Nonprofit · EIN 33-0011887
SADDLEBACK MEMORIAL FOUNDATION
Tax-exempt · LAGUNA HILLS, CA 92653
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,268,134 | $8,019,553 | -$751,419 | $186,663,293 | $4,568,081 | $182,095,212 |
| June 30, 2024 | 990 | $28,455,781 | $12,001,731 | $16,454,050 | $178,726,049 | $4,167,617 | $174,558,432 |
| June 30, 2023 | 990 | $4,065,188 | $5,359,853 | -$1,294,665 | $175,405,493 | $4,094,625 | $171,310,868 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,096,298
- Program service revenue
- $0
- Investment income
- $4,321,493
- Net gain from sales of assets
- $3,971,049
- Net income from fundraising events
- -$155,207
- Net income from gaming
- $5,550
- Other revenue
- -$149,657
Expenses
- Grants and similar amounts paid
- $4,910,750
- Compensation of officers, directors and key employees
- $864,215
- Other salaries and wages
- $1,232,640
- Salaries, compensation and benefits (total)
- $2,600,252
- Professional fundraising fees
- $0
- Accounting fees
- $60,626
- Occupancy
- $1,432
- Travel
- $3,388
- Program services (functional)
- $4,910,750
- Management and general (functional)
- $909,415
- Fundraising (functional)
- $2,199,388
Balance sheet and other
- Total assets, start of year
- $178,726,049
- Total assets, end of year
- $186,663,293
- Total liabilities, end of year
- $4,568,081
- Net assets, end of year
- $182,095,212
- Publicly traded securities
- $169,652,294
- Net assets without donor restrictions
- $88,354,950
- Net assets with donor restrictions
- $93,740,262
- Gross receipts
- $39,534,088
- Employees
- 11
- Volunteers
- 20
- Year formed
- 1979
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARCIA MANKER | BOARD MEMBER, CEO SMMC Trustee or director | 1 | $0 | $1,543,077 | $157,040 |
| SHELA KANESHIRO MCSS CHIEF | CLINICAL TRANSFORMATION OFFICER Trustee or director | 1 | $0 | $644,446 | $159,986 |
| CHRISTY WARD | PRESIDENT Trustee or director, Officer | 60 | $0 | $553,447 | $81,320 |
| BRIAN KRAWIEC | CFO/EXECUXIVE DIRECTOR, FINANCE Officer | 51 | $0 | $226,384 | $33,256 |
| MELISSA CENTENO | EXEC. DIRECTOR, COMM & DONOR ENG Highest-paid employee | 40 | $0 | $190,047 | $30,255 |
| MICHAEL G CRVARICH | DIRECTOR LEGACY GIVING Highest-paid employee | 40 | $0 | $193,360 | $25,566 |
| COLLEEN O'CONNOR | EXEC. DIRECTOR, MAJOR GIFTS Highest-paid employee | 40 | $0 | $179,767 | $23,160 |
| RAMONA LOPEZ | EXEC. DIRECTOR, DATA MANAGEMENT Highest-paid employee | 40 | $0 | $164,268 | $17,048 |
| CHRISTINE-CLAYRE HAFNER | DIRECTOR PHILANTHROPY Highest-paid employee | 40 | $0 | $138,827 | $28,413 |
| WANG TENG MD | BOARD MEMBER Trustee or director | 1 | $0 | $34,320 | $0 |
| CANDACE HAYNES | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $8,309 | $0 |
| MATTHEW KIMMEL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GUS ALVAREZ | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NAREN GOEL | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOYCE AVERNA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDY BENSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID DOW | BOARD MEMBER Trustee or director | 1 | $0 |
| JACQUELINE DUPONT CARLSON | BOARD MEMBER Trustee or director | 1 | $0 |
| NORA EVANS MD | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM FELDMAR | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHY HAN MD | BOARD MEMBER Trustee or director | 1 | $0 |
| PATTY JUAREZ | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID LAW MD | BOARD MEMBER Trustee or director | 1 | $0 |
| RHONDA LONGMORE-GRUND | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURIE LOUIE | BOARD MEMBER Trustee or director | 1 | $0 |
| GAYLE LUCIANO | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM MCNULTY | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH NEDERLANDER | BOARD MEMBER Trustee or director | 1 | $0 |
| JESSIE VALENCIA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARCIA MANKER | BOARD MEMBER, CEO SMMC Trustee or director | 1 | $0 | $1,451,856 | $264,004 |
| CHRISTY WARD | PRESIDENT Trustee or director, Officer | 60 | $0 | $664,819 | $36,368 |
| BRIAN KRAWIEC | CFO/EXECUTIVE DIRECTOR, FINANCE Officer | 51 | $0 | $270,867 | $37,016 |
| MELISSA CENTENO | DIRECTOR, COMM & DONOR ENG Highest-paid employee | 40 | $0 | $208,267 | $28,375 |
| COLLEEN O'CONNOR | EXEC. DIRECTOR, MAJOR GIFTS Highest-paid employee | 40 | $0 | $179,508 | $22,034 |
| RAMONA LOPEZ | EXEC. DIRECTOR, DATA MANAGEMENT Highest-paid employee | 40 | $0 | $164,348 | $17,040 |
| WANG TENG MD | BOARD MEMBER Trustee or director | 1 | $0 | $34,320 | $0 |
| CANDACE HAYNES | BOARD SECRETARY (FROM 1/1/24) Trustee or director, Officer | 1 | $0 | $8,303 | $0 |
