HOAG MEMORIAL HOSPITAL PRESBYTERIAN: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 95-1643327)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202113199349325656
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule H
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-15T16:36:12-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18101 VON KARMAN AVE STE 1700	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	951643327	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Hoag Memorial Hospital Presbyterian	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% ANDREW GUARNI	InCareOfNm
Business Name Control	HOAG	BusinessNameControlTxt
Phone	9497644624	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926586100	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDREW GUARNI	PersonNm
Person Title	SVP & CFO	PersonTitleTxt
Phone	9497644624	PhoneNum
Signature	2021-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANDREW	PersonFirstNm
Person Last	GUARNI	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KARA ADAMS	PreparerPersonNm
PTIN	P00023315	PTIN
Phone	9497942300	PhoneNum
Preparation	2021-11-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ROBERT BRAITHWAITE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926586100	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,748,359,161	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HOAG.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1944	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	OUR MISSION AS A NOT-FOR-PROFIT, FAITH- BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	7706	TotalEmployeeCnt
Total Volunteers	1500	TotalVolunteersCnt
Total Gross UBI	-$584,774	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$17,011,958	PYContributionsGrantsAmt
CY Contributions Grants	$49,331,498	CYContributionsGrantsAmt
PY Program Service Revenue	$1,174,503,348	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,196,773,576	CYProgramServiceRevenueAmt
PY Investment Income	$10,366,647	PYInvestmentIncomeAmt
CY Investment Income	$3,467,127	CYInvestmentIncomeAmt
PY Other Revenue	-$6,265	PYOtherRevenueAmt
CY Other Revenue	$11,184,151	CYOtherRevenueAmt
PY Total Revenue	$1,201,875,688	PYTotalRevenueAmt
CY Total Revenue	$1,260,756,352	CYTotalRevenueAmt
PY Grants And Similar Paid	$11,646,151	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$11,298,904	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$513,460,338	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$530,197,022	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$612,682,827	PYOtherExpensesAmt
CY Other Expenses	$660,062,545	CYOtherExpensesAmt
PY Total Expenses	$1,137,789,316	PYTotalExpensesAmt
CY Total Expenses	$1,201,558,471	CYTotalExpensesAmt
PY Revenues Less Expenses	$64,086,372	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$59,197,881	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,472,503,762	TotalAssetsBOYAmt
Total Assets EOY	$3,606,270,386	TotalAssetsEOYAmt
Total Liabilities BOY	$944,814,401	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$955,953,775	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,527,689,361	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,650,316,611	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$708,927,037	ExpenseAmt
Grant	$11,298,904	GrantAmt
Revenue	$1,205,935,385	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$708,927,037	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	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	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	Yes (true)	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	1104	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	7706	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	17	GoverningBodyVotingMembersCnt
Independent Voting Member	15	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	ANDREW GUARNI	PersonNm
Phone	9497644624	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE PO BOX 6100	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92658	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd
RODNEY HOCHMAN MD
BD MEMBER/PSJH PRESIDENT/CEO	2.0	63.0	Yes (X)	$0	$9,299,594	$813,801
ROBERT BRAITHWAITE
CEO/PRES/BD MBR HHF/PRES HC	50.0	9.0		$2,127,362	$0	$213,954	Yes (X)
JENNIFER MITZNER
VP EXEC/CEO HOI/CEO HC	0.0	52.0		$1,030,889	$0	$96,994		Yes (X)
ANDREW GUARNI
SVP & CFO/PRES HMTS/SEC HC	50.0	6.0		$838,919	$0	$58,565	Yes (X)
MARCY BROWN
SVP & CHO	50.0	0.0		$833,278	$0	$47,926			Yes (X)
RICHARD MARTIN
SVP & CHIEF NURSING OFFICER	50.0	0.0		$791,066	$0	$76,237			Yes (X)
KRIS V IYER MD
SVP & CAO & CHAIR HMTS/BD HC	2.0	52.0		$745,289	$0	$55,176			Yes (X)
MICHAEL BRANT-ZAWADZKI
EXECUTIVE MEDICAL DIRECTOR	50.0	0.0		$741,349	$0	$48,840		Yes (X)
FLYNN ANDRIZZI
SVP/PRES HHF/BOARD MEMBER HCS	2.0	52.0		$702,076	$0	$66,674			Yes (X)
JAN BLUE
SVP HUMAN RESOURCES	50.0	0.0		$722,173	$0	$43,232			Yes (X)
SANFORD SMITH
SVP REAL ESTATE & FACILITIES	50.0	0.0		$666,971	$0	$47,254			Yes (X)
MARTIN FEE
SENIOR VP/CCO	50.0	0.0		$636,363	$0	$44,368			Yes (X)
ALLYSON BROOKS MD
EXEC DIR MED WOMENS HEALTH	50.0	0.0		$624,685	$0	$55,849		Yes (X)
MARGARET T CONK
SVP CHIEF CLINICAL INSTITUTE	50.0	0.0		$605,455	$0	$45,669			Yes (X)
CARMELLA A CASSETTA
VP CIO IT OPERATIONS	50.0	0.0		$491,728	$0	$25,960		Yes (X)
DORI HOLNAGEL
VP CLINICAL INSTITUTES	50.0	0.0		$445,567	$0	$30,073		Yes (X)
MILES CHANG MD
SECRETARY	4.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
DENNIS J GILMORE
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
JOEL KATZ MD
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
KAREN D LINDEN
PAST CHAIR/BD MBR HOAG CLINIC	2.0	2.0	Yes (X)	$0	$0	$0
JEFFREY H MARGOLIS
BOARD MEMBER/CHAIR HOAG CLINIC	2.0	5.0	Yes (X)	$0	$0	$0
PAMELA MASSEY
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
KATHLEEN ARMSTRONG
BD MBR/CHAIR HHF	2.0	5.0	Yes (X)	$0	$0	$0
JAMES SHEPHERDSON
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
CYNTHIA STOKKE
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
GEORGE H WOOD
CHAIR/BD MBR HHF	5.0	2.0	Yes (X)	$0	$0	$0	Yes (X)
DANIEL YOUNG
CHAIR ELECT/BD MBR HOAG CLINIC	4.0	2.0	Yes (X)	$0	$0	$0	Yes (X)
CHRIS CALLERO
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
ERIC ALCOULOUMRE MD
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
PAUL HEESCHEN
BOARD MEMBER/BOARD MEMBER HOI	2.0	2.0	Yes (X)	$0	$0	$0
ROBERT S BRUNSWICK
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
VICKI BOOTH
BOARD MEMBER/BD MBR HC	2.0	2.0	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$12,003,170	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$9,299,594	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,770,572	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1286	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PACIFIC HOSPITALISTS ASSOCIATES
17360 BROOKHURST ST	FOUNTAIN VALLEY	CA	92708	MEDICAL SERVICES	$11,765,529
NEWPORT CRITICAL CARE
17 EMERALD TERRACE	ALISO VIEJO	CA	92656	MEDICAL SERVICES	$6,900,000
EMERALD TEXTILES
1725 DORNOCH COURT STE 202	SAN DIEGO	CA	92154	TEXTILE RENTAL	$3,588,393
RENOVO SOLUTIONS
4 EXECUTIVE CIRCLE STE 185	IRVINE	CA	92614	BIOMED SERVICES	$3,481,370
BAUTE CROCHETIERE HARTLEY VELKEI
777 S FIGUEROA STREET STE 3800	LOS ANGELES	CA	90018	LEGAL SERVICES	$2,899,862

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	149	CntrctRcvdGreaterThan100KCnt
Fundraising	$0	FundraisingAmt
Related Organizations	$25,317,507	RelatedOrganizationsAmt
Government Grants	$21,704,146	GovernmentGrantsAmt
All Other Contributions	$2,309,845	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$49,331,498	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Patient Services	622110	$1,055,396,141	$1,055,396,141	$0	$0
HMO Capitated Payment	622110	$69,350,120	$69,350,120	$0	$0
MOB Rental Income	531190	$42,011,747	$42,011,747	$0	$0
QA GRANTS FROM PSJH	624410	$15,452,016	$15,452,016	$0	$0
Cafeteria Sales	722212	$3,431,216	$3,431,216	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,132,336	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,132,336	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,196,773,576	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,413,342	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$2,607,116	RelatedOrExemptFuncIncomeAmt
Exclusion	$14,020,458	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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$479,656,594	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$487,502,748	SecuritiesAmt
Other	$100,061	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$7,846,154	SecuritiesAmt
Other	-$100,061	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$7,946,215	TotalRevenueColumnAmt
Exclusion	-$7,946,215	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	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Misc-HOI Services	561110	$11,468,946	$7,682,192	$3,786,754	$0
INCOME FROM PARTNERSHIPS	525990	-$3,736,450	$904,287	-$4,640,737	$0
All other revenue	900099	$3,451,655	$3,182,446	$269,209	$0

Field	Value	IRS element (for citing)
Other Revenue Total	$11,184,151	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,260,756,352	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,205,935,385	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$584,774	UnrelatedBusinessRevenueAmt
Exclusion	$6,074,243	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$11,298,904	TotalAmt
Program Services	$11,298,904	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,966,876	TotalAmt
Program Services	$525,814	ProgramServicesAmt
Management And General	$7,441,062	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$162,531	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$162,531	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$410,857,575	TotalAmt
Program Services	$272,815,827	ProgramServicesAmt
Management And General	$138,041,748	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$22,684,152	TotalAmt
Program Services	$4,851,590	ProgramServicesAmt
Management And General	$17,832,562	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$56,232,896	TotalAmt
Program Services	$24,038,744	ProgramServicesAmt
Management And General	$32,194,152	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$32,292,992	TotalAmt
Program Services	$19,644,002	ProgramServicesAmt
Management And General	$12,648,990	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$9,685,136	TotalAmt
Program Services	$1,378	ProgramServicesAmt
Management And General	$9,683,758	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$948,475	TotalAmt
Program Services	$9,180	ProgramServicesAmt
Management And General	$939,295	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$36,032	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$36,032	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$5,538,155	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$5,538,155	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$136,302,749	TotalAmt
Program Services	$55,781,052	ProgramServicesAmt
Management And General	$80,521,697	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,276,582	TotalAmt
Program Services	$30,456	ProgramServicesAmt
Management And General	$3,246,126	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,013,916	TotalAmt
Program Services	$1,226,271	ProgramServicesAmt
Management And General	$12,787,645	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$15,444,417	TotalAmt
Program Services	$586,499	ProgramServicesAmt
Management And General	$14,857,918	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$66,523,636	TotalAmt
Program Services	$31,480,068	ProgramServicesAmt
Management And General	$35,043,568	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$202,077	TotalAmt
Program Services	$28,701	ProgramServicesAmt
Management And General	$173,376	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$266,388	TotalAmt
Program Services	$134,279	ProgramServicesAmt
Management And General	$132,109	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$16,222,518	TotalAmt
Program Services	$16,063,475	ProgramServicesAmt
Management And General	$159,043	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$93,621,055	TotalAmt
Program Services	$32,776,729	ProgramServicesAmt
Management And General	$60,844,326	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,626,323	TotalAmt
Program Services	$1,492,128	ProgramServicesAmt
Management And General	$2,134,195	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Medical Supplies	$190,638,366	$165,803,526	$24,834,840	$0
QA Fee	$63,948,401	$63,948,401		$0
DUES & SUBSCRIPTIONS	$10,234,996	$622,462	$9,612,534	$0
LICENSES & TAXES	$9,231,056	$520,978	$8,710,078	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,302,267	TotalAmt
Program Services	$5,246,573	ProgramServicesAmt
Management And General	$15,055,694	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,201,558,471	TotalAmt
Program Services	$708,927,037	ProgramServicesAmt
Management And General	$492,631,434	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

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

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$21,983,726	BOYAmt
EOY	$76,346,664	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$173,422,634	BOYAmt
EOY	$120,644,172	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	$156,579,818	BOYAmt
EOY	$142,067,569	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	$17,734,695	BOYAmt
EOY	$1,992,355	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$6,959,077	BOYAmt
EOY	$12,170,698	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$13,787,555	BOYAmt
EOY	$25,180,716	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,800,791,756	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$898,402,026	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$918,075,365	BOYAmt
EOY	$902,389,730	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$520,931,519	BOYAmt
EOY	$833,279,748	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,354,855,707	BOYAmt
EOY	$1,255,598,158	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$11,089,002	BOYAmt
EOY	$10,881,266	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$925,000	BOYAmt
EOY	$625,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$276,159,664	BOYAmt
EOY	$225,094,310	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,472,503,762	BOYAmt
EOY	$3,606,270,386	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$146,246,308	BOYAmt
EOY	$153,350,820	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	$1,163,662	BOYAmt
EOY	$876,022	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	$797,404,431	BOYAmt
EOY	$801,726,933	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$944,814,401	BOYAmt
EOY	$955,953,775	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	$2,527,647,636	BOYAmt
EOY	$2,650,239,214	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$41,725	BOYAmt
EOY	$77,397	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,527,689,361	BOYAmt
EOY	$2,650,316,611	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,472,503,762	BOYAmt
EOY	$3,606,270,386	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$59,197,881	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$214,253,514	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$150,824,145	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
Media Advertisements	$0	MediaAdvertisementsAmt
Mailings Members	false	MailingsMembersInd
Mailings Members	$0	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Publications Or Broadcast	$0	PublicationsOrBroadcastAmt
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Grants Other Organizations	$0	GrantsOtherOrganizationsAmt
Direct Contact Legislators	false	DirectContactLegislatorsInd
Direct Contact Legislators	$0	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Rallies Demonstrations	$0	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$36,032	OtherActivitiesAmt
Total Lobbying Expenditures	$36,032	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1I	FormAndLineReferenceDesc
Explanation	LOBBYING ACTIVITIES THE LOBBYING EXPENDITURES REPORTED REPRESENT THE PORTION OF DUES ALLOCATED TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$143,701,793	BeginningYearBalanceAmt
Contributions	$5,819,236	ContributionsAmt
Investment Earnings Or Losses	$21,695,599	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,560,720	OtherExpendituresAmt
End Year Balance	$164,655,908	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$130,966,595	BeginningYearBalanceAmt
Contributions	$6,011,242	ContributionsAmt
Investment Earnings Or Losses	$13,990,511	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,266,555	OtherExpendituresAmt
End Year Balance	$143,701,793	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$136,620,451	BeginningYearBalanceAmt
Contributions	$894,423	ContributionsAmt
Investment Earnings Or Losses	$1,598,221	InvestmentEarningsOrLossesAmt
Other Expenditures	$8,146,500	OtherExpendituresAmt
End Year Balance	$130,966,595	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$126,638,880	BeginningYearBalanceAmt
Contributions	$2,373,258	ContributionsAmt
Investment Earnings Or Losses	$7,539,150	InvestmentEarningsOrLossesAmt
Other Expenditures	-$69,163	OtherExpendituresAmt
End Year Balance	$136,620,451	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$124,290,975	BeginningYearBalanceAmt
Contributions	$3,078,867	ContributionsAmt
Investment Earnings Or Losses	$9,732,429	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,463,391	OtherExpendituresAmt
End Year Balance	$126,638,880	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.05050	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.51980	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.42970	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$96,665,629	OtherCostOrOtherBasisAmt
Book Value	$96,665,629	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,076,711,409	OtherCostOrOtherBasisAmt
Depreciation	$493,612,216	DepreciationAmt
Book Value	$583,099,193	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$150,670,889	OtherCostOrOtherBasisAmt
Depreciation	$87,144,402	DepreciationAmt
Book Value	$63,526,487	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$424,217,184	OtherCostOrOtherBasisAmt
Depreciation	$317,645,408	DepreciationAmt
Book Value	$106,571,776	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$52,526,645	OtherCostOrOtherBasisAmt
Book Value	$52,526,645	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$902,389,730	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Equity Commingled Funds	$453,958,983	F
Hedge Funds	$390,361,097	F
Private Equity	$257,162,230	F
Real Assets	$154,115,848	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,255,598,158	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
RIGHT OF USE ASSETS - OP LEASE	$98,241,744
HOSPITAL FEE RECEIVABLE	$40,534,393
OTHER RECEIVABLES	$31,502,879
DUE FROM RELATED ENTITIES	$30,023,351
LEASE INCENTIVES	$9,418,181
DEFERRED INCOME GUARANTEE	$8,246,373
DEPOSITS FOR BUILDING PURCHASE	$7,127,389

