SANTA BARBARA COTTAGE HOSPITAL: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SANTA BARBARA COTTAGE HOSPITAL (EIN 95-1644629)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202213189349318326
Schema version: 2021v4.2
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T18:31:13-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Ernst and Young LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4365 Executive Drive Suite 1600	AddressLine1Txt
City	San Diego	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92121	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	951644629	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Santa Barbara Cottage Hospital	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SANT	BusinessNameControlTxt
Phone	8052876903	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 689 Attn - Finance Dept	AddressLine1Txt
City	Santa Barbara	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	931020689	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Kristin Tufvesson	PersonNm
Person Title	Sr VP Finance and CFO	PersonTitleTxt
Signature	2022-11-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Kristin	PersonFirstNm
Person Last	Tufvesson	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jocelyne Miller	PreparerPersonNm
PTIN	P00634378	PTIN
Phone	8585357200	PhoneNum

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Ronald C Werft	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 689 Attn - Finance Dept	AddressLine1Txt
City	Santa Barbara	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	931020689	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,070,856,468	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.COTTAGEHEALTH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1888	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	It is the mission of Santa Barbara Cottage Hospital to provide superior health care for and improve the health care of our communities through a commitment to our core values of excellence, integrity, and compassion.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	3632	TotalEmployeeCnt
Total Volunteers	279	TotalVolunteersCnt
Total Gross UBI	$13,802,619	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$25,517,984	PYContributionsGrantsAmt
CY Contributions Grants	$19,656,498	CYContributionsGrantsAmt
PY Program Service Revenue	$761,001,094	PYProgramServiceRevenueAmt
CY Program Service Revenue	$821,006,805	CYProgramServiceRevenueAmt
PY Investment Income	$21,475,168	PYInvestmentIncomeAmt
CY Investment Income	$72,259,472	CYInvestmentIncomeAmt
PY Other Revenue	$12,644,444	PYOtherRevenueAmt
CY Other Revenue	$14,419,083	CYOtherRevenueAmt
PY Total Revenue	$820,638,690	PYTotalRevenueAmt
CY Total Revenue	$927,341,858	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,490,687	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,045,220	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$396,915,214	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$423,780,687	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$400,725,311	PYOtherExpensesAmt
CY Other Expenses	$420,323,774	CYOtherExpensesAmt
PY Total Expenses	$802,131,212	PYTotalExpensesAmt
CY Total Expenses	$847,149,681	CYTotalExpensesAmt
PY Revenues Less Expenses	$18,507,478	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$80,192,177	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,990,776,088	TotalAssetsBOYAmt
Total Assets EOY	$2,130,359,861	TotalAssetsEOYAmt
Total Liabilities BOY	$641,443,163	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$641,002,215	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,349,332,925	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,489,357,646	NetAssetsOrFundBalancesEOYAmt
Mission	It is the mission of Santa Barbara Cottage Hospital to provide superior health care for and improve the health care of our communities through a commitment to our core values of excellence, integrity, and compassion.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$709,867,872	ExpenseAmt
Grant	$3,045,220	GrantAmt
Revenue	$831,379,189	RevenueAmt
Desc	Santa Barbara Cottage Hospital is a 519-bed acute-care hospital located in the City of Santa Barbara. In 2021, the Hospital had 91,362 patient days, served 125,914 outpatients, including emergency services to 44,019 patients. The Hospital provides a wide array of inpatient and outpatient services, including but not limited to the areas of cardiology, orthopedics, neurology, trauma, labor & delivery, psychiatric, neonatal intensive care, pediatric intensive care, pediatrics, laboratory, imaging, therapy, diabetes, oncology, emergency and rehabilitation services. The hospital is diligent in ensuring that all patients have adequate access to care. All patients who do not present insurance are automatically screened for eligibility in government health programs and are assisted in applying for financial assistance if the patient does not qualify for any other assistance. Santa Barbara Cottage Hospital provides critical funding for community health needs, financial assistance, and external grants, while also realizing shortfalls in Medicare, Medi-Cal, and indigent care. Activities in these areas included screenings and health fairs; classes, clinics, lectures, and seminars; community services; community collaborations; and coalitions/committees. External grants aimed at specific community needs included assistance to at risk populations (indigent health care and housing; substance abuse recovery; support for at risk elderly; hospice care; health care education for our schools & families, family counseling, aging transportation, and nursing education as well as operating pediatric and other clinics at shortfalls. In 2021, as a result of the Covid outbreak, the hospital was an active partner in addressing anticipated needs of the community such as vaccinations and testing, shifting personnel and resources, ensuring availability of hospital accommodations , and educating the community. In 2021, the hospital spent over $171 million on these various programs.	Desc
Total Program Service Expenses	$709,867,872	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (true)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	476	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3632	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Kristin Tufvesson	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8053249933	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 West Pueblo	AddressLine1Txt
City	Santa Barbara	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93105	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Dorothy Largay PhD
Vice Chair	1.2	4.8	Yes (X)	Yes (X)	$0	$0	$0
Edward Bentley MD
Secretary	1.2	4.8	Yes (X)	Yes (X)	$0	$0	$0
Gregory Faulkner
Board Chair	4.0	16.0	Yes (X)	Yes (X)	$0	$0	$0
Steven Zola
Vice Chair	1.2	4.8	Yes (X)	Yes (X)	$0	$0	$0
Thomas Cusack
Vice Chair	1.2	4.8	Yes (X)	Yes (X)	$0	$0	$0
Anne Rodriguez MD
Board Member (Part year)	0.8	3.2	Yes (X)		$20,250	$0	$0
Bhupi Singh
Board Member	0.8	3.2	Yes (X)		$0	$0	$0
Ernesto Paredes
Board Member	0.8	3.2	Yes (X)		$0	$0	$0
Gamble Parks ATTY
Committee Chair	1.0	4.0	Yes (X)		$0	$0	$0
Mark Scott MD
Board Member	0.8	3.2	Yes (X)		$0	$0	$0
Nancy Nielsen
Board Member	0.8	3.2	Yes (X)		$0	$0	$0
Pamela Gann
Board Member	0.8	3.2	Yes (X)		$0	$0	$0
Richard Ponce MD
Committee Chair	1.0	4.0	Yes (X)		$0	$0	$0
Steve Ortiz
Board Member	0.8	3.2	Yes (X)		$0	$0	$0
Susan Christol-Deacon
Committee Chair	1.0	4.0	Yes (X)		$0	$0	$0
Virginia Salazar
Board Member	0.8	3.2	Yes (X)		$0	$0	$0
Yulun Wang PhD
Board Member	0.8	3.2	Yes (X)		$0	$0	$0
Brett Tande
Senior VP and CFO	12.5	42.5		Yes (X)	$0	$985,479	$66,033
Jacqueline Pierce
Asst. Secretary-Board (Part Year)	8.0	32.0		Yes (X)	$0	$133,296	$6,519
Lisa Moore
Executive VP and COO	12.5	42.5		Yes (X)	$0	$782,039	$162,564
Ronald Werft
President & CEO	12.0	53.0		Yes (X)	$0	$1,702,330	$80,953
Steven Fellows
Executive VP and COO (Part Year)	1.0	4.0		Yes (X)	$0	$360,615	$61,328
DAVID NICHOLS
VP BUSINESS DEVEL-LAB	40.0	0			$919,647	$0	$14,697	Yes (X)
JEFFREY GAUVIN MD
DIR SURGERY EDUC	40.0	0			$487,925	$0	$35,859	Yes (X)
KEITH DEAVILLE
DIR SALES & MARKETING-LAB	40.0	0			$530,401	$0	$54,187	Yes (X)
RICHARD BESWICK
VP RESEARCH & Chief Research Officer	40.0	0			$488,639	$0	$103,251	Yes (X)
SHARRON THOMAS
Key Accounts Service Rep	40.0	0			$515,496	$0	$43,000	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,962,358	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,963,759	TotReportableCompRltdOrgAmt
Total Other Compensation	$628,391	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
AMN HEALTHCARE INC
PO BOX 56157	LOS ANGELES	CA	90074	CONTRACT LABOR	$12,653,086
ANESTHESIA MEDICAL GRP SB INC
514 W PUEBLO	SANTA BARBARA	CA	93105	Anesthesia Professional Fees	$4,625,034	2nd Floor
Sansum Clinic
PO Box 1200	Santa Barbara	CA	93102	Physician and medical services	$3,812,954
Cottage Childrens Medical Group
PO Box 689	Santa Barbara	CA	93102	Physician Services	$2,922,233
Vitalant
PO BOX 53022	Phoenix	AZ	85072	Blood Bank Services	$2,569,630

