Nonprofit · EIN 95-1643327
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Tax-exempt · NEWPORT BEACH, CA 92663
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,118,202,627 | $1,828,685,559 | $289,517,068 | $4,868,856,974 | $1,495,674,149 | $3,373,182,825 |
| December 31, 2023 | 990 (amended) | $1,843,487,493 | $1,685,137,356 | $158,350,137 | $4,532,479,353 | $1,481,883,192 | $3,050,596,161 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $47,901,603
- of which government grants
- $23,658,781
- Program service revenue
- $1,846,426,780
- Investment income
- $191,836,630
- Royalties
- $3,045
- Net gain from sales of assets
- $146,043,604
- Tax-exempt bond proceeds
- $6,575,911
- Other revenue
- $32,037,614
Expenses
- Grants and similar amounts paid
- $10,486,021
- Compensation of officers, directors and key employees
- $14,885,219
- Other salaries and wages
- $698,161,847
- Salaries, compensation and benefits (total)
- $895,999,325
- Professional fundraising fees
- $0
- Legal fees
- $9,516,934
- Accounting fees
- $780,906
- Occupancy
- $75,241,998
- Travel
- $1,743,330
- Depreciation
- $103,761,072
- Program services (functional)
- $1,335,388,112
- Management and general (functional)
- $493,297,447
Balance sheet and other
- Total assets, start of year
- $4,532,479,353
- Total assets, end of year
- $4,868,856,974
- Total liabilities, end of year
- $1,495,674,149
- Net assets, end of year
- $3,373,182,825
- Land, buildings and equipment
- $1,420,906,613
- Publicly traded securities
- $713,851,937
- Net assets without donor restrictions
- $3,373,182,825
- Gross unrelated business income
- $28,511,501
- Gross receipts
- $3,182,213,586
- Employees
- 10,542
- Volunteers
- 895
- Year formed
- 1944
- 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 | Other / benefits |
|---|---|---|---|---|
| ROBERT BRAITHWAITE | PRESIDENT & CEO Officer | 50 | $3,865,063 | $56,443 |
| ANDREW GUARNI | EVP AND CFO Officer | 50 | $1,501,135 | $60,617 |
| JAN BLUE | VP SR CHIEF ADMIN OFFICER Key employee | 50 | $1,030,661 | $43,375 |
| FLYNN ANDRIZZI | FORMER FOUNDATION PRESIDENT Former | 2 | $1,070,756 | $0 |
| RICK MARTIN | VP SR PATIENT CARE SVC AND CNO Key employee | 50 | $946,146 | $60,366 |
| ERIC CHEUNG | VP SR & CHIEF LEGAL OFFICER Key employee | 50 | $930,054 | $67,368 |
| MARCY BROWN | VP SR CHIEF OPERATIONS OFFICER Key employee | 50 | $949,392 | $42,446 |
| MARGARET T CONK | VP SR CHIEF CLINICAL INST OFF. Key employee | 50 | $931,028 | $48,706 |
| KATHY AZEEZ NARAIN | VP CHIEF DIGITAL INNOVA OFF Highest-paid employee | 50 | $874,428 | $17,250 |
| MARTIN FEE | VP SR AND CCO Key employee | 50 | $767,879 | $102,350 |
| KRIS IYER | VP SR & CHIEF PHYS DEV OFFICER Key employee | 2 | $802,609 | $40,250 |
| SANFORD SMITH | VP SR REAL ESTATE & FACILITIES Key employee | 50 | $732,758 | $54,119 |
| ARPI BEKMEZIAN | VP CHIEF QUALITY OFFICER Highest-paid employee | 50 | $707,806 | $48,406 |
| MICHAEL BRANT-ZAWADSKI | VP ADDICTION RESEARCH ADMIN Highest-paid employee | 50 | $684,723 | $55,454 |
| ALLYSON BROOKS | EXEC DIR MED WOMENS HEALTH Highest-paid employee | 50 | $676,578 | $39,950 |
20 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FRANK AUSTIN | VP MARKETING AND CORP COMM Highest-paid employee | 50 | $678,133 | $18,881 |
| CINDY STOKKE | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT BRUNSWICK | CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| ERIC ALCOULOUMRE MD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| VICKI BOOTH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RESHMA BLOCK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRIS CALLERO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DENNIS GILMORE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RICHARD HASKELL MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAUL HEESCHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN LINDEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEBBIE MARGOLIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| THOMAS OTTERBEIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BABAK RAD MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMIE SHEPHERDSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAMELA MASSEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARICELA RIOS FAUST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAN YOUNG | PAST CHAIR Trustee or director | 2 | $0 | $0 |
| SHANNON EUSEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEVE PIZULA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT BRAITHWAITE | PRESIDENT AND CEO Officer | 50 | $2,233,775 | $51,598 |
| ANDREW GUARNI | EVP AND CFO Officer | 50 | $1,122,664 | $48,127 |
| FLYNN ANDRIZZI | FOUNDATION PRESIDENT Key employee | 2 | $949,564 | $37,958 |
| JAN BLUE | VP SR CHIEF ADMIN OFFICER Key employee | 50 | $821,982 | $51,519 |
| ERIC CHEUNG | VP SR & CHIEF LEGAL OFFICER Key employee | 50 | $685,770 | $60,457 |
| MARCY BROWN | VP SR CHIEF OPERATIONS OFFICER Key employee | 50 | $691,383 | $40,934 |
