Nonprofit · EIN 33-0676831
HOAG CLINIC INC
Tax-exempt · NEWPORT BEACH, CA 92658
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $355,323,126 | $447,970,290 | -$92,647,164 | $196,724,771 | $123,727,451 | $72,997,320 |
| December 31, 2023 | 990 | $325,304,223 | $428,811,406 | -$103,507,183 | $201,863,723 | $122,923,432 | $78,940,291 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,781,275
- Program service revenue
- $340,968,941
- Investment income
- $2,203,283
- Other revenue
- $8,369,627
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,670,229
- Other salaries and wages
- $92,429,980
- Salaries, compensation and benefits (total)
- $115,810,079
- Professional fundraising fees
- $0
- Legal fees
- $400,259
- Accounting fees
- $30,283
- Occupancy
- $22,729,559
- Travel
- $162,602
- Depreciation
- $10,350,589
- Program services (functional)
- $419,141,411
- Management and general (functional)
- $28,828,879
Balance sheet and other
- Total assets, start of year
- $201,863,723
- Total assets, end of year
- $196,724,771
- Total liabilities, end of year
- $123,727,451
- Net assets, end of year
- $72,997,320
- Land, buildings and equipment
- $32,184,864
- Net assets without donor restrictions
- $72,997,320
- Gross unrelated business income
- $163,733
- Gross receipts
- $355,323,126
- Employees
- 0
- Volunteers
- 19
- Year formed
- 1995
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT BRAITHWAITE | PRESIDENT & CEO HOAG HOSPITAL Officer | 2 | $0 | $3,865,113 | $56,443 |
| ANDREW GUARNI | EVP AND CFO HOAG HOSPITAL Officer | 2 | $0 | $1,501,135 | $60,617 |
| GAYATHRI JITH | VP SR HOAG CLINIC Key employee | 50 | $0 | $922,705 | $62,130 |
| JIM BOYLE | VP HOAG CLINIC MSO Key employee | 50 | $0 | $674,505 | $61,256 |
| MICHAEL GAM | VP AND CFO HOAG CLINIC Officer | 50 | $0 | $587,147 | $54,786 |
| SHEILA PORTER | VP HOAG CLINIC GROUP PRACTICE Key employee | 50 | $0 | $530,223 | $49,388 |
| JUSTIN DAVIS | DIRECTOR BUSINESS DEVLOP. HEH Highest-paid employee | 50 | $0 | $426,558 | $31,786 |
| DENNIS P HAGHIGHAT | DIRECTOR MEDICAL UTILIZATION MGMT Highest-paid employee | 50 | $0 | $296,801 | $8,284 |
| FARHAN BOAYES | DIRECTOR CLAIMS Highest-paid employee | 50 | $0 | $247,934 | $39,490 |
| JENNIFER SUSNJARA | EXEC DIR GROUP PRACTICE OPS Highest-paid employee | 50 | $0 | $264,331 | $13,191 |
| SHARMELINE V CURAMENG | MANAGER ADV PRACTICE PROVIDER & CLINICAL SVCS Highest-paid employee | 50 | $0 | $247,988 | $5,631 |
| CINDY STOKKE | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROBERT BRUNSWICK | CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ERIC ALCOULOUMRE MD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| VICKI BOOTH | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RESHMA BLOCK | BOARD MEMBER Trustee or director | 2 | $0 |
| CHRIS CALLERO | BOARD MEMBER Trustee or director | 2 | $0 |
| DENNIS GILMORE | BOARD MEMBER Trustee or director | 2 | $0 |
| RICHARD HASKELL MD | BOARD MEMBER Trustee or director | 2 | $0 |
| PAUL HEESCHEN | BOARD MEMBER Trustee or director | 2 | $0 |
| KAREN LINDEN | BOARD MEMBER Trustee or director | 2 | $0 |
| DEBBIE MARGOLIS | BOARD MEMBER Trustee or director | 2 | $0 |
| THOMAS OTTERBEIN | BOARD MEMBER Trustee or director | 2 | $0 |
| BABAK RAD MD | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMIE SHEPHERDSON | BOARD MEMBER Trustee or director | 2 | $0 |
| PAMELA MASSEY | BOARD MEMBER Trustee or director | 2 | $0 |
| MARICELA RIOS FAUST | BOARD MEMBER Trustee or director | 2 | $0 |
| DAN YOUNG | PAST CHAIR Trustee or director | 2 | $0 |
| SHANNON EUSEY | BOARD MEMBER Trustee or director | 2 | $0 |
| STEVE PIZULA | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT BRAITHWAITE | PRESIDENT & CEO HOAG HOSPITAL Trustee or director, Officer | 2 | $0 | $2,233,775 | $51,598 |
| ANDREW GUARNI | EVP AND CFO HOAG HOSPITAL Officer | 2 | $0 | $1,122,664 | $48,127 |
| GAYATHRI JITH | VP SR HOAG CLINIC Key employee | 50 | $0 | $580,347 | $64,850 |
| KRIS IYER | VP SR & CHIEF PHYS DEV OFFICER Trustee or director | 52 | $0 | $590,833 | $41,085 |
| MICHAEL GAM | VP AND CFO HOAG CLINIC Officer | 50 | $0 | $570,770 | $52,832 |
| SHEILA PORTER | VP HOAG CLINIC GROUP PRACTICE Key employee | 50 | $0 | $404,499 | $39,727 |
| JIM BOYLE | VP HOAG CLINIC MSO Key employee | 50 | $0 | $393,713 | $45,655 |
| JUSTIN DAVIS | DIRECTOR BUSINESS DEVLOP. HEH Highest-paid employee | 50 | $0 | $348,986 | $26,334 |
| KELLY REYNOLDS | EXEC DIR URGENT PRIMARY CARE Highest-paid employee | 50 | $0 | $317,733 | $15,860 |
| MIA MENDEZ | PRINCIPAL REV CYCLE OPS-CLINIC Highest-paid employee | 50 | $0 | $257,336 | $30,945 |
