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STANFORD HEALTH CARE 227: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STANFORD HEALTH CARE 227 (EIN 94-6174066)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-07-13
IRS object ID
202231949349300628
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-13T10:08:17-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946174066EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STANFORD HEALTH CAREBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CONTROLLERInCareOfNm
Business Name ControlSTANBusinessNameControlTxt
Phone6507234000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 PASTEUR DRIVE MC 5555AddressLine1Txt
CitySTANFORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA HOFFPersonNm
Person TitleCFOPersonTitleTxt
Phone6507234000PhoneNum
Signature2022-07-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDAPersonFirstNm
Person LastHOFFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGWEN SPENCERPreparerPersonNm
PTINP00641463PTIN
Phone6175305000PhoneNum
Preparation2022-06-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLINDA HOFF CFOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 PASTEUR DRIVE MC 5230AddressLine1Txt
CitySTANFORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94305ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,633,539,822GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.STANFORDHEALTHCARE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee16617TotalEmployeeCnt
Total Volunteers382TotalVolunteersCnt
Total Gross UBI$1,700,537TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$127,528,906PYContributionsGrantsAmt
CY Contributions Grants$429,891,903CYContributionsGrantsAmt
PY Program Service Revenue$4,649,783,768PYProgramServiceRevenueAmt
CY Program Service Revenue$5,513,466,343CYProgramServiceRevenueAmt
PY Investment Income$224,174,043PYInvestmentIncomeAmt
CY Investment Income$689,716,123CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,001,486,717PYTotalRevenueAmt
CY Total Revenue$6,633,074,369CYTotalRevenueAmt
PY Grants And Similar Paid$41,850,440PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$109,320,645CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,064,336,463PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,308,371,989CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,923,066CYTotalFundraisingExpenseAmt
PY Other Expenses$2,662,375,922PYOtherExpensesAmt
CY Other Expenses$2,935,940,721CYOtherExpensesAmt
PY Total Expenses$4,768,562,825PYTotalExpensesAmt
CY Total Expenses$5,353,633,355CYTotalExpensesAmt
PY Revenues Less Expenses$232,923,892PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,279,441,014CYRevenuesLessExpensesAmt
Total Assets BOY$8,774,759,213TotalAssetsBOYAmt
Total Assets EOY$9,902,764,212TotalAssetsEOYAmt
Total Liabilities BOY$4,577,340,701TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,300,850,659TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,197,418,512NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,601,913,553NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,003,734,390ExpenseAmt
Grant$109,320,645GrantAmt
Revenue$5,513,466,343RevenueAmt
DescSEE SCHEDULE O.Desc
Total Program Service Expenses$5,003,734,390TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document599IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee16617EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCONTROLLERPersonNm
Phone6507234000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11804 EMBARCADERO RD STE 100 1STAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
DAVID ENTWISTLE
DIRECTOR/CEO50.04.25Yes (X)Yes (X)$4,360,713$0$412,460
YIPING WOO MD
DIRECTOR (SEE SCHEDULE O)2.053.6Yes (X)$0$2,648,649$97,200
QUINN MCKENNA
COO50.03.0Yes (X)$2,379,089$0$225,040
LLOYD B MINOR MD
DIRECTOR (SEE SCHEDULE O)2.052.3Yes (X)$0$1,926,649$363,150
LINDA HOFF
CFO50.03.25Yes (X)$1,918,008$0$167,884
PAUL KING
DIRECTOR (SEE SCHEDULE O)2.050.3Yes (X)$0$1,650,405$251,012
MARY HAWN MD
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$1,627,718$94,950
PRIYA SINGH
VP & CHIEF STRATEGY OFFICER50.00.0$1,150,944$0$114,882Yes (X)
RANDALL LIVINGSTON
DIRECTOR (SEE SCHEDULE O)2.052.0Yes (X)$0$822,917$362,655
ERIC YABLONKA
CHIEF INFORMATION OFFICER50.00.0$1,134,984$0$47,521Yes (X)
SRIDHAR SESHADRI
VP CANCER CTR & HEART CTR50.00.0$964,513$0$82,759Yes (X)
DAVID D JONES
VP & CHIEF HR OFFICER50.00.0$839,082$0$132,303Yes (X)
CATHERINE D KRNA
VP - AMBULATORY CARE & GI25.025.0$817,316$0$121,080Yes (X)
DALE BEATTY
CNO & VP PATIENT CARE SERVICES50.00.0$760,115$0$103,796Yes (X)
JILL A BUATHIER
VP & CRC OFFICER50.00.0$766,394$0$79,653Yes (X)
ALISON M KERR
VP - NEURO ORTHO SL/CAO CLN OP50.00.0$742,587$0$95,522Yes (X)
HELEN M WILMOT
VP TRANSITION & STRATEGIC SPAC50.00.0$758,111$0$78,117Yes (X)
THOMAS Y KIM
VP-CHIEF MKT DEVELOP. OFFICER50.00.25$724,034$0$85,946Yes (X)
GARY FRITZ
VP - APPLICATIONS50.00.0$556,704$0$64,639Yes (X)
MEGAN MAHONEY MD
DIRECTOR (SEE SCHEDULE O)2.01.0Yes (X)$0$431,837$55,077
MARK LESLIE
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$48,614$0
SUSAN BECHTEL
DIRECTOR2.00.0Yes (X)$0$0$0
WILLIAM BRODY MD
DIRECTOR2.00.0Yes (X)$0$0$0
MARIANN BYERWALTER
DIRECTOR2.02.0Yes (X)$0$0$0
JEFF CHAMBERS
DIRECTOR10.02.3Yes (X)$0$0$0
BRET E COMOLLI
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
CHANDLER EVANS
DIRECTOR2.01.0Yes (X)$0$0$0
JOHN GOLDMAN
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
LORI GOLER
DIRECTOR2.00.0Yes (X)$0$0$0
JOHN GUNN
VICE CHAIR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
FRED HARMAN
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
CECILIA HERBERT
DIRECTOR2.00.0Yes (X)$0$0$0
CHIEN LEE
DIRECTOR2.00.0Yes (X)$0$0$0
JOHN LEVIN
CHAIR2.02.0Yes (X)$0$0$0
LINDA MEIER
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
MARGARET RAFFIN
DIRECTOR (SEE SCHEDULE O)2.01.0Yes (X)$0$0$0
DONNA DUBINSKY
DIRECTOR2.00.0Yes (X)$0$0$0
MARC E JONES
VICE CHAIR (SEE SCHEDULE O)2.02.0Yes (X)$0$0$0
LATA KRISHNAN
DIRECTOR2.00.0Yes (X)$0$0$0
ALDEN MCDONALD MD
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
SANJAY MEHROTRA
DIRECTOR2.00.0Yes (X)$0$0$0
MINDY B ROGERS
VICE CHAIR2.04.3Yes (X)$0$0$0
KAVITARK RAM SHRIRAM
DIRECTOR2.00.0Yes (X)$0$0$0
SARA ABBASI
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
JEFF ROTHSCHILD
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
ROBERT SANTOS MD
DIRECTOR (SEE SCHEDULE O)2.00.0Yes (X)$0$0$0
KAYE FOSTER
DIRECTOR (SEE SCHEDULE O)0.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$17,872,594TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$9,156,789TotReportableCompRltdOrgAmt
Total Other Compensation$3,035,646TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6495IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
STANFORD UNIVERSITY
485 BROADWAYREDWOOD CITYCA94063PROF. SERVICES$908,615,449
AMN HEALTHCARE INC
12400 HIGH BLUFF DRIVESAN DIEGOCA92130HEALTHCARE STAFFING$53,949,030
CLARKMCCARTHY CONSTRUCTION
1265 BATTERY STR 3RD FLOORSAN FRANCISCOCA94111CONSTRUCTION COMPANY$24,141,814
EMCOR FACILITIES SERVICESINC
2800 CRYSTAL DRIVE SUITE 600ARLINGTONVA22202FACILITIES MGMT$22,246,017
SODEXO INC AFFILIATES
9801 WASHINGTON BLVDGAITHERSBURGHMD20878FACILITIES MGMT$20,406,334
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K377CntrctRcvdGreaterThan100KCnt
Related Organizations$4,233,000RelatedOrganizationsAmt
Government Grants$400,752,751GovernmentGrantsAmt
All Other Contributions$24,906,152AllOtherContributionsAmt
Noncash Contributions$386,722NoncashContributionsAmt
Total Contributions$429,891,903TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT REVENUE900099$5,394,388,670$5,394,388,670
OUTREACH LAB CLINIC900099$29,576,662$29,576,662
HOUSE STAFF900099$26,067,330$26,067,330
EMPLOYER HEALTH CLINIC900099$10,830,965$10,830,965
CLINIC REVENUE900099$11,107,180$11,107,180

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,495,536TotalRevenueColumnAmt
Related Or Exempt Func Income$34,924,971RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,703,440UnrelatedBusinessRevenueAmt
Exclusion$4,867,125ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,513,466,343TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,002,694TotalRevenueColumnAmt
Unrelated Business Revenue-$2,903UnrelatedBusinessRevenueAmt
Exclusion$102,005,597ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$588,097,882SecuritiesAmt
Other$81,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$465,453OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$588,097,882SecuritiesAmt
Other-$384,453OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$587,713,429TotalRevenueColumnAmt
Exclusion$587,713,429ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,633,074,369TotalRevenueColumnAmt
Related Or Exempt Func Income$5,506,895,778RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,700,537UnrelatedBusinessRevenueAmt
Exclusion$694,586,151ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$109,320,645TotalAmt
Program Services$109,320,645ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,191,379TotalAmt
Program Services$2,200,895ProgramServicesAmt
Management And General$9,251,764ManagementAndGeneralAmt
Fundraising$738,720FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,519,229,721TotalAmt
Program Services$1,418,418,736ProgramServicesAmt
Management And General$100,594,368ManagementAndGeneralAmt
Fundraising$216,617FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$127,928,680TotalAmt
Program Services$118,489,918ProgramServicesAmt
Management And General$9,409,652ManagementAndGeneralAmt
Fundraising$29,110FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$529,641,685TotalAmt
Program Services$492,744,651ProgramServicesAmt
Management And General$36,762,740ManagementAndGeneralAmt
Fundraising$134,294FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$119,380,524TotalAmt
Program Services$110,606,716ProgramServicesAmt
Management And General$8,750,212ManagementAndGeneralAmt
Fundraising$23,596FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,554,040TotalAmt
Program Services$1,951,922ProgramServicesAmt
Management And General$602,118ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,316,166TotalAmt
Program Services$5,000,000ProgramServicesAmt
Management And General$12,316,166ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,087,382TotalAmt
Program Services$5,538ProgramServicesAmt
Management And General$2,081,844ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$247,897TotalAmt
Program Services$194,125ProgramServicesAmt
Management And General$53,772ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$101,894,253TotalAmt
Program Services$87,148,544ProgramServicesAmt
Management And General$14,450,068ManagementAndGeneralAmt
Fundraising$295,641FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,160,377TotalAmt
Program Services$8,804,712ProgramServicesAmt
Management And General$175,225ManagementAndGeneralAmt
Fundraising$180,440FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$155,622,518TotalAmt
Program Services$120,290,419ProgramServicesAmt
Management And General$35,152,121ManagementAndGeneralAmt
Fundraising$179,978FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$14,621,801TotalAmt
Program Services$7,922,876ProgramServicesAmt
Management And General$5,864,055ManagementAndGeneralAmt
Fundraising$834,870FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$93,151,918TotalAmt
Program Services$88,993,563ProgramServicesAmt
Management And General$4,123,073ManagementAndGeneralAmt
Fundraising$35,282FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,016,595TotalAmt
Program Services$1,614,810ProgramServicesAmt
Management And General$400,105ManagementAndGeneralAmt
Fundraising$1,680FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$572,477TotalAmt
Program Services$432,091ProgramServicesAmt
Management And General$135,920ManagementAndGeneralAmt
Fundraising$4,466FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$76,769,378TotalAmt
Program Services$76,766,145ProgramServicesAmt
Management And General$3,233ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$260,891,911TotalAmt
Program Services$244,917,779ProgramServicesAmt
Management And General$15,920,064ManagementAndGeneralAmt
Fundraising$54,068FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,622,247TotalAmt
Program Services$21,578,894ProgramServicesAmt
