2022-07-13T09:00:41-05:00 2021-08-31 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2020-09-01 770003859 LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD % FINANCE DEPARTMENT LUCI 6504978000 725 WELCH ROAD MC 5553 PALO ALTO CA 94304 DANA HAERING CFO 6507212222 2022-07-06 true DANA HAERING 999009999 GWEN SPENCER P00641463 6175305000 2022-06-20 2 2020 2022-09-23 18:48:47Z PAUL KING 725 WELCH ROAD PALO ALTO CA 94304 2215542980 false X WWW.STANFORDCHILDRENS.ORG X 1983 CA SEE SCHEDULE O 23 17 5964 467 0 0 123519595 79787887 1840399286 2105296006 18465078 23551178 -10288407 4427090 1972095552 2213062161 1528500 846250 0 0 839804853 939647698 0 0 13780465 1058886733 1121850037 1900220086 2062343985 71875466 150718176 3795786112 4238185377 1380199098 1458003700 2415587014 2780181677 X SEE SCHEDULE O false false 477398000 0 484619000 SEE SCHEDULE O 449462000 0 583510000 SEE SCHEDULE O 225939000 0 210594000 SEE SCHEDULE O 682991054 846250 826573006 1835790054 true true false true false false false true false true true true false true true true false true false false false false false false false false true true true false true true false false false false false true false false false false true false false false false true true true false false true 229 0 true 5964 true true true false false false false false false false false false true false X 23 17 true false true false true true true true true false false true true true true true true true true false CA X FINANCE DEPARTMENT 6507212222 725 WELCH ROAD PALO ALTO CA 94304 X David Entwistle DIRECTOR 2.0 52.25 X 0 4360713 412460 Lloyd B Minor MD DIRECTOR 2.0 52.3 X 0 1926649 363150 Paul King DIR., PRES & CEO 50.0 2.3 X X 1650405 0 251012 Randy Livingston DIRECTOR 2.0 52.0 X 0 822917 362655 Dana Haering EVP & CFO 47.0 3.0 X 1096753 0 69322 RICK MAJZUN EVP & COO 50.0 0.0 X 973350 0 151494 James Dunn MD DIRECTOR (UNTIL 2/2/21) 2.0 50.0 X 0 1039153 78874 Dennis P Lund MD DIRECTOR/CMO 50.0 1.0 X X 0 974477 66335 Cynthia Brandt DIRECTOR (UNTIL 2/2/21) 2.0 40.0 X 0 772269 126716 Edward Kopetsky SVP & CIO 50.0 0.0 X 776164 0 83458 Mary Leonard MD DIRECTOR 2.0 50.3 X 0 828195 30434 HELEN WILMOT SHC VP TRNSTN. & STRAT. SPACE 0.0 50.0 X 0 758111 78117 Anshul Pande VP & CTO 50.0 0.0 X 668187 0 134817 Kristin Petersen VP PROCED & DIAGNOSTIC SERVICE 50.0 0.0 X 589157 0 131704 Lisa Grisim VP & ASSOCIATE CIO 50.0 0.0 X 585538 0 117631 Cameron D'alpe CAO PHYSICIAN PRAC & CEO PCHA 33.0 17.0 X 613185 0 63978 PATRICK IDEMOTO EVP & CHIEF STRATEGY OFFICER 25.0 25.0 X 590514 0 70763 JANA UHERKOVA-HALE CLINICAL NURSE, OPERATING ROOM 50.0 0.0 X 562396 0 51253 MARCIE ATCHISON SVP & CHIEF HR OFFICER 50.0 0.0 X 529244 0 70024 JILL ANN SULLIVAN SVP - STRAT SPC PLN & GEN SRVS 50.0 0.0 X 465453 0 122148 Matt Pearson VP, SHC D&C PRGM MGMT 50.0 0.0 X 0 461951 89536 GREGORY HOGUE VP, FINANCE 50.0 0.0 X 397477 0 109923 Carolyn Ford Hemann VP, AMBULATORY SERVICES 50.0 0.0 X 378175 0 90188 Kelly M Johnson VP PATIENT CARE SERVICES & CNO 50.0 0.0 X 161088 0 24595 Elizabeth Dunlevie DIRECTOR 2.0 0.3 X 0 0 0 John Levin DIRECTOR 2.0 2.0 X 0 0 0 Jeff Chambers CHAIR 10.0 2.3 X X 0 0 0 Mariann Byerwalter VICE CHAIR 2.0 2.0 X X 0 0 0 Sue Bostrom DIRECTOR 2.0 0.0 X 0 0 0 Sierra Clark DIRECTOR 2.0 0.0 X 0 0 0 Christie Coleman MD DIRECTOR (UNTIL 12/31/20) 2.0 0.0 X 0 0 0 Jonathan Coslet DIRECTOR 2.0 0.0 X 0 0 0 J Taylor Crandall DIRECTOR 2.0 0.0 X 0 0 0 Brad Geier DIRECTOR 2.0 0.0 X 0 0 0 Jennifer Johnson DIRECTOR 2.0 0.0 X 0 0 0 Tonia Karr DIRECTOR 2.0 2.0 X 0 0 0 Frank Lee DIRECTOR 2.0 0.0 X 0 0 0 Steve Luczo DIRECTOR 2.0 0.0 X 0 0 0 Mindy Rogers DIRECTOR 2.0 4.3 X 0 0 0 Jane Shaw DIRECTOR 2.0 0.0 X 0 0 0 Amit Sinha DIRECTOR 2.0 0.0 X 0 0 0 William Thompson III DIRECTOR 2.0 0.0 X 0 0 0 Vaughn Williams DIRECTOR (UNTIL 12/31/20) 2.0 0.0 X 0 0 0 James Woody MD DIRECTOR (UNTIL 12/31/20) 2.0 0.0 X 0 0 0 10037086 11944435 3150587 3029 true true false STANFORD UNIVERSITY 450 SERRA MALL PALO ALTO CA 94305 PURCHASED SERVICES 189720284 STANFORD HOSPITAL and CLINICS 300 PASTEUR DR STANFORD CA 94305 MEDICAL LABORATORY 127298934 MCKESSON HEALTH SOLUTIONS 12748 COLLECTION CENTER DRIVE CHICAGO IL 60693 MEDICAL SUPPLIER 59725198 ALIGHT SOLUTIONS LLC PO BOX 95135 CHICAGO IL 60694 EMPLOYEE BENEFIT ADM 32851090 MEDLINE INDUSTRIES INC DEPT LA 21558 PASADENA CA 911851558 MEDICAL SUPPLIER 22293485 429 62929 11112229 68612729 913579 79787887 PATIENT SERVICE 900099 1694855696 1694855696 MEDICARE/MEDICAID 900099 304644994 304644994 PROVIDER FEE 900099 65992021 65992021 REVENUE FROM HEALTH RELATED ACTIVITIES 900099 10086760 10086760 OUTREACH PROGRAMS 900099 16232750 16232750 13483785 13483785 2105296006 24404408 24404408 28 28 0 2190346 1537300 653046 0 653046 653046 90261 943519 -853258 -853258 -853258 0 0 0 0 0 0 0 0 0 CAFETERIA 900099 3549681 3549681 INVESTMENT INCOME FROM RELATED PROGRAM 900099 -7479048 -7479048 PARKING INCOME 900099 601526 601526 7101885 7101885 3774044 2213062161 2105296006 27978268 846250 846250 0 0 0 7169586 2806387 4112654 250545 166858 80092 80092 6674 614468752 540183146 74285606 56304893 47428877 8876016 214602348 194707346 19895002 46935261 40343816 6591445 5166548 1012237 4154311 3190169 3190169 662261 7681 654580 28014 28014 0 0 598228135 556981294 41246841 9024216 367989 8656227 219418166 213137520 6280646 21674553 13237116 8437437 0 29329271 15951455 13377816 331927 261681 70246 0 0 31982192 31982192 0 104868622 102941847 1926775 9614369 2603979 7010390 UNCOLLECTIBLES 30138114 30138114 PROVIDER FEES 20552946 20552946 UTILITIES 10279171 9476809 802362 LICENSES & TAXES 3642817 1989323 1653494 23718546 8723943 1471357 13523246 2062343985 1835790054 212773466 13780465 0 0 297789743 370377463 54948669 86913785 500964391 603195802 3222581 3958415 0 0 0 0 17318569 16536441 27623679 45528109 2551033423 778738703 1836325043 1772294720 77807691 78469561 811935330 1092535479 -79349470 -87569346 0 0 247199886 255944948 3795786112 4238185377 234999531 322370500 0 0 0 0 881210785 839961227 0 0 0 0 0 0 0 0 263988782 295671973 1380199098 1458003700 X 1903134104 2103403597 512452910 676778080 2415587014 2780181677 3795786112 4238185377 X 150718176 272681516 -58805029 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true false true 218087 true 199195 false false 417282 false ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) FORM 990, SCHEDULE C, PART II B Less than 1% of the total volunteer hours donated to Lucile Salter Packard Children's Hospital at Stanford ("LPCH") were used to attempt to influence legislative matters. Staff interacts on a regular basis with elected officials and their staff on all levels of government. Most of the interaction is relationship building maintaining as well as working on collaborative programs and projects to enhance the overall health of the community. In FY21, roughly 20% of the Chief Government Relations Officer, the Government Relations Manager and the Senior Policy Manager's time was spent on lobbying on specific legislative issues - value approximately $157,195 (includes dollars allotted for benefits). In addition, in FY21, the hospital had a lobbyist in Washington D.C and a non-lobbyist advocate in Sacramento. THE APPROXIMATE VALUE WAS $42,000. LPCH belongs to certain trade associations, with a portion of dues paid spent on efforts to influence legislative matters in the health care industry. During FY21, the approximate amount of dues spent on lobbying purposes was $218,087. X false false 399694000 8425000 130731000 19384000 519466000 371437000 15589000 30789000 18121000 399694000 362582000 7252000 18944000 17341000 371437000 348490000 869000 29245000 16022000 362582000 315492000 14186000 35765000 16953000 348490000 0.01860 0.50730 0.47410 false true true 24232500 24232500 1886301175 392006617 1494294558 38299484 34238189 4061295 467087672 326423398 140664274 135112592 26070499 109042093 1772294720 INVESTMENTS IN UNIVERSITY MP 1092535438 F ASSETS LIMITED AS TO USE, HELD 41 F 1092535479 OTHER ASSETS 31567552 BENEFICIAL INTEREST IN TRUSTS 19650410 RIGHT OF USE LEASE ASSETS 204726986 255944948 0 DUE TO GOVERNMENT AGENCIES 21596988 SELF-INSURANCE RESERVE 83462765 DUE TO RELATED PARTIES, NET -23444908 RIGHT OF USE LIABILITIES 214057128 295671973 X SCHEDULE D, PART III, LINE 4 LUCILE SALTER PACKARD CHILDREN'S HOSPITAL ("LPCH") DOES NOT RECOGNIZE CONTRIBUTIONS OF WORKS OF ART ON LPCH'S FINANCIALS AS 1) THEY ARE HELD FOR PUBLIC EXHIBITION RATHER THAN FINANCIAL GAIN; 2) THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; 3) ARE SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION. SCHEDULE D, PART V, LINE 4 LPCH'S ENDOWMENT FUNDS CONSIST OF VARIOUS INDIVIDUAL FUNDS. THE USES OF THE FUNDS ARE RESTRICTED TO DONORS' STIPULATIONS. LPCH ALSO HAS BOARD DESIGNATED FUNDS FUNCTIONING AS AN ENDOWMENT. THESE FUNDS ARE USED TO SUPPORT THE MISSION OF LPCH. SCHEDULE D, PART X, LINE 2 FIN 48 LPCH IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF STANFORD UNIVERSITY, WHICH INCLUDE THE FOLLOWING NOTE: IN ACCORDANCE WITH THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT REGULARLY EVALUATES ITS TAX POSITIONS AND DOES NOT BELIEVE THE UNIVERSITY, SHC, OR LPCH HAVE ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. true true X true X 400. true X true false true true 806 808578 808578 0.00040 25520 611912307 440773535 171138772 0.08410 1 1 26326 612720886 440773535 171947351 0.08450 18 163836 9981934 83500 9898434 0.00490 6 17222 35726154 9454844 26271310 0.01290 4 1942 4085895 319760 3766135 0.00190 6 44695 1705550 1705550 0.00080 34 227695 51499533 9858104 41641429 0.02050 34 254021 664220419 450631639 213588780 0.10500 1 95895 95895 2 40 1865634 1865634 0.00090 0 0 0 1 428112 428112 0.00020 2 24 267920 267920 0.00010 1 100 256464 200000 56464 0.00000 7 164 2914025 200000 2714025 0.00120 true 6051799 6238554 15703513 -9464959 X true true 1 1 LUCILE SALTER PACKARD CHILDREN'S HSPT 725 WELCH ROAD PALO ALTO CA 94304 070000659 X X LUCILE SALTER PACKARD CHILDREN'S HSPT 1 false false true X X X X X X X X X 18 true true true true X COMMUNITYBENEFITS.STANFORDCHILDRENS.ORG X true 19 true COMMUNITYBENEFITS.STANFORDCHILDRENS.ORG false false true X 400. 