HOAG HOSPITAL FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOAG HOSPITAL FOUNDATION (EIN 95-3222343)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-13
- IRS object ID
- 201302259349301425
- Schema version
- 2011v1.5
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T10:48:33-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953222343 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOAG HOSPITAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % FLYNN ANDRIZZI | InCareOfName |
| Name Control | HOAG | NameControl |
| Phone | 9497647219 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SUPERIOR AVENUE SUITE 350 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92663 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Flynn A Andrizzi | Name |
| Title | President | Title |
| Date Signed | 2013-08-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FLYNN ANDRIZZI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SUPERIOR AVE SUITE 350 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92663 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 87773794 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOAGHOSPITALFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE 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 Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 871 | TotalNbrVolunteers |
| Total Gross UBI | -86484 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19986394 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23737876 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5949792 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4720840 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -422879 | OtherRevenuePriorYear |
| Other Revenue Current Year | -434416 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25513307 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28024300 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18798785 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 26893726 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4046796 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4329657 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9076891 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7594183 | OtherExpensePriorYear |
| Other Expenses Current Year | 6876995 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30439764 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38100378 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4926457 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10076078 | RevenuesLessExpensesCY |
| Total Assets BOY | 168297521 | TotalAssetsBOY |
| Total Assets EOY | 168642061 | TotalAssetsEOY |
| Total Liabilities BOY | 4310316 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4341657 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 163987205 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 164300404 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HOAG HOSPITAL FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE FUNDS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26893726 | Expense |
| Grants | 26893726 | Grants |
| Revenue | 0 | Revenue |
| Description | SUPPORT TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN FOR EXPANSION, EQUIPMENT, PROGRAMS, NURSING SCHOLARSHIPS AND VARIOUS OPERATING EXPENSES. | Description |
| Total Program Service Expense | 26893726 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FLYNN ANDRIZZI | NamePerson |
| Telephone Number | 9497647219 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SUPERIOR AVENUE SUITE 350 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92663 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| James A Coufos | ||||||||
| BOARD CHAIR | 4.0 | X | X | 0 | 0 | 0 | ||
| James T Morris | ||||||||
| BOARD TREASURER | 2.0 | X | X | 0 | 0 | 0 | ||
| Gregory P Brakovich | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Richard Afable MD | ||||||||
| Director | 3.0 | X | 0 | 1142245 | 213779 | |||
| Lauri Delson | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Max W Hampton | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Margaret G Larkin | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Ron Livingston | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| James Slavik | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Cynthia Stokke | ||||||||
| BOARD SECRETARY | 2.0 | X | X | 0 | 0 | 0 | ||
| Robert R Taylor | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Rusty Turner | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Robert K Cole | ||||||||
| Director | 2.0 | X | 0 | 0 | 0 | |||
| Stephen Jones | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Roger T Kirwan | ||||||||
| BOARD VICE-CHAIR | 2.0 | X | X | 0 | 0 | 0 | ||
| Sandi Simon | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Flynn A Andrizzi PhD | ||||||||
| Director/PRESIDENT | 50.0 | X | X | 0 | 459532 | 47328 | ||
| Byron E Allumbaugh | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Robert Brunswick | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Pei-Yuan Chia | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Stephanie McClellan MD | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Joseph C Obegi | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Jeff Purser | ||||||||
| Executive Director Tournament | 50.0 | 0 | 293195 | 44124 | X | |||
| Sharon Thornton | ||||||||
| VP Planned Giving | 50.0 | 0 | 226293 | 22252 | X | |||
| Gregory Gissendanner | ||||||||
| Exec Dir Major and Princ Gifts | 50.0 | 0 | 157087 | 14515 | X | |||
| Kenya Beckman | ||||||||
| VP Development and Campaigns | 50.0 | 0 | 180138 | 15132 | X | |||
