Form 990 for tax year 2023
Filed by HOAG MEMORIAL HOSPITAL PRESBYTERIAN.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 21 January 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $1,843,487,493
- Total expenses
- $1,685,137,356
- Contributions and grants received
- $44,526,989
- Grants paid
- $9,249,318
- Program services expenses (Part IX)
- $1,119,413,505
- Management and general expenses
- $565,723,851
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,119,413,505
Program services were 66.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
RESHMA BLOCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
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 + 2 related
-
DAN YOUNG
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
VICKI BOOTH
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 + 2 related
-
PAMELA MASSEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
BABAK RAD MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
MARICELA RIOS FAUST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JAMIE SHEPHERDSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
RICK TAKETA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
GEORGE WOOD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT BRAITHWAITE
PRESIDENT AND CEO
- Total calculated
- $2,285,373
- From this org
- $2,233,775
- From related orgs
- $0
- Other
- $51,598
- Hours/week
- 50 + 9 related
Schedule J breakdown matched by us
- Base
- $1,347,500
- Bonus
- $760,500
- Other
- $125,775
- Deferred
- $28,050
- Nontaxable benefits
- $24,822
- Filer's total
- $2,286,647
-
ANDREW GUARNI
EVP AND CFO
- Total calculated
- $1,170,791
- From this org
- $1,122,664
- From related orgs
- $0
- Other
- $48,127
- Hours/week
- 50 + 6 related
Schedule J breakdown matched by us
- Base
- $823,387
- Bonus
- $271,683
- Other
- $27,594
- Deferred
- $40,650
- Nontaxable benefits
- $8,752
- Filer's total
- $1,172,066
-
RICK MARTIN
VP SR PATIENT CARE SVC AND CNO
- Total calculated
- $730,404
- From this org
- $672,685
- From related orgs
- $0
- Other
- $57,719
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $483,275
- Bonus
- $145,130
- Other
- $44,280
- Deferred
- $50,550
- Nontaxable benefits
- $8,178
- Filer's total
- $731,413
-
MARCY BROWN
VP SR CHIEF OPERATIONS OFFICER
- Total calculated
- $732,317
- From this org
- $691,383
- From related orgs
- $0
- Other
- $40,934
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $545,926
- Bonus
- $135,581
- Other
- $9,876
- Deferred
- $24,750
- Nontaxable benefits
- $17,227
- Filer's total
- $733,360
-
SANFORD SMITH
VP SR REAL ESTATE & FACILITIES
- Total calculated
- $667,965
- From this org
- $616,020
- From related orgs
- $0
- Other
- $51,945
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $440,122
- Bonus
- $163,565
- Other
- $12,333
- Deferred
- $43,950
- Nontaxable benefits
- $8,961
- Filer's total
- $668,931
-
FLYNN ANDRIZZI
FOUNDATION PRESIDENT
- Total calculated
- $987,522
- From this org
- $949,564
- From related orgs
- $0
- Other
- $37,958
- Hours/week
- 2 + 52 related
Schedule J breakdown matched by us
- Base
- $522,812
- Bonus
- $397,632
- Other
- $29,120
- Deferred
- $16,500
- Nontaxable benefits
- $22,492
- Filer's total
- $988,556
-
JAN BLUE
VP SR CHIEF ADMIN OFFICER
- Total calculated
- $873,501
- From this org
- $821,982
- From related orgs
- $0
- Other
- $51,519
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $629,775
- Bonus
- $166,226
- Other
- $25,981
- Deferred
- $43,950
- Nontaxable benefits
- $8,652
- Filer's total
- $874,584
-
ERIC CHEUNG
VP SR & CHIEF LEGAL OFFICER
- Total calculated
- $746,227
- From this org
- $685,770
- From related orgs
- $0
- Other
- $60,457
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $540,344
- Bonus
- $142,076
- Other
- $3,350
- Deferred
- $39,000
- Nontaxable benefits
- $22,516
- Filer's total
- $747,286
-
MARTIN FEE
VP SR AND CCO
- Total calculated
- $612,061
- From this org
- $573,061
- From related orgs
- $0
- Other
- $39,000
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $448,316
- Bonus
- $112,502
- Other
- $12,243
- Deferred
- $39,000
- Nontaxable benefits
- $390
- Filer's total
- $612,451
-
MARGARET T CONK
VP SR CHIEF CLINICAL INST OFF.