400. X X X X true true X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X true X false X X true X false false PART V, SECTION B, LINE 5 LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD ("LPCH'S") VALUES AND PRIORITIZES INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY IN OUR COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") PROCESS - OUTLINED BELOW. IN ADDITION, IN FY21 LPCH MAINTAINED CLOSE CONNECTIONS TO COMMUNITY PARTNERS, GRANT RECIPIENTS, LOCAL LEADERS AND COMMUNITY STAKEHOLDERS, IN ORDER TO BETTER UNDERSTAND THE IMPACTS OF COVID-19 AND THE EFFECTS IT HAS HAD ON THE SOCIAL DETERMINANTS OF HEALTH IN OUR COMMUNITY. THOSE EFFORTS RESULTED IN A DEEPER UNDERSTANDING OF HOW THE COMMUNITY'S NEEDS HAVE CHANGED OR DEEPENED OVER THE PAST YEAR. IN TAX YEAR 2019, IN COLLABORATION WITH LOCAL AREA NONPROFIT HOSPITAL ORGANIZATIONS AND THE SAN MATEO AND SANTA CLARA COUNTY DEPARTMENTS OF PUBLIC HEALTH, LPCH CONDUCTED A CHNA THAT INCLUDED THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT: KEY INFORMANT INTERVIEWS WITH HEALTH EXPERTS AND COMMUNITY SERVICE EXPERTS, FOCUS GROUPS WITH RESIDENTS, AND FOCUS GROUPS WITH PROFESSIONALS WHO REPRESENT AND/OR SERVE THE COMMUNITY OR RESIDENTS. INDIVIDUALS REPRESENTING HIGH-NEED POPULATIONS (LOW-INCOME, MINORITY, MEDICAL UNDERSERVED, HOMELESS, OLDER ADULT AND YOUTH) WERE INCLUDED. TO ENSURE CONSISTENCY ACROSS EVERY INTERVIEW AND FOCUS GROUP, EACH STUDY TEAM GENERATED RESEARCH PROTOCOLS. THIS CHNA SOUGHT TO BUILD ON PRIOR CHNAS BY FOCUSING THE PRIMARY RESEARCH ON TOPICS AND SUBPOPULATIONS THAT ARE LESS WELL UNDERSTOOD BY THE STATISTICAL DATA. FOR EXAMPLE, BEHAVIORAL HEALTH AND HEALTH CARE ACCESS AND DELIVERY WERE IDENTIFIED AS MAJOR HEALTH NEEDS IN THE 2016 CHNA. RELATIVELY LITTLE QUANTITATIVE DATA EXISTS ON THESE SUBJECTS, SO THE 2019 STUDY TEAMS SOUGHT TO UNDERSTAND THE COMMUNITY'S PERCEPTION OF MENTAL HEALTH AND THEIR EXPERIENCE WITH HEALTH CARE ACCESS AND DELIVERY THROUGH THIS PRIMARY QUALITATIVE RESEARCH. THE STUDY TEAM CONDUCTED THE KEY INFORMANT INTERVIEWS AND FOCUS GROUPS FOR THIS ASSESSMENT AND RECORDED EACH INTERVIEW AND FOCUS GROUP. RECORDINGS WERE TRANSCRIBED AND QUALITATIVE RESEARCH SOFTWARE TOOLS WERE USED TO ANALYZE THE TRANSCRIPTS FOR COMMON THEMES. THE STUDY GROUP ALSO TABULATED HOW MANY TIMES HEALTH NEEDS WERE PRIORITIZED BY EACH OF THE FOCUS GROUPS OR DESCRIBED AS A PRIORITY IN A KEY INFORMANT INTERVIEW. THE STUDY TEAM USED THIS TABULATION TO HELP ASSESS COMMUNITY HEALTH PRIORITIES. IN ALL, THE STUDY TEAMS SOLICITED INPUT FROM MORE THAN 100 COMMUNITY LEADERS AND REPRESENTATIVES OF VARIOUS ORGANIZATIONS AND SECTORS. THESE REPRESENTATIVES EITHER WORK IN THE HEALTH FIELD OR IN A COMMUNITY-BASED ORGANIZATION THAT FOCUSES ON IMPROVING HEALTH AND QUALITY OF LIFE CONDITIONS BY SERVING THOSE FROM HIGH-NEED POPULATIONS. THE SANTA CLARA COUNTY COMMUNITY BENEFIT HOSPITAL COALITION (CBHC) ALSO DISTRIBUTED A COMMUNITY PRIORITY SURVEY TO A MULTITUDE OF ORGANIZATIONS IN SANTA CLARA COUNTY THAT DID NOT PARTICIPATE IN INTERVIEWS OR FOCUS GROUPS. KEY INFORMANT INTERVIEWS BETWEEN JANUARY AND JUNE 2018, THE STUDY TEAM SPOKE WITH 36 EXPERTS FROM VARIOUS ORGANIZATIONS IN SAN MATEO AND SANTA CLARA COUNTIES. INTERVIEWS WERE CONDUCTED IN PERSON OR BY TELEPHONE FOR APPROXIMATELY ONE HOUR. THE DISCUSSIONS CENTERED AROUND FIVE QUESTIONS, THE STUDY TEAM ASKED FOCUS GROUPS (AND MODIFIED APPROPRIATELY FOR EACH AUDIENCE): - WHAT ARE THE MOST IMPORTANT/PRESSING HEALTH NEEDS IN THE COMMUNITY? - WHAT DRIVERS OR BARRIERS ARE IMPACTING THE TOP HEALTH NEEDS? - TO WHAT EXTENT IS HEALTH CARE ACCESS A NEED IN THE COMMUNITY? - TO WHAT EXTENT IS MENTAL HEALTH A NEED IN THE COMMUNITY? - WHAT POLICIES OR RESOURCES ARE NEEDED TO IMPACT HEALTH NEEDS? FURTHER DATA REGARDING THIS GATHERED COMMUNITY INPUT IS CONTAINED IN THE FULL CHNA AVAILABLE AT HTTPS://WWW.STANFORDCHILDRENS.ORG/CONTENT-PUBLIC/PDF/COMMUNITY-HEALTH-ASSE SSMENT-2019.PDF. ALTHOUGH CONTACT INFORMATION FOR THE MANAGER OF COMMUNITY BENEFITS IS INCLUDED IN THE COMMUNITY BENEFITS REPORT AND ON THE COMMUNITY WEBSITE, HTTPS://WWW.STANFORDCHILDRENS.ORG/EN/ABOUT/GOVERNMENT-COMMUNITY/BENEFITS-R EPORTS?UTM_SOURCE=PRINT&UTM_MEDIUM=VANITY&UTM_CAMPAIGN=VANITY, WE HAVE NOT RECEIVED WRITTEN COMMENTS TO DATE. LIST OF ORGANIZATIONS INCLUDED IN COMMUNITY INPUT PROCESS: - MEDICAL RESPITE PROGRAM, SANTA CLARA VALLEY MEDICAL CENTER - PORTUGUESE ORGANIZATION FOR SOCIAL SERVICES AND OPPORTUNITIES - COMMUNITY HEALTH PARTNERSHIP - CAMINAR FOR MENTAL HEALTH - AVENIDAS - STANFORD HEALTH CARE - COMMUNITY HEALTH AWARENESS COUNCIL - EAST SAN JOS PEACE PARTNERSHIP - THE VILLAGES OF SAN MATEO COUNTY - SAN MATEO COUNTY HUMAN SERVICES AGENCY - BEFORE OUR VERY EYES/BAY AREA ANTI-TRAFFICKING COALITION - CAADA COLLEGE - SEQUOIA WELLNESS CENTER - PENINSULA FAMILY SERVICES AGENCY, NORTH FAIR OAKS SENIOR CENTER - SAN MATEO PRIDE CENTER - LIFEMOVES - PENINSULA CONFLICT RESOLUTION CENTER PART V, SECTION B LINE 6 LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD'S ("LPCH'S") MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") WAS CONDUCTED IN COLLABORATION WITH THE FOLLOWING HOSPITAL FACILITIES: EL CAMINO HOSPITAL, KAISER PERMANENTE SAN MATEO REGION, KAISER PERMANENTE SANTA CLARA REGION, MILLS-PENINSULA HEALTH SERVICES, O'CONNOR HOSPITAL, SAINT LOUISE REGIONAL HOSPITAL, SAN MATEO MEDICAL CENTER, SETON MEDICAL CENTER, SEQUOIA HOSPITAL, AND STANFORD HEALTH CARE. LPCH'S MOST RECENT CHNA WAS CONDUCTED IN COLLABORATION WITH THE FOLLOWING ORGANIZATIONS THAT ARE NOT HOSPITAL FACILITIES: HOSPITAL CONSORTIUM OF SAN MATEO COUNTY, HOSPITAL COUNCIL OF NORTHERN & SOUTHERN CALIFORNIA, PENINSULA HEALTH CARE DISTRICT, SAN MATEO COUNTY HUMAN SERVICES AGENCY, SAN MATEO COUNTY HEALTH SYSTEM, SAN MATEO COUNTY HEALTH DEPARTMENT, AND SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT. PART V, SECTION B, LINE 11 PROCESS AND CRITERIA USED TO SELECT HEALTH NEEDS: LPCH MET WITH ACTIONABLE INSIGHTS ON JANUARY 11, 2019, TO DISCUSS THE HEALTH NEEDS IDENTIFIED THROUGH THE COMMUNITY ASSESSMENT AND TO PRIORITIZE THE LIST. AFTER PRIORITIZING THE 12 HEALTH NEEDS DOCUMENTED IN THE 2019 CHNA, LPCH, BY CONSENSUS, SELECTED THREE OF THE HEALTH NEEDS THAT HAD BEEN IDENTIFIED, AS WELL AS ONE THAT REFLECTS ITS PARTICULAR SPECIALTY AND FOCUS. THE SELECTED NEEDS ARE LISTED BELOW IN ALPHABETICAL ORDER. - BEHAVIORAL HEALTH - DIABETES AND OBESITY - HEALTH CARE ACCESS AND DELIVERY - MATERNAL AND INFANT HEALTH LPCH'S COMMUNITY BENEFIT TEAM RENAMED THE FIRST NEED "SOCIAL/EMOTIONAL HEALTH," THE SECOND NEED "PEDIATRIC DIABETES AND OBESITY,THE THIRD NEED "ACCESS TO CARE" IN ORDER TO BETTER EXPRESS THE TOPICS ON WHICH IT WILL FOCUS IN ADDRESSING THE NEEDS. THE FOLLOWING OUTLINES LPCH'S GOALS, STRATEGIES AND THE ANTICIPATED IMPACT OF OUR EFFORTS AROUND THE SELECTED HEALTH NEEDS. 1. SOCIAL/EMOTIONAL HEALTH 1A. GOALS - PROVIDE HIGH-QUALITY MENTAL HEALTH SERVICES TO YOUTH 1A. STRATEGIES - EXPAND ACCESS TO PROGRAMS AND SERVICES THAT PREVENT POOR MENTAL HEALTH (E.G., MINDFULNESS-BASED STRESS REDUCTION) - EXPAND ACCESS TO PROGRAMS AND SERVICES (INCLUDING COUNSELING/ THERAPY) THAT ADDRESS STRESS, DEPRESSION, AND SUICIDAL IDEATION - SUPPORT SCHOOL-BASED INTERVENTIONS, POLICIES, PROGRAMS, AND APPROACHES TO IMPROVE SCHOOL CLIMATE AND PREVENT OR REDUCE BULLYING - SUPPORT PROGRAMS AND POLICIES THAT PREVENT OR REDUCE DOMESTIC VIOLENCE AND INCREASE HEALTHY RELATIONSHIPS, BOTH BETWEEN ADULTS AND CHILDREN AND BETWEEN PEERS - PARTICIPATE IN COLLABORATIVES AND PARTNERSHIPS TO ADDRESS MENTAL HEALTH IN THE COMMUNITY 1A. ANTICIPATED IMPACT IN SCHOOLS THAT ARE SERVED BY STRATEGIES: - IMPROVED SCHOOL CLIMATE - REDUCED BULLYING - REDUCED DISCIPLINARY ACTIONS (SUSPENSIONS, EXPULSIONS) - INCREASED KNOWLEDGE AMONG YOUTH ABOUT METHODS OF COPING WITH STRESS AND DEPRESSION - IMPROVED ACCESS TO SOCIAL/EMOTIONAL HEALTH PROGRAMS AND SERVICES - INCREASED PROPORTION OF YOUTH SERVED WITH EFFECTIVE SOCIAL/EMOTIONAL HEALTH SERVICES - IMPROVED SOCIAL/EMOTIONAL HEALTH AMONG THOSE SERVED - IMPROVED COPING SKILLS AMONG THOSE SERVED - HEALTHIER RELATIONSHIPS FOR THOSE SERVED 1B. GOALS - ADDRESS THE SYSTEMIC/INSTITUTIONAL BARRIERS TO MENTAL HEALTH 1B. STRATEGIES - SUPPORT EDUCATION TO INCREASE EARLY IDENTIFICATION OF MENTAL HEALTH ISSUES IN PRIMARY CARE - SUPPORT COLLABORATION AND REFERRALS BETWEEN PRIMARY CARE PROVIDERS, EDUCATIONAL PROFESSIONALS, SOCIAL WORKERS, AND OTHERS, AND MENTAL HEALTH SPECIALISTS - SUPPORT COORDINATION OF BEHAVIORAL HEALTH CARE AND PHYSICAL HEALTH CARE, SUCH AS CO-LOCATION OF SERVICES - ADVOCACY FOR MENTAL HEALTH PARITY LEGISLATION 1B. ANTICIPATED IMPACT - AMONG PROVIDERS/PROFESSIONALS, INCREASED KNOWLEDGE OF LOCAL RESOURCES AVAILABLE FOR TREATMENT OF DEPRESSION AND RELATED DISORDERS - GREATER COLLABORATION AND COORDINATION IN PROVIDING MENTAL HEALTH SERVICES TO YOUTH - IMPROVED ACCESS TO COORDINATED SOCIAL/EMOTIONAL HEALTH SERVICES 1C. GOALS - IMPROVE MEDIA LITERACY AMONG YOUTH IN LIGHT OF MENTAL HEALTH 1C. STRATEGIES - SUPPORT INITIATIVES, PROGRAMS, AND SERVICES FOR YOUTH TARGETING MEDIA LITERACY, CRITICAL THINKING, AND THE ROLE OF PEERS 1C. ANTICIPATED IMPACT - GREATER MEDIA LITERACY AMONG THOSE SERVED - INCREASED CRITICAL THINKING ABILITIES AMONG THOSE SERVED - HEALTHIER USE OF SOCIAL MEDIA BY THOSE SERVED - REDUCED IMPACT OF CYBERBULLYING AMONG THOSE SERVED 2. PEDIATRIC DIABETES AND OBESITY 2A. GOALS - INCREASE HEALTHY EATING AND ACTIVE LIVING AMONG CHILDREN AND ADOLESCENTS 2A. STRATEGIES - EXPAND ACCESS TO CLINICAL INTERVENTION PROGRAMS FOR OVERWEIGHT CHILDREN AND ADOLESCENTS - EXPAND ACCESS TO HEALTH EDUCATION, INCLUDING NUTRITION EDUCATION AND PHYSICAL ACTIVITIES - SUPPORT INTERVENTIONS AND PRACTICES AIMED AT REDUCING RECREATIONAL, SEDENTARY SCREEN TIME AMONG CHILDREN AND ADOLESCENTS - SUPPORT THE DEVELOPMENT OF HIGH-QUALITY INTERACTIVE DIGITAL MEDIA FOR CHILDREN AND ADOLESCENTS, SUCH AS THOSE THAT PROMOTE CHILDREN'S INTERACTION WITH CAREGIVERS 2A. ANTICIPATED IMPACT - INCREASED KNOWLEDGE ABOUT HEALTHY BEHAVIORS - INCREASED PHYSICAL ACTIVITY - INCREASED CONSUMPTION OF HEALTHY FOODS - REDUCED CONSUMPTION OF UNHEALTHY FOODS - MORE POLICIES/PRACTICES THAT SUPPORT INCREASED PHYSICAL ACTIVITY AND IMPROVED ACCESS TO HEALTHY FOODS - INCREASED KNOWLEDGE OF HEALTH IMPACTS OF SCREEN TIME AMONG PARENTS - INCREASED KNOWLEDGE OF HEALTH IMPACTS OF SCREEN TIME AMONG CHILDREN AND ADOLESCENTS - REDUCED SCREEN TIME AMONG CHILDREN AND ADOLESCENTS - REDUCED TIME SPENT ON SEDENTARY ACTIVITIES 2B. GOALS - IMPROVE THE FOOD AND RECREATION ENVIRONMENT AMONG CHILDREN AND ADOLESCENTS 2B. STRATEGIES - EXPAND ACCESS TO HEALTHY FOOD IN THE COMMUNITY - EXPAND ACCESS TO PHYSICAL ACTIVITY IN THE COMMUNITY - ADVOCATE FOR AND SUPPORT INITIATIVES AND PUBLIC POLICIES THAT ADDRESS SYSTEMIC/INSTITUTIONAL DRIVERS OF OBESITY - PARTICIPATE IN COLLABORATIVES AND PARTNERSHIPS TO PROMOTE A HEALTHIER FOOD AND RECREATION ENVIRONMENT IN THE COMMUNITY 2B. ANTICIPATED IMPACT - INCREASED ACCESS TO HEALTHY FOOD AMONG CHILDREN AND ADOLESCENTS - INCREASED ACCESS TO FREE/LOW-COST OPPORTUNITIES FOR PHYSICAL ACTIVITIES - MORE POLICIES/PRACTICES THAT SUPPORT INCREASED PHYSICAL ACTIVITY AND IMPROVED ACCESS TO HEALTHY FOODS 3. ACCESS TO CARE 3A. GOALS - INCREASE AVAILABILITY OF HEALTH CARE SERVICES FOR VULNERABLE CHILDREN, YOUTH, AND YOUNG ADULTS (AGES 0-24) 3A. STRATEGIES - SUPPORT HEALTH CARE CLINICS IN CLOSE GEOGRAPHIC PROXIMITY TO POPULATIONS OF LOW SOCIOECONOMIC STATUS - SUPPORT SYSTEMS APPROACHES TO INCREASED ACCESS TO CARE, INCLUDING TELEMEDICINE, AFTER-HOURS AVAILABILITY, ETC. 3A. ANTICIPATED IMPACT - INCREASED NUMBER OF CHILDREN AND EXPECTANT MOTHERS SERVED - INCREASED ACCESS TO PREVENTATIVE MEDICINE - IMPROVED PATIENT RELATIONSHIPS WITH PRIMARY CARE PHYSICIANS - REDUCED UNNECESSARY ED VISITS/HOSPITALIZATIONS - INCREASED VACCINATION RATES - DECREASED OUTBREAKS OF VACCINE PREVENTABLE DISEASES 3B. GOALS - DIRECT PROVISION OF CARE TO VULNERABLE PATIENTS 3B. STRATEGIES - CONTINUE TO PROVIDE UNCOMPENSATED MEDICAL CARE TO MEDICAL PATIENTS - CONTINUE TO PROVIDE CHARITY CARE TO LOW-INCOME PATIENTS 3B. ANTICIPATED IMPACT - INCREASED NUMBER OF CHILDREN AND EXPECTANT MOTHERS SERVED 3C. GOALS - ENSURE FUTURE SUPPLY OF HEALTH CARE PROVIDERS 3C. STRATEGIES - PROVIDE TRAINING TO HEALTH CARE PROFESSIONALS 3C. ANTICIPATED IMPACT - INCREASED NUMBER OF QUALIFIED PROVIDERS IN THE COMMUNITY FOCUSED ON COMMUNITY-BASED PRACTICES - STANDARD OF CARE RAISED 3D. GOALS - ADDRESS SYSTEMIC/INSTITUTIONAL BARRIERS TO ACCESS 3D. STRATEGIES - ADVOCATE FOR HEALTH CARE POLICY CHANGE AT THE LOCAL, STATE, AND FEDERAL LEVELS THAT IMPROVE HEALTH CARE ACCESS FOR VULNERABLE CHILDREN AND FAMILIES 3D. ANTICIPATED IMPACT - SYSTEM-WIDE HEALTH CARE IMPROVEMENTS FOR CHILDREN AND FAMILIES 4. MATERNAL AND INFANT HEALTH 4A. GOALS - REDUCE THE RATES OF TEEN BIRTHS AND IMPROVE THE LIVES OF TEEN MOTHERS AND THEIR CHILDREN 4A. STRATEGIES - EXPAND ACCESS TO TEEN PREGNANCY PREVENTION PROGRAMS - EXPAND ACCESS TO DEPRESSION SCREENING PROGRAMS FOR PREGNANT AND NEW TEEN MOTHERS, INDIVIDUAL-OR GROUP-BASED PARENTING PROGRAMS, HOME VISITS, AND NURSE/FAMILY PARTNERSHIPS 4A. ANTICIPATED IMPACT - LOWER RATE OF TEEN BIRTHS - IMPROVED MENTAL HEALTH OF PREGNANT TEENS AND TEEN PARENTS 4B. GOALS - INCREASE LEVELS OF ADEQUATE PRENATAL CARE 4B. STRATEGIES - EXPAND ACCESS TO ENHANCED PRENATAL CARE PROGRAMS - EXPAND ACCESS TO GROUP PRENATAL CARE 4B. ANTICIPATED IMPACT - INCREASED NUMBER OF LOW-INCOME PREGNANT WOMEN WHO BENEFIT FROM HOME VISITS - HIGHER ENROLLMENT IN GROUP PRENATAL CARE PROGRAMS - IMPROVED ACCESS TO PRENATAL CARE - MORE FAVORABLE BIRTH OUTCOMES (FEWER INCIDENCES OF LOW OR VERY LOW BIRTHWEIGHT AND PRETERM OR VERY PRETERM BIRTH) 4C. GOALS - REDUCE RISKS OF INJURY TO INFANTS 4C. STRATEGIES - SUPPORT PUBLIC CAMPAIGNS, ADVOCACY, EDUCATION, AND/OR PROGRAMS AIMED AT REDUCING UNINTENTIONAL INJURIES (E.G., SIDS, VEHICULAR ACCIDENTS, FALLS), INCLUDING INFANT CPR - SUPPORT PUBLIC CAMPAIGNS, ADVOCACY, EDUCATION, AND/OR PROGRAMS AIMED AT REDUCING CHILD ABUSE AND NEGLECT, INCLUDING HOME VISITS 4C. ANTICIPATED IMPACT - INCREASED AWARENESS OF INFANT SAFETY - REDUCED NUMBER OF INFANT INJURIES - REDUCED NUMBER OF INFANT DEATHS DUE TO UNINTENTIONAL INJURIES, ABUSE, OR NEGLECT LPCH CONSIDERS THESE FOUR COMMUNITY HEALTH NEEDS TO BE THE MAIN FOCUS OF OUR COMMUNITY BENEFIT WORK, SPECIFICALLY IN THE ARENA OF GRANT MAKING. OUR COMMUNITY INVESTMENT GRANTS FOR THE NEXT THREE YEARS WILL FOCUS PRIMARILY ON THE THREE COMMUNITY HEALTH NEEDS LISTED ABOVE. WE WILL DIRECT SUBSTANTIAL STAFF TIME AND FINANCIAL RESOURCES TO LOCAL COMMUNITY NONPROFITS WORKING ON PROJECTS OR OFFERING SERVICES IN AREAS THAT REFLECT A SHARED COMMITMENT TO IMPROVING THESE COMMUNITY HEALTH NEEDS. IN ADDITION, LPCH WILL CONTINUE TO LEVERAGE OUR RESOURCES AND EXPERTISE WHILE PARTNERING WITH OTHERS ON THE REMAINING IDENTIFIED COMMUNITY HEALTH NEEDS FOR THE LIFE OF THIS CHNA. MANY OF THE UNSELECTED SIGNIFICANT HEALTH NEEDS OVERLAP AND THUS WILL RECEIVE ATTENTION AS THE HOSPITAL CONDUCTS ITS WORK AROUND THE THREE PRIORITY AREAS IDENTIFIED BELOW. ALL THIRTEEN IDENTIFIED HEALTH NEEDS WILL RECEIVE ATTENTION AND RESOURCES EITHER DIRECTLY OR INDIRECTLY. HEALTH NEEDS NOT SELECTED BY LPCH'S IMPLEMENTATION STRATEGY: LPCH WILL ADDRESS THE FOUR HEALTH NEEDS THAT MET ALL OF THE PRIORITIZATION/SELECTION CRITERIA. LPCH'S WILL NOT ADDRESS THE FOLLOWING IDENTIFIED HEALTH NEEDS: NOT CHOSEN BECAUSE THE NEED WAS NOT STRONGLY PRIORITIZED BY THE COMMUNITY: - ASTHMA - CANCER - COMMUNICABLE DISEASES - NATURAL ENVIRONMENT - TRANSPORTATION - UNINTENTIONAL INJURIES NOT CHOSEN BECAUSE THE NEED IS BEING ADDRESSED BY OTHER NONPROFIT HOSPITALS, COMMUNITY ORGANIZATIONS, AND/OR GOVERNMENT AGENCIES: - ECONOMIC STABILITY - HOUSING AND HOMELESSNESS - ORAL/DENTAL HEALTH PART V, SECTION B, LINE 16A, 16B & 16C LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD ("LPCH") MAKES ITS FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY AVAILABLE TO THE PUBLIC AT HTTPS://WWW.STANFORDCHILDRENS.ORG/EN/PATIENT-FAMILY-RESOURCES/FINANCIAL-AS SISTANCE-ENGLISH. IT IS ALSO AVAILABLE ON THE STATEMENTS SENT TO PATIENTS. PART V, SECTION B, LINE 20A FINANCIAL ASSISTANCE DISCUSSION OCCURS AT THE TIME OF ADMISSION WHEN THE PATIENT SPEAKS WITH A FINANCIAL COUNSELOR. FINANCIAL ASSISTANCE INFORMATION IS ALSO INCLUDED IN THE ADMISSION PACKETS PROVIDED TO PATIENTS. LPCH WILL PURSUE PAYMENT FOR DEBTS OWED FOR HEALTH CARE SERVICES PROVIDED BY LPCH. ALL PATIENT ACCOUNT BALANCES THAT MEET LPCH CRITERIA FOR ASSIGNMENT TO BAD DEBT ACCORDING TO LPCH POLICY AND PROCEDURES ARE ELIGIBLE FOR PLACEMENT WITH A COLLECTION AGENCY. HOWEVER, LPCH DOES NOT CURRENTLY ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA). PART V, SECTION B, LINE 20B FINANCIAL ASSISTANCE DISCUSSION MAY ALSO OCCUR AT THE TIME OF DISCHARGE WITH A FINANCIAL COUNSELOR IF THE PATIENT EXPRESSES CONCERN ABOUT FINANCIAL LIABILITY. PART V, SECTION B, LINES 20D AND 20E LPCH DOES NOT CURRENTLY ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA). IRC SECTION 501(R) COMPLIANCE During a review of LPCH's section 501(r) compliance in March and April of 2021, it was determined that certain information in LPCH's financial assistance policy (FAP) required clarification or correction and that LPCH's separate debt collection policy (DCP) had not been translated into each language spoken by each significant population in the community with limited English proficiency. In accordance with the procedures set forth in Revenue Procedure 2015-21, each of those items is listed along with the method of correction. (1) LPCH relies upon the "look-back" method for determining the amounts generally billed (AGB) to individuals who have insurance covering emergency or medically necessary care, and the FAP provided that the calculation of the current AGB could be found in a separate document. LPCH inadvertently failed to update the AGB calculations in this separate document since 2016 and had not translated the separate document into each language spoken by each significant population in the community with limited English proficiency. (a) As of December 14, 2021, LPCH calculated the correct AGB for each year since 2016 and for the current year it updated the separate document containing its AGB calculation, translated and posted the separate document on its website and otherwise made it available free of charge in the hospital. (b) The FAP was amended and approved by an authorized body of LPCH on September 9, 2021 to remove a specific reference to LPCH's AGB since the AGB provided in the FAP was no longer current. (c) As of July 16, 2021, LPCH conducted a review of all patient financial assistance accounts to ensure that no FAP patients paid more than the correct AGB for each year from 2016 through the present, and determined that 200 patients who were provided with financial assistance were inadvertently charged more than the recalculated AGB for the relevant year. LPCH has issued refunds to each affected patient. The total amount involved was approximately $140,282. (2) As of September 22, 2021, LPCH translated its DCP into each language spoken by each significant population in the community with limited English proficiency and posted such translations on its website and otherwise made them available free of charge in the hospital. (3) The lists of providers who are and who are not covered by the FAP were inadvertently not updated since March 2018 and had also not been translated into each language spoken by each significant population in the community with limited English proficiency. LPCH updated the lists as of December 19, 2021 and will maintain them at least once every 90 days. As of December 19, 2021, the lists were translated and posted on LPCH's website and otherwise made available free of charge in the hospital. Finally, LPCH has adopted procedures that require LPCH to review, on a regular basis, LPCH's policies and procedure to ensure compliance with the requirements of section 501(r) and the regulations issued thereunder. SCHEDULE H, PART I, LINE 6 THE ORGANIZATION PREPARED A COMMUNITY BENEFIT REPORT FOR FISCAL YEAR 2021 AND IT IS AVAILABLE TO THE PUBLIC AT HTTPS://WWW.stanfordchildrens.org/EN/ABOUT/GOVERNMENT-COMMUNITY/BENEFITS-R EPORTS. SCHEDULE H, PART I, LINE 7, COLUMN F THE AMOUNT OF BAD DEBT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN LINE 7, COLUMN F WAS $30,138,114. SCHEDULE H, PART I, LINE 7 SOME OF THE AMOUNTS IN LINE 7 WERE CALCULATED BASED ON A COST ACCOUNTING SYSTEM. THESE ITEMS INCLUDE CHARITY CARE AT COST, UNREIMBURSED MEDICAID COST, AND UNREIMBURSED COSTS RELATED TO OTHER MEANS-TESTED GOVERNMENT PROGRAMS. THE COST ACCOUNTING SYSTEM ADDRESSES ALL PATIENT SEGMENTS BUT EXCLUDES RESEARCH AND SOME GRANT RELATED COSTS. OTHER BENEFIT COSTS ARE DIRECT, SEPARATELY IDENTIFIABLE COSTS INCURRED BY THE ORGANIZATION. SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES LPCH INVESTS IN VARIOUS COMMUNITY BUILDING ACTIVITIES IN ORDER TO IMPROVE THE COMMUNITY'S HEALTH THROUGH A FOCUS ON THE ROOT CAUSES OF HEALTH PROBLEMS, SUCH AS POVERTY, ENVIRONMENTAL ISSUES, ETC. LPCH'S COMMUNITY BUILDING ACTIVITIES INCLUDE: SUPPORT FOR COMMUNITY-BASED NON-PROFITS WORKING TO ADDRESS THE ROOT CAUSES OF HEALTH ISSUES FOR CHILDREN AND EXPECTANT MOTHERS; SUPPORT FOR COMMUNITY EMERGENCY MANAGEMENT, ADVOCACY FOR CHILDREN'S HEALTH ISSUES, AND SUPPORT FOR ORGANIZATIONS WORKING ON ECONOMIC DEVELOPMENT IN THE COMMUNITY. SCHEDULE H, PART III, LINE 2 THE COSTING METHODOLOGY USED TO DETERMINE THE AMOUNT REPORTED ON LINE 2 IS BASED ON A COST ACCOUNTING SYSTEM. THE HOSPITAL APPLIED THE SAME SYSTEM-WIDE COST TO CHARGE RATIO FROM THE COST ACCOUNTING SYSTEM TO ITS PROVISION FOR DOUBTFUL ACCOUNTS BASED ON CHARGES AS WAS APPLIED TO ITS CHARITY CARE BASED ON CHARGES. THE COST TO CHARGE RATIO FROM THE ORGANIZATION'S COST ACCOUNTING SYSTEM ADDRESSES ALL PATIENT SEGMENTS AND EXCLUDES RESEARCH AND SOME GRANT RELATED COSTS. SCHEDULE H, PART III, LINE 4 THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A SPECIFIC FOOTNOTE THAT DESCRIBES PROVISION FOR DOUBTFUL ACCOUNTS. Effective September 1, 2018, LPCH adopted ASU 2014-09, "Revenue from Contracts with Customers" (FASB ASC 606) using a modified retrospective method of application to all contracts existing upon adoption. The most significant impact of adopting the new standard is in the presentation in the consolidated statement of operations and changes in net assets where historical provision for bad debts is now considered an implicit price concession in determining the consideration expected to be paid to LPCH and is therefore recorded as a direct reduction of patient revenue and patient accounts receivable. SCHEDULE H, PART III, LINE 8 THE MEDICARE SHORTFALL OF ($9,464,959) REPORTED IN PART III, LINE 7 WAS CALCULATED BASED ON A COST ACCOUNTING SYSTEM. THIS AMOUNT SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE THE RATES PAID BY MEDICARE DO NOT ACCURATELY REFLECT THE COST OF CARE PROVIDED BY THE HOSPITAL. ACCORDINGLY, THE HOSPITAL MUST SUBSIDIZE THE COST OF CARE PROVIDED TO MEDICARE BENEFICIARIES WITH OTHER REVENUES. SCHEDULE H, PART III, LINE 9B LPCH HAS A DEBT COLLECTION POLICY, WHICH PROVIDES INFORMATION REGARDING THE BILLING AND COLLECTION OF PATIENT DEBT, INCLUDING PATIENTS WHO QUALIFY UNDER FINANCIAL ASSISTANCE. THIS POLICY COMPLIES WITH CALIFORNIA HEALTH SAFETY CODE AND THE FEDERAL PATIENT PROTECTION AND AFFORDABLE CARE ACT. A. LPCH WILL PURSUE PAYMENT FOR DEBTS OWED FOR HEALTH CARE SERVICES PROVIDED BY LPCH ACCORDING TO LPCH POLICY AND PROCEDURES. THE PROCEDURES FOR ASSIGNMENT TO COLLECTIONS/BAD DEBT WILL BE APPLICABLE TO ALL LPCH GUARANTORS. B. LPCH WILL COMPLY WITH RELEVANT FEDERAL AND STATE LAWS AND REGULATIONS IN THE ASSIGNMENT OF BAD DEBT. C. ALL PATIENT ACCOUNT BALANCES THAT MEET THE FOLLOWING CRITERIA ARE ELIGIBLE FOR PLACEMENT WITH A COLLECTION AGENCY: 1. LPCH HAS MADE ATTEMPTS TO COLLECT PAYMENT USING REASONABLE COLLECTION EFFORTS. LPCH WILL ATTEMPT TO MAIL FOUR (4) GUARANTOR STATEMENTS AFTER THE DATE OF DISCHARGE FROM OUTPATIENT OR INPATIENT CARE, WITH A FINAL 10 DAY NOTICE APPEARING ON THE FOURTH GUARANTOR STATEMENT, INDICATING THE ACCOUNT MAY BE PLACED WITH A COLLECTION AGENCY. ALL BILLING STATEMENTS INCLUDE A NOTICE ABOUT THE LPCH FINANCIAL ASSISTANCE/CHARITY CARE POLICY. 