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$225,094,310	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDesc	AmtAmt
INTERCO WITH HEALTH SYSTEM-BONDS	$500,276,560
LEASE INCENTIVE OBLIGATION	$109,027,310
OTHER MISC LIABILITIES	$71,558,005
SELF INSURANCE LIABILITIES	$46,353,770
CAPITALIZED LEASES	$40,703,822
OTHER ACCRUED LIABILITIES	$15,777,521
TENANT IMPROVEMENT LIABILITY	$8,663,533
CAPITATED CONTRACTS	$6,910,334
ACCRUED INCOME GUARANTEE	$2,456,078

Field	Value	IRS element (for citing)
Total Liability	$801,726,933	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, LINE 2	FormAndLineReferenceDesc
Explanation	FOOTNOTE FROM THE HOAG MEMORIAL HOSPITAL PRESBYTERIAN CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED 12/31/2020 ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC TOPIC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT DECEMBER 31, 2020 AND 2019.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	$625,232,019
Europe (Including Iceland and Greenland)	Investments	$17,736,686
North America	Investments	$2,726,712
South America	Investments	$160,524

Field	Value	IRS element (for citing)
Subtotal Spent	$645,855,941	SubtotalSpentAmt
Total Spent	$645,855,941	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I, LINE 3, COLUMN F	FormAndLineReferenceDesc
Explanation	ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED DECEMBER 31, 2020.	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
Percent200	Yes (X)	Percent200Ind
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	$10,282,163	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$10,282,163	NetCommunityBenefitExpnsAmt
Total Expense	0.00820	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$125,886,683	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$74,999,463	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$50,778,697	NetCommunityBenefitExpnsAmt
Total Expense	0.04170	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$8,378	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$8,378	NetCommunityBenefitExpnsAmt

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$136,177,224	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$74,999,463	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$61,069,238	NetCommunityBenefitExpnsAmt
Total Expense	0.04990	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,148,215	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$3,148,215	NetCommunityBenefitExpnsAmt
Total Expense	0.00260	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$22,718	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$22,718	NetCommunityBenefitExpnsAmt

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$192,502	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$192,502	NetCommunityBenefitExpnsAmt
Total Expense	0.00020	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$11,838,857	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$11,838,857	NetCommunityBenefitExpnsAmt
Total Expense	0.00980	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$15,202,292	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$15,202,292	NetCommunityBenefitExpnsAmt
Total Expense	0.01260	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$151,379,516	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$74,999,463	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$76,271,530	NetCommunityBenefitExpnsAmt
Total Expense	0.06250	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Reimbursed By Medicare	$295,871,715	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$196,718,333	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$99,153,382	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	false	WrittenDebtCollectionPolicyInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (9 entries)

Primary ActivitiesPrimaryActivitiesTxt	Org Profit Or OwnershipOrgProfitOrOwnershipPct	Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
HOAG ORTHO INST
SPECIALTY HOSPITAL	0.51	0.44
MAIN ST SPEC SURGERY
OUTPATIENT SURGERY CENTER	0.2611	0.1466
NWPT BCH RADIOSRGRY
SURGERY CENTER	0.5	0.5
NWPT BAY SURGERY CTR
SURGERY CENTER	0.4737	0.4117
DIAG AND INTVTNL
SURGERY CENTER	0.1561	0.49
CA SPECIALTY SURGERY
SURGERY CENTER	0.0018	0.428
IRVINE SURGICAL PTRS
SURGERY CENTER	0.4161	0.25263
NEWPORT SURGICAL PTR
SURGERY CENTER	0.3953	0.49
COASTAL ENDOSCOPY
SURGERY CTR/MGMT SVCS	0.3953	0.49

Field	Value	IRS element (for citing)
Hospital Facilities	2	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Website AddressWebsiteAddressTxt	State LicenseStateLicenseNum	Licensed HospitalLicensedHospitalInd	General Medical And SurgicalGeneralMedicalAndSurgicalInd	Critical Access HospitalCriticalAccessHospitalInd	Emergency Room24 HrsEmergencyRoom24HrsInd	Facility Reporting GroupFacilityReportingGroupCd	OtherOtherDesc
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1	ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	WWW.HOAG.ORG	C0194920	Yes (X)	Yes (X)	Yes (X)	Yes (X)	A
HOAG ORTHOPEDIC INSTITUTE
2	16520 SAND CANYON AVENUE	Irvine	CA	92618	WWW.HOAGORTHOPEDICINSTITUTE.COM	200835010044	Yes (X)				A	ORTHOPEDIC HOSPITAL

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

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

Field	Value	IRS element (for citing)
Facility	12	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	19	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	false	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	20	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE PART V, SECTION C	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	200.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	400.	FPGFamilyIncmLmtDscntCarePct
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
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
Other Method	Yes (X)	OtherMethodInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE PART V, SECTION C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE PART V, SECTION C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE PART V, SECTION C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Prospective Medicare Medicaid	Yes (X)	ProspectiveMedicareMedicaidInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, LINE 3E	THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
SCHEDULE H, PART V, SECTION B, LINE 5	INPUT FROM COMMUNITY REPRESENTATIVES TARGETED INTERVIEWS AND FOCUS GROUPS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN. HOAG UTILIZED A MIXED-METHODS APPROACH TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE FOLLOWING DATA SOURCES INFORMED THIS REPORT: - KEY STAKEHOLDER INTERVIEWS (KSIS). SEMI-STRUCTURED INTERVIEWS WERE CONDUCTED WITH 21 INDIVIDUALS. INTERVIEWEES WERE SELECTED IN COLLABORATION WITH HOAG HOSPITAL COMMUNITY BENEFIT STAFF. INTERVIEWS WERE CONDUCTED TO OBTAIN INFORMATION ABOUT THE HEALTH NEEDS OF ORANGE COUNTY RESIDENTS FROM A SYSTEMS-LEVEL PERSPECTIVE. PARTICIPATING INTERVIEWEES REPRESENTED THE FOLLOWING: HEALTH EDUCATORS/SERVICE PROVIDERS, MEDICAL RESEARCH, EXECUTIVE DIRECTORS/CEO'S OF COMMUNITY ORGANIZATIONS, LOCAL FUNDING AGENCIES, HEALTH SERVICES COORDINATORS, COUNTY HEALTH OFFICER, COUNTY PUBLIC HEALTH NURSE, MENTAL HEALTH SPECIALISTS, AND CITY OFFICIALS. INTERVIEWEES PROVIDED INFORMATION ABOUT: (1) HEALTH PRIORITIES; (2) CAUSES AND CONTRIBUTING FACTORS OF POOR HEALTH; (3) ACCESS TO AND AVAILABILITY OF SERVICE PROVISION; (4) THEIR STRENGTHS AS SERVICE PROVIDERS; AND (5) RECOMMENDATIONS AND STRATEGIES FOR IMPROVING THE PROVISION OF HEALTH SERVICES TO ORANGE COUNTY RESIDENTS. - PROVIDER SURVEY. THE PROVIDER SURVEY WAS DEVELOPED AND ADMINISTERED ONLINE BY EVALCORP DURING MARCH AND APRIL 2020 TO INDIVIDUALS AT OVER 170 ORGANIZATIONS/DEPARTMENTS THAT PROVIDE OR FUND HEALTH SERVICES TO COMMUNITY MEMBERS. THE SURVEY WAS DISTRIBUTED TO A WIDE RANGE OF COUNTY, PRIVATE, AND NON-PROFIT AGENCIES WHO SERVE RESIDENTS OF ORANGE COUNTY. DURING THE TWO-MONTH SURVEY ADMINISTRATION TIMEFRAME, A TOTAL OF 140 RESPONSES WERE COLLECTED AND USED FOR ANALYSIS. THE PURPOSE OF THE SURVEY WAS TO OBTAIN PROVIDERS' PERSPECTIVES AND EXPERIENCES REGARDING PRIORITY HEALTH NEEDS, AND THE AVAILABILITY AND PROVISION OF HEALTH SERVICES THROUGHOUT ORANGE COUNTY. - COMMUNITY MEMBER SURVEY. THE COMMUNITY SURVEY WAS DEVELOPED BY EVALCORP AND DISTRIBUTED ONLINE FROM JULY 1 THROUGH AUGUST 10, 2020 TO COMMUNITY MEMBERS VIA 18 COMMUNITY-BASED AGENCIES. THE SURVEY WAS DISTRIBUTED THROUGH A WIDE RANGE OF COUNTY, PRIVATE, AND NON-PROFIT AGENCIES WHO SERVE RESIDENTS OF ORANGE COUNTY. DURING THE FIVE-WEEK SURVEY ADMINISTRATION TIMEFRAME, A TOTAL OF 548 RESPONSES WERE COLLECTED. - FOCUS GROUPS. FOCUS GROUPS WERE CONDUCTED TO ASSESS CURRENT MENTAL AND BEHAVIORAL HEALTH NEEDS, ACCESS TO CARE, AVAILABILITY OF EXISTING RESOURCES, AND NEEDS CAN BE ADDRESSED WITHIN ORANGE COUNTY. ALL FOCUS GROUPS USED A SEMI-STRUCTURED PROTOCOL AND WERE FACILITATED IN ONE OF THE FOLLOWING LANGUAGES: SPANISH, ENGLISH, VIETNAMESE, OR CAMBODIAN (KHMER). FOCUS GROUPS WERE PURPOSIVELY SAMPLED TO REPRESENT A VARIETY OF AGES FROM YOUTH TO OLDER ADULTS, RACE/ETHNICITIES, AND VULNERABLE OR UNDERSERVED POPULATIONS (E.G., LGBTQ+ AND VETERANS). EIGHT FOCUS GROUPS WERE SUCCESSFULLY CONDUCTED WITH A TOTAL OF 54 PARTICIPANTS IN ATTENDANCE ACROSS THE EIGHT SESSIONS. TABLE 2 OF THE 2019 CHNA PROVIDES FURTHER DETAILS ABOUT EACH OF THE FOCUS GROUPS. THE FOLLOWING COMMUNITY PARTNERS/ORGANIZATIONS ASSISTED US THROUGHOUT THE DATA COLLECTION PROCESS: - ACCESS CALIFORNIA SERVICES - ALZHEIMER'S FAMILY CENTER - AMERICAN LEGION - CALOPTIMA - CAMBODIAN FAMILY - COMMUNITY HEALTH INITIATIVES OF ORANGE COUNTY - COUNCIL ON AGING - FIRST 5 ORANGE COUNTY - GIRLS INC. - HUMAN OPTIONS - ILLUMINATION FOUNDATION - JAMBOREE HOUSING - KIDS HEALTHY - MOMS ORANGE COUNTY - NAMI - NEWPORT MESA UNIFIED SCHOOL DISTRICT - HOPE CLINIC - OMID MULTICULTURAL INSTITUTE FOR DEVELOPMENT (OMID) - ORANGE COUNTY ASIAN PACIFIC ISLANDER COMMUNITY ALLIANCE - ORANGE COUNTY HUMAN RELATIONS - ORANGE COUNTY MECCA - ORANGE COUNTY UNITED WAY - ORANGE COUNTY WOMEN'S HEALTH PROJECT - RADIANT HEALTH CENTERS - SECOND HARVEST FOOD BANK - SHARE OURSELVES - UNIVERSITY OF CALIFORNIA, IRVINE
SCHEDULE H, PART V, SECTION B, LINE 6A	HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND HOAG ORTHOPEDIC INSTITUTE CONDUCTED A COMBINED CHNA.
SCHEDULE H, PART V, SECTION B, LINE 7A	FACILITY 1 HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/ FACILITY 2 HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/
SCHEDULE H, PART V, SECTION B, LINE 10A	FACILITY 1 HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/ FACILITY 2 HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/
SCHEDULE H, PART V, SECTION B, LINE 11	The 2019 CHNA identified the following as Hoag's significant needs to be addressed: Mental Health, Access to Care, Economic Security, Prevention of Chronic Disease and Management, Women's Health, and Substance Use. For each health need the hospitals plan to address, the strategies below outline the actions the hospitals intend to take, including programs and resources it plans to commit and planned collaboration with other organizations. Mental Health Strategies 1) Provide mental health care services through Hoag's Mental Health Center primarily focused on the low-income population 2) Provide funding and/or in-kind support to community nonprofit organizations that focus on mental health that goes beyond our scope of care. 3) Provide workforce development opportunities (internships, internal and external professional development) for the mental health profession. 4) Use existing pathways to expand our continuum of care for mental health. Access to Care Strategies 1) Provide financial assistance through free and discounted care for health care services, consistent with the hospital's financial assistance policy. 2) Offer information and enrollment assistance for no cost and low-cost insurance programs. 3) Provide funding and/or in-kind support to community clinics. 4) Provide funding and/or in-kind support to community nonprofit organizations that reduce barriers to accessing care. 5) Provide partners with space and resources at the Melinda Hoag Smith Center for Healthy Living. 6) Provide transportation support for seniors to increase access to health care services. Economic Security Strategies 1) Provide funding and/or in-kind support to community nonprofit organizations that focus on economic security measures. 2) Build community capacity by providing collaborative partners with space and resources at the Melinda Hoag Smith Center for Healthy Living 3) Continue and expand programs that alleviate food insecurity Prevention of Chronic Disease and Management Strategies 1) Provide funding and/or in-kind support to community clinics. 2) Provide funding and/or in-kind support to community nonprofit organizations that focus on disease prevention, including obesity prevention and chronic disease management. 3) Provide partners with space and resources at the Melinda Hoag Smith Center for Healthy Living. 4) Offer chronic disease prevention, management, education, care navigation, screenings and support groups. 5) Continue to provide wellness and prevention programs to vulnerable communities. Women's Health Strategies 1) Provide funding and/or in-kind support to organizations focused on women's health 2) Collaborate with Hoag Women's Health Institute in identifying gaps in care for the low income and vulnerable patient population 3) Offer health education, care navigation, advocacy and resource brokering. Substance Use Strategies 1) Provide funding and/or in-kind support to organizations focused on substance use 2) Collaborate with Hoag's Addiction Treatment Centers to develop opportunities for low-income population. 3) Collaborate with Federally Qualified Health Centers (FQHCs) that address substance use disorders and provide Medication-Assisted Treatment (MAT). To accomplish some of these strategies Hoag will also collaborate with community partners. Sharing resources and enhancing the capacity of partner organizations supports the achievements of our goals. Potential collaborative partners include, but are not limited to: . Advocacy Groups . Community Health Centers and community clinics . Community-based organizations . Faith based organizations . Family Resource Centers . Federally Qualified Health Centers (FQHCs) . Local municipalities . Mental Health Associations . Orange County Health Care Agency . School districts and schools . Local Food Banks . Senior centers and adult day centers
SCHEDULE H, PART V, SECTION B, LINE 13H	HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO 400% THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HMHP AND HOI'S POLICY ALSO PROVIDES FOR DISCRETIONARY DETERMINATION OF CHARITY CARE TAKING INTO CONSIDERATION INDIVIDUAL FACTS AND CIRCUMSTANCES.
SCHEDULE H, PART V, SECTION B, LINE 15E	PATIENTS CAN APPLY FOR FINANCIAL ASSISTANCE BY COMPLETING A FINANCIAL ASSISTANCE PROGRAM (FAP) APPLICATION. APPLICATIONS CAN BE FOUND ON THE HOAG.ORG WEBSITE, VIA FINANCIAL COUNSELORS, BY MAIL, AND BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER AT (949) 764-8400 FOR HOAG AND (949) 764-8404 FOR HOI.
SCHEDULE H, PART V, SECTION B, LINE 16A	FACILITY 1 HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSIS TANCE-CHARITY-CARE/ FACILITY 2 HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE /FINANCIAL-ASSISTANCE/
SCHEDULE H, PART V, SECTION B, LINE 16B	FACILITY 1 HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSIS TANCE-CHARITY-CARE/ FACILITY 2 HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE /FINANCIAL-ASSISTANCE/
SCHEDULE H, PART V, SECTION B, LINE 16C	PLAIN LANGUAGE SUMMARY FACILITY 1 HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSIS TANCE-CHARITY-CARE/ FACILITY 2 HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE /FINANCIAL-ASSISTANCE/

