UNIVERSITY HEALTHCARE ALLIANCE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY HEALTHCARE ALLIANCE (EIN 94-3192446)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-15
- IRS object ID
- 202441979349301509
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T11:18:37-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943192446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY HEALTHCARE ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KYLE WICHELMANN | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5109748274 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7999 GATEWAY BLVD STE 200 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KYLE WICHELMANN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5109748284 | PhoneNum |
| Signature | 2024-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KYLE | PersonFirstNm |
| Person Last | WICHELMANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2024-07-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD MEDICINE PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICK SHUMWAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7999 GATEWAY BLVD STE 200 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $401,229,629 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIVERSITYHEALTHCAREALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1435 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,872,783 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,193,262 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $403,931,818 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $397,728,913 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$247,264 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,520,321 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$370,043 | CYOtherRevenueAmt |
| PY Total Revenue | $405,557,337 | PYTotalRevenueAmt |
| CY Total Revenue | $401,072,453 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $145,125,671 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $152,032,794 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $351,170,596 | PYOtherExpensesAmt |
| CY Other Expenses | $324,813,183 | CYOtherExpensesAmt |
| PY Total Expenses | $496,296,267 | PYTotalExpensesAmt |
| CY Total Expenses | $476,845,977 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$90,738,930 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$75,773,524 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $183,982,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,203,159 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $123,923,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $117,496,258 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,059,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,706,901 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $430,299,521 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $397,244,594 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $430,299,521 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 109 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1435 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KYLE WICHELMANN | PersonNm |
| Phone | 5109748274 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7999 GATEWAY BLVD 2ND FLOOR | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| QUINN MCKENNA | ||||||||||
| DIRECTOR | 1.0 | 53.2 | Yes (X) | $0 | $2,435,914 | $238,310 | ||||
| LINDA HOFF | ||||||||||
| DIRECTOR | 1.0 | 53.65 | Yes (X) | $0 | $1,850,502 | $187,068 | ||||
| RICK SHUMWAY | ||||||||||
| DIRECTOR, PRESIDENT & CEO | 17.5 | 52.9 | Yes (X) | $0 | $1,279,934 | $294,382 | Yes (X) | |||
| NORMAN RIZK MD | ||||||||||
| FORMER CHAIR | 0.0 | 50.0 | $0 | $1,421,129 | $16,425 | Yes (X) | ||||
| LESLEE SUBAK MD | ||||||||||
| DIRECTOR (FROM 5/23) | 1.0 | 2.0 | Yes (X) | $0 | $1,256,208 | $104,672 | ||||
| ROBERT HARRINGTON MD | ||||||||||
| DIRECTOR | 1.0 | 52.0 | Yes (X) | $0 | $1,177,956 | $64,869 | ||||
| NIRAJ SEHGAL MD | ||||||||||
| CHAIR | 1.0 | 50.0 | Yes (X) | $0 | $1,027,802 | $48,652 | Yes (X) | |||
| BRYAN BOHMAN MD | ||||||||||
| FORMER CHIEF MEDICAL OFFICER | 0.0 | 50.0 | $0 | $757,848 | $56,150 | Yes (X) | ||||
| MICHAEL O'CONNELL | ||||||||||
| COO (END 8/22) | 40.0 | 0.0 | $619,270 | $0 | $35,075 | Yes (X) | ||||
| MICHAEL WEATHERFORD | ||||||||||
| CFO | 40.0 | 0.0 | $508,774 | $0 | $87,837 | Yes (X) | ||||
| TAYLOR CANNON | ||||||||||
| INTERIM COO (FROM 9/22) | 40.0 | 0.0 | $492,927 | $0 | $72,130 | Yes (X) | ||||
| CATHERINE KRNA | ||||||||||
| FORMER PRESIDENT & CEO | 0.0 | 25.0 | $0 | $426,651 | $91,361 | Yes (X) | ||||
| JENNIE CREWS MD | ||||||||||
| DIRECTOR,CHIEF MEDICAL OFFICER | 15.0 | 50.0 | Yes (X) | $0 | $418,438 | $18,179 | Yes (X) | |||
| ROCHELLE NOONE | ||||||||||
| VP OF HUMAN RESOURCES | 40.0 | 0.0 | $370,791 | $0 | $58,501 | Yes (X) | ||||
| ALLEN METZENBERG | ||||||||||
| DIRECTOR | 1.0 | 51.0 | Yes (X) | $0 | $416,672 | $5,926 | ||||
| HILARY GARRIGAN | ||||||||||
| SENIOR ADMINISTRATOR | 40.0 | 0.0 | $313,583 | $0 | $87,837 | Yes (X) | ||||
| KRISTINE OWIESNEY MALMSHEIMER | ||||||||||
| ADMIN DIR. OF CLINICAL OPER. | 40.0 | 0.0 | $280,703 | $0 | $82,067 | Yes (X) | ||||
| BRAD JOHNSON | ||||||||||
| PRACTICE ADMIN. (END 12/22) | 40.0 | 0.0 | $268,722 | $0 | $69,075 | Yes (X) | ||||
| DIONNE HUNTE-MACON | ||||||||||