2. ACCOUNTS WITH A "RETURNED MAIL" STATUS ARE ELIGIBLE FOR COLLECTIONS ASSIGNMENT AFTER ALL GOOD FAITH EFFORTS HAVE BEEN DOCUMENTED AND EXHAUSTED. 3. IF A PATIENT CURRENTLY HAS OTHER ACCOUNTS THAT ARE OPEN OR UNRESOLVED BAD DEBT BALANCES, LPCH RESERVES THE RIGHT TO SEND ACCOUNTS TO COLLECTIONS EARLIER. 4. LPCH WILL SUSPEND ANY AND ALL COLLECTION ACTIONS IF A COMPLETED FINANCIAL ASSISTANCE APPLICATION, INCLUDING ALL REQUISITE SUPPORTING DOCUMENTATION, IS RECEIVED. FURTHER, IF LPCH DETERMINES THE INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE, IT WILL PROMPTLY REFUND ANY OVERPAID AMOUNTS. D. AS STATED IN LPCH'S FINANCIAL ASSISTANCE/CHARITY CARE POLICY, A PATIENT WHO QUALIFIES FOR A FINANCIAL HARDSHIP DISCOUNT, MAY NEGOTIATE AN EXTENDED INTEREST-FREE PAYMENT PLAN FOR ANY PATIENT OUT-OF-POCKET FEES. THE PAYMENT PLAN SHALL TAKE INTO ACCOUNT THE PATIENT'S INCOME, ESSENTIAL LIVING EXPENSES, ASSETS, THE AMOUNT OWED, AND ANY PRIOR PAYMENTS. E. IF A GUARANTOR DISAGREES WITH THE ACCOUNT BALANCE, THE GUARANTOR MAY REQUEST THE ACCOUNT BALANCE BE RESEARCHED AND VERIFIED PRIOR TO ACCOUNT ASSIGNMENT TO A COLLECTION AGENCY. SCHEDULE H, PART VI, LINE 2 IN ADDITION TO CONDUCTING A TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENT AND AN ANNUAL IMPLEMENTATION STRATEGY REPORT, LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD ("LPCH") PARTICIPATES IN NUMEROUS OTHER ENDEAVORS THAT SEEK TO INFORM OUR ASSESSMENT OF THE OVERALL HEALTH OF THE COMMUNITY WE SERVE. THOSE ENDEAVORS ARE LISTED BELOW: 1) LPCH IS A MEMBER OF TWO COLLABORATIVE GROUPS THAT SEEK TO IDENTIFY AND ADDRESS COMMUNITY HEALTH NEEDS AS THEIR MAIN FUNCTION: HEALTHY COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY, AND SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION. 2) LPCH HAS DEDICATED COMMUNITY BENEFIT STAFF THAT ACTIVELY ENGAGE WITH COMMUNITY NONPROFITS AND PUBLIC HEALTH DEPARTMENTS WORKING ON BOTH PUBLIC HEALTH AND SOCIAL DETERMINANTS OF HEALTH ISSUES. 3) LPCH IS A MEMBER OF MULTIPLE CHAMBERS OF COMMERCE, REGIONAL ECONOMIC DEVELOPMENT ASSOCIATIONS AND SERVICE CLUBS THAT SEEK TO SHARE KNOWLEDGE ABOUT THE OVERALL HEALTH OF OUR COMMUNITY AND TO ADVOCATE FOR CHANGE THAT SEEKS TO IMPROVE THE HEALTH OF OUR COMMUNITY. THE SILICON VALLEY COUNCIL OF NONPROFITS, A NONPROFIT ASSOCIATION THAT ADVOCATES FOR NONPROFIT SERVICES IS ONE EXAMPLE. 4) LPCH HAS DEDICATED ADVOCACY STAFF THAT WORKS WITH COMMUNITY LEADERS, ELECTED OFFICIALS, AND ADVOCACY ORGANIZATIONS IN ORDER TO INFORM OUR UNDERSTANDING OF THE HEALTH OF OUR COMMUNITY AS WELL AS LARGER NATIONWIDE ISSUES. 5) LPCH LEADERSHIP PLAYS PIVOTAL ROLES ON VARIOUS BOARDS AND COMMITTEES IN THE COMMUNITY AND ACROSS THE NATION THAT INFORMS OUR UNDERSTANDING OF THE HEALTH OF OUR COMMUNITY AS WELL AS NATIONWIDE ISSUES. 6) LPCH HAS A DEEP RELATIONSHIP WITH STANFORD UNIVERSITY SCHOOL OF MEDICINE THAT INFORMS OUR UNDERSTANDING OF THE HEALTH OF OUR COMMUNITY AND THE NATION VIA ACCESS TO WORLD-RENOWNED FACULTY AND RESEARCH. 7) LPCH WORKS CLOSELY WITH OUR COMMUNITY BENEFIT GRANT PARTNERS TO UNDERSTAND THE NEEDS OF OUR COMMUNITY. BEGINNING IN FY2016, LPCH WAS DETERMINED TO DEEPEN THE CONNECTION BETWEEN INDIVIDUAL COMMUNITY BENEFIT GRANT PARTNERS IN ORDER TO BETTER UNDERSTAND THEIR WORK WITH UNDERSERVED POPULATIONS. IN ORDER TO DO THIS, WE CREATED A FULL DAY MINI-CONFERENCE WHERE GRANTEES COULD FOCUS ON BUILDING CONNECTIONS AMONG THEMSELVES AND LEARN FROM COMMUNITY HEALTH EXPERTS IN ORDER TO FOSTER DEEPER COMMUNITY COLLABORATION. THE GRANTEE COLLABORATIVE IS NOW AN ANNUAL EVENT AND AN INTEGRAL COMPONENT OF OUR OVERALL COMMUNITY HEALTH IMPROVEMENT EFFORTS. THE CONTENT OF THE DAY CHANGES ANNUALLY BUT THE FOCUS REMAINS ON BUILDING ORGANIZATIONAL SUSTAINABILITY THROUGH SHARING OF BEST PRACTICES, EXPERT-LED PRESENTATIONS AND SMALL GROUP WORKSHOPS. 8) BEGINNING IN FY2017 LPCH INVESTED HEAVILY IN A PROCESS THAT WOULD HELP US BETTER UNDERSTAND THE IMPACT OF OUR COMMUNITY HEALTH IMPROVEMENT EFFORTS ON THE UNDERSERVED MEMBERS OF OUR COMMUNITY. WE PARTNERED WITH PUBLIC HEALTH EXPERTS TO EVALUATE OUR CURRENT EFFORTS AND TO IMPROVE OUR DATA COLLECTION PROCESSES AND REPORTING. 9) BEGINNING IN FY19, LPCH BEGAN OFFERING TECHNICAL SUPPORT ASSISTANCE TO ITS COMMUNITY INVESTMENTS GRANTS PROGRAM MEMBER ORGANIZATIONS IN ORDER TO HELP BUILD ORGANIZATIONAL SUSTAINABILITY OVER THE LONG TERM. 10) IN FY20, LPCH SURVEYED COMMUNITY PARTNERS, GRANTEES, LOCAL LEADERS AND COMMUNITY STAKEHOLDERS IN ORDER TO BETTER UNDERSTAND THE IMPACTS OF COVID-19 AND THE ACCOMPANYING ECONOMIC CHALLENGES. THAT COMMUNITY INPUT HELPED LPCH BUILD A COVID-19 COMMUNITY RESPONSE PLAN THAT FOCUSED ON PROVIDING ESSENTIAL NEEDS SUPPORT TO DISADVANTAGED FAMILIES AND CHILDREN IN OUR COMMUNITY. 11) IN FY21, LPCH MAINTAINED CLOSE RELATIONSHIPS TO COMMUNITY PARTNERS, GRANT RECIPIENTS, LOCAL LEADERS, AND COMMUNITY STAKEHOLDERS IN ORDER TO UNDERSTAND BETTER THE IMPACTS OF COVID-19 AND THE EFFECTS IT HAS HAD ON THE SOCIAL DETERMINANTS OF HEALTH IN OUR COMMUNITY. THOSE EFFORTS RESULTED IN A DEEPER UNDERSTANDING OF HOW THE COMMUNITY'S NEEDS HAVE CHANGED OR DEEPENED OVER THE PAST YEAR. SCHEDULE H, PART VI, LINE 3 THE FINANCIAL COUNSELING DEPARTMENT WORKS DIRECTLY WITH ANY PATIENT WHO EXPRESSES QUESTIONS OR CONCERNS ABOUT THEIR ABILITY TO PAY FOR SERVICES. FURTHER, FINANCIAL ASSISTANCE POLICIES ARE POSTED AND AVAILABLE IN ALL PATIENT CHECK-IN AREAS, ONLINE, AND ON PATIENT BILLING CORRESPONDENCE. ALL PATIENT SCHEDULING, REGISTRATION, CHECK-IN, AND CUSTOMER SERVICE STAFF ARE EDUCATED ON POLICIES AND ARE TRAINED TO DIRECT PATIENTS TO THE FINANCIAL COUNSELING DEPARTMENT. A. PUBLIC NOTICE CONCERNING THE AVAILABILITY OF FINANCIAL ASSISTANCE UNDER THE FINANCIAL ASSISTANCE POLICY IS GIVEN BY THE FOLLOWING MEANS: 1. NOTICES ARE POSTED IN VISIBLE LOCATIONS WHERE THERE ARE HIGH VOLUMES OF INPATIENT AND/OR OUTPATIENT ADMITTING/REGISTRATIONS, BILLING OFFICES, ADMITTING OFFICES AND HOSPITAL OUTPATIENT SERVICE SETTINGS. 2. POSTED NOTICES EXPLAIN THAT LPCH HAS A VARIETY OF OPTIONS AVAILABLE INCLUDING FINANCIAL ASSISTANCE AND DISCOUNTS TO PATIENTS WHO ARE UNINSURED AND UNDERINSURED. 3. NOTICES INCLUDE A CONTACT TELEPHONE NUMBER. A PATIENT CAN CALL TO OBTAIN MORE INFORMATION ABOUT THE POLICY AND TO APPLY FOR FINANCIAL ASSISTANCE. B. THE LPCH WEBSITE INCLUDES AN EXPLANATION OF THE FINANCIAL ASSISTANCE/CHARITY CARE POLICY, THE DEBT COLLECTION POLICY, FINANCIAL ASSET APPLICATION, FINANCIAL ASSISTANCE PLAN LANGUAGE SUMMARY, THE UNINSURED PATIENT DISCOUNT POLICY, THE AVAILABILITY OF SUCH ASSISTANCE AND DISCOUNTS, AND A TELEPHONE NUMBER. C. LPCH BILLING STATEMENTS INFORM THE PATIENT THAT FINANCIAL ASSISTANCE IS AVAILABLE BY CONTACTING THE LPCH CUSTOMER SERVICE CENTER. SCHEDULE H, PART VI, LINE 4 BECAUSE OF OUR INTERNATIONAL REPUTATION FOR PROVIDING OUTSTANDING CARE TO BABIES, CHILDREN, ADOLESCENTS AND EXPECTANT MOTHERS, LPCH SERVES PATIENTS AND THEIR FAMILIES AROUND THE ENTIRE SAN FRANCISCO BAY AREA. IN THE 10-COUNTY NORTHERN CALIFORNIA AREA, LPCH RANKS FIRST FOR PEDIATRICS, WITH 11 PERCENT MARKET SHARE, AND FIFTH FOR OBSTETRICS, WITH 5 PERCENT MARKET SHARE (2017 OSHPD). HOWEVER, OUR 2017 DISCHARGE DATA SHOW THAT MORE THAN HALF (58 PERCENT) OF LPCH INPATIENT PEDIATRIC CASES (EXCLUDING NORMAL NEWBORNS) AND 87 PERCENT OF OBSTETRICS CASES COME FROM SANTA CLARA AND SAN MATEO COUNTIES. SO, FOR PURPOSES OF OUR COMMUNITY BENEFIT INITIATIVES, LPCH HAS IDENTIFIED THESE TWO COUNTIES AS ITS TARGET COMMUNITY. OUR HOSPITAL RANKS FIRST IN MARKET SHARE (25 PERCENT) FOR PEDIATRICS AND THIRD FOR OBSTETRICS (13 PERCENT) IN OUR PRIMARY SERVICE AREA. SANTA CLARA COUNTY COMPRISES 18 CITIES AND LARGE AREAS OF UNINCORPORATED RURAL LAND. IN 2017, APPROXIMATELY 1.94 MILLION PEOPLE LIVED IN THE COUNTY, MAKING IT THE SIXTH LARGEST COUNTY IN CALIFORNIA BY POPULATION. SAN JOSE IS ITS LARGEST CITY, WITH OVER 1.03 MILLION PEOPLE (53 PERCENT OF THE TOTAL). NEARLY 17 PERCENT OF SANTA CLARA COUNTY'S RESIDENTS ARE UNDER THE AGE OF 18, AND 12 PERCENT ARE 65 YEARS OR OLDER. THE MEDIAN AGE IS 36.8 YEARS OLD. SAN MATEO COUNTY COMPRISES 19 CITIES AND MORE THAN TWO DOZEN UNINCORPORATED TOWNS AND AREAS. IT IS FAR LESS POPULOUS THAN SANTA CLARA COUNTY, WITH APPROXIMATELY 771,410 RESIDENTS IN 2017. DALY CITY IS SAN MATEO COUNTY'S LARGEST CITY BY POPULATION, WITH OVER 107,000 PEOPLE (14 PERCENT OF THE TOTAL). NEARLY 22 PERCENT OF THE COUNTY'S RESIDENTS ARE UNDER THE AGE OF 18, AND 15 PERCENT ARE 65 YEARS OR OLDER. THE MEDIAN AGE IS 39.5 YEARS OLD. IN BOTH COUNTIES, RESIDENTS AGED 0-14 MAKE UP ABOUT A QUARTER OF THE POPULATION, WHICH IS SIMILAR TO THE STATE, AS SHOWN IN THE CHART BELOW. THE PERCENTAGE OF WOMEN AGED 15-50 WHO HAVE GIVEN BIRTH IS 5 PERCENT IN BOTH COUNTIES AND IN CALIFORNIA (APPROXIMATELY 24,000 BIRTHS IN 2015). THE ETHNIC MAKEUP OF BOTH COUNTIES IS EXTREMELY DIVERSE. RACE/ETHNICITY SANTA CLARA COUNTY SAN MATEO COUNTY TOTAL PERCENTAGE OF COUNTY TOTAL PERCENTAGE OF COUNTY WHITE 50.8 57.8 ASIAN 37.2 30.1 LATINX (OF ANY RACE) 26.3 25.1 BLACK/AFRICAN AMERICAN 3.4 3.4 AMERICAN INDIAN/ALASKAN NATIVE 1.3 1.0 NATIVE HAWAIIAN/PACIFIC ISLANDER 0.8 2.0 SOME OTHER RACE 11.7 11.3 TWO OR MORE RACES 4.8 5.0 MORE THAN 33 PERCENT OF RESIDENTS IN SANTA CLARA AND SAN MATEO COUNTIES ARE FOREIGN-BORN, AND ABOUT 10 PERCENT LIVE IN LINGUISTICALLY ISOLATED HOUSEHOLDS. THE LATTER IS MARKED BY WIDE GEOGRAPHIC DIFFERENCES. FOR EXAMPLE, IN SANTA CLARA COUNTY LESS THAN 1 PERCENT OF THE POPULATION IN LEXINGTON HILLS IS LINGUISTICALLY ISOLATED, COMPARED WITH MORE THAN 50 PERCENT IN THE ALUM ROCK NEIGHBORHOOD OF SAN JOSE. IN SAN MATEO COUNTY, LESS THAN 1 PERCENT OF THE POPULATION IN PARTS OF WOODSIDE LIVES IN LINGUISTICALLY ISOLATED HOUSEHOLDS, COMPARED WITH MORE THAN 50 PERCENT IN PARTS OF DALY CITY, SOUTH SAN FRANCISCO, AND REDWOOD CITY/NORTH FAIR OAKS. INCOME, AS A KEY SOCIAL DETERMINANT, HAS A SIGNIFICANT IMPACT ON HEALTH OUTCOMES. OUR COMMUNITY NOT ONLY EARNS ONE OF THE HIGHEST ANNUAL MEDIAN INCOMES IN THE U.S., BUT ALSO BEARS SOME OF THE HIGHEST COSTS OF LIVING. MEDIAN HOUSEHOLD INCOMES ARE $101,173 IN SANTA CLARA COUNTY AND $98,546 IN SAN MATEO COUNTY, BOTH FAR HIGHER THAN CALIFORNIA'S $63,783. YET THE CALIFORNIA SELF-SUFFICIENCY STANDARD, SET BY THE INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT, INDICATES ABOUT 30 PERCENT OF HOUSEHOLDS IN SANTA CLARA AND SAN MATEO COUNTIES ARE UNABLE TO MEET THEIR BASIC NEEDS. (THE 2018 STANDARD FOR A TWO-ADULT FAMILY WITH TWO CHILDREN WAS NEARLY $107,000 IN SANTA CLARA COUNTY AND $126,000 IN SAN MATEO COUNTY.) IN BOTH COUNTIES, ABOUT ONE IN FIVE RESIDENTS LIVES BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL, AND ABOUT ONE-THIRD OF CHILDREN ARE ELIGIBLE FOR FREE OR REDUCED-PRICE LUNCH. HOUSING COSTS ARE HIGH: IN 2018, THE MEDIAN HOME PRICE WAS $1.3 MILLION, AND THE MEDIAN RENT WAS $3,600 PER MONTH IN SANTA CLARA COUNTY; THIS COMPARES TO $1.4 MILLION AND $4,150 PER MONTH IN SAN MATEO COUNTY. AT LEAST ONE IN 13 PEOPLE IN OUR COMMUNITY IS UNINSURED. THE MINIMUM WAGE WAS $13-$13.50 PER HOUR IN 2018, WHERE SELF-SUFFICIENCY REQUIRES AN ESTIMATED $50-$60 PER HOUR. THE CALIFORNIA SELF-SUFFICIENCY STANDARD DATA SHOWS A 25 PERCENT INCREASE IN THE COST OF LIVING IN BOTH COUNTIES BETWEEN 2015 AND 2018, WHILE THE U.S. BUREAU OF LABOR STATISTICS REPORTS ONLY A 4 PERCENT PER YEAR AVERAGE INCREASE IN WAGES IN THE SAN JOSE-SAN FRANCISCO-OAKLAND METROPOLITAN AREA DURING THAT TIME PERIOD. IN 2018, THE INSIGHT CENTER PUBLISHED THE COST OF BEING CALIFORNIAN, WHICH CITES SIGNIFICANT INCOME, ETHNIC, AND GENDER DISPARITIES STATEWIDE. SOME KEY FINDINGS OF THAT REPORT: - CALIFORNIA HOUSEHOLDS OF COLOR ARE TWICE AS LIKELY AS WHITE HOUSEHOLDS TO LACK ADEQUATE INCOME TO MEET BASIC NEEDS. - 52 PERCENT OF LATINX HOUSEHOLDS IN CALIFORNIA STRUGGLE TO MEET ESSENTIAL NEEDS COMPARED WITH 23 PERCENT OF WHITE HOUSEHOLDS. - CALIFORNIA HOUSEHOLDS OF COLOR MAKE UP 57 PERCENT OF ALL HOUSEHOLDS STATEWIDE BUT 72 PERCENT OF HOUSEHOLDS THAT FALL BELOW THE CALIFORNIA SELF-SUFFICIENCY STANDARD. - WOMEN IN CALIFORNIA ARE MORE ECONOMICALLY DISADVANTAGED THAN MEN ACROSS MANY FACTORS, INCLUDING LOWER PAY, TAKING UNPAID TIME TO CARE FOR CHILDREN OR FAMILY MEMBERS, UNDEREMPLOYMENT, AND OCCUPATIONAL SEGREGATION. - HAVING CHILDREN NEARLY DOUBLES THE CHANCE OF LIVING BELOW CALIFORNIA SELF-SUFFICIENCY STANDARD. POLICY CHANGES ARE NEEDED TO INCREASE WAGES, INSTITUTE COMPREHENSIVE PAID FAMILY LEAVE, CURB RISING HOUSING COSTS AND ESTABLISH UNIVERSAL CHILD CARE. SCHEDULE H, PART VI, LINE 5 LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD ("LPCH") MAKES ANNUAL COMMUNITY INVESTMENT GRANTS TO COMMUNITY NONPROFITS WORKING ON SIGNIFICANT HEALTH NEEDS AS DETERMINED BY THE MOST RECENT CHNA. IN ADDITION, THE HOSPITAL MAKES SIGNIFICANT INVESTMENTS THAT PROMOTE THE HEALTH OF THE COMMUNITY. THESE PROGRAMS ARE FULLY DESCRIBED IN THE FY2020 COMMUNITY BENEFIT REPORT AND FY21 IMPLEMENTATION PLAN FILED FEBRUARY 2020 WITH THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT. A THOROUGH ACCOUNTING OF THE HOSPITAL'S EFFORTS TO PROMOTE COMMUNITY HEALTH CAN BE READ IN THE REPORT, WHICH IS AVAILABLE AT HTTPS://WWW.STANFORDCHILDRENS.ORG/EN/ABOUT/GOVERNMENT-COMMUNITY/BENEFITS-R EPORTS. BELOW IS A LISTING OF LPCH'S SERVICES AND ACTIVITIES THAT PROMOTE THE HEALTH OF THE COMMUNITY WE SERVE: HEALTH PROFESSIONS EDUCATION THE HOSPITAL IS A MAJOR EMPLOYER IN THE COMMUNITY IT SERVES AND, AS AN ACADEMIC MEDICAL CENTER, INVESTS SIGNIFICANTLY IN TRAINING THE HEALTH-CARE PROFESSIONALS OF THE FUTURE. THE HOSPITAL IS A MAJOR PROVIDER OF TRAINING FOR RESIDENT PHYSICIANS, FELLOWS AND MEDICAL STUDENTS, NURSES, AND ALLIED HEALTH PROFESSIONS FROM AROUND THE REGION FROM VARIOUS ORGANIZATIONS. THE HOSPITAL PROVIDES ANNUAL FUNDING FOR PEDIATRIC RESIDENTS ADVOCACY AND COMMUNITY HEALTH TRAINING AND PARTICIPATES IN STATE AND NATIONAL COLLABORATIVE WORKING ON MATERNAL AND PEDIATRIC HEALTH. COMMUNITY HEALTH IMPROVEMENT THE HOSPITAL CONDUCTS MULTIPLE PROGRAMS THAT ARE OFFERED AT NO COST TO COMMUNITY MEMBERS AND SEEKS TO IMPROVE THE HEALTH AND HEALTH KNOWLEDGE OF THE COMMUNITY. THESE ACTIVITIES INCLUDE DIRECT MEDICAL SERVICES FOR IMPOVERISHED TEENS, CHILD SAFETY PROGRAMS, COMMUNITY HEALTH LECTURES AND SEMINARS, ONGOING RESEARCH IN THE AREAS OF CHILD AND MATERNAL HEALTH, ETC. COMMUNITY HEALTH IMPROVEMENT GRANTS AT LPCH WE BELIEVE THAT WE CAN IMPACT THE HEALTH OF OUR COMMUNITY ON AN EVEN DEEPER LEVEL WHEN WE PARTNER WITH EXISTING COMMUNITY-BASED ORGANIZATIONS THAT ARE WORKING ON SHARED HEALTH INITIATIVES. WE ARE DEDICATED TO INVESTING IN LOCAL NONPROFITS THROUGH OUR COMMUNITY HEALTH IMPROVEMENT GRANTS PROGRAM. ANNUALLY, WE FUND A WIDE ARRAY OF PROGRAMS AND PROJECTS SEEKING TO IMPROVE THE HEALTH OF OUR COMMUNITY. COMMUNITY BUILDING ACTIVITIES THE HOSPITAL PARTICIPATES IN A MYRIAD OF COMMUNITY BUILDING ACTIVITIES THAT SEEK TO IMPROVE THE COMMUNITY'S HEALTH AND SAFETY. THESE SERVICES AND ACTIVITIES ARE EITHER PROVIDED BY THE HOSPITAL ITSELF OR INVOLVE SUPPORT FOR COMMUNITY ORGANIZATIONS WORKING IN THE AREAS OF: POVERTY, HOMELESSNESS, ECONOMIC DEVELOPMENT, ETC. HOSPITAL LEADERSHIP ALSO VOLUNTEERS THEIR EXPERTISE ON MULTIPLE COMMUNITY NONPROFIT BOARDS WORKING TO IMPROVE THE HEALTH OF THE COMMUNITY. THE HOSPITAL ALSO SUPPORTS LOCAL EMERGENCY MANAGEMENT EFFORTS, SUPPORTS ECONOMIC DEVELOPMENT IN THE REGION THROUGH TRANSPORTATION AND HOUSING ADVOCACY, AND ADVOCATES FOR CHILDREN'S HEALTH ISSUES. ACADEMIC MEDICAL CENTER - RESEARCH LPCH IS PART OF STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE WEST COAST'S OLDEST MEDICAL SCHOOL AND WORLDWIDE LEADER IN PATIENT CARE, EDUCATION, RESEARCH, AND INNOVATION. LPCH IS PROUD TO BE THE PRIMARY TEACHING HOSPITAL OF STANFORD UNIVERSITY SCHOOL OF MEDICINE-ONE OF THE TOP RANKED ACADEMIC MEDICAL INSTITUTIONS IN THE COUNTRY. THROUGHOUT HISTORY, STANFORD UNIVERSITY SCHOOL OF MEDICINE HAS BEEN HOME TO CUTTING-EDGE MEDICAL ADVANCES, INCLUDING THE FIRST SUCCESSFUL ADULT HUMAN HEART TRANSPLANT IN THE COUNTRY AND THE FIRST COMBINED HEART-LUNG TRANSPLANT IN THE WORLD. LUCILE PACKARD CHILDREN'S HOSPITAL STANFORD FUNDS ONGOING RESEARCH THROUGH STANFORD UNIVERSITY SCHOOL OF MEDICINE THAT SEEKS TO IMPROVE THE HEALTH OF OUR COMMUNITY. SCHEDULE H, PART VI, LINE 7 LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD ("LPCH") FILES AN ANNUAL COMMUNITY BENEFIT REPORT AND IMPLEMENTATION PLAN WITH THE CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT AS REQUIRED BY STATE LAW, SB 697 (TORRES, 1994). true JUVENILE DIABETES RESEARCH FOUNDATION 26 BROADWAY 15TH FL NEW YORK NY 10004 231907729 501(C)(3) 10000 TO ACCELERATE BREAKTHROUGHTS TO CURE, PREVENT AND TREAT TYPE I DIABETES COMMITTEE TO SAVE CALTRAIN YES 1787 TRIBUTE RD STE K SACRAMENTO CA 958154404 946000532 501(C)(4) 10000 To rescue Caltrain, relieve traffic and reduce pollution. LEGAL AID SOCIETY OF SAN MATEO COUNTY 330 TWIN DOLPHIN DR REDWOOD CITY CA 94065 941451894 501(C)(3) 75000 SUPPORT TO IMPROVE ACCESS TO PRIMARY HEALTHCARE SERVICES MARCH OF DIMES 1101 S WINCHESTER BLVD SAN JOSE CA 95128 131846366 501(C)(3) 60000 SUPPORT MARCH OF DIMES EVENTS POSITIVE COACHING ALLIANCE 1001 N RENGSTORFF AVE SUITE 100 MOUNTAIN VIEW CA 94043 770485946 501(C)(3) 10500 Be a catalyst for a positive youth sports culture in all communities across the U.S. All youth can benefit from a positive, inclusive sports culture that develops social and emotional skills, molds character and prepares them for competition and for life. PUENTE DE LA COSTA SUR 620 NORTH STREET PESCADERO CA 94060 371484262 501(C)(3) 85000 SUPPORT TO IMPROVE ACCESS TO PRIMARY HEALTHCARE SERVICES SANTA CRUZ COMMUNITY HEALTH CENTERS 125 WATER ST STE A-2 SANTA CRUZ CA 95060 237428303 501(C)(3) 65000 SUPPORT TO IMPROVE ACCESS TO PRIMARY HEALTHCARE SERVICES TEEN SUCCESS INC 508 VALLEY WAY MILPITAS CA 95035 450702884 501(C)(3) 55000 EMPOWERS YOUNG MOTHERS TO GRADUATE HIGH SCHOOL AND BREAK OUT OF THE CYCLE OF POVERTY FOR THEMSELVES AND THEIR CHILDREN. JOINT VENTURE SILICON VALLEY NETWORK 100 W SAN FERNANDO ST STE 310 SAN JOSE CA 951131810 770389802 501(C)(3) 30000 SUPPORT THE HEALTH PROGRAM EDUCATION TO REDUCE PEDIATRIC OBESITY ROOTS COMMUNITY HEALTH CENTER 7272 MACARTHUR BLVD OAKLAND CA 946052533 262583954 501(c)(3) 50000 Founded in Oakland, California, the mission of Roots Community Health Center is to uplift those impacted by systemic inequities and poverty. We accomplish this through medical and behavioral health care, health navigation, workforce enterprises, housing, outreach, and advocacy. RAVENSWOOD FAMILY HEALTH CENTER 1885 BAY ROAD EAST PALO ALTO CA 94303 943372130 501(c)(3) 50000 TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY BY PROVIDING PREVENTATIVE HEALTH CARE TO PEOPLE OF ALL AGES REGARDLESS OF ABILITY TO PAY. ADOLESCENT COUNSELING SERVICES 643 BAIR ISLAND ROAD STE 301 REDWOOD CITY CA 94063 510192551 501(C)(3) 100000 EMPOWER YOUTH IN OUR COMMUNITY TO FIND THEIR WAY THROUGH SOCIAL-EMOTIONAL SUPPORT AND BY BUILDING SAFE, ACCEPTING COMMUNITIES. FRESH APPROACH 5060 COMMERCIAL CIR STE C CONCORD CA 94520 262438206 501(C)(3) 60000 CREATE LONG-TERM CHANGE IN LOCAL FOOD SYSTEMS, BY CONNECTING CALIFORNIA COMMUNITIES WITH HEALTHY FOOD FROM CALIFORNIA FARMERS AND EXPANDING KNOWLEDGE ABOUT FOOD AND NUTRITION. ACKNOWLEDGE ALLIANCE 2483 OLD MIDDLEFIELD WAY STE 201 MOUNTAIN VIEW CA 94043 770393676 501(C)(3) 40000 PROMOTE POSITIVE SCHOOL CLIMATE AND WELL BEING OF STUDENTS BY INCREASING AWARENESS OF SOCIAL AND EMOTIONAL ISSUES AMONG STUDENTS MY DIGITAL TAT2 INC 190 SOUTHWOOD DR PALO ALTO CA 943013134 812905686 501(C)(3) 40000 EMPOWER STUDENTS, FAMILIES, AND EDUCATORS TO UNDERSTAND THE POWER OF TECHNOLOGY AND THE IMPACT OF THEIR ONLINE PRESENCE. SONRISAS DENTAL HEALTH INC 430 N EL CAMINO REAL SAN MATEO CA 94401 943390196 501(C)(3) 40000 A NON-PROFIT DENTAL CENTER DEDICATED TO PROVIDING ACCESS TO QUALITY DENTAL CARE AND ORAL HEALTH EDUCATION TO OUR COMMUNITY. WE PROVIDE THESE SERVICES WITH DIGNITY, RESPECT AND COMPASSION. JACOBS HEART CHILDREN'S CANCER SUPPORT SERVICES 680 WEST BEACH STREET WATSONVILLE CA 95076 680413822 501(C)(3) 60000 Jacob's Heart Children's Cancer Support Services provides family-centered care that addresses the emotional, practical and financial struggles for families of children and teens during treatment, families experiencing anticipatory grief and those who are bereaved. HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNT 1800 Green Hills Road Suite 100 Scotts Valley CA 95066 010826156 501(C)(3) 20000 Integrate behavioral health across care settings, decreasing prescription opioid related deaths and improving care coordination for the most vulnerable and complex patients. 