| RICK MARTIN | VP SR PATIENT CARE SVC AND CNO Key employee | 50 | $672,685 | $57,719 |
| MARGARET T CONK | VP SR CHIEF CLINICAL INST OFF. Key employee | 50 | $663,558 | $46,445 |
| SANFORD SMITH | VP SR REAL ESTATE & FACILITIES Key employee | 50 | $616,020 | $51,945 |
| MICHAEL BRANT-ZAWADSKI | VP ADDICTION RESEARCH ADMIN Highest-paid employee | 50 | $598,151 | $51,065 |
| KRIS IYER | VP SR & CHIEF PHYS DEV OFFICER Key employee | 2 | $590,833 | $41,085 |
| MARTIN FEE | VP SR AND CCO Key employee | 50 | $573,061 | $39,000 |
| MICHAEL KRUG | EXEC DIR CHIEF HR OFFICER Highest-paid employee | 50 | $544,765 | $41,715 |
| KATHY AZEEZ NARAIN | VP CHIEF DIGITAL INNOVA OFF Highest-paid employee | 50 | $562,192 | $16,500 |
| ALLYSON BROOKS | EXEC DIR MED WOMENS HEALTH Highest-paid employee | 50 | $510,526 | $54,523 |
| ARPI BEKMEZIAN | VP CHIEF QUALITY OFFICER Highest-paid employee | 50 | $509,739 | $46,862 |
| RESHMA BLOCK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CINDY STOKKE | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT BRUNSWICK | CHAIR-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| ERIC ALCOULOUMRE MD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DAN YOUNG | PAST CHAIR Trustee or director | 2 | $0 | $0 |
| VICKI BOOTH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRIS CALLERO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DENNIS GILMORE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RICHARD HASKELL MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAUL HEESCHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN LINDEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAMELA MASSEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BABAK RAD MD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARICELA RIOS FAUST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMIE SHEPHERDSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RICK TAKETA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GEORGE WOOD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 HOAG DR, NEWPORT BEACH, CA 92663-4162
- 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 AND CFO
- Phone
- (949) 764-4624
- Website
- WWW.HOAG.ORG
- Return prepared by
- KPMG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1643327 or by the name HOAG MEMORIAL HOSPITAL PRESBYTERIAN.
- 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
OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE TO THE COMMUNITIES WE SERVE.
Program accomplishments
- SEE SCHEDULE OExpenses $1,335,388,112 · grants $10,486,021 · revenue $1,872,274,598
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
- 95-1643327
- 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)
- $4,868,856,974
- Income (IRS master file)
- $3,182,213,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,118,202,627 | $1,828,685,559 | $4,868,856,974 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,843,487,493 | $1,685,137,356 | $4,532,479,353 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,646,507,596 | $1,600,684,848 | $4,246,917,299 | 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 95-1643327).
Questions about HOAG MEMORIAL HOSPITAL PRESBYTERIAN
- What is the EIN of HOAG MEMORIAL HOSPITAL PRESBYTERIAN?
- The employer identification number (EIN) of HOAG MEMORIAL HOSPITAL PRESBYTERIAN is 95-1643327.
- Is HOAG MEMORIAL HOSPITAL PRESBYTERIAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to HOAG MEMORIAL HOSPITAL PRESBYTERIAN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOAG MEMORIAL HOSPITAL PRESBYTERIAN 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 MEMORIAL HOSPITAL PRESBYTERIAN 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 MEMORIAL HOSPITAL PRESBYTERIAN 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 MEMORIAL HOSPITAL PRESBYTERIAN?
- The 990 for the year ended December 31, 2024 names ROBERT BRAITHWAITE.
- Who are the officers and directors of HOAG MEMORIAL HOSPITAL PRESBYTERIAN?
- The 990 for the year ended December 31, 2024 lists 35 people; 16 received compensation from the organization, the highest $3,865,063 (ROBERT BRAITHWAITE, PRESIDENT & CEO).
- How much revenue does HOAG MEMORIAL HOSPITAL PRESBYTERIAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,118,202,627, expenses of $1,828,685,559 and total assets of $4,868,856,974 at year end.
Other nonprofits in NEWPORT BEACH
- HOAG CLINIC INC EIN 33-0676831 · last filed 990 for 2024
- HOAG HOSPITAL FOUNDATION EIN 95-3222343 · last filed 990 for 2024
- THE FOUNDATION FOR POST-TRAUMATIC HEALING AND COMPLEX TRAUMA RESEARC EIN 38-4083103 · last filed 990-EZ for 2024
- CANCER KINSHIP EIN 87-4802655 · last filed 990-EZ for 2024
- KATHI KOLL INC EIN 87-1987234 · last filed 990 for 2024
- CENTER FOR RAPID ENLIGHTENMENT INC EIN 84-3605416 · last filed 990-N for 2025
- PHYSICIANS FOR INFORMED CONSENT EIN 81-0941400 · last filed 990 for 2024
- YOUNGTIMERS INC EIN 85-2782466 · last filed 990-N for 2024