STANFORD HEALTH CARE TRI-VALLEY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STANFORD HEALTH CARE TRI-VALLEY (EIN 94-1429628)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-15
- IRS object ID
- 202521969349301882
- Schema version
- 2023v6.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T12:42:38-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941429628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD HEALTH CARE TRI-VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICOLE PEDIGO | InCareOfNm |
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 9258473000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 E STANLEY BOULEVARD | AddressLine1Txt |
| City | LIVERMORE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KYLE WICHELMANN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9258473000 | PhoneNum |
| Signature | 2025-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2025-07-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KYLE WICHELMANN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 E STANLEY BOULEVARD | AddressLine1Txt |
| City | LIVERMORE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $541,192,764 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://STANFORDHEALTHCARE.ORG/TRI-VALLEY | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 1951 | TotalEmployeeCnt |
| Total Volunteers | 191 | TotalVolunteersCnt |
| Total Gross UBI | $300,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $130,592 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,790,067 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,940,162 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $467,587,265 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $530,590,250 | CYProgramServiceRevenueAmt |
| PY Investment Income | $610,227 | PYInvestmentIncomeAmt |
| CY Investment Income | $737,560 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,284,506 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,514,647 | CYOtherRevenueAmt |
| PY Total Revenue | $472,272,065 | PYTotalRevenueAmt |
| CY Total Revenue | $531,753,325 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $627,540 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $261,907 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $248,560,592 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $287,698,560 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $525,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $208,537,129 | PYOtherExpensesAmt |
| CY Other Expenses | $227,963,182 | CYOtherExpensesAmt |
| PY Total Expenses | $457,725,261 | PYTotalExpensesAmt |
| CY Total Expenses | $515,923,649 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,546,804 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,829,676 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $423,138,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $472,654,079 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $146,899,992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $154,652,179 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $276,238,474 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $318,001,900 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STANFORD HEALTH CARE TRI-VALLEY'S MISSION IS TO (1) ASSUME THE LEADERSHIP ROLE FOR THE HEALTH OF THE TRI-VALLEY COMMUNITY AND (2) TO CARE, TO EDUCATE, AND TO DISCOVER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $475,280,265 | ExpenseAmt |
| Grant | $261,907 | GrantAmt |
| Revenue | $532,774,735 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $475,280,265 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | false | 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 | false | 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 | false | 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 | 100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1951 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE PEDIGO | PersonNm |
| Phone | 9258473000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 E STANLEY BOULEVARD | AddressLine1Txt |
| City | LIVERMORE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94550 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID ENTWISTLE | ||||||||||
| DIRECTOR | 4.25 | 52.4 | Yes (X) | $0 | $5,917,814 | $96,440 | ||||
| QUINN MCKENNA | ||||||||||
| DIRECTOR | 3.0 | 51.2 | Yes (X) | $0 | $2,913,368 | $82,184 | ||||
| LINDA HOFF | ||||||||||
| DIRECTOR | 3.25 | 51.4 | Yes (X) | $0 | $2,328,544 | $197,819 | ||||
| RICHARD SHUMWAY | ||||||||||
| PRESIDENT/CEO | 52.5 | 20.4 | $1,568,195 | $0 | $284,122 | Yes (X) | ||||
| AARON SALYAPONGSE MD | ||||||||||
| DIRECTOR | 1.6 | 0.2 | Yes (X) | $0 | $1,113,774 | $68,317 | ||||
| RON DALMAN MD | ||||||||||
| DIRECTOR | 1.6 | 0.2 | Yes (X) | $0 | $834,476 | $80,815 | ||||
| DAVID SVEC MD | ||||||||||
| CMO | 1.6 | 0.0 | $0 | $602,151 | $78,871 | Yes (X) | ||||
| KYLE WICHELMANN | ||||||||||
| CFO | 50.0 | 12.4 | $533,543 | $0 | $124,605 | Yes (X) | ||||
| CHRISTOPHER SHARP MD | ||||||||||
| DIRECTOR | 1.6 | 0.0 | Yes (X) | $0 | $545,782 | $70,480 | ||||
| TRACEY LEWIS TAYLOR | ||||||||||
| COO (UNTIL 05/24) | 50.0 | 0.0 | $548,313 | $0 | $51,608 | Yes (X) | ||||
| MONICA DAVILA | ||||||||||
| INTERIM COO | 50.0 | 0.0 | $403,686 | $0 | $102,404 | Yes (X) | ||||
| MANOJ SASTRY | ||||||||||
| INTERIM CAO/VP MKT DEVL | 50.0 | 0.0 | $400,856 | $0 | $96,964 | Yes (X) | ||||
| JENNIFER SAAVEDRA | ||||||||||
| REGISTERED NURSE II | 50.0 | 0.0 | $404,923 | $0 | $53,523 | Yes (X) | ||||
| PAUL MUSER | ||||||||||
| REGISTERED NURSE II | 50.0 | 0.0 | $386,165 | $0 | $52,021 | Yes (X) | ||||
| COLE MENDENHALL | ||||||||||
| REGISTERED NURSE II | 50.0 | 0.0 | $392,966 | $0 | $43,566 | Yes (X) | ||||
| CHRISTOPHER LYONS | ||||||||||
| VP HUMAN RESOURCES | 50.0 | 0.0 | $384,909 | $0 | $47,326 | Yes (X) | ||||
| HIRUT TRUNEH | ||||||||||
| INTERIM CNO (FROM 03/24) | 50.0 | 0.0 | $353,438 | $0 | $68,537 | Yes (X) | ||||
| JOHN YEE MD | ||||||||||
| VP CLINICAL INITIATIVES | 50.0 | 2.0 | $342,096 | $0 | $72,439 | Yes (X) | ||||
| NICHOLE THOMAS | ||||||||||
| REGISTERED NURSE II | 50.0 | 0.0 | $391,022 | $0 | $11,055 | Yes (X) | ||||
| MATTHEW WOLDEN | ||||||||||
| VP OF OPERATIONS | 50.0 | 0.0 | $277,324 | $0 | $29,668 | Yes (X) | ||||
| DIANE GRUNSKY | ||||||||||
| FORMER SECRETARY | 49.6 | 0.0 | $150,238 | $0 | $18,132 | Yes (X) | ||||
| JACQUELINE STEIN | ||||||||||
| FORMER SECRETARY | 0.0 | 0.0 | $146,533 | $0 | $8,304 | Yes (X) | ||||
| SOLEIL CANLAS | ||||||||||
| SECRETARY | 50.0 | 0.4 | $106,896 | $0 | $20,757 | Yes (X) | ||||
| JOHN SENSIBA | ||||||||||
| CHAIR | 1.6 | 0.2 | Yes (X) | $0 | $0 | $0 | ||||
| KAYE FOSTER | ||||||||||
| DIRECTOR | 1.6 | 2.2 | Yes (X) | $0 | $0 | $0 | ||||
| REENA JADHAV | ||||||||||
| DIRECTOR | 1.6 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RANDY POND | ||||||||||
| DIRECTOR | 1.6 | 0.2 | Yes (X) | $0 | $0 | $0 | ||||
| ALCINA WEGRZYNOWSKI | ||||||||||
| DIRECTOR | 1.6 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,791,103 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,255,909 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,759,957 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 775 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| AYA HEALTHCARE INC | |||||
| DEPT 3519 PO BOX 123519 | DALLAS | TX | 75312 | PATIENT CARE SERVICE | $6,801,736 |
| HERRERO BUILDERS INCORPORATE | |||||
| 2100 OAKDALE AVENUE | SAN FRANCISCO | CA | 94124 | CONSTRUCTION SERVICE | $6,210,317 |
| LRS HEALTHCARE | |||||
| PO BOX 850349 | MINNEAPOLIS | MN | 55485 | PATIENT CARE SERVICE | $4,813,511 |
| SODEXO INC AFFILIATES | |||||
| 9801 WASHINGTON BLVD | GAITHERSBURG | MD | 20878 | HOSPITALITY SERVICE | $4,055,490 |
| PREMIER ANESTHESIA OF CALIFORNIA | |||||
| 2655 NORTHWINDS PARKWAY | ALPHARETTA | GA | 30009 | PATIENT CARE SERVICE | $8,956,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 50 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,356,526 | GovernmentGrantsAmt |
| All Other Contributions | $583,636 | AllOtherContributionsAmt |
| Total Contributions | $1,940,162 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICES | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $530,590,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $530,290,250 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $300,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $530,590,250 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $733,221 | TotalRevenueColumnAmt |
| Exclusion | $733,221 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,265,907 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,265,039 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$3,999,132 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,999,132 | TotalRevenueColumnAmt |
| Exclusion | -$3,999,132 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $178,739 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $174,400 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $4,339 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,339 | TotalRevenueColumnAmt |
| Exclusion | $4,339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DIETARY SERVICES | 900099 | $774,518 | $774,518 |
| REBATE ON AGREEMENTS | 900099 | $112,105 | $112,105 |
| CLINICAL REVENUE | 900099 | $335,850 | $335,850 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,262,012 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,262,012 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,484,485 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $531,753,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $532,774,735 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $300,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,261,572 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,907 | TotalAmt |
