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HOAG MEMORIAL HOSPITAL PRESBYTERIAN: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 95-1643327)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201841349349310819
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T20:30:06-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVENUE SUITE 1700AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951643327EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOAG MEMORIAL HOSPITAL PRESBYTERIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ANDREW GUARNIInCareOfNm
Business Name ControlHOAGBusinessNameControlTxt
Phone9497644624PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE HOAG DRIVE BOX 6100AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926586100ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW GUARNIPersonNm
Person TitleSVP & CFOPersonTitleTxt
Phone9497644624PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARA ADAMSPreparerPersonNm
PTINP00023315PTIN
Phone9497942300PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT BRAITHWAITEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE HOAG DRIVE BOX 6100AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926586100ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,416,096,566GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HOAG.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1944FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOUR 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 Body15VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee5803TotalEmployeeCnt
Total Volunteers1950TotalVolunteersCnt
Total Gross UBI$1,423,693TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,394,811NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,591,681PYContributionsGrantsAmt
CY Contributions Grants$19,175,045CYContributionsGrantsAmt
PY Program Service Revenue$952,653,970PYProgramServiceRevenueAmt
CY Program Service Revenue$999,360,615CYProgramServiceRevenueAmt
PY Investment Income$13,513,247PYInvestmentIncomeAmt
CY Investment Income$30,172,529CYInvestmentIncomeAmt
PY Other Revenue$26,927,394PYOtherRevenueAmt
CY Other Revenue$29,454,655CYOtherRevenueAmt
PY Total Revenue$1,006,686,292PYTotalRevenueAmt
CY Total Revenue$1,078,162,844CYTotalRevenueAmt
PY Grants And Similar Paid$7,814,676PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,988,691CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$392,492,109PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$415,826,220CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$478,693,408PYOtherExpensesAmt
CY Other Expenses$514,405,249CYOtherExpensesAmt
PY Total Expenses$879,000,193PYTotalExpensesAmt
CY Total Expenses$939,220,160CYTotalExpensesAmt
PY Revenues Less Expenses$127,686,099PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$138,942,684CYRevenuesLessExpensesAmt
Total Assets BOY$2,763,362,267TotalAssetsBOYAmt
Total Assets EOY$2,955,434,599TotalAssetsEOYAmt
Total Liabilities BOY$797,041,932TotalLiabilitiesBOYAmt
Total Liabilities EOY$804,018,050TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,966,320,335NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,151,416,549NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$579,452,455ExpenseAmt
Grant$9,137,303GrantAmt
Revenue$1,039,400,594RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$579,452,455TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document680IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5803EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANDREW GUARNIPersonNm
Phone9497644448PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE HOAG DRIVE PO BO 6100AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92663ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
KAREN LINDEN
CHAIR/BOARD MEMBER HHF5.02.0Yes (X)Yes (X)$0$0$0
MILES CHANG MD
BOARD MEMBER2.00.0Yes (X)$0$0$0
RAYMOND RICCI MD
SECRETARY4.00.0Yes (X)Yes (X)$0$0$0
DENNIS J GILMORE
BOARD MEMBER2.00.0Yes (X)$0$0$0
RODNEY HOCHMAN MD
BOARD MEMBER2.00.0Yes (X)$0$0$0
JOEL KATZ MD
BOARD MEMBER2.00.0Yes (X)$0$0$0
JAMES SHEPHERDSON
BOARD MEMBER2.00.0Yes (X)$0$0$0
DANIEL YOUNG
BOARD MEMBER2.00.0Yes (X)$0$0$0
JEFFREY H MARGOLIS
BOARD MEMBER2.00.0Yes (X)$0$0$0
MICHAEL D STEPHENS
BOARD MEMBER2.00.0Yes (X)$0$0$0
GEORGE H WOOD
CHAIR-ELECT4.00.0Yes (X)Yes (X)$0$0$0
GARY S MCKITTERICK
PAST CHAIR/BOARD MEMBER HHF2.00.0Yes (X)$0$0$0
PAMELA MASSEY
BOARD MEMBER2.00.0Yes (X)$0$0$0
CINDY STOKKE
BOARD MEMBER2.05.0Yes (X)$0$0$0
ROBERT EVANS
BOARD MEMBER2.00.0Yes (X)$0$0$0
ANDREW GUARNI
SVP & CFO50.02.0Yes (X)$521,847$0$43,637
ROBERT BRAITHWAITE
CEO-HOAG, REG VP-S CA REGION50.04.0Yes (X)$282,941$1,231,116$45,776
PATRICK ANDERSON
SVP & CIO50.03.0$477,978$0$0Yes (X)
SANFORD SMITH
SVP REAL ESTATE & FACILITIES50.00.0$542,308$0$65,859Yes (X)
CYNTHIA PERAZZO
SVP STRATEGIC & BUSINESS DVPMT50.02.0$515,976$0$40,712Yes (X)
FLYNN ANDRIZZI
SVP/PRES. HHF/BOARD MEMBER HCS2.052.0$559,182$0$45,741Yes (X)
MICHAEL RICKS
Executive VP/COO50.00.0$715,828$0$53,046Yes (X)
KRIS V IYER MD
VP SR & CAO HMTS/BD CHAIR HMTS3.050.0$532,616$0$38,233Yes (X)
JAN BLUE
SVP HUMAN RESOURCES50.00.0$479,948$0$40,554Yes (X)
RICHARD MARTIN
SVP & CHIEF NURSING OFFICER50.00.0$621,843$0$62,541Yes (X)
PINKIE NOLAN
VP ENTERPRISE PMO50.00.0$357,622$0$36,891Yes (X)
GWYN PARRY
DIRECTOR OF COMMUNITY MEDICINE50.00.0$337,962$0$28,294Yes (X)
MICHAEL BRANDT-ZAWADZKI
EXECUTIVE MEDICAL DIRECTOR50.00.0$598,771$0$40,207Yes (X)
DORI HOLNAGEL
VP CLINICAL INSTITUTES50.00.0$438,151$0$26,843Yes (X)
ALLYSON BROOKS
EXEC DIR MED WOMENS HEALTH50.00.0$504,089$0$43,798Yes (X)
RICHARD AFABLE MD
FMR PRES,CEO,BM/BM HHF/SJH EVP0.052.0$0$2,659,428$247,980Yes (X)
JACK COX
FORMER SVP/CHIEF QUALITY OFCR0.050.0$0$776,839$27,425Yes (X)
JENNIFER MITZNER
FORMER SVP, CFO S CA REGION0.050.0$0$841,038$38,686Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,487,062TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$5,508,421TotReportableCompRltdOrgAmt
Total Other Compensation$926,223TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K841IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NEWPORT CRITICAL CARE
17 EMERALD TERRACEALISO VIEJOCA92656MEDICAL SERVICES$6,326,571
PACIFIC HOSPITALISTS ASSOCIATES
510 SUPERIOR AVE SUITE 290NEWPORT BEACHCA92663MEDICAL SERVICES$6,152,290
ALLSCRIPTS
8529 SIX FORKS ROADRALEIGHNC27615SOFTWARE SYSTEMS$4,569,171
EMERALD TEXTILES
1725 DORNOCH COURT SUITE 101SAN DIEGOCA92154TEXTILE RENTAL$2,723,090
RENOVO SOLUTIONS
4 EXECUTIVE CIRCLE SUITE 185IRVINECA92614BIOMEDICAL SERVICES$2,324,564
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K110CntrctRcvdGreaterThan100KCnt
Fundraising$0FundraisingAmt
Related Organizations$19,034,510RelatedOrganizationsAmt
All Other Contributions$140,535AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$19,175,045TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PATIENT SERVICES622110$852,936,646$852,936,646$0$0
HMO CAPITATED PAYMENTS622110$91,953,612$91,953,612$0$0
MOB RENTAL INCOME531190$30,725,751$30,725,751$0$0
CAFETERIA SALES722212$4,278,201$4,278,201$0$0
QUALITY ASSURANCE FEE REVENUE900099$9,730,432$9,730,432$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,735,973TotalRevenueColumnAmt
Related Or Exempt Func Income$9,735,973RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$999,360,615TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,298,682TotalRevenueColumnAmt
Exclusion$19,298,682ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,361TotalRevenueColumnAmt
Exclusion$81,361ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$348,710,807SecuritiesAmt
Other$96,762OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$337,895,085SecuritiesAmt
Other$38,637OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,815,722SecuritiesAmt
Other$58,125OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,873,847TotalRevenueColumnAmt
Exclusion$10,873,847ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
INCOME/LOSS FROM PARTNERSHIPS525990$15,841,434$18,483,423-$2,641,989$0
MISC HOI SERVICES561110$10,892,519$7,229,826$3,662,693$0
CHILD CARE PROGRAM624410$1,861,458$0$0$1,861,458

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$777,883TotalRevenueColumnAmt
Related Or Exempt Func Income$374,894RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$402,989UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$29,373,294OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,078,162,844TotalRevenueColumnAmt
Related Or Exempt Func Income$1,025,448,758RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,423,693UnrelatedBusinessRevenueAmt
Exclusion$32,115,348ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,988,691TotalAmt
Program Services$8,988,691ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,813,927TotalAmt
Program Services$383,719ProgramServicesAmt
Management And General$5,430,208ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$331,970,111TotalAmt
Program Services$223,808,994ProgramServicesAmt
Management And General$108,161,117ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$15,983,376TotalAmt
Program Services$3,914,758ProgramServicesAmt
Management And General$12,068,618ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,481,961TotalAmt
Program Services$20,253,693ProgramServicesAmt
Management And General$18,228,268ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,576,845TotalAmt
Program Services$16,096,948ProgramServicesAmt
Management And General$7,479,897ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,074,266TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,074,266ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$263,942TotalAmt
Program Services$0ProgramServicesAmt
Management And General$263,942ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$30,490TotalAmt
Program Services$30,490ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,142,949TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,142,949ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$135,090,860TotalAmt
Program Services$66,947,035ProgramServicesAmt
Management And General$68,143,825ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,040,486TotalAmt
Program Services$19,661ProgramServicesAmt
Management And General$3,020,825ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,329,517TotalAmt
Program Services$2,258,554ProgramServicesAmt
Management And General$9,070,963ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,116,021TotalAmt
Program Services$392,383ProgramServicesAmt
Management And General$9,723,638ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$47,107,342TotalAmt
Program Services$24,143,091ProgramServicesAmt
Management And General$22,964,251ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$257,286TotalAmt
Program Services$60,439ProgramServicesAmt
Management And General$196,847ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$716,452TotalAmt
Program Services$240,071ProgramServicesAmt
Management And General$476,381ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,926,252TotalAmt
Program Services$20,717,349ProgramServicesAmt
Management And General$208,903ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$86,247,896TotalAmt
Program Services$25,478,615ProgramServicesAmt
Management And General$60,769,281ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,053,521TotalAmt
Program Services$4,070,754ProgramServicesAmt
Management And General$982,767ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$131,364,125$128,836,305$2,527,820$0
CA QUALITY ASSURANCE FEE$28,449,570$28,449,570$0$0
LICENSES AND TAXES$5,038,875$369,046$4,669,829$0
DUES AND SUBSCRIPTIONS$4,810,424$512,534$4,297,890$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,344,975TotalAmt
Program Services$3,479,755ProgramServicesAmt
Management And General$15,865,220ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$939,220,160TotalAmt
Program Services$579,452,455ProgramServicesAmt
Management And General$359,767,705ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$95,301,269BOYAmt
EOY$103,448,988EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$232,481,318BOYAmt
EOY$106,321,751EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$82,231,323BOYAmt
EOY$82,743,073EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$7,263,043BOYAmt
EOY$6,237,782EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,036,122BOYAmt
EOY$3,719,948EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,360,481BOYAmt
EOY$12,496,387EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,702,590,874LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$787,143,154LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$923,447,550BOYAmt
EOY$915,447,720EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$350,588,844BOYAmt
EOY$485,490,021EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$866,937,787BOYAmt
EOY$1,037,501,655EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$65,724,531BOYAmt
EOY$95,918,081EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,304,323BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$121,685,676BOYAmt
EOY$106,109,193EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,763,362,267BOYAmt
EOY$2,955,434,599EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$116,797,014BOYAmt
EOY$132,026,031EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$291,323BOYAmt
EOY$3,739,756EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$679,953,595BOYAmt
EOY$668,252,263EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$797,041,932BOYAmt
EOY$804,018,050EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,966,278,210BOYAmt
EOY$2,151,285,120EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,125BOYAmt
EOY$131,429EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,966,320,335BOYAmt
EOY$2,151,416,549EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,763,362,267BOYAmt
EOY$2,955,434,599EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$138,942,684ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$102,725,621NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$56,572,091OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Media Advertisements$0MediaAdvertisementsAmt
Mailings MembersfalseMailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Publications Or Broadcast$0PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Direct Contact Legislators$0DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Rallies Demonstrations$0RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$30,490OtherActivitiesAmt
Total Lobbying Expenditures$30,490TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FFormAndLineReferenceDesc
ExplanationLOBBYING ACTIVITIES DURING THE YEAR, ST. JOSEPH HEALTH SYSTEM CONDUCTED ADVOCACY EFFORTS WHICH INCLUDED SOME LOBBYING ACTIVITIES. THESE ACTIVITIES INCLUDED MEETING WITH LOCAL, STATE AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS, AS WELL AS COMMUNICATION TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. THE LOBBYING EXPENDITURES REPORTED REPRESENTS THE PORTION OF DUES ALLOCATED TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$135,212,918BeginningYearBalanceAmt
Contributions$1,201,607ContributionsAmt
Investment Earnings Or Losses-$2,598,457InvestmentEarningsOrLossesAmt
Other Expenditures$9,525,093OtherExpendituresAmt
End Year Balance$124,290,975EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$133,533,623BeginningYearBalanceAmt
Contributions$17,412,921ContributionsAmt
Investment Earnings Or Losses$3,480,058InvestmentEarningsOrLossesAmt
Other Expenditures$19,213,684OtherExpendituresAmt
End Year Balance$135,212,918EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$124,062,748BeginningYearBalanceAmt
Contributions$4,178,547ContributionsAmt
Investment Earnings Or Losses$12,817,040InvestmentEarningsOrLossesAmt
Other Expenditures$7,524,712OtherExpendituresAmt
End Year Balance$133,533,623EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$116,691,866BeginningYearBalanceAmt
Contributions$2,165,921ContributionsAmt
Investment Earnings Or Losses$12,524,800InvestmentEarningsOrLossesAmt
Other Expenditures$7,319,839OtherExpendituresAmt
End Year Balance$124,062,748EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.40000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.55000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,713,837OtherCostOrOtherBasisAmt
Book Value$85,713,837BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$958,401,676OtherCostOrOtherBasisAmt
Depreciation$357,321,591DepreciationAmt
Book Value$601,080,085BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$124,278,232OtherCostOrOtherBasisAmt
Depreciation$54,086,307DepreciationAmt
Book Value$70,191,925BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$472,729,386OtherCostOrOtherBasisAmt
Depreciation$375,735,256DepreciationAmt
Book Value$96,994,130BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$61,467,743OtherCostOrOtherBasisAmt
Book Value$61,467,743BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$915,447,720TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUNDS$411,512,824F
EQUITY COMMINGLED FUNDS$410,046,774F
PRIVATE EQUITY$113,545,388F
REAL ASSETS$102,396,669F
FieldValueIRS element (for citing)
Total Book Value Securities$1,037,501,655TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
INTERCO WITH HEALTH SYSTEM-BONDS$518,797,182
CAPITALIZED LEASES$48,851,102
SELF INSURANCE LIABILITIES$35,137,771
CAPITATED CONTRACTS$12,527,985
LEASE INCENTIVE OBLIGATIONS-IRVINE$11,745,785
NOTE PAYABLE HHC-ISC TI LOAN$10,792,186
ACCRUED INCOME GUARANTEES$3,619,435
CLINICAL TRIAL/RESEARCH$2,695,182
CHARITY ACCRUAL - ATTORNEY GENERAL$1,902,142
MISC OTHER LIABILITIES$22,183,493
FieldValueIRS element (for citing)
Total Liability$668,252,263TotalLiabilityAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$515,785,652
East Asia and the PacificInvestments$23,036
Europe (Including Iceland and Greenland)Investments$11,390,946
North AmericaInvestments$19,441,719
FieldValueIRS element (for citing)
Subtotal Spent$546,641,353SubtotalSpentAmt
Total Spent$546,641,353TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 3, COLUMN FFormAndLineReferenceDesc
ExplanationACCOUNTING 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 JUNE 30, 2017.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,376,090TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$4,376,090NetCommunityBenefitExpnsAmt
Total Expense0.00470TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$73,079,897TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$39,293,397DirectOffsettingRevenueAmt
Net Community Benefit Expns$33,358,645NetCommunityBenefitExpnsAmt
Total Expense0.03550TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$119,379TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$9,849DirectOffsettingRevenueAmt
Net Community Benefit Expns$109,530NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$77,575,366TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$39,303,246DirectOffsettingRevenueAmt
Net Community Benefit Expns$37,844,265NetCommunityBenefitExpnsAmt
Total Expense0.04030TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,916,096TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,916,096NetCommunityBenefitExpnsAmt
Total Expense0.00310TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$228,255TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$228,255NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$317,950TotalCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$9,505,415TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$9,505,415NetCommunityBenefitExpnsAmt
Total Expense0.01010TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$12,967,716TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$12,649,766NetCommunityBenefitExpnsAmt
Total Expense0.01370TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$90,543,082TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$39,303,246DirectOffsettingRevenueAmt
Net Community Benefit Expns$50,494,031NetCommunityBenefitExpnsAmt
Total Expense0.05400TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$9,900TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$9,900NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$9,900TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$9,900NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$14,787,749BadDebtExpenseAmt
Reimbursed By Medicare$171,985,073ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$250,465,030CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$78,479,957MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyfalseWrittenDebtCollectionPolicyInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (8 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
Hoag Ortho Inst
Specialty Hospital0.510.49
Main St Spec Surgery
Outpatient Surgery Center0.42360.1695
Hoag Outpatient cntr
OUTPATIENT SURGERY CENTER0.73790.2621
NWPT BCH RADIOSRGRY
Surgery Center0.50.5
NWPT SURGICAL PRTNS
Surgery Center0.68790.3121
NWPT BCH ENDOSCOPY
ENDOSCOPY CENTER0.73790.2621
NWPT BAY SURGERY CTR
SURGERY CENTER0.60460.3954
COASTAL ASC JV
JV MGMT CO0.87830.1217
FieldValueIRS element (for citing)
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndCritical Access HospitalCriticalAccessHospitalIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCdOtherOtherDesc
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1ONE HOAG DRIVE BOX 6100NEWPORT BEACHCA92658WWW.HOAG.ORGC0194920Yes (X)Yes (X)Yes (X)Yes (X)A
HOAG ORTHOPEDIC INSTITUTE
216520 SAND CANYON AVENUEIRVINECA92618http://orthopedichospital.com/200835010044Yes (X)AORTHOPEDIC HOSPITAL

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility12FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted16CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART V, SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt17ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE PART V, SECTION CStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Other MethodYes (X)OtherMethodInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART V, SECTION CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART V, SECTION CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE SECTION CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, LINE 5INPUT 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. INTERVIEWS THIRTY-ONE (31) INTERVIEWS WERE COMPLETED IN DECEMBER 2016 AND JANUARY 2017. FOR THE INTERVIEWS, COMMUNITY STAKEHOLDERS IDENTIFIED BY HOAG HOSPITAL WERE CONTACTED AND ASKED TO PARTICIPATE IN THE NEEDS ASSESSMENT. INTERVIEWEES INCLUDED INDIVIDUALS WHO ARE LEADERS AND REPRESENTATIVES OF MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, OR LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES THAT HAVE CURRENT DATA OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY. INPUT WAS OBTAINED FROM ORANGE COUNTY HEALTH CARE AGENCY PUBLIC HEALTH OFFICIALS. AT THE BEGINNING OF EACH INTERVIEW, THE PURPOSE OF THE INTERVIEW IN THE CONTEXT OF THE ASSESSMENT WAS EXPLAINED, THE STAKEHOLDERS WERE ASSURED THEIR RESPONSES WOULD REMAIN CONFIDENTIAL, AND CONSENT TO PROCEED WAS GIVEN. FOCUS GROUPS THREE FOCUS GROUPS WERE CONDUCTED IN JANUARY AND FEBRUARY 2017 THAT ENGAGED 50 PERSONS. THE FOCUS GROUP MEETINGS WERE HOSTED BY TRUSTED COMMUNITY ORGANIZATIONS. AN AGENCY CONTACT WAS AVAILABLE TO ANSWER ANY QUESTIONS AT EACH FOCUS GROUP. AT THE BEGINNING OF EACH FOCUS GROUP, THE PURPOSE OF THE FOCUS GROUP AND THE COMMUNITY ASSESSMENT WERE EXPLAINED, THE PARTICIPANTS WERE ASSURED THEIR RESPONSES WOULD NOT BE ATTRIBUTED TO THEM AS RESPONSES WOULD BE AGGREGATED. THE FOCUS GROUP DISCUSSIONS WERE VOICE RECORDED FOR EASE OF DOCUMENTING THE DISCUSSION. BEFORE BEGINNING THE DISCUSSION, THE FACILITATOR ASKED FOR ORAL CONSENT FROM EACH OF THE PARTICIPANTS THAT THEY WISHED TO PARTICIPATE IN THE FOCUS GROUP AND AGREED TO BE VOICE RECORDED. INITIALLY, SIGNIFICANT HEALTH NEEDS WERE IDENTIFIED THROUGH A REVIEW OF THE SECONDARY HEALTH DATA COLLECTED AND ANALYZED PRIOR TO THE INTERVIEWS AND FOCUS GROUPS. THESE DATA WERE THEN USED TO HELP GUIDE THE INTERVIEWS AND FOCUS GROUPS. THE NEEDS ASSESSMENT INTERVIEWS AND FOCUS GROUPS WERE STRUCTURED TO OBTAIN GREATER DEPTH AND RICHNESS OF INFORMATION AND BUILD ON THE SECONDARY DATA REVIEW. DURING THE DATA COLLECTION, PARTICIPANTS WERE ASKED TO IDENTIFY THE MAJOR HEALTH ISSUES IN THE COMMUNITY, AND SOCIOECONOMIC, BEHAVIORAL, ENVIRONMENTAL OR CLINICAL FACTORS CONTRIBUTING TO POOR HEALTH. THEY WERE ASKED TO SHARE THEIR PERSPECTIVES ON THE ISSUES, CHALLENGES AND BARRIERS RELATIVE TO THE SIGNIFICANT HEALTH NEEDS, AND IDENTIFY POTENTIAL RESOURCES TO ADDRESS THESE HEALTH NEEDS, SUCH AS SERVICES, PROGRAMS AND/OR COMMUNITY EFFORTS. THE INTERVIEWS AND FOCUS GROUPS FOCUSED ON THESE SIGNIFICANT HEALTH NEEDS: - ACCESS TO HEALTH CARE - ASTHMA - CANCER - CARDIOVASCULAR DISEASE - MENTAL HEALTH - OVERWEIGHT AND OBESITY - PREVENTIVE PRACTICES - SUBSTANCE ABUSE
SCHEDULE H, PART V, SECTION B, LINE 6AHOAG MEMORIAL HOSPITAL PRESBYTERIAN AND HOAG ORTHOPEDIC INSTITUTE CONDUCTED A COMBINED CHNA.
