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Nonprofiteer
← CHOC FOUNDATION

Form 990 for tax year 2024

Filed by CHOC FOUNDATION.

Totals

Total revenue
$61,610,846
Total expenses
$51,976,499
Contributions and grants received
$50,948,478
Grants paid
$37,108,870
Program services expenses (Part IX)
$42,683,896
Management and general expenses
$2,201,285
Fundraising expenses
$7,091,318
Program service expenses (Part III)
$42,683,896

Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KIMBERLY CRIPE

    PRESIDENT & CEO

    Total calculated
    $2,444,654
    From this org
    $0
    From related orgs
    $2,413,249
    Other
    $31,405
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,330,701 related
    Bonus
    $0 + $790,183 related
    Other
    $0 + $292,365 related
    Deferred
    $0 + $16,534 related
    Nontaxable benefits
    $0 + $14,871 related
    Filer's total
    $0 + $2,444,654 related
  • CHRIS AINSWORTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • STEPHANIE ANGELOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • STEPHANIE ARGYROS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • BRANDON BALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • CHRISTINE BIXBY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • BRIGG BUNKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ANNIKA CHASE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • BILL CHENEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GEORGE CHENG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • LANAN CLARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JIM CONROY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MICHELE CORTES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • NILOOFAR FAKHIMI

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • MONICA FURMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • CHRISTOPHER HARRISON

    CHAIR

    Total calculated
    $0
    Hours/week
    3.5
  • ERIC HART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • STEVE HOLLEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • JENNIE LYNN JOHANSON-MAYA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JASON KNIGHT MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ADRIENNE MATROS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DELPHINE LEE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • RYAN MOORE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • AMY MORHAIME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MIKE MYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • TUSDI VOPAT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • GRAHAM SIDERIUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JANE YADA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • PATRICK FRIAS MD

    PRESIDENT & CEO

    Total calculated
    $2,563,540
    From this org
    $0
    From related orgs
    $2,518,676
    Other
    $44,864
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,409,191 related
    Bonus
    $0 + $657,743 related
    Other
    $0 + $451,742 related
    Deferred
    $0 + $10,350 related
    Nontaxable benefits
    $0 + $34,514 related
    Filer's total
    $0 + $2,563,540 related
  • KERRI RUPPERT SCHILLER

    EVP & CFO (THRU 04/2025)

    Total calculated
    $1,182,643
    From this org
    $0
    From related orgs
    $1,142,441
    Other
    $40,202
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,917 related
    Bonus
    $0 + $225,449 related
    Other
    $0 + $165,075 related
    Deferred
    $0 + $20,570 related
    Nontaxable benefits
    $0 + $19,632 related
    Filer's total
    $0 + $1,182,643 related
  • JAMES ULI JR

    EVP & CFO

    Total calculated
    $1,153,655
    From this org
    $0
    From related orgs
    $1,131,345
    Other
    $22,310
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $794,247 related
    Bonus
    $0 + $215,496 related
    Other
    $0 + $121,602 related
    Deferred
    $0 + $10,350 related
    Nontaxable benefits
    $0 + $11,960 related
    Filer's total
    $0 + $1,153,655 related
  • KIMBERLEY MILSTIEN

    EVP & COO, REGIONAL PRESIDENT

    Total calculated
    $1,180,903
    From this org
    $0
    From related orgs
    $1,045,450
    Other
    $135,453
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $767,424 related
    Bonus
    $0 + $276,442 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $125,688 related
    Nontaxable benefits
    $0 + $9,765 related
    Filer's total
    $0 + $1,180,903 related
  • JAY GABRIEL

    CHIEF LEGAL OFFICER & SECRETARY

    Total calculated
    $947,668
    From this org
    $0
    From related orgs
    $898,091
    Other
    $49,577
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $598,826 related
    Bonus
    $0 + $180,316 related
    Other
    $0 + $118,949 related
    Deferred
    $0 + $19,364 related
    Nontaxable benefits
    $0 + $30,213 related
    Filer's total
    $0 + $947,668 related
  • JILL STRICKLAND

    CHIEF ADMINISTRATIVE OFFICER (CAO)

    Total calculated
    $931,937
    From this org
    $0
    From related orgs
    $898,556
    Other
    $33,381
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $631,640 related
    Bonus
    $0 + $171,090 related
    Other
    $0 + $95,826 related
    Deferred
    $0 + $10,350 related
    Nontaxable benefits
    $0 + $23,031 related
    Filer's total
    $0 + $931,937 related
  • JESSICA MILEY

    SR. VP, CHIEF DEVELOPMENT OFFICER (START 05/2023)

    Total calculated
    $1,029,043
    From this org
    $916,680
    From related orgs
    $0
    Other
    $112,363
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $640,556
    Bonus
    $202,570
    Other
    $73,554
    Deferred
    $82,150
    Nontaxable benefits
    $30,213
    Filer's total
    $1,029,043
  • WAYNE COMBS

    ASSOCIATE VP, OPERATIONS & ADMINISTRATIVE SERVICES

    Total calculated
    $347,064
    From this org
    $319,223
    From related orgs
    $0
    Other
    $27,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,746
    Bonus
    $52,477
    Other
    $0
    Deferred
    $8,200
    Nontaxable benefits
    $19,641
    Filer's total
    $347,064
  • KARLA MICALIZZI

    ASSOCIATE VP, ADVANCEMENT

    Total calculated
    $267,562
    From this org
    $259,296
    From related orgs
    $0
    Other
    $8,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,851
    Bonus
    $21,445
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,266
    Filer's total
    $267,562
  • PATRICE POIDMORE

