Hoag Memorial Hospital Presbyterian is a public charity based in Newport Beach, California. Founded in 1944, it describes itself as a not-for-profit, faith-based hospital whose mission is to provide high-quality healthcare to the communities it serves.
Key facts about Hoag Memorial Hospital Presbyterian
In short: Hoag Memorial Hospital Presbyterian gave $8.6M across 49 grants in 2024 (avg $175K), mostly in California. 2% of 2024 grantees were new. Source: 2024 IRS Form 990.
- EIN
- 95-1643327
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $8,583,701
- Grants made (2024)
- 49
- Average grant
- $175,178
- Median grant
- $55,000
- New grantees (estimate)
- 2% first-time grantees (1 of 49, 2024)
- Total assets
- $4,868,856,974
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$4.9B
+7.4% YoY
Annual Giving
$8.6M
+11.2% YoY
Grant Count
49
-18.3% YoY
Avg Grant Size
$175K
+36.2% YoY
Is Hoag Memorial Hospital Presbyterian open to new grantees?
2%
first-time grantees, 2024
In 2024, 1 of 49 grantees (2%) were first-time recipients. First grants averaged $239K; repeat grants $174K. How we count
Medians: $239K first-time, $53K repeat.
- 98% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−8%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization’s stated mission is to provide the highest quality healthcare to the communities it serves. Its Community Benefit Program focuses on Orange County residents, particularly disadvantaged and underserved populations, and supports programs addressing health and social-service needs.
Its 2024 grants included support for access to care, rental assistance, children’s diabetes services, dementia-related services, mental-health education, family counseling, maternal and child health, and chronic-disease prevention. Grantees’ own missions illustrate the range of organizations supported: Alzheimer’s Family Services Center says it improves quality of life for families affected by Alzheimer’s disease or other dementia; NAMI Orange County provides support, education, and resources for people affected by mental illness and their families; and Families Forward works to prevent and end family homelessness through housing and related resources.
Grantmaking
In filing year 2024, Hoag reported 49 grants totaling $8,583,701. Grant amounts ranged from $25,000 to $3,344,828, with a median of $55,000. All reported grant dollars went to recipients in California.
Among the largest grants were $3,344,828 to Share Our Selves Clinic for access-to-care expansion and rental assistance; $1,196,300 to CHOC Children’s Foundation for a diabetes-center operating grant; and $800,000 to Alzheimer’s Family Services Center for operations, community education, and outreach. Other notable grants included $250,000 to NAMI Orange County for mental-health education and related programming, $155,500 to Families Forward for family counseling and rental assistance, and $100,000 to Latino Health Access for women’s health and chronic-disease prevention.
The grants program invites pre-identified organizations that meet its eligibility requirements and can demonstrate positive outcomes. Eligible applicants must operate in Orange County, provide services within the county, be a 501(c)(3) tax-exempt organization, local government entity, or educational institution, serve disadvantaged and/or underserved populations, and align with at least one of the program’s six priority focus areas. Funded organizations must use funds for the designated program and submit a six-month progress report and a final outcomes report. Hoag Community Benefit will not consider requests from international, social, or recreational clubs, or generally for sports teams and tournaments, individuals, partisan political activities, endowments or memorials, regranting, or fundraising events such as dinners, galas, and walks.
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Geographic Focus
Where this funder awards grants
Hoag’s Community Benefit grants program focuses on Orange County, California. Its stated eligibility criteria require organizations to operate in Orange County and provide services within the county. All reported 2024 grant dollars went to California recipients.
Grant Distribution by State
Share of 2024 grant dollars across all 49 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $7.7M (2023) to $11.2M (2020). In 2024 it made 49 grants totaling $8.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Share Our Selves Clinic ($3.3M). Together the top 10 received $6.5M.
Grant Size Distribution
385 grants across all recorded years
The most common grant size was under $50K: 158 grants of 385 (41%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Share Our Selves Clinic Costa Mesa, CA | Access to Care EXPANSION,RNTL Assistance | $3,344,828 |
| Choc Children's Foundation Orange, CA | Choc Diab Center Operating Grant | $1,196,300 |
| Alzheimer's Family Services Center Huntington Beach, CA | Operations/Community Educ/Outreach PRG. | $800,000 |
| NAMI Orange County Lake Forest, CA | Mental Health & EDUCATION+NAMI in Lobby | $250,000 |
| Hoag Charity Sports Irvine, CA | Donations | $238,673 |
| Families Forward Irvine, CA | Family Counseling, Rental Assistance | $155,500 |
| Council on Aging Orange County Irvine, CA | Visitor PRG, Smilemakers, Comedy Sponsor | $150,000 |
| Girls Inc Santa Ana, CA | Building Blocks, Event Sponsorship | $120,000 |
| Moms Santa Ana, CA | Maternal Child Health Coordination | $105,000 |
| Orange County United Way Irvine, CA | Oc Free Tax Prep, Sparkpoint Financial | $100,600 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $4,868,856,974 | $2,118,202,627 | $1,828,685,559 | $8,583,701 |
| 2023 | $4,532,479,353 | $1,843,487,493 | $1,685,137,356 | $7,718,736 |
| 2022 | $4,246,917,299 | $1,646,507,596 | $1,600,684,848 | $9,399,443 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,868,856,974 | $4,532,479,353 | $4,246,917,299 |
| Revenue | $2,118,202,627 | $1,843,487,493 | $1,646,507,596 |
| Expenses | $1,828,685,559 | $1,685,137,356 | $1,600,684,848 |
| Net Investment Income | $191,836,630 | $109,343,462 | $76,013,312 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS January 21, 2026)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Cindy Stokke as chair, Robert Brunswick as chair-elect, and Eric Alcouloumre, MD, as secretary. Board members listed include Vicki Booth, Reshma Block, Chris Callero, Dennis Gilmore, Richard Haskell, MD, Paul Heeschen, and Karen Linden.
