2025-05-14T15:50:36-05:00 2024-06-30 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990 2023-07-01 952321786 CHILDREN'S HOSPITAL OF ORANGE COUNTY CHIL 7149973000 1201 WEST LA VETA AVENUE ORANGE CA 92868 JAMES ULI EVP & CFO 7149973000 2025-05-14 1 0 HOLLY MOEN P01800653 2139724000 2025-04-29 2023 2025-03-06 01:10:19Z KIMBERLY CRIPE 1201 WEST LA VETA AVENUE ORANGE CA 92868 1481985970 0 X WWW.CHOC.ORG X 1964 CA TO NURTURE, ADVANCE AND PROTECT THE HEALTH AND WELL BEING OF CHILDREN. 12 12 5980 752 684363 0 35464086 26053222 1495308911 1385126848 12480298 15022145 4900469 5461243 1548153764 1431663458 0 0 0 0 568058639 587403468 0 0 0 731688706 728144413 1299747345 1315547881 248406419 116115577 1811771652 2175420283 788714703 1013282519 1023056949 1162137764 TO NURTURE, ADVANCE AND PROTECT THE HEALTH AND WELL-BEING OF CHILDREN. 0 0 1181324250 1384442485 CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC) - PROVIDES SPECIALIZED PEDIATRIC SERVICES FOR THE CARE OF CHILDREN. DURING THIS YEAR, THERE WERE 80,691 DAYS OF INPATIENT CARE; 116,868 EMERGENCY ROOM VISITS (INCLUDING PEDIATRIC TRAUMA VISITS); 13,456 SURGERIES; AND 347,753 PRIMARY AND SPECIALTY CARE CLINIC VISITS. OUR CALIFORNIA MEDICAL FOUNDATION PROVIDED 554,181 PEDIATRIC SUBSPECIALTY SERVICE ENCOUNTERS TO PATIENTS THROUGHOUT ORANGE COUNTY AND BEYOND. SEE OUR COMPLETE COMMUNITY BENEFIT REPORT ON OUR WEBSITE AT HTTPS://WWW.CHOC.ORG/FILES/COMMUNITYBENEFITPLANFY2024CHOC.PDF 1181324250 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 697 0 1 5980 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X MARY NGUYEN 7145094124 1201 WEST LA VETA AVENUE ORANGE CA 92868 SAM AURIEMMA DIRECTOR 3.00 1.00 X 0 0 0 CHRIS FURMAN DIRECTOR 3.00 4.00 X 0 0 0 JOE KIANI DIRECTOR 2.00 3.00 X 0 0 0 DOUGLAS MCCOMBS CHAIRMAN 4.00 9.00 X X 0 0 0 MARIA MINON MD DIRECTOR 2.00 3.00 X 0 0 0 JIM MORRIS VICE CHAIRMAN 3.00 6.00 X X 0 0 0 JOE NUZZOLESE DIRECTOR 2.00 0.50 X 0 0 0 KEN POTROCK DIRECTOR 2.00 0.50 X 0 0 0 LINDA ROSE DIRECTOR 2.50 1.00 X 0 0 0 MARSHALL ROWEN MD DIRECTOR 3.00 7.00 X 0 0 0 KIMBERLY SENTOVICH DIRECTOR 2.00 2.50 X 0 0 0 JASJIT SINGH MD DIRECTOR 2.00 0.50 X 0 0 0 THOMAS PHELPS DIRECTOR (THRU 09/23) 2.00 1.00 X 0 0 0 KIMBERLY CRIPE PRESIDENT & CEO 19.00 21.00 X 0 2020211 54662 KERRI RUPPERT SCHILLER EVP/CFO/ASST SECRETARY 16.75 23.25 X 0 994430 52057 JAY GABRIEL CHIEF LEGAL OFFICER & SECRETARY 17.00 23.00 X 0 815827 63146 KIMBERLEY MILSTIEN EVP/COO 26.00 14.00 X 0 807037 16512 SANDIP GODAMBE MD SVP, MEDICAL AFFAIRS & CMO 36.00 4.00 X 854960 0 111579 MICHAEL WEISS DO VP, POPULATION HEALTH 40.00 0.00 X 665063 0 40160 WALDO ROMERO VP, CHOC ENT. MTR PLAN (THRU 05/24) 40.00 0.00 X 509261 0 59226 JASON CULP VP, CHOC CHILDREN'S SPECIALIST 40.00 0.00 X 473383 0 27836 MELANIE PATTERSON VP, PATIENT CARE SERVICES & CNO 40.00 0.00 X 577661 0 43421 MARY ZIMMER VP OPERATIONS 38.00 2.00 X 525017 0 48935 COLLEEN CUNNINGHAM MD SVP, PEDIATRICIAN IN CHIEF 39.00 1.00 X 688519 0 20702 JOHN HENDERSON VP, CHIEF INFORMATION OFFICER 37.00 3.00 X 733757 0 22630 THOMAS CAPIZZI VP, CHIEF PEOPLE OFFICER 33.00 7.00 X 572677 0 38765 CHARLES GOLDEN MD VP, MEDICAL DIRECTOR PRIMARY 40.00 0.00 X 599120 0 32921 TERRANCE SANGER VP, CHIEF SCIENTIFIC OFFICER 40.00 0.00 X 607143 0 -7099 PAUL VAN DOLAH EXECUTIVE VP & CTO (FORMER COO) 29.00 11.00 X 0 928592 25380 6806561 5566097 650833 1547 1 1 0 PEDIATRIC SUBSPECIALTY FACULTY 1201 W LA VETA AVE ORANGE CA 92868 MEDICAL SERVICES 146536870 MCCARTHY BUILDING CO 20401 SW BIRCH STREET NEWPORT BEACH CA 92660 CONSTRUCTION SERVICES 92188427 AYA HEALTHCARE INC PO BOX 123519 DALLAS TX 75312 STAFFING AGENCY 61300842 UCI MEDICAL CENTER 1500 SOUTH DOUGLASS RD ANAHEIM CA 92806 MEDICAL SERVICES 18816525 REGENTS OF UC 3800 W CHAPMAN AVE SUIT 2200 ORANGE CA 92868 MEDICAL SERVICES 18189598 231 23947107 2106115 26053222 NET PATIENT SERVICE RE 624100 1153827157 1153827157 CAPITATION REVENUE 624100 114976398 114976398 PHARMACY DRUG SALES 624100 37910085 37910085 MANAGEMENT FEES 624100 29180189 29180189 OTH OPERATING REVENUES 524298 28483295 28483295 20749724 20065361 684363 1385126848 14672512 14672512 345816 0 345816 345816 345816 50672145 50239161 83351 432984 -83351 349633 349633 CAFETERIA 722514 2759301 2759301 PARKING 812930 1047606 1047606 GIFT SHOP 459420 763890 763890 544630 544630 5115427 1431663458 1384442485 684363 20483388 X 5271046 4743941 527105 474884003 427395603 47488400 11695637 10526073 1169564 61979678 55781710 6197968 33573104 30215794 3357310 32630184 29367166 3263018 1757250 1581525 175725 87153 78438 8715 164422 164422 134621 121159 13462 330735981 297662383 33073598 21459822 19313840 2145982 25918061 23326255 2591806 1139371 1025434 113937 1342091 1207882 134209 34131981 30718783 3413198 8658395 7792555 865840 SUPPLIES 181762987 163586689 18176298 QUALITY ASSURANCE FEE 42166664 37949998 4216666 UCI & UCLA AFFILIATION 29899996 26909996 2990000 DUES & SUBSCRIPTIONS 4007953 3607158 400795 12147481 8411868 3735613 1315547881 1181324250 134223631 0 319644850 299248907 74822723 106576742 245001036 282410455 17298024 21852203 13356445 21311463 1546374942 557492420 791983524 988882522 29623076 81872874 1216000 1216000 318825974 372049117 1811771652 2175420283 255943631 218360780 17738388 4310 305854143 488307474 85000000 0 124178541 306609955 788714703 1013282519 X 929604017 1055055581 93452932 107082183 1023056949 1162137764 1811771652 2175420283 X 116115577 3857262 19107976 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 164422 164422 0 PART II-B, LINE 1: DURING FISCAL YEAR END JUNE 30, 2024, CHILDREN'S HOSPITAL OF ORANGE COUNTY PAID DUES, A PORTION OF WHICH SUPPORTS LOBBYING PURPOSES TO VARIOUS HEALTHCARE ASSOCIATIONS: CALIFORNIA CHILDREN'S HOSPITAL ASSOCIATION $85,654 NATIONAL ASSOCIATION OF CHILDREN'S HOSPITAL $37,878 HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA $40,890 TOTAL $164,422 25298304 83979 214404 206218 25390469 23993433 1164199 140672 0 25298304 21692956 2464552 -164075 0 23993433 10693187 10980371 302967 283569 21692956 8994369 1698818 49755 49755 10693187 0.97300 0.02700 0.00000 0 1 1 44657164 44657164 736143236 269253528 466889708 57977811 15095673 42882138 356213567 271318516 84895051 351383164 1824703 349558461 988882522 PROVIDER RECEIVABLES 174804896 REC FROM RELATED PARTIES 27647690 OTHER RECEIVABLES 13001569 BENEFICIAL INTEREST IN ASSETS OF FOUNDATION 33030775 OPERATING LEASE RIGHT OF USE ASSETS 119473941 OTHER ASSETS 4090246 372049117 OTHER LIABILITIES 8795899 LT MALPRACTICE LIAB 8134578 PAYABLE TO RELATED PARTIES 1356009 OPERATING LEASE RIGHT OF USE 114099730 PROVIDER FEE PROGRAM 60832535 MEDICAL CLAIMS 4968702 DEFERRED GRANTS 92676344 PAYABLE TO THIRD-PARTY 15746158 306609955 X PART V, LINE 4: THE ENDOWMENT FUND IS USED TO SUPPORT HOSPITAL PROGRAMS ADDRESSING THE NEEDS OF THE UNDERSERVED, SOCIAL