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	159	CntrctRcvdGreaterThan100KCnt
Related Organizations	$15,734,557	RelatedOrganizationsAmt
Government Grants	$2,721,083	GovernmentGrantsAmt
All Other Contributions	$1,200,858	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$19,656,498	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT SERVICE REVENUE	622110	$723,115,284	$723,115,284
LABORATORY SERVICES	621511	$48,984,109	$35,186,755	$13,797,354
CA HOSPITAL FEE PROGRAM	622110	$48,907,412	$48,907,412

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$821,006,805	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,547,745	TotalRevenueColumnAmt
Exclusion	$10,547,745	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$155,312	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$45,075	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$110,237	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$110,237	TotalRevenueColumnAmt
Exclusion	$110,237	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$205,163,519	SecuritiesAmt
Other	$17,743	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$143,024,319	SecuritiesAmt
Other	$445,216	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$62,139,200	SecuritiesAmt
Other	-$427,473	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,711,727	TotalRevenueColumnAmt
Exclusion	$61,711,727	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CAFETERIA/GIFT SHOP/DELI/VILLA RIVIERA	900099	$3,931,197	$3,931,197
Lab Management	561110	$3,809,722		$3,809,722
Settlement	900099	$2,401,719		$2,401,719

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,166,208	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,160,943	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$5,265	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$14,308,846	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$927,341,858	TotalRevenueColumnAmt
Related Or Exempt Func Income	$817,581,835	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$13,802,619	UnrelatedBusinessRevenueAmt
Exclusion	$76,300,906	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,025,566	TotalAmt
Program Services	$3,025,566	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$19,654	TotalAmt
Program Services	$19,654	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$20,250	TotalAmt
Program Services	$20,250	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$284,668,647	TotalAmt
Program Services	$243,751,717	ProgramServicesAmt
Management And General	$40,916,930	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$17,804,655	TotalAmt
Program Services	$15,250,584	ProgramServicesAmt
Management And General	$2,554,071	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$101,736,004	TotalAmt
Program Services	$73,861,914	ProgramServicesAmt
Management And General	$27,874,090	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$19,551,131	TotalAmt
Program Services	$17,861,201	ProgramServicesAmt
Management And General	$1,689,930	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$3,343,625	TotalAmt
Program Services	$3,343,625	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$436,402	TotalAmt
Program Services	$10,863	ProgramServicesAmt
Management And General	$425,539	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$8,280,161	TotalAmt
Management And General	$8,280,161	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$96,462,206	TotalAmt
Program Services	$81,966,683	ProgramServicesAmt
Management And General	$14,495,523	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$34,977	TotalAmt
Program Services	$20,621	ProgramServicesAmt
Management And General	$14,356	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,419,487	TotalAmt
Program Services	$11,004,217	ProgramServicesAmt
Management And General	$4,415,270	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$26,119,030	TotalAmt
Program Services	$15,958,249	ProgramServicesAmt
Management And General	$10,160,781	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$16,035,685	TotalAmt
Program Services	$12,578,965	ProgramServicesAmt
Management And General	$3,456,720	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$152,326	TotalAmt
Program Services	$121,818	ProgramServicesAmt
Management And General	$30,508	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$116,081	TotalAmt
Program Services	$16,214	ProgramServicesAmt
Management And General	$99,867	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$16,992,954	TotalAmt
Program Services	$14,469,051	ProgramServicesAmt
Management And General	$2,523,903	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$55,781,608	TotalAmt
Program Services	$45,408,544	ProgramServicesAmt
Management And General	$10,373,064	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$5,930,566	TotalAmt
Program Services	$4,654,488	ProgramServicesAmt
Management And General	$1,276,078	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Medical Supplies	$125,296,116	$125,207,371	$88,745
Hospital Fee Program	$29,477,211	$29,477,211
Equipment Maintenance	$11,422,149	$10,804,240	$617,909
Settlement	$6,900,000		$6,900,000

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,123,190	TotalAmt
Program Services	$1,034,826	ProgramServicesAmt
Management And General	$1,088,364	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$847,149,681	TotalAmt
Program Services	$709,867,872	ProgramServicesAmt
Management And General	$137,281,809	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$51,564,987	BOYAmt
EOY	$59,516,376	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$71,836,757	BOYAmt
EOY	$93,301,776	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$98,510,146	BOYAmt
EOY	$109,838,731	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$26,326,873	BOYAmt
EOY	$27,487,440	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$550,000	BOYAmt
EOY	$300,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$17,865,869	BOYAmt
EOY	$17,539,395	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$28,474,550	BOYAmt
EOY	$66,554,196	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,168,908,522	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$461,471,583	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$733,042,549	BOYAmt
EOY	$707,436,939	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$467,361,949	BOYAmt
EOY	$561,871,040	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$310,561,513	BOYAmt
EOY	$297,176,142	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$184,680,895	BOYAmt
EOY	$189,337,826	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,990,776,088	BOYAmt
EOY	$2,130,359,861	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$89,562,747	BOYAmt
EOY	$96,316,581	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$99,627	BOYAmt
EOY	$51,887	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$551,780,789	BOYAmt
EOY	$544,633,747	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$641,443,163	BOYAmt
EOY	$641,002,215	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,327,456,816	BOYAmt
EOY	$1,465,038,411	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,876,109	BOYAmt
EOY	$24,319,235	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,349,332,925	BOYAmt
EOY	$1,489,357,646	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,990,776,088	BOYAmt
EOY	$2,130,359,861	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$80,192,177	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$25,629,467	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$34,203,077	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$44,316	OtherActivitiesAmt
Total Lobbying Expenditures	$44,316	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	Lobbying activities are calculated as a percentage of dues paid to various hospital associations, including American Hospital Association, National Association of Children's Hospitals, and Hospital Association of Southern California. The percentage of dues used for lobbying purposes is provided by each association.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,320,181	BeginningYearBalanceAmt
Contributions	$217	ContributionsAmt
End Year Balance	$6,320,398	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,320,181	BeginningYearBalanceAmt
End Year Balance	$6,320,181	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,320,181	BeginningYearBalanceAmt
End Year Balance	$6,320,181	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,320,181	BeginningYearBalanceAmt
End Year Balance	$6,320,181	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,320,181	BeginningYearBalanceAmt
End Year Balance	$6,320,181	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.0	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$1,645,545	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$12,708,888	OtherCostOrOtherBasisAmt
Book Value	$14,354,433	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$1,098,891	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$902,617,601	OtherCostOrOtherBasisAmt
Depreciation	$308,348,120	DepreciationAmt
Book Value	$595,368,372	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,149,284	OtherCostOrOtherBasisAmt
Depreciation	$5,577,884	DepreciationAmt
Book Value	$4,571,400	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$218,336,990	OtherCostOrOtherBasisAmt
Depreciation	$142,871,904	DepreciationAmt
Book Value	$75,465,086	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,351,323	OtherCostOrOtherBasisAmt
Depreciation	$4,673,675	DepreciationAmt
Book Value	$17,677,648	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$707,436,939	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Alternative Investments	$297,136,291	F
Investment in CCIMG	$39,851	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$297,176,142	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
Due from Affiliates	$128,729,626
Medicare and Medi-cal Reserves	$48,386,195
Deferred Physician Guarantees	$7,886,172
Operating leases Right of Use Asset	$2,470,080
All Other Assets	$1,865,753