| Program Services | $261,907 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,667,456 | TotalAmt |
| Management And General | $4,667,456 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,657,951 | TotalAmt |
| Program Services | $189,882,843 | ProgramServicesAmt |
| Management And General | $9,775,108 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,680,276 | TotalAmt |
| Program Services | $7,569,609 | ProgramServicesAmt |
| Management And General | $110,667 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,348,656 | TotalAmt |
| Program Services | $57,748,935 | ProgramServicesAmt |
| Management And General | $3,599,721 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,344,221 | TotalAmt |
| Program Services | $13,212,368 | ProgramServicesAmt |
| Management And General | $1,131,853 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,110 | TotalAmt |
| Management And General | $842,110 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,686 | TotalAmt |
| Management And General | $273,686 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,852,435 | TotalAmt |
| Program Services | $30,748,307 | ProgramServicesAmt |
| Management And General | $2,104,128 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,347,023 | TotalAmt |
| Program Services | $7,124,354 | ProgramServicesAmt |
| Management And General | $222,669 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,720,262 | TotalAmt |
| Program Services | $20,935,373 | ProgramServicesAmt |
| Management And General | $10,784,889 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,792,953 | TotalAmt |
| Program Services | $10,623,964 | ProgramServicesAmt |
| Management And General | $168,989 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,452 | TotalAmt |
| Program Services | $42,143 | ProgramServicesAmt |
| Management And General | $58,309 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,894 | TotalAmt |
| Program Services | $219,729 | ProgramServicesAmt |
| Management And General | $16,165 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,689,367 | TotalAmt |
| Program Services | $1,689,367 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,494,813 | TotalAmt |
| Program Services | $19,406,368 | ProgramServicesAmt |
| Management And General | $88,445 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,275,532 | TotalAmt |
| Program Services | $3,821,270 | ProgramServicesAmt |
| Management And General | $454,262 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $79,523,856 | $78,849,768 | $674,088 | |
| PURCHASED SERVICES | $18,282,475 | $14,432,839 | $3,324,636 | $525,000 |
| HOSPITAL QUALITY ASSUR FEE | $17,254,405 | $17,254,405 | ||
| LICENSE, TAX & FEES | $832,580 | $387,141 | $445,439 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,445,339 | TotalAmt |
| Program Services | $1,069,575 | ProgramServicesAmt |
| Management And General | $1,375,764 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,923,649 | TotalAmt |
| Program Services | $475,280,265 | ProgramServicesAmt |
| Management And General | $40,118,384 | ManagementAndGeneralAmt |
| Fundraising | $525,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,013,154 | BOYAmt |
| EOY | $4,855,894 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,066,475 | BOYAmt |
| EOY | $68,228,216 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,501,829 | BOYAmt |
| EOY | $12,280,587 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,911,676 | BOYAmt |
| EOY | $2,761,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $473,559,218 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $153,025,800 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,333,930 | BOYAmt |
| EOY | $320,533,418 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,328 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,098,560 | BOYAmt |
| EOY | $63,994,109 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,138,466 | BOYAmt |
| EOY | $472,654,079 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,731,232 | BOYAmt |
| EOY | $43,121,610 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,600,462 | BOYAmt |
| EOY | $3,628,023 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,568,298 | BOYAmt |
| EOY | $107,902,546 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,899,992 | BOYAmt |
| EOY | $154,652,179 | 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 | $271,081,671 | BOYAmt |
| EOY | $313,309,878 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,156,803 | BOYAmt |
| EOY | $4,692,022 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,238,474 | BOYAmt |
| EOY | $318,001,900 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,138,466 | BOYAmt |
| EOY | $472,654,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,829,676 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $25,933,750 | 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 | false | FederalGrantAuditRequiredInd |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| 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 | $24,015 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $24,015 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES: SHC TRI-VALLEY BELONGS TO THE CALIFORNIA HOSPITAL ASSOCIATION/HOSPITAL COUNCIL OF NORTHERN & CENTRAL CALIFORNIA IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATION MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY24, SHC TRI-VALLEY PAID DUES OF $132,902 TO THESE ORGANIZATIONS AND THE APPROXIMATE AMOUNT OF DUES SPENT ON LOBBYING PURPOSES WAS $24,015. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,124,005 | OtherCostOrOtherBasisAmt |
| Book Value | $51,124,005 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $231,769,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,470,240 | DepreciationAmt |
| Book Value | $187,299,074 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,926,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,036,307 | DepreciationAmt |
| Book Value | $11,889,941 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,809,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,678,383 | DepreciationAmt |
| Book Value | $65,130,980 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,930,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,840,870 | DepreciationAmt |
| Book Value | $5,089,418 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $320,533,418 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NON PATIENT RECEIVABLES | $319,116 |
| DEPOSITS | $631,864 |
| EQUITY INVESTMENT PPA-I | $1,678,694 |
| EQUITY INVESTMENT PPA-II | $7,627,844 |
| HOSP QUAL ASSURANCE RECEIVABLE | $5,308,419 |
| INTERCOMPANY RECEIVABLE | $783,983 |
| RIGHT OF USE ASSETS | $46,256,530 |
| GOVERNMENT RECEIVABLES | $1,387,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $63,994,109 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY NOTE | $47,927,073 |
| ASSET RETIREMENT OBLIGATION | $4,427,106 |
| HOSPITAL QUALITY ASSURANCE PAY | $3,528,634 |
| SELF INSURANCE RESERVES | $5,155,000 |
| INTERCOMPANY PAYABLE | $324,223 |
| REFUNDABLE DEPOSITS | $233,936 |
| RIGHT-OF-USE ASSET LEASE LIABILITY | $46,306,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $107,902,546 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FIN 48 SHC AND ITS SUBSIDIARIES HAVE NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. | ExplanationTxt |
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 |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| 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) |
|---|---|---|
| Total Community Benefit Expns | $2,052,326 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,052,326 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00400 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $29,113,301 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $26,116,204 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,997,096 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00580 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $59,432,796 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $21,502,513 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $37,930,282 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07350 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $90,598,423 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $47,618,717 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $42,979,704 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08330 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 22 | ActivitiesOrProgramsCnt |
| Persons Served | 6927 | PersonsServedCnt |
| Total Community Benefit Expns | $1,628,672 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $804,438 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $824,234 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 11 | ActivitiesOrProgramsCnt |
| Persons Served | 231 | PersonsServedCnt |
| Total Community Benefit Expns | $2,053,020 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,053,020 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00400 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 7 | ActivitiesOrProgramsCnt |
| Persons Served | 12781 | PersonsServedCnt |
| Total Community Benefit Expns | $1,082,956 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $602,504 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $480,452 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 40 | ActivitiesOrProgramsCnt |
