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Nonprofiteer
← SADDLEBACK MEMORIAL FOUNDATION

Form 990 for tax year 2024

Filed by SADDLEBACK MEMORIAL FOUNDATION.

Totals

Total revenue
$7,268,134
Total expenses
$8,019,553
Contributions and grants received
$3,096,298
Grants paid
$4,910,750
Program service revenue
$0
Investment income
$4,321,493
Other revenue
-$149,657
Total assets, end of year
$186,663,293
Total liabilities, end of year
$4,568,081
Net assets or fund balances, end of year
$182,095,212
Program services expenses (Part IX)
$4,910,750
Management and general expenses
$909,415
Fundraising expenses
$2,199,388
Program service expenses (Part III)
$4,910,750

Program services were 61.2% 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

    $651,075

  • 1f · All other contributions, gifts and grants

    $2,445,223

  • 3 · Investment income

    total $350,444 · excluded $350,444

  • 7a · Gross sales of assets other than inventory

    securities $35,878,171

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

    securities $31,907,122

  • 7c · Gain or loss

    securities $3,971,049

  • 7d · Net gain or loss

    total $3,971,049 · excluded $3,971,049

  • 8a · Fundraising events: gross income

    $203,625

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

    $651,075

  • 8b · Fundraising events: direct expenses

    $358,832

  • 8c · Net income from fundraising events

    total -$155,207 · excluded -$155,207

  • 9a · Gaming: gross income

    $5,550

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $5,550 · excluded $5,550

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,910,750 · program services $4,910,750

  • 5 · Compensation of officers, directors and key employees

    total $864,215 · management and general $334,611 · fundraising $529,604

  • 7 · Other salaries and wages

    total $1,232,640 · management and general $188,472 · fundraising $1,044,168

  • 8 · Pension plan contributions

    total $60,193 · management and general $13,229 · fundraising $46,964

  • 9 · Other employee benefits

    total $315,896 · management and general $16,107 · fundraising $299,789

  • 10 · Payroll taxes

    total $127,308 · management and general $19,037 · fundraising $108,271

  • 11c · Fees: accounting

    total $60,626 · management and general $60,506 · fundraising $120

  • 11f · Fees: investment management

    total $171,315 · management and general $171,315

  • 11g · Fees: other

    total $26,766 · fundraising $26,766

  • 13 · Office expenses

    total $58,503 · management and general $21,610 · fundraising $36,893

  • 14 · Information technology

    total $60,201 · management and general $20,315 · fundraising $39,886

  • 16 · Occupancy

    total $1,432 · management and general $1,432

  • 17 · Travel

    total $3,388 · fundraising $3,388

  • 19 · Conferences, conventions and meetings

    total $66,632 · management and general $50,747 · fundraising $15,885

  • 23 · Insurance

    total $7,363 · management and general $7,363

  • 24a · Other expenses: DONOR RECOGNITION EVENT

    total $21,730 · fundraising $21,730

  • 24b · Other expenses: BUSINESS CULTIVATION

    total $20,193 · fundraising $20,193

  • 24c · Other expenses: MISCELLANEOUS

    total $10,402 · management and general $4,671 · fundraising $5,731

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,331,907 · end of year $11,394,720

  • 2 · Savings and temporary cash investments

    beginning of year $95,090 · end of year $71,998

  • 3 · Pledges and grants receivable

    beginning of year $2,881,373 · end of year $2,590,543

  • 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 $158,814,601 · end of year $169,652,294

  • 15 · Other assets

    beginning of year $3,603,078 · end of year $2,953,738

  • 25 · Other liabilities

    beginning of year $4,167,617 · end of year $4,568,081

  • 27 · Net assets without donor restrictions

    beginning of year $80,903,333 · end of year $88,354,950

  • 28 · Net assets with donor restrictions

    beginning of year $93,655,099 · end of year $93,740,262

Mission and programs · 2024

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 GRANT FOR SADDLEBACK MEMORIAL MEDICAL CENTER'S HOSPICE & PALLIATIVE CARE SERVICES (SEE SCHEDULE I).

