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STANFORD HEALTH CARE TRI-VALLEY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STANFORD HEALTH CARE TRI-VALLEY (EIN 94-1429628)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-15
IRS object ID
202611979349300846
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-15T14:27:52-05:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 NEW YORK AVE NW STE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941429628EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STANFORD HEALTH CARE TRI-VALLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% NICOLE PEDIGOInCareOfNm
Business Name ControlSTANBusinessNameControlTxt
Phone9258473000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15555 W LAS POSITAS BOULEVARDAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKYLE WICHELMANNPersonNm
Person TitleCFOPersonTitleTxt
Phone9258473000PhoneNum
Signature2026-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL D HOFFMANPreparerPersonNm
PTINP01345551PTIN
Phone2024141000PhoneNum
Preparation2026-07-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerKYLE WICHELMANNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15555 W LAS POSITAS BOULEVARDAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$623,238,236GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://STANFORDHEALTHCARE.ORG/TRI-VALLEYWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee1970TotalEmployeeCnt
Total Volunteers241TotalVolunteersCnt
Total Gross UBI$340,852TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$145,872NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,940,162PYContributionsGrantsAmt
CY Contributions Grants$2,929,800CYContributionsGrantsAmt
PY Program Service Revenue$530,590,250PYProgramServiceRevenueAmt
CY Program Service Revenue$613,456,343CYProgramServiceRevenueAmt
PY Investment Income$737,560PYInvestmentIncomeAmt
CY Investment Income$267,248CYInvestmentIncomeAmt
PY Other Revenue-$1,514,647PYOtherRevenueAmt
CY Other Revenue-$2,393,305CYOtherRevenueAmt
PY Total Revenue$531,753,325PYTotalRevenueAmt
CY Total Revenue$614,260,086CYTotalRevenueAmt
PY Grants And Similar Paid$261,907PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$310,723CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$287,698,560PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$317,040,767CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$567,000CYTotalFundraisingExpenseAmt
PY Other Expenses$227,963,182PYOtherExpensesAmt
CY Other Expenses$280,671,152CYOtherExpensesAmt
PY Total Expenses$515,923,649PYTotalExpensesAmt
CY Total Expenses$598,022,642CYTotalExpensesAmt
PY Revenues Less Expenses$15,829,676PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,237,444CYRevenuesLessExpensesAmt
Total Assets BOY$472,654,079TotalAssetsBOYAmt
Total Assets EOY$502,692,148TotalAssetsEOYAmt
Total Liabilities BOY$154,652,179TotalLiabilitiesBOYAmt
Total Liabilities EOY$162,807,292TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$318,001,900NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$339,884,856NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSTANFORD HEALTH CARE TRI-VALLEY'S MISSION IS TO CARE, TO EDUCATE, AND TO DISCOVER.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$546,349,327ExpenseAmt
Grant$310,723GrantAmt
Revenue$615,253,063RevenueAmt
DescSHC TRI-VALLEY'S OPERATIONAL SERVICES INCLUDE INPATIENT MEDICAL, SURGICAL AND MATERNAL & CHILD HEALTH, EMERGENCY, DIAGNOSTIC AND THERAPEUTIC, AMBULATORY PROCEDURAL AND ADDITIONAL HEALTH CARE SERVICES. CARE IS PROVIDED TO ALL INCLUDING THOSE INSURED BY GOVERNMENT, COMMERCIAL OR OCCUPATIONAL HEALTH COVERAGES, SELF-PAY PATIENTS AND PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE CHARITY-CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. ANY PROFITS MADE FROM OPERATIONS ARE INVESTED INTO NEW FACILITIES, EQUIPMENT AND SERVICES OR COMMUNITY BENEFIT PROGRAMS. STANFORD HEALTH CARE TRI-VALLEY'S ANNUAL COMMUNITY BENEFIT INVESTMENT FOCUSES ON IMPROVING THE HEALTH OF THE COMMUNITY'S MOST VULNERABLE POPULATIONS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND POPULATIONS AFFECTED BY HEALTH DISPARITIES. AT THE CORE OF THIS WORK IS A COMMITMENT TO ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH AND BREAKING DOWN BARRIERS THAT AFFECT WELL-BEING AND OPPORTUNITY, INCLUDING HOUSING, ECONOMIC SECURITY, AND SOCIAL SUPPORT. TO ADDRESS THESE NEEDS, SHC TRI-VALLEY PARTNERS WITH LOCAL COMMUNITY-BASED ORGANIZATIONS AND GOVERNMENT AGENCIES TO SUPPORT PROGRAMS THAT IMPROVE THE HEALTH OF THE COMMUNITY, WORKING TOGETHER TO ADDRESS THE VARIOUS NEEDS OF COMMUNITY MEMBERS. SHC TRI-VALLEY'S COMMUNITY ENGAGEMENT EFFORTS ALSO INCLUDE COMMUNITY BUILDING, WORKFORCE DEVELOPMENT, ADVOCACY, AND HEALTH EDUCATION AND PREVENTION. BY SUPPORTING AND ADVANCING POSITIVE CHANGE, WE WORK TO PROMOTE HEALTH EQUITY NOW AND FOR FUTURE GENERATIONS. ACTIVITIES FOR VULNERABLE POPULATIONS SHC TRI-VALLEY SPONSORED A ONE-DAY EVENT WITH ALAMEDA COUNTY VETERANS STAND DOWN TO SUPPORT HOMELESS OR AT-RISK VETERANS BY PROVIDING THE NECESSARY SOCIAL AND HUMAN SERVICES TO HELP THEM IMPROVE THEIR LIVES. IN ADDITION TO SNACKS AND LUNCH, RESOURCES FOR VETERANS, INCLUDING PHYSICAL AND MENTAL HEALTH CARE, DENTAL CHECKUPS, HAIRCUTS, AND MUCH MORE WERE OFFERED AT THIS EVENT. SHC TRI-VALLEY SUPPORTED CAPE'S PROVISION OF MEALS FOR PRESCHOOL-AGED CHILDREN BY PREPARING ALL THE MEALS. CAPE, INC.'S PRIMARY FOCUS IS PROVIDING THE HIGHEST QUALITY EARLY CHILDHOOD DEVELOPMENT SERVICES THAT MEET THE NEEDS OF LOW-INCOME CHILDREN AND THEIR FAMILIES INCLUDING HEALTH AND NUTRITION. SERVED OVER 150 PRESCHOOLERS. PROVIDED FUNDING TO SUPPORT OPERATION CRANBERRY SAUCE (OCS). OCS FOOD PACKAGES FEED A FAMILY OF FIVE FOR A THANKSGIVING MEAL. EACH LOW-INCOME FAMILY RECEIVED ONE BOX OF GROCERIES THAT INCLUDED STAPLES AND NONPERISHABLE ITEMS AND A FROZEN TURKEY. FOOD PACKAGES WERE PROVIDED TO APPROXIMATELY 9,000 LOW-INCOME FAMILY MEMBERS IN LIVERMORE, PLEASANTON, DUBLIN, SAN LEANDRO, CASTRO VALLEY, HAYWARD, AND OAKLAND. PERSONS SERVED: APPROX. 9,000 DONATED SURPLUS MEALS & FOOD SUPPLIES TO DAILY BOWL. DAILY BOWL THEN DELIVERS THAT SURPLUS FOOD WHICH WOULD OTHERWISE GO TO WASTE, DISTRIBUTING IT TO LOCAL AGENCIES FEEDING PEOPLE WHO ARE HUNGRY. OVER 2,000 LBS. OF FOOD DONATED. PROVIDED EXPERTS TO ASSIST UNINSURED, LOW-INCOME PATIENTS RESEARCH THEIR HEALTH CARE OPTIONS. SERVICES PROVIDED AT NO COST BY MEDDATA INVOLVE HELPING INDIVIDUALS RESEARCH ELIGIBILITY REQUIREMENTS, IDENTIFY APPROPRIATE HEALTH INSURANCE PROGRAMS, COMPLETE APPLICATIONS, COMPILE REQUIRED DOCUMENTATION, AND FOLLOW UP WITH COUNTY CASE MANAGERS. THIS SERVICE ASSISTS ELIGIBLE PATIENTS IN OBTAINING COVERAGE FOR MEDICAL NECESSITIES, SUCH AS HOSPITAL CARE, PRESCRIPTION DRUGS, AND HOME HEALTH CARE. PROVIDED FUNDING AND RESOURCES FOR PATIENTS THAT HAVE LIMITED OR NO ABILITY TO PAY FOR NECESSARY MEDICAL AND NONMEDICAL SERVICES THROUGH THE SOCIAL WORK AND CASE MANAGEMENT DEPARTMENT. SERVICES INCLUDE TRANSPORTATION, MEDICATIONS, CLOTHING, AND MEAL ASSISTANCE. PERSONS SERVED: 1,230 SHC TRI-VALLEY PROVIDED FUNDS FOR A LICENSED MARRIAGE AND FAMILY THERAPIST (MFT) FOR AXIS COMMUNITY HEALTH. THIS THERAPIST INCREASED CAPACITY TO SERVE TRI-VALLEY RESIDENTS AT AXIS' CLINICAL SITE. THE ADDITIONAL COUNSELOR HAS HELPED TO ALLEVIATE THE DIRE NEED FOR MORE MENTAL HEALTH SERVICES IN THE COMMUNITY. IN ADDITION, WAIT TIMES FOR MENTAL HEALTH SERVICES APPOINTMENTS AT THE CLINIC HAVE BEEN REDUCED. A TOTAL OF 2,165 MENTAL HEALTH VISITS WERE PROVIDED TO THE UNINSURED. SHC TRI-VALLEY PROVIDED GRANT FUNDING AT GOODNESS VILLAGE FOR A CASE MANAGEMENT SPECIALIST. GOODNESS VILLAGE IS A TINY HOME COMMUNITY THAT PROVIDES AFFORDABLE AND PERMANENT HOUSING OPTIONS IN A SUPPORTIVE COMMUNITY FOR PEOPLE TRANSITIONING OUT OF CHRONIC HOMELESSNESS. PROVIDED FUNDING FOR OPEN HEART FOOD BANK. THE FOOD BANK IS THE REDISTRIBUTION ORGANIZATION OF ALAMEDA COUNTY COMMUNITY FOOD BANK, PROVIDING A BRIDGE IN EAST COUNTY TO REDISTRIBUTE FOOD TO THE LOCAL FOOD PANTRIES OF THE TRI-VALLEY WHO SERVE FOOD-INSECURE CLIENTS FROM LOW-INCOME BACKGROUNDS, THE UNHOUSED, PEOPLE WITH DISABILITIES, AND OLDER ADULTS LIVING ON FIXED-INCOMES. PROVIDED FUNDING IN SUPPORT OF SUNFLOWER HILL'S IRBY RANCH FARMERS MARKET PROGRAM. THIS PROGRAM PROVIDES FRESH FRUITS, VEGETABLES, AND HERBS (2X PER MONTH) TO RESIDENTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) WHO RESIDE AT IRBY RANCH. IN ADDITION, IT PROVIDED PRODUCE TO GO TO LOCAL COMMUNITY PARTNERS WORKING TO ADDRESS FOOD INSECURITY IN THE COMMUNITY AT LARGE. SHC TRI-VALLEY PROVIDED A WIDE VARIETY OF RESOURCES AND SERVICES TO THE BROADER COMMUNITY REGARDING GENERAL HEALTH TOPICS, AS WELL AS FOR MEALS ON WHEELS, SHC TRI-VALLEY PREPARED MORE THAN 34,420 MEALS (MORE THAN 90 MEALS PER DAY, 5 DAYS PER WEEK) 800 PEOPLE ARE SERVED, FOR HOMEBOUND SENIORS IN THE FOLLOWING ALAMEDA COUNTY CITIES, PLEASANTON, LIVERMORE, DUBLIN AND SUNOL. THESE HOT MEAL PROGRAMS PROVIDE LOCAL SENIORS WITH THE NUTRITION CRITICAL TO THEIR HEALTH AND WELL-BEING. SHC TRI-VALLEY ALSO PROVIDED OFFICE SPACE TO SPECTRUM, THE NONPROFIT ORGANIZATION IN CHARGE OF ORGANIZING THE MEALS ON WHEELS PROGRAM IN THE TRI-VALLEY AREA. SHC TRI-VALLEY PROVIDED FUNDING TO SUPPORT ALAMEDA COUNTY'S HEALING HEARTS EVENT FOR SUICIDE PREVENTION. THE EVENT IS FOCUSED ON RAISING AWARENESS OF THE TRAGEDY OF SUICIDE, REDUCING THE STIGMA ASSOCIATED WITH DEPRESSION AND MENTAL ILLNESS, EDUCATING THE COMMUNITY ABOUT AVAILABLE SERVICES, SUPPORTING LOCAL SUICIDE PREVENTION PROGRAMS, AND PROVIDING A SAFE PLACE TO HEAL FOR THOSE WHO HAVE LOST LOVED ONES TO SUICIDE. PERSONS SERVED: 125 SHC TRI-VALLEY PROVIDED FUNDING TO THREE VALLEYS COMMUNITY FUND FOR MENTAL HEALTH & WELLNESS, HEALTH EQUITY & ACCESS, AND ENVIRONMENTAL HEALTH & SUSTAINABILITY. - MENTAL HEALTH & WELLNESS: ADDRESSES THE CONTINUED NEED FOR MENTAL HEALTH SUPPORT AND SEEKS TO STRENGTHEN MENTAL HEALTH SERVICES. - HEALTH EQUITY & ACCESS: DISMANTLES BARRIERS TO HEALTHCARE ACCESS FOR TRADITIONALLY UNDERSERVED GROUPS, INCLUDING PERSONS OF COLOR, NON-ENGLISH SPEAKING COMMUNITIES, SENIORS, PEOPLE WITH DISABILITIES, LOW-INCOME HOUSEHOLDS, UNHOUSED, AND IMMIGRANT POPULATION. - ENVIRONMENTAL HEALTH & SUSTAINABILITY: BOOSTS ENVIRONMENTAL STEWARDSHIP AND IMPROVES BOTH ENVIRONMENTAL AND PUBLIC HEALTH THROUGH EDUCATION, OUTREACH, AND WORKFORCE DEVELOPMENT IN THE GREEN