HOAG HOSPITAL FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
HOAG HOSPITAL FOUNDATION (EIN 95-3222343)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-08-13
IRS object ID
201422259349303222
Schema version
2012v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-08-13T17:02:42-05:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line118111 VON KARMAN AVENUE SUITE 1000AddressLine1
CityIRVINECity
StateCAState
ZIP Code92612ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN953222343EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HOAG HOSPITAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% FLYNN ANDRIZZIInCareOfName
Name ControlHOAGNameControl
Phone9497647219Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Superior AvenueAddressLine1
Address Line2Suite 350AddressLine2
CityNewport BeachCity
StateCAState
ZIP Code92663ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameFlynn AndrizziName
TitlePRESIDENTTitle
Date Signed2014-08-07DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone9497942300Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonFlynn AndrizziNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1500 Superior Ave Suite 350AddressLine1
CityNewport BeachCity
StateCAState
ZIP Code92663ZIPCode
FieldValueIRS element (for citing)
Gross Receipts54347214GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.hoaghospitalfoundation.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1977YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionThe mission of Hoag Hospital Foundation is advancing the mission of hoag Memorial Hospital Presbyterian through meaningful and inspirational philanthropic partnerships.ActivityOrMissionDescription
Nbr Voting Members Governing Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers125TotalNbrVolunteers
Total Gross UBI69645TotalGrossUBI
Contributions Grants Prior Year23737876ContributionsGrantsPriorYear
Contributions Grants Current Year12109456ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year4720840InvestmentIncomePriorYear
Investment Income Current Year5594737InvestmentIncomeCurrentYear
Other Revenue Prior Year-434416OtherRevenuePriorYear
Other Revenue Current Year-34948OtherRevenueCurrentYear
Total Revenue Prior Year28024300TotalRevenuePriorYear
Total Revenue Current Year17669245TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year26893726GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY14376146GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4329657SalariesEtcPriorYear
Salaries Etc Current Year4118116SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year5108099TotalFundrsngExpCurrentYear
Other Expense Prior Year6876995OtherExpensePriorYear
Other Expenses Current Year3112287OtherExpensesCurrentYear
Total Expenses Prior Year38100378TotalExpensesPriorYear
Total Expenses Current Year21606549TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-10076078RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3937304RevenuesLessExpensesCY
Total Assets BOY168642061TotalAssetsBOY
Total Assets EOY171938240TotalAssetsEOY
Total Liabilities BOY4341657TotalLiabilitiesBOY
Total Liabilities EOY3938948TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY164300404NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY167999292NetAssetsOrFundBalancesEOY
Mission DescriptionHoag Hospital Foundation's primary exempt purpose is to raise funds for Hoag Memorial Hospital Presbyterian.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense14376146Expense
Grants14376146Grants
Revenue0Revenue
DescriptionSupport to Hoag Memorial Hospital Presbyterian for expansion, equipment, programs, nursing scholarships and various operating expenses.Description
Total Program Service Expense14376146TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonFLYNN ANDRIZZINamePerson
Telephone Number9497647219TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1500 SUPERIOR AVE SUITE 350AddressLine1
CityNEWPORT BEACHCity
StateCAState
ZIP Code92663ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (30 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Robert Brunswick
Director1.00.0X000
Pei-Yuan Chia
Director1.00.0X000
Robert K Cole
Director2.00.0X000
Lauri Delson
Director1.00.0X000
James Buckinham
Director1.00.0X000
Stephen Jones
Director (THRU 2/14/13)1.03.0X000
Margaret G Larkin
Director1.00.0X000
Andrew A Fimiano
Director1.00.0X000
Stephanie McClellan MD
Director1.00.0X000
Joseph C Obegi
Director1.00.0X000
James T Morris
Director1.00.0X000
Robert R Taylor
Director1.00.0X000
Rusty Turner
Director1.00.0X000
Kathleen M Armstrong
Director1.00.0X000
Gary McKitterick
Director (3/1/13-9/30/13)1.03.0X000
Robert Braithwaite
Director (3/1/13-9/30/13)3.050.0X093714554965
Richard Afable MD 10112 -
Dir 2/14/13)&(5/14/13-9/30/13)3.056.0X0978250228392
James A Coufos
Board Chair/Director4.01.0X000X
Roger T Kirwan
Board Vice Chair/ Director2.00.0X000X
Cynthia Stokke
Secretary2.03.0X000X
James Slavik
Board Treasurer2.00.0X000X
Byron E Allumbaugh
Director1.00.0X000
Flynn A Andrizzi
President/Director50.04.0X051244149985X
Gregory P Brakovich
Director1.00.0X000
Jeff Purser
Executive Director Tournament25.025.0029303233099X
Sharon Thornton