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$189,337,826	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
Bonds payable	$496,532,172
SELF INSURANCE LIABILITY	$19,614,522
Physician Guarantees	$10,445,673
Joint Investment in Cash Balance Life Insurance Policy	$12,821,516
Lease Liabilities	$2,944,974
MINIMUM PENSION LIABILITY & SERP	$2,274,890

Field	Value	IRS element (for citing)
Total Liability	$544,633,747	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V Endowment Funds	Santa Barbara Cottage Hospital considers its endowment to include only permanently restricted funds. For years prior to 2018, Schedule D Part V mistakenly included as endowment all temporarily restricted fund accounts and their respective earnings. The mistake was corrected beginning in 2018. Schedule D Part V has been restated to include only the endowment funds for the year 2017.
Schedule D, Part V, Line 4 Intended uses of endowment funds	Income generated on Endowment Funds support specific programs of SBCH.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	Cottage completed an analysis of its tax positions, in accordance with FASB ASC 740, Income Taxes, and determined that there are no uncertain tax positions taken. Cottage has recognized no interest or penalties related to uncertain tax positions. Cottage is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The System believes it is no longer subject to income tax examinations for years prior to 2018.

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	400	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	599	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$15,933,408	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$15,933,408	NetCommunityBenefitExpnsAmt
Total Expense	0.0188	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$145,535,225	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$79,816,054	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$65,719,171	NetCommunityBenefitExpnsAmt
Total Expense	0.0776	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$161,468,633	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$79,816,054	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$81,652,579	NetCommunityBenefitExpnsAmt
Total Expense	0.0964	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$8,076,261	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,227,671	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,848,590	NetCommunityBenefitExpnsAmt
Total Expense	0.0081	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$22,240,273	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,770,260	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$20,470,013	NetCommunityBenefitExpnsAmt
Total Expense	0.0242	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$23,811,887	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$6,264,829	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$17,547,058	NetCommunityBenefitExpnsAmt
Total Expense	0.0207	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$1,290,423	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$228,990	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,061,433	NetCommunityBenefitExpnsAmt
Total Expense	0.0013	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$1,979,872	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,979,872	NetCommunityBenefitExpnsAmt
Total Expense	0.0023	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$57,398,716	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$9,491,750	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$47,906,966	NetCommunityBenefitExpnsAmt
Total Expense	0.0566	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$218,867,349	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$89,307,804	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$129,559,545	NetCommunityBenefitExpnsAmt
Total Expense	0.1529	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$186,084,188	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$228,350,327	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$42,266,139	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

Field	Value	IRS element (for citing)
Business Name Line1	Cottage Cardiovascular Institute Management Group LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	Provides quality assessment, utilization and efficiency oversight for cardiovascular services	PrimaryActivitiesTxt
Org Profit Or Ownership	0.4	OrgProfitOrOwnershipPct
Ofcr Etc Profit Or Ownership	0.0	OfcrEtcProfitOrOwnershipPct
Physicians Profit Or Ownership	0.6	PhysiciansProfitOrOwnershipPct

Field	Value	IRS element (for citing)
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Santa Barbara Cottage Hospital	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 West Pueblo	AddressLine1Txt
City	Santa Barbara	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93105	ZIPCd

Field	Value	IRS element (for citing)
Website Address	http://www.cottagehealth.org/locations/	WebsiteAddressTxt
State License	050000140	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Childrens Hospital	Yes (X)	ChildrensHospitalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Other	Santa Barbara Cottage Hospital and Cottage Rehab Hospital (operating under one license.)	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	Santa Barbara Cottage Hospital	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	19	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	false	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	https://www.cottagehealth.org/about/community-benefit/	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Rpt Available Thru Other Method	Yes (X)	RptAvailableThruOtherMethodInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	20	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	https://www.cottagehealth.org/about/community-benefit/	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	400.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	599.0	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Other Method	Yes (X)	OtherMethodInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://www.cottagehealth.org/billing/financial-assistance/	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://www.cottagehealth.org/billing/financial-assistance/	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://www.cottagehealth.org/billing/financial-assistance/	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	In the most recent Community Health Needs Assessment (CHNA), five areas emerged as priority health areas in Santa Barbara County: Access to Care, Behavioral Health, Chronic Conditions, Resiliency and Social Needs. In addition, we identified injury and violence as a health priority base on our emergency and trauma departments. These identified needs have guided Cottage Health's direct funding provided to local agencies. In addition, our population health department seeks to align with broader initiatives in the community which are addressing these identified needs.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - SANTA BARBARA COTTAGE HOSPITAL. As part of this Community Health Needs Assessment, a telephone survey was done with approximately 900 randomly selected Santa Barbara County residents, targeting oversampling of lower-income areas. Also a listening tour with more than 240 individuals was conducted in July through October 2019. The listening tour participants included individuals who represented the broad interests of the community, including medically underserved, low-income, and vulnerable populations. Cottage Health contracted with the Evaluation Institute at the University of Pittsburgh who has extensive experience in survey methodology, analysis and reporting. The questionnaire was created from CDC's Behavioral Risk Factor Surveillance System (BRFSS) and other leading surveys and questionnaires carefully selected to provide count-level information. It was administered in both English and Spanish. In addition, the Institute utilized existing health and demographic data already collected for the county and California (such as U.S. Census data). Input was gathered from representatives of local government officials, public health, Cottage employees and individuals whose organizations work with low-income, minority (including Hispanic/Latinx/Mixtec, Native American, Asian, Africa American), or other medically under-served populations experiencing health disparities (including young adults, elderly, veterans, disables, lesbian/gay/bisexual/transgender (LGBT), homeless, mentally ill, undocumented, uninsured/under-insured, or Medi-Cal/Medicare recipient populations. Final participation included representatives of over 60 local organizations, some of which are: Mental Wellness Center, Santa Barbara County Department of Behavioral Wellness, Child Abuse Listening Medication (CALM), Doctors Without Walls of Santa Barbara, Family Service Agency, Housing Authority of Santa Barbara, Pacific Pride Foundation, Santa Barbara County Education Office, Santa Barbara Neighborhood Clinics, YouthWell Coalition, Cottage Health Psychiatry and Addiction Services, Behavioral Wellness Crisis Services, CenCal Health, Devereaux California, Domestic Violence Solutions, Good Samaritan Shelter, University of California, Isla Vista Youth Projects, New Beginnings Counseling Center, Santa Barbara County Psychiatric Health Facility (PHF), Santa Ynez Tribal Health Clinic, PATH Santa Barbara, People's Self Help Housing, Santa Barbara Rescue Mission, Transition House, Willbridge, United Way, and Council on Alcohol and Drug Abuse. Secondary data sources included data from US Census Bureau, US Department of Education, US Department of Agriculture, US Department of Health and Human Services, Center for Disease Control, Dartmouth College Institute for Health Policy Clinical Practice, State Cancer Profiles, and Nielsen Site Reports.
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - SANTA BARBARA COTTAGE HOSPITAL. The CHNA was completed jointly by Santa Barbara Cottage Hospital, Goleta Valley Cottage Hospital, and Santa Ynez Valley Cottage Hospital.
Schedule H, Part V, Section B, Line 7 Facility , 1	Facility , 1 - SANTA BARBARA COTTAGE HOSPITAL. A press release was issued announcing the completion and availability of the CHNA. This information was also shared and presented to the community on an as requested basis.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - SANTA BARBARA COTTAGE HOSPITAL. As a member of Cottage Health (CH), the needs identified in the Hospital's CHNA are incorporated into the Community Benefit Program of CH. Five of the 19 leading health indicators identified in the 2019 CHNA all but three fall into the five priority areas: (1) access to care; (2) behavioral health (3) chronic conditions; (4) resiliency; and (5) social needs (including food and housing insecurity). In addition, Cottage Health has identified injury and violence as a priority based on Emergency Department and trauma registry reporting. The three indicators not prioritized and addressed are: (1) smoking cigarettes (2) binge drinking and (3) access to dental care. These health indicators were not ranked as highly (in terms of need, urgency, collaboration among community organizations, health disparities, and community resources available.) In addition, there are currently leading community partners/stakeholders who are addressing smoking cigarettes, binge drinking, and access to dental care. Though not selected as priority areas, some of the non-prioritized needs will be indirectly addressed through enhancing access to health care and by partnering with lead organizations addressing these areas. The implementation strategy to address the priority needs includes Santa Barbara Cottage Hospital's grants, its hospital programs and health fairs. In addition, Santa Barbara Cottage Hospital provides support to Health Professional Education through its medical education program and grants and supports health research with grants and collaboration with University of California.
Schedule H, Part V, Section B, Line 15 Facility , 1	Facility , 1 - Santa Barbara Cottage Hospital. The FAP also described the physical locations where patients can obtain a copy of the FAP Application, as well as the Cottage Health website address.

Field	Value	IRS element (for citing)
Facility	11	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
Pacific Diagnostic Laboratories
454 South Patterson	Goleta	CA	93117	Outpatient Lab Services
Pediatric Outpatient Clinic
5333 Hollister Avenue	Santa Barbara	CA	93111	Outpatient pediatric clinic for hematology, oncology, endocrinology and gastrointestinal.
Cottage Outpatient Surgery
2403 Castillo	Santa Barbara	CA	93105	Outpatient Surgery Center
Outpatient Rehabilitation
1035 Peach Street	San Luis Obispo	CA	93401	Outpatient Clinic
Advanced Imaging Center
2410 Fletcher Street	Santa Barbara	CA	93105	Outpatient radiology center
Cottage Eye Center
2400 Bath Street	Santa Barbara	CA	93105	Eye center
Cottage Surgical Clinics
2400 Bath Street	Santa Barbara	CA	93105	Minor cardiovascular and gynecology procedures.
Cottage Residential Center
312 West Montecito Street	Santa Barbara	CA	93101	Substance abuse rehabilitation center
SB Cope
2325 De La Vina Street	Santa Barbara	CA	93105	Substance abuse and detox treatment
Cystic FibrosisPulmonary Hypertension Clinic
2409 De La Vina	Santa Barbara	CA	93105	Outpatient Clinic
Cottage Pediatric Clinic Pismo Beach
2 James Way	Pismo Beach	CA	93449	Pediatric clinic

