2020-05-15T18:02:31-05:00 2019-06-30 KPMG LLP 550 S Hope St Suite 1500 Los Angeles CA 90071 990 2018-07-01 952321786 Children's Hospital of Orange County % MIKALYN KLUTH CHIL 7149973000 1201 West La Veta Avenue Orange CA 92868 KERRI RUPPERT SCHILLER CFO/Assistant Secret 7149973000 2020-05-15 true Shalini Saidha P01959812 2139724000 2020-05-13 199.207.253.101 95488420201365000023 2020-05-15 P B5BA6F4C3EEFF2097B5EBAD6EC2584B017F2F3DC AFC1CABF2724952AFBFC3879A4882118A11459E7 2018 2021-01-29 14:40:06Z CHOC Children's Hospital KIMBERLY C CRIPE 1201 West La Veta Avenue ORANGE CA 92868 982609088 false X www.choc.org X 1964 CA TO NURTURE, ADVANCE AND PROTECT THE HEALTH AND WELL-BEING OF CHILDREN. 12 11 4333 987 5676 -15986 30792187 41332550 778325430 910408268 12596090 11757972 2943492 3326262 824657199 966825052 75000000 100000000 0 0 314449773 348741830 0 0 0 416972932 478867392 806422705 927609222 18234494 39215830 1218624994 1224075850 593272433 577348623 625352561 646727227 X TO NURTURE, ADVANCE AND PROTECT THE HEALTH AND WELL-BEING OF CHILDREN. false false 845121920 100000000 910402592 CHILDREN'S HOSPITAL OF ORANGE COUNTY - PROVIDES SPECIALIZED PEDIATRIC SERVICES FOR THE CARE OF CHILDREN. DURING THIS YEAR, THERE WERE 70,499 DAYS OF INPATIENT CARE; 91,671 EMERGENCY ROOM VISITS (INCLUDING PEDIATRIC TRAUMA VISITS); 11,844 SURGERIES; AND 309,062 PRIMARY AND SPECIALTY CARE CLINIC VISITS. OUR CALIFORNIA MEDICAL FOUNDATION PROVIDED 433,545 PEDIATRIC SUBSPECIALTY SERVICE ENCOUNTERS AS WELL AS 234,057 PRIMARY CARE VISITS TO PATIENTS THROUGHOUT ORANGE COUNTY AND BEYOND. SEE OUR COMPLETE COMMUNITY BENEFIT REPORT ON OUR WEBSITE AT WWW.CHOC.ORG. 845121920 true true false true false false false false false true true false false false true true false true false false false false false false false false true true true false true true false false false false false false false false false false false false false false false true true true false false true X 520 0 true 4333 true true true false false false false false false false false false false false X 12 11 false false false false true true true true true false false true true true true true true true true true true CA X MIKALYN KLUTH 7145094124 1201 WEST LA VETA AVENUE ORANGE CA 92868 Kimberly Cripe DIRECTOR/PRESIDENT 30.0 10.0 X X 0 1735119 100124 Sam Auriemma Director 1.0 3.0 X 0 0 0 Josh D'Amaro Director 1.0 1.0 X 0 0 0 Janet T Davidson Director 1.0 3.0 X 0 0 0 Chris Furman Chair 3.0 2.0 X X 0 0 0 ROBERT HILLYARD MD Director 1.0 1.0 X 0 0 0 Joe Kiani Director 2.0 1.0 X 0 0 0 Douglas McCombs Director/Vice Chair 1.0 2.5 X X 0 0 0 Thomas Phelps Director 1.0 1.5 X 0 0 0 Marshall ROWEN MD Director 2.0 5.0 X 0 0 0 Kimberly Sentovich Director 2.0 1.5 X 0 0 0 David Dukes Director/Chair - thru 9/18 2.0 5.5 X X 0 0 0 Jeff Elghanayan Director - thru 9/18 1.0 2.5 X 0 0 0 Michael Colglazier Director - thru 9/18 2.0 1.0 X 0 0 0 Jim Morris Director 0.5 1.0 X 0 0 0 Jay Gabriel Chief Legal Officer/Secretary 35.0 5.0 X 871212 0 65487 Matthew Gerlach EVP/COO 34.0 6.0 X 0 904067 48980 Kerri Ruppert Schiller EVP/CFO/Assistant Secretary 24.0 16.0 X 0 898335 64777 Shahab Dadjou SVP/Chief Strategy Officer 32.0 8.0 X 0 1043506 54974 Maria Minon MD SVP/CMO 38.0 2.0 X 891269 0 54897 Melanie Patterson VP Patient Care Svcs, CNO 40.0 0.0 X 491183 0 65627 Hale Kuhlman VP, Specialty Physician SRV 40.0 0.0 X 418341 0 47358 Marcia Folli-thru 918 Vice President/CNO 20.0 20.0 X 233782 233782 12630 John Henderson CIO 40.0 0.0 X 479800 0 39365 Michael Weiss VP CHOC Health Alliance 40.0 0.0 X 588401 0 47808 William Rohde Vice President Finance 40.0 0.0 X 444964 0 38426 Thomas Capizzi Vice President Human Resources 40.0 0.0 X 457909 0 31263 James Cappon Chief Quality & Patient Safety 40.0 0.0 X 413188 0 39902 5290049 4814809 711618 710 false true false PEDIATRIC SUBSPECIALTY FACULTY 1201 WEST LA VETA AVE ORANGE CA 92868 Medical Dir & Serv 80759988 REGENTS OF UC 1111 FRANKLIN ST OAKLAND CA 94607 Medical Services 12396152 CERNER CORPORATION PO BOX 412702 KANSAS CITY MO 64141 Consulting 10260420 RADY CHILDRENS HOSPITAL 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 92123 Medical Services 8803699 CHOC MEDICAL GROUP 1201 WEST LA VETA AVE ORANGE CA 92868 Medical Dir & Serv 5398589 159 X 26208364 5875962 9248224 41332550 NET PATIENT REVENUE 622110 789152804 789152804 PREMIUM REVENUE 524114 60775827 60775827 DRUGS/MEDICAL SUPPLIES SOLD 446110 18614711 18614711 MGMT/OCCUPANCY SERVICES 561110 22668020 22668020 COVERAGE FEE REVENUE 524298 5827982 5827982 13368924 13363248 5676 910408268 11734861 11734861 0 0 134623 134623 0 134623 134623 15807047 100 15784036 23011 100 23111 23111 0 0 0 0 0 0 0 0 0 CAFETERIA 722514 2009677 2009677 PARKING 812930 706409 706409 GIFT SHOP 900099 229664 229664 245889 245889 3191639 966825052 910402592 5676 15084234 X 100000000 100000000 0 0 0 6334520 5701068 633452 0 275015576 247514019 27501557 6043214 5438893 604321 41751604 37576444 4175160 19596916 17637224 1959692 23860561 21474505 2386056 1367452 1230707 136745 142503 128253 14250 125902 125902 0 61179 55061 6118 188896518 170006866 18889652 0 16995908 15296317 1699591 0 0 15355604 13820044 1535560 1188064 1069258 118806 0 1205622 1085060 120562 16592898 14933608 1659290 0 34936352 31442717 3493635 4661607 4195446 466161 SUPPLIES 107947598 97152838 10794760 DUES & SUBSCRIPTIONS 40042900 36038610 4004290 CLINICAL FEES DUE TO UCI 14207482 12786734 1420748 DUES & SUBSCRIPTIONS 2530653 2277588 253065 8748589 8134758 613831 927609222 845121920 82487302 0 263025367 266849621 74727589 96434838 0 0 151989210 142431942 0 0 0 0 0 0 12488660 13168355 35938559 24429733 1070680314 452386206 620791370 618294108 20735673 21834408 0 0 0 0 1216000 1216000 37712566 39416845 1218624994 1224075850 89339400 114564635 0 0 104698000 56602155 324216743 317718227 0 0 0 0 10733238 9159257 0 0 64285052 79304349 593272433 577348623 X 575542357 587177642 49124052 58863433 686152 686152 625352561 646727227 1218624994 1224075850 X 39215830 -15516884 -2324280 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 125902 125902 false grants to other organizations for lobbying purposes form 990, schedule c, part II-B, line 1i during fye 06/30/2019, children's hospital of orange county paid dues, a portion of which supports lobbying purposes to various healthcare associations: California Children's Hospital Association $ 54,300 National Association of Children's Hospitals $ 43,595 Hospital Association of Southern California $ 28,007 ---------------------------------------------------------- Total dues paid for lobbying purposes: $ 125,902 8115982 873326 92033 0 86972 8994369 7101240 1010740 72655 0 68653 8115982 7000292 94801 111762 0 105614 7101241 6423443 576987 -138 0 0 7000292 5309995 1111818 29620 0 27991 6423442 0.92370 0.07630 false true true 44577570 44577570 675544151 185359679 490184472 16037072 12456573 3580499 307555400 253423602 54131798 26966121 1146352 25819769 618294108 0 DERIVATIVE FINANCIAL INSTRUMEN 46015224 LIABILITY FOR WORKER'S COMP. 7757894 PAYABLE TO ST. JOSEPH HOSPITAL 186489 POSTRETIREMENT BENEFIT OBLIGAT 3619436 PAYABLE TO RELATED PARTIES 15859 PAYABLE TO THIRD PARTIES 9054837 OTHER LIABILITIES 12654610 