| Persons Served | 19939 | PersonsServedCnt |
| Total Community Benefit Expns | $4,764,648 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,406,942 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,357,706 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 40 | ActivitiesOrProgramsCnt |
| Persons Served | 19939 | PersonsServedCnt |
| Total Community Benefit Expns | $95,363,071 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $49,025,659 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $46,337,410 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08980 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $6,550 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,550 | NetCommunityBenefitExpnsAmt |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $25,000 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $25,000 | NetCommunityBenefitExpnsAmt |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 888 | PersonsServedCnt |
| Total Community Benefit Expns | $258,080 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $258,080 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 888 | PersonsServedCnt |
| Total Community Benefit Expns | $289,630 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $289,630 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $18,380,087 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $155,985,973 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $249,602,982 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$93,617,009 | 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 |
| 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 | STANFORD HEALTH CARE TRI-VALLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 E STANLEY BLVD | AddressLine1Txt |
| City | LIVERMORE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | STANFORDHEALTHCARE.ORG/TRI-VALLEY | WebsiteAddressTxt |
| State License | 140000114 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | MED FITNESS FACILITY URGENT CARE WOMEN'S CENTER | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD HEALTH CARE TRI-VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 21 | 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 | SEE PART V | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 22 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART V | 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. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400. | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| 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 |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART V | 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 |
| 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 |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B | TWO FACILITIES OPERATE UNDER SHC TRI-VALLEY'S LICENSE WITH THE FOLLOWING ADDRESSES. 1111 E STANLEY BLVD LIVERMORE, CA 94550 5555 W LAS POSITAS BLVD PLEASANTON, CA 94588 |
| PART V, SECTION B, LINE 5 | THE HOSPITAL COMMISSIONED AN INDEPENDENT LOCAL RESEARCH FIRM, ACTIONABLE INSIGHTS, LLC ("AI"), TO ASSIST WITH THE VARIOUS ASSESSMENTS FOR THE 2021-2023 CHNA CYCLE. STANFORD HEALTH CARE TRI-VALLEY (SHC TRI-VALLEY) AND 12 OTHER HOSPITALS IN ALAMEDA AND CONTRA COSTA COUNTIES (SUBSEQUENTLY REFERRED TO AS "THE HOSPITALS") COLLABORATED FOR THE PURPOSE OF IDENTIFYING CRITICAL HEALTH NEEDS OF THE COMMUNITY. WORKING TOGETHER, THE HOSPITALS CONDUCTED AN EXTENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE 2022 CHNA BUILT UPON EARLIER ASSESSMENTS CONDUCTED BY THE HOSPITALS. AI COMPLETED THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. TO DO SO, AI ASSISTED SHC TRI-VALLEY WITH CHNA PLANNING, COLLECTED SECONDARY DATA, SYNTHESIZED SECONDARY DATA AND KEY PRIMARY DATA INSIGHTS, FACILITATED THE PROCESSES OF IDENTIFYING COMMUNITY ASSETS AND HEALTH NEEDS, ASSISTED WITH DETERMINING THE PRIORITIZATION OF COMMUNITY HEALTH NEEDS, AND DOCUMENTED THE PROCESSES AND FINDINGS IN THIS REPORT. ADDITIONALLY, FOR THE 2021-2023 CHNA CYCLE, SHC TRI-VALLEY EMPLOYED AD LUCEM TO CONDUCT AND ANALYZE KEY INFORMANT INTERVIEWS AND ANALYZED FOCUS GROUP DATA, PROVIDING KEY THEMES AND QUOTES, AND TO DESCRIBE THE PROCESSES AND METHODS IT USED IN THOSE EFFORTS. UTILIZING THE SERVICES OF BOTH AI AND AD LUCEM, PRIMARY AND SECONDARY RESEARCH, WAS COLLECTED AND SYNTHESIZED FOR A FINAL HEALTH NEEDS LIST, ASSISTED WITH THE HOSPITALS' PRIORITIZATION OF COMMUNITY HEALTH NEEDS AND DOCUMENTED THE PROCESS AND FINDINGS IN A REPORT. DURING THE 2022 CHNA PROCESS, THE HOSPITAL TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED, INCLUDING FROM THOSE WITH SPECIAL KNOWLEDGE AND EXPERTISE IN PUBLIC HEALTH THROUGH INTERVIEWS OF PUBLIC AND COMMUNITY HEALTH LEADERS, ADVOCATES AND EXPERTS. INPUT WAS ALSO GATHERED FROM RESIDENT AND PROFESSIONAL FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WHICH REPRESENTED THE FOLLOWING POPULATIONS MEDICALLY UNDERSERVED, LOW-INCOME INDIVIDUALS AND MINORITY POPULATIONS. FINDINGS REGARDING COMMUNITY HEALTH CONCERNS THAT HAD BEEN IDENTIFIED FROM AN ANALYSIS OF SECONDARY DATA WERE DISCUSSED WITH GROUPS OF PEOPLE FROM UNDERSERVED, MINORITY AND LOW-INCOME POPULATIONS. CONSULTING FIRMS APPLIED SURVEY RESEARCH (ASR) AND AD LUCEM CONSULTING CONDUCTED A TOTAL OF 10 KEY INFORMANT INTERVIEWS RELEVANT TO THE TRI-VALLEY AREA. INTERVIEWEES INCLUDED ORGANIZATIONS SERVING BOTH ALAMEDA AND CONTRA COSTA COUNTIES AS WELL AS ORGANIZATIONS FOCUSED ON THE TRI-VALLEY. INTERVIEWEES REPRESENTED DIVERSE SECTORS INCLUDING: PUBLIC HEALTH, HEALTH CARE, MENTAL HEALTH CARE, FOOD ASSISTANCE, HOMELESS AND SOCIAL SERVICES, AND EDUCATION. THE KEY INFORMANTS WERE IDENTIFIED BY MEMBERS OF THE ALAMEDA CONTRA COSTA HOSPITAL COUNCIL CHNA COLLABORATIVE AND STANFORD HEALTH CARE TRI-VALLEY STAFF. ALL INTERVIEWS WERE CONDUCTED BY TELEPHONE IN ENGLISH AND FOLLOWED A STANDARD SET OF INTERVIEW QUESTIONS AND THE INTERVIEWERS TOOK DETAILED NOTES DURING THE CALL. AT THE BEGINNING OF THE INTERVIEW, CONFIDENTIALITY WAS ASSURED. FIVE COMMUNITY RESIDENT FOCUS GROUPS WERE CONDUCTED: TWO IN ALAMEDA COUNTY AND THREE IN CENTRAL CONTRA COSTA COUNTY. THREE GROUPS WERE CONDUCTED IN ENGLISH, TWO WERE CONDUCTED IN SPANISH. PARTICIPANTS WERE FROM UNDERSERVED, LOW-INCOME COMMUNITIES. THE LIST BELOW CONTAINS THE DETAILS OF LEADERS, REPRESENTATIVES, AND MEMBERS WHO WERE CONSULTED FOR THEIR EXPERTISE IN THE COMMUNITY. LEADERS WERE IDENTIFIED BASED ON THEIR PROFESSIONAL EXPERTISE AND KNOWLEDGE OF TARGET GROUPS INCLUDING LOW-INCOME POPULATIONS, MINORITIES, AND THE MEDICALLY UNDERSERVED. ID#: 1 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: LEADERSHIP, OPEN HEART KITCHEN TOPIC: HOMELESSNESS, FOOD INSECURITY #OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, OLDER ADULTS, YOUTH ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/22/2021 ID#: 2 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: LEADER, ALAMEDA COUNTY COMMUNITY FOOD BANK TOPIC: FOOD INSECURITY #OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 7/27/2021 ID#: 3 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: LEADERSHIP & DIRECTOR LEVEL, TRI-VALLEY HAVEN TOPIC: FOOD INSECURITY #OF PEOPLE: 2 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 8/4/2021 ID#: 4 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: PROGRAM MANAGER, ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT TOPIC: PUBLIC HEALTH #OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MEDICALLY UNDERSERVED, MINORITY ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 8/9/2021 ID#: 5 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: LEADERSHIP & NURSE, LIVERMORE VALLEY JOINT UNIFIED SCHOOL DISTRICT TOPIC: EDUCATION #OF PEOPLE: 2 TARGET GROUP(S) REPRESENTED: MEDICALLY UNDERSERVED, YOUTH ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 8/27/2021 ID#: 6 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: CO-FOUNDER, Z-CARES FOUNDATION TOPIC: YOUTH MENTAL HEALTH #OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: YOUTH ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 9/21/2021 ID#: 7 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: CEO & CHIEF DEVELOPMENT OFFICER, AXIS COMMUNITY HEALTH TOPIC: ACCESS TO CARE #OF PEOPLE: 2 TARGET GROUP(S) REPRESENTED: MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 9/21/2021 ID#: 8 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: DIRECTOR OF STUDENT SERVICES, DUBLIN UNIFIED SCHOOL DISTRICT TOPIC: EDUCATION #OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: YOUTH ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 10/19/2021 ID#: 9 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: ASSISTANT SUPERINTENDENT, PLEASANTON UNIFIED SCHOOL DISTRICT TOPIC: EDUCATION #OF PEOPLE: 1 TARGET GROUP(S) REPRESENTED: YOUTH ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 10/20/2021 ID#: 10 DATA COLLECTION METHOD: INTERVIEW TITLE, AGENCY: EPIDEMIOLOGIST/BIOSTATISTICIAN & PUBLIC HEALTH ACCREDITATION COORDINATOR, CONTRA COSTA HEALTH SERVICES TOPIC: PUBLIC HEALTH #OF PEOPLE: 2 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MEDICALLY UNDERSERVED ROLE IN TARGET GROUP: LEADER DATE INPUT WAS GATHERED: 11/5/2021 COMMUNITY RESIDENTS (FOCUS GROUPS) ID#: 11 DATA COLLECTION METHOD: FOCUS GROUP TITLE, AGENCY: HOST: CONTRA COSTA HEALTH SERVICES TOPIC: SPANISH-SPEAKING LATINX RESIDENTS #OF PEOPLE: 10 TARGET GROUP(S) REPRESENTED: MINORITY ROLE IN TARGET GROUP: MEMBER DATE INPUT WAS GATHERED: 9/23/2021 ID#: 12 DATA COLLECTION METHOD: FOCUS GROUP TITLE, AGENCY: HOST: LA FAMILIA TOPIC: SPANISH- SPEAKING LATINX OLDER ADULTS #OF PEOPLE: 9 TARGET GROUP(S) REPRESENTED: LOW-INCOME, MINORITY, OLDER ADULTS ROLE IN TARGET GROUP: MEMBER DATE INPUT WAS GATHERED: 9/24/2021 ID#: 13 DATA COLLECTION METHOD: FOCUS GROUP TITLE, AGENCY: HOST: CONTRA COSTA HEALTH SERVICES TOPIC: OLDER ADULTS #OF PEOPLE: 9 TARGET GROUP(S) REPRESENTED: MINORITY ROLE IN TARGET GROUP: MEMBER DATE INPUT WAS GATHERED: 9/28/2021 ID#: 14 DATA COLLECTION METHOD: FOCUS GROUP TITLE, AGENCY: HOST: CONTRA COSTA HEALTH SERVICES TOPIC: BLACK RESIDENTS #OF PEOPLE: 2 TARGET GROUP(S) REPRESENTED: MINORITY ROLE IN TARGET GROUP: MEMBER DATE INPUT WAS GATHERED: 9/29/2021 ID#: 15 DATA COLLECTION METHOD: FOCUS GROUP TITLE, AGENCY: HOST: GOODNESS VILLAGE TOPIC: FORMERLY HOMELESSNESS RESIDENTS #OF PEOPLE: 9 TARGET GROUP(S) REPRESENTED: LOW-INCOME ROLE IN TARGET GROUP: MEMBER DATE INPUT WAS GATHERED: 10/6/2021 |