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I, Line 3c Other Financial Assistance Factors	Santa Barbara Cottage Hospital uses FPG based on Household Income to determine eligibility for both discount and charity care on the patient responsibility whether or not covered by insurance. A presumptive FPG is also utilized to write off balances for patients who have a presumptive score of 400% of FPG or lower. A presumptive FPG up to 599% will receive a sliding scale discount. Assets are considered for certain patients who exceed FPG levels but who have high medical debt. Patients who were determined to be homeless also qualify for free care, assuming they did not qualify for other insurance programs.
Schedule H, Part I, Line 6b Availability of Community Benefit Report	Cottage Health prepares a Community Benefit Report on behalf of Santa Barbara Cottage Hospital, Goleta Valley Cottage Hospital and Santa Ynez Valley Cottage Hospital. It is filed with the State of California, in compliance with California Senate Bill 697. The Community Benefit Report is available to the public upon request. In addition it can be found on the Cottage web site: https://www.cottagehealth.org/about/community-benefit/ and the California CHHS web site: https://data.chhs.ca.gov/dataset/community-benefit-plans
Schedule H, Part V, Section B, Line 16 FAP languages	The FAP is available in English, Tagalog, Mandarin and Spanish at the website notated in 16 a and b.
Schedule H, Part I, Line 7e COVID impact on community benefit	Due to the COVID pandemic, Cottage had a net cost impact for the benefit of the community in excess of $9.3 million, spread over the three hospitals: Santa Barbara Cottage Hospital ($5.5 million), Goleta Valley Cottage Hospital ($2.8 million) and Santa Ynez Valley Cottage Hospital ($1 million). This amount is net of estimated future FEMA reimbursements. Costs include executive time spent planning for the public health emergency, additional medical professional fees related to infectious disease control, disaster readiness and response, excess staffing to accommodate COVID units, and supplies and emergency equipment to respond to the health emergency. In addition, Cottage took the lead in coordinating with public health officials to educate the public, at large, on the developing crisis. This included creation of broadcasts for the general public, on the status of the virus nationally and within our community. These broadcasts also educated our community on the current guidelines as they evolved.
Schedule H, Part I, Line 6a Community benefit report prepared by related organization	Cottage Health
Schedule H, Part I, Line 7g Subsidized Health Services	INCLUDED IN SUBSIDIZED HEALTH CARE ARE PALLIATIVE CARE SERVICES WHICH ARE PROVIDED AT NO COST TO THE PATIENT. IN ADDITION, SANTA BARBARA COTTAGE HOSPITAL PROVIDES MULTI PEDIATRIC OUTPATIENT CLINICS, A CARDIO & Gynecology CLINIC services, A PULMONARY CLINIC, A CYCSTIC FIBROSIS CLINIC, wound care services, TRAUMA CARE STAFFING, and Emergency Psych services ALL AT A SUBSTANTIAL FINANCIAL LOSS TO THE HOSPITAL.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	Direct costs are calculated at the providing department level and overhead costs are allocated according to the Medicare step-down method, based upon applicable statistics. Each payer's cost is determined by the services provided to their members. The community benefits amounts attributable to Medicaid and other Government programs are based upon the services provided and resulting costs incurred for their inpatients, outpatients and emergency department visits.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	THE HOSPITAL ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS UPDATE 2014-09 TOPIC 606 (ASU 606) EFFECTIVE JANUARY 1, 2018. ASU 606 AND THE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA) DIFFERENTIATE BAD DEBT FROM IMPLICIT PRICE CONSESSIONS. THE HOSPITAL MAKES A DETERMINATION REGARDING A PRICE CONCESSION TO STANDARD PRICING ON A PORTFOLIO BASIS PRIOR TO ASSESSING THE CREDIT RISK OF INDIVIDUALS WITHIN THE PORTFOLIO. PATIENT SERVICE REVENUE IS RECORDED NET OF CONTRACTUAL ALLOWANCES AND DISCOUNTS, INCLUDING AN ESTIMATE FOR IMPLICIT PRICE CONCESSIONS. BAD DEBT IS RECORDED AS AN OPERATING EXPENSE AND RESULTS WHEN A PATIENT, DETERMINED TO HAVE THE FINANCIAL CAPACITY TO PAY FOR HEALTHCARE SERVICES, IS UNWILLING TO DO SO.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	The shortfall from total costs for Medicare patients is a significant loss to the hospital. The Hospital is providing care to patients whose insurance (Medicare) does not cover the entire cost of their care. This provides significant aid to the elderly in the community. Some of these elderly people would qualify under FAP guidelines for financial assistance under any other Payer program. The dollars reported are taken from the 2021 Medicare Cost Report and are derived following their guidelines of allowable and non-allowable costs. This shortfall has been adjusted down by $4,889,846 of Medicare shortfall included in the analysis of clinics and other patient areas operating at a loss in H-I-7g.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	Cottage Health's Financial Assistance Policy (FAP), which includes actions Cottage Health may take in the event of non-payment and applies to the largest number of Cottage Health's patients, states that Cottage Health will not engage in Extraordinary Collection Activities (ECAs) (defined in the policy) for a period of at least 150 days following the date of the first post-discharge billing statement, nor will Cottage Health engage in ECAs before making a reasonable effort to determine whether a patient is eligible for financial assistance pursuant to Cottage Health's FAP. The FAP further states that, at least 30 days prior to engaging in any ECAs, Cottage Health will: (a) provide written notice to patients regarding the availability of financial assistance, the specific ECAs Cottage Health intends to take in the event of non-payment, and a deadline after which Cottage Health may initiate ECAs; (b) provide to patients a written plain language summary of Cottage Health's FAP; and (c) make reasonable efforts to orally notify patients about Cottage Health's FAP and how the patient can obtain assistance with the financial assistance application. The FAP further states that, if Cottage Health receives a complete financial assistance application during the Application Period (as defined in the FAP), Cottage Health will suspend ECAs and process the patient's application, and if Cottage Health receives an incomplete financial assistance application during the Application Period, Cottage Health will suspend ECAs and provide a reasonable opportunity for the patient to submit a complete financial assistance application. ECAs are defined as (a) actions requiring a legal or judicial process; and (b) reporting adverse information to credit reporting agencies or credit bureaus. Cottage Health's FAP further states that Cottage Health may employ reasonable collection efforts to obtain payment from patients, other than ECAs, including issuing statements, making telephone calls, and sending e-mail messages. If a patient qualifies for FAP, we will not do any collection activities.
Schedule H, Part V, Section B, Line 16a FAP website	- Santa Barbara Cottage Hospital: Line 16a URL: https://www.cottagehealth.org/billing/financial-assistance/;
Schedule H, Part V, Section B, Line 16b FAP Application website	- Santa Barbara Cottage Hospital: Line 16b URL: https://www.cottagehealth.org/billing/financial-assistance/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- Santa Barbara Cottage Hospital: Line 16c URL: https://www.cottagehealth.org/billing/financial-assistance/;
Schedule H, Part VI, Line 2 Needs assessment	Cottage Health, through its hospitals Santa Barbara Cottage Hospital, Goleta Valley Cottage Hospital, and Santa Ynez Valley Cottage Hospital, researched the needs of the county through the Community Health Needs Assessment (CHNA). As discussed in detail in H-V-line5, the assessment included a broad group of participants from the public and private sector plus existing health data in the government sector and past needs assessment information. Needs prioritized in the CHNA include: Access to Care, Behavioral Health, Chronic conditions, food insecurity and housing insecurity. In addition, Cottage Health has prioritized injury and violence within the Behavioral Health area. The Hospitals provide critical funding for community health, financial assistance, and external grants, while also realizing shortfalls in Medicare, Medi-Cal, and indigent care. Activities in these areas included screenings and health fairs; classes, clinics, lectures, and seminars; community services; community collaborations; and coalitions/committees. In 2021, Cottage Health spent over $190 million on these program
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	COTTAGE HEALTH HAS A MULTIFACETED FINANCIAL ASSISTANCE PROGRAM (FAP) TO ENSURE THAT ALL PATIENTS RECEIVE INFORMATION ABOUT OUR FAP, AND PATIENTS WHO DO NOT HAVE INSURANCE ARE SCREENED FOR ELIGIBILITY IN A GOVERNMENT SPONSORED HEALTHCARE PLAN. THE HOSPITAL POSTS INFORMATION ABOUT THE FAP IN ALL REGISTRATION AREAS. SIGNS ARE IN ENGLISH, AND SPANISH AND ARE LOCATED IN ALL AREAS WHERE PATIENTS ARE REGISTERED FOR INPATIENT AND OUTPATIENT SERVICES. SIGNS ARE ALSO LOCATED IN THE PATIENT BILLING OFFICE AND CASHIER OFFICE. PAPER COPIES ARE PROVIDED TO PATIENTS WHO SPEAK TAGALOG or MANDARIN. PATIENTS WILL ALSO BE CONTACTED BY AN ADMITTING REPRESENTATIVE OR ELIGIBILITY COUNSELOR TO ASSIST THE PATIENT IN DETERMINING ELIGIBILITY FOR GOVERNMENT SPONSORED INSURANCE PROGRAMS AND ASSIST WITH THE APPLICATION PROCESS AT NO COST TO THE PATIENT. PATIENT FINANCIAL COUNSELORS WHO ANSWER CUSTOMER SERVICE CALLS ARE INSTRUCTED TO OFFER a plain language summary (PLS) of the FAP APPLICATIONS TO ALL PATIENTS. Additionally, each patient is provided with information regarding the FAP on their billing statement, and each billing statement is accompanied by the PLS. SANTA BARBARA COTTAGE HOSPITAL ALSO WORKS CO-OPERATIVELY WITH THE COUNTY OF SANTA BARBARA TO PROVIDE NON-EMERGENCY FINANCIAL ASSISTANCE SERVICES. THIS PROGRAM IS KNOWN AS THE COMMUNITY SERVICE PROGRAM. ALL MEMBERS OF THE COMMUNITY WHO MEET THE FINANCIAL CRITERIA ARE ELIGIBLE FOR THE COMMUNITY SERVICE PROGRAM, BUT MUST BE REFERRED BY A PHYSICIAN. WHEN PATIENTS WHO VISIT THE SANTA BARBARA PUBLIC HEALTH DEPARTMENT CLINIC HAVE A NEED FOR A MEDICALLY-NECESSARY BUT NON-EMERGENT SERVICE, THE PHYSICIANS AND CLINIC STAFF INFORM THE PATIENT OF THE COMMUNITY SERVICE PROGRAM AND HELP THE PATIENT TO APPLY. INDEPENDENT PHYSICIANS IN THE COMMUNITY WERE MADE AWARE OF THE PROGRAM AND HOW TO ACCESS SERVICES ON BEHALF OF THEIR PATIENTS.
Schedule H, Part VI, Line 4 Community information	Santa Barbara County consists of 2,750 square miles of land and inland water area. Approximately rectangular in shape, Santa Barbara County is bordered on the north by San Luis Obispo County, on the east by Ventura County, and on the south and west by 107 miles of Pacific coastline. Much of the county is mountainous. The Santa Ynez, San Rafael and Sierra Madre mountains extend in a predominately east west direction. Within the county, there are numerous fertile agricultural areas, including the Santa Maria, Cuyama, Lompoc, and Santa Ynez Valleys, and the southeast coastal plain. These areas, which include most of the developed land, also accommodate the majority of the population. Los Padres National Forest, in the eastern part of the county, covers approximately 44 percent of the total county area. Vandenberg Air Force Base is in the Lompoc region, while UCSB is on the South Coast. North County refers to the area west and north of Gaviota and includes the Lompoc, Santa Maria, Santa Ynez and Cuyama valleys. South Coast refers to the Goleta, Santa Barbara, and Carpinteria coastal plain. Santa Barbara County's approximate 446,000 population is divided into six sub regions: Santa Barbara/Goleta Region; Santa Ynez Valley; Carpinteria Valley; Lompoc Valley; Santa Maria Valley; Guadalupe Valley; and the Cuyama Valley. Of the total population, approximately 50% are females. The median age is 34 years. The population age breakdown is: 27.3% under 20 years old; 57.4% are 20 to 64 years old and 15.3% are 65 and older. For people reporting one race, 43.9% are White; 45.8% are Hispanic; 2.0% are Black or African American; 5.3% are Asian; and 2.9% are Other/Multi-Racial. 12.5% of county residents live below the poverty level. The residents of the County are served by 5 hospitals throughout the county.
Schedule H, Part VI, Line 5 Promotion of community health	The Board of Directors is made up of community members who volunteer their time to ensure that the Santa Barbara community has access to high-quality, affordable health care. The Board is actively involved in the hospital's strategic decisions and approves of an annual budget and 10-year financial plan to ensure the hospital continue to offer healthcare services to the community for years to come. The Board also approves of annual strategic goals consistent with the mission, vision and values of the Cottage Health. The financial forethought of the Board of Directors resulted in surplus funds used to rebuild and expand the hospital to meet growing community needs. Santa Barbara Cottage Hospital has built a new hospital that complies with the unfunded mandate of the State of California's Senate Bill 1953 (SB1953, requiring all hospitals to retrofit or rebuild in order to withstand a major earthquake. This was the largest project in the hospital's history. The hospital continues to enhance services, facilities and programs to better serve the community. Santa Barbara Cottage Hospital works collaboratively with its medical staff to improve health in the community through innovations in care, training, research and community outreach. Santa Barbara Cottage Hospital was integral in planning and sustaining operations of the community COVID vaccination clinic held at the sister hospital in Goleta in 2021. The Cottage Center for Population Health is committed to improving the health of the populations Cottage Health serves. Recent initiatives with community partners include identifying and serving needs in areas of behavioral health, pediatric resilience, and health resources for people experiencing homelessness in our community. Cottage Health has developed community partnerships to increase COVID safety outreach to underserved populations and to expand the community health needs assessment survey in the community.
Schedule H, Part VI, Line 6 Affiliated health care system	Cottage Health is the parent organization of Santa Barbara Cottage Hospital, Goleta Valley Cottage Hospital and Santa Ynez Valley Cottage Hospital and Goleta Valley Professional Buildings, Inc. These organizations have a common Board of Directors. Cottage Health Hospitals are the sole hospital providers in the Community and strategic plans are created with all the Hospitals and their Communities in mind. Santa Barbara Cottage Hospital is the largest hospital in the system and provides the widest array of services. As such, Santa Barbara Cottage Hospital experiences the largest amount of financial assistance and Medicaid shortfall from cost. The hospital also provides the majority of community benefit programs, which are reported in the Cottage Health Community Benefit Report. In addition, Santa Barbara Cottage Hospital Foundation provides grants to various organizations to promote healthy living and support nurse-training programs in the Community.
Schedule H, Part VI, Line 7 State filing of community benefit report	CA