79304349 X 949265036 -15516884 281148 -15235736 964500772 2324280 2324280 966825052 927609222 927609222 927609222 ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740: U.S. GAAP REQUIRE THE ORGANIZATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2019. THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. RECONCILIATION OF REVENUE & EXPENSE PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST in CHOC Foundation $2,324,280 Part XI, Line 4d Net Income in OCMRRG $281,148 Use of endowment funds part v, line 4 The endowment fund is used to support hospital programs addressing the needs of the underserved, social services to patients and families in need, and research and treatment of children's diseases and disorders. true true X true X true X true true false true true 451676 451676 0.00050 3352517 963830 2388687 0.00260 3804193 963830 2840363 0.00310 17535570 1351753 16183817 0.01750 17011177 2690286 14320891 0.01550 3645856 3645856 0.00390 38192603 4042039 34150564 0.03690 41996796 5005869 36990927 0.04000 1681161 245180 1435981 0.00160 1681161 245180 1435981 0.00160 true 25933677 117769 199539 -81770 X true true 1 1 Children's Hospital of Orange County 1201 West La Veta Avenue Orange CA 92868 www.choc.org X X X Children's Hospital of Orange County 1 false false true X X X X X X X X X 19 true true false true X http://www.choc.org/about X true 19 true See Part V, Section C false true X 200. 400. X X true true X X X X true X See Part V X See Part V X See Part V X X X X X X true X false X X X X true X false false Schedule H, Part V Additional Information SCHEDULE H, PART V, LINE 5 CCMH AND CHOC CONDUCTED THE CHNA PROCESS INDEPENDENTLY IN THE FALL OF 2019, WITH INPUT AND DATA FROM NUMEROUS AUTHORITATIVE, PUBLICLY AVAILABLE SOURCES, A SURVEY OF COMMUNITY LEADERS FROM VARIOUS BUSINESSES, SOCIAL SERVICE, AND PUBLIC AGENCIES AND A SURVEY OF THE COMMUNITY-AT-LARGE. THE CHNA REPORT INCLUDES BOTH PRIMARY AND SECONDRAY DATA ANALYSES THAT FOCUS ON THE HEALTH AND SOCIAL NEEDS OF THE POPULATION IN EACH CHOC HOSPITALS PRIMARY SERVICE AREA. SCHEDULE H, PART V, LINE 6A CHILDRENS HOSPITAL OR ORANGE COUNTY AND CHOC CHILDRENS AT MISSION TOGETHER CONDUCTED THE HEALTH NEEDS ASSESSMENTS. SCHEDULE H, PART V, LINES 7A & 10A BOTH THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY CAN BE FOUND AT THE FOLLOWING URL: HTTP://CHOC.ORG/ABOUT BY CLICKING THE LINKS LABELED "VIEW OUR COMMUNITY BENEFIT PLAN AND VIEW OUR COMMUNITY HEALTH NEEDS ASSESSMENT" SCHEDULE H, PART V, LINE 11 ADDRESSING HIGH PRIORITY COMMUNITY HEALTH NEEDS CHOC CHILDREN'S HOSPITAL AT MISSION (CCMH) COORDINATES ITS RESPONSE TO ITS MOST RECENT CHNA WITH ITS LARGER AFFILIATE, CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC). CHOCS AND CCMHS MOST RECENT CHNA IDENTIFIED TWELVE HIGH-PRIORITY NEEDS: MENTAL HEALTH AND AUTISM, ACCESS TO PEDIATRIC SPECIALISTS, IMMUNIZATIONS AND INFECTIOUS DISEASES, SUBSTANCE ABUSE, PEDIATRIC OBESITY, RESPIRATORY ILLNESS, ORAL HEALTH, COLLABORATION AND PARTNERSHIPS WITH SCHOOL PROGRAMS, BULLYING AND OTHER STRESSORS IN SCHOOL, PEDIATRIC DIABETES, COST OF CHILD CARE, AND HOUSING AFFORDABILITY. THE LAST TWO PRIORITY NEEDS, COST OF CHILD CARE AND HOUSING AFFORDABILITY, ARE NOT ADDRESSED IN THE IMPLEMENTATION PLAN AS CHOC HAS NEITHER THE RESOURCES OR EXPERTISE TO ADDRESS. OVER THE NEXT THREE YEARS, CHOC IS INVESTING APPROXIMATELY $3.7M, THAT INCLUDES THE HIRING OF APPROXIMATELY 13 FTES, TO ASSIST IN DEVELOPING SCHOOL-BASED INITIATVIES AND PROGRAMS TO HELP ADDRESS THE PRIORITY NEEDS IDENTIFIED. SPECIFIC INITIATIVES FOR THE HIGH-PRIORITY NEEDS ARE AS FOLLOWS: 1) MENTAL HEALTH AND AUTISM CHOC CHILDRENS, IN PARTNERSHIP WITH COMMITTED ORGANIZATIONS AND COMMUNITY GROUPS, ASPIRES TO CREATE AN OUTSTANDING MENTAL HEALTH SYSTEM OF CARE FOR ALL CHILDREN, TEENS AND YOUNG ADULTS IN ORANGE COUNTY. OUR GOAL IS TO PROVIDE A COMPREHENSIVE APPROACH TO PEDIATRC MENTAL ILLNESS TO FULFILL THIS INITATIVE, CHOC BUILT AN INPATIENT CHILDRENS MENTAL HEALTH CENTER WHICH OPENED IN APRIL 2018. THE NEW CENTER HAS 18 BEDS IN A SECURED AND HEALING ENVIRONMENT, IN ADDITION TO AN OUTDOOR AREA FOR RECREATION. THE CENTER PROVIDES A SAFE, NUTURING PLACE FOR CHILDREN AGES 3 TO 18, AND SPECIALTY PROGRAMMING FOR CHILDREN YOUNGER THAN 12. IN ADDITION, CHOC BUILT THE THOMPSON AUTISM CENTER WHICH OPENED IN JANUARY 2019. THE NEW CENTER IS DEDICATED TO BRINGING THE LATEST TREATMENTS AND RESOURCES TO THE AUTISM COMMUNITY IN ORANGE COUNTY. THROUGH UNIQUE PROGRAMS, CHILDREN HAVE A CENTRALIZED PLACE WHERE THEY CAN RECEIVE EARLY DIAGNOSIS, ADVANCED THERAPY AND THE POSSIBILITY TO REACH THEIR TRUE POTENTIAL. THE OPENING OF THE INPATIENT CENTER AND THE THOMPSON AUTISM CENTER AUGMENTS MENTAL HEALTH SERVICES ALREADY OFFERED BY CHOC. THOSE SERVICES INCLUDE CHOCS OUTPATIENT EATING DISORDERS PROGRAM, OUTPATIENT PROGRAMS TO KEEP STRUGGLING CHILDREN OUT OF THE HOSPITAL AND ASSISTANCE TO THOSE WHO HAVE BEEN RELEASED, AND MENTAL HEALTH SERVICES FOR CHOC PATIENTS BEING TREATED FOR SERIOUS/CHRONIC ILLNESSES. 2) ACCESS TO PEDIATRIC SPECIALTIES/SUBSPECIALTIES CHOC RECOGNIZES THE COMMUNITY NEED FOR ACCESS TO PEDIATRIC SPECIALISTS/SUBSPECIALISTS AND CONTINUES TO BUILD THE RESOURCES AVAILABLE THROUGHOUT THE COMMUNITIES SERVED BY CHOC. CHOCS MEDICAL FOUNDATION WAS CREATED IN 2011, AND SINCE THAT TIME HAS CONTINUED TO GROW TO PROVIDE THE SPECIALTY SERVICES SOUGHT BY THE COMMUNITY AND INDICATD AS A HIGH PRIORITY IN THE MOST RECENTLY COMPLETED COMMUNITY NEEDS ASSESSMENT. THE SPECIALTY PHYSICIAN GROUPS THAT HAVE CONTRACTED WITH CHOC TO PROVIDE THE SERVICES HAS GROWN TO A TOTAL OF 270 PROVIDERS AND OFFERS EXPERTISE AND CARE IN OVER 23 PEDIATRIC MEDICAL SPECIALTIES. IN THE PAST YEAR, THE PHYSICIAN GROUP HAS ADDED THE FULL TIME EQUIVALENT OF OVER 17 PROVIDERS. 3) IMMUNIZATIONS AND INFECTIOUS DISEASES CHOC ASPIRES TO IMPROVE OVERALL IMMUNIZATION COMPLETION RATES FOR ORANGE COUNTY CHILDREN, LEADING TO A REDUCTION IN IMMUNIZATION PREVENTABLE DISEASES. CHOC IS IDENTIFYING OPPORTUNITIES FOR PROVIDING VACCINES AT EVERY PRIMARY CARE VISIT AND IS COORDINATING DIRECT PHYSICIAN-TO-PHYSICIAN DISCUSSIONS TO ENSURE ALL BARRIERS TO COMPLETING IMMUNIZATIONS ARE ADDRESSED. EDUCATIONAL MATERIALS REGARDING THE EFFICACY AND SAFETY OF VACCINES IS MADE AVAILABLE TO ALL CHOC PROVIDERS AND PATIENTS. GREATER EFFORT WILL BE MADE TO INCREASE AVAILABILITY OF MATERIAL TO THE BROADER PUBLIC. CHOCS COMMUNITY EDUCATION DEPARTMENT HAS IMPLEMENTED PROJECT DULCE THAT PAIRS A FAMILY SPECIALIST WITH NEWBORNS THROUGH AGE 6 MONTHS AND THEIR FAMILIES AT THE SANTA ANA BOYS AND GIRLS CLINIC AND CLINICA CHOC PARA NINOS. THE FAMILY SPECIALIST ENSURES FAMILIES ARE KEEPING AND ATTENDING ALL VISITS AND MAINTAINING COMPLIANCE WITH VISIT RECOMMENDATIONS INCLUDING VACCINATIONS. 4) SUBSTANCE ABUSE CHOC IS INCREASING EDUCATION TO PROVIDE ADDITIONAL TREATMENT OPTIONS TO LOCAL PROVIDERS, INCLUDING INCREASED OUTREACH TO LOCAL SCHOOLS AND COMMUNITIES. CHOCS EMERGENCY DEPARTMENT SCREENS CHILDREN 11 AND OLDER WHO PRESENT FOR AN EMERGENCY PSYCHIATRIC CONCERN TO DETERMINE LEVEL OF CONCERNING SUBSTANCE USE AND PROVIDE BRIEF ALCOHOL AND OTHER DRUG EDUCATION AS WELL AS REFERRALS FOR TREATMENT IF CONCERNING LEVELS ARE IDENTIFIED. THESE STRATEGIES WILL INDUCE PREVENTION AS WELL AS ALLOWING FOR EARLIER IDENTIFICATION OF SUBSTANCE USE IN CONJUNCTION WITH MENTAL HEALTH DISORDERS FOR EARLY LINKAGE TO SERVICES. 