ST JOSEPH HEALTH SYSTEM FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: ST JOSEPH HEALTH SYSTEM FOUNDATION (EIN 33-0143024)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-15
IRS object ID: 201721359349304832
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 B
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-15T11:28:26-05:00	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	330143024	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HEALTH SYSTEM FOUNDATION	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 DR SUITE 100	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GABRIELA ROBLES	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	9493814000	PhoneNum
Signature	2017-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	INAS RAOUF	PreparerPersonNm
PTIN	P01254678	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

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HLTH COMMUNITY PRTNSP FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	GABRIELA ROBLES	PrincipalOfficerNm

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

Field	Value	IRS element (for citing)
Gross Receipts	$37,174,284	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STJHS.ORG/SJH-PROGRAMS/SJH-FOUNDATION	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1985	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	WE PROVIDE FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELL BEING OF THE POOR, AND UTILIZE THE STRENGTH AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	6	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$30,684,001	PYContributionsGrantsAmt
CY Contributions Grants	$31,651,500	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$7,486,399	PYInvestmentIncomeAmt
CY Investment Income	$5,522,784	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$38,170,400	PYTotalRevenueAmt
CY Total Revenue	$37,174,284	CYTotalRevenueAmt
PY Grants And Similar Paid	$15,742,205	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$21,378,512	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$870,795	PYOtherExpensesAmt
CY Other Expenses	$946,513	CYOtherExpensesAmt
PY Total Expenses	$16,613,000	PYTotalExpensesAmt
CY Total Expenses	$22,325,025	CYTotalExpensesAmt
PY Revenues Less Expenses	$21,557,400	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$14,849,259	CYRevenuesLessExpensesAmt
Total Assets BOY	$132,387,085	TotalAssetsBOYAmt
Total Assets EOY	$141,105,019	TotalAssetsEOYAmt
Total Liabilities BOY	$28,635	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$136,854	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$132,358,450	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$140,968,165	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$21,626,503	ExpenseAmt
Grant	$21,378,512	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$21,626,503	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	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	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	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	Yes (true)	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	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	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	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
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	9	GoverningBodyVotingMembersCnt
Independent Voting Member	6	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	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
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 (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SR MARIAN SCHUBERT
CHAIRPERSON	5.0	54.0	Yes (X)	Yes (X)	$0	$0	$0
JO ANN ESCASA-HAIGH
BOARD MEMBER/CFO-SJHS	4.0	50.0	Yes (X)	Yes (X)	$0	$848,677	$36,701
ANNETTE WALKER
BOARD MEMBER	2.0	52.0	Yes (X)		$0	$960,096	$52,380
DOTTIE ANDREWS
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
JAIME MUNOZ
BOARD MEMBER/SECRETARY	4.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
KATHY HAYES
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
JOSEPH CARRILLO MD
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
AVA STEAFFENS
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
JUDY WAGNER
BOARD MEMBER	2.0	50.0	Yes (X)		$0	$212,813	$15,391
SORA PARK TANJASIRI DRPH
BOARD MEMBER (PART YEAR)	2.0	0.0	Yes (X)		$0	$0	$0
LEAH ERSOYLU
BOARD MEMBER (PART YEAR)	2.0	0.0	Yes (X)		$0	$0	$0
GABRIELA ROBLES
CHIEF EXECUTIVE OFFICER	40.0	0.0		Yes (X)	$0	$249,047	$22,785
DEBORAH PROCTOR
FORMER CEO/CHAIRPESON	0.0	52.0			$0	$2,259,199	$28,611	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$4,529,832	TotReportableCompRltdOrgAmt
Total Other Compensation	$155,868	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$0	FundraisingAmt
Related Organizations	$31,651,500	RelatedOrganizationsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$31,651,500	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,522,784	TotalRevenueColumnAmt
Exclusion	$5,522,784	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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$37,174,284	TotalRevenueColumnAmt
Exclusion	$5,522,784	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	$21,288,512	TotalAmt
Program Services	$21,288,512	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$90,000	TotalAmt
Program Services	$90,000	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	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

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

Pension Plan Contributions PensionPlanContributionsGrp

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

Other Employee Benefits OtherEmployeeBenefitsGrp

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

Payroll Taxes PayrollTaxesGrp

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

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$674,430	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$674,430	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

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

Fees For Services Accounting FeesForServicesAccountingGrp

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

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	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	$220,791	TotalAmt
Program Services	$196,699	ProgramServicesAmt
Management And General	$24,092	ManagementAndGeneralAmt

Advertising AdvertisingGrp

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

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$391	TotalAmt
Program Services	$391	ProgramServicesAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$22,436	TotalAmt
Program Services	$22,436	ProgramServicesAmt
Management And General	$0	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	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$28,465	TotalAmt
Program Services	$28,465	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

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

Interest InterestGrp

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

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

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

Insurance InsuranceGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$22,325,025	TotalAmt
Program Services	$21,626,503	ProgramServicesAmt
Management And General	$698,522	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