SERVICES TO PATIENTS AND FAMILIES IN NEED, AND RESEARCH AND TREATMENT OF CHILDREN'S DISEASES AND DISORDERS. PART X, LINE 2: U.S. GAAP REQUIRES THE ORGANIZATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 1 X 1 X 1 X 1 1 0 1 1 63275 63275 0.00000 557646350 447533492 110112858 0.08370 557709625 447533492 110176133 0.08370 14035031 989735 13045296 0.00990 18427454 3154498 15272956 0.01160 15218896 15218896 0.01160 47681381 4144233 43537148 0.03310 605391006 451677725 153713281 0.11680 1793723 338330 1455393 0.00110 1793723 338330 1455393 0.00110 1 52370802 193422 252269 -58847 X 1 1 1 1 CHILDREN'S HOSPITAL OF ORANGE COUNTY 1201 WEST LA VETA AVENUE ORANGE CA 92868 WWW.CHOC.ORG 060000011 X X X CHILDREN'S HOSPITAL OF ORANGE COUNTY 1 0 0 1 X X X X X X X X X 22 1 1 0 1 X SEE PART V, SECTION C X 1 22 1 SEE PART V, SECTION C 0 1 X 200.000000000000 400.000000000000 X X 1 1 X X X X 1 X HTTPS://WWW.CHOC.ORG/PATIENTS-FAMILY/FINANCIAL-RESOURCES/ X HTTPS://WWW.CHOC.ORG/PATIENTS-FAMILY/FINANCIAL-RESOURCES/ X HTTPS://WWW.CHOC.ORG/PATIENTS-FAMILY/FINANCIAL-RESOURCES/ X X X X X X 1 X 0 X 1 X 0 0 CHILDREN'S HOSPITAL OF ORANGE COUNTY PART V, SECTION B, LINE 5: CHOC AND ITS AFFILIATE, CHILDREN'S HOSPITAL AT MISSION (CCMH) CONDUCTED THE CHNA PROCESS INDEPENDENTLY IN THE FALL OF 2022, WITH INPUT AND DATA FROM NUMEROUS AUTHORITATIVE, PUBLICLY AVAILABLE SOURCES, A SURVEY OF COMMUNITY LEADERS FROM VARIOUS BUSINESSES, SOCIAL SERVICE, AND PUBLIC AGENCIES AND A SURVEY OF THE COMMUNITY-AT-LARGE. THE CHNA REPORT INCLUDES BOTH PRIMARY AND SECONDARY DATA ANALYSES THAT FOCUS ON THE HEALTH AND SOCIAL NEEDS OF THE POPULATION IN EACH CHOC HOSPITAL'S PRIMARY SERVICE AREA. CHILDREN'S HOSPITAL OF ORANGE COUNTY PART V, SECTION B, LINE 6A: CHOC AND CCMH TOGETHER CONDUCTED THE HEALTH NEEDS ASSESSMENTS.SCHEDULE H, PART V, LINES 7A & 10A.THE COMMUNITY HEALTH NEEDS ASSESSMENT THAT WAS PUBLISHED IN 2022 CAN BE FOUND AT THE FOLLOWING URL: HTTPS://WWW.CHOC.ORG/FILES/CHOC-CHNA-REPORT.PDF AND THE OVERVIEW AT: HTTPS://WWW.CHOC.ORG/FILES/CHOC-COMMUNITY-HEALTH-NEEDS-ASSESSMENT.PDF. THE MOST RECENT IMPLEMENTATION PLAN PUBLISHED IN DECEMBER 2022 CAN BE FOUND AT THE FOLLOWING URL: HTTPS://CHOC.ORG/WP-CONTENT/UPLOADS/2023/08/CHNA-IMPLEMENTATION-PLAN_2023.PDF CHILDREN'S HOSPITAL OF ORANGE COUNTY PART V, SECTION B, LINE 11: ADDRESSING HIGH PRIORITY COMMUNITY HEALTH NEEDSCHOC COORDINATES ITS RESPONSE TO ITS MOST RECENT CHNA WITH ITS AFFILIATE, CHOC CHILDREN'S HOSPITAL AT MISSION (CCMH). CHOC'S AND CCMH'S MOST RECENT CHNA IDENTIFIED TWO HIGH-PRIORITY HEALTH NEEDS:CHOC'S AND CCMH'S MOST RECENT CHNA IDENTIFIED TWO HIGH-PRIORITY HEALTH NEEDS: 1) MENTAL HEALTH: THERE HAS BEEN AN INCREASE IN DEPRESSIVE SYMPTOMS AMONG STUDENTS, INCREASE IN HOSPITALIZATIONS FOR MENTAL ILLNESS IN 2020, DESPITE THE OVERALL DECREASE IN HOSPITALIZATIONS DUE TO COVID-19 PUBLIC HEALTH EMERGENCY AND THERE HAS BEEN A NEED FOR PREVENTION, EARLY INTERVENTION, AND TREATMENT FOR SUBSTANCE USE AMONG YOUTH. 2) ACCESS TO PEDIATRIC HEALTHCARE SERVICES: THERE IS A NEED FOR IMPROVED ACCESS TO PEDIATRIC SERVICES (INCLUDING PEDIATRIC SPECIALISTS) FROM DIVERSE PROVIDERS WHO UNDERSTANDS THE COUNTY'S RACIAL, CULTURAL AND LINGUISTIC NEEDS OF CHILDREN AND FAMILIES AND THERE IS GEOGRAPHIC DISPARITY IN ACCESS TO PEDIATRIC HEALTH CARE.THE ORGANIZATION IS DEVELOPING ADDITIONAL STRATEGIC PLANS TO ADDRESS THESE HIGH PRIORITY NEEDS. SOME OF SPECIFIC INITIATIVES PREVIOUSLY IMPLEMENTED BY THE ORGANIZATION FOR THE HIGH-PRIORITY NEEDS ARE AS FOLLOWS:1) MENTAL HEALTH AND AUTISMCHOC CHILDREN'S, IN PARTNERSHIP WITH COMMITTED ORGANIZATIONS AND COMMUNITY GROUPS, ASPIRES TO CREATE AN OUTSTANDING MENTAL HEALTH SYSTEM OF CARE FOR ALL CHILDREN, TEENS AND YOUNG ADULTS IN ORANGE COUNTY. OUR GOAL IS TO PROVIDE A COMPREHENSIVE APPROACH TO PEDIATRIC MENTAL ILLNESS TO FULFILL THIS INITIATIVE, CHOC BUILT AN INPATIENT CHILDREN'S MENTAL HEALTH CENTER WHICH OPENED IN APRIL 2018. THE CENTER HAS 18 BEDS IN A SECURED AND HEALING ENVIRONMENT, IN ADDITION TO AN OUTDOOR AREA FOR RECREATION. THE CENTER PROVIDES A SAFE, NURTURING PLACE FOR CHILDREN AGES 3 TO 18, AND SPECIALTY PROGRAMMING FOR CHILDREN YOUNGER THAN 12. IN ADDITION, CHOC BUILT THE THOMPSON AUTISM CENTER WHICH OPENED IN JANUARY 2019. THE NEW CENTER IS DEDICATED TO BRINGING THE LATEST TREATMENTS AND RESOURCES TO THE AUTISM COMMUNITY IN ORANGE COUNTY. THROUGH UNIQUE PROGRAMS, CHILDREN HAVE A CENTRALIZED PLACE WHERE THEY CAN RECEIVE EARLY DIAGNOSIS, ADVANCED THERAPY AND THE POSSIBILITY TO REACH THEIR TRUE POTENTIAL. THE OPENING OF THE INPATIENT CENTER AND THE THOMPSON AUTISM CENTER AUGMENTS MENTAL HEALTH SERVICES ALREADY OFFERED BY CHOC. THOSE SERVICES INCLUDE CHOC'S OUTPATIENT EATING DISORDERS PROGRAM, OUTPATIENT PROGRAMS TO KEEP STRUGGLING CHILDREN OUT OF THE HOSPITAL AND ASSISTANCE TO THOSE WHO HAVE BEEN RELEASED, AND MENTAL HEALTH SERVICES FOR CHOC PATIENTS BEING TREATED FOR SERIOUS/CHRONIC ILLNESSES.2) SUBSTANCE ABUSECHOC IS INCREASING EDUCATION TO PROVIDE ADDITIONAL TREATMENT OPTIONS TO LOCAL PROVIDERS, INCLUDING INCREASED OUTREACH TO LOCAL SCHOOLS AND COMMUNITIES. CHOC'S EMERGENCY DEPARTMENT SCREENS CHILDREN 11 AND OLDER WHO PRESENT FOR AN EMERGENCY PSYCHIATRIC CONCERN TO DETERMINE LEVEL OF CONCERNING SUBSTANCE USE AND PROVIDE BRIEF ALCOHOL AND OTHER DRUG EDUCATION AS WELL AS REFERRALS FOR TREATMENT IF CONCERNING LEVELS ARE IDENTIFIED. THESE STRATEGIES WILL INDUCE PREVENTION AS WELL AS ALLOWING FOR EARLIER IDENTIFICATION OF SUBSTANCE USE IN CONJUNCTION WITH MENTAL HEALTH DISORDERS FOR EARLY LINKAGE TO SERVICES.3) ACCESS TO PEDIATRIC SPECIALTIES/SUBSPECIALTIESCHOC RECOGNIZES THE COMMUNITY NEED FOR ACCESS TO PEDIATRIC SPECIALISTS/SUBSPECIALISTS AND CONTINUES TO BUILD THE RESOURCES AVAILABLE THROUGHOUT THE COMMUNITIES SERVED BY CHOC. CHOC'S MEDICAL FOUNDATION WAS CREATED IN 2011, AND SINCE THAT TIME HAS CONTINUED TO GROW TO PROVIDE THE SPECIALTY SERVICES SOUGHT BY THE COMMUNITY AND INDICATED AS A HIGH PRIORITY IN THE MOST RECENTLY COMPLETED COMMUNITY NEEDS ASSESSMENT. THE SPECIALTY PHYSICIAN GROUPS THAT HAVE CONTRACTED WITH CHOC TO PROVIDE THE SERVICES HAS GROWN TO A TOTAL OF 298 PROVIDERS AND 84 ADVANCE PRACTICE PROVIDERS AND OFFERS EXPERTISE AND CARE IN OVER 30 PEDIATRIC MEDICAL SPECIALTIES.THE PRIMARY CARE NETWORK, PART OF CHOC'S MEDICAL FOUNDATION, WAS ESTABLISHED IN 2016 AND HAS GROWN TO 142 PEDIATRIC PROVIDERS ACROSS 12 PRACTICES THAT SPAN 24 LOCATIONS ACROSS ORANGE COUNTY AND SOUTHERN LA COUNTY, PROVIDING GENERAL PEDIATRICS AND ADOLESCENT MEDICINE. ADDITIONALLY, THE PRIMARY CARE NETWORK HAS AN URGENT CARE AND STAFF PEDIATRICIANS AT 7 ADDITIONAL URGENT CARE LOCATIONS ACROSS ORANGE AND LA COUNTIES.4) COLLABORATION AND PARTNERSHIPS WITH SCHOOL PROGRAMS COLLABORATION AND PARTNERSHIPS WITH SCHOOL PROGRAMS IS A WAY TO OVERCOME BARRIERS WHEN ADDRESSING OTHER