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Nonprofiteer
← SADDLEBACK MEMORIAL FOUNDATION

Form 990 for tax year 2022

Filed by SADDLEBACK MEMORIAL FOUNDATION.

Totals

Total revenue
$4,065,188
Total expenses
$5,359,853
Contributions and grants received
$7,349,053
Grants paid
$2,713,869
Program service revenue
$0
Investment income
$4,160,259
Other revenue
-$7,444,124
Total assets, end of year
$175,405,493
Total liabilities, end of year
$4,094,625
Net assets or fund balances, end of year
$171,310,868
Program services expenses (Part IX)
$2,713,869
Management and general expenses
$904,047
Fundraising expenses
$1,741,937
Program service expenses (Part III)
$2,713,869

Program services were 50.6% 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.

  • 1c · Fundraising events

    $712,011

  • 1d · Related organizations

    $32,000

  • 1f · All other contributions, gifts and grants

    $6,605,042

  • 1g · Noncash contributions included above

    $272,411

  • 3 · Investment income

    total $2,914,035 · excluded $2,914,035

  • 7a · Gross sales of assets other than inventory

    securities $27,981,525

  • 7b · Less cost or other basis and sales expenses

    securities $26,735,301

  • 7c · Gain or loss

    securities $1,246,224

  • 7d · Net gain or loss

    total $1,246,224 · excluded $1,246,224

  • 8a · Fundraising events: gross income

    $144,175

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

    $712,011

  • 8b · Fundraising events: direct expenses

    $369,735

  • 8c · Net income from fundraising events

    total -$225,560 · excluded -$225,560

  • 9a · Gaming: gross income

    $3,850

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $3,850 · excluded $3,850

  • 11a · Other revenue: K-1 PASSTHROUGH

    total -$7,222,414 · excluded -$7,222,414

  • 11e · Other revenue, total

    -$7,222,414

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,713,869 · program services $2,713,869

  • 5 · Compensation of officers, directors and key employees

    total $790,719 · management and general $347,854 · fundraising $442,865

  • 7 · Other salaries and wages

    total $806,208 · management and general $70,901 · fundraising $735,307

  • 8 · Pension plan contributions

    total $47,115 · management and general $11,074 · fundraising $36,041

  • 9 · Other employee benefits

    total $201,357 · management and general $6,714 · fundraising $194,643

  • 10 · Payroll taxes

    total $101,904 · management and general $21,136 · fundraising $80,768

  • 11c · Fees: accounting

    total $50,596 · management and general $50,536 · fundraising $60

  • 11f · Fees: investment management

    total $213,219 · management and general $213,219

  • 11g · Fees: other

    total $117,354 · management and general $100,000 · fundraising $17,354

  • 12 · Advertising and promotion

    total $350 · fundraising $350

  • 13 · Office expenses

    total $98,101 · management and general $29,208 · fundraising $68,893

  • 14 · Information technology

    total $56,978 · management and general $18,385 · fundraising $38,593

  • 16 · Occupancy

    total $3,044 · management and general $3,044

  • 17 · Travel

    total $1,011 · management and general $71 · fundraising $940

  • 19 · Conferences, conventions and meetings

    total $55,804 · management and general $18,411 · fundraising $37,393

  • 23 · Insurance

    total $10,457 · management and general $6,924 · fundraising $3,533

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $54,699 · fundraising $54,699

  • 24b · Other expenses: RECOGNITION EVENTS

    total $15,413 · fundraising $15,413

  • 24c · Other expenses: BUSINESS CULTIVATION

    total $7,939 · fundraising $7,939

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $6,963 · management and general $649 · fundraising $6,314

  • 24e · All other expenses

    total $6,753 · management and general $5,921 · fundraising $832

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,633,247 · end of year $15,488,615

  • 2 · Savings and temporary cash investments

    beginning of year $100,227 · end of year $176,548

  • 3 · Pledges and grants receivable

    beginning of year $509,625 · end of year $1,975,165

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

    $1,282,221

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

    $1,282,221

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $145,525,830 · end of year $154,454,066