| Heather Harwell | ||||||||
| Director of Development | 50.0 | 0 | 129465 | 16174 | X | |||
| Doreen Girling | ||||||||
| Director of Development | 50.0 | 0 | 133869 | 16573 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2721824 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 389877 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WHMBR LLC ST REGIS MONARCH BEACH | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH BEACH RESORT | AddressLine1 |
| City | DANA POINT | City |
| State | CA | State |
| ZIP Code | 92629 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | EVENT SERVICES | DescriptionOfServices |
| Compensation | 115169 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 18000 | FederatedCampaigns |
| Fundraising Events | 5457868 | FundraisingEvents |
| All Other Contributions | 18262008 | AllOtherContributions |
| Noncash Contributions | 251768 | NoncashContributions |
| Total Contributions | 23737876 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2220178 | TotalRevenueColumn |
| Exclusion | $2,220,178 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60226896 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57726234 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2500662 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2500662 | TotalRevenueColumn |
| Exclusion | $2,500,662 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1675328 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5457868 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 2023260 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -347932 | TotalRevenueColumn |
| Exclusion | -$347,932 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UBI FROM PARTNERSHIPS / LLC'S | Description |
| Business Code | 525990 | BusinessCode |
| Total Revenue Column | -86484 | TotalRevenueColumn |
| Unrelated Business Revenue | -86484 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -86484 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28024300 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -86484 | UnrelatedBusinessRevenue |
| Exclusion | $4,372,908 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26873726 | Total |
| Program Services | 26873726 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 20000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1770171 | Total |
| Management And General | 483066 | ManagementAndGeneral |
| Fundraising | 1287105 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1473050 | Total |
| Management And General | 70039 | ManagementAndGeneral |
| Fundraising | 1403011 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881029 | Total |
| Management And General | 160243 | ManagementAndGeneral |
| Fundraising | 720786 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205407 | Total |
| Management And General | 35211 | ManagementAndGeneral |
| Fundraising | 170196 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342313 | Total |
| Management And General | 68463 | ManagementAndGeneral |
| Fundraising | 273850 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17659 | Total |
| Management And General | 3532 | ManagementAndGeneral |
| Fundraising | 14127 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199156 | Total |
| Management And General | 199156 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591543 | Total |
| Management And General | 591543 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83380 | Total |
| Management And General | 16676 | ManagementAndGeneral |
| Fundraising | 66704 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335657 | Total |
| Management And General | 60231 | ManagementAndGeneral |
| Fundraising | 275426 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35106 | Total |
| Management And General | 7021 | ManagementAndGeneral |
| Fundraising | 28085 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235477 | Total |
| Management And General | 42321 | ManagementAndGeneral |
| Fundraising | 193156 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31195 | Total |
| Management And General | 6176 | ManagementAndGeneral |
| Fundraising | 25019 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118366 | Total |
| Management And General | 23673 | ManagementAndGeneral |
| Fundraising | 94693 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FUNDRAISING - (TOSHIBA & NB) | 4024874 | 4024874 | |
| PURCHASED SERVICES | 624824 | 499859 | 124965 |
| HEALTHCARE FORUM EXPENSES | 114752 | 114752 | |
| All other expenses | 122693 | 122693 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38100378 | Total |
| Program Services | 26893726 | ProgramServices |
| Management And General | 2129761 | ManagementAndGeneral |
| Fundraising | 9076891 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9111130 | BOY |
| EOY | 7829982 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8074106 | BOY |
| EOY | 6466696 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40650345 | BOY |
| EOY | 40868379 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 335000 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22702 | BOY |
| EOY | 36317 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65097923 | BOY |
| EOY | 53309258 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44530908 | BOY |
| EOY | 59768570 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 810407 | BOY |
| EOY | 27859 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168297521 | BOY |
| EOY | 168642061 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2785042 | BOY |
| EOY | 2837786 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1525274 | BOY |