SECTOR. PROVIDED A WIDE VARIETY OF RESOURCES AND SERVICES TO THE BROADER COMMUNITY REGARDING CARDIAC INFORMATION AND EDUCATION, INCLUDING LECTURES. SHC TRI-VALLEY PROVIDED FREE, NONMEDICAL SUPPORT SERVICES TO CANCER PATIENTS, FAMILY MEMBERS, AND CAREGIVERS REGARDLESS OF WHERE PATIENTS RECEIVE TREATMENT. SERVICES PROVIDED INCLUDE SUPPORT GROUPS, HEALTH EDUCATION CLASSES, SEMINARS, SYMPOSIA, AND HEALING TOUCH SUPPORTIVE CARE. SHC TRI VALLEY PROVIDED HERS FOUNDATION SPONSORSHIP FUNDS TO SUPPORT ALL INDIVIDUALS HEALING FROM BREAST CANCER BY PROVIDING POST-SURGICAL PRODUCTS AND SERVICES, REGARDLESS OF FINANCIAL STATUS. HERS STANDS FOR HOPE, EMPOWERMENT, RENEWAL, AND SUPPORT. PROVIDED SPONSORSHIP FUNDS TO SUPPORT BREAST CANCER PREVENTION PARTNERS. BCPP WORKS TO ELIMINATE EXPOSURE TO TOXIC CHEMICALS AND OTHER ENVIRONMENTAL EXPOSURES LINKED TO BREAST CANCER-TO SAVE LIVES AND PREVENT THE DISEASE BEFORE IT STARTS. SHC TRI-VALLEY PROVIDED FUNDS TO SUPPORT CULINARY ANGELS, A VOLUNTEER, DONATION-BASED ORGANIZATION THAT PROVIDES NUTRIENT-RICH MEALS AND NUTRITION EDUCATION TO PEOPLE GOING THROUGH A SERIOUS HEALTH CHALLENGE. MEALS ARE DELIVERED FREE-OF-CHARGE THROUGHOUT LIVERMORE, DUBLIN AND PLEASANTON. SHC TRI-VALLEY PROVIDED FUNDING TO A VARIETY OF ORGANIZATIONS IN THE COMMUNITY TO HELP PROMOTE HEALTHY EATING AND ACTIVE LIFESTYLE PROGRAMS AND STEM EDUCATION. PROVIDED FIRST AID AT LOCAL COMMUNITY EVENTS SUCH AS THE LIVERMORE RODEO AND LITTLE LEAGUE WORLD SERIES. PROVIDED FUNDING IN SUPPORT OF THE CITY OF LIVERMORE'S ANNUAL COMMUNITY SERVICE DAY EVENT, AS WELL AS PROVIDED VOLUNTEER SUPPORT BENEFITING JUNCTION AVENUE SCHOOL, AN UNDERSERVED SCHOOL WITHIN THE LIVERMORE COMMUNITY. SPECIALIZED HEALTH CARE WORKFORCE TRAINING - SEE SCHEDULE H, PART VI SUPPLEMENTAL INFORMATION RELATED TO PART II, LINE 8.Desc
Total Program Service Expenses$546,349,327TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document84IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1970EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNICOLE PEDIGOPersonNm
Phone9258473000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15555 W LAS POSITAS BOULEVARDAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DAVID ENTWISTLE
DIRECTOR4.2545.75Yes (X)$0$5,284,695$100,938
QUINN MCKENNA
DIRECTOR (UNTIL 01/25)3.047.0Yes (X)$0$2,503,267$86,461
LINDA HOFF
DIRECTOR3.2546.75Yes (X)$0$2,388,761$61,217
MARY HAWN MD
DIRECTOR (AS OF 11/24)1.50.5Yes (X)$0$2,183,776$74,277
RICHARD SHUMWAY
PRES(TIL 1/25)/DIR(AS OF 1/25)25.025.0Yes (X)$1,895,817$0$117,167Yes (X)
AARON SALYAPONGSE MD
DIRECTOR1.50.5Yes (X)$0$1,150,536$82,230
THOMAS Y KIM
DIRECTOR (AS OF 11/24)1.548.5Yes (X)$0$920,491$60,257
RON DALMAN MD
DIRECTOR (UNTIL 10/24)1.50.0Yes (X)$0$849,532$79,794
KYLE WICHELMANN
CFO37.013.0$638,474$0$172,957Yes (X)
CHRISTOPHER SHARP MD
DIRECTOR (UNTIL 10/24)1.50.0Yes (X)$0$610,086$89,813
DAVID SVEC MD
CMO1.550.0$0$606,367$76,960Yes (X)
MANOJ SASTRY
VP/CAO50.00.0$527,198$0$126,186Yes (X)
MONICA DAVILA
VP CNO50.00.0$498,257$0$131,049Yes (X)
JOHN YEE MD
VP CLINICAL INITV(UNTIL 12/24)48.02.0$468,538$0$85,072Yes (X)
CHRISTOPHER LYONS
VP HUMAN RESOURCES50.00.0$480,468$0$32,207Yes (X)
WEIHAN CHU
VP/ASSOCIATE CMO (AS OF 01/25)25.025.0$0$470,311$36,143Yes (X)
THERESA KULLMAN
SR. DIR. COMP/LEGAL/RM & CONT.50.00.0$440,471$0$58,277Yes (X)
HIRUT TRUNEH
INTERIM CNO (UNTIL 05/25)50.00.0$406,021$0$68,891Yes (X)
JENNIFER SAAVEDRA
REGISTERED NURSE II50.00.0$383,364$0$53,375Yes (X)
MANPREET KAUR
REGISTERED NURSE II50.00.0$366,194$0$44,425Yes (X)
NICHOLE THOMAS
REGISTERED NURSE II50.00.0$391,842$0$11,003Yes (X)
GERALD NORTH
VP OPERATIONS (UNTIL 04/25)50.00.0$301,297$0$27,603Yes (X)
TRACEY LEWIS TAYLOR
FORMER COO50.00.0$218,123$0$25,418Yes (X)
DIANE GRUNSKY
FORMER SECRETARY50.00.0$155,369$0$32,403Yes (X)
SOLEIL CANLAS
SECRETARY (UNTIL 01/25)49.01.0$117,332$0$29,229Yes (X)
MIA SCHMIDT
SECRETARY (FROM 07/25)49.01.0$97,887$0$46,420Yes (X)
SOPHIA NEKRAWESH
INTERIM SECRETARY(01/25-07/25)49.01.0$101,445$0$20,051Yes (X)
ALCINA WEGRZYNOWSKI
DIRECTOR (UNTIL 05/25)1.50.0Yes (X)$0$0$0
JOHN SENSIBA
CHAIR1.50.5Yes (X)$0$0$0
MINDY B ROGERS
DIRECTOR (AS OF 11/24)1.52.5Yes (X)$0$0$0
RANDY POND
DIRECTOR1.50.5Yes (X)$0$0$0
REENA JADHAV
DIRECTOR1.50.0Yes (X)$0$0$0
MISTY JONES
PRESIDENT/CEO (AS OF 06/25)47.03.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,288,765TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$16,967,822TotReportableCompRltdOrgAmt
Total Other Compensation$1,763,352TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K807IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PREMIER ANESTHESIA OF CALIFORNIA
2655 NORTHWINDS PARKWAYALPHARETTAGA30009PATIENT CARE SVCS$7,774,522
SODEXO INC AFFILIATES
9801 WASHINGTON BLVDGAITHERSBURGHMD20878HOSPITALITY SERVICES$4,364,403
SBAY CONSTUCTION INC
1479 SARATOGA AVE STE 200SAN JOSECA95129CONSTRUCTION SVCS$2,361,706
TOTAL RENAL CARE
PO BOX 781607PHILADELPHIAPA19178DIALYSIS SERVICES$2,049,576
LRS HEALTHCARE LLC
PO BOX 850349MINNEAPOLISMN55485HOSPITALITY SERVICES$1,273,626
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K47CntrctRcvdGreaterThan100KCnt
Government Grants$2,496,001GovernmentGrantsAmt
All Other Contributions$433,799AllOtherContributionsAmt
Total Contributions$2,929,800TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPATIENT SERVICESDesc
Business621990BusinessCd
Total Revenue Column$613,456,343TotalRevenueColumnAmt
Related Or Exempt Func Income$613,115,491RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$340,852UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$613,456,343TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$267,248TotalRevenueColumnAmt
Exclusion$267,248ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,788,125RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$8,978,150RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$4,190,025RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,190,025TotalRevenueColumnAmt
Exclusion-$4,190,025ExclusionAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
DIETARY SERVICES900099$805,547$805,547
CLINICAL REVENUE900099$360,983$360,983
REBATE ON AGREEMENTS900099$149,016$149,016

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$481,174TotalRevenueColumnAmt
Related Or Exempt Func Income$481,174RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,796,720OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$614,260,086TotalRevenueColumnAmt
Related Or Exempt Func Income$614,912,211RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$340,852UnrelatedBusinessRevenueAmt
Exclusion-$3,922,777ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$310,723TotalAmt
Program Services$310,723ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,226,022TotalAmt
Management And General$4,226,022ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$219,177,115TotalAmt
Program Services$205,966,674ProgramServicesAmt
Management And General$13,210,441ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,588,944TotalAmt
Program Services$8,143,194ProgramServicesAmt
Management And General$445,750ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$69,434,954TotalAmt
Program Services$65,393,193ProgramServicesAmt
Management And General$4,041,761ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,613,732TotalAmt
Program Services$14,153,848ProgramServicesAmt
Management And General$1,459,884ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$842,564TotalAmt
Management And General$842,564ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$288,204TotalAmt
Management And General$288,204ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,590,172TotalAmt
Program Services$31,277,869ProgramServicesAmt
Management And General$2,312,303ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,408,195TotalAmt
Program Services$7,690,794ProgramServicesAmt
Management And General$717,401ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$34,024,566TotalAmt
Program Services$22,456,214ProgramServicesAmt
Management And General$11,568,352ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,940,881TotalAmt
Program Services$11,927,335ProgramServicesAmt
Management And General$13,546ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$81,552TotalAmt
Program Services$71,522ProgramServicesAmt
Management And General$10,030ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$99,695TotalAmt
Program Services$75,595ProgramServicesAmt
Management And General$24,100ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,556,261TotalAmt
Program Services$1,556,261ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,529,260TotalAmt
Program Services$21,438,377ProgramServicesAmt
Management And General$90,883ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,059,131TotalAmt
Program Services$3,533,069ProgramServicesAmt
Management And General$526,062ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$131,722,025$131,512,137$209,888
PURCHASED SERVICES$21,590,862$17,683,013$3,340,849$567,000
HOSPITAL QUALITY ASSUR FEE$1,761,578$1,761,578
LICENSE, TAX & FEES$536,164$100,242$435,922

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,640,042TotalAmt
Program Services$1,297,689ProgramServicesAmt
Management And General$7,342,353ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$598,022,642TotalAmt
Program Services$546,349,327ProgramServicesAmt
Management And General$51,106,315ManagementAndGeneralAmt
Fundraising$567,000FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,855,894BOYAmt
EOY$5,519,469EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$68,228,216BOYAmt
EOY$72,753,707EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,280,587BOYAmt
EOY$13,949,131EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,761,855BOYAmt
EOY$7,729,969EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$525,983,245LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$183,188,119LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$320,533,418BOYAmt
EOY$342,795,126EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,306,538BOYAmt
EOY$8,992,586EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$54,687,571BOYAmt
EOY$50,952,160EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$472,654,079BOYAmt
EOY$502,692,148EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$43,121,610BOYAmt
EOY$55,061,741EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,628,023BOYAmt
EOY$5,453,168EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$107,902,546BOYAmt
