2018-05-14T20:30:06-05:00 2017-06-30 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE SUITE 1700 IRVINE CA 92612 990 2016-07-01 951643327 HOAG MEMORIAL HOSPITAL PRESBYTERIAN % ANDREW GUARNI HOAG 9497644624 ONE HOAG DRIVE BOX 6100 NEWPORT BEACH CA 926586100 ANDREW GUARNI SVP & CFO 9497644624 2018-05-14 true KARA ADAMS P00023315 9497942300 2016 2022-09-23 18:48:47Z ROBERT BRAITHWAITE ONE HOAG DRIVE BOX 6100 NEWPORT BEACH CA 926586100 1416096566 false X WWW.HOAG.ORG X 1944 CA OUR MISSION AS A NOT-FOR-PROFIT, FAITH- BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE. 15 13 5803 1950 1423693 -2394811 13591681 19175045 952653970 999360615 13513247 30172529 26927394 29454655 1006686292 1078162844 7814676 8988691 0 0 392492109 415826220 0 0 0 478693408 514405249 879000193 939220160 127686099 138942684 2763362267 2955434599 797041932 804018050 1966320335 2151416549 X OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE. false false 579452455 9137303 1039400594 SEE SCHEDULE O 579452455 true true false true false false false false false true true true false false true false false false false false true false false false false false true true true false true false false false false false false true false false false false false true true true true false false true 680 0 true 5803 true true true false false false false false false false false false X 15 13 true false false false true true true true true false false true true true true true true false true true true CA X ANDREW GUARNI 9497644448 ONE HOAG DRIVE PO BO 6100 NEWPORT BEACH CA 92663 KAREN LINDEN CHAIR/BOARD MEMBER HHF 5.0 2.0 X X 0 0 0 MILES CHANG MD BOARD MEMBER 2.0 0.0 X 0 0 0 RAYMOND RICCI MD SECRETARY 4.0 0.0 X X 0 0 0 DENNIS J GILMORE BOARD MEMBER 2.0 0.0 X 0 0 0 RODNEY HOCHMAN MD BOARD MEMBER 2.0 0.0 X 0 0 0 JOEL KATZ MD BOARD MEMBER 2.0 0.0 X 0 0 0 JAMES SHEPHERDSON BOARD MEMBER 2.0 0.0 X 0 0 0 DANIEL YOUNG BOARD MEMBER 2.0 0.0 X 0 0 0 JEFFREY H MARGOLIS BOARD MEMBER 2.0 0.0 X 0 0 0 MICHAEL D STEPHENS BOARD MEMBER 2.0 0.0 X 0 0 0 GEORGE H WOOD CHAIR-ELECT 4.0 0.0 X X 0 0 0 GARY S MCKITTERICK PAST CHAIR/BOARD MEMBER HHF 2.0 0.0 X 0 0 0 PAMELA MASSEY BOARD MEMBER 2.0 0.0 X 0 0 0 CINDY STOKKE BOARD MEMBER 2.0 5.0 X 0 0 0 ROBERT EVANS BOARD MEMBER 2.0 0.0 X 0 0 0 ANDREW GUARNI SVP & CFO 50.0 2.0 X 521847 0 43637 ROBERT BRAITHWAITE CEO-HOAG, REG VP-S CA REGION 50.0 4.0 X 282941 1231116 45776 PATRICK ANDERSON SVP & CIO 50.0 3.0 X 477978 0 0 SANFORD SMITH SVP REAL ESTATE & FACILITIES 50.0 0.0 X 542308 0 65859 CYNTHIA PERAZZO SVP STRATEGIC & BUSINESS DVPMT 50.0 2.0 X 515976 0 40712 FLYNN ANDRIZZI SVP/PRES. HHF/BOARD MEMBER HCS 2.0 52.0 X 559182 0 45741 MICHAEL RICKS Executive VP/COO 50.0 0.0 X 715828 0 53046 KRIS V IYER MD VP SR & CAO HMTS/BD CHAIR HMTS 3.0 50.0 X 532616 0 38233 JAN BLUE SVP HUMAN RESOURCES 50.0 0.0 X 479948 0 40554 RICHARD MARTIN SVP & CHIEF NURSING OFFICER 50.0 0.0 X 621843 0 62541 PINKIE NOLAN VP ENTERPRISE PMO 50.0 0.0 X 357622 0 36891 GWYN PARRY DIRECTOR OF COMMUNITY MEDICINE 50.0 0.0 X 337962 0 28294 MICHAEL BRANDT-ZAWADZKI EXECUTIVE MEDICAL DIRECTOR 50.0 0.0 X 598771 0 40207 DORI HOLNAGEL VP CLINICAL INSTITUTES 50.0 0.0 X 438151 0 26843 ALLYSON BROOKS EXEC DIR MED WOMENS HEALTH 50.0 0.0 X 504089 0 43798 RICHARD AFABLE MD FMR PRES,CEO,BM/BM HHF/SJH EVP 0.0 52.0 X 0 2659428 247980 JACK COX FORMER SVP/CHIEF QUALITY OFCR 0.0 50.0 X 0 776839 27425 JENNIFER MITZNER FORMER SVP, CFO S CA REGION 0.0 50.0 X 0 841038 38686 7487062 5508421 926223 841 true true false NEWPORT CRITICAL CARE 17 EMERALD TERRACE ALISO VIEJO CA 92656 MEDICAL SERVICES 6326571 PACIFIC HOSPITALISTS ASSOCIATES 510 SUPERIOR AVE SUITE 290 NEWPORT BEACH CA 92663 MEDICAL SERVICES 6152290 ALLSCRIPTS 8529 SIX FORKS ROAD RALEIGH NC 27615 SOFTWARE SYSTEMS 4569171 EMERALD TEXTILES 1725 DORNOCH COURT SUITE 101 SAN DIEGO CA 92154 TEXTILE RENTAL 2723090 RENOVO SOLUTIONS 4 EXECUTIVE CIRCLE SUITE 185 IRVINE CA 92614 BIOMEDICAL SERVICES 2324564 110 0 19034510 140535 0 19175045 PATIENT SERVICES 622110 852936646 852936646 0 0 HMO CAPITATED PAYMENTS 622110 91953612 91953612 0 0 MOB RENTAL INCOME 531190 30725751 30725751 0 0 CAFETERIA SALES 722212 4278201 4278201 0 0 QUALITY ASSURANCE FEE REVENUE 900099 9730432 9730432 0 0 9735973 9735973 0 0 999360615 19298682 19298682 0 81361 81361 0 0 0 348710807 96762 337895085 38637 10815722 58125 10873847 10873847 0 0 0 0 0 0 0 0 0 INCOME/LOSS FROM PARTNERSHIPS 525990 15841434 18483423 -2641989 0 MISC HOI SERVICES 561110 10892519 7229826 3662693 0 CHILD CARE PROGRAM 624410 1861458 0 0 1861458 777883 374894 402989 29373294 1078162844 1025448758 1423693 32115348 X 8988691 8988691 0 0 0 0 0 0 5813927 383719 5430208 0 0 0 0 0 331970111 223808994 108161117 0 15983376 3914758 12068618 0 38481961 20253693 18228268 0 23576845 16096948 7479897 0 0 0 0 0 2074266 0 2074266 0 263942 0 263942 0 30490 30490 0 0 0 0 3142949 0 3142949 0 135090860 66947035 68143825 0 3040486 19661 3020825 0 11329517 2258554 9070963 0 10116021 392383 9723638 0 0 0 0 0 47107342 24143091 22964251 0 257286 60439 196847 0 0 0 0 0 716452 240071 476381 0 20926252 20717349 208903 0 0 0 0 0 86247896 25478615 60769281 0 5053521 4070754 982767 0 MEDICAL SUPPLIES 131364125 128836305 2527820 0 CA QUALITY ASSURANCE FEE 28449570 28449570 0 0 LICENSES AND TAXES 5038875 369046 4669829 0 DUES AND SUBSCRIPTIONS 4810424 512534 4297890 0 19344975 3479755 15865220 939220160 579452455 359767705 0 0 95301269 103448988 232481318 106321751 0 0 82231323 82743073 0 0 0 0 7263043 6237782 4036122 3719948 12360481 12496387 1702590874 787143154 923447550 915447720 350588844 485490021 866937787 1037501655 65724531 95918081 1304323 0 121685676 106109193 2763362267 2955434599 116797014 132026031 0 0 291323 3739756 0 0 0 0 0 0 0 0 0 0 679953595 668252263 797041932 804018050 X 1966278210 2151285120 42125 131429 0 0 1966320335 2151416549 2763362267 2955434599 X 138942684 102725621 0 0 0 -56572091 X false false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 0 false 0 false 0 false false 0 false 0 true 30490 30490 false SCHEDULE C, PART II-B, LINE 1F LOBBYING 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. 