| EOY | 1503871 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4310316 | BOY |
| EOY | 4341657 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32314714 | BOY |
| EOY | 30999889 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85880636 | BOY |
| EOY | 82594425 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45791855 | BOY |
| EOY | 50706090 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163987205 | BOY |
| EOY | 164300404 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168297521 | BOY |
| EOY | 168642061 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -10076078 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 10389277 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5820462 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18310918 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25465209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19986394 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23737876 | CurrentTaxYear |
| Total | 93320859 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5820462 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18310918 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25465209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19986394 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23737876 | CurrentTaxYear |
| Total | 93320859 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5852651 | AmountsSubstContributorsTotal |
| Public Support Total170 | 87468208 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 151925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3881700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2250783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2123624 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2220178 | CurrentTaxYear |
| Total | 10628210 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17960 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 17960 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 5500 | CurrentTaxYearMinus1Year |
| Total | 5500 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 103972529 | TotalSupport |
| Public Support Pertcentage170 | 0.84126 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82230 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107000015 | BeginningOfYearBalance |
| Contributions | 4471403 | Contributions |
| Investment Earnings Or Losses | 13721800 | InvestmentEarningsOrLosses |
| Other Expenditures | 8501352 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 116691866 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113283821 | BeginningOfYearBalance |
| Contributions | 3879161 | Contributions |
| Investment Earnings Or Losses | 901766 | InvestmentEarningsOrLosses |
| Other Expenditures | 11064733 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 107000015 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95573254 | BeginningOfYearBalance |
| Contributions | 13810074 | Contributions |
| Investment Earnings Or Losses | 10338249 | InvestmentEarningsOrLosses |
| Other Expenditures | 6340756 | OtherExpenditures |
| Administrative Expenses | 97000 | AdministrativeExpenses |
| End Of Year Balance | 113283821 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83727000 | BeginningOfYearBalance |
| Contributions | 8382000 | Contributions |
| Investment Earnings Or Losses | 3561000 | InvestmentEarningsOrLosses |
| Administrative Expenses | 97000 | AdministrativeExpenses |
| End Of Year Balance | 95573000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37353 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36883 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25764 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 22715070 | F |
| Equity Commingled Funds | 18567812 | F |
| REAL ASSETS | 9254890 | F |
| PRIVATE EQUITY | 9230798 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 59768570 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to Hoag Hospital | Description |
| Amount | $1,503,871 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1503871 | TotalOfAmounts |
| Total Revenue | 28024300 | TotalRevenue |
| Total Expenses | 38100378 | TotalExpenses |
| Excess Or Deficit For Year | -10076078 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4953536 | NetUnrealizedGLOnInvestments |
| Other | $5,108,356 | OtherAmount |
| Total Adjustments | 10061892 | TotalAdjustments |
| Excess Or Deficit Per FS | -14186 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36861687 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4953536 | NetUnrealizedGainsInvestments |
| Other Revenues | 5349258 | OtherRevenues |
| Revenue Not Rptd F990 | 10302794 | RevenueNotRptdF990 |
| Revenue Subtotal | 26558893 | RevenueSubtotal |
| Investment Expenses Not Included | 591543 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 873864 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1465407 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28024300 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 36875872 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 327385 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 327385 | ExpensesNotRptdF990 |
| Expenses Subtotal | 36548487 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 591543 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 960348 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1551891 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 38100378 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of the Organization's Endowment Funds | Schedule D, Part V, Line 4 | HOAG HOSPITAL FOUNDATIONS ENDOWMENT FUNDS ARE INTENDED TO PROVIDE FINANCIAL RESERVES AND EARNINGS FOR FUTURE NEEDS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN. |