EOY$102,292,383EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$154,652,179BOYAmt
EOY$162,807,292EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$313,309,878BOYAmt
EOY$334,512,348EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,692,022BOYAmt
EOY$5,372,508EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$318,001,900BOYAmt
EOY$339,884,856EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$472,654,079BOYAmt
EOY$502,692,148EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$16,237,444ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$5,645,512OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$44,122OtherActivitiesAmt
Total Lobbying Expenditures$44,122TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 Tax0Form4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1FormAndLineReferenceDesc
ExplanationLOBBYING ACTIVITIES: SHC TRI-VALLEY BELONGS TO THE CALIFORNIA HOSPITAL ASSOCIATION/HOSPITAL COUNCIL OF NORTHERN & CENTRAL CALIFORNIA IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATION MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY25, SHC TRI-VALLEY PAID DUES OF $151,259 TO THESE ORGANIZATIONS AND THE APPROXIMATE AMOUNT OF DUES SPENT ON LOBBYING PURPOSES WAS $44,122.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,124,005OtherCostOrOtherBasisAmt
Book Value$51,124,005BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$256,666,844OtherCostOrOtherBasisAmt
Depreciation$57,510,732DepreciationAmt
Book Value$199,156,112BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,361,862OtherCostOrOtherBasisAmt
Depreciation$11,722,525DepreciationAmt
Book Value$12,639,337BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$172,451,996OtherCostOrOtherBasisAmt
Depreciation$108,540,821DepreciationAmt
Book Value$63,911,175BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,378,538OtherCostOrOtherBasisAmt
Depreciation$5,414,041DepreciationAmt
Book Value$15,964,497BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$342,795,126TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
NON PATIENT RECEIVABLES$1,606,382
DEPOSITS$733,864
INTERCOMPANY RECEIVABLE$339
RIGHT-OF-USE ASSETS$48,611,575
FieldValueIRS element (for citing)
Total Book Value Other Assets$50,952,160TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
INTERCOMPANY NOTE$43,933,073
ASSET RETIREMENT OBLIGATION$4,578,169
RIGHT-OF-USE ASSET LEASE LIABILITY$48,892,776
SELF INSURANCE RESERVES$4,355,000
INTERCOMPANY PAYABLE$340,025
REFUNDABLE DEPOSITS$193,340
FieldValueIRS element (for citing)
Total Liability$102,292,383TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2FormAndLineReferenceDesc
ExplanationFIN 48 SHC AND ITS SUBSIDIARIES HAVE NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other400.FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,131,872TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,131,872NetCommunityBenefitExpnsAmt
Total Expense0.00360TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$13,002,938TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$5,115,512DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,887,426NetCommunityBenefitExpnsAmt
Total Expense0.01320TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$68,086,888TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$24,721,733DirectOffsettingRevenueAmt
Net Community Benefit Expns$43,365,155NetCommunityBenefitExpnsAmt
Total Expense0.07250TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$83,221,698TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$29,837,245DirectOffsettingRevenueAmt
Net Community Benefit Expns$53,384,453NetCommunityBenefitExpnsAmt
Total Expense0.08930TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs22ActivitiesOrProgramsCnt
Persons Served5495PersonsServedCnt
Total Community Benefit Expns$1,008,523TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$497,351DirectOffsettingRevenueAmt
Net Community Benefit Expns$511,172NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs11ActivitiesOrProgramsCnt
Persons Served326PersonsServedCnt
Total Community Benefit Expns$2,822,107TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,822,107NetCommunityBenefitExpnsAmt
Total Expense0.00470TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs7ActivitiesOrProgramsCnt
Persons Served4054PersonsServedCnt
Total Community Benefit Expns$1,966,541TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$805,560DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,160,981NetCommunityBenefitExpnsAmt
Total Expense0.00190TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs40ActivitiesOrProgramsCnt
Persons Served9875PersonsServedCnt
Total Community Benefit Expns$5,797,171TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,302,911DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,494,260NetCommunityBenefitExpnsAmt
Total Expense0.00750TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs40ActivitiesOrProgramsCnt
Persons Served9875PersonsServedCnt
Total Community Benefit Expns$89,018,869TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$31,140,156DirectOffsettingRevenueAmt
Net Community Benefit Expns$57,878,713NetCommunityBenefitExpnsAmt
Total Expense0.09680TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$410TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$410NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served250PersonsServedCnt
Total Community Benefit Expns$3,034TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,034NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Persons Served1381PersonsServedCnt
Total Community Benefit Expns$543,614TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$543,614NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs6ActivitiesOrProgramsCnt
Persons Served1631PersonsServedCnt
Total Community Benefit Expns$547,058TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$547,058NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$24,272,337BadDebtExpenseAmt
Reimbursed By Medicare$183,686,812ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$303,470,911CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$119,784,099MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STANFORD HEALTH CARE TRI-VALLEYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15555 W LAS POSITAS BOULEVARDAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd
FieldValueIRS element (for citing)
Website AddressSTANFORDHEALTHCARE.ORG/TRI-VALLEYWebsiteAddressTxt
State License140000114StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
OtherMED FITNESS FACILITY URGENT CARE WOMEN'S CENTEROtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1STANFORD HEALTH CARE TRI-VALLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted24CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART VOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE PART VStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care400.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.FPGFamilyIncmLmtDscntCarePct
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART VFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART VFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE PART VFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, SECTION BTWO FACILITIES OPERATE UNDER SHC TRI-VALLEY'S LICENSE WITH THE FOLLOWING ADDRESSES: 1111 E STANLEY BLVD LIVERMORE, CA 94550 5555 W LAS POSITAS BLVD PLEASANTON, CA 94588
PART V, SECTION B, LINE 5ACTIONABLE INSIGHTS, LLC, AN INDEPENDENT LOCAL RESEARCH FIRM, CONDUCTED THE CHNA ON BEHALF OF THE PARTNER ORGANIZATIONS. THIS CONSULTING FIRM MANAGED THE ASSESSMENT PROCESS, INCLUDING ASSESSMENT PLANNING, PRIMARY AND SECONDARY RESEARCH, FACILITATION OF THE COMMUNITY HEALTH NEEDS IDENTIFICATION AND PRIORITIZATION, AND REPORT DEVELOPMENT. ACTIONABLE INSIGHTS SPECIALIZES IN COMMUNITY HEALTH NEEDS ASSESSMENTS, CONDUCTING 12 CHNAS FOR HOSPITALS IN THE GREATER BAY AREA DURING THE 2024-2025 CYCLE. THE FIRM ALSO SPECIALIZES IN RESEARCH AND EVALUATION, HELPING ORGANIZATIONS DISCOVER AND ACT ON DATA-DRIVEN INSIGHTS. STANFORD HEALTH CARE TRI-VALLEY (SHC TRI-VALLEY) PARTNERED WITH 4 HOSPITALS AND COLLABORATED WITH AN ADDITIONAL 12 HOSPITALS, HEALTH SYSTEMS, AND OTHER ORGANIZATIONS IN ALAMEDA AND CONTRA COSTA COUNTIES (SUBSEQUENTLY REFERRED TO AS "THE HOSPITALS"), AND THEIR CONSULTANTS, FOR THE PURPOSE OF COLLECTING DATA TO IDENTIFY CRITICAL HEALTH NEEDS OF THE COMMUNITY FOR THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). SHC TRI-VALLEY COMMISSIONED AN INDEPENDENT LOCAL RESEARCH FIRM, ACTIONABLE INSIGHTS, LLC ("AI"), TO ASSIST WITH THEIR 2025 CHNA. ON BEHALF OF SHC TRI-VALLEY AND THEIR HOSPITAL PARTNERS, AI MANAGED THE ASSESSMENT PROCESS, INCLUDING ASSESSMENT PLANNING, CONDUCTING PRIMARY AND SECONDARY RESEARCH, FACILITATION OF THE COMMUNITY HEALTH NEEDS IDENTIFICATION AND PRIORITIZATION, AND REPORT DEVELOPMENT. THE 2025 CHNA BUILT UPON EARLIER ASSESSMENTS CONDUCTED BY THE HOSPITALS. FOR THE 2025 CHNA EFFORTS, IN ADDITION TO COLLABORATING WITH A GROUP OF NONPROFIT HOSPITALS/HEALTH CARE SYSTEMS ACROSS ALAMEDA AND CONTRA COSTA COUNTIES, STANFORD HEALTH CARE TRI-VALLEY WORKED AS PART OF THE LARGER HEALTH SYSTEM ACROSS STANFORD MEDICINE'S THREE HOSPITALS (LUCILE PACKARD CHILDREN'S HOSPITAL STANFORD, STANFORD HEALTH CARE, AND STANFORD HEALTH CARE TRI-VALLEY). WHILE CONTINUING EFFORTS WITH THEIR LOCAL CHNA COLLABORATIVES, THESE THREE HOSPITALS ALSO WORKED IN CONCERT ON THE CHNA PROCESS, METHODS, AND ANALYSIS. STANFORD HEALTH CARE TRI-VALLEY'S REPORT COVERS THE TRI-VALLEY AREA OF ALAMEDA AND CONTRA COSTA COUNTIES. DURING THE 2025 CHNA PROCESS, THE HOSPITALS TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED, INCLUDING THOSE WITH SPECIAL KNOWLEDGE AND EXPERTISE IN PUBLIC HEALTH THROUGH INTERVIEWS OF PUBLIC AND COMMUNITY HEALTH LEADERS, ADVOCATES, AND EXPERTS. INPUT WAS ALSO GATHERED FROM COMMUNITY MEMBER AND COMMUNITY/INDUSTRY LEADER FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WHICH REPRESENTED THE FOLLOWING POPULATIONS: MEDICALLY UNDERSERVED, LOW-INCOME INDIVIDUALS, AND OTHER VULNERABLE POPULATIONS, INCLUDING RACIAL/ETHNIC MINORITY POPULATIONS. COMMUNITY HEALTH CONCERNS THAT WERE IDENTIFIED AND PRIORITIZED BY PARTICIPANTS PRIOR TO DISCUSSIONS WERE DISCUSSED WITH THESE VARIOUS GROUPS. PRIMARY AND SECONDARY QUALITATIVE DATA COLLECTION (COMMUNITY INPUT) QUALITATIVE DATA WAS COLLECTED TO BETTER UNDERSTAND CERTAIN TOPICS AND SUBPOPULATIONS THAT ARE NOT WELL UNDERSTOOD THROUGH THE STATISTICAL DATA.