ST JOSEPH HEALTH SYSTEM: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: ST JOSEPH HEALTH SYSTEM (EIN 95-3589356)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-15
IRS object ID: 201701359349309745
Schema version: 2015v3.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-15T14:53:00-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	953589356	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HEALTH SYSTEM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JO ANN ESCASA-HAIGH	InCareOfNm
Business Name Control	STJO	BusinessNameControlTxt
Phone	9493814000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3345 MICHELSON DRIVE STE 100	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JO ANN ESCASA-HAIGH	PersonNm
Person Title	EVP Chief Financial	PersonTitleTxt
Phone	9493814000	PhoneNum
Signature	2017-05-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KARA ADAMS	PreparerPersonNm
PTIN	P00023315	PTIN
Phone	9497942300	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANNETTE WALKER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3345 MICHELSON DRIVE STE 100	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$449,083,835	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STJHS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1981	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	WE ARE COMMITTED TO EXTENDING THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	1992	TotalEmployeeCnt
Total Volunteers	77	TotalVolunteersCnt
Total Gross UBI	$203,562	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$647	CYContributionsGrantsAmt
PY Program Service Revenue	$371,687,835	PYProgramServiceRevenueAmt
CY Program Service Revenue	$420,552,088	CYProgramServiceRevenueAmt
PY Investment Income	$13,377,698	PYInvestmentIncomeAmt
CY Investment Income	$6,193,269	CYInvestmentIncomeAmt
PY Other Revenue	$8,597,362	PYOtherRevenueAmt
CY Other Revenue	$22,337,831	CYOtherRevenueAmt
PY Total Revenue	$393,662,895	PYTotalRevenueAmt
CY Total Revenue	$449,083,835	CYTotalRevenueAmt
PY Grants And Similar Paid	$945,281	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$497,310	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$213,385,066	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$260,713,443	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$605,562	CYTotalFundraisingExpenseAmt
PY Other Expenses	$256,165,060	PYOtherExpensesAmt
CY Other Expenses	$297,424,236	CYOtherExpensesAmt
PY Total Expenses	$470,495,407	PYTotalExpensesAmt
CY Total Expenses	$558,634,989	CYTotalExpensesAmt
PY Revenues Less Expenses	-$76,832,512	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$109,551,154	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,814,650,000	TotalAssetsBOYAmt
Total Assets EOY	$2,833,634,568	TotalAssetsEOYAmt
Total Liabilities BOY	$2,739,258,426	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,867,069,513	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$75,391,574	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$33,434,945	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	Yes (true)	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$352,235,813	ExpenseAmt
Grant	$497,310	GrantAmt
Revenue	$399,998,662	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$29,505,011	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$42,687,695	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$381,740,824	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	2834	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1992	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JO ANN ESCASA-HAIGH	PersonNm
Phone	9493814000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3345 MICHELSON DR STE 100	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
WALTER W NOCE BILL
BOARD TRUSTEE/CHAIRMAN	5.0	0.0	Yes (X)	$50,203	$0	$0
FR THOMAS KOPFENSTEINER
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	0.0	Yes (X)	$30,000	$0	$0
RICHARD BLAIR
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	0.0	Yes (X)	$32,382	$0	$0
MARY LYONS PHD
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	0.0	Yes (X)	$30,000	$0	$0
KEITH MARTON MD
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	0.0	Yes (X)	$30,000	$0	$0
HENRY WALKER
BOARD TRUSTEE/VICE-CHAIR	12.0	0.0	Yes (X)	$35,089	$0	$0
EDWARD E DOLEJSI NED
BOARD TRUSTEE	2.0	0.0	Yes (X)	$25,209	$0	$0
JOHN O MUDD
BOARD TRUSTEE	2.0	0.0	Yes (X)	$25,000	$0	$0
NICHOLAS WITTNER
BOARD TRUSTEE	2.0	0.0	Yes (X)	$31,934	$0	$0
PHOEBE YANG
BOARD TRUSTEE	2.0	0.0	Yes (X)	$25,000	$0	$0
SR DIANE HEJNA
BOARD TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
SR JAYNE HELMLINGER
BOARD TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
SR PHYLLIS HUGHES
BOARD TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
DEBORAH PROCTOR
BOARD TRUSTEE/SYSTEM CEO PT YR	50.0	0.0	Yes (X)	$2,259,199	$0	$28,611	Yes (X)
ANNETTE WALKER
SYSTEM CEO (PART YEAR)	50.0	4.0		$960,096	$0	$52,380	Yes (X)
JO ANN ESCASA-HAIGH
EVP, CHIEF FINANCIAL OFFICER	50.0	2.0		$848,677	$0	$36,701	Yes (X)
SR MARIAN SCHUBERT
EVP, MISSION INTEGRATION	50.0	9.0		$0	$0	$0	Yes (X)
SHANNON DWYER
EVP, GENERAL COUNSEL	50.0	0.0		$880,623	$0	$45,299	Yes (X)
DARRIN MONTALVO
PRESIDENT, INTEGRATED SERVICES	50.0	4.0		$1,586,275	$0	$58,705		Yes (X)
RICHARD AFABLE
REG EVP, SOUTHERN CA	0.0	54.0		$1,279,774	$0	$36,583		Yes (X)
KEVIN KLOCKENGA
REG EVP, NORTHERN CA	0.0	55.0		$1,021,111	$0	$33,602		Yes (X)
RICHARD PARKS
REG EVP, W. TEXAS/E. NM	0.0	56.0		$1,161,939	$0	$27,863		Yes (X)
STEVEN MOREAU
CEO, SJO		52.0		$923,167	$0	$27,754		Yes (X)
LEE PENROSE
CEO, SJMC	0.0	52.0		$936,538	$0	$46,236		Yes (X)
KENNETH MCFARLAND
CEO, MHRMC	0.0	50.0		$810,893	$0	$53,149		Yes (X)
ROBERT BRAITHWAITE
CEO, HOAG	0.0	54.0		$924,406	$0	$44,406		Yes (X)
CLARENCE BURKE
CEO, HERITAGE	0.0	50.0		$900,832	$0	$36,951		Yes (X)
TODD SALNAS
CEO, SONOMA COUNTY	0.0	54.0		$650,942	$0	$50,791		Yes (X)
TROY THIBODEAUX
CEO, COVENANT (PART YEAR)	0.0	50.0		$0	$995,108	$10,667		Yes (X)
WALTER CATHEY
CEO, COVENANT (PART YEAR)	0.0	50.0		$0	$452,431	$40,055		Yes (X)
WILLIAM RUSSELL
SVP, CHIEF INFO OFFICER	50.0	0.0		$705,091	$0	$38,052		Yes (X)
ALAN GARRETT
CEO, SMMC	0.0	52.0		$797,307	$0	$48,356			Yes (X)
DAVID O'BRIEN
CEO, HUMBOLDT COUNTY	0.0	54.0		$692,274	$0	$42,772			Yes (X)
JAMES WATSON
SVP, MINISTRY INTEGRITY	50.0	4.0		$720,505	$0	$55,849			Yes (X)
JOLINE TREANOR
SVP, HUMAN RESOURCES	50.0	2.0		$652,844	$0	$21,768			Yes (X)
MICHAEL MARINO
SVP, CHIEF MED INFO OFFICER	50.0	0.0		$619,475	$0	$15,955			Yes (X)
JEFF THIES
VP, LEADERSHIP INST (FMR OFCR)	0.0	0.0		$427,031	$0	$31,823				Yes (X)
RYAN FAULKNER
SVP HR (FMR KEY EMPLOYEE)	0.0	0.0		$246,392	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$20,320,208	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,447,539	TotReportableCompRltdOrgAmt
Total Other Compensation	$884,328	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	350	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
DELOITTE CONSULTING LLP
PO BOX 844717	DALLAS	TX	75284	PROFESSIONAL SVCS	$8,506,706
TRIAGE CONSULTING GROUP
221 MAIN ST STE 1100	SAN FRANCISCO	CA	94105	COLLECTION SERVICES	$6,288,875
WRIGHT CONTRACTING INC
PO BOX 1270	SANTA ROSA	CA	95402	CONSTRUCTION SERVICE	$4,819,477
DUNN TEINERT A JOINT VENTURE
1001 LOCUST ST	KANSAS CITY	MO	64106	CONSTRUCTION SERVICE	$4,219,228
HIMFORMATICS LLC
1579 MONROE DRIVE NE	ATLANTA	GA	30324	CONSTRUCTION SERVICE	$2,753,112

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	90	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$647	AllOtherContributionsAmt
Total Contributions	$647	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
PATIENT SERVICES REVENUE	621110	$42,661,108	$42,661,108	$0	$0
SUPPORT AND SERVICE REVENUE	561110	$293,285,488	$293,285,488	$0	$0
COLLECTION SERVICE REVENUE	561110	$83,234,984	$83,234,984	$0	$0
MANAGEMENT FEES FROM EXEMPT ORGS	561110	$1,370,508	$1,370,508	$0	$0

Field	Value	IRS element (for citing)
Total Program Service Revenue	$420,552,088	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,193,269	TotalRevenueColumnAmt
Exclusion	$6,193,269	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
SETTLEMENT/REIMBURSEMENT	561110	$9,985,299	$9,985,299	$0	$0
