2025-10-21T12:12:24-05:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 330627187 HOFFMAN INSTITUTE FOUNDATION HOFF 4154855220 1299 FOURTH ST 600 SAN RAFAEL CA 94901 MATTHEW BRANNAGAN VP & COO 4154855220 2025-10-21 1 0 FRANCES OLSON P01228048 4254544919 2025-10-20 2024 2025-03-06 01:10:19Z ANN LLOYD INGRASCI 1299 FOURTH ST 600 SAN RAFAEL CA 94901 34358905 0 X WWW.HOFFMANINSTITUTE.ORG X 1994 CA TO FOSTER, PROMOTE, SUPPORT, AUGMENT, DEVELOP, AND ENCOURAGE PERSONAL GROWTH AND HUMAN POTENTIAL. 13 11 100 63 -3977 0 7247795 22262837 10481657 11290039 28713 689836 224023 1193 17982188 34243905 5301423 828025 0 0 7214237 8702248 0 0 1074045 4455573 5122087 16971233 14652360 1010955 19591545 4904174 26166207 2445681 4139153 2458493 22027054 X TO FOSTER, PROMOTE, SUPPORT, AUGMENT, DEVELOP, AND ENCOURAGE PERSONAL GROWTH AND HUMAN POTENTIAL. 0 0 11609073 828025 11290039 THE KEY ACTIVITIES IN 2024 FOCUSED ON EXPANDING THE HOFFMAN INSTITUTE FOUNDATION'S PERSONAL GROWTH AND HUMAN POTENTIAL PROGRAMS ACROSS THE UNITED STATES AND CANADA. THESE PROGRAMS INCLUDE THE HOFFMAN PROCESS AND HOFFMAN ESSENTIALS. THIS WAS THE FIRST FULL YEAR OF OWNERSHIP OF HOFFMAN INSTITUTE CANADA, A WHOLLY OWNED SUBSIDIARY WHOSE ACTIVITIES CONTINUE TO ADVANCE THE HOFFMAN MISSION IN CANADA.IN TOTAL, 60 HOFFMAN PROCESS INTENSIVES WERE OFFERED, SERVING 2,070 PARTICIPANTS. ADDITIONALLY, 9 IN-PERSON GRADUATE INTENSIVES WERE HELD, WITH 240 PARTICIPANTS, AND 73 OTHER VIRTUAL OR HYBRID COURSES WERE PROVIDED, REACHING 1,221 PARTICIPANTS.OTHER NOTABLE ACCOMPLISHMENTS INCLUDE THE LAUNCH OF AN EXTENSIVE STRATEGIC DESIGN PLANNING INITIATIVE, THE RECEIPT OF AN EXTRAORDINARY ANONYMOUS DONATION OF $20 MILLION, AND THE ESTABLISHMENT OF THE FIRST ENDOWMENT OF $150,000, DESIGNATED FOR PROGRAM SCHOLARSHIPS. 11609073 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 30 0 100 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 11 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X KATE MAYER 4154855220 1299 FOURTH ST SUITE 600 SAN RAFAEL CA 94901 ANN INGRASCI PRESIDENT / CEO 50.00 2.00 X X 154348 0 30424 CHARLES INGRASCI FOUNDER, PHILANTHROPY 37.00 3.00 X 150510 0 27861 RYAN KATZ CHAIRMAN OF THE BOARD 1.60 0.40 X 0 0 0 MELINDA REED DIRECTOR 0.80 0.20 X 0 0 0 JAKE TARR DIRECTOR 0.80 0.50 X 0 0 0 JOEL APPEL DIRECTOR 0.80 0.20 X 0 0 0 MICHELLE BARMAZEL DIRECTOR 0.80 0.20 X 0 0 0 SCOTT BRICKMAN DIRECTOR 0.80 0.20 X 0 0 0 SUSAN BUDINGER DIRECTOR 0.80 0.20 X 0 0 0 CHRISTY FOLEY DIRECTOR 0.80 0.20 X 0 0 0 FELIPE JAIN DIRECTOR 0.80 0.20 X 0 0 0 DIANNE MORRISON DIRECTOR 0.80 0.20 X 0 0 0 AMY POOSER DIRECTOR 0.80 0.20 X 0 0 0 KATHERINE KATE MAYER CHIEF FINANCIAL OFFICER 55.00 5.00 X 134418 0 36760 FREDRIKA CAMOZZI SECRETARY 0.40 0.10 X 8484 0 0 MARISSA INGRASCI DIR MARKETING, FACULTY MGR 37.00 3.00 X 213436 0 16025 MATTHEW BRANNAGAN VP, COO, SUPV TEACHER 55.00 5.00 X 194462 0 19757 PATRICK BELISLE DIRECTOR OF PHILANTHROPY 39.00 1.00 X 167644 0 30039 ALYSSIA SHEIKH TEACHER, DEI MANAGER 39.00 1.00 X 175174 0 15077 JO MATTOON SUPV TEACHER, DIR PROGRAMS 37.00 3.00 X 161649 0 21313 MARC KAPLAN TEACHER, FACULTY SUPPORT 38.00 2.00 X 183512 0 27959 ANDREW HORNING SUPV TEACHER, FACULTY MGR 39.00 1.00 X 155055 0 27656 JUANITA GAGE SUPV TEACHER, DIR OF FACULTY 50.00 3.00 X 141772 0 10204 MEREDITH