2023-08-14T23:30:59+00:00 2022-09-30 346565596 ERNST YOUNG US LLP 1101 NEW YORK AVE NW WASHINGTON DC 20005 990 2021-10-01 956077327 Sharp Healthcare SHAR 8584995150 8695 Spectrum Center Blvd San Diego CA 921231489 CHRIS HOWARD CEO 8584995150 2023-08-14 false DOUG WATSON 999009999 JUSTIN J LOWE P01866796 2023276000 2021 2023-04-26 12:10:37Z CHRIS HOWARD 8695 Spectrum Center Blvd San Diego CA 921231489 2688398075 false X WWW.SHARP.COM X 1946 CA The organization's primary exempt purpose is to provide administrative support to its tax-exempt subsidiaries. In addition, outpatient services are provided to patients within the greater San Diego area through multispecialty medical group practices. Community members are offered a number of benefit services to assist them in obtaining treatment, and information is provided on topics ranging from disease prevention to improvement of health status. 23 20 14724 0 379862 80301 10056710 11123068 1468788495 2230139651 195885041 81681022 49003894 47945085 1723734140 2370888826 155087 205163 0 0 580727289 579099246 0 5935097 1298857171 1354889025 1879739547 1934193434 -156005407 436695392 5325617287 4882274751 5139977340 4784474865 185639947 97799886 To promote health care through supporting and/or operating, directly or through wholly-owned subsidiaries and other appropriate management arrangements, hospitals and other medically-related facilities and activities in the State of California. The specific and primary purposes for which this corporation is formed are to support and be responsive to the needs of its publicly supported, tax-exempt subsidiaries. false false 719922815 0 776943791 Sharp HealthCare operates a number of outpatient clinics throughout San Diego County which provide outpatient and urgent care services to the community. Total patient visits were 2,051,187 for the twelve months ended 9/30/2022. 676136711 205163 1453195860 Sharp HealthCare provides administrative support to its subsidiaries. Its general purpose is to promote healthcare through supporting and/or operating its subsidiaries. See Community Benefit Report on Schedule O. 1396059526 true true false true false false false false true true false false true true true false true false true true false false false false false false true false true true false false false false false false false false false false true false false false true true true true true false true X 856 0 true 14724 true true true true CJ false false false false false false false false false true false X 23 20 false false false false false false false true true false false true true true true true true true true true true CA X JENNIFER GARDYNE 8584995152 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 Carol Gallagher SECRETARY 1.0 0 X X 0 0 0 Christopher D Howard PRESIDENT CEO SHC 45.0 18.0 X X 2399076 0 22311 Deirdre Alpert IMMEDIATE PAST CHAIR 4.0 0 X X 0 0 0 Derek Quackenbush TREASURER 1.0 0 X X 0 0 0 Eugene Mitchell VICE CHAIR 1.0 0 X X 0 0 0 Guillermo Cabrera CHAIR 2.0 0 X X 0 0 0 Alan Bier MD DIRECTOR 1.0 0.0 X 0 0 0 Andy Dang MD DIRECTOR AS OF 06/01/2022 1.0 0.0 X 0 8800 0 Bob Bolinger DIRECTOR 1.0 0 X 0 0 0 Brian Moore MD DIRECTOR THRU 05/31/2022 2.0 2.0 X 132 1252 0 Craig Saffer MD DIRECTOR 2.0 3.0 X 0 26400 0 Dan Gensler DIRECTOR 3.0 5.0 X 0 0 0 Eric Clark Jr MD DIRECTOR AS OF 01/01/2022 2.0 1.0 X 0 4704 0 Faye Wilson DIRECTOR 3.0 0 X 0 0 0 Gary Cady DIRECTOR THRU 05/31/2022 2.0 0 X 0 0 0 Grace Cherashore DIRECTOR THRU 09/29/2022 2.0 0 X 0 0 0 Hugo Barrera MD DIRECTOR 1.0 1.0 X 0 0 0 James Smith III DIRECTOR AS OF 08/01/2022 1.0 2.0 X 0 0 0 John Dunn DIRECTOR 2.0 0 X 0 0 0 John Wylie DIRECTOR 1.0 0 X 0 0 0 Kenneth Roth MD DIRECTOR THRU 07/31/2022 10.0 16.0 X 0 12000 0 Marc Brutten DIRECTOR 1.0 0 X 0 0 0 Marilyn Norton MD DIRECTOR THRU 12/31/2021 2.0 2.0 X 0 29400 0 Randolph Lenac DIRECTOR AS OF 06/01/2022 2.0 2.0 X 0 0 0 Rebeca Perez-Serrano DIRECTOR 8.0 0 X 0 0 0 Regina Petty DIRECTOR 1.0 0 X 0 0 0 Sergio Flores MD DIRECTOR AS OF 08/01/2022 2.0 0 X 0 0 0 Stephen Cushman DIRECTOR THRU 07/31/2022 4.0 4.0 X 0 0 0 Tony Costa DIRECTOR 2.0 0 X 0 0 0 Rick L Grossman SVP GENERAL COUNSEL 45.0 8.0 X 1195887 0 10425 Staci L Dickerson SVP CFO SHC 44.0 14.0 X 1293772 0 32410 Brett G McClain EVP CHIEF OPERATING OFFICER SHC 26.0 23.0 X 1382434 0 22433 Lisa Allen SVP HR TALENT MGMT 50.0 0 X 858570 0 16557 Pablo Velez-Carrillo CEO SCVMC 5.0 55.0 X 1049196 0 17130 Patricia Khaleghi CEO SHC SPECIALTY HOSP 8.0 50.0 X 935794 0 33303 Stacey Hrountas CEO SRS 55.0 0 X 918560 0 31294 Susan Stone CEO SCHHC 10.0 40.0 X 761506 0 20417 Timothy B Smith CEO SMH 10.0 45.0 X 1179912 0 16888 William Littlejohn SVP, CEO FOUNDATIONS 8.0 30.0 X 707188 0 21769 William S Evans CEO GHC 8.0 32.0 X 1087701 0 22294 Alison Fleury SVP BUSINESS DEVELOPMENT 44.0 1.0 X 794714 0 27707 Amy Adome SVP CLINICAL EFFECTIVENESS 40.0 0 X 634217 0 9799 Lynne Milgram CMO SCMG 60.0 0 X 667641 0 42905 Michael Reagin SVP CIIO 48.0 2.0 X 1135307 0 16888 Paul Durr CEO-SCMG 60.0 0.0 X 818074 0 34264 17819681 82556 398794 3310 false true false SODEXHO AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 MANAGEMENT/CATERING 64915191 SHARP REES-STEALY MEDICAL GROUP 5651 COPLEY DRIVE SAN DIEGO CA 92111 MEDICAL SERVICES 54862823 RIGHTSOURCING INC PO 515743 LOS ANGELES CA 90051 STAFFING 52582576 MCCARTHY BUILDING COMPANIES 9275 SKY PARK CT STE 200 SAN DIEGO CA 92123 CONSTRUCTION 45047709 EMERGENCY ACUTE CARE 12230 WORLD TRADE DR STE 250 SAN DIEGO CA 92128 MEDICAL SERVICES 31774247 607 0 0 0 3405334 7717734 0 30250 11123068 Revenue from