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
SANTA BARBARA NEIGHBORHOOD CLINICS
1900 State St Suite G	SB	CA	93101	770496382	501(c)(3)	$800,000	Support of neighborhood health clinics for low income patients
PATH PEOPLE ASSISTING THE HOME
PO Box 24116	Santa Barbara	CA	93121	953950196	501(c)(3)	$490,274	Medical respite beds for the homeless population
Santa Barbara City College
721 Cliff Drive	Santa Barbara	CA	93109	770070782	government	$421,525	Support of Nursing Program at Santa Barbara City College
CSUCI FOUNDATION
One University Drive	Camarillo	CA	93012	770433230	501(c)(3)	$297,403	Support of the Bachelor's in Science, Nursing program in Santa Barbara
CARPINTERIA CHILDRENS PROJECT
5201 Eighth Street	Carpenteria	CA	93013	811407122	501(c)(3)	$199,907	Provide mental health screening and services to preschool children suffering from Adverse Childhood Experiences.
California Health Foundation and Trust
1215 K Street 800	Sacramento	CA	95814	941498697	501(c)(3)	$191,215	Support of charitable activities at hospitals in the state of California.
SANCTUARY CENTERS OF SANTA BARBARA INC
PO Box 551	Santa Barbara	CA	93102	953066786	501(c)(3)	$150,000	Support Psychiatric and licensed therapist services for Integrated Care Clinic patients
UNIVERSITY OF CALIFORNIA REGENTS
UCSB	Santa Barbara	CA	93106	954377221	government	$102,455	Support of health research programs.
STORYTELLER CHILDRENS CENTER INC
2115 State Street	Santa Barbara	CA	93105	770283072	501(c)(3)	$90,450	Support of therapy services and case management for homeless preschool children and families
COUNCIL ON ALCOHOLISM & DRUG
PO BOX 28	Santa Barbara	CA	93101	951878858	501(c)(3)	$50,000	Provide parenting education programs that will support parents of children and adolescents with culturally relevant parenting skills training.
SARAH HOUSE
PO Box 20031	Santa Barbara	CA	93120	770224415	501(c)(3)	$47,400	Support of end of life care for low income patients that transfer from the Hospital Palliative Care facility
WILLBRIDGE OF SANTA BARBARA
1215 East Montecito St	SB	CA	93130	571194195	501(c)(3)	$46,250	Support for the transitional housing beds for homeless patients who are not appropriate for discharge to the streets or shelters and who need supervised convalescence
SB ACT - UFFIZI ORDER
1625 ROBBINS STREET	Santa Barbara	CA	93101	462832064	501(c)(3)	$42,966	Facilitate supportive housing model development for permanent housing for the formerly homeless.
SANTA BARBARA COUNTY EDUCATION OFFICE
4400 Cathedral Oaks Rd	SB	CA	93160	956000940	government	$21,450	Supports COVID-19 prevention education among vulnerable communities.
VNA HEALTH FOUNDATION
509 EAST MONTECITO STREET	Santa Barbara	CA	93103	770342043	501(c)(3)	$15,000	Support for the transitional housing beds for homeless patients who are not appropriate for discharge to the streets or shelters and who need supervised convalescence
COMMUNITY PARTNERS
1000 N ALAMEDA ST SUITE 240	LOS ANGELES	CA	90012	954302067	501(c)(3)	$14,625	Assessing behavioral health assets in Santa Barbara County, particularly those supporting vulnerable populations
LA CASA DE LA RAZA
601 E MONTECITO STREET	Santa Barbara	CA	93103	237110339	501(c)(3)	$11,550	Supports COVID-19 prevention education among vulnerable communities.