REBATE/REFUND	561110	$7,512,486	$7,512,486	$0	$0
ALL OTHER REVENUE	900099	$4,840,046	$4,636,484	$203,562	$0

Field	Value	IRS element (for citing)
Other Revenue Total	$22,337,831	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$449,083,835	TotalRevenueColumnAmt
Related Or Exempt Func Income	$442,686,357	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$203,562	UnrelatedBusinessRevenueAmt
Exclusion	$6,193,269	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$497,310	TotalAmt
Program Services	$497,310	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$16,530,185	TotalAmt
Program Services	$8,556,971	ProgramServicesAmt
Management And General	$7,973,214	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$437,803	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$437,803	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$162,149,339	TotalAmt
Program Services	$111,974,279	ProgramServicesAmt
Management And General	$49,799,204	ManagementAndGeneralAmt
Fundraising	$375,856	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,516,365	TotalAmt
Program Services	$4,225,597	ProgramServicesAmt
Management And General	$3,250,644	ManagementAndGeneralAmt
Fundraising	$40,124	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$62,576,077	TotalAmt
Program Services	$53,951,653	ProgramServicesAmt
Management And General	$8,556,791	ManagementAndGeneralAmt
Fundraising	$67,633	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,503,674	TotalAmt
Program Services	$8,338,144	ProgramServicesAmt
Management And General	$3,142,245	ManagementAndGeneralAmt
Fundraising	$23,285	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,883,850	TotalAmt
Program Services	$562,394	ProgramServicesAmt
Management And General	$3,321,456	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$3,065,362	TotalAmt
Program Services	$202,640	ProgramServicesAmt
Management And General	$2,862,722	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$365,445	TotalAmt
Program Services	$365,445	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$101,745,678	TotalAmt
Program Services	$38,778,731	ProgramServicesAmt
Management And General	$62,936,079	ManagementAndGeneralAmt
Fundraising	$30,868	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$6,540	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$6,540	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,576,963	TotalAmt
Program Services	$1,820,486	ProgramServicesAmt
Management And General	$1,755,416	ManagementAndGeneralAmt
Fundraising	$1,061	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$72,891,636	TotalAmt
Program Services	$72,704,838	ProgramServicesAmt
Management And General	$186,798	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,208,748	TotalAmt
Program Services	$7,938,185	ProgramServicesAmt
Management And General	$3,270,185	ManagementAndGeneralAmt
Fundraising	$378	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$6,492,117	TotalAmt
Program Services	$3,464,791	ProgramServicesAmt
Management And General	$2,989,410	ManagementAndGeneralAmt
Fundraising	$37,916	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$575,862	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$575,862	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,139,783	TotalAmt
Program Services	$4,257,271	ProgramServicesAmt
Management And General	$1,882,512	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$7,836,240	TotalAmt
Program Services	$7,836,240	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$56,574,776	TotalAmt
Program Services	$38,969,489	ProgramServicesAmt
Management And General	$17,605,287	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,074,189	TotalAmt
Program Services	$2,847,288	ProgramServicesAmt
Management And General	$226,901	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DUES & SUBSCRIPTIONS	$3,870,731	$1,739,610	$2,113,003	$18,118
RECRUITING	$121,284	$107,143	$14,141	$0
DME/PHARMACEUT/MED SUPPLIES	$5,199,285	$5,199,285	$0	$0
ALL OTHER EXPENSES	$10,795,747	$7,403,034	$3,382,390	$10,323

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$558,634,989	TotalAmt
Program Services	$381,740,824	ProgramServicesAmt
Management And General	$176,288,603	ManagementAndGeneralAmt
Fundraising	$605,562	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

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

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$41,114,321	BOYAmt
EOY	$33,854,261	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$13,211,334	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$219,031	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$31,477,066	BOYAmt
EOY	$36,547,668	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$484,755,304	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$117,114,837	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$314,408,264	BOYAmt
EOY	$367,640,467	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$205,783,289	BOYAmt
EOY	$126,550,357	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$48,900,596	BOYAmt
EOY	$87,697,143	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$35,421,000	BOYAmt
EOY	$57,671,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,137,545,464	BOYAmt
EOY	$2,110,243,307	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,814,650,000	BOYAmt
EOY	$2,833,634,568	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$238,533,647	BOYAmt
EOY	$272,607,851	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,089,666,879	BOYAmt
EOY	$2,042,522,653	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$268,042,804	BOYAmt
EOY	$325,196,526	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$143,015,096	BOYAmt
EOY	$226,742,483	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,739,258,426	BOYAmt
EOY	$2,867,069,513	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$75,259,760	BOYAmt
EOY	-$33,497,387	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$131,814	BOYAmt
EOY	$62,442	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$75,391,574	BOYAmt
EOY	-$33,434,945	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,814,650,000	BOYAmt
EOY	$2,833,634,568	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$109,551,154	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$9,489,563	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$10,214,198	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HEALTH MINISTRY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	271666576	EIN
Organization Type	1	OrganizationTypeCd
Governing Document Listed	Yes (true)	GoverningDocumentListedInd
Support	$0	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	false	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	Yes (true)	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	Yes (true)	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (true)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	Yes (true)	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE A, PART I, LINE 11G, COLUMN VI	ST. JOSEPH HEALTH SYSTEM (SJHS) GOVERNS AND MANAGES A HEALTH CARE SYSTEM COMPRISED OF CHARITABLE HOSPITALS AND OTHER CHARITABLE HEALTH PROGRAMS TO CARRY OUT THE MISSION AND PHILOSOPHY OF HEALTH CARE OF ITS FOUNDING SPONSOR, THE SISTERS OF ST. JOSEPH OF ORANGE, IN ACCORDANCE WITH ITS SUPPORTED ORGANIZATION, ST. JOSEPH HEALTH MINISTRY (SJHM), AND THE ETHICAL PRINCIPLES OF THE ROMAN CATHOLIC CHURCH. SJHS PROVIDES GUIDANCE, CONSULTATION AND, IN SOME CASES, CENTRAL MANAGEMENT AND ADMINISTRATIVE STAFF SERVICES TO EACH HOSPITAL WITHIN THE HEALTH CARE SYSTEM.
SCHEDULE A, PART IV, SECTION A, LINE 1	ST. JOSEPH HEALTH SYSTEM'S (SJHS) SUPPORTED ORGANIZATION, ST. JOSEPH HEALTH MINISTRY (SJHM), IS NOT LISTED BY NAME IN THE ORGANIZATIONS GOVERNING DOCUMENTS; HOWEVER, SJHS INSTEAD DESIGNATES ITS SUPPORTED ORGANIZATION BY PURPOSE. THE STATED PURPOSE IN THE GOVERNING DOCUMENTS OF SJHS IS TO ADVANCE, PROMOTE AND COORDINATE A HEALTH CARE SYSTEM COMPRISED OF RELIGIOUS AND CHARITABLE HOSPITALS AND OTHER RELIGIOUS AND CHARITABLE HEALTH PROGRAMS OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH OF ORANGE, A RELIGIOUS ORDER OF THE ROMAN CATHOLIC CHURCH. SJHM, THE SUPPORTED ORGANIZATION, IS AN INTEGRATED AUXILIARY OF THE SISTERS OF ST. JOSEPH OF ORANGE.
