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Saddleback Memorial Foundation

 24451 Health Center Drive
 Laguna Hills, CA 92653
[P] (949) 452-3724
[F] (949) 452-3779
www.memorialcare.org/smf
www.memorialcare.org/saddleback
m[email protected]
Melissa Centeno
FOUNDED: 1971
INCORPORATED: 1979
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 33-0011887 00000

Summary


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Mission StatementMORE »

Mission Statement for MemorialCare Saddleback Medical Center
To improve the health and well-being of individuals, families and our communities through innovation and the pursuit of excellence.
 
Mission Statement for Saddleback Memorial Foundation
To develop the philanthropic resources necessary to strengthen the ability of MemorialCare Saddleback Medical Center to enhance the health and well-being of individuals, families, and our community.

Mission Statement

Mission Statement for MemorialCare Saddleback Medical Center
To improve the health and well-being of individuals, families and our communities through innovation and the pursuit of excellence.
 
Mission Statement for Saddleback Memorial Foundation
To develop the philanthropic resources necessary to strengthen the ability of MemorialCare Saddleback Medical Center to enhance the health and well-being of individuals, families, and our community.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $2,520,000.00
Projected Revenue $4,550,000.00

ProgramsMORE »

  • Saddleback Memorial Foundation Scholarship Program

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Mission Statement for MemorialCare Saddleback Medical Center
To improve the health and well-being of individuals, families and our communities through innovation and the pursuit of excellence.
 
Mission Statement for Saddleback Memorial Foundation
To develop the philanthropic resources necessary to strengthen the ability of MemorialCare Saddleback Medical Center to enhance the health and well-being of individuals, families, and our community.

Background Statement

More than 40 years ago, a newly formed, active retirement community realized it needed a hospital to serve its booming population. The people responded. Land was donated, residents went door-to-door collecting money and local physicians contributed equipment and time. Through this community partnership, the medical center admitted its first patient in 1974.

Today Saddleback Memorial Foundation continues to partner with generous individuals, corporations and foundations from throughout the community. Philanthropic contributions enable our nonprofit medical center to acquire new technology, provide essential services and make facility enhancements. We welcome gifts at all levels in a variety of ways: from cash donations to assets such as stock or real estate.

MemorialCare Saddleback Medical Center’s mission to improve the health and well-being of individuals, families and our communities through innovation and the pursuit of excellence is evident in the high quality, compassionate patient care provided by its team of first rate physicians, nurses, and technicians. Since its opening in 1974, Saddleback Medical Center has centered its inpatient and outpatient services on the needs of the community – from nearby growing family communities to the adjacent retirement community of Laguna Woods, where the median age of the 18,000 residents is age 70.

Saddleback Medical Center, 252-bed hospital, provides exceptional medical expertise across a range of treatment areas including cancer, stroke, and cardiac care. Innovations like robotic surgery, low dose CT, and dedicated breast MRI set us apart. In addition, The Women’s Hospital at Saddleback Medical Center is the birthplace of more than 75,000 babies and offers special comfort and care to new mothers and their babies. A proud member of the MemorialCare Health System and named Best Regional Hospital by U.S. News & World Report for the past three years, Saddleback Medical Center continues to provide comprehensive care for patients throughout southern Orange County.


Impact Statement

Through the generosity of donors in the community, Saddleback Memorial Foundation raised more than $4 million dollars in support of the new home of the MemorialCare Cancer Institute, which opened June 28, 2014. Funds raised were used to retrofit an existing building adjacent to MemorialCare Saddleback Medical Center and purchase technologically advanced equipment. Cancer patients and their families now have access to expanded treatment options in a comfortable environment, conveniently located adjacent to the hospital.

Saddleback Memorial Foundation also partnered with the community in support of the Designed for Healing hospital enhancement project. This was the first major renovation of its kind for Saddleback Medical Center since opening in 1974. This comprehensive enhancement project is improving the healing environment of patients and their families through nature inspired design. Patient rooms, public areas, nurses’ stations and more were renovated. The capstone of this project was the completion of the Atrium this year – an outdoor sitting area designed as a tranquil area for visitors, featuring a relaxing water fountain.

In 2016 the Foundation kicked off a three-year capital campaign, I'MAGINE, a space redesign project that will improve patient flow, add private rooms, renovate the rehab gym, and build a hybrid operating suite. In 2017, the Foundation has been partnering with the community to raise funds for an outpatient infusion center scheduled to open in spring 2018. 


Needs Statement

1. I'MAGINE Space Redesign Project: $8.25 million of $16 million project cost raised
This three-year space redesign project is shifting areas of the hospital, creating a hybrid operating suite, building additional private patient rooms, and renovating the rehabilitation gym.
 
2. Infusion Center: $245,000 needed to reach $900,000 project cost
 Saddleback Memorial Foundation is raising funds to create a new outpatient center where patients with many types of cancer can receive their chemotherapy or other infusion therapy treatments, instead of checking into the hospital through the standard admitting process. 
 