Field	Value	IRS element (for citing)
Facility	6	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
Main St Specialty Surgery Center
280 Main Street 100	Orange	CA	92660	outpatient surgery center
Orthopedic Surgery Center of OC
22 Corporate Plaza Dr Ste 150	Newport Beach	CA	92660	outpatient orthopedic surgery center
Diagnostic & Interventional Surgical Ctr
13160 Mindanao Way Ste 150	Marina Del Rey	CA	90292	outpatient surgery center
California Specialty Surgery Center
26371 Crown Valley Parkway	Mission Viejo	CA	92691	outpatient surgery center
Newport Beach Radiosurgery
1605 Avocado Avenue	Newport Beach	CA	92660	outpatient surgery center
Newport Imaging Center
360 San Miguel	Newport Beach	CA	92660	Imaging center

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART I, LINE 3C	IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE, THE ORGANIZATION ALSO CONSIDERED CERTAIN ASSETS OF A PATIENT. IN ADDITION, A PATIENT'S SPECIAL CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO DISABILITY AND HOMELESSNESS ARE CONSIDERED WHEN DETERMINING ELIGIBILITY.
SCHEDULE H, PART I, LINE 6A	HOAG MEMORIAL HOSPITAL PRESBYTERIAN PREPARES AN ANNUAL REPORT AND IT IS PUBLICLY AVAILABLE AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/
SCHEDULE H, PART I, LINE 7A-I	COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $295,871,715 AND $196,718,333, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OF APPROXIMATELY 150.4% WHICH WAS USED TO CALCULATE CHARITY CARE AT COST (GROSS PATIENT CHARGES WRITTEN OFF ON THE P&L TIMES COST-TO-CHARGE RATIO). THE COST ACCOUNTING SYSTEM ADDRESSES INPATIENT, OUTPATIENT AND VARIOUS PAYOR TYPES. FOR THE SECTIONS OF LINE 7 AS APPLICABLE, WORKSHEET 2 WAS NOT USED WHILE THE COST TO CHARGE RATIO WAS USED.
SCHEDULE H, PART I, LINE 7, COLUMN F	THE PROPORTIONATE SHARE OF THE ORGANIZATION'S JOINT VENTURE EXPENSES HAVE BEEN INCLUDED IN THE CALCULATION OF THE COMMUNITY BENEFIT EXPENSE PERCENTAGES.
SCHEDULE H, PART I, LINE 7G	NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED.
SCHEDULE H, PART III, LINE 2	HMHP ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS UPDATE 2014-09 TOPIC 606 (ASU 606) EFFECTIVE JANUARY 1, 2018. ASU 606 AND THE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA) DIFFERENTIATE BAD DEBT FROM IMPLICIT PRICE CONCESSIONS. ACCORDINGLY, HMHP NO LONGER SEPARATELY PRESENTS A PROVISION FOR BAD DEBTS ON THE STATEMENT OF OPERATIONS OR THE RELATED ALLOWANCE FOR BAD DEBTS ON THE BALANCE SHEET.
SCHEDULE H, PART III, LINE 4	The organization's audited financial statements do not include a footnote discussing bad debt expense, accounts receivable, allowance for doubtful accounts or similar designations. SCHEDULE H, Part III, Line 8 TREATMENT OF MEDICARE SHORTFALL/(SURPLUS) AS COMMUNITY BENEFIT THE ORGANIZATION DOES NOT TREAT THE SURPLUS FROM MEDICARE AS A COMMUNITY BENEFIT. MEDICARE COSTING METHODOLOGY MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST TO CHARGE RATIO.
SCHEDULE H, PART III, LINE 9B	PATIENT ACCOUNTS MANAGEMENT IS RESPONSIBLE FOR THE COLLECTION OF PATIENT ACCOUNTS AFTER DISCHARGE. PROCEDURES ARE FOLLOWED IN ACCORDANCE WITH THE FAIR DEBT COLLECTION PRACTICES ACT. ACCOUNTS UNPAID AFTER ONE HUNDRED FIFTY (150) DAYS MAY BE RECOMMENDED FOR ASSIGNMENT TO AN OUTSIDE COLLECTION AGENCY. ALL APPROPRIATE EFFORTS TO COLLECT AND/OR RESOLVE THE BALANCES DUE WITH THE PATIENT, GUARANTOR OR THIRD PARTY PAYOR MUST BE EXHAUSTED PRIOR TO RECOMMENDATION TO COLLECTORS.
SCHEDULE H, PART VI, LINE 2	NEEDS ASSESSMENT HMHP CONDUCTED A NEW 2019 COMMUNITY HEALTH NEEDS ASSESSMENT AND DEVELOPED A RELATED IMPLEMENTATION STRATEGY WHICH WERE ADOPTED NOVEMBER 5-6, 2020. PRIORITIZED NEEDS FROM THIS CHNA WILL BE USED TO PLAN AND EVALUATE PROGRAMMING FOR 3 YEARS, 2020-2022. A DESCRIPTION OF HOW THEY ARE BEING ADDRESSED WILL BE PROVIDED WITH THE SCHEDULE H EACH TAX YEAR. HMHP'S 2019 CHNA AND 2020-2022 IMPLEMENTATION STRATEGIES MAY BE VIEWED ONLINE AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS IN ADDITION TO THE COMMUNITY WIDE NEEDS ASSESSMENT CONDUCTED EVERY THREE YEARS, HOAG CONTINUALLY ASSESSES THE HEALTHCARE NEEDS OF THE COMMUNITY IN VARIOUS WAYS. MANY OF THE COMMUNITY BENEFIT STAFF SERVE ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AS WELL AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. CLIENTS THAT ACCESS SERVICES AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING ALSO COMPLETE A SCREENING TOOL WHICH ALLOWS US TO ASSESS FUTURE PROGRAMMING NEEDS FOR THE COMMUNITY. THE DIRECTOR OF THE DEPARTMENT SERVES AS THE CHAIR OF THE ORANGE COUNTY MENTAL HEALTH BOARD AND IS ALSO AN ACTIVE MEMBER OF THE BE WELL ORANGE COUNTY PARTNERSHIP WHICH ALLOWS FOR CONTINUOUS ASSESSMENT OF MENTAL HEALTH NEEDS, GAPS AND OPPORTUNITIES FOR THE COUNTY. THE DIRECTOR OF COMMUNITY BENEFIT ALSO COFOUNDED THE COMMUNITY SUICIDE PREVENTION INITIATIVE WITH THE GOAL OF INCREASING AWARENESS AND ACCESSIBILITY TO AVAILABLE RESOURCES, HOSTING COMMUNITY EDUCATIONAL EVENTS, AND REDUCING SUICIDE IN ORANGE COUNTY. COMMUNITY BENEFIT STAFF ALSO HOLD A SEAT WITH THE ORANGE COUNTY HEALTH CARE AGENCY'S HEALTH IMPROVEMENT PARTNERSHIP AND ORANGE COUNTY GRANTMAKERS WHICH BRINGS TOGETHER VARIOUS HEALTH RELATED ORGANIZATIONS AND PHILANTHROPIC FUNDERS TO DISCUSS COMMUNITY NEEDS, PROGRAMMING, AND COLLABORATIVE OPPORTUNITIES. HOAG'S CENTER FOR HEALTHY LIVING ALSO HOSTS A MONTHLY PROFESSIONAL NETWORK RESOURCE EXCHANGE MEETING WHICH BRINGS TOGETHER COMMUNITY LEADERS FROM THE NONPROFIT SECTOR, LOCAL SCHOOL DISTRICTS, AND HEALTH RELATED SERVICES TO DISCUSS RECENT HEALTH TRENDS AND OPPORTUNITIES TO MEET THOSE NEEDS. COMMUNITY BENEFIT STAFF ALSO INTERFACES WITH VARIOUS CITY OFFICIALS IN ORANGE COUNTY WHICH ALLOWS HOAG TO BE ENGAGED AND COLLABORATE ON ISSUES THAT ARISE. OUR ROBUST COMMUNITY BENEFIT GRANTS PROGRAM ALSO PROVIDES US WITH A LENS INTO COMMUNITY NEED AS WE INTERFACE WITH OVER 80 NONPROFIT ORGANIZATIONS WHO APPLY FOR PROGRAM FUNDING. THE APPLICATION PROCESS FOR FUNDING PROVIDES US WITH A LEARNING OPPORTUNITY ABOUT THE ORGANIZATIONS MISSION AS WELL AS GAPS AND NEEDS THEIR COMMUNITY IS FACED WITH.
SCHEDULE H, PART VI, LINE 3	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HOAG INFORMS AND EDUCATES PATIENTS ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE IN THE FOLLOWING WAYS: - FINANCIAL ASSISTANCE NOTICES PRINTED IN ENGLISH AND SPANISH ARE ALSO PLACED IN THE PUBLIC ADMISSION AREAS AT HOAG HOSPITALS. - STATEMENTS MAILED TO THE PATIENT INCLUDE A CLEAR AND CONSPICUOUS NOTICE ADVISING THE PATIENT OF HOAG FINANCIAL ASSISTANCE PROGRAM AND THE APPROPRIATE CONTACT INFORMATION. - PATIENT CAN ALSO VISIT PATIENT FINANCIAL SERVICES TO MEET WITH A FINANCIAL COUNSELOR OR BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER TO ANSWER ANY QUESTIONS REGARDING FINANCIAL ASSISTANCE OPTIONS. - HMHP DISCUSSES WITH THE PATIENT THE AVAILABILITY OF VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID OR STATE PROGRAMS, AND ASSISTS THE PATIENT WITH QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE.
SCHEDULE H, PART VI, LINE 4	COMMUNITY INFORMATION HOAG'S COMMUNITY, AS DEFINED FOR THE PURPOSE OF THE COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDES 53 ZIP CODES SPANNING 27 CITIES AND UNINCORPORATED COMMUNITIES IN BOTH ORANGE COUNTY AND LOS ANGELES COUNTY (ONE ZIP CODE IS LOCATED IN LONG BEACH). THIS COMMUNITY DEFINITION WAS DETERMINED BECAUSE A MAJORITY OF HOAG'S PATIENTS ORIGINATE FROM THIS AREA. THE POPULATION OF THE HOSPITAL'S SERVICE AREA IS ESTIMATED AT 1,991,457 PEOPLE. POPULATION ORANGE COUNTY IS THE 47TH LARGEST COUNTY IN CALIFORNIA IN TERMS OF GEOGRAPHIC AREA. IN 2018, THE ORANGE COUNTY POPULATION WAS 3.16 MILLION PEOPLE (3,164,182). BETWEEN 2013 AND 2018, THE TOTAL POPULATION OF ORANGE COUNTY INCREASED BY 112,411, WHICH INDICATES A POPULATION GROWTH RATE OF 3.7% DURING THE FIVE-YEAR PERIOD. IN GENERAL, ORANGE COUNTY'S POPULATION GROWTH RATE IS COMPARABLE TO THE STATE POPULATION GROWTH OF 3.9%. TABLE 4 OF THE 2019 CHNA PROVIDES FURTHER DETAILS. GENDER FROM THE TOTAL ORANGE COUNTY POPULATION, HOAG HOSPITAL SERVES APPROXIMATELY 2M PEOPLE (1,977,308). FEMALES COMPRISED A SLIGHTLY HIGHER PERCENTAGE (51%) OF THE TOTAL POPULATION SERVED BY HOAG HOSPITAL COMPARED TO MALES (50%). THESE NUMBERS ARE SIMILAR ACROSS ORANGE COUNTY AND CALIFORNIA. AGE IN 2018, THE MEDIAN AGE OF ORANGE COUNTY RESIDENTS WAS 38 YEARS. IT IS EXPECTED THAT THE ADULT POPULATION 18 YEARS AND OLDER WILL INCREASE BY 4.4% (107,213) BY 2023 (0.9% GROWTH RATE PER YEAR). THE AGE DISTRIBUTION OF THE HOAG SERVICE AREA IS 22% CHILDREN AND YOUTH, 64% ADULTS, AND 14% SENIORS 65 AND OLDER. TABLE 5 OF THE 2019 CHNA DETAILS THE AGE DISTRIBUTION OF COMMUNITY MEMBERS IN THE HOAG SERVICE AREA COMPARED TO ORANGE COUNTY AND CALIFORNIA. THE SENIOR POPULATION IN THE HOAG SERVICE IS COMPARABLE ACROSS ORANGE COUNTY AND CALIFORNIA IN GENERAL (14% RESPECTIVELY). THE PERCENTAGE OF YOUTH AND YOUNG ADULTS IS SLIGHTLY LOWER COMPARED TO THE COUNTY AND STATE LEVEL. RACE AND ETHNICITY IN 2018, THE THREE MAJOR RACIAL AND ETHNIC GROUPS IN THE HOAG SERVICE AREA WERE: CAUCASIANS (64%), HISPANIC/LATINOS (31%), AND ASIANS (22%). THESE FIGURES ARE LOWER THAN THE PROPORTION OF THE POPULATION IN ORANGE COUNTY PERTAINING TO THESE RACIAL AND ETHNIC GROUPS EXCEPT FOR BLACK OR AFRICAN AMERICANS (2%). TABLE 6 OF THE 2019 CHNA DISPLAYS THE RACE AND ETHNICITY PROPORTIONS OF HOAG, ORANGE COUNTY, AND CALIFORNIA. LANGUAGE THE U.S. CENSUS BUREAU DEFINES THOSE WITH "LIMITED ENGLISH" AS THE POPULATION 5 YEARS AND OLDER WHO SPEAK ENGLISH "LESS THAN VERY WELL." THE PERCENTAGE OF THE POPULATION IN THE HOAG SERVICE AREA WHO FALL WITHIN THIS CATEGORY OF ENGLISH PROFICIENCY IS 18%, WHICH IS SLIGHTLY COMPARABLE TO THAT OF THE COUNTY (18%). FROM THOSE WITH LIMITED ENGLISH SKILLS, THE PREDOMINANT LANGUAGE WITHIN THE HOAG SERVICE AREA IS SPANISH (53%), FOLLOWED BY ASIAN AND PACIFIC ISLANDER LANGUAGES (39%). SEE TABLE 8 OF THE 2019 CHNA. HOUSEHOLD SIZE AND MEDIAN HOUSEHOLD INCOME THERE ARE A TOTAL OF 676,685 OCCUPIED HOUSING UNITS IN THE SERVICE AREA OF WHICH 32% ARE 2 PERSON HOUSEHOLDS, WHICH IS COMPARABLE TO THE COUNTY STATES' OF 31% (TABLE 9). IN GENERAL, THE AVERAGE HOUSEHOLD SIZE IN THE HOAG SERVICE AREA IS 2.84 WHICH IS SLIGHTLY LOWER THAN THE AVERAGE HOUSEHOLD SIZE IN THE COUNTY (3.02) AND THE STATE'S AVERAGE (2.96). ONE OF THE MOST INFLUENTIAL SOCIAL DETERMINANTS OF HEALTH IS INCOME. A HOUSEHOLD'S INCOME WILL DETERMINE A FAMILY'S ABILITY AND RESOURCES TO ACCESS HEALTH CARE OR CONTINUE RECEIVING IT. POVERTY AS OF 2018, 11% OF THE HOAG SERVICE AREA POPULATION WAS LIVING 100% BELOW THE FEDERAL POVERTY LEVEL WHICH WAS COMPARABLE TO THAT OF THE COUNTY IN (11%) AND STATE (12%). IN THE HOAG SERVICE AREA, 29% OF THE POPULATION UNDER 18 YEARS WERE LIVING BELOW 100% THE FEDERAL POVERTY LEVEL. ADDITIONALLY, DATA OUTLINED IN THE 2019 - AN EQUITY PROFILE OF ORANGE COUNTY REPORT FOUND THAT PEOPLE OF COLOR ARE MORE LIKELY TO BE IN POVERTY OR AMONG THE WORKING POOR. POVERTY WAS FOUND TO BE HIGHEST AMONG LATINOS AND NATIVE AMERICANS; WITH LATINOS HAVING THE HIGHEST SHARE OF WORKING POOR. FOR MORE DETAILS ON THIS INFORMATION, PLEASE REFER TO THE 2019 CHNA AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/ OTHER HOSPITALS IN THE AREA INCLUDE, BUT ARE NOT LIMITED TO: - AHMC ANAHEIM REGIONAL MEDICAL CENTER - ANAHEIM - ANAHEIM GENERAL HOSPITAL (ANAHEIM, BUENA PARK) - CHAPMAN MEDICAL CENTER - ORANGE - CHILDREN'S HOSPITAL AT MISSION - MISSION VIEJO - CHILDREN'S HOSPITAL OF ORANGE COUNTY - ORANGE - FOUNTAIN VALLEY RGNL HOSP AND MED CTR - FOUNTAIN VALLEY - GARDEN GROVE HOSPITAL AND MEDICAL CENTER - GARDEN GROVE - HUNTINGTON BEACH HOSPITAL - HUNTINGTON BEACH - KAISER PERMANENTE (IRVINE, ANAHEIM) - KINDRED HOSPITAL (SANTA ANA, WESTMINSTER) - LA PALMA INTERCOMMUNITY HOSPITAL - LA PALMA - MISSION HOSPITAL LAGUNA BEACH - LAGUNA BEACH - MISSION HOSPITAL REGIONAL MEDICAL CENTER - MISSION VIEJO - ORANGE COAST MEMORIAL MEDICAL CENTER - FOUNTAIN VALLEY - SADDLEBACK MEMORIAL MEDICAL CENTER (LAGUNA HILLS/SAN CLEMENTE) - ST. JOSEPH HOSPITAL - ORANGE - ST. JUDE MEDICAL CENTER - FULLERTON - UNIVERSITY OF CALIFORNIA IRVINE MEDICAL CENTER - ORANGE - WESTERN MEDICAL CENTER - SANTA ANA
SCHEDULE H, PART VI, LINE 5	PROMOTION OF COMMUNITY HEALTH HOAG MEMORIAL HOSPITAL PRESBYTERIAN PROVIDES VITAL COMMUNITY HEALTH SERVICES AND ADDRESSES THE NEEDS OF THE UNINSURED AND UNDERINSURED THROUGH ITS FINANCIAL ASSISTANCE PROGRAM PROVIDING FREE AND DISCOUNTED CARE. HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS COMMITTED TO PROMOTING THE HEALTH AND QUALITY OF LIFE IN ITS SURROUNDING COMMUNITY. THIS IS DEMONSTRATED THROUGH THE FOLLOWING MECHANISMS: - COMMUNITY BENEFIT STAFF CONTINUOUSLY ASSESS THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. - HOAG HOSPITAL AND SHARE OUR SELVES CORPORATION (SOS) HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984. THIS LONG-STANDING RELATIONSHIP BETWEEN SOS AND HOAG HAS ENSURED PRIMARY CARE SERVICES FOR THE MOST VULNERABLE WITH STRATEGIC GOALS THAT WORK TO IMPROVE THE OVERALL WELL-BEING OF OUR SHARED COMMUNITY. THIS COLLABORATIVE PARTNERSHIP HAS ENABLED AN INCREASED ACCESS TO PRIMARY CARE ALLOWING FOR TIMELY, EFFICIENT, AND QUALITY HEALTH CARE FOR THOSE IN NEED AS WELL AS REDUCED UTILIZATION OF EMERGENCY DEPARTMENT DUE TO ACCESS FOR MEDICAL CARE AT SOS. - HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY CENTER (AFC) WHICH IS COMMITTED TO THE MISSION OF IMPROVING THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. HOAG HOSPITAL OWNS THE AFC FACILITY AND PROVIDES IT AT NO CHARGE, INCLUDING MAINTENANCE SERVICES AS SPECIFIED IN THE LEASE, TO THE AGENCY. ADDITIONALLY, THE HOSPITAL PROVIDES ANNUAL OPERATING AND TRANSPORTATION GRANTS. - HOAG HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY THROUGH A CREDENTIALING PROCESS. MEMBERSHIP AND PRIVILEGES ARE GRANTED TO QUALIFIED MD'S, DO'S, AND OTHER ALLIED HEALTH PROFESSIONALS BY THE MEDICAL STAFF AND HOAG HOSPITAL BOARD OF DIRECTORS. - AS A NOT-FOR-PROFIT INSTITUTION, GOVERNANCE IS PROVIDED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF 15 VOTING MEMBERS. A MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA AND ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS. - THE BOARD OF DIRECTORS ALLOCATE A SIGNIFICANT PORTION OF THE NET OPERATING INCOME TO PROMOTING THE HEALTH OF THE COMMUNITY, SPECIFICALLY SERVING THE NEEDS OF THE UNINSURED AND LOW INCOME COMMUNITIES THROUGH CHARITY CARE AND A VARIETY OF FREE OR LOW COST SERVICES AND PROGRAMS PROVIDED BY THE DEPARTMENT OF COMMUNITY HEALTH. - IN AN EFFORT TO INCREASE THE COMMUNITY POOL OF AVAILABLE TRAINED AND EDUCATED HEALTH PROFESSIONALS, HOAG INVESTS ANNUALLY IN HEALTH PROFESSIONAL TRAINING AND DEVELOPMENT. THE HOSPITAL CURRENTLY WORKS WITH A NUMBER OF PROFESSIONAL GROUPS IN THIS ENDEAVOR, INCLUDING NURSES, PHYSICAL THERAPISTS, PHARMACISTS, LABORATORY PROFESSIONALS, SOCIAL WORKERS, AND CLINICAL CARE EXTENDERS. - HOAG PROVIDES UNCOMPENSATED CARE (CHARITY) TO PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE. HOAG'S CHARITY CARE AND SELF-PAY DISCOUNT POLICY STATES THAT SELF-PAY AND UNINSURED PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE MAY QUALIFY FOR CHARITY OR DISCOUNTS ON A SLIDING SCALE FOR INCOMES UP TO 400% OF THE FEDERAL POVERTY LEVEL. TOTAL QUANTIFIABLE COMMUNITY BENEFIT EXPENDITURES (EXCLUDING MEDICARE COST OF UNREIMBURSED CARE) FOR CY2020 AMOUNTED TO OVER $70 MILLION. THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING (MHSCHL) IS A ROBUST ONE-STOP SHOP OF INTERCONNECTED AND SUPPORTIVE SERVICES THAT PROMOTE HEALTH AND WELL-BEING. THE CENTER HOUSES A WIDE VARIETY OF NON-PROFIT PARTNER AGENCIES AND THE PROGRAMS THAT ADDRESS KEY ISSUES AFFECTING THE HEALTH OF OUR COMMUNITY. A KEY COMPONENT WHICH MAKES THE COLLABORATIVE UNIQUE AND IS ESSENTIALLY THE GLUE BETWEEN THE COMMUNITY AND THE CENTER, IS OUR CENTRALIZED REGISTRATION AND CASE MANAGEMENT TEAM. THIS TEAM ASSURES THAT ALL CLIENT'S COMING INTO THE CENTER FILL OUT A SCREENER WHICH SEEKS TO IDENTIFY; SOCIO-ECONOMIC STRESSORS, POTENTIAL HEALTH RISKS, MENTAL AND EMOTIONAL HEALTH ISSUES, LEGAL ISSUES, ACCESS TO HEALTH CARE, AND OTHER LIFE STRESSORS THAT CAN AFFECT ONE'S QUALITY OF LIFE. OUR CASE-MANAGEMENT TEAM PLAYS A CRITICAL ROLE IN LINKING CLIENTS TO THE APPROPRIATE SERVICES, WHILE ALSO MONITORING CLIENT'S PROGRESSION THROUGH THE REFERRAL PROCESS.
SCHEDULE H, PART VI, LINE 6	AFFILIATED HEALTH CARE SYSTEM ON JULY 1, 2016, PROVIDENCE HEALTH & SERVICES (PHS) AND ST. JOSEPH HEALTH SYSTEM (SJHS) ENTERED INTO A BUSINESS COMBINATION AGREEMENT. BY COMING TOGETHER, PROVIDENCE SEEKS TO BETTER SERVE ITS COMMUNITIES THROUGH GREATER PATIENT AFFORDABILITY, OUTSTANDING CLINICAL CARE, IMPROVEMENTS TO THE PATIENT EXPERIENCE AND INTRODUCTION OF NEW SERVICES WHERE THEY ARE NEEDED MOST. TOGETHER, OUR CAREGIVERS SERVE IN 51 HOSPITALS, 1,085 CLINICS ACROSS ALASKA, CALIFORNIA, MONTANA, NEW MEXICO, OREGON, TEXAS AND WASHINGTON.
SCHEDULE H, PART VI, LINE 7	STATE FILING OF COMMUNITY BENEFIT REPORT CALIFORNIA