SCHEDULE A, PART IV, SECTION A, LINE 2	ST. JOSEPH HEALTH MINISTRY (SJHM) IS AN INTEGRATED AUXILIARY OF THE SISTERS OF ST. JOSEPH OF ORANGE, A RELIGIOUS ORDER OF THE ROMAN CATHOLIC CHURCH, WITH ITS MOTHERHOUSE IN ORANGE, CALIFORNIA. THE PURPOSE OF THIS ORGANIZATION IS TO: A. CARRY OUT THE HEALING MINISTRY OF JESUS CHRIST IN THE CHURCH THROUGH THE OWNERSHIP, MANAGEMENT AND GOVERNANCE OF HEALTH CARE FACILITIES, PROGRAMS AND SERVICES INTENDED TO IMPROVE THE HEALTH OF INDIVIDUALS AND THE COMMUNITIES SERVED; B. CONDUCT ITS ACTIVITIES IN A MANNER CONSISTENT WITH THE TEACHINGS AND LAWS OF THE ROMAN CATHOLIC CHURCH; C. ADHERE TO THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE SERVICES AS APPROVED BY THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, AS APPLIED BY THE DIOCESAN BISHOP AND AS AMENDED FROM TIME TO TIME, AS WELL AS BY ANY GUIDING PRINCIPLES WHICH MAY BE GIVEN BY THE CORPORATE MEMBERS; AND D. SEEK OPPORTUNITIES FOR CO-MINISTRY WITH OTHER RELIGIOUS ORGANIZATIONS WHICH HAVE A LIKE PURPOSE OF ESTABLISHING HEALTH CARE SYSTEMS WITH A CHRISTIAN DIMENSION. SJHM IS INCLUDED IN THE GROUP RULING ISSUED TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS BY THE IRS (GROUP EXEMPTION NUMBER 0928), WHICH EXEMPTS THE FOLLOWING FROM INCOME TAX UNDER IRC SECTION 501(C)(3): THE AGENCIES AND INSTRUMENTALITIES AND THE EDUCATIONAL, CHARITABLE, AND RELIGIOUS INSTITUTIONS OPERATED, SUPERVISED OR CONTROLLED BY OR IN CONNECTION WITH THE ROMAN CATHOLIC CHURCH IN THE UNITED STATES, ITS TERRITORIES OR POSSESSIONS APPEARING IN THE OFFICIAL CATHOLIC DIRECTORY. SJHM IS LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AND IS THEREBY EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). AS A RESULT OF THE GROUP RULING, SJHM DOES NOT HAVE A DETERMINATION LETTER FROM THE IRS.
SCHEDULE A, PART IV, SECTION A, LINE 6	THE MISSION, AND PRIMARY ACTIVITIES, OF ST. JOSEPH HEALTH SYSTEM (SJHS) IS TO GOVERN AND MANAGE A HEALTH CARE SYSTEM COMPRISED OF CHARITABLE HOSPITALS AND OTHER CHARITABLE HEALTH PROGRAMS TO CARRY OUT THE MISSION AND PHILOSOPHY OF HEALTH CARE OF ITS FOUNDING SPONSOR, THE SISTERS OF ST. JOSEPH OF ORANGE, IN ACCORDANCE WITH ITS SUPPORTED ORGANIZATION, ST. JOSEPH HEALTH MINISTRY (SJHM OR THE SPONSOR) AND THE ETHICAL PRINCIPLES OF THE ROMAN CATHOLIC CHURCH. SEE ADDITIONAL INFORMATION IN SCHEDULE A, PART IV, SECTION B, QUESTION 2 REGARDING HOW SJHS CARRIED OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATION BY PROVIDING SUPPORT TO ALL OF THE HEALTH MINISTRIES WITHIN ST. JOSEPH HEALTH. ST. JOSEPH HEALTH SYSTEM (SJHS) RECOGNIZES THAT THE HEALTH OF ANY COMMUNITY DEPENDS ON THE MAINTENANCE AND CREATION OF STRONG STRUCTURES - BOTH PHYSICAL AND SOCIAL - WHICH CONTRIBUTE TO THE LONG-TERM WELL-BEING OF PEOPLE. THE PHILOSOPHY INSPIRED THE INITIATION OF THE COMMUNITY INVESTMENT FUND (THE CIF) - AN EFFORT TO SUPPORT ORGANIZATIONS THAT PROMOTE THE COMMON GOOD. THE CIF PROVIDES CAPITAL IN THE FORM OF LOANS, DEPOSITS, OR OTHER SUPPORT TO NONPROFIT 501(C)(3) ENTITIES TO PROMOTE A SOCIAL GOOD AND THE DEVELOPMENT OF HEALTHIER COMMUNITIES. THESE LOANS ENABLE COMMUNITY ORGANIZATIONS TO ACHIEVE THEIR FULL POTENTIAL AND PLAY A MAJOR ROLE IN THE REGENERATION OF THEIR COMMUNITIES. SJHS MAKES AVAILABLE THE GREATER OF TWO PERCENT OF ITS LONG TERM INVESTMENTS OR $50 MILLION TO THE CIF. AS OF JUNE 30, 2016, SJHS INVESTED $ 11.2M IN THE CIF. THERE WERE 20 LOW-INCOME ACTIVE INVESTMENTS MANAGED BY THE SJHS TREASURY DEPARTMENT. INVESTMENTS INCLUDE LOW INTEREST LOANS, LINES OF CREDIT AND CD COLLATORAL. SOME OF THE PROGRAMS SUPPORTED THROUGH THE CIF INCLUDE: AFFORDABLE HOUSING, ECONOMIC DEVELOPMENT INITIATIVES, SOCIAL SERVICE PROGRAMS, SUPPORT FOR FOOD BANKS AND OTHER DIRECT SERVICES, JOB EXPANSION PROGRAMS, SCHOOL AND EDUCATIONAL PROGRAMS. PARTICIPATING NON-PROFIT ORGANIZATIONS INCLUDED: CALIFORNIA PARENTING INSTITUTE COC SOCIETY OF ST. VINCENT DE PAUL CONCERN AMERICA OUR LADY OF GRACE CATHOLIC CHURCH WEST SIDE MISSIONARY BAPTIST CHURCH NORTHERN CALIFORNIA COMMUNITY LOAN FUND HANDS TOGETHER - A CENTER FOR CHILDREN HOMES, INC. ILLUMINATION FOUNDATION LATINO HEALTH ACCESS MERCY HOUSING FUND PARTNERS FOR THE COMMON GOOD, INC. RURAL COMMUNITY ASSISTANCE CORPORATION SELF SHARE OUR SELVES TALLER SAN JOSE THINK TOGETHER
SCHEDULE A, PART IV, SECTION B, LINE 2	THE MISSION OF ST. JOSEPH HEALTH SYSTEM (SJHS) IS TO GOVERN AND MANAGE A HEALTH CARE SYSTEM COMPRISED OF CHARTABLE HOSPITALS AND OTHER CHARITABLE HEALTH PROGRAMS TO CARRY OUT THE MISSION AND PHILOSOPHY OF HEALTH CARE OF ITS FOUNDING SPONSOR, THE SISTERS OF ST. JOSEPH OR ORANGE, IN ACCORDANCE WITH ITS SUPPORTED ORGANIZATION, ST. JOSEPH HEALTH MINISTRY (SJHM), AND THE ETHICAL PRINCIPLES OF THE ROMAN CATHOLIC CHURCH. SJHS ALSO ASSURES THE CONTINUED DEVELOPMENT AND QUALITY OF EACH HOSPITAL AND OF EACH HEALTH PROGRAM WITHIN THE HEALTH CARE SYSTEM BY PROVIDING GUIDANCE, CONSULTATION AND, IN SOME CASES, CENTRAL MANAGEMENT AND ADMINISTRATIVE STAFF SERVICES. THE HOSPITAL MINISTRIES ARE ESTABLISHED FOR THE PURPOSE OF DELIVERING HEALTH SERVICES TO THE PEOPLE IN THE COMMUNITIES WE SERVE (NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, WEST TEXAS AND EAST NEW MEXICO). THESE SERVICES INCLUDE INPATIENT AND OUTPATIENT CARE, EDUCATIONAL PROGRAMS, RESEARCH ACTIVITIES AND PARTICIPATION IN OTHER ACTIVITIES DESIGNED TO PROMOTE THE GENERAL HEALTH, REHABIITATION AND SOCIAL NEEDS OF THE COMMUNITY. PROVIDING SUCH BENEFIT TO THE HOSPITAL MINISTRIES ALSO CARRIES OUT THE PURPOSE OF SJHSS SUPPORTED ORGANIZATION, SJHM.

