Skip to content
Nonprofiteer
← HOAG CLINIC INC

Form 990 for tax year 2023

Filed by HOAG CLINIC INC.

Totals

Total revenue
$325,304,223
Total expenses
$428,811,406
Contributions and grants received
$3,120,833
Grants paid
$0
Program service revenue
$315,451,287
Investment income
$1,548,410
Other revenue
$5,183,693
Total assets, end of year
$201,863,723
Total liabilities, end of year
$122,923,432
Net assets or fund balances, end of year
$78,940,291
Program services expenses (Part IX)
$397,935,647
Management and general expenses
$30,875,759
Fundraising expenses
$0
Program service expenses (Part III)
$397,935,647

Program services were 92.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT BRAITHWAITE

    PRESIDENT & 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

  • KRIS IYER

    VP SR & CHIEF PHYS DEV OFFICER

    Total calculated
    $631,918
    From this org
    $0
    From related orgs
    $590,833
    Other
    $41,085
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,302 related
    Bonus
    $0 + $124,667 related
    Other
    $0 + $9,864 related
    Deferred
    $0 + $40,650 related
    Nontaxable benefits
    $0 + $1,205 related
    Filer's total
    $0 + $632,688 related

  • JAMIE CAILLOUETTE

    BOARD MEMBER

    Total calculated
    $221,494
    From this org
    $221,494
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $221,494
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $221,494

  • RESHMA BLOCK

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • CINDY STOKKE

    CHAIR (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    5

  • ROBERT BRUNSWICK

    CHAIR-ELECT (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • ERIC ALCOULOUMRE MD

    SECRETARY (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • DAN YOUNG

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • VICKI BOOTH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CHRIS CALLERO

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • DENNIS GILMORE

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • RICHARD HASKELL MD

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • PAUL HEESCHEN

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • KAREN LINDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • PAMELA MASSEY

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • BABAK RAD MD

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • MARICELA RIOS FAUST

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • JAMIE SHEPHERDSON

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • RICK TAKETA

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • GEORGE WOOD

    BOARD MEMBER (EFF. 11/23)

    Total calculated
    $0
    Hours/week
    2

  • ANDREW GUARNI

    EVP AND CFO HOAG HOSPITAL

    Total calculated
    $1,170,791
    From this org
    $0
    From related orgs
    $1,122,664
    Other
    $48,127
    Hours/week
    2 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $823,387 related
    Bonus
    $0 + $271,683 related
    Other
    $0 + $27,594 related
    Deferred
    $0 + $40,650 related
    Nontaxable benefits
    $0 + $8,752 related
    Filer's total
    $0 + $1,172,066 related

  • MICHAEL GAM

    VP AND CFO HOAG CLINIC

    Total calculated
    $623,602
    From this org
    $0
    From related orgs
    $570,770
    Other
    $52,832
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $372,860 related
    Bonus
    $0 + $192,435 related
    Other
    $0 + $5,475 related
    Deferred
    $0 + $39,000 related
    Nontaxable benefits
    $0 + $14,740 related
    Filer's total
    $0 + $624,510 related

  • JIM BOYLE

    VP HOAG CLINIC MSO

    Total calculated
    $439,368
    From this org
    $0
    From related orgs
    $393,713
    Other
    $45,655
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $328,336 related
    Bonus
    $0 + $64,260 related
    Other
    $0 + $1,117 related
    Deferred
    $0 + $30,968 related
    Nontaxable benefits
    $0 + $15,551 related
    Filer's total
    $0 + $440,232 related

  • SHEILA PORTER

    VP HOAG CLINIC GROUP PRACTICE

    Total calculated
    $444,226
    From this org
    $0
    From related orgs
    $404,499
    Other
    $39,727
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $330,691 related
    Bonus
    $0 + $70,621 related
    Other
    $0 + $3,187 related
    Deferred
    $0 + $26,176 related
    Nontaxable benefits
    $0 + $13,860 related
    Filer's total
    $0 + $444,535 related

  • GAYATHRI JITH

    VP SR HOAG CLINIC

    Total calculated
    $645,197
    From this org
    $0
    From related orgs
    $580,347
    Other
    $64,850
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $578,333 related
    Bonus
    $0
    Other
    $0 + $2,014 related
    Deferred
    $0 + $39,000 related
    Nontaxable benefits
    $0 + $26,953 related
    Filer's total
    $0 + $646,300 related

  • JUSTIN DAVIS

    DIRECTOR BUSINESS DEVLOP. HEH

    Total calculated
    $375,320
    From this org
    $0
    From related orgs
    $348,986
    Other
    $26,334
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $193,903 related
    Bonus
    $0 + $154,000 related
    Other
    $0 + $1,083 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $10,236 related
    Filer's total
    $0 + $375,722 related

  • MIA MENDEZ

    PRINCIPAL REV CYCLE OPS-CLINIC

    Total calculated
    $288,281
    From this org
    $0
    From related orgs
    $257,336
    Other
    $30,945
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $157,591 related
    Bonus
    $0 + $22,741 related
    Other
    $0 + $77,004 related
    Deferred
    $0 + $10,354 related
    Nontaxable benefits
    $0 + $21,008 related
    Filer's total
    $0 + $288,698 related

  • KELLY REYNOLDS

    EXEC DIR URGENT PRIMARY CARE

    Total calculated
    $333,593
    From this org
    $0
    From related orgs
    $317,733
    Other
    $15,860
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $275,226 related
    Bonus
    $0 + $41,985 related
    Other
    $0 + $522 related
    Deferred
    $0 + $15,860 related
    Nontaxable benefits
    $0 + $683 related
    Filer's total
    $0 + $334,276 related

  • JENNIFER SUSNJARA

    EXEC DIR GROUP PRACTICE OPS

    Total calculated
    $262,919
    From this org
    $0
    From related orgs
    $250,423
    Other
    $12,496
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $216,159 related
    Bonus
    $0 + $33,769 related
    Other
    $0 + $495 related
    Deferred
    $0 + $12,496 related
    Nontaxable benefits
    $0 + $26,717 related
    Filer's total
    $0 + $289,636 related

  • FARHAN BOAYES

    DIRECTOR CLAIMS

    Total calculated
    $284,739
    From this org
    $0
    From related orgs
    $246,320
    Other
    $38,419
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $211,726 related
    Bonus
    $0 + $34,099 related
    Other
    $0 + $495 related
    Deferred
    $0 + $12,292 related
    Nontaxable benefits
    $0 + $26,718 related
    Filer's total
    $0 + $285,330 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 - $118,243 ANDREW GUARNI - $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

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 · income $0 · assets $723

    Directly controlled by HC

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
14 November 2024
IRS schema version
2023v5.1
Source object
202423199349306887

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.