VP, Planned Giving50.00.0024129522286X
Kenya Beckmann
VP, Development Campaign50.00.0026824718636X
Greg Gissendanner
Ed Major & PRINCIPLE GIFTS50.00.0017923214438X
Debra McCune
VP Stewardship/Donor Relations50.00.0021128315172X
SUSAN ERTAC
DIR OF BENEFACTOR PROGRAM50.00.001091375814X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3730062TotalReportableCompFrmRltdOrgs
Total Other Compensation442787TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonMARK KASS INCNamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line131699 Via Puerta Del SolAddressLine1
CityBONSALLCity
StateCAState
ZIP Code92003ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesDIRECT MAIL CAMPAIGNDescriptionOfServices
Compensation244402Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Federated Campaigns50000FederatedCampaigns
Fundraising Events1553297FundraisingEvents
All Other Contributions10506159AllOtherContributions
Noncash Contributions337391NoncashContributions
Total Contributions12109456TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1415844TotalRevenueColumn
Exclusion$1,415,844ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities40600896Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities36422003Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities4178893Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column4178893TotalRevenueColumn
Exclusion$4,178,893ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events151373GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1553297CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses255966FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-104593TotalRevenueColumn
Exclusion-$104,593ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionUBI from Partnerships/LLCDescription
Business Code525990BusinessCode
Total Revenue Column69645TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue69645UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue69645TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column17669245TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue69645UnrelatedBusinessRevenue
Exclusion$5,490,144ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total14376146Total
Program Services14376146ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total445972Total
Program Services0ProgramServices
Management And General445972ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2698424Total
Program Services0ProgramServices
Management And General138741ManagementAndGeneral
Fundraising2559683Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total773035Total
Program Services0ProgramServices
Management And General198773ManagementAndGeneral
Fundraising574262Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total200685Total
Program Services0ProgramServices
Management And General40137ManagementAndGeneral
Fundraising160548Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total505766Total
Program Services0ProgramServices
Management And General101153ManagementAndGeneral
Fundraising404613Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total27150Total
Program Services0ProgramServices
Management And General5430ManagementAndGeneral
Fundraising21720Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total188642Total
Program Services0ProgramServices
Management And General188642ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total
Fundraising0Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total599266Total
Program Services0ProgramServices
Management And General599266ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total247671Total
Program Services0ProgramServices
Management And General49534ManagementAndGeneral
Fundraising198137Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total363629Total
Program Services0ProgramServices
Management And General72726ManagementAndGeneral
Fundraising290903Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total99968Total
Program Services0ProgramServices
Management And General19994ManagementAndGeneral
Fundraising79974Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total257046Total
Program Services0ProgramServices
Management And General51409ManagementAndGeneral
Fundraising205637Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total45691Total
Program Services0ProgramServices
Management And General9138ManagementAndGeneral
Fundraising36553Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total119682Total
Program Services0ProgramServices
Management And General23936ManagementAndGeneral
Fundraising95746Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Purchased Services6004040120081480323
OTHER EXPENSES57372057372

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total21606549Total
Program Services14376146ProgramServices
Management And General2122304ManagementAndGeneral
Fundraising5108099Fundraising

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total0Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY7829982BOY
EOY11174275EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6466696BOY
EOY10449885EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY40868379BOY
EOY33697442EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY335000BOY