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Media Advertisements	$0	MediaAdvertisementsAmt
Mailings Members	Yes (true)	MailingsMembersInd
Mailings Members	$6,179	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Publications Or Broadcast	$0	PublicationsOrBroadcastAmt
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Grants Other Organizations	$0	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$4,119	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Rallies Demonstrations	$0	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$365,445	OtherActivitiesAmt
Total Lobbying Expenditures	$375,743	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B	FormAndLineReferenceDesc
Explanation	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 ST. JOSEPH HEALTH SYSTEM.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$11,230,000	OtherCostOrOtherBasisAmt
Book Value	$11,230,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$17,200,049	OtherCostOrOtherBasisAmt
Depreciation	$7,850,192	DepreciationAmt
Book Value	$9,349,857	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$28,051,154	OtherCostOrOtherBasisAmt
Depreciation	$10,911,409	DepreciationAmt
Book Value	$17,139,745	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$291,768,864	OtherCostOrOtherBasisAmt
Depreciation	$98,353,236	DepreciationAmt
Book Value	$193,415,628	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$136,505,237	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$136,505,237	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$367,640,467	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
INTERCO REC - TAX-EXEMPT BONDS	$1,837,887,577
INTERCOMPANY RECEIVABLES	$120,835,343
OTHER ASSETS	$151,520,387

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,110,243,307	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
SWAP VALUATION	$156,157,284
RETIREE HEALTH PLANS	$19,149,417
ASBESTOS ASSET RETIREMENT LIAB	$5,383,978
OTHER LIABILITIES	$46,051,804

Field	Value	IRS element (for citing)
Total Liability	$226,742,483	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, LINE 2	FormAndLineReferenceDesc
Explanation	CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2016 OR 2015.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt	EmployeeEmployeeCnt
Central America and the Caribbean	Investments	$247,552,725
Central America and the Caribbean	Program Services	$14,241,102	CAPTIVE INSURANCE
Europe (Including Iceland and Greenland)	Program Services	$254,114	LEPUY PILGRIMAGE	43
Central America and the Caribbean	Program Services	$1,600	GUATEMALA & E.S. PILG.	2

Field	Value	IRS element (for citing)
Subtotal Employees	45	SubtotalEmployeesCnt
Total Employee	45	TotalEmployeeCnt
Subtotal Spent	$262,049,541	SubtotalSpentAmt
Total Spent	$262,049,541	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I, LINE 3, COLUMN (F)	FormAndLineReferenceDesc
Explanation	ACCOUNTING METHOD THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN COLUMN (F).	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
AMERICAN HEART ASSOCIATION
PO BOX 50085	PRESCOTT	AZ	863045085	135613797	501(c)(3)	$25,000	PROGRAM SUPPORT
MERCY HOUSING INC
1999 BROADWAY SUITE 1000	Denver	CO	80202	470646706	501(c)(3)	$200,000	PROGRAM SUPPORT
ORANGE CATHOLIC FOUNDATION
13280 CHAPMAN AVENUE	GARDEN GROVE	CA	92840	330934571	501(c)(3)	$80,000	PROGRAM SUPPORT
St Mary Medical Center Foundation
18300 CA-18	Apple Valley	CA	92307	951914489	501(c)(3)	$12,900	PROGRAM SUPPORT
UCI FOUNDATION
100 THEORY SUITE 250	IRVINE	CA	92617	952540177	501(C)(3)	$40,000	PROGRAM SUPPORT
NATIONAL HEALTH FOUNDATION
515 S FIGUEROA ST	LOS ANGELES	CA	90071	237314808	501(C)(3)	$10,000	PROGRAM SUPPORT
MARCH OF DIMES FOUNDATION
2222 MARTIN STREET STE 270	IRVINE	CA	92612	131846366	501(C)(3)	$10,000
GIRL SCOUTS OF ORANGE COUNTY
9500 TOLEDO WAY STE 100	IRVINE	CA	92618	952023244	501(C)(3)	$10,000
SOAR (SUPPORT OUR AGING RELIGIOUS INC)
3025 4TH STREET NE	WASHINGTON DC	DC	20017	521458481	501(C)(3)	$10,000	PROGRAM SUPPORT
NATIONAL KIDNEY FOUNDATION
15490 VENTURA BLVD	SHERMAN OAKS	CA	91403	131673104	501(C)(3)	$20,000	PROGRAM SUPPORT
US FEDERATION SISTERS OF ST JOSEPH
6400 MINNESOTA AVE	ST LOUIS	MO	63111	451519323	501(C)(3)	$25,000	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	11	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS DONATION TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF THE ST. JOSEPH HEALTH SYSTEM. NO FOLLOW UP MONITORING IS CONDUCTED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (24 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DEBORAH PROCTOR
BOARD TRUSTEE/SYSTEM CEO PT YR	$1,267,739	$0	$777,360	$0	$214,100	$0	$18,333	$0	$10,278	$0	$2,287,810	$0	$0	$0
ANNETTE WALKER
SYSTEM CEO (PART YEAR)	$573,534	$0	$291,881	$0	$94,681	$0	$18,550	$0	$33,830	$0	$1,012,476	$0	$0	$0
JO ANN ESCASA-HAIGH
EVP, CHIEF FINANCIAL OFFICER	$519,385	$0	$262,021	$0	$67,271	$0	$13,250	$0	$23,451	$0	$885,378	$0	$0	$0
SHANNON DWYER
EVP, GENERAL COUNSEL	$529,607	$0	$268,538	$0	$82,478	$0	$21,200	$0	$24,099	$0	$925,922	$0	$0	$0
DARRIN MONTALVO
PRESIDENT, INTEGRATED SERVICES	$774,102	$0	$692,629	$0	$119,544	$0	$23,850	$0	$34,855	$0	$1,644,980	$0	$0	$0
RICHARD AFABLE
REG EVP, SOUTHERN CA	$769,487	$0	$387,619	$0	$122,668	$0	$9,275	$0	$27,308	$0	$1,316,357	$0	$0	$0
KEVIN KLOCKENGA
REG EVP, NORTHERN CA	$626,686	$0	$314,627	$0	$79,798	$0	$13,250	$0	$20,352	$0	$1,054,713	$0	$0	$0
RICHARD PARKS
REG EVP, W. TEXAS/E. NM	$726,692	$0	$358,218	$0	$77,029	$0	$10,600	$0	$17,263	$0	$1,189,802	$0	$0	$0
STEVEN MOREAU
CEO, SJO	$606,946	$0	$248,381	$0	$67,840	$0	$10,600	$0	$17,154	$0	$950,921	$0	$0	$0
LEE PENROSE
CEO, SJMC	$576,596	$0	$271,817	$0	$88,125	$0	$21,200	$0	$25,036	$0	$982,774	$0	$0	$0
KENNETH MCFARLAND
CEO, MHRMC	$527,330	$0	$202,684	$0	$80,879	$0	$20,819	$0	$32,330	$0	$864,042	$0	$0	$0
ROBERT BRAITHWAITE
CEO, HOAG	$585,526	$0	$279,782	$0	$59,098	$0	$9,551	$0	$34,855	$0	$968,812	$0	$0	$0
CLARENCE BURKE
CEO, HERITAGE	$541,602	$0	$271,969	$0	$87,261	$0	$20,974	$0	$15,977	$0	$937,783	$0	$0	$0
TODD SALNAS
CEO, SONOMA COUNTY	$403,846	$0	$199,653	$0	$47,443	$0	$13,250	$0	$37,541	$0	$701,733	$0	$0	$0
TROY THIBODEAUX
CEO, COVENANT (PART YEAR)	$0	$197,099	$0	$225,265	$0	$572,744	$0	$7,909	$0	$2,758	$0	$1,005,775	$0	$0
WALTER CATHEY
CEO, COVENANT (PART YEAR)	$0	$306,956	$0	$103,057	$0	$42,418	$0	$18,221	$0	$21,834	$0	$492,486	$0	$0
WILLIAM RUSSELL
SVP, CHIEF INFO OFFICER	$452,458	$0	$206,619	$0	$46,014	$0	$10,600	$0	$27,452	$0	$743,143	$0	$0	$0
ALAN GARRETT
CEO, SMMC	$501,614	$0	$221,973	$0	$73,720	$0	$23,850	$0	$24,506	$0	$845,663	$0	$0	$0
DAVID O'BRIEN
CEO, HUMBOLDT COUNTY	$425,145	$0	$200,374	$0	$66,755	$0	$16,228	$0	$26,544	$0	$735,046	$0	$0	$0
JAMES WATSON
SVP, MINISTRY INTEGRITY	$446,722	$0	$206,201	$0	$67,582	$0	$21,200	$0	$34,649	$0	$776,354	$0	$0	$0
JOLINE TREANOR
SVP, HUMAN RESOURCES	$428,962	$0	$185,825	$0	$38,057	$0	$8,975	$0	$12,793	$0	$674,612	$0	$0	$0
MICHAEL MARINO
SVP, CHIEF MED INFO OFFICER	$398,587	$0	$171,878	$0	$49,010	$0	$13,250	$0	$2,705	$0	$635,430	$0	$0	$0
JEFF THIES
VP, LEADERSHIP INST (FMR OFCR)	$189,933	$0	$81,992	$0	$155,106	$0	$9,747	$0	$22,076	$0	$458,854	$0	$0	$0
RYAN FAULKNER
SVP HR (FMR KEY EMPLOYEE)	$0	$0	$0	$0	$246,392	$0	$0	$0	$0	$0	$246,392	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, SCHEDULE J, PART I, LINE 1A	SUPPLEMENTAL COMPENSATION INFORMATION CHARTER TRAVEL THE HEALTH SYSTEM ALLOWS FOR CHARTER TRAVEL ON A LIMITED BASIS FOR CERTAIN EXECUTIVES VISITING THE HEALTH SYSTEMS RURAL HOSPITAL FACILITIES BECAUSE COMMERCIAL TRAVEL TO THE AREA IS LIMITED AND TIME-CONSUMING. TRAVEL FOR COMPANIONS ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. GROSS-UP PAYMENT THE HEALTH SYSTEM GROSSES UP PAYMENTS FOR LIMITED APPROVED EXPENDITURES.