5) OBESITY CHOC HAS CONVENED A MULTI-DISCIPLINARY COALITION OF COMMUNITY MEMBERS TO WORK ON THE ISSUE OF OBESITY. THIS TASK FORCE INCLUDES REPRESENTATIVES FROM THE HEALTH CARE COMMUNITY (PHYSICIANS, DIETICIANS AND PSYCHOLOGISTS), THE UNIVERSITY OF CALIFORNIA IRVINE, ORANGE COUNTY SOCIAL SERVICES AND THE SCHOOL DISTRICTS THROUGHOUT THE COMMUNITY. EFFORTS TO DATE INCLUDE OFFERING CLASSES AND EDUCATIONAL MATERIALS AND A KIDS FIT CLUB. ADEQUATE AND PROPER NUTRITION IS IMPORTANT FOR A CHILDS NORMAL GROWTH AND DEVELOPMENT. CHOC CHILDRENS CLINICAL NUTRITION AND LACTATION SERVICES AIM TO BE A RELIABLE SOURCE OF NUTRITION AND LACTATION INFORMATION FOR OUR PATIENTS, FAMILIES AND COMMUNITY. WE ARE HERE TO HELP PATIENTS WITH GROWTH AND DEVELOPMENT, WHILE GIVING THEM A FOUNDATION FOR LIFELONG HEALTH AND WELLNESS. WE PROVIDE FAMILY-CENTERED, CULTURALLY SENSITIVE CARE THAT IS CUSTOMIZED FOR EVERY INDIVIDUAL, USING EVIDENCE-BASED TECHNIQUES AND BEST PRACTICES WITH A MULTI-DISCIPLINARY APPROACH. 6) RESPIRATORY ILLNESS RESPIRATORY ILLNESS IS A CRITICAL CONCERN IN ORANGE COUNTY AS NEARLY 14% OF ORANGE COUNTYS PEDIATRIC POPULATION HAVE BEEN DIAGNOSED WITH ASTHMA. BARRIERS TO ADDRESSING RESPIRATORY ILLNESSES INCLUDE LACK OF ACCESS TO PEDIATRIC SUBSPECIALISTS, AND LANGUAGE AND CULTURAL PERSPECTIVES TO UNDERSTANDING AND MANAGING RESPIRATORY DISEASES. THROUGH USE OF THE BREATHMOBILE AND THE DEVELOPMENT OF SCHOOL-BASED WELLNESS CENTERS IN PARTNERSHIP WITH THE ORANGE COUNTY DEPARTMENT OF EDUCATION, CHOC WILL ENGAGE CHILDREN AND FAMILIES IN THE COMMUNITY, IN A CULTURALLY AND LINGUISTICALLY COMPETENT MANNER. THIS, ALONG WITH EFFORTS TO ASSURE FRONTLINE PROVIDERS ARE USING STATE OF THE ART APPROACHES TO CARE, WILL IMPROVE CONTROL OF ASTHMA SYMPTOMS WITH CONCURRENT REDUCTIONS IN EMERGENCY DEPARTMENT UTILIZATION, HOSPITAL ADMISSIONS, AND SCHOOL ABSENTEEISM. CARE WILL BE BROUGHT TO CHILDREN BY CONTINUING TO DEPLOY THE BREATHMOBILE UNIT TO SCHOOLS AND COMMUNITIES AS WELL AS DEVELOPING SCHOOL BASED WELLNESS CENTERS IN PARTNERSHIP WITH THE ORANGE COUNTY DEPARTMENT OF EDUCATION. 7) ORAL HEALTH CHOC SEEKS TO ENHANCE ACCESS TO DENTAL PREVENTATIVE CARE SERVICES AND IMPROVE THE PREVENTION OF DENTAL CAVITIES IN THE BROADER POPULATION OF CHILDREN, WHICH WILL REDUCE DENTAL DISEASE AND COMPLICATIONS. CHOC WILL EXPAND TELEDENTISTIRY SERVICES TO INCLUDE MORE WEEKDAY AND WEEKEND HOURS IN CHOC CHILDRENS PRACTICE LOCATIONS. CHOC WILL ALSO INCREASE DISTRIBUTION AND EDUCATION FOR TOPICAL FLUORIDE APPLICATION AT PRIMARY CARE WELL-VISITS FOR ALL PATIENTS IN THE CHOC HEALTH ALLIANCE NETWORK. CHOC WILL CONTINUE TO PROVIDE SCREENING SERVICES AND MORE EDUCATION TO FAMILIES REGARDING DENTAL HEALTH. 8) COLLABORATION AND PARTNERSHIPS WITH SCHOOL PROGRAMS COLLABORATION AND PARTNERSHIPS WITH SCHOOL PROGRAMS IS A WAY TO OVERCOME BARRIERS WHEN ADDRESSING OTHER CRITICAL ISSUES IDENTIFIED IN THE CHNA. CHOC WILL COLLABORATE WITH THE ORANGE COUNTY DEPARTMENT OF EDUCATION TO ENHANCE THE PHYSICAL, MENTAL, EMOTIONAL, AND EDUCATIONAL HEALTH OF THE CHILDREN IN ORANGE COUNTY. CHOCS ASTHMA OUTREACH PROGRAM PROVIDES EDUCATION, DIAGNOSIS AND TREATMENT VIA THE BREATHMOBILE AND THROUGH THE LUNCH AND LEARN PROGRAM TO SCHOOL PE 46 ORANGE PRIMARY CARE CLINIC 455 SOUTH MAIN STREET ORANGE CA 92868 CLINIC CLINICA CHOC PARA NINOS-SANTA ANA 406 SOUTH MAIN STREET SANTA ANA CA 92701 CLINIC SANTA ANA BOYS AND GIRLS CLUB 1000 WEST HIGHLAND SANTA ANA CA 92703 CLINIC ASTHMA BREATHMOBILE 455 SOUTH MAIN STREET ORANGE CA 92868 CLINIC GARDEN GROVE CLINIC 10602 CHAPMAN AVENUE GARDEN GROVE CA 92840 CLINIC CHOC CHILDREN'S ENDOCRINE & DIABETES CTR 520 SUPERIOR AVE SUITE 160 NEWPORT BEACH CA 92663 CLINIC CHOC CHILDREN'S HOSPITAL SPECIALTY CLINICS 1201 W La Veta ORANGE CA 92868 CLINIC CHOC UROLOGY CENTER 505 S MAINT ST SUITE 100 ORANGE CA 92868 CLINIC PEDIATRIC PSYCHOLOGY 1120 WEST LA VETA AVENUE SUITE 470 ORANGE CA 92868 PHYSICIAN OFFICE BLOOD&DONORAPHERESIS 505 SOUTH MAIN STREET SUITE 185 ORANGE CA 92868 CLINIC CHOC NEUROLOGY CENTER 505 S MAIN ST SUITE 350 ORANGE CA 92868 CLINIC FOUNTAIN VALLEY GASTROENTEROLOGY 11100 WARNER AVE SUITE 368 FOUNTAIN VALLEY CA 92708 PHYSICIAN OFFICE LAGUNA NIGUEL OUTPATIENT OFFICE 23521 PASEO DE VALENCIA SUITE 200 LAGUNA HILLS CA 92653 PHYSICIAN OFFICE NEWPORT BEACH OTOLARYNGOLOGY 466 OLD NEWPORT BLVD NEWPORT BEACH CA 92663 PHYSICIAN OFFICE CHOC CHILDREN'S SPECIALISTS CARDIOLOGY 505 SOUTH MAIN STREET SUITE 200 ORANGE CA 92868 PHYSICIAN OFFICE CHOC CHILDREN'S SPCLST PEDIATRIC SURGERY 505 SOUTH MAIN STREET SUITE 225 ORANGE CA 92868 PHYSICIAN OFFICE CHOC CHILDREN'S ALLERGY 725 WEST LA VETA SUITE 100 ORANGE CA 92868 PHYSICIAN OFFICE CHOC CHILDREN'S SPECIALISTS OPTHAMOLOGY 1210 WEST LA VETA SUITE 100 ORANGE CA 92868 PHYSICIAN OFFICE CHOC CHILDREN'S HEALTH CENTER 845 MAGNOLIA 101 CORONA CA 92879 CLINIC CHOC CHILDREN'S SPCLST OTOLARYNGOLOGY 1010 WEST LA VETA SUITE 640 ORANGE CA 92868 PHYSICIAN OFFICE CHOC CHILDREN'S HEALTH CENTER 19582 BEACH BLVD SUITE 380 HUNTINGTON BEACH CA 92648 CLINIC CHOC CHILDREN'S SPCLST NB CLINIC 500 SUPERIOR AVE STE 140 NEWPORT BEACH CA 92868 CLINIC CHOC CHILDREN'S SPCLST MV CLINIC 26691 PLAZA DR STE 130 MISSION VIEJO CA 92691 CLINIC CHOC CHILDREN'S SPCLST UCI CARDIOLOGY 1140 W LA VETA AVE STE 750 ORANGE CA 92868 CLINIC CHOC CHILDREN'S SPCLST OTOLARYNGOLOGY 1010 WEST LA VETA SUITE 710 ORANGE CA 92868 PHYSICIAN OFFICE CHOC CHILDREN'S SPCLST OTOLARYNGOLOGY 770 PACIFIC COAST HWY STE 100 SEAL BEACH CA 90740 CLINIC CHOC CHILDREN'S SPCLST OTOLARYNGOLOGY 250 E YALE LOOP STE 200 IRVINE CA 92604 CLINIC CHOC CHILDREN'S SPCLST PHYS OFFICE 505 S MAIN ST STE 1200 1250 EXP ORANGE CA 92868 PHYSICIAN OFFICE Centrum Clinic 1210 W La Veta Ave Suite 125 Orange CA 92868 CLINIC CCN Los Alamitos Pediatric Medical Group 10861 Cherry Street Suite 305 Los Alamitos CA 90720 PHYSICIAN OFFICE CCN Pomona Pediatrics 250 W Bonita Avenue Suite 200 Pomona CA 91767 CLINIC CHOC Children's Psychology 1210 W La Veta Ave Stes 410/470/ Orange CA 92868 CLINIC PAM 18102 Irvine Bvld Suites 103 104 Tustin CA 92780 CLINIC Seaview - Aliso Viejo 2 Journey Suite 100 Aliso Viejo CA 92656 CLINIC Seaview - Taj Mahal 23521 Paseo de Valencia Suite 200 Laguna Hills CA 92653 CLINIC Seaview - Irvine 15785 Laguna Canyon Road Suite 120 Irvine CA 92618 CLINIC Seaview - San Clemente 1031 Avenida Pico Suite 106 San Clemente CA 92673 CLINIC SOCPA - RSM 30212 Tomas Suite 220 Rancho Santa Margarita CA 92688 CLINIC SOCPA - San Clemente 1300 Avenida Vista Hermosa Suite 20 San Clemente CA 92673 CLINIC SOCPA - Ladera Ranch 777 Corporate Drive Suite 250 Ladera Ranch CA 92694 CLINIC SOCPA-Lake Forest 23321 El Toro Road Suites E-H Lake Forest CA 92630 CLINIC Orange Doctor's of Kids and Teens 1310 W Stewart Dr Suite 506 Orange CA 92868 CLINIC Premier Pediatrics 15825 Laguna Canyon Rd Suite 102 Irvine CA 92618 physician office Total Pediatrics of Orange County 1640 Newport Blvd Suite 360 Costa Mesa CA 92627 Physician Office Pomona Valley Health Ctr 1770 N Orange Grove Suite 210 Pomona CA 91767 OP Hospital PIH Family Practice Ctr 