  • 15 · Other assets

    beginning of year $3,068,805 · end of year $3,311,099

  • 25 · Other liabilities

    beginning of year $5,029,595 · end of year $4,094,625

  • 27 · Net assets without donor restrictions

    beginning of year $68,971,305 · end of year $75,668,185

  • 28 · Net assets with donor restrictions

    beginning of year $91,836,834 · end of year $95,642,683

Mission and programs · 2022

Mission

TO DEVELOP THE PHILANTHROPIC RESOURCES NECESSARY TO STRENGTHEN THE ABILITY OF SADDLEBACK MEMORIAL MEDICAL CENTER TO ENHANCE THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES, AND OUR COMMUNITY.

  • PROVIDED GRANTS FOR SADDLEBACK MEMORIAL MEDICAL CENTER CAPITAL ITEMS (SEE SCHEDULE I).

    Expenses $817,618 · Grants $817,618

  • PROVIDED GRANT FOR SADDLEBACK MEMORIAL MEDICAL CENTER'S SURGICAL SERVICES (SEE SCHEDULE I).

    Expenses $309,444 · Grants $309,444

  • PROVIDED GRANT FOR SADDLEBACK MEMORIAL MEDICAL CENTER'S COMMISSION ON CANCER ACCREDITATION INITIATIVE (SEE SCHEDULE I).

    Expenses $266,000 · Grants $266,000

  • OTHER PROGRAM SERVICES CONSIST OF GRANTS TO SADDLEBACK MEMORIAL MEDICAL CENTER AND MEMORIAL HEALTH SERVICES FOR THE FOLLOWING AMOUNTS AND RELATED PROGRAMS:NURSE NAVIGATOR (CANCER SERVICES-GENERAL ONCOLOGY) - $193,416NURSE NAVIGATOR (CARDIAC SERVICES) - $188,956NURSE NAVIGATOR (BREAST CENTER SERVICES) - $179,000NURSE NAVIGATOR (CANCER SERVICES-LUNG CANCER) - $143,233LICENSED SOCIAL WORKER FOR LAGUNA WOODS SENIOR PROGRAM - $117,000NURSE NAVIGATOR (SPINE-JOINT-REHAB SERVICES) - $97,795RADIATION/ONCOLOGY RESEARCH PROJECT - $81,052WOMEN'S SUPPORT GROUP COORDINATOR - $58,500NURSING SCHOLARSHIP AWARDS - $54,313HOSPICE PROGRAM - $50,000PHYSICIAN TRAINING (ONCOLOGY PROGRAM) - $30,000POSTPARTUM SUPPORT GROUP CLASSES (FOR NEW MOMS/BABIES) - $20,000CLINICAL STAFF MASSAGE CHAIRS (QTY 8) - $18,500HOSPITAL ELDER LIFE PROGRAM (H.E.L.P.) - $15,902CLINICIANS & STAFF KINDNESS INITIATIVES - $12,915STROKE PROGRAM ACCREDITATION - $12,400NURSING EDUCATION AND CERTIFICATION - $10,715INFANT SAFETY CPR CLASSES - $10,000POSTPARTUM SUPPORT GROUP PROGRAM FOR LDRP - $8,000PELVIC FLOOR PT/REHAB PROGRAM - $6,295VOLUNTEER LUNCHEON - $3,000NURSING STAFF APPRECIATION - $3,000ICU STAFF VESTS FOR BEACON AWARD - $2,520PHARMACY MEMBERSHIP AND CERTIFICATION - $1,795WOMEN'S HOSPITAL BEREAVEMENT PROGRAM - $1,500NICU DIARIES - $1,000

    Expenses $1,320,807 · Grants $1,320,807

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Marcia Manker

    BOARD MEMBER, CEO SMMC

    Total calculated
    $3,138,220
    From this org
    $0
    From related orgs
    $2,455,914
    Other
    $682,306
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $749,295 related
    Bonus
    $0 + $458,798 related
    Other
    $0 + $1,247,821 related
    Deferred
    $0 + $668,382 related
    Nontaxable benefits
    $0 + $13,924 related
    Filer's total
    $0 + $3,138,220 related