17 1 SCHEDULE I, PART I, LINE 2 IN ADDITION TO ALL OTHER RELEVANT COMMUNITY BENEFIT SERVICES AND ACTIVITIES, LPCH ACTIVELY FUNDS GRANTS TO LOCAL COMMUNITY BASED ORGANIZATIONS WORKING TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY. THE MAJORITY OF GRANTS ARE MADE TO ORGANIZATIONS WORKING TO IMPROVE HEALTH NEEDS IDENTIFIED THROUGH THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT AND PRIORITIZED BY THE HOSPITAL. ADDITIONAL GRANTS ARE, AT TIMES, MADE TO ORGANIZATIONS WORKING TO ADDRESS HEALTH NEEDS THAT HAVE BEEN IDENTIFIED BY OTHER RESEARCH OR DATA. RATHER THAN CONDUCTING A REQUEST FOR PROPOSAL GRANT PROCESS, LPCH IDENTIFIES AND SOLICITS COMMUNITY ORGANIZATIONS TO APPLY FOR GRANTS, PARTICIPATE IN A GRANT SELECTION PROCESS, AND THEN BE "AWARDED" A GRANT THROUGH AN INTERNAL PROCESS. THIS INTERNAL PROCESS IS GUIDED BY BOTH HOSPITAL LEADERSHIP AND A COMMUNITY ADVISORY BOARD. WHEN SELECTING WHICH ORGANIZATIONS TO GRANT FUNDS THE HOSPITAL CONSULTS ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") IN ORDER TO IDENTIFY PRIORITY COMMUNITY HEALTH NEEDS. LPCH THEN IDENTIFIES COMMUNITY ORGANIZATIONS THAT ARE WORKING IN AN ARENA THAT FOCUSES ON ONE OR MORE OF THE CHNA IDENTIFIED COMMUNITY HEALTH NEEDS, IDENTIFIES EXISTING PROJECTS THAT POSE AN OPPORTUNITY FOR PARTNERSHIP AND HAVE THE POTENTIAL TO POSITIVELY IMPACT COMMUNITY HEALTH AND THEN INVITES THE COMMUNITY BASED ORGANIZATION TO APPLY FOR A COMMUNITY HEALTH IMPROVEMENT GRANT, AND IF APPROVED, COMMITS FUNDING TO IT. OR, THE HOSPITAL MAY DESIGN, TOGETHER WITH A COMMUNITY ORGANIZATION, A PROJECT THAT ADDRESSES AN IDENTIFIED NEED AND THEN COMMIT FUNDS TO THAT PROJECT. ANY ORGANIZATION RECEIVING LPCH COMMUNITY INVESTMENT FUNDING MUST BE A 501C(3) ORGANIZATION OR GOVERNMENT ORGANIZATION LOCATED IN THE HOSPITAL'S PRIMARY OR SECONDARY SERVICE AREA THAT SHARES THE HOSPITAL'S COMMUNITY BENEFIT MISSION OF IMPROVING THE HEALTH STATUS OF LOCAL CHILDREN, ADOLESCENTS OR PREGNANT WOMEN WITH A FOCUS ON SERVING THE COMMUNITY'S MOST VULNERABLE. IN COLLABORATION WITH THE GRANTEE ORGANIZATION'S LEADERSHIP, GRANT GOALS AND METRICS ARE DETERMINED ANNUALLY PRIOR TO FUNDING BEING AWARDED. A PROGRESS REPORT IS REQUIRED AT SIX MONTHS AND ACCOMPANIED BY A MID-YEAR PROGRESS CONFERENCE CALL, A SITE VISIT IS CONDUCTED IF APPROPRIATE, AND A FINAL ANNUAL REPORT OUTLINING PROGRESS TOWARDS THE AGREED UPON GOALS IS REQUIRED AT THE END OF THE FUNDING CYCLE. IN ADDITION, A GRANT AGREEMENT ACCOMPANIES EACH FUNDING AWARD THAT CLEARLY ARTICULATES THE ALLOWED USAGE OF THE FUNDS AND THE RESTRICTED NATURE OF THOSE FUNDS. WE ALSO INVEST HEAVILY IN COMMUNITY BENEFIT STRATEGIC PLANNING SERVICES LED BY PUBLIC HEALTH EXPERTS WITH YEARS OF EXPERIENCE IN COMMUNITY HEALTH IMPROVEMENT. LPCH GRANT MAKING DECISIONS RECEIVE OVERSIGHT FROM BOTH THE COMMUNITY BENEFIT ADVISORY COUNCIL, COMPRISED OF COMMUNITY LEADERS AND EXPERTS, AS WELL AS THE LPCH BOARD OF DIRECTORS. BOTH THE COMMUNITY BENEFIT ADVISORY COUNCIL AND THE LPCH BOARD OF DIRECTORS MEET QUARTERLY THROUGHOUT THE YEAR TO REVIEW COMMUNITY BENEFIT ACTIVITIES AND SPENDING. LPCH HAS DEDICATED COMMUNITY BENEFIT STAFF WHO, UNDER THE DIRECTION OF THE SENIOR VICE PRESIDENT AND CHIEF GOVERNMENT RELATIONS OFFICER, CONDUCTS OVERSIGHT OF ALL GRANTEE ORGANIZATIONS THROUGHOUT THE GRANT YEAR. LPCH ALSO PROVIDES SMALLER FINANCIAL SUPPORT (LESS THAN $25,000) TO NOT-FOR-PROFIT ORGANIZATIONS SERVING CHILDREN, ADOLESCENTS AND PREGNANT WOMEN TO SUPPORT THEIR PROGRAM OR TO PRESENT SYMPOSIA, SEMINARS OR CONFERENCES. TYPICAL EXAMPLES OF THE HOSPITAL'S ONE-TIME GRANT AWARDS ARE: KIDS IN COMMON'S CHILDREN'S AGENDA 2019 CONFERENCE - AN ANNUAL ADVOCACY CONFERENCE DISCUSSING THE HEALTH AND WELLNESS OF CHILDREN AND ADOLESCENTS IN OUR COMMUNITY; SUPPORT FOR SUMMER LUNCH PROGRAMS TO FEED CHILDREN AND YOUTH WHO OTHERWISE HAVE LITTLE OR NO ACCESS TO FREE SCHOOL LUNCH; FUNDING FOR PEDIATRIC RESIDENTS TO CONDUCT HEALTH IMPROVEMENT PROJECTS IN THE COMMUNITY; AND SO ON. LPCH ALSO PROVIDES FUNDS IN THE $1,000 TO $30,000 RANGE TO SPONSOR BOTH EDUCATIONAL AND FUNDRAISING EVENTS FOR ORGANIZATIONS SUCH AS THE MARCH OF DIMES, RONALD MCDONALD HOUSE, JUVENILE DIABETES RESEARCH FOUNDATION, FEDERALLY QUALIFIED HEALTH CENTERS, ETC. IN FY21, LPCH CONTINUED EFFORTS TO RESPOND TO THE IMPACTS OF COVID-19 AND THE ECONOMIC CHALLENGES IT HAS POSED FOR MANY IN OUR COMMUNITY. DUE TO THE COMMUNITY INPUT, LPCH MADE ADDITIONAL INVESTMENTS IN THE COMMUNITY IN ORDER TO IMPROVE SOME OF THE NEGATIVE HEALTH AND SOCIAL EFFECTS FACING THE COMMUNITY. THOSE FUNDS WERE DIRECTED TO COMMUNITY-BASED ORGANIZATIONS TO PROVIDE ESSENTIAL NEEDS SUPPORT FOR FAMILIES AND CHILDREN. X X true true X X X X X false true false false false false false true false Cynthia Brandt DIRECTOR (UNTIL 2/2/21) 0 556299 0 139125 0 76845 0 117388 0 9328 0 898985 0 0 James Dunn MD DIRECTOR (UNTIL 2/2/21) 0 615185 0 395608 0 28360 0 22800 0 56074 0 1118027 0 0 David Entwistle DIRECTOR 0 1928772 0 2077017 0 354924 0 361427 0 51033 0 4773173 0 296675 Paul King DIR., PRES & CEO 1090236 0 512835 0 47334 0 231117 0 19895 0 1901417 0 0 0 Mary Leonard MD DIRECTOR 0 476537 0 351658 0 0 0 28500 0 1934 0 858629 0 0 Randy Livingston DIRECTOR 0 752069 0 0 0 70848 0 329833 0 32822 0 1185572 0 0 Dennis P Lund MD DIRECTOR/CMO 0 410562 0 485276 0 78639 0 26425 0 39910 0 1040812 0 0 Lloyd B Minor MD DIRECTOR 0 1565758 0 250000 0 110891 0 328500 0 34650 0 2289799 0 0 Dana Haering EVP & CFO 680989 0 157750 0 258014 0 52450 0 16872 0 1166075 0 137520 0 Cameron D'alpe CAO PHYSICIAN PRAC & CEO PCHA 418385 0 75092 0 119708 0 48295 0 15683 0 677163 0 73452 0 Kristin Petersen VP PROCED & DIAGNOSTIC SERVICE 444879 0 104879 0 39399 0 84161 0 47543 0 720861 0 32639 0 Edward Kopetsky SVP & CIO 565139 0 108132 0 102893 0 55589 0 27869 0 859622 0 0 0 Matt Pearson VP, SHC D&C PRGM MGMT 0 345375 0 71837 0 44739 0 48000 0 41536 0 551487 0 349 RICK MAJZUN EVP & COO 745400 0 159336 0 68614 0 103743 0 47751 0 1124844 0 0 0 PATRICK IDEMOTO EVP & CHIEF STRATEGY OFFICER 464337 0 78620 0 47557 0 67276 0 3487 0 661277 0 0 0 GREGORY HOGUE VP, FINANCE 320475 0 62969 0 14033 0 71977 0 37946 0 507400 0 0 0 Anshul Pande VP & CTO 428058 0 173463 0 66666 0 88267 0 46550 0 803004 0 36616 0 Lisa Grisim VP & ASSOCIATE CIO 454400 0 86729 0 44409 0 90649 0 26982 0 703169 0 33351 0 JANA UHERKOVA-HALE CLINICAL NURSE, OPERATING ROOM 561277 0 1119 0 0 23751 0 27502 0 613649 0 0 0 MARCIE ATCHISON SVP & CHIEF HR OFFICER 406990 0 62573 0 59681 0 38658 0 31366 0 599268 0 0 0 Kelly M Johnson VP PATIENT CARE SERVICES & CNO 151960 0 0 0 9128 0 18825 0 5770 0 185683 0 0 0 Carolyn Ford Hemann VP, AMBULATORY SERVICES 315076 0 60940 0 2159 0 68702 0 21486 0 468363 0 0 0 HELEN WILMOT SHC VP TRNSTN. & STRAT. SPACE 0 423649 0 193503 0 140959 0 34285 0 43832 0 836228 0 680 JILL ANN SULLIVAN SVP - STRAT SPC PLN & GEN SRVS 380372 0 73536 0 11545 0 85029 0 37119 0 587601 0 0 0 SCHEDULE J, PART I, LINE 1A TAX GROSS-UP PAYMENTS TWO OFFICERS, ONE KEY EMPLOYEE, AND ONE FORMER KEY EMPLOYEE RECIEVED LODGING OR RELOCATION BENEFITS. THE VALUE WAS GROSSED UP FOR TAX PURPOSES AND HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B(I). HOUSING ONE OFFICER, THREE KEY EMPLOYEES, ONE FORMER KEY EMPLOYEE, AND TWO HIGHEST COMPENSATED EMPLOYEES RECEIVED HOUSING AS A TAXABLE BENEFIT and THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B LPCH, LPFCH, and STANFORD HEALTH CARE (SHC) PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) THE DATE OF DEATH, PRIOR TO PAYMENT OR FORFEITURE, WITH BENEFITS PAYABLE TO THE BENEFICIARY. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2020: DANA HAERING 225,791 CAMERON D'ALPE 117,920 KRISTIN PETERSEN 34,734 LISA GRISIM 35,491 EDWARD KOPETSKY 69,871 ANSHUL PANDE 38,966 DAVID ENTWISTLE 311,519 HELEN WILMOT 61,115 MATT PEARSON 31,303 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER PLAN ARE INCLUDED ON SCHEDULE J, PART II, COLUMN (C). LLOYD B. MINOR AND RANDY LIVINGSTON PARTICIPATE IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. THESE AMOUNTS APPEAR IN SCHEDULE J, PART II, COLUMN (C). PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. SCHEDULE J, PART I, LINE 7 CERTAIN OFFICERS AND OTHERS AS LISTED IN SCHEDULE J, PART II PARTICIPATE IN SERP, WHICH WAS DESCRIBED ABOVE UNDER SCHEDULE J, PART I, LINE 4b. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. LPCH HAS AN ANNUAL PERFORMANCE INCENTIVE PLAN. PERFORMANCE TARGETS AND PAYOUT METRICS ARE ESTABLISHED AND APPROVED BY THE COMPENSATION COMMITTEE AT THE BEGINNING OF EACH PERFORMANCE CYCLE. CERTAIN INDIVIDUALS ALSO RECEIVED DISCRETIONARY BONUSES RECOMMENDED BY THE CEO AND APPROVED BY THE COMPENSATION COMMITTEE. A CALIFORNIA HEALTH FACILITIES FINANCE AUTHORITY 521643828 13033LWR4 2012-03-21 270684581 SEE PART VI false false false B CALIFORNIA HEALTH FACILITIES FINANCE AUTHORITY 521643828 13033L3G0 2014-05-08 208381669 FINANCE HEALTH FACILITIES false false false C CALIFORNIA HEALTH FACILITIES FINANCE AUTHORITY 521643828 13032UDC9 2016-03-31 206377852 SEE PART VI false false false D CALIFORNIA HEALTH FACILITIES FINANCE AUTHORITY 521643828 13032UPX0 2017-08-17 229068542 FINANCE HEALTH FACILITIES false false false A 0 0 270684581 0 0 0 2687575 0 0 210636980 58857496 0 2018 false true true true B 0 0 208381669 0 0 0 1996822 0 0 206870271 0 0 2018 false false true true C 0 0 206377852 0 0 0 2018933 0 0 113527667 91100236 0 false true true true D 0 0 229068542 0 0 0 2182977 0 0 227083531 0 0 false false false true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false true false false 0 false 0 false true B false true true false 0 false 0 false true C false true false false 0 false 0 false true D false true false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, LINE A, COLUMN (F) FINANCE HEALTH FACILITIES AND REDEMPTION OF 2003 SERIES C BONDS. SCHEDULE K, PART I, LINE C, COLUMN (F) FOR LEGAL DEFEASANCE AND REDEMPTION OF THE 2008 SERIES A, B, C REVENUE BONDS. SCHEDULE K, PART II, LINE 2, COLUMN C (2016 BONDS) THE 2016 BONDS WERE COMPRISED OF SERIES A AND B REVENUE BONDS. PROCEEDS OF THE 2016 SERIES A WERE USED FOR THE LEGAL DEFEASANCE AND REDEMPTION OF THE 2008 SERIES A, B, AND C REVENUE BONDS. PROCEEDS OF THE 2016 SERIES B WERE USED TO FINANCE A PORTION OF THE ONGOING CONSTRUCTION, AND EXPANSION OF THE HOSPITAL, AND TO PAY FOR THE COST OF ISSUANCE. SCHEDULE K, PART II, LINE 15, COLUMN A (2012 BONDS) THE 2012 BONDS WERE COMPRISED OF SERIES A AND B REVENUE BONDS. THE PROCEEDS OF THE 2012 SERIES BONDS WERE USED TO REFUND, ON AN ADVANCED BASIS, THE SERIES 2003C BONDS. SCHEDULE K, PART II, LINE 15, COLUMN C (2016 BONDS) THE PROCEEDS OF THE 2016 SERIES A BONDS WERE USED TO REFUND, ON ADVANCE BASIS, THE 2008 SERIES BONDS. SCHEDULE K, PART IV, LINE 2C, COLUMN A (2012 BONDS) AN ARBITRAGE REBATE ANALYSIS WAS PERFORMED FOR 2012 SERIES A AND B BONDS ON MARCH 29, 2021. NO PAYMENT WAS DUE TO THE IRS FOR THESE BONDS IN FY2021. SCHEDULE K, PART IV, LINE 2C, COLUMN C (2016 BONDS) AN ARBITRAGE REBATE ANALYSIS WAS PERFORMED FOR 2016 SERIES A AND B BONDS MARCH 31, 2021. NO PAYMENT WAS DUE TO THE IRS FOR THESE BONDS IN FY2021. PAUL KING DIRECTOR & OFFICER HOUSING LOAN X 2150000 1750000 false true true CYNTHIA BRANDT DIRECTOR HOUSING LOAN X 1150000 1090000 false true true EDWARD KOPETSKY KEY EMPLOYEE HOUSING LOAN X 350000 122581 false true true RICK MAJZUN COO HOUSING LOAN X 1000000 995833 false true true 3958414 X 72 913579 FMV false false false ORGANIZATION'S PRIMARY EXEMPT PURPOSE FORM 990, PART I, LINE 1 THE SPECIFIC AND PRIMARY PURPOSES OF LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD ("LPCH") ARE TO SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES OF THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY"), INCLUDING ITS SCHOOL OF MEDICINE ("SOM"), AND STANFORD HEALTH CARE ("SHC") BY OPERATING AND MANAGING A CONSOLIDATED MEDICAL FACILITY THAT OFFERS COMPREHENSIVE MEDICAL CARE SERVICES FOR CHILDREN AND ADOLESCENTS AND OBSTETRICAL SERVICES FOR PREGNANT WOMEN AND FURTHERS TEACHING AND RESEARCH IN THE MEDICAL SCIENCES AND OTHER FIELDS RELATING TO THE HEALTH AND WELL-BEING OF INFANTS, CHILDREN, ADOLESCENTS AND PREGNANT WOMEN, IN COOPERATION WITH AND IN SUPPORT OF THE SCHOOL OF MEDICINE AND SHC. FORM 990, PART III, LINE 4A PROGRAM SERVICE DESCRIPTION JOHNSON CENTER EXPENSE $477,398,000 GRANTS $0 REVENUE $484,619,000 THE JOHNSON CENTER FOR PREGNANCY AND NEWBORN SERVICES IS A CENTER OF EXCELLENCE THAT ENCOMPASSES MATERNITY CARE AND HIGH-RISK OBSTETRICS AS WELL AS HEALTHY NEWBORN AND NEONATAL INTENSIVE CARE BUILT UPON A SUCCESSFUL ACADEMIC-COMMUNITY HOSPITAL PARTNERSHIP. WITH STRONG SUPPORT FROM LOCAL PROVIDERS, OBSTETRICIANS IN PRIVATE PRACTICE CONTINUE TO CHOOSE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD TO DELIVER THEIR PATIENTS. THE JOHNSON CENTER'S SERVICES INCLUDE PRENATAL DIAGNOSIS, GENETIC COUNSELING, HIGH RESOLUTION FETAL ULTRASOUND SERVICES, HIGH RISK