affiliated entities 900099 767246895 767246895 0 0 Outpatient care 621110 733088996 733088996 0 0 Capitation revenue 900099 673369694 673369694 0 0 Medicare/Medicaid payments 621110 42024614 42024614 0 0 Rental income 531120 6533101 6533101 0 0 7876351 7496489 379862 0 2230139651 61454242 0 0 61454242 1660 0 0 1660 0 0 0 0 0 0 0 0 0 0 0 0 0 0 337715806 18563 317499846 9403 20215960 9160 20225120 20225120 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCMG Management Fee 561000 47127077 0 0 47127077 Medical Records Copying 900099 372674 0 0 372674 Call Center Services 900099 339313 0 0 339313 106021 0 0 106021 47945085 2370888826 2229759789 379862 129626107 X 205163 205163 0 0 8453437 8453437 451581072 193119155 258461917 17678560 6905743 10772817 67898083 29220942 38677141 33488094 14643572 18844522 1795830 169893 1625937 783704 783704 16500 16500 1860468 1860468 601951407 574983395 26968012 0 5039195 461648 4577547 29883096 15986122 13896974 96636044 387665 96248379 33969317 25593529 8375788 411395 106238 305157 6046979 1237470 4809509 38695296 16685332 22009964 5814006 4845582 968424 Purchased Medical Services from Affiliates 427452318 427452318 Medical Supplies 82851935 76416719 6435216 Equipment Maintenance/Repair 9124990 4152219 4972771 Fundraising 5935097 5935097 6621448 3486821 3134627 0 1934193434 1396059526 532198811 5935097 358203 1724197 352951444 298586291 0 0 60309190 55136553 0 0 0 0 2253234 1275782 18858234 20214831 54498625 64071681 1029279542 468634253 484018379 560645289 3137204076 2637856299 18812344 20161576 103641426 109881528 0 0 1092712132 1112720724 5325617287 4882274751 289275575 420968996 0 0 1245194 4379934 1201700303 1186148184 0 0 0 0 0 0 0 0 3647756268 3172977751 5139977340 4784474865 X 100685052 -3346247 84954895 101146133 185639947 97799886 5325617287 4882274751 X 436695392 -543365265 1638 -4364 18832538 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true 16500 true 29368 true 264311 false 310179 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCHEDULE C, PART II-B, LINE 1F: ANNUAL FEE FOR CALIFORNIA CHAMBER OF COMMERCE. SCHEDULE C, PART II-B, LINES B, G AND H: OPERATING EXPENSES INCURRED BY THE GOVERNMENT RELATIONS DEPARTMENT OF SHARP HEALTHCARE ATTEMPTING TO INFLUENCE LOCAL, STATE, AND NATIONAL LEGISLATION RELATED TO REIMBURSEMENT, REGULATORY REQUIREMENTS, AND ANY OTHER ISSUES THAT COULD POTENTIALLY AFFECT THE QUALITY AND/OR ABILITY TO EFFECTIVELY PROVIDE HEALTHCARE TO THE SAN DIEGO COMMUNITY. 14308262 864665 -2863215 107909 88957 12112846 13157329 682346 593918 117331 8000 14308262 11778542 481410 1075864 102487 76000 13157329 11347634 94636 399658 29750 33636 11778542 9770340 900884 688695 12285 11347634 0.37 0.63 0.0 false true true 80238435 80238435 399614244 101863378 297750866 70041542 59381445 10660097 354548431 307389430 47159001 124836890 0 124836890 560645289 Rec fm Related Org for Alloc Tax Exempt Bond Balance 905795321 Leased Assets- Operating 97560135 CQI Premium Receivable 27809637 Long-Term Assets 23871629 Leased Assets- Finance 4957305 Intangible Assets 6546512 Swap contract assets 46180185 1112720724 0 Intercompany Payables 2948253592 Operating Leases 120897813 LT Workers Compensation 45560486 LT Pension Liability 10151940 CQI Retrospective Premium Payable 39641106 Reserve for Malpractice 9200000 Capital/Finance Leases -1146726 Other miscellaneous 419540 3172977751 X 1826291927 -543365265 1638 3192814 -540170813 2366462740 1860468 2565618 4426086 2370888826 1935524519 0 0 1935524519 1860468 -3191553 -1331085 1934193434 Schedule D, Part V, Line 4 Intended uses of endowment funds Sharp HealthCare Foundation holds 12 board designated and permanent endowments for Sharp HealthCare that are restricted for a variety of purposes, such as rehabilitation, nursing education and scholarships, clinical equipment and technology, and more. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Sharp recognizes tax benefits from any uncertain tax positions only if it is more likely than not the tax position will be sustained, based solely on its technical merits, with the taxing authority having full knowledge of all relevant information. Sharp records a liability for unrecognized tax benefits from uncertain tax positions as discrete tax adjustments in the first interim period that the more likely than not threshold is not met. Sharp recognizes deferred tax assets and liabilities for temporary differences between the financial reporting basis and the tax basis of its assets and liabilities along with net operating loss and tax credit carryovers only for tax positions that meet the more likely than not recognition criteria. At September 30, 2022 and 2021, no such assets or liabilities were recorded. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 NON-OPERATING COMPONENT OF PENSION EXPENSE - 3192814 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements BOOK/TAX DIFFERENCE SHARP UCSD TRANSPLANT - 404668 BOOK/TAX DIFFERENCE MRI - -118138 CAPITAL CONTRIBUTIONS - 2279088 - Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements NON-OPERATING COMPONENT OF PENSION EXPENSE - -3192814 OTHER NON-OPERATING EXPENSE - 1261 Central America and the Caribbean 0 1 Program Services PAYMENTS FOR MANAGEMENT OF INSURANCE CAPTIVE SERVICES AND INSURANCE PREMIUM PAYMENTS TO CAPTIVE. 9416073 Central America and the Caribbean 0 0 Investments INVESTMENTS REQUIRED TO BE HELD BY OFFSHORE INSURANCE CAPTIVE. 16344145 Europe (Including Iceland and Greenland) 0 0 Program Services ANNUAL SUBSCRIPTION FEE. 2047 North America (Canada Mexico only) 0 0 Program Services WEB DESIGN FEE, TRAINING, DUES AND SUBSCRIPTIONS. 