Saddleback Memorial Foundation

Nonprofit profile at a glance

EIN
330011887
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Laguna Hills, CA, USA
Phone
9494523680
Rating
73
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Fund Raising and Fund Distribution

Official website

Reported finances

Revenue
$7,268,134
Expenses
$8,019,553
Assets
$186,663,293
Liabilities
$4,568,081

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

29 people listed

Executive titles in this filing

  • MARCIA MANKER (BOARD MEMBER, CEO SMMC)
  • CHRISTY WARD (PRESIDENT)

Highest reported compensation

  • MARCIA MANKER (BOARD MEMBER, CEO SMMC): $1,700,117 total reported compensation
  • SHELA KANESHIRO MCSS CHIEF (CLINICAL TRANSFORMATION OFFICER): $804,432 total reported compensation
  • CHRISTY WARD (PRESIDENT): $634,767 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To develop the philanthropic resources necessary to strengthen the ability of saddleback memorial medical center to enhance the health and well-being of individuals, families, and our community.

What it reported doing in 2024

Other program services consist of grants to saddleback memorial medical center for the following amounts and related programs: anesthesia coverage (emergency dept) - $340,000nurse navigator (cancer services) - $247,812nurse navigator (cancer services-breast center) - $221,386non-rn navigators (breast center) - $185,715nurse navigator (cancer services-lung cancer) - $178,906nurse navigator (spine-joint-rehab services) - $165,250surgical services (general surgery) - $159,765neuro-surgery coverage (emergency dept) - $158,600gastroenterology services (emergency dept) - $126,612nurse navigator (interventional radiology) - $123,746social worker, msw (oncology services) - $120,184licensed social worker for laguna woods 55+ senior program - $117,000neuro-interventional coverage/stroke patients (emergency dept) - $104,177gynecology coverage and services (emergency dept) - $101,250nurse practitioners (cardiac services) - $74,417nurse educator (emergency dept) - $66,333nurse navigator (behavioral health-emergency dept) - $61,967nursing scholarship awards - $60,744senior advocate 55+ program/patient concierge - $50,000nurse navigator (women's health services) - $47,320nurse educator (hospital elder life program, h.e.l.p.) - $46,126postpartum support group classes (for new moms/babies) - $40,333nursing education and certification - $31,469community outreach events-laguna woods - $19,215oncology nutrition program - $19,027women's services-ob physician outreach event - $15,060outpatient pharmacy support - $13,594privacy screens (emergency dept) - $11,291oncology physician outreach event - $10,944oncology nutrition video modules - $8,591phlebotomy training/education (emergency dept) - $3,235women services "bump & beyond" event - $2,890hospital elder life program (h.e.l.p.) support - $2,455onco-ballet classes (women's health pavilion) - $2,100laguna woods health-wellness expo - $2,088spinal hope support group - $1,500radiation/oncology aamd conference - $1,100ems appreciation event - $954cardiac services-heart disease awareness event - $849

Operating model

Revenue model
Donor-supported. 90% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 72
  • Accountability: 76
  • Sustainability: 49
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 61.2%; rating input score 61
  • Fundraising efficiency: $1.41 raised per $1 spent on fundraising; rating input score 3; 3rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.4%; rating input score 94; 24th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 73.9%; rating input score 74; 12th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -10.3%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 23.28; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 78; 78th percentile among comparable filings
  • Officer compensation ratio: 6.9%; rating input score 42; 42nd percentile among comparable filings

Growth

  • Program expense growth: 5.5% per year; rating input score 100; 43rd percentile among comparable filings
  • Revenue growth: -0.5% per year; rating input score 0; 10th percentile among comparable filings
  • Asset growth: 3.6% per year; rating input score 100; 27th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 61.2% of spending went to programs
  • Governance: 17 of 23 board members independent · 7 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $4.9M in reported program spending
  • Leadership: top reported pay $1.7M · 29 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $116K reported
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 14 filed related-organization links
  • 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.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 3/100.
  • High — Sustainability: Operating margin scored 13/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 42/100.