124290975 3078867 9732429 10463391 126638880 135212918 1201607 -2598457 9525093 124290975 133533623 17412921 3480058 19213684 135212918 124062748 4178547 12817040 7524712 133533623 116691866 2165921 12524800 7319839 124062748 0.05000 0.40000 0.55000 false true true 85713837 85713837 958401676 357321591 601080085 124278232 54086307 70191925 472729386 375735256 96994130 61467743 61467743 915447720 HEDGE FUNDS 411512824 F EQUITY COMMINGLED FUNDS 410046774 F PRIVATE EQUITY 113545388 F REAL ASSETS 102396669 F 1037501655 0 INTERCO WITH HEALTH SYSTEM-BONDS 518797182 CAPITALIZED LEASES 48851102 SELF INSURANCE LIABILITIES 35137771 CAPITATED CONTRACTS 12527985 LEASE INCENTIVE OBLIGATIONS-IRVINE 11745785 NOTE PAYABLE HHC-ISC TI LOAN 10792186 ACCRUED INCOME GUARANTEES 3619435 CLINICAL TRIAL/RESEARCH 2695182 CHARITY ACCRUAL - ATTORNEY GENERAL 1902142 MISC OTHER LIABILITIES 22183493 668252263 Central America and the Caribbean Investments 515785652 East Asia and the Pacific Investments 23036 Europe (Including Iceland and Greenland) Investments 11390946 North America Investments 19441719 546641353 546641353 true false true true true false SCHEDULE F, PART I, LINE 3, COLUMN F ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED JUNE 30, 2017. true true X true X true X true true false true true 4376090 4376090 0.00470 73079897 39293397 33358645 0.03550 119379 9849 109530 0.00010 77575366 39303246 37844265 0.04030 2916096 2916096 0.00310 228255 228255 0.00020 317950 0.00030 9505415 9505415 0.01010 12967716 12649766 0.01370 90543082 39303246 50494031 0.05400 9900 9900 0.00010 9900 9900 0.00010 false 14787749 171985073 250465030 -78479957 X false Hoag Ortho Inst Specialty Hospital 0.51 0.49 Main St Spec Surgery Outpatient Surgery Center 0.4236 0.1695 Hoag Outpatient cntr OUTPATIENT SURGERY CENTER 0.7379 0.2621 NWPT BCH RADIOSRGRY Surgery Center 0.5 0.5 NWPT SURGICAL PRTNS Surgery Center 0.6879 0.3121 NWPT BCH ENDOSCOPY ENDOSCOPY CENTER 0.7379 0.2621 NWPT BAY SURGERY CTR SURGERY CENTER 0.6046 0.3954 COASTAL ASC JV JV MGMT CO 0.8783 0.1217 2 1 HOAG MEMORIAL HOSPITAL PRESBYTERIAN ONE HOAG DRIVE BOX 6100 NEWPORT BEACH CA 92658 WWW.HOAG.ORG C0194920 X X X X A 2 HOAG ORTHOPEDIC INSTITUTE 16520 SAND CANYON AVENUE IRVINE CA 92618 http://orthopedichospital.com/ 200835010044 X ORTHOPEDIC HOSPITAL A A 12 false false true X X X X X X X X X 16 true true false true X SEE PART V, SECTION C X true 17 true SEE PART V, SECTION C false true X 200. 400. X X X X X X true true X X X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE SECTION C X X X X X true X false X X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 5 INPUT FROM COMMUNITY REPRESENTATIVES TARGETED INTERVIEWS AND FOCUS GROUPS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN. 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 6A HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND HOAG ORTHOPEDIC INSTITUTE CONDUCTED A COMBINED CHNA. SCHEDULE H, PART V, SECTION B, LINE 7A FACILITY 1 https://www.hoag.org/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 10A FACILITY 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 11 ON 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 13H HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO 400% THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HMHP AND HOI'S POLICY ALSO PROVIDES FOR DISCRETIONARY DETERMINATION OF CHARITY CARE TAKING INTO CONSIDERATION INDIVIDUAL FACTS AND CIRCUMSTANCES. SCHEDULE H, PART V, SECTION B, LINE 15E PATIENTS CAN APPLY FOR FINANCIAL ASSISTANCE BY COMPLETING A FINANCIAL ASSISTANCE PROGRAM (FAP) APPLICATION. APPLICATIONS CAN BE FOUND ON THE HOAG.ORG WEBSITE, VIA FINANCIAL 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 16A FINANCIAL 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 16B FINANCIAL 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 16C PLAIN LANGUAGE SUMMARY FACILITY 1 HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSIS TANCE-CHARITY-CARE/ FACILITY 2 https://www.hoagorthopedicinstitute.com/for-patients/after-your-visit/fina ncial-assistance/ SCHEDULE H, PART V, SECTION B, LINE 16J THE POLICY IS COMMUNICATED VIA OUR WEBSITE, ON THE BACK OF THE PATIENT STATEMENTS, IN THE LOBBY OF EACH FACILITY, AND VIA OUR FINANCIAL COUNSELORS. 6 MAIN ST SPECIALTY SURGERY CENTER 280 MAIN STREET 100 ORANGE CA 92660 OUTPATIENT SURGERY CENTER ORTHOPEDIC SURGERY CENTER OF ORANGE CO 22 CORPORATE PLAZA DR SUITE 150 NEWPORT BEACH CA 92660 OUTPATIENT ORTHOPEDIC SURGERY CENTER NEWPORT BEACH RADIOSURGERY 1605 AVOCADO AVENUE NEWPORT BEACH CA 92660 OUTPATIENT SURGERY CENTER NEWPORT IMAGING CENTER 360 SAN MIGUEL NEWPORT BEACH CA 92660 IMAGING CENTER IRVINE ENDOSCOPY PARTNERS LLC ONE HOAG DRIVE NEWPORT BEACH CA 92663 OUTPATIENT SURGERY CENTER IRVINE SURGICAL PARTNERS LLC ONE HOAG DRIVE NEWPORT BEACH CA 92663 OUTPATIENT SURGERY CENTER SCHEDULE H, PART I, LINE 3C IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE, THE ORGANIZATION ALSO CONSIDERED CERTAIN ASSETS OF A PATIENT. IN ADDITION, A PATIENT'S SPECIAL CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO DISABILITY AND HOMELESSNESS ARE CONSIDERED WHEN DETERMINING ELIGIBILITY. SCHEDULE H, PART I, LINE 6A HOAG MEMORIAL HOSPITAL PRESBYTERIAN PREPARES AN ANNUAL REPORT AND IT IS PUBLICLY AVAILABLE AT www.hoag.org/documents/Community-Benefit-Reports/Community-Benefit-Annual- Report-2017.pdf SCHEDULE H, PART I, LINE 7A-I COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $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 F THE PROPORTIONATE SHARE OF THE ORGANIZATION'S JOINT VENTURE EXPENSES HAVE BEEN INCLUDED IN THE CALCULATION OF THE COMMUNITY BENEFIT EXPENSE PERCENTAGES. SCHEDULE H, PART I, LINE 7G NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED. SCHEDULE H, PART II COMMUNITY 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 2 METHODOLOGY 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 8 TREATMENT 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 2 NEEDS 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 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HOAG INFORMS AND EDUCATES PATIENTS ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE IN THE FOLLOWING WAYS: - FINANCIAL ASSISTANCE NOTICES PRINTED IN ENGLISH AND SPANISH ARE ALSO PLACED IN THE PUBLIC ADMISSION AREAS AT HOAG HOSPITALS. - STATEMENTS MAILED TO THE PATIENT INCLUDE A CLEAR AND CONSPICUOUS NOTICE ADVISING THE PATIENT OF HOAG FINANCIAL ASSISTANCE PROGRAM AND THE APPROPRIATE CONTACT INFORMATION. - PATIENT CAN ALSO VISIT PATIENT FINANCIAL SERVICES TO MEET WITH A FINANCIAL 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 4 COMMUNITY 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 5 PROMOTION 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 6 AFFILIATED 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 7 STATE FILING OF COMMUNITY BENEFIT REPORT CALIFORNIA true ACACIA ADULT DAY SERVICES 11391 ACACIA PKWY GARDEN GROVE CA 92840 953509323 501(C)(3) 10000 CREATING OUTDOOR PROGRAM SPACE ACADEMY OF INTERNATIONAL DANCE 2025 SOUTH MAIN ST SANTA ANA CA 92707 262657759 501(C)(3) 10000 ACCESS TO HEALTH COVERAGE AND MENTAL Health Services ACCESS