6259 0 1 0 0 0 1 25768524 0 25768524 true false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA MEXICO ONLY)-Accrual true American Red Cross 431 18th St NW Washington DC 20006 530196605 501(c)(3) 53963 Donations CAMPANILE FOUNDATION 5500 Campanile Drive San Diego CA 92182 330868418 501(c)(3) 25000 Sponsorship for the SDSU Big Data Hackathon event Transplant Life Foundation 1595 GALBRAITH AVE SE STE 500 GRAND RAPIDS MI 49546 461252372 501(c)(3) 20000 Sponsorship YWCA OF SAN DIEGO 1012 C Street San Diego CA 921015544 951661119 501(c)(3) 15000 Sponsorship for "In the Company of Women" benefits luncheon and "Tribute to Women Industry Awards" Oasis Institute 5500 Grossmont Center Dr Ste 269 San Diego CA 91942 300403895 501(c)(3) 15000 Promote health and well being to older adults and seniors in San Diego County CONNECT FOUNDATION 9605 Scranton Rd Ste 110 San Diego CA 92121 203049742 501(c)(3) 10000 Sponsorship Economic Development Corporation- San Diego County 530 B STREET NO 700 SAN DIEGO CA 92101 952406199 501(c)(6) 10500 Sponsorship San Diego LGBT Pride 3620 30th STREET SAN DIEGO CA 92104 330619449 501(c)(3) 6500 SD Pride Parade Sponsorship 7 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE MANAGEMENT TEAM EVALUATES REQUESTS FROM OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THEY ALIGN WITH THE ORGANIZATION'S MISSION. NO OUTSIDE MONITORING IS DONE AFTER GRANTS ARE MADE. X true true X X X X X false true false false false false false false false Christopher D Howard PRESIDENT CEO SHC 1657003 0 712884 0 29189 0 0 0 22311 0 2421387 0 0 0 Staci L Dickerson SVP CFO SHC 931971 0 338921 0 22880 0 9977 0 22433 0 1326182 0 0 0 Rick L Grossman SVP GENERAL COUNSEL 844345 0 303425 0 48117 0 0 0 10425 0 1206312 0 0 0 Timothy B Smith CEO SMH 811641 0 298597 0 69674 0 0 0 16888 0 1196800 0 0 0 Patricia Khaleghi CEO SHC SPECIALTY HOSP 650826 0 233339 0 51629 0 11132 0 22171 0 969097 0 0 0 Susan Stone CEO SCHHC 540747 0 184634 0 36125 0 10479 0 9938 0 781923 0 0 0 William S Evans CEO GHC 778744 0 284818 0 24139 0 0 0 22294 0 1109995 0 0 0 Pablo Velez-Carrillo CEO SCVMC 735739 0 260953 0 52504 0 6813 0 10317 0 1066326 0 0 0 Brett G McClain EVP CHIEF OPERATING OFFICER SHC 1044432 0 317681 0 20321 0 0 0 22433 0 1404867 0 0 0 Stacey Hrountas CEO SRS 628030 0 239391 0 51139 0 14611 0 16683 0 949854 0 0 0 Lisa Allen SVP HR TALENT MGMT 625241 0 225881 0 7448 0 0 0 16557 0 875127 0 0 0 William Littlejohn SVP, CEO FOUNDATIONS 467699 0 182130 0 57359 0 0 0 21769 0 728957 0 0 0 Michael Reagin SVP CIIO 902662 0 227462 0 5183 0 0 0 16888 0 1152195 0 0 0 Alison Fleury SVP BUSINESS DEVELOPMENT 544039 0 211155 0 39520 0 5790 0 21917 0 822421 0 0 0 Lynne Milgram CMO SCMG 494617 0 130910 0 42114 0 33212 0 9693 0 710546 0 0 0 Paul Durr CEO-SCMG 565069 0 209603 0 43402 0 12355 0 21909 0 852338 0 0 0 Amy Adome SVP CLINICAL EFFECTIVENESS 445807 0 165511 0 22899 0 0 0 9799 0 644016 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees MONTHLY DUES PAID TO THE UNIVERSITY CLUB FOR CHRIS HOWARD, PRESIDENT/CEO, AND BRETT MCCLAIN, EVP HOSPITAL OPERATIONS. THE UNIVERSITY CLUB MEMBERSHIPS ARE USED FOR BUSINESS PURPOSES. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Sharp HealthCare ("Company") sponsors an Executive Flexible Benefit Plan ("Plan") to provide designated executives with a reasonable level of benefits in return for their continued employment with the Company. The Plan is administered on a Plan Year basis of January 1 to December 31. Changes in Flexible Benefit Options are permitted annually, effective January 1 of the new Plan Year. The provisions of the Plan, which were restated effective as of December 31, 2008, are described below as restated. The Plan is available to the Chief Executive Officer, Executive Vice President of Hospital Operations, and Senior Vice Presidents. The Flexible Benefit Allowance available to each participant each plan year shall equal the sum of the following: - A company provided base allowance equal to 18% of the participant's base salary - A participant deferral up to 6% of the participant's pre-tax base salary for such plan year as elected by the participant - A company match should the participant make an elective deferral for a plan year. The company match begins at 2% for the first 1% elective deferral and increases 0.5% for each additional 1% elective deferral, to a maximum match of 4.5% on a 6% elective deferral. The Plan allows participants to use the Flexible Benefit Allowance to purchase additional long-term disability coverage, long-term care coverage, and flexible survivor coverage/accumulation benefits (life insurance). Participants in the flexible survivor coverage/accumulation benefits plan previously could elect to apply Flexible Benefit Allowance to acquire additional survivor coverage, or toward deposits to the Supplemental Survivor Accumulation Benefit Plan ("SSAB") to fund post-retirement survivor benefits, subject to the ERISA limit provided their policies were issued prior to September 18, 2003. The Company shall automatically continue whatever elective coverage and additional deposit elections that were in place for the SSAB during the 2008 plan year. No elective coverage or additional deposits were available to participants whose policies were issued on or after September 18, 2003. Any Flexible Benefit Allowance that remains after purchasing these additional coverages shall be paid to the participant in cash in equal installments