* QUALITATIVE DATA WERE ALSO RELIED UPON TO FILL PREVIOUSLY IDENTIFIED INFORMATION GAPS FOR WHICH STATISTICAL DATA REMAIN UNAVAILABLE. 1. QUALITATIVE RESEARCH WAS CONDUCTED THROUGH KEY INFORMANT INTERVIEWS AND FOCUS GROUPS. THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT WERE USED: A. KEY INFORMANT INTERVIEWS WITH HEALTH EXPERTS AND COMMUNITY SERVICE EXPERTS B. FOCUS GROUPS WITH PROFESSIONALS WHO REPRESENT AND/OR SERVE THE COMMUNITY C. GATHERING SECONDARY QUALITATIVE DATA (E.G., TRANSCRIPTS) FROM KEY INFORMANT INTERVIEWS WITH EXPERTS AND FOCUS GROUPS WITH COMMUNITY MEMBERS THAT WERE CONDUCTED BY OTHERS (E.G., PUBLIC HEALTH DEPARTMENTS, OTHER HOSPITALS) 2. INDIVIDUALS REPRESENTING VULNERABLE POPULATIONS** WERE INCLUDED (E.G., UNHOUSED, LOW-INCOME, "MINORITY" GROUPS SUCH AS BLACK, LGBTQ, OR INDIVIDUALS WITH DISABILITIES, AND MEDICALLY UNDERSERVED***). 3. INPUT FROM NEARLY 150 COMMUNITY MEMBERS, COMMUNITY LEADERS, HEALTH EXPERTS AND REPRESENTATIVES OF VARIOUS ORGANIZATIONS AND SECTORS INFORMED THE 2025 CHNA. THESE REPRESENTATIVES EITHER WORK DIRECTLY IN THE HEALTH FIELD OR IN A COMMUNITY-BASED ORGANIZATION THAT FOCUSES ON IMPROVING HEALTH AND QUALITY-OF-LIFE CONDITIONS BY SERVING THOSE OF VULNERABLE POPULATIONS. 4. IN GENERATING PRIMARY RESEARCH PROTOCOLS, PRIOR CHNAS WERE CONSULTED AND BUILT UPON TO FOCUS AND REFINE THE PROTOCOL QUESTIONS AND TOPICS. 5. TRANSCRIPTS OF SEVEN FOCUS GROUPS CONDUCTED BY THE TWO COUNTIES' PUBLIC HEALTH DEPARTMENTS AND 16 INTERVIEWS CONDUCTED BY OTHER HOSPITALS WERE INCLUDED IN SHC TRI-VALLEY'S CHNA. WHILE DISCUSSION QUESTIONS WERE THE SAME, PARTICIPANTS WERE DIFFERENT FROM AND ENHANCED COMMUNITY INPUT COLLECTED BY SHC TRI-VALLEY. 6. BOTH PRIMARY AND SECONDARY INTERVIEWS AND FOCUS GROUPS WERE RECORDED AND TRANSLATED/TRANSCRIBED INTO ENGLISH. * FOR EXAMPLE, THE EXPERIENCES OF THE LGBTQ POPULATION IN BAY AREA COUNTIES ARE OFTEN OBSCURED BY STATISTICS THAT REPRESENT AN ENTIRE COUNTY'S POPULATION RATHER THAN THE LGBTQ POPULATION AS A PARTICULAR SUB-GROUP. THE 2025 CHNA CONVENED FOCUS GROUPS OF LGBTQ COMMUNITY MEMBERS IN BOTH COUNTIES TO BETTER UNDERSTAND THE HEALTH NEEDS OF THE LGBTQ POPULATION IN EACH COUNTY. ** "VULNERABLE" POPULATIONS, COMMUNITIES, AND INDIVIDUALS WERE FORMERLY REFERRED TO AS "HIGH-NEED" POPULATIONS, COMMUNITIES, AND INDIVIDUALS. THIS TERM HAS CHANGED DUE TO STATEWIDE REGULATORY CHANGES UNDER AB 1204. CALIFORNIA DEPARTMENT OF HEALTH CARE ACCESS AND INFORMATION (2022). HCAI FACTSHEET HOSPITAL COMMUNITY BENEFITS PLANS: VULNERABLE POPULATIONS. *** THE IRS REQUIRES THAT COMMUNITY INPUT INCLUDE THE "LOW-INCOME, MINORITY, AND MEDICALLY UNDERSERVED POPULATIONS." RETRIEVED FROM HTTPS://WWW.IRS.GOV/CHARITIES-NON-PROFITS/COMMUNITY-HEALTH-NEEDS- ASSESSMENT-FOR-CHARITABLE-HOSPITAL-ORGANIZATIONS-SECTION-501R3 CHNA INTERVIEWS AND FOCUS GROUPS COMMUNITY MEMBERS, LEADERS, AND LOCAL EXPERTS/PROFESSIONALS PARTICIPATED IN INTERVIEWS AND FOCUS GROUPS. SOME INTERVIEWS AND FOCUS GROUPS GATHERED LOCAL INFORMATION ON A CERTAIN TOPIC, SUCH AS SUBSTANCE USE, AND SOME WERE WITH VULNERABLE POPULATIONS, SUCH AS UNHOUSED INDIVIDUALS. CONSULTATION WITH EXPERTS/PROFESSIONALS 1. FROM MARCH TO NOVEMBER OF 2024, 29 KEY INFORMANT INTERVIEWS AND SIX FOCUS GROUPS WERE HELD WITH 88 EXPERTS FROM VARIOUS ORGANIZATIONS IN ALAMEDA AND CONTRA COSTA COUNTIES. INTERVIEWS WERE CONDUCTED VIRTUALLY VIA ZOOM FOR APPROXIMATELY ONE HOUR. 2. PRIOR TO EACH ENCOUNTER, PARTICIPANTS WERE ASKED TO COMPLETE A SHORT ONLINE SURVEY: A. THEY WERE ASKED TO IDENTIFY THE HEALTH NEEDS THEY FELT WERE THE MOST PRESSING AMONG THE PEOPLE THEY SERVE. RESPONDENTS COULD CHOOSE UP TO FIVE NEEDS FROM THE LIST PRESENTED TO THEM, WHICH HAD BEEN IDENTIFIED IN THEIR COUNTIES IN 2022, OR COULD SUBMIT NEEDS THAT WERE NOT ON THE 2022 LIST. B. THE SURVEY ALSO EXPLAINED TO RESPONDENTS HOW THEIR DATA WOULD BE USED AND ASKED THEM TO CONSENT TO PARTICIPATE AND BE RECORDED.* C. FINALLY, PARTICIPANTS WERE OFFERED THE OPTION OF BEING LISTED IN THE REPORT AND WERE ASKED, BUT NOT REQUIRED, TO PROVIDE SOME BASIC DEMOGRAPHIC INFORMATION. 3. THE DISCUSSIONS CENTERED AROUND FIVE QUESTIONS FOR EACH HEALTH NEED THAT WAS PRIORITIZED BY INTERVIEWEES IN THE ONLINE PRE-SURVEY: a. HOW DO YOU SEE THIS NEED PLAYING OUT; WHAT DO YOU THINK CREATES THESE ISSUES HERE? b. WHICH POPULATIONS OR GEOGRAPHIC AREAS IN THE COMMUNITY ARE AFFECTED MORE THAN OTHERS? c. HOW HAS THIS COMMUNITY NEED CHANGED IN THE PAST FEW YEARS? d. WHAT ARE THE BIGGEST CHALLENGES TO ADDRESSING THIS NEED? e. WHAT IS NEEDED IN THE COMMUNITY (INCLUDING MODELS/BEST PRACTICES/KEY RESOURCES) TO BETTER ADDRESS THIS NEED? * ONLY INDIVIDUALS WHO CONSENTED TO BE RECORDED WERE INTERVIEWED. CONSULTATION WITH COMMUNITY MEMBERS/LEADERS 1. BETWEEN JUNE AND OCTOBER 2024, ACROSS ALAMEDA AND CONTRA COSTA COUNTIES, SIX FOCUS GROUPS WERE CONDUCTED WITH A TOTAL OF 61 COMMUNITY MEMBERS/LEADERS. 2. COMMUNITY MEMBER FOCUS GROUP PARTICIPANTS ALSO PROVIDED RESPONSES TO A PRE-SURVEY,* AND DISCUSSIONS CENTERED ON THE NEEDS THAT HAD RECEIVED THE MOST VOTES FROM PROSPECTIVE PARTICIPANTS IN THE PRE-SURVEY. THE QUESTIONS WERE IDENTICAL TO THOSE ASKED OF EXPERTS, BUT LANGUAGE WAS MODIFIED APPROPRIATELY FOR EACH AUDIENCE. * ONLY INDIVIDUALS WHO CONSENTED TO BE RECORDED WERE INCLUDED IN FOCUS GROUPS. TO PRESERVE THEIR ANONYMITY, COMMUNITY MEMBERS ARE NOT LISTED IN THE REPORT. PARTICIPANTS IN COMMUNITY-MEMBER FOCUS GROUPS COULD TAKE THE PRE-SURVEY ONLINE OR ON PAPER. IN SOME CASES, PARTICIPANTS IN THE FOCUS GROUPS THAT WERE CONDUCTED BY THE PUBLIC HEALTH DEPARTMENTS WERE NOT ASKED TO PROVIDE ANY DEMOGRAPHIC INFORMATION.
PART V, SECTION B, LINE 5 (CONTINUED)LIST OF FOCUS GROUPS CONDUCTED FOR CHNA 2025 COUNTRY/AREA: ALAMEDA TOPIC/POPULATION: HEALTH CARE ACCESS, SAFETY NET FOCUS GROUP HOST/PARTNER: ACTIONABLE INSIGHTS DATE: 6/11/2024 NUMBER OF PARTICIPANTS: 6 COUNTRY/AREA: ALAMEDA TOPIC/POPULATION: SUBSTANCE USE/ADDICTION FOCUS GROUP HOST/PARTNER: ACTIONABLE INSIGHTS DATE: 6/12/2024 NUMBER OF PARTICIPANTS: 8 COUNTRY/AREA: ALAMEDA TOPIC/POPULATION: FAITH COMMUNITIES FOCUS GROUP HOST/PARTNER: ACTIONABLE INSIGHTS DATE: 6/25/2024 NUMBER OF PARTICIPANTS: 9 COUNTRY/AREA: ALAMEDA TOPIC/POPULATION: SOCIAL DETERMINANTS OF HEALTH FOCUS GROUP HOST/PARTNER: ACTIONABLE INSIGHTS DATE: 7/22/2024 NUMBER OF PARTICIPANTS: 12 COUNTRY/AREA: ALAMEDA TOPIC/POPULATION: HEALTH CARE WORKFORCE DEVELOPMENT FOCUS GROUP HOST/PARTNER: ACTIONABLE INSIGHTS DATE: 8/12/2024 NUMBER OF PARTICIPANTS: 8 COUNTRY/AREA: TRI-VALLEY TOPIC/POPULATION: WIC RECIPIENTS FOCUS GROUP HOST/PARTNER: ALAMEDA COUNTY WIC PROGRAM DATE: 8/12/2024 NUMBER OF PARTICIPANTS: 6 COUNTRY/AREA: ALAMEDA TOPIC/POPULATION: PARENTS, BLACK COMMUNITY* FOCUS GROUP HOST/PARTNER: FAMILY HEALTH SERVICES DATE: 8/15/2024 NUMBER OF PARTICIPANTS: 17 COUNTRY/AREA: ALAMEDA TOPIC/POPULATION: INDIVIDUALS WITH DISABILITIES* FOCUS GROUP HOST/PARTNER: REGIONAL CENTER OF THE EAST BAY / DISABILITY COUNCIL DATE: 8/19/2024 NUMBER OF PARTICIPANTS: 18 COUNTRY/AREA: ALAMEDA TOPIC/POPULATION: LGBTQ COMMUNITY* FOCUS GROUP HOST/PARTNER: LGBTQ CENTER DATE: 8/22/2024 NUMBER OF PARTICIPANTS: 8 COUNTRY/AREA: TRI-VALLEY TOPIC/POPULATION: SOUTH ASIAN COMMUNITY* FOCUS GROUP HOST/PARTNER: ROTARY DISTRICT 5170 DATE: 10/3/2024 NUMBER OF PARTICIPANTS: 7 COUNTRY/AREA: CONTRA COSTA (CENTRAL) TOPIC/POPULATION: INDIVIDUALS WITH DISABILITIES* FOCUS GROUP HOST/PARTNER: FULL CIRCLE OF CHOICES DATE: 7/18/2024 NUMBER OF PARTICIPANTS: 8 COUNTRY/AREA: CONTRA COSTA (CENTRAL) TOPIC/POPULATION: LGBTQ COMMUNITY* FOCUS GROUP HOST/PARTNER: RAINBOW COMMUNITY CENTER DATE: 7/30/2024 NUMBER OF PARTICIPANTS: 3 * INDICATES COMMUNITY MEMBER GROUP. COMMUNITY LEADERS, REPRESENTATIVES, AND MEMBERS CONSULTED THE LIST BELOW CONTAINS THE DETAILS OF LEADERS, REPRESENTATIVES, AND MEMBERS WHO WERE CONSULTED FOR THEIR EXPERTISE IN THE COMMUNITY. LEADERS WERE IDENTIFIED BASED ON THEIR PROFESSIONAL EXPERTISE AND KNOWLEDGE OF VULNERABLE GROUPS INCLUDING LOW-INCOME POPULATIONS, MINORITIES, AND THE MEDICALLY UNDERSERVED. THE "TOPIC" COLUMN INCLUDES THE GEOGRAPHY TO WHICH INTERVIEWEES SPOKE: AC (ALAMEDA COUNTY), CCC (CONTRA COSTA COUNTY), OR TV (TRI-VALLEY). ID1#: 1 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: ARZELIA LOPEZ, NURSE-FAMILY PARTNERSHIP NURSE MANAGER, ALAMEDA COUNTY PUBLIC HEALTH TOPIC: AC: MATERNAL/ INFANT HEALTH # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 4/26/2024 ID1#: 2 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: KIMI WATKINS-TARTT, PUBLIC HEALTH DIRECTOR, ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT TOPIC: AC: PUBLIC HEALTH # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER, REPRESENTATIVE DATE INPUT WAS GATHERED: 5/16/2024 ID1#: 3 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: EVETTE BRANDON, DIVISION DIRECTOR, ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT TOPIC: AC: PUBLIC HEALTH # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER, REPRESENTATIVE DATE INPUT WAS GATHERED: 5/16/2024 ID1#: 4 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: AARON ORTIZ, CHIEF EXECUTIVE OFFICER, THE ALLIANCE FOR COMMUNITY WELLNESS TOPIC: AC: MENTAL HEALTH # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 5/30/2024 ID1#: 5 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: CHRISTINE DILLMAN, EXECUTIVE DIRECTOR, TRI-VALLEY HAVEN TOPIC: TV: VIOLENCE/ COMMUNITY SAFETY # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 5/3/2024 ID1#: 6 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: PARIS DAVIS, INTERVENTION PROGRAMS DIRECTOR, YOUTH ALIVE! TOPIC: AC: VIOLENCE/ COMMUNITY SAFETY # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES ROLE IN TARGET GROUP: LEADER, REPRESENTATIVE DATE INPUT WAS GATHERED: 5/3/2024 ID1#: 7 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: HEALTH EQUITY POLICY AND SYSTEMS MANAGER/INTERIM OFFICE OF ETHNIC SERVICES ADMINISTRATOR, ALAMEDA COUNTY BEHAVIORAL HEALTH DEPARTMENT TOPIC: AC: EQUITY # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 5/22/2024 ID1#: 8 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: AISLINN BIRD, DIRECTOR OF INTEGRATED CARE, PSYCHIATRIST, ALAMEDA COUNTY HEALTH CARE FOR THE HOMELESS TOPIC: AC: HOMELESS-NESS, SUBSTANCE USE DISORDER # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/11/2024 ID1#: 9 