| EXE. DIR. STR. INIT./SECRETARY | 40.0 | 0.0 | $274,636 | $0 | $61,082 | Yes (X) | ||||
| LAURA LECLAIR GRUBB | ||||||||||
| ADMIN DIR. OF HUMAN RESOURCES | 40.0 | 0.0 | $255,753 | $0 | $64,987 | Yes (X) | ||||
| BETTY HONG | ||||||||||
| EXE. DIR. OF COMP. (END 3/23) | 40.0 | 0.0 | $261,702 | $0 | $38,858 | Yes (X) | ||||
| HAZEL DE LEON | ||||||||||
| DIR. QUALITY & PATIENT SAFETY | 40.0 | 0.0 | $251,977 | $0 | $7,728 | Yes (X) | ||||
| LEONARD ALMALECH | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GRACE ENG MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHANDLER EVANS | ||||||||||
| DIRECTOR (END 11/22) | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LARRY JACKSON | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH MCKEEHAN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TU NGUYEN MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE WOODS MD | ||||||||||
| DIRECTOR (FROM 5/23) | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD SANKARY MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,898,838 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $12,469,054 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,791,171 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 195 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY MEDICAL PARTNERS | |||||
| 7999 GALEWAY BOULEVARD SUITE 200 | NEWARK | CA | 94560 | PHYSICIAN SVCS AGMT | $152,140,403 |
| MENLO MEDICAL CLINIC LLC | |||||
| 1300 CRANE STREET | MENLO PARK | CA | 94025 | PHYSICIAN SVCS AGMT | $36,845,395 |
| PACIFIC COMPANIES INC | |||||
| 9821 IRVINE CENTER DRIVE | IRVING | CA | 92618 | PHYS. RECRUIT SVCS | $3,456,720 |
| GCON GENERAL CONSTRUCTION | |||||
| 26986 GADING ROAD | MAYWARD | CA | 94544 | GEN CONSTRUCTION SVC | $1,044,998 |
| PRICEWATERHOUSE COOPERS LLP | |||||
| PO BOX 952282 | DALLAS | TX | 75395 | AUDIT SERVICES | $325,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $2,193,262 | GovernmentGrantsAmt |
| Total Contributions | $2,193,262 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 900099 | $365,162,341 | $365,162,341 | $0 | $0 |
| ON CALL COVERAGE/PHYSICIAN OUTSIDE REV | 900099 | $3,870,665 | $3,870,665 | $0 | $0 |
| TEACHING REVENUE | 900099 | $2,676,279 | $2,676,279 | $0 | $0 |
| OTHER OPERATING REVENUE - CLINIC | 900099 | $5,325,674 | $5,325,674 | $0 | $0 |
| MEDICARE SHARED SAVINGS PROGRAM (MSSP) | 900099 | $17,590,911 | $17,590,911 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,103,043 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,103,043 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $397,728,913 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,634,597 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,634,597 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $42,900 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $157,176 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$114,276 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$114,276 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$114,276 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON DISPOSAL OF ASSETS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$370,043 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$370,043 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$370,043 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $401,072,453 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $397,244,594 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,634,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,573,449 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,573,449 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,071,274 | TotalAmt |
| Program Services | $70,131,162 | ProgramServicesAmt |
| Management And General | $19,940,112 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,773,891 | TotalAmt |
| Program Services | $4,349,461 | ProgramServicesAmt |
| Management And General | $1,424,430 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,773,443 | TotalAmt |
| Program Services | $43,843,325 | ProgramServicesAmt |
| Management And General | $2,930,118 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,840,737 | TotalAmt |
| Program Services | $4,108,577 | ProgramServicesAmt |
| Management And General | $1,732,160 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,184 | TotalAmt |
| Program Services | $107,308 | ProgramServicesAmt |
| Management And General | $423,876 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,773 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $995,773 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,667 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $204,667 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,238,181 | TotalAmt |
| Program Services | $210,997,363 | ProgramServicesAmt |
| Management And General | $4,240,818 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $814 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,292,402 | TotalAmt |
| Program Services | $60,356,472 | ProgramServicesAmt |
| Management And General | $1,935,930 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,351 | TotalAmt |
| Program Services | $116,509 | ProgramServicesAmt |
| Management And General | $741,842 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,527,131 | TotalAmt |
| Program Services | $23,265,257 | ProgramServicesAmt |
| Management And General | $5,261,874 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,208 | TotalAmt |
| Program Services | $250,975 | ProgramServicesAmt |
| Management And General | $32,233 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,532 | TotalAmt |
| Program Services | $12,735 | ProgramServicesAmt |
| Management And General | $24,797 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,947,269 | TotalAmt |
| Program Services | $8,087,933 | ProgramServicesAmt |
| Management And General | $859,336 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,959 | TotalAmt |
| Program Services | $141,280 | ProgramServicesAmt |
| Management And General | $992,679 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TEMPORARY PERSONNEL | $4,036,686 | $3,931,971 | $104,715 | $0 |
| BANK FEES | $549,294 | $0 | $549,294 | $0 |
| MARKETING | $500,000 | $0 | $500,000 | $0 |
| DUES | $269,274 | $176,318 | $92,956 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,458 | TotalAmt |
| Program Services | $422,875 | ProgramServicesAmt |
| Management And General | -$15,417 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,845,977 | TotalAmt |
| Program Services | $430,299,521 | ProgramServicesAmt |
| Management And General | $46,546,456 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,118,815 | BOYAmt |
| EOY | $36,550,387 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,493,185 | BOYAmt |
| EOY | $27,164,539 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,097,507 | BOYAmt |
| EOY | $19,798,056 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,986 | BOYAmt |
| EOY | $1,171,720 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,204,396 | BOYAmt |
| EOY | $15,334,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,471,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,726,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,685,545 | BOYAmt |
| EOY | $29,744,990 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,420,530 | BOYAmt |
| EOY | $5,136,769 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,179,700 | BOYAmt |
| EOY | $50,302,687 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,982,364 | BOYAmt |
| EOY | $185,203,159 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,416,650 | BOYAmt |
| EOY | $55,676,672 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,080 | BOYAmt |
| EOY | $608,325 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,916,426 | BOYAmt |
| EOY | $61,211,261 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,923,156 | BOYAmt |
| EOY | $117,496,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,059,208 | BOYAmt |
| EOY | $67,706,901 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,059,208 | BOYAmt |
| EOY | $67,706,901 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,982,364 | BOYAmt |
| EOY | $185,203,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$75,773,524 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $83,421,217 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART I | FormAndLineReferenceDesc |
| Explanation | UNIVERSITY HEALTHCARE ALLIANCE (UHA) DBA STANFORD MEDICINE PARTNERS (SMP) WAS RECOGNIZED AS A HEALTHCARE ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III) OF THE INTERNAL REVENUE CODE. SMP DOES NOT OPERATE A FACILITY THAT IS OR IS REQUIRED TO BE LICENSED AS A HOSPITAL. THEREFORE, SMP IS NOT REQUIRED TO FILE FORM 990, SCHEDULE H. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $46,301,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,093,891 | DepreciationAmt |
| Book Value | $16,207,553 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $43,170,121 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,632,684 | DepreciationAmt |
| Book Value | $13,537,437 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,744,990 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ROU OPEX ASSET - REAL ESTATE | $49,626,585 |
| DEPOSITS - MSSP | $502,895 |
| DEPOSITS-PRINCIPALLY RENT | $173,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $50,302,687 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ST & LT ROU OPEX LIABILITY-REAL ESTATE | $50,892,857 |
| OTHER LIABILITIES | $1,155,193 |
| IBNR CLAIMS LIABILITY-AFFINITY | $6,310,623 |
| HEALTH/DENTAL/VISION IBNR | $2,732,285 |
| DEFERRED RENT | $120,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,211,261 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART X, LINE 2: FIN 48 STATEMENT | FormAndLineReferenceDesc |
| Explanation | SMP WAS INCLUDED IN CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE PORTION OF THE FOOTNOTE ADDRESSING UNCERTAIN TAX POSITIONS THAT PERTAINS TO SMP IS SUMMARIZED AS FOLLOWS: SMP IS A NOT-FOR-PROFIT CORPORATION AND TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SMP HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIE CREWS MD | ||||||||||||||
| DIRECTOR,CHIEF MEDICAL OFFICER | $0 | $262,300 | $0 | $120,000 | $0 | $36,138 | $0 | $0 | $0 | $18,179 | $0 | $436,617 | $0 | $0 |
| ROBERT HARRINGTON MD | ||||||||||||||
| DIRECTOR | $0 | $650,604 | $0 | $454,605 | $0 | $72,747 | $0 | $28,825 | $0 | $36,044 | $0 | $1,242,825 | $0 | $0 |
| LINDA HOFF | ||||||||||||||
| DIRECTOR | $0 | $998,588 | $0 | $689,306 | $0 | $162,608 | $0 | $152,645 | $0 | $34,423 | $0 | $2,037,570 | $0 | $113,922 |
| QUINN MCKENNA | ||||||||||||||
| DIRECTOR | $0 | $1,257,936 | $0 | $922,902 | $0 | $255,076 | $0 | $188,567 | $0 | $49,743 | $0 | $2,674,224 | $0 | $148,009 |
| ALLEN METZENBERG | ||||||||||||||
| DIRECTOR | $0 | $348,535 | $0 | $36,767 | $0 | $31,370 | $0 | $4,249 | $0 | $1,677 | $0 | $422,598 | $0 | $0 |
| NIRAJ SEHGAL MD | ||||||||||||||
| CHAIR | $0 | $717,224 | $0 | $269,827 | $0 | $40,751 | $0 | $17,042 | $0 | $31,610 | $0 | $1,076,454 | $0 | $0 |
| RICK SHUMWAY | ||||||||||||||
| DIRECTOR, PRESIDENT & CEO | $0 | $669,463 | $0 | $536,733 | $0 | $73,738 | $0 | $254,430 | $0 | $39,952 | $0 | $1,574,316 | $0 | $125,001 |
| LESLEE SUBAK MD | ||||||||||||||
| DIRECTOR (FROM 5/23) | $0 | $675,727 | $0 | $523,794 | $0 | $56,687 | $0 | $27,488 | $0 | $77,184 | $0 | $1,360,880 | $0 | $0 |
| MICHAEL WEATHERFORD | ||||||||||||||
| CFO | $382,883 | $0 | $123,119 | $0 | $2,772 | $0 | $35,075 | $0 | $52,762 | $0 | $596,611 | $0 | $0 | $0 |
| DIONNE HUNTE-MACON | ||||||||||||||
| EXE. DIR. STR. INIT./SECRETARY | $226,483 | $0 | $47,733 | $0 | $420 | $0 | $22,665 | $0 | $38,417 | $0 | $335,718 | $0 | $0 | $0 |
| TAYLOR CANNON | ||||||||||||||
| INTERIM COO (FROM 9/22) | $332,260 | $0 | $160,289 | $0 | $378 | $0 | $33,713 | $0 | $38,417 | $0 | $565,057 | $0 | $0 | $0 |
| HILARY GARRIGAN | ||||||||||||||
| SENIOR ADMINISTRATOR | $257,376 | $0 | $54,401 | $0 | $1,806 | $0 | $35,075 | $0 | $52,762 | $0 | $401,420 | $0 | $0 | $0 |
| BRAD JOHNSON | ||||||||||||||
| PRACTICE ADMIN. (END 12/22) | $201,163 | $0 | $42,607 | $0 | $24,952 | $0 | $30,658 | $0 | $38,417 | $0 | $337,797 | $0 | $0 | $0 |
| MICHAEL O'CONNELL | ||||||||||||||
| COO (END 8/22) | $281,278 | $0 | $84,263 | $0 | $253,729 | $0 | $35,075 | $0 | $0 | $0 | $654,345 | $0 | $0 | $0 |
| ROCHELLE NOONE | ||||||||||||||
| VP OF HUMAN RESOURCES | $276,663 | $0 | $91,356 | $0 | $2,772 | $0 | $35,075 | $0 | $23,426 | $0 | $429,292 | $0 | $0 | $0 |
| KRISTINE OWIESNEY MALMSHEIMER | ||||||||||||||
| ADMIN DIR. OF CLINICAL OPER. | $229,781 | $0 | $49,116 | $0 | $1,806 | $0 | $29,305 | $0 | $52,762 | $0 | $362,770 | $0 | $0 | $0 |
| BETTY HONG | ||||||||||||||
| EXE. DIR. OF COMP. (END 3/23) | $216,482 | $0 | $42,448 | $0 | $2,772 | $0 | $7,071 | $0 | $31,787 | $0 | $300,560 | $0 | $0 | $0 |
| LAURA LECLAIR GRUBB | ||||||||||||||
| ADMIN DIR. OF HUMAN RESOURCES | $210,607 | $0 | $43,340 | $0 | $1,806 | $0 | $29,740 | $0 | $35,247 | $0 | $320,740 | $0 | $0 | $0 |
| CATHERINE KRNA | ||||||||||||||
| FORMER PRESIDENT & CEO | $0 | $299,142 | $0 | $0 | $0 | $127,509 | $0 | $65,577 | $0 | $25,784 | $0 | $518,012 | $0 | $51,572 |
| NORMAN RIZK MD | ||||||||||||||
| FORMER CHAIR | $0 | $119,831 | $0 | $111,352 | $0 | $1,189,946 | $0 | $12,038 | $0 | $4,387 | $0 | $1,437,554 | $0 | $0 |
| BRYAN BOHMAN MD | ||||||||||||||
| FORMER CHIEF MEDICAL OFFICER | $0 | $598,768 | $0 | $159,080 | $0 | $0 | $0 | $18,917 | $0 | $37,233 | $0 | $813,998 | $0 | $0 |
| HAZEL DE LEON | ||||||||||||||
| DIR. QUALITY & PATIENT SAFETY | $216,676 | $0 | $34,671 | $0 | $630 | $0 | $7,728 | $0 | $0 | $0 | $259,705 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | THE ORGANIZATION RELIES ON SHC TRI-VALLEY, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. SHC TRI-VALLEY UTILIZES THE SERVICES OF WILLIS TOWERS WATSON 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 NOVEMBER 2023. THE CHIEF MEDICAL OFFICER IS EMPLOYED BY STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THE ORGANIZATION RELIES ON SU TO ESTABLISH THE COMPENSATION OF THE CHIEF MEDICAL OFFICER. SU'S PROCESS FOR DETERMINING COMPENSATION INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. |
| SCHEDULE J, PART I, LINE 4A | DURING CALENDAR YEAR 2022, NORMAN RIZK RECEIVED A PAYMENT OF $1,189,946 THAT WAS PAYABLE ON HIS RETIREMENT FROM HIS POSITION AT THE STANFORD SCHOOL OF MEDICINE. MICHAEL O'CONNELL RECEIVED A LUMP SUM SEVERANCE PAYMENT OF $210,658 IN 2022. |
| SCHEDULE J, PART I, LINE 4B | CERTAIN OFFICERS AND DIRECTORS OF UNIVERSITY HEALTHCARE ALLIANCE (UHA) DBA STANFORD MEDICINE PARTNERS (SMP) ARE PROVIDED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS BY STANFORD HEALTH CARE, A RELATED ORGANIZATION. 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 2022: CATHERINE KRNA $ 53,176 QUINN MCKENNA $ 152,613 LINDA HOFF $ 117,466 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 YEAR 2022, IF ANY, ARE REPORTED IN COLUMN (F). AS SHC TRI-VALLEY'S PRESIDENT, RICK SHUMWAY 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 RICK SHUMWAY IN CALENDAR YEAR 2022: $65,868. |
| SCHEDULE J, PART I, LINE 7 | OFFICERS AND OTHERS WITH AMOUNTS IN COLUMN (B)(II) RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. THE ANNUAL INCENTIVE PLAN (AIP) IS BASED ON ACHIEVING CERTAIN GOALS ESTABLISHED PRIOR TO THE NEW FISCAL YEAR. THE GOALS ARE BASED ON THE FOCUSED AREAS, SUCH AS PATIENT CARE, QUALITY/SAFETY SERVICE, FINANCIAL RESULT, AND DEPARTMENT/PERSONAL PERFORMANCE. |
| SCHEDULE J, PART II | DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SMP. 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 (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | ON JULY 26, 2022 STANFORD MARKETING LAUNCHED ORGANIZATIONAL REBRANDING EFFORTS. UHA HAS BEEN RE-BRANDED TO STANFORD MEDICINE PARTNERS ("SMP") AS UHA'S NEW DBA. SMP IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION THAT HAS BEEN ORGANIZED TO OWN AND OPERATE MULTI-SPECIALTY MEDICAL CLINICS IN NORTHERN CALIFORNIA PURSUANT TO CALIFORNIA HEALTH & SAFETY CODE SECTION 1206(1). THROUGH ITS CLINICS, SMP OFFERS A BROAD RANGE OF MEDICAL CARE AND TREATMENT TO ADULT AND PEDIATRIC PATIENTS IN COORDINATION WITH STANFORD HEALTH CARE AND THE STANFORD UNIVERSITY SCHOOL OF MEDICINE (THE MEMBERS). SMP WAS FORMED IN ORDER TO SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, SCIENTIFIC AND HOSPITAL PURPOSES OF THE MEMBERS BY ESTABLISHING, OPERATING AND MAINTAINING MULTI-SPECIALTY MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN NORTHERN CALIFORNIA, AND BY ENGAGING IN, SPONSORING, ADVANCING, ENCOURAGING AND PROMOTING CHARITABLE HEALTHCARE, EDUCATION AND MEDICAL RESEARCH ACTIVITIES. THE ESTABLISHMENT AND INTEGRATION OF THE SMP CLINICS INTO A BROADER HEALTH CARE SYSTEM OPERATED THROUGH THE MEMBERS IS INTENDED TO IMPROVE THE AVAILABILITY, EFFECTIVENESS, EFFICIENCY AND QUALITY OF CARE PROVIDED TO INDIVIDUALS RESIDING IN THE COMMUNITIES SERVED BY THE MEMBERS. |
| FORM 990, PART III, LINE 4A: | PATIENT CARE: SMP WAS ESTABLISHED AS PART OF THE COORDINATED EFFORTS OF THE MEMBERS TO CREATE AN INTEGRATED SYSTEM OF HEALTHCARE AVAILABLE TO PERSONS OF ALL MEANS. SMP CONTRACTS WITH MEDICAL GROUPS TO PROVIDE OUTPATIENT CARE AT SMP CLINICS, EACH OF WHICH IS ORGANIZED INTO A NAMED CLINICAL OPERATING DIVISION WITHIN SMP. IN FY 2023, SMP OPERATED 4 CLINICAL OPERATING DIVISIONS AND CONTRACTED WITH 2 MEDICAL GROUPS TO PROVIDE THE PROFESSIONAL SERVICES FOR SUCH OPERATING DIVISIONS. SMP IS A PARTICIPATING PROVIDER IN THE MEDICARE AND MEDICAL PROGRAMS. SMP CLINICS PROVIDE MEDICAL CARE AND TREATMENT TO MEDICARE AND MEDICAL BENEFICIARIES ON A NONDISCRIMINATORY BASIS CONSISTENT WITH SMP'S CHARITABLE PURPOSES AND IN SUPPORT OF THE CHARITABLE ACTIVITIES OF THE MEMBERS. SMP SERVES PATIENTS IN SAN MATEO, SANTA CLARA, CONTRA COSTA AND ALAMEDA COUNTIES, CALIFORNIA. OF SUCH PATIENTS THAT ARE BENEFICIARIES UNDER MEDICAL, THE VAST MAJORITY OF SUCH MEDICAL BENEFICIARIES ARE ENROLLED WITH HEALTH MAINTENANCE ORGANIZATION (HMO) - ALAMEDA. IN ADDITION, SMP PROVIDES FREE AND DISCOUNTED MEDICAL CARE AND TREATMENT TO PATIENTS QUALIFYING FOR SUCH FREE OR DISCOUNTED CARE CONSISTENT WITH ITS FINANCIAL ASSISTANCE POLICY, CHARITY CARE POLICY AND SMP'S UNINSURED PATIENT DISCOUNT POLICY. |
| FORM 990, PART VI, LINE 2: | THE FOLLOWING INDIVIDUALS WERE OFFICERS AND EMPLOYEES OF STANFORD HEALTH CARE LINDA HOFF QUINN MCKENNA |
| FORM 990, PART VI, LINE 4: | IN FEBRUARY OF 2023 THE BYLAWS WERE AMENDED TO REMOVE PROVISIONS DESCRIBING THE COMPOSITION, DUTIES, AND PROCEDURES OF COMMITTEES ESTABLISHED BY THE BOARD, INCLUDING THE AUDIT, COMPLIANCE, AND ENTERPRISE RISK COMMITTEE. THE BOARD RETAINS THE AUTHORITY TO ESTABLISH COMMITTEES, AND AN AUDIT, COMPLIANCE, AND ENTERPRISE RISK COMMITTEE CONTINUES TO EXIST; HOWEVER, IT WAS DEEMED MORE APPROPRIATE TO INCLUDE COMMITTEE DETAILS IN THE COMMITTEE CHARTERS RATHER THAN THE BYLAWS. IN MAY OF 2023 THE BYLAWS WERE AMENDED TO CHANGE THE TERM OF THE DIRECTORS TO THREE YEARS STARTING FROM THE APPOINTMENT EFFECTIVE DATE. |
| FORM 990, PART VI, LINE 6: | THE MEMBERS OF SMP (EACH A "MEMBER COLLECTIVELY, THE "MEMBERS") ARE STANFORD HEALTH CARE, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ("SHC") AND THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY, A TRUST HAVING CORPORATE POWERS UNDER THE LAWS OF THE STATE OF CALIFORNIA, ON BEHALF OF ITS SCHOOL OF MEDICINE ("SOM"), EACH OF WHICH SHALL HAVE ONE (1) VOTE WITH RESPECT TO ALL MATTERS OR ACTIONS SUBMITTED TO THE MEMBERS FOR VOTE, APPROVAL OR CONSENT. |
| FORM 990, PART VI, LINE 7A: | UNDER THE BYLAWS OF SMP, BOARD MEMBERS ARE ELECTED BY THE UNANIMOUS WRITTEN CONSENT OF THE MEMBERS. |
| FORM 990, PART VI, LINE 7B: | CERTAIN DECISIONS OF THE BOARD REQUIRE APPROVAL OF THE MEMBERS. THE ORGANIZATION MAY NOT ENTER INTO A PROFESSIONAL SERVICE AGREEMENT WITHOUT APPROVAL OF THE MEMBERS. IN ADDITION, AMENDMENT OF THE BYLAWS REQUIRES APPROVAL OF THE MEMBERS. |
| FORM 990, PART VI, LINE 11B: | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM IN CONNECTION WITH THE SMP FINANCE DEPARTMENT. THE RETURN IS REVIEWED BY MANAGEMENT PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C: | OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SMP. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHER, OFFICERS, DIRECTORS AND 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 VP OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER OR 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 BE CONSULTED FOR A RULING. |
| FORM 990, PART VI, LINE 15A: | THE CHIEF EXECUTIVE OFFICER IS EMPLOYED BY SHC TRI-VALLEY, A RELATED ORGANIZATION. THE ORGANIZATION RELIES ON SHC TRI-VALLEY TO ESTABLISH THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. SHC TRI-VALLEY UTILIZES THE SERVICES OF WILLIS TOWERS WATSON 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 NOVEMBER 2023. THE CHIEF MEDICAL OFFICER IS EMPLOYED BY STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THE ORGANIZATION RELIES ON SU TO ESTABLISH THE COMPENSATION OF THE CHIEF MEDICAL OFFICER. SU'S PROCESS FOR DETERMINING COMPENSATION INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISION. |