CALIFORNIA SERVICES 631 SOUTH BROOKHURST STREET ANAHEIM CA 92804 330826205 501(C)(3) 55000 SENIOR TRANSPORTATION, OPERATIONS OF programs, Mobile Meals ACCESSOC SOUTHERN CALIFORNIA 1505 EAST 17TH STREET SUITE 209 SANTA ANA CA 92804 455011901 501(C)(3) 15000 OC POLST COALITION AND ADVANCE CARE Planning, Latino Conf AGE WELL SENIOR SERVICES (S COUNTY SR SVC) 24300 EL TORO RD BLDG A STE 2000 LAGUNA WOODS CA 92637 931163563 501(C)(3) 150000 OC POLST COALITION AND ADVANCE CARE Planning, Latino Conf AIDS SERVICE FOUNDATION 17982 SKY PARK CIRCLE J IRVINE CA 92614 330126481 501(C)(3) 40000 OPERATIONS, MATCHING GRTS, MISC GRANTS ALZHEIMER'S FAMILY SERVICES CENTER 9451 INDIANAPOLIS AVE HUNTINGTON BEACH CA 92646 953463978 501(C)(3) 1833084 LUNG FORCE WOMENS SYMPOSIUM ALZHEIMERS ASSOCIATION OF OC 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 953702013 501(C)(3) 112500 HOME FIRE PREVENTION CAMPAIGN AMERICA ON TRACK 600 W SANTA ANA BLVD SUITE 170 SANTA ANA CA 92701 330724044 501(C)(3) 25000 ON TRACK THROUGH FITNESS & NUTRITION AMERICAN RED CROSS 601 N GOLDEN CIRCLE SANTA ANA CA 92705 530196605 501(C)(3) 25000 DONATION TO THE OC IMMUNIZATION COALITION BIG BROTHERS BIG SISTERS OF ORANGE COUNTY 1801 E EDINGER AVE STE 100 SANTA ANA CA 92705 951992702 501(C)(3) 60000 MIND, BODY AND SOUL PROGRAM BOYS & GIRLS CLUB SANTA ANA 250 N GOLDEN CIRCLE 104 SANTA ANA CA 92705 951893417 501(C)(3) 25000 HEALTHY CHANGE PROGRAM CASA TERESA INC PO BOX 429 ORANGE CA 92856 953251986 501(C)(3) 25000 EMERGENCY MATERNITY SHELTER, HEALTH & Wellness Program CHARITABLE VENTURES OF ORANGE COUNTY INC 1505 E 17TH ST 101 SANTA ANA CA 92705 208756660 501(C)(3) 315000 MENTAL HEALTH SERVICES CHILDRENS HOSPITAL ORANGE COUNTY (CHOC) 455 S MAIN ST ORANGE CA 92868 952321786 501(C)(3) 640000 PROJECT KINSHIP-PROGRAM FOR FORMERLY INCARCERATED and their fmailies. CHOC FOUNDATION 455 S MAIN ST ORANGE CA 92868 956097416 501(C)(3) 300000 PEDIATRIC DIABETES SERVICES AT ALLEN Diabetes Center CITY OF COSTA MESA PO BOX 1200 695 W 19TH ST COSTA MESA CA 92627 956005030 GOVT 100000 CHOC BREATHMOBILE, CHOC EATING DISORDER CLINIC CITY OF HUNTINGTON BEACH 1718 ORANGE AVE HUNTINGON BEACH CA 92648 956000723 GOVT 155000 MENTAL HEALTH OUTREACH AND SENIOR Resources CITY OF IRVINE ONE CIVIC CENTER PLAZA IRVINE CA 92606 952759391 GOVT 30000 OASIS SENIOR CENTER TRANSPORTATION SERVICES, OC Alternative Destination Project CITY OF NEWPORT BEACH PO BOX 1768 NEWPORT BEACH CA 92658 956000751 GOVT 100000 SENIOR NUTRITION PROGRAMS COALITION OF ORANGE COUNTY COMMUNITY CLINICS 17701 COWAN STE 220 IRVINE CA 92614 952900725 501(C)(3) 25000 SENIOR TRANSPORTATION COMMUNITY ACTION PARTNERSHIP OF ORANGE CTY 11870 MONARCH ST GARDEN GROVE CA 92841 952452787 501(C)(3) 75000 HEALTHY CITIES COMMUNITY HEALTH INITIATIVE OF ORANGE CTY 1505 E 17TH ST SUITE 121 SANTA ANA CA 92705 472671013 501(C)(3) 25000 BOWEL DISEASE EDUCATION PROGRAM COMMUNITY SENIOR SERV INC 1200 N KNOLLWOOD CIR ANAHEIM CA 92801 952771715 501(C)(3) 15000 EVENT SUPPORT COMMUNITY SERVICES PROGRAM INC 1221 E DYER ROAD SUITE 120 SANTA ANA CA 92705 953167866 501(C)(3) 10000 PROGRAM SUPPORT COUNCIL ON AGING ORANGE COUNTY 2 EXECUTIVE CRIR STE 175 IRVINE CA 92614 952874089 501(C)(3) 100000 COMMUNITY CARES PROGRAM, COUNSELING PROGRAMAM CROHN'S & COLITIS 3972 BARRANCA PKWY J276 IRVINE CA 92606 136193105 501(C)(3) 20000 EUREKA HEALTH PROGRAM DISCOVERY SCIENCE CENTER OF ORANGE COUNTY 2500 NORTH MAIN ST SANTA ANA CA 92705 330828380 501(C)(3) 25000 DENTAL SEDATION CARE FOR UNDERSERVED CHILDREN EPILEPSY SUPPORT NETWORK 1500 ADAMS ST SUITE 301 COSTA MESA CA 92626 270681680 501(C)(3) 25000 BILINGUAL MENTAL HEALTH FOR VICTIMS OF DOMESTIC Violence FAMILIES FORWARD 8 THOMAS IRVINE CA 92618 330086043 501(C)(3) 50000 SENIOR TRANSPORTATION, HOME DELIVERED MEALS Project Self Sufficiency GAY & LESBIAN COMMUNITY SERVICES CTR OC 1605 N SPURGEON ST SANTA ANA CA 92701 952934041 501(C)(3) 25000 EDUCATIONAL CONFERENCE GIRLS INCORPORATED OF ORANGE COUNTY 150 PAULARINO D-290 COSTA MESA CA 92626 951810150 501(C)(3) 98587 HEALTHCARE AND OUTREACH HEALTHY SMILES 2101 E 4TH ST SUITE 220 SANTA ANA CA 92705 383675065 501(C)(3) 55000 EXPANSION OF EDUCATIONAL PROGRAMS AND SENIOR Transportation HUMAN OPTIONS PO BOX 53745 IRIVNE CA 92619 953667817 501(C)(3) 25000 PROVIDES BEFORE AND AFTER SCHOOL CHILD CARE Scholarships HURTT FAMILY HEALTH CLINIC INC ONE HOPE DR TUSTIN CA 92782 330906866 501(C)(3) 20000 HEALTH AND WELLNESS INITIATIVES ILLUMINATION FOUNDATION 2691 RICHTER AVE 107 IRVINE CA 92606 711047686 501(C)(3) 20000 FEELING THE BLUES INFECTION DISEASE ASSOCIATION OF CALIFORNIA PO BOX 66751 LOS ANGELES CA 90006 954106813 501(C)(3) 10000 WOMEN'S HEALTH SERVICES IRVINE ADULT DAY HEALTH SERVICES 20 LAKE ROAD IRVINE CA 92604 330599371 501(C)(3) 140000 HOME FOR TEENS IRVINE CHILDRENS FUND 14301 YALE AVE IRVINE CA 92604 330177921 501(C)(3) 25000 IMPROVING PERINATAL OUTCOMES IN OC THROUGH Professional Education IRVINE COMMUNITY DRUG PREVENTION 19 MARIPOSA IRIVINE CA 92604 330084831 501(C)(3) 15000 COMMUNITY COUNSELING PROGRAM IRVINE PUBLIC SCHOOLS FOUNDATION 1 POST STE 250 IRVINE CA 92618 330733191 501(C)(3) 100000 PROSTHETIC CONTACT LENSES AND EYES FOR VULNERABLE Populations JEWISH FEDERATION AND FAMILY SERVICES OF OC 1 FEDERATION WAY SUITE 220 IRVINE CA 92603 952407026 501(C)(3) 40000 MATERNITY CHILD HEALTH COORDINATION LAGUNA BEACH SENIORS INC 380 THIRD ST LAGUNA BEACH CA 92651 952983350 501(C)(3) 30000 MENTAL HEALTH OUTREACH AND EDUCATION LATINO HEALTH ACCESS 1701 N MAIN ST STE200 SANTA ANA CA 92706 330562943 501(C)(3) 117842 EVERY 15 MINUTES PROGRAM FOR CDM LAUREL HOUSE 1 HOPE DR TUSTIN CA 92782 300611748 501(C)(3) 15000 SUPPORT DOMESTIC VIOLENCE MENTAL HEALTH PROGRAMS MARCH OF DIMES FOUNDATION CORP 2222 MARTIN ST SUITE 270 IRVINE CA 92612 131846366 501(C)(3) 15000 TEACHER GRANT PROGRAMS MARIPOSA WOMEN AND FAMILTY CENTER 812 W TOWN COUNTRY RD ORANGE CA 92866 953626580 501(C)(3) 30000 HOPE CLINIC MARSHALL B KETCHUM UNIVERSITY 2575 YORBA LINDA BLVD FULLERTON CA 92831 951644593 501(C)(3) 15000 MOBILE HEALTH PROGRAM, HEALTHY COMMUNITY Initiative MOMS ORANGE COUNTY 1128 W SANTA ANA BLVD SANTA ANA CA 92703 330518078 501(C)(3) 117693 SUSTAINING FUND NAMI ORANGE COUNTY 1810 E 17TH ST SANTA ANA CA 92705 953726369 501(C)(3) 40000 MADRES UNIDAS NATIONAL KIDNEY FOUNDATION 15490 VENTURA BLVD SUITE 210 SHERMAN OAKS CA 91403 131673104 501(C)(3) 20000 ADDRESSES STUDENT SUCCESS & WELLNESS NEW VISTA SCHOOL 23092 MILL CREEK DR LAGUNA HILLS CA 92653 952984938 501(C)(3) 25000 PULSEPOINT PROGRAM NEWPORT BEACH POLICE DEPARTMENT 870 SANTA BARBARA DR NEWPORT BEACH CA 92658 956000751 GOVT 7000 BRIDGES SCHOOL INTER