2026-06-16T11:34:50-05:00 2025-12-31 831514211 FMC CPAS PLLC 3100 WEST END AVENUE STE 700 NASHVILLE TN 37203 990 2025-01-01 470957872 THE HCA HOPE FUND HCAH 8778574673 PO BOX 550 NASHVILLE TN 372020550 JOE FLYNN PRESIDENT 6153441014 2026-06-15 1 TEDRA K ARMSTRONG CPA P00499556 6152923011 2025 2025-03-06 01:10:19Z HCA HEALTHCARE HOPE FUND JOE FLYNN ONE PARK PLAZA NASHVILLE TN 37203 14408774 0 X WWW.HCAHOPEFUND.COM X 2005 TN 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. 30 30 0 227 0 0 14454174 13488491 0 0 1302128 674471 -2680 -16566 15753622 14146396 14266675 9749100 0 0 0 0 0 0 255738 675380 881639 14942055 10630739 811567 3515657 19833685 23696256 161127 41955 19672558 23654301 X 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. 0 0 10266007 9749100 PROVIDED 3,158 GRANTS 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 WHO WERE 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. 10266007 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 AL AK AR CA CT FL HI IL KS KY MA MD ME MI MN MS NC NH NJ NM NY OK OR PA RI SC TN VA WI WV GA UT X JOE FLYNN 8778574673 ONE PARK PLAZA NASHVILLE TN 37203 X JOHN CORBEIL DIRECTOR 0.30 X 0 0 0 SHANNON DAUCHOT DIRECTOR 0.30 X 0 0 0 JACKIE DESOUZA-VAN BLARICUM DIRECTOR 0.30 X 0 0 0 STEVEN EDGAR DIRECTOR 0.30 X 0 0 0 JILLIAN EISCHEID DIRECTOR 0.30 X 0 0 0 ERIC EVANS DIRECTOR 0.30 X 0 0 0 NINA EVANS DIRECTOR 0.30 X 0 0 0 RANDY FAGIN DIRECTOR 0.30 X 0 0 0 ART GARZA DIRECTOR 0.30 X 0 0 0 RICHARD HAMMETT DIRECTOR 0.30 X 0 0 0 GEORGE HELMRICH MD DIRECTOR 0.30 X 0 0 0 RYAN JENSEN DIRECTOR 0.30 X 0 0 0 TED JOHNSON DIRECTOR 0.30 X 0 0 0 KENNETH JONES DIRECTOR 0.30 X 0 0 0 LAURA MALAISE DIRECTOR 0.30 X 0 0 0 JORIE MATIJEVICH DIRECTOR 0.30 X 0 0 0 DAN MILLER DIRECTOR 0.30 X 0 0 0 TOM OZBURN DIRECTOR 0.30 X 0 0 0 DEB REINER DIRECTOR 0.30 X 0 0 0 GUS SEPULVEDA DIRECTOR 0.30 X 0 0 0 DAVID SHIMP DIRECTOR 0.30 X 0 0 0 CHAD WASSERMAN DIRECTOR 0.30 X 0 0 0 RACHEL WHITE DIRECTOR 0.30 X 0 0 0 STEPHANIE WISE DIRECTOR 0.30 X 0 0 0 KEITH ZIMMERMAN DIRECTOR 0.30 X 0 0 0 JENNIFER BERRES CHAIR 2.00 X X 0 0 0 JOE FLYNN PRESIDENT 20.00 X X 0 0 0 JOHN HACKETT TREASURER 1.00 X X 0 0 0 SUSAN SHORT-JONES SECRETARY 2.00 X X 0 0 0 RONALD LEE GRUBBS JR ASSISTANT SECRETARY 0.50 X X 0 0 0 SAM HAZEN EX-OFFICIO HONORARY CHAIR 0.25 X 0 0 0 JOANNE F PULLES THRU 102025 FORMER VICE CHAIR 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 564712 12923779 242479 13488491 664851 664851 94809 85189 9620 9620 9620 147288 564712 163854 -16566 -16566 13335 13335 0 14146396 0 0 657905 9749100 9749100 67756 67756 220638 220638 117212 17517 99695 28018 719 3449 23850 394747 272673 3700 118374 7866 4237 3629 35954 1123 24991 9840 6361 6361 LICENSES AND FEES 2737 2737 DUES AND SUBSCRIPTIONS 350 350 10630739 10266007 108994 255738 X 44186 21515 0 22671 332163 337895 12355236 15950094 3202169 3151115 44678 43247 369122 132381 64631 64631 0 0 3522735 4064415 7582 17109 19833685 23696256 129477 41955 31650 0 161127 41955 X 18520430 22464458 1152128 1189843 19672558 23654301 19833685 23696256 3515657 466086 0 X X 0 1 X 1 0 X 11152116 10681791 11071576 14454174 13488491 60848148 11152116 10681791 11071576 14454174 13488491 60848148 21964161 38883987 88747 290754 692914 744060 664851 2481326 63329474 0.61400 0.61420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64631 64631 0 0 MFB NTGI COM DAILY S&P500 EQUITY INDEX FUND - LENDING 3169935 F MFB NTGI COMMON DAILY AGGREGATE BOND INDEX FUND - LENDING 894480 F 4064415 