Management And General$5,043,353ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER PURCHASED SERVICES$1,231,508,065$1,164,570,202$55,972,538$10,965,325
SUPPLIES$853,152,229$847,179,569$5,956,709$15,951
LICENSE AND TAXES$5,730,030$4,538,676$1,191,354$0
DUES & SUBSCRIPTIONS$3,626,322$1,180,165$2,446,157$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$78,395,115TotalAmt
Program Services$68,862,799ProgramServicesAmt
Management And General$9,319,288ManagementAndGeneralAmt
Fundraising$213,028FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,353,633,355TotalAmt
Program Services$5,003,734,390ProgramServicesAmt
Management And General$335,975,899ManagementAndGeneralAmt
Fundraising$13,923,066FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$900BOYAmt
EOY$900EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,573,390,151BOYAmt
EOY$322,999,750EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$706,616,301BOYAmt
EOY$804,928,277EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$6,953,000BOYAmt
EOY$6,753,000EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$116,992,279BOYAmt
EOY$105,291,179EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$68,726,985BOYAmt
EOY$107,223,768EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,578,429,919LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,173,741,453LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,441,597,536BOYAmt
EOY$3,404,688,466EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,179,989,459BOYAmt
EOY$4,440,765,821EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$266,034,778BOYAmt
EOY$251,972,123EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$414,457,824BOYAmt
EOY$458,140,928EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,774,759,213BOYAmt
EOY$9,902,764,212EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,140,996,754BOYAmt
EOY$879,811,967EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,546,071,365BOYAmt
EOY$1,160,573,120EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,890,272,582BOYAmt
EOY$2,260,465,572EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,577,340,701BOYAmt
EOY$4,300,850,659EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,063,828,730BOYAmt
EOY$5,456,431,111EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$133,589,782BOYAmt
EOY$145,482,442EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,197,418,512BOYAmt
EOY$5,601,913,553EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,774,759,213BOYAmt
EOY$9,902,764,212EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,279,441,014ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$176,387,302NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$51,333,275OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,574,427CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,851,782CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,789,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$127,528,906CurrentTaxYearMinus1YearAmt
Current Tax Year$429,891,903CurrentTaxYearAmt
Total$666,636,027TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,574,427CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,851,782CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,789,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$127,528,906CurrentTaxYearMinus1YearAmt
Current Tax Year$429,891,903CurrentTaxYearAmt
Total$666,636,027TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$79,500SubstantialContributorsTotAmt
Public Support Total170$666,556,527PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,221,042CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,050,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,677,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,589,374CurrentTaxYearMinus1YearAmt
Current Tax Year$102,005,597CurrentTaxYearAmt
Total$351,544,306TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,018,180,333TotalSupportAmt
Gross Receipts Rltd Activities$22,961,802,022GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65465PublicSupportCY170Pct
Public Support PY1700.44410PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$61,546MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$51,468DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$24,619RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$247,897OtherActivitiesAmt
Total Lobbying Expenditures$385,530TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLOBBYING ACTIVITIES INCLUDE:FormAndLineReferenceDesc
Explanation- SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS; - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC; AND -SENDING LETTERS TO GOVERNMENT REGULATORY AGENCIES. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY21, SHC PAID DUES OF APPROXIMATELY $504,349 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $87,897. SHC GOVERNMENT RELATIONS TEAM HAS TRANSFERRED OVER TO SU. SHC REIMBURSES SU FOR THE COST INCURRED BY THE TEAM ON BEHALF OF SHC. FEDERAL AND STATE OUTREACH IS DELEGATED TO THIRD PARTY FIRMS. THESE FIRMS CONDUCT OUTREACH AND DIRECT CONTACT WHILE KEEPING THE GOVERNMENT RELATIONS TEAM IN THE KNOW. THESE FIRMS WILL ALSO PREPARE THE LETTERS AND MAILINGS THAT ARE SENT TO MEMBERS, LEGISLATORS, OR THE PULIC. THESE LETTERS AND MAILINGS ARE REVIEWED AND APPROVED BY THE GOVERNMENT RELATIONS TEAM.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,248,916BeginningYearBalanceAmt
Contributions$838,857ContributionsAmt
Investment Earnings Or Losses$11,028,012InvestmentEarningsOrLossesAmt
Other Expenditures$492,413OtherExpendituresAmt
End Year Balance$42,623,372EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,352,558BeginningYearBalanceAmt
Contributions$5,202,761ContributionsAmt
Investment Earnings Or Losses$2,213,016InvestmentEarningsOrLossesAmt
Other Expenditures$519,419OtherExpendituresAmt
End Year Balance$31,248,916EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,215,001BeginningYearBalanceAmt
Contributions$1,198,000ContributionsAmt
Investment Earnings Or Losses$1,301,214InvestmentEarningsOrLossesAmt
Other Expenditures$361,657OtherExpendituresAmt
End Year Balance$24,352,558EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,710,182BeginningYearBalanceAmt
Contributions$88,889ContributionsAmt
Investment Earnings Or Losses$1,797,203InvestmentEarningsOrLossesAmt
Other Expenditures$381,273OtherExpendituresAmt
End Year Balance$22,215,001EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,616,809BeginningYearBalanceAmt
Contributions$250,000ContributionsAmt
Investment Earnings Or Losses$2,207,201InvestmentEarningsOrLossesAmt
Other Expenditures$363,828OtherExpendituresAmt
End Year Balance$20,710,182EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.35940PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.64060TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,517,753OtherCostOrOtherBasisAmt
Book Value$20,517,753BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,390,440,832OtherCostOrOtherBasisAmt
Depreciation$812,966,510DepreciationAmt
Book Value$2,577,474,322BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$196,491,104OtherCostOrOtherBasisAmt
Depreciation$140,982,317DepreciationAmt
Book Value$55,508,787BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,586,747,322OtherCostOrOtherBasisAmt
Depreciation$1,211,537,491DepreciationAmt
Book Value$375,209,831BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$384,232,908OtherCostOrOtherBasisAmt
Depreciation$8,255,135DepreciationAmt
Book Value$375,977,773BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,404,688,466TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MANAGED POOL$2,458,231,611F
OTHER INVESTMENTS$1,982,444,210F
FieldValueIRS element (for citing)
Total Book Value Securities$4,440,675,821TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
THIRD PARTY PAYOR LIABILITIES$56,228,988
DUE TO RELATED PARTIES$151,852,090
SELF-INSURED RESERVES$171,514,000
OTHER LIABILITIES$715,770,494
TAXABLE BONDS$1,165,100,000
FieldValueIRS element (for citing)
Total Liability$2,260,465,572TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4SHC MAINTAINS A COLLECTION OF DONATED ART FOR PUBLIC EXHIBITION AT HOSPITAL FACILITIES.
PART V, LINE 4STANFORD HEALTH CARE'S (SHC) ENDOWMENT CONSISTS OF 25 INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS A FUND TO SUPPORT THE MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER CLINICAL SERVICES AND A FUND TO SUPPORT MEDICAL DIRECTORSHIP OF DISASTER PREPAREDNESS. SHC ALSO HAS FUNDS TO SUPPORT MUSIC PROGRAMS, EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, A CLINICAL PASTORAL EDUCATION PROGRAM IN SPIRITUAL CARE, PATIENT CARE, INDIGENT CARE, HEALTH LIBRARY TECHNOLOGY, NURSING STAFF THAT CARE FOR CANCER PATIENTS TO ENHANCE THE EXPERIENCE AND WELLBEING OF CANCER PATIENTS, AND TO SUPPORT NURSES, STAFF, PATIENTS, AND FAMILIES OF THE STANFORD WOMEN'S CANCER CENTER. THERE ARE ALSO FUNDS TO ENHANCE THE EXPERIENCE OF OSTOMY NURSES AND THE PATIENTS THEY SERVE AND TO ENHANCE THE PATIENT EXPERIENCE THROUGH PROVISION OF COMPLEMENTARY PATIENT CARE.
PART X, LINE 2FIN 48 SHC HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other400.FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$15,968,628TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$444,167DirectOffsettingRevenueAmt
Net Community Benefit Expns$15,524,461NetCommunityBenefitExpnsAmt
Total Expense0.00290TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$727,463,493TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$332,050,073DirectOffsettingRevenueAmt
Net Community Benefit Expns$395,413,420NetCommunityBenefitExpnsAmt
Total Expense0.07390TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$743,432,121TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$332,494,240DirectOffsettingRevenueAmt
Net Community Benefit Expns$410,937,881NetCommunityBenefitExpnsAmt
Total Expense0.07680TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs17ActivitiesOrProgramsCnt
Persons Served15132PersonsServedCnt
Total Community Benefit Expns$189,440,300TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$392,213,799DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs15ActivitiesOrProgramsCnt
Persons Served983PersonsServedCnt
Total Community Benefit Expns$158,974,918TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$22,064,486DirectOffsettingRevenueAmt
Net Community Benefit Expns$136,910,432NetCommunityBenefitExpnsAmt
Total Expense0.02560TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$7,520,609TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,504,145DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,016,464NetCommunityBenefitExpnsAmt
Total Expense0.00060TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$20,591TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$20,591NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs23ActivitiesOrProgramsCnt
Persons Served360785PersonsServedCnt
Total Community Benefit Expns$116,125,598TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$248,712DirectOffsettingRevenueAmt
Net Community Benefit Expns$115,876,886NetCommunityBenefitExpnsAmt
Total Expense0.02160TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs57ActivitiesOrProgramsCnt
Persons Served376900PersonsServedCnt
Total Community Benefit Expns$472,082,016TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$419,031,142DirectOffsettingRevenueAmt
Net Community Benefit Expns$255,824,373NetCommunityBenefitExpnsAmt
Total Expense0.04780TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs59ActivitiesOrProgramsCnt
Persons Served376900PersonsServedCnt
Total Community Benefit Expns$1,215,514,137TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$751,525,382DirectOffsettingRevenueAmt
Net Community Benefit Expns$666,762,254NetCommunityBenefitExpnsAmt
Total Expense0.12460TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$5,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$5,000NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$9,045TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$9,045NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Total Community Benefit Expns$14,045TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$14,045NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$77,689,009BadDebtExpenseAmt
Reimbursed By Medicare$1,136,074,664ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$2,056,714,736CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$920,640,072MedicareSurplusOrShortfallAmt