throughout the Plan Year, not less frequently than quarterly. If the participant separates from service during the Plan Year, the participant forfeits any unpaid Allowance. During the year ended December 31, 2021, no participants received distributions from the plan. A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CNR7 2009-02-12 60000000 SEE PART VI false false false B California Public Finance Authority 474447476 13057EBE3 2017-12-28 306856245 SEE PART VI false false false C ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CPN4 2009-09-02 99880000 SEE PART VI false false false D ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 000000000 2010-12-16 30000000 SEE PART VI false false false A 49440000 0 60000000 0 0 0 0 0 0 0 60000000 0 2009 true false true true B 1455000 0 309614469 0 0 0 0 0 0 214754254 94860215 0 2021 false true false true C 145000 0 99880000 0 0 0 0 0 0 0 99880000 0 2009 true false true true D 10995000 0 30305092 0 0 0 0 0 0 30305092 0 0 2012 false false true true A false true true true true true 0.0 0.0 0.0 false false true B false true true true true true 0.0009 0.0 0.0009 false false true C false true true true true true 0.023 0.0 0.023 true false true D false true false true true 0.009 0.0 0.009 false false true A false false true false true false false false false true B false true false false true false false false true C false false true false true true CITIBANK NA 21.2 false false false false true D false false true false true false false false true A true B true C true D true Schedule K, Part I PART I, ENTITY 1, LINE A The purpose of this bond issuance is to refund the Series 2003AB Auction Rate Securities. Schedule K, Part I PART I, ENTITY 1, LINE B The purpose of this bond issuance is to provide funds for capital improvements, capacity expansion, and building renovations at four hospital entities, to purchase major equipment, and to advance refund outstanding 2009B bonds. Schedule K, Part I PART I, ENTITY 1, LINE C The purpose of this bond issuance is to refund the Series 2007AB Statewide Easy Equipment Program (SWEEP) bonds. Schedule K, Part I PART I, ENTITY 1, LINE D The purpose of this bond issuance is to finance the acquisition, construction, equipping and improvement of facilities at four hospital entities. Schedule K, Part I PART I, ENTITY 2, LINE A The purpose of the bond issuance is to refund the 1998 County of San Diego Certificates of Participation bonds. Schedule K, Part I PART I, ENTITY 2, LINE B The purpose of this bond issuance is to (i) finance the acquisition, renovation, construction, improvements, furnishing and equipping of facilities at four hospital entities and (ii)refund all of the Authority's outstanding Revenue Bonds (San Diego Hospital Association), Series 2003C. Schedule K, Part II, Line 3 Tax Exempt Bond Issue 2010A, 2014A, 2017 A,B,C Total proceeds are different than issue price due to investment earnings. Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS n/a Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: California Public Finance Authority n/a Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS n/a Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS n/a Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS n/a Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS n/a Schedule K, Part IV, Line 2c COLUMN B Issuer name: ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS The calculation for computing no rebate due was performed on 04/21/2021 A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037GSJO 2012-01-24 51889934 SEE PART VI false false false B ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037GVN7 2014-02-12 166110472 SEE PART VI false false false A 46665000 0 51889934 0 0 0 0 0 0 0 51889934 0 2012 true false true true B 19365000 0 168867641 0 0 0 0 0 0 146421873 22445768 0 2021 true false false true A false true true true true true 0.0 0.0 0.0 false false true B false true true true true true 0.0053 0.0 0.0053 false false true A false false true false false false false false true B false false false true false false false false true A true B true X 1 30000 Cost X Gift cards 2 250 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Cars and other vehicles - The organization is reporting the number of contributions Other - Gift cards - The organization is reporting the number of contributions Form 990, Part III, Line 4c Community Benefit Report See full Sharp HealthCare Annual Community Benefit Plan and Report at: https://www.sharp.com/about/community/community-benefits/benefit-report.cfm Sharp HealthCare (Sharp) is an integrated, regional health care delivery system based in San Diego, California. The Sharp system includes four acute care hospitals; three specialty hospitals; three affiliated medical groups; 28 medical centers; five urgent care centers; three skilled nursing facilities (SNF); two inpatient rehabilitation centers; home health, hospice and home infusion programs; numerous outpatient facilities and programs; three charitable foundations; and a variety of other community health education programs and related services. Sharp also offers individual and group health maintenance organization coverage through Sharp Health Plan (SHP). Serving a population of approximately 3.3 million in San Diego County (SDC), as of September 30, 2022, Sharp is licensed to operate 2,209 beds and has approximately 2,800 Sharp-affiliated physicians and 19,000 employees. Mission It is Sharp's mission to improve the health of those it serves with a commitment to