12291 Washington Blvd Suite 500 Whittier CA 90606 OP Hospital SCHEDULE H, PART I, LINE 6A THE ORGANIZATION'S COMMUNITY BENEFIT REPORT IS CONTAINED IN A REPORT PREPARED BY CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC CHILDREN'S) AND CHOC CHILDREN'S AT MISSION HOSPITAL (CCMH) ANNUALLY AND IS FILED IN ACCORDANCE WITH CALIFORNIA SB697. SCHEDULE H, PART I, LINE 7 THE ORGANIZATION USES THE COST-TO-CHARGE RATIO METHODOLOGY TO DETERMINE THE COST OF CHARITY CARE AND UNREIMBURSED COST OF CARE PROVIDED TO MEDI-CAL PATIENTS. COSTS ARE ACCOUNTED FOR USING AN INTERNAL DECISION SUPPORT SYSTEM. THE COST-TO-CHARGE RATIO FOLLOWS THE METHOD DEFINED BY THE MEDICARE COST REPORT AND IS UPDATED MONTHLY USING THE MOST RECENT ORGANIZATIONAL INFORMATION. PROVIDER FEE PROGRAM The State of California has a provider fee program that, combined with federal matching funds, has provided supplemental medi-cal payments to hospitals in the state. DURING FY2019, CMS ISSUED FINAL REQUIRED APPROVAL FOR THE MANAGED CARE PORTION OF THE 36 MONTH PROVIDER FEE PROGRAM ENDED DECEMBER 2016. CHOC RECOGNIZED REVENUES FOR THE PROGRAM OF $98,334,000 AND PROVIDER FEES AND OTHER EXPENSES OF $22,904,000. IN ADDITION, CMS ISSUED FINAL APPROVAL DURING FY2019 OF THE FEE FOR SERVICE PORTION OF THE 30 MONTH PROGRAM ENDED JUNE 30, 2019. UNDER THIS PORTION OF THE PROGRAM, CHOC RECOGNIZED REVENUES OF $52,576,000 AND PROVIDER FEES AND OTHER EXPENSES OF $17,139,000. THE AMOUNTS WERE RECOGNIZED AS NET PATIENT REVNUE AND OPERATING EXPENSES, REPSECTIVELY, IN THE YEAR ENDED JUNE 30, 2019. THE CHNA REPORT IS AVAILABLE AT HTTP://WWW.CHOC.ORG/ABOUT SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES: Community support IS BEST EXEMPLIFIED BY THE ORGANIZATION'S INCREASED EMPHASIS ON COMMUNITY OUTREACH AND COMMUNITY EDUCATION, WHICH INCLUDES INJURY PREVENTION, SAFETY AND WELLNESS. The organization has 84 different community benefit programs categorized according to the California community benefits law, SB697. Within these categories, the category which most closely correlates to line 3, community support, is Healthcare Access. Through Healthcare Access, the organization increases access to quality pediatric healthcare resources and information to families, especially low-income and medically underserved, throughout Orange County. This is accomplished through community outreach clinics and education. SCHEDULE H, PART III, LINE 2 THE ORGANIZATION CHARGES BAD DEBT FOR (A) THE WRITE-OFF OF PATIENT ACCOUNTS WHERE FAMILIES DID NOT COOPERATE WITH CHOC IN THE COMPLETION OF MEDI-CAL OR CHARITY CARE APPLICATIONS AND WHERE INSUFFICIENT INFORMATION COULD BE OBTAINED REGARDING THE FINANCIAL STATUS OF THE FAMILY, AND (B) A PROVISION FOR OUTSTANDING ACCOUNTS RECEIVABLE FROM SELF-PAY (INCLUDING PENDING MEDI-CAL AND PENDING CHARITY) ACCOUNTS. THE ORGANIZATION APPLIES ITS CHARITY CARE POLICY TO DETERMINE ELIGIBILITY BASED ON FAMILIES' SATISFYING THE APPLICATION REQUIREMENTS AND THE ORGANIZATION'S ELIGIBILITY CRITERIA. THE ORGANIZATION DOES, HOWEVER, HAVE FAMILIES WHO FAIL TO COMPLETE THE REQUIRED PAPERWORK DESPITE THE ORGANIZATION'S EFFORTS TO EDUCATE ALL FAMILIES OF THE CHARITY CARE OPTIONS. IN THESE CASES, AN ASSESSMENT OF CHARITY CARE ELIGIBILITY IS MADE BASED ON KNOWN INFORMATION. SCHEDULE H, PART III, LINE 3 THE HOSPITAL FOLLOWS HFMA STATEMENT 15 AND THEREFORE NO PART OF BAD DEBT, AS DEFINED BY STATEMENT 15, REPRESENTS AMOUNTS ATTRIBUTABLE TO PATIENTS ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE. SCHEDULE H, PART III, LINE 4 AUDITED FINANCIAL STATEMENT FOOTNOTE: PATIENT ACCOUNTS RECEIVABLE ARE RECORDED AT THE INVOICED AMOUNT, NET OF ANY EXPECTED CONTRACTUAL ADJUSTMENTS AND DO NOT BEAR INTEREST. THE ORGANIZATION HAS AGREEMENTS WITH THIRD-PARTY PAYORS THAT PROVIDE FOR PAYMENTS AT AMOUNTS DIFFERENT FROM THE ESTABLISHED RATES. PAYMENT ARRANGEMENTS INCLUDE PROSPECTIVELY DETERMINED RATES PER DISCHARGE, REIMBURSED COSTS, DISCOUNTED CHARGES, AND PER DIEM PAYMENTS. PATIENT SERVICES REVENUES ARE REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYORS, AND OTHERS FOR SERVICES RENDERED. CONTRACTUAL ADJUSTMENTS ARISING UNDER REIMBURSEMENT ARRANGEMENTS WITH THIRD-PARTY payors ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ARE ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. IMPLICIT PRICE CONCESSIONS ARE TAKEN BASED ON HISTORICAL COLLECTION EXPERIENCE AND REFLECT THE ESTIMATED AMOUNTS THE ORGANIZATION EXPECTS TO COLLECT. AUDITED FINANCIAL STATEMENT FOOTNOTE: SEE AUDITED FINANCIAL STATEMENTS, PAGE 7 FOR THE FINANCIAL STATEMENT FOOTNOTE RELATED TO ACCOUNTS RECEIVABLE AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. CHOC REVIEWS ITS ALLOWANCE FOR DOUBTFUL ACCOUNTS ON A MONTHLY BASIS AS WELL AS AGE OF ACCOUNTS AND OTHER FACTORS. PAST-DUE BALANCES OVER 90 DAYS AND OVER A SPECIFIED AMOUNT ARE REVIEWED INDIVIDUALLY FOR COLLECTABILITY. THERE ARE OTHER FACTORS THAT CAN IMPACT COLLECTIONS, SUCH AS CHANGES IN THE ECONOMY, WHICH IN TURN HAVE AN IMPACT ON UNEMPLOYMENT RATES AND THE NUMBER OF UNINSURED AND UNDERINSURED PATIENTS, THE INCREASED BURDEN OF CO-PAYMENTS TO BE MADE BY PATIENTS WITH INSURANCE AND BUSINESS PRACTICES RELATED TO COLLECTION EFFORTS. THESE FACTORS CONTINUOUSLY CHANGE AND CAN HAVE AN IMPACT ON COLLECTION TRENDS AND THE ESTIMATION PROCESS. ACCOUNT BALANCES ARE CHARGED OFF AGAINST THE ALLOWANCE AFTER ALL MEANS OF COLLECTION HAVE BEEN EXHAUSTED AND THE POTENTIAL FOR RECOVERY IS REMOTE, BUT IN NO CASE BEYOND ONE YEAR FROM DATE OF SERVICE. SCHEDULE H, PART III, LINE 8 THE ALLOWABLE COST IS BASED ON A COST TO CHARGE RATIO OF .1994 AS DETERMINED BY THE ORGANIZATION'S FILED MEDICARE COST REPORT. SHORTFALLS ARE CONSIDERED A COMMUNITY BENEFIT BECAUSE THE DOLLAR VALUE OF BENEFITS PROVIDED BY LEGISLATIVE CATEGORY LINK TO THE DOLLARS IDENTIFIED BY COMMUNITY NEEDS. CHOC REPORTS UNPAID COSTS OF PUBLIC PROGRAMS AS GOVERNMENT PAYOR SHORTFALLS. THE PRINCIPAL MEASURE FOR MONITORING COMMUNITY BENEFIT SERVICES IS THE DOLLAR VALUE OF BENEFITS RETURNED TO THE COMMUNITY PER DOLLAR OF TAX EXEMPTION VALUE RECEIVED. SCHEDULE H, PART III, LINE 9B THE HOSPITAL'S WRITTEN BAD-DEBT COLLECTION POLICY STATES THE FOLLOWING: 1. IF A PATIENT QUALIFIES FOR ASSISTANCE UNDER THE FINANCIAL ASSISTANCE PROGRAM (FAP) AND IS MAKING EVERY EFFORT TO SETTLE AN OUTSTANDING BILL WITHIN A REASONABLE TIME PERIOD, CHOC OR ITS AGENT WILL NOT SEND, NOR INTIMATE THAT IT WILL SEND, THE UNPAID ACCOUNT TO AN OUTSIDE AGENCY IF DOING SO MAY NEGATIVELY IMPACT A PATIENT'S CREDIT. IF CHOC IS FORCED TO SEND THE ACCOUNT TO AN OUTSIDE COLLECTION AGENCY, THE AMOUNT REFERRED TO THE AGENCY WILL REFLECT THE REDUCED PAYMENT LEVEL FOR WHICH THE PATIENT WAS ELIGIBLE UNDER THE FAP. AT NO TIME WILL A PATIENT ACCOUNT BE REFERRED TO AN OUTSIDE COLLECTION AGENCY IF THE ACCOUNT IS LESS THAN 150 DAYS FROM ORIGINAL BILLING. 