Civic Intelligence

The Hca Hope Fund

EIN 47-0957872 • 501(c)3 • Nashville, TN

Profile

The hca hope fund operates as a way to help employees of affiliates of hca holdings, inc. And their families who are affected by financial hardship due to an event beyond their control, including disasters, death, extended illness or injury, domestic violence, and other special situations.

PO Box 550Nashville, TN 37202-0550

www.hcahopefund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

51st percentile

4.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$19,833,685

Up $901,140 (+4.8%) from 2023

Liabilities

Up

$161,127

Up $157,849 (+4815%) from 2023

Net Assets

Up

$19,672,558

Up $743,291 (+3.9%) from 2023

Revenue

Up

$15,753,622

Up $3,913,304 (+33%) from 2023

Expenses

Up

$14,942,055

Up $2,950,400 (+25%) from 2023

Net Income

Up

$811,567

Up $962,904 (+636%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $7,932,235Liabilities 2011: $17,643Net Assets 2011: $7,914,5922011Assets 2012: $9,204,732Liabilities 2012: $20,859Net Assets 2012: $9,183,8732012Assets 2013: $11,168,610Liabilities 2013: $0Net Assets 2013: $11,168,6102013Assets 2014: $12,404,985Liabilities 2014: $9,813Net Assets 2014: $12,395,1722014Assets 2015: $13,159,370Liabilities 2015: $0Net Assets 2015: $13,159,3702015Assets 2016: $14,710,401Liabilities 2016: $41,461Net Assets 2016: $14,668,9402016Assets 2017: $15,312,244Liabilities 2017: $80,069Net Assets 2017: $15,232,1752017Assets 2018: $15,613,240Liabilities 2018: $11,119Net Assets 2018: $15,602,1212018Assets 2019: $16,247,118Liabilities 2019: $4,736Net Assets 2019: $16,242,3822019Assets 2020: $20,700,661Liabilities 2020: $701Net Assets 2020: $20,699,9602020Assets 2021: $21,200,285Liabilities 2021: $44,495Net Assets 2021: $21,155,7902021Assets 2022: $18,698,016Liabilities 2022: $10,766Net Assets 2022: $18,687,2502022Assets 2023: $18,932,545Liabilities 2023: $3,278Net Assets 2023: $18,929,2672023Assets 2024: $19,833,685Liabilities 2024: $161,127Net Assets 2024: $19,672,5582024

Highlighted filing

2024

Assets$19,833,685
Liabilities$161,127
Net Assets$19,672,558

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,434,0252011Expenses 2012: $2,878,4492012Revenue 2013: $4,645,787Expenses 2013: $2,680,641Net Income 2013: $1,965,1462013Revenue 2014: $5,256,901Expenses 2014: $4,012,635Net Income 2014: $1,244,2662014Revenue 2015: $6,667,631Expenses 2015: $5,902,018Net Income 2015: $765,6132015Revenue 2016: $7,786,332Expenses 2016: $6,276,012Net Income 2016: $1,510,3202016Revenue 2017: $9,819,417Expenses 2017: $9,258,486Net Income 2017: $560,9312017Revenue 2018: $8,393,886Expenses 2018: $8,022,270Net Income 2018: $371,6162018Revenue 2019: $9,061,979Expenses 2019: $8,567,983Net Income 2019: $493,9962019Revenue 2020: $15,209,023Expenses 2020: $11,001,911Net Income 2020: $4,207,1122020Revenue 2021: $11,328,129Expenses 2021: $11,184,626Net Income 2021: $143,5032021Revenue 2022: $10,980,919Expenses 2022: $12,881,086Net Income 2022: -$1,900,1672022Revenue 2023: $11,840,318Expenses 2023: $11,991,655Net Income 2023: -$151,3372023Revenue 2024: $15,753,622Expenses 2024: $14,942,055Net Income 2024: $811,5672024

Highlighted filing

2024

Revenue$15,753,622
Expenses$14,942,055
Net Income$811,567

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.16$19.7$15.8$14.9$0.81
2023Summary only. Only limited summary data is available for this year.$18.9$0.00$18.9$11.8$12.0$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$0.01$18.7$11.0$12.9$1.90
2021Summary only. Only limited summary data is available for this year.$21.2$0.04$21.2$11.3$11.2$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.00$20.7$15.2$11.0$4.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$9.06$8.57$0.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.01$15.6$8.39$8.02$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.08$15.2$9.82$9.26$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.04$14.7$7.79$6.28$1.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$6.67$5.90$0.77
2014Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$5.26$4.01$1.24
2013Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$4.65$2.68$1.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.20$0.02$9.18$2.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.93$0.02$7.91$1.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 6, 2025
Return Version
2024v5.1
Gross Receipts
$15,979,147
Mission and Program Overview