SCHEDULE H, PART V, SECTION B, LINE 7AFACILITY 1 https://www.hoag.org/documents/Community-Benefit-Reports/Community-Health- Needs-Assessment-Hoag-2017.pdf FACILITY 2 https://www.hoag.org/documents/Community-Benefit-Reports/Community-Health- Needs-Assessment-Hoag-2017.pdf
SCHEDULE H, PART V, SECTION B, LINE 10AFACILITY 1 HTTP://WWW.HOAG.ORG/DOCUMENTS/COMMUNITY-BENEFIT-REPORTS/IMPLEMENTATION-STR ATEGY-HOAG-2015-2018.PDF FACILITY 2 HTTP://WWW.HOAG.ORG/DOCUMENTS/COMMUNITY-BENEFIT-REPORTS/IMPLEMENTATION-STR ATEGY-HOI-2015-2018.PDF
SCHEDULE H, PART V, SECTION B, LINE 11ON MAY 27, 2015, A TOTAL OF 37 COMMUNITY STAKEHOLDERS MET TO EVALUATE, DISCUSS AND PRIORITIZE HEALTH ISSUES FOR THE COMMUNITY, BASED ON FINDINGS OF THE 2015 PRC COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THIS GROUP INCLUDED BOTH HEALTH PROVIDERS AND REPRESENTATIVES OF VARIOUS COMMUNITY ORGANIZATIONS. PROFESSIONAL RESEARCH CONSULTANTS, INC. (PRC) BEGAN THE MEETING WITH A PRESENTATION OF KEY FINDINGS FROM THE CHNA, HIGHLIGHTING THE SIGNIFICANT HEALTH ISSUES IDENTIFIED FROM THE RESEARCH. FOLLOWING THE DATA REVIEW, PRC ANSWERED ANY QUESTIONS AND FACILITATED A GROUP DIALOGUE, ALLOWING PARTICIPANTS TO ADVOCATE FOR ANY OF THE HEALTH ISSUES DISCUSSED. PARTICIPANTS WERE THEN PROVIDED AN OVERVIEW OF THE PRIORITIZATION EXERCISE THAT FOLLOWED. IN ORDER TO ASSIGN PRIORITY TO THE IDENTIFIED HEALTH NEEDS (I.E., AREAS OF OPPORTUNITY), A WIRELESS AUDIENCE RESPONSE SYSTEM WAS USED IN WHICH EACH PARTICIPANT WAS ABLE TO REGISTER HIS/HER RATINGS USING A SMALL REMOTE KEYPAD. THE PARTICIPANTS WERE ASKED TO EVALUATE EACH HEALTH ISSUE ALONG TWO CRITERIA: - SCOPE & SEVERITY - THE FIRST RATING WAS TO GAUGE THE MAGNITUDE OF THE PROBLEM IN CONSIDERATION OF THE FOLLOWING: HOW MANY PEOPLE ARE AFFECTED? HOW DOES THE LOCAL COMMUNITY DATA COMPARE TO STATE OR NATIONAL LEVELS, OR HEALTHY PEOPLE 2020 TARGETS? TO WHAT DEGREE DOES EACH HEALTH ISSUE LEAD TO DEATH OR DISABILITY, IMPAIR QUALITY OF LIFE, OR IMPACT OTHER HEALTH ISSUES? RATINGS WERE ENTERED ON A SCALE OF 1 (NOT VERY PREVALENT AT ALL, WITH ONLY MINIMAL HEALTH CONSEQUENCES) TO 10 (EXTREMELY PREVALENT, WITH VERY SERIOUS HEALTH CONSEQUENCES). - ABILITY TO IMPACT - A SECOND RATING WAS DESIGNED TO MEASURE THE PERCEIVED LIKELIHOOD OF THE HOSPITAL HAVING A POSITIVE IMPACT ON EACH HEALTH ISSUE, GIVEN AVAILABLE RESOURCES, COMPETENCIES, SPHERES OF INFLUENCE, ETC. RATINGS WERE ENTERED ON A SCALE OF 1 (NO ABILITY TO IMPACT) TO 10 (GREAT ABILITY TO IMPACT). INDIVIDUALS' RATINGS FOR EACH CRITERIA WERE AVERAGED FOR EACH TESTED HEALTH ISSUE, AND THEN THESE COMPOSITE CRITERIA SCORES WERE AVERAGED TO PRODUCE AN OVERALL SCORE. THIS PROCESS YIELDED THE FOLLOWING PRIORITIZED LIST OF COMMUNITY HEALTH NEEDS: 1. MENTAL HEALTH 2. DIABETES 3. NUTRITION, PHYSICAL ACTIVITY & WEIGHT 4. HEART DISEASE & STROKE 5. ACCESS TO HEALTHCARE SERVICES 6. DEMENTIAS, INCLUDING ALZHEIMER'S DISEASE 7. CANCER 8. SUBSTANCE ABUSE 9. IMMUNIZATION & INFECTIOUS DISEASES 10. TOBACCO WHILE THE HOSPITALS WILL LIKELY NOT IMPLEMENT STRATEGIES FOR ALL OF THESE HEALTH ISSUES, THE RESULTS OF THIS PRIORITIZATION EXERCISE WILL BE USED TO INFORM THE DEVELOPMENT OF THE HOSPITALS' IMPLEMENTATION STRATEGIES TO ADDRESS THE TOP HEALTH NEEDS OF THE COMMUNITY IN THE COMING YEARS. THIS PROCESS YIELDED THE FOLLOWING PRIORITIES FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN TO ADDRESS IN IMPROVING THE HEALTH OF THE COMMUNITY: 1. ACCESS TO CARE FOR VULNERABLE POPULATIONS 2. CHRONIC DISEASE MANAGEMENT 3. MENTAL HEALTH 4. PREVENTATIVE HEALTH IN ACKNOWLEDGING THE WIDE RANGE OF PRIORITY HEALTH ISSUES THAT EMERGED FROM THE CHNA PROCESS, HOAG MEMORIAL HOSPITAL PRESBYTERIAN DETERMINED THAT IT COULD ONLY EFFECTIVELY FOCUS ON THOSE WHICH IT DEEMED MOST PRESSING, MOST UNDER-ADDRESSED, AND MOST WITHIN ITS ABILITY TO INFLUENCE. HEALTH PRIORITIES NOT CHOSEN FOR ACTION SUBSTANCE ABUSE: SUBSTANCE ABUSE TREATMENT FOR THE VULNERABLE POPULATION IS CURRENTLY BEING ADDRESSED ON A LIMITED SCALE BY THE CHEMICAL DEPENDENCY PROGRAM AT HOAG. IN 2016, HOAG PLANS TO EXPAND THE SERVICES TO INCLUDE ADOLESCENCE THROUGH THE ASPIRE PROGRAM. THIS INTENSIVE OUTPATIENT PROGRAM PROVIDES PSYCHOTHERAPY, PSYCHIATRY, AND SOCIALIZATION FOR CLIENTS WITH A HIGHER MENTAL HEALTH DISORDER ACUITY. FY2017 CHNA PRIORITY AREAS: ACCOMPLISHMENTS/OUTCOMES ACCESS TO CARE FOR VULNERABLE POPULATIONS - PROVIDED $1,701,321 IN FUNDING AND/OR IN KIND SUPPORT TO PRIMARY CARE CLINICS THAT SERVE PEDIATRICS THROUGH SENIORS. - Provided $2,000,000 in funding for COMMUNITY NON-PROFIT ORGANIZATIONS THAT REDUCES BARRIERS TO ACCESSING CARE. - PROVIDED $400,000 IN FUNDING AND/OR IN KIND SUPPORT FOR WOMENS HEALTH SPECIALTY SERVICES. CHRONIC DISEASE MANAGEMENT - PROVIDED $443,078 IN FUNDING AND/OR IN KIND SUPPORT FOR CHRONIC DISEASE MANAGEMENT EDUCATION AND SUPPORT GROUPS THROUGH COMMUNITY EDUCATION CLASSES. - PROVIDED $640,000 IN FUNDING AND/OR IN KIND SUPPORT TO CHOC FOUNDATION IN SUPPORT OF HOAGS PEDIATRIC SERVICES AT THE ALLEN DIABETES CENTER. MENTAL HEALTH - DURING FY 2017, THE PROGRAM EMPLOYED SEVEN FULL-TIME BILINGUAL MASTERS PREPARED SOCIAL WORKERS, 5 OF THE STAFF ARE LICENSED. THESE SOCIAL WORKERS PROVIDED MENTAL HEALTH SERVICES TO 802 CLIENTS IN THE FORM OF PSYCHOTHERAPY. RESOURCE BROKERING, AND/OR CASE MANAGEMENT WAS PROVIDED TO 179 INDIVIDUALS. IN ADDITION, THE PROGRAM OFFERED PSYCHOTHERAPEUTIC AND PSYCHO EDUCATIONAL GROUPS TO 2,709 PARTICIPANTS. - IN FY 2017, THE MENTAL HEALTH CENTER PROVIDED A SUPERVISED CLINICAL INTERNSHIP TRAINING PROGRAM FOR 9 MSW (MASTER OF SOCIAL WORK) STUDENTS. THE CENTER COLLABORATES WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA, CALIFORNIA STATE UNIVERSITY AT FULLERTON AND CALIFORNIA STATE UNIVERSITY AT LONG BEACH. EACH INTERN WAS PROVIDED WITH WEEKLY ONE HOUR LONG SUPERVISION AND ONE AND A HALF HOUR LONG GROUP SUPERVISION FOR A TOTAL OF 351 DIRECT CLINICAL SUPERVISION HOURS PROVIDED TO THE GROUP. - DURING FY 2017, THE MENTAL HEALTH CENTER ACQUIRED A PART TIME PSYCHIATRIST AND 313 CONSULTATION APPOINTMENTS WERE SCHEDULED DURING A 12 MONTH PERIOD. - PROVIDED $710,000 FUNDING AND/OR IN KIND SUPPORT TO COMMUNITY ORGANIZATIONS FOCUSED ON MENTAL HEALTH. PREVENTATIVE HEALTH - ADMINISTERED 8,312 FLU VACCINE DOSES TO FAITH MEMBERS AND THE COMMUNITY. WELCOMED 5 NEW CHURCHES INTO THE PROGRAM. - DONATED COUNTLESS VOLUNTEER RN HOURS AT THE LOCAL, NATIONAL AND INTERNATIONAL LEVEL. - TOUCHED THE LIVES OF MORE THAN 14,000 CONGREGANTS: - 14% SERVED THROUGH INDIVIDUAL CASE MANAGEMENT. - 42% RECEIVED GROUP CLINICAL SERVICES FLU VACCINES, BP SCREENINGS, BLOOD DRIVES. - 26% PARTICIPATED IN COMMUNITY HEALTH EDUCATION PROGRAMS - OTHER SERVICES INCLUDED HOME/HOSPITAL VISITS, PROGRAM PLANNING & VOLUNTEER COORDINATION. - ADMINISTERED 8,312 FLU VACCINE DOSES TO FAITH MEMBERS AND THE COMMUNITY. - SERVED 332 CONGREGANTS WITH SPIRITUALLY BASED AGING AND DEMENTIA CARE LECTURES. - TRAINED 143 PERSONS IN LIFE-SAVING CPR & AUTOMATED EXTERNAL DEFIBRILLATOR USAGE. NURSING OUTREACH - PROVIDED A FOUNDATIONS OF FAITH COMMUNITY NURSING COURSE; TRAINED AND COMMISSIONED 24 FCNS IN THE 36 HOUR COURSE AT HOAG AND ST MARYS IN APPLE VALLEY. - PROVIDED THE ANNUAL SPIRITUALITY CONFERENCE, 'THE POWER OF SPIRITUAL SUPPORT IN HEALTH AND HEALING,' ATTENDED BY 166 HEALTH CARE PROFESSIONALS, RELIGIOUS LEADERS AND CAREGIVERS. - HOSTED THE WESTBERG ON THE ROAD CONFERENCE FOR FAITH COMMUNITY NURSES. HOAG WAS THE FIRST NATIONAL SITE TO HOST THE REGIONAL MEETING, ATTENDED BY 72 FCNS. - PROVIDED $1,240,000 IN FUNDING AND/OR IN KIND SUPPORT TO Preventive health activities including but not limited to OBESITY PREVENTION, NUTRITION EDUCATION, AND PHYSICAL ACTIVITY PROGRAMS. - PROVIDED $3,000 IN FUNDING FOR COMMUNITY SMOKING CESSATION CLASSES HELD AT HOAG HOSPITAL. - PROJECT WIPEOUT WAS CREATED TO PROVIDE BEACH AND WATER SAFETY INFORMATION TO THE NEARBY BEACH COMMUNITIES AFTER SEEING AN INCREASED INCIDENCE OF SPINAL CORD INJURIES IN THE HOAG NEWPORT BEACH EMERGENCY DEPARTMENT. THE PROGRAM WAS DEVELOPED TO PROVIDE EDUCATION ON INJURY PREVENTION AND BEACH SAFETY FOR BOTH BEACH SAFETY SERVICE PROVIDERS AND FOR THE GENERAL PUBLIC. EDUCATION TOPICS RANGE FROM GENERAL WATER SAFETY TO BEACH SAFETY, AND INCLUDE RIP CURRENT SAFETY AND ESCAPE, MARINE ANIMAL BEHAVIOR AND SAFETY, BEST PRACTICES IN THE WATER, AND SUN PROTECTION. IN FY17, PROJECT WIPEOUT HOSTED THE ANNUAL LIFEGUARD CONFERENCE, WITH OVER 300 LIFEGUARDS AND FIRE PERSONNEL FROM ALL OVER ORANGE COUNTY, AND REPRESENTATIVES FROM AS FAR AS SAN DIEGO AND LOS ANGELES COUNTIES. IN ADDITION, IN FISCAL YEAR 2017 HMHP CONDUCTED A NEW COMMUNITY HEALTH NEEDS ASSESSMENT AND DEVELOPED A RELATED IMPLEMENTATION STRATEGY WHICH WERE ADOPTED JUNE 2, 2017 AND SEPTEMBER 2017, RESPECTIVELY. PRIORITIZED NEEDS FROM THE 2016 CHNA AND A DESCRIPTION OF HOW THEY ARE BEING ADDRESSED WILL BE PROVIDED WITH THE SCHEDULE H IN SUBSEQUENT TAX YEARS. HMHP'S 2013 AND 2016 CHNAS AND IMPLEMENTATION STRATEGIES MAY BE VIEWED ONLINE AT: https://www.hoag.org/about-hoag/community-benefit/
SCHEDULE H, PART V, SECTION B, LINE 13HHOAG 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 COUNCILORS, BY MAIL, AND BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER AT (949) 764-8400. ASSISTANCE PROGRAM (FAP) APPLICATION. APPLICATIONS CAN BE FOUND ON THE HOAG.ORG WEBSITE, VIA FINANCIAL COUNCILORS, BY MAIL, AND BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER AT (949) 764-8400.
SCHEDULE H, PART V, SECTION B, LINE 16AFINANCIAL ASSISTANCE POLICY FACILITY 1 https://www.hoag.org/documents/Financial-Assistance-Policy-06262017.pdf FACILITY 2 https://www.hoagorthopedicinstitute.com/documents/Financial-Assistance-Pol icy-Jan-2015.pdf
SCHEDULE H, PART V, SECTION B, LINE 16BFINANCIAL ASSISTANCE APPLICATION FACILITY 1 https://www.hoag.org/documents/Hoag-FAP-Application~-update-3-10-17.pdf FACILITY 2 https://www.hoagorthopedicinstitute.com/documents/Charity-Care-Application .pdf
SCHEDULE H, PART V, SECTION B, LINE 16CPLAIN 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/after-your-visit/fina ncial-assistance/
SCHEDULE H, PART V, SECTION B, LINE 16JTHE POLICY IS COMMUNICATED VIA OUR WEBSITE, ON THE BACK OF THE PATIENT STATEMENTS, IN THE LOBBY OF EACH FACILITY, AND VIA OUR FINANCIAL COUNSELORS.
FieldValueIRS element (for citing)
Facility6FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
MAIN ST SPECIALTY SURGERY CENTER
280 MAIN STREET 100ORANGECA92660OUTPATIENT SURGERY CENTER
ORTHOPEDIC SURGERY CENTER OF ORANGE CO
22 CORPORATE PLAZA DR SUITE 150NEWPORT BEACHCA92660OUTPATIENT ORTHOPEDIC SURGERY CENTER
NEWPORT BEACH RADIOSURGERY
1605 AVOCADO AVENUENEWPORT BEACHCA92660OUTPATIENT SURGERY CENTER
NEWPORT IMAGING CENTER
360 SAN MIGUELNEWPORT BEACHCA92660IMAGING CENTER
IRVINE ENDOSCOPY PARTNERS LLC
ONE HOAG DRIVENEWPORT BEACHCA92663OUTPATIENT SURGERY CENTER
IRVINE SURGICAL PARTNERS LLC
ONE HOAG DRIVENEWPORT BEACHCA92663OUTPATIENT SURGERY CENTER

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H, PART I, LINE 3CIN 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 6AHOAG MEMORIAL HOSPITAL PRESBYTERIAN PREPARES AN ANNUAL REPORT AND IT IS PUBLICLY AVAILABLE AT www.hoag.org/documents/Community-Benefit-Reports/Community-Benefit-Annual- Report-2017.pdf
SCHEDULE H, PART I, LINE 7A-ICOST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $919,361,704 AND $2,729,314,365, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OF APPROXIMATELY 32.3% 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 FTHE 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 7GNO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED.
SCHEDULE H, PART IICOMMUNITY BUILDING ACTIVITIES THE PRIMARY PURPOSE OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN'S (HOAG OR HOAG HOSPITAL) COMMUNITY BUILDING ACTIVITIES IS TO IMPROVE LOCAL HEALTH IN ORANGE COUNTY THROUGH A COLLABORATIVE PROCESS WITH OTHER NON-PROFIT ORGANIZATIONS AND HEALTH CARE DELIVERY SYSTEMS IN PROVIDING FUNDING OPPORTUNITIES FOR HEALTH RELATED COMMUNITY INITIATIVES. HOAG PARTICIPATES IN A VARIETY OF COMMUNITY BUILDING SUCH AS SUPPORTING COMMUNITY DISASTER READINESS ($9,900).
SCHEDULE H, PART III, LINE 2METHODOLOGY FOR CALCULATING BAD DEBT THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND TRENDS TO ESTIMATE THE APPROPRIATE BAD DEBT EXPENSE. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED PRIOR TO CALCULATING BAD DEBT EXPENSE. SCHEDULE H, PART III, LINE 4 FOOTNOTE FROM THE PROVIDENCE ST. JOSEPH HEALTH COMBINED FINANCIAL STATEMENTS FOR THE YEAR ENDED 12/31/2017 THE HEALTH SYSTEM PROVIDES FOR AN ALLOWANCE AGAINST PATIENT ACCOUNTS RECEIVABLE FOR AMOUNTS THAT COULD BECOME UNCOLLECTIBLE. THE HEALTH SYSTEM ESTIMATES THIS ALLOWANCE BASED ON THE AGING OF ACCOUNTS RECEIVABLE, HISTORICAL COLLECTION EXPERIENCE BY PAYOR, AND OTHER RELEVANT FACTORS. THERE ARE VARIOUS FACTORS THAT CAN IMPACT THE COLLECTION TRENDS, 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 COPAYMENTS TO BE MADE BY PATIENTS WITH INSURANCE COVERAGE AND BUSINESS PRACTICES RELATED TO COLLECTION EFFORTS. THESE FACTORS CONTINUOUSLY CHANGE AND CAN HAVE AN IMPACT ON COLLECTION TRENDS AND THE ESTIMATION PROCESS USED BY THE HEALTH SYSTEM. THE HEALTH SYSTEM RECORDS A PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICES ON THE BASIS OF PAST EXPERIENCE, WHICH HAS HISTORICALLY INDICATED THAT MANY PATIENTS ARE UNRESPONSIVE OR ARE OTHERWISE UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE.