15476878 466086 869063 -18002 1317147 14159731 -13335 -13335 14146396 11495135 869063 -18002 851061 10644074 -13335 -13335 10630739 PART XI, LINE 2D - OTHER ADJUSTMENTS: DONATED SERVICES NETTED WITH INVESTMENT INCOME IN AUDITED FINANCIAL STATEMENT 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 STATEMENT 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 GOLF TOURNAMENT 661000 520580 140420 4369 121733 21278 7531 CLAY TARGET 51000 44132 6868 6585 1200 1158 712000 564712 147288 4369 128318 22478 8689 163854 -16566 1 CASH 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 IMPACTED BY HURRICANE, FIRE, FLOOD, TORNADO, OR OTHER NATURAL DISASTERS. 247 855200 CASH 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 FOR RELIEF OF FINANCIAL HARDSHIP DUE TO ILLNESS AND INJURY. 1949 6617650 CASH 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 FOR RELIEF OF FINANCIAL HARDSHIP FOR DEATH OF AN ELIGIBLE INDIVIDUAL OR IMMEDIATE FAMILY MEMBER. 294 903200 CASH 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 FOR RELIEF OF FINANCIAL HARDSHIP DUE TO DOMESTIC VIOLENCE. 92 292900 CASH 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 FOR RELIEF OF FINANCIAL HARDSHIP DUE TO OTHER SPECIAL SITUATIONS. 576 1080150 SCHEDULE I, PART I, LINE 2 THE HOPE FUND MONITORS THE USE OF GRANT FUNDS BY FOLLOWING A DETAILED APPLICATION PROCESS TO DETERMINE ELIGIBILITY OF APPLICANTS FOR FINANCIAL SUPPORT. THIS PROCESS INCLUDES COMPLETION OF AN APPLICATION, REVIEW AND RECOMMENDATION BY A LOCAL FUND LEADER OR COMMITTEE, AND SUBMISSION OF THE APPLICATION AND SUPPORTING DOCUMENTATION TO THE HOPE FUND STAFF FOR REVIEW AND APPROVAL. APPROVED GRANTS ARE PAID VIA DIRECT DEPOSIT. ELIGIBILITY IS BASED ON ACTIVE OR PREVIOUS EMPLOYMENT AT A FACILITY AFFILIATED WITH HCA HEALTHCARE, INC. AS A FULL-TIME, PART-TIME, OR "PRN" EMPLOYEE WORKING AN AVERAGE OF 12 HOURS PER WEEK OR MORE. INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC. ARE ALSO ELIGIBLE. ELIGIBLE APPLICANTS SUFFERING A FINANCIAL HARDSHIP RELATED TO A DISASTER MAY RECEIVE UP TO $10,000 BASED ON HOUSEHOLD SIZE AND LEVEL OF DAMAGE. A DETAILED FUNDING GRID IS USED TO DETERMINE THE GRANT AMOUNT FOR DISASTER APPLICANTS. APPLICANTS APPLYING FOR ASSISTANCE RELATED TO DEATH OF AN ELIGIBLE INDIVIDUAL OR IMMEDIATE FAMILY MEMBER, HARDSHIP ARISING FROM DOMESTIC VIOLENCE, AND EXTENDED ILLNESS OR INJURY MAY QUALIFY FOR UP TO $7,500. APPLICANTS APPLYING FOR ASSISTANCE RELATED TO OTHER SPECIAL SITUATIONS MAY QUALIFY FOR UP TO $5,000. GENERALLY, APPLICANTS ARE ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE ONE TIME PER TWELVE-MONTH PERIOD, WITH NO GRANT EXCEEDING THE MAXIMUM AMOUNT ASSIGNED FOR EACH GRANT CATEGORY. THE GRANT MAY BE AMENDED FOR ADDITIONAL PAYMENTS WITHIN THE TWELVE-MONTH PERIOD OF TIME NOT TO EXCEED THE GRANT MAXIMUM. THIS ANNUAL LIMITATION EXCLUDES DISASTER-RELATED GRANTS. EACH GRANT RECIPIENT IS LIMITED TO A ROLLING FIVE-YEAR MAXIMUM LIMIT OF $10,000, EXCLUDING DISASTER-RELATED GRANTS. X 4 85189 FAIR VALUE X SOFTWARE LICENSE FEES 3 157290 COST 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS JENNIFER BERRES AND JOHN HACKETT AND DIRECTORS SHANNON DAUCHOT, DR. RANDY FAGIN, RICHARD HAMMETT, TED JOHNSON, DEB REINER, AND CHAD WASSERMAN EACH SERVED AS A SENIOR OFFICER OF HCA HEALTHCARE, INC. DURING 2025. 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 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 2025. 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.