| ASC 740 footnote (FKA FIN 48) | Schedule D, Part X, Line 2 | THE FOLLOWING IS THE FIN 48 FOOTNOTE FROM THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN, THE FILING ORGANIZATION'S PARENT: 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 STATEMENTS. 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 FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT SEPTEMBER 30, 2012 OR 2011. |
| Other changes in net assets | Schedule D, Part XI, Line 8 | Equity Gains $ 5,091,687 Change in Value of Split Interest Agreement $ 257,570 UBI loss from Partnerships/LLC's $ 86,484 Deconsolidation of Hoag Charity Sports $ (327,385) ------------ TOTAL $ 5,108,356 Schedule D, Part XII, Line 2D Equity Gains $ 5,091,687 Change in Value of Split Interest Agreement $ 257,570 Rounding $ 1 ------------ TOTAL $ 5,349,258 Schedule D, Part XII, Line 4B Toshiba Classic $ 960,348 UBI loss from Partnerships/LLC's $ (86,484) ------------ TOTAL $ 873,864 Schedule D, Part XIII, Line 2D Deconsolidation of Hoag Charity Sports $ 327,385 Schedule D, Part XIII, Line 4B Toshiba Classic $ 960,348 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | 16515496 |
| East Asia and the Pacific | 0 | 0 | Investments | 310132 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | 3502961 |
| North America | 0 | 0 | Investments | 560634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 20889223 | SubtotalAmountSpent |
| Total Amount Spent | 20889223 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | ReturnReference |
| Explanation | THE 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, 2012. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Toshiba Classic | NameOfEvent1 |
| Gross Receipts Event1 | 5151841 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 3651361 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1500480 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 275000 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1500480 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Circle 1000 | NameOfEvent2 |
| Gross Receipts Event2 | 1035638 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1005923 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 29715 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 47327 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 945717 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 800584 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 145133 | GrossRevenueOtherEvents |
| Entertainment Other Events | 6000 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 194453 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 7133196 | GrossReceiptsTotal |
| Charitable Contributions Total | 5457868 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1675328 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 275000 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 6000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1742260 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 2023260 | DirectExpenseSummaryEvents |
| Net Income Summary | -347932 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FUNDRAISING ACTIVITIES | Identifier |
| Return Reference | Schedule G, Part II | ReturnReference |
| Explanation | The Toshiba Classic is a charitable event on the PGA Champions Tour that is one of the most successful tournaments on the tour circuit. The event is owned and operated by Hoag Hospital Foundation and operates as part of the foundation. THE GROSS RECEIPTS OF $5.2 MILLION ON SCHEDULE G, PART II INCLUDES CHARITABLE CONTRIBUTIONS RECEIVED BY THE FOUNDATION. TOTAL EXPENSES RELATED TO THE EVENT WAS APPROXIMATELY $3.7 MILLION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Cal State Fullerton | |||||||
| PO Box 34080 | Fullerton | CA | 92834 | 330567945 | Government | 9000 | EDUCATION |
| Discovery Science Center | |||||||
| 2500 N Main St | Santa Ana | CA | 92705 | 330828380 | 501(C)(3) | 5300 | EDUCATION |
| Los Angeles Conservation Corps | |||||||
| Po Box 15868 | Los Angeles | CA | 90015 | 954002138 | 501(c)(3) | 5500 | EDUCATION |
| Newport Beach Explorer Scouts | |||||||
| 870 Santa Barbara Dr | Newport Beach | CA | 92660 | 951727660 | 501(C)(3) | 16500 | EDUCATION |
| Hoag Memorial Hospital Presbyterian | |||||||
| ONE HOAG DRIVE PO BOX 6100 | NEWPORT BEACH | CA | 92663 | 951643327 | 501(C)(3) | 26826026 | CAPITAL PURCHASES & HEALTHCARE PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Toshiba Scholarships | TypeOfGrant |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 20000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Organization's Procedures for Monitoring the Use of Grants | Identifier |
| Return Reference | FORM 990, SCHEDULE I, LINE 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Afable MD | |||||||||||||
| 0 | 668247 | 0 | 323490 | 0 | 150508 | 0 | 197358 | 0 | 16421 | 0 | 1356024 | 0 | 0 |
| Flynn A Andrizzi PhD | |||||||||||||
| 0 | 354837 | 0 | 0 | 0 | 104695 | 0 | 16157 | 0 | 31171 | 0 | 506860 | 0 | 0 |
| Jeff Purser | |||||||||||||
| 0 | 134880 | 0 | 151678 | 0 | 6637 | 0 | 13475 | 0 | 30649 | 0 | 337319 | 0 | 0 |
| Sharon Thornton | |||||||||||||
| 0 | 170708 | 0 | 25231 | 0 | 30354 | 0 | 11362 | 0 | 10890 | 0 | 248545 | 0 | 0 |
| Gregory Gissendanner | |||||||||||||
| 0 | 145117 | 0 | 11717 | 0 | 253 | 0 | 7876 | 0 | 6639 | 0 | 171602 | 0 | 0 |
| Kenya Beckman | |||||||||||||
| 0 | 149752 | 0 | 11335 | 0 | 19051 | 0 | 9000 | 0 | 6132 | 0 | 195270 | 0 | 0 |
| Doreen Girling | |||||||||||||