| PART V, SECTION B, LINE 6A | STANFORD HEALTH CARE TRI-VALLEY COLLABORATED WITH THE FOLLOWING HEALTH SYSTEMS AND ORGANIZATIONS TO PREPARE THE 2022 CHNA: - ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT - APPLIED SURVEY RESEARCH - CONTRA COSTA HEALTH SERVICES - JOHN MUIR HEALTH - KAISER PERMANENTE - DIABLO AREA (ANTIOCH AND WALNUT CREEK KAISER FOUNDATION HOSPITALS) - KAISER PERMANENTE - EAST BAY AREA (OAKLAND AND RICHMOND KAISER FOUNDATION HOSPITALS) - KAISER PERMANENTE - GREATER SOUTHERN ALAMEDA AREA (FREMONT AND SAN LEANDRO KAISER FOUNDATION HOSPITALS) - ST. ROSE HOSPITAL - SUTTER HEALTH BAY AREA (ALTA BATES SUMMIT MEDICAL CENTER AND HERRICK CAMPUS, DELTA MEDICAL CENTER, AND EDEN MEDICAL CENTER) - UCSF BENIOFF CHILDREN'S HOSPITAL |
| PART V, SECTION B, LINES 7A/10A | URL AT WHICH THE CHNA AND IMPLEMENTATION STRATEGY ARE AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/TRI-VALLEY/ABOUT-US/COMMUNITY-BENEFITS.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. |
| PART V, SECTION B, LINE 11 | SHC TRI-VALLEY'S COMMUNITY BENEFIT ADVISORY GROUP (CBAG) MET ON MARCH 2, 2022 TO REVIEW THE HEALTH NEEDS IDENTIFIED DURING THE ASSESSMENT AND TO PARTICIPATE IN THE PRIORITIZATION PROCESS. (THE CBAG MEMBERS WHO PARTICIPATED ARE LISTED IN THE PROCESS AND METHODS SECTION OF THIS REPORT.) THE CBAG USED THESE CRITERIA TO PRIORITIZE THE LIST OF HEALTH NEEDS: - COMMUNITY PRIORITY. THE COMMUNITY PRIORITIZES THE ISSUE OVER OTHER ABOUT WHICH IT HAS EXPRESSED CONCERN DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. - CLEAR DISPARITIES OR INEQUITIES. THIS REFERS TO DIFFERENCES IN HEALTH OUTCOMES BY SUBGROUPS. SUBGROUPS MAY BE BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER, OR OTHERS. - LACKING SUFFICIENT COMMUNITY ASSETS AND/OR RESOURCES. THE IRS REQUIRES THAT HOSPITALS TAKE INTO CONSIDERATION WHETHER EXISTING ASSETS/ RESOURCES ARE AVAILABLE TO ADDRESS THE ISSUE. - MULTIPLIER EFFECT. A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS TO SOLVE MULTIPLE PROBLEMS. FOR EXAMPLE, IF RATES OF OBESITY GO DOWN, DIABETES RATES COULD ALSO GO DOWN. PRIORITIZED 2022 HEALTH NEEDS BASED ON THOSE CRITERIA, THE CBAG MEMBERS REACHED CONSENSUS IN RANKING NINE COMMUNITY HEALTH NEEDS. THESE NEEDS ARE LISTED BELOW IN OUR HOSPITAL'S PRIORITY ORDER, FROM HIGHEST TO LOWEST. SUMMARIZED DESCRIPTIONS OF EACH NEED, INCLUDING STATISTICAL DATA AND COMMUNITY FEEDBACK, APPEAR IN THE COMMUNITY HEALTH NEEDS OF THIS REPORT. 1. HOUSING AND HOMELESSNESS 2. BEHAVIORAL HEALTH 3. ECONOMIC STABILITY 4. HEALTHY EATING/ACTIVE LIVING, DIABETES AND OBESITY 5. HEALTH CARE ACCESS AND DELIVERY 6. COMMUNITY SAFETY 7. HEART DISEASE AND STROKE 8. CANCER 9. CLIMATE AND NATURAL ENVIRONMENT |
| PART V, SECTION B, LINE 16A-C | URL AT WHICH THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/TRI-VALLEY/PATIENTS-AND-VISITORS/FINANCIAL- ASSISTANCE.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. |
| PART V, SECTION B, LINE 20A | SHC TRI-VALLEY WILL PURSUE PAYMENT FOR DEBTS OWED FOR HEALTH CARE SERVICES PROVIDED BY SHC TRI-VALLEY. ALL PATIENT ACCOUNT BALANCES THAT MEET SHC TRI-VALLEY CRITERIA FOR ASSIGNMENT TO BAD DEBT ACCORDING TO THE DEBT COLLECTION POLICY ARE ELIGIBLE FOR PLACEMENT WITH A COLLECTION AGENCY. HOWEVER, SHC TRI-VALLEY DOES NOT CURRENTLY ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA). PER SHC TRI-VALLEY POLICY, ECA IS DEFINED TO INCLUDE PLACING LIENS ON INDIVIDUAL PROPERTY, FORECLOSING CAUSING ON REAL PROPERTY, COMMENCING A CIVIL ACTION AGAINST AN ARREST, GARNISHING WAGES, REPORTING ADVERSE INFORMATION TO A CREDIT AGENCY, DEFERRING OR DENYING MEDICALLY NECESSARY CARE, REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF OUTSTANDING BILLS, AND SALE OF DEBT TO A THIRD PARTY. |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 6A: | UNDER STATE LAW SB 697, THE STATE OF CALIFORNIA REQUIRES ALL NON-PROFIT HOSPITALS IN CALIFORNIA TO COMPLETE AND SUBMIT AN ANNUAL COMMUNITY BENEFIT REPORT. ALTHOUGH HOSPITALS BRING NUMEROUS BENEFITS TO THEIR LOCAL ECONOMIES, THESE REPORTS ARE INTENDED TO DOCUMENT THE WAYS IN WHICH EACH HOSPITAL GOES ABOVE AND BEYOND THE CORE FUNCTIONS OF A HOSPITAL TO SUPPORT THE HEALTH NEEDS OF ITS COMMUNITY. |
| PART I, LINE 7: | RATIO OF PATIENT CARE COST TO CHARGES WAS USED TO CALCULATE THE AMOUNTS INCLUDED IN THE TABLE AT SCHEDULE H, PART I, LINES 7A AND 7B. AMOUNTS INCLUDED IN OTHER LINES WERE BASED ON SHC TRI-VALLEY'S COST ACCOUNTING INFORMATION, INCLUDING AVERAGE HOURLY WAGES FOR STAFF TIME DEVOTED TO SPECIFIC PROGRAMS, AVERAGE COST OF SPACE USED BY COMMUNITY HEALTH PROGRAMS, INDIRECT COST FACTORS, AND RELATED INFORMATION. |
| PART II, LINE 8: | THE FOLLOWING PROGRAMS ADDRESS COMMUNITY WIDE WORKFORCE ISSUES. THESE PROGRAMS STRENGTHEN THE COMMUNITIES' CAPACITY TO PROMOTE THE HEALTH AND WELL-BEING OF ITS RESIDENCES BY OFFERING THE EXPERTISE AND RESOURCES OF SHC TRI-VALLEY. SPECIALIZED HEALTH CARE WORKFORCE TRAINING SHC TRI-VALLEY PROVIDED CLINICAL EXPERIENCE AND PRECEPTORS FOR GRADUATE NURSING STUDENTS. STUDENTS RECEIVED EXPOSURE TO AND EXPERIENCE IN THE POSITIONS OF NURSE PRACTITIONER, NURSING ADMINISTRATION, AND CLINICAL NURSE SPECIALIST. SHC TRI-VALLEY REGISTERED NURSES IN MULTIPLE NURSING UNITS, INCLUDING MEDICAL/SURGICAL AND INTENSIVE CARE UNITS, PROVIDED DIRECT SUPERVISION IN A CLINICAL ENVIRONMENT TO STUDENT NURSES CONNECTED WITH PROGRAMS INCLUDING CHABOT COLLEGE, OHLONE COLLEGE, CSU EAST BAY, SMU, AND SJSU. APPROXIMATELY 202 STUDENTS PARTICIPATED DURING THE REPORTING PERIOD. SHC TRI-VALLEY PROVIDED SURGICAL TECHNOLOGY (ST) TRAINING FOR STUDENTS IN THE OPERATING ROOM, SUPERVISED BY A SURGICAL TECHNOLOGIST AND REGISTERED NURSES. 1 STUDENT PARTICIPATED DURING THE REPORTING PERIOD. SHC TRI-VALLEY PROVIDED EDUCATION FOR 2 STUDENTS FROM LAS POSITAS COLLEGE AND CALIFORNIA STATE UNIVERSITY SACRAMENTO WHO WERE TRAINING TO BECOME PARAMEDICS. THROUGHOUT THE YEAR, SHC TRI-VALLEY HOSTED 7 COLLEGE STUDENT INTERNS IN PHYSICAL AND OCCUPATIONAL THERAPY IN VARYING AFFILIATION PERIODS. STUDENTS RECEIVED ON-THE-JOB INSTRUCTION AND HANDS-ON TREATMENT SKILLS IN THE INPATIENT AND/OR OUTPATIENT SETTING IN ORDER TO MEET THE REQUIREMENTS FOR THEIR DEGREES AND LICENSURE. DURING FY24, SHC TRI-VALLEY HOSTED TEN (10) STUDENTS FROM CRISTO REY DE LA SALLE - A RIGOROUS AND PERSONALIZED COLLEGE PREPARATORY CURRICULUM INTEGRATED WITH A CORPORATE WORK STUDY EXPERIENCE PREPARES HIGH SCHOOL STUDENTS OF LIMITED ECONOMIC MEANS TO SUCCEED IN COLLEGE AND IN LIFE. STUDENTS COMPLETED A REMOTE HIGH SCHOOL WORK STUDY PROGRAM WHERE THEY IMPROVED THEIR PRESENTATION SKILLS AND LEARNED HOW TO PROPERLY SOURCE THEIR FINDINGS. THROUGHOUT THE 23-24 SCHOOL YEAR, SHC TRI-VALLEY INVESTED IN HIGH SCHOOL STUDENT TRAINING IN PARTNERSHIP WITH THE TRI-VALLEY REGIONAL OCCUPATIONAL PROGRAM (ROP). STUDENTS WORKED ON UNITS TO GAIN EXPOSURE AND KNOWLEDGE INTO THE VARIOUS MEDICAL CAREERS, INCLUDING: ROP MEDICAL OCCUPATIONS - 21 STUDENTS ROP NURSING EXPERIENCE - 56 STUDENTS DURING FY24, SHC TRI-VALLEY PROVIDED FUNDING TO I-GATE A NON-PROFIT ORGANIZATION DEDICATED TO BUILDING A THRIVING STARTUP COMMUNITY IN THE TRI-VALLEY. FUNDING SUPPORTS ECONOMIC VITALITY IN THE TRI-VALLEY BY CREATING PROGRAMS TO HELP STARTUPS SUCCEED AND PREPARE THE WORKFORCE NEEDED FOR SCIENCE-BASED STARTUPS. |
| PART III, LINE 2: | PROVISION FOR DOUBTFUL ACCOUNTS OR BAD DEBT EXPENSE ON THE INCOME STATEMENT FOR FISCAL YEAR 2024 WAS $18,380,087, WHICH IS AT CHARGES. BAD DEBT IS BASED ON REMAINING ACCOUNT BALANCE AFTER ANY DISCOUNTS OR PAYMENTS HAVE BEEN APPLIED. SHC TRI-VALLEY DOES NOT RECLASSIFY ANY BAD DEBT TO CHARITY UNLESS THE PATIENT QUALIFIES UNDER THE CHARITY CARE POLICY. A COST TO CHARGE RATIO WAS USED TO DETERMINE COST. |
| PART III, LINE 3: | SHC TRI-VALLEY DOES NOT CALCULATE THE ESTIMATED AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. |
| PART III, LINE 4: | THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL EXPERIENCE AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. |
| PART III, LINE 8: | THE MEDICARE SHORTFALL OF $93,617,009 REFLECTED ON SCHEDULE H, PART III, SECTION B WAS DETERMINED USING INFORMATION FROM THE ORGANIZATION'S MEDICARE COST REPORT. SHC TRI-VALLEY BELIEVES THIS MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE: 1. ABSENT THE MEDICARE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WOULD QUALIFY FOR FINANCIAL ASSISTANCE OR OTHER MEANS-BASED GOVERNMENT PROGRAMS, 2. BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT ARE RELIEVED WITH RESPECT TO THESE INDIVIDUALS, 3. THERE IS A SIGNIFICANT POSSIBILITY THAT CONTINUED REDUCTION ON REIMBURSEMENT MAY ACTUALLY CREATE DIFFICULTIES IN ACCESS FOR THESE INDIVIDUAL, AND 4. THE AMOUNT SPENT TO COVER THE MEDICARE SHORTFALL IS MONEY NOT AVAILABLE TO COVER FINANCIAL ASSISTANCE OR OTHER COMMUNITY BENEFIT NEEDS. |
