Totals
- Total revenue
- $41,796,921
- Total expenses
- $39,270,421
- Contributions and grants received
- $38,575,774
- Grants paid
- $25,604,755
- Program service revenue
- $0
- Investment income
- $1,672,049
- Other revenue
- $1,549,098
- Total assets, end of year
- $114,385,665
- Total liabilities, end of year
- $9,275,959
- Net assets or fund balances, end of year
- $105,109,706
- Program services expenses (Part IX)
- $30,642,643
- Management and general expenses
- $2,105,987
- Fundraising expenses
- $6,521,791
- Program service expenses (Part III)
- $30,642,643
Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
KIMBERLY CRIPE
PRESIDENT & CEO
- Total calculated
- $1,859,237
- From this org
- $0
- From related orgs
- $1,755,275
- Other
- $103,962
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $1,107,695 related
- Bonus
- $0 + $410,746 related
- Other
- $0 + $236,834 related
- Deferred
- $0 + $69,815 related
- Nontaxable benefits
- $0 + $34,147 related
- Filer's total
- $0 + $1,859,237 related
-
ADRIENNE MATROS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS AINSWORTH
DIRECTOR (FROM 11/20)
- Total calculated
- $0
- Hours/week
- 1
-
AMY MORHAIME
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNIKA CHASE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE CORTES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTINE BIXBY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER HARRISON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
DELPHINE LEE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
ERIC HART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JANE YADA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JASON KNIGHT MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GIGI KROLL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JIM CONROY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DANA WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN J HAYES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LILI DAFTARIAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
MATT LEINART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MONICA FURMAN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 3.5
-
NILOOFAR FAKHIMI
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
RYAN MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHANIE ARGYROS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEVE HOLLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TONY BOUTELLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TUSDI VOPAT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BILL CHENEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LANAN CLARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KERRI RUPPERT SCHILLER
EVP/CFO/ASSISTANT SECRETARY
- Total calculated
- $1,000,213
- From this org
- $0
- From related orgs
- $924,633
- Other
- $75,580
- Hours/week
- 3 + 37 related
Schedule J breakdown matched by us
- Base
- $0 + $626,529 related
- Bonus
- $0 + $146,330 related
- Other
- $0 + $151,774 related
- Deferred
- $0 + $46,201 related
- Nontaxable benefits
- $0 + $29,379 related
- Filer's total
- $0 + $1,000,213 related
-
DOUGLAS CORBIN
SR VP, CHIEF DEV OFF (THRU 5/17/23)
- Total calculated
- $745,967
- From this org
- $691,382
- From related orgs
- $0
- Other
- $54,585
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $472,676
- Bonus
- $107,254
- Other
- $111,452
- Deferred
- $27,690
- Nontaxable benefits
- $26,895
- Filer's total
- $745,967
-
WAYNE COMBS
ASSOCIATE VP, OPERATIONS & ADM
- Total calculated
- $326,319
- From this org
- $291,755
- From related orgs
- $0
- Other
- $34,564
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $252,623
- Bonus
- $39,132
- Other
- $0
- Deferred
- $5,176
- Nontaxable benefits
- $29,388
- Filer's total
- $326,319
-
KARA KIPP
ASSOCIATE CHIEF DEVELOPMENT OFFICER
- Total calculated
- $300,738
- From this org
- $244,855
- From related orgs
- $0
- Other
- $55,883
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,444
- Bonus
- $32,401
- Other
- $10
- Deferred
- $13,519
- Nontaxable benefits
- $42,364
- Filer's total
- $300,738
-
PATRICE POIDMORE
ASSOCIATE VP, CORP & COMM ENGAGEMENT
- Total calculated
- $326,669
- From this org
- $297,150
- From related orgs
- $0
- Other
- $29,519
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $255,309
- Bonus
- $41,831
- Other
- $10
- Deferred
- $14,918
- Nontaxable benefits
- $14,601
- Filer's total
- $326,669
-
ZACHARIAH ABRAMS
ASSISTANT VP, COMMUNITY ENGAGEMENT
- Total calculated
- $280,508
- From this org
- $269,214
- From related orgs
- $0
- Other
- $11,294
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,621
- Bonus
- $37,873
- Other
- $8,720
- Deferred
- $11,056
- Nontaxable benefits
- $238
- Filer's total
- $280,508
-
ANNAMARIA AHERN
ASST. VP, ANNUAL GIVING
- Total calculated
- $238,868
- From this org
- $212,857
- From related orgs
- $0
- Other
- $26,011
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,973
- Bonus
- $29,884
- Other
- $0
- Deferred
- $5,068
- Nontaxable benefits
- $20,943
- Filer's total
- $238,868
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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 3
- CHOC FOUNDATION RELIES ON CHC, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL. CHC'S PROCESS INCLUDES: A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS / STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PLEASE REFER TO THE SCHEDULE O DISCLOSURE FOR PART VI, LINE 15 FOR ADDITIONAL DETAIL.
