Nonprofit · EIN 94-1044474
LODI MEMORIAL HOSPITAL ASSOCIATION INC
Tax-exempt · ROSEVILLE, CA 95661
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $322,179,207 | $312,191,012 | $9,988,195 | $211,778,585 | $183,716,094 | $28,062,491 |
| December 31, 2023 | 990 | $296,127,089 | $299,101,595 | -$2,974,506 | $216,571,314 | $195,492,205 | $21,079,109 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $19,411,330
- of which government grants
- $17,116,012
- Program service revenue
- $302,625,337
- Investment income
- $164,105
- Net rental income
- -$21,565
- Other revenue
- -$21,565
Expenses
- Grants and similar amounts paid
- $222,990
- Other salaries and wages
- $101,293,922
- Salaries, compensation and benefits (total)
- $127,932,248
- Professional fundraising fees
- $0
- Legal fees
- $661,498
- Accounting fees
- $12,368
- Occupancy
- $8,109,023
- Travel
- $85,971
- Depreciation
- $10,282,905
- Program services (functional)
- $260,354,935
- Management and general (functional)
- $51,401,562
- Fundraising (functional)
- $434,515
Balance sheet and other
- Total assets, start of year
- $216,571,314
- Total assets, end of year
- $211,778,585
- Total liabilities, end of year
- $183,716,094
- Net assets, end of year
- $28,062,491
- Land, buildings and equipment
- $101,470,540
- Net assets without donor restrictions
- $24,053,146
- Net assets with donor restrictions
- $4,009,345
- Gross unrelated business income
- -$28,499
- Gross receipts
- $322,216,877
- Employees
- 1,578
- Volunteers
- 45
- Year formed
- 1945
- 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 |
|---|---|---|---|---|---|
| Heinrich Kerry | Dir/Chair/CEO Trustee or director, Officer | 0 | $0 | $3,974,195 | $57,975 |
| Hofheins Todd | Dir/Vice Chair/COO Trustee or director, Officer | 0 | $0 | $2,407,675 | $65,992 |
| Beaman John | CFO/Assistant Secretary Officer | 0 | $0 | $1,980,861 | $79,808 |
| Stevens Eric | Pres, Northern California Network Key employee | 5 | $0 | $1,886,146 | $57,975 |
| Nahapetian Arby - Former | Care Div Medical Officer thru 02/22 Former | 0 | $0 | $1,759,258 | $79,808 |
| Jobe Meredith | Secretary Officer | 0 | $0 | $1,221,104 | $57,975 |
| McCollough Brooke | President Officer | 50 | $0 | $699,482 | $83,138 |
| Wolcott Daniel | Former President thru 12/20 Former | 0 | $0 | $704,271 | $65,778 |
| Jahn Andrew - Former | Care Division President thru 02/22 Former | 0 | $0 | $693,217 | $59,411 |
| Pretzlaff Robert | Patient Care Executive Key employee | 50 | $0 | $641,240 | $68,468 |
| Larsen David - Former | Finance Officer, CCR thru 04/19 Former | 0 | $0 | $573,565 | $59,142 |
| Whitney Jason - Former | Treasurer/Asst Secr thru 08/22 Former | 0 | $0 | $531,850 | $79,794 |
| Brown Mary | RN Highest-paid employee | 40 | $497,945 | $0 | $84,246 |
| Delmore Katie | Treasurer/Asst Secretary Officer | 50 | $0 | $439,827 | $57,785 |
| Stewart Donovan | Patient Care Executive Key employee | 50 | $0 | $430,256 | $44,546 |
21 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Karagounis Timothy | Operations Excecutive Key employee | 50 | $0 | $386,388 | $56,429 |
| Sandhu Navneet | RN Highest-paid employee | 40 | $269,434 | $0 | $47,165 |
| Marsh Kevin | RN Highest-paid employee | 40 | $300,791 | $0 | $13,296 |
| Nguyen Tin | Director, Pharmacy Highest-paid employee | 40 | $264,428 | $0 | $21,470 |
| Wing Bill - Former | Dir/Asst Secr/Vice Chair thru 01/22 Former | 0 | $0 | $273,263 | $0 |
| Pascua Helen | RN, First Assistant Highest-paid employee | 40 | $260,422 | $0 | $165 |
| Cornwell Eric - Former | Medical Officer thru 03/23 Former | 0 | $0 | $199,641 | $23,860 |
| Freedman John | Director Trustee or director | 0 | $0 | $27,203 | $0 |
| Newton Bradford | Director Trustee or director | 0 | $0 | $26,939 | $0 |
| Cherry Robert | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Davis Andrew | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Innocent Larry | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Reiner Richard | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Wagner Jack | Director Trustee or director | 0 | $0 | $21,611 | $0 |
| Woodson Marc | Director Trustee or director | 0 | $0 | $21,611 | $0 |
| Salazar Velino | Director thru 09/24 Trustee or director | 0 | $0 | $21,181 | $0 |
| Fehr Joy | Director Trustee or director | 0 | $0 | $18,680 | $0 |
| Beckett Ann | Director as of 01/24 Trustee or director | 0 | $0 | $17,930 | $0 |
| Jutzy Kenneth | Director as of 01/24 Trustee or director | 0 | $0 | $16,180 | $0 |
| Daggett Jonathan | Director as of 01/24 Trustee or director | 0 | $0 | $16,180 | $0 |
| Cress John | Director as of 10/24 Trustee or director | 0 | $0 | $430 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Heinrich Kerry | Dir/Chair/CEO Trustee or director, Officer | 0 | $0 | $3,302,428 | $57,395 |
| Hofheins Todd | Dir/Vice Chair/COO Trustee or director, Officer | 0 | $0 | $2,272,592 | $76,141 |
| Beaman John | CFO/Assistant Secretary Officer | 0 | $0 | $1,680,553 | $73,355 |