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: LUCY KASDIN, DIRECTOR, ALAMEDA COUNTY HEALTH CARE FOR THE HOMELESS TOPIC: AC: HOMELESS-NESS, SUBSTANCE USE DISORDER # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/11/2024 ID1#: 10 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: MATT VANDER SLUIS, MANAGING DIRECTOR, POLICIES AND PROGRAMS, BAY AREA, BAY AREA REGIONAL HEALTH INEQUITIES INITIATIVE (BARHII) TOPIC: AC: CLIMATE/ SUSTAINABILITY # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/29/2024 ID1#: 11 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: DIRECTOR, CONTRA COSTA BEHAVIORAL HEALTH SERVICES TOPIC: CCC: BEHAVIORAL HEALTH # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 10/14/2024 ID1#: 12 DATA COLLECTION METHOD:INTERVIEW NAME, TITLE, AGENCY: CHIEF EXECUTIVE OFFICER, AXIS COMMUNITY HEALTH TOPIC: TV: HEALTH CARE ACCESS # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/20/2024 ID1#: 13 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: ED DIOLAZO, DEPUTY SUPERINTENDENT, PLEASANTON UNIFIED SCHOOL DISTRICT TOPIC: TV: YOUTH/ CHILDREN, EDUCATION # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/26/2024 ID1#: 14 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: CHRISTINE BEITSCH-BAHMANI, CHIEF EXECUTIVE OFFICER, CITY SERVE OF THE TRI-VALLEY TOPIC: TV: OLDER ADULTS # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/24/2024 ID1#: 15 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: MATT CAMPBELL, ASSISTANT SUPERINTENDENT, DUBLIN UNIFIED SCHOOL DISTRICT TOPIC: TV: YOUTH/ CHILDREN, EDUCATION # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 9/6/2024 ID1#: 16 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT TOPIC: TV: YOUTH/ CHILDREN, EDUCATION # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/10/2024 ID1#: 17 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: SAN RAMON VALLEY UNIFIED SCHOOL DISTRICT TOPIC: TV: YOUTH/ CHILDREN, EDUCATION # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/10/2024 ID1#: 18 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: ABODE SERVICES TOPIC: AC: HOUSING # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/13/2024 ID1#: 19 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: ALIADOS HEALTH AKA COMMUNITY CLINIC CONSORTIUM/ALAMEDA HEALTH CONSORTIUM/LA CLINICA DE LA RAZA TOPIC: AC/CCC: ACCESS TO HEALTH CARE # OF PEOPLE: 2 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/18/2024 ID1#: 20 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: ALAMEDA COUNTY AGE-FRIENDLY COALITION & DAY BREAK ADULT DAY CENTER TOPIC: AC: ACCESS TO HEALTH CARE # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/16/2024 ID1#: 21 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: EAST BAY ASIAN LOCAL DEVELOPMENT CORPORATION (EBALDC)/BERKELEY FOOD AND HOUSING PROJECT/BAY AREA COMMUNITY SERVICES (BACS) TOPIC: AC/CCC: HOUSING # OF PEOPLE: 3 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/6/2024
PART V, SECTION B, LINE 5 (CONTINUED)ID1#: 22 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: GREENLINING INSTITUTE TOPIC: AC/CCC: CLIMATE # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 5/29/2024 ID1#: 23 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: LIVERMORE VALLEY JOINT UNIFIED SCHOOL DISTRICT TOPIC: TV: YOUTH/ CHILDREN, EDUCATION # OF PEOPLE: 3 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 8/12/2024 ID1#: 24 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: OPEN HEART KITCHEN TOPIC: TV: FOOD INSECURITY # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/5/2024 ID1#: 25 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: NAMI TOPIC AC/CCC: MENTAL/ BEHAVIORAL HEALTH # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/13/2024 ID1#: 26 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: PACIFIC CENTER FOR HUMAN GROWTH TOPIC: AC: MENTAL/ BEHAVIORAL HEALTH # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/23/2024 ID1#: 27 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: RUBICON TOPIC: AC/CCC: INCOME AND EMPLOYMENT # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/13/2024 ID1#: 28 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: CONTRA COSTA COUNTY AGING AND ADULT SERVICES TOPIC: CCC: MULTI # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/16/2024 ID1#: 29 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: CONTRA COSTA COUNTY HEALTH SERVICES - HEALTH CARE FOR THE HOMELESS TOPIC: CCC: HOUSING # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/11/2024 ID1#: 30 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: CONTRA COSTA COUNTY PUBLIC HEALTH OFFICER TOPIC: CCC: ACCESS TO HEALTH CARE # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/4/2024 ID1#: 31 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: CONTRA COSTA FAMILY JUSTICE CENTER TOPIC: CCC: COMMUNITY SAFETY # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITIES ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/5/2024 ID1#: 32 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: FIRST FIVE CONTRA COSTA TOPIC: CCC: EDUCATION # OF PEOPLE: 2 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/21/2024 ID1#: 33 DATA COLLECTION METHOD: INTERVIEW NAME, TITLE, AGENCY: FOOD BANK OF CONTRA COSTA & SOLANO TOPIC: CCC: FOOD INSECURITY # OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 6/28/2024
PART V, SECTION B, LINE 6ASTANFORD HEALTH CARE TRI-VALLEY COLLABORATED WITH THE FOLLOWING HEALTH SYSTEMS AND ORGANIZATIONS TO PREPARE THE 2025 CHNA: PARTNER HEALTH SYSTEMS - JOHN MUIR HEALTH - ST. ROSE HOSPITAL - USCF BENIOFF CHILDREN'S HOSPITALS - WASHINGTON HEALTH CONTRIBUTING ORGANIZATIONS - PUBLIC HEALTH DEPARTMENTS OF ALAMEDA AND CONTRA COSTA COUNTIES - HOSPITAL COUNCIL OF NORTHERN & CENTRAL CALIFORNIA - KAISER FOUNDATION HOSPITALS AND THEIR CONSULTANTS - SUTTER HEALTH MEDICAL CENTERS AND THEIR CONSULTANTS
PART V, SECTION B, LINES 7A/10AURL AT WHICH THE CHNA AND IMPLEMENTATION STRATEGY ARE AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/TRI-VALLEY/ABOUT-US/COMMUNITY-BENEFITS.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL.
PART V, SECTION B, LINE 11URL AT WHICH THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/TRI-VALLEY/PATIENTS-AND-VISITORS/ FINANCIAL-ASSISTANCE.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. 1. COMMUNITY PRIORITY. THE COMMUNITY PRIORITIZES THE ISSUE OVER OTHER ISSUES ABOUT WHICH IT HAS EXPRESSED CONCERN DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. 2. POTENTIAL IMPACT ON NEED. SHC TRI-VALLEY CAN MAKE A MEANINGFUL CONTRIBUTION TO ADDRESSING THE NEED BECAUSE OF ITS RELEVANT COMPETENCIES, AND/OR UNIQUE EXPERTISE AS A HEALTH SYSTEM, AND BECAUSE OF AN ORGANIZATIONAL MISSION/COMMITMENT TO ADDRESSING THE NEED. USING THESE CRITERIA, SHC TRI-VALLEY SELECTED THE TOP THREE HEALTH NEEDS TO ADDRESS, WHICH WERE THE SAME AS THE TOP THREE PRIORITIES OF THE COMMUNITY: 1. HEALTH CARE ACCESS AND DELIVERY ("ACCESS TO CARE") 2. BEHAVIORAL HEALTH 3. ECONOMIC STABILITY HEALTH NEEDS THAT SHC TRI-VALLEY DOES NOT PLAN TO ADDRESS BUILT ENVIRONMENT (UNINTENDED INJURIES): THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE NEEDS SELECTED TO BE ADDRESSED BY STANFORD HEALTH CARE TRI-VALLEY. MOREOVER, STANFORD HEALTH CARE TRI-VALLEY IS BETTER POSITIONED TO ADDRESS DRIVERS OF THIS NEED VIA STRATEGIES RELATED TO HEALTH CARE ACCESS AND DELIVERY AND EDUCATION ABOUT PUBLIC SAFETY. CANCER: STANFORD HEALTH CARE TRI-VALLEY IS BETTER POSITIONED TO ADDRESS DRIVERS OF THIS NEED VIA STRATEGIES RELATED TO ECONOMIC STABILITY (INCLUDING FOOD SECURITY), AND EDUCATION ABOUT THIS NEED VIA HEALTH CARE ACCESS AND DELIVERY STRATEGIES. ADDITIONALLY, CANCER WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE NEEDS SELECTED TO BE ADDRESSED BY STANFORD HEALTH CARE TRI-VALLEY. CLIMATE AND NATURAL ENVIRONMENT: THIS TOPIC IS OUTSIDE OF STANFORD HEALTH CARE TRI-VALLEY'S CORE COMPETENCIES (I.E., STANFORD HEALTH CARE TRI-VALLEY HAS LITTLE EXPERTISE IN THIS AREA), AND THE HOSPITAL FEELS IT CANNOT MAKE A SIGNIFICANT IMPACT ON THIS NEED THROUGH COMMUNITY BENEFIT INVESTMENT. ALSO, THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE NEEDS THAT STANFORD HEALTH CARE TRI-VALLEY SELECTED. COMMUNITY SAFETY: THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE NEEDS SELECTED TO BE ADDRESSED BY STANFORD HEALTH CARE TRI-VALLEY. ALTHOUGH STANFORD HEALTH CARE TRI-VALLEY LACKS THE EXPERTISE TO ADDRESS THIS HEALTH NEED, BEHAVIORAL HEALTH ISSUES SUCH AS SUBSTANCE USE, STRESS, AND ANXIETY HAVE BEEN SHOWN TO BE DRIVERS OF BULLYING AND VIOLENCE. THUS, STANFORD HEALTH CARE TRI-VALLEY BELIEVES THAT STRATEGIES INTENDED TO ADDRESS THE COMMUNITY'S BEHAVIORAL HEALTH NEED HAVE THE POTENTIAL TO ADDRESS COMMUNITY SAFETY AS WELL. HEART DISEASE AND STROKE: STANFORD HEALTH CARE TRI-VALLEY IS BETTER POSITIONED TO ADDRESS DRIVERS OF THIS NEED VIA STRATEGIES RELATED TO EDUCATION ABOUT HEALTHY LIFESTYLES AND HEALTH CARE ACCESS AND DELIVERY. ADDITIONALLY, HEART DISEASE AND STROKE WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE NEEDS SELECTED TO BE ADDRESSED BY STANFORD HEALTH CARE TRI-VALLEY. MATERNAL AND INFANT HEALTH: THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE NEEDS SELECTED TO BE ADDRESSED BY STANFORD HEALTH CARE TRI-VALLEY. MOREOVER, STANFORD HEALTH CARE TRI-VALLEY IS BETTER POSITIONED TO ADDRESS DRIVERS OF MATERNAL AND INFANT HEALTH VIA STRATEGIES RELATED TO ECONOMIC STABILITY (INCLUDING FOOD SECURITY) AND VIA HEALTH CARE ACCESS AND DELIVERY STRATEGIES. SEXUAL HEALTH: STANFORD HEALTH CARE TRI-VALLEY IS BETTER POSITIONED TO ADDRESS DRIVERS OF THIS NEED VIA HEALTH CARE ACCESS AND DELIVERY STRATEGIES. ADDITIONALLY, SEXUAL HEALTH WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE NEEDS SELECTED TO BE ADDRESSED BY STANFORD HEALTH CARE TRI-VALLEY. HEALTH INEQUITIES: THIS IMPLEMENTATION STRATEGY PLAN CONSIDERS HEALTH INEQUITIES TO BE A KEY ISSUE SHAPED BY OVERLAPPING BARRIERS, WHICH ARE DETAILED IN THIS REPORT AND IN SHC TRI-VALLEY'S CHNA REPORT. SHC TRI-VALLEY ADDRESSES THIS NEED VIA THE STRATEGIES IN THIS REPORT, WHICH CONTRIBUTE TO MORE EQUITABLE ACCESS AND IMPROVED OUTCOMES FOR VULNERABLE POPULATIONS, IN A MANNER THAT COMPLIES WITH FEDERAL AND STATE NONDISCRIMINATION REQUIREMENTS. FOR A COPY OF THE 2025 CHNA REPORT, PLEASE VISIT HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITYPARTNERSHIPS.HTML. HOW THE HOSPITAL WILL ADDRESS SIGNIFICANT HEALTH NEEDS STANFORD HEALTH