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Nonprofiteer
← HOAG HOSPITAL FOUNDATION

Form 990 for tax year 2022

Filed by HOAG HOSPITAL FOUNDATION.

Totals

Total revenue
$43,002,719
Total expenses
$57,501,484
Contributions and grants received
$35,336,304
Grants paid
$40,457,641
Program service revenue
$0
Investment income
$7,878,155
Other revenue
-$211,740
Total assets, end of year
$543,042,123
Total liabilities, end of year
$20,754,756
Net assets or fund balances, end of year
$522,287,367
Program services expenses (Part IX)
$40,457,641
Management and general expenses
$4,363,905
Fundraising expenses
$12,679,938
Program service expenses (Part III)
$40,457,641

Program services were 70.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT BRAITHWAITE

    CEO, HOAG HOSPITAL

    Total calculated
    $3,547,892
    From this org
    $0
    From related orgs
    $3,232,319
    Other
    $315,573
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,219,237 related
    Bonus
    $0 + $2,005,600 related
    Other
    $0 + $7,482 related
    Deferred
    $0 + $292,025 related
    Nontaxable benefits
    $0 + $24,823 related
    Filer's total
    $0 + $3,549,167 related

  • FLYNN ANDRIZZI

    PRESIDENT FOUNDATION

    Total calculated
    $795,536
    From this org
    $0
    From related orgs
    $750,940
    Other
    $44,596
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,376 related
    Bonus
    $0 + $222,242 related
    Other
    $0 + $34,322 related
    Deferred
    $0 + $38,255 related
    Nontaxable benefits
    $0 + $7,361 related
    Filer's total
    $0 + $796,556 related

  • RICHARD TAKETA

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • DEBORAH MARGOLIS

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • KYLE WESTCOAT

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    4

  • CAROLYN MCKITTERICK

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • ANTHONY ALLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • VICTOR ASSAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PHILIP BELLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA BERCHTOLD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • IRVING CHASE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DIANE CONNELLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BENJAMIN DU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GARY FUDGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARK HARDTKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JEREMY JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PAUL LIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DEVON MARTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN MUZZY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • AIDAN RANEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ROBERT ROTH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KATHERINE SHEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SANDRA SIMON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DANIEL YOUNG

    HOSPITAL BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • GEOFFREY M MCCLOSKEY

    VP SR FINANCE & DEVELOP OPS

    Total calculated
    $415,846
    From this org
    $0
    From related orgs
    $394,675
    Other
    $21,171
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $317,310 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $2,365 related
    Deferred
    $0 + $8,740 related
    Nontaxable benefits
    $0 + $13,030 related
    Filer's total
    $0 + $416,445 related

  • SAMANTHA LANG

    VP DEVELOPMENT

    Total calculated
    $276,562
    From this org
    $0
    From related orgs
    $264,364
    Other
    $12,198
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $215,991 related
    Bonus
    $0
    Other
    $0 + $48,373 related
    Deferred
    $0 + $6,184 related
    Nontaxable benefits
    $0 + $6,559 related
    Filer's total
    $0 + $277,107 related

  • DANNA GRANT

    VP SR ADVANCEMENT

    Total calculated
    $396,737
    From this org
    $0
    From related orgs
    $354,137
    Other
    $42,600
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $287,428 related
    Bonus
    $0 + $66,046 related
    Other
    $0 + $663 related
    Deferred
    $0 + $19,052 related
    Nontaxable benefits
    $0 + $24,219 related
    Filer's total
    $0 + $397,408 related

  • ADAM DE LA PENA-GAFKE

    VP DEVELOP OPS & CAMPAIGNS

    Total calculated
    $333,235
    From this org
    $0
    From related orgs
    $297,461
    Other
    $35,774
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $229,954 related
    Bonus
    $0 + $66,817 related
    Other
    $0 + $690 related
    Deferred
    $0 + $35,339 related
    Nontaxable benefits
    $0 + $1,043 related
    Filer's total
    $0 + $333,843 related