CRITICAL ISSUES IDENTIFIED IN THE CHNA. CHOC WILL COLLABORATE WITH THE ORANGE COUNTY DEPARTMENT OF EDUCATION TO ENHANCE THE PHYSICAL, MENTAL, EMOTIONAL, AND EDUCATIONAL HEALTH OF THE CHILDREN IN ORANGE COUNTY. CHOC'S ASTHMA OUTREACH PROGRAM PROVIDES EDUCATION, DIAGNOSIS AND TREATMENT VIA THE BREATHMOBILE AND THROUGH THE LUNCH AND LEARN PROGRAM TO SCHOOL PERSONNEL AND TO CHILDREN WITH ASTHMA. THE BREATHMOBILE PROGRAM HAS AGREEMENTS WITH VARIOUS LOCATIONS THROUGHOUT THE COUNTY TO PROVIDE ACCESS TO CARE.5) BULLYING AND OTHER STRESSORS IN SCHOOLBULLYING AND OTHER STRESSORS IN SCHOOL CAN CAUSE CHRONIC ABSENTEEISM AND CAN EXACERBATE OTHER CRITICAL HEALTH ISSUES SUCH AS MENTAL HEALTH, OBESITY, AND HUNGER. TO REDUCE THESE STRESSORS, CHOC WILL IMPLEMENT UNIVERSAL SCREENING ACROSS ALL ORANGE COUNTY PRIMARY CARE PEDIATRIC OFFICES. CHOC HEALTH ALLIANCE, WITH OVERSIGHT OF 150,000 OF THE MOST VULNERABLE CHILDREN IN ORANGE COUNTY, WILL ALIGN ITS INCENTIVE PROGRAM WITH COMPLETION OF SCREENING TO HELP PRACTICES OPERATIONALIZE SCREENING COMPLETION. SCREENING WILL AID IN THE EARLY IDENTIFICATION AND REFERRAL OF AT-RISK YOUTH TO COMMUNITY, SOCIAL AND MENTAL/BEHAVIORAL HEALTH SERVICES AND WILL ULTIMATELY REDUCE SCHOOL ABSENTEEISM, IMPROVEMENT IN GRADE PROGRESSION, AND REDUCTION IN SUICIDE/VIOLENT EVENTS. 51 1 - ALLEVATO PEDIATRICS 431 S BATAVIA STREET SUITE 203 ORANGE CA 92866 CLINIC 2 - CHOC CLINIC - SPECIALTY CARE 1201 W LA VETA AVENUE ORANGE CA 92868 CLINIC 3 - CHOC CLINIC (SANTA ANA BOYS AND GIRLS CL 100 WEST HIGHLAND SANTA ANA CA 92703 CLINIC 4 - CHOC ENDOCRINE & DIABETES CENTER 520 SUPERIOR AVENUE SUITE 160 NEWPORT BEACH CA 92663 CLINIC 5 - CHOC HEALTH CENTER 26691 PLAZA SUIT 130 MISSION VIEJO CA 92691 CLINIC 6 - CHOC HEALTH CENTER CENTRUM 1120 WEST LA VETA AVENUE SUIT 125 ORANGE CA 92868 CLINIC 7 - CHOC HEALTH CENTER CORONA 854 MAGNOLIA SUITE 101 CORONA CA 92879 CLINIC 8 - CHOC HEALTH CENTER GARDEN GROVE 10602 CHAPMAN AVENUE SUITE 100 GARDEN GROVE CA 92840 CLINIC 9 - CHOC HEALTH CENTER HUNTINGTON BEACH 19582 BEACH BLVD SUITE 380 HUNTINGTON BEACH CA 92648 CLINIC 10 - CHOC HEALTH CENTER MISSION MEDICAL TOWE 26732 CROWN VALLEY PKWY STE 501 MISSION VIEJO CA 92691 CLINIC 11 - CHOC OUTPATIENT HEART CENTER 505 S MAIN STREET SUITE 600 ORANGE CA 92868 OP CLINIC 12 - CHOC OUTPATIENT REHABILITATION SERVICES 3745 W CHAPMAN AVE SUITE 200 ORANGE CA 92868 CLINIC 13 - CHOC PRIMARY CARE CLINIC 3745 W CHAPMAN AVE SUITE 100 ORANGE CA 92868 CLINIC 14 - CHOC SLEEP CENTER 530 S MAIN STREET SUITE 100 ORANGE CA 92868 CLINIC 15 - CHOC SPECIALISTS ALLERGY AND IMMUNOLOGY 725 WEST LA VETA SUITE 100 ORANGE CA 92868 PHYSICIAN OFFICE 16 - CHOC SPECIALISTS CARDIOLOGY 505 SOUTH MAIN STREET SUITE 600 ORANGE CA 92868 PHYSICIAN OFFICE 17 - CHOC SPECIALISTS NEUROSURGERY 505 SOUTH MAIN STREET SUITE 300 ORANGE CA 92868 CLINIC 18 - CHOC SPECIALISTS OPTHALMOLOGY 1120 W LA VETA SUITE 100 ORANGE CA 92868 PHYSICIAN OFFICE 19 - CHOC SPECIALISTS OTOLARYNGOLOGY 446 OLD NEWPORT BLVD NEWPORT BEACH CA 92663 PHYSICIAN OFFICE 20 - CHOC SPECIALISTS OTOLARYNGOLOGY 1010 WEST LA VETA SUITE 710 ORANGE CA 92868 PHYSICIAN OFFICE 21 - CHOC SPECIALISTS OTOLARYNGOLOGY 770 PACIFIC COAST HWY SEAL BEACH CA 90740 CLINIC 22 - CHOC SPECIALISTS OTOLARYNGOLOGY 250 E YALE LOOP SUITE 200 IRVINE CA 92604 CLINIC 23 - CHOC SPECIALISTS PEDIATRIC GENERAL AND T 505 SOUTH MAIN STREET SUITE 225 ORANGE CA 92868 PHYSICIAN OFFICE 24 - CHOC SPECIALISTS PHYSICIAN OFFICE 505 SOUTH MAIN STREET SUITE 1200 1250 ORANGE CA 92868 PHYSICIAN OFFICE 25 - CHOC SPECIALISTS PSYCHIATRY 1120 W LA VETA SUITE 830 ORANGE CA 92868 CLINIC 26 - CHOC SPECIALTY CENTER NEWPORT BEACH 500 SUPERIOR AVE SUITE 140 NEWPORT BEACH CA 92868 CLINIC 27 - CLINICA CHOC PARA NINOS 406 S MAIN ST SANTA ANA CA 92701 CLINIC 28 - EDINGER PEDIATRICS 9900 TALBERT AVE SUITE 201 FOUNTAIN VALLEY CA 92708 CLINIC 29 - FETAL CARE CENTER OF SOUTHERN CALIFORNIA 505 S MAIN STREET SUITE 650 ORANGE CA 92868 CLINIC 30 - LOS ALAMITOS PEDIATRICS 10861 CHERRY STREET SUITE 305 LOS ALAMITOS CA 90720 PHYSICIAN OFFICE 31 - ORANGE DOCTORS OF KIDS AND TEENS 1310 W STEWART DR SUITE 506 ORANGE CA 92868 CLINIC 32 - PEDIATRIC AND ADULT MEDICINE 18102 IRVINE BLVD SUITES 103 105 TUSTIN CA 92780 CLINIC 33 - POMONA PEDIATRICS 250 W BONITA AVENUE SUITE 200 POMONA CA 91767 CLINIC 34 - PREMIER PEDIATRICS 15825 LAGUNA CANYON RD SUITE 102 IRVINE CA 92618 PHYSICIAN OFFICE 35 - SEAVIEW PEDIATRICS - ALISO VIEJO 2 JOURNEY SUITE 100 ALISO VIEJO CA 92656 CLINIC 36 - SEAVIEW PEDIATRICS - IRVINE 15785 LAGUNA CANYON ROAD SUITE 120 IRVINE CA 92618 CLINIC 37 - SEAVIEW PEDIATRICS - LAGUNA HILLS 23521 PASEO DE VALENCIA SUITE 200 LAGUNA HILLS CA 92653 CLINIC 38 - SEAVIEW PEDIATRICS - SAN CLEMENTE 1031 AVENIDA PICO SUITE 106 SAN CLEMENTE CA 92673 CLINIC 39 - SOCPA - LADERA RANCH 777 CORPORATE DRIVE SUITE 250 LADERA RANCH CA CA 92694 CLINIC 40 - SOCPA - LAKE FOREST 23321 EL TORO ROAD SUITES F G LAKE FOREST CA 92630 CLINIC 41 - SOCPA - RSM 30212 TOMAS SUITE 220 RANCHO SANTA MARGARI CA 92688 CLINIC 42 - SOCPA - SAN CLEMENTE 1300 AVENIDA VISTA HERMOSA SUITE 200 SAN CLEMENTE CA 92673 CLINIC 43 - TOTAL PEDIATRICS OF ORANGE COUNTY 1640 NEWPORT BLVD SUITE 360 COSTA MESA CA 92627 PHYSICIAN OFFICE 44 - CHOC SPECIALISTS PHYSICIAN OFFICE 505 SOUTH MAIN STREET SUITE 1125 ORANGE CA 92868 PHYSICIAN OFFICE 45 - CHOC NEUROSCIENCE INSTITUTE OP CENTER 505 SOUTH MAIN STREET SUITE 350 ORANGE CA 92868 CLINIC 46 - CHOC PEDIATRIC PSYCHOLOGY 1120 WEST LA VETA AVENUE SUITE 470 ORANGE CA 92868 PHYSICIAN OFFICE 47 - CHOC UROLOGY CENTER 505 S MAIN STREET SUITE 100 ORANGE CA 92868 CLINIC 48 - COMMERCE URGENT CARE 505 S MAIN STREET ORANGE CA 92868 CLINIC 49 - OSO PEDIATRICS 24502 PACIFIC PARK DRIVE ALISO VIEJO CA 92656 CLINIC 50 - SOCPA - IRVINE 114 PACIFICA SUITE 260 IRVINE CA 92618 CLINIC 51 - CAC JAMBOREE CMG 19200 JAMBOREE RD SUITE 2000 IRVINE CA 92612 CLINIC PART I, LINE 6A: THE ORGANIZATION'S COMMUNITY BENEFIT REPORT IS CONTAINED IN A REPORT PREPARED BY CHOC AND CCMH ANNUALLY AND IS FILED IN ACCORDANCE WITH CALIFORNIA SB697. PART I, LINE 7: THE ORGANIZATION USES THE COST-TO-CHARGE RATIO METHODOLOGY TO DETERMINE THE COST OF CHARITY CARE AND UNREIMBURSED COST OF CARE PROVIDED TO MEDI-CAL PATIENTS. COSTS ARE ACCOUNTED FOR USING AN INTERNAL DECISION SUPPORT SYSTEM. THE COST-TO-CHARGE RATIO FOLLOWS THE METHOD DEFINED BY THE MEDICARE COST REPORT AND IS UPDATED MONTHLY USING THE MOST RECENT ORGANIZATIONAL INFORMATION.SCHEDULE H: PROVIDER FEE PROGRAMTHE STATE OF CALIFORNIA HAS A PROVIDER FEE PROGRAM THAT, COMBINED WITH FEDERAL MATCHING FUNDS, HAS PROVIDED SUPPLEMENTAL MEDI-CAL PAYMENTS TO HOSPITALS IN THE STATE.CHOC RECOGNIZED REVENUES FOR THE FEE-FOR-SERVICE AND MANAGED CARE PORTIONS OF THE FOLLOWING PROGRAMS:1) QAF 6 - 24-MONTH PROGRAM ENDED DECEMBER 31, 2021- $6,413,0002) QAF 7 - 12-MONTH PROGRAM ENDED DECEMBER 31, 2022 - $5,396,0003) QAF 8 - 12-MONTH PROGRAM ENDED DECEMBER 31, 2023 - $173,299,000CHOC RECOGNIZED TOTAL PROVIDER FEES AND OTHER EXPENSES OF $42,167,000. THE AMOUNTS WERE RECOGNIZED AS NET PATIENT REVENUE AND OPERATING EXPENSES, RESPECTIVELY, IN THE FISCAL YEAR ENDED JUNE 30, 2024. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY SUPPORT IS BEST EXEMPLIFIED BY THE ORGANIZATION'S INCREASED EMPHASIS ON COMMUNITY OUTREACH AND COMMUNITY EDUCATION, WHICH INCLUDES INJURY PREVENTION, SAFETY AND WELLNESS. THE ORGANIZATION HAS 84 DIFFERENT COMMUNITY BENEFIT PROGRAMS CATEGORIZED ACCORDING TO THE CALIFORNIA COMMUNITY BENEFITS LAW, SB697. WITHIN THESE CATEGORIES, THE CATEGORY WHICH MOST CLOSELY CORRELATES TO LINE 3, COMMUNITY SUPPORT, IS HEALTHCARE ACCESS. THROUGH HEALTHCARE ACCESS, THE ORGANIZATION INCREASES ACCESS TO QUALITY PEDIATRIC HEALTHCARE RESOURCES AND INFORMATION TO FAMILIES, ESPECIALLY LOW-INCOME AND MEDICALLY UNDERSERVED, THROUGHOUT ORANGE COUNTY. THIS IS ACCOMPLISHED THROUGH COMMUNITY OUTREACH CLINICS AND EDUCATION. COMMUNITY BENEFIT REPORT HIGHLIGHTS:CHOC IS EXCLUSIVELY COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF CHILDREN THROUGH CLINICAL EXPERTISE, ADVOCACY, OUTREACH, EDUCATION AND RESEARCH. AFFILIATED WITH THE UNIVERSITY OF CALIFORNIA, IRVINE, CHOC'S HEALTHCARE SYSTEM INCLUDES TWO STATE-OF-THE-ART PEDIATRIC HOSPITALS IN ORANGE AND MISSION VIEJO, TWO TRAUMA CENTERS, MANY PRIMARY AND SPECIALTY CARE OUTPATIENT CLINICS, A MENTAL HEALTH INPATIENT CENTER, AND FOUR CLINICAL CENTERS OF EXCELLENCE - CHOC HEART, NEUROSCIENCE, ORTHOPAEDIC AND HYUNDAI CANCER INSTITUTES.THE CHOC INSTITUTES PROVIDE COMPREHENSIVE MULTIDISCIPLINARY CARE FOR SOME OF THE MOST SERIOUS PEDIATRIC AND ADOLESCENT ILLNESSES AND INJURIES. PATIENTS BENEFIT FROM INNOVATIVE AND SPECIALIZED PROGRAMS, SUCH AS THE ADOLESCENT AND YOUNG ADULT CANCER TREATMENT PROGRAM. ONE OF THE ONLY PROGRAMS OF ITS KIND IN THE NATION, IT OFFERS CANCER-SPECIFIC TREATMENT WHILE ALSO ADDRESSING THE UNIQUE PSYCHO-SOCIAL NEEDS OF TEENS AND YOUNG ADULTS.OFFERING ACCESS TO CUTTING-EDGE CLINICAL TRIALS THAT CAN'T BE FOUND ANYWHERE ELSE, CHOC'S RESEARCH INSTITUTE HAS MORE THAN 350 RESEARCH STUDIES IN MORE THAN 30 SPECIALTIES. SCIENTISTS TRANSLATE THE LATEST ADVANCES IN MOLECULAR PROFILING, INCLUDING WHOLE GENOME SEQUENCING, TO MEET THE INDIVIDUALIZED NEEDS OF PATIENTS AT EVERY STAGE OF THEIR YOUNG LIVES, FROM INFANCY THROUGH ADOLESCENCE.DEDICATED TO ENSURING CHILDREN HAVE ACCESS TO THE RIGHT CARE AT THE RIGHT TIME AND PLACE, CHOC'S DIVISION OF POPULATION HEALTH PARTNERS WITH PRIMARY AND SPECIALTY CARE PEDIATRICIANS TO HELP THEM BETTER COORDINATE CARE FOR PATIENTS AND TO IMPROVE OUTCOMES. NEW TOOLS, INCLUDING EVIDENCE-BASED GUIDELINES AND DISEASE-SPECIFIC PATIENT REGISTRIES, AND ENHANCED TECHNOLOGY REDUCE VARIATIONS IN CARE, IMPROVING QUALITY. AN ADVOCATE FOR CHILDREN AND FAMILIES, CHOC IS ADDRESSING THE LACK OF PEDIATRIC MENTAL HEALTH SERVICES IN THE REGION WITH THE CREATION OF A COMPREHENSIVE MODEL OF CARE. THE MENTAL HEALTH INPATIENT CENTER, PROVIDING A SAFE, NURTURING ENVIRONMENT FOR CHILDREN AGES 3 TO 18 AND SPECIALTY PROGRAMMING FOR CHILDREN YOUNGER THAN 12, OPENED IN 2018. IN ADDITION TO INPATIENT SERVICES, CHOC OFFERS OUTPATIENT BEHAVIORAL SERVICES AND LEADS A COUNTY-WIDE TASK FORCE FOCUSED ON ENSURING EVERY CHILD AND ADULT IN ORANGE COUNTY WHO NEED MENTAL HEALTH TREATMENT RECEIVE HIGH QUALITY SERVICES WITHOUT STIGMA OR BARRIERS TO ACCESS. CHOC'S MENTAL HEALTH SYSTEM OF CARE STRIVES TO BE A NATIONAL MODEL, BENEFITTING CHILDREN ACROSS THE UNITED STATES.THE THOMPSON AUTISM CENTER AT CHOC OPENED IN EARLY 2020, EXPANDING THE REGION'S CAPACITY TO SERVE THE INCREASING NUMBER OF CHILDREN WITH AUTISM SPECTRUM DISORDER (ASD) AND RELATED NEURODEVELOPMENTAL CONDITIONS.SEE OUR COMMUNITY BENEFIT REPORTS ON OUR WEBSITE AT HTTPS://CHOC.ORG/FILES/COMMUNITYBENEFITPLANFY2024CHOC.PDF PART III, LINE 2: THE ORGANIZATION CHARGES BAD DEBT FOR (A) THE WRITE-OFF OF PATIENT ACCOUNTS WHERE FAMILIES DID NOT COOPERATE WITH CHOC IN THE COMPLETION OF MEDI-CAL OR CHARITY CARE APPLICATIONS AND WHERE INSUFFICIENT INFORMATION COULD BE OBTAINED REGARDING THE FINANCIAL STATUS OF THE FAMILY, AND (B)A PROVISION FOR OUTSTANDING ACCOUNTS RECEIVABLE FROM SELF-PAY (INCLUDING PENDING MEDI-CAL AND PENDING CHARITY) ACCOUNTS. THE ORGANIZATION APPLIES ITS CHARITY CARE POLICY TO DETERMINE ELIGIBILITY BASED ON FAMILIES' SATISFYING THE APPLICATION REQUIREMENTS AND THE ORGANIZATION'S ELIGIBILITY CRITERIA. THE ORGANIZATION DOES, HOWEVER, HAVE FAMILIES WHO FAIL TO COMPLETE THE REQUIRED PAPERWORK DESPITE THE ORGANIZATION'S EFFORTS TO EDUCATE ALL FAMILIES OF THE CHARITY CARE OPTIONS. IN THESE CASES, AN ASSESSMENT OF CHARITY CARE ELIGIBILITY IS MADE BASED ON KNOWN INFORMATION. PART III, LINE 3: THE HOSPITAL FOLLOWS HFMA STATEMENT 15 AND THEREFORE NO PART OF BAD DEBT, AS DEFINED BY STATEMENT 15, REPRESENTS AMOUNTS ATTRIBUTABLE TO PATIENTS ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE. PART III, LINE 4: PATIENT ACCOUNTS RECEIVABLE ARE RECORDED AT THE INVOICED AMOUNT, NET OF ANY EXPECTED CONTRACTUAL ADJUSTMENTS AND DO NOT BEAR INTEREST. THE ORGANIZATION HAS AGREEMENTS WITH THIRD-PARTY PAYORS THAT PROVIDE FOR PAYMENTS AT AMOUNTS DIFFERENT FROM THE ESTABLISHED RATES. PAYMENT ARRANGEMENTS INCLUDE PROSPECTIVELY DETERMINED RATES PER DISCHARGE, REIMBURSED COSTS, DISCOUNTED CHARGES, AND PER DIEM PAYMENTS. PATIENT SERVICES REVENUES ARE REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYORS, AND OTHERS FOR SERVICES RENDERED. CONTRACTUAL ADJUSTMENTS ARISING UNDER REIMBURSEMENT ARRANGEMENTS WITH THIRD-PARTY PAYORS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ARE ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. IMPLICIT PRICE CONCESSIONS ARE TAKEN BASED ON HISTORICAL COLLECTION EXPERIENCE AND REFLECT THE ESTIMATED AMOUNTS THE ORGANIZATION EXPECTS TO COLLECT.AUDITED FINANCIAL STATEMENT FOOTNOTE: PATIENT ACCOUNTS RECEIVABLE ARE RECORDED AT THE INVOICED AMOUNT, NET OF ANY EXPECTED CONTRACTUAL ADJUSTMENTS AND DO NOT BEAR INTEREST. THE ORGANIZATION HAS AGREEMENTS WITH THIRD-PARTY PAYORS THAT PROVIDE FOR PAYMENTS AT AMOUNTS DIFFERENT FROM THE ESTABLISHED RATES. PAYMENT ARRANGEMENTS INCLUDE PROSPECTIVELY DETERMINED RATES PER DISCHARGE, REIMBURSED COSTS, DISCOUNTED CHARGES, AND PER DIEM PAYMENTS. PATIENT SERVICES REVENUES ARE REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYORS, AND OTHERS FOR SERVICES RENDERED. CONTRACTUAL ADJUSTMENTS ARISING UNDER REIMBURSEMENT ARRANGEMENTS WITH THIRD-PARTY PAYORS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ARE ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. IMPLICIT PRICE CONCESSIONS ARE TAKEN BASED ON HISTORICAL COLLECTION EXPERIENCE AND REFLECT THE ESTIMATED AMOUNTS THE ORGANIZATION EXPECTS TO COLLECT. PART III, LINE 8: THE