2. IN DEALING WITH IDENTIFIED UNINSURED PATIENTS AT OR BELOW 400% OF THE FEDERAL POVERTY LEVEL, CHOC WILL NOT USE WAGE GARNISHMENTS OR LIENS ON PATIENT'S OR PATIENT FAMILY'S PRIMARY RESIDENCE AS A MEANS OF COLLECTING UNPAID CHOC BILLS. THIS REQUIREMENT DOES NOT PRECLUDE CHOC FROM PURSUING REIMBURSEMENT FROM THIRD PARTY LIABILITY SETTLEMENTS. SCHEDULE H PART VI LINE 2 NEEDS ASSESSMENT: IN ADDITION TO THE TRI-ANNUAL COMMUNITY HEALTH NEEDS ASSESSMENT, CHOC REGULARLY TRACKS KEY DEMOGRAPHIC CHANGES IN THE PEDIATRIC POPULATION OF ITS COMMUNITY AND THE UTILIZATION OF KEY SERVICES DELIVERED, AND EVALUATES THE PROGRAMS IT PROVIDES TO MEET IDENTIFIED NEEDS. THROUGH CONSTANT CONTACT WITH A VARIETY OF COMMUNITY CONSTITUENTS, CHOC IS ABLE TO LEARN ABOUT EMERGING TRENDS AND NEEDS. IT THEN EVALUATES OPTIONS TO MEET THOSE NEEDS, EITHER ALONE OR IN COLLABORATION WITH OTHERS IN THE COMMUNITY. All OF THE PROGRAMS ASSOCIATED WITH THE COMMUNITY HEALTH NEEDS ASSESSMENT ARE AVAILABLE IN THE REPORT ON THE HOSPITAL'S WEBSITE AT WWW.CHOC.ORG AS WELL AS A PAPER COPY THAT IS AVAILABLE UPON REQUEST FOR PUBLIC INSPECTION. SCHEDULE H PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: PATIENTS ARE INFORMED OF THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS AND UNDER THE HOSPITAL'S CHARITY CARE POLICY IN OUR FINANCIAL ASSISTANCE AND DISCOUNT PROGRAM POLICY. THIS INFORMATION, EITHER IN FULL OR IN SUMMARY, IS POSTED IN ALL OF THE HIGH TRAFFIC PATIENT AREAS: ADMITTING, EMERGENCY ROOM, CLINIC AND THE BUSINESS OFFICE. THE PATIENTS ARE ALSO INFORMED IF THERE IS A FINANCIAL NEED IDENTIFIED BY THE HOSPITAL FINANCIAL COUNSELORS WHEN SPEAKING TO THE FAMILIES ABOUT THEIR INSURANCE OR LACK OF INSURANCE. PATIENTS ARE PROVIDED A COPY OF THE HOSPITAL'S PATIENT FINANCIAL ASSISTANCE AND DISCOUNT PAYMENT PROGRAM POLICY. FAMILIES ARE ALSO NOTIFIED ON EVERY PATIENT STATEMENT THAT IF THERE IS A FINANCIAL NEED THEY SHOULD CALL THE DESIGNATED PHONE NUMBER FOR MORE INFORMATION AND ASSISTANCE. FINANCIAL ASSISTANCE COMMUNICATION - AS PART OF THE HOSPITAL'S ONGOING PUBLIC AWARENESS CAMPAIGNS, THE MISSION STATEMENTS (INCLUDING THE FINANCIAL ASSISTANCE POLICY) ARE INCLUDED WHEREVER POSSIBLE ON PROGRAM BROCHURES, FACILITY BROCHURES, MEDICAL EDUCATION INFORMATION, COMMUNITY EDUCATION MATERIALS, CONFERENCE INVITATIONS AND ADMISSION MATERIALS. ADDITIONALLY, THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS EMPHASIZED IN PUBLIC RELATIONS AND MEDIA RELATIONS EFFORTS, FOUNDATION CAMPAIGNS, AND SELECTED MARKETING CAMPAIGNS. THE FINANCIAL ASSISTANCE POLICY IS ALSO INCLUDED AS PART OF THE ANNUAL COMMUNITY BENEFIT REPORT. The Financial Assistance Policy is available in english and spanish. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION - THE HOSPITAL SERVES ALL OF ORANGE COUNTY AND A LIMITED, ALTHOUGH SIGNIFICANT, NUMBER OF PATIENTS FROM THE WESTERN RIM OF RIVERSIDE AND SAN BERNARDINO COUNTIES, THE NORTHERN PORTION OF SAN DIEGO COUNTY AND SOUTHEAST AREAS OF LOS ANGELES COUNTY. THE PRIMARY SERVICE AREA IS THE CENTRAL-NORTHERN PORTION OF ORANGE COUNTY, AND IS THE SOURCE OF APPROXIMATELY 72% OF ITS PATIENTS. SIGNIFICANT CITIES IN THIS AREA ARE: SANTA ANA, ANAHEIM, FULLERTON, ORANGE, AND GARDEN GROVE. THE SECONDARY SERVICE AREA INCLUDES ALL THE OTHER ORANGE COUNTY CITIES AND UNINCORPORATED AREAS. THE COMMUNITY SERVED BY THE HOSPITAL INCLUDES FEDERALLY-DESIGNATED MEDICALLY UNDERSERVED AREAS AND POPULATIONS. COMMUNITY CHARACTERISTICS POPULATION AND SOCIOECONOMIC DATA PROJECTIONS FOR 2018-2019 have been collected from a variety of local county and state sources representing DEMOGRAPHIC ANALYSIS OF ORANGE COUNTY, INCLUDING THE COMBINED SERVICE AREAS OF BOTH HOSPITALS CHOC AND CCMH. TOTAL POPULATION OF THE COUNTY WAS 3.3 MILLION, ACCORDING TO 2018 ESTIMATES, MAKING IT THE THIRD LARGEST COUNTY IN CALIFORNIA. THE MEDIAN AGE IS 37.4, AND CHILDREN UP TO 18 YEARS OF AGE MAKE UP 22% OF THE TOTAL POPULATION. THE LARGEST RACE SUBGROUP IS WHITE, AT 49%. ASIANS/PACIFIC ISLANDERS ARE 18% OF THE TOTAL, AND THE AFRICAN AMERICAN POPULATION REPRESENTS APPROXIMATELY 2% OF THE TOTAL ORANGE COUNTY POPULATION. 48% OF THE TOTAL ORANGE COUNTY POPULATION IDENTIFY AS HISANIC IN ETHNICITY. SOCIOECONOMIC PROFILE: IN THE CHOC SERVICE AREA, 16.4% OF CHILDREN UNDER AGE 18 LIVE IN POVERTY, COMPARED TO 20.8% OF CALIFORNIAS CHILDREN. THE COUNTY'S MEDIAN HOUSEHOLD INCOME is $88,483. The percentage of the hospital's patients who are uninsured or Medicaid recipients was 64%. THERE ARE 31 OTHER HOSPITALS SERVING THE COMMUNITY. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH: CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC) IS THE NOT-FOR-PROFIT, TAX-EXEMPT PARENT CORPORATION OF CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC CHILDREN'S) AND CHOC CHILDREN'S AT MISSION HOSPITAL (CCMH). THE HOSPITALS ARE THE PRINCIPAL TERTIARY AND QUATERNARY PEDIATRIC HOSPITALS SERVING ORANGE COUNTY AND ARE THE ONLY HOSPITALS EXCLUSIVELY SERVING INFANTS, CHILDREN AND ADOLESCENTS. THE ORGANIZATION IS COMPRISED OF TWO HOSPITALS; A NUMBER OF PRIMARY AND SPECIALTY CLINICS THROUGHOUT ORANGE AND RIVERSIDE COUNTIES, PROGRAMS AND SERVICES; AND FOUR CENTERS OF EXCELLENCE, THE CHOC HEART, NEUROSCIENCE, hyundai cancer institute AND ORTHOPAEDIC INSTITUTES. CHOC ALSO HAS A RESEARCH INSTITUTE PERFORMING BASIC SCIENCE AND CLINICAL RESEARCH. THROUGH ITS JOINT RESIDENCY PROGRAM WITH UC IRVINE, THE ORGANIZATION ALSO TRAINS TOMORROW'S PHYSICIANS. THE COMMUNITY BENEFIT PLAN FOR THE FISCAL YEAR ENDING JUNE 30, 2019, DESCRIBES THE BENEFIT PLANNING PROCESS, THE BENEFITS PROVIDED, AND THE ECONOMIC VALUE OF THE BENEFITS. COMMUNITY BENEFITS ARE FREE OR SUBSIDIZED PROGRAMS AND SERVICES PROVIDED TO MEET IDENTIFIED COMMUNITY NEEDS AND TO SERVE THE PUBLIC INTEREST. THE ORGANIZATION'S COMMUNITY BENEFIT PLAN IS AVAILABLE ONLINE AT: HTTP://WWW.CHOC.ORG/ABOUT. THE MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPOSED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. CLINICAL PRIVILEGES ARE GRANTED TO ALL QUALIFIED PHYSICIANS AS MEMBERS OF THE MEDICAL STAFF. MEDICAL STAFF MEMBERS PROVIDE PATIENT CARE AND HAVE ACCESS TO HOSPITAL RESOURCES (INCLUDING EQUIPMENT, FACILITIES AND PERSONNEL) WHICH ARE NECESSARY TO EFFECTIVELY EXERCISE THEIR PRIVILEGES. PHYSICIANS ARE QUALIFIED TO BE MEMBERS OF THE MEDICAL STAFF IF THEY MEET THE FOLLOWING CRITERIA: ONLY PRACTICING PHYSICIANS, DENTISTS, PSYCHOLOGISTS OR PODIATRISTS SHALL BE DEEMED TO POSSESS BASIC QUALIFICATIONS FOR MEMBERSHIP ON THE MEDICAL STAFF, EXCEPT FOR THE HONORARY AND RETIRED STAFF CATEGORIES IN WHICH CASE THESE CRITERIA SHALL ONLY APPLY AS DEEMED INDIVIDUALLY APPLICABLE BY THE MEDICAL STAFF, AND WHO: (A) DOCUMENT THEIR (1) CURRENT LICENSURE, (2) ADEQUATE EXPERIENCE, EDUCATION, AND TRAINING, (3) CURRENT PROFESSIONAL COMPETENCE, (4) GOOD JUDGMENT, AND (5) CURRENT ADEQUATE PHYSICAL AND MENTAL HEALTH STATUS, SO AS TO DEMONSTRATE TO THE SATISFACTION OF THE MEDICAL STAFF THAT THEY ARE PROFESSIONALLY AND ETHICALLY COMPETENT AND THAT PATIENTS TREATED BY THEM CAN REASONABLY EXPECT TO RECEIVE QUALITY MEDICAL CARE. (B) ARE DETERMINED (1) TO ADHERE TO THE ETHICS OF THEIR RESPECTIVE PROFESSIONS, (2) TO BE ABLE TO WORK COOPERATIVELY WITH OTHERS SO AS NOT TO ADVERSELY AFFECT PATIENT CARE, (3) TO KEEP AS CONFIDENTIAL, AS REQUIRED BY LAW, ALL INFORMATION OR RECORDS RECEIVED IN THE PHYSICIAN-PATIENT RELATIONSHIP, AND (4) TO BE WILLING TO PARTICIPATE IN AND PROPERLY DISCHARGE THOSE RESPONSIBILITIES DETERMINED BY THE MEDICAL STAFF AND BE BOUND BY THE MEDICAL STAFF BYLAWS, RULES AND REGULATIONS, AND POLICIES. (C) WHO MAINTAIN IN