3. Sim Junior Simulator: $44,653
For nursing and clinical staff education, to practice skills on small adults or children.
 
4. Cardiac Monitor for Newborn Resuscitation: $33,475
Used when positive pressure ventilation and cardiac compressions are given to a newborn.
 
5. Blanket Warmer for Breast Center: $5,838
For patient comfort, since patient procedure rooms are kept very cold to preserve the imaging equipment.  

CEO Statement

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Board Chair Statement

We are doing remarkable medicine at MemorialCare Saddleback Medical Center. Our Cardiac, Neurology, OB/Gynecology, Hospitalist, Surgical and Outpatient services are some of the best in America, as acknowledged by receiving the Healthgrades award as one of the “Top 50 Hospitals in the Nation” over the last three years. One of my goals as Chair is to continue to provide specific information to our board members, especially those without a medical background, about what we are doing in our hospital and the impact philanthropy makes on patients. I hope that each board member will share our story leading to more community involvement and individual contributions.

Saddleback Memorial Foundation’s sole purpose is to raise funds for Saddleback Medical Center, thus the Foundation fulfills the requests presented by hospital administration in support of patient needs. Saddleback Medical Center is the most innovative, conscientious and forward-thinking hospital that I have ever encountered. The hospital is always focused on providing the best medical expertise and care in a warm, healing environment for patients and their families. Philanthropy allows the hospital to upgrade necessary medical equipment and make facility improvements.

The hospital’s major project, which the Foundation is helping raise funds for, is the I’MAGINE space redesign project. This three-year, $16 million project, currently in its second year, is shifting specific areas of the hospital for more efficient use of space and improvement of patient flow. The main areas planned for redesign are the surgical areas, which includes the addition of a hybrid operating suite, and the surgical nursing unit where more private rooms are being added for patients. The hybrid suite allows our physicians to go from a minor procedure, such as an endoscopic procedure, to an open operation without moving the patient to another room. I am seeing medicine practice changing rapidly and am happy to be a part of Saddleback Medical Center's goals surrounding patient specific care plans.


Other Ways to Donate/Volunteer

Gifts can be made by check through the mail, or by credit card over the phone and online. Donations can be designated to specific areas of care.Online: Click HereBy Phone: (949) 452-3724By Mail:  Please make check payable to:Saddleback Memorial Foundation24451 Health Center Drive Laguna Hills, CA 92653 Click Here to learn more about the ways you can give.

Geographic Area Served

South Orange County

More than 40 years ago, residents of the retirement community known then as Leisure World (now known as the city of Laguna Woods) raised funds to build this community hospital. Today MemorialCare Saddleback Medical Center serves south Orange County, from Irvine to San Clemente, including the following cities, as well as unincorporated areas: Aliso Viejo, Coto de Caza, Dana Point, Foothill Ranch, Irvine, Ladera Ranch, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Las Flores, Mission Viejo, Portola Hills, Rancho Santa Margarita, San Clemente and San Juan Capistrano.

Organization Categories

  1. Health Care - Fund Raising & Fund Distribution
  2. Health Care - Hospitals
  3. -

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Programs


Saddleback Memorial Foundation Scholarship Program

Since 1977, Saddleback Memorial Foundation and its generous donors have helped our employees succeed in their educational goals. Each year, employees with higher educational goals apply for scholarships to go toward tuition. Employees must be full- or part-time Saddleback Memorial employees (not per diem) with a minimum of one full year of employment. Courses must be taken for credit at an eligible, accredited educational institution, and the student must have a GPA of 2.5 or greater.
 
Funds for the scholarships come from generous donors and an endowment for the scholarship program. A Scholarship Committee made up of select Board Members meets to review the applications and make award decisions. Many of the scholarships are named after specific donors. 
 
The application period starts in February each year, with the application deadline in the middle of April. Applicants are notified of their awards prior to a Scholarship Award Ceremony in July. Awards usually range from $1,500 to $5,000. 
Many of the scholarship recipients are registered nurses attaining their bachelor’s or master’s degrees, which are important for the hospital’s effort toward Magnet designation. Magnet designation recognizes health care organizations for high-quality patient care, nursing excellence, and innovations in nursing.
Budget  $50,000.00
Category  Health Care, General/Other Quality of Health Care
Population Served General/Unspecified
Program Short-Term Success  In 2018, Saddleback Memorial Foundation distributed $47,000 to 23 employees. Many applicants continue to pursue higher degrees to move up in their careers within the MemorialCare Health System. The Scholarship Program has distributed $1,093,040 to 617 employees since 1977.
Program Long-Term Success  This program was established in 1977 and continues to draw applicants each year. Since then, the Foundation has distributed more than $1,040,990 to 591 employees.
Program Success Monitored By  Each year, MemorialCare Saddleback Medical Center conducts a Gallup employee engagement survey, which measures job satisfaction. In the categories of "Opportunities to learn and grow" and "Encourages development," the Gallup online provides scores. In 2017, scores in these two categories have increased. 
Examples of Program Success 
Each year, the Scholarship Awards Ceremony features a guest speaker who was a previous scholarship recipient. These individuals describe how the scholarship funds helped them pay for education that was important for advancing their careers.
 
