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Nonprofiteer
← HOAG CLINIC INC

Form 990 for tax year 2024

Filed by HOAG CLINIC INC.

Totals

Total revenue
$355,323,126
Total expenses
$447,970,290
Contributions and grants received
$3,781,275
Grants paid
$0
Program service revenue
$340,968,941
Investment income
$2,203,283
Other revenue
$8,369,627
Total assets, end of year
$196,724,771
Total liabilities, end of year
$123,727,451
Net assets or fund balances, end of year
$72,997,320
Program services expenses (Part IX)
$419,141,411
Management and general expenses
$28,828,879
Fundraising expenses
$0
Program service expenses (Part III)
$419,141,411

Program services were 93.6% 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.

  • 1d · Related organizations

    $3,781,275

  • 2a · Program service revenue: PATIENT SERVICES

    total $190,769,045 · related or exempt $190,769,045

  • 2b · Program service revenue: HMO CAPITATED PAYMENTS

    total $145,734,445 · related or exempt $145,734,445

  • 2c · Program service revenue: QUALITY REVENUE

    total $3,314,434 · related or exempt $3,314,434

  • 2d · Program service revenue: RENTAL INCOME

    total $1,151,017 · related or exempt $1,151,017

  • 3 · Investment income

    total $2,203,283 · excluded $2,203,283

  • 11a · Other revenue: SERVICES TO HMHP

    total $7,806,054 · related or exempt $7,806,054

  • 11b · Other revenue: MANAGEMENT SERVICE REV

    total $399,840 · related or exempt $399,840

  • 11c · Other revenue: IPA PPO & HEH

    total $163,733 · unrelated business $163,733

  • 11e · Other revenue, total

    $8,369,627

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,670,229 · management and general $1,670,229

  • 7 · Other salaries and wages

    total $92,429,980 · program services $79,788,787 · management and general $12,641,193

  • 8 · Pension plan contributions

    total $3,778,721 · program services $3,591,291 · management and general $187,430

  • 9 · Other employee benefits

    total $17,931,149 · program services $16,199,154 · management and general $1,731,995

  • 11a · Fees: management

    total $422,784 · program services $280,080 · management and general $142,704

  • 11b · Fees: legal

    total $400,259 · program services $20,046 · management and general $380,213

  • 11c · Fees: accounting

    total $30,283 · program services $30,283

  • 11g · Fees: other

    total $145,210,325 · program services $145,210,325

  • 13 · Office expenses

    total $1,734,076 · program services $1,615,359 · management and general $118,717

  • 16 · Occupancy

    total $22,729,559 · program services $20,362,502 · management and general $2,367,057

  • 17 · Travel

    total $162,602 · program services $162,581 · management and general $21

  • 20 · Interest

    total $784 · program services $784

  • 22 · Depreciation, depletion and amortization

    total $10,350,589 · program services $9,518,119 · management and general $832,470

  • 23 · Insurance

    total $2,641,985 · management and general $2,641,985

  • 24a · Other expenses: PURCHASED SERVICES

    total $116,202,849 · program services $111,886,767 · management and general $4,316,082

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $19,770,678 · program services $19,765,568 · management and general $5,110

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $6,203,677 · program services $5,701,905 · management and general $501,772

  • 24d · Other expenses: LICENSES AND TAXES

    total $1,348,071 · program services $1,466,089 · management and general -$118,018

  • 24e · All other expenses

    total $4,951,690 · program services $3,541,771 · management and general $1,409,919

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,907,992 · end of year $29,690,404

  • 2 · Savings and temporary cash investments

    beginning of year $42,576,901 · end of year $31,723,567

  • 4 · Accounts receivable

    beginning of year $12,365,987 · end of year $7,830,148

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,197,579 · end of year $5,373,977

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

    $65,766,997

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

    $33,582,133

  • 10c · Land, buildings and equipment, net

    beginning of year $32,073,853 · end of year $32,184,864

  • 14 · Intangible assets

    beginning of year $21,108,445 · end of year $17,926,740

  • 15 · Other assets

    beginning of year $80,632,966 · end of year $71,995,071

  • 17 · Accounts payable and accrued expenses

    beginning of year $29,342,581 · end of year $38,833,530

  • 19 · Deferred revenue

    beginning of year $1,708,313 · end of year $1,632,759

  • 25 · Other liabilities

    beginning of year $91,872,538 · end of year $83,261,162

  • 27 · Net assets without donor restrictions

    beginning of year $78,940,291 · end of year $72,997,320

Mission and programs · 2024

Mission

HOAG CLINIC'S MISSION IS TO PROMOTE THE CONTINUED AVAILABILITY OF HEALTH CARE SERVICES TO ALL PERSONS AND PROVIDE COMMUNITY EDUCATION TO HEALTH CARE PROFESSIONALS AND CONDUCT CLINICAL RESEARCH.