EOY60000EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY36317BOY
EOY63853EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis0LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec0LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY53309258BOY
EOY44281414EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY59768570BOY
EOY72211371EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY27859BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY168642061BOY
EOY171938240EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2837786BOY
EOY2829318EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1503871BOY
EOY1109630EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4341657BOY
EOY3938948EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY30999889BOY
EOY32393636EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY82594425BOY
EOY81660162EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY50706090BOY
EOY53945494EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY164300404BOY
EOY167999292EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY168642061BOY
EOY171938240EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-3937304ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-35170ReconciliationUnrealizedInvest
Reconcilation Other Changes7671362ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18310918CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years25465209CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19986394CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23737876CurrentTaxYearMinus1Year
Current Tax Year12109456CurrentTaxYear
Total99609853Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18310918CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years25465209CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19986394CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23737876CurrentTaxYearMinus1Year
Current Tax Year12109456CurrentTaxYear
Total99609853Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2779262AmountsSubstContributorsTotal
Public Support Total17096830591PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3881700CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2250783CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2123624CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2220178CurrentTaxYearMinus1Year
Current Tax Year1415844CurrentTaxYear
Total11892129Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years17960CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total17960Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years5500CurrentTaxYearMinus2Years
Total5500Total
FieldValueIRS element (for citing)
Total Support111525442TotalSupport
Public Support Pertcentage1700.86824PublicSupportPertcentage170
Public Support Pertcent Prior Year0.84126PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance116691866BeginningOfYearBalance
Contributions2165921Contributions
Investment Earnings Or Losses12524800InvestmentEarningsOrLosses
Other Expenditures7319839OtherExpenditures
End Of Year Balance124062748EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance107000015BeginningOfYearBalance
Contributions4471403Contributions
Investment Earnings Or Losses13721800InvestmentEarningsOrLosses
Other Expenditures8501352OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance116691866EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance113283821BeginningOfYearBalance
Contributions3879161Contributions
Investment Earnings Or Losses901766InvestmentEarningsOrLosses
Other Expenditures11064733OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance107000015EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance95573254BeginningOfYearBalance
Contributions13810074Contributions
Investment Earnings Or Losses10338249InvestmentEarningsOrLosses
Other Expenditures6340756OtherExpenditures
Administrative Expenses97000AdministrativeExpenses
End Of Year Balance113283821EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance83727000BeginningOfYearBalance
Contributions8382000Contributions
Investment Earnings Or Losses3561000InvestmentEarningsOrLosses
Administrative Expenses97000AdministrativeExpenses
End Of Year Balance95573000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.36000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.38000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.26000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
LandLand
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements
EquipmentEquipment
Other Land BuildingsOtherLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Equity Commingled Funds25271771F
Hedge Funds24183489F
Equity12097611F
Real Assets10658500F
FieldValueIRS element (for citing)
Total Of Book Value Securities72211371TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDue to Hoag HospitalDescription
Amount$1,109,630Amount
FieldValueIRS element (for citing)
Total Of Amounts1109630TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Schedule D, Part V, Line 4Intended use of endowment fundsHoag Hospital Foundation'S Endowment funds are intended to provide financial reserves and earnings for future needs of Hoag Memorial Hospital Presbyterian.