Costing Methodology UsedCostingMethodologyUsedGrp
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STANFORD HEALTH CAREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 PASTEUR DRIVEAddressLine1Txt
CitySTANFORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94305ZIPCd
FieldValueIRS element (for citing)
Website AddressHTTP://STANFORDHEALTHCARE.ORGWebsiteAddressTxt
State License070000662StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1STANFORD HEALTH CAREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted18CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt19ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE SECTION CStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care400.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.FPGFamilyIncmLmtDscntCarePct
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLHTTP://STANFORDHEALTHCARE.ORGFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSAME AS ABOVEFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSAME AS ABOVEFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, SECTION B, LINE 5THE CHNA ASSESSED COMMUNITY HEALTH NEEDS BY GATHERING INPUT FROM PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY. THESE PERSONS INCLUDED LOCAL PUBLIC HEALTH DEPARTMENTS, THOSE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME INDIVIDUALS, MINORITY POPULATIONS, AND PROFESSIONALS WHOSE ORGANIZATIONS SERVE OR REPRESENT THE INTERESTS OF THOSE POPULATIONS. INPUT WAS GATHERED THROUGH KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND ONLINE SURVEY (SANTA CLARA COUNTY ONLY). IN ADDITION TO THIS PRIMARY QUALITATIVE INPUT, QUANTITATIVE DATA WAS ANALYZED TO IDENTIFY POOR HEALTH OUTCOMES, HEALTH DISPARITIES, AND HEALTH TRENDS. THIS DATA AND INPUT GATHERING OCCURRED OVER SEVEN MONTHS IN 2018. NAMES OF COMMUNITY ORGANIZATIONS PROVIDING INPUT & POPULATION REPRESENTED (SANTA CLARA COUNTY) - SANTA CLARA COUNTY PUBLIC HEALTH DEPT - SANTA CLARA COUNTY RESIDENTS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITIES - SANTA CLARA COUNTY DENTAL SOCIETY - MEDICALLY UNDERSERVED - PROJECT CORNERSTONE - MEDICALLY UNDERSERVED - COMMUNITY SOLUTIONS - MEDICALLY UNDERSERVED - SECOND HARVEST FOOD BANK OF SILICON VALLEY - LOW INCOME - SOMOS MAYFAIR - MINORITY, LOW INCOME - PRIVATE PRACTICE PHYSICIAN, PETER R. COELHO, MD - LOW INCOME - COMMUNITY HEALTH PARTNERSHIP - LOW INCOME - NORTHEAST MEDICAL SERVICES - LOW INCOME - ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT - LOW INCOME, MINORITY - INDIAN HEALTH CENTER - LOW INCOME - SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY - LOW INCOME - PLANNED PARENTHOOD MAR MONTE - LOW INCOME - GARDNER FAMILY HEALTH - LOW INCOME - RAVENSWOOD FAMILY HEALTH CENTER - LOW INCOME - VALLEY HOMELESS CLINIC - LOW INCOME - MEDICAL RESPITE PROGRAM - LOW INCOME - HOMELESS RESPONSE TEAM - LOW INCOME - HOME FIRST - LOW INCOME - SANTA CLARA COUNTY BEHAVIORAL HEALTH - MEDICALLY UNDERSERVED - CAMINAR/FAMILY AND CHILDREN SERVICES - MEDICALLY UNDERSERVED - PATHWAYS SOCIETY - MEDICALLY UNDERSERVED - MISSION STREET SOBERING CENTER - MEDICALLY UNDERSERVED - PRIVATE PRACTICE LMFT - MEDICALLY UNDERSERVED - EL CAMINO HOSPITAL - LOW INCOME, MEDICALLY UNDERSERVED - STANFORD HEALTH CARE - LOW INCOME - THE HEALTH TRUST - LOW INCOME - COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW AND LOS ALTOS - LOW INCOME - STANFORD UNIVERSITY - LOW INCOME - SANTA CLARA COUNTY SOCIAL SERVICES AGENCY - LOW INCOME - FIRST 5 - MINORITY - SANTA CLARA COUNTY VIOLENCE PREVENTION - MINORITY - FOOTHILL COMMUNITY HEALTH CENTER - MINORITY - CITY OF SAN JOSE, MAYOR'S GANG PREVENTION TASKFORCE - MINORITY - CITY OF SAN JOSE, PARKS AND RECREATION - MINORITY - HEALTHIER KIDS FOUNDATION - MEDICALLY UNDERSERVED - ALMADEN VALLEY COUNSELING - MEDICALLY UNDERSERVED - CITY OF SUNNYVALE - MEDICALLY UNDERSERVED - CHILDREN'S HEALTH ADVISORY COUNCIL - MEDICALLY UNDERSERVED - MOUNTAIN VIEW/LOS ALTOS SCHOOL DISTRICT - MEDICALLY UNDERSERVED - POSSO CLIENTS/SANTA CLARA COUNTY LOW INCOME SENIOR RESIDENTS - MEDICALLY UNDERSERVED, LOW INCOME, MINORITY - AVENIDAS CLIENTS/SANTA CLARA COUNTY MID-INCOME SENIOR RESIDENTS - MEDICALLY UNDERSERVED, LOW INCOME NAMES OF COMMUNITY ORGANIZATIONS PROVIDING INPUT & POPULATION REPRESENTED (SAN MATEO COUNTY) - SAN MATEO COUNTY PUBLIC HEALTH DEPARTMENT - SAN MATEO COUNTY RESIDENTS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITIES - SAN MATEO COUNTY HEALTH SYSTEM - MEDICALLY UNDERSERVED, LOW INCOME, MINORITIES - SECOND HARVEST FOOD BANK OF SILICON VALLEY - LOW INCOME - BOYS AND GIRLS CLUB OF THE COASTSIDE - LOW INCOME, MINORITY - MID-PENINSULA BOYS AND GIRLS CLUB - LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - ADOLESCENT COUNSELING SERVICES - MEDICALLY UNDERSERVED - SAN MATEO COUNTY ORAL HEALTH COALITION - MEDICALLY UNDERSERVED - SEQUOIA UNION HIGH SCHOOL DISTRICT - MEDICALLY UNDERSERVED - AFRICAN AMERICAN COMMUNITY HEALTH ADVISORY COMMITTEE - MEDICALLY UNDERSERVED, MINORITY - HEALTH PLAN OF SAN MATEO - MEDICALLY UNDERSERVED - PUENTE DE LA COSTA SUR - LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - FIRST 5 - LOW INCOME - DALY CITY YOUTH HEALTH CENTER - MEDICALLY UNDERSERVED - MIDPEN HOUSING - LOW INCOME - STANFORD UNIVERSITY - MEDICALLY UNDERSERVED - NORTH EAST MEDICAL SERVICES - MEDICALLY UNDERSERVED - SAN MATEO COUNTY OFFICE OF EDUCATION - MEDICALLY UNDERSERVED - ABODE SERVICES - LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY HUMAN SERVICES AGENCY - LOW INCOME, MEDICALLY UNDERSERVED - LIFEMOVES - LOW INCOME, MEDICALLY UNDERSERVED - SAMARITAN HOUSE - LOW INCOME, MEDICALLY UNDERSERVED - COASTSIDE HOPE - LOW INCOME, MEDICALLY UNDERSERVED - EL CONCILIO OF SAN MATEO COUNTY - LOW INCOME, MEDICALLY UNDERSERVED - WEHOPE - LOW INCOME, MEDICALLY UNDERSERVED - DALY CITY PARTNERSHIP - LOW INCOME, MEDICALLY UNDERSERVED - STARVISTA - LOW INCOME, MEDICALLY UNDERSERVED - HOME AND HOPE - LOW INCOME, MEDICALLY UNDERSERVED - FAIR OAKS COMMUNITY CENTER - LOW INCOME, MEDICALLY UNDERSERVED - RAPE TRAUMA SERVICES - LOW INCOME, MEDICALLY UNDERSERVED - SAN BRUNO POLICE DEPARTMENT - LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY DISTRICT ATTORNEY'S OFFICE - LOW INCOME, MEDICALLY UNDERSERVED - CHILDREN & FAMILY SERVICES - LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY - LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY OFFICE OF EDUCATION - LOW INCOME, MEDICALLY UNDERSERVED - CITY OF CARLOS PARKS AND RECREATION - LOW INCOME - MEALS ON WHEELS - LOW INCOME - HICAP OF SAN MATEO COUNTY - LOW INCOME - MISSION HOSPICE - LOW INCOME - BELMONT LIBRARY - LOW INCOME - LESLEY SENIOR COMMUNITIES - LOW INCOME - SYNGERY HOMECARE - LOW INCOME - PENINSULA FAMILY SERVICES - LOW INCOME - HIP HOUSING - LOW INCOME - SENIOR ASSIST OF THE PENINSULA - LOW INCOME - SEQUOIA HOSPITAL - LOW INCOME - THE VILLAGES OF SAN MATEO COUNTY CLIENTS/SAN MATEO COUNTY LOW-INCOME SENIOR RESIDENTS - LOW INCOME - PENINSULA FAMILY SERVICES AGENCY CLIENTS/SAN MATEO COUNTY SPANISH-SPEAKING SENIOR RESIDENTS - LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - NORTH FAIR OAKS SENIOR CENTER CLIENTS/ SAN MATEO COUNTY SPANISH-SPEAKING SENIOR RESIDENTS - LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - PRIDE CENTER CLIENTS/SAN MATEO COUNTY LGBTQI RESIDENTS - MEDICALLY UNDERSERVED, MINORITY - CANADA COLLEGE STUDENTS/SAN MATEO COUNTY YOUNG ADULT RESIDENTS - LOW INCOME - PENINSULA CONFLICT RESOLUTION CENTER CLIENTS/SAN MATEO COUNTY PACIFIC ISLANDER RESIDENTS - MINORITY
PART V, SECTION B, LINE 6ATHE CHNA WAS CONDUCTED BY TWO COMMUNITY-BASED COLLABORATIVE GROUPS FOR THE PURPOSE OF IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THE HEALTHY COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY AND THE SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS, AND OTHER COMMUNITY ORGANIZATIONS. THE OTHER HOSPITAL FACILITIES PARTICIPATING IN EACH COLLABORATIVE ARE LISTED BELOW: SANTA CLARA COUNTY: - EL CAMINO HOSPITAL - KAISER PERMANENTE (SAN JOSE AND SANTA CLARA KAISER FOUNDATION HOSPITALS) - LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD - STANFORD HEALTH CARE - VERITY HEALTH SYSTEM (O'CONNOR HOSPITAL AND ST. LOUISE REGIONAL HOSPITAL) SAN MATEO COUNTY: - DIGNITY HEALTH SEQUOIA HOSPITAL - KAISER PERMANENTE (REDWOOD CITY AND SOUTH SAN FRANCISCO KAISER FOUNDATION HOSPITALS) - LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD - STANFORD HEALTH CARE - SUTTER HEALTH (MILLS-PENINSULA MEDICAL CENTER AND MENLO PARK SURGICAL HOSPITAL) - VERITY HEALTH SYSTEM (SETON MEDICAL CENTER)
PART V, SECTION B, LINE 6BTHE CHNA WAS CONDUCTED BY TWO COMMUNITY-BASED COLLABORATIVE GROUPS FOR THE PURPOSE OF IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THE HEALTH COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY AND THE SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS, AND OTHER COMMUNITY ORGANIZATIONS. THE OTHER NON-HOSPITAL ORGANIZATIONS PARTICIPATING IN EACH COLLABORATIVE ARE LISTED BELOW: SANTA CLARA COUNTY: - HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA - SUTTER HEALTH (PALO ALTO MEDICAL FOUNDATION) - SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT SAN MATEO COUNTY: - COUNTY OF SAN MATEO HUMAN SERVICES AGENCY - HOSPITAL CONSORTIUM OF SAN MATEO COUNTY - PENINSULA HEALTH CARE DISTRICT - SAN MATEO COUNTY HEALTH SYSTEM - VERITY HEALTH SYSTEM (SETON COASTSIDE)
PART V, SECTION B, LINES 7A AND 10AHTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. SHC'S 2020-2022 IMPLEMENTATION STRATEGY PROVIDES DETAILED INFORMATION ABOUT SHC'S STRATEGIES FOR ADDRESSING THE 6 PRIORITIZED HEALTH NEEDS AND CAN BE FOUND HERE: HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL.
PART V, SECTION B, LINE 11THE 2019 CHNA IDENTIFIED 6 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA OF SANTA CLARA AND SAN MATEO COUNTIES. STANFORD HEALTH CARE PRIORITIZED ALL 6 HEALTH NEEDS TO ADDRESS; HEALTH CARE ACCESS AND CARE DELIVERY, BEHAVIORAL HEALTH, DIABETES/OBESITY, ORAL HEALTH, HOUSING AND HOMELESSNESS, AND ECONOMIC STABILITY. THE HEALTH NEEDS WERE PRIORITIZED BY APPLYING THE FOLLOWING CRITERIA: - CLEAR DISPARITIES OR INEQUITIES: RECOGNIZABLE DIFFERENCES EXIST IN HEALTH OUTCOMES AMONG SUBGROUPS OF PEOPLE (BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER, OR OTHER FACTORS). - COMMUNITY PRIORITY: THE HIGH FREQUENCY WITH WHICH THE COMMUNITY PRIORITIZED THE ISSUE OVER OTHERS IT EXPRESSED CONCERN ABOUT DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. - MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMS (FOR EXAMPLE, IF OBESITY RATES DECLINE, HEART ATTACK RATES MAY TOO.) - OPPORTUNITY TO LEVERAGE COLLABORATIVES FOR IMPACT: THERE'S AN OPPORTUNITY TO COLLABORATE WITH EXISTING PARTNERS WORKING TO ADDRESS THE NEED, OR TO BUILD ON CURRENT PROGRAMS, EMERGING OPPORTUNITIES, OR OTHER COMMUNITY ASSETS. USING THE CRITERIA, CONSENSUS WAS REACHED AND THE 6 HEALTH NEEDS ARE LISTED IN PRIORITY ORDER: - HOUSING AND HOMELESSNESS - BEHAVIORAL HEALTH - HEALTH CARE ACCESS AND CARE DELIVERY - DIABETES AND OBESITY - ECONOMIC STABILITY - ORAL/DENTAL HEALTH SHC'S 2020 - 2022 IMPLEMENTATION STRATEGY PROVIDES DETAILED INFORMATION ABOUT SHC'S STRATEGIES FOR ADDRESSING THE 6 PRIORITIZED HEALTH NEEDS AND CAN BE FOUND HERE: HTTPS://STANFORDHEALTHCARE-ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML
PART V, SECTION B, LINE 16A-CURL AT WHICH THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/FOR-PATIENTS-VISITORS/FINANCIAL-ASSISTANCE. HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL.
PART V, SECTION B, LINE 20ASHC WILL PURSUE PAYMENT FOR DEBTS OWED FOR HEALTH CARE SERVICES PROVIDED BY SHC. ALL PATIENT ACCOUNT BALANCES THAT MEET SHC CRITERIA FOR ASSIGNMENT TO BAD DEBT ACCORDING TO SHC POLICY AND PROCEDURES ARE ELIGIBLE FOR PLACEMENT WITH A COLLECTION AGENCY. HOWEVER, SHC DOES NOT CURRENTLY ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA). PER SHC POLICY, ECA IS DEFINED TO INCLUDE PLACING LIENS ON INDIVIDUAL PROPERTY, FORECLOSING ON REAL PROPERTY, ATTACHING OR SEIZING AN INDIVIDUAL'S BANK ACCOUNT OR OTHER PERSONAL PROPERTY, COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL, CAUSING AN INDIVIDUAL'S ARREST, GARNISHING WAGES, REPORTING ADVERSE INFORMATION TO A CREDIT AGENCY, DEFERRING OR DENYING MEDICALLY NECESSARY CARE, REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF OUTSTANDING BILLS, AND SALE OF DEBT TO A THIRD PARTY.