| MATTHEW KIMMEL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GUS ALVAREZ | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NAREN GOEL | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEIDI STOOPS | BOARD SECRETARY (THRU 12/31/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOYCE AVERNA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SANDY BENSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NORA EVANS MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATTY JUAREZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RHONDA LONGMORE-GRUND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LAURIE LOUIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GAYLE LUCIANO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM MCNULTY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SARAH NEDERLANDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TOM ROGERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KETAN SHAH MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSIE VALENCIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARCIA MANKER | BOARD MEMBER, CEO SMMC Trustee or director | 1 | $0 | $2,455,914 | $682,306 |
| CHRISTY WARD | PRESIDENT Trustee or director, Officer | 60 | $0 | $459,001 | $33,721 |
| BRIAN KRAWIEC | CFO/EXECUTIVE DIRECTOR OF FINANCE Officer | 51 | $0 | $225,799 | $29,950 |
| MELISSA CENTENO | DIRECTOR, COMM & DONOR ENGAGEMENT Highest-paid employee | 40 | $0 | $187,757 | $31,950 |
| RAMONA LOPEZ | DIRECTOR, PROSPECT MGT & RESEARCH Highest-paid employee | 40 | $0 | $147,016 | $19,349 |
| COLLEEN O'CONNOR | DIRECTOR, MAJOR GIFTS Highest-paid employee | 40 | $0 | $138,475 | $22,906 |
| LYNN DICKINSON THRU 012923 | DIRECTOR, PLANNED GIVING Highest-paid employee | 40 | $0 | $143,490 | $10,040 |
| GRACE TODD | MANAGER, COMMUNICATIONS Highest-paid employee | 40 | $0 | $102,315 | $14,160 |
| WANG TENG MD | BOARD MEMBER Trustee or director | 1 | $0 | $33,880 | $0 |
| CANDACE HAYNES | BOARD MEMBER Trustee or director | 1 | $0 | $8,299 | $0 |
| CATHY HAN MD | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATTHEW KIMMEL | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GUS ALVAREZ | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEIDI STOOPS | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANDY BENSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GRETCHEN CONROY MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NAREN GOEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RHONDA LONGMORE-GRUND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATTY JUAREZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DIANE LIBERTELLA THRU 9822 | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LAURIE LOUIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GAYLE LUCIANO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM MCNULTY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SARAH NEDERLANDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TOM ROGERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BEBE SHADDOCK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KETAN SHAH MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSIE VALENCIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHARON CHEEVER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERESA EVANS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 24451 HEALTH CENTER DR, LAGUNA HILLS, CA 92653-3689
- In care of
- % BRIAN KRAWIEC CFO/DIR-FINAN
- Principal officer (990 for 2024)
- CHRISTY WARD, 24451 HEALTH CENTER DRIVE, LAGUNA HILLS, CA 92653
- Signed the 990
- CHRISTY WARD, PRESIDENT
- Phone
- (949) 452-3680
- Website
- WWW.MEMORIALCARE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0011887 or by the name SADDLEBACK MEMORIAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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 - $849Expenses $2,944,005 · grants $2,944,005
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0011887
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $186,663,293
- Income (IRS master file)
- $39,534,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,268,134 | $8,019,553 | $186,663,293 | IRS |
| 990 | June 2024 | $28,455,781 | $12,001,731 | $178,726,049 | IRS |
| 990 | June 2023 | $4,065,188 | $5,359,853 | $175,405,493 | IRS |
| 990 | June 2022 | $25,315,166 | $4,765,286 | $165,837,734 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0011887).
Questions about SADDLEBACK MEMORIAL FOUNDATION
- What is the EIN of SADDLEBACK MEMORIAL FOUNDATION?
- The employer identification number (EIN) of SADDLEBACK MEMORIAL FOUNDATION is 33-0011887.
- Is SADDLEBACK MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SADDLEBACK MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SADDLEBACK MEMORIAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SADDLEBACK MEMORIAL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SADDLEBACK MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SADDLEBACK MEMORIAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names CHRISTY WARD.
- Who are the officers and directors of SADDLEBACK MEMORIAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 29 people; 0 received compensation from the organization.
- How much revenue does SADDLEBACK MEMORIAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,268,134, expenses of $8,019,553 and total assets of $186,663,293 at year end.
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