FORM 990, SCHEDULE J, PART I, LINE 4A	THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR: FAULKNER, RYAN - $246,392 THIBODEAUX, TROY - $555,908 THIES, JEFF - $63,427
FORM 990, SCHEDULE J, PART I, LINE 4B	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. EXECUTIVES PREVIOUSLY PARTICIPATED IN ANOTHER NON-QUALIFIED DEFERRED COMPENSATION PLAN THAT WAS FROZEN EFFECTIVE DECEMBER 2007, AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED. THIS FROZEN PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. NO EMPLOYEES RECEIVED 457(F) PAYMENTS DURING THE YEAR.
FORM 990, SCHEDULE J, PART I, LINE 7	A PORTION OF EXECUTIVE SALARIES ARE PLACED AT-RISK AND ARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE STRATEGIC OBJECTIVES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CALIFORNIA STATEWIDE COMMUNITIES DEV AUTH 2007
A	680164610	130795SA6	2008-03-24	$494,550,000	SEE SCHEDULE K, PART VI	false	false	false
LUBBOCK HEALTH FACILITIES DEVELOPMENT CORP 2008A
B	521313557	549208DZ6	2008-05-15	$51,500,000	SEE SCHEDULE K, PART VI	false	false	false
LUBBOCK HEALTH FACILITIES DEVELOPMENT CORP 2008B
C	521313557	549208EM4	2008-06-19	$105,385,000	SEE SCHEDULE K, PART VI	false	false	false
CALIFORNIA HEALTH FACILITIES FINANCING AUTH 2009
D	521643828	13033LCN5	2009-08-27	$426,930,280	SEE SCHEDULE K, PART VI	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$39,525,000	$0	$503,314,075	$0	$1,965,796	$0	$3,420,712	$7,471,224	$0	$417,563,109	$0	$0	2008	Yes (true)	false	Yes (true)	Yes (true)
B	$10,775,000	$0	$51,500,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	2004	Yes (true)	false	Yes (true)	Yes (true)
C	$46,410,000	$0	$105,385,000	$0	$0	$0	$602,023	$1,035,827	$0	$0	$0	$0	1998	Yes (true)	false	Yes (true)	Yes (true)
D	$40,735,000	$0	$426,930,280	$0	$0	$0	$4,480,280	$0	$0	$180,000,000	$0	$0	2009	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00917	0.00229	0.01146	false	false	false	Yes (true)
B							0						Yes (true)
C							0						Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00057	0.00166	0.00223	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd
0
A	false	false	Yes (true)	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
MORGAN STANLEY SVCS
C	false	false	false	Yes (true)	Yes (true)	Yes (true)	false	0	false	Yes (true)	25.	false	Yes (true)
0
D	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE K SUPPLEMENTAL INFORMATION	FormAndLineReferenceDesc
Explanation	DESCRIPTION OF PURPOSE - CSCDA 2007 (1) PART I, LINE A, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY CERTIFICATES OF PARTICIPATION ORIGINALLY EXECUTED AND DELIVERED ON OCTOBER 22, 1997. IN ADDITION, THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COST OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $255,000,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, QUEEN OF THE VALLEY MEDICAL CENTER, ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL (ORANGE), ST. MARY REGIONAL MEDICAL CENTER AND SANTA ROSA MEMORIAL HOSPITAL. ORIGINAL ISSUANCE ON APRIL 18, 2007 WITH CUSIP 130795CX3, CONVERTED ON MARCH 24, 2008. DESCRIPTION OF PURPOSE - LHFDC 2008A (1) PART I, LINE B, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JUNE 30, 2000. ORIGINAL ISSUANCE ON MAY 15, 2008 WITH CUSIP 549208DX1, CONVERTED AUGUST 27, 2009. DESCRIPTION OF PURPOSE - LHFDC 2008B (1) PART I, LINE C, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON DECEMBER 1, 1998. ORIGINAL ISSUANCE ON JUNE 19, 2008 WITH CUSIP 549208D49, CONVERTED JULY 14, 2011. DESCRIPTION OF PURPOSE - CHFFA 2009 (1) PART I, LINE D, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF THE 2009A BONDS ARE TO BE USED TO FUND CERTAIN COST OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $180,000,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, ST. JOSEPH HOSPITAL OF EUREKA, AND ST. JUDE MEDICAL CENTER. ORIGINAL ISSUE DATE ON AUGUST 27, 2009 WITH ORIGINAL CUSIP 13033LCA3. IN ADDITION, THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JANUARY 29, 2004 WITH ORIGINAL CUSIP 130911VQ0 & REFUNDED ON MAY 15, 2008 WITH CUSIP 130795TU1 & REFUNDED AGAIN ON AUGUST 27, 2009 WITH CUSIP 133033LCN5. DESCRIPTION OF PURPOSE - CHFFA 2011 (2) PART I, LINE A, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF THE 2011A-D BONDS ARE TO BE USED TO FUND CERTAIN COST OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $302,110,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: QUEEN OF THE VALLEY MEDICAL CENTER, ST. JOSEPH HOSPITAL OF EUREKA, ST. JOSEPH HOSPITAL, ORANGE AND ST. JUDE MEDICAL CENTER. ORIGINAL ISSUE DATE WAS ON JULY 14, 2011. DESCRIPTION OF PURPOSE - CHFFA 2013 (2) PART I, LINE B, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF THE 2013A-D BONDS ARE TO BE USED TO FUND CERTAIN COST OF ISSUANCE, REFINANCING OF OUTSTANDING INDEBTEDNESS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $110,684,400. PROCEEDS TO BE UTILIZED FOR CERTAIN COST OF ACQUISITION, CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: HOAG HOSPITAL NEWPORT BEACH, ST. JOSEPH HOSPITAL, ORANGE, ST. JUDE MEDICAL CENTER, ST. MARY MEDICAL CENTER, SANTA ROSA MEMORIAL HOSPITAL AND ST. JOSEPH HOSPITAL OF EUREKA. ORIGINAL ISSUE DATE WAS JULY 24, 2013. SCHEDULE K, PART IV, LINE 2C (1) CSCDA 2007 (BOND A) REBATE COMPUTATION PREPARED MAY 12, 2009 FOR THE PERIOD ENDING APRIL 18, 2009 SHOWING NO REBATE DUE. (1) LHFDC 2008A (BOND B) REBATE COMPUTATION PREPARED AUGUST 12, 2010 FOR THE PERIOD ENDING JUNE 30, 2010 SHOWING NO REBATE DUE. (1) LHFDC 2008B (BOND C) REBATE COMPUTATION PREPARED JULY 23, 2008 FOR THE PERIOD ENDING JULY 1, 2008 SHOWING NO REBATE DUE. (1) CHFFA 2009 (BOND D) REBATE COMPUTATION PREPARED JANUARY 12, 2015 FOR THE PERIOD ENDING AUGUST 27, 2014 SHOWING NO REBATE DUE. (2) CHFFA 2011 (BOND A) REBATE COMPUTATION PREPARED NOVEMBER 17, 2014 FOR THE PERIOD ENDING JULY 14, 2014 SHOWING NO REBATE DUE. (2) CHFFA 2013 (BOND B) REBATE COMPUTATION PREPARED DECEMBER 11, 2014 FOR THE PERIOD ENDING JULY 1, 2014 SHOWING NO REBATE DUE.	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CALIFORNIA HEALTH FACILITIES FINANCING AUTH 2011