  • Christy Ward

    PRESIDENT

    Total calculated
    $492,722
    From this org
    $0
    From related orgs
    $459,001
    Other
    $33,721
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $408,741 related
    Bonus
    $0 + $36,000 related
    Other
    $0 + $14,260 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $18,471 related
    Filer's total
    $0 + $492,722 related

  • Cathy Han MD

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Kimmel

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gus Alvarez

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Heidi Stoops

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Sandy Benson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gretchen Conroy MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Naren Goel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rhonda Longmore-Grund

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Candace Haynes

    BOARD MEMBER

    Total calculated
    $8,299
    From this org
    $0
    From related orgs
    $8,299
    Other
    $0
    Hours/week
    1 + 8 related

  • Patty Juarez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Diane Libertella Thru 9822

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Laurie Louie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gayle Luciano

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim McNulty

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sarah Nederlander

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Rogers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bebe Shaddock

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ketan Shah MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wang Teng MD

    BOARD MEMBER

    Total calculated
    $33,880
    From this org
    $0
    From related orgs
    $33,880
    Other
    $0
    Hours/week
    1 + 40 related

  • Jessie Valencia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sharon Cheever

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Teresa Evans

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brian Krawiec

    CFO/EXECUTIVE DIRECTOR OF FINANCE

    Total calculated
    $255,749
    From this org
    $0
    From related orgs
    $225,799
    Other
    $29,950
    Hours/week
    51 + 9 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,832 related
    Bonus
    $0 + $23,157 related
    Other
    $0 + $9,810 related
    Deferred
    $0 + $22,823 related
    Nontaxable benefits
    $0 + $7,127 related
    Filer's total
    $0 + $255,749 related

  • Melissa Centeno

    DIRECTOR, COMM & DONOR ENGAGEMENT

    Total calculated
    $219,707
    From this org
    $0
    From related orgs
    $187,757
    Other
    $31,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $164,352 related
    Bonus
    $0 + $18,245 related
    Other
    $0 + $5,160 related
    Deferred
    $0 + $13,663 related
    Nontaxable benefits
    $0 + $18,287 related
    Filer's total
    $0 + $219,707 related

  • Ramona Lopez

    DIRECTOR, PROSPECT MGT & RESEARCH

    Total calculated
    $166,365
    From this org
    $0
    From related orgs
    $147,016
    Other
    $19,349
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $131,514 related
    Bonus
    $0 + $14,789 related
    Other
    $0 + $713 related
    Deferred
    $0 + $7,715 related
    Nontaxable benefits
    $0 + $11,634 related
    Filer's total
    $0 + $166,365 related

  • Lynn Dickinson Thru 012923

    DIRECTOR, PLANNED GIVING

    Total calculated
    $153,530
    From this org
    $0
    From related orgs
    $143,490
    Other
    $10,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $142,747 related
    Bonus
    $0
    Other
    $0 + $743 related
    Deferred
    $0 + $3,670 related
    Nontaxable benefits
    $0 + $6,370 related
    Filer's total
    $0 + $153,530 related

  • Colleen O'Connor

    DIRECTOR, MAJOR GIFTS

    Total calculated
    $161,381
    From this org
    $0
    From related orgs
    $138,475
    Other
    $22,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $138,221 related
    Bonus
    $0
    Other
    $0 + $254 related
    Deferred
    $0 + $9,907 related
    Nontaxable benefits
    $0 + $12,999 related
    Filer's total
    $0 + $161,381 related

  • Grace Todd

    MANAGER, COMMUNICATIONS

    Total calculated
    $116,475
    From this org
    $0
    From related orgs
    $102,315
    Other
    $14,160
    Hours/week
    40

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)