excellence in all that it does. Sharp's goal is to offer quality care and services that set community standards, exceed patients' expectations and are provided in a caring, convenient, cost-effective and accessible manner. Vision Sharp's vision is to become the best health system in the universe. Sharp will transform the health care experience and be recognized as the best place to work, the best place to practice medicine and the best place to receive care. Sharp will be known as an excellent community citizen embodying an organization of people working together to do the right thing every day to improve the health and well-being of those it serves. This summary provides an overview of community benefit planning at Sharp, a listing of community needs addressed in this Community Benefit Plan and Report, and a summary of community benefit programs and services provided by Sharp in fiscal year (FY) 2022 (October 1, 2021, through September 30, 2022). In addition, the summary reports the economic value of community benefit provided by Sharp, according to the framework specifically identified in Senate Bill 697 (SB 697), for the following entities: - Sharp Chula Vista Medical Center (EIN 95-2367304) - Sharp Coronado Hospital and Healthcare Center (EIN 95-0651579) - Sharp Grossmont Hospital (33-0449527) - Sharp Mary Birch Hospital for Women Newborns (EIN 95-3782169) - Sharp Memorial Hospital (EIN 95-3782169) - Sharp Mesa Vista Hospital and Sharp McDonald Center (EIN 95-3782169) - Sharp Health Plan (EIN 33-0519730) Community Benefit Planning at Sharp HealthCare Sharp bases its community benefit planning on its triennial community health needs assessments (CHNA) combined with the expertise in programs and services of each Sharp hospital. Listing of Community Needs Addressed in the Sharp HealthCare Community Benefit Plan and Report, FY 2022 The following community needs are addressed by one or more Sharp hospitals in this Community Benefit Plan and Report: - Access to care and financial support for uninsured and underinsured community members and individuals without a medical provider - Programs and services that provide community and social support to address health equity challenges - Vaccination programs (flu, COVID-19 (coronavirus disease 2019), mpox) - Education, screening and support programs for chronic health conditions and other health needs, including but not limited to heart and vascular disease, stroke, cancer, diabetes, obesity and unintentional injuries - Aging care and support programs including health education, support and screening activities for seniors and caregivers - Safety and support programs for seniors and people with disabilities - End-of-life and advance care planning services for hospice patients and their loved ones and the community - Support for community nonprofit health and social service organizations - Education and training for community health care professionals - Student and intern supervision, education and support - Collaboration with local schools to promote interest and provide health career pathways - Cancer patient navigation services and participation in clinical trials - Women's and prenatal/postnatal health services, support and education, including services for high-risk pregnancies - Behavioral health and substance use education, screening and support for the community - including seniors and individuals experiencing homelessness - Provider education and protocol development to enhance community safety programming related to Trauma-Informed Care, human trafficking and related topics Economic Value of Community Benefit Provided in FY 2022 In FY 2022, Sharp provided a total of $541,721,997 in community benefit programs and unreimbursed services. This represents unreimbursed community benefit costs after the impact of the Medi-Cal Hospital Fee Program. Total economic value of community benefit provided by each Sharp HealthCare entity in FY 2022 was as follows: Sharp Chula Vista Medical Center - $129,369,339 Sharp Coronado Hospital and Healthcare Center - $23,706,998 Sharp Grossmont Hospital - $160,723,765 Sharp Mary Birch Hospital for Women Newborns - $6,386,797 Sharp Memorial Hospital - $189,614,043 Sharp Mesa Vista Hospital and Sharp McDonald Center - $31,794,378 Sharp Health Plan - $126,677 TOTAL FOR ALL ENTITIES - $541,721,997 Economic Value of Community Benefit Provided in FY 2022 by SB 697 Category and by Sharp entity was as follows: Sharp Chula Vista Medical Center: Medical Care Services - $127,892,482 Other Benefits for Vulnerable Populations - $274,728 Other Benefits for the Broader Community - $325,619 Health Research, Education and Training Programs - $876,510 TOTAL - $129,369,339 Sharp Coronado Hospital and Healthcare Center: Medical Care Services - $23,453,607 Other Benefits for Vulnerable Populations - $62,648 Other Benefits for the Broader Community - $99,866 Health Research, Education and Training Programs - $90,877 TOTAL - $23,706,998 Sharp Grossmont Hospital: Medical Care Services - $157,797,125 Other Benefits for Vulnerable Populations - $1,164,378 Other Benefits for the Broader Community - $788,665 Health Research, Education and Training Programs - $973,597 TOTAL - $160,723,765 Sharp Mary Birch Hospital for Women Newborns: Medical Care Services - $5,936,573 Other Benefits for Vulnerable Populations - $48,483 Other Benefits for the Broader Community - $313,802 Health Research, Education and Training Programs - $87,939 TOTAL - $6,386,797 Sharp Memorial Hospital: Medical Care Services - $187,736,123 Other