Civic Intelligence

Hospice Giving Foundation

990 • Fiscal year 2025 • EIN 94-2404634

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 02, 2026

Organization ProfileWWW.HospiceGiving.org

View Organization Page

80 Garden Ct 201Monterey, CA 93940

(831) 333-9023

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.08x

Higher debt load relative to revenue than 22% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

20th percentile

$144,466

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

54th percentile

6.2%

Faster asset growth than 54% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

121%

Faster revenue growth than 96% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$34,689,167

Up $2,027,866 (+6.2%) from 2024

Net Assets

Up

$34,322,072

Up $2,178,388 (+6.8%) from 2024

Liabilities

Down

$367,095

Down $150,522 (-29%) from 2024

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin87th percentile

Revenue

Up

$4,507,238

Up $2,465,417 (+121%) from 2024

Expenses

Up

$2,684,385

Up $103,119 (+4.0%) from 2024

Net Income

Up

$1,822,853

Up $2,362,298 (+438%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $26,675,787Liabilities 2011: $819,925Net Assets 2011: $25,855,8622011Assets 2012: $25,512,745Liabilities 2012: $868,880Net Assets 2012: $24,643,8652012Assets 2013: $26,311,574Liabilities 2013: $853,841Net Assets 2013: $25,457,7332013Assets 2014: $29,100,493Liabilities 2014: $849,547Net Assets 2014: $28,250,9462014Assets 2015: $30,990,347Liabilities 2015: $733,122Net Assets 2015: $30,257,2252015Assets 2016: $29,254,980Liabilities 2016: $733,707Net Assets 2016: $28,521,2732016Assets 2017: $30,573,866Liabilities 2017: $7,887,639Net Assets 2017: $22,686,2272017Assets 2018: $22,756,622Liabilities 2018: $103,532Net Assets 2018: $22,653,0902018Assets 2019: $27,156,785Liabilities 2019: $75,202Net Assets 2019: $27,081,5832019Assets 2020: $27,022,231Liabilities 2020: $73,732Net Assets 2020: $26,948,4992020Assets 2021: $30,645,616Liabilities 2021: $75,911Net Assets 2021: $30,569,7052021Assets 2022: $27,710,557Liabilities 2022: $491,710Net Assets 2022: $27,218,8472022Assets 2023: $30,983,073Liabilities 2023: $424,868Net Assets 2023: $30,558,2052023Assets 2024: $32,661,301Liabilities 2024: $517,617Net Assets 2024: $32,143,6842024Assets 2025: $34,689,167Liabilities 2025: $367,095Net Assets 2025: $34,322,0722025

Highlighted filing

2025

Assets$34,689,167
Liabilities$367,095
Net Assets$34,322,072
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,004,2452011Revenue 2012: $2,470,307Expenses 2012: $2,503,720Net Income 2012: -$33,4132012Revenue 2013: $2,089,848Expenses 2013: $2,296,475Net Income 2013: -$206,6272013Revenue 2014: $3,312,033Expenses 2014: $2,349,402Net Income 2014: $962,6312014Revenue 2015: $5,100,673Expenses 2015: $2,470,702Net Income 2015: $2,629,9712015Revenue 2016: $2,095,846Expenses 2016: $2,331,387Net Income 2016: -$235,5412016Revenue 2017: $3,791,545Expenses 2017: $2,267,369Net Income 2017: $1,524,1762017Revenue 2018: $3,371,981Expenses 2018: $1,900,591Net Income 2018: $1,471,3902018Revenue 2019: $5,064,283Expenses 2019: $1,849,862Net Income 2019: $3,214,4212019Revenue 2020: $1,626,807Expenses 2020: $1,892,817Net Income 2020: -$266,0102020Revenue 2021: $2,888,880Expenses 2021: $1,714,359Net Income 2021: $1,174,5212021Revenue 2022: $6,662,707Expenses 2022: $3,073,295Net Income 2022: $3,589,4122022Revenue 2023: $1,792,999Expenses 2023: $2,587,283Net Income 2023: -$794,2842023Revenue 2024: $2,041,821Expenses 2024: $2,581,266Net Income 2024: -$539,4452024Revenue 2025: $4,507,238Expenses 2025: $2,684,385Net Income 2025: $1,822,8532025

Highlighted filing

2025

Revenue$4,507,238
Expenses$2,684,385
Net Income$1,822,853
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 2, 2026
Return Version
2024v5.2
Gross Receipts
$5,109,095
Mission and Program Overview