| PART III, LINE 9B: | IT IS THE POLICY OF SHC TRI-VALLEY TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC TRI-VALLEY HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC TRI-VALLEY WILL SUSPEND ANY AND ALL COLLECTION ACTIONS IF A COMPLETED FINANCIAL ASSISTANCE APPLICATION, INCLUDING ALL REQUISITE SUPPORTING DOCUMENTATION, IS RECEIVED. SHC TRI-VALLEY DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES. |
| PART VI, LINE 2: | IN ADDITION TO THE CHNA REPORTED IN PART V, SECTION B, SHC TRI-VALLEY ASSESSES COMMUNITY HEALTH NEEDS BY ANALYZING UTILIZATION AND OTHER ADMINISTRATIVE DATA AND BY RECEIVING REGULAR INPUT FROM ITS INDEPENDENT BOARD OF DIRECTORS AND ITS MEDICAL STAFF REGARDING HEALTH ISSUES IN THE COMMUNITY. |
| PART VI, LINE 3 | SHC TRI-VALLEY INTERVIEWS EACH PATIENT/GUARANTOR AND DETERMINE THE CAPABILITY TO MEET HIS/HER FINANCIAL OBLIGATIONS FOR MEDICAL CARE SERVICES PROVIDED BY SHC TRI-VALLEY. THOSE WHO DETERMINED TO BE UNABLE TO MEET THE FINANCIAL OBLIGATION ARE SCREENED FOR POSSIBLE ELIGIBILITY UNDER STATE OR FEDERAL HEALTHCARE PROGRAMS. INDIVIDUALS INELIGIBLE FOR THESE PROGRAMS ARE INTERVIEWED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE, AS DEFINED IN THE FINANCIAL ASSISTANCE/CHARITY CARE POLICY. SHC TRI-VALLEY ALSO PROVIDES DEDICATED RESOURCES TO PATIENTS THAT APPLY FOR CHARITY CARE AND PROACTIVELY CONDUCTS OUTREACH TO PATIENTS TO INFORM THEM OF THE PROGRAM'S AVAILABILITY AND THEIR POTENTIAL ELIGIBILITY FOR ASSISTANCE. BROCHURES AND SIGNAGE ARE CONSPICUOUSLY DISPLAYED AT ALL CARE DELIVERY LOCATIONS WITH INSTRUCTION ON WHERE TO LOCATE ADDITIONAL INFORMATION ON ELIGIBILITY FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE APPLICATIONS, AND INSTRUCTIONS ON HOW TO APPLY ARE ALSO AVAILABLE ON THE SHC TRI-VALLEY WEBSITE, VIA MAIL, MYHEALTH (SHC TRI-VALLEY'S ONLINE PATIENT BILLING PLATFORM), ON THE BACK OF ALL PATIENT STATEMENTS, AND IN ALL SHC TRI-VALLEY CARE DELIVERY LOCATIONS. |
| PART VI, LINE 4: | SHC TRI-VALLEY'S PRIMARY SERVICE AREA IS THE TRI-VALLEY. THE TRI-VALLEY ENCOMPASSES THE SUBURBAN CITIES OF LIVERMORE, PLEASANTON, DUBLIN, SAN RAMON, AND DANVILLE IN THE THREE VALLEYS FROM WHICH IT TAKES ITS NAME: AMADOR VALLEY, LIVERMORE VALLEY, AND SAN RAMON VALLEY. DUBLIN, LIVERMORE, AND PLEASANTON ARE IN ALAMEDA COUNTY, AND DANVILLE AND SAN RAMON ARE IN CONTRA COSTA COUNTY. SHC TRI-VALLEY OPERATES FACILITIES IN DUBLIN, LIVERMORE, AND PLEASANTON. THE TRI VALLEY ACCOUNTS FOR THE MAJORITY OF SHC TRI-VALLEY'S INPATIENT DISCHARGES. THE U.S. CENSUS ESTIMATES A POPULATION OF ABOUT 379,000 IN THE TRI-VALLEY. THE AREA IS HIGHLY DIVERSE: THE TWO LARGEST ETHNIC SUBPOPULATIONS ARE WHITE AND ASIAN (51% AND 28%, RESPECTIVELY). THE NON-WHITE POPULATION ACCOUNTS FOR 49% OF THE POPULATION IN THE TRI-VALLEY AREA. |
| PART VI, LINE 5: | SHC TRI-VALLEY HAS PROVIDED HIGH-QUALITY, NOT-FOR-PROFIT HEALTH CARE TO THE TRI-VALLEY AND SURROUNDING COMMUNITIES SINCE 1961. THROUGH HIGHLY SKILLED PHYSICIANS, NURSES AND STAFF AND STATE-OF-THE ART TECHNOLOGY, SHC TRI-VALLEY OFFERS A WIDE RANGE OF HEALTH CARE SERVICES AT ITS LIVERMORE, PLEASANTON AND DUBLIN MEDICAL FACILITIES. SHC TRI-VALLEY IS NOT PUBLICLY OWNED OR OPERATED, NOR IS IT SUPPORTED BY TAXES. SHC TRI-VALLEY REINVESTS ANY PROFITS IT MAKES INTO NEW SERVICES, EQUIPMENT AND FACILITIES. SHC TRI-VALLEY HAS AN 11-MEMBER BOARD OF DIRECTORS. EVERY THREE YEARS, NON-PROFIT HOSPITALS IN CALIFORNIA MUST CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO IDENTIFY THE GREATEST HEALTH NEEDS AFFECTING THEIR RESPECTIVE COMMUNITIES. THE COMMUNITY BENEFITS REPORT CAN BE FOUND ON OUR WEBSITE AT: ABOUT US: COMMUNITY BENEFITS | STANFORD HEALTH CARE TRI-VALLEY HTTPS://STANFORDHEALTHCARE.ORG/TRI-VALLEY/ABOUT-US/COMMUNITY-BENEFITS.HTML THE FOLLOWING PROGRAMS AND SERVICES FURTHER THE ORGANIZATION'S EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY: PLEASANTON/DUBLIN CAMPUS: SHC TRI-VALLEY CAMPUS IN PLEASANTON, WHICH OPENED IN DECEMBER 1991, IS AN ACUTE CARE COMMUNITY HOSPITAL WITH APPROXIMATELY 114,000 SQUARE FEET OF SPACE THAT PROVIDES A COMPREHENSIVE RANGE OF MEDICAL AND SURGICAL INPATIENT AND OUTPATIENT ACUTE SERVICES, INCLUDING INPATIENT & OUTPATIENT SURGERY & CARDIAC CATHETERIZATION LAB SERVICES, A DIAGNOSTIC IMAGING CENTER, COMPUTERIZED & POSITRON EMISSION TOMOGRAPHY, MAGNETIC RESONANCE IMAGING, AND A WOMEN'S CENTER (MAMMOGRAPHY), CARDIAC CARE & SURGERY, EMERGENCY ROOM, INTENSIVE CARE, OBSTETRICS, PEDIATRICS, PHYSICAL THERAPY, URGENT CARE, LACTATION CENTER, AND COUMADIN CLINIC. THE CURRENT LICENSED BED CAPACITY IS 167 ACUTE CARE BEDS (1 BED IS CURRENTLY IN SUSPENSION), INCLUDING 116 MEDICAL/SURGICAL ACUTE CARE, 15 PERINATAL, 22 CRITICAL CARE, 4 PEDIATRIC, AND 10 INTENSIVE CARE NURSERY BEDS. LIVERMORE CAMPUS: SHC TRI-VALLEY'S CAMPUS IN LIVERMORE IS AN ACUTE CARE COMMUNITY HOSPITAL WITH APPROXIMATELY 125,000 SQUARE FEET OF SPACE. THE CURRENT LICENSED BED CAPACITY IS 75 BEDS IN TOTAL - 35 GENERAL ACUTE CARE, 14 ACUTE PSYCHIATRIC, AND 26 SKILLED NURSING (ALL 75 BEDS ARE CURRENTLY IN SUSPENSION). ADDITIONAL SERVICES INCLUDE AMBULATORY SURGERY, URGENT CARE, LABORATORY, DIAGNOSTIC IMAGING (ULTRASOUND, MAMMOGRAPHY, BONE DENSITOMETRY), RADIOLOGY AND PHYSICAL THERAPY. |
| PART VI, LINE 6: | IN MAY 2015, THE COMPANY (NOW SHC TRI-VALLEY) BECAME AN AFFILIATE OF STANFORD HEALTH CARE (SHC). SHC TRI-VALLEY PARTNERS WITH SHC TO SERVE THE EAST BAY'S TRI-VALLEY REGION IN THE CITIES OF LIVERMORE, DUBLIN, PLEASANTON AND SAN RAMON. SHC TRI-VALLEY ALLOWS SHC TO EXPAND ITS PRESENCE IN THE CRITICAL TRI-VALLEY AREA BY PARTNERING WITH A HIGH QUALITY, HIGH VALUE COMMUNITY HOSPITAL. SHC TRI-VALLEY WILL PARTICIPATE IN ALL THREE OF SHC'S MISSIONS BY PROVIDING SHC'S LEADING EDGE CLINICAL CARE IN THE SHC TRI-VALLEY COMMUNITY, TRAINING FUTURE MEDICAL LEADERS THROUGH RESIDENCY ROTATIONS AND OTHER ACADEMIC PURSUITS, AND PROVIDING THE TRI-VALLEY AREA INCREASED ACCESS TO CLINICAL TRIALS FOR LIFE SAVING TREATMENTS. IN ADDITION, SHC'S GROWING EXPERTISE IN POPULATION AND PRECISION HEALTH WILL BE LEVERAGED TO SERVE THIS COMMUNITY. |
| PART VI, LINE 7: | LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT: CA |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AXIS COMMUNITY HEALTH INC | |||||||
| 5925 W LAS POSITAS | PLEASANTON | CA | 94588 | 942232394 | 501(C)(3) | $140,000 | GENERAL SUPPORT |
| GOODNESS VILLAGE | |||||||
| 1660 FREISMAN RD | LIVERMORE | CA | 94551 | 852812754 | 501(C)(3) | $52,000 | GENERAL SUPPORT |
| THREE VALLEYS COMMUNITY FOUNDATION | |||||||
| 5960 INGLEWOOD DR | PLEASANTON | CA | 94588 | 871782380 | 501(C)(3) | $30,000 | GENERAL SUPPORT |
| CROSSWINDS CHURCH | |||||||
| 1660 FREISMAN RD | LIVERMORE | CA | 94550 | 680161634 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING USE OF GRANT FUNDS PROGRAM RECIPIENT IS REQUIRED TO SUBMIT DATA ON PERSONS SERVED OR HOW THEY UTILIZED THE FUNDS. DETAIL IS PROVIDED IN OUR COMMUNITY BENEFIT REPORT. GOODNESS VILLAGE REPORTED THEY SPENT FUNDS SPECIFICALLY ON CASE MANAGEMENT SPECIALISTS, AND AXIS PROVIDED NUMBER OF PATIENTS SERVED FOR MENTAL HEALTH SERVICES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID ENTWISTLE | ||||||||||||||
| DIRECTOR | $0 | $2,106,816 | $0 | $2,322,804 | $0 | $1,488,194 | $0 | $36,300 | $0 | $60,140 | $0 | $6,014,254 | $0 | $680,883 |
| QUINN MCKENNA | ||||||||||||||
| DIRECTOR | $0 | $1,319,528 | $0 | $1,002,036 | $0 | $591,804 | $0 | $36,300 | $0 | $45,884 | $0 | $2,995,552 | $0 | $304,340 |
| LINDA HOFF | ||||||||||||||
| DIRECTOR | $0 | $1,102,720 | $0 | $795,618 | $0 | $430,206 | $0 | $173,945 | $0 | $23,874 | $0 | $2,526,363 | $0 | $112,597 |
| RICHARD SHUMWAY | ||||||||||||||
| PRESIDENT/CEO | $830,563 | $0 | $649,187 | $0 | $88,445 | $0 | $242,342 | $0 | $41,780 | $0 | $1,852,317 | $0 | $245,280 | $0 |
| KYLE WICHELMANN | ||||||||||||||
| CFO | $413,834 | $0 | $115,863 | $0 | $3,846 | $0 | $87,349 | $0 | $37,256 | $0 | $658,148 | $0 | $0 | $0 |
| TRACEY LEWIS TAYLOR | ||||||||||||||
| COO (UNTIL 05/24) | $427,983 | $0 | $119,010 | $0 | $1,320 | $0 | $19,800 | $0 | $31,808 | $0 | $599,921 | $0 | $0 | $0 |
| MONICA DAVILA | ||||||||||||||
| INTERIM COO | $332,336 | $0 | $70,189 | $0 | $1,161 | $0 | $60,712 | $0 | $41,692 | $0 | $506,090 | $0 | $0 | $0 |
| MANOJ SASTRY | ||||||||||||||
| INTERIM CAO/VP MKT DEVL | $329,231 | $0 | $70,472 | $0 | $1,153 | $0 | $55,277 | $0 | $41,687 | $0 | $497,820 | $0 | $0 | $0 |
| JENNIFER SAAVEDRA | ||||||||||||||
| REGISTERED NURSE II | $170,370 | $0 | $1,500 | $0 | $233,053 | $0 | $13,574 | $0 | $39,949 | $0 | $458,446 | $0 | $0 | $0 |
| PAUL MUSER | ||||||||||||||
| REGISTERED NURSE II | $161,843 | $0 | $1,500 | $0 | $222,822 | $0 | $17,441 | $0 | $34,580 | $0 | $438,186 | $0 | $0 | $0 |
| COLE MENDENHALL | ||||||||||||||
| REGISTERED NURSE II | $139,970 | $0 | $1,500 | $0 | $251,496 | $0 | $8,986 | $0 | $34,580 | $0 | $436,532 | $0 | $0 | $0 |
| CHRISTOPHER LYONS | ||||||||||||||
| VP HUMAN RESOURCES | $316,650 | $0 | $66,410 | $0 | $1,849 | $0 | $33,425 | $0 | $13,901 | $0 | $432,235 | $0 | $0 | $0 |
| HIRUT TRUNEH | ||||||||||||||
| INTERIM CNO (FROM 03/24) | $299,056 | $0 | $54,382 | $0 | $0 | $0 | $39,128 | $0 | $29,409 | $0 | $421,975 | $0 | $0 | $0 |
| JOHN YEE MD | ||||||||||||||
| VP CLINICAL INITIATIVES | $276,322 | $0 | $59,735 | $0 | $6,039 | $0 | $42,250 | $0 | $30,189 | $0 | $414,535 | $0 | $0 | $0 |
| NICHOLE THOMAS | ||||||||||||||
| REGISTERED NURSE II | $165,143 | $0 | $1,850 | $0 | $224,029 | $0 | $9,396 | $0 | $1,659 | $0 | $402,077 | $0 | $0 | $0 |