Mission

The hca hope fund (the "hope fund") operates to help current and former employees of affiliates of hca healthcare, inc., individuals who provide contract services to affiliates of hca healthcare, inc., and their respective families who are affected by financial hardship due to an event beyond their control, including disasters, death of an eligible individual or immediate family member, extended illness or injury, domestic violence, and other special situations.

Provide assistance to current and former employees of affiliates of hca healthcare, inc., individuals who provide contract services to affiliates of hca healthcare, inc., and their respective families in times of need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$12,692,467$12,355,236▼ $337,231
Investments Other Securities$2,974,573$3,522,735▲ $548,162
Pledges and Grants Receivable$2,428,334$3,202,169▲ $773,835
Prepaid Expenses and Deferred Charges$337,027$369,122▲ $32,095
Cash and Non-Interest-Bearing Accounts$418,474$332,163▼ $86,311
Investments in Publicly Traded Securities$53,225$0▼ $53,225
Inventories for Sale or Use$22,024$44,678▲ $22,654
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$18,932,545$19,833,685▲ $901,140
Other Assets Total$6,421$7,582▲ $1,161
Liabilities
Accounts Payable and Accrued Expenses$3,278$129,477▲ $126,199
Grants Payable$0$31,650▲ $31,650
Total Liabilities$3,278$161,127▲ $157,849
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,871,655$18,520,430▲ $648,775
Net Assets With Donor Restrictions$1,057,612$1,152,128▲ $94,516
Total Net Assets Fund Balance$18,929,267$19,672,558▲ $743,291
Total Liabilities and Net Assets / Fund Balance$18,932,545$19,833,685▲ $901,140

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$64,631$64,631
Other Securities$833,787--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer BerresChair
Sam HazenEx-officio Honorary Chair
Joe FlynnPresident
Joanne F PullesVice Chair
Anna BackmanDirector
Chad WassermanDirector
Dan MillerDirector
David ShimpDirector
Deb ReinerDirector
Eric EvansDirector
George Helmrich MdDirector
Jackie Van BlaricumDirector
Jillian EischeidDirector
Jorie MatijevichDirector
Kenneth JonesDirector
Lasharndra BarbarinDirector
Laura MalaiseDirector
Nina EvansDirector
Rachel WhiteDirector
Randy FaginDirector
Rebecca BarnesDirector
Richard HammettDirector
Ryan JensenDirector
Shannon DauchotDirector
Stephanie WiseDirector
Ted JohnsonDirector
Tom OzburnDirector
Jaya Kumar Thru 52024Former Director
Sonia Wellman Thru 72024Former Director
Ronald Lee Grubbs JrAssistant Secretary
Susan Short JonesSecretary
John HackettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,454,174
Program Service Revenue
$0
Investment Income
$1,302,128
Other Revenue
$-2,680
All Other Contributions
$13,912,085
Change in Net Assets
$811,567

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table4$398,715Cost
Securities Publicly Traded5$88,488Fair Value
Total Noncash Contributions9$487,203-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,760,079
Revenue Not Reported on Financial Statements
$-6,457
Revenue Not Reported on Form 990
$812,456
Other Revenue Adjustments
$-6,457
Total Revenue per Audited Statements
$16,572,535
Total Revenue per Form 990
$15,753,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,266,675
Other Expenses$675,380
Total Fundraising Expense$167,588
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$14,266,675--$14,266,675
Information Technology$273,677-$101,919$375,596
Fees for Services Other$100,395-$15,495$115,890
Fees for Services Accounting-$65,569-$65,569
Advertising$36,142$650$27,809$64,601
Office Expenses$493$6,151$19,996$26,640
Conferences and Meetings$1,390$15,424$1,848$18,662
Insurance-$4,165-$4,165
Travel-$1,086$26$1,112
Other Expenses$151$2,499$495$646
Total Functional Expenses$62,973$0$49,684$112,657

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,829,244
Expenses per Audited Statements$14,948,512
Total Expenses per Form 990$14,942,055
Expenses Not Reported on Form 990$880,732
Expenses Not Reported on Financial Statements$-6,457
Other Expense Adjustments$-6,457
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$78,096
Fundraising Gross Income$75,416
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$617,505$75,416$6,067$69,349
Total Events$617,505$75,416$78,096$-2,680
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Officers jennifer berres and john hackett and directors shannon dauchot, dr. Randy fagin, richard hammett, deb reiner, and chad wasserman each served as a senior officer of hca healthcare, inc. During 2024. Accordingly, they are deemed to have a business relationship with each other.