GROUP RELATIONS & VIOLENCE Prevention programs, WIMS Conference NEWPORT MESA SCHOOLS FOUNDATION PO BOX 1368 NEWPORT BEACH CA 92659 953545785 501(C)(3) 10000 VETERANS IN MIND NEWPORT-MESA UNIFIED SCHOOL DISTRICT 2045 MEYER PLACE BLDG B COSTA MESA CA 92626 952417783 GOVT 275000 LOAN EXEC. PROGRAM OAKVIEW RENEWAL PARTNERSHIP 17241 OAK LANE HUNTINGTON BEACH CA 92647 611495237 501(C)(3) 100000 DIABETES EDUCATION OMID MULTICULTURAL INSTITUTE FOR DEVELOPMT 4199 CAMPUS DR SUITE 300 IRVINE CA 92612 272337843 501(C)(3) 45000 WHSC GRANT: RENOVATION OF COSTA MESA HEALTH Center ONE OC 1901 E FOUTH ST STE 100 SANTA ANA CA 92705 952021700 501(C)(3) 85000 LOW INCOME SUBSIDY PROGRAM OC ADVANCE CARE PLANNING (ALZHEIMERS OC) 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 953702013 501(C)(3) 75000 MEDICAL LEGAL PARTNERSHIP ORANGE COUNTY BAR FOUNDATION CORP 313 N BIRCH ST 2ND FLOOR SANTA ANA CA 92701 237068923 501(C)(3) 30000 TEEN HEALTH THROUGH RECREATIONAL, CULTURAL, AND Outdoor Activities ORANGE COUNTY HUMAN RELATIONS 1300 S GRAND AVE BLDG B SANTA ANA CA 92705 330438086 501(C)(3) 85000 MENTAL HELATH CLINICS PEDIATRIC ADOLESCENT DIABETES RESEARCH 1201 W LA VETA AVE ORANGE CA 92868 330099451 501(C)(3) 103064 OPERATIONS PEOPLE FOR IRVINE COMMUNITY HEALTH 1505 E 17H ST SUITE 108 SANTA ANA CA 92705 330063532 501(C)(3) 50000 SUPPORTS PROGRAMS TO FEED THE UNDERSERVED PLANNED PARENTHOOD ORANGE & SAN BERNARDINO 700 S TUSTIN STREET ORANGE CA 92866 956152773 501(C)(3) 150000 MENTAL HEALTH SERVICES TO VETERANS PROJECT SELF SUFFICIENCY 1718 ORANGE AVE HUNTINGON BEACH CA 92648 330597719 501(C)(3) 20000 BREAST HEALTH SCREENING FOR Latinas/African Americans PROVIDENCE SPEECH & HEARING CENTER 1301 PROVIDENCE AVE ORANGE CA 92868 956154473 501(C)(3) 160000 DIABETES EDUCATION PUBLIC LAW CENTER CORP 601 W CIVIC CENTER DR SANTA ANA CA 92701 953709253 501(C)(3) 25000 PARENT EDUCATION AND SPANISH OUTREACH SAVE OUR YOUTH 661 HAMILTON 180 COSTA MESA CA 92627 330585600 501(C)(3) 50000 LIGHT UP A LIGHT DONATION SENECA FAMLIY OF AGENCIES 18302 IRVINE BLVD 300 TUSTIN CA 92780 942971761 501(C)(3) 25000 ACCESS TO CARE FOR VULNERABLE POPULATIONS, Research and Education SERVE THE PEOPLE INC 1206 E 17TH ST STE 101 SANTA ANA CA 92701 270421556 501(C)(3) 20000 GRANTS AND CONTRIBUTIONS TO OTHER NON-PROFIT service organizations SERVING KIDS HOPE 2100 W ALTON AVE 2 SANTA ANA CA 92704 471518476 501(C)(3) 200000 MULTI-DISCIPLINARY APPROACH IN THE PREVENTION AND SHARE OUR SELVES CLINIC 1550 SUPERIOR AVE COSTA MESA CA 92627 953222316 501(C)(3) 1711321 OPERATIONS SOCIAL MODEL RECOVERY SYSTEMS INC 223 E ROWLAND ST COVINA CA 91723 954079133 501(C)(3) 10000 TOUCHSTONES ROCK BAND SOMEONE CARES SOUP KITCHEN 720 W 19TH ST/ PO BOX 11267 COSTA MESA CA 92627 330279080 501(C)(3) 72600 HUNGER RELIEF PROGRAM STRENGTH IN SUPPORT 23461 SOUTH POINTE DR SUITE 310 LAGUNA HILLS CA 92653 461896501 501(C)(3) 30000 THREE PILLARS OF SUPPORT PROGRAMS SUSAN G KOMEN BREAST CANCER FOUNDATION 3191 AIRPORT LOOP DR A COSTA MESA CA 92626 330487943 501(C)(3) 75000 LINKING VULNERABLE POPULATIONS TO BREAST HEALTH CA SWEET SUCCESS EXPRESS PROGRAM 16718 MAPLE STREET FOUNTAIN VALLEY CA 92708 342044369 501(C)(3) 15000 SWEET SUCCESS EXPRESS 2016: PREVENTION- IT TAKES A TALK ABOUT CURING AUTISM 2222 MARTIN STSUITE 140 IRVINE CA 92612 270048002 501(C)(3) 15000 ORANGE COUNTY AUTISM SUPPORT AND OUTREACH EDUCATIO THE CAMBODIAN FAMILY 1626 E 4TH ST SANTA ANA CA 92701 953854831 501(C)(3) 25000 HEALTHY CHANGE PROGRAM THE WOODEN FLOOR FOR YOUTH MOVEMENT 1810 N MAIN ST SANTA ANA CA 92706 330299356 501(C)(3) 10000 HEALTHY AND FAMILY SERVICES AT THE WOODEN FLOOR VCOC 1901 E 4TH ST STE100 SANTA ANA CA 92705 952021700 501(C)(3) 10000 GRANTS AND CONTRIBUTIONS TO OTHER NON-PROFIT SERVI WISEPLACE 1411 N BROADWAY SANTA ANA CA 92706 951684796 501(C)(3) 20000 STEPS TO INDEPENDENCE YOUNG LIVES REDEEMED 1351 E CHAPMAN AVE SUITE C FULLERTON CA 92831 471849084 501(C)(3) 20000 ORANGE COUNTY WELLNESS PROJECT YOUNG MEN'S CHRISTIAN ASSOCIATION OF OC 13821 NEWPORT AVE SUITE 200 TUSTIN CA 92780 951644055 501(C)(3) 25000 SANTA ANA FAMILY YMCA YOUTH EMPLOYMENT SERVICES 114 EAST 19TH ST COSTA MESA CA 92627 952704522 501(C)(3) 40000 COMPREHENSIVE YOUTH JOB READINESS PROGRAM 85 0 SCHEDULE I, PART I, LINE 2 DESCR 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. false true false false false false false false false PATRICK ANDERSON SVP & CIO 385008 0 89654 0 3316 0 0 0 0 0 477978 0 0 0 ANDREW GUARNI SVP & CFO 383655 0 133800 0 4392 0 35187 0 8450 0 565484 0 0 0 SANFORD SMITH SVP REAL ESTATE & FACILITIES 397459 0 141000 0 3849 0 59091 0 6768 0 608167 0 0 0 PINKIE NOLAN VP ENTERPRISE PMO 270005 0 85503 0 2114 0 23250 0 13641 0 394513 0 0 0 CYNTHIA PERAZZO SVP STRATEGIC & BUSINESS DVPMT 360102 0 142976 0 12898 0 24843 0 15869 0 556688 0 14405 0 FLYNN ANDRIZZI SVP/PRES. HHF/BOARD MEMBER HCS 414577 0 133270 0 11335 0 26558 0 19183 0 604923 0 0 0 MICHAEL RICKS Executive VP/COO 500011 0 214080 0 1737 0 35000 0 18046 0 768874 0 0 0 GWYN PARRY DIRECTOR OF COMMUNITY MEDICINE 251274 0 36599 0 50089 0 21217 0 7077 0 366256 0 0 0 MICHAEL BRANDT-ZAWADZKI EXECUTIVE MEDICAL DIRECTOR 456390 0 128542 0 13839 0 26271 0 13936 0 638978 0 0 0 KRIS V IYER MD VP SR & CAO HMTS/BD CHAIR HMTS 392252 0 127842 0 12522 0 37082 0 1151 0 570849 0 0 0 DORI HOLNAGEL VP CLINICAL INSTITUTES 254608 0 126227 0 57316 0 19303 0 7540 0 464994 0 0 0 JAN BLUE SVP HUMAN RESOURCES 346769 0 127335 0 5844 0 32055 0 8499 0 520502 0 0 0 ALLYSON BROOKS EXEC DIR MED WOMENS HEALTH 385024 0 115517 0 3548 0 23785 0 20013 0 547887 0 0 0 ROBERT BRAITHWAITE CEO-HOAG, REG VP-S CA REGION 0 598216 282941 572033 0 60867 0 10283 0 35493 282941 1276892 0 0 RICHARD MARTIN SVP & CHIEF NURSING OFFICER 439549 0 155932 0 26362 0 55028 0 7513 0 684384 0 21335 0 RICHARD AFABLE MD FMR PRES,CEO,BM/BM HHF/SJH EVP 0 826886 0 1358356 0 474186 0 225381 0 22599 0 2907408 0 395044 JACK COX FORMER SVP/CHIEF QUALITY OFCR 0 464367 0 223445 0 89027 0 10600 0 16825 0 804264 0 0 JENNIFER MITZNER FORMER SVP, CFO S CA REGION 0 523553 0 226205 0 91280 0 9580 0 29106 0 879724 0 0 SCHEDULE J, PART I, LINE 3 DESCRIPTION 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 4B SUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. 