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (86 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Academy of International Dance
2025 South Main St	Santa Ana	CA	92707	262657759	501 (c) (3)	$20,000	PROGRAM SUPPORT
Access California Services
631 South Brookhurst Street	Anaheim	CA	92804	330826205	501 (c) (3)	$150,000	Access to Health Coverage and Mental Health Services
Age Well Senior Services (S County Sr Svc)
24300 El Toro Rd Bldg A Ste 2000	Laguna Woods	CA	92637	931163563	501 (c) (3)	$125,000	Senior Transportation, Operations of programs, Mobile Meals
Alzheimer's Family Services Center
9451 Indianapolis Ave	Huntington Beach	CA	92646	953463978	501 (c) (3)	$2,255,508
Alzheimers Orange County
2515 McCabe Way Suite 200	Irvine	CA	92614	953702013	501 (c) (3)	$110,000
American Academy of Pediatrics
5000 Campus Drive	Newport Beach	CA	92660	953731523	501 (c) (3)	$100,000
American Red Cross
600 Parkcenter	Santa Ana	CA	92705	530196605	501 (c) (3)	$60,000
Big Brothers Big Sisters of Orange County
1801 E Edinger Ave Ste 100	Santa Ana	CA	92705	951992702	501 (c) (3)	$100,000
Boys and Girls Club of Huntington Valley
16582 Brookhurst st	Fountain Valley	CA	92708	956192466	501 (c) (3)	$25,689
Bracken's Kitchen
9643 Turtle Dove Ave	Fountain Valley	CA	26708	462633171	501 (c) (3)	$70,000
Braille Institute
741 N Vermont Ave	Los Angeles	CA	90029	951641426	501 (c) (3)	$50,000
Build Futures
18822 Beach Blvd21	Huntington Beach	CA	92648	900629740	501 (c) (3)	$50,000
Casa Teresa Inc
PO Box 429	Orange	CA	92856	953251986	501 (c) (3)	$50,000
Catholic Charities of OC
1820 E 16th Street	Santa Ana	CA	92701	953031389	501 (c) (3)	$75,000
Charitable Ventures
4041 Macarthur ste 510	Newport Beach	CA	92660	208756660	501 (c) (3)	$35,000
Child Guidance Center Inc
525 Cabrlito Park Dr Ste 300	Santa Ana	CA	92701	952546170	501 (c) (3)	$50,000
Children's Bureau of Southern California
50 S Anaheim Blvd 241	Anaheim	CA	92805	951690675	501 (c) (3)	$25,641	PROGRAM SUPPORT
Childrens Hospital Orange County (CHOC)
455 S Main St	Orange	CA	92868	952321786	501 (c) (3)	$672,705
CHOC Foundation
455 S Main St	Orange	CA	92868	956097416	501 (c) (3)	$594,671
City of Costa Mesa
PO Box 1200 695 W 19th St	Costa Mesa	CA	92627	956005030	GOVT	$125,000
City of Huntington Beach
1718 Orange Ave	Huntington Beach	CA	92648	956000723	GOVT	$150,000
City of Newport Beach
PO Box 269110- Fire Dept	Sacramento	CA	92858	956000751	GOVT	$125,000
Community Action Partnership of OC
11870 Monarch St	Garden Grove	CA	92841	952452787	501 (c) (3)	$50,000
Community for Innovations Entrepreneurship (CIELO
16787 Beach Blvd Ste233	Huntington Beach	CA	92647	611495237	501 (c) (3)	$70,000
Community Health Initiative of OC
1505 E 17th St Suite 121	Santa Ana	CA	92705	472671013	501 (c) (3)	$55,000
Community Senior Serve
1200 N Knollwood Circle	Anaheim	CA	92801	952771715	501 (c) (3)	$75,000
Council on Aging Orange County
1971 E 4th St Suite 200	Santa Ana	CA	92705	952874089	501 (c) (3)	$217,250
Crime Survivors Inc
PO Box 54552	Irvine	CA	92619	300229425	501 (c) (3)	$35,000
Epilepsy Support Network of OC
1500 Adams St Suite 301	Costa Mesa	CA	92626	270681680	501 (c) (3)	$70,000
Families Forward
8 Thomas	Irvine	CA	92618	330086043	501 (c) (3)	$100,000
Friendship Shelter
PO Box 4252	Laguna Beach	CA	92652	330219404	501 (c) (3)	$25,000
Girls Inc
1815 Anaheim Ave	Costa Mesa	CA	92627	951810150	501 (c) (3)	$215,000
Healthy Smiles
2101 E 4th St Suite 220	Santa Ana	CA	92705	383675065	501 (c) (3)	$50,000
Human Options
PO Box 53745	Irivne	CA	92619	953667817	501 (c) (3)	$124,789
Illumination Foundation
1091 N Batavia	Orange	CA	92867	711047686	501 (c) (3)	$12,263
Innovative Housing Opportunities
501 N Golden Circle Ste 100	Santa Ana	CA	92705	953068902	501 (c) (3)	$50,000
Irvine Adult Day Health Services
20 Lake Road	Irvine	CA	92604	330599371	501 (c) (3)	$75,000
Kiwanis Foundation
PO Box 4544	Huntington Beach	CA	92647	330762548	501 (c) (3)	$20,000
Laguna Beach Seniors Inc
380 Third St	Laguna Beach	CA	92651	952983350	501 (c) (3)	$50,000
Latino Health Access
450 W 4th Street Ste130	Santa Ana	CA	92701	330562943	501 (c) (3)	$213,000
Laurel House
13722 Fairmont Way	Tustin	CA	92780	330098433	501 (c) (3)	$40,000	PROGRAM SUPPORT
Mary's Shelter
18221 E 17 Street	Santa Ana	CA	92705	330203768	501 (c) (3)	$50,000	PROGRAM SUPPORT
Mercy House
PO Box 1905	Santa Ana	CA	92701	330315864	501 (c) (3)	$50,000	PROGRAM SUPPORT
Miracles for Kids
17848 Sky Park Cycle Ste C	Irvine	CA	92614	912160616	501 (c) (3)	$50,000	PROGRAM SUPPORT
MOMS
1128 W Santa Ana Blvd	Santa Ana	CA	92703	330518078	501 (c) (3)	$200,000
Moonridge FDN Delivering W Dignity Meal
13217 Jamboree Road Ste 158	Tustin	CA	92782	611747676	501 (c) (3)	$10,000
NAMI Orange County
24822 Jeronimo Lane	Lake Forest	CA	92630	953726369	501 (c) (3)	$250,000
Newport Mesa Schools Foundation
PO Box 1368	Newport Beach	CA	92659	953545785	501 (c) (3)	$20,000
Newport -Mesa Unified School District
2045 Meyer Place Bldg B	Costa Mesa	CA	92626	952417783	GOVT	$440,000
ONE OC
1901 E Fouth St Ste 100	Santa Ana	CA	92705	952021700	501 (c) (3)	$110,000
Orange County Bar Foundation Corp
1605 E 17th Street	Santa Ana	CA	92705	237068923	501 (c) (3)	$100,000
Orange County Community Housing Corp
501 N Golden Circle Dr 200	Santa Ana	CA	92705	953221290	501 (c) (3)	$25,000
Orange County Human Relations
1801 E Edinger Ave Ste 115	Santa Ana	CA	92705	330438086	501 (c) (3)	$150,000
Orange County Rescue Mission
One Hope Drive	Tustin	CA	92782	952479552	501 (c) (3)	$20,000
Orange County United Way
18012 Michell Ave South	Irvine	CA	92614	330047994	501 (c) (3)	$170,000
Our House Grief Support Center
1439 W Chapman Ave 132	Orange	CA	92868	330529915	501 (c) (3)	$50,000
Pediatric Adolescent Diabetes Research Edu
455 S Main Street	Orange	CA	92868	330099451	501 (c) (3)	$50,000
People for Irvine Community Health
1505 E 17 Street Ste108	Santa Ana	CA	92705	330063532	501 (c) (3)	$110,000
Project Hope Alliance
1954 Placentia Ave Ste 202	Costa Mesa	CA	92627	753099628	501 (c) (3)	$69,500
Project Self Sufficiency
307 Placentia ste 203	Newport Beach	CA	92663	330597719	501 (c) (3)	$50,000
Providence Speech & Hearing Center
1301 Providence Ave	Orange	CA	92868	956154473	501 (c) (3)	$50,000
Public Law Center
601 W Civic Center Dr	Santa Ana	CA	92701	953709253	501 (c) (3)	$60,000
Radiant Health CentersAIDS Service FDN
17982 Skypark Circle Ste J	Irvine	CA	92614	330126481	501 (c) (3)	$50,000
Regents of the University of California at Irvine
120 Theory Ste200	Irvine	CA	92697	952226406	501 (c) (3)	$200,000
Save Our Youth
661 Hamilton 180	Costa Mesa	CA	92627	330585600	501 (c) (3)	$100,000
Second Harvest Food Bank
426 S West Almond Ave	Orange	CA	92866	953033494	501 (c) (3)	$130,000
Segerstrom Center for the Arts
600 Town Center Drive	Costa Mesa	CA	92626	237287150	501 (c) (3)	$50,000
Seneca OC
18302 Irvine Blvd 300	Tustin	CA	92780	942971761	501 (c) (3)	$30,000
Serving Kids Hope
2100 W Alton Ave 2	Santa Ana	CA	92704	471518476	501 (c) (3)	$100,000
Serving People In Need (SPIN)
151 Kalmus Drive ste H2	Costa Mesa	CA	92626	330329687	501 (c) (3)	$100,000	PROGRAM SUPPORT
Share Our Selves Clinic
1550 Superior Ave	Costa Mesa	CA	92627	953222316	501 (c) (3)	$726,500
Shoes that Fit
1420 N Claremont Blvd Ste 204A	Claremont	CA	91711	954425565	501 (c) (3)	$20,000
Someone Cares Soup Kitchen
720 W 19th St/ PO Box 11267	Costa Mesa	CA	92627	330279080	501 (c) (3)	$150,000
St Jeanne De Lestonnac Clinic
1215 E Chapman Ave	Orange	CA	92866	953499011	501 (c) (3)	$122,294
Strength in Support
23461 South Pointe Dr Suite 310	Laguna Hills	CA	92653	461896501	501 (c) (3)	$50,000
Susan G Komen
3191 Airport Loop Dr A	Costa Mesa	CA	92626	330487943	501 (c) (3)	$75,000
The Cambodian Family
1626 E 4th Street	Santa Ana	CA	92701	953854831	501 (c) (3)	$100,000
The Center Orange CountyGay & Lesbian Comm Svc
1605 N Spurgeon Street	Santa Ana	CA	92701	952934041	501 (c) (3)	$100,000
TIYYA Foundation
505 N Tustin Ste280	Santa Ana	CA	92705	273128801	501 (c) (3)	$25,000
Trauma Intervention Program
24301 Airporter Way	Laguna Niguel	CA	92677	330317893	501 (c) (3)	$10,000
United Cerebral Palsy of OC
980 Roosevelt Ste100	Irvine	CA	92620	951856340	501 (c) (3)	$100,000
Veterans Legal Institute
2100 N Broadway Ste209	Santa Ana	CA	92706	471608069	501 (c) (3)	$40,000
Waymakers
1221 E Dyer Ste120	Santa Ana	CA	92705	953167866	501 (c) (3)	$50,000
Wiseplace
1411 N Broadway	Santa Ana	CA	92706	951684796	501 (c) (3)	$50,000
Young Lives Redeemed
1351 E Chapman Ave Suite C	Fullerton	CA	92831	471849084	501 (c) (3)	$50,000
Youth Employment Services
114 East 19th St	Costa Mesa	CA	92627	952704522	501 (c) (3)	$100,000

