HOAG HOSPITAL FOUNDATION Charity Report

Public IRS 990 nonprofit record

HOAG HOSPITAL FOUNDATION

EIN 95-3222343 · Health Care (E112)

What they do

THE MISSION of HOAG HOSPITAL FOUNDATION is ADVANCING THE MISSION of HOAG MEMORIAL HOSPITAL PRESBYTERIAN THROUGH MEANINGFUL and INSPIRATIONAL PHILANTHROPIC PARTNERSHIPS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $56.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders31 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

18.57%of revenue went to mission work56.8% of expenses · Program services

10.60%of revenue went to fundraising32.4% of expenses

$32.70spent for every $100 of revenueRevenue covered expenses this year.

3.53%of revenue went to management and office costs10.8% of expenses

$14.50in assets for every $1 spent this yearSome assets cannot be spent right away.

83.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $66,622 for GWEN G RITTER (FDN VP SR DEVELOPMENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$157,937,802

Mission workProgram services$29,333,38918.57% of revenue56.8% of expenses

ManagementOffice and general costs$5,572,8043.53% of revenue10.8% of expenses

FundraisingAsking for donations$16,746,24110.60% of revenue32.4% of expenses

Revenue left after expensesReported annual surplus$106,285,36867.30% of revenueShown in gray on the chart

Total expenses$51,652,43432.70% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 56.8% mission · 10.8% management · 32.4% fundraisingTotal expenses: 32.70% of revenue

2023Expense mix: 57.5% mission · 10.9% management · 31.6% fundraisingTotal expenses: 44.49% of revenue

2022Expense mix: 70.4% mission · 7.6% management · 22.1% fundraisingTotal expenses: 133.72% of revenue

2021Expense mix: 65.7% mission · 10.4% management · 23.9% fundraisingTotal expenses: 24.09% of revenue

2020Expense mix: 68.4% mission · 8.4% management · 23.2% fundraisingTotal expenses: 38.75% of revenue

2019Expense mix: 58.5% mission · 13.2% management · 28.3% fundraisingTotal expenses: 45.68% of revenue

2018Expense mix: 69.4% mission · 9.5% management · 21.2% fundraisingTotal expenses: 68.80% of revenue

2016Expense mix: 65.5% mission · 10.5% management · 24.0% fundraisingTotal expenses: 75.45% of revenue

Money in and money out

Revenue$157,937,802

Expenses$51,652,434

Annual surplus $106,285,368 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$29,333,389 · 56.8% of expenses

Management and office costs$5,572,804 · 10.8% of expenses

Fundraising$16,746,241 · 32.4% of expenses

See all reported dollar amounts

Revenue$157,937,802

Expenses$51,652,434

Assets$749,188,183

Income$224,151,177

Contributions$132,574,961

Mission work (program services)$29,333,389

Fundraising$16,746,241

Grants given$196,542,942

Average grant$5,955,847

Management and general$5,572,804

Executive compensation (total)$2,201,944

Stocks and bonds$79,005,241

Accounting fees$47,762

Investing fees$1,338,480

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

GWEN G RITTERFDN VP SR DEVELOPMENT · 50 hrs/week $66,622Base · Other $66,622

GEOFFREY M MCCLOSKEYVP SR FINANCE & OPERATIONS · 50 hrs/week $62,885Base · Other $62,885

ROBERT BRAITHWAITECEO, HOAG HOSPITAL · 2 hrs/week $56,443Base · Other $56,443

ADAM DE LA PENA-GAFKEVP CAMPAIGNS & DEV ANL - THRU 10/24 · 50 hrs/week $55,188Base · Other $55,188

JENELLE SELTZERVP DONOR RELATIONS · 50 hrs/week $44,238Base · Other $44,238

CARA UISPRAPASSORNCHIEF MARKETING OFFICER - THRU 7/24 · 50 hrs/week $36,567Base · Other $36,567

LYDDY C BULLOCKFOUNDATION VP DEVELOPMENT · 50 hrs/week $29,520Base · Other $29,520

CAROLINE PEREIRAFOUNDATION PRESIDENT · 50 hrs/week $25,444Base · Other $25,444

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (31)

GWEN G RITTERFDN VP SR DEVELOPMENT

GEOFFREY M MCCLOSKEYVP SR FINANCE & OPERATIONS

ROBERT BRAITHWAITECEO, HOAG HOSPITAL

ADAM DE LA PENA-GAFKEVP CAMPAIGNS & DEV ANL - THRU 10/24

JENELLE SELTZERVP DONOR RELATIONS

CARA UISPRAPASSORNCHIEF MARKETING OFFICER - THRU 7/24

LYDDY C BULLOCKFOUNDATION VP DEVELOPMENT

CAROLINE PEREIRAFOUNDATION PRESIDENT

RICHARD H TAKETABOARD MEMBER

PHILIP A BELLINGBOARD MEMBER

PAUL C LINBOARD MEMBER

PATRICIA L BERCHTOLDBOARD MEMBER

MARK A HARDTKEBOARD MEMBER

LISA A ARGYROSBOARD MEMBER

STEPHEN G MUZZYBOARD VICE CHAIR

VICTOR A ASSADBOARD MEMBER

KYLE B WESCOATBOARD TREASURER

WHITNEY K GOMEZBOARD MEMBER

KATHERINE SHENBOARD MEMBER

IRVING M CHASEBOARD MEMBER

GARY A FUDGEBOARD MEMBER

GARY PICKETTBOARD MEMBER

FLYNN ANDRIZZIPRESIDENT FOUNDATION

DIANE A CONNELLYBOARD SECRETARY

DEVON R MARTINBOARD MEMBER

DEBORAH H MARGOLISBOARD CHAIR

CYNTHIA STOKKEBOARD MEMBER

CAROLYN C MCKITTERICKBOARD MEMBER

BETTY E HUANGBOARD MEMBER

ANTHONY A ALLENBOARD MEMBER

AIDAN A RANEY MDBOARD MEMBER

About this charity

Recognized since: January 1978
Location: 330 PLACENTIA AVE, NEWPORT BEACH, CA 92663
County: Orange
In care of: GEOFF MCCLOSKEY
Primary officer: GEOFF MCCLOSKEY, SVP

How to reach them

WebsiteVisit the charity’s website Phone(949) 764-7217

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: KPMG LLP
NTEE classification: Health Care (E112)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes