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RECRUIT SVCS 3456720 GCON GENERAL CONSTRUCTION 26986 GADING ROAD MAYWARD CA 94544 GEN CONSTRUCTION SVC 1044998 PRICEWATERHOUSE COOPERS LLP PO BOX 952282 DALLAS TX 75395 AUDIT SERVICES 325000 11 X 2193262 2193262 PATIENT SERVICE REVENUE 900099 365162341 365162341 0 0 ON CALL COVERAGE/PHYSICIAN OUTSIDE REV 900099 3870665 3870665 0 0 TEACHING REVENUE 900099 2676279 2676279 0 0 OTHER OPERATING REVENUE - CLINIC 900099 5325674 5325674 0 0 MEDICARE SHARED SAVINGS PROGRAM (MSSP) 900099 17590911 17590911 0 0 3103043 3103043 0 0 397728913 1634597 0 0 1634597 0 0 0 0 0 42900 157176 -114276 -114276 -114276 0 0 0 0 0 0 0 0 0 LOSS ON DISPOSAL OF ASSETS 900099 -370043 -370043 -370043 401072453 397244594 0 1634597 X 0 0 0 0 3573449 0 3573449 0 0 90071274 70131162 19940112 0 5773891 4349461 1424430 0 46773443 43843325 2930118 0 5840737 4108577 1732160 0 531184 107308 423876 0 995773 0 995773 0 204667 0 204667 0 0 0 0 215238181 210997363 4240818 0 814 0 814 0 62292402 60356472 1935930 0 858351 116509 741842 0 0 28527131 23265257 5261874 0 283208 250975 32233 0 0 37532 12735 24797 0 0 0 8947269 8087933 859336 0 1133959 141280 992679 0 TEMPORARY PERSONNEL 4036686 3931971 104715 0 BANK FEES 549294 0 549294 0 MARKETING 500000 0 500000 0 DUES 269274 176318 92956 0 407458 422875 -15417 476845977 430299521 46546456 0 700 0 35118815 36550387 0 0 27493185 27164539 0 0 0 0 22097507 19798056 781986 1171720 15204396 15334011 89471565 59726575 31685545 29744990 0 0 3420530 5136769 0 0 0 0 48179700 50302687 183982364 185203159 63416650 55676672 0 0 590080 608325 0 0 0 0 0 0 0 0 0 0 59916426 61211261 123923156 117496258 X 60059208 67706901 0 0 60059208 67706901 183982364 185203159 X -75773524 83421217 X false true X true true true X SCHEDULE A, PART I 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 46301444 30093891 16207553 0 43170121 29632684 13537437 0 0 0 0 29744990 ROU OPEX ASSET - REAL ESTATE 49626585 DEPOSITS - MSSP 502895 DEPOSITS-PRINCIPALLY RENT 173207 50302687 0 ST & LT ROU OPEX LIABILITY-REAL ESTATE 50892857 OTHER LIABILITIES 1155193 IBNR CLAIMS LIABILITY-AFFINITY 6310623 HEALTH/DENTAL/VISION IBNR 2732285 DEFERRED RENT 120303 61211261 X FORM 990, SCHEDULE D, PART X, LINE 2: FIN 48 STATEMENT 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. true true false false false false false true false JENNIE CREWS MD DIRECTOR,CHIEF MEDICAL OFFICER 0 262300 0 120000 0 36138 0 0 0 18179 0 436617 0 0 ROBERT HARRINGTON MD DIRECTOR 0 650604 0 454605 0 72747 0 28825 0 36044 0 1242825 0 0 LINDA HOFF DIRECTOR 0 998588 0 689306 0 162608 0 152645 0 34423 0 2037570 0 113922 QUINN MCKENNA DIRECTOR 0 1257936 0 922902 0 255076 0 188567 0 49743 0 2674224 0 148009 ALLEN METZENBERG DIRECTOR 0 348535 0 36767 0 31370 0 4249 0 1677 0 422598 0 0 NIRAJ SEHGAL MD CHAIR 0 717224 0 269827 0 40751 0 17042 0 31610 0 1076454 0 0 RICK SHUMWAY DIRECTOR, PRESIDENT & CEO 0 669463 0 536733 0 73738 0 254430 0 39952 0 1574316 0 125001 LESLEE SUBAK MD DIRECTOR (FROM 5/23) 0 675727 0 523794 0 56687 0 27488 0 77184 0 1360880 0 0 MICHAEL WEATHERFORD CFO 382883 0 123119 0 2772 0 35075 0 52762 0 596611 0 0 0 DIONNE HUNTE-MACON EXE. DIR. STR. INIT./SECRETARY 226483 0 47733 0 420 0 22665 0 38417 0 335718 0 0 0 TAYLOR CANNON INTERIM COO (FROM 9/22) 332260 0 160289 0 378 0 33713 0 38417 0 565057 0 0 0 HILARY GARRIGAN SENIOR ADMINISTRATOR 257376 0 54401 0 1806 0 35075 0 52762 0 401420 0 0 0 BRAD JOHNSON PRACTICE ADMIN. (END 