FORCE PROFESSIONAL LIABILITY INSURANCE IN NOT LESS THAN THE MINIMUM AMOUNTS JOINTLY DETERMINED BY THE BOARD OF DIRECTORS AND THE MEDICAL EXECUTIVE COMMITTEE, BUT IN NO EVENT LESS THAN $1.0 MILLION PER INCIDENT AND $3.0 MILLION IN THE AGGREGATE IN A POLICY YEAR; PROVIDED, HOWEVER, THAT IN THE EVENT THAT (AND FOR SO LONG AS) SUCH INSURANCE IS NOT AVAILABLE ON COMMERCIALLY REASONABLE TERMS TO PHYSICIANS PRACTICING IN A PARTICULAR SPECIALTY OR SUB-SPECIALTY AREA OF MEDICAL PRACTICE, THE FOREGOING REQUIREMENTS MAY BE MODIFIED OR WAIVED WITH RESPECT TO ALL PHYSICIANS PRACTICING IN SUCH SPECIALTY OR SUB-SPECIALTY AREA, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS UPON REQUEST OF THE MEDICAL EXECUTIVE COMMITTEE. ADMINISTRATIVE STAFF AND MEMBERS ON A LEAVE OF ABSENCE DO NOT NEED TO SHOW EVIDENCE OF INSURANCE. THE ORGANIZATION APPLIES ITS SURPLUS FUNDS TO IMPLEMENT IMPROVEMENTS IN PATIENT CARE, MEDICAL EDUCATION AND RESEARCH. DURING THE REPORTING YEAR ENDED JUNE 30, 2013, THE ORGANIZATION COMPLETED THE CONSTRUCTION OF A STATE-OF-THE-ART $552 MILLION HOSPITAL TOWER ON ITS MAIN CAMPUS IN THE CITY OF ORANGE. CONSTRUCTION OF THE 7 STORY BUILDING STARTED IN 2009 AND OPENED ITS DOORS TO PATIENTS IN 2013. THE NEW TOWER INCLUDES INPATIENT AND OUTPATIENT CARE FOR CHILDREN, WITH EMERGENCY DEPARTMENT, OPERATING ROOMS, A MEDICAL LABORATORY, PATHOLOGY DEPARTMENT AND IMAGING AND RADIOLOGY SERVICES. The emergency department became a designated trauma unit in October 2014. THERE IS ALSO A LARGE CONFERENCE AREA TO ACCOMMODATE AND SUPPORT SOME OF THE ORGANIZATION'S TEACHING ACTIVITIES. THE CHOC ENDOWMENT FUNDS ARE IN PART USED TO FUND MEDICAL RESEARCH, CLINICAL PROGRAMS AND SERVICES, AND TO RECRUIT AND RETAIN DOCTORS WHO ARE THE BEST IN THEIR FIELDS. SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM: FOR OVER 50 YEARS, CHOC CHILDREN'S HAS BEEN STEADFASTLY COMMITTED TO PROVIDING THE HIGHEST QUALITY MEDICAL CARE TO CHILDREN. AFFILIATED WITH THE UNIVERSITY OF CALIFORNIA, IRVINE, OUR REGIONAL PEDIATRIC HEALTHCARE NETWORK INCLUDES A STATE-OF-THE ART 334 BED HOSPITAL IN THE CITY OF ORANGE AND A HOSPITAL-WITHIN-A-HOSPITAL IN MISSION VIEJO. CHOC ALSO OFFERS MANY PRIMARY AND SPECIALTY CARE CLINICS, MORE THAN 89 ADDITIONAL PROGRAMS AND SERVICES, A PEDIATRIC RESIDENCY PROGRAM, AND FOUR CENTERS OF EXCELLENCE - THE CHOC CHILDREN'S HEART, NEUROSCIENCE, ORTHOPAEDIC, AND HYUNDAI CANCER INSTITUTES. THE ECONOMIC VALUE OF THE 92 BENEFIT SERVICES PROVIDED BY CHOC AND CCMH IN FISCAL YEAR 2019 IS $47.4 MILLION. OF THESE DOLLARS, 26.8% (12.7 Million) SERVED THE ECONOMICALLY DISADVANTAGED. THE ECONOMIC VALUE OF SAVINGS FROM NOT-FOR-PROFIT STATUS IS $43.4 MILLION. THUS, THE HOSPITALS RETURN $1.15 IN COMMUNITY BENEFITS FOR EACH $1 SAVED FROM TAX-EXEMPT STATUS. IN ADDITION TO THE $47.4 MILLION IN BENEFITS PROVIDED FOR BY THE HOSPITALS REFERENCED ABOVE, BOARD MEMBERS, PHYSICIANS, EMPLOYEES AND VOLUNTEERS CONTRIBUTED 56,000 HOURS OF VOLUNTEER SERVICE TO THE COMMUNITY. SCHEDULE H PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT: A COMMUNITY BENEFIT REPORT IS FILED ANNUALLY IN THE STATE OF CALIFORNIA. true CHILDREN'S HEALTHCARE OF CALIFORNIA 1201 West La Veta Avenue ORANGE CA 92868 330265266 501(c)(3) 100000000 N/A N/A SUPPORT 1 PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS - PART I, LINE 2 The grant from CHOC to CHC was in accordance with the bylaws of both organizations. X X X X true true false false false false false false false Kimberly Cripe DIRECTOR/PRESIDENT 0 1005715 0 445347 0 284057 0 66845 0 33279 0 1835243 0 48531 Shahab Dadjou SVP/Chief Strategy Officer 0 524944 0 315783 0 202779 0 30918 0 24056 0 1098480 0 22323 Jay Gabriel Chief Legal Officer/Secretary 444369 0 142577 0 284266 0 25598 0 39889 0 936699 0 15967 0 Matthew Gerlach EVP/COO 0 587624 0 174681 0 141762 0 29715 0 19265 0 953047 0 24811 Maria Minon MD SVP/CMO 568438 0 192786 0 130045 0 40955 0 13942 0 946166 0 24173 0 Kerri Ruppert Schiller EVP/CFO/Assistant Secretary 0 550926 0 198605 0 148804 0 37056 0 27721 0 963112 0 23262 John Henderson CIO 365011 0 83780 0 31009 0 19272 0 20093 0 519165 0 13352 0 Michael Weiss VP CHOC Health Alliance 406312 0 91263 0 90826 0 20700 0 27108 0 636209 0 14862 0 William Rohde Vice President Finance 300832 0 66469 0 77663 0 17673 0 20753 0 483390 0 10809 0 Thomas Capizzi Vice President Human Resources 343892 0 70723 0 43294 0 16881 0 14382 0 489172 0 12445 0 James Cappon Chief Quality & Patient Safety 370163 0 35705 0 7320 0 0 0 39902 0 453090 0 0 0 Melanie Patterson VP Patient Care Svcs, CNO 334359 0 73375 0 83449 0 32335 0 33292 0 556810 0 12273 0 Hale Kuhlman VP, Specialty Physician SRV 286065 0 57814 0 74462 0 26618 0 20740 0 465699 0 10129 0 Marcia Folli-thru 918 Vice President/CNO 105084 105084 30097 30097 98601 98601 6305 6305 10 10 240097 240097 0 0 SEVERANCE ARRANGEMENTS, PART I, LINE 4A Part I, Line 4a Some of the organization's personnel listed on form 990 Part VII and Schedule J participate in a separation arrangement that provides for a portion of the employee's annual salary based on their position in the organization. For the senior executive level, the amount is based on years of service up to a maximum number of months. PAYMENT IN THE AMOUNT OF $129,314 WAS MADE TO MS. FOLLI DURING CALENDAR YEAR 2019. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN Part I, Line 4b Children's Hospital of Orange County (CHOC or the Company) established a nonqualified deferred compensation plan effective January 1, 2010 in which certain individuals listed on the form 990, Part VII and Schedule J are participants. Under the established Supplemental Executive Retirement Plan (the Plan), OR SERP, for each Plan year that begins prior to the participant's cash date, CHOC shall create a new SERP account on its books for the Participant and shall credit to such account at times specified. The participants of the plan are general creditors of the company. The participant's SERP account shall be utilized solely as a device for the measurement and determination of the amounts to be paid to the participant under this plan. The participant is entitled to his/her SERP benefit amount upon the earliest of (1) remaining employed with the Company to the third anniversary of the first day of the Plan Year for which the SERP account was created; (2) remaining employed with the Company to the Participant's 60th birthday; (3) remaining employed with the Company to the date the Participant has both attained at least age 55 and has completed at least 10 years of service; (4) disability; (5) involuntary separation from service without reasonable cause; (6) voluntary separation from service for good reason or (7) death. The following individuals received payments from the Plan during calendar year 2019: MS. CRIPE ($198,229), MS. SCHILLER ($95,139), MS. FOLLI ($53,448), DR. MINON ($97,796), MS. PATTERSON ($46,668), MR. KUHLMAN ($42,599), MR. WEISS ($61,012), MR. ROHDE ($43,652), MR GERLACH ($101,292), MR. GABRIEL ($241,739), MR. DADJOU ($155,057), AND MR. CAPIZZI ($13,412) Compensation from an affiliated organization Kimberly C. Cripe is compensated through Children's HealthCare of California (CHC), however, in addition