ALLOWABLE COST IS BASED ON A COST TO CHARGE RATIO OF .168 AS DETERMINED BY THE ORGANIZATION'S FILED MEDICARE COST REPORT. SHORTFALLS ARE CONSIDERED A COMMUNITY BENEFIT BECAUSE THE DOLLAR VALUE OF BENEFITS PROVIDED BY LEGISLATIVE CATEGORY LINK TO THE DOLLARS IDENTIFIED BY COMMUNITY NEEDS. CHOC REPORTS UNPAID COSTS OF PUBLIC PROGRAMS AS GOVERNMENT PAYOR SHORTFALLS. THE PRINCIPAL MEASURE FOR MONITORING COMMUNITY BENEFIT SERVICES IS THE DOLLAR VALUE OF BENEFITS RETURNED TO THE COMMUNITY PER DOLLAR OF TAX EXEMPTION VALUE RECEIVED. PART III, LINE 9B: 1. IF A PATIENT QUALIFIES FOR ASSISTANCE UNDER THE FINANCIAL ASSISTANCE PROGRAM (FAP) AND IS MAKING EVERY EFFORT TO SETTLE AN OUTSTANDING BILL WITHIN A REASONABLE TIME PERIOD, CHOC OR ITS AGENT WILL NOT SEND, NOR INTIMATE THAT IT WILL SEND, THE UNPAID ACCOUNT TO AN OUTSIDE AGENCY IF DOING SO MAY NEGATIVELY IMPACT A PATIENT'S CREDIT. IF CHOC IS FORCED TO SEND THE ACCOUNT TO AN OUTSIDE COLLECTION AGENCY, THE AMOUNT REFERRED TO THE AGENCY WILL REFLECT THE REDUCED PAYMENT LEVEL FOR WHICH THE PATIENT WAS ELIGIBLE UNDER THE FAP. AT NO TIME WILL A PATIENT ACCOUNT BE REFERRED TO AN OUTSIDE COLLECTION AGENCY IF THE ACCOUNT IS LESS THAN 150 DAYS FROM ORIGINAL BILLING.2. IN DEALING WITH IDENTIFIED UNINSURED PATIENTS AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL, CHOC WILL NOT USE WAGE GARNISHMENTS OR LIENS ON PATIENT'S OR PATIENT FAMILY'S PRIMARY RESIDENCE AS A MEANS OF COLLECTING UNPAID CHOC BILLS. THIS REQUIREMENT DOES NOT PRECLUDE CHOC FROM PURSUING REIMBURSEMENT FROM THIRD PARTY LIABILITY SETTLEMENTS. PART VI, LINE 2: IN ADDITION TO THE TRI-ANNUAL COMMUNITY HEALTH NEEDS ASSESSMENT, CHOC REGULARLY TRACKS KEY DEMOGRAPHIC CHANGES IN THE PEDIATRIC POPULATION OF ITS COMMUNITY AND THE UTILIZATION OF KEY SERVICES DELIVERED AND EVALUATES THE PROGRAMS IT PROVIDES TO MEET IDENTIFIED NEEDS. THROUGH CONSTANT CONTACT WITH A VARIETY OF COMMUNITY CONSTITUENTS, CHOC IS ABLE TO LEARN ABOUT EMERGING TRENDS AND NEEDS. IT THEN EVALUATES OPTIONS TO MEET THOSE NEEDS, EITHER ALONE OR IN COLLABORATION WITH OTHERS IN THE COMMUNITY.ALL OF THE PROGRAMS ASSOCIATED WITH THE COMMUNITY HEALTH NEEDS ASSESSMENT ARE AVAILABLE IN THE REPORT ON THE HOSPITAL'S WEBSITE AT HTTPS://CHOC.ORG/FILES/CHOC-COMMUNITY-HEALTH-NEEDS-ASSESSMENT.PDF AND HTTPS://CHOC.ORG/WP-CONTENT/UPLOADS/2023/08/CHNA-IMPLEMENTATION-PLAN_2023.PDF AS WELL AS A PAPER COPY THAT IS AVAILABLE UPON REQUEST FOR PUBLIC INSPECTION. PART VI, LINE 3: PATIENTS ARE INFORMED OF THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS AND UNDER THE HOSPITAL'S CHARITY CARE POLICY IN OUR FINANCIAL ASSISTANCE AND DISCOUNT PROGRAM POLICY. THIS INFORMATION, EITHER IN FULL OR IN SUMMARY, IS POSTED IN ALL OF THE HIGH TRAFFIC PATIENT AREAS: ADMITTING, EMERGENCY ROOM, CLINIC AND THE BUSINESS OFFICE. THE PATIENTS ARE ALSO INFORMED IF THERE IS A FINANCIAL NEED IDENTIFIED BY THE HOSPITAL FINANCIAL COUNSELORS WHEN SPEAKING TO THE FAMILIES ABOUT THEIR INSURANCE OR LACK OF INSURANCE. PATIENTS ARE PROVIDED A COPY OF THE HOSPITAL'S PATIENT FINANCIAL ASSISTANCE AND DISCOUNT PAYMENT PROGRAM POLICY. FAMILIES ARE ALSO NOTIFIED ON EVERY PATIENT STATEMENT THAT IF THERE IS A FINANCIAL NEED, THEY SHOULD CALL THE DESIGNATED PHONE NUMBER FOR MORE INFORMATION AND ASSISTANCE.FINANCIAL ASSISTANCE COMMUNICATION - AS PART OF THE HOSPITAL'S ONGOING PUBLIC AWARENESS CAMPAIGNS, THE MISSION STATEMENTS (INCLUDING THE FINANCIAL ASSISTANCE POLICY) ARE INCLUDED WHEREVER POSSIBLE ON PROGRAM BROCHURES, FACILITY BROCHURES, MEDICAL EDUCATION INFORMATION, COMMUNITY EDUCATION MATERIALS, CONFERENCE INVITATIONS AND ADMISSION MATERIALS. ADDITIONALLY, THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS EMPHASIZED IN PUBLIC RELATIONS AND MEDIA RELATIONS EFFORTS, FOUNDATION CAMPAIGNS, AND SELECTED MARKETING CAMPAIGNS. THE FINANCIAL ASSISTANCE POLICY IS ALSO INCLUDED AS PART OF THE ANNUAL COMMUNITY BENEFIT REPORT. THE FINANCIAL ASSISTANCE POLICY IS AVAILABLE IN ENGLISH AND SPANISH. PART VI, LINE 4: COMMUNITY INFORMATION - THE HOSPITAL SERVES ALL OF ORANGE COUNTY AND A LIMITED, ALTHOUGH SIGNIFICANT, NUMBER OF PATIENTS FROM THE WESTERN RIM OF RIVERSIDE AND SAN BERNARDINO COUNTIES, THE NORTHERN PORTION OF SAN DIEGO COUNTY AND SOUTHEAST AREAS OF LOS ANGELES COUNTY. THE PRIMARY SERVICE AREA IS ORANGE COUNTY AND IS THE SOURCE OF APPROXIMATELY 75% OF ITS PATIENTS. SIGNIFICANT CITIES IN THIS AREA ARE: SANTA ANA, ANAHEIM, FULLERTON, ORANGE, AND GARDEN GROVE. THE SECONDARY SERVICE AREA INCLUDES ALL THE OTHER ORANGE COUNTY CITIES AND UNINCORPORATED AREAS. THE COMMUNITY SERVED BY THE HOSPITAL INCLUDES FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREAS AND POPULATIONS.COMMUNITY CHARACTERISTICSCOMMUNITY CHARACTERISTICS: POPULATION AND SOCIOECONOMIC DATA PROJECTIONS HAVE BEEN COLLECTED FROM A VARIETY OF LOCAL COUNTY AND STATE SOURCES REPRESENTING COMMUNITY DEMOGRAPHIC, SOCIAL AND ECONOMIC FACTORS, HEALTH ACCESS AND UTILIZATION, AND RESOURCES AVAILABLE IN THE COMMUNITY FOR THE 2022-2024 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT, THE MOST RECENTLY AVAILABLE. ORANGE COUNTY'S POPULATION IS OVER 3 MILLION MAKING IT THE THIRD MOST POPULOUS COUNTY IN CALIFORNIA. THE MEDIAN AGE IS 38.1, AND CHILDREN UP TO 19 YEARS OF AGE MAKE UP 24% OF THE TOTAL POPULATION. IN THE CHOC SERVICE AREA. 17.1% OF CHILDREN UNDER THE AGE OF 18 LIVE IN POVERTY. IN ORANGE COUNTY, BIPOC (BLACK, INDIGENOUS, PEOPLE OF COLOR) CHILDREN REPRESENT 44% OF THE POPULATION UNDER AGE 18. PART VI, LINE 5: CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC) IS THE NOT-FOR-PROFIT, TAX-EXEMPT PARENT CORPORATION OF CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC CHILDREN'S) AND CHOC CHILDREN'S AT MISSION HOSPITAL (CCMH). THE HOSPITALS ARE THE PRINCIPAL TERTIARY AND QUATERNARY PEDIATRIC HOSPITALS SERVING ORANGE COUNTY AND ARE THE ONLY HOSPITALS EXCLUSIVELY SERVING INFANTS, CHILDREN AND ADOLESCENTS. THE ORGANIZATION IS COMPRISED OF TWO HOSPITALS; A NUMBER OF PRIMARY AND SPECIALTY CLINICS THROUGHOUT ORANGE AND RIVERSIDE COUNTIES, PROGRAMS AND SERVICES; AND FOUR CENTERS OF EXCELLENCE, THE CHOC HEART, NEUROSCIENCE, HYUNDAI CANCER INSTITUTE AND ORTHOPAEDIC INSTITUTES. CHOC ALSO HAS A RESEARCH INSTITUTE PERFORMING BASIC SCIENCE AND CLINICAL RESEARCH. THROUGH ITS JOINT RESIDENCY PROGRAM WITH UC IRVINE, THE ORGANIZATION ALSO TRAINS TOMORROW'S PHYSICIANS. THE COMMUNITY BENEFIT PLAN FOR THE FISCAL YEAR ENDING JUNE 30, 2024, DESCRIBES THE BENEFIT PLANNING PROCESS, THE BENEFITS PROVIDED, AND THE ECONOMIC VALUE OF THE BENEFITS. COMMUNITY BENEFITS ARE FREE OR SUBSIDIZED PROGRAMS AND SERVICES PROVIDED TO MEET IDENTIFIED COMMUNITY NEEDS AND TO SERVE THE PUBLIC INTEREST. THE ORGANIZATION'S COMMUNITY BENEFIT PLAN IS AVAILABLE ONLINE AT: HTTPS://WWW.CHOC.ORG/FILES/COMMUNITYBENEFITPLANFY2024CHOC.PDF THE MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPOSED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF.CLINICAL PRIVILEGES ARE GRANTED TO ALL QUALIFIED PHYSICIANS AS MEMBERS OF THE MEDICAL STAFF. MEDICAL STAFF MEMBERS PROVIDE PATIENT CARE AND HAVE ACCESS TO HOSPITAL RESOURCES (INCLUDING EQUIPMENT, FACILITIES AND PERSONNEL) WHICH ARE NECESSARY TO EFFECTIVELY EXERCISE THEIR PRIVILEGES.PHYSICIANS ARE QUALIFIED TO BE MEMBERS OF THE MEDICAL STAFF IF THEY MEET THE FOLLOWING CRITERIA:ONLY PRACTICING PHYSICIANS, DENTISTS, PSYCHOLOGISTS OR PODIATRISTS SHALL BE DEEMED TO POSSESS BASIC QUALIFICATIONS FOR MEMBERSHIP ON THE MEDICAL STAFF, EXCEPT FOR THE HONORARY AND RETIRED STAFF CATEGORIES IN WHICH CASE THESE CRITERIA SHALL ONLY APPLY AS DEEMED INDIVIDUALLY APPLICABLE BY THE MEDICAL STAFF, AND WHO:(A) DOCUMENT THEIR (1) CURRENT LICENSURE, (2) ADEQUATE EXPERIENCE, EDUCATION, AND TRAINING, (3) CURRENT PROFESSIONAL COMPETENCE, (4) GOOD JUDGMENT, AND (5) CURRENT ADEQUATE PHYSICAL AND MENTAL HEALTH STATUS, SO AS TO DEMONSTRATE TO THE SATISFACTION OF THE MEDICAL STAFF THAT THEY ARE PROFESSIONALLY AND ETHICALLY COMPETENT AND THAT PATIENTS TREATED BY THEM CAN REASONABLY EXPECT TO RECEIVE QUALITY MEDICAL CARE.(B) ARE DETERMINED (1) TO ADHERE TO THE ETHICS OF THEIR RESPECTIVE PROFESSIONS, (2) TO BE ABLE TO WORK COOPERATIVELY WITH OTHERS SO AS NOT TO ADVERSELY AFFECT PATIENT CARE, (3) TO KEEP AS CONFIDENTIAL, AS REQUIRED BY LAW, ALL INFORMATION OR RECORDS RECEIVED IN THE PHYSICIAN-PATIENT RELATIONSHIP, AND (4) TO BE WILLING TO PARTICIPATE IN AND PROPERLY DISCHARGE THOSE RESPONSIBILITIES DETERMINED BY THE MEDICAL STAFF AND BE BOUND BY THE MEDICAL STAFF BYLAWS, RULES AND REGULATIONS, AND POLICIES.(C) WHO MAINTAIN IN FORCE PROFESSIONAL LIABILITY INSURANCE IN NOT LESS THAN THE MINIMUM AMOUNTS JOINTLY DETERMINED BY THE BOARD OF DIRECTORS AND THE MEDICAL EXECUTIVE COMMITTEE, BUT IN NO EVENT LESS THAN $1.0 MILLION PER INCIDENT AND $3.0 MILLION IN THE AGGREGATE IN A POLICY YEAR; PROVIDED, HOWEVER, THAT IN THE EVENT THAT (AND FOR SO LONG AS) SUCH INSURANCE IS NOT AVAILABLE ON COMMERCIALLY REASONABLE TERMS TO PHYSICIANS PRACTICING IN A PARTICULAR SPECIALTY OR SUB-SPECIALTY AREA OF MEDICAL PRACTICE, THE FOREGOING REQUIREMENTS MAY BE MODIFIED OR WAIVED WITH RESPECT TO ALL PHYSICIANS PRACTICING IN SUCH SPECIALTY OR SUB-SPECIALTY AREA, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS UPON REQUEST OF THE MEDICAL EXECUTIVE COMMITTEE. ADMINISTRATIVE STAFF AND MEMBERS ON A LEAVE OF ABSENCE DO NOT NEED TO SHOW EVIDENCE OF INSURANCE.THE ORGANIZATION APPLIES ITS SURPLUS FUNDS TO IMPLEMENT IMPROVEMENTS IN PATIENT CARE, MEDICAL EDUCATION, RESEARCH AND IN CONSTRUCTION PROJECTS RELATED TO THE ENTERPRISE MASTER PLAN (EMP), WHICH INCLUDES CONSTRUCTION OF A NEW AMBULATORY CARE TOWER AND THE BUILD-OUT OF PREVIOUSLY SHELLED FLOORS OF THE PRIMARY HOSPITAL BUILDING. IN RECENT YEARS THE ORGANIZATION HAS CONSTRUCTED AN ALL-PRIVATE ROOM NEONATAL INTENSIVE CARE UNIT, AN AUTISM CENTER, EXPANDED SPECIALTY CLINIC SERVICES, ADDED PRIMARY CARE SERVICES, AND GREATLY EXPANDED BOTH INPATIENT AND OUTPATIENT MENTAL HEALTH SERVICES. IN THE PAST, THE ORGANIZATION COMPLETED THE CONSTRUCTION OF A STATE-OF-THE-ART $552 MILLION HOSPITAL TOWER ON ITS MAIN CAMPUS IN THE CITY OF ORANGE. CONSTRUCTION OF THE 7 STORY BUILDING STARTED IN 2009 AND OPENED ITS DOORS TO PATIENTS IN 2013. THE NEW TOWER INCLUDES INPATIENT AND OUTPATIENT CARE FOR CHILDREN, WITH EMERGENCY DEPARTMENT, OPERATING ROOMS, A MEDICAL LABORATORY, PATHOLOGY DEPARTMENT AND IMAGING AND RADIOLOGY SERVICES. THE EMERGENCY DEPARTMENT BECAME A DESIGNATED TRAUMA UNIT IN OCTOBER 2014. THERE IS ALSO A LARGE CONFERENCE AREA TO ACCOMMODATE AND SUPPORT SOME OF THE ORGANIZATION'S TEACHING ACTIVITIES. THE CHOC ENDOWMENT FUNDS ARE IN PART USED TO FUND MEDICAL RESEARCH, CLINICAL PROGRAMS AND SERVICES, AND TO RECRUIT AND RETAIN DOCTORS WHO ARE THE BEST IN THEIR FIELDS. PART VI, LINE 6: FOR OVER 50 YEARS, CHOC CHILDREN'S HAS BEEN STEADFASTLY COMMITTED TO PROVIDING THE HIGHEST QUALITY MEDICAL CARE TO CHILDREN. AFFILIATED WITH THE UNIVERSITY OF CALIFORNIA, IRVINE, OUR REGIONAL PEDIATRIC HEALTHCARE NETWORK INCLUDES A STATE-OF-THE ART 334 BED HOSPITAL IN THE CITY OF ORANGE AND A HOSPITAL-WITHIN-A-HOSPITAL IN MISSION VIEJO. CHOC ALSO OFFERS MANY PRIMARY AND SPECIALTY CARE CLINICS, MORE THAN 89 ADDITIONAL PROGRAMS AND SERVICES, A PEDIATRIC RESIDENCY PROGRAM, AND FOUR CENTERS OF EXCELLENCE - THE CHOC CHILDREN'S HEART, NEUROSCIENCE, ORTHOPAEDIC, AND HYUNDAI CANCER INSTITUTES. THE ECONOMIC VALUE OF THE 84 BENEFIT SERVICES PROVIDED BY CHOC ORANGE IN FISCAL YEAR 2024 WAS $155.2 MILLION. OF THESE DOLLARS, 73.1% ($113.5 MILLION) SERVED ECONOMICALLY DISADVANTAGED INDIVIDUALS. THE ECONOMIC VALUE OF SAVINGS FROM NOT-FOR-PROFIT STATUS IS $40.2 MILLION. THUS, IN FISCAL YEAR 2024, THE HOSPITAL RETURNED $3.86 IN COMMUNITY BENEFITS FOR EACH $1.00 SAVED FROM TAX- EXEMPT STATUS. IN ADDITION TO THE $155.2 MILLION IN BENEFITS PROVIDED BY THE HOSPITAL REFERENCED ABOVE, BOARD MEMBERS, PHYSICIANS, ASSOCIATES AND VOLUNTEERS CONTRIBUTED APPROXIMATELY 61,629 HOURS OF VOLUNTEER SERVICE TO THE COMMUNITY. A SUMMARY OF BENEFIT SERVICES AND VOLUNTEER HOURS BY COMMUNITY FOCUS AREA IS SUMMARIZED ON THE FOLLOWING PAGE. THIS SUMMARY SHOWS PERCENTAGES OF TOTAL BENEFIT DOLLARS AND DOLLARS FOR ECONOMICALLY DISADVANTAGED, AND THE PERCENTAGE OF SERVICES THAT ARE COLLABORATIVE. PART VI, LINE 7, REPORTS FILED WITH STATES CA X X X X 0 1 0 0 0 0 0 0 0 KIMBERLY CRIPE PRESIDENT & CEO 0 1194041 0 534395 0 291775 0 20477 0 34185 0 2074873 0 62896 KERRI RUPPERT SCHILLER EVP/CFO/ASST SECRETARY 0 679655 0 160870 0 153905 0 21857 0 30200 0 1046487 0 26918 SANDIP GODAMBE MD SVP, MEDICAL AFFAIRS & CMO 639063 0 180891 0 35006 0 68051 0 43528 0 966539 0 0 0 PAUL VAN DOLAH EXECUTIVE VP & CTO (FORMER COO) 0 678221 0 145018 0 105353 0 25380 0 0 0 953972 0 27092 JAY GABRIEL CHIEF LEGAL OFFICER & SECRETARY 0 568337 0 131237 0 116253 0 19618 0 43528 0 878973 0 18560 KIMBERLEY MILSTIEN EVP/COO 0 610743 0 118024 0 78270 0 1500 0 15012 0 823549 0 0 JOHN HENDERSON VP, CHIEF INFORMATION OFFICER 554165 0 89758 0 89834 0 642 0 21988 0 756387 0 71371 0 COLLEEN CUNNINGHAM MD SVP, PEDIATRICIAN IN CHIEF 495474 0 111515 0 81530 0 20702 0 0 0 709221 0 15831 0 MICHAEL WEISS DO VP, POPULATION HEALTH 504054 0 92137 0 68872 0 10015 0 30145 0 705223 0 13610 0 CHARLES GOLDEN MD VP, MEDICAL DIRECTOR PRIMARY 459869 0 71688 0 67563 0 -10607 0 43528 0 632041 0 64625 0 MELANIE PATTERSON VP, PATIENT CARE SERVICES & CNO 431828 0 84191 0 61642 0 20154 0 23267 0 621082 0 11787 0 THOMAS CAPIZZI VP, CHIEF PEOPLE OFFICER 432805 0 78020 0 61852 0 8565 0 30200 0 611442 0 11804 0 TERRANCE SANGER VP, CHIEF SCIENTIFIC OFFICER 445171 0 94644 0 67328 0 -27226 0 20127 0 600044 0 64519 0 MARY ZIMMER VP OPERATIONS 393691 0 73477 0 