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

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,053,743	BOYAmt
EOY	$4,073,339	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	$0	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	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$122,824,385	BOYAmt
EOY	$135,165,794	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,508,957	BOYAmt
EOY	$1,865,886	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$132,387,085	BOYAmt
EOY	$141,105,019	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$28,635	BOYAmt
EOY	$136,854	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	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$28,635	BOYAmt
EOY	$136,854	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$132,338,563	BOYAmt
EOY	$126,428,677	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$19,887	BOYAmt
EOY	$14,539,488	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	$132,358,450	BOYAmt
EOY	$140,968,165	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$132,387,085	BOYAmt
EOY	$141,105,019	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$14,849,259	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$6,239,544	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	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)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,052,895	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,458,900	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,496,900	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$30,674,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,651,500	CurrentTaxYearAmt
Total	$127,334,195	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$21,052,895	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,458,900	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,496,900	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$30,674,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,651,500	CurrentTaxYearAmt
Total	$127,334,195	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$127,334,195	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,689,718	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,861,091	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,566,165	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,486,399	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,522,784	CurrentTaxYearAmt
Total	$29,126,157	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

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

Field	Value	IRS element (for citing)
Total Support	$156,460,352	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.81384	PublicSupportCY170Pct
Public Support PY170	0.80447	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule 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
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp
Other Land Buildings		OtherLandBuildingsGrp
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	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

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa	Grantmaking	$60,000
Central America and the Caribbean	Grantmaking	$30,000

Field	Value	IRS element (for citing)
Subtotal Spent	$90,000	SubtotalSpentAmt
Total Spent	$90,000	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North Africa	ASSIST SYRIAN REFUGEES	$60,000	CHECK
Central America and the Caribbean	DISASTER RELIEF EARTHQUAKE	$30,000	CHECK