  • SEE SCHEDULE OHOAG CLINIC'S PRIMARY PURPOSE IS TO ESTABLISH, OPERATE AND MAINTAIN CHARITABLE AND EDUCATIONAL PURPOSES (I) MULTISPECIALTY MEDICAL CLINICS AND OTHER CLINICS PURSUANT TO THE PROVISIONS OF SECTION 1206(G) OF THE CALIFORNIA HEALTH AND SAFETY CODE AND OTHER OUTPATIENT OR AMBULATORYHEALTH CARE FACILITIES, ENTITIES AND PROGRAMS FOR THE PROVISION OF HEALTH CARE SERVICES AND (II) EDUCATIONAL FACILITIES THAT, AMONG OTHER THINGS, CONDUCT HEALTH EDUCATION ACTIVITIES AND ENGAGE IN PROGRAMS AND ACTIVITIES DESIGNED TO MEET THE HEALTH, EDUCATION AND SOCIAL NEEDS OF THE GENERAL PUBLIC.IN 2024, HOAG CLINIC PROVIDED PRIMARY CARE SERVICES (INTERNAL MEDICINE, FAMILY PRACTICE AND PEDIATRICS), CONCIERGE MEDICINE, OBSTETRICS AND GYNECOLOGY, ALLERGY, RHEUMATOLOGY, ENDOCRINOLOGY, ONCOLOGY, CARDIOLOGY AND OTHER SERVICES.

    Expenses $419,141,411 · Revenue $349,174,835

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cindy Stokke

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Robert Brunswick

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2

  • Eric Alcouloumre MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Vicki Booth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Reshma Block

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Chris Callero

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dennis Gilmore

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Richard Haskell MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Paul Heeschen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Karen Linden

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Debbie Margolis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Thomas Otterbein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Babak Rad MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jamie Shepherdson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Pamela Massey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Maricela Rios Faust

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dan Young

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Shannon Eusey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Steve Pizula

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Robert Braithwaite

    PRESIDENT & CEO HOAG HOSPITAL

    Total calculated
    $3,921,556
    From this org
    $0
    From related orgs
    $3,865,113
    Other
    $56,443
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,412,246 related
    Bonus
    $0 + $2,276,820 related
    Other
    $0 + $176,047 related
    Deferred
    $0 + $29,325 related
    Nontaxable benefits
    $0 + $27,622 related
    Filer's total
    $0 + $3,922,060 related

  • Andrew Guarni

    EVP AND CFO HOAG HOSPITAL

    Total calculated
    $1,561,752
    From this org
    $0
    From related orgs
    $1,501,135
    Other
    $60,617
    Hours/week
    2 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $855,040 related
    Bonus
    $0 + $622,960 related
    Other
    $0 + $23,135 related
    Deferred
    $0 + $52,576 related
    Nontaxable benefits
    $0 + $8,545 related
    Filer's total
    $0 + $1,562,256 related

  • Michael Gam

    VP AND CFO HOAG CLINIC

    Total calculated
    $641,933
    From this org
    $0
    From related orgs
    $587,147
    Other
    $54,786
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $382,627 related
    Bonus
    $0 + $198,926 related
    Other
    $0 + $5,594 related
    Deferred
    $0 + $40,250 related
    Nontaxable benefits
    $0 + $14,788 related
    Filer's total
    $0 + $642,185 related

  • Jim Boyle

    VP HOAG CLINIC MSO

    Total calculated
    $735,761
    From this org
    $0
    From related orgs
    $674,505
    Other
    $61,256
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $340,086 related
    Bonus
    $0 + $333,267 related
    Other
    $0 + $1,152 related
    Deferred
    $0 + $38,977 related
    Nontaxable benefits
    $0 + $22,502 related
    Filer's total
    $0 + $735,984 related

  • Sheila Porter

    VP HOAG CLINIC GROUP PRACTICE

    Total calculated
    $579,611
    From this org
    $0
    From related orgs
    $530,223
    Other
    $49,388
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $343,411 related
    Bonus
    $0 + $185,054 related
    Other
    $0 + $1,758 related
    Deferred
    $0 + $32,817 related
    Nontaxable benefits
    $0 + $16,795 related
    Filer's total
    $0 + $579,835 related

