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Hoffman Institute Supportingfoundation

EIN 20-4801174 · San Rafael, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong94 out of 100GovernanceStrong95 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

THE SPECIFIC AND PRIMARY PURPOSE OF THE SUPPORTING FOUNDATION IS TO ENGAGE IN CHARITABLE AND EDUCATION ACTIVITIES THAT BENEFITS, PERFORMS THE FUNCTIONS OF, OR CARRIES OUT THE PURPOSE OF THE HOFFMAN INSTITUTE FOUNDATION.

Income
$4.2 million
Spending
$863,248
Reserves
116.9 months of spending
Largest source of income
investment income, 95%
Employees
0
Volunteers
8
Highest pay
$214,219, director

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 94 out of 100. Higher than 76% of charities in its peer group (medical research, $1m to $10m).

  • Reserves

    35 of 35

    Spendable reserves would cover 116.9 months of spending.

  • Debt

    20 of 20

    It owes 1% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 79% of income.

  • Income trend

    10 of 15

    Income fell 8% on the year before.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 95 out of 100. Higher than 57% of charities in its peer group (medical research, $1m to $10m).

  • Independent board

    25 of 25

    4 of 6 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. THE KEY ACTIVITIES IN YEAR 2024 WERE CENTRALIZED ON THE PURCHASE OF A NEW LONG TERM RETREAT CENTER, PLANNING FOR THE LARGE-SCALE CAPITAL IMPROVEMENT RENOVATION OF SAME, AND THE PAYOFF OF ALL DEBT WITH PROCEEDS FROM THE SALE OF FORMER RETREAT SITES. THE DETAILS OF THE MAJOR TRANSACTIONS ARE: THE SALE FOR $6MM OF THE FORMER RETREAT SITE WHITE SULPHUR SPRINGS IN NAPA, CA WHICH WAS BADLY DAMAGED IN THE 2020 GLASS WILDFIRE; THE SALE FOR $20MM OF THE CURRENT HOFFMAN RETREAT CENTER IN PETALUMA, CA AT WHICH HOFFMAN INSTITUTE FOUNDATION WILL REMAIN A TENANT UNTIL THE NEW SITE IS READY TO OPERATE RETREATS IN YEAR 2026; THE PURCHASE FOR $11.5MM OF THE SANTA SABINA RETREAT CENTER IN SAN RAFAEL, CA; AND THE PAYDOWN OF $6MM TO CITY NATIONAL BANK WHICH ZEROED OUT ALL LONG TERM LIABILITIES. THE SCOPE OF THE CAPITAL RENOVATION AT SANTA SABINA CAPITAL IMPROVEMENTS ARE PROJECTED TO EXCEED $12MM AND INCLUDE CLASSROOMS RENOVATION, MODERNIZATION, FIRE SAFETY, HVAC, ADA ADDITIONS, PAINTING, AND SEVERAL BATHROOM RENOVATIONS ADDITIONS. IMPROVEMENTS TO THIS 2.5+ ACRE SITE ENABLES THE HOFFMAN INSTITUTE FOUNDATION TO INCREASE AND CONSOLIDATE RETREAT OPERATIONAL CAPACITY.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since August 2006.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.