Hoag Clinic

Public charity · Grantmaker Newport Beach, CA EIN: 33-0676831

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.

Hoag Clinic at a glance

Total assets
$196,724,771
-2.5% vs 2023
Revenue (2024)
$355,323,126
+9.2% vs 2023
Net investment income (2024)
$2,203,283
+42.3% vs 2023
Expenses (2024)
$447,970,290
+4.5% vs 2023
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who Hoag Clinic funds

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

2<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 3 (67%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

TustinIrvine

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants2020 1 grant2021 0 grants2022 0 grants2023 0 grants2024

From 2020 to 2021, annual grant giving ranged from $20K (2021) to $66K (2020). In 2021 it made 1 grant totaling $20K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Miracles for Kids Tustin, CAProgram Support$20,000
Your AI grants department

Ready to take the next step with Hoag Clinic?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$196,724,771$355,323,126$447,970,290——$2,203,283
2023$201,863,723$325,304,223$428,811,406——$1,548,410
2022$211,845,301$258,148,653$348,706,744——$55,920
2021$124,813,423$211,626,917$303,933,342$20,0001$11,887
2020$103,168,179$119,097,519$193,938,295$66,0002$44,653

About Hoag Clinic

Based on IRS filings

Hoag Clinic is a public charity focused on Health, based in Newport Beach, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $196.7M in total assets. Net investment income was $2.2M.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Hoag Clinic is led by Robert Braithwaite, President & CEO Hoag Hospital since 2023 (on filings since 2020); none of the 30 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Robert Braithwaite

    President & CEO Hoag Hospital

    President → President & CEO, 2022

    President & CEO → President & CEO Hoag Hospital, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jennifer Susnjara

    Executive Director Group Practice Ops

    On filings since 2023

    50 hrs/week

    No compensation reported

  • Cindy Stokke

    Chair

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Justin Davis

    Director Business Devlop. Heh

    Director Bus Development Heh → Dr. Bus Develop. Heh, 2021

    Dr. Bus Develop. Heh → Director Business Devlop. Heh, 2022

    On filings since 2020

    50 hrs/week

    No compensation reported

  • Farhan Boayes

    Director Claims

    On filings since 2023

    50 hrs/week

    No compensation reported

  • Dennis P. Haghighat

    Director Medical Utilization Management

    New on the 2024 filing

    50 hrs/week

    No compensation reported

  • Andrew Guarni

    Executive Vice President & CFO Hoag Hospital

    Executive Vice President, Secretary & Interim CEO → Executive Vice President, Secretary & CFO Hoag Hosp, 2022

    Executive Vice President, Secretary & CFO Hoag Hosp → Executive Vice President & CFO Hoag Hospital, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Dan Young

    Past Chair

    Board Member → Past Chair, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Karen Linden

    Board Member

    Board Member & Past Chair Hmhp → Board Member, 2021

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Michael Gam

    Vice President & CFO Hoag Clinic

    Vice President & Hoag Clinic CFO → Vice President & CFO, 2021

    Vice President & CFO → Vice President & CFO Hoag Clinic, 2022

    On filings since 2020

    50 hrs/week

    No compensation reported

  • Sheila Porter

    Vice President Hoag Clinic Group Practice

    Vice President Group Practice Operations → Vice President Hoag Clinic Practice Ops., 2021

    Vice President Hoag Clinic Practice Ops. → Vice President Hoag Clinic Group Practice, 2022

    On filings since 2020

    50 hrs/week

    No compensation reported

  • Vicki Booth

    Board Member

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Gayathri Jith

    Vice President Senior Hoag Clinic

    On filings since 2022

    50 hrs/week

    No compensation reported

  • Jim Boyle

    Vice President Hoag Clinic Mso

    On filings since 2022

    50 hrs/week

    No compensation reported

  • Sharmeline V. Curameng

    Manager Adv Practice Provider & Clinical Svcs

    Manager Adv Practice Prov & Clin → Manager Adv Practice Provider & Clinical Svcs, 2024