FieldValueIRS element (for citing)
Facility5FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
STANFORD EMP HEALTH CLINIC AT QUALCOMM
5535 MOREHOUSE DRIVE S-270SAN DIEGOCA92121STANFORD EMP HEALTH CLINIC AT QUALCOMM
STANFORD EMPLOYER HEALTH CLINIC AT CISCO
3571 N 1ST STREET BLDG QSAN JOSECA95134STANFORD EMPL HEALTH CLINIC AT CISCO
STANFORD EMP HEALTH CLINIC AT QUALCOMM
1650 TECHNOLOGY DRIVE 1ST FLOORSAN DIEGOCA95110STANFORD EMP HEALTH CLINIC AT QUALCOMM
STANFORD EMP HEALTH CLINIC AT VERIZON
741 FIRST AVE BLDG BSUNNYVALECA94089STANFORD EMP HEALTH CLINIC AT VERIZON MEDIA
STANFORD EMP HEALTH CLINIC AT QUALCOMM
10155 PACIFIC HEIGHTS BLVDSAN JOSECA92121STANFORD EMP HEALTH CLINIC AT QUALCOMM

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 6AYES, STANFORD HEALTH CARE PREPARED A COMMUNITY BENEFIT REPORT DURING THE 2020 TAX YEAR. PART I, LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS TOTALED $(202,773,499) IN FY21. THE COMMUNITY HEALTH IMPROVEMENT SERVICES CONSISTS OF - INSURANCE ENROLLMENT FOR UNINSURED AND UNDERINSURED PATIENTS - COMMUNITY HEALTH EDUCATION PROGRAMS - SUPPORTIVE CARE PROGRAMS - HEALTH LIBRARY SERVICES - COVID-19 RESPONSE* *STANFORD HEALTH CARE'S COVID-19 RESPONSE ACTIVITIES ARE INCLUDED AS COMMUNITY HEALTH IMPROVEMENT SERVICES. THESE ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO BROAD COMMUNITY TESTING AND VACCINATION; PURCHASE AND STORAGE OF PERSONAL PROTECTIVE EQUIPMENT; PATIENT CARE SERVICES; STAFFING; CAPITAL IMPROVEMENTS AND INFRASTRUCTURE TO SUPPORT PATIENT CARE AND COMMUNITY HEALTH; DONATIONS (IN-KIND, SUPPLIES AND MATERIALS, AND FINANCIAL) TO COMMUNITY ORGANIZATIONS, AND COMMUNITY-BASED EMERGENCY MANAGEMENT LEADERSHIP AND SUPPORT. *ACCOUNTING FOR STANFORD HEALTH CARE'S COVID-19 RESPONSE: FY20 FY21 TWO YEAR TOTAL EXPENSES (GROSS) $405M $183.5M $588.5M OFFSETTING REVENUE $102M $392M $494M TOTAL UNCOMPENSATED COVID-19 RESPONSE $303M $(208.5)M $94.5M
PART I, LINE 7FHEALTH PROFESSIONS EDUCATION CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $136,910,432 IN FY21. THE HEALTH PROFESSIONS EDUCATION PROGRAM CONSISTS OF FIVE PROGRAMS: - MEDICAL STUDENT, RESIDENT, AND FELLOW TRAINING: STUDENT TRAINING PROGRAMS INCLUDED ALL PRIMARY AND SPECIALTY PROGRAMS. - NURSE STUDENT TRAINING - ALLIED HEALTH PROFESSIONS TRAINING, INCLUDING - CLINICAL LABORATORY - CLINICAL NUTRITION - NUCLEAR MEDICINE - NURSING - PHARMACY - PSYCHOLOGY - PHYSICIAN ASSISTANT - RADIOLOGY - REHABILITATION SERVICES - RESPIRATORY CARE SERVICES - VASCULAR SONOGRAPHY - OTHER HEALTH PROFESSIONS EDUCATION, INCLUDING - CONTINUING EDUCATION FOR NURSES AND SOCIAL WORK PROFESSIONALS. - CLINICAL PASTORAL EDUCATION: STUDENTS, FROM A RANGE OF RELIGIOUS TRADITIONS, ENROLL IN THIS PROGRAM TO PREPARE FOR A CAREER IN CHAPLAINCY OR RECEIVE CONTINUING EDUCATION IN PASTORAL/SPIRITUAL CARE. UPON COMPLETION OF THIS YEAR-LONG PROGRAM, STUDENTS USE THEIR TRAINING AS CLERGY TO PROVIDE EFFECTIVE SPIRITUAL CARE TO INDIVIDUALS AND FAMILIES FACING HEALTH CHALLENGES, INCLUDING DEATH, DYING, AND BEREAVEMENT.
PART I, LINE 7GSUBSIDIZED HEALTH SERVICES CONTRIBUTIONS TOTALED $3,016,464 IN FY21. STANFORD HEALTH CARE SUBSIDIZED HEALTH SERVICES INCLUDES THE STANFORD LIFE FLIGHT PROGRAM. HELICOPTER TRANSPORT OF CRITICALLY ILL AND INJURED ADULT, PEDIATRIC, AND NEONATAL PATIENTS TO DEFINITIVE CARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY.
PART I, LINE 7HRESEARCH CONTRIBUTIONS TOTALED $20,591 IN FY21. STANFORD HEALTH CARE'S OFFICE OF RESEARCH IS STAFFED BY RESEARCH SCIENTISTS AND COORDINATORS, CONDUCTS RESEARCH STUDENTS AND CLINICAL TRIALS TO IMPROVE CARE DELIVERY AND HEALTH OUTCOMES ACROSS THE HEALTH CARE FIELD. THE FY21 RESEARCH INITIATIVES SUPPORTED CULTURALLY COMPETENT CARE OF UNDERSERVED AND VULNERABLE PATIENTS BY NURSING STUDENTS AND OTHER ALLIED HEALTH CARE PROFESSIONS AS WELL AS A COLLABORATION WITH A LOCAL SAFETY NET HOSPITAL TO IMPROVE PATIENT OUTCOMES RELATED TO CENTRAL LINE BLOOD INFECTIONS. PART I, LINE 7I CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $115,876,886 IN FY21.
PART II, LINE 1PHYSICAL IMPROVEMENTS AND HOUSING: SHC SPONSORED THE 2020 REBUILDING TOGETHER PENINSULA DAY, WHICH SUPPORTED VOLUNTEER EFFORTS TO PROVIDE HOUSING IMPROVEMENTS TO A LOW-INCOME FAMILY. HOUSING IMPROVEMENTS, INCLUDING PAINTING THE HOUSE, LANDSCAPING, ROOF REPAIRS, AND INSTALLATION OF WINDOW SECURITY BARS.
PART II, LINE 3COMMUNITY SUPPORT: SHC'S OFFICE OF EMERGENCY MANAGEMENT (OEM) PLAYS A KEY ROLE IN DISASTER PLANNING FOR THE COMMUNITY. THROUGH OEM, SHC COLLABORATES WITH LOCAL MUNICIPALITIES, COUNTY GOVERNMENT, AND OTHER HOSPITALS TO COORDINATE PLANNING, MITIGATION, REPOSE, AND RECOVERY ACTIVITIES FOR EVENTS THAT COULD ADVERSELY IMPACT THE COMMUNITY. THE GOAL OF THESE ACTIVITIES IS TO MINIMIZE THE IMPACT ON LIFE, PROPERTY, AND THE ENVIRONMENT FROM CATASTROPHIC EVENTS SUCH AS PANDEMIC FLU, EARTHQUAKES, AND OTHER DISASTERS. OEM WORKS WITH EMERGENCY MEDICAL SERVICES IN BOTH SAN MATEO AND SANTA CLARA COUNTIES ON JOINT DISASTER EXERCISES, DISASTER PLANNING AND MITIGATION, AND BEST PRACTICES. OEM PROVIDES CRITICAL SERVICES FOR SAN MATEO AND SANTA CLARA COUNTIES' EMS AND OTHER AGENCIES, AS WELL AS THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND OTHER HOSPITALS BY MAINTAINING CACHES OF EMERGENCY MEDICAL EQUIPMENT AND SUPPLIES FOR READY ACCESS AND DEPLOYMENT IN THE CASE OF DISASTER OR EMERGENCIES. OEM PROVIDES REGULAR INVENTORY REVIEW AND 24/7 SECURITY TO ENSURE THAT THESE EMS SUPPLIES ARE SERVICE-READY AT ALL TIMES. SHC'S OFFICE OF EMERGENCY MANAGEMENT DEVOTED SIGNIFICANT LEADERSHIP AND RESOURCES TO THE LOCAL AND REGIONAL COVID-19 EMERGENCY MANAGEMENT EFFORTS. THESE EFFORTS ARE ACCOUNTED FOR IN COMMUNITY HEALTH IMPROVEMENT SERVICES (CATEGORY 7A).
PART III, LINE 2 & 4THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS ARE DISCOUNTS BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICY, AND HISTORICAL COLLECTION EXPERIENCE. THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLES INVOLVED HISTORICAL COLLECTION EXPERIENCE, CHANGES IN CONTRACTS WITH PAYORS, AND SIGNIFICANT ASSUMPTIONS AND JUDGMENT.
PART III, LINE 8SHC HAS BEEN UTILIZING A COST ACCOUNTING (EPSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST, AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS, INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2021. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT IS IN IMPROVING ACCESS TO NEEDED HEALTHCARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. BENEFITS AND THE SERVICES ARE NOT ONLY PROVIDED TO THE POOR BUT TO THOSE WHO NEED SPECIAL SERVICES AND SUPPORT, WHICH INCLUDES MEDICARE BENEFICIARIES. THUS, TOTAL COMMUNITY BENEFIT EXPENSE WHICH INCLUDES UNCOMPENSATED COSTS OF PUBLIC PROGRAM FOR TREATING MEDICARE BENEFICIARIES IN EXCESS OF GOVERNMENT PAYMENTS.
PART III, SECTION C, LINE 9BIT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL ASSISTANCE HARDSHIP INCLUDING UNINSURED DISCOUNTS, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC WILL SUSPEND ANY AND ALL COLLECTION ACTIONS IF A COMPLETED FINANCIAL ASSISTANCE APPLICATION, INCLUDING ALL REQUISITE SUPPORTING DOCUMENTATION, IS RECEIVED. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES OR FILE LIENS ON PRIMARY RESIDENCES.
PART VI, LINE 2LOCAL COLLABORATIVES WERE FORMED IN SAN MATEO AND SANTA CLARA COUNTIES FOR THE PURPOSE OF IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THESE COLLABORATIVES ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS AND OTHER COMMUNITY ORGANIZATIONS. BETWEEN 2018 AND 2019, SHC WORKED TOGETHER WITH THESE COLLABORATIVES TO CONDUCT AN EXTENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), WHICH MEETS ALL REQUIREMENTS OF THE CALIFORNIA STATE SENATE BILL 697 AS WELL AS IRS REQUIREMENTS FOR COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGIES PURSUANT TO THE 2010 AFFORDABLE CARE ACT (SECTION 1-501(R)(3)). THROUGH THIS PROCESS, THE COLLABORATIVES COMPILED STATISTICAL DATA AND PROVIDED COMPARISONS AGAINST HEALTHY PEOPLE 2020 BENCHMARKS. WHERE HEALTHY PEOPLE 2020 BENCHMARKS WERE NOT AVAILABLE, STATEWIDE AVERAGES AND RATES WERE USED AS BENCHMARKS. THE COLLABORATIVES CONDUCTED PRIMARY RESEARCH USING THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT: INTERVIEWS WITH HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS, AND STAKEHOLDERS, AND RESIDENT FOCUS GROUPS. TO PROVIDE A VOICE TO THE COMMUNITY, AND IN ALIGNMENT WITH THE IRS REGULATION, THE FOCUS GROUPS TARGETED RESIDENTS WHO ARE MEDICALLY UNDERSERVED, IN POVERTY, AND OF MINORITY POPULATIONS. IN SANTA CLARA COUNTY, THE COLLABORATIVE GATHERED FURTHER COMMUNITY INPUT THROUGH AN ONLINE SURVEY. THE SURVEY ASKED PARTICIPANTS TO RANK A LIST OF HEALTH NEEDS IN SANTA CLARA COUNTY AND INVITED THEM TO ADD OTHER NEEDS TO THE LIST. SURVEY PARTICIPANTS ALSO CONTRIBUTED INFORMATION ABOUT THE CURRENT ASSETS AND RESOURCES AVAILABLE TO MEET HEALTH NEEDS. THIS DATA COLLECTION WAS SYNTHESIZED AND PRODUCED A LIST OF 6 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA OF SANTA CLARA AND SAN MATEO COUNTIES. THE STANFORD HEALTH CARE COMMUNITY PARTNERSHIP PROGRAM STEERING COMMITTEE PRIORITIZED THE LIST OF SIGNIFICANT HEALTH NEEDS BY APPLYING THE FOLLOWING CRITERIA: - CLEAR DISPARITIES OR INEQUITIES: RECOGNIZABLE DIFFERENCES EXIST IN HEALTH OUTCOMES AMONG SUBGROUPS OF PEOPLE (BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER, OR OTHER FACTORS). - COMMUNITY PRIORITY: THE HIGH FREQUENCY WITH WHICH THE COMMUNITY PRIORITIZED THE ISSUE OVER OTHERS IT EXPRESSED CONCERN ABOUT DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. - MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMS (FOR EXAMPLE, IF OBESITY RATES DECLINE, HEART ATTACK RATES MAY TOO). - OPPORTUNITY TO LEVERAGE COLLABORATIVES FOR IMPACT: THERE'S AN OPPORTUNITY TO COLLABORATE WITH EXISTING PARTNERS WORKING TO ADDRESS THE NEED, OR TO BUILD ON CURRENT PROGRAMS, EMERGING OPPORTUNITIES, OR OTHER COMMUNITY ASSETS.
PART VI, LINE 3PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SHC PROVIDES DEDICATED RESOURCES TO PATIENTS THAT APPLY FOR CHARITY CARE AND PROACTIVELY CONDUCTS OUTREACH TO PATIENTS TO INFORM THEM OF THE PROGRAM'S AVAILABILITY AND THEIR POTENTIAL ELIGIBILITY FOR ASSISTANCE. BROCHURES AND SIGNAGE ARE CONSPICUOUSLY DISPLAYED AT ALL CARE DELIVERY LOCATIONS WITH INSTRUCTION ON WHERE TO LOCATE ADDITIONAL INFORMATION ON ELIGIBILITY FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE APPLICATIONS, AND INSTRUCTIONS ON HOW TO APPLY ARE ALSO AVAILABLE ON THE SHC WEBSITE, VIA MAIL, MYHEALTH (SHC'S ONLINE PATIENT BILLING PLATFORM) AND IN ALL SHC CARE DELIVERY LOCATIONS.
PART VI, LINE 4COMMUNITY INFORMATION SHC IS A REGIONAL REFERRAL CENTER FOR AN ARRAY OF ADULT SPECIALTIES, DRAWING PATIENTS FROM THROUGHOUT CALIFORNIA, ACROSS THE COUNTRY, AND INTERNATIONALLY. HOWEVER DUE TO ITS LOCATION IN PALO ALTO, ON THE NORTHERN END OF SANTA CLARA COUNTY AND BORDERING SAN MATEO COUNTY, THE MAJORITY OF SHC'S PATIENTS (APPROXIMATELY 51 PERCENT) ARE RESIDENTS OF SAN MATEO AND SANTA CLARA COUNTIES. THEREFORE, FOR THE PURPOSES OF ITS COMMUNITY BENEFIT PROGRAM, SHC HAS IDENTIFIED THESE TWO COUNTIES AS ITS TARGET COMMUNITY. SHC MAINTAINS A STRONG COMMITMENT TO THE HEALTH OF ITS COMMUNITY MEMBERS AND DEDICATES CONSIDERABLE RESOURCES TO SUPPORT ITS COMMUNITY BENEFIT PROGRAM. IN 2016, APPROXIMATELY 1.9 MILLION RESIDENTS LIVED IN SANTA CLARA COUNTY. SAN MATEO COUNTY IS FAR SMALLER WITH APPROXIMATELY 765,000 RESIDENTS IN 2016. THE ETHNIC MAKE-UP OF BOTH COUNTIES IS APPROXIMATELY 60 PERCENT WHITE, 33 PERCENT ASIAN, 25 PERCENT HISPANIC/LATINO, AND 3 PERCENT BLACK/AFRICAN-AMERICAN. THE ASIAN PACIFIC ISLANDER POPULATION IS GREATER IN SAN MATEO COUNTY (2 PERCENT) THAN IN SANTA CLARA COUNTY (0.5 PERCENT). MORE THAN ONE-THIRD OF RESIDENTS IN BOTH COUNTIES ARE FOREIGN-BORN. THE FEDERAL POVERTY LINE (FPL) IS THE TRADITIONAL MEASURE OF POVERTY IN A COMMUNITY. UNFORTUNATELY, THE FPL DOES NOT TAKE INTO CONSIDERATION LOCAL CONDITIONS SUCH AS THE HIGH COST OF LIVING IN THE SAN FRANCISCO BAY AREA. AS SUCH, THE CALIFORNIA SELF-SUFFICIENCY STANDARD (CASSS) IS A BETTER ESTIMATE OF ECONOMIC STABILITY IN BOTH COUNTIES. CASSS CITES THAT APPROXIMATELY 30 PERCENT OF HOUSEHOLDS ACROSS SCC AND SMC IN 2018 WERE UNABLE TO MEET THEIR BASIC NEEDS. FOR A SINGLE PARENT WITH 2 CHILDREN, CASSS ESTIMATES THAT AN ANNUAL INCOME OF $107,000 IN SCC AND $126,000 IN SMC WAS NECESSARY TO MEET BASIC NEEDS. WHILE MINIMUM WAGE WAS $13.00 (SCC) AND $13.50 (SMC) PER HOUR IN 2018, TO MEET THE CASSS ESTIMATE AN HOURLY WAGE OF $50 (SCC) AND $60 (SMC) WAS REQUIRED. LASTLY, CASSS REPORTS A 25 PERCENT INCREASE IN THE COST OF LIVING ACROSS BOTH COUNTIES BETWEEN 2015 AND 2018. UNFORTUNATELY, THE BUREAU OF LABOR STATISTICS CITES ONLY A 4 PERCENT PER YEAR AVERAGE INCREASE IN WAGES ACROSS THE SAN JOSE-SAN FRANCISCO-OAKLAND METROPOLITAN AREA DURING THE 2015-2018 TIME PERIOD. IN 2018, INSIGHT PUBLISHED THE COST OF BEING CALIFORNIAN, WHICH CITES SIGNIFICANT INCOME, ETHNIC, AND GENDER DISPARITIES EXIST ACROSS CALIFORNIA. THE KEY FINDINGS OF THE COST OF BEING CALIFORNIA REPORT, INCLUDE: - CALIFORNIA (CA) HOUSEHOLDS OF COLOR ARE TWICE AS LIKELY AS WHITE HOUSEHOLDS TO LACK ADEQUATE INCOME TO MEET THEIR BASIC NEEDS - 52 PERCENT OF LATINO CA HOUSEHOLDS ARE STRUGGLING TO GET BY VS. 23 PERCENT OF WHITE HOUSEHOLDS - CA HOUSEHOLDS OF COLOR MAKE UP 57 PERCENT OF ALL CALIFORNIA HOUSEHOLDS, BUT CONSTITUTE 72 PERCENT OF HOUSEHOLDS THAT FALL BELOW THE CASSS - WOMEN IN CA 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 CASSS - POLICY CHANGE TO INCREASE WAGES, INSTITUTE COMPREHENSIVE PAID FAMILY LEAVE, CURB RISING HOUSING COSTS, AND ESTABLISH UNIVERSAL CHILD CARE ARE NEEDED
PART VI, LINE 5PROMOTION OF COMMUNITY HEALTH STANFORD HEALTH CARE 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 FY2021 COMMUNITY BENEFIT REPORT AND IMPLEMENTATION PLAN FILED FEBRUARY 2022 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://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. BELOW IS A LISTING OF STANFORD HEALTH CARE'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. 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 CLINICAL TRIALS, INFORMATION AND ENROLLMENT SERVICES, HEALTH INSURANCE ENROLLMENT SERVICES FOR LOW-INCOME ADULTS AND CHILDREN, COMMUNITY HEALTH EDUCATIONS PROGRAMS, SUPPORTIVE CARE PROGRAMS FOR CANCER AND NEUROSCIENCE PATIENTS, AND ONGOING RESEARCH IN THE AREAS OF CARE DELIVERY AND QUALITY IMPROVEMENT. 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 AND WORKFORCE DEVELOPMENT IN THE REGION, AND ADVOCATES FOR COMMUNITY HEALTH ISSUES. ACADEMIC MEDICAL CENTER - RESEARCH STANFORD HEALTH CARE 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. STANFORD HEALTH CARE 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. STANFORD HEALTH CARE FUNDS ONGOING RESEARCH THROUGH STANFORD UNIVERSITY SCHOOL OF MEDICINE THAT SEEKS TO IMPROVE THE HEALTH OF OUR COMMUNITY.
PART VI, LINE 6AFFILIATED HEALTH CARE SYSTEM IN MAY 2015, THE HOSPITAL COMMITTEE FOR THE LIVERMORE-PLEASANTON AREAS (VCHS) BECAME AN AFFILIATE OF STANFORD HEALTH CARE (SHC). VCHS PARTNERS WITH SHC TO SERVE THE EAST BAY'S TRI-VALLEY REGION OF LIVERMORE, DUBLIN AND PLEASANTON. VCHS'S FACILITIES IN LIVERMORE, DUBLIN AND PLEASANTON INCLUDE VALLEY MEDICAL CENTER, EMERGENCY SERVICES AND TWO URGENT CARE CENTERS. VCHS ALLOWS SHC TO EXPAND ITS PRESENCE IN THE CRITICAL TRI-VALLEY AREA BY PARTNERING WITH A HIGH QUALITY, HIGH VALUE COMMUNITY HOSPITAL. VCHS WILL PARTICIPATE IN ALL THREE OF SHC'S MISSIONS BY PROVIDING SHC'S LEADING EDGE CLINICAL CARE IN THE VCHS COMMUNITY, TRAINING FUTURE MEDICAL LEADERS THROUGH RESIDENCY ROTATIONS AND OTHER ACADEMIC PURSUITS, AND PROVIDING THE TRI-VALLEY AREA INCREASED ACCESS TO CLINICAL TRIALS FOR LIFE-SAVING TREATMENTS. IN ADDITION, SHC'S GROWING EXPERTISE IN POPULATION AND PRECISION HEALTH WILL BE LEVERAGED TO SERVE THIS COMMUNITY.