A	521643828	13033LPE1	2011-07-14	$302,110,000	SEE SCHEDULE K, PART VI	false	false	false
CALIFORNIA HEALTH FACILITIES FINANCING AUTH 2013
B	521643828	13033LY76	2013-07-24	$654,840,000	SEE SCHEDULE K, PART VI	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$302,620,996	$0	$0	$0	$1,567,553	$542,447	$0	$301,053,443	$0	$0	2013	false	false	false	Yes (true)
B	$0	$0	$654,840,000	$0	$833	$200,013,231	$5,057,223	$0	$0	$110,684,400	$0	$0	2014	Yes (true)	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00033	0.00098	0.00132	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00866	0.00028	0.00894	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	Yes (true)	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1	ORGANIZATION'S MISSION WE ARE COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. FORM 990, PART III, LINES 2 AND 4B NEW PROGRAM SERVICE ACCOMPLISHMENTS HOME HEALTH AGENCY HOME HEALTH AGENCY (HHA) OFFERS SPECIALIZED SERVICES FOR THE COMMUNITYS ADULT POPULATION WHO REQUIRE INTERMITTENT CARE IN THEIR HOME FOR A VARIETY OF NEEDS, WITH PROGRAMS FOR CONGESTIVE HEART FAILURE, FALL RISK, PALLIATIVE CARE, WOUND CARE, CHEMOTHERAPY, MEDICATION AND PAIN MANAGEMENT, POST-SURGICAL ASSESSMENT, AND REHAB THERAPY. HOME CARE SERVICES HOME CARE SERVICES (HCS) OFFERS ALL OF THE SERVICES ABOVE, INCLUDING HOSPICE AND INFUSION PHARMACY SERVICES. THE MULTIDISCIPLINARY HOSPICE TEAM PROVIDES AN INDIVIDUAL PLAN OF CARE TO MANAGE PAIN AND OTHER SYMPTOMS, ASSIST WITH PERSONAL CARE, TELEPHONE ACCESS TO A NURSE 24-HOURS A DAY, COUNSELING, SPIRITUAL ASSESSMENT AND SUPPORT, DURABLE MEDICAL EQUIPMENT AND MEDICAL SUPPLIES TO ENSURE PATIENT COMFORT AND SAFETY, VOLUNTEERS FOR RESPITE, COMPANIONSHIP, BEREAVEMENT SUPPORT FOR FAMILY MEMBERS, AND A PERINATAL COMFORT CARE PROGRAM. INFUSION PHARMACY PROVIDES STERILE MEDICATIONS AND TUBE FEEDING PRODUCTS AND SUPPLIES SO PATIENTS CAN MANAGE THEIR ILLNESS IN THE COMFORT OF THEIR HOME.
FORM 990, PART III, LINE 4A	PROGRAM SERVICE ACCOMPLISHMENTS REALIZING OUR MISSION ST. JOSEPH HEALTH SYSTEM (SJHS) HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 25 YEARS. SERVING THE COMMUNITIES OF NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA AND WEST TEXAS/EASTERN NEW MEXICO, SJHS SUPPORTS OVER 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, SKILLED NURSING FACILITIES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. THE SYSTEM OFFICE, LOCATED IN IRVINE, CALIFORNIA, IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORSMINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBLITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH MINISTRY. PROGRAM SERVICE ACCOMPLISHMENTS: SJHS PROVIDES KEY COMMUNITY BENEFIT STRATEGIC SUPPORT TO ITS MINISTRIES ON COMMUNITY BENEFIT PLANNING, COMMUNITY HEALTH NEEDS ASSESSMENTS, AND INTERNAL AND EXTERNAL REPORTING. THIS WORK IS ACCOMPLISHED IN PARTNERSHIP WITH VARIOUS KEY SYSTEM OFFICE DEPARTMENTS, INCLUDING ADVOCACY, COMMUNITY OUTREACH, LEGAL AND STRATEGIC SERVICES. SEE ALSO SCHEDULE A, PART VI. COMMUNITY BENEFIT OPERATIONS SJHS ALSO PROVIDES KEY COMMUNITY BENEFIT STRATEGIC SUPPORT TO ITS MINISTRIES ON COMMUNITY BENEFIT PLANNING, COMMUNITY HEALTH NEEDS ASSESSMENTS, AND INTERNAL AND EXTERNAL REPORTING. THIS WORK IS ACCOMPLISHED IN PARTNERSHIP WITH VARIOUS KEY SYSTEM OFFICE DEPARTMENTS INCLUDING ADVOCACY, COMMUNITY OUTREACH, LEGAL AND STRATEGIC SERVICES. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH, PLEASE VISIT WWW.STJHS.ORG.
FORM 990, PART V, LINE 1A	ST. JOSEPH HEALTH SYSTEM PAYS ALL VENDORS ON BEHALF OF ITS MINISTRY ENTITIES THROUGH ITS SHARED SERVICES AND THEREFORE ISSUES THE RELATED FORM 1099-MISC UNDER ITS TAX IDENTIFICATION NUMBER. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS ST. JOSEPH HEALTH MINISTRY IS THE SOLE CORPORATE MEMBER ST. JOSEPH HEALTH SYSTEM.
FORM 990, PART VI, LINE 7A	CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS ST. JOSEPH HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH ST. JOSEPH HEALTH MINISTRY AS ITS SPONSOR RESERVES THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM BOARD AFTER A COLLABORATIVE AND INCLUSIVE RECRUITMENT AND SELECTION PROCESS. THE SISTERS OF ST. JOSEPH OF ORANGE, AS THE FOUNDING SPONSOR OF ST. JOSEPH HEALTH SYSTEM, APPOINTS MEMBERS OF ST. JOSEPH HEALTH MINISTRY.
FORM 990, PART VI, LINE 7B	DECISIONS REQUIRING APPROVAL AND TYPE OF VOTING RIGHTS THE CORPORATE MEMBER, ST. JOSEPH HEALTH MINISTRY, RESERVES THE RIGHT TO APPROVE THE PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS.
FORM 990, PART VI, LINE 11B	PROCESS TO REVIEW 990 THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AND WAS REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD AT THE APRIL 2017 MEETING. DURING THE AUDIT AND COMPLIANCE COMMITTEE MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE AUDIT AND COMPLIANCE COMMITTEE CHAIR THEN PROVIDED A SUMMARY AT THE FULL BOARD MEETING.
FORM 990, PART VI, LINE 12C	PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT IN CONNECTION WITH THAT INDIVIDUAL SATISFYING THEIR FIDUCIARY OBLIGATIONS TO THE ORGANIZATION. DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WITH GUIDANCE FROM THE ST. JOSEPH HEALTH SYSTEM CHIEF COMPLIANCE OFFICER (CCO), THE CHIEF EXECUTIVE AND/OR THE GOVERNING BOARD CHAIRPERSON, AS APPROPRIATE, CONSIDERS THE MATTER INITIALLY. IF THE MATTER CANNOT BE RESOLVED AT THAT LEVEL, THE MATTER IS ESCALATED TO THE CCO. THE CCO, IN CONSULTATION WITH THE ST. JOSEPH HEALTH SYSTEM GENERAL COUNSEL, REVIEWS THE MATTER AND PRESENTS RECOMMENDATIONS TO THE GOVERNING BOARD AND/OR BOARD COMMITTEE, AS APPROPRIATE, FOR DISCUSSION AND VOTE. THE INDIVIDUAL WHOSE POTENTIAL CONFLICT IS BEING REVIEWED MAY BE REQUESTED TO BE PRESENT DURING ANY MEETING IN WHICH THE BOARD OR BOARD COMMITTEE CONDUCTS ITS EVALUATION BUT SHALL BE EXCUSED FOR ANY DISCUSSION OR VOTE. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE CCO. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE CCO, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE.