Mission

Hospice Giving Foundation believes in living fully and dying peacefully. Our community-based support promotes personal choice, preparedness, and the highest standards of compassionate, dignified end-of-life care for individuals and their loved ones.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,006,304$29,273,784▲ $2,267,480
Cash and Non-Interest-Bearing Accounts$361,961$148,689▼ $213,272
Accounts Receivable$296,453$45,268▼ $251,185
Land, Buildings, and Equipment, Net$34,342$30,381▼ $3,961
Prepaid Expenses and Deferred Charges$23,425$0▼ $23,425
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$32,661,301$34,689,167▲ $2,027,866
Other Assets Total$4,938,816$5,191,045▲ $252,229
Liabilities
Other Liabilities$292,150$184,334▼ $107,816
Accounts Payable and Accrued Expenses$167,217$136,886▼ $30,331
Deferred Revenue$58,250$45,875▼ $12,375
Total Liabilities$517,617$367,095▼ $150,522
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,985,471$22,810,478▲ $825,007
Net Assets With Donor Restrictions$10,158,213$11,511,594▲ $1,353,381
Total Net Assets Fund Balance$32,143,684$34,322,072▲ $2,178,388
Total Liabilities and Net Assets / Fund Balance$32,661,301$34,689,167▲ $2,027,866

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,381$45,905$76,286
Other Assets Org$179,657--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$25,731,781$16,264▲ $2,747,140$2,340,000$26,155,185
2023$23,594,288$1,500▲ $2,523,281$387,288$25,731,781
2022$21,776,595$19,218▲ $1,798,475-$23,594,288
2021$24,724,277$18,818▼ $3,139,499$-172,999$21,776,595
2020$24,765,947$16,500▲ $4,386,829$3,944,999$25,224,277
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erin WhitePresident & CEOFT$144,466$144,466
Mary GunnSenior DirectorFT$122,687$122,687
Jennifer BalducciFinance DirectorFT$95,579$95,579
Siobhan GreeneFrmr Pres & CEOFT$89,452$89,452

Board Members and Trustees

NameTitle
Rory CoetzeeChair
Kim DiBenedettoPast Chair
Yvonne ThomasVice-Chair
Annie BerlinDirector
Bill TebbeDirector
Christina MoreauDirector
David GlickmanDirector
Hannah RoggeDirector
JR WilliamsDirector
James KendallDirector
Jean DuffDirector
Joe MartelloDirector
Kimbley CraigDirector
Leland SacconeDirector
Louie Diaz-InfanteDirector
Maria LopezDirector
Sunny UnderwoodDirector
Tina NietoDirector
Sun Shine HohmanCo-Treasurer
Eric AndresenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,528,473
Program Service Revenue
$0
Investment Income
$2,918,434
Other Revenue
$60,331
All Other Contributions
$1,421,185
Change in Net Assets
$1,822,853

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,414,080
Revenue Not Reported on Financial Statements
$93,158
Revenue Not Reported on Form 990
$355,535
Total Revenue per Audited Statements
$4,769,615
Total Revenue per Form 990
$4,507,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,090,347
Salaries, Compensation, and Employee Benefits$994,312
Other Expenses$599,726
Total Fundraising Expense$437,899
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,090,347--$1,090,347
Current Officers, Directors, Trustees, and Key Employees-$367,428$51,766$419,194
Other Salaries and Wages$165,949$84,033$151,333$401,315
Fees for Service Investment Mgmnt Fees-$93,158-$93,158
Other Employee Benefits$24,651$39,130$25,825$89,606
Payroll Taxes$13,235$33,402$16,385$63,022
Occupancy$15,676$31,355$15,676$62,707
Advertising-$1,361$60,058$61,419
Information Technology$11,635$25,010$23,501$60,146
Fees for Services Accounting-$45,173-$45,173
All Other Expenses$11,622$12,016$4,728$28,366
Fees for Services Other$480$11,365$14,074$25,919
Pension Plan Contributions$8,358$4,769$8,048$21,175
Travel$1,546$13,986$3,781$19,313
Other Expenses$751$12,615$2,829$15,444
Insurance-$12,942-$12,942
Fees for Services Legal-$4,098-$4,098
Depreciation Depletion-$3,961-$3,961
Office Expenses-$3,640-$3,640
Total Functional Expenses$1,344,250$902,236$437,899$2,684,385