    Expenses $829,560 · Grants $829,560

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

    Expenses $749,593 · Grants $749,593

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

    Expenses $387,592 · Grants $387,592

  • OTHER PROGRAM SERVICES CONSIST OF GRANTS TO SADDLEBACK MEMORIAL MEDICAL CENTER FOR THE FOLLOWING AMOUNTS AND RELATED PROGRAMS:ANESTHESIA COVERAGE (EMERGENCY DEPT) - $340,000NURSE NAVIGATOR (CANCER SERVICES) - $247,812NURSE NAVIGATOR (CANCER SERVICES-BREAST CENTER) - $221,386NON-RN NAVIGATORS (BREAST CENTER) - $185,715NURSE NAVIGATOR (CANCER SERVICES-LUNG CANCER) - $178,906NURSE NAVIGATOR (SPINE-JOINT-REHAB SERVICES) - $165,250SURGICAL SERVICES (GENERAL SURGERY) - $159,765NEURO-SURGERY COVERAGE (EMERGENCY DEPT) - $158,600GASTROENTEROLOGY SERVICES (EMERGENCY DEPT) - $126,612NURSE NAVIGATOR (INTERVENTIONAL RADIOLOGY) - $123,746SOCIAL WORKER, MSW (ONCOLOGY SERVICES) - $120,184LICENSED SOCIAL WORKER FOR LAGUNA WOODS 55+ SENIOR PROGRAM - $117,000NEURO-INTERVENTIONAL COVERAGE/STROKE PATIENTS (EMERGENCY DEPT) - $104,177GYNECOLOGY COVERAGE AND SERVICES (EMERGENCY DEPT) - $101,250NURSE PRACTITIONERS (CARDIAC SERVICES) - $74,417NURSE EDUCATOR (EMERGENCY DEPT) - $66,333NURSE NAVIGATOR (BEHAVIORAL HEALTH-EMERGENCY DEPT) - $61,967NURSING SCHOLARSHIP AWARDS - $60,744SENIOR ADVOCATE 55+ PROGRAM/PATIENT CONCIERGE - $50,000NURSE NAVIGATOR (WOMEN'S HEALTH SERVICES) - $47,320NURSE EDUCATOR (HOSPITAL ELDER LIFE PROGRAM, H.E.L.P.) - $46,126POSTPARTUM SUPPORT GROUP CLASSES (FOR NEW MOMS/BABIES) - $40,333NURSING EDUCATION AND CERTIFICATION - $31,469COMMUNITY OUTREACH EVENTS-LAGUNA WOODS - $19,215ONCOLOGY NUTRITION PROGRAM - $19,027WOMEN'S SERVICES-OB PHYSICIAN OUTREACH EVENT - $15,060OUTPATIENT PHARMACY SUPPORT - $13,594PRIVACY SCREENS (EMERGENCY DEPT) - $11,291ONCOLOGY PHYSICIAN OUTREACH EVENT - $10,944ONCOLOGY NUTRITION VIDEO MODULES - $8,591PHLEBOTOMY TRAINING/EDUCATION (EMERGENCY DEPT) - $3,235WOMEN SERVICES "BUMP & BEYOND" EVENT - $2,890HOSPITAL ELDER LIFE PROGRAM (H.E.L.P.) SUPPORT - $2,455ONCO-BALLET CLASSES (WOMEN'S HEALTH PAVILION) - $2,100LAGUNA WOODS HEALTH-WELLNESS EXPO - $2,088SPINAL HOPE SUPPORT GROUP - $1,500RADIATION/ONCOLOGY AAMD CONFERENCE - $1,100EMS APPRECIATION EVENT - $954CARDIAC SERVICES-HEART DISEASE AWARENESS EVENT - $849

    Expenses $2,944,005 · Grants $2,944,005

As filed on the 2024 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
    $1,700,117
    From this org
    $0
    From related orgs
    $1,543,077
    Other
    $157,040
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $821,616 related
    Bonus
    $0 + $545,936 related
    Other
    $0 + $175,525 related
    Deferred
    $0 + $136,485 related
    Nontaxable benefits
    $0 + $20,555 related
    Filer's total
    $0 + $1,700,117 related

  • Shela Kaneshiro McSs Chief

    CLINICAL TRANSFORMATION OFFICER

    Total calculated
    $804,432
    From this org
    $0
    From related orgs
    $644,446
    Other
    $159,986
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $436,796 related
    Bonus
    $0 + $193,240 related
    Other
    $0 + $14,410 related
    Deferred
    $0 + $148,628 related
    Nontaxable benefits
    $0 + $11,358 related
    Filer's total
    $0 + $804,432 related