FORM 990, PART VI, LINES 15A & 15B	PROCESS FOR DETERMINING COMPENSATION EXECUTIVE COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE REVIEWS COMPARABILITY DATA PREPARED FOR AND COMPILED BY THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE, A COMMITTEE OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES COMPRISED OF INDEPENDENT MEMBERS. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE ACTS IN ACCORDANCE WITH A COMMITTEE CHARTER APPROVED BY THE ST. JOSEPH HEATLH SYSTEM BOARD OF TRUSTEES AND AN EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER DIRECTS THE ST. JOSEPH HEALTH SYSTEM 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 ST. JOSEPH HEALTH SYSTEM 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 FOR PROFIT AND NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. ST. JOSEPH HEALTH SYSTEM PROVIDES COMPENSATION TO ITS EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO ENSURE COMPENSATION PHILOSOPHY ADHERENCE AND GENERAL FAIR MARKET VALUE COMPENSATION, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA AND ENGAGES LEGAL COUNSEL AND CONSULTING SUPPORT, AS NEEDED. THEY USE THIS INFORMATION TO SUPPORT ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE, MEETS AT LEAST 3 TIMES A YEAR AND TAKES ACTION IN EXECUTIVE SESSION. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. A FULL COMPENSATION REVIEW IS CONDUCTED ON A BIENNIAL BASIS AND THE LAST REVIEW WAS PERFORMED IN JUNE 2016. DURING THE YEAR, THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE REVIEWED AND APPROVED ANY CHANGES IN COMPENSATION FOR KEY EXECUTIVES PREDICATED ON THE ANALYSIS AND RECOMMENDATION BY AN INDEPENDENT THIRD PARTY CONSULTNG FIRM WITH EXPERTISE IN HEALTHCARE EXECUTIVE COMPENSATION. IN ADDITION, ANNUAL INCENTIVE AWARDS ARE REVIEWED AND APPROVED PRIOR TO PAYMENT CONSISTENT WITH THE MOST RECENT COMPENSATION BIENNIAL REVIEW AND IN ACCORDANCE WITH THE PLAN DOCUMENT. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES WHICH ARE SUBSEQUENTLY APPROVED AT THE COMMITTEE MEETING.
FORM 990, PART VI, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE.
FORM 990, PART IX, LINE 25, COLUMN (D)	FUNDRAISING EXPENSES FUNDRAISING EXPENSES INCLUDE SALARY AND RELATED EXPENSES FOR EMPLOYEES WHO RAISE FUNDS ON BEHALF OF AFFILIATED HOSPITALS. FUNDRAISING EXPENSES INCURRED ARE FOR THE SUPPORT OF THE ENTIRE HEALTH SYSTEM AND HELP TO GENERATE CONTRIBUTIONS AT THE HOSPITAL MINISTRIES.
FORM 990, PART XI, LINE 9	OTHER CHANGES IN NET ASSETS EQUITY TRANSFER $ 98,913,632 CHANGE IN FMV OF SWAP AGREEMENT $(55,092,976) INVESTMENT IN SUBS $(32,019,165) RETIREE HEALTH VALUATION ADJUSTMENT $ (4,425,386) INTERCOMPANY TRANSFER - UNIHEALTH $ 64,045 NET ASSET RECLASSIFICATION $ (62,442) NET OTHER ADJUSTMENTS $ 2,836,490 ------------- TOTAL $ 10,214,198
FORM 990 PART IX LINE 11G	DESCRIPTION:COLLECTION AGENCIES TOTAL FEES:12364417
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING SERVICES TOTAL FEES:20451522
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACT LABOR TOTAL FEES:5314688
FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED SERVICES TOTAL FEES:63615051

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
REVENUE CYCLE SERVICES LLC
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	272109314	HEALTHCARE	CA	$83,253,858	$1,034,746	SJHS
EN VIE LLC
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	800772390	HEALTHCARE	DE			SJHS
NEWPORT ST JOSEPH INVESTMENTS LLC
19540 JAMBOREE ROAD STE 400	IRVINE	CA	92612	461675867	INVESTMENTS	CA			SJHS
ST JOSEPH HEALTH SYSTEM HOME CARE SVCS
1845 W ORANGEWOOD AVE STE 100	ORANGE	CA	928682012	330307672	HOME HEALTH	CA	$12,500,014	$37,529,739	SJHS
ST JOSEPH HEALTH SYSTEM HEALTH AGENCY
1845 W ORANGEWOOD AVE STE 200	ORANGE	CA	928682012	330282945	HOME HEALTH	CA	$6,301,022	$7,045,844	SJHS

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
COVENANT HEALTH NETWORK INC
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	461259908	HEALTHCARE	CA	501(C)(3)	11,III	SJHS	Yes (true)
COVENANT ACO
3615 19TH STREET	LUBBOCK	TX	79410	611573313	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes (true)
COVENANT HEALTH SYSTEM
3615 19TH STREET	LUBBOCK	TX	79410	752765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes (true)
COVENANT HEALTH SYSTEM FOUNDATION
3623 22ND PLACE	LUBBOCK	TX	79410	752897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
COVENANT MEDICAL GROUP
3420 22ND PLACE	LUBBOCK	TX	79410	752743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
COVENANT HEALTH PARTNERS
3615 19TH STREET	LUBBOCK	TX	79410	463516417	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes (true)
HOAG CHARITY SPORTS
330 PLACENTIA AVE	NEWPORT BEACH	CA	92663	452982422	SUPPORT	CA	501(C)(3)	7	HHF	Yes (true)
HOAG HOSPITAL FOUNDATION
330 PLACENTIA AVE	NEWPORT BEACH	CA	92663	953222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	Yes (true)
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1 HOAG ROAD BOX 6100	NEWPORT BEACH	CA	92663	951643327	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
HOME CARE PARTNERS
1165 MONTGOMERY DR	SANTA ROSA	CA	95405	680318656	INACTIVE	CA	501(C)(3)	3	SRMH	Yes (true)
HOSPICE OF LUBBOCK
3702 21ST STREET	LUBBOCK	TX	79410	752133781	HEALTHCARE	TX	501(C)(3)	9	CHS	Yes (true)
LUBBOCK METHODIST HOSPITAL FOUNDATION
3615 19TH STREET	LUBBOCK	TX	79410	752220963	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
METHODIST CHILDREN'S HOSPITAL
4015 22ND STREET	LUBBOCK	TX	79410	752428911	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
METHODIST HOSPITAL LEVELLAND
1900 COLLEGE AVENUE	LEVELLAND	TX	79336	752246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
METHODIST HOSPITAL PLAINVIEW
2601 DIMMITT ROAD	PLAINVIEW	TX	79072	752426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
MISSION HOSPITAL REGIONAL MEDICAL CTR
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	951643360	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREET	NAPA	CA	94558	941243669	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
REDWOOD MEMORIAL FOUNDATION
3300 RENNER DRIVE	FORTUNA	CA	95540	942779313	HEALTHCARE	CA	501(C)(3)	7	RMH	Yes (true)
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DRIVE	FORTUNA	CA	95540	941384665	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DR	SANTA ROSA	CA	95405	941231005	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
SISTERS OF ST JOSEPH OF ORANGE
480 S BATAVIA	ORANGE	CA	92868	951643383	RELIGIOUS ORG	CA	501(C)(3)	1	NA	false
SRM ALLIANCE HOSPITAL SERVICES (PVH)
400 NORTH MCDOWELL BLVD	PETALUMA	CA	94954	680395200	HEALTHCARE	CA	501(C)(3)	3	SRMH	Yes (true)
ST JOSEPH HEALTH MINISTRY
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	271666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO	false
ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	330143024	HEALTHCARE	CA	501(C)(3)	7	SJHS	Yes (true)
ST JOSEPH HOME CARE NETWORK