to her responsibilities for CHC, she also serves as an officer of Children's Hospital of Orange County, CHOC Foundation, CRC Real Estate Corporation and Children's Hospital at Mission (all IRC Section 501(c)(3) affiliates). Ms. Cripe devotes approximately 75% of her time each week to Children's Hospital of Orange County responsibilities with the balance of her time being spent on the other related organizations' business affairs. Kerri Ruppert Schiller is compensated through Children's HealthCare of California (CHC), however, in addition to her responsibilities for CHC, she also serves as an officer of Children's Hospital of Orange County, CHOC Foundation, CRC Real Estate Corporation and Children's Hospital at Mission (all IRC Section 501(c)(3) affiliates). Ms. Schiller devotes approximately 60% of her time each week to Children's Hospital of Orange County responsibilities with the balance of her time being spent on the other related organizations' business affairs. Matthew Gerlach IS COMPENSATED THROUGH CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC), HOWEVER, IN ADDITION TO HIS RESPONSIBILITIES FOR CHC, HE ALSO SERVES AS AN OFFICER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY, CHILDREN'S HOSPITAL AT MISSION AND CRC REAL ESTATE CORPORATION (ALL IRC SECTION 501(C)(3) AFFILIATES). MR. Gerlach DEVOTES APPROXIMATELY 85% OF HIS TIME EACH WEEK TO CHILDREN'S HOSPITAL OF ORANGE COUNTY RESPONSIBILITIES WITH THE BALANCE OF HIS TIME BEING SPENT ON CHILDREN'S HOSPITAL AT MISSION'S BUSINESS AFFAIRS. Marcia Folli is compensated through Children's Hospital at Mission; however, in addition to her responsibilities for Children's Hospital at Mission, she also serves as V.P. of Ancillary Services at Children's Hospital of Orange County, an IRC Section 501(c)(3) affiliate. Ms. Folli devotes approximately 50% of her time each week to Children's Hospital of Orange County with the balance of her time being spent on Children's Hospital at Mission business affairs. A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LBP1 2009-06-30 137686600 CONSTRUCT A HOSPITAL false false false B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LBT3 2009-06-30 127800000 CONSTRUCT A HOSPITAL false false false C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LRT6 2011-11-03 105003490 CONSTRUCT A HOSPITAL false false false A 25035000 0 137890806 10905112 0 0 1838778 0 0 17244250 107849999 0 2013 false true true true B 18350000 0 128231151 0 0 0 1382488 0 0 126850189 0 0 2013 false false true true C 2130000 0 105082386 0 0 0 0 0 0 105081328 0 0 2013 false false true true A false false true true false 0.00161 0.00000 0.00161 false false false true B false false true true false 0 false false false true C false false true true false 0 true false false true A false true false false 0 false 0 false true B false true true true MORGAN STANLEY 30. false false false 0 false true C false true false false 0 false 0 false true A true B true C true PART II, LINE 3 CUMULATIVE INTEREST EARNED ON ISSUE A: $ 575,883 CUMULATIVE INTEREST EARNED ON ISSUE B: $ 431,220 CUMULATIVE INTEREST EARNED ON ISSUE C: $ 83,929 part iv, line 2c Bond A: Rebate computation was performed on 07/15/18 FORM 990, PART I, LINE 5 AND PART V, LINE 2 INFORMATION REGARDING CHOC AS THE COMMON PAYMASTER: Children's Hospital of Orange County is the common paymaster of the following: CHILDREN'S HEALTHCARE OF CALIFORNIA CHILDREN'S HOSPITAL AT MISSION CHOC FOUNDATION All wages and employee specific information, including volunteers, are retained with Children's Hospital of Orange County. COMMUNITY BENEFIT REPORT HIGHLIGHTS: CHOC Children's is exclusively committed to improving the health and well-being of children through clinical expertise, advocacy, outreach, education and research. Affiliated with the University of California, Irvine, CHOCs healthcare system includes two state-of-the-art pediatric hospitals in Orange and Mission Viejo, two trauma centers, many primary and specialty care outpatient clinics, a mental health inpatient center, and four clinical centers of excellence the CHOC Childrens Heart, Neuroscience, Orthopaedic and Hyundai Cancer Institutes. The CHOC institutes provide comprehensive multidisciplinary care for some of the most serious pediatric and adolescent illnesses and injuries. Patients benefit from innovative and specialized programs, such as the Adolescent and Young Adult Cancer Treatment Program. One of the only programs of its kind in the nation, it offers cancer-specific treatment while also addressing the unique psycho-social needs of teens and young adults. Offering access to cutting-edge clinical trials that cant be found anywhere else, CHOCs Research Institute has more than 350 research studies in more than 30 specialties. Scientists translate the latest advances in molecular profiling, including whole genome sequencing, to meet the individualized needs of patients at every stage of their young lives, from infancy through adolescence. The Sharon Disney Lund Medical Intelligence and Innovation Institute (MI3) at CHOC is a unique and first-of-its-kind institute that creates, focuses and executes projects in the areas of intelligence and innovation in pediatric medicine. These two interrelated disciplines, extremely limited in development in the pediatric realm, hold great promise to change the trajectory of pediatric care around the world. MI3 aims to foster robust developments in artificial intelligence methodologies, as well as innovative advances in emerging areas such as genomic medicine, regenerative medicine, robotics, nanotechnology and medical applications/devices. MI3 is dedicated to empowering data intelligence and medical innovation at CHOC, and driving innovation leadership in the international pediatrics community. Dedicated to ensuring children have access to the right care at the right time and place, CHOCs division of population health partners with primary and specialty care pediatricians to help them better coordinate care for patients and to improve outcomes. New tools, including evidence-based guidelines and disease-specific patient registries, and enhanced technology reduce variations in care, improving quality. In a pilot program focused on children with asthma, CHOC demonstrated a year-over-year reduction in emergency department visits 18 percent for patients in its largest primary care practice. An advocate for children and families, CHOC is addressing the lack of pediatric mental health services in the region with the creation of a comprehensive model of care. The Cherese Mari Laulhere Mental Health Inpatient Center, providing a safe, nurturing environment for children ages 3 to 18 and specialty programming for children younger than 12, opened in 2018. In addition to inpatient services, CHOC offers outpatient behavioral services and leads a county-wide task force focused on ensuring every child and adult in Orange County who need mental health treatment receive high quality services without stigma or barriers to access. CHOCs mental health system of care strives to be a national model, benefitting children across the United States. The Thompson Autism Center at CHOC opened in early 