schedule d, part x, line 2CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740)ACCOUNTING STANDARDS CODIFICATION (ASC) 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 FINANCIAL STATMENTS. ASC 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 OR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2013 OR 2012.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpenditures
Central America and the CaribbeanInvestments19125612
East Asia and the PacificInvestments255803
Europe (Including Iceland and Greenland)Investments4002564
North AmericaInvestments532439
FieldValueIRS element (for citing)
Subtotal Amount Spent23916418SubtotalAmountSpent
Total Amount Spent23916418TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierSchedule F, part I, Line 3, Column FIdentifier
Return ReferenceAccounting MethodReturnReference
ExplanationThe amounts reported in Part I, Line 3, Column F represent the market values of the investments in the identified regions as of the organization's fiscal year ended September 30, 2013.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1circle 1000NameOfEvent1
Gross Receipts Event1891425GrossReceiptsEvent1
Charitable Contributions Event1861432CharitableContributionsEvent1
Gross Revenue Event129993GrossRevenueEvent1
Entertainment Event16000EntertainmentEvent1
Other Direct Expenses Event123437OtherDirectExpensesEvent1
Name Of Event2christmas ballNameOfEvent2
Gross Receipts Event2568408GrossReceiptsEvent2
Charitable Contributions Event2462756CharitableContributionsEvent2
Gross Revenue Event2105652GrossRevenueEvent2
Entertainment Event215769EntertainmentEvent2
Other Direct Expenses Event294429OtherDirectExpensesEvent2
Total Number Of Other Events2TotalNumberOfOtherEvents
Gross Receipts Other Events244837GrossReceiptsOtherEvents
Charitable Contrib Other Events229109CharitableContribOtherEvents
Gross Revenue Other Events15728GrossRevenueOtherEvents
Other Direct Expenses Other Events116331OtherDirectExpensesOtherEvents
Gross Receipts Total1704670GrossReceiptsTotal
Charitable Contributions Total1553297CharitableContributionsTotal
Gross Revenue Total Events151373GrossRevenueTotalEvents
Entertainment Total Events21769EntertainmentTotalEvents
Other Direct Expenses Total Events234197OtherDirectExpensesTotalEvents
Direct Expense Summary Events255966DirectExpenseSummaryEvents
Net Income Summary-104593NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Hoag Memorial Hospital Presbyterian
one hoag dr 6100newport bchCA92658951643327501(c)(3)13876146
ORTHOPEDIC EDUCATION AND RESEARCH INSTITUTE
280 SOUTH MAIN STREETORANGECA92868753078627501(C)(3)500000Conduct research in orthopedic care and treatment
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierDescription of Organization's Procedures for Monitoring the Use of GrantsIdentifier
Return ReferenceFORM 990, SCHEDULE I, LINE 2ReturnReference
ExplanationGRANTS 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredfalseSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Sharon Thornton
VP, Planned Giving01766710629920163201318109105026358100
Kenya Beckmann
VP, Development Campaign0210747057000050001248306153028688300
Greg Gissendanner
Ed Major & PRINCIPLE GIFTS015700002187103610894405494019367000
Debra McCune
VP Stewardship/Donor Relations0160321049415015470774907423022645500
Robert Braithwaite
Director (3/1/13-9/30/13)0524022041180201321033415021550099211000
Jeff Purser
Executive Director Tournament014350901490000523016250016849032613100
Richard Afable MD 10112 -
Dir 2/14/13)&(5/14/13-9/30/13)0659815023169508674002085210198710120664200
Flynn A Andrizzi
President/Director03522410147970012230020476029509056242600

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Schedule J, Part 1, Line 1awritten policy regarding payment of expensesWHILE 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. THE ORGANIZATION'S PRESIDENT WAS PROVIDED WITH A RELOCATION LOAN AND A DISCRETIONARY ALLOWANCE IN ACCORDANCE WITH HIS EMPLOYMENT CONTRACT. THERE IS IMPUTED INCOME THAT IS GROSSED UP FOR TAX PURPOSES WHICH IS REPORTED AS TAXABLE INCOME TO THE EXECUTIVE AND INCLUDED IN COLUMN B(III) OF PART II.
schedule j, part i, line 3methods used to determine executive/ceo compensationTHE 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 15 A FOR THE PROCESS THAT IS COMPLETED BY HMHP.
schedule j, part i, line 4bparticipation in a supplemental nonqualified retirement planRICHARD AFABLE, MD, AND FLYNN ANDRIZZI PARTICIPATE IN A SERP PLAN IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS WITH HOAG MEMORIAL HOSPITAL PRESBYTERIAN, A RELATED TAX-EXEMPT ORGANIZATION. NO PAYOUTS WERE MADE DURING THE CURRENT YEAR.

