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← HOAG HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by HOAG HOSPITAL FOUNDATION.

Totals

Total revenue
$112,948,082
Total expenses
$50,247,050
Contributions and grants received
$100,854,898
Grants paid
$28,906,533
Program service revenue
$0
Investment income
$12,537,282
Other revenue
-$444,098
Total assets, end of year
$627,739,333
Total liabilities, end of year
$18,259,595
Net assets or fund balances, end of year
$609,479,738
Program services expenses (Part IX)
$28,906,533
Management and general expenses
$5,469,583
Fundraising expenses
$15,870,934
Program service expenses (Part III)
$28,906,533

Program services were 57.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,873

  • 1c · Fundraising events

    $2,117,847

  • 1f · All other contributions, gifts and grants

    $98,735,178

  • 1g · Noncash contributions included above

    $1,614,556

  • 3 · Investment income

    total $12,537,282 · unrelated business -$1,210,674 · excluded $13,747,956

  • 8a · Fundraising events: gross income

    $289,243

  • 8a · Fundraising events: contributions included on line 1c

    $2,117,847

  • 8b · Fundraising events: direct expenses

    $733,341

  • 8c · Net income from fundraising events

    total -$444,098 · excluded -$444,098

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,906,533 · program services $28,906,533

  • 5 · Compensation of officers, directors and key employees

    total $4,419,806 · management and general $883,961 · fundraising $3,535,845

  • 7 · Other salaries and wages

    total $7,478,984 · management and general $1,495,797 · fundraising $5,983,187

  • 8 · Pension plan contributions

    total $2,105,158 · management and general $421,032 · fundraising $1,684,126

  • 9 · Other employee benefits

    total $747,908 · management and general $149,582 · fundraising $598,326

  • 10 · Payroll taxes

    total $506,841 · management and general $101,368 · fundraising $405,473

  • 11a · Fees: management

    total $470,077 · management and general $94,015 · fundraising $376,062

  • 11b · Fees: legal

    total $13,800 · management and general $2,760 · fundraising $11,040

  • 11c · Fees: accounting

    total $184,230 · management and general $184,230

  • 11f · Fees: investment management

    total $1,317,619 · management and general $1,317,619

  • 12 · Advertising and promotion

    total $809,117 · management and general $161,823 · fundraising $647,294

  • 13 · Office expenses

    total $902,764 · management and general $180,553 · fundraising $722,211

  • 14 · Information technology

    total $556,993 · management and general $111,399 · fundraising $445,594

  • 16 · Occupancy

    total $384,179 · management and general $76,836 · fundraising $307,343

  • 17 · Travel

    total $11,094 · management and general $2,219 · fundraising $8,875

  • 19 · Conferences, conventions and meetings

    total $106,299 · management and general $21,260 · fundraising $85,039

  • 24a · Other expenses: PURCHASED SERVICES

    total $1,325,648 · management and general $265,129 · fundraising $1,060,519

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $24,432,474 · end of year $19,400,276

  • 2 · Savings and temporary cash investments

    beginning of year $113,374,137 · end of year $122,370,060

  • 3 · Pledges and grants receivable

    beginning of year $117,954,286 · end of year $171,213,995

  • 4 · Accounts receivable

    beginning of year $212,750 · end of year $86,221

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $555,909 · end of year $255,368

  • 10a · Land, buildings and equipment: cost or other basis

    $1,448,536

  • 10b · Land, buildings and equipment: accumulated depreciation

    $612,901

  • 10c · Land, buildings and equipment, net

    beginning of year $802,957 · end of year $835,635

  • 11 · Investments: publicly traded securities

    beginning of year $74,189,384 · end of year $80,020,925

  • 12 · Investments: other securities

    beginning of year $211,520,001 · end of year $233,556,853

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $225 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,052,622 · end of year $13,833,119

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,702,134 · end of year $4,426,476

  • 27 · Net assets without donor restrictions

    beginning of year $133,136,727 · end of year $141,328,029

  • 28 · Net assets with donor restrictions

    beginning of year $389,150,640 · end of year $468,151,709

Mission and programs · 2023

Mission

HOAG HOSPITAL FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE FUNDS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN.

Activities or mission (Part I)

THE MISSION OF HOAG HOSPITAL FOUNDATION IS ADVANCING THE MISSION OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN THROUGH MEANINGFUL AND INSPIRATIONAL PHILANTHROPIC PARTNERSHIPS.

  • PROVIDE SUPPORT TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN FOR EXPANSION, EQUIPMENT, PROGRAMS, NURSING SCHOLARSHIPS AND VARIOUS OPERATING EXPENSES.

    Expenses $28,906,533 · Grants $28,906,533

As filed on the 2023 return.