PRENATAL CARE, DELIVERY, LACTATION AND PARENTING SUPPORT AND NEWBORN INTENSIVE CARE. IN ADDITION, THE BEHAVIORAL-DEVELOPMENTAL PEDIATRICS PROGRAM OFFERS LONG TERM FOLLOW-UP FOR PATIENTS GRADUATING FROM THE NEONATAL INTENSIVE CARE UNIT. THE JOHNSON CENTER ALSO MANAGES SEVERAL CLINICAL OUTREACH SERVICES IN MATERNAL-FETAL MEDICINE, PROVIDING EARLY DIAGNOSIS AND CONSULTATIVE SERVICES FOR HIGH-RISK MATERNITY CARE THROUGHOUT THE REGION, INCLUDING REDWOOD CITY, MOUNTAIN VIEW, FREMONT, SALINAS, MODESTO, AND SANTA CRUZ. ADDITIONALLY, THE FERTILITY AND REPRODUCTIVE HEALTH SERVICES WERE ADDED TO THE JOHNSON CENTER IN FY15. THESE SERVICES RUN THE SPECTRUM OF IUI, IVF, MULTIPLE PREGNANCY LOSS, AND MALE FERTILITY FACTOR CONSIDERATIONS. THE JOHNSON CENTER CONTINUES TO LEAD IN THE DEVELOPMENT AND EVALUATION OF SIMULATION TRAINING, BOTH IN THE LABORATORY AND ON-SITE. SIMULATION TRAINING PROVIDES STAFF AND THE COMMUNITY AN OPPORTUNITY TO LEARN IN A SUPPORTED ENVIRONMENT. IN FISCAL YEAR 2021, THERE WERE 4,950 OBSTETRIC DISCHARGES FROM THE JOHNSON CENTER AND THE AVERAGE LENGTH OF STAY FOR OBSTETRIC PATIENTS WAS 3.3 DAYS. OBSTETRIC PATIENTS FROM THE PRIMARY SERVICE AREA COUNTIES OF SAN MATEO AND SANTA CLARA ACCOUNTED FOR 81 OF CASES, 16 PERCENT OF PATIENTS CAME FROM THE SURROUNDING BAY AREA COUNTIES, AND 3 FROM THE REMAINING CALIFORNIA COUNTIES AND OUT OF STATE. NEONATOLOGY SERVED A TOTAL OF 1,748 INPATIENTS IN FISCAL YEAR 2021 WITH AN AVERAGE LENGTH OF STAY OF 10.8 DAYS. OF THESE INPATIENTS, 69 WERE FROM THE PRIMARY SERVICE AREA, 27 FROM THE SURROUNDING BAY AREA COUNTIES, AND 4 FROM THE REMAINING CALIFORNIA COUNTIES AND OUT OF STATE. FORM 990, PART III, LINE 4B PROGRAM SERVICE DESCRIPTION MOORE CHILDREN'S HEART CENTER EXPENSE $449,462,000 GRANTS $0 REVENUE $583,510,000 THE MOORE CHILDREN'S HEART CENTER'S VISION IS TO BRING TOGETHER PROFESSIONAL AND FACILITY RESOURCES UNDER ONE CENTER OF EXCELLENCE THAT SERVES BOTH OUR LOCAL PATIENTS AND THE GREATER COMMUNITY. WITH A MULTIDISCIPLINARY TEAM SPECIALLY TRAINED TO DIAGNOSE AND TREAT INFANTS, CHILDREN, AND YOUNG ADULTS WITH CONGENITAL AND ACQUIRED HEART DISEASES, THE HEART CENTER CARES FOR CHILDREN REQUIRING SPECIALIZED CARDIOTHORACIC SERVICES ON A NATIONAL AND INTERNATIONAL BASIS, DRAWING PATIENTS FROM ALL OVER CALIFORNIA, AT LEAST 41 DIFFERENT STATES, AND SEVERAL FOREIGN COUNTRIES. THE PROGRAM GOALS ARE AIMED AT CONTINUING THE INTEGRATION AND EXPANSION OF THE CLINICAL, ADMINISTRATIVE, AND ACADEMIC ACTIVITIES TO BETTER SERVE OUR PEDIATRIC POPULATION - CARDIOLOGY, CARDIAC SURGERY, CARDIAC INTENSIVE CARE, CARDIAC ANESTHESIA AND CARDIAC IMAGING. ADDITIONALLY, WE CONTINUE TO FOCUS ON EARLY IDENTIFICATION OF CARDIAC ANOMALIES THROUGH OUR FETAL ECHOCARDIOGRAPHY PROGRAM, IN CONJUNCTION WITH FETAL AND PREGNANCY HEALTH PROGRAM. THE NUMBER OF INPATIENTS SERVED BY THE HEART CENTER WAS 1,012 IN FISCAL YEAR 2021. OF THESE, THERE WERE 28 HEART TRANSPLANTS. THE PROGRAM HAD A CASE MIX INDEX OF 5.6 REFLECTING THE HIGHLY COMPLEX POPULATION THAT WE SERVE. 19% OF PATIENTS CAME FROM OUR PRIMARY SERVICE AREA OF SAN MATEO AND SANTA CLARA COUNTIES, 27% CAME FROM SURROUNDING BAY AREA COUNTIES, 25% CAME FROM OTHER AREAS WITHIN CALIFORNIA, AND 28% FROM OTHER STATES AND BEYOND IN FISCAL YEAR 2021. FORM 990, PART III, LINE 4C PROGRAM SERVICE DESCRIPTION BASS CANCER CENTER EXPENSE $225,939,000 GRANTS $0 REVENUE $210,594,000 The Bass Center for Childhood Cancer and Blood Diseases is a Center of Excellence that offers comprehensive care and innovative therapies for children with cancer and blood diseases. This state-of-the-art facility integrates inpatient and outpatient care and has a 49-bed inpatient unit which opened in December 2019. In the unit, there are 25 Hematology/Oncology beds and 24 Stem Cell Transplant beds. The cancer program also has a 14-bed day hospital, infusion room, lab, and clinic. The Cancer Center is staffed by individuals trained in the specialized needs of pediatric cancer patients and includes appropriate isolation rooms. The program diagnoses and treats approximately 130-190 new cancer patients per year and performed 58 stem cell transplants in fiscal year 2021. The Cancer Center goal is to offer a comprehensive program that will serve more patients, to develop a more robust research platform, and to expand the Cancer Center's geographic reach to provide more children with access to the specialized services offered by the Cancer Center. Inpatient discharges for hematology/oncology and stem cell transplant in fiscal year 2021 totaled 924 with an average length of stay of 11.6 days. The Cancer Center is a strong regional program with 51% of patients coming from the primary service area of San Mateo and Santa Clara Counties, 31% from the surrounding Bay Area counties, 12% from other California counties, and 6% from outside the state of California. FORM 990, PART III, LINE 4D PROGRAM SERVICE DESCRIPTION OTHER PROGRAMS EXPENSE $682,991,054 GRANTS $846,250 REVENUE $826,573,006 IN ADDITION TO THE THREE CENTERS DESCRIBED ABOVE, LPCH PROVIDES CLINICAL SERVICES THROUGH THREE ADDITIONAL CENTERS OF EXCELLENCE: - BRAIN AND BEHAVIOR CENTER THIS CENTER SPECIALIZES IN TREATING DISORDERS OF BRAIN DEVELOPMENT AND FUNCTION, WHICH MAY MANIFEST THEMSELVES IN BEHAVIORAL, EMOTIONAL, LEARNING, LANGUAGE, DEVELOPMENT, SENSATION OR MOVEMENT ABNORMALITIES. THE BRAIN AND BEHAVIOR CENTER COMBINES THE EXPERTISE OF SPECIALISTS IN A BROAD RANGE OF DISEASES, INCLUDING EPILEPSY, AUTISM AND DEVELOPMENTAL DISORDERS, MOVEMENT DISORDERS, CEREBROVASCULAR DISORDERS, DEPRESSION, BIPOLAR AND ANXIETY DISORDERS, TRAUMATIC BRAIN INJURY, NEUROGENETIC DISORDERS, BRAIN TUMORS, AND CONGENITAL CENTRAL NERVOUS SYSTEM DEFECTS. THE HOSPITAL'S CENTER FOR BRAIN TUMORS IS ONE OF THE LEADING PROGRAMS IN THE COUNTRY. THE EATING DISORDER PROGRAM LINKS AN INPATIENT PROGRAM WITH AN EVIDENCE-BASED OUTPATIENT PROGRAM THAT COORDINATES MEDICAL AND PSYCHIATRIC TREATMENT. IN ALL OF THE BRAIN AND BEHAVIOR CENTER'S PROGRAMS, PSYCHIATRISTS, PSYCHOLOGISTS, NEUROSURGEONS, AND NEUROLOGISTS WORK CLOSELY WITH BASIC RESEARCHERS TO DISCOVER THE INNER WORKINGS OF THE BRAIN AND HOW IT IMPACTS BEHAVIOR SO THAT CHILDREN COPING WITH COMPLEX CONDITIONS MAY LEAD MORE FULL AND PRODUCTIVE LIVES. - PULMONARY MEDICINE AND CYSTIC FIBROSIS CENTER THIS CENTER INTEGRATES AN INTERDISCIPLINARY TEAM OF CLINICIANS AND RESEARCHERS FROM PACKARD CHILDREN'S AND THE STANFORD SCHOOL OF MEDICINE. THEIR COMBINED EFFORTS HAVE PRODUCED A PROGRAM THAT FOCUSES ON LEADING EDGE CARE OF CHILDREN WITH A PLETHORA OF RESPIRATORY AND PULMONARY CONDITIONS, FROM THE COMMON AND SIMPLE TO THE COMPLEX AND RARE. THE PULMONARY MEDICINE AND CYSTIC FIBROSIS CENTER IS ONE OF THE LARGEST CARE PROVIDERS FOR CHILDREN WITH CONDITIONS SUCH AS CYSTIC FIBROSIS, ASTHMA, CHRONIC LUNG DISEASE OF INFANCY RESULTING FROM PREMATURE BIRTH AND IMMATURE LUNGS, ACUTE OR CHRONIC RESPIRATORY INFECTIONS, MULTI-SYSTEM DISORDERS THAT AFFECT BREATHING AND LUNGS SUCH AS CEREBRAL PALSY, NEUROMUSCULAR DISEASES SUCH AS SPINAL MUSCULAR ATROPHY (SMA) AND OTHER MUSCULAR DYSTROPHIES, AS WELL AS OTHER GENETIC AND METABOLIC DISORDERS THAT IMPACT SWALLOWING AND BREATHING. IN ADDITION, THE PULMONARY MEDICINE AND CYSTIC FIBROSIS CENTER IS HOME TO A DEDICATED PEDIATRIC SLEEP PROGRAM AND OPERATES ONE OF THE FEW ACTIVE LUNG TRANSPLANT PROGRAMS IN THE UNITED STATES DEDICATED EXCLUSIVELY TO CHILDREN. - TRANSPLANT CENTER THIS CENTER PERFORMS PEDIATRIC KIDNEY, LIVER AND INTESTINAL TRANSPLANTS AND SPECIALIZES IN DIALYSIS AND TRANSPLANTATION OF INFANTS, CHILDREN, AND HIGHLY COMPLEX CASES. THE TRANSPLANT PROGRAM RANKS AMONG THE TOP PROGRAMS IN THE NATION IN THE NUMBER OF PEDIATRIC KIDNEY AND LIVER TRANSPLANTS PERFORMED AND CONTINUES TO DELIVER OUTCOMES AMONG THE BEST IN THE COUNTRY. THE TRANSPLANT TEAM HAS PIONEERED NEW APPROACHES TO IMMUNOSUPPRESSION AND CONTINUES TO DEVELOP AND IMPLEMENT INNOVATIVE TREATMENT STRATEGIES TO REDUCE POST TREATMENT COMPLICATIONS AND IMPROVE OUTCOMES. Children's Orthopedic and Sports Medicine Center This Center provides fully integrated care for young athletes, from evaluation and diagnosis through individualized treatment plans and follow up. It also help kids minimize their risk of future injuries and reach their goals by training smarter and safer. The services include a sports nutritionist who can help develop customized nutrition and hydration plans for young athletes. Additionally, research and education are primary components of the Hospital's mission and integral to the hospital's clinical operations. The Hospital is committed to supporting and funding quality graduate medical education programs and excellence in residency training and research. LPCH's currently sponsors 39 residency/fellowship programs approved by the Accreditation Council for Graduate Medical Education and over 257 enrolled residents and fellows (stated in full time equivalents). Residency programs in pharmacy, social work, hospital chaplaincy, and nursing are also provided. Lucile Packard Children's Hospital partners with Stanford School of Medicine to conduct research in all seven Centers of Emphasis described above. LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD IS ALSO COMMITTED TO ADVOCACY AND COMMUNITY OUTREACH TO IMPROVE THE HEALTH STATUS OF CHILDREN AND PREGNANT WOMEN BY DEVELOPING AND SUPPORTING INNOVATIVE PROGRAMS (WITHIN ITS PRIMARY SERVICE AREAS OF SAN MATEO AND SANTA CLARA, AS WELL AS SANTA CRUZ, MONTEREY, ALAMEDA, SAN FRANCISCO, AND CONTRA COSTA COUNTIES) TO ENHANCE ITS OWN AND THE COMMUNITY'S CAPACITY TO CARE FOR CHILDREN AND PREGNANT WOMEN. THESE PROGRAMS INCLUDE: - MOBILE ADOLESCENT HEALTH SERVICES - CHILD SAFETY PROGRAMS - CARE-A-VAN FOR KIDS - COMMUNITY HEALTH EDUCATION PROGRAMS - SCHOOL-BASED HEALTH EDUCATION PROGRAMS - MENTAL HEALTH INNOVATION INITIATIVES - RESIDENT PHYSICIANS, FELLOWS, MEDICAL STUDENT EDUCATION COSTS (EXCLUDES FEDERAL CHILDREN'S HOSPITALS GRADUATE MEDICAL EDUCATION [CHGME] REIMBURSEMENT) - NURSE AND ALLIED HEALTH PROFESSIONALS TRAINING - FUNDING FOR PEDIATRIC RESIDENT COMMUNITY PROJECTS - SUPPORT FOR PEDIATRIC WEIGHT CONTROL PROGRAM - SUBSIDIZED HEALTH SERVICES - SUPPORT FOR CHILDREN'S HEALTH INSURANCE INITIATIVES - COMMUNITY BUILDING ACTIVITIES - ADVOCACY FOR CHILDREN'S HEALTH ISSUES - COMMUNITY CLINIC CAPACITY BUILDING AND SUPPORT - EVENT SPONSORSHIP FOR NONPROFIT ORGANIZATIONS - COMMUNITY INVESTMENT GRANTS - PRACTICAL SUPPORT TO PATIENTS AND FAMILIES IN THE COUNTIES THAT COMPRISE THE HOSPITAL'S PRIMARY SERVICE AREA, NEARLY ALL CHILDREN ARE ELIGIBLE FOR HEALTH INSURANCE COVERAGE THROUGH EITHER GOVERNMENT-SPONSORED OR LOCAL INITIATIVE INSURANCE PROGRAMS. HOWEVER, NEARLY ALL OF THESE PROGRAMS REIMBURSE THE HOSPITAL AT AMOUNTS FAR LESS THAN THE COST OF SERVICES PROVIDED. ADDITIONALLY, PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE HOSPITAL'S CHARITY CARE POLICY RECEIVE SERVICES WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1A IF A MATTER NORMALLY REQUIRING ACTION BY THE BOARD OF DIRECTORS ARISES BETWEEN MEETINGS OF THE BOARD AND IS A MATTER OF WHICH, IN THE OPINION OF ANY FOUR (4) OF THE FIVE (5) OF THE CHAIR OF THE BOARD, A VICE CHAIR, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE PRESIDENT OF THE CORPORATION, AND THE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE REQUIRES ACTION BY THE