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	PROCEDURES FOR MONITORING GRANTS FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS OF THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES.
SCHEDULE F, PART I, LINE 3, COLUMN (F) AND PART II, LINE 1, COLUMN (E)	ORGANIZATION'S METHOD FOR ACCOUNTING FOR GRANTS ST. JOSEPH HEALTH SYSTEM FOUNDATION USES THE ACCRUAL METHOD FOR ACCOUNTING FOR GRANTS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (78 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
NEW HOPE VILLAGE
100 WEST FREDRICKS	BARSTOW	CA	92311	010653116	501(C)(3)	$25,000	EMERGENCY FOOD & SHELTER WELLNESS & PREVENTION GRANT COMMUNITY BUILDING INITIATIVE WELLNESS & PREVENTION GRANT EMERGENCY FOOD & SHELTER EMERGENCY FOOD & SHELTER WELLNESS & PREVENTION GRANT EMERGENCY FOOD & SHELTER EMERGENCY FOOD & SHELTER EMERGENCY FOOD & SHELTER EMERGENCY FOOD & SHELTER EMERGENCY FOOD & SHELTER WELLNESS & PREVENTION GRANT WELLNESS & PREVENTION GRANT WELLNESS & PREVENTION GRANT EMERGENCY FOOD & SHELTER WELLNESS & PREVENTION GRANT COMMUNITY BUILDING INITIATIVE OPERATIONS SUPPORT WELLNESS & PREVENTION GRANT EMERGENCY FOOD & SHELTER EMERGENCY FOOD & SHELTER WELLNESS & PREVENTION GRANT COMMUNITY BUILDING INITIATIVE WELLNESS & PREVENTION GRANT WELLNESS & PREVENTION GRANT DISASTER RELIEF WELLNESS & PREVENTION GRANT COMMUNITY BUILDING INITIATIVE EMERGENCY FOOD & SHELTER WELLNESS & PREVENTION GRANT WELLNESS & PREVENTION GRANT EMERGENCY FOOD & SHELTER WELLNESS & PREVENTION GRANT WELLNESS & PREVENTION GRANT EMERGENCY FOOD & SHELTER WELLNESS & PREVENTION GRANT EMERGENCY FOOD & SH
THE GLOBAL GROUP
2615 CAMINO DEL RIO SOUTH STE 300	SAN DIEGO	CA	92108	202076694	501(C)(3)	$80,000	COMMUNITY BUILDING INITIATIVE
THE OLIN GROUP INC
1505 E 17TH ST STE 101	SANTA ANA	CA	92705	203463134	501(C)(3)	$140,000	WELLNESS & PREVENTION GRANT
GRANDMA'S HOUSE OF HOPE
174 W LINCOLN AVE 541	ANAHEIM	CA	92805	260391438	501(C)(3)	$30,000	EMERGENCY FOOD & SHELTER
CATERINA'S CLUB
887 SOUTH ANAHEIM BLVD	ANAHEIM	TX	92805	300751934	501(C)(3)	$10,000	EMERGENCY FOOD & SHELTER
LA HABRA COMMUNITY COLLABORATIVE
151 E WHITTIER BLVD	LA HABRA	CA	92821	311645363	501(C)(3)	$25,000	WELLNESS & PREVENTION GRANT
SECOND HARVEST FOOD BANK OF ORANGE COUNTY
8014 MARINE WAY	IRVINE	CA	92618	320362611	501(C)(3)	$40,000	EMERGENCY FOOD & SHELTER
FAMILIES FORWARD
9221 IRVINE BLVD	IRVINE	CA	92618	330086043	501(C)(3)	$30,000	EMERGENCY FOOD & SHELTER
FAMILY ASSISTANCE PROGRAM
15075 7TH STREET	VICTORVILLE	CA	92395	330107971	501(C)(3)	$35,000	EMERGENCY FOOD & SHELTER
AIDS SERVICES FOUNDATION ORANGE COUNTY
17982 SKY PARK CIRCLE STE J	IRVINE	CA	92614	330126481	501(C)(3)	$30,000	EMERGENCY FOOD & SHELTER
PATHWAYS OF HOPE
514 WEST AMERIGE AVENUE	FULLERTON	CA	92832	330147739	501(C)(3)	$20,000	EMERGENCY FOOD & SHELTER
ST JUDE HOSPITAL YORBA LINDA
200 W CENTER ST PROMENADE 8TH F	ANAHEIM	CA	92805	330185031	501(C)(3)	$87,875	WELLNESS & PREVENTION GRANT
MARY'S SHELTER
1822 E 17TH STREET	SANTA ANA	CA	92705	330203768	501(C)(3)	$30,000	WELLNESS & PREVENTION GRANT
THOMAS HOUSE TEMPORARY SHELTER
12601 MORNINGSIDE AVE UNIT 6	GARDEN GROVE	CA	92843	330204757	501(C)(3)	$30,000	WELLNESS & PREVENTION GRANT
FRIENDSHIP SHELTER
1335 S COAST HWY	LAGUNA BEACH	CA	92651	330214404	501(C)(3)	$40,000	EMERGENCY FOOD & SHELTER
ORANGE COUNTY COMMUNITY FOUNDATION
4041 MACARTHUR BLVD STE 510	NEWPORT BEACH	CA	92660	330378778	501(C)(3)	$40,000	WELLNESS & PREVENTION GRANT
OC HUMAN RELATIONS
1300 S GRAND AVE BLDG B	SANTA ANA	CA	92705	330438086	501(C)(3)	$100,000	COMMUNITY BUILDING INITIATIVE
FAMILY ASSESSMENT COUNSELING & EDU SVCS
1015 E CHAPMAN AVE STE A	FULLERTON	CA	92831	330560054	501(C)(3)	$10,000	OPERATIONS SUPPORT