| FARHAN BOAYES | DIRECTOR CLAIMS Highest-paid employee | 50 | $0 | $246,320 | $38,419 |
| JENNIFER SUSNJARA | EXEC DIR GROUP PRACTICE OPS Highest-paid employee | 50 | $0 | $250,423 | $12,496 |
| JAMIE CAILLOUETTE | BOARD MEMBER Trustee or director | 2 | $221,494 | $0 | $0 |
| RESHMA BLOCK | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| CINDY STOKKE | CHAIR (EFF. 11/23) Trustee or director, Officer | 5 | $0 | $0 | $0 |
| ROBERT BRUNSWICK | CHAIR-ELECT (EFF. 11/23) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ERIC ALCOULOUMRE MD | SECRETARY (EFF. 11/23) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAN YOUNG | PAST CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| VICKI BOOTH | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS CALLERO | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| DENNIS GILMORE | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD HASKELL MD | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| PAUL HEESCHEN | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| KAREN LINDEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PAMELA MASSEY | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| BABAK RAD MD | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| MARICELA RIOS FAUST | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| JAMIE SHEPHERDSON | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| RICK TAKETA | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
| GEORGE WOOD | BOARD MEMBER (EFF. 11/23) Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6100, NEWPORT BEACH, CA 92658-6100
- In care of
- % ANDREW GUARNI
- Principal officer (990 for 2024)
- ROBERT BRAITHWAITE, ONE HOAG DRIVE PO BOX 6100, NEWPORT BEACH, CA 926586100
- Signed the 990
- ANDREW GUARNI, EVP & SECRETARY
- Phone
- (949) 764-4448
- Return prepared by
- KPMG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0676831 or by the name HOAG CLINIC INC.
- 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
HOAG CLINIC'S MISSION IS TO PROMOTE THE CONTINUED AVAILABILITY OF HEALTH CARE SERVICES TO ALL PERSONS AND PROVIDE COMMUNITY EDUCATION TO HEALTH CARE PROFESSIONALS AND CONDUCT CLINICAL RESEARCH.
Program accomplishments
- SEE SCHEDULE OHOAG CLINIC'S PRIMARY PURPOSE IS TO ESTABLISH, OPERATE AND MAINTAIN CHARITABLE AND EDUCATIONAL PURPOSES (I) MULTISPECIALTY MEDICAL CLINICS AND OTHER CLINICS PURSUANT TO THE PROVISIONS OF SECTION 1206(G) OF THE CALIFORNIA HEALTH AND SAFETY CODE AND OTHER OUTPATIENT OR AMBULATORYHEALTH CARE FACILITIES, ENTITIES AND PROGRAMS FOR THE PROVISION OF HEALTH CARE SERVICES AND (II) EDUCATIONAL FACILITIES THAT, AMONG OTHER THINGS, CONDUCT HEALTH EDUCATION ACTIVITIES AND ENGAGE IN PROGRAMS AND ACTIVITIES DESIGNED TO MEET THE HEALTH, EDUCATION AND SOCIAL NEEDS OF THE GENERAL PUBLIC.IN 2024, HOAG CLINIC PROVIDED PRIMARY CARE SERVICES (INTERNAL MEDICINE, FAMILY PRACTICE AND PEDIATRICS), CONCIERGE MEDICINE, OBSTETRICS AND GYNECOLOGY, ALLERGY, RHEUMATOLOGY, ENDOCRINOLOGY, ONCOLOGY, CARDIOLOGY AND OTHER SERVICES.Expenses $419,141,411 · revenue $349,174,835
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0676831
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30)
- Assets (IRS master file)
- $196,724,771
- Income (IRS master file)
- $355,323,126
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $355,323,126 | $447,970,290 | $196,724,771 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $325,304,223 | $428,811,406 | $201,863,723 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $258,148,653 | $348,706,744 | $211,845,301 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 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 33-0676831).
Questions about HOAG CLINIC INC
- What is the EIN of HOAG CLINIC INC?
- The employer identification number (EIN) of HOAG CLINIC INC is 33-0676831.
- Is HOAG CLINIC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to HOAG CLINIC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOAG CLINIC INC 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 HOAG CLINIC INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOAG CLINIC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HOAG CLINIC INC?
- The 990 for the year ended December 31, 2024 names ROBERT BRAITHWAITE.
- Who are the officers and directors of HOAG CLINIC INC?
- The 990 for the year ended December 31, 2024 lists 30 people; 0 received compensation from the organization.
- How much revenue does HOAG CLINIC INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $355,323,126, expenses of $447,970,290 and total assets of $196,724,771 at year end.
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