57849 0 5407 0 43528 0 573952 0 10755 0 WALDO ROMERO VP, CHOC ENT. MTR PLAN (THRU 05/24) 379294 0 73980 0 55987 0 29026 0 30200 0 568487 0 10358 0 JASON CULP VP, CHOC CHILDREN'S SPECIALIST 310263 0 59670 0 103450 0 5848 0 21988 0 501219 0 0 0 PART I, LINE 4B SCHEDULE J, PART I, LINE 4A SOME OF THE ORGANIZATION'S PERSONNEL LISTED ON FORM 990 PART VII AND SCHEDULE J PARTICIPATE IN A SEPARATION ARRANGEMENT THAT PROVIDES FOR A PORTION OF THE EMPLOYEE'S ANNUAL SALARY BASED ON THEIR POSITION IN THE ORGANIZATION. FOR THE SENIOR EXECUTIVE LEVEL, THE AMOUNT IS BASED ON YEARS OF SERVICE UP TO A MAXIMUM NUMBER OF MONTHS. IN CALENDAR YEAR 2023, THERE WERE NO SEVERANCE PAYMENTS MADE. SCHEDULE J, PART I, LINE 4B: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC OR THE COMPANY) ESTABLISHED A NONQUALIFIED DEFERRED COMPENSATION PLAN EFFECTIVE JANUARY 1, 2010, IN WHICH CERTAIN INDIVIDUALS LISTED ON THE FORM 990, PART VII AND SCHEDULE J ARE PARTICIPANTS. UNDER THE ESTABLISHED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE PLAN), OR SERP, FOR EACH PLAN YEAR THAT BEGINS PRIOR TO THE PARTICIPANT'S CASH DATE, CHOC SHALL CREATE A NEW SERP ACCOUNT ON ITS BOOKS FOR THE PARTICIPANT AND SHALL CREDIT TO SUCH ACCOUNT AT TIMES SPECIFIED. THE PARTICIPANTS OF THE PLAN ARE GENERAL CREDITORS OF THE COMPANY. THE PARTICIPANT'S SERP ACCOUNT SHALL BE UTILIZED SOLELY AS A DEVICE FOR THE MEASUREMENT AND DETERMINATION OF THE AMOUNTS TO BE PAID TO THE PARTICIPANT UNDER THIS PLAN. THE PARTICIPANT IS ENTITLED TO HIS/HER SERP BENEFIT AMOUNT UPON THE EARLIEST OF (1) REMAINING EMPLOYED WITH THE COMPANY TO THE THIRD ANNIVERSARY OF THE FIRST DAY OF THE PLAN YEAR FOR WHICH THE SERP ACCOUNT WAS CREATED; (2) REMAINING EMPLOYED WITH THE COMPANY TO THE PARTICIPANT'S 60TH BIRTHDAY; (3) REMAINING EMPLOYED WITH THE COMPANY TO THE DATE THE PARTICIPANT HAS BOTH ATTAINED AT LEAST AGE 55 AND HAS COMPLETED AT LEAST 10 YEARS OF SERVICE; (4) DISABILITY; (5) INVOLUNTARY SEPARATION FROM SERVICE WITHOUT REASONABLE CAUSE; (6) VOLUNTARY SEPARATION FROM SERVICE FOR GOOD REASON OR (7) DEATH. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN DURING CALENDAR YEAR 2023: MS. CRIPE ($235,026), MS. SCHILLER ($100,584), MR. GABRIEL ($69,286), MR. VAN DOLAH ($101,234), MR. ROMERO ($38,589), MR. WEISS ($50,707), MS. PATTERSON ($43,915), MR. CAPIZZI ($44,106), MS. ZIMMER ($40,339), MR. HENDERSON ($71,371), DR. GOLDEN ($64,625), MS. CUNNINGHAM ($58,982), AND DR. SANGER ($64,519). THE COMPANY PROVIDES AN INCENTIVE PLAN TO ALL ELIGIBLE MEMBERS OF MANAGEMENT, INCLUDING CERTAIN INDIVIDUALS LISTED IN PART II OF SCHEDULE J. INCENTIVES ARE EARNED BASED ON ACHIEVEMENT OF ORGANIZATION AND INDIVIDUAL GOALS TYPICALLY RELATED TO QUALITY, PATIENT SAFETY, OPERATING, AND FINANCIAL PERFORMANCE AS WELL AS OTHER SIGNIFICANT CLINICAL, QUALITY, AND STRATEGIC ACHIEVEMENTS. THE COMPANY MAINTAINS A CORPORATE MEMBERSHIP IN A SOCIAL CLUB THAT IS UTILIZED FOR BUSINESS PURPOSES BY ITS EXECUTIVES, INCLUDING CERTAIN INDIVIDUALS LISTED IN PART II OF SCHEDULE J. USE OF THE CLUB AND PAYMENTS TO THE CLUB FOR BUSINESS-RELATED EXPENSES ARE SUBJECT TO THE COMPANY'S WRITTEN POLICIES AND PROCEDURES THAT INCLUDE A REQUIREMENT TO DOCUMENT THE PURPOSE AND ATTENDEES OF THE BUSINESS MEETING PRIOR TO PAYMENT. COMPENSATION FROM AN AFFILIATED ORGANIZATION KIMBERLY C. CRIPE IS COMPENSATED THROUGH CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC), HOWEVER, IN ADDITION TO HER RESPONSIBILITIES FOR CHC, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHOC FOUNDATION, CRC REAL ESTATE CORPORATION AND CHILDREN'S HOSPITAL AT MISSION (ALL IRC SECTION 501(C)(3) AFFILIATES). MS. CRIPE DEVOTES APPROXIMATELY 48% OF HER TIME EACH WEEK TO CHILDREN'S HOSPITAL OF ORANGE COUNTY RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON THE OTHER RELATED ORGANIZATIONS' BUSINESS AFFAIRS. KERRI RUPPERT SCHILLER IS COMPENSATED THROUGH CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC), HOWEVER, IN ADDITION TO HER RESPONSIBILITIES FOR CHC, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHOC FOUNDATION, CRC REAL ESTATE CORPORATION AND CHILDREN'S HOSPITAL AT MISSION (ALL IRC SECTION 501(C)(3) AFFILIATES). MS. SCHILLER DEVOTES APPROXIMATELY 42% OF HER TIME EACH WEEK TO CHILDREN'S HOSPITAL OF ORANGE COUNTY RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON THE OTHER RELATED ORGANIZATIONS' BUSINESS AFFAIRS. KIM MILSTEIN IS COMPENSATED THROUGH CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC), HOWEVER, IN ADDITION TO HER RESPONSIBILITIES FOR CHC, SHE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHILDREN'S HOSPITAL AT MISSION AND CRC REAL ESTATE CORPORATION (ALL IRC SECTION 501(C)(3) AFFILIATES). MS. MILSTIEN DEVOTES APPROXIMATELY 68% OF HIS TIME EACH WEEK TO CHILDREN'S HOSPITAL OF ORANGE COUNTY RESPONSIBILITIES WITH THE BALANCE OF HER TIME BEING SPENT ON CHILDREN'S HOSPITAL AT MISSION'S BUSINESS AFFAIRS. A CALIFORNIA HEALTH FACILITIES FINANCING 521643828 13032UTU2 2019-08-06 107712910 DEFEASE CUSIP # 13033LBP1 0 0 0 B CALIFORNIA HEALTH FACILITIES FINANCING 521643828 13032UZN1 2021-08-03 105675069 DEFEASE CUSIP # 13033LRT6 0 0 0 C CALIFORNIA HEALTH FACILITIES FINANCING 521643828 13032UA40 2021-08-03 103213988 DEFEASE CUSIP # 13033LBT3 0 0 0 D CALIFORNIA HEALTH FACILITIES FINANCING 521643828 13032UP85 2024-03-20 65642478 CONST HEALTH FACILITY 0 0 0 A 20095000 107717747 1146097 106571553 2019 1 0 1 1 B 1655000 105687635 1020677 106034249 2021 1 0 1 1 C 103216041 714086 102500000 2013 1 0 1 1 D 65668489 643054 64999425 2025 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 1 0 0 1 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 PART I, LINE 14A THE ORIGINAL ISSUANCE DATE OF BOND A IS: 6/30/2009 THE ORIGINAL ISSUANCE DATE OF BOND B IS: 11/3/2011 THE ORIGINAL ISSUANCE DATE OF BOND C IS: 6/30/2009 THE ORIGINAL ISSUANCE DATE OF BOND D IS: 3/20/2024 THE ORIGINAL ISSUANCE DATE OF BOND E IS: 3/20/2024 PART II, LINE 3 THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE PROCEEDS OF THE ISSUE IS THE CUMULATIVE INTEREST EARNED AS FOLLOWS: CUMULATIVE INTEREST EARNED ON ISSUE A $16,898 CUMULATIVE INTEREST EARNED ON ISSUE B $15,939 CUMULATIVE INTEREST EARNED ON ISSUE C $5,196 CUMULATIVE INTEREST EARNED ON ISSUE D $26,011 CUMULATIVE INTEREST EARNED ON ISSUE E $1,098,837 A CALIFORNIA HEALTH FACILITIES FINANCING 521643828 13032UP93 2024-03-20 136173868 CONST HEALTH FACILITY 0 0 0 A 137272705 1172844 80299503 2025 0 0 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART I, LINE 5 AND PART V, LINE 2 INFORMATION REGARDING CHOC AS THE COMMON PAYMASTER: CHILDREN'S HOSPITAL OF ORANGE COUNTY IS THE COMMON PAYMASTER OF THE FOLLOWING: CHILDREN'S HEALTHCARE OF CALIFORNIA CHILDREN'S HOSPITAL AT MISSION CHOC FOUNDATION PROVIDENCE SPEECH AND HEARING CENTER ALL WAGES AND EMPLOYEE SPECIFIC INFORMATION, INCLUDING VOLUNTEERS, ARE RETAINED WITH CHILDREN'S HOSPITAL OF ORANGE COUNTY. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC) IS CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC). EFFECTIVE JANUARY 1, 2025, THE PARENT COMPANY OF THIS FILER MERGED WITH THE PARENT COMPANY OF RADY CHILDREN'S HOSPITAL OF ORANGE COUNTY. THE SURVIVING PARENT CORPORATION WAS RENAMED RADY CHILDREN'S HEALTH. FORM 990, PART VI, SECTION A, LINE 7A PLEASE SEE THE EXPLANATION FOR LINE 7B. FORM 990, PART VI, SECTION A, LINE 7B THE APPROVAL OF THE MEMBER SHALL BE REQUIRED WITH RESPECT TO ANY OF THE FOLLOWING ACTIONS: (1) CHANGING THE PURPOSES AND POWERS OF CHOC; (2) OBLIGATING CHOC TO UNDERTAKE ANY CAPITAL EXPENDITURE IN EXCESS OF $5,000,000; (3) ADOPTING CHOC'S ANNUAL OPERATING AND CAPITAL BUDGETS; (4) ADOPTING A LONG-TERM CAPITAL BUDGET; (5) BUYING, SELLING, LEASING, MORTGAGING, PLEDGING, OR OTHERWISE HYPOTHECATING ANY REAL PROPERTY; (6) INCURRING ANY INDEBTEDNESS IN EXCESS OF $5,000,000; (7) OBLIGATING CHOC TO ACT AS GUARANTOR WITH RESPECT TO ANY DEBT OF ANY PERSON OR OTHER ENTITY; (8) ACCEPTING ANY DONATION WHICH IS CONDITIONED UPON CHOC'S UNDERTAKING ANY UNBUDGETED CAPITAL EXPENDITURE IN EXCESS OF $5,000,000 OR ANY UNBUDGETED EXPENDITURE IN EXCESS OF $5,000,000; (9) ENTERING INTO ANY CONTRACT WHICH INVOLVES THE FOLLOWING: (A) ANY FINANCIAL OBLIGATION ON THE PART OF CHOC IN AN AMOUNT IN EXCESS OF $5,000,000 OR (B) ANY PURPOSE OR ACTIVITY WHICH IS OUTSIDE THE SCOPE OF CHOC'S ORDINARY COURSE OF BUSINESS. (10) INVOLVING CHOC IN ANY MERGER, ACQUISITION, CORPORATE RESTRUCTURING, OR FORMAL AFFILIATION; (11) INVOLVING CHOC AS A MEMBER, SHAREHOLDER, OR PARTNER IN ANY NEW CORPORATION, PARTNERSHIP, OR OTHER LEGAL ENTITY; (12) DISSOLVING CHOC; (13) ENTERING INTO ANY TRANSACTION INVOLVING THE SALE, CONVEYANCE, OF CHOC'S ASSETS; (14) AMENDING CHOC'S ARTICLES OF INCORPORATION; (15) ADOPTING NEW BYLAWS OR AMENDING EXISTING BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS OF REVIEW BEFORE FILING, THE TAX RETURN AND SCHEDULES ARE REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE OF RADY CHILDREN'S HEALTH'S BOARD. THE CFO REVIEWS THE MATERIALS WITH THE COMMITTEE. A COMPLETE COPY IS ALSO SHARED WITH ALL BOARD MEMBERS PRIOR TO FILING USING ELECTRONIC COMMUNICATION SYSTEMS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST COMPLIANCE THE CHIEF COMPLIANCE OFFICER IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICT OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN AN INDIVIDUAL BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND UNDERSTANDS SAID POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3)AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICT OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE COMPLIANCE OFFICER AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES BUT IS NOT LIMITED TO THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD OF DIRECTORS; (2)THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM ANY DISCUSSION OR APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATION AN INDEPENDENT BOARD COMMITTEE OF THE ORGANIZATION CHARGED WITH THE DUTIES OF THE EXECUTIVE COMPENSATION COMMITTEE, WHOSE MEMBERS ARE DISINTERESTED AND INDEPENDENT, IS IN PLACE WITH A WRITTEN COMMITTEE CHARTER. THIS COMMITTEE ANNUALLY RETAINS AN INDEPENDENT HEALTHCARE COMPENSATION CONSULTING FIRM TO PROVIDE RELEVANT COMPARABILITY DATA AND OTHER COMPENSATION STUDIES. THE CEO, OFFICERS AND EXECUTIVE MANAGEMENT SALARIES, INCENTIVES AND BENEFITS, AS WELL AS OVERALL COMPENSATION PHILOSOPHY AND POLICIES, ARE DISCUSSED WITH THE INDEPENDENT CONSULTANT REPRESENTATIVES AND THE EXECUTIVE COMPENSATION COMMITTEE MEMBERS, IN PERSON OR VIRTUALLY, IN CLOSED SESSIONS WITH NO STAFF MEMBERS PRESENT. THIS ANNUAL REVIEW WAS LAST PERFORMED IN OCTOBER 2024. ALL COMPARATIVE MARKET DATA, SUCH AS ANNUAL COMPENSATION SURVEY COMPRISED OF A PEER GROUP OF COMPARABLY SIZED PEDIATRIC HOSPITALS, IS WELL DOCUMENTED AND THERE ARE MINUTES FROM THESE MEETINGS THAT DOCUMENT THE MEMBERS PRESENT AND VOTING, THE COMPARATIVE DATA USED AND HOW IT WAS OBTAINED AND THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE. THE RESULTS AND RECOMMENDATIONS FROM THE COMMITTEE ARE SHARED IN AN EXECUTIVE SESSION WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE POLICY FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE FOR PUBLIC INSPECTION. FORM 990 AND THE COPY OF AUDITED FINANCIAL STATEMENTS ATTACHED TO IT ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 156,073,481. MANAGEMENT AND GENERAL EXPENSES 17,341,498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,414,979. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 42,747,635. MANAGEMENT AND GENERAL EXPENSES 4,749,737. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,497,372. COLLECTION AGENCY SERVICES: PROGRAM SERVICE EXPENSES 5,562,277. MANAGEMENT AND GENERAL EXPENSES 618,031. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,180,308. MISC PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 62,469,280. MANAGEMENT AND GENERAL EXPENSES 6,941,031. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,410,311. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 28,369,770. MANAGEMENT AND GENERAL EXPENSES 3,152,196. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,521,966. JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 108,983. MANAGEMENT AND GENERAL EXPENSES 12,109. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,092. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 2,327,604. MANAGEMENT AND GENERAL EXPENSES 258,623. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,586,227. COURIER SERVICES: PROGRAM SERVICE EXPENSES 3,353. MANAGEMENT AND GENERAL EXPENSES 373. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,726. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF CHOC FOUNDATION 13,970,986. CONTRIBUTION FROM CHOC FOUNDATION 83,979. OTHER CHANGE IN NET ASSETS 5,053,011. CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC) 1201 WEST LA VETA AVENUE ORANGE CA 92868 330265266 HEALTHCARE CA 501(C)(3) LINE 12A, I N/A 0 CHILDREN'S HOSPITAL AT MISSION 1201 WEST LA VETA AVENUE ORANGE CA 92868 330528802 HEALTHCARE CA 501(C)(3) LINE 3 CHC 0 CHOC FOUNDATION 1201 WEST LA VETA AVENUE ORANGE CA 92868 956097416 FUNDRAISING CA 501(C)(3) LINE 7 CHC 0 CRC REAL ESTATE CORPORATION 1201 WEST LA VETA AVENUE ORANGE CA 92868 330612565 REAL ESTATE CA 501(C)(3) LINE 12B, II CHC 0 PROVIDENCE SPEECH AND HEARING CENTER 1301 W PROVIDENCE AVENUE ORANGE CA 92868 956154473 HEALTHCARE CA 501(C)(3) LINE 7 CHOC 1 ORANGE COUNTY MEDICAL RECIPROCAL INS CO 7400 E GAINEY CLUB DR 111 SCOTTSDALE AZ 85258 201620666 INSURANCE AZ N/A C 107620 3830300 0.50000 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 PROVIDENCE SPEECH AND HEARING CENTER S 1409803 TRANSFER FUNDS