Nonprofit · EIN 95-3222343
HOAG HOSPITAL FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92663
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $157,937,802 | $51,652,434 | $106,285,368 | $749,188,183 | $18,632,738 | $730,555,445 |
| December 31, 2023 | 990 | $112,948,082 | $50,247,050 | $62,701,032 | $627,739,333 | $18,259,595 | $609,479,738 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $132,574,961
- Program service revenue
- $0
- Investment income
- $25,693,524
- Net gain from sales of assets
- $9,678,222
- Net income from fundraising events
- -$384,683
- Other revenue
- -$330,683
Expenses
- Grants and similar amounts paid
- $29,333,389
- Compensation of officers, directors and key employees
- $2,951,572
- Other salaries and wages
- $11,057,616
- Salaries, compensation and benefits (total)
- $16,305,745
- Professional fundraising fees
- $0
- Legal fees
- $40,488
- Accounting fees
- $47,762
- Occupancy
- $243,643
- Travel
- $14,302
- Depreciation
- $223,004
- Program services (functional)
- $29,333,389
- Management and general (functional)
- $5,572,804
- Fundraising (functional)
- $16,746,241
Balance sheet and other
- Total assets, start of year
- $627,739,333
- Total assets, end of year
- $749,188,183
- Total liabilities, end of year
- $18,632,738
- Net assets, end of year
- $730,555,445
- Land, buildings and equipment
- $672,092
- Publicly traded securities
- $79,005,241
- Net assets without donor restrictions
- $147,992,826
- Net assets with donor restrictions
- $582,562,619
- Gross unrelated business income
- $1,850,837
- Gross receipts
- $224,151,177
- Employees
- 0
- Volunteers
- 112
- Year formed
- 1977
- 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 | CEO, HOAG HOSPITAL Trustee or director | 2 | $0 | $3,865,063 | $56,443 |
| FLYNN ANDRIZZI | PRESIDENT FOUNDATION Former | 0 | $0 | $1,070,756 | $0 |
| GEOFFREY M MCCLOSKEY | VP SR FINANCE & OPERATIONS Key employee | 50 | $0 | $635,135 | $62,885 |
| ADAM DE LA PENA-GAFKE | VP CAMPAIGNS & DEV ANL - THRU 10/24 Highest-paid employee | 50 | $0 | $629,277 | $55,188 |
| GWEN G RITTER | FDN VP SR DEVELOPMENT Highest-paid employee | 50 | $0 | $442,326 | $66,622 |
| LYDDY C BULLOCK | FOUNDATION VP DEVELOPMENT Highest-paid employee | 50 | $0 | $435,469 | $29,520 |
| JENELLE SELTZER | VP DONOR RELATIONS Highest-paid employee | 50 | $0 | $386,564 | $44,238 |
| CARA UISPRAPASSORN | CHIEF MARKETING OFFICER - THRU 7/24 Highest-paid employee | 50 | $0 | $339,933 | $36,567 |
| CAROLINE PEREIRA | FOUNDATION PRESIDENT Officer | 50 | $0 | $338,437 | $25,444 |
| DEBORAH H MARGOLIS | BOARD CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN G MUZZY | BOARD VICE CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| KYLE B WESCOAT | BOARD TREASURER Trustee or director | 2 | $0 | $0 | $0 |
| DIANE A CONNELLY | BOARD SECRETARY Trustee or director | 2 | $0 | $0 | $0 |
| ANTHONY A ALLEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| LISA A ARGYROS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICTOR A ASSAD | BOARD MEMBER Trustee or director | 2 | $0 |
| PHILIP A BELLING | BOARD MEMBER Trustee or director | 2 | $0 |
| PATRICIA L BERCHTOLD | BOARD MEMBER Trustee or director | 2 | $0 |
| IRVING M CHASE | BOARD MEMBER Trustee or director | 2 | $0 |
| BETTY E HUANG | BOARD MEMBER Trustee or director | 2 | $0 |
| CAROLYN C MCKITTERICK | BOARD MEMBER Trustee or director | 2 | $0 |
| GARY A FUDGE | BOARD MEMBER Trustee or director | 2 | $0 |
| WHITNEY K GOMEZ | BOARD MEMBER Trustee or director | 2 | $0 |
| MARK A HARDTKE | BOARD MEMBER Trustee or director | 2 | $0 |
| GARY PICKETT | BOARD MEMBER Trustee or director | 2 | $0 |
| PAUL C LIN | BOARD MEMBER Trustee or director | 2 | $0 |
| DEVON R MARTIN | BOARD MEMBER Trustee or director | 2 | $0 |
| RICHARD H TAKETA | BOARD MEMBER Trustee or director | 2 | $0 |
| AIDAN A RANEY MD | BOARD MEMBER Trustee or director | 2 | $0 |
| KATHERINE SHEN | BOARD MEMBER Trustee or director | 2 | $0 |
| CYNTHIA STOKKE | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT BRAITHWAITE | CEO, HOAG HOSPITAL Trustee or director | 2 | $0 | $2,233,775 | $51,598 |
| FLYNN ANDRIZZI | PRESIDENT FOUNDATION Trustee or director, Officer | 50 | $0 | $949,564 | $37,958 |
| DANNA GRANT | VP SR ADVANCEMENT Key employee | 50 | $0 | $739,304 | $36,709 |