LATINO HEALTH ACCESS
450 W 4TH STREET STE 130	SANTA ANA	CA	92701	330562943	501(C)(3)	$25,000	WELLNESS & PREVENTION GRANT
HELPING OTHERS PREPARE FOR ETERNITY
11022 ACACIA PKWY STE C	GARDEN GROVE	CA	92840	330784384	501(C)(3)	$10,000	EMERGENCY FOOD & SHELTER
FAMILY ASSISTANCE MINISTRIES
1030 CALLE NEGOCIO	SAN CLEMENTE	CA	92673	330864870	501(C)(3)	$70,000	EMERGENCY FOOD & SHELTER
THE KENNEDY COMMISSION
17701 COWAN AVE STE 200	IRVINE	CA	92614	330959380	501(C)(3)	$100,000	COMMUNITY BUILDING INITIATIVE
FIT TO BE KIDS
20 EGRET LANE	ALISO VIEJO	CA	92656	453171471	501(C)(3)	$25,000	WELLNESS & PREVENTION GRANT
COMMUNITY HEALTH INITIATIVE
1505 E 17TH STREET STE 121	SANTA ANA	CA	92705	472671013	501(C)(3)	$25,000	WELLNESS & PREVENTION GRANT
PROVIDENCE HEALTH & SERVICES
PO BOX 389672	SEATTLE	WA	98138	510216586	501(C)(3)	$64,228	DISASTER RELIEF
TALLER SAN JOSE
801 NORTH BROADWAY	SANTA ANA	CA	92701	593816355	501(C)(3)	$25,000	WELLNESS & PREVENTION GRANT
OAK VIEW RENEWAL PARTNERSHIP
17241 OAK LANE	HUNTINGTON BEACH	CA	92647	611495237	501(C)(3)	$100,000	COMMUNITY BUILDING INITIATIVE
REDWOOD EMPIRE FOOD BANK
3990 BRICKWAY BLVD	SANTA ROSA	CA	95403	680121855	501(C)(3)	$50,000	EMERGENCY FOOD & SHELTER UNINSURED
NAPA VALLEY HOSPICE AND ADULT DAY SERVICES
414 SOUTH JEFFERSON STREET	NAPA	CA	94559	680393144	501(C)(3)	$20,000	WELLNESS & PREVENTION GRANT
ILLUMINATION FOUNDATION
2691 RICHTER AVE STE 107	IRVINE	CA	92606	711047686	501(C)(3)	$72,500	EMERGENCY FOOD & SHELTER
ON THE MOVE
780 LINCOLN AVENUE	NAPA	CA	94558	753149095	501(C)(3)	$30,000	WELLNESS & PREVENTION GRANT
COLETTE'S CHILDREN'S HOME
7372 PRINCE DRIVE STE 106	HUNTINGTON BEACH	CA	92647	911939140	501(C)(3)	$10,000	EMERGENCY FOOD & SHELTER
OC ASIAN PACIFIC ISLANDER CMTY ALLIANCE
12900 GARDEN GROVE BLVD STE 214A	GARDEN GROVE	CA	92843	912047245	501(C)(3)	$20,000	WELLNESS & PREVENTION GRANT
VICTOR VLLY DOMESTIC VIOLENCEA BETTER WAY
14114 HESPERIA ROAD	VICTORVILLE	CA	92395	931067826	501(C)(3)	$40,000	EMERGENCY FOOD & SHELTER
ST JOSEPH HOSPITAL-EUREKA
2700 DOLBEER ST	EUREKA	CA	95501	941156596	501(C)(3)	$741,000	WELLNESS & PREVENTION GRANT
FAMILY SERVICE OF NAPA VALLEY
709 FRANKLIN STREET	NAPA	CA	94559	941236934	501(C)(3)	$15,000	WELLNESS & PREVENTION GRANT
QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREET	NAPA	CA	94558	941243669	501(C)(3)	$282,174	WELLNESS & PREVENTION GRANT
ST VINCENT DE PAUL
528 2ND STREET	EUREKA	CA	95502	941573587	501(C)(3)	$35,000	EMERGENCY FOOD & SHELTER
COMMUNITY ACTION NAPA VALLEY
2310 LAUREL STREET STE 1	NAPA	CA	94558	941610851	501(C)(3)	$40,000	EMERGENCY FOOD & SHELTER
COMMUNITY ACTION PARTNERSHIP SONOMA COUNTY
1300 NORTH DUTTON AVE	SANTA ROSA	CA	95401	941648949	501(C)(3)	$80,000	COMMUNITY BUILDING INITIATIVE
HUMBOLDT SENIOR RESOURCE CENTER
1910 CALIFORNIA STREET	EUREKA	CA	95501	942261434	501(C)(3)	$40,000	EMERGENCY FOOD & SHELTER
CATHOLIC CHARITIES OF DIOCESE OF SANTA ROSA
987 AIRWAY COURT	SANTA ROSA	CA	95403	942479393	501(C)(3)	$65,000	DISASTER RELIEF
REDWOOD COMMUNITY ACTION AGENCY
904 G STREET	EUREKA	CA	95501	942646370	501(C)(3)	$11,025	EMERGENCY FOOD & SHELTER
AREA AGENCY ON AGING NAPA & SOLANO
400 CONTRA COSTA ST	VALLEJO	CA	94590	942742309	501(C)(3)	$15,225	WELLNESS & PREVENTION GRANT
FOOD FOR PEOPLE INC
307 W 14TH STREET	EUREKA	CA	95501	942772549	501(C)(3)	$33,475	EMERGENCY FOOD & SHELTER
ARCATA HOUSE PARTNERSHIP
1005 ELEVENTH ST	ARCATA	CA	95521	943163269	501(C)(3)	$65,000	SUPPORT OPERATIONS
OPERATION ACCESS
1119 MARKET ST STE 400	SAN FRANCISCO	CA	94103	943180356	501(C)(3)	$50,000	SUPPORT OPERATION ACCESS NAPA COUNTY & SONOMA
PREVENTION INSTITUTE