| FORM 990, PART VI, LINE 15B: | THE PROCESS FOR DETERMINING COMPENSATION FOR SMP'S TOP MANAGEMENT (WITH SALARY EXCEEDING $250,000) REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. SMP ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES COMPARABLE MARKET DATA FROM PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS. THIS REVIEW IS COMPLETED ANNUALLY. |
| FORM 990, PART VI, LINE 19: | COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. COPIES OF THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION, BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS. |
| FORM 990, PART VII: | CERTAIN DIRECTORS RECEIVED COMPENSATION DURING THE TAX YEAR FOR SERVICES RENDERED TO SMP OR A RELATED ORGANIZATION AS EMPLOYEES OF THESE ORGANIZATIONS AND NOT IN THEIR CAPACITIES AS DIRECTORS OF SMP. |
| FORM 990, PART IX, LINE 11G: | AMOUNTS INCLUDE PAYMENTS TO PHYSICIAN GROUPS WHO SUPPLY MEDICAL PROFESSIONALS TO STAFF OUR CLINICS AND PERFORM EVALUATION AND MANAGEMENT SERVICES OF PATIENTS. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS: EQUITY TRANSFERS FROM RELATED PARTY $83,421,217 ------------ TOTAL $83,421,217 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER - PHYSICIAN SERVICES TOTAL FEES:XXX-XX-XXXX |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER - CLAIMS EXPENSE TOTAL FEES:-1036552 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER - PURCHASED SERVICES TOTAL FEES:53496721 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHA ACO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7999 GATEWAY BLVD STE 200 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830676459 | EIN |
| Primary Activities | MSSP ACO | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $17,590,911 | TotalIncomeAmt |
| End Of Year Assets | $18,093,806 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMP | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE BRD OF TRUST LELAND STANF JR UNIV | |||||||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | EDUCATION | CA | 501(C)(3) | 2 | NA | false | |||||
| FUNDACION STANFORD UNIVERSITY EN CHILE | |||||||||||||||
| EDUCATION | 501(C)(3) | STANFORD | Yes (true) | AV CONDELL 189 PROVIDENCIA | SANTIAGO | CI | CI | ||||||||
| STANFORD HEALTH CARE TRI-VALLEY | |||||||||||||||
| 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 941429628 | HOSPITAL | CA | 501(C)(3) | 3 | SHC | Yes (true) | |||||
| JAEDAN BUPIN STANFORD CENTER IN THE REPU | |||||||||||||||
| RESEARCH | 501(C)(3) | N/A | STANFORD | Yes (true) | KS | ||||||||||
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S | |||||||||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | 770440090 | HEALTHCARE | CA | 501(C)(3) | 7 | LPCH | Yes (true) | |||||
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | |||||||||||||||
| 725 WELCH ROAD MC 5553 | PALO ALTO | CA | 94304 | 770003859 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | Yes (true) | |||||
| PACKARD CHILDREN'S HEALTH ALLIANCE | |||||||||||||||
| 725 WELCH ROAD MC5551 | PALO ALTO | CA | 94304 | 320359189 | HEALTHCARE | CA | 501(C)(3) | 3 | LPCH | Yes (true) | |||||
| SHR HOLDINGS INC | |||||||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 943187167 | REAL ESTATE | CA | 501(C)(25) | N/A | STANFORD | Yes (true) | |||||
| STANFORD FACULTY CLUB | |||||||||||||||
| PO BOX 7229 | STANFORD | CA | 94309 | 941187089 | FAC INTERACT. | CA | 501(C)(7) | N/A | STANFORD | Yes (true) | |||||
| STANFORD FEDERAL CREDIT UNION | |||||||||||||||
| 1860 EMBARCADERO RD | PALO ALTO | CA | 94303 | 941492212 | CREDIT UNION | CA | 501(C)(1) | N/A | STANFORD | Yes (true) | |||||
| STANFORD HABITAT CONSERVATION BOARD | |||||||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 461882243 | CONSERVATION | CA | 501(C)(3) | 7 | STANFORD | Yes (true) | |||||
| STANFORD HEALTH CARE | |||||||||||||||
| 300 PASTEUR DRIVE MC 5555 | STANFORD | CA | 94305 | 946174066 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | Yes (true) | |||||
| STANFORD PROGRAMME (CAPE TOWN) NPC | |||||||||||||||
| EDUCATION | 501(C)(3) | N/A | STANFORD | Yes (true) | WAVERLY BUSINESS PARK BLDG 11 | CAPE TOWN | SF | SF | |||||||
| STANFORD UNIVERSITY BOOKSTORE | |||||||||||||||
| 505 BROADWAY 6TH FLOOR MC 1065 | REDWOOD CITY | CA | 94063 | 940894150 | SUPPORT | CA | 501(C)(3) | 12A, I | STANFORD | Yes (true) | |||||
| SU EMP BEN TRUST POST RETEMPYNT BEN | |||||||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 943246199 | BENEFITS | CA | 501(C)(9) | N/A | STANFORD | Yes (true) | |||||
| THE DUDLEY E CHAMBERS FOUNDATION | |||||||||||||||
| JP MORGAN CHASE PO BOX 3038 | MILWAUKEE | WI | 53201 | 386841793 | SUPPORT | NY | 501(C)(3) | 12D, III-O | STANFORD | Yes (true) | |||||
| THE FREIDENRICH SUPPORT FOUNDATION | |||||||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 300519583 | SUPPORT | CA | 501(C)(3) | 12A, I | STANFORD | Yes (true) | |||||
| THE HONG KONGSU CHARITABLE TRUST | |||||||||||||||
| 986078093 | SUPPORT | 501(C)(3) | N/A | STANFORD | Yes (true) | 1401 CAROLINE CENTER 28 PING ROAD | CAUSEWAY | HK | HK | ||||||
| THE STANFORD TRUST | |||||||||||||||
| SUPPORT | 501(C)(3) | N/A | STANFORD | Yes (true) | 65 HIGH STREET | OXFORD | UK | UK | OX1 46L | ||||||
| VALLEYCARE MEDICAL FOUNDATION INC | |||||||||||||||
| 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 262593526 | SR. FACILITY | CA | 501(C)(3) | PF | SHC-TV | Yes (true) | |||||
| VALLEYCARE SENIOR HOUSING | |||||||||||||||