- Total calculated
- $710,003
- From this org
- $663,558
- From related orgs
- $0
- Other
- $46,445
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $525,925
- Bonus
- $132,846
- Other
- $4,787
- Deferred
- $39,000
- Nontaxable benefits
- $8,465
- Filer's total
- $711,023
-
KRIS IYER
VP SR & CHIEF PHYS DEV OFFICER
- Total calculated
- $631,918
- From this org
- $590,833
- From related orgs
- $0
- Other
- $41,085
- Hours/week
- 2 + 52 related
Schedule J breakdown matched by us
- Base
- $456,302
- Bonus
- $124,667
- Other
- $9,864
- Deferred
- $40,650
- Nontaxable benefits
- $1,205
- Filer's total
- $632,688
-
KATHY AZEEZ NARAIN
VP CHIEF DIGITAL INNOVA OFF
- Total calculated
- $578,692
- From this org
- $562,192
- From related orgs
- $0
- Other
- $16,500
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $471,154
- Bonus
- $89,968
- Other
- $1,070
- Deferred
- $16,500
- Nontaxable benefits
- $987
- Filer's total
- $579,679
-
MICHAEL BRANT-ZAWADSKI
VP ADDICTION RESEARCH ADMIN
- Total calculated
- $649,216
- From this org
- $598,151
- From related orgs
- $0
- Other
- $51,065
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $490,335
- Bonus
- $93,464
- Other
- $14,352
- Deferred
- $39,000
- Nontaxable benefits
- $12,922
- Filer's total
- $650,073
-
ALLYSON BROOKS
EXEC DIR MED WOMENS HEALTH
- Total calculated
- $565,049
- From this org
- $510,526
- From related orgs
- $0
- Other
- $54,523
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $422,829
- Bonus
- $82,164
- Other
- $5,533
- Deferred
- $39,000
- Nontaxable benefits
- $16,473
- Filer's total
- $565,999
-
MICHAEL KRUG
EXEC DIR CHIEF HR OFFICER
- Total calculated
- $586,480
- From this org
- $544,765
- From related orgs
- $0
- Other
- $41,715
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $237,925
- Bonus
- $270,404
- Other
- $36,436
- Deferred
- $34,468
- Nontaxable benefits
- $7,918
- Filer's total
- $587,151
-
ARPI BEKMEZIAN
VP CHIEF QUALITY OFFICER
- Total calculated
- $556,601
- From this org
- $509,739
- From related orgs
- $0
- Other
- $46,862
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $463,156
- Bonus
- $45,001
- Other
- $1,582
- Deferred
- $39,000
- Nontaxable benefits
- $8,741
- Filer's total
- $557,480
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 — 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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 4B
- THE ORGANIZATION 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 - $118,243 ANDREW GUARNI - $15,310 RICK MARTIN - $29,825 MARTIN FEE - $6,150 MARCY BROWN - $4,831 FLYNN ANDRIZZI - $20,070
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
-
ALZHEIMER'S FAMILY SERVICES CENTER
$1,376,466
OPERATIONS/COMMUNITY EDUC/OUTREACH PRG.
-
$1,170,900
CHOC DIAB CENTER OPERATING GRANT
-
$1,000,000
MENTAL HEALTH SYSTEM DEVELOPMENT GRANT
-
$990,000
ACCESS TO CARE EXPANSION,RNTL ASSISTANCE
-
$250,000
MENTAL HEALTH & EDUCATION+NAMI IN LOBBY
-
$130,000
FAMILY COUNSELING, RENTAL ASSISTANCE
-
$125,000
OC FREE TAX PREP, SPARKPOINT FINANCIAL
-
COUNCIL ON AGING ORANGE COUNTY
$115,000
VISITOR PRG, SMILEMAKERS, COMEDY SPONSOR
-
$105,000
BUILDING BLOCKS, EVENT SPONSORSHIP
-
$105,000
MATERNAL CHILD HEALTH COORDINATION
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by HMHP
-
501(C)(3) · SUPPORT · CA · controlled entity
Directly controlled by HMHP
-
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by HMHP
-
501(C)(3) · FUNDRAISING · CA · controlled entity
Directly controlled by HMHP
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349310257
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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