Field	Value	IRS element (for citing)
Total501c3 Org	86	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS IN ORDER TO BE ELIGIBLE FOR A COMMUNITY BENEFIT GRANT, AN APPLICANT ORGANIZATION (OR FISCAL AGENT) MUST BE DESIGNATED BY THE IRS AS A TAX EXEMPT NON-PROFIT AND SUBMIT A COPY OF THEIR EXEMPT STATUS FOR VERIFICATION. THE ORGANIZATION MUST HAVE AN EXECUTIVE DIRECTOR AND AN ESTABLISHED BOARD OF DIRECTORS THAT MEETS REGULARLY. PRIOR TO FUNDING, RESEARCH IS CONDUCTED REGARDING THE REPUTATION AND PERFORMANCE OF THE ORGANIZATION. APPLICANTS MUST APPLY FOR A GRANT EACH YEAR THROUGH THE COMMUNITY BENEFIT GRANTS PROGRAM. REQUESTS MUST INCLUDE: W-9, TAX EXEMPT VERIFICATION, PREVIOUS AND CURRENT YEAR BUDGETS, PROJECT BUDGETS, LIST OF BOARD OF DIRECTORS, PROGRAM GOALS AND OBJECTIVES, AND MEASURABLE OUTCOMES FOR THE SPECIFIED PROGRAM THAT IS BEING FUNDED. AN INTERVIEW WITH THE EXECUTIVE DIRECTOR AND ONE OR MORE BOARD MEMBERS MAY BE CONDUCTED AS WELL AS A SITE VISIT IN ORDER TO FAMILIARIZE OURSELVES WITH THE ORGANIZATION AND THE PROGRAMS OFFERED. DEPARTMENT STAFF MAY ACTIVELY PARTICIPATE WITH THE ORGANIZATION BY PROVIDING IN-KIND SERVICES AND BOARD PARTICIPATION. ONCE A GRANT REQUEST HAS BEEN APPROVED AND FUNDED, WE REQUIRE A 6-MONTH PROGRESS REPORT AND A FINAL 12 MONTH REPORT ON THE IMPLEMENTATION STRATEGY AND MEASURABLE OUTCOMES. THROUGHOUT THE FUNDING PERIOD OF A SPECIFIED PROGRAM, THERE MAY BE OCCASIONAL MEETINGS WITH THE DIRECTOR AND PROGRAM PERSONNEL TO RECEIVE REPORTS ON PROGRESS AND UPDATES OF THE ACTIVITIES CONDUCTED AS WELL AS THE NUMBER OF INDIVIDUALS SERVED. THIS PROCESS ALLOWS US TO MONITOR THAT THE GRANT FUNDS ARE BEING USED FOR THE INTENDED PURPOSES.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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
ROBERT BRAITHWAITE
CEO/PRES/BD MBR HHF/PRES HC	$783,220	$0	$1,340,000	$0	$4,142	$0	$194,762	$0	$19,192	$0	$2,341,316	$0	$0	$0
SANFORD SMITH
SVP REAL ESTATE & FACILITIES	$401,342	$0	$259,405	$0	$6,224	$0	$35,175	$0	$12,079	$0	$714,225	$0	$0	$0
MARTIN FEE
SENIOR VP/CCO	$366,804	$0	$264,608	$0	$4,951	$0	$43,455	$0	$913	$0	$680,731	$0	$0	$0
FLYNN ANDRIZZI
SVP/PRES HHF/BOARD MEMBER HCS	$462,850	$0	$219,922	$0	$19,304	$0	$43,897	$0	$22,777	$0	$768,750	$0	$0	$0
MICHAEL BRANT-ZAWADZKI
EXECUTIVE MEDICAL DIRECTOR	$453,564	$0	$274,073	$0	$13,712	$0	$35,175	$0	$13,665	$0	$790,189	$0	$0	$0
KRIS V IYER MD
SVP & CAO & CHAIR HMTS/BD HC	$419,057	$0	$315,585	$0	$10,647	$0	$33,750	$0	$21,426	$0	$800,465	$0	$0	$0
JAN BLUE
SVP HUMAN RESOURCES	$400,626	$0	$311,308	$0	$10,239	$0	$35,175	$0	$8,057	$0	$765,405	$0	$0	$0
ALLYSON BROOKS MD
EXEC DIR MED WOMENS HEALTH	$385,572	$0	$233,666	$0	$5,447	$0	$33,750	$0	$22,099	$0	$680,534	$0	$0	$0
DORI HOLNAGEL
VP CLINICAL INSTITUTES	$276,091	$0	$164,514	$0	$4,962	$0	$21,375	$0	$8,698	$0	$475,640	$0	$0	$0
RODNEY HOCHMAN MD
BD MEMBER/PSJH PRESIDENT/CEO	$0	$1,773,896	$0	$6,709,440	$0	$816,258	$0	$782,925	$0	$30,876	$0	$10,113,395	$0	$751,800
CARMELLA A CASSETTA
VP CIO IT OPERATIONS	$296,876	$0	$177,765	$0	$17,087	$0	$14,250	$0	$11,710	$0	$517,688	$0	$0	$0
MARGARET T CONK
SVP CHIEF CLINICAL INSTITUTE	$400,348	$0	$202,011	$0	$3,096	$0	$39,500	$0	$6,169	$0	$651,124	$0	$0	$0
ANDREW GUARNI
SVP & CFO/PRES HMTS/SEC HC	$473,818	$0	$352,620	$0	$12,481	$0	$49,696	$0	$8,869	$0	$897,484	$0	$0	$0
RICHARD MARTIN
SVP & CHIEF NURSING OFFICER	$443,842	$0	$320,185	$0	$27,039	$0	$67,339	$0	$8,898	$0	$867,303	$0	$0	$0
MARCY BROWN
SVP & CHO	$483,753	$0	$346,780	$0	$2,745	$0	$36,021	$0	$11,905	$0	$881,204	$0	$0	$0
JENNIFER MITZNER
VP EXEC/CEO HOI/CEO HC	$562,932	$0	$463,339	$0	$4,618	$0	$74,100	$0	$22,894	$0	$1,127,883	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J, PART I, LINE 4B	FormAndLineReferenceDesc
Explanation	SUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. CERTAIN EXECUTIVES PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDED BY A RELATED ENTITY. THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT DURING THE CURRENT YEAR: RICHARD MARTIN - $23,614 ROBERT BRAITHWAITE - $176,237 ANDREW GUARNI - $15,946 FLYNN ANDRIZZI - $17,722 MARTIN FEE - $9,705 JENNIFER MITZNER - $33,225 MARCY BROWN - $17,496 MARGARET T. CONK - $5,750 ENTITIES WITHIN THE PROVIDENCE SYSTEM SPONSOR NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS FOR CERTAIN EXECUTIVES. THE PLANS PROVIDE FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND, DEPENDING ON THE PLAN, ARE SUBJECT TO EITHER A THREE YEAR, AGE 59 1/2 OR A FIVE YEAR, AGE 65 VESTING SCHEDULE. UNTIL THE EXECUTIVE PROVIDES THESE SUBSTANTIAL FUTURE SERVICES, THESE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE AT RISK, AND WILL BE FORFEITED IF THE EXECUTIVE LEAVES THE ORGANIZATION BEFORE REACHING HER OR HIS VESTING DATE. THE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE INCLUDED IN COLUMN (C) AS A NONTAXABLE BENEFIT IN THE YEAR THE CONTRIBUTION IS CREDITED TO THE EXECUTIVE'S ACCOUNT, AND ARE INCLUDED AGAIN ON THE FORM 990 IN COLUMN (B)(III) IF AND WHEN THE AMOUNT BECOMES VESTED IN A FUTURE YEAR, AS THE FORM 990 REQUIRES. THE FOLLOWING INDIVIDUAL RECEIVED A PAYOUT DURING THE CURRENT YEAR: RODNEY HOCHMAN, MD - $751,800	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	CHRISTOPHER CHEWENS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SEE PART V	RelationshipDescriptionTxt
Transaction	$162,531	TransactionAmt
Transaction	SEE PART V	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	BUSINESS RELATIONSHIPS	FormAndLineReferenceDesc
Explanation	LINE (1) - JEFFREY MARGOLIS, BOARD MEMBER OF HMHP, IS THE FATHER-IN-LAW OF CHRISTOPHER CHEWENS WHO IS AN EMPLOYEE OF HOAG.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A	The Hoag Memorial Hospital Presbyterian Community Benefit Program was formalized in 1995 and has grown significantly since that time. We have served over 100 nonprofit community organizations in a variety of health and social service categories. We continue to emphasize the development of sustained collaborative relationships and the provision of unduplicated services to disadvantaged residents in our community as core elements of the program. Hoag's nonprofit regional health care delivery network consists of two acute-care hospitals - Hoag Hospital Newport Beach, which opened in 1952, and Hoag Hospital Irvine, which opened in 2010 - in addition to 14 urgent care centers and nine health centers, and has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Renowned for its excellence, specialized health care services and exceptional physicians and staff, Hoag is admired as one of California's leading hospitals. It is one of the county's largest employers with approximately 6,800 employees and more than 2,000 volunteers. Hoag's network of more than 1,700 physicians represents 52 different specialties. Hoag is a designated Magnet hospital by the American Nurses Credentialing Center (ANCC) and is fully accredited by DNV. Hoag offers a variety of health care services to treat virtually any routine or complex medical condition. Through its medical staff, state-of-the-art equipment and modern facilities, Hoag provides a full spectrum of health care services including six institutes that provide specialized services in the following areas: cancer, heart and vascular, neurosciences, women's health, digestive health and orthopedics through Hoag's affiliate, Hoag Orthopedic Institute, which consists of an orthopedic hospital and four ambulatory surgical centers. To further Hoag's commitment to provide comprehensive care to the communities we serve, Hoag Medical Group was established in 2012 with the core values of excellence, innovation and compassion. The physician group comprises specialists and subspecialists in internal medicine, family medicine, pediatrics, geriatrics, acupuncture, neuromusculoskeletal, endocrinology, genetics, rheumatology, diabetes, allergy & immunology and HIV medicine. Hoag was once again the highest ranked hospital in Orange County in the 2020-2021 U.S. News & World Report. This marks the fourth year in a row Hoag has achieved this level of recognition. The organization was ranked the #4 hospital in the Los Angeles Metro Area and the #8 hospital in California. Additionally, Hoag was #27 in Neurology & Neurosurgery, #29 in Diabetes & Endocrinology, #33 in Pulmonology & Lung Surgery, #35 in Orthopedics, #37 in Gynecology, #38 in Gastroenterology and GI Surgery, and #40 in Geriatrics. Hoag ranked high performing in Cancer, Nephrology and Urology as well as in all ten common adult procedures including: Abdominal Aortic Aneurysm Repair, Aortic Valve Surgery, Colon Cancer Surgery, Chronic Obstructive Pulmonary Disease (COPD), Heart Bypass Surgery, Heart Failure, Hip Replacement, Knee Replacement, Lung Cancer Surgery, and Transcatheter Aortic Valve Replacement (TAVR).For an unprecedented 23 years, residents of Orange County have chosen Hoag as one of the county's best hospitals in a local newspaper survey. The Department of Community Health provides direct services and collaborates with other not-for-profit community-based organizations to promote the health of our communities. The department coordinates Hoag's Community Benefit activities, driven by the health needs of our surrounding communities, which are regularly reviewed in an ongoing manner. Hoag's Community Benefit Program is guided by five Core Principles: 1. Emphasis on Disproportionate Unmet Health-Related Needs (DUHN) - We concentrate on residents who have a high prevalence of severity for a particular health concern; and on residents with multiple health problems and limited access to timely high-quality health care. 2. Emphasis on Primary Prevention - We focus on program activities that address the underlying causes of persistent health problems as part of a comprehensive strategy to improve health status and quality of life in local communities. 3. Build a Seamless Continuum of Care - We work to develop and sustain operational linkages between clinical services and community health improvement activities to manage chronic illnesses among uninsured and publicly insured populations. 4. Build Community Capacity - We target our charitable resources to mobilize and strengthen existing effective community health services. 5. Emphasis on Collaborative Governance - We emphasize Networking to exchange information; Coordination of synergistic activities; Cooperation in sharing resources; and Collaboration to enhance the combined capacity of our community health partners. The department provides services which are unduplicated in the community. These currently include mental health services, community nurse navigation, community-based program grants, and other health and wellness programs and services. In order to promote effective access to health care and related services, the department works in collaboration with a number of not-for-profit community-based organizations to provide insurance coverage as well as free services to underserved and vulnerable residents, many of whom are undocumented. Charity care is an integral component of the benefit that Hoag provides to the community. The current hospital Charity Care and Self Pay Discount Policy provides assistance on a sliding scale for uninsured and self-pay patients with family incomes up to 400% of the Federal Poverty Level. PROGRAM SERVICE ACCOMPLISHMENTS MENTAL HEALTH CENTER - PROVIDED MENTAL HEALTH SERVICES TO 630 CLIENTS IN THE FORM OF PSYCHOTHERAPY. - RESOURCE BROKERING, AND/OR CASE MANAGEMENT PROVIDED TO 310 INDIVIDUALS. - OFFERED PSYCHOTHERAPEUTIC, PSYCHO EDUCATIONAL GROUPS AND COMMUNITY PRESENTATIONS RESULTING IN 1636 ENCOUNTERS. - A SAMPLING OF THE TRAININGS OFFERED INCLUDED: ASIST FOR SUICIDE ASSESSMENT AND INTERVENTION, ACES INTERFACE, NAMI PROVIDER TRAINING AND LAW AND ETHICS. THE NUMBER OF PROFESSIONALS TRAINED FOR CY20 WAS 345 - PROVIDED A SUPERVISED CLINICAL INTERNSHIP TRAINING PROGRAM FOR 8 MSW (MASTER OF SOCIAL WORK) STUDENTS. EACH INTERN WAS PROVIDED WITH WEEKLY ONE-HOUR LONG SUPERVISION AND ONE AND A HALF HOUR LONG GROUP SUPERVISION - TRAINED 5 YOGA THERAPY INTERNS IN COLLABORATION WITH BE THE CHANGE YOGA AND ALCHEME YOGA THERAPY. COMMUNITY BENEFIT GRANTS PROGRAM - 70 GRANTS FUNDED TOTALING OVER $3M - PRIORITY FOCUS AREAS INCLUDED: ACCESS TO CARE, ECONOMIC SECURITY, MENTAL HEALTH, AND PREVENTION OF CHRONIC DISEASE AND MANAGEMENT, WOMEN's HEALTH, AND SUBSTANCE USE. MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING - 267 individuals were served by Cielo's economic self-sufficiency programming - 81 families received services with Project Self-Sufficiency - 2710 individuals received services through SPIN (Serving People in Need) - 2,583 encounters for Girls Inc's after school homework, resiliency programming, and STEM activities (boys and girls) - 1,383 individuals served through wellness classes such as yoga, Zumba and other fitness classes - 441 individuals participated in a NAMI class/support group - 1765 individuals had a community encounter with a Promotora - 59 individuals were either visited at home or met with a Promotora onsite to discuss mental health services - 40 Promotor mental health education presentation/support groups - 272 Individuals served through COVID crisis response team. - 5663 Crisis response & resource brokering - 10,678 Individuals received food assistance - 149 Rental Assistance Applications - $13,455 Emergency gift cards - 240 individuals have received legal consultation or representation from the Public Law Center, focusing on Family Law - divorce, DV, child custody etc.
FORM 990, PART VI, LINE 2	BUSINESS RELATIONSHIPS OFFICER ROBERT BRAITHWAITE, OFFICER ANDREW GUARNI, AND BOARD MEMBER PAUL HEESCHEN HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 6	MEMBERS OR STOCKHOLDERS THE MEMBERS OF THE CORPORATION CONSIST OF THE FOLLOWING: I. COVENANT HEALTH NETWORK INC. ("CHN") II. THE GEORGE HOAG FAMILY FOUNDATION ("GHF FOUNDATION") III. THE CONSTITUENT REFORMED PRESBYTERIAN CHURCHES LOCATED IN ORANGE COUNTY, CALIFORNIA WHICH INCLUDE DENOMINATIONS OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) AND ECO: A COVENANT ORDER OF EVANGELICAL PRESBYTERIANS, AS REPRESENTED BY THE ASSOCIATION OF PRESBYTERIAN MEMBERS (THE "APM"), AND IV. SUCH INDIVIDUAL MEMBERS AS MAY BE APPOINTED BY THE GHF FOUNDATION OR THE APM UP TO A MAXIMUM OF FORTY-EIGHT (48) INDIVIDUAL MEMBERS TO BE DIVIDED EQUALLY BETWEEN THE GHF FOUNDATION AND THE APM.
FORM 990, PART VI, LINE 7A	POWER TO ELECT OR APPOINT DIRECTORS HOAG HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT DIRECTORS TO THE HOAG BOARD. ALL APPOINTMENTS THAT COME FROM THE GOVERNANCE COMMITTEE OF THE HOAG BOARD AS NOMINATIONS MUST BE APPROVED BY AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY THE GHF FOUNDATION, THE APM, AND THE INDIVIDUAL MEMBERS (IF ANY), AT SUCH ANNUAL MEETING OF THE MEMBERS, PROVIDED THAT SUCH MAJORITY INCLUDES THE AFFIRMATIVE VOTE OF THE GHF FOUNDATION AND THE AFFIRMATIVE VOTE OF THE APM, SUBJECT TO FINAL APPROVAL BY REQUISITE VOTE OF THE CHN BOARD OF DIRECTORS. THE REQUISITE VOTE OF THE CHN BOARD OF DIRECTORS MEANS THE AFFIRMATIVE VOTE OF NOT LESS THAN FIVE (5) OF THE SEVEN (7) DIRECTORS OF CHN, INCLUDING THE VOTE OF AT LEAST THREE (3) OF THE FOUR (4) DIRECTORS DESIGNATED BY PROVIDENCE ST. JOSEPH HEALTH, AND THE VOTE OF AT LEAST TWO (2) OF THE THREE (3) DIRECTORS DESIGNATED BY THE GHF FOUNDATION AND THE APM. IF SUCH ANNUAL MEETING IS NOT HELD OR DIRECTORS ARE NOT ELECTED THEREAT, THE DIRECTORS MAY BE ELECTED AT ANY SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE BY THE SAME VOTE AS IS REQUIRED AT ANY ANNUAL MEETING, BUT SUBJECT IN ALL INSTANCES TO FINAL APPROVAL BY THE REQUISITE VOTE OF THE CHN BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7B	DECISIONS RESERVED TO MEMBERS OR STOCKHOLDER THE ORGANIZATION IS SUBJECT TO THE COVENANT HEALTH NETWORK, INC. GOVERNANCE MATRIX THAT OUTLINES VARIOUS RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE. THE GOVERNANCE MATRIX PROVIDES FOR APPROVAL BY THE CHN BOARD AND, IN SOME CASES, FINAL APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM ("SJHS") BOARD. EXAMPLES REQUIRING SJHS BOARD APPROVAL INCLUDE CHANGES TO THE STATEMENT OF COMMON VALUES, FINANCING, THE ANNUAL CONSOLIDATED BUDGET, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLANS, APPOINTMENT OR REMOVAL OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, AND JOINT VENTURES. A SUPERMAJORITY VOTE OF THE CHN BOARD IS REQUIRED TO APPROVE ANY MERGER OR SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, APPROVAL AND REMOVAL OF THE HOAG BOARD OF DIRECTORS, OR AMENDMENT OF BYLAWS AND ARTICLES. THE POWERS AND RESPONSIBILITIES OF THE MEMBERS OF THE CORPORATION INCLUDE, BUT ARE NOT LIMITED TO: (A) TO ASSURE THE BOARD OF DIRECTORS CARRIES OUT THE CORPORATION'S MISSION; (B) TO CONSIDER THE QUALIFICATIONS OF DIRECTORS TO BE ELECTED TO THE BOARD OF DIRECTORS; (C) TO APPROVE ANY AMENDMENT, MODIFICATION OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (D) TO APPROVE THE ELECTION, APPOINTMENT OR REMOVAL OF ANY DIRECTOR OF THE CORPORATION; AND (E) TO APPROVE ANY SALE, TRANSFER CONVEYANCE OR OTHER DISPOSITION OF ALL, SUBSTANTIALLY ALL OR A MATERIAL PORTION OF THE ASSETS OF THE CORPORATION, OR ANY MERGER, CONSOLIDATION, AFFILIATION OR DISSOLUTION OF THE CORPORATION. IN ADDITION, THE FOLLOWING ACTIONS ARE RESERVED TO THE GHF FOUNDATION AND THE APM: (A) ANY CHANGE IN THE NAME OF OR UTILIZED BY THE CORPORATION (OTHER THAN ANY CHANGE THAT WOULD REQUIRE AN AMENDMENT TO THE ARTICLES OR BYLAWS); AND (B) ANY CHANGES TO THE CORPORATION'S MISSION STATEMENT.
FORM 990, PART VI, LINE 11B	PROCESS USED TO REVIEW THE FORM 990 THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF FORM 990 PRIOR TO ISSUANCE. THE FORM 990 WAS PREPARED BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION INCLUDING THE ACCOUNTING TEAM, HUMAN RESOURCES, CORPORATE COMPLIANCE AND GOVERNANCE. THE ORGANIZATION ENGAGED AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE RETURN. THE RETURN HAS BEEN REVIEWED BY MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION. MANAGEMENT PRESENTED THE RETURNS TO THE AUDIT AND COMPLIANCE COMMITTEE, AND DISCUSSED KEY DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. IN ADDITION, AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEBSITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, LINE 12C	MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE SUBMITTED FOR REVIEW AND RECOMMENDATION TO THE CHIEF COMPLIANCE OFFICER PRIOR TO REVIEW AND CONSIDERATION BY THE AUDIT & COMPLIANCE OR THE GOVERNANCE COMMITTEES OF THE BOARD. THE RESPONSES TO THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE ARE ALSO PRESENTED TO THE BOARD OF DIRECTORS. IF, SUBSEQUENT TO COMPLETION OF THE ANNUAL QUESTIONNAIRE, ANY COVERED PERSON BECOMES AWARE OF AN INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT INVOLVING THE ORGANIZATION OR AN AFFILIATE, THE COVERED PERSON SHALL PROMPTLY MAKE DISCLOSURE OF THE INTEREST TO THE BOARD OR THE GOVERNANCE COMMITTEE. THE AUDIT AND COMPLIANCE COMMITTEE OR THE GOVERNANCE COMMITTEE SHALL THEN DETERMINE IF A DISCLOSED INTEREST MAY RESULT IN A CONFLICT OF INTEREST BY MEETING, DISCUSSING AND VOTING ON THE MATTER. THE PERSON HOLDING THE INTEREST BEING CONSIDERED SHALL NOT BE PRESENT DURING ANY MEETING IN WHICH THE AUDIT AND COMPLIANCE OR GOVERNANCE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. THE AUDIT AND COMPLIANCE COMMITTEE OR GOVERNANCE COMMITTEE MAY REQUEST ADDITIONAL INFORMATION CONCERNING THE RELEVANT INTEREST FROM ALL REASONABLE SOURCES BEFORE REACHING A DETERMINATION. WHEN A CONFLICT OF INTEREST IS DETERMINED TO EXIST, ADDITIONAL PROCEDURES ARE FOLLOWED INCLUDING FURTHER REVIEW BY THE GOVERNANCE COMMITTEE AND THE BOARD OF DIRECTORS. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT SHALL REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTIONS OR ARRANGEMENT, OR BE EXCUSED FROM ANY MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED.
FORM 990, PART VI, LINE 15A	PROCESS FOR DETERMINING COMPENSATION OF CEO: THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 39 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2020. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958.
FORM 990, PART VI, LINE 15B	PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION OF THE COO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 39 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2020. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958.
FORM 990, PART XI, LINE 9	CHANGES IN NET ASSETS OR FUND BALANCE EQUITY TRANSFERS (183,003,403) UBI LOSS FROM PARTNERSHIP/LLC'S 4,640,737 FOUNDATION DONATED CAPITAL TIMING DIFFERENCES (1,011,465) EXCLUDED SERVICES PER HERITAGE AFFILIATION 77,397 JV DISTRIBUTIONS RECEIVED 28,747,583 INVESTMENT IN JV (275,000) OTHER 6 ============= TOTAL (150,824,145)
FORM 990 PART IX LINE 11G	DESCRIPTION:PHYSICIAN FEES TOTAL FEES:36484605
FORM 990 PART IX LINE 11G	DESCRIPTION:HMO PURCHASED SERVICES TOTAL FEES:22704850
FORM 990 PART IX LINE 11G	DESCRIPTION:EXTERNAL PROGRAM SUPPORT TOTAL FEES:43828123
FORM 990 PART IX LINE 11G	DESCRIPTION:PSJH MANAGEMENT FEE TOTAL FEES:8272717
FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED SERVICES TOTAL FEES:25012454