CARE TRI-VALLEY'S ANNUAL COMMUNITY BENEFIT INVESTMENT FOCUSES ON IMPROVING THE HEALTH OF THE COMMUNITY'S MOST VULNERABLE POPULATIONS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND POPULATIONS AFFECTED BY HEALTH DISPARITIES. IN RESPONSE TO THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT, WE DEVELOPED THIS IMPLEMENTATION STRATEGY TO GUIDE OUR INVESTMENTS, INSTITUTIONAL PRACTICES, AND COMMUNITY ENGAGEMENT OVER THE NEXT THREE YEARS (FY26-FY28). SHC TRI-VALLEY, THROUGH ITS COMMUNITY BENEFIT EFFORTS AND VIA AN ANCHOR-INSPIRED APPROACH, IS COMMITTED TO ADDRESSING HEALTH INEQUITIES BY PROMOTING EQUITABLE ACCESS TO CARE. THE ANCHOR APPROACH IS CENTERED ON LEVERAGING THE ECONOMIC, SOCIAL, AND HUMAN CAPITAL OF "ANCHORS"-LARGE, PLACE-BASED INSTITUTIONS SUCH AS UNIVERSITIES, HOSPITALS, AND GOVERNMENT AGENCIES-TO CREATE LASTING, POSITIVE OUTCOMES IN THEIR LOCAL COMMUNITIES. IN PRACTICE, ANCHOR-INSPIRED STRATEGIES ALIGN INSTITUTIONAL RESOURCES-SUCH AS HIRING, PURCHASING, INVESTING, AND ENGAGING IN COMMUNITY PARTNERSHIPS-TO SUPPORT LOCAL NEEDS. GUIDED BY ANCHOR PRINCIPLES AND FRAMEWORKS, WE SELECTED STRATEGIES BASED ON A COMBINATION OF COMMUNITY INPUT, DATA FROM THE CHNA, EXISTING HOSPITAL CAPABILITIES, RESEARCH ON EVIDENCE-BASED AND PROMISING PRACTICES (SEE APPENDIX C: SUPPORTING RESEARCH ON STRATEGIES FOR DETAILS), AND OPPORTUNITIES TO MAKE A MEANINGFUL AND LASTING IMPACT. ACROSS ALL PRIORITY AREAS-ECONOMIC STABILITY, MENTAL AND BEHAVIORAL HEALTH, AND ACCESS TO CARE-WE FOCUS ON: . INVESTING IN UPSTREAM SOLUTIONS THAT ADDRESS THE CONDITIONS INFLUENCING HEALTH . LISTENING TO COMMUNITY VOICE AND BUILDING COLLABORATIVE RELATIONSHIPS . ENHANCING THE QUALITY AND REACH OF PROGRAMS AND SERVICES FOR COMMUNITY MEMBERS . LEVERAGING HOSPITAL RESOURCES AND PARTNERSHIPS TO STRENGTHEN SYSTEMS OF CARE OUR APPROACH BLENDS DIRECT SERVICE, INTERNAL SYSTEM IMPROVEMENTS ROOTED IN ANCHOR PRINCIPLES, AND COMMUNITY PARTNERSHIPS. THROUGH THESE STRATEGIES, WE AIM TO STRENGTHEN POSITIVE OUTCOMES ACROSS OUR SERVICE AREA AND SUPPORT A HEALTHIER FUTURE FOR THE COMMUNITIES WE SERVE. ACCESS TO CARE STRATEGIES LONG-TERM GOAL: IMPROVE ACCESS TO AFFORDABLE, HIGH-QUALITY HEALTH CARE SERVICES . SUPPORT WELLNESS STRATEGIES (E.G., HEALTH FAIRS, EDUCATION, SCREENING) THAT PROMOTE EQUAL ACCESS TO CARE . CONTINUE TO OFFER FINANCIAL ASSISTANCE, INCLUDING CHARITY CARE AND UNCOMPENSATED CARE . ENCOURAGE CARE COORDINATION INTERVENTIONS . EXPAND ACCESS VIA DIGITAL HEALTH INITIATIVES . SUPPORT CAPACITY-BUILDING OPPORTUNITIES . SUPPORT ENROLLMENT IN HEALTH INSURANCE . SUPPORT INITIATIVES THAT ADDRESS CULTURALLY COMPETENT AND COMPASSIONATE/RESPECTFUL CARE, . INCLUDING ENHANCED LANGUAGE ACCESS . ADVANCE HEALTH-RELATED SOCIAL NEEDS SCREENING AND LINKAGE TO RESOURCES MENTAL & BEHAVIORAL HEALTH STRATEGIES LONG-TERM GOAL: IMPROVE ACCESS TO AFFORDABLE, HIGH-QUALITY MENTAL/BEHAVIORAL HEALTH CARE SERVICES . SUPPORT INITIATIVES TO INCREASE THE CULTURAL COMPETENCY OF MENTAL/ BEHAVIORAL HEALTH PROVIDERS IN COMMUNITY/SAFETY NET CLINICS . SUPPORT COMMUNITY-BASED EFFORTS AIMED AT EXPANDING ACCESS TO SERVICES FOR MENTAL HEALTH AND SUBSTANCE USE ISSUES . SUPPORT SCREENING AND REFERRAL BY COMMUNITY HEALTH PROVIDERS . SUPPORT SCREENING AND REFERRAL/CARE COORDINATION FOR MENTAL/BEHAVIORAL HEALTH ISSUES IN HOSPITAL AND EMERGENCY CARE SETTINGS . INCREASE INTERNAL CAPACITY THROUGH WORKFORCE DEVELOPMENT AND PARTNERSHIPS
PART V, SECTION B, LINE 11 (CONTINUED)ECONOMIC STABILITY LONG-TERM GOAL: REDUCE ECONOMIC INSTABILITY AMONG COMMUNITY MEMBERS TO SUPPORT IMPROVED HEALTH. . SUPPORT SOCIAL SERVICES ADDRESSING HOUSING, FOOD, AND FINANCIAL INSTABILITY . FUND HOMELESSNESS PREVENTION AND INTERVENTION APPROACHES . EXPAND CAPACITY OF AND ACCESS TO HEALTHY FOOD ACCESS PROGRAMS (E.G., FOOD BANKS) . SUPPORT CASE MANAGEMENT AND CARE COORDINATION THAT CONNECTS PEOPLE TO HOUSING AND OTHER SUPPORT . PROMOTE CALFRESH AND WIC ENROLLMENT . SUPPORT HOSPITAL SCREENING, REFERRAL, AND FOLLOW-UP FOR HEALTH CARE-RELATED SOCIAL NEEDS . FOSTER WORKFORCE DEVELOPMENT AND JOB TRAINING INITIATIVES . SUPPORT IMPLEMENTATION OF POLICIES THAT PRIORITIZE PURCHASING LOCALLY AND FROM SMALL BUSINESSES . SUPPORT LOCAL INITIATIVES FOCUSED ON ECONOMIC STABILITY
PART V, SECTION B, LINE 16A-CURL AT WHICH THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/TRIVALLEY/PATIENTS-ANDVISITORS/ FINANCIALASSISTANCE.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL.
PART V, SECTION B, LINE 20ASHC TRI-VALLEY WILL PURSUE PAYMENT FOR DEBTS OWED FOR HEALTH CARE SERVICES PROVIDED BY SHC TRI-VALLEY. ALL PATIENT ACCOUNT BALANCES THAT MEET SHC TRI-VALLEY CRITERIA FOR ASSIGNMENT TO BAD DEBT ACCORDING TO THE DEBT COLLECTION POLICY ARE ELIGIBLE FOR PLACEMENT WITH A COLLECTION AGENCY. HOWEVER, SHC TRI-VALLEY DOES NOT CURRENTLY ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA). PER SHC TRI-VALLEY POLICY, ECA IS DEFINED TO INCLUDE PLACING LIENS ON INDIVIDUAL PROPERTY, FORECLOSING CAUSING ON REAL PROPERTY, COMMENCING A CIVIL ACTION AGAINST AN ARREST, GARNISHING WAGES, REPORTING ADVERSE INFORMATION TO A CREDIT AGENCY, DEFERRING OR DENYING MEDICALLY NECESSARY CARE, REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF OUTSTANDING BILLS, AND SALE OF DEBT TO A THIRD PARTY.

Supplemental Information Detail SupplementalInformationDetail (14 entries)

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PART I, LINE 6A:UNDER STATE LAW SB 697, THE STATE OF CALIFORNIA REQUIRES ALL NON-PROFIT HOSPITALS IN CALIFORNIA TO COMPLETE AND SUBMIT AN ANNUAL COMMUNITY BENEFIT REPORT. ALTHOUGH HOSPITALS BRING NUMEROUS BENEFITS TO THEIR LOCAL ECONOMIES, THESE REPORTS ARE INTENDED TO DOCUMENT THE WAYS IN WHICH EACH HOSPITAL GOES ABOVE AND BEYOND THE CORE FUNCTIONS OF A HOSPITAL TO SUPPORT THE HEALTH NEEDS OF ITS COMMUNITY.
PART I, LINE 7:RATIO OF PATIENT CARE COST TO CHARGES WAS USED TO CALCULATE THE AMOUNTS INCLUDED IN THE TABLE AT SCHEDULE H, PART I, LINES 7A AND 7B. AMOUNTS INCLUDED IN OTHER LINES WERE BASED ON SHC TRI-VALLEY'S COST ACCOUNTING INFORMATION, INCLUDING AVERAGE HOURLY WAGES FOR STAFF TIME DEVOTED TO SPECIFIC PROGRAMS, AVERAGE COST OF SPACE USED BY COMMUNITY HEALTH PROGRAMS, INDIRECT COST FACTORS, AND RELATED INFORMATION.
PART II, LINE 8:THE FOLLOWING PROGRAMS ADDRESS COMMUNITY WIDE WORKFORCE ISSUES. THESE PROGRAMS STRENGTHEN THE COMMUNITIES' CAPACITY TO PROMOTE THE HEALTH AND WELL-BEING OF ITS RESIDENCES BY OFFERING THE EXPERTISE AND RESOURCES OF SHC TRI-VALLEY. SPECIALIZED HEALTH CARE WORKFORCE TRAINING SHC TRI-VALLEY PROVIDED CLINICAL EXPERIENCE AND PRECEPTORS FOR GRADUATE NURSING STUDENTS. STUDENTS RECEIVED EXPOSURE TO AND EXPERIENCE IN THE POSITIONS OF NURSE PRACTITIONER, NURSING ADMINISTRATION, AND NURSING EDUCATION. SHC TRI-VALLEY REGISTERED NURSES IN MULTIPLE NURSING UNITS, INCLUDING MEDICAL/SURGICAL AND INTENSIVE CARE UNITS, PROVIDED DIRECT SUPERVISION IN A CLINICAL ENVIRONMENT TO STUDENT NURSES CONNECTED WITH PROGRAMS INCLUDING CHABOT COLLEGE, OHLONE COLLEGE, CSU EAST BAY, SMU, AND SJSU. APPROXIMATELY 268 STUDENTS PARTICIPATED DURING THE REPORTING PERIOD. SHC TRI-VALLEY PROVIDED SURGICAL TECHNOLOGY (ST) TRAINING FOR STUDENTS IN THE OPERATING ROOM, SUPERVISED BY A SURGICAL TECHNOLOGIST AND REGISTERED NURSES. 1 STUDENT PARTICIPATED DURING THE REPORTING PERIOD. SHC TRI-VALLEY PROVIDED EDUCATION FOR 2 STUDENTS FROM LAS POSITAS COLLEGE AND CALIFORNIA STATE UNIVERSITY SACRAMENTO WHO WERE TRAINING TO BECOME PARAMEDICS. THROUGHOUT THE YEAR, SHC TRI-VALLEY HOSTED 7 COLLEGE STUDENT INTERNS IN PHYSICAL AND OCCUPATIONAL THERAPY IN VARYING AFFILIATION PERIODS. STUDENTS RECEIVED ON-THE-JOB INSTRUCTION AND HANDS-ON TREATMENT SKILLS IN THE INPATIENT AND/OR OUTPATIENT SETTING IN ORDER TO MEET THE REQUIREMENTS FOR THEIR DEGREES AND LICENSURE. DURING FY25, SHC TRI-VALLEY HOSTED TEN (10) STUDENTS FROM CRISTO REY DE LA SALLE - A RIGOROUS AND PERSONALIZED COLLEGE PREPARATORY CURRICULUM INTEGRATED WITH A CORPORATE WORK STUDY EXPERIENCE PREPARES HIGH SCHOOL STUDENTS OF LIMITED ECONOMIC MEANS TO SUCCEED IN COLLEGE AND IN LIFE. THROUGHOUT THE 24-25 SCHOOL YEAR, SHC TRI-VALLEY INVESTED IN HIGH SCHOOL STUDENT TRAINING IN PARTNERSHIP WITH THE TRI-VALLEY REGIONAL OCCUPATIONAL PROGRAM (ROP). STUDENTS WORKED ON UNITS TO GAIN EXPOSURE AND KNOWLEDGE INTO THE VARIOUS MEDICAL CAREERS, INCLUDING: ROP MEDICAL OCCUPATIONS - 34 STUDENTS ROP NURSING EXPERIENCE - 56 STUDENTS
PART III, LINE 2:PROVISION FOR DOUBTFUL ACCOUNTS OR BAD DEBT EXPENSE ON THE INCOME STATEMENT FOR FISCAL YEAR 2025 WAS $24,272,337 WHICH IS AT CHARGES. BAD DEBT IS BASED ON REMAINING ACCOUNT BALANCE AFTER ANY DISCOUNTS OR PAYMENTS HAVE BEEN APPLIED. SHC TRI-VALLEY DOES NOT RECLASSIFY ANY BAD DEBT TO CHARITY UNLESS THE PATIENT QUALIFIES UNDER THE CHARITY CARE POLICY. A COST TO CHARGE RATIO WAS USED TO DETERMINE COST.
PART III, LINE 3:SHC TRI-VALLEY DOES NOT CALCULATE THE ESTIMATED AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
PART III, LINE 4:THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL EXPERIENCE AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS.
PART III, LINE 8:THE MEDICARE SHORTFALL OF $119,784,099 REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT. SHC TRI-VALLEY BELIEVES THIS MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE: 1. ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR FINANCIAL ASSISTANCE OR OTHER MEANS-BASED GOVERNMENT PROGRAMS, 2. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS, 3. THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION ON REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUALS, AND 4. THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER FINANCIAL ASSISTANCE OR OTHER COMMUNITY BENEFIT NEEDS.
PART III, LINE 9B:IT IS THE POLICY OF SHC TRI-VALLEY TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC TRI-VALLEY HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC TRI-VALLEY WILL SUSPEND ANY AND ALL COLLECTION ACTIONS IF A COMPLETED FINANCIAL ASSISTANCE APPLICATION, INCLUDING ALL REQUISITE SUPPORTING DOCUMENTATION, IS RECEIVED. SHC TRI-VALLEY DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES.
PART VI, LINE 2:IN ADDITION TO THE CHNA REPORTED IN PART V, SECTION B, SHC TRI-VALLEY ASSESSES COMMUNITY HEALTH NEEDS BY ANALYZING UTILIZATION AND OTHER ADMINISTRATIVE DATA AND BY RECEIVING REGULAR INPUT FROM ITS INDEPENDENT BOARD OF DIRECTORS AND ITS MEDICAL STAFF REGARDING HEALTH ISSUES IN THE COMMUNITY.