- PART I, LINE 4B
- THE COMPANY ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN EFFECTIVE JANUARY 1, 2010 IN WHICH CERTAIN INDIVIDUALS LISTED ON THE FORM 990, PART VII AND SCHEDULE J ARE PARTICIPANTS. UNDER THE ESTABLISHED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE PLAN) OR SERP, FOR EACH PLAN YEAR THAT BEGINS PRIOR TO THE PARTICIPANT'S CASH DATE, CHOC SHALL CREATE A NEW SERP ACCOUNT ON ITS BOOKS FOR THE PARTICIPANT AND SHALL CREDIT TO SUCH ACCOUNT AT TIMES SPECIFIED. THE PARTICIPANTS OF THE PLAN ARE GENERAL CREDITORS OF THE COMPANY. THE PARTICIPANT'S SERP ACCOUNT SHALL BE UTILIZED SOLELY AS A DEVICE FOR THE MEASUREMENT AND DETERMINATION OF THE AMOUNTS TO BE PAID TO THE PARTICIPANT UNDER THIS PLAN. THE PARTICIPANT IS ENTITLED TO HIS/HER SERP BENEFIT AMOUNT UPON THE EARLIEST OF (1) REMAINING EMPLOYED WITH THE COMPANY TO THE THIRD ANNIVERSARY OF THE FIRST DAY OF THE PLAN YEAR FOR WHICH THE SERP ACCOUNT WAS CREATED; (2) REMAINING EMPLOYED WITH THE COMPANY TO THE PARTICIPANT'S 60TH BIRTHDAY; (3) REMAINING EMPLOYED WITH THE COMPANY TO THE DATE THE PARTICIPANT HAS BOTH ATTAINED AT LEAST AGE 55 AND HAS COMPLETED AT LEAST 10 YEARS OF SERVICE; (4) DISABILITY; (5) INVOLUNTARY SEPARATION FROM SERVICE WITHOUT REASONABLE CAUSE; (6) VOLUNTARY SEPARATION FROM SERVICE FOR GOOD REASON OR (7) DEATH. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN DURING THE YEAR: MS. CRIPE ($205,154), MS. SCHILLER ($101,580), MR. CORBIN ($69,244), MR. GABRIEL ($76,697), AND MR. VAN DOLAH ($102,255). THE COMPANY PROVIDES AN INCENTIVE PLAN TO ALL ELIGIBLE MEMBERS OF MANAGEMENT, INCLUDING CERTAIN INDIVIDUALS LISTED IN PART II OF SCHEDULE J. INCENTIVES ARE EARNED BASED ON ACHIEVEMENT OF ORGANIZATION AND INDIVIDUAL GOALS TYPICALLY RELATED TO QUALITY, PATIENT SAFETY, OPERATING, AND FINANCIAL PERFORMANCE AS WELL AS OTHER SIGNIFICANT CLINICAL, QUALITY, AND STRATEGIC ACHIEVEMENTS. THE COMPANY MAINTAINS A CORPORATE MEMBERSHIP IN A SOCIAL CLUB THAT IS UTILIZED FOR BUSINESS PURPOSES BY ITS EXECUTIVES, INCLUDING CERTAIN INDIVIDUALS LISTED IN PART II OF SCHEDULE J. USE OF THE CLUB AND PAYMENTS TO THE CLUB FOR BUSINESS-RELATED EXPENSES ARE SUBJECT TO THE COMPANY'S WRITTEN POLICIES AND PROCEDURES THAT INCLUDE A REQUIREMENT TO DOCUMENT THE PURPOSE AND ATTENDEES OF THE BUSINESS MEETING PRIOR TO PAYMENT.
- COMPENSATION FROM AN AFFILIATED ORGANIZATION
- KIMBERLY CRIPE IS COMPENSATED THROUGH CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC), HOWEVER, IN ADDITION TO HER RESPONSIBILITIES FOR CHC, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHOC FOUNDATION, CRC REAL ESTATE CORPORATION AND CHILDREN'S HOSPITAL AT MISSION (ALL IRC SECTION 501(C)(3) AFFILIATES). MS. CRIPE DEVOTES APPROXIMATELY 13% OF HER TIME EACH WEEK TO CHOC FOUNDATION RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON THE OTHER RELATED ORGANIZATIONS' BUSINESS AFFAIRS. KERRI RUPPERT SCHILLER IS COMPENSATED THROUGH CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC), HOWEVER, IN ADDITION TO HER RESPONSIBILITIES FOR CHC, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHOC FOUNDATION, CRC REAL ESTATE CORPORATION AND CHILDREN'S HOSPITAL AT MISSION (ALL IRC SECTION 501(C)(3) AFFILIATES). MS. SCHILLER DEVOTES APPROXIMATELY 8% OF HER TIME EACH WEEK TO CHOC FOUNDATION RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON THE OTHER RELATED ORGANIZATIONS' BUSINESS AFFAIRS.
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
-
CHILDREN'S HOSPITAL OF ORANGE COUNTY
$24,496,281
HOSPITAL OPERATIONS
-
PROVIDENCE SPEECH AND HEARING CENTER
$876,636
HOSPITAL OPERATIONS
-
CHILDREN'S HOSPITAL AT MISSION
$231,838
HOSPITAL OPERATIONS
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.
-
CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC)
501(C)(3) · HEALTHCARE · CA
-
CHILDREN'S HOSPITAL OF ORANGE COUNTY
501(C)(3) · HEALTHCARE · CA
Directly controlled by CHC
-
CHILDREN'S HOSPITAL AT MISSION
501(C)(3) · HEALTHCARE · CA
Directly controlled by CHC
-
501(C)(3) · REAL ESTATE · CA
Directly controlled by CHC
-
PROVIDENCE SPEECH AND HEARING CENTER
501(C)(3) · HEALTHCARE · CA
Directly controlled by CHOC
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ORANGE COUNTY MEDICAL RECIPROCAL INS CO
C · INSURANCE · AZ
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401349349301520
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