ROBERTSON TEACHER 39.00 1.00 X 133157 0 16778 ELIZABETH SEVERIN TEACHER, FACULTY SUPPORT 38.00 2.00 X 132629 0 0 2106250 0 279853 22 0 1 0 INSALATA 120 SIR FRANCIS DRAKE BLVD SAN ANSELMO CA 94960 CATERING 1166326 GUEST HOUSE RETREAT CENTER 318 W MAIN STREET CHESTER CT 06412 CATERING AND LODGING 610937 MELISSA WEEKS 10 CARLETON DR UNIT 20 ST ALBERT ALBERTA CA T8N 7L2 ACQUISITION AND LICENSING SUPPORT 231015 PROFORMA ELEMENT 3 LLC PO BOX 640814 CINCINNATI OH 45264 MARKETING COLLATERAL 133235 ZUZU DIGITAL 18 HASSAKE ROAD OLD GREENWICH CT 06870 APP PROGRAMING AND DEVELOPMENT 102600 5 22262837 43180 22262837 PROCESS REVENUE 611600 11290039 11290039 11290039 689634 689634 202 0 202 202 202 109319 115000 -5681 -3977 -1704 REIMBURSEMENTS 900099 6000 6000 MISCELLANEOUS 900099 874 874 6874 34243905 11290039 -3977 695006 828025 828025 1557381 953139 197114 407128 5515231 4460276 750551 304404 205804 123478 82326 889324 621731 204576 63017 534508 386586 91941 55981 5628 5628 38862 38862 187171 51690 118988 16493 190553 46244 144309 363684 186199 133577 43908 76837 15367 53786 7684 534814 369030 136607 29177 289631 254356 35275 4617 4617 5139 5139 134342 100000 34342 PROGRAM SUPPLIES 2963185 2903095 60090 ROYALTIES EXPENSE 295204 295204 UBI INCOME TAX 2407 1805 361 241 30013 12848 15462 1703 14652360 11609073 1969242 1074045 665226 1046534 2960792 22133662 20669 14917 520368 558474 12500 89108 94760 111365 72035 12812 39330 164677 164677 470522 2101353 4904174 26166207 331080 152553 1447412 1892212 194068 0 473121 2094388 2445681 4139153 X 2403326 21866046 55167 161008 2458493 22027054 4904174 26166207 19591545 -22984 0 X 0 1 X 1 0 X 3221756 6262203 2441324 7247795 22262837 41435915 2928900 5647774 7819154 10564035 11290039 38249902 25555 32796 58351 6150656 11909977 10260478 17837385 33585672 79744168 1799358 3433797 811386 400493 522147 6967181 0 1799358 3433797 811386 400493 522147 6967181 72776987 703 844 3745 28713 689634 723639 703 844 3745 28713 689634 723639 1030189 16970 0 1047159 117403 6874 124277 7181548 11910821 10264223 18000471 34282180 81639243 0.89140 0.83840 0.00890 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 150000 0 0 0 0 150000 0.00000 1.00000 0.00000 0 0 59392 53614 5778 51973 18421 33552 39330 RIGHT OF USE ASSETS 2094388 SECURITY DEPOSITS 6965 2101353 LEASE OBLIGATIONS 2094388 2094388 PART V, LINE 4: ENDOWMENTS FUNDS ARE USED TO PROVIDE NEW ATTENDEES PARTIAL SCHOLARSHIP AWARDS (TUITION REDUCTION) FOR THE "HOFFMAN PROCESS". NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 20326 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 ACQUISITION AND LICENSING SUPPORT 231015 0 1 0 0 0 1 251341 0 251341 1 0 1 0 0 0 PART I, LINE 3: THE ACCRUAL METHOD IS USED TO ACCOUNT FOR EXPENDITURES. PART IV, LINE 1: FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS IN IRC 6038(A)(1)(A). 