2020, expanding the regions capacity to serve the increasing number of children with autism spectrum disorder (ASD) and related neurodevelopmental conditions. Distinguishing the Center is its focus on three clinical care areas of highest need: o Early assessment to diagnose ASD, develop care plans and provide comprehensive services for at-risk children ages 1 to 6. o Multi-tiered intensive behavioral intervention consultation program for: o Children who are making insufficient progress in their current behavior treatment program, through partnerships with current provider agencies; o Children ages 4 to 12 who have difficulty with toilet training o Children who communicate through challenging behaviors such as moderate levels of aggression and severe self-injury, resulting in physical, emotional and social impacts on them, their parents and siblings. o Comprehensive, interdisciplinary clinical care for children with common co-occurring conditions including epilepsy, sleep disorders, gastrointestinal issues and common mental and behavioral health concerns. See our Community Benefit reports on our website at www.choc.org LINES 6 & 7A - ORGANIZATION MEMBER INFORMATION THE SOLE MEMBER OF CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC) IS CHILDREN'S HEALTHCARE OF CALIFORNIA (CHC). LINE 7B - ORGANIZATION MEMBER INFORMATION THE APPROVAL OF THE MEMBER SHALL BE REQUIRED WITH RESPECT TO ANY OF THE FOLLOWING ACTIONS: (1) CHANGING THE PURPOSES AND POWERS OF CHOC; (2) OBLIGATING CHOC TO UNDERTAKE ANY CAPITAL EXPENDITURE IN EXCESS OF $5,000,000; (3) ADOPTING CHOC'S ANNUAL OPERATING AND CAPITAL BUDGETS; (4) ADOPTING A LONG-TERM CAPITAL BUDGET; (5) BUYING, SELLING, LEASING, MORTGAGING, PLEDGING, OR OTHERWISE HYPOTHECATING ANY REAL PROPERTY; (6) INCURRING ANY INDEBTEDNESS IN EXCESS OF $5,000,000; (7) OBLIGATING CHOC TO ACT AS GUARANTOR WITH RESPECT TO ANY DEBT OF ANY PERSON OR OTHER ENTITY; (8) ACCEPTING ANY DONATION WHICH IS CONDITIONED UPON CHOC'S UNDERTAKING ANY UNBUDGETED CAPITAL EXPENDITURE IN EXCESS OF $5,000,000 OR ANY UNBUDGETED EXPENDITURE IN EXCESS OF $5,000,000; (9) ENTERING INTO ANY CONTRACT WHICH INVOLVES THE FOLLOWING: (A) ANY FINANCIAL OBLIGATION ON THE PART OF CHOC IN AN AMOUNT IN EXCESS OF $5,000,000 OR (B) ANY PURPOSE OR ACTIVITY WHICH IS OUTSIDE THE SCOPE OF CHOC'S ORDINARY COURSE OF BUSINESS. (10) INVOLVING CHOC IN ANY MERGER, ACQUISITION, CORPORATE RESTRUCTURING, OR FORMAL AFFILIATION; (11) INVOLVING CHOC AS A MEMBER, SHAREHOLDER, OR PARTNER IN ANY NEW CORPORATION, PARTNERSHIP, OR OTHER LEGAL ENTITY; (12) DISSOLVING CHOC; (13) ENTERING INTO ANY TRANSACTION INVOLVING THE SALE, CONVEYANCE,CHOC'S ASSETS; (14) AMENDING CHOC'S ARTICLES OF INCORPORATION; (15) ADOPTING NEW BYLAWS OR AMENDING EXISTING BYLAWS. FORM 990, PART VI, SECTION B LINE 11b - REVIEW OF FORM 990: PRIOR TO FILING, THE TAX RETURN AND RELATED SCHEDULES ARE PROVIDED TO THE CHOC EXECUTIVE COMPENSATION COMMITTEE, AN EMPOWERED BOARD COMMITTEE DELEGATED WITH THIS AUTHORITY. THE CHIEF FINANCIAL OFFICER REVIEWS THE REPORT WITH THE COMMITTEE PRIOR TO FILING THE FINAL RETURN. PRIOR TO THE FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE, A COMPLETE COPY OF THE FINAL FORM 990 IS ALSO SENT ELECTRONICALLY TO ALL BOARD MEMBERS VIA DIRECTOR'S DESK, A SECURE WEB SITE THAT PROVIDES A CONFIDENTIAL AND SECURE ACCESS FOR ALL BOARD MATERIALS TO OUR BOARD MEMBERS. LINE 12C - CONFLICT OF INTEREST COMPLIANCE: THE CHIEF COMPLIANCE OFFICER IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICT OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN AN INDIVIDUAL BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND UNDERSTANDS SAID POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICT OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE COMPLIANCE OFFICER AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES BUT IS NOT LIMITED TO THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD OF DIRECTORS; (2)THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM ANY DISCUSSION OR APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE iNVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. LINE 15 - COMPENSATION DETERMINATION: An independent Board Committee of THE ORGANIZATION charged with the duties of the compensation committee, whose members are disinterested and independent, is in place with a written compensation committee charter. This Committee annually retains an independent healthcare compensation firm to provide relevant comparability data and other compensation studies. The CEO, officers and executive management salaries and incentives, as well as overall compensation philosophy and policies, are discussed with the independent consultant representatives and the compensation committee members, in person, in closed sessions with no staff members present. This review was last performed in October of this year. All comparative salary data, such as annual compensation survey comprising of a peer group of comparably-sized pediatric hospitals, is well documented and there are minutes from these meetings that document the members present and voting, the comparative data used and how it was obtained and the deliberations and decisions of the committee. The results and recommendations from the committee are shared in an executive session with the Board of Directors. FORM 990, PART VI, SECTION C line 19 - disclosure policy FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY BE MADE AVAILABLE FOR PUBLIC INSPECTION. FORM 990 AND THE COPY OF AUDITED FINANCIAL STATEMENTS ATTACHED TO IT ARE MADE AVAILABLE UPON REQUEST. RECONCILIATION OF NET ASSETS Change in Beneficial Interest in CHOC Foundation $ (2,324,280) ------------- $ (2,324,280) FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL SERVICES TOTAL FEES:33505682 FORM 990 PART IX LINE 11G DESCRIPTION:MISC PURCHASED SERVICES TOTAL FEES:31929311 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:17536538 FORM 990 PART IX LINE 11G DESCRIPTION:SECURITY SERVICES TOTAL FEES:2192444 FORM 990 PART IX LINE 11G DESCRIPTION:COLLECTION AGENCY FEES TOTAL FEES:1286442 FORM 990 PART IX LINE 11G DESCRIPTION:JANITORIAL SERVICES TOTAL FEES:61183 FORM 990 PART IX LINE 11G DESCRIPTION:COURIER SERVICES TOTAL FEES:4198 CHILDREN'S HEALTHCARE OF CALIFORNIA(CHC) 1201 West La Veta Avenue ORANGE CA 92868 330265266 HEALTH CARE CA 501(c)(3) 7 NA false Children's Hospital at Mission 1201 West La Veta Avenue ORANGE CA 92868 330528802 HEALTH CARE CA 501(c)(3) 3 CHC false CHOC FOUNDATION 1201 West La veta avenue ORANGE CA 92868 956097416 Fund Raising CA 501(c)(3) 7 CHC false CRC REAL ESTATE CORPORATION 1201 West la veta avenue ORANGE CA 92868 330612565 REAL ESTATE CA 501(c)(3) 11 CHC false ORANGE COUNTY MEDICAL RECIPROCAL INS CO 2999 North 4th Street Suite 250 phoenix AZ 85108 201620666 insurance AZ na c corp 216512 3028651 0.50000 true false true true false true false false false false true true false true false false false false false true ORANGE COUNTY MEDICAL RECIPROCAL INS CO m 688596 PER AGREEMENT PART V, LINE 2, COLUMN(C) OCMRRG PROVIDES MEDICAL PROFESSIONAL LIABILITY AND GENERAL LIABILITY COVERAGE OF UP TO $250,000 PER CLAIM ON A CLAIMS-MADE BASIS TO CHOC medical foundation.