SCHEDULE H, PART III, LINE 8TREATMENT OF MEDICARE SHORTFALL AS COMMUNITY BENEFIT THE ORGANIZATION DOES NOT TREAT THE SHORTFALL 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 TWENTY (120) 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 2NEEDS ASSESSMENT IN THE SPRING OF 2015, HOAG CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS TO IDENTIFY AND ADDRESS THE KEY HEALTH ISSUES OF OUR COMMUNITY. THIS ASSESSMENT WAS CONDUCTED BY PROFESSIONAL RESEARCH CONSULTANTS, INC. (PRC). TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS ALSO IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 151 COMMUNITY STAKEHOLDERS TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED BELOW: ONLINE KEY INFORMANT SURVEY PARTICIPATION KEY INFORMANT TYPE NUMBER INVITED NUMBER PARTICIPATING PHYSICIANS 11 6 PUBLIC HEALTH EXPERTS 16 7 OTHER HEALTH PROVIDERS 59 22 SOCIAL SERVICE PROVIDERS 157 82 BUSINESS & COMM. LEADERS 60 34 THROUGH THIS PROCESS, INPUT WAS GATHERED FROM SEVERAL INDIVIDUALS WHOSE ORGANIZATIONS WORK WITH LOW-INCOME, MINORITY POPULATIONS, OR OTHER MEDICALLY UNDERSERVED POPULATIONS. MINORITY POPULATIONS REPRESENTED: AFRICAN-AMERICANS, AMERICAN INDIAN/ALASKAN NATIVE, ASIANS, BLIND/LOW VISION, CAMBODIANS, CAUCASIANS, CHILDREN, CHILDREN OF PRISONERS, CHINESE, DISABLED, ELDERLY, ESL, FAMILIES, FILIPINOS, FOSTER CHILDREN, HARD-TO-REACH, HISPANICS, HOMELESS, IMMIGRANTS, IRANIANS, JAPANESE, JEWISH, KENYAN, KOREAN, LGBT, LOW-INCOME, MARSHALLESE, MEDICAL, MEDICARE, MENTALLY-IIL, MIDDLE CLASS, MIDDLE EASTERN, MULTIRACIAL, NON-ENGLISH-SPEAKING, OTHER ETHNIC DEMOGRAPHICS, PACIFIC ISLANDER, PERSIAN, POLITICAL REFUGEES, PREGNANT WOMEN, SOMALIAN, TEEN PARENTS, THE UNDERSERVED, THE UNDOCUMENTED, UNINSURED/UNDERINSURED, VETERANS, VICTIMS OF ABUSE, VIETNAMESE, WOMEN, AND YOUNG ADULTS. MEDICALLY UNDERSERVED POPULATIONS REPRESENTED: AFRICAN-AMERICANS, THOSE WITH ALZHEIMER'S/DEMENTIA, ASIANS, BLIND/LOW-VISION, CAMBODIANS, CAUCASIANS, CHILDREN, CHILDREN OF PRISONERS, DIABETICS, DISABLED, ELDERLY, ELIGIBLE PUBLIC PROGRAM RECIPIENTS, FAMILIES, FOSTER CHILDREN, HIGH-RISK FOR UNPROTECTED SEXUAL ACTIVITY, HISPANIC, HOMEBOUND, HOMELESS, IMMIGRANTS, KOREANS, LGBT, LOW EDUCATION LEVEL, LOW-INCOME, MEDICAID, MEDICAL, MEDICARE, MENTALLY ILL, MIDDLE EASTERN, MSI, NEWLY-INSURED, NON-ENGLISH-SPEAKING, NON-SENIORS (DON'T QUALIFY FOR SSD), PREGNANT WOMEN, SEVERE TRAUMATIC HISTORIES, SUBSTANCE ABUSERS, TEENAGERS, UNDOCUMENTED, UNEMPLOYED, UNINSURED/UNDERINSURED, VETERANS, "WORKING-POOR" FAMILIES, AND YOUNG ADULTS. A VARIETY OF EXISTING (SECONDARY) DATA SOURCES WAS CONSULTED TO COMPLEMENT THE RESEARCH QUALITY OF THIS COMMUNITY HEALTH NEEDS ASSESSMENT. DATA FOR THE SERVICE AREA WERE OBTAINED FROM THE FOLLOWING SOURCES: - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH - CENTERS FOR DISEASE CONTROL & PREVENTION - NATIONAL CENTER FOR HEALTH STATISTICS - STATE OF CALIFORNIA DEPARTMENT OF JUSTICE - US CENSUS BUREAU - US DEPARTMENT OF HEALTH AND HUMAN SERVICES - US DEPARTMENT OF JUSTICE, FEDERAL BUREAU OF INVESTIGATION NOTE THAT SECONDARY DATA REFLECT COUNTY-LEVEL DATA (ORANGE COUNTY). IN ADDITION, IN FISCAL YEAR 2017 HMHP CONDUCTED A NEW COMMUNITY HEALTH NEEDS ASSESSMENT AND DEVELOPED A RELATED IMPLEMENTATION STRATEGY WHICH WERE ADOPTED JUNE 2, 2017 AND SEPTEMBER 2017, RESPECTIVELY. PRIORITIZED NEEDS FROM THE 2016 CHNA AND A DESCRIPTION OF HOW THEY ARE BEING ADDRESSED WILL BE PROVIDED WITH THE SCHEDULE H IN SUBSEQUENT TAX YEARS. HMHP'S 2013 AND 2016 CHNAS AND IMPLEMENTATION STRATEGIES MAY BE VIEWED ONLINE AT: https://www.hoag.org/about-hoag/community-benefit/
SCHEDULE H, PART VI, LINE 3PATIENT 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 COUNCILOR OR BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER TO ANSWER ANY ADDRESS QUESTIONS REGARDING FINANCIAL ASSISTANCE OPTIONS.
SCHEDULE H, PART VI, LINE 4COMMUNITY INFORMATION HOAG'S COMMUNITY, AS DEFINED FOR THE PURPOSE OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, INCLUDED EACH OF THE 56 RESIDENTIAL ZIP CODES COMPRISING THE HOSPITAL'S SERVICE AREA. 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 1,874,329 PEOPLE. THE AGE DISTRIBUTION OF OUR POPULATION IS SIMILAR TO THAT OF A NATION AS A WHOLE, BUT OUR AREA IS RACIALLY AND ETHNICALLY MUCH MORE DIVERSE, WITH NON-HISPANIC WHITE RESIDENTS COMPRISING ONLY A NARROW MAJORITY OF RESIDENTS. THE MEDIAN HOUSEHOLD INCOME FOR THE SERVICE AREA IS $86,469. THIS IS HIGHER THAN THE MEDIAN INCOME FOR THE COUNTY, $75,998, AND STATE, $61,489. MEDIAN HOUSEHOLD INCOME HOAG SERVICE AREA $86,469 ORANGE COUNTY $75,998 CALIFORNIA $61,489 SOURCE: U.S. CENSUS BUREAU, AMERICAN COMMMUNITY SURVEY, 2010-2014, S1701. HTTP://FACTFINDER.CENSUS.GOV/ POVERTY POVERTY THRESHOLDS ARE USED FOR CALCULATING ALL OFFICIAL POVERTY POPULATION STATISTICS. THEY ARE UPDATED EACH YEAR BY THE CENSUS BUREAU. FOR 2014, THE FEDERAL POVERTY LEVEL (FPL) FOR ONE PERSON WAS AN ANNUAL INCOME OF $11,670 AND FOR A FAMILY OF FOUR WAS $23,850. AMONG AREA RESIDENTS, 12.5% ARE AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL (FPL) AND 28.8% ARE AT 200% OF FPL OR BELOW (LOW-INCOME). THESE POVERTY LEVELS ARE COMPARABLE WITH COUNTY LEVELS AND BELOW STATE AVERAGES. PARTS OF IRVINE, SANTA ANA AND GARDEN GROVE HAVE THE HIGHEST POVERTY RATES IN THE SERVICE AREA. BELOW 100% POVERTY BELOW 200% POVERTY HOAG SERVICE AREA 12.5% 28.8% ORANGE COUNTY 12.8% 29.9% CALIFORNIA 16.4% 36.4% SOURCE: U.S. CENSUS BUREAU, AMERICAN COMMMUNITY SURVEY, 2010-2014, S1701. HTTP://FACTFINDER.CENSUS.GOV/ FOR MORE DETAILS ON THIS INFORMATION, PLEASE REFER TO THE 2016 COMMUNITY BENEFIT REPORT AT: HTTPS://WWW.HOAG.ORG/DOCUMENTS/COMMUNITY-BENEFIT-REPORTS/2016-COMMUNITY-BE NEFIT-REPORT.PDF 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 - ORANGE - ST. JUDE MEDICAL CENTER - FULLERTON - UNIVERSITY OF CALIFORNIA IRVINE MEDICAL CENTER - ORANGE - WESTERN MEDICAL CENTER - SANTA ANA
SCHEDULE H, PART VI, LINE 5PROMOTION OF COMMUNITY HEALTH - COMMUNITY BENEFIT STAFF CONTINUOUSLY ASSESS THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NON PROFIT ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. - HOAG HOSPITAL AND SHARE OUR SELVES (SOS) CLINIC HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984 TO PROVIDE HEALTH CARE TO THE LOW INCOME, UNINSURED, AND UNDERINSURED INDIVIDUALS RESIDING IN THE COMMUNITY. THE SOS AND HOAG COLLABORATION INCLUDES MORE THAN 150 VOLUNTEER HEALTHCARE SPECIALISTS AVAILABLE TO PROVIDE CARE TO SOS PATIENTS BY PROVIDING DIAGNOSTIC TESTS, PROCEDURES, HOSPITALIZATIONS AND ER VISITS FOR SOS PATIENTS. IN ADDITION, SOS HAS ACQUIRED A PEDIATRIC CLINIC FROM THE CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC) AND IS CURRENTLY HOUSED AT HOAG'S CENTER FOR HEALTH LIVING. THIS CLINIC PRIMARILY SERVES THE LOW INCOME FAMILIES FROM THE COSTA MESA AND NEWPORT BEACH COMMUNITIES. - HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY RESOURCE CENTER (AFSC) 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 AFSC 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, AND IN-KIND SERVICES SUCH AS CONSULTATION IN NURSING AND COMPLIANCE-RELATED ISSUES TO THE CENTER. - HOAG'S MENTAL HEALTH CENTER (MHC) PROVIDES BICULTURAL SERVICES ON A SLIDING SCALE TO PEOPLE WHO OTHERWISE COULD NOT OBTAIN MENTAL HEALTH SERVICES. DURING FY2017, THE PROGRAM EMPLOYED SEVEN FULL-TIME BILINGUAL MASTERS PREPARED SOCIAL WORKERS, 5 OF THE STAFF ARE LICENSED. THESE SOCIAL WORKERS PROVIDED MENTAL HEALTH SERVICES TO 802 CLIENTS IN THE FORM OF PSYCHOTHERAPY. RESOURCE BROKERING, AND/OR CASE MANAGEMENT WAS PROVIDED TO 179 INDIVIDUALS. IN ADDITION, THE PROGRAM OFFERED PSYCHOTHERAPEUTIC, PSYCHO EDUCATIONAL GROUPS AND COMMUNITY PRESENTATIONS WHICH RESULTED IN 2,709 ENCOUNTERS. - THROUGH THE HOAG HEALTH MINISTRIES PROGRAM, THE FAITH COMMUNITY NURSE'S (FCN'S) ADMINISTERED 8,312 FLU VACCINE DOSES TO FAITH MEMBERS AND OTHER COMMUNITY MEMBERS. - HOAG HEALTH MINISTRIES ALSO PROVIDED A FOUNDATIONS OF FAITH COMMUNITY NURSING COURSE; TRAINED AND COMMISSIONED 24 FCNS IN THE 36 HOUR COURSE AT HOAG AND ST MARYS IN APPLE VALLEY. - PROVIDED THE ANNUAL SPIRITUALITY CONFERENCE, 'THE POWER OF SPIRITUAL SUPPORT IN HEALTH AND HEALING,' ATTENDED BY 166 HEALTH CARE PROFESSIONALS, RELIGIOUS LEADERS AND CAREGIVERS. ALSO HOSTED THE WESTBERG ON THE ROAD CONFERENCE FOR FAITH COMMUNITY NURSES. HOAG WAS THE FIRST NATIONAL SITE TO HOST THE REGIONAL MEETING, ATTENDED BY 72 FCNS. - 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 FY2017 AMOUNTED TO OVER $53 MILLION. - HOAG'S DEPARTMENT OF COMMUNITY HEALTH RECENTLY OPENED THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING (MHSCHL). IT PROVIDES SPACE TO LIKE-MINDED COMMUNITY AGENCIES WHICH SEEK TO IMPROVE THE QUALITY OF LIVES OF THOSE IN THE COMMUNITY. A KEY COMPONENT WHICH MAKES THE COLLABORATIVE UNIQUE IS OUR CENTRALIZED REGISTRATION AND CASE MANAGEMENT TEAM. THIS TEAM SCREENS ALL CLIENTS COMING INTO THE CENTER AND SEEKS TO IDENTIFY: SOCIOECONOMIC 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 CLIENTS' PROGRESSION THROUGH THE REFERRAL PROCESS. THIS MODEL FOR SERVICE DELIVERY HELPS BRIDGE GAPS BETWEEN COMMUNITY, CLIENTS AND AGENCIES, WHILE ALSO LEVERAGING RESOURCES AND THE FOSTERING COLLABORATION BETWEEN ORGANIZATIONS.
SCHEDULE H, PART VI, LINE 6AFFILIATED HEALTH CARE SYSTEM HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS A HEALING MINISTRY OF PROVIDENCE ST. JOSEPH HEALTH, A NEW ORGANIZATION CREATED BY PROVIDENCE HEALTH & SERVICES AND ST. JOSEPH HEALTH WITH THE GOAL OF IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. TOGETHER, OUR 111,000 CAREGIVERS (ALL EMPLOYEES) SERVE IN 50 HOSPITALS, 829 CLINICS AND A COMPREHENSIVE RANGE OF SERVICES ACROSS ALASKA, CALIFORNIA, MONTANA, NEW MEXICO, OREGON, TEXAS AND WASHINGTON. THE SYSTEM INCLUDES 50 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. ST. JOSEPH HEALTH IN 1912, A SMALL GROUP OF SISTERS OF ST. JOSEPH LANDED ON THE RUGGED SHORES OF EUREKA, CALIF., TO PROVIDE EDUCATION AND HEALTH CARE. THE MINISTRY LATER ESTABLISHED ROOTS IN ORANGE, CALIFORNIA, AND EXPANDED TO SERVE SOUTHERN CALIFORNIA, THE CALIFORNIA HIGH DESERT, NORTHERN CALIFORNIA AND TEXAS. THE HEALTH SYSTEM ESTABLISHED MANY KEY PARTNERSHIPS, INCLUDING A MERGER BETWEEN LUBBOCK METHODIST HOSPITAL SYSTEM AND ST. MARY HOSPITAL TO FORM COVENANT HEALTH IN LUBBOCK TEXAS. RECENTLY, AN AFFILIATION WAS ESTABLISHED WITH HOAG HEALTH TO INCREASE ACCESS TO SERVICES IN ORANGE COUNTY, CALIFORNIA. TO LEARN MORE ABOUT ST. JOSEPH HEALTH AND PROVIDENCE JOSEPH HEALTH GO TO HTTP://WWW.STJHS.ORG HTTP://WWW.PSJHEALTH.ORG/ABOUT-US
SCHEDULE H, PART VI, LINE 7STATE FILING OF COMMUNITY BENEFIT REPORT CALIFORNIA

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (85 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACACIA ADULT DAY SERVICES
11391 ACACIA PKWYGARDEN GROVECA92840953509323501(C)(3)$10,000CREATING OUTDOOR PROGRAM SPACE
ACADEMY OF INTERNATIONAL DANCE
2025 SOUTH MAIN STSANTA ANACA92707262657759501(C)(3)$10,000ACCESS TO HEALTH COVERAGE AND MENTAL Health Services
ACCESS CALIFORNIA SERVICES
631 SOUTH BROOKHURST STREETANAHEIMCA92804330826205501(C)(3)$55,000SENIOR TRANSPORTATION, OPERATIONS OF programs, Mobile Meals
ACCESSOC SOUTHERN CALIFORNIA
1505 EAST 17TH STREET SUITE 209SANTA ANACA92804455011901501(C)(3)$15,000OC POLST COALITION AND ADVANCE CARE Planning, Latino Conf
AGE WELL SENIOR SERVICES (S COUNTY SR SVC)
24300 EL TORO RD BLDG A STE 2000LAGUNA WOODSCA92637931163563501(C)(3)$150,000OC POLST COALITION AND ADVANCE CARE Planning, Latino Conf
AIDS SERVICE FOUNDATION
17982 SKY PARK CIRCLE JIRVINECA92614330126481501(C)(3)$40,000OPERATIONS, MATCHING GRTS, MISC GRANTS
ALZHEIMER'S FAMILY SERVICES CENTER
9451 INDIANAPOLIS AVEHUNTINGTON BEACHCA92646953463978501(C)(3)$1,833,084LUNG FORCE WOMENS SYMPOSIUM
ALZHEIMERS ASSOCIATION OF OC
2515 MCCABE WAY SUITE 200IRVINECA92614953702013501(C)(3)$112,500HOME FIRE PREVENTION CAMPAIGN
AMERICA ON TRACK
600 W SANTA ANA BLVD SUITE 170SANTA ANACA92701330724044501(C)(3)$25,000ON TRACK THROUGH FITNESS & NUTRITION
AMERICAN RED CROSS
601 N GOLDEN CIRCLESANTA ANACA92705530196605501(C)(3)$25,000DONATION TO THE OC IMMUNIZATION COALITION
BIG BROTHERS BIG SISTERS OF ORANGE COUNTY
1801 E EDINGER AVE STE 100SANTA ANACA92705951992702501(C)(3)$60,000MIND, BODY AND SOUL PROGRAM
BOYS & GIRLS CLUB SANTA ANA
250 N GOLDEN CIRCLE 104SANTA ANACA92705951893417501(C)(3)$25,000HEALTHY CHANGE PROGRAM
CASA TERESA INC
PO BOX 429ORANGECA92856953251986501(C)(3)$25,000EMERGENCY MATERNITY SHELTER, HEALTH & Wellness Program
CHARITABLE VENTURES OF ORANGE COUNTY INC
1505 E 17TH ST 101SANTA ANACA92705208756660501(C)(3)$315,000MENTAL HEALTH SERVICES
CHILDRENS HOSPITAL ORANGE COUNTY (CHOC)
455 S MAIN STORANGECA92868952321786501(C)(3)$640,000PROJECT KINSHIP-PROGRAM FOR FORMERLY INCARCERATED and their fmailies.
CHOC FOUNDATION
455 S MAIN STORANGECA92868956097416501(C)(3)$300,000PEDIATRIC DIABETES SERVICES AT ALLEN Diabetes Center
CITY OF COSTA MESA
PO BOX 1200 695 W 19TH STCOSTA MESACA92627956005030GOVT$100,000CHOC BREATHMOBILE, CHOC EATING DISORDER CLINIC
CITY OF HUNTINGTON BEACH
1718 ORANGE AVEHUNTINGON BEACHCA92648956000723GOVT$155,000MENTAL HEALTH OUTREACH AND SENIOR Resources
CITY OF IRVINE
ONE CIVIC CENTER PLAZAIRVINECA92606952759391GOVT$30,000OASIS SENIOR CENTER TRANSPORTATION SERVICES, OC Alternative Destination Project
CITY OF NEWPORT BEACH
PO BOX 1768NEWPORT BEACHCA92658956000751GOVT$100,000SENIOR NUTRITION PROGRAMS
COALITION OF ORANGE COUNTY COMMUNITY CLINICS
17701 COWAN STE 220IRVINECA92614952900725501(C)(3)$25,000SENIOR TRANSPORTATION
COMMUNITY ACTION PARTNERSHIP OF ORANGE CTY
11870 MONARCH STGARDEN GROVECA92841952452787501(C)(3)$75,000HEALTHY CITIES
COMMUNITY HEALTH INITIATIVE OF ORANGE CTY
1505 E 17TH ST SUITE 121SANTA ANACA92705472671013501(C)(3)$25,000BOWEL DISEASE EDUCATION PROGRAM
COMMUNITY SENIOR SERV INC
1200 N KNOLLWOOD CIRANAHEIMCA92801952771715501(C)(3)$15,000EVENT SUPPORT
COMMUNITY SERVICES PROGRAM INC
1221 E DYER ROAD SUITE 120SANTA ANACA92705953167866501(C)(3)$10,000PROGRAM SUPPORT
COUNCIL ON AGING ORANGE COUNTY
2 EXECUTIVE CRIR STE 175IRVINECA92614952874089501(C)(3)$100,000COMMUNITY CARES PROGRAM, COUNSELING PROGRAMAM
CROHN'S & COLITIS
3972 BARRANCA PKWY J276IRVINECA92606136193105501(C)(3)$20,000EUREKA HEALTH PROGRAM
DISCOVERY SCIENCE CENTER OF ORANGE COUNTY
2500 NORTH MAIN STSANTA ANACA92705330828380501(C)(3)$25,000DENTAL SEDATION CARE FOR UNDERSERVED CHILDREN
EPILEPSY SUPPORT NETWORK
1500 ADAMS ST SUITE 301COSTA MESACA92626270681680501(C)(3)$25,000BILINGUAL MENTAL HEALTH FOR VICTIMS OF DOMESTIC Violence
FAMILIES FORWARD
8 THOMASIRVINECA92618330086043501(C)(3)$50,000SENIOR TRANSPORTATION, HOME DELIVERED MEALS Project Self Sufficiency
GAY & LESBIAN COMMUNITY SERVICES CTR OC
1605 N SPURGEON STSANTA ANACA92701952934041501(C)(3)$25,000EDUCATIONAL CONFERENCE
GIRLS INCORPORATED OF ORANGE COUNTY
150 PAULARINO D-290COSTA MESACA92626951810150501(C)(3)$98,587HEALTHCARE AND OUTREACH
HEALTHY SMILES
2101 E 4TH ST SUITE 220SANTA ANACA92705383675065501(C)(3)$55,000EXPANSION OF EDUCATIONAL PROGRAMS AND SENIOR Transportation
HUMAN OPTIONS
PO BOX 53745IRIVNECA92619953667817501(C)(3)$25,000PROVIDES BEFORE AND AFTER SCHOOL CHILD CARE Scholarships
HURTT FAMILY HEALTH CLINIC INC
ONE HOPE DRTUSTINCA92782330906866501(C)(3)$20,000HEALTH AND WELLNESS INITIATIVES
ILLUMINATION FOUNDATION
2691 RICHTER AVE 107IRVINECA92606711047686501(C)(3)$20,000FEELING THE BLUES
INFECTION DISEASE ASSOCIATION OF CALIFORNIA
PO BOX 66751LOS ANGELESCA90006954106813501(C)(3)$10,000WOMEN'S HEALTH SERVICES
IRVINE ADULT DAY HEALTH SERVICES
20 LAKE ROADIRVINECA92604330599371501(C)(3)$140,000HOME FOR TEENS
IRVINE CHILDRENS FUND
14301 YALE AVEIRVINECA92604330177921501(C)(3)$25,000IMPROVING PERINATAL OUTCOMES IN OC THROUGH Professional Education
IRVINE COMMUNITY DRUG PREVENTION
19 MARIPOSAIRIVINECA92604330084831501(C)(3)$15,000COMMUNITY COUNSELING PROGRAM
IRVINE PUBLIC SCHOOLS FOUNDATION
1 POST STE 250IRVINECA92618330733191501(C)(3)$100,000PROSTHETIC CONTACT LENSES AND EYES FOR VULNERABLE Populations
JEWISH FEDERATION AND FAMILY SERVICES OF OC
1 FEDERATION WAY SUITE 220IRVINECA92603952407026501(C)(3)$40,000MATERNITY CHILD HEALTH COORDINATION
LAGUNA BEACH SENIORS INC
380 THIRD STLAGUNA BEACHCA92651952983350501(C)(3)$30,000MENTAL HEALTH OUTREACH AND EDUCATION
LATINO HEALTH ACCESS
1701 N MAIN ST STE200SANTA ANACA92706330562943501(C)(3)$117,842EVERY 15 MINUTES PROGRAM FOR CDM
LAUREL HOUSE
1 HOPE DRTUSTINCA92782300611748501(C)(3)$15,000SUPPORT DOMESTIC VIOLENCE MENTAL HEALTH PROGRAMS
MARCH OF DIMES FOUNDATION CORP
2222 MARTIN ST SUITE 270IRVINECA92612131846366501(C)(3)$15,000TEACHER GRANT PROGRAMS
MARIPOSA WOMEN AND FAMILTY CENTER
812 W TOWN COUNTRY RDORANGECA92866953626580501(C)(3)$30,000HOPE CLINIC
MARSHALL B KETCHUM UNIVERSITY
2575 YORBA LINDA BLVDFULLERTONCA92831951644593501(C)(3)$15,000MOBILE HEALTH PROGRAM, HEALTHY COMMUNITY Initiative
MOMS ORANGE COUNTY
1128 W SANTA ANA BLVDSANTA ANACA92703330518078501(C)(3)$117,693SUSTAINING FUND
NAMI ORANGE COUNTY
1810 E 17TH STSANTA ANACA92705953726369501(C)(3)$40,000MADRES UNIDAS
NATIONAL KIDNEY FOUNDATION
15490 VENTURA BLVD SUITE 210SHERMAN OAKSCA91403131673104501(C)(3)$20,000ADDRESSES STUDENT SUCCESS & WELLNESS
NEW VISTA SCHOOL
23092 MILL CREEK DRLAGUNA HILLSCA92653952984938501(C)(3)$25,000PULSEPOINT PROGRAM
NEWPORT BEACH POLICE DEPARTMENT
870 SANTA BARBARA DRNEWPORT BEACHCA92658956000751GOVT$7,000BRIDGES SCHOOL INTER GROUP RELATIONS & VIOLENCE Prevention programs, WIMS Conference
NEWPORT MESA SCHOOLS FOUNDATION
PO BOX 1368NEWPORT BEACHCA92659953545785501(C)(3)$10,000VETERANS IN MIND
NEWPORT-MESA UNIFIED SCHOOL DISTRICT
2045 MEYER PLACE BLDG BCOSTA MESACA92626952417783GOVT$275,000LOAN EXEC. PROGRAM
OAKVIEW RENEWAL PARTNERSHIP
17241 OAK LANEHUNTINGTON BEACHCA92647611495237501(C)(3)$100,000DIABETES EDUCATION
OMID MULTICULTURAL INSTITUTE FOR DEVELOPMT
4199 CAMPUS DR SUITE 300IRVINECA92612272337843501(C)(3)$45,000WHSC GRANT: RENOVATION OF COSTA MESA HEALTH Center
ONE OC
1901 E FOUTH ST STE 100SANTA ANACA92705952021700501(C)(3)$85,000LOW INCOME SUBSIDY PROGRAM
OC ADVANCE CARE PLANNING (ALZHEIMERS OC)
2515 MCCABE WAY SUITE 200IRVINECA92614953702013501(C)(3)$75,000MEDICAL LEGAL PARTNERSHIP
ORANGE COUNTY BAR FOUNDATION CORP
313 N BIRCH ST 2ND FLOORSANTA ANACA92701237068923501(C)(3)$30,000TEEN HEALTH THROUGH RECREATIONAL, CULTURAL, AND Outdoor Activities
ORANGE COUNTY HUMAN RELATIONS
1300 S GRAND AVE BLDG BSANTA ANACA92705330438086501(C)(3)$85,000MENTAL HELATH CLINICS
PEDIATRIC ADOLESCENT DIABETES RESEARCH
1201 W LA VETA AVEORANGECA92868330099451501(C)(3)$103,064OPERATIONS
PEOPLE FOR IRVINE COMMUNITY HEALTH
1505 E 17H ST SUITE 108SANTA ANACA92705330063532501(C)(3)$50,000SUPPORTS PROGRAMS TO FEED THE UNDERSERVED
PLANNED PARENTHOOD ORANGE & SAN BERNARDINO
700 S TUSTIN STREETORANGECA92866956152773501(C)(3)$150,000MENTAL HEALTH SERVICES TO VETERANS
PROJECT SELF SUFFICIENCY
1718 ORANGE AVEHUNTINGON BEACHCA92648330597719501(C)(3)$20,000BREAST HEALTH SCREENING FOR Latinas/African Americans
PROVIDENCE SPEECH & HEARING CENTER
1301 PROVIDENCE AVEORANGECA92868956154473501(C)(3)$160,000DIABETES EDUCATION
PUBLIC LAW CENTER CORP
601 W CIVIC CENTER DRSANTA ANACA92701953709253501(C)(3)$25,000PARENT EDUCATION AND SPANISH OUTREACH
SAVE OUR YOUTH
661 HAMILTON 180COSTA MESACA92627330585600501(C)(3)$50,000LIGHT UP A LIGHT DONATION
SENECA FAMLIY OF AGENCIES
18302 IRVINE BLVD 300TUSTINCA92780942971761501(C)(3)$25,000ACCESS TO CARE FOR VULNERABLE POPULATIONS, Research and Education
SERVE THE PEOPLE INC
1206 E 17TH ST STE 101SANTA ANACA92701270421556501(C)(3)$20,000GRANTS AND CONTRIBUTIONS TO OTHER NON-PROFIT service organizations
SERVING KIDS HOPE
2100 W ALTON AVE 2SANTA ANACA92704471518476501(C)(3)$200,000MULTI-DISCIPLINARY APPROACH IN THE PREVENTION AND
SHARE OUR SELVES CLINIC
1550 SUPERIOR AVECOSTA MESACA92627953222316501(C)(3)$1,711,321OPERATIONS
SOCIAL MODEL RECOVERY SYSTEMS INC
223 E ROWLAND STCOVINACA91723954079133501(C)(3)$10,000TOUCHSTONES ROCK BAND
SOMEONE CARES SOUP KITCHEN
720 W 19TH ST/ PO BOX 11267COSTA MESACA92627330279080501(C)(3)$72,600HUNGER RELIEF PROGRAM
STRENGTH IN SUPPORT
23461 SOUTH POINTE DR SUITE 310LAGUNA HILLSCA92653461896501501(C)(3)$30,000THREE PILLARS OF SUPPORT PROGRAMS
SUSAN G KOMEN BREAST CANCER FOUNDATION
3191 AIRPORT LOOP DR ACOSTA MESACA92626330487943501(C)(3)$75,000LINKING VULNERABLE POPULATIONS TO BREAST HEALTH CA
SWEET SUCCESS EXPRESS PROGRAM
16718 MAPLE STREETFOUNTAIN VALLEYCA92708342044369501(C)(3)$15,000SWEET SUCCESS EXPRESS 2016: PREVENTION- IT TAKES A
TALK ABOUT CURING AUTISM
2222 MARTIN STSUITE 140IRVINECA92612270048002501(C)(3)$15,000ORANGE COUNTY AUTISM SUPPORT AND OUTREACH EDUCATIO
THE CAMBODIAN FAMILY
1626 E 4TH STSANTA ANACA92701953854831501(C)(3)$25,000HEALTHY CHANGE PROGRAM
THE WOODEN FLOOR FOR YOUTH MOVEMENT
1810 N MAIN STSANTA ANACA92706330299356501(C)(3)$10,000HEALTHY AND FAMILY SERVICES AT THE WOODEN FLOOR
VCOC
1901 E 4TH ST STE100SANTA ANACA92705952021700501(C)(3)$10,000GRANTS AND CONTRIBUTIONS TO OTHER NON-PROFIT SERVI
WISEPLACE
1411 N BROADWAYSANTA ANACA92706951684796501(C)(3)$20,000STEPS TO INDEPENDENCE
YOUNG LIVES REDEEMED
1351 E CHAPMAN AVE SUITE CFULLERTONCA92831471849084501(C)(3)$20,000ORANGE COUNTY WELLNESS PROJECT
YOUNG MEN'S CHRISTIAN ASSOCIATION OF OC
13821 NEWPORT AVE SUITE 200TUSTINCA92780951644055501(C)(3)$25,000SANTA ANA FAMILY YMCA
YOUTH EMPLOYMENT SERVICES
114 EAST 19TH STCOSTA MESACA92627952704522501(C)(3)$40,000COMPREHENSIVE YOUTH JOB READINESS PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org85Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationDESCR OF ORGANIZATIONS 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 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

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PATRICK ANDERSON
SVP & CIO$385,008$0$89,654$0$3,316$0$0$0$0$0$477,978$0$0$0
ANDREW GUARNI
SVP & CFO$383,655$0$133,800$0$4,392$0$35,187$0$8,450$0$565,484$0$0$0
SANFORD SMITH
SVP REAL ESTATE & FACILITIES$397,459$0$141,000$0$3,849$0$59,091$0$6,768$0$608,167$0$0$0
PINKIE NOLAN
VP ENTERPRISE PMO$270,005$0$85,503$0$2,114$0$23,250$0$13,641$0$394,513$0$0$0
CYNTHIA PERAZZO
SVP STRATEGIC & BUSINESS DVPMT$360,102$0$142,976$0$12,898$0$24,843$0$15,869$0$556,688$0$14,405$0
FLYNN ANDRIZZI
SVP/PRES. HHF/BOARD MEMBER HCS$414,577$0$133,270$0$11,335$0$26,558$0$19,183$0$604,923$0$0$0
MICHAEL RICKS
Executive VP/COO$500,011$0$214,080$0$1,737$0$35,000$0$18,046$0$768,874$0$0$0
GWYN PARRY
DIRECTOR OF COMMUNITY MEDICINE$251,274$0$36,599$0$50,089$0$21,217$0$7,077$0$366,256$0$0$0
MICHAEL BRANDT-ZAWADZKI
EXECUTIVE MEDICAL DIRECTOR$456,390$0$128,542$0$13,839$0$26,271$0$13,936$0$638,978$0$0$0
KRIS V IYER MD
VP SR & CAO HMTS/BD CHAIR HMTS$392,252$0$127,842$0$12,522$0$37,082$0$1,151$0$570,849$0$0$0
DORI HOLNAGEL
VP CLINICAL INSTITUTES$254,608$0$126,227$0$57,316$0$19,303$0$7,540$0$464,994$0$0$0
JAN BLUE
SVP HUMAN RESOURCES$346,769$0$127,335$0$5,844$0$32,055$0$8,499$0$520,502$0$0$0
ALLYSON BROOKS
EXEC DIR MED WOMENS HEALTH$385,024$0$115,517$0$3,548$0$23,785$0$20,013$0$547,887$0$0$0
ROBERT BRAITHWAITE
CEO-HOAG, REG VP-S CA REGION$0$598,216$282,941$572,033$0$60,867$0$10,283$0$35,493$282,941$1,276,892$0$0
RICHARD MARTIN
SVP & CHIEF NURSING OFFICER$439,549$0$155,932$0$26,362$0$55,028$0$7,513$0$684,384$0$21,335$0
RICHARD AFABLE MD
FMR PRES,CEO,BM/BM HHF/SJH EVP$0$826,886$0$1,358,356$0$474,186$0$225,381$0$22,599$0$2,907,408$0$395,044
JACK COX
FORMER SVP/CHIEF QUALITY OFCR$0$464,367$0$223,445$0$89,027$0$10,600$0$16,825$0$804,264$0$0
JENNIFER MITZNER
FORMER SVP, CFO S CA REGION$0$523,553$0$226,205$0$91,280$0$9,580$0$29,106$0$879,724$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3DESCRIPTION OF CEO PAID BY EXEMPT PARENT THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY ST. JOSEPH HEALTH SYSTEM.
SCHEDULE J, PART I, LINE 4BSUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT FROM THE SERP PLAN DURING THE YEAR: CYNTHIA PERAZZO - $14,405 RICHARD MARTIN - $21,355 ST. JOSEPH HEALTH SYSTEM BEGINNING IN JULY 2015, NEW EXECUTIVES PARTICIPATE IN A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PLAN PROVIDES FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND ARE SUBJECT TO A FIVE YEAR OR AGE 65 VESTING SCHEDULE. CERTAIN EXECUTIVES PARTICIPATE IN A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDED BY A RELATED ENTITY. THE AMOUNTS SHOWN IN COLUMN F OF PART II FOR RICHARD AFABLE, MD REFLECT CURRENT YEAR PAYOUTS FROM THIS PLAN.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
NEWPORT EMERGENCY MEDICAL GROUP
See Part V$234,000See Part Vfalse
KATHERINE MCKITTERICK
See Part V$23,724See Part Vfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceBUSINESS RELATIONSHIPSFormAndLineReferenceDesc
ExplanationLINE (1) - RAYMOND RICCI, BOARD MEMBER OF HMHP, IS THE OWNER, PRESIDENT AND PRACTICING PHYSICIAN OF NEWPORT EMERGENCY MEDICAL GROUP INC., A MEDICAL GROUP THAT PROVIDES EMERGENCY SERVICES AND MEDICAL DIRECTORSHIP (RAYMOND AS A CHIEF OF SERVICE) TO HOAG. LINE (2) - GARY MCKITTERICK, BOARD MEMBER OF HMHP, IS THE FATHER OF KATHERINE MCKITTERICK WHO IS AN EMPLOYEE OF HOAG.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4APROGRAM SERVICE ACCOMPLISHMENTS EXECUTIVE SUMMARY THE COMMUNITY HEALTH DEPARTMENT AT HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HOAG) WAS ESTABLISHED IN 1995. SINCE ITS BEGINNING THE PROGRAM HAS FOCUSED ON TWO PRINCIPAL STRATEGIES: - PROVIDE NECESSARY HEALTHCARE-RELATED SERVICES WHICH ARE UNDUPLICATED IN THE COMMUNITY. - PROVIDE FINANCIAL SUPPORT TO EXISTING COMMUNITY BASED NOT-FOR-PROFIT ORGANIZATIONS WHICH ALREADY PROVIDE EFFECTIVE HEALTHCARE AND RELATED SOCIAL SERVICES TO MEET COMMUNITY HEALTH NEEDS. THE DEPARTMENT OF COMMUNITY HEALTH, LED BY ITS DIRECTOR, GWYN PARRY, MD, IS RESPONSIBLE FOR THE COORDINATION OF HOAG'S COMMUNITY BENEFIT REPORTING, AND PROVIDES FREE AND LOW COST PROGRAMS TO ASSIST THE UNDERSERVED IN THE COMMUNITY. THESE INCLUDE MENTAL HEALTH SERVICES, HEALTH MINISTRIES COORDINATION, AND A GRANTS PROGRAM. IN ADDITION TO THESE SERVICES, MANY OTHER HOAG DEPARTMENTS PROVIDE COMMUNITY HEALTH SERVICES INCLUDING EDUCATION AND SUPPORT GROUPS WHICH ARE FREE TO THE COMMUNITY. THE COMMUNITY BENEFIT PROGRAM SUPPORTS ORGANIZATIONS THAT PROVIDE A BROAD RANGE OF SERVICES, INCLUDING THE FOLLOWING: - MEDICAL AND DENTAL CARE - ADULT DAY CARE AND EDUCATION FOR PERSONS WHO SUFFER FROM ALZHEIMER'S DISEASE OR MILD DEMENTIA, WITH SUPPORT AND EDUCATION FOR THEIR CAREGIVERS AND FAMILIES - TRANSPORTATION SERVICES FOR LOCAL SENIOR CENTERS INTRODUCTION THE HOAG MEMORIAL HOSPITAL PRESBYTERIAN COMMUNITY BENEFIT PROGRAM WAS FORMALIZED IN 1995 AND HAS GROWN SIGNIFICANTLY SINCE THAT TIME. WE HAVE SERVED OVER 80 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 TEN URGENT CARE CENTERS AND SEVEN 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 5,000 EMPLOYEES AND MORE THAN 2,000 VOLUNTEERS. HOAG'S NETWORK OF MORE THAN 1,500 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 FIVE INSTITUTES THAT PROVIDE SPECIALIZED SERVICES IN THE FOLLOWING AREAS: CANCER, HEART AND VASCULAR, NEUROSCIENCES, WOMEN'S HEALTH, AND ORTHOPEDICS THROUGH HOAG'S AFFILIATE, HOAG ORTHOPEDIC INSTITUTE, WHICH CONSISTS OF AN ORTHOPEDIC HOSPITAL AND TWO 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. IN 2013, HOAG ENTERED INTO AN ALLIANCE WITH ST. JOSEPH HEALTH TO FURTHER EXPAND HEALTH CARE SERVICES IN THE ORANGE COUNTY COMMUNITY, KNOWN AS ST. JOSEPH HOAG HEALTH. HOAG HAS BEEN NAMED ONE OF THE BEST REGIONAL HOSPITALS IN THE 2017-2018 U.S. NEWS & WORLD REPORT METRO EDITION AND BECKERS HOSPITAL REVIEW NAMED HOAG AS ONE OF THE 2016 "100 GREAT HOSPITALS IN AMERICA" - A DESIGNATION HOAG HAS RECEIVED FOUR TIMES. FOR AN UNPRECEDENTED 21 YEARS, RESIDENTS OF ORANGE COUNTY HAVE CHOSEN HOAG AS ONE OF THE COUNTY'S BEST HOSPITALS IN A LOCAL NEWSPAPER SURVEY. HISTORY HOAG OPENED IN 1952 AS A COMMUNITY PARTNERSHIP BETWEEN THE ASSOCIATION OF PRESBYTERIAN MEMBERS AND THE GEORGE HOAG FAMILY FOUNDATION, A PRIVATE CHARITABLE FOUNDATION. THE GEORGE HOAG FAMILY FOUNDATION AND THE ASSOCIATION OF PRESBYTERIAN MEMBERS REPRESENT THE TWO FOUNDING ORGANIZATIONS OF THE HOSPITAL AND CONTINUE TO PROVIDE LEADERSHIP AS CORPORATE MEMBERS OF THE HOAG CORPORATION. THESE MEMBERS ANNUALLY ELECT THE BOARD OF DIRECTORS, WHICH CONSISTS OF 16 MEMBERS WITH REPRESENTATIVES FROM THE HOAG COMMUNITY AND MEDICAL STAFF. AN ANNUAL MEETING AT THE END OF THE FISCAL YEAR PROVIDES THE CORPORATE MEMBERS THE OPPORTUNITY FOR THE ELECTION/RE-ELECTION OF DIRECTORS FOR THE ENSUING YEAR. SINCE ITS FOUNDING THE HOSPITAL HAS WELDED A STRONG COMMITMENT TO THE COMMUNITY THAT IT SERVES, INCLUDING THE PROVISION OF SERVICES FOR THOSE WHO CONSTITUTE A MORE VULNERABLE, AT-RISK POPULATION. SUCH CARE, FOR BOTH INPATIENTS AND OUTPATIENTS, IS OFTEN ONLY PARTIALLY COMPENSATED. WITH EXCELLENCE OF MANAGEMENT AND THE DILIGENT STEWARDSHIP OF FUNDS, HOAG HAS BEEN ABLE TO SUSTAIN ITS FINANCIAL STRENGTH. AS A RESULT, HOAG HAS BEEN ABLE TO MAINTAIN A CONTINUING COMMITMENT TO QUALITY OF CARE WHILE DEVELOPING AND EXPANDING COMMUNITY PROGRAMS AND PARTNERSHIPS. MOST OF THE FUNDS EXPENDED UPON HOAG'S COMMUNITY BENEFIT PROGRAM ARE FROM OPERATING INCOME. PROVIDENCE ST. JOSEPH HEALTH ON JULY 1, 2016, PROVIDENCE HEALTH SERVICES (PHS) AND ST. JOSEPH HEALTH SYSTEM (SJHS), INCLUDING HOAG MEMORIAL HOSPITAL PRESBYTERIAN, ENTERED INTO A BUSINESS COMBINATION AGREEMENT, THE PURPOSE OF WHICH WAS TO BETTER SERVE BOTH ORGANIZATIONS COMMUNITIES, MAINTAIN STRONG TRADITIONS OF CATHOLIC HEALTHCARE, AND PROVIDE GREATER AFFORDABILITY AND ACCESS TO HEALTHCARE SERVICES. AS PART OF THE BUSINESS COMBINATION, PHS AND SJHS ALIGNED UNDER A SINGLE PARENT CORPORATION, PROVIDENCE ST. JOSEPH HEALTH, WITH A CONSOLIDATED BOARD OF DIRECTORS AND COSPONSORSHIP FROM THE PUBLIC JURIDIC PERSONS PROVIDENCE MINISTRIES AND ST. JOSEPH HEALTH MINISTRY. PROGRAM ACCOMPLISHMENTS MENTAL HEALTH CENTER - DURING FY 2017, THE PROGRAM EMPLOYED SEVEN FULL-TIME BILINGUAL MASTERS PREPARED SOCIAL WORKERS, 5 OF THE STAFF ARE LICENSED. - PROVIDED MENTAL HEALTH SERVICES TO 802 CLIENTS IN THE FORM OF PSYCHOTHERAPY. - RESOURCE BROKERING, AND/OR CASE MANAGEMENT WAS PROVIDED TO 179 INDIVIDUALS. - PSYCHOTHERAPEUTIC, PSYCHOEDUCATIONAL GROUPS AND COMMUNITY PRESENTATIONS WHICH RESULTED IN 2,709 ENCOUNTERS. - THE MAJORITY OF THE CLIENTS SEEN THROUGH THE MENTAL HEALTH CENTER WERE FEMALE, HISPANIC, AND INDICATED A LANGUAGE OTHER THAN ENGLISH AS THEIR PRIMARY LANGUAGE. - AVERAGE CLIENT AGE FOR OUR ADULT POPULATION WAS 38.9 YEARS OF AGE AND THE AVERAGE AGE OF THE MINOR POPULATION WAS 14.8 YEARS OF AGE. - 59% PERCENT OF THE ADULT CLIENTS AND 45% OF MINOR CLIENTS REPORTED HAVING AN ANNUAL HOUSEHOLD INCOME BELOW $20,000. - ACCORDING TO PRE AND POST-TEST SCORES, CLIENTS WHO PARTICIPATED IN EITHER INDIVIDUAL OR GROUP PSYCHOTHERAPY SAW A STATISTICALLY SIGNIFICANT DECLINE IN DEPRESSION, ANXIETY, AND STRESS SCORES. THE PROGRAM ALSO IMPLEMENTED A SELF-ESTEEM ASSESSMENT TOOL (ROSENBERG) ON A PRE AND POST-TEST BASIS. ACROSS THE BOARD FOR INDIVIDUAL AND GROUP PSYCHOTHERAPY, THERE WAS STATISTICALLY SIGNIFICANT IMPROVEMENT IN SELF-ESTEEM. - PROVIDED A SUPERVISED CLINICAL INTERNSHIP TRAINING PROGRAM FOR 9 MSW (MASTER OF SOCIAL WORK) STUDENTS. - THE CENTER COLLABORATES WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA, CALIFORNIA STATE UNIVERSITY AT FULLERTON AND CALIFORNIA STATE UNIVERSITY AT LONG BEACH. - EACH INTERN WAS PROVIDED WITH WEEKLY 1 HOUR LONG SUPERVISION AND 1.5 HOUR LONG GROUP SUPERVISION FOR A TOTAL OF 351 DIRECT CLINICAL SUPERVISION HOURS PROVIDED TO THE GROUP. - THE PART TIME PSYCHIATRIST HAD 313 CONSULTATION APPOINTMENTS DURING THE FISCAL YEAR.