| 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 943382224 | SR. FACILITY | CA | 501(C)(3) | 12A, I | SHC-TV | Yes (true) | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADOM PARTNERS LP | |||||||||||||
| 3 COLUMBUS CIRCLE 15TH FL | NEW YORK | NY | 10019 | 813083288 | INVESTMENTS | DE | NA | ||||||
| ALBUS SELECT FUND LP | |||||||||||||
| 750 MENLO PARK AVE 380 | MENLO PARK | CA | 94025 | 812064357 | INVESTMENTS | DE | NA | ||||||
| AM ENGINE HOLDINGS FUND I LP | |||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | INVESTMENTS | DE | NA | |||||||
| ARCOLA VENTURE LLC | |||||||||||||
| 7121 FAIRWAY DRIVE 410 | PALM BEACH GARDENS | FL | 33418 | 371689632 | REAL ESTATE | DE | NA | ||||||
| CANARY SC FUND LP | |||||||||||||
| 65 E 55TH ST 35TH FLOOR | NEW YORK | NY | 10022 | 475662144 | INVESTMENTS | DE | NA | ||||||
| CANARY SC MASTER FUND LP | |||||||||||||
| 981267847 | INVESTMENTS | NA | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CAYMAN ISLANDS | CJ | KY1-9009 | CJ | |||||
| CARLSBAD CO-INVEST LP | |||||||||||||
| 40 BEECHWOOD RD | SUMMIT | NJ | 07901 | 471702425 | INVESTMENTS | DE | NA | ||||||
| CERASUS FUND II CAYMAN LP | |||||||||||||
| INVESTMENTS | NA | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | |||||||
| CHP GTS BLOCKER HOLDINGS A LP | |||||||||||||
| 888 BOYLSTON STREET 1410 | BOSTON | MA | 02199 | 830881152 | INVESTMENTS | DE | NA | ||||||
| CROSSPOINT CAPITAL FUND II LP | |||||||||||||
| 2500 SAND HILL ROAD SUITE 300 | MENLO PARK | CA | 94025 | 981656208 | INVESTMENTS | CA | NA | ||||||
| CYPRESS MARINA HEIGHTS LLC | |||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 954887979 | INVESTMENTS | CA | NA | ||||||
| DGD INVESTMENT LP | |||||||||||||
| INVESTMENTS | NA | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | |||||||
| EAGLE ROCK LI HOLDINGS LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 271694413 | INVESTMENTS | DE | NA | ||||||
| EDEN RADIATION THERAPY SERVICES LLC | |||||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94304 | 881276056 | HEALTHCARE | CA | NA | ||||||
| ER-S JV LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068077 | INVESTMENTS | DE | NA | ||||||
| ER-S JV II LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882085249 | INVESTMENTS | DE | NA | ||||||
| ER-S INVESTOR LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068357 | INVESTMENTS | DE | NA | ||||||
| ER-S INVESTOR II LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882004082 | INVESTMENTS | DE | NA | ||||||
| ER PROPERTIES FUND LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834260396 | INVESTMENTS | DE | NA | ||||||
| ER PROPERTIES FUND II LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 881994509 | INVESTMENTS | DE | NA | ||||||
| EZP OPPORTUNITY LP | |||||||||||||
| 160 BOVET RD STE 300 | SAN MATEO | CA | 94402 | 814562962 | INVESTMENTS | DE | NA | ||||||
| FORTRESS IW COINVESTMENT (FUND B) LP | |||||||||||||
| 1345 AVE OF THE AMERICAS 46FL | NEW YORK | NY | 10105 | 980509639 | INVESTMENTS | NA | CJ | ||||||
| FOUR CROSSINGS INSTITUTIONAL PARTNERS V | |||||||||||||
| ONE MARITIME PLAZA 2100 | SAN FRANCISCO | CA | 94111 | 814323705 | INVESTMENTS | DE | NA | ||||||
| FOXLANE LP | |||||||||||||
| 550 E WATER ST 888 | CHARLOTTESVILLE | VA | 22902 | 813314647 | INVESTMENTS | DE | NA | ||||||
| HHBG-II INVESTMENT LP | |||||||||||||
| INVESTMENTS | NA | 89 NEXUS WAY CAMANA BAY PO BOX 31 | GRAND CAYMAN | CJ | KY1-1205 | CJ | |||||||
| KEB INVESTORS II LP | |||||||||||||
| INVESTMENTS | NA | WASHINGTON MALL STE 304 7 REID ST | HAMILTON | BD | BD | HM 11 | BD | ||||||
| KF VERMILLION FUND LP | |||||||||||||
| 65 East 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 883144517 | INVESTMENTS | DE | NA | ||||||
| LSF V DHB HOLDINGS LP | |||||||||||||
| 2711 N HASKELL AVE 1700 | DALLAS | TX | 75204 | 272858604 | INVESTMENTS | DE | NA | ||||||
| OLIFANT FUND LTD | |||||||||||||
| 980404442 | INVESTMENTS | NA | SUITE 5B201 2ND FL ONE NEXUS WAY | GRAND CAYMAN | CJ | KY1-1108 | CJ | ||||||
| ONCOLOGY SOLUTIONS VENTURE LLC | |||||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94304 | 863250041 | HEALTHCARE | CA | NA | ||||||
| OUTLAWS CASINO LTD | |||||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 841457498 | HOLDING COMPANY | CO | NA | ||||||
| SANDPIPER FUND LP | |||||||||||||
| 2000 MCKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 260341626 | INVESTMENT | TX | NA | ||||||
| SCP REAL ASSETS FUND (A) LP | |||||||||||||
| 2498 SAND HILL RD | MENLO PARK | CA | 94025 | 203949682 | INVESTMENTS | DE | NA | ||||||
| SEQUOIA MFM OPERATING COMPANY LLC | |||||||||||||
| 770 WELCH ROAD LPCH | PALO ALTO | CA | 94304 | 475060529 | MFM PROGRAM | CA | NA | ||||||
| SP SMC PARTNERS LLC | |||||||||||||
| PO BOX 5377 | NEW YORK | NY | 10185 | 473103791 | INVESTMENTS | DE | NA | ||||||
| STANFORD EMANUEL RADIATION ONCOLOGY CENT | |||||||||||||
| 825 DELBON AV | TURLOCK | CA | 95382 | 208885091 | RADIOLOGY | CA | NA | ||||||
| STANFORD PET-CT LLC | |||||||||||||
| 300 PASTEUR DR | STANFORD | CA | 94305 | 611423414 | MED. DIAGNOST | CA | NA | ||||||
| STANFORD-STARTX FUND LLC | |||||||||||||
| 485 BROADWAY | REDWOOD CITY | CA | 94063 | 464297719 | INVESTMENTS | DE | NA | ||||||
| SUMIT HOLDING INTERNATIONAL LLC | |||||||||||||
| 1400 PAGE MILL RD | PALO ALTO | CA | 94304 | 263934706 | HOLDING COMPANY | DE | NA | ||||||