1 SCHOLARSHIPS 289 828025 COST DISCOUNTED RATE FOR HOFFMAN PROCESS COURSE PART I, LINE 2: SCHOLARSHIP COMMITTEE OF SEVERAL KEY EMPLOYEES INCLUDING CEO AND DIRECTOR OF ENROLLMENT RECEIVE AND REVIEW DETAILED SCHOLARSHIP APPLICATIONS FROM APPLICANTS TO EVALUATE FINANCIAL NEED AND READINESS TO ENGAGE IN OUR PROGRAMS. X X X 0 0 0 0 0 0 0 1 0 MARISSA INGRASCI DIR MARKETING, FACULTY MGR 210329 0 3107 0 0 0 8537 0 7488 0 229461 0 0 0 MATTHEW BRANNAGAN VP, COO, SUPV TEACHER 190073 0 4389 0 0 0 7778 0 11979 0 214219 0 0 0 MARC KAPLAN TEACHER, FACULTY SUPPORT 180267 0 3245 0 0 0 7340 0 20619 0 211471 0 0 0 PATRICK BELISLE DIRECTOR OF PHILANTHROPY 164395 0 3249 0 0 0 6706 0 23333 0 197683 0 0 0 ALYSSIA SHEIKH TEACHER, DEI MANAGER 171696 0 3478 0 0 0 7007 0 8070 0 190251 0 0 0 ANN INGRASCI PRESIDENT / CEO 150000 0 4348 0 0 0 20878 0 9546 0 184772 0 0 0 JO MATTOON SUPV TEACHER, DIR PROGRAMS 158385 0 3264 0 0 0 6466 0 14847 0 182962 0 0 0 ANDREW HORNING SUPV TEACHER, FACULTY MGR 151767 0 3288 0 0 0 0 0 27656 0 182711 0 0 0 CHARLES INGRASCI FOUNDER, PHILANTHROPY 146400 0 4110 0 0 0 18944 0 8917 0 178371 0 0 0 KATHERINE KATE MAYER CHIEF FINANCIAL OFFICER 130125 0 4293 0 0 0 19737 0 17023 0 171178 0 0 0 JUANITA GAGE SUPV TEACHER, DIR OF FACULTY 138080 0 3692 0 0 0 5535 0 4669 0 151976 0 0 0 PART I, LINE 7 YEAR-END ANNUAL BONUSES WERE REVIEWED AND AWARDED BY A COMMITTEE AND FACTORS SUCH AS TENURE, LEADERSHIP ROLES IN THE PRIOR YEAR, AND COMPLETION OF KEY INITIATIVES WERE CONSIDERED. ANN INGRASCI FAMILY MEMBER OF CHARLES & MARISSA INGRASCI 191819 EMPLOYMENT 0 CHARLES INGRASCI FAMILY MEMBER OF ANN & MARISSA INGRASCI 188971 EMPLOYMENT 0 MARISSA INGRASCI FAMILY MEMBER OF CHARLES & ANN INGRASCI 229461 EMPLOYMENT 0 HOFFMAN INSTITUTE INC CONTROLLED ENTITY OF CHARLES & ANN INGRASCI 295204 ROYALTY PAYMENT 0 X 4 43180 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPORTED ABOVE IN COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 6 VOLUNTEERS CONSIST OF 51 GRADUATE GROUP LEADERS, 1 BOARD SECRETARY (NOT A VOTING MEMBER), AND 11 BOARD DIRECTORS WHO ARE NOT COMPENSATED. FORM 990, PART VI, SECTION A, LINE 2 ANN INGRASCI, CHARLES INGRASCI, AND MARISSA INGRASCI HAVE A FAMILY RELATIONSHIP. STEVE BELKIN AND JOAN BELKIN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE REVIEWS THE DRAFT FORM 990, OF WHICH COMMITTEE INCLUDES THE CHAIRMAN OF THE BOARD. THEN IT IS MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND A DISCLOSURE OF CONFLICT DOCUMENT IS SIGNED BY EACH MEMBER OF THE BOARD OF DIRECTORS. THE POLICY IS REVIEWED BY GOVERNANCE AND ANY POTENTIAL CONFLICTS ARE REVIEWED AND REPORTED BY BOARD MEMBERS TO CHAIRPERSON AND GOVERNANCE COMMITTEE, OR TO CHAIRPERSON OR GOVERNANCE COMMITTEE ABSENT THE PERSON WITH THE POTENTIAL CONFLICT FOR REVIEW, FOLLOW THROUGH ACCORDING TO POLICY, AND FINAL DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION PACKAGE IS REVIEWED, CONTEMPORANEOUSLY DOCUMENTED, AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. ADDITIONALLY, ALL KEY EMPLOYEE COMPENSATION IS DETERMINED BY REVIEW OF NONPROFIT, SALARY SURVEY SOURCES AND SALARY.COM COMPARABILITY DATA USING GEOGRAPHIC, ORGANIZATION SIZE, REVENUE, NUMBER OF STAFF MANAGED, AND OTHER RELEVANT FACTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. HOFFMAN INSTITUTE SUPPORTING FOUNDATION 1299 FOURTH ST STE 600 SAN RAFAEL CA 94901 204801174 SUPPORT OF HOFFMAN INSTITUTE FOUNDATION CA 501(C)(3) LINE 12A, I HOFFMAN INSTITUTE FOUNDATION 1 HOFFMAN INSTITUTE CANADA ULC 600-12220 STONY PLAIN RD NW EDMONTON ALBERTA CA T52 3Y4 EDUCATIONAL RETREATS CA HOFFMAN INSTITUTE FOUNDATION C 1518340 926110 1.00000 1 0 0 0 1 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0 HOFFMAN INSTITUTE CANADA ULC D 558474 COST