FORM 990, PART III, LINE 4A - continuedHEALTH MINISTRIES DURING FY 2017: - 65 VOLUNTEER RNS THAT SERVE COMMUNITIES LOCALLY, NATIONALLY AND INTERNATIONALLY THROUGH THE FAITH COMMUNITY NURSING PROGRAM - INCLUDED 10 DENOMINATIONS AMONGST THE 41 FAITH BASED PARTNERSHIPS, LOCATED WITHIN A 300 SQUARE MILE AREA THROUGHOUT ORANGE COUNTY - WELCOMED 5 NEW CHURCHES INTO THE PROGRAM - DONATED COUNTLESS VOLUNTEER RN HOURS AT THE LOCAL, NATIONAL AND INTERNATIONAL LEVEL - TOUCHED THE LIVES OF MORE THAN 14,000 CONGREGANTS: - 14% SERVED THROUGH INDIVIDUAL CASE MANAGEMENT - 42% RECEIVED GROUP CLINICAL SERVICES FLU VACCINES, BP SCREENINGS, BLOOD DRIVES - 26% PARTICIPATED IN COMMUNITY HEALTH EDUCATION PROGRAMS - OTHER SERVICES INCLUDED HOME/HOSPITAL VISITS, PROGRAM PLANNING & VOLUNTEER COORDINATION - ADMINISTERED 8,312 FLU VACCINE DOSES TO FAITH MEMBERS AND THE COMMUNITY - SERVED 332 CONGREGANTS WITH SPIRITUALLY BASED AGING AND DEMENTIA CARE LECTURES - TRAINED 143 PERSONS IN LIFE-SAVING CPR AND AUTOMATED EXTERNAL DEFIBRILLATOR USAGE - PROVIDED A FOUNDATIONS OF FAITH COMMUNITY NURSING COURSE; TRAINED AND COMMISSIONED 24 FCNS IN THE 36 HOUR COURSE AT HOAG AND ST MARYS IN APPLE VALLEY - PROVIDED THE ANNUAL SPIRITUALITY CONFERENCE, 'THE POWER OF SPIRITUAL SUPPORT IN HEALTH AND HEALING,' ATTENDED BY 166 HEALTH CARE PROFESSIONALS, RELIGIOUS LEADERS AND CAREGIVERS - HOSTED THE WESTBERG ON THE ROAD CONFERENCE FOR FAITH COMMUNITY NURSES. HOAG WAS THE FIRST NATIONAL SITE TO HOST THE REGIONAL MEETING, ATTENDED BY 72 FCNS. COMMUNITY BENEFIT GRANTS PROGRAM - THE COMMUNITY BENEFIT GRANTS PROGRAM FOCUSES ON MEETING THE UNIQUE NEEDS OF ORANGE COUNTY RESIDENTS, WITH PARTICULAR EMPHASIS UPON THE DISADVANTAGED AND UNDERSERVED. - THE GRANT TERMS SPAN THE FISCAL YEAR, FROM JULY 1, 2016 JUNE 30, 2017. - ORGANIZATIONS THAT DO RECEIVE FUNDING ARE REQUIRED TO SUBMIT A 6-MONTH PROGRESS REPORT, AS WELL AS A FINAL OUTCOMES REPORT. - DURING FY17, 98 GRANTS TOTALING OVER $4M WERE FUNDED WITH THE FOLLOWING BREAKDOWN FOR THE PRIORITY FOCUS AREAS: - ACCESS TO CARE FOR VULNERABLE POPULATIONS = 38 GRANTS = $2,000,000 - CHRONIC DISEASE MANAGEMENT = 8 GRANTS = $275,000 - MENTAL HEALTH = 17 GRANTS = $710,000 - PREVENTIVE HEALTH = 35 GRANTS = $1,240,000 PROJECT WIPEOUT PROJECT WIPEOUT WAS CREATED TO PROVIDE BEACH AND WATER SAFETY INFORMATION TO THE NEARBY BEACH COMMUNITIES AFTER SEEING AN INCREASED INCIDENCE OF SPINAL CORD INJURIES IN THE HOAG NEWPORT BEACH EMERGENCY DEPARTMENT. IN FY17 PROJECT WIPEOUT: - PROJECT WIPEOUT HOSTED THE ANNUAL LIFEGUARD EDUCATION SYMPOSIUM, WITH ALMOST 300 LIFEGUARDS AND FIRE PERSONNEL FROM ALL OVER ORANGE COUNTY IN ATTENDANCE. - A NEEDS ASSESSMENT OF THE BEACH COMMUNITY WAS CONDUCTED, WHICH INCLUDED INPUT FROM STAKEHOLDERS REPRESENTATIVE OF EVERY LIFESAVING AGENCY IN ORANGE COUNTY AND HOAG HOSPITAL. - PROJECT WIPEOUT CREATED A GOVERNING STRUCTURE WHERE REPRESENTATIVES FROM LIFESAVING AGENCIES THROUGHOUT ORANGE COUNTY WOULD SERVE AS MEMBERS OF AN ADVISORY COMMITTEE. - PROJECT WIPEOUTS MAIN COMMUNITY OUTREACH TOOK PLACE AT LARGE COUNTY EVENTS, WHICH INCLUDED "IMAGINOLOGY AND PUBLIC SAFETY DAY" IN NEWPORT BEACH. ALTOGETHER, THESE EVENTS ALLOWED FOR THOUSANDS OF INTERACTIONS BETWEEN LIFEGUARDS, EDUCATORS, CHILDREN, AND FAMILIES THAT INCLUDED DISTRIBUTION OF BEACH SAFETY MATERIALS. MELINDA HOAG SMITH CENTER FOR HEALTH LIVING IN FY17, PROGRAMMING FOR THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING RESULTED WITH THE FOLLOWING OUTCOMES: - LIFE SKILLS: 194 PEOPLE WERE CPR CERTIFIED. THIS HELPS WITH JOB SECURITY AND JOB PLACEMENT FOR SEVERAL NANNIES, CHILD CARE WORKERS, AND PRESCHOOL TEACHER. - HEALTH DRIVEN CLASSES FOCUSING ON IMPROVED HEALTH AND DECREASE IN OBESITY: 2,164 ENCOUNTERS FOR YOGA. 4,012 ENCOUNTERS FOR ZUMBA. - EDUCATION AND SUPPORT TO INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS: 990 PEOPLE PARTICIPATED IN A NAMI CLASS/SUPPORT GROUP. - YOUTH SUPPORT SERVICES: 653 ENCOUNTERS FOR GIRLS INC. AFTER SCHOOL HOMEWORK LAB AND STEM ACTIVITIES (BOYS AND GIRLS). - DIVERSION PROGRAMS TARGETING AT RISK YOUTH: 170 TEENAGERS PARTICIPATED IN OC BAR FOUNDATIONS DIVERSION PROGRAMING SHORT STOP AND STOP SHORT OF ADDICTION. - ADULT EDUCATION: 417 ENCOUNTERS FOR OUR ADULT ESL CLASSES. - WOMENS HEALTH: 59 WOMEN ATTENDED OUR WOMENS CONFERENCE. - LEGAL AID AND REPRESENTATION: 32 PEOPLE HAVE RECEIVED LEGAL CONSULTATION OR REPRESENTATION FROM THE PUBLIC LAW CENTER. FREE LEGAL REPRESENTATION IS KEY BECAUSE THIS IS THE SERVICE THAT IS IN HIGHEST DEMAND AND IS LEAST AVAILABLE IN THE COMMUNITY, FOCUSING ON FAMILY LAW DIVORCE, DOMESTIC VIOLENCE, CHILD CUSTODY, ETC. - NUTRITION: 1,480 FAMILIES HAVE RECEIVED FOOD AT OUR FOOD DISTRIBUTION. THE MARY & DICK ALLEN DIABETES CENTER PROGRAM HIGHLIGHTS FROM FY 2017: SERVICES - 6-8 WEEKS POSTPARTUM ORAL GLUCOSE TOLERANCE TEST OFFERED AT CENTER FREE TO PATIENTS WITH REFERRAL - IN PARTNERSHIP WITH PADRE FOUNDATION, PEER SUPPORT GROUPS FOR YOUTH/YOUNG ADULTS WITH T1D AND FAMILIES OFFERED QUARTERLY - PEER SUPPORT GROUPS FOR T2DM OFFERED MONTHLY - DIABETES PREVENTION PROGRAM OFFERED (VIVIENDO SALUDABLE, HEALTHY LIFESTYLE PROGRAM FOR THOSE WITH PREDIABETES) - PSYCHOSOCIAL ASSESSMENTS FOR ALL NEW PATIENTS WITH DIABETES RESEARCH STUDIES THE CENTER HAS PURSUED VARIOUS RESEARCH STUDIES IN FY2017 LEAD BY HARSIMRAN SINGH, PHD, CLINICAL RESEARCH SCIENTIST AND HEALTH PSYCHOLOGIST. DR. SINGH PRESENTED STUDY #1AS A MODERATED POSTER PRESENTATION AT THE ANNUAL AMERICAN DIABETES ASSOCIATION CONFERENCE ON JUNE 10TH, 2017. STUDY #1: DELIVERY OUTCOMES, EMERGENCY ROOM VISITS, AND PSYCHOLOGICAL ASPECTS OF GESTATIONAL DIABETES: RESULTS FROM A COMMUNITY HOSPITAL MULTI-ETHNIC COHORT CERTAIN ETHNIC GROUPS ARE DISPROPORTIONATELY BURDENED WITH GESTATIONAL DIABETES (GDM). SIGNIFICANT GAPS EXIST IN OUR UNDERSTANDING OF THEIR CLINICAL AND PSYCHOLOGICAL NEEDS. WE PERFORMED A RETROSPECTIVE COHORT STUDY OF 647 WOMEN WITH GDM FROM COMMUNITY HOSPITAL. SAMPLE REPRESENTED ETHNICALLY DIVERSE MIX. MULTIVARIABLE LOGISTIC REGRESSION MODELS EXAMINED ETHNIC DIFFERENCES IN MATERNAL AND NEONATAL OUTCOMES. SEMI-STRUCTURED INTERVIEWS WERE CONDUCTED WITH 29 WOMEN FROM THE COHORT TO EVALUATE EXPERIENCES OF GDM AND PERCEPTIONS OF TYPE 2 DIABETES RISK. INTERVIEWS WERE TAPE-RECORDED AND TRANSCRIBED VERBATIM FOR QUALITATIVE ANALYSES. SIGNIFICANT DIFFERENCES WERE IDENTIFIED BETWEEN ETHNIC GROUPS IN MOTHERS AGE, EDUCATION, BMI, PRE-CONCEPTION WEIGHT, DIABETES FAMILY HISTORY, ER UTILIZATION, CESAREAN DELIVERY AND BABY BIRTH WEIGHT. HISPANIC WOMEN WERE MORE LIKELY TO DELIVER BY CESAREAN (OR 95% CI 2.45 [1.49, 4.05], P<0.001) AND UTILIZE ER DURING PREGNANCY (OR 95% CI 2.86 [1.32, 6.21], P=0.008). ASSOCIATION BETWEEN HISPANIC ETHNICITY AND CESAREAN DELIVERY PERSISTED IN AN ADJUSTED MODEL CONTROLLING FOR MOTHERS AGE, BMI, EDUCATION LEVEL, ED UTILIZATION DURING PREGNANCY AND DIABETES FAMILY HISTORY (AOR 95% CI 2.06 [1.19, 3.55], P=0.010). ADJUSTING FOR MATERNAL AGE AND EDUCATION, MARGINAL EFFECT OF HISPANIC ETHNICITY PERSISTED (OR 95% CI 2.07 [0.91, 4.69], P=0.083), FOR ER UTILIZATION. INTERVIEW ANALYSES REFLECTED STRONG PSYCHOLOGICAL IMPACT OF GDM DIAGNOSES. WOMEN EXPRESSED SHOCK AND DISAPPOINTMENT OVER DIAGNOSES, HIGHLIGHTED NEED FOR PSYCHOLOGICAL SUPPORT FROM HEALTHCARE PROFESSIONALS INCLUDING MORE SENSITIVE WAYS TO REPORT DIAGNOSIS, AND INDICATED DIFFICULTIES WITH THE RECOMMENDED LIFESTYLE CHANGES. RISK PERCEPTIONS FOR TYPE 2 DIABETES WERE LOW. STUDY RESULTS EMPHASIZE NEED FOR IMPROVED PSYCHOLOGICAL SUPPORT FOR GDM WOMEN INCLUDING IMPLICATIONS FOR CLINICAL CARE. STUDY #2: FEASIBILITY AND PRELIMINARY EFFICACY OF VIVIENDO SALUDABLE: A COMMUNITY BASED LIFESTYLE PROGRAM TARGETING DIABETES PREVENTION AND PSYCHOLOGICAL WELL-BEING IN HISPANIC WOMEN WITH PRE DIABETES. THIS STUDY WAS CONDUCTED IN COLLABORATION BETWEEN THE MARY & DICK ALLEN DIABETES CENTER AND THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING. THE DESIGN INCLUDED A SINGLE ARM, PROSPECTIVE, INTERVENTION TRIAL INVOLVING 34 HISPANIC WOMEN WITH PRE DIABETES. THIS INCLUDED A FORMAL CONSENT, AND GROUP IN-PERSON SESSIONS FOCUSING ON CULTURALLY SENSITIVE INFORMATION AROUND PHYSICAL ACTIVITY, NUTRITION, AND PSYCHOLOGICAL HEALTH. EACH OF THESE SESSIONS WAS FOLLOWED BY A MAINTENANCE WEEK WHERE PARTICIPANTS WERE ENCOURAGED TO PRACTICE THE INFORMATION THAT HAD BEEN PROVIDED. THE PROGRAM AND CURRICULUM WERE DEVELOPED IN SPANISH AND DELIVERED BY FOUR SPANISH-SPEAKING INSTRUCTORS INCLUDING SOCIAL WORKERS, A REGISTERED DIETITIAN CERTIFIED DIABETES EDUCATOR, AND A PUBLIC HEALTH PROFESSIONAL. THE PRIMARY FOCUS OF THE INTERVENTION WAS TO EMPOWER PARTICIPANTS TO TAKE CHARGE OF THEIR HEALTH (BOTH PHYSICAL AND PSYCHOLOGICAL) AND IMPLEMENT NECESSARY CHANGES IN THEIR LIFESTYLE TO ACHIEVE THE DESIRED HEALTH OUTCOMES. THE RESEARCH TEAM IS CURRENTLY ANALYZING OUTCOMES DATA AND HOPES TO PRESENT THE STUDY OUTCOMES AT A NATIONAL HEALTH CONFERENCE NEXT YEAR.