PART VI, LINE 7ALL STATES IN WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: CALIFORNIA

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
OPERATION ACCESS
1119 MARKET STSUITE 400SAN FRANCISCOCA94103943180356501(C)(3)$130,000CARE COORDINATION EFFORTS ACROSS SANTA CLARA AND SAN MATEO COUNTIES
AVENIDAS
450 BRYANT STREETPALO ALTOCA94301941480548501(C)(3)$322,565COMMUNITY BASED HEALTH HOME PROGRAM$6,678FMV PER POUND BASISMEDICAL SUPPLIES
DESTINATION HOME SV
3180 NEWBERRY DRIVESUITE 200SAN JOSECA95118823353174501(C)(3)$800,000HOUSING/HOMELESSNESS
DOWNTOWN STREETS INC
1671 THE ALAMEDASUITE 306SAN JOSECA95126205242330501(C)(3)$227,764HOUSING/HOMELESSNESS
HEALTHCARE FOUNDATION
1215 K STREETSUITE 730SACRAMENTOCA95814861174825501(C)(3)$528,145MEDICAL RESPITE PROGRAM
ROTACARE BAY AREA INC
514 VALLEY WAYMILPITASCA95035770328723501(C)(3)$21,250CLINIC RE-OPENING AND COVID CARE DELIVERY NEEDS
PENINSULA HEALTHCARE CONNECTION INC
33 ENCINA AVENUE 103PALO ALTOCA94301202886131501(C)(3)$185,000HEALTHCARE FOR HOMELESS AND EXPANDED ACCESS TO CARE$709,744SALARIES, BENEFITS,DONATED STAFF TIME
VIDA USA
3690 MT DIABLO BLVDLAFAYETTECA94549680249466501(C)(3)MEDICAL SUPPLIES, EQUIPMENT DONATION$944,874FMV PER POUND BASISMEDICAL SUPPLIES, EQ
SAMARITAN HOUSE
4031 PACIFIC BOULEVARDSAN MATEOCA94403237416272501(C)(3)$400,000SUPPORT COMMUNITY CLINIC
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUESAN JOSECA95125942614101501(C)(3)$660,000ECONOMIC SECURITY
SALVATION ARMY
702 W TAYLOR STSAN JOSECA95126941156345501(C)(3)FURNITURE DONATION$9,000FMV PER POUND BASISFURNITURE
SONRISAS DENTAL HEALTH INC
750 CURTNER AVENUESAN JOSECA95125943390196501(C)(3)$171,000SUPPORT COMMUNITY CLINIC
SOUTH COUNTY COMMUNITY HEALTH CENTER INC
1885 BAY ROADEAST PALO ALTOCA94303943372130501(C)(3)$163,210COMMUNITY HEALTH NEEDS ASSESSMENT$130,100FMV PER POUND BASISFURNITURE DONATION,
THE BOARD OF TRUSTEES OF STANFORD UNIVERSITY
3145 PORTER DRIVEPALO ALTOCA94304941156365501(C)(3)$104,106,225SUPPORT FOR HEALTH PROFESSIONS EDUCATION & TRAINING, RESEARCH, PHYSICIANS SERVICES FOR FQHCs, AND ACCESS TO CARE$48,166FMV OF RADIOLOGY & LIN KIND RADIOLOGY AN
THE HEALTH TRUST
3180 NEWBERRY DR S200SAN JOSECA95118946050231501(C)(3)$450,000ECONOMIC SECURITY
LA COCINA
2948 FOLSOM STSAN FRANCISCOCA94110593838549501(C)(3)FURNITURE, EQUIPMENT DONATION$7,480FMV PER POUND BASISFURNITURE, EQUIPMENT
GO COPIA PBC
1160 BATTERY ST ESAN FRANCISCOCA94111471068807170(E)FOOD DONATION$62,703FMV PER POUND BASISFOOD DONATION
ECUMENCIAL HUNGER PROGRAM
2411 PULGAS AVEEAST PALO ALTOCA94303942476942501(C)(3)FOOD DONATION$40,000FMV PER POUND BASISFOOD DONATION
ROOTS COMMUNITY HEALTH CENTER
7272 MAC ARTHUR BLVDOAKLANDCA94605262583954501(C)(3)$50,000COMMUNITY HEALTH NEEDS ASSESSMENT$175,459SALARIES, BENEFITS ADONATED STAFF TIME
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePROCEDURES FOR MONITORING USE OF GRANT FUNDSFormAndLineReferenceDesc
ExplanationSCHEDULE I, PART I, LINE 2 FOLLOWING GRANT APPROVAL BY THE COMMUNITY PARTNERSHIP PROGRAM STEERING COMMITTEE, SHC PROVIDES A GRANT AWARD LETTER/RESTRICTED USE LETTER TO THE GRANT RECIPIENT DETAILING THE TERMS OF THE GRANT, INCLUDING GRANT PERIOD, GRANT AWARD AMOUNT AND PAYMENT SCHEDULE, GRANT REPORTING SCHEDULE, AND GRANT GOALS AND OUTCOMES. THE GRANT RECIPIENT PROVIDES ELECTRONIC SIGNATURE AGREEING TO THE TERMS OF THE RESTRICTED USE LETTER AND VERIFYING RECEIPT OF PAYMENT. THE SHC GRANTS MANAGER MAINTAINS CONTACT THROUGHOUT THE GRANT PERIOD, VERIFYING APPROPRIATE USE OF FUNDS AND PROGRESS ON STATED GOALS AND OBJECTIVES. AT THE END OF THE GRANT PERIOD, FINAL GRANT REPORTS ARE REVIEWED BY THE GRANT MANAGER. COPIES OF ALL DOCUMENTS ARE KEPT ELECTRONICALLY BY THE COMMUNITY PARTNERSHIP PROGRAM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARY HAWN MD
DIRECTOR (SEE SCHEDULE O)$0$815,663$0$793,797$0$18,258$0$25,650$0$69,300$0$1,722,668$0
DAVID ENTWISTLE
DIRECTOR/CEO$1,928,772$0$2,077,017$0$354,924$0$361,427$0$51,033$0$4,773,173$0$296,675$0
DALE BEATTY
CNO & VP PATIENT CARE SERVICES$476,491$0$106,287$0$177,337$0$83,221$0$20,575$0$863,911$0$50,871$0
LINDA HOFF
CFO$918,479$0$843,839$0$155,690$0$139,572$0$28,312$0$2,085,892$0$98,782$0
QUINN MCKENNA
COO$1,034,663$0$998,981$0$345,445$0$173,659$0$51,381$0$2,604,129$0$129,651$0
LLOYD B MINOR MD
DIRECTOR (SEE SCHEDULE O)$0$1,565,758$0$250,000$0$110,891$0$328,500$0$34,650$0$2,289,799$0$0
CATHERINE D KRNA
VP - AMBULATORY CARE & GI$530,744$0$123,240$0$163,332$0$77,222$0$43,858$0$938,396$0$41,101$0
ERIC YABLONKA
CHIEF INFORMATION OFFICER$823,159$0$157,661$0$154,164$0$25,962$0$21,559$0$1,182,505$0$2,268$0
SRIDHAR SESHADRI
VP CANCER CTR & HEART CTR$596,074$0$132,404$0$236,035$0$32,278$0$50,481$0$1,047,272$0$1,346$0
PAUL KING
DIRECTOR (SEE SCHEDULE O)$0$1,090,236$0$512,835$0$47,334$0$231,117$0$19,895$0$1,901,417$0$0
RANDALL LIVINGSTON
DIRECTOR (SEE SCHEDULE O)$0$752,069$0$0$0$70,848$0$329,833$0$32,822$0$1,185,572$0$0
MEGAN MAHONEY MD
DIRECTOR (SEE SCHEDULE O)$0$344,245$0$87,153$0$439$0$24,894$0$30,183$0$486,914$0$0
YIPING WOO MD
DIRECTOR (SEE SCHEDULE O)$0$1,518,423$0$1,130,226$0$0$0$24,955$0$72,245$0$2,745,849$0$0
GARY FRITZ
VP - APPLICATIONS$400,518$0$91,764$0$64,422$0$25,772$0$38,867$0$621,343$0$461$0
ALISON M KERR
VP - NEURO ORTHO SL/CAO CLN OP$462,672$0$128,010$0$151,905$0$73,927$0$21,595$0$838,109$0$0$0
HELEN M WILMOT
VP TRANSITION & STRATEGIC SPAC$423,649$0$193,503$0$140,959$0$34,285$0$43,832$0$836,228$0$680$0
DAVID D JONES
VP & CHIEF HR OFFICER$513,620$0$162,870$0$162,592$0$99,015$0$33,288$0$971,385$0$64,827$0
THOMAS Y KIM
VP-CHIEF MKT DEVELOP. OFFICER$484,033$0$177,670$0$62,331$0$66,461$0$19,485$0$809,980$0$0$0
JILL A BUATHIER
VP & CRC OFFICER$456,751$0$240,944$0$68,699$0$31,176$0$48,477$0$846,047$0$0$0
PRIYA SINGH
VP & CHIEF STRATEGY OFFICER$709,386$0$408,834$0$32,724$0$108,137$0$6,745$0$1,265,826$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1AHOUSING ALLOWANCE 3 OFFICERS AND 4 KEY EMPLOYEES RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III).
SCHEDULE J, PART I, LINE 4BSTANFORD 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) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2020: SRIDHAR B. SESHARDI $87,094 CATHERINE D. KRNA $43,158 DAVID ENTWISTLE $311,519 DAVID D. JONES $68,070 QUINN MCKENNA $136,138 LINDA HOFF $103,725 ERIC YABLONKA $87,355 DALE BEATTY $53,417 HELEN M. WILMOT $61,115 ALISON M. KERR $34,310 GARY FRITZ $33,605 JILL A. BUATHIER $39,813 THOMAS Y. KIM $37,549 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR 2020 ARE REPORTED IN COLUMN (F). RANDALL LIVINGSTON AND LLOYD B. MINOR PARTICIPATE IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. AMOUNTS CREDITED TO THE PLAN ARE BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F).
SCHEDULE J, PART I, LINE 7 & PART II, DESCRIPTION FOR COLUMN B(II)OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. THE ANNUAL INCENTIVE PLAN (AIP) IS BASED ON ACHIEVING CERTAIN GOALS ESTABLISHED PRIOR TO THE NEW FISCAL YEAR. THE GOALS ARE BASED ON THE FOCUSED AREAS, SUCH AS PATIENT CARE, QUALITY/SAFETY SERVICE, FINANCIAL RESULT, AND DEPARTMENT/PERSONAL PERFORMANCE.
SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(III)OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(III) INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE.
SCHEDULE J, PART IIDIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
A52164382813033LNX12008-06-02$428,500,0002008 SERIES AB-SEE PART VIYes (true)falsefalse
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
B52164382813033LZD22012-05-23$608,293,7222012 SERIES ABCD-SEE PART VIYes (true)falsefalse
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
C52164382813033L8Q32015-06-30$180,626,5002015 SERIES AB-SEE PART VIYes (true)falsefalse
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
D52164382813032UQR22017-12-28$530,337,8592017 SERIES A-SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$84,760,000$174,715,000$428,500,000$0$0$0$0$0$0$0$428,500,000$02008Yes (true)falseYes (true)Yes (true)
B$213,335,000$340,000,000$614,499,969$0$0$0$4,780$0$0$535,097,892$79,397,297$02019falseYes (true)Yes (true)Yes (true)
C$75,000,000$0$182,519,359$0$0$0$0$0$0$182,519,359$0$02019falsefalseYes (true)Yes (true)
D$0$0$562,814,522$0$0$178,222,614$0$0$0$0$384,591,908$02017falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)false0.000700.00070falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)false0.000100.00010falsefalsefalseYes (true)
CfalsefalseYes (true)Yes (true)false0.000000.00000falsefalsefalseYes (true)
DfalseYes (true)Yes (true)Yes (true)false0.000100.00010falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
SEE PART VI
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)falseYes (true)false0falseYes (true)
0
BfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)
0
DfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceTAX EXEMPT BONDSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE K, PART I BOND ISSUES: A CUSIP#: 13033LNX1 - ORIGINAL CUSIP IN TAX CERTIFICATE IS NO LONGER OUTSTANDING SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2006 SERIES A & B DATE OF ISSUE: MARCH 9, 2006. BOND ISSUES: B CCUSIP#: 13033LZD2 - ORIGINAL CUSIP IN TAX CERTIFICATE IS NO LONGER OUTSTANDING SERIES: 2012 SERIES A, C AND D DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL DATE OF ISSUE: May 23, 2012. 2012C LEGALLY DEFEASED IN APRIL 2020 2012A AND 2012D LEGALLY DEFEASED IN APRIL 2021 BOND ISSUES: B CUSIP#: 13033LZD2 - ORIGINAL CUSIP IN TAX CERTIFICATE IS NO LONGER OUTSTANDING SERIES: 2012 SERIES B DESCRIPTION OF PURPOSE: ADVANCE REFUNDING OF 2003 SERIES A. Total value of refunded 2003A bonds was $79,397,296.87 DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: C CUSIP: 13033L8Q3 SERIES: 2015 SERIES A & B DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL DATE OF ISSUE: 06/30/2015. 2015B LEGALLY DEFEASED IN APRIL 2021 BOND ISSUES: D CUSIP: 13032UQR2 SERIES: 2017 SERIES A DESCRIPTION OF PURPOSE: ADVANCED REFUNDING OF A PORTION OF 2008A, A PORTION OF 2010A AND ENTIRE 2010B ISSUE DATE OF ISSUE: 12/28/2017. BOND ISSUES: A CUSIP#: 13032UVN5 SERIES: 2020 SERIES A DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL CURRENT REFUNDING OF THE 2012C ISSUE BOND ISSUES: B CUSIP#: 13032UYT9 SERIES: 2021 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF THE 2012D & 2015B ISSUES PART II, COLUMN (B), LINE 3: THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS PART II, COLUMN (C), LINE 3: THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS PART II, COLUMN (D), LINE 3: THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS PART II, COLUMN (A), LINE 3: THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS PART II, COLUMN (B), LINE 14: 2012B BONDS ADVANCE REFUNDED 2003A BONDS Part IV, LINE 2C, COLUMN (A) - REBATE CALCUALTION DATE FOR SERIES 2008: 08/31/2021 Part IV, LINE 2C, COLUMN (B) - REBATE CALCULATION DATE FOR SERIES 2012: 08/31/2021 Part IV, LINE 2C, COLUMN (C) - REBATE CALCULATION DATE FOR SERIES 2015: 08/31/2021 Part IV, LINE 2C, COLUMN (D) - REBATE CALCULATION DATE FOR SERIES 2017: 08/31/2021 PART IV, LINE 2C, COLUMN (A) - CALCULATIONS DATE: 8/31/2021 PART IV, LINE 2C, COLUMN (B) - REBATE CALCULATION WILL OCCUR AFTER THE BONDS REACH 1 YEAR ANNIVERSARY DATE IN APRIL 2022 Part IV ISSUE A: SERIES: 2008 SERIES B1 AND 2008 SERIES B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/2014. NOVATED FROM ORIGINAL COUNTERPARTY, J.P. MORGAN CHASE BANK N.A. EFFECTIVE JANUARY 1, 2011 PART IV LINE 3: 2012C WERE VARIABLE BONDS (DEFEASED IN APRIL 2020). 2012D WERE VARIABLE BONDS (DEFEASED IN APRIL 2021). 2015B WERE VARIABLE BONDS (DEFEASED IN APRIL 2021). 2008B ARE VARIABLE RATE BONDS.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