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. NEWPORT EMERGENCY MEDICAL GROUP See Part V 234000 See Part V false KATHERINE MCKITTERICK See Part V 23724 See Part V false BUSINESS RELATIONSHIPS LINE (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. FORM 990, PART III, LINE 4A PROGRAM 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 - continued HEALTH 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 - continued DIABETES 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 - continued THE 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 2B HOAG 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 11B PROCESS USED TO REVIEW THE FORM 990 THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF 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 12C MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES 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 15A PROCESS 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 15B PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION OF THE COO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 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 19 PROCESS 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 9 CHANGES 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 11G DESCRIPTION:PURCHASED SVCS/CONSULTING FEES TOTAL FEES:64171879 FORM 990 PART IX LINE 11G DESCRIPTION:HMO PURCHASED SERVICES TOTAL FEES:42603232 FORM 990 PART IX LINE 11G DESCRIPTION:HOSPITAL BASED PHYSICIAN FEES TOTAL FEES:28315749 NEWPORT HEALTHCARE CENTER LLC ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH CA 92663 331127904 MEDICAL BLDG CA 14677317 168125408 HMHP HOAG OUTPATIENT THERAPIES ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH CA 92663 471467227 OUTPAT THERAP CA 1555071 3531712 HMHP HOAG NEUROBEHAVIORAL HEALTH LLC ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH CA 92663 473282694 MEDICAL SVCS CA 3154237 7027934 HMHP IRVINE ENDOSCOPY PARTNERS LLC ONE HOAG DRIVE NEWPORT BEACH CA 92663 812267690 MEDICAL SVCS CA 0 0 HMHP IRVINE SURGICAL PARTNERS LLC ONE HOAG DRIVE NEWPORT BEACH CA 92663 812776218 MEDICAL SVCS CA 0 0 HMHP COVENANT HEALTH NETWORK INC 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 461259908 HEALTHCARE CA 501(C)(3) 12,III SJHS true COVENANT ACO 3615 19TH STREET LUBBOCK TX 79410 611573313 HEALTHCARE TX 501(C)(3) 12,I CHS true COVENANT HEALTH SYSTEM 3615 19TH STREET LUBBOCK TX 79410 752765566 HEALTHCARE TX 501(C)(3) 3 SJHS true COVENANT HEALTH SYSTEM FOUNDATION 3623 22ND PLACE LUBBOCK TX 79410 752897026 HEALTHCARE TX 501(C)(3) 7 CHS true COVENANT MEDICAL GROUP 3420 22ND PLACE LUBBOCK TX 79410 752743883 HEALTHCARE TX 501(C)(3) 3 CHS true COVENANT HEALTH PARTNERS 3615 19TH STREET LUBBOCK TX 79410 463516417 HEALTHCARE TX 501(C)(3) 12,I CHS true HMTS INC 1 HOAG DRIVE NEWPORT BEACH CA 92658 453583707 HEALTHCARE CA 501(C)(3) 12,I HMHP true HOAG CHARITY SPORTS 330 PLACENTIA AVE NEWPORT BEACH CA 92663 452982422 SUPPORT CA 501(C)(3) 7 HHF true HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVE NEWPORT BEACH CA 92663 953222343 FUNDRAISING CA 501(C)(3) 7 HMHP true HOSPICE OF LUBBOCK 3702 21ST STREET LUBBOCK TX 79410 752133781 HEALTHCARE TX 501(C)(3) 10 CHS true LUBBOCK METHODIST HOSPITAL FOUNDATION 3615 19TH STREET LUBBOCK TX 79410 752220963 HEALTHCARE TX 501(C)(3) 7 CHS true METHODIST CHILDREN'S HOSPITAL 3610 21ST STREET LUBBOCK TX 79410 752428911 HEALTHCARE TX 501(C)(3) 3 CHS true METHODIST HOSPITAL LEVELLAND 1900 COLLEGE AVENUE LEVELLAND TX 79336 752246348 HEALTHCARE TX 501(C)(3) 3 CHS true METHODIST HOSPITAL PLAINVIEW 2601 DIMMITT ROAD PLAINVIEW TX 79072 752426010 HEALTHCARE TX 501(C)(3) 3 CHS true MISSION HOSPITAL REGIONAL MEDICAL CTR 27700 MEDICAL CENTER ROAD MISSION VIEJO CA 92691 951643360 HEALTHCARE CA 501(C)(3) 3 CHN true QUEEN OF THE VALLEY MEDICAL CENTER 1000 TRANCAS STREET NAPA CA 94558 941243669 HEALTHCARE CA 501(C)(3) 3 SJHS true REDWOOD MEMORIAL FOUNDATION 3300 RENNER DRIVE FORTUNA CA 95540 942779313 HEALTHCARE CA 501(C)(3) 7 RMH true REDWOOD MEMORIAL HOSPITAL 3300 RENNER DRIVE FORTUNA CA 95540 941384665 HEALTHCARE CA 501(C)(3) 3 SJHS true SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DRIVE SANTA ROSA CA 95405 941231005 HEALTHCARE CA 501(C)(3) 3 SJHS true SRM ALLIANCE HOSPITAL SERVICES (PVH) 400 NORTH MCDOWELL BLVD PETALUMA CA 94954 680395200 HEALTHCARE CA 501(C)(3) 3 SRMH true ST JOSEPH HEALTH SYSTEM 3345 MICHELSON DRIVE IRVINE CA 92612 953589356 HEALTHCARE CA 501(C)(3) 12,I PSJH false ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 330143024 HEALTHCARE CA 501(C)(3) 7 SJHS true ST JOSEPH HOME CARE NETWORK 1111 SONOMA STE 308 SANTA ROSA CA 95405 680331084 HEALTHCARE CA 501(C)(3) 10 SJHS true ST JOSEPH HOSPITAL OF EUREKA 2700 DOLBEER STREET EUREKA CA 95501 941156596 HEALTHCARE CA 501(C)(3) 3 SJHS true ST JOSEPH HOSPITAL OF ORANGE 1100 WEST STEWART DRIVE ORANGE CA 92868 951643359 HEALTHCARE CA 501(C)(3) 3 CHN true ST JOSEPH HERITAGE HEALTHCARE 200 WEST CENTER ST PROMENADE ANAHEIM CA 92805 330185031 HEALTHCARE CA 501(C)(3) 3 SJHS true ST JUDE HOSPITAL INC 101 EAST VALENCIA MESA DRIVE FULLERTON CA 92635 951643324 HEALTHCARE CA 501(C)(3) 3 CHN true ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY CA 92307 951914489 HEALTHCARE CA 501(C)(3) 3 CHN true ST MARY OF THE PLAINS HOSPITAL FDN 4000 24TH STREET LUBBOCK TX 79410 751653181 HEALTHCARE TX 501(C)(3) 7 CHS true ST JOSEPH HEALTH NOR CAL LLC 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 814791043 HEALTHCARE CA 501(C)(3) 3 SJHS true SISTERS OF ST JOSEPH OF ORANGE 480 S BATAVIA ORANGE CA 92868 951643383 RELIGIOUS ORG CA 501(C)(3) 1 NA false ST JOSEPH HEALTH MINISTRY 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 271666576 RELIGIOUS ORG CA 501(C)(3) 1 SSJO false E WA & MT UNEMPLOYMENT COMP INSR TRUST 1801 LIND AVENUE SW 9016 RENTON WA 980579016 911082119 UNEMPLOYMENT WA 501(C)(3) 12,I PHS WA true EVERETT TRANSITIONAL CARE SERVICES PO BOX 5128 EVERETT WA 982065128 943264605 TRANS. CARE WA 501(C)(3) 10 NA false FACEY MEDICAL FOUNDATION 15451 SAN FERNANDO MISSION BLVD 2 MISSION HILLS CA 91345 954322584 SUPPORT CA 501(C)(3) 7 PHS SOCAL true GAMELIN WASHINGTON ASSOCIATION 1423 FIRST AVENUE SEATTLE WA 98101 201910170 SUPPORT WA 501(C)(3) 7 PHS WA true GLOBAL TO LOCAL HEALTH INITIATIVE 2800 SOUTH 192ND ST 104 SEATAC WA 98188 273133200 HEALTHCARE WA 501(C)(3) 7 SHS true INLAND NORTHWEST HEALTH SERVICES 601 W 1ST AVENUE SPOKANE WA 99201 911307555 HEALTHCARE WA 501(C)(3) 3 PHS WA true INSTITUTE FOR MENTAL HEALTH & WELLNESS 1801 LIND AVENUE SW 9016 RENTON WA 98057 814260130 HEALTHCARE WA 501(C)(3) 7 PHS SJHS true INSTITUTE FOR SYSTEMS BIOLOGY 401 TERRY AVE N SEATTLE WA 98109 912003593 HEALTHCARE WA 501(C)(3) 7 WHC true JOHN WAYNE CANCER INSTITUTE 2200 SANTA MONICA BLVD SANTA MONICA CA 90404 954291515 HEALTHCARE CA 501(C)(3) 4 PSJHC true KADLEC AUXILIARY INC 888 SWIFT BLVD RICHLAND WA 99352 916033089 SUPPORT WA 501(C)(3) 12,III KRMC true KADLEC FOUNDATION 888 SWIFT BLVD RICHLAND WA 99352 237005501 SUPPORT WA 501(C)(3) 12,I KRMC true KADLEC NEUROLOGICAL