    On filings since 2022

    50 hrs/week

    No compensation reported

  • Babak Rad MD

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Chris Callero

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Dennis Gilmore

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Eric Alcouloumre MD

    Secretary

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Jamie Shepherdson

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Maricela Rios Faust

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Pamela Massey

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Paul Heeschen

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Reshma Block

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Richard Haskell MD

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Robert Brunswick

    Chair-Elect

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Debbie Margolis

    Board Member

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Shannon Eusey

    Board Member

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Steve Pizula

    Board Member

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Thomas Otterbein

    Board Member

    New on the 2024 filing

    2 hrs/week

    No compensation reported

Former officers (20)
  • Former: Kelly Reynolds (2020–2023) — Executive Director Urgent Primary Care
  • Former: Kris Iyer (2020–2023) — Vice President Senior & Chief Phys Development Officer
  • Former: George Wood (2022–2023) — Board Member
  • Former: Jamie Caillouette (2023) — Board Member
  • Former: Mia Mendez (2023) — Principal Rev Cycle Ops-Clinic
  • Former: Rick Taketa (2023) — Board Member
  • Former: James Caillouette MD (2020–2022) — Board Member
  • Former: Jeffrey Margolis (2020–2022) — Board Member & Chair
  • Former: Daniel Young (2021–2022) — Board Member
  • Former: Julie A. Britton (2021–2022) — Senior Principal Prov Netwk Development
  • Former: John Choriatis (2022) — Director It Applications
  • Former: Jennifer Mitzner (2020–2021) — CEO
  • Former: Arnel B. Mondejar (2021) — Dr. Medical Management
  • Former: James Boyle (2021) — Vice President Hoag Clinic Mso
  • Former: Magdalena M. Al-Saad (2021) — Manager Adv Practice Prov.
  • Former: Robert R. Carter (2021) — Principal Fp & A
  • Former: Fred Diluzio (2020) — Director of Bus. App.
  • Former: Jenny May (2020) — Director of Accounting
  • Former: Scott Ropp (2020) — CFO -
  • Former: Wing Choi (2020) — Executive Director Hoag Clinic Bus Development

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Hoag Clinic

How large is Hoag Clinic?

Hoag Clinic reported $196.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $355.3M.

What is Hoag Clinic?

Hoag Clinic is a public charity focused on Health, based in Newport Beach, CA. It holds $196.7M in total assets as of 2024.

Where does Hoag Clinic operate?

Hoag Clinic has awarded grants in California.

What is Hoag Clinic's EIN?

Hoag Clinic's EIN (Employer Identification Number) is 33-0676831. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
  3. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Hoag Clinic's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Hoag Memorial Hospital Presbyterian

Newport Beach, CA

Hoag Memorial Hospital Presbyterian funds Orange County programs addressing health and social-service needs, especially for disadvantaged and underserved residents; recent grants supported access to care, mental health, chronic-disease prevention, and family services. In 2024, grants ranged from $25,000 to $3,344,828, with a median of $55,000. It invites pre-identified eligible organizations to apply; the profile does not state that it accepts unsolicited requests.

Assets

$4.9B

Grants

49

Total Given

$8.6M

Sisters of St Joseph Healthcare Foundation

Orange, CA

The Sisters of St Joseph funds organizations addressing the needs of working and indigent people, including work on housing, family violence, community services, and at-risk youth. Its focus is Southern California, the San Francisco Bay Area, and Humboldt County; 2025 grants ranged from $10,000 to $100,000, with a median of $40,000. The filing does not state whether it accepts unsolicited requests.

Health

Assets

$52.2M

Grants

63

Total Given

$2.6M

The Loftus Family Foundation

Wilmington, DE

The Loftus Family Foundation funds churches, performing arts and music, schools, children’s health, and youth programs, with nearly all 2024 grants going to organizations in California and a small share to Texas. Its 2024 grants ranged from $500 to $75,000, with a median of $5,650. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$6.3M

Grants

10

Total Given

$174K

MHG Family Foundation

Newport Beach, CA

Philanthropy, Voluntarism & Grantmaking

Assets

$562K

Grants

3

Total Given

$9K

The Toro Family Foundation

Santa Ana, CA

Assets

$185K

Grants

8

Total Given

$54K

The Wilson Sonsini Goodrich & Rosati Foundation

Palo Alto, CA

The foundation supports 501(c)(3) organizations working to improve quality of life and community, advance legal education and professional interests, and carry out charitable, educational, or community activities. Its 2025 grants ranged from $500 to $135,000, with a median of $5,000; most funding went to California, with additional grants elsewhere in the U.S. The profile does not state whether it accepts unsolicited requests.

Assets

$3.2M

Grants

335

Total Given

$3.1M

More similar funders

More Funders in California

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Hoag Clinic's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Hoag Clinic down — hundreds of funders to go?

Want AI to do this for you?