Hoag Memorial Hospital Presbyterian is led by Robert Braithwaite, President & CEO since 2023 (on filings since 2020); 16 of 35 officers listed in 2024 are compensated.
Officers on the 2024 filing
Robert Braithwaite
President & CEO
CEO, President & Board Membeer → CEO, 2022
CEO → President & CEO, 2023
On filings since 2020
50 hrs/week
$2.1M (2020) → $3.9M (2024)
Allyson Brooks
Executive Director Med Womens Health
On filings since 2020
50 hrs/week
$625K (2020) → $677K (2024)
Cindy Stokke
Chair
Chair-Elect → Chair, 2023
On filings since 2022
2 hrs/week
No compensation reported
Andrew Guarni
Executive Vice President & CFO
Senior Vice President, CFO, President Hmts & Secretary Hc → Executive Vice President & CFO, 2021
On filings since 2020
50 hrs/week
$839K (2020) → $1.5M (2024)
Flynn Andrizzi
Former Foundation President
Senior Vice President → Foundation President, 2022
Foundation President → Former Foundation President, 2024
On filings since 2020
2 hrs/week
$702K (2020) → $1.1M (2024)
Jan Blue
Vice President Senior Chief Administrator Officer
Senior Vice President Human Resources → Vice President Senior Chief Administrator Officer, 2022
On filings since 2020
50 hrs/week
$722K (2020) → $1M (2024)
Kris V. Iyer MD
Vice President Senior & Chief Phys Development Officer
Senior Vice President, CAO, Chair Hmts & Board Hc → Vice President Senior & CAO, 2021
Vice President Senior & CAO → Vice President Senior & Chief Phys Development Officer, 2022
On filings since 2020
2 hrs/week
$745K (2020) → $803K (2024)
Marcy Brown
Vice President Senior Chief Operations Officer
Senior Vice President & Cho → Vice President Senior Chief Hospital Operations, 2022
Vice President Senior Chief Hospital Operations → Vice President Senior Chief Operations Officer, 2023
On filings since 2020
50 hrs/week
$833K (2020) → $949K (2024)
Margaret T. Conk
Vice President Senior Chief Clinical Inst Officer
Senior Vice President Chief Clinical Institute → Vice President Senior Chief Clinical Institute, 2021
Vice President Senior Chief Clinical Institute → Vice President Senior Chief Clinical Inst Officer, 2022
On filings since 2020
50 hrs/week
$605K (2020) → $931K (2024)
Martin Fee
Vice President Senior & CCO
Senior Vice President & CCO → Vice President Senior & CCO, 2022
On filings since 2020
50 hrs/week
$636K (2020) → $768K (2024)
Michael Brant-Zawadski
Vice President Addiction Research Administrator
Executive Medical Director → Executive Director Med R Physician Executive, 2022
Executive Director Med R Physician Executive → Vice President Addiction Research Administrator, 2023
On filings since 2020
50 hrs/week
$741K (2020) → $685K (2024)
Sanford Smith
Vice President Senior Real Estate & Facilities
Senior Vice President Real Estate & Facilities → Vice President Senior Real Estate & Facilities, 2022
On filings since 2020
50 hrs/week
$667K (2020) → $733K (2024)
Kathy Azeez Narain
Vice President Chief Digital Innova Officer
Vice President Chief Digital Officer → Vice President Chief Digital Innova Officer, 2023
On filings since 2021
50 hrs/week
$473K (2021) → $874K (2024)
Eric Cheung
Vice President Senior & Chief Legal Officer
On filings since 2022
50 hrs/week
$519K (2022) → $930K (2024)
Arpi Bekmezian
Vice President Chief Quality Officer
On filings since 2023
50 hrs/week
$510K (2023) → $708K (2024)
Rick Martin
Vice President Senior Patient Care Svc & Cno
On filings since 2023
50 hrs/week
$673K (2023) → $946K (2024)
Frank Austin
Vice President Marketing & Corp Committee
New on the 2024 filing
50 hrs/week
$678K (2024)
Chris Callero
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Dennis J. Gilmore
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Eric Alcouloumre MD
Secretary
Board Member → Secretary, 2021
On filings since 2020
2 hrs/week
No compensation reported
Karen D. Linden
Board Member
Past Chair & Board Member Hoag Clinic → Board Member, 2021
On filings since 2020
2 hrs/week
No compensation reported
Pamela Massey
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Paul Heeschen
Board Member
Board Member & Board Member Hoi → Board Member, 2021
On filings since 2020
2 hrs/week
No compensation reported
Robert S. Brunswick
Chair-Elect
Board Member → Chair-Elect, 2023
On filings since 2020
2 hrs/week
No compensation reported
Vicki Booth
Board Member
Board Member & Board Member Hc → Board Member, 2021
On filings since 2020
2 hrs/week
No compensation reported