Benefits for Vulnerable Populations - $682,601 Other Benefits for the Broader Community - $552,984 Health Research, Education and Training Programs - $642,335 TOTAL - $189,614,043 Sharp Mesa Vista Hospital and Sharp McDonald Center: Medical Care Services - $30,296,490 Other Benefits for Vulnerable Populations - $976,117 Other Benefits for the Broader Community - $346,348 Health Research, Education and Training Programs - $175,423 TOTAL - $31,794,378 Sharp Health Plan: Other Benefits for Vulnerable Populations - $23,750 Other Benefits for the Broader Community - $96,676 Health Research, Education and Training Programs - $6,251 TOTAL - $126,677 Form 990, Part III, Line 4c Community Benefit Report The following are examples of community benefit programs and services provided by Sharp hospitals and entities in FY 2022. - Medical Care Services included uncompensated care for patients who are unable to pay for services, and the unreimbursed costs of public programs such as Medi-Cal, Medicare, County Medical Services (CMS), Civilian Health and Medical Program of the Department of Veterans Affairs (CHAMPVA) and TRICARE, the regionally managed health care program for active-duty and retired service members and their families, loved ones and survivors, and unreimbursed costs of workers' compensation programs. - Other Benefits for Vulnerable Populations included van transportation for patients to and from medical appointments; education as well as flu and COVID-19 vaccinations for seniors; telephone reassurance and safety check program for isolated or homebound seniors and community members with disabilities, as well as continued outreach during COVID-19; financial and other support to community clinics to assist in providing and improving access to health services; Project Hospital Emergency Liaison Program (Project HELP), which provides funding for medication and transportation to assist lower-income patients; Meals on Wheels San Diego County; contribution of time to the San Diego Food Bank, Feeding San Diego, Mama's Kitchen and ProduceGood; the Sharp Humanitarian Service Program; and support services - including participation in 2-1-1 San Diego's (2-1-1) Community Information Exchange - for patients experiencing homelessness and other health equity barriers. - Other Benefits for the Broader Community included health education and information provided on-site, virtually and in partnership with community-based organizations; participation in community health fairs and events addressing the unique needs of the community; community flu, COVID-19, and mpox vaccination programs, health screenings and support groups. Sharp also collaborated with local schools to provide opportunities that promote interest in health care careers. Sharp executive leadership and staff also actively participated in numerous community organizations, committees and coalitions to improve the health of the community, including COVID-19 and mpox response task forces. See Appendix A for a listing of Sharp's involvement in community organizations. In addition, the category included costs associated with planning and operating community benefit programs, such as CHNA development and administration. - Health Research, Education and Training Programs included education and training programs for medical, nursing and other health care students and professionals, as well as supervision and support for students and interns. Time was also devoted to generalizable health-related research projects that were made available to the broader health care community. Form 990, Part IV, Line 24a PART IV, LINE 24A Tax Exempt Bonds are issued for the Sharp HealthCare Obligated Group. As a result, all tax exempt bond balances, including those allocated to other members of the Obligated Group, are reported on the Sharp HealthCare return (EIN 95-6077327). The Sharp HealthCare Obligated Group is comprised of Sharp HealthCare (EIN 95-6077327), Sharp Memorial Hospital (EIN 95-3782169), Grossmont Hospital Corporation (EIN 33-0449527), and Sharp Chula Vista Medical Center (EIN 95-2367304). Form 990, Part VI, Line 11b Review of form 990 by governing body The board members are sent the draft of the tax return when the Form 990 is available for review. The review process includes multiple levels of review including key corporate and entity finance department personnel comprised of the Accounting Manager, Vice President of Finance and Senior Vice President and Chief Financial Officer. Additionally, the organization contracts with Ernst Young, an independent accounting firm, for review of the Form 990. Form 990, Part VI, Line 12c Conflict of interest policy Sharp HealthCare has a written conflict of interest policy which has been reviewed and approved by the Sharp HealthCare governing board. Sharp HealthCare is committed to preventing any Participant of the Corporation from gaining any personal benefit from information received or from any transaction of Sharp. One component of the written conflict of interest policy requires that Board Members, Corporate Officers, Senior Vice Presidents and Chief Executive Officer(s) submit a conflict of interest statement annually to Legal Services/Senior Vice President of Legal Services who will review all statements. In addition, all Vice Presidents and any employees in the Purchasing/Supply Chain, Audit and Compliance, and Case Management/Discharge Planning departments are required to complete an online conflict of interest questionnaire annually that is reviewed by the Conflict Review Committee