221 OAK STREET	OAKLAND	CA	94607	943282858	501(C)(3)	$30,000	WELLNESS & PREVENTION GRANT
HUMBOLDT STATE UNIV CENTER FOR RURAL POLICY
1 HARPST ST	ARCATA	CA	95521	946050071	501(C)(3)	$100,000	COMMUNITY BUILDING INITIATIVE
ST JOSEPH HOSPITAL-ORANGE
1100 W STEWART DRIVE	ORANGE	CA	92868	951643359	501(C)(3)	$2,135,654	WELLNESS & PREVENTION GRANT
SPECIAL SERVICE FOR GROUPS INC (APIOPA)
905 E 8TH STREET	LOS ANGELES	CA	90021	951716914	501(C)(3)	$10,000	WELLNESS & PREVENTION GRANT
ST MARY MEDICAL CENTER
18300 HIGHWAY 18	APPLE VALLEY	CA	92307	951914489	501(C)(3)	$896,069	WELLNESS & PREVENTION GRANT
ONEOC
1901 E FOURTH ST STE 100	SANTA ANA	CA	92705	952021700	501(C)(3)	$20,000	DUES
MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY
822 TOWN COUNTRY ROAD	ORANGE	CA	92865	952036972	501(C)(3)	$80,000	EMERGENCY FOOD & SHELTER
REGENTS OF THE UNIV OF CALIFORNIA IRVINE
BIOLOGICAL SCIENCES 111 STE 1400	IRVINE	CA	92697	952226406	501(C)(3)	$10,000	GENERAL SUPPORT SUMMER ACADEMIC ENRICHMENT PROGRAM
INTERVAL HOUSE
6615 E PACIFIC COAST HWY STE 170	SEAL BEACH	CA	90803	952289113	501(C)(3)	$40,000	EMERGENCY FOOD & SHELTER
COMMUNITY ACTION PARTNERSHIP SAN BERNARDINO
696 S TIPPECANOE AVE	SAN BERNARDINO	CA	92408	952376882	501(C)(3)	$10,000	EMERGENCY FOOD & SHELTER
COMMUNITY ACTION PARTNERSHIP ORANGE COUNTY
11870 MONARCH ST	GARDEN GROVE	CA	92841	952452787	501(C)(3)	$40,000	EMERGENCY FOOD & SHELTER
ORANGE COUNTY RESCUE MISSION
ONE HOPE DRIVE	TUSTIN	CA	92782	952479552	501(C)(3)	$26,000	EMERGENCY FOOD & SHELTER
FRIENDLY CENTER INC
147 W ROSE AVE	ORANGE	CA	92867	952479833	501(C)(3)	$30,000	EMERGENCY FOOD & SHELTER
DELHI CENTER
505 E CENTRAL AVENUE	SANTA ANA	CA	92705	952620952	501(C)(3)	$100,000	COMMUNITY BUILDING INITIATIVE
ORANGE CHILDREN & PARENTS TOGETHER INC
1063 N GLASSELL STREET	ORANGE	CA	92867	953062939	501(C)(3)	$15,000	WELLNESS & PREVENTION GRANT
COMMUNITY SERVICE PROGRAMS INC
1221 E DYER ROAD STE 120	SANTA ANA	CA	92705	953167866	501(C)(3)	$27,000	EMERGENCY FOOD & SHELTER
SHARE OUR SELVES
1550 SUPERIOR AVE	COSTA MESA	CA	92627	953222316	501(C)(3)	$50,000	SPONSORSHIP CHEF DINNER
CASA TERESA
123 W MAPLE ST	ORANGE	CA	92866	953251986	501(C)(3)	$55,000	EMERGENCY FOOD & SHELTER
THE LORD'S TABLE
1201 E HIGHLAND AVE	SAN BERNARDINO	CA	92404	953293901	501(C)(3)	$20,000	EMERGENCY FOOD & SHELTER
LESTONNAC FREE CLINIC
1215 E CHAPMAN AVE	ORANGE	CA	92866	953499011	501(C)(3)	$25,000	WELLNESS & PREVENTION GRANT
CATHOLIC CHARITIES SAN BERNARDINORIVERSIDE
1450 N D STREET	SAN BERNARDINO	CA	92405	953516461	501(C)(3)	$40,000	EMERGENCY FOOD & SHELTER
ST JOHN OF GOD HEALTH CARE SERVICES
13333 PALMDALE ROAD	VICTORVILLE	CA	92392	953806996	501(C)(3)	$55,000	EMERGENCY FOOD & SHELTER
THE CAMBODIAN FAMILY
1626 E 4TH ST	SANTA ANA	CA	92701	953854831	501(C)(3)	$25,000	WELLNESS & PREVENTION GRANT
CHILDREN AND FAMILIES COMMISSION OF ORANGE COUNTY
1505 E 17TH STREET STE 230	SANTA ANA	CA	92705	956000928	501(C)(3)	$20,000	WELLNESS & PREVENTION GRANT
PROVIDENCE SPEECH AND HEARING CENTER
1301 PROVIDENCE AVE	ORANGE	CA	92866	956154473	501(C)(3)	$15,000	WELLNESS & PREVENTION GRANT
ST JUDE MEDICAL CENTER
101 E VALENCIA MESA DR	FULLERTON	CA	92868	951643325	501(C)(3)	$2,190,230
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DRIVE	SANTA ROSA	CA	95405	941231005	501(C)(3)	$3,239,592
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DR	FORTUNA	CA	95540	941384665	501(C)(3)	$356,000
COVENANT HEALTH SYSTEM
3615 19TH STREET	LUBBOCK	TX	79410	752765566	501(C)(3)	$1,960,987
MISSION HOSPITAL REGIONAL MEDICAL CENTER
27700 MED CNTR RD	MISSION VIEJO	CA	92691	951643360	501(C)(3)	$6,360,729
SRM ALLIANCE HOSPITAL SERVICES
400 NORTH MCDOWELL BLVD	PETALUMA	CA	94954	680395200	501(C)(3)	$296,000

