Hoffman Institute Foundation
Nonprofit profile at a glance
- EIN
- 330627187
- IRS 990 coverage
- 2015–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- San Rafael, California, USA
- Phone
- 800-506-5253 / 415-485-5220
- Rating
- 70
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Educational Services and Schools - Other
Reported finances
- Revenue
- $34,243,905
- Expenses
- $14,652,360
- Assets
- $26,166,207
- Liabilities
- $4,139,153
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
25 people listed
Executive titles in this filing
- ANN INGRASCI (PRESIDENT / CEO)
Highest reported compensation
- MARISSA INGRASCI (DIR MARKETING, FACULTY MGR): $229,461 total reported compensation
- MATTHEW BRANNAGAN (VP, COO, SUPV TEACHER): $214,219 total reported compensation
- MARC KAPLAN (TEACHER, FACULTY SUPPORT): $211,471 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Hoffman Process, founded by Bob Hoffman in 1967, is a week-long, in-person retreat. It is the only program of its kind offering evidence-based transformational work proven to deliver lasting results.
What it reported doing in 2024
The key activities in 2024 focused on expanding the hoffman institute foundation's personal growth and human potential programs across the united states and canada. These programs include the hoffman process and hoffman essentials. This was the first full year of ownership of hoffman institute canada, a wholly owned subsidiary whose activities continue to advance the hoffman mission in canada.in total, 60 hoffman process intensives were offered, serving 2,070 participants. Additionally, 9 in-person graduate intensives were held, with 240 participants, and 73 other virtual or hybrid courses were provided, reaching 1,221 participants.other notable accomplishments include the launch of an extensive strategic design planning initiative, the receipt of an extraordinary anonymous donation of $20 million, and the establishment of the first endowment of $150,000, designated for program scholarships.
Operating model
- Revenue model
- Donor-supported. 65% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 93% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and the filing reports few safeguards for money sent abroad.
Rating breakdown
- Financial Efficiency: 52
- Transparency & Controls: 74
- Accountability: 91
- Sustainability: 70
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 34.1%; rating input score 34
- Program expense ratio: 79.2%; rating input score 79
- Fundraising efficiency: $20.73 raised per $1 spent on fundraising; rating input score 58; 58th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Scored; rating input score 0
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 84.6%; rating input score 85; 18th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 57.2%; rating input score 95; 95th percentile among comparable filings
- Total-asset coverage ratio: 1.79; rating input score 58; 58th percentile among comparable filings
- Liabilities to assets ratio: 0.16; rating input score 64; 64th percentile among comparable filings
- Officer compensation ratio: 16.3%; rating input score 7; 7th percentile among comparable filings
Growth
- Program expense growth: 13% per year; rating input score 100; 79th percentile among comparable filings
- Revenue growth: 19.5% per year; rating input score 100; 92nd percentile among comparable filings
- Asset growth: 35.2% per year; rating input score 100; 97th percentile among comparable filings
Details
- What they do: 2 operating locations identified
- Where the money goes: 34.1% of revenue deployed · 79.2% of spending went to programs
- Governance: 11 of 13 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $11.6M in reported program spending
- Leadership: top reported pay $229K · 25 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $2.2M reported
- Consistency: 35 of 35 current checks pass
- Schedules: 10 filed schedules · includes major donors, foreign activity, grants, executive pay, and related organizations
- Filing history: 10 filing years from 2015 to 2024
- Contacts: How to reach this organization
- Money network: 14 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 34/100.
- High — Transparency & Controls: Foreign activity oversight scored 0/100.
- Review — Financial Efficiency: Fundraising efficiency scored 58/100.
- Review — Sustainability: Total-asset coverage ratio scored 58/100.
- High — Sustainability: Officer compensation ratio scored 7/100.