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NEWPORT HEALTHCARE CENTER LLC
One Hoag Drive Box 6100	Newport Beach	CA	92663	331127904	Medical Bldg	CA	$7,978,961	$194,951,097	HMHP
HOAG OUTPATIENT THERAPIES LLC
One Hoag Drive Box 6100	Newport Beach	CA	92663	471467227	OUTPAT THERAP	CA	-$344,503	$1,288,509	HMHP
HOAG NEUROBEHAVIORAL HEALTH LLC
One Hoag Drive Box 6100	Newport Beach	CA	92663	473282694	Medical Svcs	CA	$459,749	$7,211,311	HMHP
PERSONALCARE PHYSICIANS LLC
One Hoag Drive Box 6100	Newport Beach	CA	92663	264105404	Medical Svcs	CA		$554,421	HMHP
HOAG AT HOME LLC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	853629470	MANAGEMENT	CA	-$71,518	$0	HMHP
HOAG HOME HEALTH LLC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	861411277	MEDICAL SVCS	CA	$0	$0	HMHP
OMO LLC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663		MANAGEMENT	TX	-$157,419	$0	HMHP

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (111 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
COVENANT ACO
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	611573313	HEALTHCARE	TX	501(C)(3)	12, I	CHS	Yes (true)
COVENANT HEALTH NETWORK INC
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	461259908	HEALTHCARE	CA	501(C)(3)	12, III	SJHS	Yes (true)
COVENANT HEALTH PARTNERS
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	463516417	HEALTHCARE	TX	501(C)(3)	12, I	CHS	Yes (true)
COVENANT HEALTH SYSTEM
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	752765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes (true)
COVENANT HEALTH SYSTEM FOUNDATION
3623 22ND PLACE	LUBBOCK	TX	79410	752897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
COVENANT MEDICAL CENTER
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	822913146	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
COVENANT MEDICAL GROUP
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	752743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
EVERETT TRANSITIONAL CARE SERVICES
PO BOX 5128	EVERETT	WA	98206	943264605	TRANS. CARE	WA	501(C)(3)	10	NA	false
GAMELIN WASHINGTON ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	201910170	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes (true)
GLOBAL TO LOCAL HEALTH INITIATIVE
2800 SOUTH 192ND ST 104	SEATAC	WA	98188	273133200	HEALTHCARE	WA	501(C)(3)	7	SHS	Yes (true)
HMTS INC
1 HOAG DRIVE PO BOX 6100	NEWPORT BEACH	CA	92658	453583707	HEALTHCARE	CA	501(C)(3)	12, I	HMHP	Yes (true)
HOAG CHARITY SPORTS
2081 BUSINESS CTR DR STE 195	IRVINE	CA	92612	452982422	SUPPORT	CA	501(C)(3)	7	HHF	Yes (true)
HOAG CLINIC
1 HOAG DRIVE PO BOX 6100	NEWPORT BEACH	CA	92658	330676831	HEALTHCARE	CA	501(C)(3)	10	HMHP	Yes (true)
HOAG HOSPITAL FOUNDATION
330 PLACENTIA AVE	NEWPORT BEACH	CA	92663	953222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	Yes (true)
HOSPICE OF LUBBOCK
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	752133781	HEALTHCARE	TX	501(C)(3)	10	CHS	Yes (true)
INLAND NORTHWEST HEALTH SERVICES
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911307555	HEALTHCARE	WA	501(C)(3)	3	PHS WA	Yes (true)
INSTITUTE FOR MENTAL HEALTH & WELLNESS
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	814260130	HEALTHCARE	WA	501(C)(3)	7	PHSSJHS	Yes (true)
INSTITUTE FOR SYSTEMS BIOLOGY
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	912003593	HEALTHCARE	WA	501(C)(3)	7	WHC	Yes (true)
SAINT JOHN'S CANCER INSTITUTE
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	954291515	HEALTHCARE	CA	501(C)(3)	4	PSJHC	Yes (true)
KADLEC AUXILIARY INC
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	916033089	SUPPORT	WA	501(C)(3)	12, III	KRMC	Yes (true)
KADLEC FOUNDATION
888 SWIFT BLVD	RICHLAND	WA	99352	237005501	SUPPORT	WA	501(C)(3)	7	KRMC	Yes (true)
KADLEC REGIONAL MEDICAL CENTER
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	910655392	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes (true)
LITTLE COMPANY OF MARY ANCILLARY SVCS CO
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	330844408	IMAGING SVCS	CA	501(C)(3)	10	PHS SOCAL	Yes (true)
LUBBOCK HERITAGE HOSPITAL LLC
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	264021016	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
LUNDBERG ASSOCIATIONPROVIDENCE HOUSE
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911562797	SUPPORT	OR	501(C)(3)	7	PHS OR	Yes (true)
MARSHA RIVKIN CTR FOR OVARIAN CANCER
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	912054035	RESEARCH	WA	501(C)(3)	7	SHS	Yes (true)
METHODIST CHILDREN'S HOSPITAL
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	752428911	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
METHODIST HOSPITAL LEVELLAND
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	752246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
METHODIST HOSPITAL PLAINVIEW
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	752426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
MISSION HOSPITAL REGIONAL MEDICAL CTR
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	951643360	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
NORTHWEST HOPE & HEALING FOUNDATION
PO BOX 16069	SEATTLE	WA	98116	200799737	SUPPORT	WA	501(C)(3)	12,I	SHS	Yes (true)
PACMED CLINICS
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	562290878	HEALTHCARE	WA	501(C)(3)	10	WHC	Yes (true)
PH&S FOUNDATIONSFVSA & SCVSA
501 SOUTH BUENA VISTA STREET	BURBANK	CA	915054809	953544877	HEALTHCARE	CA	501(C)(3)	7	PHS SOCAL	Yes (true)
PROVIDENCE ALASKA FOUNDATION
3760 PIPER STREET SUITE 2021	ANCHORAGE	AK	99508	920093565	HEALTHCARE	AK	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE BENEDICTINE NURSING CTR FNDN
540 SOUTH MAIN ST	MT ANGEL	OR	97362	911940286	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE BLANCHET ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911789266	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE CHILDREN'S HEALTH FOUNDATION
4805 NE GLISAN ST STE 2N35	PORTLAND	OR	97213	930800140	SUPPORT	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE COMMUNITY HEALTH FOUNDATION
940 ROYAL AVE SUITE 410	MEDFORD	OR	97504	930692907	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE DETHMAN HOUSE
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	473385506	SUPPORT	WA	501(C)(3)	7	NA	false
PROVIDENCE GAMELIN HOUSE ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	311744654	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE HEALTH & SERVICES
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911549796	HEALTHCARE	WA	501(C)(3)	12, II	PSJH	false
PROVIDENCE HEALTH & SERVICES - MONTANA
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	810231793	HEALTHCARE	MT	501(C)(3)	3	PHS WA	Yes (true)
PROVIDENCE HEALTH & SERVICES - OREGON
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	510216587	HEALTHCARE	OR	501(C)(3)	3	PHS	Yes (true)
PROVIDENCE HEALTH & SERVICES - WA
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	510216586	HEALTHCARE	WA	501(C)(3)	3	PHS	Yes (true)
PROVIDENCE HEALTH & SERVICES - WEST WA
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911303277	HEALTHCARE	WA	501(C)(3)	3	PMWHC	Yes (true)
PROVIDENCE HEALTH ASSURANCE
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	550828701	MEDICAID	OR	501(C)(4)	N/A	PHP	Yes (true)
PROVIDENCE HEALTH CARE FNDN - E WA
101 W 8TH AVE	SPOKANE	WA	99204	320014330	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE HEALTH CARE FNDN (CENTRALIA)
413 LILLY ROAD NE	OLYMPIA	WA	985065166	911433382	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes (true)
PROVIDENCE HEALTH PLAN
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	930863097	HEALTHCARE	OR	501(C)(4)	N/A	PPP	Yes (true)
PROVIDENCE HEALTH SYSTEM - SO CAL
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	510216589	HEALTHCARE	CA	501(C)(3)	3	PHS	Yes (true)
PROVIDENCE HOOD RIVER MEM HOSP FNDN
810 12TH STREET PO BOX 149	HOOD RIVER	OR	97031	930921990	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE HOSPICE AND HOME CARE FNDN
2731 WETMORE AVE STE 500	EVERETT	WA	98201	272552749	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes (true)
PROVIDENCE HOSPICE OF SEATTLE FOUNDATION
2811 SOUTH 102ND NO 220	TUKWILA	WA	98168	912077378	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes (true)
PROVIDENCE LITTLE COMPANY OF MARY FNDN
4101 TORRANCE BLVD	TORRANCE	CA	90503	510224944	HEALTHCARE	CA	501(C)(3)	7	PHS SOCAL	Yes (true)
PROVIDENCE MARIANWOOD FOUNDATION
3725 PROVIDENCE POINT DRIVE SE	ISSAQUAH	WA	980297219	931554288	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes (true)
PROVIDENCE MEDICAL INSTITUTE
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	330283773	HEALTHCARE	CA	501(C)(3)	12, I	PHS SOCAL	Yes (true)
PROVIDENCE MILWAUKIE FOUNDATION
10150 SE 32ND AVE	MILWAUKIE	OR	97222	943079515	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE MINISTRIES
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057		RELIGIOUS ORG	WA	501(C)(3)	1	NA	false
PROVIDENCE MOUNT ST VINCENT FOUNDATION
4831 35TH AVE SW	SEATTLE	WA	981262799	911188119	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE NEWBERG HEALTH FOUNDATION
1001 PROVIDENCE DRIVE	NEWBERG	OR	97132	930889144	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE PETER CLAVER ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	311629656	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE PLAN PARTNERS
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911861964	HEALTHCARE	WA	501(C)(4)	N/A	PHS OR	Yes (true)
PROVIDENCE PORTLAND MEDICAL FOUNDATION
4805 NE GLISAN ST	PORTLAND	OR	972132967	931231494	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE ROSSI ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	311584166	SUPPORT	WA	501(C)(3)	10	PHS WA	Yes (true)
PROVIDENCE SAINT JOHN'S HEALTH CENTER
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	951684082	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes (true)
PROVIDENCE SAINT JOHN'S MEDICAL FNDN
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	814542216	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes (true)
PROVIDENCE SEASIDE HOSPITAL FOUNDATION
725 S WAHANNA ROAD	SEASIDE	OR	97138	930927320	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE ST ELIZABETH HOUSE ASSOC
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	912171539	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE ST FRANCIS ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	943244854	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE ST JOSEPH HEALTH
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	811244422	HEALTHCARE	WA	501(C)(3)	12, III	NA	false
PROVIDENCE ST JOSEPH HEALTH FOUNDATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	980579016	943078543	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes (true)
PROVIDENCE ST JOSEPH MEDICAL CENTER
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	810463482	HEALTHCARE	MT	501(C)(3)	3	PHS WA	Yes (true)
PROVIDENCE SOUTHWEST WASHINGTON FNDN
413 LILLY ROAD NE	OLYMPIA	WA	985065166	911097056	SUPPORT	WA	501(C)(3)	7	PHS W WA	Yes (true)
PROVIDENCE ST VINCENT MEDICAL FNDN
9205 SW BARNES ROAD STE MT2111	PORTLAND	OR	97225	930575982	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes (true)
PROVIDENCE TRINITYCARE HOSPICE
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	953264139	HEALTHCARE	CA	501(C)(3)	10	PHS SOCAL	Yes (true)
PROVIDENCE TRINITYCARE HOSPICE FNDN
5315 TORRANCE BLVD NO B-1	TORRANCE	CA	90503	330261016	HEALTHCARE	CA	501(C)(3)	7	PTCH	Yes (true)
PROVIDENCE WILLAMETTE FALLS MEDICAL FNDN
1500 DIVISION STREET	OREGON CITY	OR	97045	931003750	HEALTHCARE	OR	501(C)(3)	12, I	PHS OR	Yes (true)
REDWOOD MEMORIAL FOUNDATION
2700 DOBEER STREET	EUREKA	CA	95501	942779313	HEALTHCARE	CA	501(C)(3)	7	RMH	Yes (true)
SAINT JOHN'S HOSPITALHEALTH CENTER FNDN
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	956100079	SUPPORT	CA	501(C)(3)	7	PSJHC	Yes (true)
SEATTLE SCIENCE FOUNDATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	611502822	PHYSN COLLAB	WA	501(C)(3)	7	WHC	Yes (true)
SISTERS OF PROVIDENCE OF MONTANA CORP
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	262612415	SHELL CORP	MT	501(C)(3)	1	PHS WA	false
SISTERS OF ST JOSEPH OF ORANGE
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	951643383	RELIGIOUS ORG	CA	501(C)(3)	1	NA	false
SRM ALLIANCE HOSPITAL SERVICES (PVH)
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	680395200	HEALTHCARE	CA	501(C)(3)	3	SRMH	Yes (true)
ST JOSEPH HEALTH MINISTRY
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	271666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO	false
ST JOSEPH HEALTH N CALIFORNIA LLC
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	814791043	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JOSEPH HEALTH SYSTEM
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	953589356	HEALTHCARE	CA	501(C)(3)	12, I	PSJH	false
ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	330143024	HEALTHCARE	CA	501(C)(3)	10	SJHS	Yes (true)