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,684,385
Expenses per Audited Statements$2,591,227
Total Expenses per Audited Statements$2,591,227
Expenses Not Reported on Financial Statements$93,158
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central Coast VNA and HospiceMonterey, CA-Hospice, Palliative Care$190,000
Partnership for ChildrenSalinas, CA-Pediatric Transportation$130,000
Jacobs HeartWatsonville, CA-Grief Support$121,700
Natividad Medical FoundationSalinas, CA-Palliative Care$120,000
Jerry Rubin FoundationMonterey, CA-Hospice$105,347
Montage Health FoundationMonterey, CA-Hospice, Palliative Care$100,000
Coastal Kids Home CareSalinas, CA-Pediatric Palliative Care$99,900
Salinas Valley Health FndtnSalinas, CA-Caregiver Support$95,000
Hospice of Santa Cruz CountyWatsonville, CA-Hospice, Palliative Care$40,000
Alzheimers AssociationMonterey, CA-Education & Outreach$25,000
Central Coast VNA & HospiceMonterey, CA-Family Support$20,000
CASA of Monterey CountySalinas, CA-Support of funeral costs$15,900
Breast Cancer Assistance GrpCarmel, CA-Metastatic Cancer Support$10,000
Legal Services for SeniorsMonterey, CA-Legal aid for seniors - Monterey Co$10,000
1440 MultiversityScotts Valley, CA-Love Mama Grief Retreat$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$101,561
Fundraising Direct Expenses$49,140
Gaming Gross Income$7,910
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion & Compassion$208,849$101,561$4,954$96,607
Total Events$208,849$101,561$49,140$52,421
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$184,334
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The audit committee has the responsibility for reviewing the form 990 and all schedules before it is filed.”

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

“All board of directors complete a conflict of interest form at the beginning of each fiscal year.”

Form 990, Part VI, Section B, Line 15A

“The executive committee annually evaluates the employees performance based on the position description and performance outcomes. The executive committee reviews compensation in close session using data of comparable positions in comparable organizations to determine reasonable compensation.”

Form 990, Part VI, Section B, Line 15B

“The compensation for key employees is determined by the review of salary data of comparable positions in comparable organizations.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financials statements, tax returns and all procedure and policy documents are available for inspection at its office and upon request.”

Filing and Contact Details

Filer

Filer Name
Hospice Giving Foundation
EIN
94-2404634
Phone
8313339023
Address
80 Garden Ct 201, Monterey, CA 93940

Signing Officer

Name
Sun Shine Hohman
Title
Co-Treasurer
Signed
2026-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin White
Formed
1977
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
9
Volunteers
59

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment consists of eight individual funds, three established for general operating purpose, one for the westland house, and the remaining are for patient care, community outreach and education, and alzheimers.”

Part X : FIN48 Footnote

“The Foundation is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code (IRC), and a similar provision in the California tax codes, though it would be subject to tax on income unrelated to its exempt purposes (unless that income is otherwise excluded). Contributions to the Foundation are tax deductible to donors under Section 170 of the IRC. The Foundation is not classified as a private foundation.Management has considered the FOundation's tax positions and believes that all of the positions taken in its federal and state tax returns are more likely than not to be sustained upon examination. The Foundation's returns are subject to income tax examinations by the federal and state tax authorities, generally for three years and four years, respectively, after they are filed.”

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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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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,689,167
Liabilities
$367,095
Net assets
$34,322,072
Revenue
$4,507,238
Expenses
$2,684,385
Net income
$1,822,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.7$0.37$34.3$4.51$2.68$1.82
2024Detailed filing. Detailed filing data is available for this year.$32.7$0.52$32.1$2.04$2.58$0.54
2023Detailed filing. Detailed filing data is available for this year.$31.0$0.42$30.6$1.79$2.59$0.79
2022Detailed filing. Detailed filing data is available for this year.$27.7$0.49$27.2$6.66$3.07$3.59
2021Detailed filing. Detailed filing data is available for this year.$30.6$0.08$30.6$2.89$1.71$1.17
2020Detailed filing. Detailed filing data is available for this year.$27.0$0.07$26.9$1.63$1.89$0.27
2019Detailed filing. Detailed filing data is available for this year.$27.2$0.08$27.1$5.06$1.85$3.21
2018Detailed filing. Detailed filing data is available for this year.$22.8$0.10$22.7$3.37$1.90$1.47
2017Detailed filing. Detailed filing data is available for this year.$30.6$7.89$22.7$3.79$2.27$1.52
2016Detailed filing. Detailed filing data is available for this year.$29.3$0.73$28.5$2.10$2.33$0.24
2015Detailed filing. Detailed filing data is available for this year.$31.0$0.73$30.3$5.10$2.47$2.63
2014Summary only. Only limited summary data is available for this year.$29.1$0.85$28.3$3.31$2.35$0.96
2013Summary only. Only limited summary data is available for this year.$26.3$0.85$25.5$2.09$2.30$0.21
2012Summary only. Only limited summary data is available for this year.$25.5$0.87$24.6$2.47$2.50$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$0.82$25.9$2.00