| MATTHEW WOLDEN | ||||||||||||||
| VP OF OPERATIONS | $264,698 | $0 | $0 | $0 | $12,626 | $0 | $12,910 | $0 | $16,758 | $0 | $306,992 | $0 | $0 | $0 |
| DIANE GRUNSKY | ||||||||||||||
| FORMER SECRETARY | $143,738 | $0 | $6,500 | $0 | $0 | $0 | $1,707 | $0 | $16,425 | $0 | $168,370 | $0 | $0 | $0 |
| DAVID SVEC MD | ||||||||||||||
| CMO | $0 | $245,923 | $0 | $356,088 | $0 | $140 | $0 | $25,950 | $0 | $52,921 | $0 | $681,022 | $0 | $0 |
| AARON SALYAPONGSE MD | ||||||||||||||
| DIRECTOR | $0 | $341,482 | $0 | $772,292 | $0 | $0 | $0 | $21,875 | $0 | $46,442 | $0 | $1,182,091 | $0 | $0 |
| RON DALMAN MD | ||||||||||||||
| DIRECTOR | $0 | $523,315 | $0 | $311,161 | $0 | $0 | $0 | $33,000 | $0 | $47,815 | $0 | $915,291 | $0 | $0 |
| CHRISTOPHER SHARP MD | ||||||||||||||
| DIRECTOR | $0 | $348,075 | $0 | $197,427 | $0 | $280 | $0 | $33,000 | $0 | $37,480 | $0 | $616,262 | $0 | $0 |
| JACQUELINE STEIN | ||||||||||||||
| FORMER SECRETARY | $144,627 | $0 | $1,500 | $0 | $406 | $0 | $7,232 | $0 | $1,072 | $0 | $154,837 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4B | STANFORD HEALTH CARE ("SHC"), A RELATED ORGANIZATION, PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2023: DAVID ENTWISTLE $ 1,073,415 QUINN MCKENNA $ 479,274 LINDA HOFF $ 117,206 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR 2023 ARE REPORTED IN COLUMN (F). SHC TRI-VALLEY'S PRESIDENT PARTICIPATES IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT HIS RETIREMENT BENEFITS. UNDER THE PLAN, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR THE PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. THE PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNT BECAME VESTED AND WAS PAID TO RICHARD SHUMWAY IN CALENDAR YEAR 2023: $64,325. AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). |
| SCHEDULE J, PART I, LINE 7 | EIGHT EXECUTIVES RECEIVED A BONUS THAT WAS APPROVED BY SENIOR MANAGEMENT. |
| SCHEDULE J, PART II, COLUMN B(III) | OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN (III) INCLUDES ACCRUED VACATION PAY OUT, GROUP TERM LIFE, SERP DISTRIBUTION, IMPUTED INTEREST FOR MORTGAGE LOAN FORGIVENESS, AND ADDITIONAL SHIFT WORK PAY. |
| SCHEDULE J, PART II | DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC TRI-VALLEY. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | STANFORD HEALTH CARE TRI-VALLEY'S MISSION STATEMENT: FOR THE BENEFIT OF OUR PATIENTS AND THE COMMUNITY WE SERVE, OUR MISSION IS TO CARE, TO EDUCATE, AND TO DISCOVER. VISION STATEMENT: HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME. |
| FORM 990, PART III, LINE 4A | SHC TRI-VALLEY'S OPERATIONAL SERVICES INCLUDE INPATIENT MEDICAL, SURGICAL AND MATERNAL & CHILD HEALTH, EMERGENCY, DIAGNOSTIC AND THERAPEUTIC, AMBULATORY PROCEDURAL AND ADDITIONAL HEALTH CARE SERVICES. CARE IS PROVIDED TO ALL INCLUDING THOSE INSURED BY GOVERNMENT, COMMERCIAL OR OCCUPATIONAL HEALTH COVERAGES, SELF-PAY PATIENTS AND PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE CHARITY-CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. ANY PROFITS MADE FROM OPERATIONS ARE INVESTED INTO NEW FACILITIES, EQUIPMENT AND SERVICES OR COMMUNITY BENEFIT PROGRAMS. STANFORD HEALTH CARE TRI-VALLEY'S ANNUAL COMMUNITY BENEFIT INVESTMENT FOCUSES ON IMPROVING THE HEALTH OF THE COMMUNITY'S MOST VULNERABLE POPULATIONS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND POPULATIONS AFFECTED BY HEALTH DISPARITIES. THIS INCLUDED HEALTH RESEARCH, HEALTH EDUCATION AND TRAINING, AND PROVIDING ESSENTIAL SERVICES FOR THOSE MOST IN NEED IN OUR COMMUNITIES. AS PART OF SHC TRI-VALLEY'S SUPPORT FOR ITS COMMUNITY PARTNERS AND OTHER COMMUNITY-BASED AGENCIES, SHC TRI-VALLEY CONDUCTED A VARIETY OF ACTIVITIES FOR COMMUNITY MEMBERS, RANGING FROM EDUCATION AND SUPPORT TO PERSONS WITH CHRONIC CONDITIONS, MEALS TO THE DISABLED AND SENIORS AND REDUCED-COST WELLNESS PROGRAMS FOR ECONOMICALLY DISADVANTAGED MEMBERS OF THE COMMUNITY. ACTIVITIES FOR VULNERABLE POPULATIONS SHC TRI-VALLEY PROVIDED FUNDING TO SUPPORT ALAMEDA COUNTRY'S HEALING HEARTS EVENT FOR SUICIDE PREVENTION. THE EVENT IS FOCUSED ON RAISING AWARENESS OF THE TRAGEDY OF SUICIDE, REDUCING THE STIGMA ASSOCIATED WITH DEPRESSION AND MENTAL ILLNESS, EDUCATING THE COMMUNITY ABOUT AVAILABLE SERVICES, SUPPORTING LOCAL SUICIDE PREVENTION PROGRAMS, AND PROVIDING A SAFE PLACE TO HEAL FOR THOSE WHO HAVE LOST LOVED ONES TO SUICIDE. PERSONS SERVED: 228 SHC TRI-VALLEY PROVIDED FUNDING TO THREE VALLEYS COMMUNITY FUND FOR MENTAL HEALTH & WELLNESS, HEALTH EQUITY & ACCESS, AND ENVIRONMENTAL HEALTH & SUSTAINABILITY. MENTAL HEALTH & WELLNESS: ADDRESSES THE CONTINUED NEED FOR MENTAL HEALTH SUPPORT AND SEEKS TO STRENGTHEN MENTAL HEALTH SERVICES. HEALTH EQUITY & ACCESS: DISMANTLES BARRIERS TO HEALTHCARE ACCESS FOR TRADITIONALLY UNDERSERVED GROUPS, INCLUDING PERSONS OF COLOR, NON-ENGLISH SPEAKING COMMUNITIES, SENIORS, PEOPLE WITH DISABILITIES, LOW-INCOME HOUSEHOLDS, UNHOUSED, AND IMMIGRANT POPULATION. ENVIRONMENTAL HEALTH & SUSTAINABILITY: BOOSTS ENVIRONMENTAL STEWARDSHIP AND IMPROVES BOTH ENVIRONMENTAL AND PUBLIC HEALTH THROUGH EDUCATION, OUTREACH, AND WORKFORCE DEVELOPMENT IN THE GREEN SECTOR. SHC TRI-VALLEY SPONSORED A ONE-DAY EVENT WITH ALAMEDA COUNTY VETERANS STAND DOWN TO SUPPORT HOMELESS OR AT-RISK VETERANS BY PROVIDING THE NECESSARY SOCIAL AND HUMAN SERVICES TO HELP THEM IMPROVE THEIR LIVES. IN ADDITION TO SNACKS AND LUNCH, RESOURCES FOR VETERANS, INCLUDING PHYSICAL AND MENTAL HEALTH CARE, DENTAL CHECKUPS, HAIRCUTS, AND MUCH MORE WERE OFFERED AT THIS EVENT. FOR MEALS ON WHEELS, SHC TRI-VALLEY PREPARED MORE THAN 34,420 MEALS (MORE THAN 90 MEALS PER DAY, 5 DAYS PER WEEK) 800 PEOPLE ARE SERVED, FOR HOMEBOUND SENIORS IN THE FOLLOWING ALAMEDA COUNTY CITIES, PLEASANTON, LIVERMORE, DUBLIN AND SUNOL. THESE HOT MEAL PROGRAMS PROVIDE LOCAL SENIORS WITH THE NUTRITION CRITICAL TO THEIR HEALTH AND WELL-BEING. SHC TRI-VALLEY ALSO PROVIDED OFFICE SPACE TO SPECTRUM, THE NONPROFIT ORGANIZATION IN CHARGE OF ORGANIZING THE MEALS ON WHEELS PROGRAM IN THE TRI-VALLEY AREA. SHC TRI-VALLEY SUPPORTED CAPE'S PROVISION OF MEALS FOR PRESCHOOL-AGED CHILDREN BY PREPARING ALL THE MEALS. CAPE, INC.'S PRIMARY FOCUS IS PROVIDING THE HIGHEST QUALITY EARLY CHILDHOOD DEVELOPMENT SERVICES THAT MEET THE NEEDS OF LOW-INCOME CHILDREN AND THEIR FAMILIES INCLUDING HEALTH AND NUTRITION. SERVED OVER 150 PRESCHOOLERS. PROVIDED FUNDING TO SUPPORT OPERATION CRANBERRY SAUCE (OCS). OCS FOOD PACKAGES FEED A FAMILY OF FIVE FOR A THANKSGIVING MEAL. EACH LOW-INCOME FAMILY RECEIVED ONE BOX OF GROCERIES THAT INCLUDED STAPLES AND NONPERISHABLE ITEMS AND A FROZEN TURKEY. FOOD PACKAGES WERE PROVIDED TO APPROXIMATELY 9,000 LOW-INCOME FAMILY MEMBERS IN LIVERMORE, PLEASANTON, DUBLIN, SAN LEANDRO, CASTRO VALLEY, HAYWARD, AND OAKLAND. PERSONS SERVED: APPROX. 9,000 PROVIDED EXPERTS TO ASSIST UNINSURED, LOW-INCOME PATIENTS RESEARCH THEIR HEALTH CARE OPTIONS. SERVICES PROVIDED AT NO COST BY MEDDATA INVOLVE HELPING INDIVIDUALS RESEARCH ELIGIBILITY REQUIREMENTS, IDENTIFY APPROPRIATE HEALTH INSURANCE PROGRAMS, COMPLETE APPLICATIONS, COMPILE REQUIRED DOCUMENTATION, AND FOLLOW UP WITH COUNTY CASE MANAGERS. THIS SERVICE ASSISTS ELIGIBLE PATIENTS IN OBTAINING COVERAGE FOR MEDICAL NECESSITIES, SUCH AS HOSPITAL CARE, PRESCRIPTION DRUGS, AND HOME HEALTH CARE. PROVIDED FUNDING AND RESOURCES FOR PATIENTS THAT HAVE LIMITED OR NO ABILITY TO PAY FOR NECESSARY MEDICAL AND NONMEDICAL SERVICES THROUGH THE SOCIAL WORK AND CASE MANAGEMENT DEPARTMENT. SERVICES INCLUDE TRANSPORTATION, MEDICATIONS, CLOTHING, AND MEAL ASSISTANCE. PERSONS SERVED: 2,026 |
| FORM 990, PART III, LINE 4A (CONT.) | SHC TRI-VALLEY PROVIDED FUNDS FOR A LICENSED MARRIAGE AND FAMILY THERAPIST (MFT) FOR AXIS COMMUNITY HEALTH. THIS THERAPIST INCREASED CAPACITY TO SERVE TRI-VALLEY RESIDENTS AT AXIS' CLINICAL SITE. THE ADDITIONAL COUNSELOR HAS HELPED TO ALLEVIATE THE DIRE NEED FOR MORE MENTAL HEALTH SERVICES IN THE COMMUNITY. IN ADDITION, WAIT TIMES FOR MENTAL HEALTH SERVICES APPOINTMENTS AT THE CLINIC HAVE BEEN REDUCED. A TOTAL OF 1,047 MENTAL HEALTH VISITS WERE PROVIDED TO THE UNINSURED. SHC TRI-VALLEY SUPPORTED SAFE LANDING, AN ALAMEDA COUNTY OUTREACH AND TREATMENT PROGRAM. THE DROP-IN CENTER IS LOCATED ON THE GROUNDS OF SANTA RITA JAIL FOR PEOPLE WITH MENTAL ILLNESS, CO-OCCURRING CONDITIONS, AND SUBSTANCE USE DISORDERS, ASSISTING THEM WITH IMMEDIATE NEEDS AS THEY ARE RELEASED FROM JAIL. THE DROP-IN CENTER PROVIDES A SAFE, COMFORTABLE, NON-THREATENING, TEMPORARY STOP-OVER AS NEXT OPTIONS ARE CONSIDERED, AND PROVIDES ASSISTANCE/CONNECTION WITH: LOCATING BOTH IMMEDIATE AND LONG-TERM HOUSING, MEDICATION, GRIEF COUNSELING AND CRISIS COUNSELING, REFERRALS TO FURTHER MENTAL HEALTH AND/OR SUBSTANCE USE SERVICES, CONNECTION TO TRANSPORTATION (BART, BUS, CAB), REFRESHMENTS AND CHANGE OF CLOTHES. TELEPHONE AND/OR INTERNET TO LINE UP TRANSPORTATION AND OTHER POST-RELEASE NECESSITIES. PERSONS SERVED: 10,906 SHC TRI-VALLEY PROVIDED GRANT FUNDING AT GOODNESS VILLAGE FOR A CASE MANAGEMENT SPECIALIST. GOODNESS VILLAGE IS A TINY HOME COMMUNITY THAT PROVIDES AFFORDABLE AND PERMANENT HOUSING OPTIONS IN A SUPPORTIVE COMMUNITY FOR PEOPLE TRANSITIONING OUT OF CHRONIC HOMELESSNESS. PERSONS SERVED: 33 SHC TRI-VALLEY PROVIDED A WIDE VARIETY OF RESOURCES AND SERVICES TO THE BROADER COMMUNITY REGARDING GENERAL HEALTH TOPICS, AS WELL AS MATERNAL/CHILD EDUCATION AND CARDIAC INFORMATION AND EDUCATION. THESE ALSO INCLUDED LECTURES. SHC TRI-VALLEY PROVIDED FREE, NONMEDICAL SUPPORT SERVICES TO CANCER PATIENTS, FAMILY MEMBERS, AND CAREGIVERS REGARDLESS OF WHERE PATIENTS RECEIVE TREATMENT. SERVICES PROVIDED INCLUDE SUPPORT GROUPS, HEALTH