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonFLYNN ANDRIZZINamePerson
Relationship With OrganizationPRESIDENTRelationshipWithOrganization
Purpose Of LoanRecruitmentPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$335,000OriginalPrincipalAmount
Balance Due60000BalanceDue
DefaultfalseDefault
Approved By BoardtrueApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due60000TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonPIMCONamePerson
FieldValueIRS element (for citing)
RelationshipTAMMIE ARNOLD/BOARD MEM.Relationship
Description Of TransactionSEE SCHEDULE ODescriptionOfTransaction

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions9NumberOfContributions
Noncash Contribs Rptd F990337391NoncashContribsRptdF990
Method Of Determining RevenuesCost/ Selling PriceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierSCHEDULE M, PART I, COLUMN BIdentifier
ExplanationTHE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part V, LINE 2aW-2sHoag 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, Line 6 Members or stockholders The directors of Hoag Memorial Hospital Presbyterian, a related tax-exempt organization, are individual members of Hoag Hospital Foundation.
Form 990, Part VI, Line 7aPower to elect or appoint membersThe organization's members elect the directors of Hoag Hospital Foundation.
Form 990, Part VI, Line 7bDecisions reserved FOR members or stockholdersThe organization's members must approve the following: A) The disposition of all, substantially all, assets of the Foundation, B) Mergers, and C) Resolutions to dissolve the organization
Form 990, Part VI, Line 11bProcess used to review the Form 990The organization's Board of Directors has delegated to the Audit Committee of the Board the review of Form 990 prior to issuance. Management, including an officer of the organization, prepares and reviews the Form 990. 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 web site available to all of the Board of Directors prior to filing.
Form 990, Part VI, Line 12cMonitoring and enforcement of compliance with conflict of interest policyThe organization has a comprehensive conflict of interest policy. Officers, Directors, Non-Director Members of Board Committees, and Senior Executives are required to complete an annual conflict of interest questionnaire. Responses to the questionnaire are reviewed by the Chair and CEO and matters are discussed at the appropriate level as applicable given the situation. Individual transactions that occur between the annual questionnaire are reviewed by the corporation's legal and compliance officers for potential conflicts 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.
Form 990, Part VI, Line 15a & 15bProcess for determining compensationTHE ORGANIZATION'S PRESIDENT IS PAID BY ITS TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) AND THE ORGANIZATION REIMBURSES HMHP FOR THE COMPENSATION. THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND ALL KEY EMPLOYEES ARE DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT 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 FOR IN EXCESS OF SIX YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2013. 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, Line 19Process for making documents available to the publicThe Foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCEEQUITY GAIN: $7,618,185 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT $122,822 UBI GAIN FROM PARTNERSHIPS/LLC'S ($69,645) --------------- TOTAL $7,671,362

