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | C1000 | Event1Nm |
| Gross Receipts Event1 | $1,169,986 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,131,952 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,034 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $14,708 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $90,127 | OtherDirectExpensesEvent1Amt |
| Event2 | CHRISTMAS BALL | Event2Nm |
| Gross Receipts Event2 | $712,787 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $450,719 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $262,068 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $13,850 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $367,777 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $381,100 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $319,871 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $61,229 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $4,100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $255,452 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,263,873 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,902,542 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $361,331 | GrossRevenueTotalEventsAmt |
| Entertainment Total Events | $32,658 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $713,356 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $746,014 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$384,683 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| HOAG CLINIC | ||||||||
| 1 HOAG DR BOX 6100 | NEWPORT BEACH | CA | 92658 | 330676831 | 501(C)(3) | $3,781,275 | $0 | PROGRAMS & EQUIPMENT |
| HOAG MEMORIAL HOSPITAL PRESBYTERIAN | ||||||||
| 1 HOAG DR BOX 6100 | NEWPORT BEACH | CA | 92658 | 951643327 | 501(C)(3) | $24,068,443 | $0 | PROGRAMS & EQUIPMENT |
| HOAG CHARITY SPORTS | ||||||||
| 19772 MACARTHUR BLVD SUITE 110 | IRVINE | CA | 92612 | 452982422 | 501(C)(3) | $750,000 | $0 | PROGRAMS & EQUIPMENT |
| JW PSYCHOLOGICAL SERVICE INC | ||||||||
| 3900 W COAST HWY SUITE 380 | NEWPORT BEACH | CA | 92663 | 271355820 | OTHER | $150,000 | $0 | TEEN BRAIN PROGRAM SUPPORT |
| HOAG ORTHOPEDIC EDUCATION & RESEARCH INSTITUTE | ||||||||
| 280 SOUTH MAIN ST | ORANGE | CA | 92868 | 753076627 | 501(C)(3) | $490,155 | $0 | ORTHOPEDIC EDUCATION & RESEARCH |
| HOAG NEUROBEHAVIORAL HEALTH | ||||||||
| 1 HOAG DR BOX 6100 | NEWPORT BEACH | CA | 92658 | 951643327 | 501(C)(3) | $93,515 | $0 | PATIENT SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE SENT TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN TO OFFSET EXPENDITURES THAT HAVE BEEN INCURRED. ALL DOCUMENTATION IS OBTAINED TO SUPPORT THE USE OF GRANTS. RECIPIENTS OF THE GRANTS ARE REVIEWED AT THE TIME THE GRANTS ARE GIVEN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT BRAITHWAITE | ||||||||||||||
| CEO, HOAG HOSPITAL | $0 | $1,412,246 | $0 | $2,276,820 | $0 | $175,997 | $0 | $29,325 | $0 | $27,622 | $0 | $3,922,010 | $0 | $168,465 |
| FLYNN ANDRIZZI | ||||||||||||||
| PRESIDENT FOUNDATION | $0 | $0 | $0 | $293,439 | $0 | $777,317 | $0 | $0 | $0 | $0 | $0 | $1,070,756 | $0 | $0 |
| GEOFFREY M MCCLOSKEY | ||||||||||||||
| VP SR FINANCE & OPERATIONS | $0 | $415,880 | $0 | $213,938 | $0 | $5,317 | $0 | $39,950 | $0 | $23,478 | $0 | $698,563 | $0 | $0 |
| ADAM DE LA PENA-GAFKE | ||||||||||||||
| VP CAMPAIGNS & DEV ANL - THRU 10/24 | $0 | $219,247 | $0 | $138,274 | $0 | $271,756 | $0 | $41,167 | $0 | $14,403 | $0 | $684,847 | $0 | $0 |
| GWEN G RITTER | ||||||||||||||
| FDN VP SR DEVELOPMENT | $0 | $283,974 | $0 | $154,287 | $0 | $4,065 | $0 | $39,503 | $0 | $27,306 | $0 | $509,135 | $0 | $0 |