SCHEDULE J, PART I, LINE 3
THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT IS DETERMINED BY MEMORIAL HEALTH SERVICES (MHS), THE TAX-EXEMPT PARENT OF SADDLEBACK MEMORIAL MEDICAL CENTER. SEE SCHEDULE O FOR FORM 990, PART VI, LINES 15A AND 15B FOR THE PROCESS USED BY MHS TO DETERMINE COMPENSATION.
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: THE ORGANIZATION MAINTAINS A DEFINED CONTRIBUTION PLAN WHERE EACH YEAR'S CONTRIBUTION VESTS AFTER THREE YEARS. DURING THE 2022 CALENDAR YEAR, THE ORGANIZATION MADE THE FOLLOWING CONTRIBUTIONS TO THE PLAN ON BEHALF OF THE FOLLOWING INDIVIDUALS, WHICH IS REPORTED AS "RETIREMENT AND DEFERRED COMPENSATION" ON SCHEDULE J, PART II, COLUMN (C). CONTRIBUTIONS THAT ARE IMMEDIATELY VESTED UNDER THE CIRCUMSTANCES REFERENCED BELOW ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN (B)(III). MARCIA MANKER - $394,079 PARTICIPANTS WHO ATTAIN SPECIFIC AGE AND YEARS OF SERVICE REQUIREMENTS ARE FULLY VESTED IN THEIR PLAN BENEFIT AND EACH SUBSEQUENT CONTRIBUTION IS VESTED ON A QUARTERLY BASIS WHEN PAID. FOR THE 2022 CALENDAR YEAR, THE FOLLOWING INDIVIDUAL RECEIVED THE FOLLOWING VESTED CONTRIBUTIONS AND PAYMENTS, WHICH WERE INCLUDED ON THEIR 2022 W-2 AND WHICH ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN B(III): MARCIA MANKER - $801,317
SCHEDULE J, PART I, LINE 7
CERTAIN EXECUTIVES RECEIVE PART OF THEIR OVERALL COMPENSATION IN THE FORM OF AN ANNUAL INCENTIVE PAYMENT. SEVERAL FINANCIAL AND NON-FINANCIAL METRICS ARE UTILIZED IN THE FORMULA FOR THE INCENTIVE COMPENSATION, AND THESE METRICS AND THE FORMULA ARE REVIEWED AND APPROVED EACH YEAR IN ADVANCE BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SOLE MEMBER OF EACH ORGANIZATION. PAYMENT OF ANY INCENTIVE COMPENSATION MUST BE APPROVED BY THE COMPENSATION COMMITTEE AFTER IT HAS REVIEWED THE METRICS TO DETERMINE WHETHER THEY HAVE BEEN MET, AND THE AMOUNT OF THE PAYMENTS (IF ANY), BASED ON THE APPROVED FORMULA.

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.

  • MEMORIALCARE HOME HEALTH LLC

    HEALTHCARE · CA

  • BEACH SURGICAL HOLDINGS LLC

    HEALTHCARE · CA

  • MEMORIALCARE INNOVATION FUND LP

    HEALTHCARE · CA

  • BEACH SURGICAL HOLDINGS II LLC

    HEALTHCARE · CA

  • SUMMATION HEALTH VENTURES

    INVESTMENTS · DE

  • MC FV MOB I LLC

    OWN, OPERATE, LEASE, MAINTAIN THE MEDICAL OFFICE BUILDING PROPERTY · CA

  • RMV MOB I LLC

    OWN, OPERATE, LEASE, MAINTAIN THE MEDICAL OFFICE BUILDING PROPERTY · CA

  • BRISTOL PARK INVESTMENT GROUP I LP

    OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING · CA

  • BRISTOL PARK INVESTMENT GROUP II LP

    OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING · CA

  • BRISTOL PARK INVESTMENT GROUP III LP

    OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING · CA

  • BRISTOL PARK INVESTMENT GROUP V LP

    OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING · CA

  • PS CENTER LLC

    HEALTHCARE · CA

Related corporations and trusts

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

  • CHARITABLE REMAINDER UNITRUST (8)

    T · SUPPORT · CA · controlled entity

    Directly controlled by SMF

  • CHARITABLE REMAINDER ANNUITY TRUST (1)

    T · SUPPORT · CA · controlled entity

    Directly controlled by SMF

  • NATIONAL HEALTHCARE SERVICES

    C · MEDICAL SERVICES · CA

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202401289349303515

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