Field	Value	IRS element (for citing)
Total501c3 Org	78	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	DESCR OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITTMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS ON THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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
JO ANN ESCASA-HAIGH
BOARD MEMBER/CFO-SJHS	$0	$519,385	$0	$262,021	$0	$67,271	$0	$13,250	$0	$23,451	$0	$885,378	$0	$0
ANNETTE WALKER
BOARD MEMBER	$0	$573,534	$0	$291,881	$0	$94,681	$0	$18,550	$0	$33,830	$0	$1,012,476	$0	$0
GABRIELA ROBLES
CHIEF EXECUTIVE OFFICER	$0	$165,526	$0	$61,731	$0	$21,790	$0	$11,797	$0	$10,988	$0	$271,832	$0	$0
JUDY WAGNER
BOARD MEMBER	$0	$154,733	$0	$44,302	$0	$13,778	$0	$4,415	$0	$10,976	$0	$228,204	$0	$0
DEBORAH PROCTOR
FORMER CEO/CHAIRPESON	$0	$1,267,739	$0	$777,360	$0	$214,100	$0	$18,333	$0	$10,278	$0	$2,287,810	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FORM 990, SCHEDULE J, PART I, LINE 3

SUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS USED BY ST. JOSEPH HEALTH SYSTEM.