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (31 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
COVENANT HEALTH NETWORK INC
3345 MICHELSON DR STE 100IRVINECA92612461259908HEALTHCARECA501(C)(3)11, IIISJHStrue
COVENANT HEALTH PARTNERS
3615 19TH STREETLUBBOCKTX79410611573313HEALTHCARETX501(C)(3)11,ICHStrue
COVENANT HEALTH SYSTEM
3615 19TH STREETLUBBOCKTX79410752765566HEALTHCARETX501(C)(3)3SJHStrue
COVENANT HEALTH SYSTEM FOUNDATION
3623 22ND PLACELUBBOCKTX79410752897026HEALTHCARETX501(C)(3)7CHStrue
COVENANT MEDICAL GROUP
3420 22ND PLACELUBBOCKTX79410752743883HEALTHCARETX501(C)(3)3CHStrue
HOAG CHARITY SPORTS
3920 BIRCH ST STE 105NEWPORT BEACHCA92660452982422SUPPORTCA501(C)(3)7HHFtrue
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1 HOAG DR BOX 6100NEWPORT BEACHCA92663951643327HEALTHCARECA501(C)(3)3SJHSfalse
HOME CARE PARTNERS
1165 MONTGOMERY DRSANTA ROSACA95405680318656INACTIVECA501(C)(3)3SRMHtrue
HOSPICE OF LUBBOCK
1102 SLIDE ROADLUBBOCKTX79414752133781HEALTHCARETX501(C)(3)9CHStrue
LUBBOCK METHODIST HOSPITAL FOUNDATION
3615 19TH STREETLUBBOCKTX79410752220963HEALTHCARETX501(C)(3)7CHStrue
METHODIST CHILDREN'S HOSPITAL
3610 21ST STREETLUBBOCKTX79410752428911HEALTHCARETX501(C)(3)3CHStrue
METHODIST HOSPITAL LEVELLAND
1900 COLLEGE AVENUELEVELLANDTX79336752246348HEALTHCARETX501(C)(3)3CHStrue
METHODIST HOSPITAL PLAINVIEW
2601 DIMMITT ROADPLAINVIEWTX79072752426010HEALTHCARETX501(C)(3)3CHStrue
MISSION HOSPITAL REGIONAL MEDICAL CENTER
27700 MEDICAL CENTER ROADMISSION VIEJOCA92691951643360HEALTHCARECA501(C)(3)3SJHStrue
QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREETNAPACA94558941243669HEALTHCARECA501(C)(3)3SJHStrue
REDWOOD MEMORIAL FOUNDATION
3300 RENNER DRIVEFORTUNACA95540942779313FOUNDATIONCA501(C)(3)7RMHtrue
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DRIVESANTA ROSACA95405941231005HEALTHCARECA501(C)(3)3SJHStrue
SISTERS OF ST JOSEPH OF ORANGE
480 S BATAVIAORANGECA92868951643383RELIGIOUS ORGCA501(C)(3)1NAfalse
SRM ALLIANCE HOSPITAL SERVICES
400 NORTH MCDOWELL BLVDPETALUMACA94954680395200HEALTHCARECA501(C)(3)3SRMHtrue
ST JOSEPH HEALTH MINISTRY
3345 MICHELSON DR STE 100IRVINECA92612271666576RELIGIOUS ORGCA501(C)(3)1SSJOfalse
ST JOSEPH HEALTH SYSTEM
3345 MICHELSON DR STE 100IRVINECA92612953589356HEALTHCARECA501(C)(3)11, ISJHMfalse
ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DR STE 100IRVINECA92612330143024FOUNDATIONCA501(C)(3)7SJHStrue
ST JOSEPH HOME CARE NETWORK
170 PROFESSIONAL CENTER DR BROHNERT PARKCA94928680331084HEALTHCARECA501(C)(3)9SJHStrue
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREETEUREKACA95501941156596HEALTHCARECA501(C)(3)3SJHStrue
ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVEORANGECA92868951643359HEALTHCARECA501(C)(3)3SJHStrue
ST JUDE HOSPITAL YORBA LINDA
500 S MAIN STREET STE 1000ORANGECA92868330185031HEALTHCARECA501(C)(3)3SJHStrue
ST JUDE HOSPITAL INC
101 EAST VALENCIA MESA DRIVEFULLERTONCA92635951643325HEALTHCARECA501(C)(3)3SJHStrue
ST MARY MEDICAL CENTER
18300 HIGHWAY 18APPLE VALLEYCA92307951914489HEALTHCARECA501(C)(3)3SJHStrue
ST MARY OF THE PLAINS HOSPITAL FDN
4000 24TH STREETLUBBOCKTX79410751653181HEALTHCARETX501(C)(3)7CHStrue
TALLER SAN JOSE
801 NORTH BROADWAYSANTA ANACA92701593816355WORKFORCE DEVCA501(C)(3)2SSJOtrue
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DRIVEFORTUNACA95540941384665HEALTHCARECA501(C)(3)3SJHStrue

Form990 Schedule R Part III Form990ScheduleRPartIII (15 entries)