  • Christy Ward

    PRESIDENT

    Total calculated
    $634,767
    From this org
    $0
    From related orgs
    $553,447
    Other
    $81,320
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $450,916 related
    Bonus
    $0 + $88,013 related
    Other
    $0 + $14,518 related
    Deferred
    $0 + $59,950 related
    Nontaxable benefits
    $0 + $21,370 related
    Filer's total
    $0 + $634,767 related

  • Brian Krawiec

    CFO/EXECUXIVE DIRECTOR, FINANCE

    Total calculated
    $259,640
    From this org
    $0
    From related orgs
    $226,384
    Other
    $33,256
    Hours/week
    51 + 9 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,547 related
    Bonus
    $0 + $18,006 related
    Other
    $0 + $831 related
    Deferred
    $0 + $22,860 related
    Nontaxable benefits
    $0 + $10,396 related
    Filer's total
    $0 + $259,640 related

  • Michael G Crvarich

    DIRECTOR LEGACY GIVING

    Total calculated
    $218,926
    From this org
    $0
    From related orgs
    $193,360
    Other
    $25,566
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $166,975 related
    Bonus
    $0 + $25,756 related
    Other
    $0 + $629 related
    Deferred
    $0 + $9,883 related
    Nontaxable benefits
    $0 + $15,683 related
    Filer's total
    $0 + $218,926 related

  • Melissa Centeno

    EXEC. DIRECTOR, COMM & DONOR ENG

    Total calculated
    $220,302
    From this org
    $0
    From related orgs
    $190,047
    Other
    $30,255
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $177,521 related
    Bonus
    $0 + $11,826 related
    Other
    $0 + $700 related
    Deferred
    $0 + $15,766 related
    Nontaxable benefits
    $0 + $14,489 related
    Filer's total
    $0 + $220,302 related

  • Colleen O'Connor

    EXEC. DIRECTOR, MAJOR GIFTS

    Total calculated
    $202,927
    From this org
    $0
    From related orgs
    $179,767
    Other
    $23,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $165,718 related
    Bonus
    $0 + $13,714 related
    Other
    $0 + $335 related
    Deferred
    $0 + $12,902 related
    Nontaxable benefits
    $0 + $10,258 related
    Filer's total
    $0 + $202,927 related

  • Ramona Lopez

    EXEC. DIRECTOR, DATA MANAGEMENT

    Total calculated
    $181,316
    From this org
    $0
    From related orgs
    $164,268
    Other
    $17,048
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $153,655 related
    Bonus
    $0 + $9,755 related
    Other
    $0 + $858 related
    Deferred
    $0 + $8,372 related
    Nontaxable benefits
    $0 + $8,676 related
    Filer's total
    $0 + $181,316 related

  • Christine-Clayre Hafner

    DIRECTOR PHILANTHROPY

    Total calculated
    $167,240
    From this org
    $0
    From related orgs
    $138,827
    Other
    $28,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $128,736 related
    Bonus
    $0 + $9,991 related
    Other
    $0 + $100 related
    Deferred
    $0 + $8,089 related
    Nontaxable benefits
    $0 + $20,324 related
    Filer's total
    $0 + $167,240 related

  • Wang Teng MD

    BOARD MEMBER

    Total calculated
    $34,320
    From this org
    $0
    From related orgs
    $34,320
    Other
    $0
    Hours/week
    1

  • Candace Haynes

    BOARD SECRETARY

    Total calculated
    $8,309
    From this org
    $0
    From related orgs
    $8,309
    Other
    $0
    Hours/week
    1

  • Matthew Kimmel

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Gus Alvarez

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Naren Goel

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Joyce Averna

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sandy Benson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Dow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jacqueline Dupont Carlson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nora Evans MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Feldmar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cathy Han MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patty Juarez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Law MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rhonda Longmore-Grund

    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

  • Jessie Valencia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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. 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 2024 CALENDAR YEAR, THE FOLLOWING INDIVIDUAL RECEIVED THE FOLLOWING VESTED CONTRIBUTIONS AND PAYMENTS, WHICH WERE INCLUDED ON THEIR 2024 W-2 AND WHICH ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN B(III). MARCIA MANKER: $167,393 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

  • SUMMATION HEALTH VENTURES

    INVESTMENTS · CA

  • 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

Related corporations and trusts

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

  • CHARITABLE REMAINDER UNITRUST (7)

    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
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202611329349307711

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