Totals
- Total revenue
- $2,041,821
- Total expenses
- $2,581,266
- Contributions and grants received
- $1,369,903
- Grants paid
- $1,034,000
- Program service revenue
- $0
- Investment income
- $650,107
- Other revenue
- $21,811
- Total assets, end of year
- $32,661,301
- Total liabilities, end of year
- $517,617
- Net assets or fund balances, end of year
- $32,143,684
- Program services expenses (Part IX)
- $1,244,117
- Management and general expenses
- $994,863
- Fundraising expenses
- $342,286
- Program service expenses (Part III)
- $1,244,117
Program services were 48.2% 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
$123,210
-
1f · All other contributions, gifts and grants
$1,246,693
-
3 · Investment income
total $794,135 · excluded $794,135
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $5,371,928
-
7b · Less cost or other basis and sales expenses
securities $5,515,956
-
7c · Gain or loss
securities -$144,028
-
7d · Net gain or loss
total -$144,028 · related or exempt -$144,028
-
8a · Fundraising events: gross income
$122,856
-
8a · Fundraising events: contributions included on line 1c
$123,210
-
8b · Fundraising events: direct expenses
$114,156
-
8c · Net income from fundraising events
total $8,700
-
9a · Gaming: gross income
$12,775
-
9c · Net income from gaming
total $12,775 · excluded $12,775
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other
total $336 · excluded $336
-
11e · Other revenue, total
$336
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,034,000 · program services $1,034,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $264,110 · program services $16,767 · management and general $222,192 · fundraising $25,151
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $536,163 · program services $122,768 · management and general $312,116 · fundraising $101,279
-
8 · Pension plan contributions
total $23,563 · program services $3,333 · management and general $15,786 · fundraising $4,444
-
9 · Other employee benefits
total $89,585 · program services $3,087 · management and general $86,498
-
10 · Payroll taxes
total $58,018 · program services $7,353 · management and general $48,891 · fundraising $1,774
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $17,523 · management and general $17,523
-
11c · Fees: accounting
total $50,688 · management and general $50,688
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $103,774 · management and general $103,774
-
11g · Fees: other
total $25,498 · program services $872 · management and general $12,331 · fundraising $12,295
-
12 · Advertising and promotion
total $70,299 · program services $1,591 · management and general $3,366 · fundraising $65,342
-
13 · Office expenses
total $12,112 · program services $1,298 · management and general $8,449 · fundraising $2,365
-
14 · Information technology
total $28,615 · program services $5,129 · management and general $10,918 · fundraising $12,568
-
15 · Royalties
total $0
-
16 · Occupancy
total $105,016 · program services $36,431 · management and general $33,979 · fundraising $34,606
-
17 · Travel
total $20,430 · program services $1,962 · management and general $14,272 · fundraising $4,196
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,740 · management and general $3,740
-
23 · Insurance
total $5,297 · management and general $4,947 · fundraising $350
-
24a · Other expenses: Development & Donor Relations
total $45,585 · program services $50 · management and general $8,791 · fundraising $36,744
-
24b · Other expenses: Direct Mail
total $36,072 · management and general $1,302 · fundraising $34,770
-
24c · Other expenses: Taxes & Fees
total $14,000 · management and general $14,000
-
24d · Other expenses: Printing & Reproduction
total $11,406 · program services $657 · management and general $6,014 · fundraising $4,735
-
24e · All other expenses
total $25,772 · program services $8,819 · management and general $15,286 · fundraising $1,667
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $60,717 · end of year $361,961
-
2 · Savings and temporary cash investments
beginning of year $639,585 · end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,271,393 · end of year $296,453
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $28,343 · end of year $23,425
-
10a · Land, buildings and equipment: cost or other basis
$76,286
-
10b · Land, buildings and equipment: accumulated depreciation
$41,944
-
10c · Land, buildings and equipment, net
beginning of year $38,082 · end of year $34,342
-
11 · Investments: publicly traded securities
beginning of year $24,132,940 · end of year $27,006,304
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $4,812,013 · end of year $4,938,816
-
17 · Accounts payable and accrued expenses
beginning of year $224,277 · end of year $167,217
-
19 · Deferred revenue
end of year $58,250
-
25 · Other liabilities
beginning of year $200,591 · end of year $292,150
-
27 · Net assets without donor restrictions
beginning of year $20,967,282 · end of year $21,985,471
-
28 · Net assets with donor restrictions
beginning of year $9,590,923 · end of year $10,158,213
Mission and programs · 2023
Mission
Hospice Giving Foundation believes in living fully and dying peacefully. Our community-based support promotes personal choice, preparedness, and the highest standards of compassionate, dignified end-of-life care for individuals and their loved ones.
-
Hospice Giving Foundation provides leadership and direction to help ensure quality, end-of-life care is available to all people, accross Monterey and San Benito counties. The Foundation works closely with funded agencies and partners to establish a more integrated model of care which benefits individuals with serious illness, families, caregivers and health care professionals and organizations. During the year the Foundation held 21 workshops with a total of 252 attendees, 2 community outreach events with a total of 830 attendees and funded 10 agencies serving 11,629 individuals and families.
Expenses $1,244,117 · Grants $1,084,000
As filed on the 2023 return.
Listed in Part VII
-
Siobhan Greene
President & CEO
- Total calculated
- $191,764
- From this org
- $191,764
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,764
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $191,764
-
Jennifer Balducci
Finance Dir.
- Total calculated
- $81,498
- From this org
- $81,498
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Rory Coetzee
Chair
- Total calculated
- $0
- Hours/week
- 3
-
Kimbley Craig
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
James Kendall
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Hannah Rogge
Director
- Total calculated
- $0
- Hours/week
- 2
-
Bill Tebbe
Director
- Total calculated
- $0
- Hours/week
- 2
-
Eric Andresen
Officer-at-larg
- Total calculated
- $0
- Hours/week
- 2
-
Kim DiBenedetto
Past Chair
- Total calculated
- $0
- Hours/week
- 2
-
Barbara Collins
Director
- Total calculated
- $0
- Hours/week
- 2
-
Deacon Warren Hoy
Director
- Total calculated
- $0
- Hours/week
- 2
-
Annie Berlin
Director
- Total calculated
- $0
- Hours/week
- 2
-
Louie Diaz-Infante
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jean Duff
Director
- Total calculated
- $0
- Hours/week
- 2
-
David Glickman
Director
- Total calculated
- $0
- Hours/week
- 2
-
Sarah Hills
Director
- Total calculated
- $0
- Hours/week
- 2
-
Sun Shine Hohman
Director
- Total calculated
- $0
- Hours/week
- 2
-
Maria Lopez
Director
- Total calculated
- $0
- Hours/week
- 2
-
Joe Martello
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tina Nieto
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tami Roberts
Director
- Total calculated
- $0
- Hours/week
- 2
-
Yvonne Thomas
Director
- Total calculated
- $0
- Hours/week
- 2
-
Erin White
President & CEO
- Total calculated
- $0
- 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
$210,000
Hospice, Palliative Care
-
$160,000
Pediatric Pallative Care
-
$125,000
Grief Support
-
$110,000
Caregiver Support
-
$100,000
Palliative Care
-
$90,000
Hospice
-
$90,000
Hospice, Palliative Care
-
$89,000
Pediatric Transportation
-
$40,000
Hospice, Palliative Care
-
$20,000
Education & Outreach
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423309349301327
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.