EDUCATION CLASSES, SEMINARS, SYMPOSIA, AND HEALING TOUCH SUPPORTIVE CARE. SHC TRI-VALLEY PROVIDED HERS FOUNDATION SPONSORSHIP FUNDS TO SUPPORT ALL INDIVIDUALS HEALING FROM BREAST CANCER BY PROVIDING POST-SURGICAL PRODUCTS AND SERVICES, REGARDLESS OF FINANCIAL STATUS. HERS STANDS FOR HOPE, EMPOWERMENT, RENEWAL, AND SUPPORT. SHC TRI-VALLEY PROVIDED FUNDS TO SUPPORT CULINARY ANGELS, A VOLUNTEER, DONATION-BASED ORGANIZATION THAT PROVIDES NUTRIENT-RICH MEALS AND NUTRITION EDUCATION TO PEOPLE GOING THROUGH A SERIOUS HEALTH CHALLENGE. MEALS ARE DELIVERED FREE-OF-CHARGE THROUGHOUT LIVERMORE, DUBLIN AND PLEASANTON. SHC TRI-VALLEY PROVIDED FUNDING TO VARIOUS SCHOOLS AND NONPROFIT ORGANIZATIONS IN THE COMMUNITY TO HELP PROMOTE HEALTHY EATING AND ACTIVE LIFESTYLE PROGRAMS AND STEM EDUCATION. PROVIDED FIRST AID AT LOCAL COMMUNITY EVENTS SUCH AS THE LIVERMORE RODEO AND LITTLE LEAGUE WORLD SERIES. PROVIDED FUNDING IN SUPPORT OF THE CITY OF LIVERMORE'S ANNUAL COMMUNITY SERVICE DAY EVENT, AS WELL AS PROVIDED VOLUNTEER SUPPORT BENEFITING JUNCTION AVENUE SCHOOL, AN UNDERSERVED SCHOOL WITHIN THE LIVERMORE COMMUNITY. STANFORD HEALTH CARE TRI-VALLEY REMAINED COMMITTED TO SUPPORTING THE BROAD COMMUNITY NEEDS EMERGING FROM THE COVID-19 PANDEMIC. THROUGH PARTNERSHIP WITH FEDERAL, STATE, AND LOCAL GOVERNMENT AND PUBLIC HEALTH AGENCIES, OTHER HEALTH CARE PROVIDERS, AND LOCAL COMMUNITY-BASED ORGANIZATION. THE COVID-19 RESPONSE INVESTMENT AMOUNTED TO OVER $17 MILLION FROM FY20 THROUGH FY24. SPECIALIZED HEALTH CARE WORKFORCE TRAINING - SEE SCHEDULE H, PART VI SUPPLEMENTAL INFORMATION RELATED TO PART II, LINE 8. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD HEALTH CARE: DAVID ENTWISTLE LINDA HOFF QUINN MCKENNA THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: TOPHER SHARP MD RON DALMAN MD AARON SALYAPONGSE MD DAVID SVEC MD THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT STANFORD HEALTH CARE: DAVID ENTWISTLE KAYE FOSTER THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT HOLDING INTERNATIONAL, LLC DAVID ENTWISTLE LINDA HOFF THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT INSURANCE COMPANY, LTD.: DAVID ENTWISTLE LINDA HOFF THE FOLLOWING INDIVIDUALS ARE CLASS A SUBSCRIBER VOTING MEMBERS AT THE PROFESSIONAL EXCHANGE ASSURANCE COMPANY: (AS OF 9/1/2023) DAVID ENTWISTLE LINDA HOFF THE FOLLOWING INDIVIDUALS ARE MANAGERS AT STANFORD PET-CT LLC: DAVID ENTWISTLE QUINN MCKENNA THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: DAVID ENTWISTLE |
| FORM 990, PART VI, SECTION A, LINE 6 | STANFORD HEALTH CARE IS THE SOLE MEMBER OF SHC TRI-VALLEY. |
| FORM 990, PART VI, SECTION A, LINE 7A | STANFORD HEALTH CARE, AS THE SOLE MEMBER OF SHC TRI-VALLEY, APPOINTS ALL CLASS "B" DIRECTORS, AND APPROVES APPOINTMENT OF CLASS "A" DIRECTORS TO THE SHC TRI VALLEY BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING POWERS ARE RESERVED TO STANFORD HEALTH CARE, AS THE SOLE MEMBER OF SHC TRI-VALLEY: (A) APPOINTMENT AND REMOVAL OF ALL SENIOR LEADERSHIP AND ENGAGEMENT OF STANFORD UNIVERSITY TO PROVIDE LEGAL AND INTERNAL AUDIT SERVICES TO THE CORPORATION; (B) SELECTION OF THE AUDITORS OF THE CORPORATION; (C) AMENDMENT OF THESE BYLAWS, EXCEPT AS PROVIDED IN ARTICLE X; (D) APPROVAL OF THE INCURRENCE OF DEBT BY THE CORPORATION OTHER THAN DEBT PROVIDED FOR IN AN APPROVED CAPITAL BUDGET APPROVED BY THE MEMBER; (E) APPROVAL OF OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; AND (F) APPROVAL OF STRATEGIC PLANS THAT HAVE BEEN DEVELOPED BY MANAGEMENT AND SUBMITTED FOR APPROVAL TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE DEPARTMENT REVIEWS THE FORM 990 FOR ACCURACY, WITH INPUT FROM COMMUNITY BENEFITS DEPARTMENT PRIMARILY FOR SCHEDULE H. PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE, A COMPLETE COPY OF THE FORM 990 IS SENT ELECTRONICALLY TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE AND INVITES QUESTIONS. FOLLOWING THIS REVIEW, A FULL COPY OF THE FINAL RETURN IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING. ONCE THESE STEPS ARE COMPLETE, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC TRI-VALLEY. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL DETERMINE THE APPROPRIATE COURSE OF ACTION. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | SHC TRI-VALLEY UTILIZES THE SERVICES OF WILLIS TOWERS WATSON FOR COMPENSATION BENCHMARKING, ANALYSIS, AND REPORTING. THE BOARD OF DIRECTORS HAS A COMPENSATION & WORKFORCE SUB-COMMITTEE WHO REVIEWS THE RESULTS OF THE COMPENSATION REVIEW AND IS ASSURED THAT TOTAL COMPENSATION IS CONSISTENT WITH THE MARKET. THIS PROCESS WAS LAST PERFORMED IN NOVEMBER 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING/ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUITY TRANSFER $ 25,211,676 REVERSAL OF PREVIOUSLY ACCRUED INCOME $ 722,074 --------------- OTHER CHANGES IN NET ASSETS OR $ 25,933,750 FUND BALANCES |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-VALLEY AMBULATORY SURGERY CENTERLLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 W LAS POSITAS BLVD | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843305341 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-VALLEY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE BRD OF TRUST LELAND STANF JR UNIV | |||||||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 941156365 | EDUCATION | CA | 501(C)(3) | 2 | NA | false | |||||
| FUNDACION STANFORD UNIVERSITY EN CHILE | |||||||||||||||
| EDUCATION | 501(C)(3) | N/A | STANFORD | Yes (true) | AV CONDELL 189 PROVIDENCIA | SANTIAGO | CI | CI | |||||||
| JAEDAN BUPIN STANFORD CENTER IN THE REPU | |||||||||||||||
| RESEARCH | KS | 501(C)(3) | N/A | STANFORD | Yes (true) | ||||||||||
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S | |||||||||||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | 770440090 | HEALTHCARE | CA | 501(C)(3) | 7 | LPCH | Yes (true) | |||||
| LUCILE SALTER PACKARD CHILDREN'S HOSPITA | |||||||||||||||
| 725 WELCH ROAD MC 5553 | PALO ALTO | CA | 94304 | 770003859 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | Yes (true) | |||||
| PACKARD CHILDREN'S HEALTH ALLIANCE | |||||||||||||||
| 725 WELCH ROAD MC5551 | PALO ALTO | CA | 94304 | 320359189 | HEALTHCARE | CA | 501(C)(3) | 3 | LPCH | Yes (true) | |||||
| SHR HOLDINGS INC | |||||||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 943187167 | REAL ESTATE | CA | 501(C)(25) | N/A | STANFORD | Yes (true) | |||||
| STANFORD FACULTY CLUB | |||||||||||||||
| PO BOX 7229 | STANFORD | CA | 94309 | 941187089 | FAC INTERACT. | CA | 501(C)(7) | N/A | STANFORD | Yes (true) | |||||
| STANFORD FEDERAL CREDIT UNION | |||||||||||||||
| 1860 EMBARCADERO RD | PALO ALTO | CA | 94303 | 941492212 | CREDIT UNION | CA | 501(C)(1) | N/A | STANFORD | Yes (true) | |||||
| STANFORD HABITAT CONSERVATION BOARD | |||||||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 461882243 | CONSERVATION | CA | 501(C)(3) | 7 | STANFORD | Yes (true) | |||||
| STANFORD HEALTH CARE | |||||||||||||||
| 300 PASTEUR DRIVE MC 5555 | STANFORD | CA | 94305 | 946174066 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | Yes (true) | |||||
| STANFORD PROGRAMME (CAPE TOWN) NPC | |||||||||||||||
| EDUCATION | 501(C)(3) | N/A | STANFORD | Yes (true) | WAVERLY BUSINESS PARK BLDG 11 | CAPE TOWN | SF | SF | |||||||
| STANFORD UNIVERSITY BOOKSTORE | |||||||||||||||
| 505 BROADWAY 6TH FLOOR MC1065 | REDWOOD CITY | CA | 94063 | 940894150 | SUPPORT | CA | 501(C)(3) | 12A, I | STANFORD | Yes (true) | |||||
| SU EMP BEN TRUST POST RETEMPYNT BEN | |||||||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 943246199 | BENEFITS | CA | 501(C)(9) | N/A | STANFORD | Yes (true) | |||||
| THE DUDLEY E CHAMBERS FOUNDATION | |||||||||||||||
| JP MORGAN CHASE PO BOX 3038 | MILWAUKEE | WI | 53201 | 386841793 | SUPPORT | NY | 501(C)(3) | 12D, III-O | STANFORD | Yes (true) | |||||
| THE FREIDENRICH SUPPORT FOUNDATION | |||||||||||||||
| 485 BROADWAY MAILCODE 8838 | REDWOOD CITY | CA | 94063 | 300519583 | SUPPORT | CA | 501(C)(3) | 12A, I | STANFORD | Yes (true) | |||||
| THE HONG KONGSU CHARITABLE TRUST | |||||||||||||||
| 986078093 | SUPPORT | 501(C)(3) | N/A | STANFORD | Yes (true) | 1401 CAROLINE CENTER 28 PING ROAD | CAUSEWAY | HK | HK | ||||||
| THE STANFORD TRUST | |||||||||||||||
| SUPPORT | 501(C)(3) | N/A | STANFORD | Yes (true) | 65 HIGH STREET | OXFORD | UK | UK | OX1 46L | ||||||
| UNIVERSITY HEALTHCARE ALLIANCE | |||||||||||||||
| 7999 GATEWAY BLVD STE 300 | NEWARK | CA | 94560 | 943192446 | HEALTHCARE | CA | 501(C)(3) | 3 | SHC | Yes (true) | |||||
| VALLEYCARE MEDICAL FOUNDATION INC | |||||||||||||||
| 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 262593526 | SR. FACILITY | CA | 501(C)(3) | PF | SHC-TV | Yes (true) | |||||
| VALLEYCARE SENIOR HOUSING | |||||||||||||||
| 1111 E STANLEY BLVD | LIVERMORE | CA | 94550 | 943382224 | SR. FACILITY | CA | 501(C)(3) | 12A, I | SHC-TV | Yes (true) | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADOM PARTNERS LP | |||||||||||||
| 3 COLUMBUS CIRCLE 15TH FL | NEW YORK | NY | 10019 | 813083288 | INVESTMENTS | DE | NA | ||||||
| ALBUS SELECT FUND LP | |||||||||||||
| 750 MENLO PARK AVE 380 | MENLO PARK | CA | 94025 | 812064357 | INVESTMENTS | DE | NA | ||||||
| AM ENGINE HOLDINGS FUND I LP | |||||||||||||
| 9450 SE GEMINI DRIVE PMB 17194 | BEAVERTON | OR | 97008 | 923370261 | INVESTMENTS | DE | NA | ||||||
| ARCOLA VENTURE LLC | |||||||||||||
| 7121 FAIRWAY DRIVE 410 | PALM BEACH GARDENS | FL | 33418 | 371689632 | REAL ESTATE | DE | NA | ||||||
| CANARY SC FUND LP | |||||||||||||
| 65 E 55TH ST 35TH FLOOR | NEW YORK | NY | 10022 | 475662144 | INVESTMENTS | DE | NA | ||||||