Listed in Part VII

  • ROBERT BRAITHWAITE

    CEO, HOAG HOSPITAL

    Total calculated
    $2,285,373
    From this org
    $0
    From related orgs
    $2,233,775
    Other
    $51,598
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,347,500 related
    Bonus
    $0 + $760,500 related
    Other
    $0 + $125,775 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $24,822 related
    Filer's total
    $0 + $2,286,647 related

  • FLYNN ANDRIZZI

    PRESIDENT FOUNDATION

    Total calculated
    $987,522
    From this org
    $0
    From related orgs
    $949,564
    Other
    $37,958
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $522,812 related
    Bonus
    $0 + $397,632 related
    Other
    $0 + $29,120 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $22,492 related
    Filer's total
    $0 + $988,556 related

  • CAROLYN MCKITTERICK

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • ANTHONY ALLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • VICTOR ASSAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PHILIP BELLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA BERCHTOLD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • IRVING CHASE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DIANE CONNELLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BENJAMIN DU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GARY FUDGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARK HARDTKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JEREMY JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PAUL LIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DEVON MARTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN MUZZY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • AIDAN RANEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KATHERINE SHEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LISA ARGYROS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RICHARD TAKETA

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • DEBORAH MARGOLIS

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • KYLE WESCOAT

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    4

  • CINDY STOKKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GEOFFREY M MCCLOSKEY

    VP SR FINANCE & OPERATIONS

    Total calculated
    $604,968
    From this org
    $0
    From related orgs
    $566,099
    Other
    $38,869
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $396,463 related
    Bonus
    $0 + $164,469 related
    Other
    $0 + $5,167 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $22,369 related
    Filer's total
    $0 + $604,968 related

  • DANNA GRANT

    VP SR ADVANCEMENT

    Total calculated
    $776,013
    From this org
    $0
    From related orgs
    $739,304
    Other
    $36,709
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $275,138 related
    Bonus
    $0 + $282,050 related
    Other
    $0 + $182,116 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $20,209 related
    Filer's total
    $0 + $776,013 related

  • JENELLE SELTZER

    VP DONOR RELATIONS

    Total calculated
    $296,279
    From this org
    $0
    From related orgs
    $257,523
    Other
    $38,756
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $217,572 related
    Bonus
    $0 + $28,237 related
    Other
    $0 + $11,714 related
    Deferred
    $0 + $12,857 related
    Nontaxable benefits
    $0 + $25,899 related
    Filer's total
    $0 + $296,279 related

  • JULIE HEGGENESS

    EXEC DIR PLAN. GIVING & LEGAL

    Total calculated
    $297,793
    From this org
    $0
    From related orgs
    $269,668
    Other
    $28,125
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $228,141 related
    Bonus
    $0 + $37,583 related
    Other
    $0 + $3,944 related
    Deferred
    $0 + $19,929 related
    Nontaxable benefits
    $0 + $8,196 related
    Filer's total
    $0 + $297,793 related

  • ADAM DE LA PENA-GAFKE

    VP CAMPAIGNS & DEV ANALYTICS

    Total calculated
    $478,757
    From this org
    $0
    From related orgs
    $422,847
    Other
    $55,910
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $243,186 related
    Bonus
    $0 + $178,866 related
    Other
    $0 + $795 related
    Deferred
    $0 + $39,000 related
    Nontaxable benefits
    $0 + $16,910 related
    Filer's total
    $0 + $478,757 related

  • LYDDY LEWIS

    VP DEVELOPMENT

    Total calculated
    $500,077
    From this org
    $0
    From related orgs
    $473,260
    Other
    $26,817
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $272,744 related
    Bonus
    $0 + $199,986 related
    Other
    $0 + $530 related
    Deferred
    $0 + $13,080 related
    Nontaxable benefits
    $0 + $13,737 related
    Filer's total
    $0 + $500,077 related

  • GWEN RITTER

    VP DEVELOPMENT

    Total calculated
    $529,910
    From this org
    $0
    From related orgs
    $464,132
    Other
    $65,778
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $264,306 related
    Bonus
    $0 + $196,498 related
    Other
    $0 + $3,328 related
    Deferred
    $0 + $39,000 related
    Nontaxable benefits
    $0 + $26,778 related
    Filer's total
    $0 + $529,910 related

  • JEFF PURSER

    EXEC DIR TOURNAMENT

    Total calculated
    $676,323
    From this org
    $0
    From related orgs
    $648,457
    Other
    $27,866
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,163 related
    Bonus
    $0 + $221,441 related
    Other
    $0 + $281,853 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $13,085 related
    Filer's total
    $0 + $678,042 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
WRITTEN POLICY REGARDING PAYMENT OF EXPENSES WHILE THE FORM W-2S ARE ISSUED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), THE TAX-EXEMPT PARENT OF HOAG HOSPITAL FOUNDATION, THE FOUNDATION REIMBURSES HMHP AND PROVIDES THE BENEFIT.
PART I, LINE 3
METHODS USED TO DETERMINE EXECUTIVE DIRECTOR/PRESIDENT COMPENSATION THE ORGANIZATION'S PRESIDENT IS PAID BY ITS TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY HMHP TO REVIEW AND DETERMINE COMPENSATION.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS DURING CALENDAR YEAR 2023, WITH PAYMENT AMOUNTS INCLUDED IN OTHER REPORTABLE COMPENSATION UNDER SCHEDULE J, PART II, COLUMN (B)(III): JEFF PURSER DANNA GRANT PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE ORGANIZATION'S TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. THE FOLLOWING INDIVIDUALS RECEIVED A DISTRIBUTION DURING THE CURRENT YEAR: ROBERT BRAITHWAITE - $118,243 FLYNN ANDRIZZI - $15,310

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433189349307108

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