For example, in 2016, the guest speaker was Joshua Perez, who started working for Saddleback Memorial as a food service worker. With the scholarship funds, he was able to complete his bachelor's degree. With his ambitious nature, he is now a financial analyst with MemorialCare Health System, with future goals to become a hospital executive.
 
We have many, many more stories of employees who continued their education because of the Scholarship Program and advanced their careers in health care.
 

Management


CEO/Executive Director Marcia Manker
CEO Term Start Sept 2016
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
Steve Geidt Sept 1981 Sept 2016

Senior Staff

Name Title Experience/Biography
Cecilia Belew President --
Melissa Centeno Director of Fund Development --
Brian Krawiec Director of Finance --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 9
Number of Part Time Staff 2
Number of Volunteers 50
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: 3
Caucasian: 6
Hispanic/Latino: 2
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: 10
Male: 1
Not Specified --

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? --
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy --
Whistle Blower Policy --
Document Destruction Policy Yes
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses

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CEO Comments

Management information includes the CEO of MemorialCare Saddleback Medical Center, Marcia Manker, and Saddleback Memorial Foundation Staff and Volunteers only. 

Marcia Manker, longtime CEO of our sister hospital, Orange Coast Memorial Medical Center, is now the acting CEO over both Orange Coast and Saddleback Memorial. As the CEO of our Orange County hospitals, expenses are minimalized, and standards of work and efficiencies are more aligned.

Foundation Comments

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Governance


Board Chair Barbara Victor MD
Board Chair Company Affiliation Vituity
Board Chair Term July 2017 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Guz Alvarez Team Alvarez Insurance Voting
Cecilia Belew President, Saddleback Memorial Foundation Exofficio
Sandy Benson Resources Global Professional Voting
Robert Burns Burns Investment Group Voting
Gary Damsker Community Volunteer Voting
Steve Geidt Retired CEO, Saddleback Memorial Medical Center Voting
Cathy Han, MD Retired, Orange Coast Women's Medical Group Voting
Matthew Kimmel Farmers and Merchants Trust Co. Voting
Diane Libertella Community Volunteer Voting
Laurie Louie Community Volunteer Voting
Marcia Manker Saddleback Memorial Medical Center Voting
William Phillips City of Aliso Viejo Voting
Virginia Pillsbury Community Volunteer Voting
Margaret Leila Rasouli, MD CardioCare OC Voting
Tom Rogers Board Chair, MemorialCare Saddleback Medical Center Voting
Bebe Shaddock Community Volunteer Voting
Heidi Stoops First Team Real Estate Voting
Lawrence Tran, MD Saddleback Medical Group Voting
Barbara Victor, MD Vituity Voting
Glenn Yasui City of Aliso Viejo Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 3
Caucasian: 13
Hispanic/Latino: 2
Native American/American Indian: 0
Other: --
Other (if specified): 1 (Persian American),
Gender Female: 11
Male: 9
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 4
Board Meeting Attendance % 79%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 15%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Executive
  • Finance
  • Nominating

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $9,636,585 $8,706,445 $10,106,286
Total Expenses $3,437,474 $5,593,743 $6,553,533

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$4,116,169 $3,540,653 $4,397,558
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses $5,004,351 $2,438,637 $2,819,141
Membership Dues -- -- --
Special Events $398,065 $402,987 $359,022
Revenue In-Kind -- $91,588 $15,314
Other $118,000 $2,232,580 $2,515,251

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $1,647,086 $3,779,087 $4,547,663
Administration Expense $774,031 $817,709 $850,407
Fundraising Expense $1,016,357 $996,947 $1,155,463
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 2.80 1.56 1.54
Program Expense/Total Expenses 48% 68% 69%
Fundraising Expense/Contributed Revenue 23% 25% 24%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $138,875,911 $126,575,183 $128,758,530
Current Assets $20,845,086 $18,519,975 $17,162,169
Long-Term Liabilities $6,220,861 $8,252,437 $7,168,919
Current Liabilities -- -- --
Total Net Assets $132,655,050 $118,322,746 $121,589,611

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities inf inf inf

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 4% 7% 6%
Endowment Value $67,269,740.00
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose To redesign space in the perioperative and surgical nursing units for more efficiency, add private rooms, add a hybrid operating suite, and renovate our rehabiliation gym.
Campaign Goal $7,000,000.00
Capital Campaign Dates May 2016 - May 2018
Capital Campaign Raised-to-Date Amount $8,250,000.00
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.