RESOURCE CENTER 1268 LEE BLVD RICHLAND WA 99352 911266345 HEALTHCARE WA 501(C)(3) 10 WHC true KADLEC REGIONAL MEDICAL CENTER 888 SWIFT BLVD RICHLAND WA 99352 910655392 HEALTHCARE WA 501(C)(3) 3 WHC true LITTLE COMPANY OF MARY ANCILLARY SVCS CO 4101 TORRANCE BLVD TORRANCE CA 90503 330844408 IMAGING SVCS CA 501(C)(3) 10 PHS SOCAL true LUNDBERG ASSOCIATIONPROVIDENCE HOUSE 5921 E BURNSIDE PORTLAND OR 97215 911562797 SUPPORT OR 501(C)(3) 7 PHS OR true MARSHA RIVKIN CENTER FOR OVARIAN CANCER 747 BROADWAY SEATTLE WA 98122 912054035 RESEARCH WA 501(C)(3) 7 SHS true PACMED CLINICS 1200 12TH AVENUE S SEATTLE WA 98144 562290878 HEALTHCARE WA 501(C)(3) 10 WHC true PH&S FOUNDATIONSFVSA & SCVSA 501 S BUENA VISTA STREET BURBANK CA 91505 953544877 HEALTHCARE CA 501(C)(3) 7 PHS SOCAL true PROVIDENCE ALASKA FOUNDATION 3300 PROVIDENCE DR TOWER 2 ANCHORAGE AK 99508 920093565 HEALTHCARE AK 501(C)(3) 12,I PHS WA true PROVIDENCE BENEDICTINE NURSING CTR FNDN 540 SOUTH MAIN STREET MT ANGEL OR 973629532 911940286 HEALTHCARE OR 501(C)(3) 7 PHS OR true PROVIDENCE BLANCHET ASSOCIATION 1700 PROVIDENCE PL CENTRALIA WA 98531 911789266 SUPPORT WA 501(C)(3) 7 PHS WA true PROVIDENCE CHILD CENTER FOUNDATION 830 NE 47TH PORTLAND OR 97213 930800140 SUPPORT OR 501(C)(3) 7 PHS OR true PROVIDENCE COMMUNITY HEALTH FOUNDATION 1111 CRATER LAKE AVE MEDFORD OR 97504 930692907 HEALTHCARE OR 501(C)(3) 7 PHS OR true PROVIDENCE DETHMAN HOUSE 1205 MONTELLO AVE HOOD RIVER OR 97031 473385506 SUPPORT WA 501(C)(3) 7 NA false PROVIDENCE FOUNDATION 1801 LIND AVENUE SW 9016 RENTON WA 980579016 943078543 HEALTHCARE WA 501(C)(3) 12,I PHS WA true PROVIDENCE GAMELIN HOUSE ASSOCIATION 4515 MLK JR WAY S STE 200 SEATTLE WA 98108 311744654 SUPPORT WA 501(C)(3) 7 PHS WA true PROVIDENCE HEALTH & SERVICES 1801 LIND AVENUE SW 9016 RENTON WA 980579016 911549796 HEALTHCARE WA 501(C)(3) 12,II PSJH false PROVIDENCE HEALTH & SERVICES - MONTANA 500 W BROADWAY PO BOX 4587 MISSOULA MT 598064587 810231793 HEALTHCARE MT 501(C)(3) 3 PHS WA true PROVIDENCE HEALTH & SERVICES - OREGON 1801 LIND AVENUE SW 9016 RENTON WA 980579016 510216587 HEALTHCARE OR 501(C)(3) 3 PHS true PROVIDENCE HEALTH & SERVICES - WA 1801 LIND AVENUE SW 9016 RENTON WA 980579016 510216586 HEALTHCARE WA 501(C)(3) 3 PHS true PROVIDENCE HEALTH & SERVICES - WEST WA 1801 LIND AVENUE SW 9016 RENTON WA 980579016 911303277 HEALTHCARE WA 501(C)(3) 3 PMWHC true PROVIDENCE HEALTH ASSURANCE 4400 NE HALSEY BLDG 2 PORTLAND OR 97213 550828701 MEDICAID OR 501(C)(4) N/A PHP true PROVIDENCE HEALTH CARE FNDN - E WA 101 W 8TH AVENUE SPOKANE WA 99204 320014330 HEALTHCARE WA 501(C)(3) 7 PHS WA true PROVIDENCE HEALTH CARE FNDN (CENTRALIA) 914 S SCHEUBER ROAD CENTRALIA WA 98531 911433382 HEALTHCARE WA 501(C)(3) 7 PHS WA true PROVIDENCE HEALTH PLAN 4400 NE HALSEY BLDG 2 PORTLAND OR 97213 930863097 HEALTHCARE OR 501(C)(4) N/A PPP true PROVIDENCE HEALTH SYSTEM - SO CAL 1801 LIND AVENUE SW 9016 RENTON WA 980579016 510216589 HEALTHCARE CA 501(C)(3) 3 PHS true PROVIDENCE HOOD RIVER MEM HOSP FDN 811 13TH ST HOOD RIVER OR 97031 930921990 HEALTHCARE OR 501(C)(3) 7 PHS OR true PROVIDENCE HOSPICE AND HOME CARE FNDN 2731 WETMORE AVENUE STE 500 EVERETT WA 98201 272552749 HEALTHCARE WA 501(C)(3) 7 PHS WA true PROVIDENCE HOSPICE OF SEATTLE FOUNDATION 425 PONTIUS AVENUE NORTH 300 SEATTLE WA 980195452 912077378 HEALTHCARE WA 501(C)(3) 12,I PHS WA true PROVIDENCE LITTLE COMPANY OF MARY FNDN 4101 TORRANCE BLVD TORRANCE CA 90503 510224944 HEALTHCARE CA 501(C)(3) 7 PHS SOCAL true PROVIDENCE MARIANWOOD FOUNDATION 3725 PROVIDENCE POINT DRIVE SE ISSAQUAH WA 980297219 931554288 HEALTHCARE WA 501(C)(3) 12,I PHS WA true PROVIDENCE MEDICAL INSTITUTE 4101 TORRANCE BLVD TORRANCE CA 90503 330283773 HEALTHCARE CA 501(C)(3) 12,I PHS SOCAL true PROVIDENCE MILWAUKIE FOUNDATION 10150 SE 32ND MILWAUKIE OR 97222 943079515 HEALTHCARE OR 501(C)(3) 7 PHS OR true PROVIDENCE MOUNT ST VINCENT FOUNDATION 4831 35TH AVENUE SW SEATTLE WA 981262799 911188119 HEALTHCARE WA 501(C)(3) 7 PHS WA true PROVIDENCE NEWBERG HEALTH FOUNDATION 1001 PROVIDENCE DRIVE NEWBERG OR 97132 930889144 HEALTHCARE OR 501(C)(3) 7 PHS OR true PROVIDENCE PETER CLAVER ASSOCIATION 7101 38TH AVENUE SOUTH SEATTLE WA 98118 311629656 SUPPORT WA 501(C)(3) 7 PHS WA true PROVIDENCE PLAN PARTNERS 4400 NE HALSEY BLDG 2 PORTLAND OR 97213 911861964 HEALTHCARE WA 501(C)(4) N/A PHS OR true PROVIDENCE PORTLAND MEDICAL FOUNDATION 4805 NE GLISAN STREET PORTLAND OR 972132967 931231494 HEALTHCARE OR 501(C)(3) 7 PHS OR true PROVIDENCE ROSSI ASSOCIATION 1700 PROVIDENCE PLACE CENTRALIA WA 98531 311584166 SUPPORT WA 501(C)(3) 10 PHS WA true PROVIDENCE SAINT JOHN'S HEALTH CENTER 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 951684082 HEALTHCARE CA 501(C)(3) 3 PHS SOCAL true PROVIDENCE SAINT JOHN'S MEDICAL FNDN 20555 EARL ST TORRANCE CA 90503 814542216 HEALTHCARE CA 501(C)(3) Pending PHS SOCAL true PROVIDENCE SEASIDE HOSPITAL FOUNDATION 725 S WAHANNA RD SEASIDE OR 97138 930927320 HEALTHCARE OR 501(C)(3) 7 PHS OR true PROVIDENCE ST ELIZABETH HOUSE ASSOC 3201 SW GRAHAM ST SEATTLE WA 98126 912171539 SUPPORT WA 501(C)(3) 7 PHS WA true PROVIDENCE ST FRANCIS ASSOCIATION 3415 12TH AVENUE NE OLYMPIA WA 98506 943244854 SUPPORT WA 501(C)(3) 7 PHS WA true PROVIDENCE ST JOSEPH HEALTH 1801 LIND AVENUE SW 9016 RENTON WA 98057 811244422 HEALTHCARE WA 501(C)(3) 12,III NA false PROVIDENCE ST JOSEPH MEDICAL CENTER PO BOX 1010 POLSON MT 598601010 810463482 HEALTHCARE MT 501(C)(3) 3 PHS WA true PROVIDENCE ST MARY FOUNDATION 401 W POPLAR STREET WALLA WALLA WA 99362 452841492 HEALTHCARE WA 501(C)(3) 7 PHS WA true PROVIDENCE ST PETER FOUNDATION 413 LILLY ROAD NE OLYMPIA WA 985065166 911097056 SUPPORT WA 501(C)(3) 7 PHS WA true PROVIDENCE ST VINCENT MEDICAL FNDN 9205 SW BARNES ROAD PORTLAND OR 97225 930575982 HEALTHCARE OR 501(C)(3) 7 PHS OR true PROVIDENCE TRINITYCARE HOSPICE 5315 TORRANCE BLVD STE B1 TORRANCE CA 90503 953264139 HEALTHCARE CA 501(C)(3) 10 PHS SOCAL true PROVIDENCE TRINITYCARE HOSPICE FNDN 5315 TORRANCE BLVD STE B1 TORRANCE CA 90503 330261016 HEALTHCARE CA 501(C)(3) 7 PTCH true PROVIDENCE WILLAMETTE FALLS MEDICAL FNDN 1500 DIVISION STREET OREGON CITY OR 97045 931003750 HEALTHCARE OR 501(C)(3) 12, I PHS OR true SAINT JOHN'S HOSPITALHEALTH CENTER FNDN 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 956100079 SUPPORT CA 501(C)(3) 7 PSJHC true SEATTLE SCIENCE FOUNDATION 550 17TH AVENUE SEATTLE WA 98122 611502822 PHYSN COLLAB WA 501(C)(3) 7 WHC true SISTERS OF PROVIDENCE OF MONTANA CORP 1801 LIND AVENUE SW 9016 RENTON WA 980579016 262612415 SHELL CORP MT 501(C)(3) 1 PHS WA ST LUKE ASSOCIATION 350 WASHINGTON AVE SE CHEHALIS WA 98352 943176618 