PART VI, LINE 3SHC TRI-VALLEY INTERVIEWS EACH PATIENT/GUARANTOR AND DETERMINE THE CAPABILITY TO MEET HIS/HER FINANCIAL OBLIGATIONS FOR MEDICAL CARE SERVICES PROVIDED BY SHC TRI-VALLEY. THOSE WHO DETERMINED TO BE UNABLE TO MEET THE FINANCIAL OBLIGATION ARE SCREENED FOR POSSIBLE ELIGIBILITY UNDER STATE OR FEDERAL HEALTHCARE PROGRAMS. INDIVIDUALS INELIGIBLE FOR THESE PROGRAMS ARE INTERVIEWED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE, AS DEFINED IN THE FINANCIAL ASSISTANCE/CHARITY CARE POLICY. SHC TRI-VALLEY ALSO PROVIDES DEDICATED RESOURCES TO PATIENTS THAT APPLY FOR CHARITY CARE AND PROACTIVELY CONDUCTS OUTREACH TO PATIENTS TO INFORM THEM OF THE PROGRAM'S AVAILABILITY AND THEIR POTENTIAL ELIGIBILITY FOR ASSISTANCE. BROCHURES AND SIGNAGE ARE CONSPICUOUSLY DISPLAYED AT ALL CARE DELIVERY LOCATIONS WITH INSTRUCTION ON WHERE TO LOCATE ADDITIONAL INFORMATION ON ELIGIBILITY FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE APPLICATIONS, AND INSTRUCTIONS ON HOW TO APPLY ARE ALSO AVAILABLE ON THE SHC TRI-VALLEY WEBSITE, VIA MAIL, MYHEALTH (SHC TRI-VALLEY'S ONLINE PATIENT BILLING PLATFORM), ON THE BACK OF ALL PATIENT STATEMENTS, AND IN ALL SHC TRI-VALLEY CARE DELIVERY LOCATIONS.
PART VI, LINE 4:SHC TRI-VALLEY'S PRIMARY SERVICE AREA IS THE TRI-VALLEY. THE TRI-VALLEY ENCOMPASSES THE SUBURBAN CITIES OF LIVERMORE, PLEASANTON, DUBLIN, SAN RAMON, AND DANVILLE IN THE THREE VALLEYS FROM WHICH IT TAKES ITS NAME: AMADOR VALLEY, LIVERMORE VALLEY, AND SAN RAMON VALLEY. DUBLIN, LIVERMORE, AND PLEASANTON ARE IN ALAMEDA COUNTY, AND DANVILLE AND SAN RAMON ARE IN CONTRA COSTA COUNTY. SHC TRI-VALLEY OPERATES FACILITIES IN DUBLIN, LIVERMORE, AND PLEASANTON. THE TRI VALLEY ACCOUNTS FOR THE MAJORITY OF SHC TRI-VALLEY'S INPATIENT DISCHARGES. THE AREA IS HIGHLY DIVERSE: THE TWO LARGEST ETHNIC SUBPOPULATIONS ARE WHITE AND ASIAN (46% AND 37%, RESPECTIVELY). THE NON-WHITE POPULATION ACCOUNTS FOR 54% OF THE POPULATION IN THE TRI-VALLEY AREA.
PART VI, LINE 5:SHC TRI-VALLEY HAS PROVIDED HIGH-QUALITY, NOT-FOR-PROFIT HEALTH CARE TO THE TRI-VALLEY AND SURROUNDING COMMUNITIES SINCE 1961. THROUGH HIGHLY SKILLED PHYSICIANS, NURSES AND STAFF AND STATE-OF-THE ART TECHNOLOGY, SHC TRI-VALLEY OFFERS A WIDE RANGE OF HEALTH CARE SERVICES AT ITS LIVERMORE, PLEASANTON AND DUBLIN MEDICAL FACILITIES. SHC TRI-VALLEY IS NOT PUBLICLY OWNED OR OPERATED, NOR IS IT SUPPORTED BY TAXES. SHC TRI-VALLEY REINVESTS ANY PROFITS IT MAKES INTO NEW SERVICES, EQUIPMENT AND FACILITIES. SHC TRI-VALLEY HAS AN 11-MEMBER BOARD OF DIRECTORS. EVERY THREE YEARS, NON-PROFIT HOSPITALS IN CALIFORNIA MUST CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO IDENTIFY THE GREATEST HEALTH NEEDS AFFECTING THEIR RESPECTIVE COMMUNITIES. THE COMMUNITY BENEFITS REPORT CAN BE FOUND ON OUR WEBSITE AT: ABOUT US: COMMUNITY BENEFITS | STANFORD HEALTH CARE TRI-VALLEY HTTPS://STANFORDHEALTHCARE.ORG/TRI-VALLEY/ABOUT-US/COMMUNITY-BENEFITS.HTML THE FOLLOWING PROGRAMS AND SERVICES FURTHER THE ORGANIZATION'S EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY: PLEASANTON/DUBLIN CAMPUS: SHC TRI-VALLEY CAMPUS IN PLEASANTON, WHICH OPENED IN DECEMBER 1991, IS AN ACUTE CARE COMMUNITY HOSPITAL WITH APPROXIMATELY 114,000 SQUARE FEET OF SPACE THAT PROVIDES A COMPREHENSIVE RANGE OF MEDICAL AND SURGICAL INPATIENT AND OUTPATIENT ACUTE SERVICES, INCLUDING INPATIENT & OUTPATIENT SURGERY & CARDIAC CATHETERIZATION LAB SERVICES, A DIAGNOSTIC IMAGING CENTER, COMPUTERIZED & POSITRON EMISSION TOMOGRAPHY, MAGNETIC RESONANCE IMAGING, AND A WOMEN'S CENTER (MAMMOGRAPHY), CARDIAC CARE & SURGERY, EMERGENCY ROOM, INTENSIVE CARE, OBSTETRICS, PHYSICAL THERAPY, URGENT CARE, LACTATION CENTER, AND COUMADIN CLINIC. THE CURRENT LICENSED BED CAPACITY IS 167 ACUTE CARE BEDS (1 BED IS CURRENTLY IN SUSPENSION), INCLUDING 120 MEDICAL/SURGICAL ACUTE CARE, 15 PERINATAL, 22 CRITICAL CARE, AND 10 INTENSIVE CARE NURSERY BEDS. LIVERMORE CAMPUS: SHC TRI-VALLEY'S CAMPUS IN LIVERMORE IS AN ACUTE CARE COMMUNITY HOSPITAL WITH APPROXIMATELY 125,000 SQUARE FEET OF SPACE. THE CURRENT LICENSED BED CAPACITY IS 75 BEDS IN TOTAL - 35 GENERAL ACUTE CARE, 14 ACUTE PSYCHIATRIC, AND 26 SKILLED NURSING (ALL 75 BEDS ARE CURRENTLY IN SUSPENSION). ADDITIONAL SERVICES INCLUDE AMBULATORY SURGERY, URGENT CARE, LABORATORY, DIAGNOSTIC IMAGING (ULTRASOUND, MAMMOGRAPHY, BONE DENSITOMETRY), RADIOLOGY AND PHYSICAL THERAPY.
PART VI, LINE 6:IN MAY 2015, THE COMPANY (NOW SHC TRI-VALLEY) BECAME AN AFFILIATE OF STANFORD HEALTH CARE (SHC). SHC TRI-VALLEY PARTNERS WITH SHC TO SERVE THE EAST BAY'S TRI-VALLEY REGION IN THE CITIES OF LIVERMORE, DUBLIN, PLEASANTON AND SAN RAMON. SHC TRI-VALLEY ALLOWS SHC TO EXPAND ITS PRESENCE IN THE CRITICAL TRI-VALLEY AREA BY PARTNERING WITH A HIGH QUALITY, HIGH VALUE COMMUNITY HOSPITAL. SHC TRI-VALLEY WILL PARTICIPATE IN ALL THREE OF SHC'S MISSIONS BY PROVIDING SHC'S LEADING EDGE CLINICAL CARE IN THE SHC TRI-VALLEY COMMUNITY, TRAINING FUTURE MEDICAL LEADERS THROUGH RESIDENCY ROTATIONS AND OTHER ACADEMIC PURSUITS, AND PROVIDING THE TRI-VALLEY AREA INCREASED ACCESS TO CLINICAL TRIALS FOR LIFE SAVING TREATMENTS. IN ADDITION, SHC'S GROWING EXPERTISE IN POPULATION AND PRECISION HEALTH WILL BE LEVERAGED TO SERVE THIS COMMUNITY.
PART VI, LINE 7:LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT: CA

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AXIS COMMUNITY HEALTH INC
5925 W LAS POSITASPLEASANTONCA94588942232394501(C)(3)$154,000GENERAL SUPPORT
GOODNESS VILLAGE
1660 FREISMAN RDLIVERMORECA94551852812754501(C)(3)$52,000GENERAL SUPPORT
THREE VALLEYS COMMUNITY FOUNDATION
5960 INGLEWOOD DRPLEASANTONCA94588871782380501(C)(3)$30,000GENERAL SUPPORT
CROSSWINDS CHURCH
1660 FREISMAN RDLIVERMORECA94550680161634501(C)(3)$10,061GENERAL SUPPORT
LITTLE MIRACLES INC
732 SUMMIT CREEEK LNPLEASANTONCA94566384221941501(c)(3)$8,000GENERAL SUPPORT
SUNFLOWER HILL
PO BOX 11436PLEASANTONCA94588800897595501(C)(3)$6,200GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING USE OF GRANT FUNDS PROGRAM RECIPIENT IS REQUIRED TO SUBMIT DATA ON PERSONS SERVED OR HOW THEY UTILIZED THE FUNDS. DETAIL IS PROVIDED IN OUR COMMUNITY BENEFIT REPORT. GOODNESS VILLAGE REPORTED THEY SPENT FUNDS SPECIFICALLY ON CASE MANAGEMENT SPECIALISTS, AND AXIS PROVIDED NUMBER OF PATIENTS SERVED FOR MENTAL HEALTH SERVICES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID ENTWISTLE
DIRECTOR$0$2,280,701$0$2,184,104$0$819,890$0$37,950$0$62,988$0$5,385,633$0$0
QUINN MCKENNA
DIRECTOR (UNTIL 01/25)$0$1,384,208$0$896,058$0$223,001$0$37,950$0$48,511$0$2,589,728$0$0
LINDA HOFF
DIRECTOR$0$1,174,447$0$717,354$0$496,960$0$37,950$0$23,267$0$2,449,978$0$259,790
RICHARD SHUMWAY
PRES(TIL 1/25)/DIR(AS OF 1/25)$1,087,543$0$471,491$0$336,783$0$73,791$0$43,376$0$2,012,984$0$220,976$0
THOMAS Y KIM
DIRECTOR (AS OF 11/24)$0$580,242$0$249,297$0$90,952$0$37,950$0$22,307$0$980,748$0$0
KYLE WICHELMANN
CFO$433,853$0$198,035$0$6,586$0$132,217$0$40,740$0$811,431$0$0$0
MANOJ SASTRY
VP/CAO$351,562$0$172,827$0$2,809$0$85,669$0$40,517$0$653,384$0$0$0
MONICA DAVILA
VP CNO$355,610$0$140,800$0$1,847$0$90,531$0$40,518$0$629,306$0$0$0
JOHN YEE MD
VP CLINICAL INITV(UNTIL 12/24)$311,461$0$56,381$0$100,696$0$50,639$0$34,433$0$553,610$0$0$0
CHRISTOPHER LYONS
VP HUMAN RESOURCES$350,843$0$126,818$0$2,807$0$19,453$0$12,754$0$512,675$0$0$0
THERESA KULLMAN
SR. DIR. COMP/LEGAL/RM & CONT.$302,454$0$134,996$0$3,021$0$17,405$0$40,872$0$498,748$0$0$0
HIRUT TRUNEH
INTERIM CNO (UNTIL 05/25)$316,239$0$52,152$0$37,630$0$37,605$0$31,286$0$474,912$0$0$0
JENNIFER SAAVEDRA
REGISTERED NURSE II$178,890$0$1,625$0$202,849$0$13,344$0$40,031$0$436,739$0$0$0
MANPREET KAUR
REGISTERED NURSE II$170,378$0$1,625$0$194,191$0$9,862$0$34,563$0$410,619$0$0$0
NICHOLE THOMAS
REGISTERED NURSE II$169,760$0$850$0$221,232$0$9,362$0$1,641$0$402,845$0$0$0
GERALD NORTH
VP OPERATIONS (UNTIL 04/25)$221,780$0$43,471$0$36,046$0$0$0$27,603$0$328,900$0$0$0
TRACEY LEWIS TAYLOR
FORMER COO$161,614$0$0$0$56,509$0$13,097$0$12,321$0$243,541$0$0$0
DIANE GRUNSKY
FORMER SECRETARY$150,093$0$5,000$0$276$0$15,009$0$17,394$0$187,772$0$0$0
JACQUELINE STEIN
FORMER SECRETARY$152,794$0$10,500$0$314$0$7,763$0$639$0$172,010$0$0$0
AARON SALYAPONGSE MD
DIRECTOR$0$338,707$0$811,829$0$0$0$29,154$0$53,076$0$1,232,766$0$0
CHRISTOPHER SHARP MD
DIRECTOR (UNTIL 10/24)$0$356,947$0$252,694$0$445$0$34,500$0$55,313$0$699,899$0$0
DAVID SVEC MD
CMO$0$257,960$0$348,267$0$140$0$21,879$0$55,081$0$683,327$0$0
MARY HAWN MD
DIRECTOR (AS OF 11/24)$0$984,480$0$1,190,268$0$9,028$0$34,500$0$39,777$0$2,258,053$0$0
RON DALMAN MD
DIRECTOR (UNTIL 10/24)$0$582,680$0$266,852$0$0$0$34,500$0$45,294$0$929,326$0$0
WEIHAN CHU
VP/ASSOCIATE CMO (AS OF 01/25)$0$253,199$0$144,049$0$73,063$0$24,794$0$11,349$0$506,454$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 4BSTANFORD HEALTH CARE ("SHC"), A RELATED ORGANIZATION, PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2024: LINDA HOFF $ 417,970 DAVID ENTWISTLE $ 399,079 QUINN MCKENNA $ 172,536 THOMAS Y. KIM $ 61,425 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR 2024 ARE REPORTED IN COLUMN (F). SHC TRI-VALLEY'S PRESIDENT & CEO PARTICIPATES IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT HIS RETIREMENT BENEFITS. UNDER THE PLAN, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR THE PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. THE PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNT BECAME VESTED AND WAS PAID TO RICHARD SHUMWAY IN CALENDAR YEAR 2024: $71,868. AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C).