| CANARY SC MASTER FUND LP | |||||||||||||
| 981267847 | INVESTMENTS | NA | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CAYMAN ISLANDS | CJ | KY1-9009 | CJ | |||||
| CARLSBAD CO-INVEST LP | |||||||||||||
| 40 BEECHWOOD RD | SUMMIT | NJ | 07901 | 471702425 | INVESTMENTS | DE | NA | ||||||
| CERASUS FUND II CAYMAN LP | |||||||||||||
| INVESTMENTS | NA | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | |||||||
| CHP GTS BLOCKER HOLDINGS A LP | |||||||||||||
| 888 BOYLSTON STREET 1410 | BOSTON | MA | 02199 | 830881152 | INVESTMENTS | DE | NA | ||||||
| CROSSPOINT CAPITAL FUND II LP | |||||||||||||
| 2500 SAND HILL ROAD SUITE 300 | MENLO PARK | CA | 94025 | 981656208 | INVESTMENTS | CA | NA | ||||||
| CYPRESS MARINA HEIGHTS LLC | |||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 954887979 | INVESTMENTS | CA | NA | ||||||
| DGD INVESTMENT LP | |||||||||||||
| INVESTMENTS | NA | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | |||||||
| EAGLE ROCK LI HOLDINGS LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 271694413 | INVESTMENTS | DE | NA | ||||||
| EDEN RADIATION THERAPY SERVICES LLC | |||||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94304 | 881276056 | HEALTHCARE | CA | NA | ||||||
| ER-S JV LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068077 | INVESTMENTS | DE | NA | ||||||
| ER-S JV II LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882085249 | INVESTMENTS | DE | NA | ||||||
| ER-S INVESTOR LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068357 | INVESTMENTS | DE | NA | ||||||
| ER-S INVESTOR II LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882004082 | INVESTMENTS | DE | NA | ||||||
| ER PROPERTIES FUND LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834260396 | INVESTMENTS | DE | NA | ||||||
| ER PROPERTIES FUND II LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 881994509 | INVESTMENTS | DE | NA | ||||||
| EZP OPPORTUNITY LP | |||||||||||||
| PIER 5 STE 102 | SAN FRANCISCO | CA | 94111 | 814562962 | INVESTMENTS | DE | NA | ||||||
| FORTRESS IW COINVESTMENT (FUND B) LP | |||||||||||||
| 1345 AVE OF THE AMERICAS 46FL | NEW YORK | NY | 10105 | 980509639 | INVESTMENTS | NA | CJ | ||||||
| FOUR CROSSINGS INSTITUTIONAL PARTNERS V | |||||||||||||
| ONE MARITIME PLAZA 2100 | SAN FRANCISCO | CA | 94111 | 814323705 | INVESTMENTS | DE | NA | ||||||
| FOXLANE LP | |||||||||||||
| 550 E WATER ST 888 | CHARLOTTESVILLE | VA | 22902 | 813314647 | INVESTMENTS | DE | NA | ||||||
| HHBG-II INVESTMENT LP | |||||||||||||
| INVESTMENTS | NA | 89 NEXUS WAY CAMANA BAY PO BOX 31 | GRAND CAYMAN | CJ | KY1-1205 | CJ | |||||||
| KEB INVESTORS II LP | |||||||||||||
| INVESTMENTS | NA | WASHINGTON MALL STE 304 7 REID ST | HAMILTON | BD | BD | HM 11 | BD | ||||||
| KF VERMILLION FUND LP (AKA KEYFRAME V | |||||||||||||
| 65 East 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 883144517 | INVESTMENTS | DE | NA | ||||||
| LSF V DHB HOLDINGS LP | |||||||||||||
| 2711 N HASKELL AVE 1700 | DALLAS | TX | 75204 | 272858604 | INVESTMENTS | DE | NA | ||||||
| OLIFANT FUND LTD | |||||||||||||
| 980404442 | INVESTMENTS | NA | SUITE 5B201 2ND FL ONE NEXUS WAY | GRAND CAYMAN | CJ | KY1-1108 | CJ | ||||||
| ONCOLOGY SOLUTIONS VENTURE LLC | |||||||||||||
| 300 PASTEUR DRIVE | STANFORD | CA | 94304 | 863250041 | HEALTHCARE | CA | NA | ||||||
| OUTLAWS CASINO LTD | |||||||||||||
| 415 BROADWAY | REDWOOD CITY | CA | 94063 | 841457498 | HOLDING COMPANY | CO | NA | ||||||
| SANDPIPER FUND LP | |||||||||||||
| 4215 WEST LOVERS LANE SUITE 1000 | DALLAS | TX | 75209 | 260341626 | INVESTMENT | TX | NA | ||||||
| SCP REAL ASSETS FUND (A) LP | |||||||||||||
| 2498 SAND HILL RD | MENLO PARK | CA | 94025 | 203949682 | INVESTMENTS | DE | NA | ||||||
| SEQUOIA MFM OPERATING COMPANY LLC | |||||||||||||
| 770 WELCH ROAD LPCH | PALO ALTO | CA | 94304 | 475060529 | MFM PROGRAM | CA | NA | ||||||
| SP SMC PARTNERS LLC | |||||||||||||
| PO BOX 5377 | NEW YORK | NY | 10185 | 473103791 | INVESTMENTS | DE | NA | ||||||
| STANFORD EMANUEL RADIATION ONCOLOGY CENT | |||||||||||||
| 825 DELBON AV | TURLOCK | CA | 95382 | 208885091 | RADIOLOGY | CA | NA | ||||||
| STANFORD PET-CT LLC | |||||||||||||
| 300 PASTEUR DR | STANFORD | CA | 94305 | 611423414 | MED. DIAGNOST | CA | NA | ||||||
| STANFORD-STARTX FUND LLC | |||||||||||||
| 485 BROADWAY | REDWOOD CITY | CA | 94063 | 464297719 | INVESTMENTS | DE | NA | ||||||
| SUMIT HOLDING INTERNATIONAL LLC | |||||||||||||
| 1400 PAGE MILL RD | PALO ALTO | CA | 94304 | 263934706 | HOLDING COMPANY | DE | NA | ||||||
| TESSERA IONIC LP | |||||||||||||
| PO BOX 194170 | SAN FRANCISCO | CA | 941194170 | 830896257 | INVESTMENTS | DE | NA | ||||||
| VEDA INVESTORS FUND LP | |||||||||||||
| ONE FAWCETT PL | GREENWICH | CT | 06830 | 811810345 | INVESTMENTS | DE | NA | ||||||
| VERMILION PEAK MASTER FUND | |||||||||||||
| 981327671 | INVESTMENTS | NA | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | ||||||
| WREP III A LP | |||||||||||||
| 6710 E CAMELBACK RD 100 | SCOTTSDALE | AZ | 85251 | 474780701 | INVESTMENTS | DE | NA | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BREP VII ALBERTA FDR (OFFSHORE) TE7 LP | |||||||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | 981066351 | INVESTMENTS | CA | NA | C CORP | |||||
| BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ | |||||||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | 981066355 | INVESTMENTS | CA | NA | C CORP | |||||
| CANARY SC FUND LTD | |||||||||||||
| 921268195 | INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAYMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | |||||
| CLAT (13) | |||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||
| CLUT (2) | |||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||
| CRT (560) | |||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||
| EAST SAIL | |||||||||||||
| INVESTMENTS | NA | C CORP | C/O INTL FS INC IFS COURT | TWENTYEIGHT CYBERCITY EBENE | MP | MP | |||||||
| ER-S REIT LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 834068725 | INVESTMENTS | DE | NA | C CORP | |||||
| ER-S REIT II LLC | |||||||||||||
| 1670 OLD COUNTRY RD 227 | PLAINVIEW | NY | 11803 | 882004082 | INVESTMENTS | DE | NA | C CORP | |||||
| GAVEA INVESTMENT FUND II-C LP | |||||||||||||
| 980537952 | INVESTMENTS | NA | C CORP | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | |||||
| HHBG SF LIMITED | |||||||||||||
| INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-1205 | CJ | ||||||
| KAIZEN FUND | |||||||||||||
| INVESTMENTS | NA | C CORP | PO BOX 448 | GRAND CAYMAN | CJ | KY1-1106 | CJ | ||||||
| LS ALBERTA III LP | |||||||||||||
| INVESTMENTS | CA | NA | C CORP | C/O LASALLE INV MGMT ONE CURZON ST | LONDON | UK | W1J 5HD | ||||||
| LUMINA STRATEGIC SOLUTIONS FEEDER FUND ( | |||||||||||||
| 981662307 | INVESTMENTS | CA | NA | C CORP | 199 BAY STREET SUITE 5300 | TORONTO | CA | M5L 1B9 | |||||
| OTHER (3) | |||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||
| PIF (2) | |||||||||||||
| CHARITABLE TR | CA | NA | TRUST | ||||||||||
| PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP | |||||||||||||
| 57 E WASHINGTON STREET | CHAGRIN FALLS | OH | 44022 | 981235268 | INVESTMENTS | NA | C CORP | CJ | |||||
| PROFESSIONAL EXCHANGE ASSURANCE COMPANY | |||||||||||||
| 201 MERCHANT STREET SUITE 2400 | HONOLULU | HI | 96813 | 900897686 | INSURANCE | HI | NA | C CORP | |||||
| SBFF LTD | |||||||||||||
| INVESTMENTS | NA | C CORP | SUITE 5B201 2ND FL ONE NEXUS WAY | GRAND CAYMAN | CJ | KY1-1108 | CJ | ||||||
| SOLKATT LIMITED | |||||||||||||
| INVESTMENTS | NA | C CORP | 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9008 | CJ | ||||||
| STANFORD (BEIJING) CNSLTNG CO LTD (WFOE) | |||||||||||||
| EDUCATION | NA | C CORP | 5275TH FLBLDG CACADEMY SOUTH RD | BEIJING | CH | CH | |||||||
| STANFORD IN JAPAN GODO KAISHA | |||||||||||||
| EDUCATION | NA | C CORP | DOSHISHA UNIVERSITY MEITOKUKAN-NAI | KYOTOSHI | JA | JA | |||||||
| STANFORD INDIA PVT LTD | |||||||||||||
| EDUCATION | NA | C CORP | 333 3RD FLOOR DEVIKA TOWER 6 NEH | DELHI | IN | IN | |||||||
| STANFORD MEDICINE INTL (HONG KONG) CO LT | |||||||||||||
| PATIENT SRVC | NA | C CORP | 833 CHEUNG SHA WAN ROAD | KOWLOON | HK | HK | |||||||
| STANFORD UNIV MED NETWORK RISK AUTHORITY | |||||||||||||
| 1400 PAGE MILL RD MSC 5713 | PALO ALTO | CA | 94304 | 461132002 | RISK MGMT CON | CA | NA | C CORP | |||||
| TF-A FEEDER LTD | |||||||||||||
| 981756669 | INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-1205 | CJ | |||||
| THE RUBRUM FUND | |||||||||||||
| INVESTMENTS | NA | C CORP | 7 CLIFFORD STREET | LONDON | UK | WIS 2FT | CJ | ||||||
| TRIVISTA FUND | |||||||||||||
| INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | ||||||
| TVC MATSU FUND | |||||||||||||
| INVESTMENTS | NA | C CORP | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | ||||||
| VERMILION PEAK FUND | |||||||||||||
| 981333885 | INVESTMENTS | NA | C CORP | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | |||||
| WOODBOURNE CANADA PARTNERS II - CAYMAN | |||||||||||||
| 980705321 | INVESTMENTS | NA | C CORP | 190 ELGIN AVE | GRAND CAYMAN | CJ | KY1-9005 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | 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 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART III, COLUMNS (E), (F), (G), (H), (I), (J), AND (K) | RESPONSE IS "N/A" FOR ALL ORGANIZATIONS. |
| SCHEDULE R, PART IV | CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. |
| SCHEDULE R, PART IV, COLUMNS (F), (G), AND (H) | RESPONSE IS "N/A" FOR ALL ORGANIZATIONS. |