Field	Value	IRS element (for citing)
Total501c3 Org	17	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	LIFELINE - providing emergency support	GrantTypeTxt
Recipient	58	RecipientCnt
Cash Grant	$19,654	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule I, Part III Lifeline	Support for at risk population who cannot afford to pay Lifeline services
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	Grant funds are monitored through the Community Health Coordinating Committee of Cottage Health. Grantees are required to submit a report in June of each year that is reviewed by the committee prior to entire amount of funds being disbursed. Grants to Lifeline clients, low income seniors, are ongoing for the duration of their lifeline contract.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Ronald Werft
President & CEO	$0	$1,166,633	$0	$435,926	$0	$99,771	$0	$58,942	$0	$22,011	$0	$1,783,283	$0	$0
Lisa Moore
Executive VP and COO	$0	$620,335	$0	$85,642	$0	$76,062	$0	$143,500	$0	$19,064	$0	$944,603	$0	$0
Steven Fellows
Executive VP and COO (Part Year)	$0	$0	$0	$202,496	$0	$158,119	$0	$59,750	$0	$1,578	$0	$421,943	$0	$0
Brett Tande
Senior VP and CFO	$0	$659,212	$0	$179,093	$0	$147,174	$0	$33,750	$0	$32,283	$0	$1,051,512	$0	$0
DAVID NICHOLS
VP BUSINESS DEVEL-LAB	$134,593	$0	$785,054	$0	$0	$0	$14,250	$0	$447	$0	$934,344	$0	$0	$0
JEFFREY GAUVIN MD
DIR SURGERY EDUC	$465,046	$0	$1,593	$0	$21,286	$0	$14,250	$0	$21,609	$0	$523,784	$0	$0	$0
RICHARD BESWICK
VP RESEARCH & Chief Research Officer	$391,083	$0	$83,460	$0	$14,096	$0	$81,642	$0	$21,609	$0	$591,890	$0	$0	$0
SHARRON THOMAS
Key Accounts Service Rep	$98,503	$0	$407,712	$0	$9,281	$0	$40,250	$0	$2,750	$0	$558,496	$0	$0	$0
KEITH DEAVILLE
DIR SALES & MARKETING-LAB	$88,080	$0	$359,961	$0	$82,360	$0	$35,667	$0	$18,520	$0	$584,588	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	On an annual basis the Executive Compensation Committee (ECC) of the Board of Directors meets to determine appropriate compensation for executives, including the CEO, COO, CFO, and vice presidents. All members of the ECC are independent members of the Board of Directors. The ECC engages an independent consultant to prepare comparative compensation reports for each position. The executives individual performance will also be considered when determining compensation. The ECC recommends compensation for the executives to the full Board for approval. This process takes place annually for all executives.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	COTTAGE HEALTH PROVIDES CERTAIN EXECUTIVES A SUPPLEMENTAL RETIREMENT PROGRAM. THE PROGRAM IS DEFINED AS DEFERRED COMPENSATION UNDER THE IRC SECTION 457(F). THE ANNUAL CONTRIBUTION IS 9.8% OF BASE YEARS SALARY WITH THE CONTRIBUTIONS VESTING FIVE YEARS FROM CREDITING DATE, OR AT AGE 62, OR IMMEDIATELY IN THE EVENT OF DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT CAUSE. THE UNVESTED ACCOUNT BALANCES ARE ASSETS OF THE ORGANIZATION AND ARE INCLUDED IN OTHER ASSETS AND THE ACCRUED EXPENSE IS INCLUDED IN PENSION LIABILITY AND OTHER IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS. THE AMOUNTS ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. Beginning in 2020, Vested payouts are paid directly to participants by Fidelity and 1099s were issued by Fidelity.
Schedule J, Part I, Line 7 Non-fixed payments	Each year the Board of Directors determines if a bonus can be paid based on the financial operating results of the completed year. The Board determines the total amount of the bonus pool. This pool of money is distributed to employees in the management team based on the individual's achievement of personal goals and the overall team's accomplishment of system-wide goals pertaining to quality, service excellence, employee engagement, financial or other. The payout for individuals is calculated based on percentages of their base salary and their position.
Schedule J, Part II	Beginning in 2014, THE ORGANIZATION ENTERED INTO A SPLIT-DOLLAR TERM LOAN ARRANGEMENT WITH THREE EXECUTIVES IN EXCHANGE FOR THEIR AGREEMENT TO FOREGO BENEFITS UNDER A SECTION 457(F) DEFERRED COMPENSATION PLAN. THE ORGANIZATION MAKES LOANS TO THE EXECUTIVES THAT ARE USED TOWARDS PREMIUMS ON LIFE INSURANCE POLICIES. INTEREST ON THE LOANS ACCRUES AT A RATE OF INTEREST IN EXCESS OF THE APPLICABLE FEDERAL RATE. UPON RETIREMENT, THE EXECUTIVES WILL BE PERMITTED TO BORROW ANNUALLY FROM THE ACCUMULATED CASH VALUE TO RECEIVE A TARGET BENEFIT AS LONG AS THE POLICIES' RETAIN ENOUGH CASH VALUE TO REPAY THE ORGANIZATION'S LOANS AND ACCRUED INTEREST FROM THE DEATH BENEFITS. THE LOANS ARE SECURED WITH THE POLICIES' CASH VALUE AND DEATH BENEFITS AND THE ORGANIZATION SHARES IN ANY EXCESS DEATH BENEFITS UNDER THE POLICIES.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
Joan Bricher
CFO through 1/2016	Joint investment in cash balance life insurance policy	Yes (X)	$5,627,962	$5,949,158	false	Yes (true)	Yes (true)
Ronald Werft
CEO	Joint investment in cash balance life insurance policy	Yes (X)	$14,589,759	$17,618,049	false	Yes (true)	Yes (true)
Steven Fellows
COO	Joint investment in cash balance life insurance policy	Yes (X)	$3,308,400	$3,920,233	false	Yes (true)	Yes (true)