| Stevens Eric - President | Northern CA/HI State Network Key employee | 5 | $0 | $1,526,293 | $59,552 |
| Jahn Andrew - Former | Care Division President thru 02/22 Former | 0 | $0 | $1,465,906 | $103,785 |
| Nahapetian Arby - Former Care | Division Medical Officer thru 02/22 Former | 0 | $0 | $1,482,294 | $69,613 |
| Wing Bill - Former | Dir/Asst Secr/Vice Chair thru 01/22 Former | 0 | $0 | $1,438,460 | $40,073 |
| Jobe Meredith | Secretary Officer | 0 | $0 | $959,488 | $59,410 |
| Wolcott Daniel | Former President thru 12/20 Former | 0 | $0 | $952,733 | $65,709 |
| Larsen David - Former | Finance Officer, CCR thru 04/19 Former | 0 | $0 | $805,493 | $58,193 |
| Whitney Jason - Former | Treasurer/Asst Secr thru 08/22 Former | 0 | $0 | $598,454 | $26,522 |
| McCollough Brooke | President Officer | 50 | $0 | $572,946 | $38,956 |
| Cornwell Eric | Medical Officer thru 03/23 Key employee | 50 | $0 | $528,342 | $65,755 |
| Spenst Brett - Former Care | Division Finance Officer thru 02/22 Former | 0 | $0 | $520,625 | $45,847 |
| Delmore Katie | Treasurer/Asst Secretary Officer | 50 | $0 | $510,099 | $38,929 |
| Karagounis Timothy | Operations Excecutive Key employee | 50 | $0 | $371,204 | $72,641 |
| Stewart Donovan | Patient Care Executive Key employee | 50 | $0 | $392,430 | $45,671 |
| Wairimu Rachel | Director, Emergency Services Highest-paid employee | 40 | $267,876 | $0 | $81,992 |
| Beck Atwater Sandra | Director Hospital Pharmacy Highest-paid employee | 40 | $293,306 | $0 | $46,488 |
| Stump Valerie | Director, RN Highest-paid employee | 40 | $266,695 | $0 | $60,991 |
| Pascua Helen | RN, First Assistant Highest-paid employee | 40 | $274,242 | $0 | $52,622 |
| Reed Shelby | Director, RN Highest-paid employee | 40 | $274,994 | $0 | $45,073 |
| Freedman John | Director Trustee or director | 0 | $0 | $26,770 | $0 |
| Cherry Robert | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Davis Andrew | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Innocent Larry | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Reiner Richard | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Salazar Velino | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Newton Bradford | Director Trustee or director | 0 | $0 | $26,611 | $0 |
| Banks David | Director Trustee or director | 0 | $0 | $26,181 | $0 |
| Woodson Marc | Director Trustee or director | 0 | $0 | $21,611 | $0 |
| Wagner Jack | Director Trustee or director | 0 | $0 | $16,180 | $0 |
| Fehr Joy | Director Trustee or director | 0 | $0 | $430 | $0 |
| Ocampo Lucy | Director thru 08/23 Trustee or director | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 ADVENTIST HEALTH WAY, ROSEVILLE, CA 95661-3266
- Principal officer (990 for 2024)
- Brooke McCollough, 975 S Fairmont Avenue, Lodi, CA 952405118
- Signed the 990
- Katherine Delmore, Treasurer
- Phone
- (916) 406-0000
- Return prepared by
- Baker Tilly Advisory Group LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1044474 or by the name LODI MEMORIAL HOSPITAL ASSOCIATION 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
Living God's love by inspiring health, wholeness and hope.
Program accomplishments
- See Schedule OExpenses $260,354,935 · grants $222,990 · revenue $302,653,836
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
- 94-1044474
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $211,778,585
- Income (IRS master file)
- $322,216,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $322,179,207 | $312,191,012 | $211,778,585 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $296,127,089 | $299,101,595 | $216,571,314 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $260,126,355 | $270,733,367 | $212,195,615 | 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 | December 2017 | – | – | – | 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 94-1044474).
Questions about LODI MEMORIAL HOSPITAL ASSOCIATION INC
- What is the EIN of LODI MEMORIAL HOSPITAL ASSOCIATION INC?
- The employer identification number (EIN) of LODI MEMORIAL HOSPITAL ASSOCIATION INC is 94-1044474.
- Is LODI MEMORIAL HOSPITAL ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to LODI MEMORIAL HOSPITAL ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LODI MEMORIAL HOSPITAL ASSOCIATION 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 LODI MEMORIAL HOSPITAL ASSOCIATION 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 LODI MEMORIAL HOSPITAL ASSOCIATION 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 LODI MEMORIAL HOSPITAL ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 names Brooke McCollough.
- Who are the officers and directors of LODI MEMORIAL HOSPITAL ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 lists 36 people; 5 received compensation from the organization.
- How much revenue does LODI MEMORIAL HOSPITAL ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $322,179,207, expenses of $312,191,012 and total assets of $211,778,585 at year end.
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