| JEFF PURSER | EXEC DIR TOURNAMENT Former | 0 | $0 | $648,457 | $27,866 |
| GEOFFREY M MCCLOSKEY | VP SR FINANCE & OPERATIONS Key employee | 50 | $0 | $566,099 | $38,869 |
| GWEN RITTER | VP DEVELOPMENT Highest-paid employee | 50 | $0 | $464,132 | $65,778 |
| LYDDY LEWIS | VP DEVELOPMENT Highest-paid employee | 50 | $0 | $473,260 | $26,817 |
| ADAM DE LA PENA-GAFKE | VP CAMPAIGNS & DEV ANALYTICS Highest-paid employee | 50 | $0 | $422,847 | $55,910 |
| JULIE HEGGENESS | EXEC DIR PLAN. GIVING & LEGAL Highest-paid employee | 50 | $0 | $269,668 | $28,125 |
| JENELLE SELTZER | VP DONOR RELATIONS Highest-paid employee | 50 | $0 | $257,523 | $38,756 |
| CAROLYN MCKITTERICK | BOARD SECRETARY Trustee or director | 4 | $0 | $0 | $0 |
| ANTHONY ALLEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| VICTOR ASSAD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PHILIP BELLING | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PATRICIA BERCHTOLD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| IRVING CHASE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DIANE CONNELLY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BENJAMIN DU | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| GARY FUDGE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARK HARDTKE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JEREMY JONES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PAUL LIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DEVON MARTIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN MUZZY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| AIDAN RANEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KATHERINE SHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| LISA ARGYROS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD TAKETA | BOARD CHAIR Trustee or director | 5 | $0 | $0 | $0 |
| DEBORAH MARGOLIS | BOARD VICE CHAIR Trustee or director | 4 | $0 | $0 | $0 |
| KYLE WESCOAT | BOARD TREASURER Trustee or director | 4 | $0 | $0 | $0 |
| CINDY STOKKE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 330 PLACENTIA AVE, NEWPORT BEACH, CA 92663-3306
- In care of
- % FLYNN ANDRIZZI
- Principal officer (990 for 2024)
- CAROLINE PEREIRA, 330 PLACENTIA AVE, NEWPORT BEACH, CA 92663
- Signed the 990
- GEOFF MCCLOSKEY, SVP
- Phone
- (949) 764-7217
- Return prepared by
- KPMG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3222343 or by the name HOAG HOSPITAL 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
HOAG HOSPITAL FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE FUNDS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN.
Program accomplishments
- PROVIDE SUPPORT TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN FOR EXPANSION, EQUIPMENT, PROGRAMS, NURSING SCHOLARSHIPS AND VARIOUS OPERATING EXPENSES.Expenses $29,333,389 · grants $29,333,389
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
- 95-3222343
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $749,188,183
- Income (IRS master file)
- $224,151,177
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $157,937,802 | $51,652,434 | $749,188,183 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $112,948,082 | $50,247,050 | $627,739,333 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $43,002,719 | $57,501,484 | $543,042,123 | 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 95-3222343).
Questions about HOAG HOSPITAL FOUNDATION
- What is the EIN of HOAG HOSPITAL FOUNDATION?
- The employer identification number (EIN) of HOAG HOSPITAL FOUNDATION is 95-3222343.
- Is HOAG HOSPITAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to HOAG HOSPITAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOAG HOSPITAL 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 HOAG HOSPITAL FOUNDATION 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 HOSPITAL FOUNDATION 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 HOSPITAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names CAROLINE PEREIRA.
- Who are the officers and directors of HOAG HOSPITAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 31 people; 0 received compensation from the organization.
- How much revenue does HOAG HOSPITAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $157,937,802, expenses of $51,652,434 and total assets of $749,188,183 at year end.
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