    ASSOCIATE VP, CORPORATE & COMMUNITY ENGAGEMENT

    Total calculated
    $351,024
    From this org
    $324,860
    From related orgs
    $0
    Other
    $26,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,730
    Bonus
    $55,130
    Other
    $0
    Deferred
    $16,399
    Nontaxable benefits
    $9,765
    Filer's total
    $351,024
  • ZACHARIAH ABRAMS

    ASSISTANT VP, COMMUNITY ENGAGEMENT

    Total calculated
    $285,346
    From this org
    $271,418
    From related orgs
    $0
    Other
    $13,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,661
    Bonus
    $43,757
    Other
    $0
    Deferred
    $13,666
    Nontaxable benefits
    $262
    Filer's total
    $285,346
  • ANNAMARIA AHERN

    ASSISTANT VP, ANNUAL GIVING

    Total calculated
    $259,320
    From this org
    $239,239
    From related orgs
    $0
    Other
    $20,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,639
    Bonus
    $36,636
    Other
    $7,964
    Deferred
    $6,072
    Nontaxable benefits
    $14,009
    Filer's total
    $259,320

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

  • 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
CHOC FOUNDATION RELIES ON THE PARENT COMPANY, RADY CHILDREN'S HEALTH (RCH), A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL. RCH'S PROCESS INCLUDES: A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS / STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PLEASE REFER TO THE SCHEDULE O DISCLOSURE FOR PART VI, LINE 15 FOR ADDITIONAL DETAIL.
PART I, LINE 4B
THE COMPANY ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN EFFECTIVE JANUARY 1, 2010 IN WHICH CERTAIN INDIVIDUALS LISTED ON THE FORM 990, PART VII AND SCHEDULE J ARE PARTICIPANTS. UNDER THE ESTABLISHED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE PLAN) OR SERP, FOR EACH PLAN YEAR THAT BEGINS PRIOR TO THE PARTICIPANT'S CASH DATE, CHOC SHALL CREATE A NEW SERP ACCOUNT ON ITS BOOKS FOR THE PARTICIPANT AND SHALL CREDIT TO SUCH ACCOUNT AT TIMES SPECIFIED. THE PARTICIPANTS OF THE PLAN ARE GENERAL CREDITORS OF THE COMPANY. THE PARTICIPANT'S SERP ACCOUNT SHALL BE UTILIZED SOLELY AS A DEVICE FOR THE MEASUREMENT AND DETERMINATION OF THE AMOUNTS TO BE PAID TO THE PARTICIPANT UNDER THIS PLAN. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN DURING THE YEAR: DR. FRIAS ($398,132), MS. CRIPE ($264,989), MS. SCHILLER ($113,407), MR. ULI JR. ($106,603), MS. STRICKLAND ($80,826), AND MR. GABRIEL ($72,752). THE COMPANY PROVIDES AN INCENTIVE PLAN TO ALL ELIGIBLE MEMBERS OF MANAGEMENT, INCLUDING CERTAIN INDIVIDUALS LISTED IN PART II OF SCHEDULE J. INCENTIVES ARE EARNED BASED ON ACHIEVEMENT OF ORGANIZATION AND INDIVIDUAL GOALS TYPICALLY RELATED TO QUALITY, PATIENT SAFETY, OPERATING, AND FINANCIAL PERFORMANCE AS WELL AS OTHER SIGNIFICANT CLINICAL, QUALITY, AND STRATEGIC ACHIEVEMENTS. THE COMPANY MAINTAINS A CORPORATE MEMBERSHIP IN A SOCIAL CLUB THAT IS UTILIZED FOR BUSINESS PURPOSES BY ITS EXECUTIVES, INCLUDING CERTAIN INDIVIDUALS LISTED IN PART II OF SCHEDULE J. USE OF THE CLUB AND PAYMENTS TO THE CLUB FOR BUSINESS-RELATED EXPENSES ARE SUBJECT TO THE COMPANY'S WRITTEN POLICIES AND PROCEDURES THAT INCLUDE A REQUIREMENT TO DOCUMENT THE PURPOSE AND ATTENDEES OF THE BUSINESS MEETING PRIOR TO PAYMENT.
COMPENSATION FROM AN AFFILIATED ORGANIZATION
KIMBERLY CRIPE IS COMPENSATED THROUGH THE PARENT COMPANY, HOWEVER, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHOC FOUNDATION, CRC REAL ESTATE CORPORATION AND CHILDREN'S HOSPITAL AT MISSION (ALL IRC SECTION 501(C)(3) AFFILIATES). MS. CRIPE DEVOTES APPROXIMATELY 15% OF HER TIME EACH WEEK TO CHOC FOUNDATION RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON THE OTHER RELATED ORGANIZATIONS' BUSINESS AFFAIRS. KERRI RUPPERT SCHILLER IS COMPENSATED THROUGH THE PARENT COMPANY, HOWEVER, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHOC FOUNDATION, CRC REAL ESTATE CORPORATION AND CHILDREN'S HOSPITAL AT MISSION (ALL IRC SECTION 501(C)(3) AFFILIATES). MS. SCHILLER DEVOTES APPROXIMATELY 8% OF HER TIME EACH WEEK TO CHOC FOUNDATION RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON THE OTHER RELATED ORGANIZATIONS' BUSINESS AFFAIRS.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.5
Source object
202611339349305631

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

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