2026-02-12T15:36:13-06:00 2023-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2023-01-01 330627187 HOFFMAN INSTITUTE FOUNDATION HOFF 4154855220 1299 FOURTH ST 600 SAN RAFAEL CA 94901 MATTHEW BRANNAGAN CEO 4154855220 2026-02-12 1 0 FRANCES OLSON P01228048 4254544919 2026-02-10 2023 2025-03-06 01:10:19Z X ANN LLOYD INGRASCI 1299 FOURTH ST 600 SAN RAFAEL CA 94901 18043130 0 X WWW.HOFFMANINSTITUTE.ORG X 1994 CA TO FOSTER, PROMOTE, SUPPORT, AUGMENT, DEVELOP, AND ENCOURAGE PERSONAL GROWTH AND HUMAN POTENTIAL. 14 12 86 59 16970 5251 2441324 7247795 7767985 10564035 3745 28713 51169 141645 10264223 17982188 0 5286423 0 0 5921157 7214237 0 0 771925 3898319 4470573 9819476 16971233 444747 1010955 3732603 4904174 2285065 2445681 1447538 2458493 TO FOSTER, PROMOTE, SUPPORT, AUGMENT, DEVELOP, AND ENCOURAGE PERSONAL GROWTH AND HUMAN POTENTIAL. 0 0 14481119 5286423 10564035 PROVIDED 48 INTENSIVE 7 DAY RESIDENTIAL COURSES IN PERSONAL GROWTH/HUMAN POTENTIAL PROGRAMS (1,704 PARTICIPANTS), 7 INTENSIVE 3 DAY GRADUATE COURSES IN SAME (200 PARTICIPANTS), AND 71 VIRTUAL / OTHER COURSES IN SAME (1,111 PARTICIPANTS) IN THE UNITED STATES. EXPANDED EDUCATION CURRICULUM INTO CANADA THROUGH THE CREATION OF NEW SUBSIDIARY HOFFMAN INSTITUTE CANADA, ULC WHICH PROVIDED 1 INTENSIVE 7 DAY RESIDENTIAL COURSE IN PERSONAL GROWTH/HUMAN POTENTIAL PROGRAM (29 PARTICIPANTS). ISSUED A PASSTHROUGH GRANT OF $4.5MM TO HOFFMAN INSTITUTE SUPPORTING FOUNDATION TO FUND A $4MM PAYDOWN OF THE RETREAT CENTER PROPERTY LOAN WITH CITY NATIONAL BANK AND SEVERAL CAPITAL IMPROVEMENTS TO THE HOFFMAN RETREAT CENTER (HRC) SITE. 14481119 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 18 0 86 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 12 1 0 0 0 0 0 0 1 1 0 0 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 40.00 2.00 X X 159917 0 9546 CHARLES INGRASCI FOUNDER 40.00 5.00 X 159979 0 12473 RYAN KATZ CHAIRMAN 2.00 0.00 X 0 0 0 JOEL APPEL DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE BARMAZEL DIRECTOR 1.00 0.00 X 0 0 0 JOAN BELKIN DIRECTOR 1.00 0.00 X 0 0 0 STEVE BELKIN DIRECTOR 1.00 0.00 X 0 0 0 SCOTT BRICKMAN DIRECTOR 1.00 0.00 X 0 0 0 SUSAN BUDINGER DIRECTOR 1.00 0.00 X 0 0 0 CHRISTY FOLEY DIRECTOR 1.00 0.00 X 0 0 0 FELIPE JAIN DIRECTOR 1.00 0.00 X 0 0 0 DIANNE MORRISON DIRECTOR 1.00 0.00 X 0 0 0 MELINDA REED DIRECTOR 1.00 0.00 X 0 0 0 JAKE TARR DIRECTOR 1.00 0.00 X 0 0 0 MATT BRANNAGAN VICE PRESIDENT 40.00 0.00 X 184176 0 11304 KATE MAYER CFO & TREASURER 40.00 1.00 X 112678 0 14751 FREDRIKA CAMOZZI SECRETARY 0.50 0.00 X 7315 0 0 MARISSA INGRASCI SENIOR TEACHER & DIR OF MARKETING 40.00 1.00 X 200154 0 7029 MARC KAPLAN TEACHER 40.00 0.00 X 130562 0 18204 JO MATTOON SENIOR TEACHER 40.00 0.00 X 138579 0 6858 JUANITA GAGE SENIOR TEACHER 40.00 0.00 X 135227 0 3173 CRYSTAL JENKINS SENIOR TEACHER 40.00 0.00 X 128403 0 4545 ALYSSIA SHEIKH TEACHER 40.00 0.00 X 123038 0 8099 1480028 0 95982 19 0 1 0 INSALATA 120 SIR FRANCIS DRAKE BLVD SAN ANSELMO CA 94960 CATERING 1098161 GUEST HOUSE RETREAT CENTER 318 W MAIN STREET CHESTER CT 06412 CATERING AND LODGING 593445 2 228974 7018821 5303 7247795 PROCESS REVENUE 611600 10564035 10564035 10564035 28713 28713 85184 60942 24242 16970 7272 PROPERTY TAX REFUND 900099 103104 103104 LEASE SIGN ON BONUS 900099 10000 10000 4299 4299 117403 17982188 10564035 16970 153388 4505000 4505000 781423 781423 879322 402354 261381 215587 5094468 4144669 637739 312060 807147 575921 199125 32101 433300 315762 78048 39490 16619 16619 166962 65392 92342 9228 121846 32372 89474 52803 20355 26826 5622 36929 7386 25850 3693 285240 285240 586821 413238 137597 35986 247580 208497 39083 243770 165377 50043 28350 5139 5139 213737 147560 66177 OTHER PROCESS COSTS 2062865 2028855 34010 SUPPLIES 336158 327010 9148 EQUIPMENT LEASES 79925 54375 25550 14179 333 13512 334 16971233 14481119 1718189 771925 2727143 665226 74115 2960792 9699 20669 520368 47679 89108 79708 66896 17951 12812 