  • Gayathri Jith

    VP SR HOAG CLINIC

    Total calculated
    $984,835
    From this org
    $0
    From related orgs
    $922,705
    Other
    $62,130
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $593,483 related
    Bonus
    $0 + $327,169 related
    Other
    $0 + $2,053 related
    Deferred
    $0 + $35,011 related
    Nontaxable benefits
    $0 + $27,718 related
    Filer's total
    $0 + $985,434 related

  • Justin Davis

    DIRECTOR BUSINESS DEVLOP. HEH

    Total calculated
    $458,344
    From this org
    $0
    From related orgs
    $426,558
    Other
    $31,786
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $198,109 related
    Bonus
    $0 + $228,105 related
    Other
    $0 + $344 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $14,996 related
    Filer's total
    $0 + $458,804 related

  • Dennis P Haghighat

    DIRECTOR MEDICAL UTILIZATION MGMT

    Total calculated
    $305,085
    From this org
    $0
    From related orgs
    $296,801
    Other
    $8,284
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $244,920 related
    Bonus
    $0 + $26,871 related
    Other
    $0 + $25,010 related
    Deferred
    $0 + $244 related
    Nontaxable benefits
    $0 + $8,496 related
    Filer's total
    $0 + $305,541 related

  • Sharmeline V Curameng

    MANAGER ADV PRACTICE PROVIDER & CLINICAL SVCS

    Total calculated
    $253,619
    From this org
    $0
    From related orgs
    $247,988
    Other
    $5,631
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $191,039 related
    Bonus
    $0 + $16,810 related
    Other
    $0 + $40,139 related
    Deferred
    $0 + $4,998 related
    Nontaxable benefits
    $0 + $1,064 related
    Filer's total
    $0 + $254,050 related

  • Jennifer Susnjara

    EXEC DIR GROUP PRACTICE OPS

    Total calculated
    $277,522
    From this org
    $0
    From related orgs
    $264,331
    Other
    $13,191
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $225,981 related
    Bonus
    $0 + $37,836 related
    Other
    $0 + $514 related
    Deferred
    $0 + $13,191 related
    Nontaxable benefits
    $0 + $27,546 related
    Filer's total
    $0 + $305,068 related

  • Farhan Boayes

    DIRECTOR CLAIMS

    Total calculated
    $287,424
    From this org
    $0
    From related orgs
    $247,934
    Other
    $39,490
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $216,747 related
    Bonus
    $0 + $30,687 related
    Other
    $0 + $500 related
    Deferred
    $0 + $12,372 related
    Nontaxable benefits
    $0 + $27,542 related
    Filer's total
    $0 + $287,848 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

  • 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
DESCRIPTION OF PRESIDENT PAID BY EXEMPT PARENT 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 HOAG MEMORIAL HOSPITAL PRESBYTERIAN.
PART I, LINE 4B
PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE ORGANIZATION'S TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. CERTAIN EXECUTIVES PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDED BY A RELATED ENTITY. THE FOLLOWING INDIVIDUALS RECEIVED A DISTRIBUTION DURING THE CURRENT YEAR: ROBERT BRAITHWAITE - $168,465 ANDREW GUARNI - $10,851

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

No itemized grants to organizations 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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HOAG ACCOUNTABLE CARE ORGANIZATION LLC

    HEALTHCARE · CA

    Directly controlled by HC

Related partnerships

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

  • COASTAL ASC HOLDINGS LLC

    N/A · HEALTHCARE · CA

    Directly controlled by HMHP

  • HOAG ORTHOPEDIC INSTITUTE

    N/A · HEALTHCARE · CA

    Directly controlled by HMHP

  • NEWPORT IMAGING CENTER

    N/A · HEALTHCARE · CA

    Directly controlled by HMHP

Related corporations and trusts

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

  • HOAG MANAGEMENT SERVICES INC

    C · HEALTHCARE · CA

    Directly controlled by HMHP

  • HOAG PHYSICIAN PARTNERS

    C · HEALTHCARE · CA · 100% owned · share of assets $433,969 · controlled entity

    Directly controlled by CLINIC

  • HOAG ORTHOPEDIC NETWORK

    C · HEALTHCARE · CA

  • HOAG ORTHOPEDIC INSTITUTE SPECIALISTS

    C · HEALTHCARE · CA

  • ORTHOCALIFORNIA IPA

    C · HEALTHCARE · CA

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202523179349309787

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