| 0 | 123946 | 0 | 9354 | 0 | 569 | 0 | 6739 | 0 | 9834 | 0 | 150442 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Compensation Information | SCHEDULE J, PART I, LINE 1(A) | 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. 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. DURING THE YEAR, SENIOR VPS AND ABOVE RECEIVED AN AUTO ALLOWANCE AS PART OF THEIR OVERALL COMPENSATION. THE ALLOWANCE WAS REPORTED AS TAXABLE WAGES AND IS INCLUDED IN COLUMN B(III) OF PART II. THE ALLOWANCES WERE ELIMINATED EFFECTIVE 1/1/12. |
| Supplemental Compensation Information | SCHEDULE J, PART I, LINE 3 | 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. |
| Supplemental Compensation Information | SCHEDULE J, PART I, LINE 4B | RICHARD AFABLE, M.D. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FLYNN ANDRIZZI | NamePerson |
| Purpose Of Loan | RECRUITMENT | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $335,000 | OriginalPrincipalAmount |
| Balance Due | 335000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 335000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PIMCO | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TAMMIE ARNOLD/BOARD MEM. | Relationship |
| Description Of Transaction | SEE SCHEDULE O | DescriptionOfTransaction |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 251768 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST / SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| W-2S | FORM 990, PART V, LINE 2A | HOAG MEMORIAL HOSPITAL PRESBYTERIAN ISSUES THE W-2S OF THOSE REPORTED IN PART VII, BUT THEY DEVOTE NO HOURS TO THE HOSPITAL, WITH THE EXCEPTION OF RICHARD AFABLE, M.D., FLYNN ANDRIZZI AND STEPHEN JONES AS NOTED IN THE NARRATIVE FOR PART VII. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 THE DIRECTORS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN, A RELATED TAX-EXEMPT ORGANIZATION, ARE INDIVIDUAL MEMBERS OF HOAG HOSPITAL FOUNDATION. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, LINE 7A | THE ORGANIZATION'S MEMBERS ELECT THE DIRECTORS OF HOAG HOSPITAL FOUNDATION. |
| DECISIONS REQUIRING APPROVAL | FORM 990, PART VI, LINE 7B | THE 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 |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT COMMITTEE OF THE BOARD THE REVIEW OF THE 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 EMAILED TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING. |
| PROCESS USED TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | THE 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. |
| PROCESS USED TO DETERMINE COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | The 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 FIVE YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2012. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| HOURS DEVOTED TO RELATED ORGANIZATIONS | FORM 990, PART VII | JAMES MORRIS IS THE BOARD TREASURER OF HHF AND HE DEVOTED 2 HOURS PER WEEK TO RELATED ORGANIZATIONS BY ATTENDING THE JOINT INVESTMENT MANAGEMENT COMMITTEE MEETINGS. MAX HAMPTON IS A BOARD MEMBER OF HHF, A BOARD MEMBER OF HMHP, AND ON THE JOINT INVESTMENT COMMITTEE. HE DEVOTED 2 HOURS PER WEEK TO HHF AND 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. ROBERT COLE IS A BOARD MEMBER OF HHF AND HE DEVOTED 1 HOUR PER WEEK TO RELATED ORGANIZATIONS BY ATTENDING THE JOINT INVESTMENT MANAGEMENT COMMITTEE MEETINGS. STEPHEN JONES IS A BOARD MEMBER OF HHF, THE CHAIR OF HMHP, AND ON THE JOINT INVESTMENT COMMITEE. HE DEVOTED 1 HOUR PER WEEK TO HHF AND 4 HOURS PER WEEK TO RELATED ORGANIZATIONS. RICHARD AFABLE, M.D. IS A BOARD MEMBER OF HHF AND THE CEO OF HMHP. HE DEVOTED 3 HOURS PER WEEK TO HHF AND 50 HOURS PER WEEK TO HMHP. FLYNN ANDRIZZI IS THE PRESIDENT OF HHF, SVP OF HMHP, AND BOARD MEMBER OF HCS. HE DEVOTED 50 HOURS PER WEEK TO HHF, 3 HOURS PER WEEK TO HMHP, AND 1 HOUR PER WEEK TO HCS. |
| OTHER NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED GAINS $ 4,953,536 EQUITY GAINS $ 5,091,687 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT $ 257,570 UBI LOSS FROM PARTNERSHIPS/LLC'S $ 86,484 ------------- TOTAL $ 10,389,277 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HOAG MEMORIAL HOSPITAL PRESBYTERIAN | ||||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 951643327 | HEALTHCARE | CA | 501(C)(3) | 3 | NA | false |
| HOAG CHARITY SPORTS | ||||||||||
| 3920 BIRCH STREET SUITE 105 | NEWPORT BEACH | CA | 92660 | 452982422 | SUPPORT | CA | 501(C)(3) | 7 | HHF | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| NEWPORT IMAGING CTR | |||||||||
| 360 SAN MIGUEL | NEWPORT BEACH | CA | 92660 | 330191776 | MEDICAL IMAGING | CA | NA | N/A | 0.00000 |
| HOAG ORTHOPEDIC INSTITUTE LLC | |||||||||
| 1 HOAG DR6100 | NEWPORT BEACH | CA | 96258 | 611588294 | SPECIALTY HSPTL | CA | NA | N/A | 0.00000 |
| ORTHOPEDIC SPECIALISTS OF NWPRT BCH LLC | |||||||||
| 22 CORPORATE PLZ DR | NEWPORT BEACH | CA | 92660 | 203014704 | SPECIALTY HSPTL | CA | NA | N/A | 0.00000 |
| ORTHO SURGERY CENTER OF ORANGE COUNTY LL | |||||||||
| 22 CORPORATE PLAZA DRIVE | NEWPORT BEACH | CA | 92660 | 330841806 | SURGERY | CA | NA | N/A | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| HOAG MANAGEMENT SERVICES INC | ||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 926586100 | 330731587 | MEDICAL MGMT | CA | NA | C-CORP |
| COASTAL MANAGEMENT SERVICES ORGANIZATION | ||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 926586100 | 330676831 | PURCHASE CO-OP | CA | NA | C-CORP |
| HOAG MEDICAL FOUNDATION | ||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 453583707 | HEALTH CARE | CA | NA | C-CORP |
| CHARITABLE REMAINDER TRUSTS (5) | ||||||||
| SUPPORT | CA | NA | TRUST | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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