SCHEDULE J, PART I, LINE 7NINE EXECUTIVES RECEIVED A BONUS THAT WAS APPROVED BY SENIOR MANAGEMENT.
SCHEDULE J, PART II, COLUMN B(III)OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN (III) INCLUDES ACCRUED VACATION PAY OUT, GROUP TERM LIFE, SERP DISTRIBUTION, IMPUTED INTEREST FOR MORTGAGE LOAN FORGIVENESS, AND ADDITIONAL SHIFT WORK PAY.
SCHEDULE J, PART IIDIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC TRI-VALLEY. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1STANFORD HEALTH CARE TRI-VALLEY'S MISSION STATEMENT: OUR MISSION IS TO CARE, TO EDUCATE, AND TO DISCOVER. VISION STATEMENT: HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME.
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD HEALTH CARE: DAVID ENTWISTLE LINDA HOFF QUINN MCKENNA RICHARD SHUMWAY THOMAS Y. KIM THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT STANFORD HEALTH CARE: DAVID ENTWISTLE JOHN YEE MD THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: AARON SALYAPONGSE MD CHRISTOPHER SHARP MD DAVID SVEC MD MARY HAWN RON DALMAN MD THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT SUMIT HOLDING INTERNATIONAL, LLC: DAVID ENTWISTLE LINDA HOFF THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT SUMIT INSURANCE COMPANY, LTD.: DAVID ENTWISTLE LINDA HOFF THE FOLLOWING INDIVIDUALS ARE CLASS A SUBSCRIBER VOTING MEMBERS AT THE PROFESSIONAL EXCHANGE ASSURANCE COMPANY: (AS OF 6/26/2025) DAVID ENTWISTLE LINDA HOFF THE FOLLOWING INDIVIDUALS ARE MANAGERS AT STANFORD PET-CT LLC: DAVID ENTWISTLE QUINN MCKENNA RICHARD SHUMWAY THE FOLLOWING INDIVIDUALS IS A BOARD MEMBER AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: DAVID ENTWISTLE THE FOLLOWING INDIVIDUAL IS A BOARD MEMBER AT LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: MINDY B. ROGERS THE FOLLOWING INDIVIDUALS ARE EMPLOYEES AT STANFORD MEDICINE PARTNERS: KYLE WICHELMANN RICHARD SHUMWAY THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT STANFORD MEDICINE PARTNERS: LINDA HOFF QUINN MCKENNA RICHARD SHUMWAY
FORM 990, PART VI, SECTION A, LINE 6STANFORD HEALTH CARE IS THE SOLE MEMBER OF SHC TRI-VALLEY.
FORM 990, PART VI, SECTION A, LINE 7ASTANFORD HEALTH CARE, AS THE SOLE MEMBER OF SHC TRI-VALLEY, APPOINTS ALL CLASS "B" DIRECTORS, AND APPROVES APPOINTMENT OF CLASS "A" DIRECTORS TO THE SHC TRI VALLEY BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BTHE FOLLOWING POWERS ARE RESERVED TO STANFORD HEALTH CARE, AS THE SOLE MEMBER OF SHC TRI-VALLEY: (A) APPOINTMENT AND REMOVAL OF ALL SENIOR LEADERSHIP AND ENGAGEMENT OF STANFORD UNIVERSITY TO PROVIDE LEGAL AND INTERNAL AUDIT SERVICES TO THE CORPORATION; (B) SELECTION OF THE AUDITORS OF THE CORPORATION; (C) AMENDMENT OF THESE BYLAWS, EXCEPT AS PROVIDED IN ARTICLE X; (D) APPROVAL OF THE INCURRENCE OF DEBT BY THE CORPORATION OTHER THAN DEBT PROVIDED FOR IN AN APPROVED CAPITAL BUDGET APPROVED BY THE MEMBER; (E) APPROVAL OF OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; AND (F) APPROVAL OF STRATEGIC PLANS THAT HAVE BEEN DEVELOPED BY MANAGEMENT AND SUBMITTED FOR APPROVAL TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE DEPARTMENT REVIEWS THE FORM 990 FOR ACCURACY, WITH INPUT FROM COMMUNITY BENEFITS DEPARTMENT PRIMARILY FOR SCHEDULE H. PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, A COMPLETE COPY OF THE FORM 990 IS SENT ELECTRONICALLY TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE AND INVITES QUESTIONS. FOLLOWING THIS REVIEW, A FULL COPY OF THE FINAL RETURN IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING. ONCE THESE STEPS ARE COMPLETE, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC TRI-VALLEY. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL DETERMINE THE APPROPRIATE COURSE OF ACTION.
FORM 990, PART VI, SECTION B, LINES 15A & 15BSHC TRI-VALLEY UTILIZES THE SERVICES OF SULLIVAN COTTER FOR COMPENSATION BENCHMARKING, ANALYSIS, AND REPORTING. THE BOARD OF DIRECTORS HAS A COMPENSATION & WORKFORCE SUB-COMMITTEE WHO REVIEWS THE RESULTS OF THE COMPENSATION REVIEW AND IS ASSURED THAT TOTAL COMPENSATION IS CONSISTENT WITH THE MARKET. THIS PROCESS WAS LAST PERFORMED IN AUGUST 2024.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING/ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUITY TRANSFER $ 5,645,512 --------------- OTHER CHANGES IN NET ASSETS OR $ 5,645,512 FUND BALANCES

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1TRI-VALLEY AMBULATORY SURGERY CENTERLLCBusinessNameLine1Txt

US Address USAddress

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Address Line15555 W LAS POSITAS BLVDAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94588ZIPCd
FieldValueIRS element (for citing)
EIN843305341EIN
Primary ActivitiesHEALTHCAREPrimaryActivitiesTxt
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Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1TRI-VALLEYBusinessNameLine1Txt

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VALLEYCARE MEDICAL FOUNDATION INC
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VALLEYCARE SENIOR HOUSING
5555 W LAS POSITAS BLVDPLEASANTONCA94588943382224SR. FACILITYCA501(C)(3)12A, ISHC-TVYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (40 entries)

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EDEN RADIATION THERAPY SERVICES LLC
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ER PROPERTIES FUND II LLC
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EZP OPPORTUNITY LP
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FOUR CROSSINGS INSTITUTIONAL PARTNERS V
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FOXLANE LP
550 E WATER ST 888CHARLOTTESVILLEVA22902813314647INVESTMENTSDENA
HHBG-II INVESTMENT LP
INVESTMENTSNA89 NEXUS WAY CAMANA BAY PO BOX 31GRAND CAYMANCAYMAN ISLANDSCJKY1-1205CJ
KEB INVESTORS II LP
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KF VERMILLION FUND LP (AKA KEYFRAME V
65 EAST 55TH STREET 35TH FLOORNEW YORKNY10022883144517INVESTMENTSDENA
OLIFANT FUND LTD
980404442INVESTMENTSNASUITE 5B201 2ND FL ONE NEXUS WAYGRAND CAYMANCJKY1-1108CJ
ONCOLOGY SOLUTIONS VENTURE LLC
300 PASTEUR DRIVESTANFORDCA94304863250041HEALTHCARECANA
OUTLAWS CASINO LTD
415 BROADWAYREDWOOD CITYCA94063841457498HOLDING COMPANYCONA
SCP REAL ASSETS FUND (A) LP
2498 SAND HILL RDMENLO PARKCA94025203949682INVESTMENTSDENA
SEQUOIA MFM OPERATING COMPANY LLC
770 WELCH ROAD LPCHPALO ALTOCA94304475060529MFM PROGRAMCANA
SP SMC PARTNERS LLC
PO BOX 5377NEW YORKNY10185473103791INVESTMENTSDENA
STANFORD COMMUNITY IMAGING LLC
300 PASTEUR DRIVE H3200STANFORDCA94305412329246IMAGINGCANA
STANFORD EMANUEL RADIATION ONCOLOGY CENT
825 DELBON AVTURLOCKCA95382208885091RADIOLOGYCANA
STANFORD PET-CT LLC
300 PASTEUR DRSTANFORDCA94305611423414MED. DIAGNOSTCANA
STANFORD-STARTX FUND LLC
485 BROADWAYREDWOOD CITYCA94063464297719INVESTMENTSDENA
SUMIT HOLDING INTERNATIONAL LLC
1400 PAGE MILL RDPALO ALTOCA94304263934706HOLDING COMPANYDENA
TESSERA IONIC LP
PO BOX 194170SAN FRANCISCOCA941194170830896257INVESTMENTSDENA
VEDA INVESTORS FUND LP
15 EAST PUTNAM AVENUE 3240GREENWICHCT06830811810345INVESTMENTSDENA
VERMILION PEAK MASTER FUND
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WREP III A LP
6710 E CAMELBACK RD 100SCOTTSDALEAZ85251474780701INVESTMENTSDENA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (32 entries)

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BREP VII ALBERTA FDR (OFFSHORE) TE7 LP
345 PARK AVENUENEW YORKNY10154981066351INVESTMENTSCANAC CORP
BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ
345 PARK AVENUENEW YORKNY10154981066355INVESTMENTSCANAC CORP
CANARY SC FUND LTD
921268195INVESTMENTSNAC CORP89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-9009CJ
CLAT (14)
CHARITABLE TRCANATRUST
CLUT (2)
CHARITABLE TRCANATRUST
CRT (556)
CHARITABLE TRCANATRUST
EAST SAIL
INVESTMENTSMPNAC CORPC/O INTL FS INC IFS COURTTWENTYEIGHT CYBERCITY EBENEMP
ER-S REIT LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803834068725INVESTMENTSDENAC CORP
ER-S REIT II LLC
1670 OLD COUNTRY RD 227PLAINVIEWNY11803882004082INVESTMENTSDENAC CORP
GAVEA INVESTMENT FUND II-C LP
980537952INVESTMENTSNAC CORPPO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY1-1104CJ
HHBG SF LIMITED
INVESTMENTSNAC CORP89 NEXUS WAY CAMANA BAYGRAND CAYMANCJKY1-1205CJ
KAIZEN FUND
INVESTMENTSNAC CORPPO BOX 448 2ND FL ELGIN AVENUEGRAND CAYMANCJKY1-1106CJ
LS ALBERTA III LP
INVESTMENTSCANAC CORPC/O LASALLE INV MGMT ONE CURZON STLONDONUKW1J 5HD
LUMINA STRATEGIC SOLUTIONS FEEDER FUND (
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PIF (2)
CHARITABLE TRCANATRUST
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP
57 E WASHINGTON STREETCHAGRIN FALLSOH44022981235268INVESTMENTSOHNAC CORP
PROFESSIONAL EXCHANGE ASSURANCE COMPANY
201 MERCHANT STREET SUITE 2400HONOLULUHI96813900897686INSURANCEHINAC CORP
SBFF LTD
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SOLKATT LIMITED
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SPECIALTY EVENTS TRUST
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STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)
EDUCATIONNAC CORP5275TH FLBLDG CACADEMY SOUTH RDBEIJINGCH87CH
STANFORD IN JAPAN GODO KAISHA
EDUCATIONNAC CORPDOSHISHA UNIVERSITY MEITOKUKAN-NAIKYOTOSHIJAJA
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STANFORD UNIV MED NETWORK RISK AUTHORITY
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TF-A FEEDER LTD
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THE RUBRUM FUND
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TVC MATSU FUND
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WOODBOURNE CANADA PARTNERS II - CAYMAN
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FieldValueIRS element (for citing)
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Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
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Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
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Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART III, COLUMNS (E), (F), (G), (H), (I), (J), AND (K)RESPONSE IS "N/A" FOR ALL ORGANIZATIONS.
SCHEDULE R, PART IVCHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, COLUMNS (F), (G), AND (H)RESPONSE IS "N/A" FOR ALL ORGANIZATIONS.