| TESSERA IONIC LP | |||||||||||||
| PO BOX 194170 | SAN FRANCISCO | CA | 941194170 | 830896257 | INVESTMENTS | DE | NA | ||||||
| VEDA INVESTORS FUND LP | |||||||||||||
| ONE FAWCETT PL | GREENWICH | CT | 06830 | 811810345 | INVESTMENTS | DE | NA | ||||||
| VERMILION PEAK MASTER FUND | |||||||||||||
| 981327671 | INVESTMENTS | NA | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | ||||||
| WREP III A LP | |||||||||||||
| 6710 E CAMELBACK RD 100 | SCOTTSDALE | AZ | 85251 | 474780701 | INVESTMENTS | DE | NA | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BREP VII ALBERTA FDR (OFFSHORE) TE7 LP | |||||||||||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | 981066351 | INVESTMENTS | CA | NA | C CORP | |||||||||
| BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ | |||||||||||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | 981066355 | INVESTMENTS | CA | NA | C CORP | |||||||||
| CANARY SC FUND LTD | |||||||||||||||||
| 921268195 | INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAYMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | |||||||||
| CLAT (13) | |||||||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||||||
| CLUT (2) | |||||||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||||||
| CRT (561) | |||||||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||||||
| EAST SAIL | |||||||||||||||||
| INVESTMENTS | NA | C CORP | C/O INTL FS INC IFS COURT | TWENTYEIGHT CYBERCITY EBENE | MP | MP | |||||||||||
| ER-S REIT LLC | |||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068725 | INVESTMENTS | DE | NA | C CORP | |||||||||
| ER-S REIT II LLC | |||||||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882004082 | INVESTMENTS | DE | NA | C CORP | |||||||||
| GAVEA INVESTMENT FUND II-C LP | |||||||||||||||||
| 980537952 | INVESTMENTS | NA | C CORP | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | |||||||||
| HHBG SF LIMITED | |||||||||||||||||
| INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-1205 | CJ | ||||||||||
| KAIZEN FUND | |||||||||||||||||
| INVESTMENTS | NA | C CORP | PO BOX 448 | GRAND CAYMAN | CJ | KY1-1106 | CJ | ||||||||||
| LS ALBERTA III LP | |||||||||||||||||
| INVESTMENTS | CA | NA | C CORP | C/O LASALLE INV MGMT ONE CURZON ST | LONDON | UK | W1J 5HD | ||||||||||
| LUMINA STRATEGIC SOLUTIONS FEEDER FUND ( | |||||||||||||||||
| 981662307 | INVESTMENTS | CA | NA | C CORP | 199 BAY STREET SUITE 5300 | TORONTO | CA | M5L 1B9 | |||||||||
| OTHER (4) | |||||||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||||||
| PIF (2) | |||||||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||||||
| PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP | |||||||||||||||||
| 57 E WASHINGTON STREET | CHAGRIN FALLS | OH | 44022 | 981235268 | INVESTMENTS | NA | C CORP | CJ | |||||||||
| PROFESSIONAL EXCHANGE ASSURANCE COMPANY | |||||||||||||||||
| 201 MERCHANT STREET SUITE 2400 | HONOLULU | HI | 96813 | 900897686 | INSURANCE | HI | SMP | C CORP | -$308,812 | $9,295,651 | 0.63430 | Yes (true) | |||||
| SBFF LTD | |||||||||||||||||
| INVESTMENTS | NA | C CORP | SUITE 5B201 2ND FL ONE NEXUS WAY | GRAND CAYMAN | CJ | KY1-1108 | CJ | ||||||||||
| SOLKATT LIMITED | |||||||||||||||||
| INVESTMENTS | NA | C CORP | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | ||||||||||
| STANFORD (BEIJING) CNSLTNG CO LTD (WFOE) | |||||||||||||||||
| EDUCATION | NA | C CORP | 5275TH FLBLDG CACADEMY SOUTH RD | BEIJING | CH | CH | |||||||||||
| STANFORD IN JAPAN GODO KAISHA | |||||||||||||||||
| EDUCATION | NA | C CORP | DOSHISHA UNIVERSITY MEITOKUKAN-NAI | KYOTOSHI | JA | JA | |||||||||||
| STANFORD INDIA PVT LTD | |||||||||||||||||
| EDUCATION | NA | C CORP | 333 3RD FLOOR DEVIKA TOWER 6 NEH | DELHI | IN | IN | |||||||||||
| STANFORD MEDICINE INTL (HONG KONG) CO LT | |||||||||||||||||
| PATIENT SRVC | NA | C CORP | 833 CHEUNG SHA WAN ROAD | KOWLOON | HK | HK | |||||||||||
| STANFORD UNIV MED NETWORK RISK AUTHORITY | |||||||||||||||||
| 1400 PAGE MILL RD MSC 5713 | PALO ALTO | CA | 94304 | 461132002 | RISK MGMT CON | CA | NA | C CORP | |||||||||
| THE RUBRUM FUND | |||||||||||||||||
| INVESTMENTS | NA | C CORP | 7 CLIFFORD STREET | LONDON | UK | W1S 2FT | CJ | ||||||||||
| TRIVISTA FUND | |||||||||||||||||
| INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | ||||||||||
| TVC MATSU FUND | |||||||||||||||||
| INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | ||||||||||
| VERMILION PEAK FUND | |||||||||||||||||
| 981333885 | INVESTMENTS | NA | C CORP | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | |||||||||
| WOODBOURNE CANADA PARTNERS II - CAYMAN | |||||||||||||||||
| 980705321 | INVESTMENTS | NA | C CORP | 190 ELGIN AVE | GRAND CAYMAN | CJ | KY1-9005 | CJ | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOSPITAL COMMITTEE FOR THE L-P AREAS | ||
| P | $2,505,022 | COST |
| HOSPITAL COMMITTEE FOR THE L-P AREAS | ||
| Q | $1,800,142 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R: SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, PART IV, LINE 4 CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 5 CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 6 CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 15 OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 16 POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. | ExplanationTxt |