FORM 990, PART III, LINE 4A - continuedDIABETES SELF-MANAGEMENT TRAINING/EDUCATION (DSMT/E) DIABETES SELF-MANAGEMENT TRAINING/EDUCATION (DSMT/E) AND MEDICAL NUTRITION THERAPY (MNT) ARE THE CORE FUNCTIONS OF THE CENTER IN WHICH PARTICIPANTS LEARN TO LIVE SUCCESSFULLY WITH DIABETES THROUGH GUIDANCE FROM OUR DEDICATED PHYSICIAN, CERTIFIED DIABETES EDUCATORS, NURSES, DIETITIANS, AND CLINICAL SOCIAL WORKER. IN FY2017, THERE WERE 1378 TOTAL DSMT ENCOUNTERS AND 772 MNT VISITS. 149 PATIENTS WERE PROVIDED FREE CARE. UEBERROTH FAMILY PROGRAM FOR WOMEN WITH DIABETES (SWEET SUCCESS) EXPECTANT MOTHERS WITH DIABETES PRIOR TO PREGNANCY AND THOSE DIAGNOSED WITH GESTATIONAL DIABETES, WHO ARE AT HIGHER RISK OF DEVELOPING TYPE 2 DIABETES AFTER PREGNANCY, BENEFIT FROM PRE-CONCEPTION FAMILY PLANNING, DIABETES EDUCATION, AS WELL AS ANTE-PARTUM AND POST-PARTUM GLUCOSE MANAGEMENT. IN FY2017, WE HAD A TOTAL 767 UNIQUE PATIENTS AND A TOTAL OF 2351 ENCOUNTERS. MACROSOMIA RATE WAS 7%, WHICH IS LOWER THAN THE NATIONAL AVERAGE OF 10%. THE CENTER OFFERS FREE ORAL GLUCOSE TOLERANCE TESTING (OGTT) 6-12 WEEKS POSTPARTUM. IN FY2017, 131 PATIENTS CAME TO RECEIVE THEIR OGTT AT THE CENTER. ANNUAL DIABETES NURSING CONFERENCE THE ANNUAL DIABETES CONFERENCE TITLED "DIABETES: WHAT'S NEW? WHAT'S NEXT?" WAS HELD ON OCTOBER 29, 2017. THERE WERE 110 ATTENDEES, WHICH INCLUDED CERTIFIED DIABETES EDUCATORS, PHARMACISTS, REGISTERED NURSES AND REGISTERED DIETITIANS. THIS ONE-DAY CONFERENCE PROVIDED INFORMATION ON DIABETES MANAGEMENT AND TOPICS THAT INCLUDED EMERGING ADULTS AND TYPE 1 DIABETES, DIABETES MEDICATION MANAGEMENT, NEW APPROACHES TO HYPERTENSION AND PERIPHERAL ARTERY DISEASE, AND CULTURALLY SENSITIVE NUTRITIONAL AND CLINICAL MANAGEMENT OF PREGNANCY AND DIABETES. CHOC CHILDRENS SERVICES AT THE ALLEN DIABETES CENTER CHILDRENS HOSPITAL OF ORANGE COUNTY (CHOC) DIABETES AND ENDOCRINE CENTER AT THE ALLEN DIABETES CENTER PROVIDES PEDIATRIC SPECIALTY CARE SERVICES FOR PATIENTS WITH DIABETES. THIS PROGRAM PROVIDES CLINICAL SERVICES, HEALTH MAINTENANCE AND TREATMENT, AND OUTREACH FOR CHILDREN CONSIDERED AT RISK FOR DEVELOPING DIABETES. IN FY2017, THERE WERE 2,321 CLINICAL ENCOUNTERS. PREVENTION OF OBESITY AND DIABETES THROUGH EDUCATION RESOURCES (PODER) OFFERS NO-COST DIABETES AND OBESITY PREVENTION EDUCATION PROGRAMS, COOKING CLASSES AND ZUMBA EXERCISE CLASSES. PADRE (PEDIATRIC ADOLESCENT DIABETES RESEARCH EDUCATION FOUNDATION) PROVIDES SUPPORT TO TYPE 1 DIABETIC PATIENTS AND TO THEIR FAMILIES THROUGH EVENTS AND EDUCATIONAL WORKSHOPS. 6,482 PARTICIPANTS JOINED THE PODER CLASSES, AND 114 PARTICIPANTS WERE INVOLVED IN THE PADRE CLASSES. HERBERT FAMILY PROGRAM FOR YOUNG ADULTS WITH TYPE 1 DIABETES THE HERBERT FAMILY PROGRAM FOCUSES ON CATERING TO THE UNIQUE NEEDS OF YOUNG ADULTS WITH TYPE 1 DIABETES (AGES 18-30). THE PROGRAM ADDRESSES VARIOUS ASPECTS INCLUDING THE FINANCIAL, PSYCHOLOGICAL, SOCIAL AND PHYSICAL CHANGES THAT CHALLENGE THE YOUNG ADULT, THEIR FAMILY, AND SUPPORT SYSTEMS. A CLINICAL SOCIAL WORKER AND HEALTH PSYCHOLOGIST HAVE JOINED OUR TEAM TO ADDRESS THE PSYCHOSOCIAL ASPECT OF CARE. IN ADDITION, WE HOSTED FIRST FRIDAYS WITH A CONSISTENT ATTENDANCE OF 10-15 EMERGING ADULTS IN WHICH THESE ARE HELD MONTHLY. OUTREACH EVENTS THIS PAST YEAR, APPROXIMATELY 935 PEOPLE PARTICIPATED IN THE SWEET LIFE COOKING CLASSES. DURING THESE CLASSES A PROFESSIONAL CHEF AND CERTIFIED DIABETES EDUCATOR PROVIDE INSIGHT ON RECIPES AND HEALTHY EATING TO HELP MANAGE DIABETES OR PRE-DIABETES. OUR EDUCATORS HAVE PARTICIPATED IN VARIOUS HEALTH FAIRS AND SENIOR CENTERS BY PROVIDING HEALTH EDUCATION, PRESENTED LECTURES TO THE COMMUNITY, CONDUCTED RISK ASSESSMENTS AT HEALTH FAIRS, AND HAVE BEEN PRESENT AT VARIOUS HEALTH FAIRS AND OUTREACH EVENTS. OBSTETRICS (OB) EDUCATION - IN 2017, THE GROUPS PROVIDED SERVICES TO 494 POSTPARTUM WOMEN REFLECTING A 6% INCREASE FROM 2016 AND ARE OFFERED AT NO COST TO THE COMMUNITY. - HOAGS BABYLINE IS AN INFORMATION TELEPHONE HOTLINE FOR PARENTS THAT OPERATES FIVE DAYS A WEEK AND IS ANSWERED BY AN OB EDUCATION REGISTERED NURSE WITH SPECIAL EXPERTISE AND KNOWLEDGE ABOUT PREGNANCY (BEFORE, DURING, AND AFTER), AS WELL AS BABY CARE AND BREASTFEEDING. BABYLINE RECEIVED OVER 14,000 CALLS IN FY 2017. - ATTENDANCE AT THE VARIOUS SUPPORT GROUPS AND EDUCATIONAL WORKSHOPS ARE BELOW: CLASS ATTENDANCE BABY CARE 2,174 BABY SAVER 2,884 BREASTFEEDING 1,280 CAR SEAT SAFETY 1,348 4TH TRIMESTER 202 MATERNITY ORIENTATION 2,142 MULTIPLE MIRACLES (OFFERED QUARTERLY) 29 PREPARED CHILDBIRTH 2,082 PRE-BIRTH BOOT CAMP FOR COUPLES (NEW CLASS OFFERED 2 TIMES) 24 BREASTFEEDING CLINIC VISITS (OUTPATIENT) 1,200 BABY LINE TELEPHONE CALLS 14,162 POSTPARTUM SUPPORT GROUPS: POSTPARTUM ADJUSTMENT, PERINATAL 494 LOSS, & PREGNANCY AFTER LOSS GROUPS (FUNDED BY COMMUNITY BENEFIT) SHARE OUR SELVES (SOS) CORPORATION - PERSONALIZED CARE TO 3,689 UNDUPLICATED UNINSURED INDIVIDUALS DURING 7,683 MEDICAL ENCOUNTERS AT THE SOS COMMUNITY HEALTH CENTER LOCATED IN COSTA MESA. - A COMPREHENSIVE OVERVIEW OF ALL SOS HEALTH CENTERS IS CONFIRMED BY ITS 2016 UNIFORM DATA SYSTEM (UDS) WHICH IDENTIFIED A TOTAL OF 53,421 PROVIDER ENCOUNTERS CARING FOR 14,515 UNDUPLICATED PATIENTS; 1,338 IDENTIFIED THEMSELVES AS HOMELESS. - OF THE INDIVIDUALS CARED FOR BY SOS, 40% WERE UNINSURED WITH 60% INSURED BY MEDICAL/MEDICARE, 81% LIVE AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL (FPL) WITH THE REMAINING 19% LIVING BELOW 200% OF FPL, 75% IDENTIFIED AS HISPANIC/LATINO, 25% NON-HISPANIC/LATINO, AND A FULL 60% WERE BEST SERVED IN A LANGUAGE OTHER THAN ENGLISH. ALZHEIMERS FAMILY CENTER ALZHEIMERS FAMILY CENTER (AFC) IS ORANGE COUNTYS TRUSTED DAY CARE RESOURCE FOR DEMENTIA PATIENTS AND THEIR FAMILIES. MIND BOOSTERS SERIES A FOUR-WEEK EVIDENCE-BASED EDUCATIONAL INTERVENTION THAT EQUIPS OLDER ADULTS IN THE COMMUNITY WITH THE TOOLS NEEDED TO MAXIMIZE AND MAINTAIN THEIR BRAIN HEALTH, LEARN PREVENTION AND RISK MANAGEMENT STRATEGIES FOR COGNITIVE DECLINE, AND GAIN INFORMATION ABOUT AGING AND MEMORY LOSS. IN FY17: - GENEROUS GRANT SUPPORT FROM THE HOAGS COMMUNITY BENEFIT PROGRAM HELPED US PROVIDE 22,522 CUMULATIVE PATIENT DAYS FOR 254 UNDUPLICATED ADULT DAY HEALTH CARE PATIENTS ACROSS FISCAL YEAR 2016-17. - PROVIDED 2,024 HOURS OF CARE MANAGEMENT BY A LICENSED SOCIAL WORKER TO 759 UNDUPLICATED CAREGIVERS OF ENROLLED PATIENTS. - FIELDED 294 INQUIRIES FROM FAMILIES COMMUNITY WIDE SEEKING TO ACCESS SUPPORTIVE SERVICES (E.G., ADULT DAY HEALTH CARE, CAREGIVER SUPPORT GROUPS) FOR THEMSELVES AND THEIR MEMORY IMPAIRED LOVED ONES. APPROXIMATELY 33% OF THE FAMILIES WHO INQUIRED ABOUT OUR SERVICES ADMITTED THEIR LOVED ONE INTO OUR ADULT DAY HEALTH CARE PROGRAM. - MADE 1,354 CONTACTS TO ADDRESS PATIENT MEDICAL NEEDS. OUR NURSING TEAM WORKED DIRECTLY WITH FAMILY CAREGIVERS AND PRIMARY CARE PHYSICIANS. - COORDINATED 23,120 SPECIALIZED, ONE-WAY TRANSPORTATION RIDES FOR OUR ADULT DAY HEALTH CARE PATIENTS. - HOSTED 8 MIND BOOSTER SERIES ALONGSIDE 9 COMMUNITY PARTNERS TO REACH 369 UNDUPLICATED INDIVIDUALS WITH HIGH-QUALITY, COMMUNITY-BASED PREVENTION/EARLY-INTERVENTION EDUCATION ABOUT REDUCING THE RISK OF DEMENTIA AND TOOLS FOR HEALTHY BRAIN AGING. - PARTICIPATED IN 45 COMMUNITY-BASED OUTREACH ACTIVITIES THAT REACHED OVER 9,500 INDIVIDUALS.
FORM 990, PART III, LINE 4A - continuedTHE COSTA MESA FAMILY RESOURCE CENTER (CMFRC) THE COSTA MESA FRC SERVES AS A VEHICLE FOR ENGAGING LOCAL RESIDENTS AND COMMUNITY ORGANIZATIONS BY ACTIVELY SEEKING AND PROMOTING LEADERSHIP OF COMMUNITY MEMBERS THROUGH PARTNERSHIP WITH COMMUNITY ENGAGEMENT ADVISORY COUNCILS (CEAC'S). THIS LAST FISCAL YEAR, CMFRC SERVED 4,701 CHILDREN AND FAMILIES. THIS INCLUDES WALK-INS, REFERRALS, ACCESSING SERVICES AND/OR ATTENDING EVENTS. WITH THE CMFRC COMPLETING ITS 2ND YEAR, THERE HAS BEEN SIGNIFICANT GROWTH IN CLIENTS SERVED AND LINKAGE TO SERVICES. TEEN CONFERENCE: THIS YEAR MARKED THE 2ND ANNUAL TEEN DATING CONFERENCE WHERE OVER 50 PARTICIPANTS ATTENDED THE EVENT, EXCEEDING THE PROJECTED NUMBER. FOOD DISTRIBUTIONS: THE CMFRC HAVE BEEN A TREMENDOUS HELP TO FAMILIES NOT ONLY FROM THE NEWPORT AND COSTA MESA AREAS, BUT THROUGH ALL OF ORANGE COUNTY. ON AVERAGE, THERE ARE ABOUT 120 FAMILIES SERVED EACH MONTH. THE FOOD DISTRIBUTION IS A COLLABORATION BETWEEN THE RAISE FOUNDATION, CMFRC, THE CENTER FOR HEALTHY LIVING (CHL), AND COMMUNITY VOLUNTEERS WHO DONATE THEIR TIME AND SUPPORT. FOOD DISTRIBUTIONS ARE HELD THE 1ST SATURDAY OF THE MONTH (EXCLUDING HOLIDAYS) FROM 1-3PM. PANCAKES & PREVENTION EVENT: THIS EVENT, IN PARTNERSHIP WITH HOAG'S CENTER FOR HEALTHY LIVING, WAS HELD ON A WEEKEND ON THE PREMISES OF THE CMFRC AND CHL. THE DAY INCLUDED VARIOUS SCREENINGS FOR CHILDREN INCLUDING: VISION, HEARING, CAR/HELMET SAFETY, DENTAL, BLOOD PRESSURE AND DEVELOPMENTAL SCREENINGS. FAMILIES WERE PROVIDED WITH A PANCAKE BREAKFAST TO ENGAGE FAMILIES WITH ONE ANOTHER. AS A RESULT OF THIS SERVICE, OVER 90 FAMILIES WERE SERVED, WHILE MANY COMMUNITY MEMBERS LEARNED MORE ABOUT VARIOUS SERVICES IN THE COMMUNITY. OUT OF SCHOOL PROGRAM: THIS LAST 2016-2017 FISCAL YEAR, IT WAS EVIDENT THAT THERE WAS A NEED FOR AFTER SCHOOL PROGRAMMING FOR YOUTH. AS A WAY TO MEET THE NEEDS OF THE COMMUNITY, THE COSTA MESA FAMILY RESOURCE CENTER IN PARTNERSHIPS WITH HOAG WERE ABLE TO HOST A SPRING AND SUMMER CAMP FOR ELEMENTARY AGED CHILDREN IN THE COSTA MESA COMMUNITY. OVER 80 CHILDREN AGES 5 TO 11 YEARS WERE SERVED THROUGH THE COURSE OF THESE CAMPS RANGING FROM EXISTING TO NEW FAMILIES. HEALTH EDUCATION: MOMS' SECOND CORE PROGRAM IS A SERIES OF HEALTH EDUCATION CLASSES. ALSO PROVIDED AT NO COST, GROUP CLASSES ARE OFFERED THROUGHOUT THE COUNTY TO AUGMENT MATERNAL-CHILD HEALTH COORDINATION WITH ADDITIONAL EDUCATION, PEER SUPPORT AND REDUCTION OF ISOLATION. CLASSES ARE PROVIDED IN SPANISH, ENGLISH AND VIETNAMESE, AND INCLUDE: - PRENATAL HEALTH EDUCATION - CHILDBIRTH PREPARATION - BREASTFEEDING EDUCATION & SUPPORT - GESTATIONAL DIABETES PREVENTION - "MOMMY, DADDY & ME" - "MOMMY & ME" (IN THREE AGE GROUPS THROUGH BABYS 18-MONTH) - WORKSHOP FOR NEW FATHERS WITH SUPPORT AND PARTNERSHIP THROUGH HOAGS COMMUNITY BENEFIT PROGRAM, IN FISCAL YEAR 2016-17, MOMS ORANGE COUNTY WAS ABLE TO PROVIDE 16,969 PRENATAL, POSTPARTUM AND MOTHER-BABY HOME VISITS AND 753 HEALTH EDUCATION CLASSES AND SUPPORT GROUPS TO 3,349 MOTHERS, 2,568 BABIES, AND EDUCATION AND SUPPORT TO MORE THAN 450 FATHERS AND OTHER CARING ADULTS. MOMS SCREENED 100% OF PREGNANT WOMEN FOR THEIR RISKS OF GESTATIONAL DIABETES, PRETERM LABOR AND MATERNAL DEPRESSION AND PROVIDED ADDITIONAL SERVICES (EDUCATION, CLASSES, SUPPORT GROUPS, COUNSELING, ETC.) AND/OR REFERRALS FOR MEDICAL AND COMMUNITY SERVICES, AS NEEDED. THROUGH THESE EFFORTS DURING FY17: - 55% OF NEWLY ENROLLED PREGNANT WOMEN WERE DETERMINED TO BE AT MODERATE-TO-HIGH RISK FOR GESTATIONAL DIABETES; OF THIS FIGURE, 89% DID NOT DEVELOP GESTATIONAL DIABETES - 86.5% OF BABIES BORN HAD POSITIVE BIRTH OUTCOMES (AS DEFINED BY NOT HAVING LOW BIRTH WEIGHT, PREMATURE BIRTH AND/OR ADMISSION TO THE NICU) - 2,609 DEVELOPMENTAL SCREENINGS WERE PROVIDED USING THE AGES & STAGES QUESTIONNAIRE AND 98% OF BABIES HAD RESULTS WITHIN NORMAL RANGE - OF THE 1,214 BABIES WHO COMPLETED THE PROGRAM DURING FY17: - 96% WERE ON TRACK DEVELOPMENTALLY - 93% WERE ON TRACK WITH IMMUNIZATIONS - 98% HAD A MEDICAL HOME COMMUNITY FOR INNOVATION, ENTREPRENEURSHIP, LEADERSHIP & OPPORTUNITIES (CIELO) CIELOS MISSION IS TO LAUNCH SUCCESSFUL ENTREPRENEURS BY UNLEASHING INNOVATION, CREATIVITY, AND PASSION. BY SURROUNDING ENTREPRENEURIAL-MINDED INDIVIDUALS WITH A SUPPORT SYSTEM OF EXPERTS DEDICATED TO HELPING CULTIVATE THEIR SKILLS AND CREATIVITY, CIELO EMPOWERS HARDWORKING, LOW-INCOME ORANGE COUNTY RESIDENTS TO PURSUE ECONOMIC SELF-SUFFICIENCY THROUGH STARTING A SMALL BUSINESS OR SEEKING NEW OR BETTER PAYING JOBS. CIELO TARGETS LOW-INCOME AND UNDERSERVED INDIVIDUALS, HELPING TO REDUCE OPPORTUNITY INEQUALITY BY PROVIDING THEM WITH THE RESOURCES OR CONNECTIONS THEY WOULD NOT OTHERWISE HAVE, BUT ARE NEEDED TO SUCCESSFULLY LAUNCH A CAREER OR SMALL BUSINESS. EDUCATIONAL AND CAREER PATHWAY PROGRAMS CIELO'S ENTREPRENEURIAL SERVICES BECAME AN ON-SITE PARTNER AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING IN FY17. CIELO HAS WORKED ON ESTABLISHING TRAINING PROGRAMS AND OFFERING ONE-ON-ONE CONSULTING SERVICES TO HOAG CLIENTS. ADDITIONALLY, CIELO HAS PARTNERED WITH THE PUBLIC LAW CENTER TO PROVIDE BUSINESS LEGAL ASSISTANCE TO PARTICIPANTS. CAREER PATHWAY PROGRAM CIELOS CAREER PATHWAY PROGRAM CONSISTS OF PROVIDING CAREER AND EDUCATIONAL 1:1 COACHING WHERE CIELO MEETS THE PARTICIPANT AT THEIR CURRENT CAREER STAGE. PARTICIPANTS DISCUSS THEIR CHALLENGES ALONG THEIR CAREER JOURNEY AND CREATE A PLAN FOR HOW THEY CAN OPEN UP CAREER OPPORTUNITIES FOR THEMSELVES. CIELO ENCOURAGES CAREER PARTICIPANTS TO ALSO EMERGE THEMSELVES IN AN ENTREPRENEURIAL MINDSET TO TAKE CONTROL OF THEIR LIFE AND CAREER. SPECIFIC SERVICES THROUGH THIS PROGRAM INCLUDE: RESUME DEVELOPMENT, JOB SEARCHING, SKILL & STRENGTHS DEVELOPMENT, MOCK INTERVIEWING AND NETWORKING. IN FY17 CIELO HAS SERVED 186 PARTICIPANTS THROUGH WEEKLY WORKSHOPS, ONE-ON-ONE CONSULTING AND GROUP COLLABORATIONS (CO-LABS). OUTCOMES INCLUDE FOUR BUSINESSES LAUNCHED AND 55 CLIENTS IN THE PROCESS OF CAREER PATH AND ENTREPRENEURSHIP. THE CAMBODIAN FAMILY DURING FY2017, HCP PROVIDED 22 GROUP AND INDIVIDUAL HEALTH EDUCATION SESSIONS TO 42 PARTICIPANTS, 4 NUTRITION EDUCATION/HEALTHY COOKING DEMONSTRATION CLASSES TO 49 PARTICIPANTS, 129 DIFFERENT TYPES OF HEALTH SCREENING TO 62 PARTICIPANTS AT NO COST, AND SEVERAL HEALTH CARE ACCESSING SERVICES TO 11 PARTICIPANTS. THE SUPPORT FROM HOAG COMMUNITY BENEFITS PROGRAM HAS HELPED TO PROVIDE THE MOST NEEDED SERVICES THAT HELP OUR UNDERSERVED AND LIMITED ENGLISH PROFICIENT PARTICIPANTS INCREASE THEIR HEALTHY LIFESTYLE KNOWLEDGE AND BEHAVIORS AND REDUCE THE RISK FACTORS FOR CHRONIC DISEASES SUCH AS HEART DISEASE, STROKE, DIABETES, HYPERTENSION, AND DEPRESSION.