A52164382813032UVN52020-04-01$190,005,3272020 SERIES A-SEE PART VIfalsefalsefalse
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
B52164382813032UYT92021-04-30$175,002,1412021 SERIES A-SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$190,012,515$0$0$0$0$0$0$130,005,327$60,007,188$02020Yes (true)falseYes (true)Yes (true)
B$0$0$175,002,141$0$0$0$0$0$0$0$175,002,141$02021Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)false0.000000.00000falsefalsefalseYes (true)
BfalsefalseYes (true)Yes (true)false0.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)
0
BfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (10 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
DAVID ENTWISTLE
OFFICERHOUSING LOANYes (X)$1,000,000$1,000,000falseYes (true)Yes (true)
DAVID ENTWISTLE
OFFICERHOUSING LOANYes (X)$1,000,000$1,000,000falseYes (true)Yes (true)
DAVID ENTWISTLE
OFFICERHOUSING LOANYes (X)$1,000,000$1,000,000falseYes (true)Yes (true)
QUINN MCKENNA
OFFICERHOUSING LOANYes (X)$500,000$500,000falseYes (true)Yes (true)
QUINN MCKENNA
OFFICERHOUSING LOANYes (X)$500,000$500,000falseYes (true)Yes (true)
QUINN MCKENNA
OFFICERHOUSING LOANYes (X)$500,000$500,000falseYes (true)Yes (true)
QUINN MCKENNA
OFFICERHOUSING LOANYes (X)$500,000$500,000falseYes (true)Yes (true)
DALE BEATTY
KEY EMPLOYEEHOUSING LOANYes (X)$500,000$500,000falseYes (true)Yes (true)
LINDA HOFF
OFICERHOUSING LOANYes (X)$953,000$953,000falseYes (true)Yes (true)
GARY FRITZ
KEY EMPLOYEEHOUSING LOANYes (X)$300,000$300,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$6,753,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

TransactionTransactionDesc
BETH DAWES
COMPENSATION FOR EMPLOYMENT
EXPRESSSCRIPTS
PAYMENT FOR PRODUCTS
VARIAN MEDICAL SYSTEMS
PAYMENT FOR PRODUCTS
STANFORD PET-CT LLC
PAYMENT FOR SERVICES
SUMIT INSURANCE COMPANY LTD
PAYMENT FOR INSURANCE PREMIUMS
SU MED NETWORK RISK MGMT AUTHORITY
PAYMENT FOR SERVICES TO SRA
SU MED NETWORK RISK MGMT AUTHORITY
PAYMENT FOR SERVICES TO SHC

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IIFormAndLineReferenceDesc
ExplanationLOANS TO/FROM INTERESTED PERSONS EACH LOAN TO AN INTERESTED PERSON IS MADE FROM STANFORD HEALTH CARE (SHC) TO THE INDIVIDUAL (COLUMN D). NONE OF THE LOANS ARE IN DEFAULT (COLUMN G). ALL LOANS HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS (COLUMN H) AND, FOR EACH LOAN ISSUED, THERE EXISTS A WRITTEN AGREEMENT BETWEEN SHC AND THE BORROWER (COLUMN I). THE LOANS TO INTERESTED PERSONS FALL UNDER THREE CATEGORIES: MORTGAGE ASSISTANCE PROGRAM (MAP), DEFERRED INTEREST PAYMENT (DIP), AND ZERO INTEREST PROGRAM (ZIP). FOR THE THREE TYPES OF LOANS, SHC WILL SHARE IN ANY APPRECIATION IN VALUE OF THE PROPERTY AT THE TIME OF REPAYMENT BASED ON ITS PERCENTAGE OF OWNERSHIP INTEREST. APPRECIATION IS THE DIFFERENCE BETWEEN THE DUE DATE FAIR MARKET VALUE OF THE PROPERTY AND THE ORIGINAL PURCHASE PRICE. THE MORTGAGE ASSISTANCE PROGRAM LOAN (MAP) IS A NON-AMORTIZING, INTEREST ONLY HOME LOAN REQUIRING THE PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. THE DEFERRED INTEREST PAYMENT LOAN (DIP) IS A NON-AMORTIZING HOME LOAN REQUIRING NO PAYMENT UNTIL THE PRINCIPAL AND DEFERRED INTEREST ARE DUE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. ZERO INTEREST PROGRAM LOAN (ZIP) IS A NON-AMORTIZING, ZERO INTEREST HOME LOAN, REQUIRING PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$346,722NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$40,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN BSTANFORD HEALTH CARE IS REPORTING THE NUMBER OF CONTRIBUTIONS.
SCHEDULE M, PART I, QUESTION 32BSTANFORD HEALTH CARE UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MISSIONFORM 990, PART I, LINE 1 & PART III, LINE 1 STANFORD HEALTH CARE ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, CANCER CENTERS IN PALO ALTO AND SAN JOSE, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STANFORD HEALTH CARE HAS A MISSION TO CARE, TO EDUCATE, AND TO DISCOVER. SHC'S VISION STATEMENT IS HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME.
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSFORM 990, PART III, LINE 4A STANFORD HEALTH CARE ("SHC") IS KNOWN WORLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 29,268 PATIENT DISCHARGES. SHC HAD 204,453 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 1,593,191 FOR THE FISCAL YEAR ENDED AUGUST 31, 2021. COVID-19 RESPONSE STANFORD HEALTH CARE REMAINS COMMITTED TO SUPPORTING THE BROAD COMMUNITY NEEDS EMERGING FROM THE COVID-19 PANDEMIC, PARTICULARLY THROUGH CONTRIBUTIONS THAT INCREASE EQUITABLE ACCESS TO COVID-19 HEALTH CARE AND RESOURCES. ONE-THIRD OF STANFORD HEALTH CARE'S MORE THAN 500,000 COVID-19 VACCINE DOSES ADMINISTERED TO-DATE WERE PROVIDED AT COMMUNITY VACCINATION SITES LOCATED IN AND IN PARTNERSHIP WITH LOCAL UNDERSERVED COMMUNITIES. IMPROVED HEALTH EQUITY AND VACCINE ACCESS WAS ACHIEVED AT THESE SITES THROUGH A NEW STRATEGIC PARTNERSHIP MODEL INVOLVING STANFORD HEALTH CARE, LOCAL PUBLIC HEALTH DEPARTMENTS, AND COMMUNITY PARTNERS. WHILE VACCINATION IS A CORNERSTONE OF STANFORD HEALTH CARE'S FY21 COVID-19 RESPONSE, BROAD COVID-19 SUPPORT INCLUDES: - CUTTING EDGE CLINICAL CARE AND RESEARCH: STANFORD HEALTH CARE OFFERS EMERGING COVID-19 TREATMENTS SUCH AS MONOCLONAL ANTIBODY THERAPIES (MAB). IN PARTNERSHIP WITH STANFORD UNIVERSITY SCHOOL OF MEDICINE, STANFORD HEALTH CARE STUDIES THE EFFECTIVENESS OF NEW COVID-19 PREVENTION, DIAGNOSIS, AND TREATMENT INTERVENTIONS. - COVID-19 VACCINATION AND TESTING: TWELVE COMMUNITY SITES PROVIDED HIGH-QUALITY, EQUITABLE, AND CONVENIENT COVID-19 VACCINATION AND TESTING. TO OVERCOME ACCESS BARRIERS IDENTIFIED BY THE COMMUNITY, SITES OFFERED INTERPRETERS AND MULTILINGUAL SUPPORT, EXTENDED AND WEEKEND HOURS, WALK-IN AVAILABILITY, AND COMMUNITY HEALTH WORKER OUTREACH AND ON-SITE EDUCATION AND NAVIGATION. - MOBILE VACCINE SERVICES: MOBILE CLINICS SUPPORTED VACCINATION AND TESTING FOR POPULATIONS WITH BARRIERS TO ACCESSING COMMUNITY-BASED SITES. THESE POPULATIONS INCLUDED HOMEBOUND SENIORS AND UNDERSERVED SCHOOLS. - VACCINE APPOINTMENT SCHEDULING: WHEN VACCINE SUPPLY WAS EXTREMELY LIMITED, STANFORD HEALTH CARE PROVIDED DEDICATED AND BARRIER-FREE SCHEDULING TO HIGH-RISK AND VULNERABLE POPULATIONS AS IDENTIFIED BY LOCAL PUBLIC HEALTH DEPARTMENTS AND COMMUNITY NONPROFITS. - EMERGENCY MANAGEMENT: PROVIDED PERSONNEL, EXPERTISE, SUPPLIES, AND RESOURCES TO SUPPORT FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES' EMERGENCY PANDEMIC MANAGEMENT EFFORTS. - HEALTH EDUCATION: OFFERED ACCURATE, TIMELY, EASILY ACCESSIBLE, AND CULTURALLY COMPETENT INFORMATION RELATED TO COVID-19 PREVENTION, TESTING, TREATMENT, AND VACCINATION. FOR MORE INFORMATION, PLEASE THE STANFORD HEALTH LIBRARY. HTTPS://HEALTHLIBRARY.STANFORD.EDU/ - PERSONAL PROTECTIVE EQUIPMENT AND MEDICAL SUPPLIES: STANFORD HEALTH CARE DONATED SUPPLIES TO LOCAL SAFETY-NET PROVIDERS AND NONPROFITS TO ENSURE THAT CRITICAL HEALTH CARE AND SOCIAL SERVICES REMAINED AVAILABLE AND OPERATING SAFELY. - VOLUNTEERS: STANFORD MEDICINE FACULTY, PROVIDERS, AND STAFF WERE CONNECTED WITH COMMUNITY-BASED ORGANIZATIONS THAT SOUGHT SUPPORT FOR VARIOUS CLINICAL AND OPERATIONAL NEEDS TO ADDRESS CHALLENGES PRESENTED BY COVID-19.
EXECUTIVE COMMITTEEFORM 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 WHICH, IN THE OPINION OF ANY FOUR (4) OUT OF SIX (6) OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE PRESIDENT OF THE CORPORATION, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE AUDIT 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 SIX (6) 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 SHALL NOT BE EMPLOYED BY STANFORD HEALTH CARE, LUCILE SALTER PACKARD CHILDREN'S HOSPITAL OR STANFORD UNIVERSITY 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.
FAMILY/BUSINESS RELATIONSHIPSFORM 990, PART VI, LINE 2 THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: MARIANN BYERWALTER LLOYD B. MINOR MD JOHN LEVIN DAVID ENTWISTLE RANDALL LIVINGSTON JEFF CHAMBERS PAUL KING MINDY ROGERS THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: LLOYD B. MINOR MD MARK LESLIE MARY HAWN MD RANDALL LIVINGSTON MEGAN MAHONEY MD YIPING WOO MD THE FOLLOWING INDIVIDUAL IS AN OFFICER AT STANFORD UNIVERSITY: RANDALL LIVINGSTON THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: MARC E. JONES MINDY ROGERS THE FOLLOWING INDIVIDUALS ARE MANAGERS AT STANFORD PET-CT LLC: DAVID ENTWISTLE QUINN MCKENNA LLOYD B. MINOR MD THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT HOLDING INTERNATIONAL, LLC: DAVID ENTWISTLE LINDA HOFF PAUL KING THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT INSURANCE COMPANY, LTD.: DAVID ENTWISTLE LINDA HOFF PAUL KING LLOYD B. MINOR MD THE FOLLOWING INDIVIDUALS ARE CLASS A SUBSCRIBER VOTING MEMBERS AT THE PROFESSIONAL EXCHANGE ASSURANCE COMPANY: (AS OF 9/1/2021) DAVID ENTWISTLE LINDA HOFF PAUL KING FORM 990, PART VI, LINE 3 STANFORD HEALTH CARE (SHC) CONTRACTS WITH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") FOR SERVICES PROVIDED BY FACULTY PHYSICIANS EMPLOYED BY THE UNIVERSITY SCHOOL OF MEDICINE ("SOM"), INCLUDING CERTAIN ADMINISTRATIVE SERVICES PROVIDED BY DR. SAMUEL WALD. DR. SAMUEL WALD EXERCISES SIGNIFICANT MANAGEMENT AUTHORITY OVER THE PERIOPERATIVE AND INTERVENTIONAL PLATFORM OF STANFORD HEALTH CARE (SHC). DR. WALD'S CALENDAR YEAR 2020 COMPENSATION FROM THE UNIVERSITY RELATED TO HIS SHC ADMINISTRATIVE ROLE IS $708,000.