comprised of employees from Sharp's Legal, Compliance, and Internal Audit departments. In connection with any transaction or arrangement, which may create an actual or possible conflict of interest, the person shall disclose in writing the existence and nature of his/her financial interest and all material facts. Board Members, Corporate Officers, Senior Vice Presidents, and the Chief Executive Officer(s) shall make such disclosures directly to the Chairman of the Board, and to the members of the committee with the board designated powers considering the proposed transaction or arrangement. Upon disclosure of the financial interest and all material facts, the Board Member, Corporate Officer, Senior Vice President or the Chief Executive Officer(s) making such disclosures shall leave the board or the committee meeting while the financial interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. In certain instances, such as if someone takes a board seat on a competitor's board of directors or has a role with an organization whereby the information that they may obtain from Sharp would put them in a consistent conflict with their two roles, the conflict could call for the individual's removal from the board. The bylaws for the organization provide for the ability to remove directors in accordance with Section 5222 of the California Corporations Code. This can generally be done on a "for cause or a "no cause" basis by the action of the member. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Compensation Committee of Sharp HealthCare retains an independent compensation consulting firm to review the total compensation paid to executive management (President/Chief Executive Officer, Chief Operating Officer, and Senior Vice Presidents) and compares it to the total compensation paid to similar positions with like institutions. The information is presented to the Compensation Committee of the Board of Directors by the independent consultant. The Compensation Committee is comprised of Board members who are not physicians and who are not compensated in any way by the organization. The Compensation Committee creates and approves the organization's Executive Compensation Philosophies and Strategies statement and as part of this approves the total compensation for the President/Chief Executive Officer and reviews and approves the total compensation recommendations for the remaining executive team. The Compensation Committee presents its decision to the Board of Directors. The Compensation Committee retains minutes of its meetings. The review was last conducted in November 2022. The Compensation department engages a third-party independent consultant to conduct a compensation study covering officers and key employees. The independent third party compares base salaries to similar positions with like institutions. The information is reviewed by the Compensation department and is presented to the President/Chief Executive Officer, the Chief Operating Officer and the appropriate Senior Vice President for review and approval. This study was last conducted in January 2023. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Compensation Committee of Sharp HealthCare retains an independent compensation consulting firm to review the total compensation paid to executive management (President/Chief Executive Officer, Chief Operating Officer, and Senior Vice Presidents) and compares it to the total compensation paid to similar positions with like institutions. The information is presented to the Compensation Committee of the Board of Directors by the independent consultant. The Compensation Committee is comprised of Board members who are not physicians and who are not compensated in any way by the organization. The Compensation Committee creates and approves the organization's Executive Compensation Philosophies and Strategies statement and as part of this approves the total compensation for the President/Chief Executive Officer and reviews and approves the total compensation recommendations for the remaining executive team. The Compensation Committee presents its decision to the Board of Directors. The Compensation Committee retains minutes of its meetings. The review was last conducted in November 2022. The Compensation department engages a third-party independent consultant to conduct a compensation study covering officers and key employees. The independent third party compares base salaries to similar positions with like institutions. The information is reviewed by the Compensation department and is presented to the President/Chief Executive Officer, the Chief Operating Officer and the appropriate Senior Vice President for review and approval. This study was last conducted in January 2023. Form 990, Part VI, Line 19 Required documents available to the public The organization does not make its governing documents available to the general public. Policies are considered proprietary information, however in Sharp HealthCare's publicly available Code of Conduct, Sharp outlines its Conflict of Interest policies in a user friendly manner. The annual audited financial statements of the consolidated group are published on the dacbond.com website (www.dacbond.com), are attached to the Form 990 filed for each of the Sharp hospitals, and are available upon request. The annual audited financial statements include combining schedules which disclose the financial results (Balance Sheet, Statement of Operations, Statement of Changes in Net Assets) for each entity of the consolidated group. Quarterly