  • LYDDY LEWIS

    VP DEVELOPMENT

    Total calculated
    $341,013
    From this org
    $0
    From related orgs
    $315,113
    Other
    $25,900
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $245,974 related
    Bonus
    $0 + $68,803 related
    Other
    $0 + $336 related
    Deferred
    $0 + $10,073 related
    Nontaxable benefits
    $0 + $16,333 related
    Filer's total
    $0 + $341,519 related

  • GWEN RITTER

    VP DEVELOPMENT

    Total calculated
    $342,035
    From this org
    $0
    From related orgs
    $300,078
    Other
    $41,957
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $230,655 related
    Bonus
    $0 + $66,817 related
    Other
    $0 + $2,606 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $21,989 related
    Filer's total
    $0 + $342,567 related

  • CARA UISPRAPASSORN

    EXEC DIR DONOR EXPERIENCE

    Total calculated
    $254,141
    From this org
    $0
    From related orgs
    $214,372
    Other
    $39,769
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $183,475 related
    Bonus
    $0 + $30,550 related
    Other
    $0 + $347 related
    Deferred
    $0 + $11,659 related
    Nontaxable benefits
    $0 + $28,586 related
    Filer's total
    $0 + $254,617 related

  • DEBRA MCCUNE

    EXEC DIR STEWARD & STRAT ENG

    Total calculated
    $271,462
    From this org
    $0
    From related orgs
    $243,742
    Other
    $27,720
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $204,552 related
    Bonus
    $0 + $34,024 related
    Other
    $0 + $5,166 related
    Deferred
    $0 + $13,122 related
    Nontaxable benefits
    $0 + $15,144 related
    Filer's total
    $0 + $272,008 related

  • JULIE HEGGENESS

    EXEC DIR PLAN. GIVING & LEGAL

    Total calculated
    $280,019
    From this org
    $0
    From related orgs
    $254,480
    Other
    $25,539
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $215,942 related
    Bonus
    $0 + $35,064 related
    Other
    $0 + $3,474 related
    Deferred
    $0 + $17,570 related
    Nontaxable benefits
    $0 + $8,522 related
    Filer's total
    $0 + $280,572 related

  • SUSANA ERTAC

    EXEC DIR BENEFACTOR PROGRAM

    Total calculated
    $235,766
    From this org
    $0
    From related orgs
    $218,194
    Other
    $17,572
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $187,144 related
    Bonus
    $0 + $30,263 related
    Other
    $0 + $787 related
    Deferred
    $0 + $14,131 related
    Nontaxable benefits
    $0 + $3,911 related
    Filer's total
    $0 + $236,236 related

  • ANGELA MORANO

    DIRECTOR MAJOR GIFTS

    Total calculated
    $252,699
    From this org
    $0
    From related orgs
    $227,823
    Other
    $24,876
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $198,693 related
    Bonus
    $0 + $28,584 related
    Other
    $0 + $546 related
    Deferred
    $0 + $12,360 related
    Nontaxable benefits
    $0 + $13,013 related
    Filer's total
    $0 + $253,196 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 1A
WRITTEN POLICY REGARDING PAYMENT OF EXPENSES WHILE THE FORM W-2S ARE ISSUED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), THE TAX-EXEMPT PARENT OF HOAG HOSPITAL FOUNDATION, THE FOUNDATION REIMBURSES HMHP AND PROVIDES THE BENEFIT.
PART I, LINE 3
METHODS USED TO DETERMINE EXECUTIVE DIRECTOR/PRESIDENT COMPENSATION 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 HMHP TO REVIEW AND DETERMINE COMPENSATION.
PART I, LINE 4B
PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE ORGANIZATION'S TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. THE FOLLOWING INDIVIDUALS RECEIVED A CONTRIBUTION DURING THE CURRENT YEAR: ROBERT BRAITHWAITE - $210,960 FLYNN ANDRIZZI - $22,845

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
12 November 2023
IRS schema version
2022v5.0
Source object
202313199349328246

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