12/22) 201163 0 42607 0 24952 0 30658 0 38417 0 337797 0 0 0 MICHAEL O'CONNELL COO (END 8/22) 281278 0 84263 0 253729 0 35075 0 0 0 654345 0 0 0 ROCHELLE NOONE VP OF HUMAN RESOURCES 276663 0 91356 0 2772 0 35075 0 23426 0 429292 0 0 0 KRISTINE OWIESNEY MALMSHEIMER ADMIN DIR. OF CLINICAL OPER. 229781 0 49116 0 1806 0 29305 0 52762 0 362770 0 0 0 BETTY HONG EXE. DIR. OF COMP. (END 3/23) 216482 0 42448 0 2772 0 7071 0 31787 0 300560 0 0 0 LAURA LECLAIR GRUBB ADMIN DIR. OF HUMAN RESOURCES 210607 0 43340 0 1806 0 29740 0 35247 0 320740 0 0 0 CATHERINE KRNA FORMER PRESIDENT & CEO 0 299142 0 0 0 127509 0 65577 0 25784 0 518012 0 51572 NORMAN RIZK MD FORMER CHAIR 0 119831 0 111352 0 1189946 0 12038 0 4387 0 1437554 0 0 BRYAN BOHMAN MD FORMER CHIEF MEDICAL OFFICER 0 598768 0 159080 0 0 0 18917 0 37233 0 813998 0 0 HAZEL DE LEON DIR. QUALITY & PATIENT SAFETY 216676 0 34671 0 630 0 7728 0 0 0 259705 0 0 0 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. 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 UHA ACO LLC 7999 GATEWAY BLVD STE 200 NEWARK CA 94560 830676459 MSSP ACO CA 17590911 18093806 SMP 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 AV CONDELL 189 PROVIDENCIA SANTIAGO CI EDUCATION CI 501(C)(3) STANFORD true STANFORD HEALTH CARE TRI-VALLEY 1111 E STANLEY BLVD LIVERMORE CA 94550 941429628 HOSPITAL CA 501(C)(3) 3 SHC true JAEDAN BUPIN STANFORD CENTER IN THE REPU RESEARCH KS 501(C)(3) N/A STANFORD true LUCILE PACKARD FOUNDATION FOR CHILDREN'S 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 770440090 HEALTHCARE CA 501(C)(3) 7 LPCH true LUCILE SALTER PACKARD CHILDRENS HOSPITAL 725 WELCH ROAD MC 5553 PALO ALTO CA 94304 770003859 HEALTHCARE CA 501(C)(3) 3 STANFORD true PACKARD CHILDREN'S HEALTH ALLIANCE 725 WELCH ROAD MC5551 PALO ALTO CA 94304 320359189 HEALTHCARE CA 501(C)(3) 3 LPCH true SHR HOLDINGS INC 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 943187167 REAL ESTATE CA 501(C)(25) N/A STANFORD true STANFORD FACULTY CLUB PO BOX 7229 STANFORD CA 94309 941187089 FAC INTERACT. CA 501(C)(7) N/A STANFORD true STANFORD FEDERAL CREDIT UNION 1860 EMBARCADERO RD PALO ALTO CA 94303 941492212 CREDIT UNION CA 501(C)(1) N/A STANFORD true STANFORD HABITAT CONSERVATION BOARD 415 BROADWAY REDWOOD CITY CA 94063 461882243 CONSERVATION CA 501(C)(3) 7 STANFORD true STANFORD HEALTH CARE 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 946174066 HEALTHCARE CA 501(C)(3) 3 STANFORD true STANFORD PROGRAMME (CAPE TOWN) NPC WAVERLY BUSINESS PARK BLDG 11 CAPE TOWN SF EDUCATION SF 501(C)(3) N/A STANFORD true STANFORD UNIVERSITY BOOKSTORE 505 BROADWAY 6TH FLOOR MC 1065 REDWOOD CITY CA 94063 940894150 SUPPORT CA 501(C)(3) 12A, I STANFORD 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 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 true THE FREIDENRICH SUPPORT FOUNDATION 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 300519583 SUPPORT CA 501(C)(3) 12A, I STANFORD true THE HONG KONGSU CHARITABLE TRUST 1401 CAROLINE CENTER 28 PING ROAD CAUSEWAY HK 986078093 SUPPORT HK 501(C)(3) N/A STANFORD true THE STANFORD TRUST 65 HIGH STREET OXFORD UK OX1 46L SUPPORT UK 501(C)(3) N/A STANFORD true VALLEYCARE MEDICAL FOUNDATION INC 1111 E STANLEY BLVD LIVERMORE CA 94550 262593526 SR. FACILITY CA 501(C)(3) PF SHC-TV true VALLEYCARE SENIOR HOUSING 1111 E STANLEY BLVD LIVERMORE CA 94550 943382224 SR. 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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.