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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1	ORGANIZATION'S MISSION ESTABLISHED 29 YEARS AGO, THE ST. JOSEPH HEALTH SYSTEM FOUNDATION (ALSO KNOWN AS THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND) WAS THE VISION OF THE SISTERS OF ST. JOSEPH OF ORANGE WITH A MISSION TO SERVE AS AN EXTENSION OF CHRISTS HEALING MINISTRY, BY PROVIDING FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELLBEING OF THE ECONOMICALLY POOR, AND UTILIZING THE STRENGTHS AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. THIS IS ACCOMPLISHED BY MANAGING AND ALLOCATING RESOURCES TO COMMUNITIES AND PARTNERS OF GOODWILL ENGAGED IN INNOVATIVE AND EFFECTIVE INITIATIVES TO SERVE THE COMMON GOOD.
FORM 990, PART III, LINE 4A	DESCRIPTION OF PROGRAM SERVICES REALIZING OUR MISSION AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), THE ST. JOSEPH HEALTH SYSTEM FOUNDATION IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. WE ARE COMMITTED TO THREE SYSTEM WIDE MISSION OUTCOMES: 1) SACRED ENCOUNTER, 2) PERFECT CARE AND 3) HEALTHIEST COMMUNITIES. 1.) EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTERS HAS A DIRECT CONNECTION TO OUR OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. 2.) ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. OVER 350 YEARS AGO, THE FOUNDER OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH CRAFTED A MESSAGE IN A PROPHETIC LETTER TO SPUR THE GROWTH OF A "LITTLE DESIGN." IT WAS TO BE A NEW FORM OF ASSOCIATION OF WOMEN, WHOSE MEMBERS WOULD CONSECRATE THEIR LIVES TO GOD, LIVE TOGETHER IN SMALL GROUPS, AND COMBINE A LIFE OF PRAYER WITH AN ACTIVE MINISTRY TO THE SICK AND THE POOR. TODAY, CARRYING ON FATHER MEDAILLE'S INSPIRATION, WE ARE CULTIVATING THE SEEDS OF A BOLD CONCEPT IN HEALTHCARE... PERFECT CARE. HIS WORDS ARE AS RELEVANT TO US TODAY AS THEY WERE FOR THE SISTER IN 1650. "GIVE YOUR FULL ATTENTION TO THE ACTIONS YOU PERFORM, REMOVE FROM THEM THE SLIGHTEST IMPERFECTIONS, AND TRY TO OBSERVE ALL CONDITIONS NECESSARY TO MAKE THEM PERFECT. ONE ACTION DONE WELL IS WORTH A HALF DOZEN DONE HALF-HEARTEDLY". JEAN PIERRE MEDAILLE, SJ-MAXIM 14:4. 3.) THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. WHO WE ARE AND WHAT WE DO ORGANIZATIONAL COMMITMENT WE BELIEVE WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF LOW-INCOME FAMILIES AND INDIVIDUALS SERVED BY OUR MINISTRIES. IN 1986, ST. JOSEPH HEALTH (SJH) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE CARE SERVICES, SJH CREATED THE COMMUNITY PARTNERSHIP FUND (THE FUND) TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS RESIDING IN ITS LOCAL COMMUNITIES. POLICY 13 IN ITS FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES THE PROCESS BY WHICH ALL HOSPITAL MINISTRIES CONTRIBUTE 10% OF NET INCOME TO THE FUND. OVER THE LAST 30 YEARS, THE COMMUNITY PARTNERSHIP FUND HAS CONTRIBUTED NEARLY $250 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING THE HOSPITALS. THROUGH THE FUNDS STRATEGIC GRANT MAKING PROGRAMS, SIGNIFICANT OUTCOMES HAVE BEEN ACHIEVED IN COMMUNITY HEALTH SETTINGS AND CLINICS, NONPROFIT ORGANIZATIONS, AND LOCAL SJH HOSPITAL MINISTRIES. THE COMMUNITY PARTNERSHIP FUND HAS FOUR FUNDING INITIATIVES: WELLNESS AND PREVENTION INITIATIVE, COMMUNITY BUILDING INITIATIVE, EMERGENCY FOOD AND SHELTER INITIATIVE, AND THE DISASTER RELIEF INITIATIVE. BELOW WE OUTLINE THE TOP THREE INITIATIVES AS MEASURED BY PROGRAM EXPENSE. WELLNESS AND PREVENTION INITIATIVE THE SJH COMMUNITY PARTNERSHIP FUND HAS PROMOTED THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN COMMUNITIES SURROUNDING OUR HOSPITALS THROUGH THE WELLNESS AND PREVENTION INITIATIVE. BY FUNDING PROACTIVE PROGRAMS THROUGH THE GRANT CYCLES OF THE WELLNESS AND PREVENTION INITIATIVE, THE FUND SOUGHT TO ELIMINATE THE NEED FOR CATASTROPHIC CARE AND ITS ASSOCIATED SOCIAL, EMOTIONAL AND ECONOMIC COSTS. BEGINNING IN 2016, THE FUND IS TRANSITIONING FROM THE TRADITIONAL WELLNESS AND PREVENTION MODEL TO NEW INITIATIVES THAT FOCUS ON HEALTH EQUITY AND SOCIAL DETERMINANTS OF HEALTH. AS PART OF THIS TRANSITION, THE FUND AWARDED CAPACITY BUILDING GRANTS TO PAST GRANTEES WITH THE GOAL OF STRENGTHENING ORGANIZATIONS THAT PROVIDE MUCH NEEDED SERVICES IN OUR COMMUNITIES. FROM THESE CAPACITY BUILDING GRANTS, THE SUSTAINABILITY INITIATIVE WAS CREATED, WHICH BEGAN AS A PILOT, SUPPORTING FIVE ORGANIZATIONS IN ADDRESSING THEIR TOP NEEDS. THESE ORGANIZATIONS WERE COACHED THROUGH A PROCESS THAT LED TO THE CREATION AND IMPLEMENTATION OF STRATEGIC PLANS TO INCREASE THEIR OVERALL SUCCESS AND SUSTAINABILITY. IN ADDITION TO THE SUSTAINABILITY INITIATIVE, THE FUND WILL ENGAGE IN OTHER PILOTS FOCUSED ON EXPLORING COMMUNITY LEVEL STRATEGIES ADDRESSING SOCIAL DETERMINANTS OF HEALTH. AMOUNT GRANTED IN FY 2016 $1,550,274 COMMUNITY BUILDING INITIATIVE THE COMMUNITY BUILDING INITIATIVE (CBI) WAS CREATED IN 2000 AS A MAJOR COMMITMENT TO MEETING THE COMMUNITY PARTNERSHIP FUNDS MISSION. THE FUNDS DESIRED LONG-TERM VISION FOR ITS COMMUNITY BUILDING INITIATIVE IS THE DEVELOPMENT OF RESIDENT-BASED CAPACITY TO DETERMINE AND IMPLEMENT POSITIVE CHANGE IN LOW INCOME COMMUNITIES. THIS CAPACITY IS DEVELOPED THROUGH COMMUNITY-BASED WORK ON ONE ISSUE OF CONCERN TO THE COMMUNITY. IN FY16 THREE IMPLEMENTATION GRANTS IN THE AMOUNT OF $300,000 ($100,000 EACH) WERE AWARDED TO THE CALIFORNIA CENTER FOR RURAL POLICY IN HUMBOLDT, CA, THE KENNEDY COMMISSION IN SANTA ANA, CA, AND ORANGE COUNTY HUMAN RELATIONS. TWO PLANNING GRANTS IN THE AMOUNT OF $160,000 ($80,000 EACH) WERE AWARDED TO COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY AND THE GLOBAL GROUP IN SAN DIEGO, CA. AMOUNT FUNDED IN FY 2016 $660,000 EMERGENCY FOOD AND SHELTER INITIATIVE AS A RESPONSE TO THE CURRENT ECONOMIC CLIMATE, THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND CREATED A FUNDING INITIATIVE FOCUSED ON EMERGENCY FOOD AND SHELTER PROGRAMS. EMERGENCY FOOD AND SHELTER PROGRAMS PROVIDE DIRECT SERVICES IN THE FOLLOWING AREAS: FOOD (FOOD PANTRY PURCHASES, FOOD DISTRIBUTION, AND MEAL SITES) AND/OR SHELTER (EMERGENCY SHELTER, SHELTER VOUCHERS, RENT, MORTGAGE OR UTILITY ASSISTANCE). BEGINNING IN 2016, FUNDING WAS ALSO MADE AVAILABLE THROUGH THIS INITIATIVE FOR CARE COORDINATION, AS WELL AS FOOD AND SHELTER SERVICES. CARE COORDINATION FUNDING IS INTENDED TO ASSIST CLIENTS WHO SEEK FOOD AND SHELTER SERVICES IN BREAKING THE CYCLE OF HUNGER AND HOMELESSNESS. CARE COORDINATION IS DEFINED AS A PERSON-CENTERED, ASSESSMENT-BASED, INTERDISCIPLINARY APPROACH TO INTEGRATING HEALTH CARE AND SOCIAL SUPPORT SERVICES THAT ARE TAILORED TO CLIENTS NEEDS AND GOALS. CARE COORDINATION SERVICES MAY INCLUDE THE FOLLOWING: - CASE MANAGEMENT - LINKAGES TO HEALTH CARE OR SOCIAL SERVICES - ENROLLMENT IN HEALTH INSURANCE - CHRONIC DISEASE CARE MANAGEMENT - ASSISTANCE WITH FINDING EMPLOYMENT AMOUNT GRANTED IN FY 2016 $1,000,000 DISASTER RELIEF FUNDING THE COMMUNITY PARTNERSHIP FUND CONSIDERS NEEDS ARISING FROM THE OCCURRENCE OF DISASTERS AND UNFORESEEN EMERGENCY NEEDS NATIONALLY AND THROUGHOUT THE WORLD. THROUGH RESPONSIVE GRANT MAKING, THE FUND WORKS TO ADDRESS THE POVERTY AND SUFFERING THAT OFTEN FOLLOW CATASTROPHIC EVENTS. DISASTER RELIEF FUNDING WAS PROVIDED TO U.S.-BASED, NON PROFIT ORGANIZATIONS THAT PROVIDE RELIEF EFFORTS IN THE U.S. AND ABROAD. THESE ORGANIZATIONS HAVE PROVEN EXPERTISE IN RECONSTRUCTION, DEVELOPMENT AID AND IN REBUILDING COMMUNITIES. AMOUNT GRANTED IN FY 2016: $179,227 FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM FOUNDATION, PLEASE VISIT HTTP://WWW.STJHS.ORG/SJH-PROGRAMS/SJH-FOUNDATION.ASPX FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG
FORM 990, PART VI, LINE 6	DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS ST JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION.
FORM 990, PART VI, LINE 7A	DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS ST. JOSEPH HEALTH SYSTEM FOUNDATION HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR.
FORM 990, PART VI, LINE 7B	DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, 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	DESCR THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY 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 MAY 2017 BOARD MEETING. DURING THE BOARD MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990.
FORM 990, PART VI, LINE 12C	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 SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, 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 THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. 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	AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC 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 11A	MANAGEMENT FEES A MANAGEMENT FEE PAID TO ST. JOSEPH HEALTH SYSTEM (SJHS) INCLUDES TIME FOR AN EXECUTIVE DIRECTOR, GRANT MANAGER AND A PROGRAM OFFICER. ALL ARE ON THE PAYROLL OF SJHS.