SUPPORT WA 501(C)(3) 7 PHS WA true ST PATRICK HOSPITAL FOUNDATION 500 WEST BROADWAY PO BOX 4587 MISSOULA MT 598064587 237056976 HEALTHCARE MT 501(C)(3) 7 PHS WA true ST THOMAS CHILD AND FAMILY CENTER 1710 BENEFIS COURT GREAT FALLS MT 59405 810233495 EDUCATION MT 501(C)(3) 10 PHS WA true SWEDISH EDMONDS 21601 76TH AVENUE EDMONDS WA 98026 272305304 HEALTHCARE WA 501(C)(3) 3 WHC true SWEDISH HEALTH SERVICES 747 BROADWAY SEATTLE WA 98122 910433740 HEALTHCARE WA 501(C)(3) 3 WHC true SWEDISH MEDICAL CENTER FOUNDATION 747 BROADWAY SEATTLE WA 98122 910983214 HEALTHCARE WA 501(C)(3) 7 SHS true SWEDISH MJM HOLDINGS 747 BROADWAY SEATTLE WA 98122 273139262 HOLDING CO WA 501(C)(3) 12,I SHS true THE GAMELIN ASSOCIATION 312 NORTH FOURTH STREET YAKIMA WA 98901 911180824 SUPPORT WA 501(C)(3) 7 PHS WA true THE GAMELIN CALIFORNIA ASSOCIATION 540 23RD STREET OAKLAND CA 94612 911293869 SUPPORT CA 501(C)(3) 10 PHS SOCAL true THE GAMELIN OREGON ASSOCIATION 5520 NE GLISAN PORTLAND OR 97213 911214491 SUPPORT OR 501(C)(3) 10 PHS OR true UNIVERSITY OF GREAT FALLS 1301 20TH STREET SOUTH GREAT FALLS MT 59405 810231777 EDUCATION MT 501(C)(3) 2 PHS true WESTERN HEALTHCONNECT 747 BROADWAY SEATTLE WA 98122 454171900 SHELL CORP WA 501(C)(3) 12,II PHS W WA true PROVIDENCE MINISTRIES 1801 LIND AVENUE SW 9016 RENTON WA 980579016 RELIGIOUS ORG WA 501(C)(3) 1 NA false ADVANCED SURGERY INSTITUTE LLC 1739 4TH STREET SANTA ROSA CA 95404 262299255 HEALTHCARE CA NA N/A COVENANT LONG-TERM CARE LP 4000 24TH STREET LUBBOCK TX 79410 205033419 HEALTHCARE TX NA N/A HERITAGE INVESTMENT GROUP I LLC 500 S MAIN STREET STE 1000 ORANGE CA 92868 271000061 INVESTMENTS CA NA N/A HOAG ORTHOPEDIC INSTITUTE 1 HOAG DRIVE BOX 6100 NEWPORT BEACH CA 92658 611588294 HEALTHCARE CA HMHP RELATED 22164756 46713067 false 0 true 0.51000 METHODIST DIAGNOSTIC IMAGING 4005 24TH STREET LUBBOVK TX 79410 752343261 HEALTHCARE TX NA N/A NEWPORT IMAGING CENTER 360 SN MIGUEL NEWPORT BEACH CA 92660 330191776 HEALTHCARE CA HMHP RELATED -1087168 2621620 false 0 true 0.99877 SHA LLC 12940 NORTH HIGHWAY 183 AUSTIN TX 78750 752569094 HEALTHCARE TX NA N/A ST JOSEPH PHYSICIAN VENTURES I LLC 1100 WEST STEWART DRIVE ORANGE CA 92868 454521884 REAL ESTATE CA NA N/A NORTH BAY ENDOSCOPY CENTER 1383 N MCDOWELL BLVD SUITE 110 PETALUMA CA 94954 611559876 HEALTHCARE CA NA N/A SOUTHERN CALIFORNIA SURGERY CENTER LLC 18321 VENTURA BLVD STE 740 TARZANA CA 91356 330939000 HEALTHCARE CA NA N/A COASTAL ASC HOLDINGS LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH CA 92664 810986844 HEALTHCARE CA HMHP RELATED 502163 29161506 false true 0.87830 ST JOSEPHSATELLITE DIALYSIS CENTERS 300 SANTANA ROW SUITE 300 SAN JOSE CA 95128 814657391 HEALTHCARE CA NA N/A ALPHA MEDICAL LABORATORY LLC 611 N PERRY SPOKANE WA 99202 912017347 OUTPATIENT LAB ID NA N/A BROADWAY IMAGING LLC 500 W BROADWAY MISSOULA MT 59802 522405971 MEDICAL IMAGING MT NA N/A CALIFORNIA LABORATORY ASSOCIATES LLC 501 BUENA VISTA BURBANK CA 91505 273888692 OUTPATIENT LAB CA NA N/A CENTER FOR SPECIALTY SURGERY LLC 11782 SW BARNES RD PORTLAND OR 97225 263638838 AMBULATORY SURG OR NA N/A CLACKAMAS RADIATION ONCOLOGY CENTER LLC 4400 NE HALSEY ST BLDG II 495 PORTLAND OR 97213 260381897 RADIATION ONCOL OR NA N/A CTR FOR MED IMAGING-BRIDGEPORT LLC 4400 NE HALSEY 495 PORTLAND OR 97213 260796953 IMAGING DIAG. OR NA N/A CTR FOR MED IMAGING-TANASBOURNE LLC 4400 NE HALSEY 495 PORTLAND OR 97213 200477972 IMAGING DIAG. OR NA N/A GREATER VALLEY MEDICAL BUILDING LP 501 S BUENA VISTA ST BURBANK CA 91505 954570858 REAL ESTATE - MOB CA NA N/A MINOR & JAMES MEDICAL PLLC 515 MINOR AVENUE 200 SEATTLE WA 98104 911340223 PHYSICIAN CLINIC WA NA N/A MOUNTAINSTAR CLINICAL LABORATORIES LLC 611 N PERRY SPOKANE WA 99202 261345983 OUTPATIENT LAB MT NA N/A OREGON ADVANCED IMAGING LLC 881 OHARE PARKWAY MEDFORD OR 97504 450471748 MEDICAL IMAGING OR NA N/A OREGON OUTPATIENT SURGERY CENTER 7300 SW CHILDS RD TIGARD OR 97224 223883387 AMBULATORY SURG OR NA N/A PACLAB LLC 611 N PERRY SPOKANE SPOKANE WA 99202 911743952 OUTPATIENT LAB WA NA N/A PATHOLOGY ASSOCIATES MEDICAL LABORATORIE 611 N PERRY SPOKANE SPOKANE WA 99202 270943279 OUTPATIENT LAB WA NA N/A PETCT IMAGING AT SWEDISH CANCER INSTITU 1221 MADISON STREET SEATTLE WA 98104 203132044 MEDICAL IMAGING WA NA N/A PORTLAND MEDICAL IMAGING LLC 4400 NE HALSEY PORTLAND OR 97213 201054971 IMAGING DIAG. OR NA N/A PROV RADIATION ONCOLOGY DEVELOP ASSN 4400 NE HALSEY PORTLAND OR 97213 260682491 REAL ESTATE - MOB OR NA N/A PROVIDENCE IMAGING CENTER 3340 PROVIDENCE DRIVE ANCHORAGE AK 99508 920118807 MEDICAL IMAGING AK NA N/A PROVIDENCE PARTNERS FOR HEALTH LLC 501 S BUENA VISTA ST BURBANK CA 91505 454041798 CLIN QUALITY/INT CA NA N/A PROVIDENCE SURGERY CENTER LLC 902 N ORANGE ST MISSOULA MT 59802 841401625 AMBULATORY SURG MT NA N/A PROVIDENCESILVERTON REHAB LLC 4400 NE HALSEY 425 PORTLAND OR 97213 481287267 REHAB SERVICES OR NA N/A PROVIDENCEUSP SANTA CLARITA GP LLC 11550 INDIAN HILLS ROAD MISSION HILLS CA 91345 202829660 AMBULATORY SURG CA NA N/A PROVIDENCEUSP SURGERY CTRS LLC 11550 INDIAN HILLS ROAD MISSION HILLS CA 91345 200905938 AMBULATORY SURG CA NA N/A SOUTHERN IDAHO REGIONAL LABORATORY LLC 611 N PERRY SPOKANE SPOKANE WA 99202 820511819 OUTPATIENT LAB ID NA N/A THE MADISON SPOKANE INN LLC 15 WEST ROCKWOOD BLVD SPOKANE WA 99204 841606484 HOTEL SERVICES WA NA N/A TRI-CITIES LABORATORY LLC 611 N PERRY SPOKANE WA 99202 911773986 OUTPATIENT LAB WA NA N/A HCSA PROPERTIES LLC 1600 M STREET NW AUBURN WA 98001 460620892 REAL ESTATE RENT WA NA N/A PHS Investment Trust Hedge Fund Portfoli 1801 Lind Avenue SW No 9016 Renton WA 98057 472293255 INVESTMENTS WA NA N/A PHS Investment Trust Bank Loans Portfoli 1801 Lind Avenue SW No 9016 Renton WA 98057 472357735 INVESTMENTS WA NA N/A PHS Investment Transition Portfolio 1801 Lind Avenue SW No 9016 Renton WA 98057 472279711 INVESTMENTS WA NA N/A PHS Investment Trust Risk Parity Portfol 1801 Lind Avenue SW No 9016 Renton WA 98057 472336377 INVESTMENTS WA NA N/A PHS Investment Trust Long Treasuries Por 1801 Lind Avenue SW No 9016 Renton WA 98057 472385238 INVESTMENTS WA NA N/A PHS Investment Trust MLP Portfolio 1801 Lind Avenue SW No 9016 Renton WA 98057 472367538 INVESTMENTS WA NA N/A PHS Investment Trust Relative Value Port 1801 Lind Avenue SW No 9016 Renton WA 98057 472314743 INVESTMENTS WA NA N/A PHS Investment Trust TIPS Portfolio 1801 Lind Avenue SW No 9016 Renton WA 98057 472402609 INVESTMENTS WA NA N/A PHS Investment Trust Public Equity Portf 1801 Lind Avenue SW No 9016 Renton WA 98057 472283974 INVESTMENTS WA NA N/A PHS Investment Trust LDI Portfolio 1801 Lind Avenue SW No 9016 Renton WA 98057 472392060 INVESTMENTS WA NA