Form 990, Part VI, Section B, Line 11B

The draft of the form 990 was provided to the board of directors via e-mail for review and comment prior to its submission to the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Each board member reviews and signs a conflict of interest statement annually. Board members are instructed to contact the board chair and hope fund management if actual or potential conflicts arise.

Form 990, Part VI, Section C, Line 18

The hope fund's forms 990 and 1023 are available for review upon request.

Form 990, Part VI, Section C, Line 19

The hope fund's audited financial statements are available to the public upon request. Generally, the organization does not make governing documents or the conflict of interest policy available to the public.

Form 990, Part VI, Section B, Lines 13 and 14,

Description of whistleblower policy and document retention policy: management and staff of the hope fund adhere to the whistleblower policy and document retention and destruction policies that have been adopted by hca healthcare, inc.

FORM 990, PART VI, SECTION B, LINE 15:

All officers and directors serve on a volunteer basis without compensation.

Filing and Contact Details

Filer

Filer Name
The Hca Hope Fund
EIN
47-0957872
Phone
8778574673
Address
PO BOX 550, NASHVILLE, TN 37202-0550
Doing Business As
Hca Healthcare Hope Fund

Signing Officer

Name
Ronald Lee Grubbs Jr
Title
Assistant Secretary
Phone
6153442665
Signed
2025-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Flynn
Formed
2005
Legal Domicile
Tn
Voting Board Members
29
Independent Board Members
29
Employees
0
Volunteers
323

Preparer

Firm
Fmc Cpas Pllc
Address
3100 WEST END AVENUE STE 700, NASHVILLE, TN 37203
Preparer
Tedra K Armstrong CPA
Phone
6152923011
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C, DESCRIPTION OF AUDIT COMMITTEE PROCESS:

The executive committee of the board of directors is identified as the audit committee for oversight of the independent audit, including selection of the auditor. There was no change in this process for 2024.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Donated services netted with investment income in audited financial stmt

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of goods sold netted against proceeds in form 990, included with marketing and promotional expense in audited financial statement

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Donated services netted with investment income in audited financial stmt

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Cost of goods sold netted against proceeds in form 990, included with marketing and promotional expense in audited financial statement

Raw XML AppendixShowing 400 of 700 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0PROVIDE ASSISTANCE TO CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES IN TIMES OF NEED.
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IRS990/Form990PartVIISectionAGrp/PersonNm9GEORGE HELMRICH MD
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IRS990/Form990PartVIISectionAGrp/PersonNm11TED JOHNSON
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IRS990/Form990PartVIISectionAGrp/PersonNm14JORIE MATIJEVICH
IRS990/Form990PartVIISectionAGrp/PersonNm15DAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm16TOM OZBURN
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IRS990/Form990PartVIISectionAGrp/PersonNm25JOE FLYNN
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IRS990/Form990PartVIISectionAGrp/PersonNm28RONALD LEE GRUBBS JR
IRS990/Form990PartVIISectionAGrp/PersonNm29SAM HAZEN
IRS990/Form990PartVIISectionAGrp/PersonNm30JAYA KUMAR THRU 52024
IRS990/Form990PartVIISectionAGrp/PersonNm31SONIA WELLMAN THRU 72024
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt24VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt25PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt27SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt28ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt29EX-OFFICIO HONORARY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt30FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31FORMER DIRECTOR
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IRS990/FormationYr02005
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IRS990/MissionDesc0THE HCA HOPE FUND (THE "HOPE FUND") OPERATES TO HELP CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES WHO ARE AFFECTED BY FINANCIAL HARDSHIP DUE TO AN EVENT BEYOND THEIR CONTROL, INCLUDING DISASTERS, DEATH OF AN ELIGIBLE INDIVIDUAL OR IMMEDIATE FAMILY MEMBER, EXTENDED ILLNESS OR INJURY, DOMESTIC VIOLENCE, AND OTHER SPECIAL SITUATIONS.
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