CHANGES TO GOVERNING DOCUMENTSFORM 990, PART VI, LINE 4 THE BYLAWS WERE AMENDED ON OCTOBER 6, 2020 AS FOLLOWS: A)REDUCE THE NUMBER OF EX OFFICIO DIRECTORS FROM SEVEN TO SIX; B)REMOVE THE SENIOR ASSOCIATE DEAN FOR CLINICAL AFFAIRS OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE AS AN EX OFFICIO MEMBER; C)PERMIT THE MEMBER TO EXTEND THE TERM OF OFFICE FOR THE CHAIR OF THE BOARD FROM 3 TO 4 ADDITIONAL YEARS FOR A MAXIMUM TERM OF 8 YEARS; D)AFTER DECEMBER 31, 2021, THE CHAIR WILL BE ELECTED BY THE MEMBER FOR A 2 YEAR TERM OF OFFICE, COMMENCING ON JANUARY 1, AND IF ELECTED BY THE MEMBER, FOR A SECOND 2 YEAR TERM. THE MEMBER MAY EXTEND THE CHAIR'S TERM BY 1 ADDITIONAL YEAR FOR A MAXIMUM OF 5 YEARS.
MEMBERSFORM 990, PART VI, LINE 6 STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HEALTH CARE ("SHC").
ELECTION BY MEMBERSFORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, ELECTS THE SHC BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7BTHE SOLE MEMBER, STANFORD UNIVERSITY, MAY REMOVE AN ELECTED DIRECTOR AT ANY TIME WITHOUT CAUSE.
REVIEW OF FORM 990FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY TAX DEPARTMENT AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990, EXCEPT FOR CERTAIN DONOR INFORMATION, IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING.
PROCEDURES FOR DETERMINING COMPENSATIONFORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'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 SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED IN OCTOBER/NOVEMBER 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.
AVAILABILITY OF GOVERNING DOCUMENTSFORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL FINANCIAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS.
BOARD OF DIRECTORS CHANGESFORM 990, PART VII, SECTION A THE FOLLOWING BOARD MEMBERS RETIRED FROM THE BOARD OF DIRECTORS DURING FY21 AS NOTED: *KAYE FOSTER WAS ON A LEAVE OF ABSENSE DURING FY21. BRET E. COMOLLI AS OF 12/31/2020 JOHN GOLDMAN AS OF 12/31/2020 JOHN GUNN, VC AS OF 12/31/2020 FRED HARMAN AS OF 8/31/2021 ALDEN MCDONALD, MD AS OF 12/31/2020 LINDA MEIER AS OF 08/31/21 MARGARET RAFFIN AS OF 04/03/21 THE FOLLOWING BOARD MEMBERS WERE APPOINTED TO THE BOARD DURING FY21 AS NOTED: SARA ABBASI AS OF 05/01/2021 JEFF ROTHSCHILD AS OF 01/01/2021 ROBERT SANTOS, MD AS OF 01/01/2021
HOURS AT RELATED ORGANIZATIONSFORM 990, PART VII, COLUMN B PAUL KING IS A DIRECTOR OF SHC. FOR FY21 HE WAS ALSO THE CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD (LPCH), A RELATED ORGANIZATION. MR. KING RECEIVED COMPENSATION FROM LPCH FOR HIS SERVICES AT LPCH. KING RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. LLOYD B. MINOR MD, MARK LESLIE, RANDALL LIVINGSON, MARY HAWN MD, MEGAN MAHONEY MD AND YIPING WOO MD ARE DIRECTORS OF SHC. FOR FY21 THEY WERE EMPLOYED AT STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THESE INDIVIDUALS RECEIVE COMPENSATION FROM SU FOR THEIR SERVICES AT SU. THEY RECEIVED NO COMPENSATION FOR DUTIES AS DIRECTORS OF SHC.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES INTEREST RATE SWAP MTM $ 67,638,103 2003 BONDS SWAP PAYMENTS $ (4,921,939) 2006/2008 BONDS SWAP PAYMENTS $ (9,633,599) 2012 BONDS SWAP PAYMENTS $ (6,808,259) EQUITY TRANSFER $ (31,757,080) LOSS FROM DISCONTINUED OPERATIONS $ (72,688,688) LOSS ON EXTINGUISHMENT OF DEBT $ (2,557,813) CHANGE IN MINIMUM PENSION LIABILITY $ 9,396,000 ----------------- OTHER CHANGES IN NET ASSETS OR $ (51,333,275) FUND BALANCES

Schedule R IRS990ScheduleR

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Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

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THE STANFORD TRUST
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Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (39 entries)

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CYPRESS MARINA HEIGHTS LLC
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DGD INVESTMENT LP
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ER-S JV LLC
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ER-S REIT LLC
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ER-S INVESTOR LLC
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EZP OPPORTUNITY LP
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FOUR CROSSINGS INSTITUTIONAL PARTNERS V
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FOXLANE LP
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HHBG-II INVESTMENT LP
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KEB INVESTORS II LP
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LSF V DHB HOLDINGS LP
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NGP CENTENNIAL FOLLOW-ON LLC
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OLIFANT FUND LTD
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ONCOLOGY SOLUTIONS VENTURE LLC
300 PASTEUR DRIVESTANFORDCA94304863250041HEALTHCARECANA
OUTLAWS CASINO LTD
415 BROADWAYREDWOOD CITYCA94063841457498HOLDING COMPANYCONA
PALO ALTO LP
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SANDOVAL LP
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SANDPIPER FUND LP
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SAROFIM MULTIFAMILY PARTNERS LP
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SCP REAL ASSETS FUND (A) LP
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SEQUOIA MFM OPERATING COMPANY LLC
770 WELCH ROAD LPCHPALO ALTOCA94304475060529MFM PROGRAMCANA
SP SMC PARTNERS LLC
PO BOX 5377NEW YORKNY10185473103791INVESTMENTSDENA
STANFORD EMANUEL RADIATION ONCOLOGY CENT
825 DELBON AVTURLOCKCA95382208885091RADIOLOGYCANARELATED$1,735,041$10,146,674false$0false0.60000
STANFORD PET-CT LLC
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STANFORD-STARTX FUND LLC
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SUMIT HOLDING INTERNATIONAL LLC
1400 PAGE MILL RDPALO ALTOCA94304263934706HOLDING COMPANYDENARELATED$79,688$83,291,400false$0false0.82000
TESSERA IONIC LP
PO BOX 194170SAN FRANCISCOCA94119830896257INVESTMENTSDENA
VEDA INVESTORS FUND LP
ONE FAWCETT PLGREENWICHCT06830811810345INVESTMENTSDENA
VERMILION PEAK MASTER FUND
635 KNIGHT WAYSTANFORDCA94305981327671INVESTMENTSDENA
WREP III A LP (FKA WOLFF REAL ESTATE
6710 E CAMELBACK RD 100SCOTTSDALEAZ85251474780701INVESTMENTSDENA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (27 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
THE ADM MACULUS FUND III LP
4/FL WILLOW HOUSE CRICKET SQUAREGRAND CAYMANCJKY1-9010980508924INVESTMENTSCJNAC CORP
BREP VII AlBERTA FDR (OFFSHORE) TE7 LP
981066351INVESTMENTSNAC CORP345 PARK AVENUENEW YORKNY10154CA
BREP VII AlBERTA FDR (OFFSHORE) TE7-NQ
981066355INVESTMENTSNAC CORP345 PARK AVENUENEW YORKNY10154CA
CANARY SC FUND LTD
89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-9009981268195INVESTMENTSCJNAC CORP
CLAT (15)
CHARITABLE TRNATRUSTCA
CLUT (2)
CHARITABLE TRNATRUSTCA
CRT (556)
CHARITABLE TRNATRUSTCA
EAST SAIL
C/O INTL FS INC IFS COURTTWENTYEIGHT CYBERCITY EBENEMPINVESTMENTSMPNAC CORP
GAVEA INVESTMENT FUND II-C LP
100 KING STREET WEST SUITE 6000TORONTOCAM5X 1E2980537952INVESTMENTSCANAC CORP
HHBG SF Limited
89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-1205REAL ESTATECJNAC CORP
KAIZEN FUND
2ND FL MIDTOWN PLAZA PO BOX 448GRAND CAYMANCJKY1-1106INVESTMENTSCJNAC CORP
LS ALBERTA III LP
C/O LASALLE INV MGMT ONE CURZON STLONDONUKW1J 5HD980493425INVESTMENTSGBNAC CORP
OTHER (5)
CHARITABLE TRNATRUSTCA
PIF (2)
CHARITABLE TRNATRUSTCA
PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP
981235268INVESTMENTSCJNAC CORP57 E WASHINGTON STREETCHAGRIN FALLSOH44022
PROFESSIONAL EXCHANGE ASSURANCE COMPANY
900897686INSURANCENAC CORP201 MERCHANT STREET SUITE 2400HONOLULUHI96813HI
SBFF LTD
SUITE 5B201 2ND FL ONE NEXUS WAYGRAND CAYMANCJKY1-1108INVESTMENTSCJNAC CORP
STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)
5275TH FLBLDG CACADEMY SOUTH RDBEIJINGCHEDUCATIONCHNAC CORP
STANFORD IN JAPAN GODO KAISHA
DOSHISHA UNIVERSITY MEITOKUKAN-NAIKYOTOSHIJAEDUCATIONJANAC CORP
STANFORD INDIA PVT LTD
333 3RD FLOOR DEVIKA TOWER 6 NEHDELHIINEDUCATIONINNAC CORP
STANFORD MEDICINE INTL (HONG KONG) CO LT
833 CHEUNG SHA WAN ROADKOWLOONHKPATIENT SRVCHKNAC CORP$0$01.00000Yes (true)
STANFORD SGGS EUROPE INC
UGLAND HOUSE S CHURCH ST PO BOX 3GEORGE TOWNCJ131684331INVESTMENTSCJNAC CORP
STANFORD UNIV MED NETWORK RISK AUTHORITY
461132002RISK MGMT CONNAC CORP1400 PAGE MILL RD MSC 5713PALO ALTOCA94304CA
THE RUBRUM FUND
7 CLIFFORD STREETLONDONUKW1S 2FTINVESTMENTSGBNAC CORP
TVC MATSU FUND
89 NEXUS WAY CAYMANA BAYGRAND CAYMANCJKY1-9009INVESTMENTSCJNAC CORP
VERMILION PEAK FUND
PO BOX 309 UGLAND HOUSEGRAND CAYMANCJKY1-1104981333885INVESTMENTSCJNAC CORP
WOODBOURNE CANADA PARTNERS II - CAYMAN
190 ELGIN AVENUEGRAND CAYMANCJGRAND CAYMAN980705321INVESTMENTSCJNAC CORP
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgYes (true)AssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (28 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SEROC
Q$1,029,335COST
SEROC
S$110,870COST
SEROC
R$898,401COST
SEROC
C$2,804,441COST
SUMIT
R$21,620,064BOOK
SUMIT
Q$21,620,064BOOK
LPCH
L$84,918,080FMV
LPCH
M$1,754,964FMV
LPCH
N$6,467,202FMV
LPCH
O$48,825,939FMV
LPCH
Q$12,035,079FMV
HOSPITAL COMMITTEE FOR THE L-P AREAS
A$1,929,542COST
HOSPITAL COMMITTEE FOR THE L-P AREAS
P$20,991,897COST
HOSPITAL COMMITTEE FOR THE L-P AREAS
Q$67,552,628COST
HOSPITAL COMMITTEE FOR THE L-P AREAS
L$13,724,981COST
HOSPITAL COMMITTEE FOR THE L-P AREAS
R$80,710,173COST
HOSPITAL COMMITTEE FOR THE L-P AREAS
S$9,012,446COST
STANFORD HEALTH CARE ADVANTAGE
B$55,055,339COST
STANFORD HEALTH CARE ADVANTAGE
C$99,241,427COST
STANFORD HEALTH CARE ADVANTAGE
R$18,400,000COST
STANFORD HEALTH CARE ADVANTAGE
Q$13,397,640COST
STANFORD HEALTH CARE ADVANTAGE
S$13,180,658COST
UNIVERSITY HEALTH ALLIANCE
B$15,000,000COST
UNIVERSITY HEALTH ALLIANCE
R$149,196,070COST
UNIVERSITY HEALTH ALLIANCE
L$10,587,418COST
UNIVERSITY HEALTH ALLIANCE
P$34,826,259COST
UNIVERSITY HEALTH ALLIANCE
Q$55,845,306COST
UNIVERSITY HEALTH ALLIANCE
S$209,469,500COST

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART IV, LINE (5)CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE (6)CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE (7)CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE (6)OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE (7)POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.