FORM 990, PART IV, LINES 11F AND 12B & PART XII, LINE 2BHOAG MEMORIAL HOSPITAL PRESBYTERIAN WAS INCLUDED IN CONSOLIDATED, INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR PROVIDENCE ST. JOSEPH HEALTH FOR THE PERIOD ENDED DECEMBER 31, 2017. AS SUCH, AUDITED FINANCIAL STATEMENTS WERE NOT PREPARED FOR THE TAX YEAR ENDED JUNE 30, 2017. THE REPORTING ORGANIZATION WILL CHANGE ITS TAX YEAR END TO DECEMBER 31 FOR 2017. FORM 990, PART VI, LINE 2 BUSINESS RELATIONSHIPS BOARD MEMBER GARY MCKITTERICK, OFFICER ROBERT BRAITHWAITE AND OFFICER ANDREW GUARNI 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. II. THE GEORGE HOAG FAMILY FOUNDATION ("GHF FOUNDATION") III. THE CONSTITUENT CHURCHES OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) (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 MEMBERS 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 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, SUBJECT TO FINAL APPROVAL BY REQUESITE VOTE OF THE CHN BOARD OF DIRECTORS. 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 RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE PRELIMINARY APPROVAL BY THE COVENANT HEALTH NETWORK, INC. BOARD AND FINAL APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF ADOPTION OR CHANGES TO STATEMENT OF COMMON VALUE, FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, AND SALE OR DISPOSITION OF REAL PROPERTY. A SUPERMAJORITY OF THE COVENANT HEALTH NETWORK, INC. BOARD IS REQUIRED TO APPROVE ANY MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF HOAG BOARD OF DIRECTORS, APPOINTMENT AND REMOVAL OF HOAG CEO, ADOPTION 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.
FORM 990, PART VI, LINE 11BPROCESS 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 THE FORM 990 PRIOR TO ISSUANCE. MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION, PREPARES AND REVIEWS THE FORM 990 WITH ASSISTANCE FROM EXTERNAL EXPERTS HIRED BY MANAGEMENT. THE AUDIT AND COMPLIANCE COMMITTEE IS PROVIDED WITH A DRAFT FORM 990 AND IS PROVIDED AMPLE TIME TO READ THE DOCUMENT AND DEVELOP QUESTIONS. THE AUDIT AND COMPLIANCE COMMITTEE THEN CONVENES PRIOR TO THE ISSUANCE OF THE FORM 990 TO REVIEW AND DISCUSS THE DRAFT FORM 990 WITH MANAGEMENT AND EXTERNAL EXPERTS HIRED BY MANAGEMENT. 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 12CMONITORING & 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 ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE REVIEWED BY THE CHAIR AND CEO AND MATTERS ARE DISCUSSED AT THE APPROPRIATE LEVEL AS APPLICABLE GIVEN THE SITUATION. INDIVIDUAL TRANSACTIONS THAT OCCUR BETWEEN THE ANNUAL QUESTIONNAIRES ARE REVIEWED BY THE CORPORATION'S LEGAL AND COMPLIANCE OFFICERS FOR POTENTIAL CONFLICTS OF INTEREST. 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 15APROCESS FOR DETERMINING COMPENSATION: THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION DURING TAX YEAR ENDING 6-30-17. ST. JOSEPH HEALTH SYSTEM'S EXECUTIVE COMPENSATION PROGRAM DESIGN AND ADMINISTRATION IS GOVERNED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND TO APPROVE PROGRAM CHANGES AS NECESSARY TO ENSURE ALIGNMENT WITH THE STATED PHILOSOPHY AND ENSURE CONTINUED COMPLIANCE WITH FEDERAL AND STATE REGULATIONS ON BEHALF OF THE SJHS BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS RETENTION OF KEY MANAGEMENT TALENT. THE EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS.
FORM 990, PART VI, LINE 15BPROCESS 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 37 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2016. 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 19PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC HOAG'S CODE OF CONDUCT IS POSTED ON ITS PUBLIC WEBSITE (HTTP://WWW.HOAG.ORG/DOCUMENTS/CODEOFCONDUCT0316_1.PDF). THE CODE OF CONDUCT PROVIDES READERS WITH AN UNDERSTANDABLE REVIEW OF THE CODE OF CONDUCT THAT MUST BE ADHERED TO BY ALL EMPLOYEES, DIRECTORS, AND VENDORS. THE CORPORATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE FORM 990.
FORM 990, PART XI, LINE 9CHANGES IN NET ASSETS OR FUND BALANCE EQUITY TRANSFER TO HERITAGE (59,345,509) UBI LOSS FROM PARTNERSHIPS/LLC'S 2,641,989 EXCLUDED SERVICES PER HERITAGE AFFILIATION 131,429 ============= TOTAL (56,572,091)
FORM 990 PART IX LINE 11GDESCRIPTION:PURCHASED SVCS/CONSULTING FEES TOTAL FEES:64171879
FORM 990 PART IX LINE 11GDESCRIPTION:HMO PURCHASED SERVICES TOTAL FEES:42603232
FORM 990 PART IX LINE 11GDESCRIPTION:HOSPITAL BASED PHYSICIAN FEES TOTAL FEES:28315749

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NEWPORT HEALTHCARE CENTER LLC
ONE HOAG DRIVE PO BOX 6100NEWPORT BEACHCA92663331127904MEDICAL BLDGCA$14,677,317$168,125,408HMHP
HOAG OUTPATIENT THERAPIES
ONE HOAG DRIVE PO BOX 6100NEWPORT BEACHCA92663471467227OUTPAT THERAPCA$1,555,071$3,531,712HMHP
HOAG NEUROBEHAVIORAL HEALTH LLC
ONE HOAG DRIVE PO BOX 6100NEWPORT BEACHCA92663473282694MEDICAL SVCSCA$3,154,237$7,027,934HMHP
IRVINE ENDOSCOPY PARTNERS LLC
ONE HOAG DRIVENEWPORT BEACHCA92663812267690MEDICAL SVCSCA$0$0HMHP
IRVINE SURGICAL PARTNERS LLC
ONE HOAG DRIVENEWPORT BEACHCA92663812776218MEDICAL SVCSCA$0$0HMHP

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (110 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
COVENANT HEALTH NETWORK INC
3345 MICHELSON DRIVE STE 100IRVINECA92612461259908HEALTHCARECA501(C)(3)12,IIISJHSYes (true)
COVENANT ACO
3615 19TH STREETLUBBOCKTX79410611573313HEALTHCARETX501(C)(3)12,ICHSYes (true)
COVENANT HEALTH SYSTEM
3615 19TH STREETLUBBOCKTX79410752765566HEALTHCARETX501(C)(3)3SJHSYes (true)
COVENANT HEALTH SYSTEM FOUNDATION
3623 22ND PLACELUBBOCKTX79410752897026HEALTHCARETX501(C)(3)7CHSYes (true)
COVENANT MEDICAL GROUP
3420 22ND PLACELUBBOCKTX79410752743883HEALTHCARETX501(C)(3)3CHSYes (true)
COVENANT HEALTH PARTNERS
3615 19TH STREETLUBBOCKTX79410463516417HEALTHCARETX501(C)(3)12,ICHSYes (true)
HMTS INC
1 HOAG DRIVENEWPORT BEACHCA92658453583707HEALTHCARECA501(C)(3)12,IHMHPYes (true)
HOAG CHARITY SPORTS
330 PLACENTIA AVENEWPORT BEACHCA92663452982422SUPPORTCA501(C)(3)7HHFYes (true)
HOAG HOSPITAL FOUNDATION
330 PLACENTIA AVENEWPORT BEACHCA92663953222343FUNDRAISINGCA501(C)(3)7HMHPYes (true)
HOSPICE OF LUBBOCK
3702 21ST STREETLUBBOCKTX79410752133781HEALTHCARETX501(C)(3)10CHSYes (true)
LUBBOCK METHODIST HOSPITAL FOUNDATION
3615 19TH STREETLUBBOCKTX79410752220963HEALTHCARETX501(C)(3)7CHSYes (true)
METHODIST CHILDREN'S HOSPITAL
3610 21ST STREETLUBBOCKTX79410752428911HEALTHCARETX501(C)(3)3CHSYes (true)
METHODIST HOSPITAL LEVELLAND
1900 COLLEGE AVENUELEVELLANDTX79336752246348HEALTHCARETX501(C)(3)3CHSYes (true)
METHODIST HOSPITAL PLAINVIEW
2601 DIMMITT ROADPLAINVIEWTX79072752426010HEALTHCARETX501(C)(3)3CHSYes (true)
MISSION HOSPITAL REGIONAL MEDICAL CTR
27700 MEDICAL CENTER ROADMISSION VIEJOCA92691951643360HEALTHCARECA501(C)(3)3CHNYes (true)
QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREETNAPACA94558941243669HEALTHCARECA501(C)(3)3SJHSYes (true)
REDWOOD MEMORIAL FOUNDATION
3300 RENNER DRIVEFORTUNACA95540942779313HEALTHCARECA501(C)(3)7RMHYes (true)
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DRIVEFORTUNACA95540941384665HEALTHCARECA501(C)(3)3SJHSYes (true)
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DRIVESANTA ROSACA95405941231005HEALTHCARECA501(C)(3)3SJHSYes (true)
SRM ALLIANCE HOSPITAL SERVICES (PVH)
400 NORTH MCDOWELL BLVDPETALUMACA94954680395200HEALTHCARECA501(C)(3)3SRMHYes (true)
ST JOSEPH HEALTH SYSTEM
3345 MICHELSON DRIVEIRVINECA92612953589356HEALTHCARECA501(C)(3)12,IPSJHfalse
ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DRIVE STE 100IRVINECA92612330143024HEALTHCARECA501(C)(3)7SJHSYes (true)
ST JOSEPH HOME CARE NETWORK
1111 SONOMA STE 308SANTA ROSACA95405680331084HEALTHCARECA501(C)(3)10SJHSYes (true)
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREETEUREKACA95501941156596HEALTHCARECA501(C)(3)3SJHSYes (true)
ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVEORANGECA92868951643359HEALTHCARECA501(C)(3)3CHNYes (true)
ST JOSEPH HERITAGE HEALTHCARE
200 WEST CENTER ST PROMENADEANAHEIMCA92805330185031HEALTHCARECA501(C)(3)3SJHSYes (true)
ST JUDE HOSPITAL INC
101 EAST VALENCIA MESA DRIVEFULLERTONCA92635951643324HEALTHCARECA501(C)(3)3CHNYes (true)
ST MARY MEDICAL CENTER
18300 HIGHWAY 18APPLE VALLEYCA92307951914489HEALTHCARECA501(C)(3)3CHNYes (true)
ST MARY OF THE PLAINS HOSPITAL FDN
4000 24TH STREETLUBBOCKTX79410751653181HEALTHCARETX501(C)(3)7CHSYes (true)
ST JOSEPH HEALTH NOR CAL LLC
3345 MICHELSON DRIVE STE 100IRVINECA92612814791043HEALTHCARECA501(C)(3)3SJHSYes (true)
SISTERS OF ST JOSEPH OF ORANGE
480 S BATAVIAORANGECA92868951643383RELIGIOUS ORGCA501(C)(3)1NAfalse
ST JOSEPH HEALTH MINISTRY
3345 MICHELSON DRIVE STE 100IRVINECA92612271666576RELIGIOUS ORGCA501(C)(3)1SSJOfalse
E WA & MT UNEMPLOYMENT COMP INSR TRUST
1801 LIND AVENUE SW 9016RENTONWA980579016911082119UNEMPLOYMENTWA501(C)(3)12,IPHS WAYes (true)
EVERETT TRANSITIONAL CARE SERVICES
PO BOX 5128EVERETTWA982065128943264605TRANS. CAREWA501(C)(3)10NAfalse
FACEY MEDICAL FOUNDATION
15451 SAN FERNANDO MISSION BLVD 2MISSION HILLSCA91345954322584SUPPORTCA501(C)(3)7PHS SOCALYes (true)
GAMELIN WASHINGTON ASSOCIATION
1423 FIRST AVENUESEATTLEWA98101201910170SUPPORTWA501(C)(3)7PHS WAYes (true)
GLOBAL TO LOCAL HEALTH INITIATIVE
2800 SOUTH 192ND ST 104SEATACWA98188273133200HEALTHCAREWA501(C)(3)7SHSYes (true)
INLAND NORTHWEST HEALTH SERVICES
601 W 1ST AVENUESPOKANEWA99201911307555HEALTHCAREWA501(C)(3)3PHS WAYes (true)
INSTITUTE FOR MENTAL HEALTH & WELLNESS
1801 LIND AVENUE SW 9016RENTONWA98057814260130HEALTHCAREWA501(C)(3)7PHS SJHSYes (true)
INSTITUTE FOR SYSTEMS BIOLOGY
401 TERRY AVE NSEATTLEWA98109912003593HEALTHCAREWA501(C)(3)7WHCYes (true)
JOHN WAYNE CANCER INSTITUTE
2200 SANTA MONICA BLVDSANTA MONICACA90404954291515HEALTHCARECA501(C)(3)4PSJHCYes (true)
KADLEC AUXILIARY INC
888 SWIFT BLVDRICHLANDWA99352916033089SUPPORTWA501(C)(3)12,IIIKRMCYes (true)
KADLEC FOUNDATION
888 SWIFT BLVDRICHLANDWA99352237005501SUPPORTWA501(C)(3)12,IKRMCYes (true)
KADLEC NEUROLOGICAL RESOURCE CENTER
1268 LEE BLVDRICHLANDWA99352911266345HEALTHCAREWA501(C)(3)10WHCYes (true)
KADLEC REGIONAL MEDICAL CENTER
888 SWIFT BLVDRICHLANDWA99352910655392HEALTHCAREWA501(C)(3)3WHCYes (true)
LITTLE COMPANY OF MARY ANCILLARY SVCS CO
4101 TORRANCE BLVDTORRANCECA90503330844408IMAGING SVCSCA501(C)(3)10PHS SOCALYes (true)
LUNDBERG ASSOCIATIONPROVIDENCE HOUSE
5921 E BURNSIDEPORTLANDOR97215911562797SUPPORTOR501(C)(3)7PHS ORYes (true)
MARSHA RIVKIN CENTER FOR OVARIAN CANCER
747 BROADWAYSEATTLEWA98122912054035RESEARCHWA501(C)(3)7SHSYes (true)
PACMED CLINICS
1200 12TH AVENUE SSEATTLEWA98144562290878HEALTHCAREWA501(C)(3)10WHCYes (true)
PH&S FOUNDATIONSFVSA & SCVSA
501 S BUENA VISTA STREETBURBANKCA91505953544877HEALTHCARECA501(C)(3)7PHS SOCALYes (true)
PROVIDENCE ALASKA FOUNDATION
3300 PROVIDENCE DR TOWER 2ANCHORAGEAK99508920093565HEALTHCAREAK501(C)(3)12,IPHS WAYes (true)
PROVIDENCE BENEDICTINE NURSING CTR FNDN
540 SOUTH MAIN STREETMT ANGELOR973629532911940286HEALTHCAREOR501(C)(3)7PHS ORYes (true)
PROVIDENCE BLANCHET ASSOCIATION
1700 PROVIDENCE PLCENTRALIAWA98531911789266SUPPORTWA501(C)(3)7PHS WAYes (true)
PROVIDENCE CHILD CENTER FOUNDATION
830 NE 47THPORTLANDOR97213930800140SUPPORTOR501(C)(3)7PHS ORYes (true)
PROVIDENCE COMMUNITY HEALTH FOUNDATION
1111 CRATER LAKE AVEMEDFORDOR97504930692907HEALTHCAREOR501(C)(3)7PHS ORYes (true)
PROVIDENCE DETHMAN HOUSE
1205 MONTELLO AVEHOOD RIVEROR97031473385506SUPPORTWA501(C)(3)7NAfalse
PROVIDENCE FOUNDATION
1801 LIND AVENUE SW 9016RENTONWA980579016943078543HEALTHCAREWA501(C)(3)12,IPHS WAYes (true)
PROVIDENCE GAMELIN HOUSE ASSOCIATION
4515 MLK JR WAY S STE 200SEATTLEWA98108311744654SUPPORTWA501(C)(3)7PHS WAYes (true)
PROVIDENCE HEALTH & SERVICES
1801 LIND AVENUE SW 9016RENTONWA980579016911549796HEALTHCAREWA501(C)(3)12,IIPSJHfalse
PROVIDENCE HEALTH & SERVICES - MONTANA
500 W BROADWAY PO BOX 4587MISSOULAMT598064587810231793HEALTHCAREMT501(C)(3)3PHS WAYes (true)
PROVIDENCE HEALTH & SERVICES - OREGON
1801 LIND AVENUE SW 9016RENTONWA980579016510216587HEALTHCAREOR501(C)(3)3PHSYes (true)
PROVIDENCE HEALTH & SERVICES - WA
1801 LIND AVENUE SW 9016RENTONWA980579016510216586HEALTHCAREWA501(C)(3)3PHSYes (true)
PROVIDENCE HEALTH & SERVICES - WEST WA
1801 LIND AVENUE SW 9016RENTONWA980579016911303277HEALTHCAREWA501(C)(3)3PMWHCYes (true)
PROVIDENCE HEALTH ASSURANCE
4400 NE HALSEY BLDG 2PORTLANDOR97213550828701MEDICAIDOR501(C)(4)N/APHPYes (true)
PROVIDENCE HEALTH CARE FNDN - E WA
101 W 8TH AVENUESPOKANEWA99204320014330HEALTHCAREWA501(C)(3)7PHS WAYes (true)
PROVIDENCE HEALTH CARE FNDN (CENTRALIA)
914 S SCHEUBER ROADCENTRALIAWA98531911433382HEALTHCAREWA501(C)(3)7PHS WAYes (true)
PROVIDENCE HEALTH PLAN
4400 NE HALSEY BLDG 2PORTLANDOR97213930863097HEALTHCAREOR501(C)(4)N/APPPYes (true)
PROVIDENCE HEALTH SYSTEM - SO CAL
1801 LIND AVENUE SW 9016RENTONWA980579016510216589HEALTHCARECA501(C)(3)3PHSYes (true)
PROVIDENCE HOOD RIVER MEM HOSP FDN
811 13TH STHOOD RIVEROR97031930921990HEALTHCAREOR501(C)(3)7PHS ORYes (true)
PROVIDENCE HOSPICE AND HOME CARE FNDN
2731 WETMORE AVENUE STE 500EVERETTWA98201272552749HEALTHCAREWA501(C)(3)7PHS WAYes (true)
PROVIDENCE HOSPICE OF SEATTLE FOUNDATION
425 PONTIUS AVENUE NORTH 300SEATTLEWA980195452912077378HEALTHCAREWA501(C)(3)12,IPHS WAYes (true)
PROVIDENCE LITTLE COMPANY OF MARY FNDN
4101 TORRANCE BLVDTORRANCECA90503510224944HEALTHCARECA501(C)(3)7PHS SOCALYes (true)
PROVIDENCE MARIANWOOD FOUNDATION
3725 PROVIDENCE POINT DRIVE SEISSAQUAHWA980297219931554288HEALTHCAREWA501(C)(3)12,IPHS WAYes (true)
PROVIDENCE MEDICAL INSTITUTE
4101 TORRANCE BLVDTORRANCECA90503330283773HEALTHCARECA501(C)(3)12,IPHS SOCALYes (true)
PROVIDENCE MILWAUKIE FOUNDATION
10150 SE 32NDMILWAUKIEOR97222943079515HEALTHCAREOR501(C)(3)7PHS ORYes (true)
PROVIDENCE MOUNT ST VINCENT FOUNDATION
4831 35TH AVENUE SWSEATTLEWA981262799911188119HEALTHCAREWA501(C)(3)7PHS WAYes (true)
PROVIDENCE NEWBERG HEALTH FOUNDATION
1001 PROVIDENCE DRIVENEWBERGOR97132930889144HEALTHCAREOR501(C)(3)7PHS ORYes (true)
PROVIDENCE PETER CLAVER ASSOCIATION
7101 38TH AVENUE SOUTHSEATTLEWA98118311629656SUPPORTWA501(C)(3)7PHS WAYes (true)
PROVIDENCE PLAN PARTNERS
4400 NE HALSEY BLDG 2PORTLANDOR97213911861964HEALTHCAREWA501(C)(4)N/APHS ORYes (true)
PROVIDENCE PORTLAND MEDICAL FOUNDATION
4805 NE GLISAN STREETPORTLANDOR972132967931231494HEALTHCAREOR501(C)(3)7PHS ORYes (true)
PROVIDENCE ROSSI ASSOCIATION
1700 PROVIDENCE PLACECENTRALIAWA98531311584166SUPPORTWA501(C)(3)10PHS WAYes (true)
PROVIDENCE SAINT JOHN'S HEALTH CENTER
2121 SANTA MONICA BLVDSANTA MONICACA90404951684082HEALTHCARECA501(C)(3)3PHS SOCALYes (true)