financial statements of Sharp's obligated group are published on the dacbond.com website (www.dacbond.com). Form 990, Part VIII, Line 2f Other Program Service Revenue Case Management - Total Revenue: 379862, Related or Exempt Function Revenue: , Unrelated Business Revenue: 379862, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Joint Venture Income - Bone Marrow, MRI - Total Revenue: 1505617, Related or Exempt Function Revenue: 1505617, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; All other program service revenue - Total Revenue: 5990872, Related or Exempt Function Revenue: 5990872, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other revenue - Total Revenue: 106021, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 106021; Form 990, Part IX, Line 11g Other Fees Med fees - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 187138, Fundraising Expenses: ; Purchased Services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 23421468, Fundraising Expenses: ; Registry - Total Expense: 4275054, Program Service Expense: 915648, Management and General Expenses: 3359406, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; 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Form 990, Part XI, Line 9 Other changes in net assets or fund balances CURRENT YEAR OTHER COMPREHENSIVE INCOME - 14595647; BENEFICIAL INTEREST IN SHARP HEALTHCARE FOUNDATION - 4590496; BOOK/TAX DIFFERENCES ON PARTNERSHIP INTEREST - MRI - 118138; BOOK/TAX DIFF ON PARTNERSHIP INTEREST - UCSD/SHARP TRANSPLANT PROGRAM - -404668; BENEFICIAL INTEREST IN SHARP FREESTANDING SURGERY LLC - -67075; SHARP OTAY MOB LLC 8695 SPECTRUM CENTER BLVD San Diego CA 921231489 475374479 OPERATE MEDICAL OFFICE BUILDING CA 0 0 SHARP HEALTHCARE SHARP MEMORIAL HOSPITAL (SMH) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 953782169 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true GROSSMONT HOSPITAL CORPORATION (SGH) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330449527 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true SHARP CHULA VISTA MEDICAL CENTER (SCVMC) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 952367304 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER (SCHHC) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 950651579 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true SHARP HEALTH PLAN 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330519730 HEALTH PLAN CA 501(c)(4) SHARP HEALTHCARE true SHARP HEALTHCARE FOUNDATION (SHF) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 953492461 HEALTHCARE FOUNDATION CA 501(c)(3) 7 SHARP HEALTHCARE true GROSSMONT HOSPITAL FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330124488 HEALTHCARE FOUNDATION CA 501(c)(3) 7 GROSSMONT HOSPITAL CORPORATION true SHARP AND CHILDREN'S MRI CENTER LLC 7901 FROST STREET SAN DIEGO CA 92123 330520955 IMAGING CA NA Related 289221 385752 false true 0.3333 SHARP HEALTHCARE ACO-II LLC 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 812645189 OFFICES OF PHYSICIANS CA NA Related 0 0 true false 0.5825 SHARP FREESTANDING SURGERY LLC 8695 SPECTRUM CENTER BOULEVARD SAN DIEGO CA 92123 874136918 FREESTANDING AMBULATORY SURGERY CA SHARP HEALTHCARE Related -142972 1649607 false false 0.9 CONTINUOUS QUALITY INSURANCE SPC CAPTIVE INSURANCE COMPANY CJ SHARP HEALTHCARE C Corporation 2379734 56038000 1 true false false true false false false false false false true true true true true false true true true true Sharp Memorial Hospital J 1708285 Accrual Accounting Sharp Memorial Hospital K 345997 Accrual Accounting Sharp Memorial Hospital L 9345936 Accrual Accounting Sharp Memorial Hospital M 5241371 Accrual Accounting Sharp Memorial Hospital P 234584 Accrual Accounting Sharp Memorial Hospital Q 1466592139 Accrual Accounting Sharp Memorial Hospital R 1519604483 Accrual Accounting Sharp Memorial Hospital S 1296099743 Accrual Accounting Grossmont Hospital Corporation K 3425349 Accrual Accounting Grossmont Hospital Corporation L 6286072 Accrual Accounting Grossmont Hospital Corporation M 29686377 Accrual Accounting Grossmont Hospital Corporation P 267897 Accrual Accounting Grossmont Hospital Corporation Q 752140656 Accrual Accounting Grossmont Hospital Corporation R 504130021 Accrual Accounting Grossmont Hospital Corporation S 495864645 Accrual Accounting Sharp Chula Vista Medical Center K 59827 Accrual Accounting Sharp Chula Vista Medical Center L 4032322 Accrual Accounting Sharp Chula Vista Medical Center M 465608 Accrual Accounting Sharp Chula Vista Medical Center P 51351 Accrual Accounting Sharp Chula Vista Medical Center Q 526906829 Accrual Accounting Sharp Chula Vista Medical Center R 346228594 Accrual Accounting Sharp Chula Vista Medical Center S 194198692 Accrual Accounting Sharp Coronado and Healthcare Center L 2088560 Accrual Accounting Sharp Coronado and Healthcare Center Q 148197321 Accrual Accounting Sharp Coronado and Healthcare Center R 100559618 Accrual Accounting Sharp Coronado and Healthcare Center S 63179786 Accrual Accounting Sharp HealthCare Foundation C 2757601 Accrual Accounting Sharp HealthCare Foundation M 5935097 Accrual Accounting Sharp HealthCare Foundation N 135627 Accrual Accounting Grossmont Hospital Foundation C 647733 Accrual Accounting Continuous Quality Insurance SPC R 9416073 Accrual Accounting Sharp Health Plan J 1073731 Accrual Accounting Sharp Health Plan M 200660108 Accrual Accounting Sharp Health Plan Q 38269597 Accrual Accounting Sharp Health Plan R 3731519 Accrual Accounting Sharp Health Plan S 605544 Accrual Accounting