CHOC FOUNDATION (EIN 956097416) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

KIMBERLY C CRIPE

Phone

7149973000

Tax Period

2024-07-01 to 2025-06-30

CHOC FOUNDATION, founded in 1964, is a mid-sized nonprofit in the Health Care sector that reported $61.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $9.6M, a strong 16% operating margin.

Mission

SUPPORTING CLINICAL AND NONCLINICAL SERVICES, AND MEDICAL EDUCATION, RESEARCH AND ALLIED FIELDS OF PEDIATRIC AT CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHILDREN'S HOSPITAL AT MISSION AND ITS AFFILIATES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $50,948,478

Program Service Revenue $0

Investment Income $10,817,751

Other Revenue $-155,383

TOTAL REVENUE $61,610,846

Expense Breakdown

Grants Paid $37,108,870

Salaries & Benefits $10,305,931

Fundraising Expenses $7,091,318

Program Expenses $42,683,896

Other Expenses $4,561,698

TOTAL EXPENSES $51,976,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,610,846	$56,192,245	+0.1%
Expenses	$51,976,499	$39,015,092	+0.3%
Net Income	$9,634,347	$17,177,153	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$10,405,000

Total Directors

$2,444,654

Key Employees

$1,029,043

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY CRIPE	PRESIDENT & CEO	2.00	Officer Director	$0	$31,405	$2,444,654
CHRIS AINSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ANGELOS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ARGYROS	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON BALL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE BIXBY MD	DIRECTOR	1.00	Director	$0	$0	$0
BRIGG BUNKER	DIRECTOR	1.00	Director	$0	$0	$0
ANNIKA CHASE	DIRECTOR	1.00	Director	$0	$0	$0
BILL CHENEY	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE CHENG	DIRECTOR	1.00	Director	$0	$0	$0
LANAN CLARK	DIRECTOR	1.00	Director	$0	$0	$0
JIM CONROY	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE CORTES	DIRECTOR	1.00	Director	$0	$0	$0
NILOOFAR FAKHIMI	SECRETARY	2.00	Officer Director	$0	$0	$0
MONICA FURMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTOPHER HARRISON	CHAIR	3.50	Officer Director	$0	$0	$0
ERIC HART	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HOLLEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JENNIE LYNN JOHANSON-MAYA	DIRECTOR	1.00	Director	$0	$0	$0
JASON KNIGHT MD	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE MATROS	DIRECTOR	1.00	Director	$0	$0	$0
DELPHINE LEE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RYAN MOORE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
AMY MORHAIME	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MYERS	DIRECTOR	1.00	Director	$0	$0	$0
TUSDI VOPAT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GRAHAM SIDERIUS	DIRECTOR	1.00	Director	$0	$0	$0
JANE YADA	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK FRIAS MD	PRESIDENT & CEO	2.00	Officer	$0	$44,864	$2,563,540
KERRI RUPPERT SCHILLER	EVP & CFO (THRU 04/2025)	5.00	Officer	$0	$40,202	$1,182,643
JAMES ULI JR	EVP & CFO	2.00	Officer	$0	$22,310	$1,153,655
KIMBERLEY MILSTIEN	EVP & COO, REGIONAL PRESIDENT	3.00	Officer	$0	$135,453	$1,180,903
JAY GABRIEL	CHIEF LEGAL OFFICER & SECRETARY	2.00	Officer	$0	$49,577	$947,668
JILL STRICKLAND	CHIEF ADMINISTRATIVE OFFICER (CAO)	2.00	Officer	$0	$33,381	$931,937
JESSICA MILEY	SR. VP, CHIEF DEVELOPMENT OFFICER (START 05/2023)	40.00	Key Emp	$916,680	$112,363	$1,029,043
WAYNE COMBS	ASSOCIATE VP, OPERATIONS & ADMINISTRATIVE SERVICES	40.00	Highest	$319,223	$27,841	$347,064
KARLA MICALIZZI	ASSOCIATE VP, ADVANCEMENT	40.00	Highest	$259,296	$8,266	$267,562
PATRICE POIDMORE	ASSOCIATE VP, CORPORATE & COMMUNITY ENGAGEMENT	40.00	Highest	$324,860	$26,164	$351,024
ZACHARIAH ABRAMS	ASSISTANT VP, COMMUNITY ENGAGEMENT	40.00	Highest	$271,418	$13,928	$285,346
ANNAMARIA AHERN	ASSISTANT VP, ANNUAL GIVING	40.00	Highest	$239,239	$20,081	$259,320

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$61,610,846	$51,976,499	$55,541,705	$9,634,347
2024	$56,192,245	$39,015,092	$137,010,566	$17,177,153
2023	$41,796,921	$39,270,421	$114,385,665	$2,526,500
2022	$45,604,611	$40,192,612	$109,760,102	$5,411,999
2021	$39,351,091	$33,083,025	$110,874,633	$6,268,066
2020	$51,294,493	$37,830,963	$91,223,455	$13,463,530
2019	$38,548,517	$37,293,955	$77,909,048	$1,254,562
2018	$40,270,971	$26,547,216	$74,531,199	$13,723,755

CHOC FOUNDATION