Mission: The CHOC Foundation for children exists to generate community awareness and resources for Children's Hospital of Orange County (CHOC) and CHOC at Mission, supporting ... (More)

CHOC Foundation is a 501(c)(3) organization, with an IRS ruling year of 1965, and donations are tax-deductible.

Is this your nonprofit? Access your Star Rating Portal to submit data and edit your profile.


Contact Information

  https://foundation.choc.org/

  1120 W La Veta Ave
Suite 500
Orange CA 92868 

   Mail donations to:
1201 West La Veta
Orange CA 92868

  714-509-8690


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Financial and Accountability & Transparency score for CHOC Foundation is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.

You are viewing this organization's new Charity Navigator profile page. To view the legacy version, click here.

Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 90.55, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019. More recent filing data is available, but it has not been factored into this score, due to COVID-19's effect on this organization.

View this organization’s historical ratings.

Rating update postponed due to COVID-19's impact on this organization. View CHOC Foundation's response.


Back to Overall

Star Rated Report

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Program Expense

Program Expense Ratio

76.7%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

4.8%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

18.3%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

4.6%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.19


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

1.49 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

6.52%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors can be reluctant to contribute to a charity when their name, address, or other basic information may become part of donor lists that are exchanged or sold, resulting in an influx of charitable solicitations from other organizations. Our analysts check the charity's website to see if the organization has a donor privacy policy in place and what it does and does not cover. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Dennis Mcclellan, Former Vice President

$648,664 (1.74% of Total Expenses)


Douglas Corbin, Vice President

$467,268 (1.25% of Total Expenses)


Patrice Poidmore, Executive Director

$267,044 (0.72% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Scientific research (diseases) (BMF activity code: 161)

Contact or sponsored scientific research for industry (BMF activity code: 180)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.


CHOC Foundation reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Staffing

  • Administrative Capacity

  • Balance Sheet


How COVID-19 impacted the organization's operations financially:

CHOC curtailed or shut down many operational areas such postponing most elective surgeries and the low census (a drop of over 75%) in the Emergency Department (ED). The Mental Health Inpatient Center, one of CHOC’s lowest reimbursed service lines, saw increases in children and teens. CHOC also responded by providing large scale testing and vaccinations, providing onsite childcare for frontline associates, and investing in remote work infrastructure and equipment. From the outset, CHOC’s main focus was the health and safety of patients and families, which resulted in over $170 million in lost revenue and financial investments over the last 18 months. CHOC Foundation faired better, having reached its fundraising target in January 2020, seven months into the fiscal year. With several fundraising events cancelled or postponed during those last four months, CHOC leaned into raising financial support for the hospital, seeing some of its highest direct mail and corporate giving increases.


How COVID-19 impacted the organization's delivery of programs:

In March 2020, children and families began isolating at home resulting in low census in CHOC’s emergency department. Out of an abundance of caution, CHOC made the decision to place elective surgeries on hold, greatly affecting all specialty areas throughout the enterprise. Due to high positivity rates in Orange County, CHOC expanded its services to treat patients up to the age of 29, relieving neighboring ICUs that were over-impacted with COVID-19 patients. CHOC also released its NICU beds located at Mission and St. Joseph’s Hospitals, bringing those patients to CHOC’s Orange Campus, to allow these hospitals additional capacity to treat adult COVID patients. CHOC Foundation postponed many of its fundraising events to the summer of 2020 (Fiscal Year 2021). Fundraising teams got creative in engaging donors online and the corporate fundraising team was busier than ever, seeing an unprecedented number of in-kind donations of food, PPE and care packages to its medical staff.


How this organization adapted to changing conditions caused by COVID-19:

CHOC’s infectious disease department led the command center, providing updated information to associates during rapidly changing guidelines. In partnership with Hyundai Hope on Wheels, CHOC established an outdoor evaluation center, providing same day testing for COVID-19 which was impactful to returning elective procedures. CHOC primary care pediatricians personally contacted patients’ families to address concerns, and many offices were reconfigured to separate well-child and sick visits. CHOC also built out a robust telehealth platform averaging 500 visits a day, while the pharmacy team began delivery of medications to immunocompromised patients. In addition to implementing strict safety and infection prevention precautions, CHOC took innovative measures to bring fun and joy to patients during the pandemic through a number of virtual activities and within a few short weeks CHOC Human Resources and Information Systems Departments transitioned over 2,000 associates to remote work.


Innovations the organization intends to continue permanently after the pandemic:

CHOC plans to continue its telehealth program that as it has helped expand our reach to new patient populations. CHOC leadership has invested in infrastructure and resources to assist new remote workers and these affected departments have found new ways to stay connected throughout this time and will continue to reexamine a remote-hybrid workforce. CHOC associate health also brought psychology resources, offering telehealth consultations to staff and will continue to be part of our wellness program. CHOC Foundation has capitalized on the proliferation of QR codes, enabling our fundraising teams to have a presence throughout the CHOC enterprise across the region, while also allowing families and donors to have quick access to support CHOC in various ways. The transition to virtual events is also being considered on how to successfully integrate this platform into in-person events, engaging donors who can’t attend or no longer live close in proximity CHOC.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
4/1/20212019 90.55
11/1/20192018 85.97
2/1/20192017 91.07
12/22/20172016 90.39
12/21/20162015 86.27
12/1/20162015 85.68

This organization received multiple star ratings within this fiscal year, due to an update to its Accountability and Transparency data and/or the receipt of an amended Form 990.