BOARD BEFORE THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD, THEN ANY FOUR (4) OR MORE OUT OF THOSE FIVE (5) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD OF DIRECTORS, ARE AUTHORIZED JOINTLY TO TAKE WHATEVER ACTION IS NECESSARY TO RESOLVE THE MATTER, AND SUCH ACTION WILL CONSTITUTE AUTHORIZED ACTION OF THE BOARD TO THE SAME EXTENT AS IF IT HAS BEEN ADOPTED AT A MEETING OF THE BOARD; PROVIDED, HOWEVER, THAT AT LEAST ONE (1) OF THE FOUR (4) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD PURSUANT TO THIS SECTION 4.06 SHALL BE AN "OUTSIDE DIRECTOR," AS DEFINED IN BYLAWS AND PROVIDED, FURTHER, THAT THE DIRECTORS ACTING AS A COMMITTEE OF THE BOARD SHALL NOT IN ANY CASE BE AUTHORIZED BY THIS SECTION TO EXERCISE THOSE POWERS WHICH BY LAW, THE ARTICLES OF INCORPORATION, THESE BYLAWS OR SPECIFIC ACTION BY THE MEMBER, SET FORTH IN A RESOLUTION OF THE MEMBER, MAY BE EXERCISED ONLY BY THE MEMBER OR MAY NOT BE DELEGATED TO A COMMITTEE OF THE BOARD. MEMBERS FORM 990, PART VI, LINE 2 JAMES DUNN, DENNIS LUND, LLOYD MINOR, MARY LEONARD, AND RANDY LIVINGSTON ARE EMPLOYEES OF STANFORD UNIVERSITY. LLOYD MINOR IS THE DEAN OF THE STANFORD SCHOOL OF MEDICINE. MINDY ROGERS IS A TRUSTEE OF STANFORD UNIVERSITY. DAVID ENTWISTLE IS PRESIDENT AND CEO OF SHC. MARIANN BYERWALTER, JEFF CHAMBERS, HELEN WILMOT, DAVID ENTWISTLE, JOHN LEVIN, LLOYD MINOR, PAUL KING, RANDY LIVINGSTON AND MINDY ROGERS ARE DIRECTORS OF SHC. JENNIFER JOHNSON AND MARIANN BYERWALTER HAVE A BUSINESS RELATIONSHIP. J TAYLOR CRANDALL AND STEVE LUCZO HAVE A BUSINESS RELATIONSHIP. CYNTHIA BRANDT IS THE PRESIDENT AND CEO OF LPFCH. PAUL KING, CYNTHIA BRANDT, JEFF CHAMBERS, ELIZABETH DUNLEVIE, MARY LEONARD, LLOYD MINOR, MINDY ROGERS ARE DIRECTORS OF LPFCH. FORM 990, PART VI, LINE 4 SIGNIFICANT CHANGES TO BYLAWS THE NUMBER OF EX-OFFICIO DIRECTORS HAS BEEN REDUCED FROM 10 TO 7. THE MINIMUM NUMBER OF ELECTED FACULTY AND COMMUNITY PHYSICIAN DIRECTORS WAS REDUCED FROM TWO TO ONE AND THE TERMS OF OFFICE FOR SUCH PHYSICIAN DIRECTORS WERE MODIFIED. THE DEFINITION OF OUTSIDE DIRECTOR WAS EXPANDED TO INCLUDE ONE WHO IS NOT COMPENSATED AS AN EMPLOYEE, CONSULTANT, OR OTHERWISE OF A SUBSIDIARY OR A CONTROLLED ENTITY OF A RELATED ORGANIZATION. THE COMPOSITION OF THE COMMITTEE OF THE CHAIR WAS ALTERED SLIGHTLY. THE EXPRESS REQUIREMENT THAT COMMITTEES AND THEIR CHAIRS BE APPOINTED ANNUALLY WAS REMOVED. APPOINTMENTS ARE PART OF THE NOMINATING COMMITTEE PROCESSES AND OFTEN ARE MORE FREQUENT THAN ANNUAL. FORM 990, PART VI, LINE 6 STANFORD UNIVERSITY IS THE SOLE MEMBER LPCH. FORM 990, PART VI, LINE 7A THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ("STANFORD UNIVERSITY"), AS THE SOLE MEMBER OF LPCH, APPOINTS THE LPCH BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B THE SOLE MEMBER, STANFORD UNIVERSITY, MAY REMOVE AN ELECTED DIRECTOR AT ANY TIME WITHOUT CAUSE. PROCEDURES FOR REVIEWING FORM 990 FROM GOVERNING BODY FORM 990, PART VI, LINE 11 WORKING WITH PRICEWATERHOUSECOOPERS, THE FORM 990 IS PREPARED FOR MANAGEMENT'S REVIEW. A DRAFT OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW, ALONG WITH AN EXECUTIVE SUMMARY OF RECENT CHANGES AND NEW REQUIREMENTS. THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. A FINAL FORM 990, IS THEN DISTRIBUTED TO THE FULL BOARD BEFORE FILING WITH THE IRS. PRICEWATERHOUSECOOPERS SIGNS THE FINAL RETURN AS PAID PREPARER. PROCEDURES FOR MONITORING AND ENFORCING COMPLIANCE WITH CONFLICT- OF-INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF HIRE DATE, REHIRE DATE, OR DATE OF PROMOTION/TRANSFER TO A MANAGEMENT POSITION. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS (NORMALLY DUE BY MARCH 31ST.) FURTHER, OFFICERS DIRECTORS, AND EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUALLY AGREEABLE PLAN WITH THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR LPCH'S CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF LPCH. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED EACH SEPTEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS, AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES. FORM 990, PART VI, LINE 19 QUARTERLY DISCLOSURE INFORMATION AVAILABLE THROUGH ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) SYSTEM. ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE ON STANFORD UNIVERSITY'S WEBSITE. GOVERNMENT GRANTS FORM 990, PART VII, LINE 1E AMOUNT ON LINE 1E INCLUDES $2,981,560 OF FUNDING THROUGH CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT GRANTS IN FY21. IT ALSO INCLUDES $8,130,669 OF FUNDING THROUGH CALIFORNIA PROPOSITION 4, CHILDREN'S HOSPITAL BONDS INITIATIVE. RECONCILIATION FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUSTS 3,326,185 ADJUSTMENT FOR MINIMUM PENSION AND POST RETIREMENT LIABILITY (94,000) TRANSFER TO STANFORD UNIVERSITY AND OTHER (62,037,214) -------------- TOTAL (58,805,029) FORM 990 PART IX LINE 11G DESCRIPTION:TEMP LABOR - MEDICAL PHYSICIAN TOTAL FEES:29655378 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL SERVICE TOTAL FEES:751605 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:OTHER MEDICAL SERVICES TOTAL FEES:XXX-XX-XXXX THE BRD OF TRUST LELAND STANF JR UNIV 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 941156365 EDUCATION CA 501(C)(3) 2 NA false FUNDACION STANFORD UNIVERSITY EN CHILE AV CONDELL 189 PROVIDENCIA SANTIAGO CI CI N/A HOSPITAL COMMITTEE FOR THE L-P AREAS 1111 E STANLEY BLVD LIVERMORE CA 94550 941429628 HOSPITAL CA 501(C)(3) 3 SHC true JAEDAN BUPIN STANFORD CENTER IN THE REPU RESEARCH KR 501(C)(3) N/A Stanford true LUCILE PACKARD FOUNDATION FOR CHILDREN'S 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 770440090 HEALTHCARE CA 501(C)(3) 7 LPCH true PACKARD CHILDREN'S HEALTH ALLIANCE 725 WELCH ROAD MC5551 PALO ALTO CA 94304 320359189 HEALTHCARE CA 501(C)(3) 3 LPCH true SHR HOLDINGS INC 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 943187167 REAL ESTATE CA 501(C)(25) N/A STANFORD true STANFORD FACULTY CLUB PO BOX 7229 STANFORD CA 94309 941187089 FAC INTERACT. CA 501(C)(7) N/A STANFORD true STANFORD FEDERAL CREDIT UNION 1860 EMBARCADERO RD PALO ALTO CA 94303 941492212 CREDIT UNION CA 501(C)(1) N/A STANFORD true STANFORD HABITAT CONSERVATION BOARD 415 BROADWAY REDWOOD CITY CA 94063 461882243 CONSERVATION CA 501(C)(3) 7 STANFORD true STANFORD HEALTH CARE 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 946174066 HEALTHCARE CA 501(C)(3) 3 STANFORD true STANFORD HEALTH CARE ADVANTAGE 1221 BROADWAY 3RD FLOOR OAKLAND CA 94612 464071746 HEALTHCARE CA 501(c)(3) 12A, I SHC true STANFORD PROGRAMME (CAPE TOWN) NPC WAVERLY BUSINESS PARK BLDG 11 CAPE TOWN SF EDUCATION SF 501(C)(3) N/A STANFORD true STANFORD UNIVERSITY BOOKSTORE BLDG 60 MAIN QUAD NO 105 STANFORD CA 94305 940894150 SUPPORT CA 501(C)(3) 12A, I STANFORD true SU EMP BEN TRUST POST RETEMPYNT BEN 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 943246199 BENEFITS CA 501(C)(9) N/A STANFORD true THE DUDLEY E CHAMBERS FOUNDATION JP MORGAN CHASE PO BOX 3038 MILWAUKEE WI 53201 386841793 SUPPORT NY 501(C)(3) 12D, III-O STANFORD true THE FREIDENRICH SUPPORT FOUNDATION 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 300519583 SUPPORT CA 501(C)(3) 12A, I STANFORD true THE HONG KONGSU CHARITABLE TRUST 1401 CAROLINE CENTER 28 PING ROAD CAUSEWAY HK 986078093 SUPPORT HK 501(C)(3) N/A STANFORD true THE STANFORD TRUST 65 HIGH STREET OXFORD UK OX1 46L SUPPORT UK 501(C)(3) N/A STANFORD true UNIVERSITY HEALTHCARE ALLIANCE 7999 GATEWAY BLVD STE 300 NEWARK CA 94560 943192446 HEALTHCARE CA 501(C)(3) 3 SHC true VALLEYCARE MEDICAL FOUNDATION INC 1111 E STANLEY BLVD LIVERMORE CA 94550 262593526 SUPPRT SHC-VC CA 501(C)(3) PF HOSP CMTE LP true VALLEYCARE SENIOR HOUSING 1111 E STANLEY BLVD LIVERMORE CA 94550 943382224 SR. FACILITY CA 501(C)(3) 12A, I HOSP CMTE LP true ADOM PARTNERS LP 1350 6TH AVE 1610 NEW YORK NY 10019 813083288 INVESTMENTS DE NA ALBUS SELECT FUND LP 750 MENLO AVE 380 MENLO PARK CA 94025 812064357 INVESTMENTS DE NA ARCOLA VENTURE LLC 635 KNIGHT WAY STANFORD CA 94305 371689632 RE DEVELOPMENT DE NA CANARY SC FUND LP 399 PARK AVE NEW YORK NY 10022 475662144 INVESTMENTS DE NA CANARY SC MASTER FUND LP 89 NEXUS WAY CAMANA BAY GRAND CAYMAN CJ KY1-9009 981267847 INVESTMENTS CJ NA CARLSBAD CO-INVEST LP 40 BEECHWOOD RD SUMMIT NJ 07901 471702425 INVESTMENTS DE NA CHP GTS BLOCKER HOLDINGS A LP 888 BOYLSTON STREET BOSTON MA 02199 830881152 INVESTMENTS DE NA CYPRESS MARINA HEIGHTS LLC 635 KNIGHT WAY STANFORD CA 94305 954887979 INVESTMENTS CA NA DGD INVESTMENT LP 635 KNIGHT WAY STANFORD CA 94305 INVESTMENTS CJ NA ER-S JV LLC 1670 OLD COUNTRY RD 227 PLAINVIEW NY 11803 834068077 INVESTMENTS DE NA ER-S REIT LLC 1670 OLD COUNTRY RD 227 PLAINVIEW NY 11803 834068725 INVESTMENTS DE NA ER-S INVESTOR LLC 1670 OLD COUNTRY RD 227 PLAINVIEW NY 11803 834068357 INVESTMENTS DE NA ER PROPERTIES FUND LLC 1670 OLD COUNTRY RD 227 PLAINVIEW NY 11803 834260396 INVESTMENTS DE NA EZP OPPORTUNITY LP 160 BOVET RD STE 300 SAN MATEO CA 94402 814562962 INVESTMENTS DE NA FORTRESS IW COINVESTMENT (FUND B) LP 1345 AVE OF THE AMERICAS NEW YORK NY 10105 980509639 INVESTMENTS CJ NA FOUR CROSSINGS INSTITUTIONAL PARTNERS V ONE MARITIME PLAZA 200 SAN FRANCISCO CA 94111 814323705 INVESTMENTS DE NA FOXLANE LP 550 E WATER ST 888 CHARLOTTESVILLE VA 22902 813314647 INVESTMENTS DE NA HHBG-II INVESTMENT LP 89 NEXUS WAY CAMANA BAY PO BOX 31 GRAND CAYMAN CJ INVESTMENTS CJ NA KEB INVESTORS II LP WASHINGTON MALL STE 304 7 REID ST HAMILTON BD HM 11 INVESTMENTS BD NA LSF V DHB HOLDINGS LP 2711 N HASKELL AVE 1700 DALLAS TX 75204 272858604 INVESTMENTS DE NA NGP CENTENNIAL FOLLOW-ON LLC 2850 N HARWOOD STREET 19TH FLOOR DALLAS TX 75201 611758772 INVESTMENTS DE NA OLIFANT FUND LTD 635 KNIGHT WAY STANFORD CA 94305 980404442 INVESTMENTS CJ NA ONCOLOGY SOLUTIONS VENTURE LLC 300 PASTEUR DRIVE STANFORD CA 94304 863250041 HEALTHCARE CA NA OUTLAWS CASINO LTD 415 BROADWAY REDWOOD CITY CA 94063 841457498 HOLDING COMPANY CO NA PALO ALTO LP 13 CASTLE STREET ST HELIER JE 981126622 INVESTMENTS JE NA SANDOVAL LP 4640 ADMIRALTY WAY 5TH FL MARINA DEL REY CA 90292 371873346 INVESTMENTS DE NA SANDPIPER FUND LP 2000 MCKINNEY AVE STE 2125 DALLAS TX 75201 260341626 INVESTMENT TX NA SAROFIM MULTIFAMILY PARTNERS LP 2525 MCKINNON STREET STE 530 DALLAS TX 75201 201929002 RE DEVELOPMENT TX NA SCP REAL ASSETS FUND (A) LP 2498 SAND HILL RD MENLO PARK CA 94025 203949682 INVESTMENTS DE NA SEQUOIA MFM OPERATING COMPANY LLC 770 WELCH ROAD LPCH PALO ALTO CA 94304 475060529 MFM PROGRAM CA NA RELATED 1805451 3037558 false 0 false 0.82512 SP SMC PARTNERS LLC PO BOX 5377 NEW YORK NY 10185 473103791 INVESTMENTS DE NA STANFORD EMANUEL RADIATION ONCOLOGY CENT 825 DELBON AV TURLOCK CA 95382 208885091 RADIOLOGY CA NA STANFORD PET-CT LLC 300 PASTEUR DR STANFORD CA 94305 611423414 MED. 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SCHEDULE R, PART IV, LINE 5 CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 6 CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 7 OTHER TRUSTS ARE PRINCIPALLY DOMICILIED IN CALIFORNIA. SCHEDULE R, PART V THE PURCHASED SERVICES PAYMENT WITH STANFORD HEALTH CARE IS CALCULATED BASED ON THE RATIO OF DIRECT COST TO CHARGES PLUS NEGOTIATED OVERHEAD. THE SHARED SERVICES WITH STANFORD HEALTH CARE IS A NEGOTIATED FIXED DOLLAR ANNUAL RATE. FOR OTHER SERVICES, PAYMENT IS BASED ON EITHER NEGOTIATED RATE OR CONTRACT AGREEMENT.