1111 SONOMA STE 308	SANTA ROSA	CA	95405	680331084	HEALTHCARE	CA	501(C)(3)	9	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREET	EUREKA	CA	95501	941156596	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVE	ORANGE	CA	92868	951643359	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST JUDE HOSPITAL YORBA LINDA
200 WEST CENTER ST PROMENADE	ANAHEIM	CA	92805	330185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JUDE HOSPITAL INC
101 EAST VALENCIA MESA DRIVE	FULLERTON	CA	92635	951643324	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST MARY MEDICAL CENTER
18300 HIGHWAY 18	APPLE VALLEY	CA	92307	951914489	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST MARY OF THE PLAINS HOSPITAL FDN
4000 24TH STREET	LUBBOCK	TX	79410	751653181	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
TALLER SAN JOSE
801 NORTH BROADWAY	SANTA ANA	CA	92701	593816355	WORK DEVELOPM	CA	501(C)(3)	2	SSJO	Yes (true)
HMTS INC
1 HOAG DRIVE	NEWPORT BEACH	CA	92658	453583707	HEALTHCARE	CA	501(C)(3)	11,I	HMHP	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	EINEIN
COVENANT LONG-TERM CARE LP
4000 24TH STREET	Lubbock	TX	79410	HEALTHCARE	TX	CHS	false	false
HERITAGE INVESTMENT GROUP
500 S MAIN STREET STE 1000	ORANGE	CA	92868	INVESTMENTS	CA	PSE	false	false
HOAG ORTHOPEDIC INSTITUTE
1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	HEALTHCARE	CA	HMHP	false	false
LUBBOCK SURGERY CENTER LTD
4000 24TH STREET	LUBBOCK	TX	79410	HEALTHCARE	TX	CHS	false	false
METHODIST DIAGNOSTIC IMAGING
4005 24TH STREET	LUBBOCK	TX	79410	HEALTHCARE	TX	LMHSI	false	false
MISSION AMBULATORY SURGICENTER
27800 MEDICAL CENTER ROAD STE 362	MISSION VIEJO	CA	92691	HEALTHCARE	CA	MHRMC	false	false
NEWPORT IMAGING CENTER
360 SAN MIGUEL	NEWPORT BEACH	CA	92660	HEALTHCARE	CA	HMHP	false	false
SHA LLC
12940 NORTH HIGHWAY 183	AUSTIN	TX	78750	HEALTHCARE	TX	LHMSI	false	false
ST JOSEPH PHYSICIAN VENTURES
1100 WEST STEWART DRIVE	ORANGE	CA	92868	REAL ESTATE	CA	SJO	false	false
ST JOSEPH HLTH SYS HOME CARE
1845 W ORANGEWOOD AVE STE 100	ORANGE	CA	92868	HOME HEALTH	CA	SJHS	false	Yes (true)	RELATED	$177,811	$0	0.99000
ST JOSEPH HLTH SYS HOME HLTH
1845 W ORANGEWOOD AVE STE 100	ORANGE	CA	92868	HOME HEALTH	CA	SJHS	false	Yes (true)	RELATED	-$260,518	$0	0.99000
THE INNOVATION INSTITUTE
1 CENTERPOINTE DRIVE SUITE 200	LA PALMA	CA	90623	HEALTHCARE	DE	SJH SOURCE	false	false
NORTH BAY ENDOSCOPY CENTER
1383 N MCDOWELL BLVD SUITE 110	PETALUMA	CA	94954	HEALTHCARE	CA	SRMH	false	false
MISSION VIEJO PHYS PARTNERS I LLC
				HEALTHCARE	CA	MHRMC	false	false					471559873
ADVANCED SURGERY INSTITUTE LLC
				HEALTHCARE	CA	SRMH	false	false					262299255

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd
AMERICAN UNITY GROUP LTD
90 PITTS BAY ROAD	PEMBROKE	BD	HM08	CAPTIVE INSURANCE	BD	SJHS	C-CORP	$15,370,999	$101,501,935	1.00000	Yes (true)
COASTAL MANAGEMENT SERVICES ORGANIZATION
				HEALTHCARE		HMHP	C-CORP				false	1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330676831	CA
DATU HEALTH INC
				IT SVCS		SJHS	C-CORP	-$682,597	$7,315,824	1.00000	Yes (true)	16150 MAIN CIRCLE DR SUITE 250	CHESTERFIELD	MO	63017	463070062	DE
HOAG MANAGEMENT SERVICES INC
				HEALTHCARE		HMHP	C-CORP				false	1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330731587	CA
LUBBOCK METHODIST HOSP PRACTICE MGMT
				INACTIVE		CHS	C-CORP				false	2107 OXFORD STREET STE 300	LUBBOCK	TX	79410	752578995	TX
LUBBOCK METHODIST HOSPITAL SVCS
				HEALTHCARE		CHS	C-CORP				false	PO BOX 1201	LUBBOCK	TX	79410	752118585	TX
MISSION VIEJO MEDICAL VENTURES
				HEALTHCARE		MHRMC	C-CORP				false	27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330212905	CA
ST JOSEPH HEALTH
				HOLDING COMPANY		SJHS	C-CORP	$0	$0	1.00000	Yes (true)	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	462340232	CA
ST JOSEPH HEALTH SOURCE INC
				HEALTHCARE		SJHS	C-CORP	$1,928,138	$28,254,271	1.00000	Yes (true)	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	461900168	CA
ST JOSEPH PROF SVCS ENTERPRISES INC
				HEALTHCARE		SJHS	C-CORP	$3,900,646	$25,879,925	1.00000	Yes (true)	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	330155323	CA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (35 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ST JOSEPH HOSPITAL OF ORANGE
Q	$122,116,963	ACCRUAL
ST JOSEPH HOSPITAL OF ORANGE
S	$2,662,810	ACCRUAL
ST JOSEPH HOSPITAL OF ORANGE
P	$522,099	ACCRUAL
ST JUDE HOSPITAL INC
Q	$116,376,181	ACCRUAL
ST JUDE HOSPITAL INC
S	$1,967,914	ACCRUAL
ST JUDE HOSPITAL INC
P	$463,752	ACCRUAL
ST MARY MEDICAL CENTER
Q	$52,600,400	ACCRUAL
ST MARY MEDICAL CENTER
S	$1,654,585	ACCRUAL
ST MARY MEDICAL CENTER
P	$4,364,913	ACCRUAL
QUEEN OF THE VALLEY MEDICAL CENTER
Q	$44,817,242	ACCRUAL
QUEEN OF THE VALLEY MEDICAL CENTER
S	$962,137	ACCRUAL
SANTA ROSA MEMORIAL HOSPITAL
Q	$64,529,800	ACCRUAL
SANTA ROSA MEMORIAL HOSPITAL
S	$1,081,549	ACCRUAL
ST JOSEPH HOSPITAL OF EUREKA
Q	$29,717,701	ACCRUAL
ST JOSEPH HOSPITAL OF EUREKA
S	$742,663	ACCRUAL
REDWOOD MEMORIAL HOSPITAL
Q	$4,720,894	ACCRUAL
REDWOOD MEMORIAL HOSPITAL
S	$198,325	ACCRUAL
COVENANT HEALTH SYSTEM
Q	$170,094,718	ACCRUAL
COVENANT HEALTH SYSTEM
S	$2,371,896	ACCRUAL
COVENANT HEALTH SYSTEM
P	$11,338,220	ACCRUAL
MISSION HOSPITAL REGIONAL MEDICAL CENTER
Q	$99,857,111	ACCRUAL
MISSION HOSPITAL REGIONAL MEDICAL CENTER
S	$2,757,358	ACCRUAL
MISSION HOSPITAL REGIONAL MEDICAL CENTER
P	$822,788	ACCRUAL
SRM ALLIANCE HOSPITAL SERVICES
Q	$10,806,456	ACCRUAL
SRM ALLIANCE HOSPITAL SERVICES
S	$337,904	ACCRUAL
AMERICAN UNITY GROUP LTD
Q	$11,957,141	ACCRUAL
AMERICAN UNITY GROUP LTD
R	$15,611,603	ACCRUAL
ST JUDE HOSPITAL YORBA LINDA
Q	$38,931,519	ACCRUAL
ST JUDE HOSPITAL YORBA LINDA
S	$2,793,740	ACCRUAL
ST JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY
Q	$1,616,858	ACCRUAL
ST JOSEPH HOME CARE NETWORK
Q	$3,161,033	ACCRUAL
ST JOSEPH HEALTH SYSTEM FOUNDATION
Q	$745,587	ACCRUAL
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Q	$34,756,952	ACCRUAL
DATU HEALTH INC
Q	$408,481	ACCRUAL
MISSION AMBULATORY SURGICAL CENTER
Q	$63,410	ACCRUAL

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART III	FormAndLineReferenceDesc
Explanation	IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP 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 LUBBOCK SURGERY CENTER, LTD EIN: 75-2177401 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE 362, MISSION VIEJO, CA 92691 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 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 100, ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 200 ORANGE, CA 92868-2012 THE INNOVATION INSTITUTE EIN: 90-0745066 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD SUITE 110, PETALUMA, CA 94954 MISSION VIEJO PHYSICIAN PARTNERS I, LLC EIN: 47-1559873 ADDRESS: 27700 MEDICAL CENTER ROAD, MISSION VIEJO, CA 92691 ADVANCED SURGERY INSTITUTE, LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404	ExplanationTxt