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Health : Treatment and Prevention Services (Grantmaking)

CHOC Foundation

Providing the resources necessary for Children's Hospital of Orange County and CHOC at Mission

four stars

90.39

505 South Main Street Suite 800
Orange, CA 92868
tel: (714) 509-8690   Web Site
EIN: 95-6097416

Board Leadership
Shruti Miyashiro
Board Chair

CEO
Dennis McClellan
Senior Vice President, Chief Development Officer

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 90.39 four stars
  Financial 87.02 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/22/2017 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?

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.

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.

Learn more about how we calculate the overall score and rating.

Financial

three stars

87.02

Accountability & Transparency

four stars

96.00

This rating was published 12/22/2017 and includes data from FY2016, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 74.6%
  Administrative Expenses 9.2%
  Fundraising Expenses 16.1%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) 1.96
  Program Expenses Growth 12.3%
  Liabilities to Assets 1.6%
All data for Financial Performance Metrics calculations was provided by CHOC Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by CHOC Foundation on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
CHOC Foundation (CA) 90.39 four stars
Lynn Sage Cancer Research Foundation (IL) 92.74 four stars
Children's Miracle Network Hospitals (UT) 87.62 three stars
ALSAC - St. Jude Children's Research Hospital (TN) 89.83 three stars
Sankara Eye Foundation, USA (CA) 100.00 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $20,049,336
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $3,572,969
   Related Organizations $0
   Government Grants $0
Total Contributions $23,622,305
   Program Service Revenue $0
Total Primary Revenue $23,622,305
   Other Revenue $761,787
TOTAL REVENUE $24,384,092
   
EXPENSES  
   Program Expenses $24,946,468
   Administrative Expenses $1,731,438
   Fundraising Expenses $4,456,759
TOTAL FUNCTIONAL EXPENSES $31,134,665
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-6,750,573
   
Net Assets $67,664,425

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Children's Hospital $22,586,826 90.5%
Community Awareness and Resources $2,044,554 8.2%
Children's Hospital at Mission $315,088 1.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 12/22/2017 90.39 four stars
2015-06 12/21/2016 86.27 three stars
2015-06 12/01/2016 85.68 three stars
2014-06 07/01/2016 91.31 four stars
2014-06 06/01/2016 89.44 three stars
 
CN 2.0
2014-06 12/22/2015 87.75 three stars
2013-06 04/01/2015 91.36 four stars
2013-06 03/01/2015 88.93 three stars
2012-06 12/01/2013 90.02 four stars
2011-06 10/01/2012 94.66 four stars
2010-06 11/01/2011 95.01 four stars
2009-06 09/20/2011 91.03 four stars
 
CN 1.0
2009-06 10/01/2010 93.68 four stars
2008-06 10/01/2009 92.82 four stars
2007-06 10/01/2008 98.88 four stars
2006-06 12/01/2007 83.41 three stars
2005-06 11/01/2006 90.14 four stars
2004-06 11/01/2005 89.15 three stars
2003-06 12/01/2004 72.69 two stars
2002-06 11/01/2003 82.42 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 95-6097416
Name in IRS Master File CHOC FOUNDATION
NTEE Code E24
NTEE Classification Hospital, Specialty
NTEE Type Health - General and Rehabilitative
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (161) Scientific research (diseases)
(180) Contact or sponsored scientific research for industry
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
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).
Group Name [Not Applicable]
Ruling Date March, 1965
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$227,399 0.73% Patrice Poidmore Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
CHOC Foundation (CA) 90.39 four stars
Children's Hospital of Wisconsin Foundation (WI) 87.65 three stars
Riley Children's Foundation (IN) 90.48 four stars
American Friends of ALYN Hospital (NY) 89.11 three stars
Virginia Mason Health System (WA) 89.12 three stars

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Charity Contact Info

CHOC Foundation
505 South Main Street
Suite 800
Orange, CA 92868
tel: (714) 509-8690
EIN: 95-6097416

Mail donations to:
1201 West La Veta
Orange, CA 92868

Visit Web Site

Board Leadership

Shruti Miyashiro
Board Chair

CEO

Dennis McClellan
Senior Vice President, Chief Development Officer

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