164677 856016 470522 3732603 4904174 184598 331080 1201470 1447412 199001 194068 699996 473121 2285065 2445681 X 1392371 2403326 55167 55167 1447538 2458493 3732603 4904174 1010955 0 X 0 1 X 1 0 X 2242648 3221756 6262203 2441324 7247795 21415726 6558753 2928900 5647774 7819154 10564035 33518616 25555 25555 8801401 6150656 11909977 10260478 17837385 54959897 1433267 1799358 3433797 811386 400493 7878301 0 1433267 1799358 3433797 811386 400493 7878301 47081596 907 703 844 3745 28713 34912 907 703 844 3745 28713 34912 1030189 16970 1047159 117403 117403 8802308 7181548 11910821 10264223 18000471 56159371 0.83840 0.80240 0.00060 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59392 51223 8169 20316 15673 4643 12812 RIGHT OF USE ASSETS 463557 SECURITY DEPOSITS 6965 470522 LEASE OBLIGATIONS 473121 473121 NORTH AMERICA 0 0 PROGRAM RELATED INVESTMENTS 1069227 0 0 0 0 0 0 1069227 0 1069227 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 HOFFMAN INSTITUTE SUPPORTING FOUNDATION 1299 FOURTH ST STE 600 SAN RAFAEL CA 94901 204801174 501(C)(3) 4500000 0 PASSTHROUGH GRANT TO PAY OFF DEBT RELATED TO RETREAT SITE 1 0 SCHOLARSHIPS 310 781423 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 SENIOR TEACHER & DIR OF MARKETING 197924 0 2230 0 0 0 0 0 7029 0 207183 0 0 0 MATT BRANNAGAN VICE PRESIDENT 181773 0 2403 0 0 0 0 0 11304 0 195480 0 0 0 CHARLES INGRASCI FOUNDER 157111 0 2868 0 0 0 0 0 12473 0 172452 0 0 0 ANN INGRASCI PRESIDENT & CEO 157049 0 2868 0 0 0 0 0 9546 0 169463 0 0 0 PART I, LINE 7 YEAR-END ANNUAL BONUSES WERE REVIEWED 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 169463 EMPLOYMENT 0 CHARLES INGRASCI FAMILY MEMBER OF ANN & MARISSA INGRASCI 172452 EMPLOYMENT 0 MARISSA INGRASCI FAMILY MEMBER OF CHARLES & ANN INGRASCI 207183 EMPLOYMENT 0 HOFFMAN INSTITUTE INC CONTROLLED ENTITY OF CHARLES & ANN INGRASCI 285240 ROYALTY PAYMENT 0 PART I, LINE 6 VOLUNTEERS CONSIST OF TWELVE UNCOMPENSATED BOARD MEMBERS AND FORTY-SEVEN GRADUATE GROUP LEADERS. FORM 990, BOX B: THE ORGANIZATION IS AMENDING ITS 2023 FORM 990 TO UPDATE PROGRAM ACCOMPLISHMENTS REPORTED ON PART I, LINE 4A BY PROVIDING ADDITIONAL DETAIL REGARDING THE PURPOSE OF THE LOAN PAYDOWN. THE AMENDMENT ALSO INCLUDES REPORTING OF BUSINESS TRANSACTIONS BETWEEN THE ORGANIZATION AND INTERESTED PERSONS, WHICH ARE DISCLOSED ON SCHEDULE L, PART IV. 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 THE FINANCE COMMITTEE INDEPENDENTLY REVIEWS THE 990 ALONG WITH MANAGEMENT AND PASSES ALONG A RECOMMENDATION FOR FILING TO THE ENTIRE BOARD, WHO ALL RECEIVE A COPY BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES OFFICERS AND BOARD MEMBERS TO SELF-DISCLOSE ANY POTENTIAL CONFLICTS SO THAT THEY CAN BE REVIEWED BY THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS. AFTER A POTENTIAL CONFLICT OF INTEREST IS DETERMINED BY THE GOVERNING BOARD OR COMMITTEE, THE INTERESTED PERSON MAY MAKE A PRESENTATION AT A BOARD MEETING. AFTER THE PRESENTATION, THE INDIVIDUAL WILL LEAVE THE MEETING. THE BOARD WILL DISCUSS AND VOTE ON THE POSSIBLE CONFLICT OF INTEREST AND THE APPROPRIATE COURSE OF ACTION. ALL BOARD MEMBERS AND OFFICERS ARE INCLUDED UNDER THE CONFLICT OF INTEREST POLICY AND MUST REVIEW AND SIGN THE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICER COMPENSATION PACKAGES ARE REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. ADDITIONALLY, THE CEO, CFO, AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY REVIEW OF NONPROFIT SALARY SURVEY SOURCES USING GEOGRAPHIC, ORGANIZATION SIZE, AND OTHER RELEVANT FACTORS. THE LAST COMPENSATION REVIEW WAS COMPLETED IN NOVEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990, FINANCIAL STATEMENTS, AND OTHER REQUIRED POLICIES 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 -42292 1069227 1.00000 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 HOFFMAN INSTITUTE SUPPORTING FOUNDATION B 4500000 COST HOFFMAN INSTITUTE CANADA ULC R 520368 COST