Schedule R IRS990ScheduleR

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)
HMTS INC
1 HOAG DRIVE	NEWPORT BEACH	CA	92658	453583707	HEALTHCARE	CA	501(C)(3)	11,I	HMHP	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 PLACE	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
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	953589356	HEALTHCARE	CA	501(C)(3)	11, I	SJHM	false
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	92835	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)

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	Predominant Income TypePredominantIncomeTypeTxt
COVENANT LONG-TERM CARE LP
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	TX	NA	N/A
HERITAGE INVESTMENT GROUP
SEE PART VII	ORANGE	CA	92868	INVESTMENTS	CA	NA	N/A
HOAG ORTHOPEDIC INSTITUTE
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	CA	NA	N/A
LUBBOCK SURGERY CENTER LTD
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	TX	NA	N/A
METHODIST DIAGNOSTIC IMAGING
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	TX	NA	N/A
MISSION AMBULATORY SURGICENTER
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	CA	NA	N/A
NEWPORT IMAGING CENTER
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	CA	NA	N/A
SHA LLC
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	TX	NA	N/A
ST JOSEPH PHYSICIAN VENTURES
SEE PART VII	ORANGE	CA	92868	REAL ESTATE	CA	NA	N/A
ST JOSEPH HLTH SYS HOME CARE
SEE PART VII	ORANGE	CA	92868	HOME HEALTH	CA	NA	N/A
ST JOSEPH HLTH SYS HOME HLTH
SEE PART VII	ORANGE	CA	92868	HOME HEALTH	CA	NA	N/A
THE INNOVATION INSTITUTE
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	DE	NA	N/A
NORTH BAY ENDOSCOPY CENTER
SEE PART VII	ORANGE	CA	92868	HEALTHCARE	CA	NA	N/A
MISSN VIEJO PHSCN PRTNRS I LLC
				HEALTHCARE	CA	NA	N/A
ADVANCED SURGERY INSTITUTE LLC
				HEALTHCARE	CA	NA	N/A

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	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	NA	C-CORP
COASTAL MANAGEMENT SERVICES ORGANIZATION
				HEALTHCARE		NA	C-CORP	1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330676831	CA
DATU HEALTH INC
				IT SVCS		NA	C-CORP	16150 MAIN CIRCLE DR SUITE 250	CHESTERFIELD	MO	63017	463070062	DE
HOAG MANAGEMENT SERVICES INC
				HEALTHCARE		NA	C-CORP	1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330731587	CA
LUBBOCK METHODIST HOSP PRACTICE MGMT
				INACTIVE		NA	C-CORP	2107 OXFORD STREET STE 300	LUBBOCK	TX	79410	752578995	TX
LUBBOCK METHODIST HOSPITAL SVCS
				HEALTHCARE		NA	C-CORP	PO BOX 1201	LUBBOCK	TX	79410	752118585	TX
MISSION VIEJO MEDICAL VENTURES
				HEALTHCARE		NA	C-CORP	27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330212905	CA
ST JOSEPH HEALTH
				HOLDING COMPANY		NA	C-CORP	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	462340232	CA
ST JOSEPH HEALTH SOURCE INC
				HEALTHCARE		NA	C-CORP	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	461900168	CA
ST JOSEPH PROF SVCS ENTERPRISES INC
				HEALTHCARE		NA	C-CORP	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	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	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	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (21 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ST JOSEPH HOSPITAL ORANGE
B	$2,135,654	ACCRUAL
ST JUDE MEDICAL CENTER
B	$2,190,230	ACCRUAL
ST MARY MEDICAL CENTER
B	$896,069	ACCRUAL
QUEEN OF THE VALLEY MEDICAL CENTER
B	$282,174	ACCRUAL
SANTA ROSA MEMORIAL HOSPITAL
B	$3,239,592	ACCRUAL
ST JOSEPH HOSPITAL EUREKA
B	$741,000	ACCRUAL
REDWOOD MEMORIAL HOSPITAL
B	$356,000	ACCRUAL
COVENANT HEALTH SYSTEM
B	$1,960,987	ACCRUAL
MISSION HOSPITAL REGIONAL MEDICAL CENTER
B	$6,360,729	ACCRUAL
SRM ALLIANCE HOSPITAL SERVICES
B	$296,000	ACCRUAL
ST JUDE HOSPITAL YORBA LINDA
B	$87,875	ACCRUAL
ST JOSEPH HOSPITAL ORANGE
C	$3,947,500	ACCRUAL
ST JUDE MEDICAL CENTER
C	$4,459,300	ACCRUAL
ST MARY MEDICAL CENTER
C	$2,104,600	ACCRUAL
QUEEN OF THE VALLEY MEDICAL CENTER
C	$1,501,800	ACCRUAL
SANTA ROSE MEMORIAL HOSPITAL
C	$6,616,200	ACCRUAL
ST JOSEPH HOSPITAL EUREKA
C	$3,257,000	ACCRUAL
REDWOOD MEMORIAL HOSPITAL
C	$79,000	ACCRUAL
COVENANT HEALTH SYSTEM
C	$3,553,100	ACCRUAL
MISSION HOSPITAL REGIONAL MEDICAL CENTER
C	$5,533,000	ACCRUAL
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
C	$600,000	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 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 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 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