Field	Value	IRS element (for citing)
Total Balance Due	$27,487,440	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Hogan W Michael MD PC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	board member Dr. Anne Rodriguez is a 49% owner in the corporation	RelationshipDescriptionTxt
Transaction	$176,894	TransactionAmt
Transaction	Medical Services	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 6 Classes of members or stockholders	Cottage Health is the sole corporate member.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	Cottage Health is the sole corporate member and can appoint Directors to the Board.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	The Board of Directors must obtain prior approval from the Board of Directors of Cottage Health, in order to: a) amend or restate the Articles of Incorporation or Bylaws; b) implement the annual budget and long-term capital and operational budget; c) sell, lease, mortgage, pledge, merge, consolidate or make any other disposition of any material part of the property and assets of this corporation; or d) voluntarily dissolve the corporation.
Form 990, Part VI, Line 11b Review of form 990 by governing body	Form 990 is prepared under the direction of the Senior Vice President and CFO. Form 990 is compiled and reviewed by the Senior Vice President & CFO, the Vice President Finance & Controller, the Director Corporate Finance, and the Accounting Manager. Form 990 is reviewed separately by Ernst & Young as an independent tax consultant to Cottage during the development of the response. Each party reviews Form 990 prior to submission to the Compliance & Audit Committee and to the Board of Directors, whose reviews are conducted prior to filing. A complete copy of the final Form 990 is provided to all members of the governing board before it is filed.
Form 990, Part VI, Line 12c Conflict of interest policy	The purpose of the Conflict of Interest policy is to protect the interest of the Health System when it contemplates entering into a transaction or arrangement that could benefit the private interest of a Director or Officer of Cottage Health, Santa Barbara Cottage Hospital, Goleta Valley Cottage Hospital, Santa Ynez Valley Cottage Hospital, Santa Barbara Cottage Hospital Foundation and Goleta Valley Professional Buildings, Inc., collectively known as Cottage Health. The Directors have a duty to: 1.) discharge their duties to benefit Cottage Health and not the Directors personally 2.) disclose situations with the potential for conflict of interest with the vision and mission of Cottage Health 3.) refrain from discussing confidential Cottage Health business with others. Each Board member will annually complete the Cottage Health Directors Annual Conflict Disclosure Form. The Disclosure information will be reviewed annually by the Board Chair and the results reported to the full Board. Each Director or Officer will disclose to the Board Chair items to be discussed at a Board meeting. If there are any material financial or personal interests a Board member or family member may have in a Board decision, the Director or Officer will disclose this to the Committee Chair before the Board reviews the items and takes action. In general, an Officer who has disclosed a potential conflict should be excused from the decision making portion of the discussion and is prohibited from voting on a matter involving a potential conflict of interest. If the Board has reasonable cause to believe that a Director or Officer failed to disclose a material financial interest or other potential material conflict of interest, the Board Chair shall inform the member of the basis for the belief and afford the member an opportunity to explain the alleged failure to disclose. After hearing the Director or Officer response and conducting any further necessary investigation, the Board determines if the Director or Officer failed to disclose a material financial or other potential material conflict of interest. The Board Chair shall take appropriate corrective action. Committee Chairs who address conflict of interest situations with a Board Committee member are responsible for reporting such situations to the Board Chair. Key employees are treated as other employees of Cottage Health and sign an annual conflict of interest form. These forms are reviewed by Compliance and any issues are brought to the Chief Compliance Officer.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	On an annual basis the Compensation Committee (CC) of the Board of Directors meets to determine appropriate compensation for executives, including the CEO, COO, CFO, and vice presidents. All members of the CC are independent members of the Board of Directors. The CC engages an independent consultant to prepare comparative compensation reports for each position. The executive's individual performance will also be considered when determining compensation. The CC recommends compensation for the executives to the full Board for approval. This process takes place annually for all employed officers and key employees.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	The process described in line 15a, above, takes place annually for all employed officers and key employees. For this fiscal year, the review occurred on March 26, 2021.
Form 990, Part VI, Line 19 Required documents available to the public	Tax filings can be obtained upon request from the CFO. Audited Financial Statements are attached to the Form 990 in accordance with IRS instructions. The bylaws, articles of incorporation and conflict of interest policies are not available to the public.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Pharmacy revenues - Total Revenue: 1436619, Related or Exempt Function Revenue: 1436619, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Population Health revenues - Total Revenue: 345558, Related or Exempt Function Revenue: 345558, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; All other revenues - Total Revenue: 2384031, Related or Exempt Function Revenue: 2378766, Unrelated Business Revenue: 5265, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees	Professional Fees - Total Expense: 46620446, Program Service Expense: 39566910, Management and General Expenses: 7053536, Fundraising Expenses: ; CONTRACT Labor - Total Expense: 14005905, Program Service Expense: 13940955, Management and General Expenses: 64950, Fundraising Expenses: ; Laboratory Outside Tests - Total Expense: 3492947, Program Service Expense: 3492947, Management and General Expenses: , Fundraising Expenses: ; Third Party BIlling - Total Expense: 1933857, Program Service Expense: , Management and General Expenses: 1933857, Fundraising Expenses: ; OTHER PURCHASED SERVICES - Total Expense: 30409051, Program Service Expense: 24965871, Management and General Expenses: 5443180, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	CHANGE IN PENSION LIABILITY - 34203077;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	PACIFIC DIAGNOSTIC LABORATORIES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 689	AddressLine1Txt
City	SANTA BARBARA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93102	ZIPCd

Field	Value	IRS element (for citing)
EIN	205038438	EIN
Primary Activities	OUTPATIENT LABORATORY SERVICES	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Total Income	$52,823,577	TotalIncomeAmt
End Of Year Assets	$21,011,168	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SANTA BARBARA COTTAGE HOSPITAL	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
COTTAGE HEALTH
PO BOX 689	SANTA BARBARA	CA	931020689	770431902	PARENT ORGANIZATION FOR 3 HOSPITALS & MEDICAL PROF BLDG.	CA	501(c)(3)	Type II	NA	false
GOLETA VALLEY COTTAGE HOSPITAL
PO BOX 689	SANTA BARBARA	CA	931020689	952413596	HOSPITAL	CA	501(c)(3)	3	COTTAGE HEALTH	Yes (true)
SANTA YNEZ VALLEY COTTAGE HOSPITAL INC
PO BOX 689	SANTA BARBARA	CA	931020689	952224265	HOSPITAL	CA	501(c)(3)	3	COTTAGE HEALTH	Yes (true)
SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
PO BOX 689	SANTA BARBARA	CA	931020689	953802238	FOUNDATION TO SUPPORT SANTA BARBARA COTTAGE	CA	501(c)(3)	7	NA	Yes (true)
GOLETA VALLEY PROFESSIONAL BUILDINGS INC
PO BOX 689	SANTA BARBARA	CA	931020689	770004202	MEDICAL PROF BLDG	CA	501(c)(3)	Type II	COTTAGE HEALTH	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Coastal One Heatlh Partners LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 W Pueblo	AddressLine1Txt
City	Santa Barbara	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93105	ZIPCd

Field	Value	IRS element (for citing)
EIN	821663329	EIN
Primary Activities	Health Care	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	N/A	PredominantIncomeTypeTxt

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Goleta Valley Cottage Hospital
L	$2,332,220	accrual
Goleta Valley Cottage Hospital
O	$1,998,216	accrual
Goleta Valley Cottage Hospital
P	$115,906	accrual
Goleta Valley Cottage Hospital
S	$636,190	accrual
Goleta Valley Professional Buildings Inc
A	$516,558	accrual
Goleta Valley Professional Buildings Inc
D	$2,900,000	accrual
Goleta Valley Professional Buildings Inc
K	$3,041,385	accrual
Goleta Valley Professional Buildings Inc
O	$184,903	accrual
Santa Barbara Cottage Hospital Foundation
C	$15,734,773	accrual
Santa Ynez Cottage Hospital
L	$1,477,502	accrual
Santa Ynez Cottage Hospital
O	$1,554,153	accrual
Santa Ynez Cottage Hospital
R	$124,981	accrual