PROVIDENCE MEDICAL FOUNDATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	330185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JOSEPH HOME CARE NETWORK
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	680331084	HEALTHCARE	CA	501(C)(3)	10	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF ORANGE
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	951643359	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST JUDE HOSPITAL INC
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	951643324	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST LUKE ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	943176618	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes (true)
ST MARY MEDICAL CENTER
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	951914489	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST PATRICK HOSPITAL FOUNDATION
502 W SPRUCE STREET	MISSOULA	MT	59802	237056976	HEALTHCARE	MT	501(C)(3)	7	PHS WA	Yes (true)
ST THOMAS CHILD AND FAMILY CENTER
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	810233495	EDUCATION	MT	501(C)(3)	10	PHS WA	Yes (true)
SWEDISH EDMONDS
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	272305304	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes (true)
SWEDISH HEALTH SERVICES
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	910433740	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes (true)
SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAY	SEATTLE	WA	98122	910983214	HEALTHCARE	WA	501(C)(3)	7	SHS	Yes (true)
SWEDISH MJM HOLDINGS
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	273139262	HOLDING CO	WA	501(C)(3)	12, I	SHS	Yes (true)
THE GAMELIN ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911180824	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes (true)
THE GAMELIN CALIFORNIA ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911293869	SUPPORT	CA	501(C)(3)	10	PHS SOCAL	Yes (true)
THE GAMELIN OREGON ASSOCIATION
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	911214491	SUPPORT	OR	501(C)(3)	10	PHS OR	Yes (true)
UNIVERSITY OF PROVIDENCE
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	810231777	EDUCATION	MT	501(C)(3)	2	PHS	Yes (true)
WESTERN HEALTHCONNECT
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	454171900	SHELL CORP	WA	501(C)(3)	12, II	PHS W WA	Yes (true)
GRACE CLINIC OF LUBBOCK
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	203856995	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
TARZANA MEDICAL CENTER LLC
1801 LIND AVE SW ATTN TAX DEPT	RENTON	WA	98057	833972614	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes (true)
PROVIDENCE FACEY MEDICAL FOUNDATION
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	954322584	SUPPORT	CA	501(C)(3)	7	PHS SOCAL	Yes (true)
TRI-CITIES CANCER CENTER
1802 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	911594526	HEALTHCARE	WA	501(C)(3)	3	KADLEC	Yes (true)
TRICITIES CANCER CENTER FOUNDATION
7350 W DESCHUTES AVE BLDG A	KENNEWICK	WA	99336	911739024	SUPPORT	WA	501(C)(3)	12, I	KADLEC	Yes (true)
COVENANT HOSPITAL HOBBS
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	844273963	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
PROVIDENCE ST MARY FOUNDATION
1025 S 2ND AVENUE	WALLA WALLA	WA	99362	452841492	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (44 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
20TH STREET SURGERY LLC
1301 20TH STREET STE 140	SANTA MONICA	CA	90404	731735618	AMBULATORY SURG	CA	NA	N/A
BRIDGEPORT MEDICAL IMAGING (BMI)
4400 NE HALSEY 495	PORTLAND	OR	97213	260796953	IMAGING DIAG.	OR	NA	N/A
BROADWAY IMAGING LLC
500 W BROADWAY	MISSOULA	MT	59802	522405971	MEDICAL IMAGING	MT	NA	N/A
CENTER FOR MATERNAL NEWBORN AND CHILD
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	813526875	HEALTHCARE	CA	NA	N/A
CENTER FOR MEDICAL IMAGING (CMI)
4400 NE HALSEY 495	PORTLAND	OR	97213	200477972	IMAGING DIAG.	OR	NA	N/A
CLACKAMAS RADIATION ONCOL CENTER LLC
4400 NE HALSEY ST BLDG II 495	PORTLAND	OR	97213	260381897	RADIATION ONCOL	OR	NA	N/A
COASTAL ASC HOLDINGS LLC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	810986844	HEALTHCARE	CA	HMHP	RELATED	$3,516,293	$23,837,280	Yes (true)	$0	Yes (true)	0.77500
COVENANT LONG-TERM CARE LP
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	205033419	HEALTHCARE	TX	NA	N/A
FULLERTON SURGICAL CENTER LP
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	470927394	AMBULATORY SURG	CA	NA	N/A
GREATER VALLEY MEDICAL BUILDING LP
501 S BUENA VISTA ST	BURBANK	CA	91505	954570858	REAL ESTATE - MOB	CA	NA	N/A
HCSA PROPERTIES LLC
1600 M STREET NW	AUBURN	WA	98001	460620892	REAL ESTATE R	WA	NA	N/A
HERITAGE INVESTMENT GROUP I LLC
500 S MAIN STREET STE 1000	ORANGE	CA	92868	271000061	INVESTMENTS	CA	NA	N/A
HOAG ORTHOPEDIC INSTITUTE
1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	611588294	HEALTHCARE	CA	HMHP	RELATED	$18,697,566	$38,329,100	Yes (true)	$0	Yes (true)	0.51000
IMAGING ASSOCIATES LLC
3650 PIPER STREET STE A	ANCHORAGE	AK	99508	203906048	MEDICAL IMAGING	AK	NA	N/A
INLAND IMAGING LLC
801 S STEVENS ST	SPOKANE	WA	99204	911855796	MEDICAL IMAGING	WA	NA	N/A
LSC REAL PROPERTY LLC
2301 QUAKER AVENUE	LUBBOCK	TX	79410	474646059	REAL ESTATE	TX	NA	N/A
METHODIST DIAGNOSTIC IMAGING
4005 24TH STREET	LUBBOCK	TX	79410	752343261	HEALTHCARE	TX	NA	N/A
NEWPORT IMAGING CENTER
360 SAN MIGUEL	NEWPORT BEACH	CA	92660	330191776	HEALTHCARE	CA	HMHP	RELATED	-$2,493,765	$3,399,162	Yes (true)	$0	Yes (true)	0.99880
NEWPORT SURGICAL PARTNERS LLC
27271 LAS RAMBLAS 350	MISSION VIEJO	CA	92691	392060266	HEALTHCARE	CA	HMHP	RELATED	$0	$0	false	$0	Yes (true)	0.39530
OREGON ADVANCED IMAGING LLC
881 OHARE PARKWAY	MEDFORD	OR	97504	450471748	MEDICAL IMAGING	OR	NA	N/A
OREGON OUTPATIENT SURGERY CENTER
7300 SW CHILDS RD	TIGARD	OR	97224	223883387	AMBULATORY SURG	OR	NA	N/A
PETCT IMAGING AT SWEDISH CANCER INSTITU
1221 MADISON STREET	SEATTLE	WA	98104	203132044	MEDICAL IMAGING	WA	NA	N/A
PHS INVESTMENT TRUST SHORT TERM INVESTME
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	812701056	INVESTMENTS	WA	NA	N/A
PROV RADIATION ONCOLOGY DEVELOP ASSN
4400 NE HALSEY 495	PORTLAND	OR	97213	260682491	REAL ESTATE - MOB	OR	NA	N/A
PROVIDENCE CHILDREN'S NEONATAL SERVICES
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	470918549	NEONATAL CARE	WA	NA	N/A
PROVIDENCE IMAGING CENTER JOINT VENTURE
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	920118807	MEDICAL IMAGING	AK	NA	N/A
PROVIDENCE ST JOSEPH HEALTH LONG TERM P
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	823190634	INVESTMENTS	WA	NA	N/A
PROVIDENCE SURGERY CENTER LLC
902 N ORANGE ST	MISSOULA	MT	59802	841401625	AMBULATORY SURG	MT	NA	N/A
PROVIDENCE UCLA USP SURGERY CENTER JV
14201 DALLAS PARKWAY	DALLAS	TX	75254	320503030	AMBULATORY SURG	CA	NA	N/A
PROVIDENCESILVERTON REHAB LLC
4400 NE HALSEY 425	PORTLAND	OR	97213	481287267	REHAB SERVICE	OR	NA	N/A
PROVIDENCEUSP SOUTH BAY SURGERY CENTERS
15305 DALLAS PKWY STE 1600 LB 28	ADDISON	TX	75001	475064486	AMBULATORY SURG	CA	NA	N/A
PROVIDENCEUSP SURGERY CTRS
11550 INDIAN HILLS ROAD 160	MISSION HILLS	CA	91345	200905938	AMBULATORY SURG	CA	NA	N/A
RADIATION THERAPY INNOVATIONS LLC
1221 MADISON STREET 1ST FL	SEATTLE	WA	98104	300553035	HEALTHCARE	WA	NA	N/A
REDMOND AMBULATORY SURGERY CENTER LLC
805 MADISON ST STE 901	SEATTLE	WA	98104	813558711	AMBULATORY SURG	WA	NA	N/A
SANTA ANA MOB LLC
1800 QUAIL STREET STE 100	NEWPORT BEACH	CA	92660	753205306	REAL ESTATE - MOB	CA	NA	N/A
SJO ASC HOLDINGS LLC
1140 W LA VETA AVE	ORANGE	CA	92868	821655501	HEALTHCARE	CA	NA	N/A
ST JOSEPH PHYSICIAN VENTURES I LLC
1100 WEST STEWART DRIVE	ORANGE	CA	92868	454521884	REAL ESTATE	CA	NA	N/A
ST JOSEPHSATELLITE DIALYSIS CTRS LLC
300 SANTANA ROW SUITE 300	SAN JOSE	CA	95128	814657391	HEALTHCARE	CA	NA	N/A
ST JUDE SURGICAL CENTERS LLC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	823352570	AMBULATORY SURG	CA	NA	N/A
SURGERY CENTER AT TANASBOURNE LLC
11221 ROE AVE STE 300	LEAWOOD	KS	66211	208187971	AMBULATORY SURG	KS	NA	N/A
TARZANA PEDIATRIC VENTURES LLC
18321 CLARK ST	TARZANA	CA	91356	821308306	HEALTHCARE	CA	NA	N/A
THE MADISON SPOKANE INN LLC
15 WEST ROCKWOOD BLVD	SPOKANE	WA	99204	841606484	HOTEL SERVICE	WA	NA	N/A
YELM MEDICAL OFFICE BUILDING
2840 CRITES ST SW STE 104	TUMATER	WA	98512	263685020	REAL ESTATE - MOB	WA	NA	N/A
MISSION VIEJO PARTNERS II LLC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	823943675	REAL ESTATE - MOB	CA	MHRMC	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (40 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	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
1221 MADISON STREET OWNERS ASSOC
747 BROADWAY	SEATLE	WA	98122	201954319	OWNERS' ASSOC	WA	NA	C-CORP
AMERICAN UNITY GROUP LTD
					CAPTIVE INSURANCE		NA	C-CORP	90 PITTS BAY ROAD	PEMBROKE	BD	HM08	BD
AYIN HEALTH SOLUTIONS INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	833037172	HEALTHCARE	DE	NA	C-CORP
BOURGET HEALTH SERVICES INC
101 W 8TH AVE TAF C-9	SPOKANE	WA	99220	911354431	CLIN/MED LAB	WA	NA	C-CORP
CARON HEALTH CORPORATION
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	810486082	MED PHYS SVCS	MT	NA	C-CORP
COMMUNITY TECHNOLOGIES INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	844722399	IT SVCS	DE	NA	C-CORP
DATU HEALTH INC AND SUBSIDIARIES
16150 MAIN CIRCLE DR SUITE 250	CHESTERFIELD	MO	63017	463070062	IT SVCS	DE	NA	C-CORP
ENDOSCOPY CENTER OF SOUTHERN CALIFORNIA
1301 20TH ST STE 280	SANTA MONICA	CA	90404	952880495	HEALTHCARE	CA	NA	C-CORP
ENGAGE IT SERVICES INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	844058573	IT SVCS	DE	NA	C-CORP
HOAG MANAGEMENT SERVICES INC
1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330731587	HEALTHCARE	CA	HMHP	C-CORP						$39,868,661	$239,316,764	1.00000	Yes (true)
HOAG PHYSICIAN PARTNERS
16148 SAND CANYON AVE	IRVINE	CA	92618	834276044	HEALTHCARE	CA	NA	C-CORP
LUBBOCK METHODIST HOSP PRACTICE MGMT
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	752578995	INACTIVE	TX	NA	C-CORP
LUBBOCK METHODIST HOSPITAL SVCS
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	752118585	HEALTHCARE	TX	NA	C-CORP
LUMEDIC INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	833881097	HEALTHCARE	WA	NA	C-CORP
MEDIREVV INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	208783763	HEALTHCARE	DE	NA	C-CORP
MISSION VIEJO MEDICAL VENTURES
27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330212905	HEALTHCARE	CA	NA	C-CORP
PERFORMANCE HEALTH TECHNOLOGY LTD
3993 FAIRVIEW INDUSTRIAL DR SE	SALEM	OR	97302	931211733	HEALTHCARE	OR	NA	C-CORP
PHN HOLDINGS
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	461814184	STRAT PLAN SVCS	CA	NA	C-CORP
PIONEER INNOVATIONS INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	364818191	HEALTH INNOVATION	WA	NA	C-CORP
PROVIDENCE ASSURANCE INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	208194071	CAPTIVE INSURANCE	AZ	NA	C-CORP
PROVIDENCE GLOBAL CENTER LLP
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	981516461	IT SVCS	IN	NA	C-CORP
PROVIDENCE HEALTH CARE VENTURES INC
101 W 8TH AVE TAF C-9	SPOKANE	WA	99204	900155714	CLIN/MED LAB	WA	NA	C-CORP
PROVIDENCE HEALTH NETWORK
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	800886966	PREPAID HEALTH	CA	NA	C-CORP
PROVIDENCE HEALTH VENTURES INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	330122216	INVESTMENT	CA	NA	C-CORP
PROVIDENCE PHYSICIAN SERVICES CO
101 W 8TH AVE TAF C-9	SPOKANE	WA	99204	911216033	HEALTHCARE	WA	NA	C-CORP
PROVIDENCE ST JOSEPH HEALTH NETWORK
20555 EARL ST	TORRANCE	CA	90503	823771547	HEALTHCARE	CA	NA	C-CORP
ST JOSEPH HEALTH
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	462340232	HOLDING COMPANY	CA	NA	C-CORP
ST JOSEPH HEALTH SOURCE INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	461900168	HEALTHCARE	CA	NA	C-CORP
ST JOSEPH PROF SVCS ENTERPRSES INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	330155323	HEALTHCARE	CA	NA	C-CORP
VINSERRA INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	953943315	INVESTMENT	CA	NA	C-CORP
WESTERN HEALTHCONNECT VENTURES INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	800953654	INVESTMENT	WA	NA	C-CORP
TEGRIA SERVICES GROUP-US INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	900872936	HEALTHCARE	WI	NA	C-CORP
TEGRIA RCM GROUP INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	844686520	HOLDING COMPANY	DE	NA	C-CORP
TEGRIA SERVICES GROUP INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	844704409	HOLDING COMPANY	DE	NA	C-CORP
TEGRIA HOLDINGS LLC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057	842092143	HOLDING COMPANY	DE	NA	C-CORP
QUIVIQ INC
1400-112TH AVENUE ST SUITE 100	BELLEVUE	WA	98004	833879444	ANALYTICS	WA	NA	C-CORP
ACCLARA SOLUTIONS INTERMEDIATE LLC
10713 W SAM HOUSTON PKWY N 500	HOUSTON	TX	77064	371783298	FINANCIAL SVCS	TX	NA	C-CORP
MEDICAL SPECIALTIES MANAGERS INC
1801 LIND AVE SW	RENTON	WA	98057	330406218	HEALTHCARE	WA	NA	C-CORP
HMR WEIGHT MANAGEMENT SERVICES CORP
1801 LIND AVE SW	RENTON	WA	98057	463598718	RESEARCH	WA	NA	C-CORP
PROVIDENCE HCC HOLDINGS INC
1801 LIND AVENUE SW ATTN TAX DEPT	RENTON	WA	98057		HOLDING COMPANY	CA	PHS SOCIAL	C-CORP