N/A PHS Investment Trust Public Debt Portfol 1801 Lind Avenue SW No 9016 Renton WA 98057 472353569 INVESTMENTS WA NA N/A PHS Investment Trust Tactical Trading Po 1801 Lind Avenue SW No 9016 Renton WA 98057 472327491 INVESTMENTS WA NA N/A PHS Investment Trust Commodities Portfol 1801 Lind Avenue SW No 9016 Renton WA 98057 472269004 INVESTMENTS WA NA N/A PHS Investment Trust 2015 Private Assets 1801 Lind Avenue SW No 9016 Renton WA 98057 473393740 INVESTMENTS WA NA N/A PHS Investment Trust Short Term Investme 1801 Lind Avenue SW No 9016 Renton WA 98057 812701056 INVESTMENTS WA NA N/A PHS Investment Trust 2016 Private Assets 1801 Lind Avenue SW No 9016 Renton WA 98057 811532735 INVESTMENTS WA NA N/A PHS Investment Trust 2016 Private Real E 1801 Lind Avenue SW No 9016 Renton WA 98057 812960145 INVESTMENTS WA NA N/A LSC REAL PROPERTY LLC 2301 QUAKER AVENUE LUBBOCK TX 79410 474646059 REAL ESTATE TX NA N/A CALIFORNIA SPECIALTY SURGERY CENTER LP 26371 CROWN VALLEY PARKWAY MISSION VIEJO CA 92691 330939003 HEALTHCARE CA NA N/A AMERICAN UNITY GROUP LTD 90 PITTS BAY ROAD PEMBROKE BD HM08 CAPTIVE INSURANCE BD NA C-CORP COASTAL MANAGEMENT SERVICES ORGANIZATION 1 HOAG DRIVE BOX 6100 NEWPORT BEACH CA 92658 330676831 HEALTHCARE CA HMHP C-CORP 0 0 1.00000 true DATU HEALTH INC AND SUBSIDIARIES 16150 MAIN CIRCLE DR SUITE 250 CHESTERFIELD MO 63017 463070062 IT SVCS DE NA C-CORP HOAG MANAGEMENT SERVICES INC 1 HOAG DRIVE BOX 6100 NEWPORT BEACH CA 92658 330731587 HEALTHCARE CA HMHP C-CORP 0 0 1.00000 true LUBBOCK METHODIST HOSP PRACTICE MGMT 2107 OXFORD STREET STE 300 LUBBOCK TX 79410 752578995 INACTIVE TX NA C-CORP LUBBOCK METHODIST HOSPITAL SVCS PO BOX 1201 LUBBOCK TX 79410 752118585 HEALTHCARE TX NA C-CORP MISSION VIEJO MEDICAL VENTURES 27800 MEDICAL CENTER RD MISSION VIEJO CA 92691 330212905 HEALTHCARE CA NA C-CORP ST JOSEPH HEALTH 3345 MICHELSON DRIVE SUITE 100 IRVINE CA 92612 462340232 HOLDING COMPANY CA NA C-CORP ST JOSEPH HEALTH SOURCE INC 3345 MICHELSON DRIVE SUITE 100 IRVINE CA 92612 461900168 HEALTHCARE CA NA C-CORP ST JOSEPH PROF SVCS ENTERPRSES INC 3345 MICHELSON DRIVE SUITE 100 IRVINE CA 92612 330155323 HEALTHCARE CA NA C-CORP OPHIE HEALTHCARE SERVICES INC 3345 MICHELSON DRIVE SUITE 100 IRVINE CA 92612 271002825 HEALTHCARE CA NA C-CORP PROVIDENCE HEALTH VENTURES INC 4101 TORRANCE BLVD TORRANCE CA 90503 330122216 INVESTMENT CA NA C-CORP CARON HEALTH CORPORATION 510 W FRONT ST MISSOULA MT 59802 810486082 MED PHYS SVCS MT NA C-CORP PROVIDENCE HEALTH CARE VENTURES INC 101 W 8TH AVE TAF C-9 SPOKANE WA 99204 900155714 CLIN/MED LAB WA NA C-CORP PROVIDENCE PHYSICIAN SERVICES CO 101 W 8TH AVE TAF C-9 SPOKANE WA 99204 911216033 CLIN/MED LAB WA NA C-CORP YAKIMA MEDICAL ARTS INC 611 N PERRY 100 SPOKANE WA 99202 910787963 RENT REAL ESTATE WA NA C-CORP BOURGET HEALTH SERVICES INC PO BOX 2687 SPOKANE WA 99220 911354431 CLIN/MED LAB WA NA C-CORP 1221 MADISON STREET OWNERS ASSOC 747 BROADWAY SEATTLE WA 98122 201954319 OWNERS' ASSOC. WA NA C-CORP WESTERN HEALTHCONNECT VENTURES INC 1801 LIND AVE SW 9016 RENTON WA 98057 800953654 INVESTMENTS WA NA C-CORP PHN HOLDINGS 20555 EARL STREET TORRANCE CA 90503 461814184 STRAT PLAN SVCS CA NA C-CORP PROVIDENCE HEALTH NETWORK 20555 EARL STREET TORRANCE CA 90503 800886966 PREPAID HEALTH CA NA C-CORP PIONEER INNOVATIONS INC 800 5TH AVE 10TH FLOOR SEATTLE WA 98104 364818191 HEALTH INNOVATNS WA NA C-CORP VINSERRA INC 1328 22ND STREET SANTA MONICA CA 90403 953943315 INVESTMENTS CA NA C-CORP true true true false false false false false false true false true true false false true true false false HOAG ORTHOPEDIC INSTITUTE L 20725157 ACCRUAL HOAG HOSPITAL FOUNDATION C 19034510 ACRRUAL HOAG HOSPITAL FOUNDATION A 525562 ACCRUAL COASTAL MANAGEMENT SERVICE ORGANIZATION L 94365 ACCRUAL HOAG HOSPITAL FOUNDATION L 90000 ACCRUAL NEWPORT IMAGING CENTER L 50163 ACCRUAL ST JOSEPH HERITAGE HEALTHCARE L 22035500 ACCRUAL ST JOSEPH HERITAGE HEALTHCARE J 4311658 ACCRUAL ST JOSEPH HERITAGE HEALTHCARE B 14405063 ACCRUAL SCHEDULE R, PART III IDENTIFICATION 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. ORANGE STREET, MISSOULA, MT 59802 PROVIDENCE/SILVERTON REHAB, LLC EIN: 48-1287267 ADDRESS: 4400 NE HALSEY #425, PORTLAND, OR 97213 PROVIDENCE/USP SANTA CLARITA GP LLC EIN: 20-2829660 ADDRESS: 11550 INDIAN HILLS ROAD #160, MISSION HILLS, CA 91345 PROVIDENCE/USP SURGERY CENTERS., LLC EIN: 20-0905938 ADDRESS: 11550 INDIAN HILLS ROAD #160, MISSION HILLS, CA 91345 SOUTHERN IDAHO REGIONAL LABORATORY, LLC EIN: 82-0511819 ADDRESS: 611 N. PERRY, SPOKANE, WA 99202 THE MADISON SPOKANE INN, LLC EIN: 84-1606484 ADDRESS: 15 WEST ROCKWOOD BLVD, SPOKANE, WA 99204 TRI-CITIES LABORATORY, LLC EIN: 91-1773986 ADDRESS: 611 N. PERRY, SPOKANE, WA 99202 HCSA PROPERTIES LLC EIN: 46-0620892 ADDRESS: 1600 M STREET NW, AUBURN, WA 98001 PHS INVESTMENT TRUST HEDGE FUND PORTFOLIO EIN: 47-2293255 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST BANK LOANS PORTFOLIO EIN: 47-2357735 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRANSITION PORTFOLIO EIN: 47-2279711 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST RISK PARITY PORTFOLIO EIN: 47-2336377 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST LONG TREASURIES PORTFOLIO EIN: 47-2385238 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST MLP PORTFOLIO EIN: 47-2367538 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST RELATIVE VALUE PORTFOLIO EIN: 47-2314743 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST TIPS PORTFOLIO EIN: 47-2402609 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST PUBLIC EQUITY PORTFOLIO EIN: 47-2283974 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST LDI PORTFOLIO EIN: 47-2392060 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST PUBLIC DEBT PORTFOLIO EIN: 47-2353569 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST TACTICAL TRADING PORTFOLIO EIN: 47-2327491 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST COMMODITIES PORTFOLIO EIN: 47-2269004 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST 2015 PRIVATE ASSETS PORTFOLIO EIN: 47-3393740 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST SHORT TERM INVESTMENT PORTFOLIO EIN: 81-2701056 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST 2016 PRIVATE ASSETS PORTFOLIO EIN: 81-1532735 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 PHS INVESTMENT TRUST 2016 PRIVATE REAL ESTATE PORTFOLIO EIN: 81-2960145 ADDRESS: 1801 LIND AVENUE SW, #9016, RENTON, WA 98057 LSC REAL PROPERTY, LLC EIN: 47-4646059 ADDRESS: 2301 QUAKER AVE, LUBBOCK, TX 79410 CALIFORNIA SPECIALTY SURGERY CENTER, LP EIN: 33-0939003 ADDRESS: 26371 CROWN VALLEY PARKWAY, MISSION VIEJO, CA 92691