Dan Young
Past Chair
Chair → Past Chair, 2023
On filings since 2022
2 hrs/week
No compensation reported
Jamie Shepherdson
Board Member
On filings since 2022
2 hrs/week
No compensation reported
Richard Haskell MD
Board Member
On filings since 2022
2 hrs/week
No compensation reported
Babak Rad MD
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
Reshma Block
Board Member
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 (19)
- Former: George H. Wood (2020–2023) — Board Member
- Former: Rick Taketa (2022–2023) — Board Member
- Former: Michael Krug (2023) — Executive Director Chief Hr Officer
- Former: Carmella A. Cassetta (2020–2022) — Vice President CIO It Operations
- Former: Joel Katz MD (2020–2022) — Board Member
- Former: Richard Martin (2020–2022) — Vice President Senior Patient Care Svc & Cno
- Former: Jeff Margolis (2022) — Board Member
- Former: Md Chang MD (2022) — Board Member
- Former: Pinkie Nolan (2022) — Vice President Chief Value Officer
- Former: Cynthia Stokke (2020–2021) — Chair-Elect
- Former: Daniel Young (2020–2021) — Chair
- Former: James Shepherdson (2020–2021) — Board Member
- Former: Jeffrey H. Margolis (2020–2021) — Board Member
- Former: Jennifer Mitzner (2020–2021) — Vice President Executive
- Former: Kathleen Armstrong (2020–2021) — Board Member
- Former: Miles Chang MD (2020–2021) — Board Member
- Former: Rodney Hochman MD (2020–2021) — Board Member
- Former: Nhat Q. Tran (2021) — Principal Senior & Cmio
- Former: Dori Holnagel (2020) — Vice President Clinical Institutes
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $3.9M, to Robert Braithwaite (President & CEO). 16 officers or directors reported compensation on that filing.
Contact
Mailing address: One Hoag Drive PO Box 6100, Newport Beach, CA 92658-6100
Phone: (949) 764-4624
Website: https://hoag.org
Frequently asked questions about Hoag Memorial Hospital Presbyterian
How much does Hoag Memorial Hospital Presbyterian give each year?
Hoag Memorial Hospital Presbyterian gave $8.6M across 49 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $7.7M across 60 grants.
What is Hoag Memorial Hospital Presbyterian's typical grant size?
Hoag Memorial Hospital Presbyterian's median grant in 2024 was $55,000, and its average grant was $175,178, across 49 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Hoag Memorial Hospital Presbyterian that year got $239K on average.
Where does Hoag Memorial Hospital Presbyterian give grants?
Hoag Memorial Hospital Presbyterian gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Santa Ana, CA (11 grants), Irvine, CA (9 grants), Costa Mesa, CA (5 grants) and Newport Beach, CA (4 grants).
Does Hoag Memorial Hospital Presbyterian give general operating support?
Occasionally: 2% of Hoag Memorial Hospital Presbyterian's 2024 grants with a stated purpose (1 of 49) were for general or operating support, per its 2024 IRS Form 990.
Who are Hoag Memorial Hospital Presbyterian's largest grantees?
Hoag Memorial Hospital Presbyterian's largest 2024 grantees include Share Our Selves Clinic ($3,344,828), Choc Children's Foundation ($1,196,300) and Alzheimer's Family Services Center ($800,000), according to its 2024 IRS Form 990. Together they received 62% of its itemized 2024 grant dollars.
How large is Hoag Memorial Hospital Presbyterian?
Hoag Memorial Hospital Presbyterian reported $4.9B in total assets on its 2024 IRS Form 990. Its revenue that year was $2.1B.
What does Hoag Memorial Hospital Presbyterian fund?
The organization’s stated mission is to provide the highest quality healthcare to the communities it serves. Its Community Benefit Program focuses on Orange County residents, particularly disadvantaged and underserved populations, and supports programs addressing health and social-service needs. See mission & focus areas ↑
How do I apply for a grant from Hoag Memorial Hospital Presbyterian?
Hoag Memorial Hospital Presbyterian has no public application process in the sources Grantable reviewed. Check hoag.org for current guidelines, or contact the foundation directly before submitting a request.
What is Hoag Memorial Hospital Presbyterian's EIN?
Hoag Memorial Hospital Presbyterian's EIN (Employer Identification Number) is 95-1643327. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching Hoag Memorial Hospital Presbyterian by hand.
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