Primary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
ST JOSEPH HLTH SYS HOME HLTH
HOME HEALTHCANA
ST JOSEPH HLTH SYS HOME CARE
HOME HEALTHCANA
METHODIST DIAGNOSTIC IMAGING
HEALTHCARE SVCSTXNA
SHA LLC
HEALTHCARE SVCSTXNA
LUBBOCK SURGERY CENTER LTD
HEALTHCARE SVCSTXNA
COVENANT LONG-TERM CARE LP
HEALTHCARE SVCSTXNA
HERITAGE INVESTMENT GROUP
INVESTMENTCANA
MISSION AMBULATORY SURGICENTER
HEALTHCARE SVCSCANA
COMPREHENSIVE IMAGING PARTNERS
HEALTHCARE SVCSCANA
ST JOSEPH PHYSICIAN VENTURES
REAL ESTATECANA
NEWPORT IMAGING CENTER
HEALTHCARE SVCSCANA
HOAG ORTHOPEDIC INSTITUTE
HEALTHCARECANA
MAIN ST SPECIALTY SURGERY CNTR
HEALTHCARE SVCSCANA
ORTHOPEDIC SURGERY CNTR OF OC
HEALTHCARE SVCSCANA
ADVANCED SURGERY INST LLC
HEALTHCARE SVCSCANA

Form990 Schedule R Part IV Form990ScheduleRPartIV (14 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
ST JOSEPH PROF SVCS ENTERPRISES INC
3345 MICHELSON DR STE 100IRVINECA92612330155323HEALTHCARE SVCSCANAC CORP
AMERICAN UNITY GROUP LTD
CAPTIVE INSURANCENAC CORP58 PAR-LA-VILLE ROADBD HAMILTON, HM, HXBDBD
ALLIANCE PHYSICIAN SERVICES
INACTIVECANAC CORP
MISSION VIEJO MEDICAL VENTURES
27800 MEDICAL CENTER RD 354MISSION VIEJOCA92691330212905HEALTHCARE SVCSCANAC CORP
MISSION MEDICAL CENTER ASSOCIATION
27800 MEDICAL CENTER RD 354MISSION VIEJOCA92691330201044HEALTHCARE SVCSCANAC CORP
ST JOSEPH YORBA PARK
INACTIVECANAC CORP
LUBBOCK METHODIST HOSP SVCS
PO BOX 1201LUBBOCKTX79410752118585HEALTHCARE SVCSTXNAC CORP
LUBBOCK METHODIST HOSP PRACTICE MGMT
2107 OXFORD STREET SUITE 300LUBBOCKTX79410752578995INACTIVETXNAC CORP
ST JOSEPH HEALTH SOURCE INC
3345 MICHELSON DR STE 100IRVINECA92612461900168HEALTHCARE SVCSCANAC CORP
HOAG MANAGEMENT SERVICES INC
1 HOAG DR BOX 6100NEWPORT BEACHCA92658330731587HEALTHCARE SVCSCANAC CORP
COASTAL MANAGEMENT SERVICES ORG
1 HOAG DR BOX 6100NEWPORT BEACHCA92658330676831HEALTHCARE SVCSCANAC CORP
DATU HEALTH INC
16150 MAIN CIRCLE DR STE 250CHESTERFIELDMO63017463070062IT SVCSMONAC CORP
HOAG MEDICAL FOUNDATION
1 HOAG DR BOX 6100NEWPORT BEACHCA92663453583707HEALTHCARE SVCSCANAC CORP
CHARITABLE REMAINDER TRUST (1)
SUPPORTCANATRUST
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
R218432ACCRUAL
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
B13876146ACCRUAL
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
M90000ACCRUAL
HOAG CHARITY SPORTS
C1024184ACCRUAL
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
P6265275ACCRUAL

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierIDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIPIdentifier
Return ReferenceSCHEDULE R, PART IIIReturnReference
ExplanationST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200, ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100, ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183, AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 2301 QUAKER, LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 3345 MICHELSON DRIVE, STE. 100, IRVINE, CA 92612 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362, MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100, ORANGE, CA 92868 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 MAIN ST SPECIALTY SURGERY CENTER EIN: 95-4813223 ADDRESS: 280 MAIN STREET, ST 100, ORANGE, CA 92868 ORTHOPEDIC SURGERY CENTER OF OC, LLC EIN: 33-0841806 ADDRESS: 22 CORPORATE PLAZA, NEWPORT BEACH, CA 92660 advanced surgery institute, llc EIN: 26-2299255 Address: 1739 4th street, santa rosa, ca 95404Explanation

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