Saddleback Memorial Foundation
Profile Not Current (Last updated:
Jan 09, 2026
)
Current Fiscal Year
Fiscal Year Start Date: July 1, 2024
Fiscal Year End Date: June 30, 2025
Projected Revenue: $4,575,000
Projected Expense: $3,715,000
Revenue vs. Expense ($)
Expense Breakdown: 2024 (%)
| Administration Expense | 3.5% |
| Program Expense | 75.0% |
| Fundraising Expense | 5.6% |
Expense Breakdown: 2023 (%)
| Administration Expense | 16.9% |
| Program Expense | 50.6% |
| Fundraising Expense | 32.5% |
Expense Breakdown: 2022 (%)
| Administration Expense | 22.7% |
| Program Expense | 47.7% |
| Fundraising Expense | 29.6% |
990 Tax Form Newest 990 Year opens each June
Tax Year 2024 Form 990 (Fiscal Year ending in 2024)
Tax Year 2023 Form 990 (Fiscal Year ending in 2023)
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Tax Year 2022 Form 990 (Fiscal Year ending in 2022)
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Tax Year 2021 Form 990 (Fiscal Year ending in 2021)
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Prior Three Years Total Revenue and Expense Totals
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Revenue | $28,455,781 | $4,065,188 | $25,315,166 |
| Total Expenses | $12,001,731 | $5,359,853 | $4,765,286 |
Prior Three Years Revenue Sources
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Foundation and Corporation Contributions | - | $6,332,631 | $2,617,809 |
| Government Contributions | - | - | - |
| Federal | - | - | - |
| State | - | - | - |
| Local | - | - | - |
| Unspecified | - | - | - |
| Individual Contributions | - | - | - |
| Indirect Public Support | - | - | - |
| Earned Revenue | - | $3,850 | $9,900 |
| Investment Income, Net of Losses | $21,027,822 | $4,160,259 | $9,089,614 |
| Membership Dues | - | - | - |
| Special Events | - | $486,451 | $434,127 |
| Revenue In-Kind | - | $272,411 | $52,867 |
| Other Revenue | $3,413,850 | $10,408,860 | $28,529,883 |
Prior Three Years Expense Allocations by Type
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Program Expense | $9,000,000 | $2,713,869 | $2,272,699 |
| Administration Expense | $419,520 | $904,047 | $1,081,991 |
| Fundraising Expense | $677,726 | $1,741,937 | $1,410,596 |
| Payments to Affiliates | - | - | - |
| Total Revenue/Total Expenses | 2.37 | 0.76 | 5.31 |
| Program Expense/Total Expenses | 75% | 51% | 48% |
| Fundraising Expense/Total Revenue | 2% | 43% | 6% |
Prior Three Years Assets and Liabilities
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $178,726,049 | $175,405,493 | $165,837,734 |
| Current Assets | $16,308,370 | $20,951,427 | $20,311,904 |
| Long-Term Liabilities | $4,167,617 | - | - |
| Current Liabilities | - | $4,094,625 | $5,029,595 |
| Total Net Assets | $174,558,432 | $171,310,868 | $160,808,139 |
Short Term Solvency
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Current Assets/Current Liabilities | - | 5.12 | 4.04 |
Long Term Solvency
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Long Term Liabilities/Total Assets | 2% | - | - |
Endowment/Capital Campaigns
Endowment Value: $74,285,491
Spending Policy: To allocate the lesser of up to 5% per year on the average endowment market value for the trailing 36-month period or the average investment income (net of management fees) for the trailing 36-month period.
Percentage: 5.0%
Are you currently in a Capital Campaign? No
CONTACT
Saddleback Memorial Foundation
24451 Health Center Drive
Laguna Hills, CA 92653
Phone: 949-452-3724