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	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	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HOAG ORTHOPEDIC INSTITUTE
l	$16,633,672	Accrual
HOAG HOSPITAL FOUNDATION
j	$974,994	Accrual
HOAG HOSPITAL FOUNDATION
q	$9,208,791	Accrual
HOAG HOSPITAL FOUNDATION
n	$90,000	Accrual
HOAG CHARITY SPORTS
q	$1,632,046	Accrual
HOAG CHARITY SPORTS
b	$119,094	Accrual
HOAG CHARITY SPORTS
c	$25,317,507	Accrual
HOAG CLINIC
j	$1,500,216	Accrual
HOAG CLINIC
b	$183,212,600	Accrual

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART III	FormAndLineReferenceDesc
Explanation	IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP 20TH STREET SURGERY LLC EIN: 73-1735618 ADDRESS: 1301 20TH STREET, STE 140, SANTA MONICA, CA 90404 BRIDGEPORT MEDICAL IMAGING (BMI) EIN: 26-0796953 ADDRESS: 4400 NE HALSEY, #495 PORTLAND, OR 97213 BROADWAY IMAGING, LLC EIN: 52-2405971 ADDRESS: 500 W. BROADWAY MISSOULA, MT 59802 CENTER FOR MATERNAL, NEWBORN AND CHILD EIN: 81-3526875 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 CENTER FOR MEDICAL IMAGING (CMI) EIN: 20-0477972 ADDRESS: 4400 NE HALSEY ST., BLDG. II, #495 PORTLAND, OR 97213 CLACKAMAS RADIATION ONCOLOGY CENTER, LLC EIN: 26-0381897 ADDRESS: 4400 NE HALSEY ST., BLDG. II, #495 PORTLAND, OR 97213 COASTAL ASC HOLDINGS LLC EIN: 81-0986844 ADDRESS: ONE HOAG DRIVE, PO BOX 6100, NEWPORT BEACH, CA 92658 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 FULLERTON SURGICAL CENTER LP EIN: 47-0927394 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 GREATER VALLEY MEDICAL BUILDING, L.P. EIN: 95-4570858 ADDRESS: 501 S. BUENA VISTA ST. BURBANK, CA 91505 HCSA PROPERTIES LLC EIN: 46-0620892 ADDRESS: 1600 M STREET NW AUBURN, WA 98001 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET, STE 1000, ORANGE, CA 92868 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, PO BOX 6100, NEWPORT BEACH, CA 92658 IMAGING ASSOCIATES LLC EIN: 20-3906048 ADDRESS: 3650 PIPER STREET, STE A, ANCHORAGE, AK 99508 INLAND IMAGING, LLC EIN: 91-1855796 ADDRESS: 801 S. STEVENS ST., SPOKANE, WA 99204 LSC REAL PROPERTY, LLC EIN: 47-4646059 ADDRESS: 2301 QUAKER AVENUE, LUBBOCK, TX, 79410 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SN MIGUEL, NEWPORT BEACH, CA 92660 NEWPORT SURGICAL PARTNERS, LLC EIN: 39-2060266 ADDRESS: 27271 LAS RAMBLAS #350 MISSION VIEJO, CA 92691 OREGON ADVANCED IMAGING, LLC EIN: 45-0471748 ADDRESS: 881 O'HARE PARKWAY, MEDFORD, OR 97504 OREGON OUTPATIENT SURGERY CENTER EIN: 22-3883387 ADDRESS: 7300 SW CHILDS ROAD, TIGARD, OR 97224 PET/CT IMAGING AT SWEDISH CANCER INSTITUTE, LLC EIN: 20-3132044 ADDRESS: 1221 MADISON STREET SEATTLE, WA 98104 PHS INVESTMENT TRUST SHORT TERM INVESTMENT PORTFOLIO EIN: 81-2701056 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 PROV. RADIATION ONCOLOGY DEVELOP. ASSN., LLC EIN: 26-0682491 ADDRESS: 4400 NE HALSEY, #495 PORTLAND, OR 97213 PROVIDENCE CHILDREN'S NEONATAL SERVICES EIN: 47-0918549 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 PROVIDENCE IMAGING CENTER JOINT VENTURE EIN: 92-0118807 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 PROVIDENCE ST. JOSEPH HEALTH LONG TERM PORTFOLIO EIN: 82-3190634 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 PROVIDENCE SURGERY CENTER, LLC EIN: 84-1401625 ADDRESS: 902 N. ORANGE ST MISSOULA, MT 59802 PROVIDENCE UCLA USP SURGERY CENTER JV EIN: 32-0503030 ADDRESS: 14201 DALLAS PARKWAY, DALLAS, TX 75254 PROVIDENCE/SILVERTON REHAB, LLC EIN: 48-1287267 ADDRESS: 4400 NE HALSEY #425, PORTLAND, OR 97213 PROVIDENCE/USP SOUTH BAY SURGERY CENTERS EIN: 47-5064486 ADDRESS: 15305 DALLAS PKWY, STE 1600, LB 28, ADDISON, TX 75001 PROVIDENCE/USP SURGERY CENTERS, LLC EIN: 20-0684116 ADDRESS: 11550 INDIAN HILLS ROAD #160, MISSION HILLS, CA 91345 RADIATION THERAPY INNOVATIONS, LLC EIN: 30-0553035 ADDRESS: 1221 MADISON STREET, 1ST FL, SEATTLE, WA 98104 REDMOND AMBULATORY SURGERY CENTER LLC EIN: 81-3558711 ADDRESS: 805 MADISON ST STE 901, SEATTLE, WA 98104 SANTA ANA MOB, LLC EIN: 75-3205306 ADDRESS: 1800 QUAIL STREET, STE 100, NEWPORT BEACH, CA 92660 SJO ASC HOLDINGS LLC EIN: 82-1655501 ADDRESS: 1140 W. LA VETA AVE ORANGE, CA 92868 ST JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 ST. JOSEPH/SATELLITE DIALYSIS CENTERS, LLC EIN: 81-4657391 ADDRESS: 300 SANTANA ROW, SUITE 300 SAN JOSE, CA 95128 ST. JUDE SURGICAL CENTERS, LLC EIN: 82-3352570 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 SURGERY CENTER AT TANASBOURNE, LLC EIN: 20-8187971 ADDRESS: 11221 ROE AVE., STE 300, LEAWOOD, KS 66211 TARZANA PEDIATRIC VENTURES LLC EIN: 82-1308306 ADDRESS: 18321 CLARK ST, TARZANA, CA 91356 THE MADISON SPOKANE INN, LLC EIN: 84-1606484 ADDRESS: 15 WEST ROCKWOOD BLVD. SPOKANE, WA 99204 YELM MEDICAL OFFICE BUILDING EIN: 26-3685020 ADDRESS: 2840 CRITES ST SW STE 104, TUMATER, WA 98512 MISSION VIEJO PARTNERS II, LLC EIN: 82-3943675 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057	ExplanationTxt