| LYDDY C BULLOCK | ||||||||||||||
| FOUNDATION VP DEVELOPMENT | $0 | $281,331 | $0 | $153,546 | $0 | $592 | $0 | $14,984 | $0 | $14,721 | $0 | $465,174 | $0 | $0 |
| JENELLE SELTZER | ||||||||||||||
| VP DONOR RELATIONS | $0 | $244,994 | $0 | $141,003 | $0 | $567 | $0 | $17,119 | $0 | $27,399 | $0 | $431,082 | $0 | $0 |
| CARA UISPRAPASSORN | ||||||||||||||
| CHIEF MARKETING OFFICER - THRU 7/24 | $0 | $195,346 | $0 | $34,846 | $0 | $109,741 | $0 | $13,789 | $0 | $23,137 | $0 | $376,859 | $0 | $0 |
| CAROLINE PEREIRA | ||||||||||||||
| FOUNDATION PRESIDENT | $0 | $257,504 | $0 | $80,000 | $0 | $933 | $0 | $11,885 | $0 | $13,873 | $0 | $364,195 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | WRITTEN POLICY REGARDING PAYMENT OF EXPENSES WHILE THE FORM W-2S ARE ISSUED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), THE TAX-EXEMPT PARENT OF HOAG HOSPITAL FOUNDATION, THE FOUNDATION REIMBURSES HMHP AND PROVIDES THE BENEFIT. |
| PART I, LINE 3 | METHODS USED TO DETERMINE EXECUTIVE DIRECTOR/PRESIDENT COMPENSATION THE ORGANIZATION'S PRESIDENT IS PAID BY ITS TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY HMHP TO REVIEW AND DETERMINE COMPENSATION. |
| PART I, LINES 4A-B | THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS DURING CALENDAR YEAR 2024, WITH PAYMENT AMOUNTS INCLUDED IN OTHER REPORTABLE COMPENSATION UNDER SCHEDULE J, PART II, COLUMN (B)(III): FLYNN ANDRIZZI- $777,317 ADAM DE LA PENA-GAFKE- $271,756 CARA UISPRAPASSORN- $109,741 PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE ORGANIZATION'S TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. THE FOLLOWING INDIVIDUALS RECEIVED A DISTRIBUTION DURING THE CURRENT YEAR: ROBERT BRAITHWAITE - $168,465 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,079,711 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,595,662 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,300,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | W-2S HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) PAYS ALL EMPLOYEES OF HOAG HOSPITAL FOUNDATION (HHF) AND THEREFORE ISSUES ALL W-2S. HHF REIMBURSES HMHP FOR ALL EMPLOYEE COMPENSATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS HOAG MEMORIAL HOSPITAL PRESBYTERIAN, A RELATED TAX-EXEMPT ORGANIZATION, IS THE SOLE CORPORATE MEMBER OF HOAG HOSPITAL FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | POWER TO ELECT OR APPOINT MEMBERS THE ORGANIZATION'S MEMBERS ELECT THE DIRECTORS OF HOAG HOSPITAL FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS RESERVED FOR MEMBERS OR STOCKHOLDERS THE ORGANIZATION'S MEMBERS MUST APPROVE THE FOLLOWING: A) CHANGES TO THE ARTICLES OF INCORPORATION; B) CHANGES OR AMENDMENTS TO THE BYLAWS; C) APPOINTMENT AND REMOVAL OF DIRECTORS; D) REMOVAL OF OFFICERS; E) ANY CHANGE IN THE FUNDAMENTAL NATURE OF THE FOUNDATION; F) DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS; G) ANY MERGER, CONSOLIDATION OR SIMILAR REORGANIZATION OF THE CORPORATE STRUCTURE, OR DISSOLUTION, OF THE FOUNDATION; AND H) CHANGES TO THE INVESTMENT POLICY STATEMENT AND/OR CHANGE IN THE PRIMARY INVESTMENT CONSULTANT RECOMMENDED BY THE INVESTMENT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS USED TO REVIEW THE 990 THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT COMMITTEE OF THE BOARD THE REVIEW OF FORM 990 PRIOR TO ISSUANCE. THE FORM 990 WAS PREPARED BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION INCLUDING THE ACCOUNTING TEAM, HUMAN RESOURCES, CORPORATE COMPLIANCE AND GOVERNANCE. THE ORGANIZATION ENGAGED AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE RETURN. THE RETURN HAS BEEN REVIEWED BY MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION. THE AUDIT COMMITTEE IS PROVIDED WITH A DRAFT OF THE FORM 990 AND IS PROVIDED AMPLE TIME TO READ THE DOCUMENT AND DEVELOP QUESTIONS. THE AUDIT COMMITTEE THEN CONVENES PRIOR TO ISSUANCE OF THE FORM 990 TO REVIEW AND DISCUSS THE DRAFT FORM 990 WITH MANAGEMENT AND EXTERNAL EXPERTS HIRED BY MANAGEMENT. AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEBSITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT OR POTENTIAL CONFLICTS OF INTEREST HE SHE MAY HAVE THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT IN CONNECTION WITH THAT INDIVIDUAL SATISFYING THEIR FIDUCIARY OBLIGATIONS TO THE ORGANIZATION. DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE CONSUMMATION OF ANY CONTRACT OR TRANSACTION. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. INDIVIDUAL TRANSACTIONS THAT OCCUR BETWEEN THE ANNUAL QUESTIONNAIRES ARE REVIEWED BY THE CORPORATION'S LEGAL AND COMPLIANCE OFFICERS FOR POTENTIAL CONFLICT OF INTEREST. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT SHALL REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTION OR ARRANGEMENT, OR BE EXCUSED FROM ANY MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION: THE ORGANIZATION'S PRESIDENT IS PAID BY ITS TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) AND THE ORGANIZATION REIMBURSES HMHP FOR THE COMPENSATION. PLEASE SEE BELOW FOR THE PROCESS COMPLETED BY HMHP TO REVIEW AND DETERMINE COMPENSATION. THE COMPENSATION OF THE PRESIDENT AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE HHF BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF EIGHT YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN FEBRUARY 2024. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE FOUNDATION WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENTS -59,601. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HMTS INC | ||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 453583707 | HEALTHCARE | CA | 501(C)(3) | 10 | HMHP | 0 |
| HOAG CLINIC | ||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 330676831 | HEALTHCARE | CA | 501(C)(3) | 10 | HMHP | 0 |
| HOAG CHARITY SPORTS | ||||||||||
| 2081 BUSINESS CTR DR STE 195 | NEWPORT BEACH | CA | 92663 | 452982422 | SUPPORT | CA | 501(C)(3) | 7 | HMHP | 0 |
| HOAG MEMORIAL HOSPITAL PRESBYTERIAN | ||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 951643327 | HEALTHCARE | CA | 501(C)(3) | 3 | HMHP | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| COASTAL ASC HOLDINGS LLC | ||||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 810986844 | HEALTHCARE | CA | HMHP | N/A | 0 | 0 |
| HOAG ORTHOPEDIC INSTITUTE | ||||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 611588294 | HEALTHCARE | CA | HMHP | N/A | 0 | 0 |
| NEWPORT IMAGING CENTER | ||||||||||
| 360 SAN MIGUEL | NEWPORT BEACH | CA | 92660 | 330191776 | HEALTHCARE | CA | HMHP | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOAG MANAGEMENT SERVICES INC | ||||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 330731587 | HEALTHCARE | CA | HMHP | C | 0 | |
| HOAG PHYSICIAN PARTNERS | ||||||||||
| 16148 SAND CANYON AVE | IRVINE | CA | 92618 | 834276044 | HEALTHCARE | CA | C | 0 | N/A | |
| HOAG ORTHOPEDIC NETWORK | ||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 834062064 | HEALTHCARE | CA | C | 0 | N/A | |
| HOAG ORTHOPEDIC INSTITUTE SPECIALISTS | ||||||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92658 | 832569551 | HEALTHCARE | CA | C | 0 | N/A | |
| ORTHOCALIFORNIA IPA | ||||||||||
| 16250 SAND CANYON AVE | IRVINE | CA | 92618 | 931551531 | HEALTHCARE | CA | C | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments