Choc Foundation FY2020 filing

Tax-deductible

Orange, CA501(c)(3)Since 1964HospitalsEIN 95-6097416Revenue $51.3M in FY2020

On file with the IRSchoc.org1201 W La Veta Ave, 92868-4203 · Orange, CATax-exempt since Mar 1965Publicly supported charity — 170(b)(1)(A)(vi)

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Choc Foundation was formed to help support clinical and nonclinical services, medical education, research and allied fields of pediatrics at children's hospital of orange county, children's hospital at mission and to support its affiliates.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$1.9M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $9.1M a year · 18% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.9M
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
11
named funders · $446K
Looks good: 11 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.0M
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
24
of 25 voting members
Looks good: 24 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$51.3M
Spent
$37.8M
To programs
79%
Net assets
$88.2M
By yearFY2020–FY2025
Revenue
$51.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$51.3M
FY2021$39.4M
FY2022$45.6M
FY2023$41.8M
FY2024$56.2M
FY2025$61.6M
Expenses
$37.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$37.8M
FY2021$33.1M
FY2022$40.2M
FY2023$39.3M
FY2024$39.0M
FY2025$52.0M
Net assets
$88.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$88.2M
FY2021$101.7M
FY2022$98.2M
FY2023$105.1M
FY2024$127.9M
FY2025$45.0M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $29.9M Management & general 5% · $1.7M Fundraising 16% · $6.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

35 people listed on the 990; $1.9M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Vice President
$647,640Pt VII · Sec A
Asst. Vp,leadership Giving
$273,212Pt VII · Sec A
Associate VP, Operations & Adm
$269,268Pt VII · Sec A
Executive Director
$268,417Pt VII · Sec A
Director Major Gifts
$242,533Pt VII · Sec A
Assistant VP, Comm Engagement
$209,008Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jessica Miley’s $917K as SR. VP, Chief Development Officer (start 05/2023) is at the 92nd percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jessica Miley$916,680$735,715————
Douglas Corbin—$519,372$691,382$706,681$708,337$647,640
Kara Kipp—$408,117$244,855$243,789$248,622$242,533
Patrice Poidmore$324,860$305,148$297,150$284,370$289,583$268,417
Wayne Combs$319,223$299,594$291,755$281,505$282,313$269,268
Zachariah Abrams$271,418$277,970$269,214$243,204$229,574$209,008
Brian Panique—————$273,212
Anthony Jennison————$268,668—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Raises philanthropic funds and community awareness to support pediatric healthcare, medical education, and research at the Children's Hospital of Orange County and its affiliates.

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Provided by the organization

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3 programs · $29.9M · in their own filed words · FY2019
01

Childrens hospital of Orange County provides specialized pediatric services for the care of children and young adults. During this year, there were 69,726 days of inpatient care; 83,415 emergency room visits; 11,086 surgeries; 2,549 day health visits and 674,978 primary and specialty care clinic visits.

$25.0Mprogram expense
02

CHOC Foundation generates community awareness and resources for CHOC Children's and CHOC Children's at Mission. The Foundation secures philanthropic support for health and well being of children.

$4.5Mprogram expense
03

Children hospital at Mission funds support affiliated acute care pediatric hospital. Facility provides pediatric, neonatal and care for emergency services. There were 8,455 inpatient care days 12,335 emergency room visits; 567 surgeries and 18,453 outpatient visits.

$345Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
See all 11 funders →
Grants paid · 16 grants · $161.4M · 2019–2024

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$51.3M
Ln 12
Gifts and grantsLn 1h$47.6M
Other incomeLn 4–11$2.2M
Investment incomeLn 3$1.6M
Money outPt IX
$37.8M
Ln 25
Programscol B$29.9M
Managementcol C$1.7M
Fundraisingcol D$6.2M
Owns and owesPt X
$88.2M
net assets · Ln 32
Cash and savingsLn 1–2$4.1M
Total assetsLn 16$91.2M
LiabilitiesLn 26$3.0M
PeoplePt VI, VII
35
listed · VII A
PaidVII A6
Voting boardVI 1a25
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$47.6M
Noncash giftsLn 1g$226K
Fundraising eventsLn 1c$3.9M
Investment incomeLn 3$1.6M
Other incomeLn 4–11$2.2M
Gains on assetsLn 7$30K
Total revenueLn 12$51.3M
Assets in detailPt X, end of year
CashLn 1$3.7M
SavingsLn 2$396K
Cash and savings togetherLn 1–2$4.1M
InvestmentsLn 11–13$60.5M
Land, buildings, equipmentLn 10c$903K
Other assetsLn 15$587K
Total assetsLn 16$91.2M
LiabilitiesLn 26$3.0M
Net assetsLn 32$88.2M
OperationsPt I, VI
EmployeesI 565
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$8.4M$4.1M
InvestmentsLn 11–13$52.2M$60.5M
Land, buildings, equipmentLn 10c$1.0M$903K
Total assetsLn 16$77.9M$91.2M
LiabilitiesLn 26$3.7M$3.0M
Net assetsLn 32$74.3M$88.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$25.3M$25.3M
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$690K$414K$69K$207K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$5.9M$2.5M$704K$2.6M
Pension plan contributionsLn 8$119K$51K$14K$53K
Other employee benefitsLn 9$1.1M$473K$132K$495K
Payroll taxesLn 10$434K$187K$52K$195K
Management feesLn 11a$870K$224K$240K$406K
Legal feesLn 11b$0
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$42K$42K
Other fees for servicesLn 11g$1.1M$99K$101K$923K
Advertising and promotionLn 12$457K$76K$57K$325K
Office expensesLn 13$41K$8K$5K$28K
Information technologyLn 14$284K$155K$9K$119K
RoyaltiesLn 15$0
OccupancyLn 16$702K$218K$218K$266K
TravelLn 17$109K$3K$4K$103K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$91K$21K$16K$54K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$153K$50K$50K$52K
InsuranceLn 23$2K$2K$2K−$3K
Other expenses (24a–d)Ln 24$402K$22K$23K$356K
Total functional expensesLn 25$37.8M$29.9M$1.7M$6.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $61.6M$52.0M$9.6M$45.0M 990 PDF
FY2024 $56.2M$39.0M$17.2M$127.9M 990 PDF
FY2023 $41.8M$39.3M$2.5M$105.1M 990 PDF
FY2022 $45.6M$40.2M$5.4M$98.2M 990 PDF
FY2021 $39.4M$33.1M$6.3M$101.7M 990 PDF
FY2020 Viewing $51.3M$37.8M$13.5M$88.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $51,294,493 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $34,672,332$47,557,591
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,499,971$1,552,727
I-11 Other revenuePrior year $2,376,214$2,184,175
I-12 Total revenuePrior year $38,548,517$51,294,493
I-13 Grants and similar amounts paidPrior year $26,400,084$25,344,086
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,030,302$8,208,364
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,863,569$4,278,513
I-18 Total expensesPrior year $37,293,955$37,830,963
I-19 Revenue less expensesPrior year $1,254,562$13,463,530
Part VI · Governance 24 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members24
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $51,294,493 across 10 lines filed
VIII-1c Fundraising events$3,874,521
VIII-1f All other contributions, gifts and grants$43,683,070
VIII-1g Noncash contributions (included above)$225,956
VIII-1h Total contributions, gifts and grants$47,557,591
VIII-3 Investment incomeExcluded from tax $1,522,319$1,522,319
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $30,408$30,408
VIII-8 Net income from fundraising eventsExcluded from tax $2,184,175$2,184,175
VIII-12 Total revenueExcluded from tax $3,736,902$51,294,493
Part IX · Statement of functional expenses $37,830,963 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $25,344,086$25,344,086
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $413,764 · Management $68,961 · Fundraising $206,882$689,607
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $2,522,023 · Management $703,820 · Fundraising $2,639,326$5,865,169
IX-8 Pension plan contributionsPrograms $51,022 · Management $14,239 · Fundraising $53,394$118,655
IX-9 Other employee benefitsPrograms $473,407 · Management $132,113 · Fundraising $495,425$1,100,945
IX-10 Payroll taxesPrograms $186,615 · Management $52,079 · Fundraising $195,294$433,988
IX-11a Management feesPrograms $224,035 · Management $239,685 · Fundraising $406,183$869,903
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,750$1,750
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $42,483$42,483
IX-11g Other fees for servicesPrograms $99,126 · Management $101,304 · Fundraising $923,213$1,123,643
IX-12 Advertising and promotionPrograms $75,915 · Management $56,675 · Fundraising $324,696$457,286
IX-13 Office expensesPrograms $7,593 · Management $5,262 · Fundraising $28,214$41,069
IX-14 Information technologyPrograms $155,466 · Management $9,193 · Fundraising $119,341$284,000
IX-15 Royalties$0
IX-16 OccupancyPrograms $217,955 · Management $217,955 · Fundraising $266,071$701,981
IX-17 TravelPrograms $3,445 · Management $3,507 · Fundraising $102,542$109,494
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $20,628 · Management $16,310 · Fundraising $54,127$91,065
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $50,375 · Management $50,375 · Fundraising $51,902$152,652
IX-23 InsurancePrograms $2,389 · Management $2,389 · Fundraising −$3,185$1,593
IX-24 Other expenses (24a–d)Programs $22,004 · Management $23,180 · Fundraising $356,410$401,594
IX-25 Total functional expensesPrograms $29,869,848 · Management $1,741,280 · Fundraising $6,219,835$37,830,963
Part X · Balance sheet $91,223,455 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $7,864,044$3,720,058
X-2 Savings and temporary cash investmentsStart of year $518,192$396,494
X-3 Pledges and grants receivableStart of year $15,472,961$24,688,605
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $377,099$395,230
X-10c Land, buildings and equipment, netStart of year $1,045,739$902,641
X-11 Publicly traded securitiesStart of year $52,238,226$60,533,313
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $392,787$587,114
X-16 Total assetsStart of year $77,909,048$91,223,455
X-17 Accounts payable and accrued expensesStart of year $1,650,870$1,618,110
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $2,001,313$1,359,893
X-26 Total liabilitiesStart of year $3,652,183$2,978,003
X-27 Net assets without donor restrictionsStart of year $23,535,120$20,691,778
X-28 Net assets with donor restrictionsStart of year $50,721,745$67,553,674
X-32 Total net assets or fund balancesStart of year $74,256,865$88,245,452
X-33 Total liabilities and net assetsStart of year $77,909,048$91,223,455
Part XI · Reconciliation of net assets $88,245,452 net assets at year end
XI-1 Total revenue$51,294,493
XI-2 Total expenses$37,830,963
XI-3 Revenue less expenses$13,463,530
XI-4 Net assets at start of year$74,256,865
XI-5 Net unrealized gains (losses) on investments$330,728
XI-9 Other changes in net assets$194,329
XI-10 Net assets at end of year$88,245,452

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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