PROVIDENCE SAINT JOHN'S MEDICAL FNDN
20555 EARL STTORRANCECA90503814542216HEALTHCARECA501(C)(3)PendingPHS SOCALYes (true)
PROVIDENCE SEASIDE HOSPITAL FOUNDATION
725 S WAHANNA RDSEASIDEOR97138930927320HEALTHCAREOR501(C)(3)7PHS ORYes (true)
PROVIDENCE ST ELIZABETH HOUSE ASSOC
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PROVIDENCE ST FRANCIS ASSOCIATION
3415 12TH AVENUE NEOLYMPIAWA98506943244854SUPPORTWA501(C)(3)7PHS WAYes (true)
PROVIDENCE ST JOSEPH HEALTH
1801 LIND AVENUE SW 9016RENTONWA98057811244422HEALTHCAREWA501(C)(3)12,IIINAfalse
PROVIDENCE ST JOSEPH MEDICAL CENTER
PO BOX 1010POLSONMT598601010810463482HEALTHCAREMT501(C)(3)3PHS WAYes (true)
PROVIDENCE ST MARY FOUNDATION
401 W POPLAR STREETWALLA WALLAWA99362452841492HEALTHCAREWA501(C)(3)7PHS WAYes (true)
PROVIDENCE ST PETER FOUNDATION
413 LILLY ROAD NEOLYMPIAWA985065166911097056SUPPORTWA501(C)(3)7PHS WAYes (true)
PROVIDENCE ST VINCENT MEDICAL FNDN
9205 SW BARNES ROADPORTLANDOR97225930575982HEALTHCAREOR501(C)(3)7PHS ORYes (true)
PROVIDENCE TRINITYCARE HOSPICE
5315 TORRANCE BLVD STE B1TORRANCECA90503953264139HEALTHCARECA501(C)(3)10PHS SOCALYes (true)
PROVIDENCE TRINITYCARE HOSPICE FNDN
5315 TORRANCE BLVD STE B1TORRANCECA90503330261016HEALTHCARECA501(C)(3)7PTCHYes (true)
PROVIDENCE WILLAMETTE FALLS MEDICAL FNDN
1500 DIVISION STREETOREGON CITYOR97045931003750HEALTHCAREOR501(C)(3)12, IPHS ORYes (true)
SAINT JOHN'S HOSPITALHEALTH CENTER FNDN
2121 SANTA MONICA BLVDSANTA MONICACA90404956100079SUPPORTCA501(C)(3)7PSJHCYes (true)
SEATTLE SCIENCE FOUNDATION
550 17TH AVENUESEATTLEWA98122611502822PHYSN COLLABWA501(C)(3)7WHCYes (true)
SISTERS OF PROVIDENCE OF MONTANA CORP
1801 LIND AVENUE SW 9016RENTONWA980579016262612415SHELL CORPMT501(C)(3)1PHS WA
ST LUKE ASSOCIATION
350 WASHINGTON AVE SECHEHALISWA98352943176618SUPPORTWA501(C)(3)7PHS WAYes (true)
ST PATRICK HOSPITAL FOUNDATION
500 WEST BROADWAY PO BOX 4587MISSOULAMT598064587237056976HEALTHCAREMT501(C)(3)7PHS WAYes (true)
ST THOMAS CHILD AND FAMILY CENTER
1710 BENEFIS COURTGREAT FALLSMT59405810233495EDUCATIONMT501(C)(3)10PHS WAYes (true)
SWEDISH EDMONDS
21601 76TH AVENUEEDMONDSWA98026272305304HEALTHCAREWA501(C)(3)3WHCYes (true)
SWEDISH HEALTH SERVICES
747 BROADWAYSEATTLEWA98122910433740HEALTHCAREWA501(C)(3)3WHCYes (true)
SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAYSEATTLEWA98122910983214HEALTHCAREWA501(C)(3)7SHSYes (true)
SWEDISH MJM HOLDINGS
747 BROADWAYSEATTLEWA98122273139262HOLDING COWA501(C)(3)12,ISHSYes (true)
THE GAMELIN ASSOCIATION
312 NORTH FOURTH STREETYAKIMAWA98901911180824SUPPORTWA501(C)(3)7PHS WAYes (true)
THE GAMELIN CALIFORNIA ASSOCIATION
540 23RD STREETOAKLANDCA94612911293869SUPPORTCA501(C)(3)10PHS SOCALYes (true)
THE GAMELIN OREGON ASSOCIATION
5520 NE GLISANPORTLANDOR97213911214491SUPPORTOR501(C)(3)10PHS ORYes (true)
UNIVERSITY OF GREAT FALLS
1301 20TH STREET SOUTHGREAT FALLSMT59405810231777EDUCATIONMT501(C)(3)2PHSYes (true)
WESTERN HEALTHCONNECT
747 BROADWAYSEATTLEWA98122454171900SHELL CORPWA501(C)(3)12,IIPHS W WAYes (true)
PROVIDENCE MINISTRIES
1801 LIND AVENUE SW 9016RENTONWA980579016RELIGIOUS ORGWA501(C)(3)1NAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (58 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
ADVANCED SURGERY INSTITUTE LLC
1739 4TH STREETSANTA ROSACA95404262299255HEALTHCARECANAN/A
COVENANT LONG-TERM CARE LP
4000 24TH STREETLUBBOCKTX79410205033419HEALTHCARETXNAN/A
HERITAGE INVESTMENT GROUP I LLC
500 S MAIN STREET STE 1000ORANGECA92868271000061INVESTMENTSCANAN/A
HOAG ORTHOPEDIC INSTITUTE
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METHODIST DIAGNOSTIC IMAGING
4005 24TH STREETLUBBOVKTX79410752343261HEALTHCARETXNAN/A
NEWPORT IMAGING CENTER
360 SN MIGUELNEWPORT BEACHCA92660330191776HEALTHCARECAHMHPRELATED-$1,087,168$2,621,620false$0Yes (true)0.99877
SHA LLC
12940 NORTH HIGHWAY 183AUSTINTX78750752569094HEALTHCARETXNAN/A
ST JOSEPH PHYSICIAN VENTURES I LLC
1100 WEST STEWART DRIVEORANGECA92868454521884REAL ESTATECANAN/A
NORTH BAY ENDOSCOPY CENTER
1383 N MCDOWELL BLVD SUITE 110PETALUMACA94954611559876HEALTHCARECANAN/A
SOUTHERN CALIFORNIA SURGERY CENTER LLC
18321 VENTURA BLVD STE 740TARZANACA91356330939000HEALTHCARECANAN/A
COASTAL ASC HOLDINGS LLC
ONE HOAG DRIVE BOX 6100NEWPORT BEACHCA92664810986844HEALTHCARECAHMHPRELATED$502,163$29,161,506falseYes (true)0.87830
ST JOSEPHSATELLITE DIALYSIS CENTERS
300 SANTANA ROW SUITE 300SAN JOSECA95128814657391HEALTHCARECANAN/A
ALPHA MEDICAL LABORATORY LLC
611 N PERRYSPOKANEWA99202912017347OUTPATIENT LABIDNAN/A
BROADWAY IMAGING LLC
500 W BROADWAYMISSOULAMT59802522405971MEDICAL IMAGINGMTNAN/A
CALIFORNIA LABORATORY ASSOCIATES LLC
501 BUENA VISTABURBANKCA91505273888692OUTPATIENT LABCANAN/A
CENTER FOR SPECIALTY SURGERY LLC
11782 SW BARNES RDPORTLANDOR97225263638838AMBULATORY SURGORNAN/A
CLACKAMAS RADIATION ONCOLOGY CENTER LLC
4400 NE HALSEY ST BLDG II 495PORTLANDOR97213260381897RADIATION ONCOLORNAN/A
CTR FOR MED IMAGING-BRIDGEPORT LLC
4400 NE HALSEY 495PORTLANDOR97213260796953IMAGING DIAG.ORNAN/A
CTR FOR MED IMAGING-TANASBOURNE LLC
4400 NE HALSEY 495PORTLANDOR97213200477972IMAGING DIAG.ORNAN/A
GREATER VALLEY MEDICAL BUILDING LP
501 S BUENA VISTA STBURBANKCA91505954570858REAL ESTATE - MOBCANAN/A
MINOR & JAMES MEDICAL PLLC
515 MINOR AVENUE 200SEATTLEWA98104911340223PHYSICIAN CLINICWANAN/A
MOUNTAINSTAR CLINICAL LABORATORIES LLC
611 N PERRYSPOKANEWA99202261345983OUTPATIENT LABMTNAN/A
OREGON ADVANCED IMAGING LLC
881 OHARE PARKWAYMEDFORDOR97504450471748MEDICAL IMAGINGORNAN/A
OREGON OUTPATIENT SURGERY CENTER
7300 SW CHILDS RDTIGARDOR97224223883387AMBULATORY SURGORNAN/A
PACLAB LLC
611 N PERRY SPOKANESPOKANEWA99202911743952OUTPATIENT LABWANAN/A
PATHOLOGY ASSOCIATES MEDICAL LABORATORIE
611 N PERRY SPOKANESPOKANEWA99202270943279OUTPATIENT LABWANAN/A
PETCT IMAGING AT SWEDISH CANCER INSTITU
1221 MADISON STREETSEATTLEWA98104203132044MEDICAL IMAGINGWANAN/A
PORTLAND MEDICAL IMAGING LLC
4400 NE HALSEYPORTLANDOR97213201054971IMAGING DIAG.ORNAN/A
PROV RADIATION ONCOLOGY DEVELOP ASSN
4400 NE HALSEYPORTLANDOR97213260682491REAL ESTATE - MOBORNAN/A
PROVIDENCE IMAGING CENTER
3340 PROVIDENCE DRIVEANCHORAGEAK99508920118807MEDICAL IMAGINGAKNAN/A
PROVIDENCE PARTNERS FOR HEALTH LLC
501 S BUENA VISTA STBURBANKCA91505454041798CLIN QUALITY/INTCANAN/A
PROVIDENCE SURGERY CENTER LLC
902 N ORANGE STMISSOULAMT59802841401625AMBULATORY SURGMTNAN/A
PROVIDENCESILVERTON REHAB LLC
4400 NE HALSEY 425PORTLANDOR97213481287267REHAB SERVICESORNAN/A
PROVIDENCEUSP SANTA CLARITA GP LLC
11550 INDIAN HILLS ROADMISSION HILLSCA91345202829660AMBULATORY SURGCANAN/A
PROVIDENCEUSP SURGERY CTRS LLC
11550 INDIAN HILLS ROADMISSION HILLSCA91345200905938AMBULATORY SURGCANAN/A
SOUTHERN IDAHO REGIONAL LABORATORY LLC
611 N PERRY SPOKANESPOKANEWA99202820511819OUTPATIENT LABIDNAN/A
THE MADISON SPOKANE INN LLC
15 WEST ROCKWOOD BLVDSPOKANEWA99204841606484HOTEL SERVICESWANAN/A
TRI-CITIES LABORATORY LLC
611 N PERRYSPOKANEWA99202911773986OUTPATIENT LABWANAN/A
HCSA PROPERTIES LLC
1600 M STREET NWAUBURNWA98001460620892REAL ESTATE RENTWANAN/A
PHS Investment Trust Hedge Fund Portfoli
1801 Lind Avenue SW No 9016RentonWA98057472293255INVESTMENTSWANAN/A
PHS Investment Trust Bank Loans Portfoli
1801 Lind Avenue SW No 9016RentonWA98057472357735INVESTMENTSWANAN/A
PHS Investment Transition Portfolio
1801 Lind Avenue SW No 9016RentonWA98057472279711INVESTMENTSWANAN/A
PHS Investment Trust Risk Parity Portfol
1801 Lind Avenue SW No 9016RentonWA98057472336377INVESTMENTSWANAN/A
PHS Investment Trust Long Treasuries Por
1801 Lind Avenue SW No 9016RentonWA98057472385238INVESTMENTSWANAN/A
PHS Investment Trust MLP Portfolio
1801 Lind Avenue SW No 9016RentonWA98057472367538INVESTMENTSWANAN/A
PHS Investment Trust Relative Value Port
1801 Lind Avenue SW No 9016RentonWA98057472314743INVESTMENTSWANAN/A
PHS Investment Trust TIPS Portfolio
1801 Lind Avenue SW No 9016RentonWA98057472402609INVESTMENTSWANAN/A
PHS Investment Trust Public Equity Portf
1801 Lind Avenue SW No 9016RentonWA98057472283974INVESTMENTSWANAN/A
PHS Investment Trust LDI Portfolio
1801 Lind Avenue SW No 9016RentonWA98057472392060INVESTMENTSWANAN/A
PHS Investment Trust Public Debt Portfol
1801 Lind Avenue SW No 9016RentonWA98057472353569INVESTMENTSWANAN/A
PHS Investment Trust Tactical Trading Po
1801 Lind Avenue SW No 9016RentonWA98057472327491INVESTMENTSWANAN/A
PHS Investment Trust Commodities Portfol
1801 Lind Avenue SW No 9016RentonWA98057472269004INVESTMENTSWANAN/A
PHS Investment Trust 2015 Private Assets
1801 Lind Avenue SW No 9016RentonWA98057473393740INVESTMENTSWANAN/A
PHS Investment Trust Short Term Investme
1801 Lind Avenue SW No 9016RentonWA98057812701056INVESTMENTSWANAN/A
PHS Investment Trust 2016 Private Assets
1801 Lind Avenue SW No 9016RentonWA98057811532735INVESTMENTSWANAN/A
PHS Investment Trust 2016 Private Real E
1801 Lind Avenue SW No 9016RentonWA98057812960145INVESTMENTSWANAN/A
LSC REAL PROPERTY LLC
2301 QUAKER AVENUELUBBOCKTX79410474646059REAL ESTATETXNAN/A
CALIFORNIA SPECIALTY SURGERY CENTER LP
26371 CROWN VALLEY PARKWAYMISSION VIEJOCA92691330939003HEALTHCARECANAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
AMERICAN UNITY GROUP LTD
90 PITTS BAY ROADPEMBROKEBDHM08CAPTIVE INSURANCEBDNAC-CORP
COASTAL MANAGEMENT SERVICES ORGANIZATION
HEALTHCAREHMHPC-CORP1 HOAG DRIVE BOX 6100NEWPORT BEACHCA92658330676831CA$0$01.00000Yes (true)
DATU HEALTH INC AND SUBSIDIARIES
IT SVCSNAC-CORP16150 MAIN CIRCLE DR SUITE 250CHESTERFIELDMO63017463070062DE
HOAG MANAGEMENT SERVICES INC
HEALTHCAREHMHPC-CORP1 HOAG DRIVE BOX 6100NEWPORT BEACHCA92658330731587CA$0$01.00000Yes (true)
LUBBOCK METHODIST HOSP PRACTICE MGMT
INACTIVENAC-CORP2107 OXFORD STREET STE 300LUBBOCKTX79410752578995TX
LUBBOCK METHODIST HOSPITAL SVCS
HEALTHCARENAC-CORPPO BOX 1201LUBBOCKTX79410752118585TX
MISSION VIEJO MEDICAL VENTURES
HEALTHCARENAC-CORP27800 MEDICAL CENTER RDMISSION VIEJOCA92691330212905CA
ST JOSEPH HEALTH
HOLDING COMPANYNAC-CORP3345 MICHELSON DRIVE SUITE 100IRVINECA92612462340232CA
ST JOSEPH HEALTH SOURCE INC
HEALTHCARENAC-CORP3345 MICHELSON DRIVE SUITE 100IRVINECA92612461900168CA
ST JOSEPH PROF SVCS ENTERPRSES INC
HEALTHCARENAC-CORP3345 MICHELSON DRIVE SUITE 100IRVINECA92612330155323CA
OPHIE HEALTHCARE SERVICES INC
HEALTHCARENAC-CORP3345 MICHELSON DRIVE SUITE 100IRVINECA92612271002825CA
PROVIDENCE HEALTH VENTURES INC
INVESTMENTNAC-CORP4101 TORRANCE BLVDTORRANCECA90503330122216CA
CARON HEALTH CORPORATION
MED PHYS SVCSNAC-CORP510 W FRONT STMISSOULAMT59802810486082MT
PROVIDENCE HEALTH CARE VENTURES INC
CLIN/MED LABNAC-CORP101 W 8TH AVE TAF C-9SPOKANEWA99204900155714WA
PROVIDENCE PHYSICIAN SERVICES CO
CLIN/MED LABNAC-CORP101 W 8TH AVE TAF C-9SPOKANEWA99204911216033WA
YAKIMA MEDICAL ARTS INC
RENT REAL ESTATENAC-CORP611 N PERRY 100SPOKANEWA99202910787963WA
BOURGET HEALTH SERVICES INC
CLIN/MED LABNAC-CORPPO BOX 2687SPOKANEWA99220911354431WA
1221 MADISON STREET OWNERS ASSOC
OWNERS' ASSOC.NAC-CORP747 BROADWAYSEATTLEWA98122201954319WA
WESTERN HEALTHCONNECT VENTURES INC
INVESTMENTSNAC-CORP1801 LIND AVE SW 9016RENTONWA98057800953654WA
PHN HOLDINGS
STRAT PLAN SVCSNAC-CORP20555 EARL STREETTORRANCECA90503461814184CA
PROVIDENCE HEALTH NETWORK
PREPAID HEALTHNAC-CORP20555 EARL STREETTORRANCECA90503800886966CA
PIONEER INNOVATIONS INC
HEALTH INNOVATNSNAC-CORP800 5TH AVE 10TH FLOORSEATTLEWA98104364818191WA
VINSERRA INC
INVESTMENTSNAC-CORP1328 22ND STREETSANTA MONICACA90403953943315CA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HOAG ORTHOPEDIC INSTITUTE
L$20,725,157ACCRUAL
HOAG HOSPITAL FOUNDATION
C$19,034,510ACRRUAL
HOAG HOSPITAL FOUNDATION
A$525,562ACCRUAL
COASTAL MANAGEMENT SERVICE ORGANIZATION
L$94,365ACCRUAL
HOAG HOSPITAL FOUNDATION
L$90,000ACCRUAL
NEWPORT IMAGING CENTER
L$50,163ACCRUAL
ST JOSEPH HERITAGE HEALTHCARE
L$22,035,500ACCRUAL
ST JOSEPH HERITAGE HEALTHCARE
J$4,311,658ACCRUAL
ST JOSEPH HERITAGE HEALTHCARE
B$14,405,063ACCRUAL

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART IIIFormAndLineReferenceDesc
ExplanationIDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP ADVANCED SURGERY INSTITUTE, LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 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, BOX 6100, NEWPORT BEACH, CA 92658 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183, AUSTIN, TX 78750 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD, STE 110, PETALUMA, CA 94954 SOUTHERN CALIFORNIA SURGERY CENTER, LLC EIN: 33-0939000 ADDRESS: 18321 VENTURA BLVD, STE 740, TARZANA, CA 91356 COASTAL ASC HOLDINGS LLC EIN: 81-0986844 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92664 ST. JOSEPH/SATELLITE DIALYSIS CENTERS, LLC EIN: 81-4657391 ADDRESS: 300 SANTANA ROW, STE 300, SAN JOSE, CA 95128 ALPHA MEDICAL LABORATORY, LLC EIN: 91-2017347 ADDRESS: 611 N. PERRY, SPOKANE, WA 99202 BROADWAY IMAGING, LLC EIN: 52-2405971 ADDRESS: 500 W. BROADWAY, MISSOULA, MT 59802 CALIFORNIA LABORATORY ASSOCIATES, LLC EIN: 27-3888692 ADDRESS: 501 BUENA VISTA, BURBANK, CA 91505 CENTER FOR SPECIALTY SURGERY, LLC EIN: 26-3638838 ADDRESS: 11782 SW BARNES ROAD, PORTLAND, OR 97225 CLACKAMAS RADIATION ONCOLOGY CENTER, LLC EIN: 26-0381897 ADDRESS: 4400 NE HALSEY ST., BLDG. II #495, PORTLAND, OR 97213 CENTER FOR MEDICAL IMAGING-BRIDGEPORT, LLC EIN: 26-0796953 ADDRESS: 4400 NE HALSEY #495, PORTLAND, OR 97213 CENTER FOR MEDICAL IMAGING-TANASBOURNE, LLC EIN: 20-0477972 ADDRESS: 4400 NE HALSEY #495, PORTLAND, OR 97213 GREATER VALLEY MEDICAL BUILDING, LP EIN: 95-4570858 ADDRESS: 501 S. BUENA VISTA STREET, BURBANK, CA 91505 MINOR & JAMES MEDICAL, PLLC EIN: 91-1340223 ADDRESS: 515 MINOR AVENUE #200, SEATTLE, WA 98104 MOUNTAINSTAR CLINICAL LABORATORIES, LLC EIN: 26-1345983 ADDRESS: 611 N. PERRY, SPOKANE, WA 99202 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 PACLAB, LLC EIN: 91-1743952 ADDRESS: 611 N. PERRY, SPOKANE, WA 99202 PATHOLOGY ASSOCIATES MEDICAL LABORATORIES, LLC EIN: 27-0943279 ADDRESS: 611 N. PERRY, SPOKANE, WA 99202 PET/CT IMAGING AT SWEDISH CANCER INSTITUTE, LLC EIN: 20-3132044 ADDRESS: 1221 MADISON STREET, SEATTLE, WA 98104 PORTLAND MEDICAL IMAGING, LLC EIN: 20-1054971 ADDRESS: 4400 NE HALSEY #495, PORTLAND, OR 97213 PROVIDENCE RADIATION ONCOLOGY DEVELOPMENT ASSOCIATION, LLC EIN: 26-0682491 ADDRESS: 4400 NE HALSEY #495, PORTLAND, OR 97213 PROVIDENCE IMAGING CENTER EIN: 92-0118807 ADDRESS: 3340 PROVIDENCE DRIVE, ANCHORAGE, AK 99508 PROVIDENCE PARTNERS FOR HEALTH, LLC EIN: 45-4041798 ADDRESS: 501 S. BUENA VISTA STREET, BURBANK, CA 91505 PROVIDENCE SURGERY CENTER, LLC EIN: 84-1401625 ADDRESS: 902 N. 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