7/1/20162014 91.31
6/1/20162014 89.44
Rating Version: 2.0
12/22/20152014 87.75
4/1/20152013 91.36
3/1/20152013 88.93
12/1/20132012 90.02
10/1/20122011 94.66
11/1/20112010 95.01
9/20/20112009 91.03
Rating Version: 1.0
10/1/20102009 93.68
10/1/20092008 92.82
10/1/20082007 98.88
12/1/20072006 83.41
11/1/20062005 90.14
11/1/20052004 89.15
12/1/20042003 72.69
11/1/20032002 82.42
6/9/20032001 63.26

Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

CHOC Foundation cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.


Back to Overall

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Largest Programs

Largest Programs



CHOC Foundation reported its three largest programs on its FY 2019 Form 990 as:


$26,208,364

Spent in most recent FY

86%

Percent of program expenses


Children's Hospital


$3,759,184

Spent in most recent FY

12%

Percent of program expenses


Community Awareness and Resources


$191,720

Spent in most recent FY

0%

Percent of program expenses


Children's Hospital at Mission


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by CHOC Foundation is a passing score. This score has no effect on the organization's Star Rating.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


The CHOC Foundation for children exists to generate community awareness and resources for Children's Hospital of Orange County (CHOC) and CHOC at Mission, supporting specific strategies that underscore the hospitals' local and national leadership in prevention, treatment and research programs. CHOC Foundation for Children's fundraising activities are guided by six philanthropic aspirations: to provide quality medical care for all children; to treat chronic and catastrophic illnesses; to emphasize illness and injury prevention; to support the well-being of children; to achieve medical breakthroughs; and to serve as a community leader and partner in the care of children.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


To be the leading destination for children’s health by providing exceptional and innovative care.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: GROW - Expand marquee/destination programs and ambulatory and outreach programs across locations

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: TRANSFORM - Continue to transform and highlight pediatric mental health

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Goal Three: INNOVATE - Expand our research and discovery platforms

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

CHOC and CHOC Foundation are very invested in the professional development of its associates. In February 2019, CHOC launched CHOC University with a mission to provide educational and development opportunities to all associates, physicians and volunteers. CHOC is committed to be a learning organization focused on developing programs, tools and support that encourages all participants to increase their knowledge, competence and performance levels on a continuous basis. CHOC University includes a robust leadership series, open to all associates, focused on building CHOC leaders from within. The curriculum includes topics such as addressing performance, building effective teams, coaching for success, and communicating for results, among others. These courses have shifted to virtual classrooms to ensure CHOC associates have the ability to remain engaged in their professional development.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

In 2020-21, CHOC’s Research Institute expanded its in-person Grand Rounds educational sessions to a virtual platform, spotlighting the innovative work at CHOC and making CHOC research and learning of pediatric best practices available on a national scale. CHOC’s recently established maternal-fetal program see’s CHOC physicians provide in utero care to expecting moms at UCI Medical Center, while CHOC continues its community work, building programs such as Well Spaces on Orange County school campuses where students have access to CHOC’s physical and mental health resources. And the trauma-informed schools program where CHOC mental health associates train private and public school staff to recognize and provide resources for children experiencing trauma. CHOC Marketing has expanded CHOC’s presence in and around Orange County, focused, not just on promoting CHOC services, but publishing health information and serving as a vital public health resource in the region.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


As a pediatric healthcare system, the pandemic had a direct impact on our organization. Our successful adaptability to the pandemic has highlighted our culture of innovation and collaboration. United by common, clear goals we accomplished a lot: we established daycare, featuring robust programming, within 72 hours; we launched a 24/7 nurse helpline in two days; we quickly enabled a remote workforce, for which we provided ergonomic support and technology assistance; we implemented new safety measures, including an online screening tool and a vaccine dashboard; we delivered medications to medically fragile patients; we created outdoor evaluation centers to accelerate COVID testing; we provided an on-site market to make grocery shopping stress-free; and we enhanced spiritual care programs that support mental and emotional well-being. These are just a few examples of adapting to our new normal. We did all of this while still advancing care and research because our children’s health and the hope for their futures require us to push the boundaries of what is possible.

Source: Nonprofit submitted responses

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Organization Leadership

Organization Leadership


Doug Corbin

Sr. VP & CDO

Monica Furman

Chair

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

Not Currently Scored

CHOC Foundation is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback or Diversity, Equity, & Inclusion data. Nonprofit organizations are encouraged to fill out the How We Listen and Equity Practices sections of their Candid profile.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


Back to Overall

Culture & Community Report

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Diversity, Equity, & Inclusion


This organization has not provided information regarding the diversity, equity and inclusion (DEI) practices it is presently implementing. As such, the organization has not earned a score on this metric. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.



Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

The Giving Basket is having some issues. If you wish to donate, please refresh the page. If the problem persists contact us.
Cart ID: Not Assigned

Charity Navigator

Error attempting donation

You're too fast!

Your donation attempt encountered a problem. Please refresh the page to try again.

You're faster than our page! Give the page a little longer to finish loading and try your donation again.