ST JOSEPH HOSPITAL OF ORANGE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: ST JOSEPH HOSPITAL OF ORANGE (EIN 95-1643359)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-12
IRS object ID: 201731329349303223
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 C
Schedule D
Schedule G
Schedule H
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-12T11:41:51-05:00	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 AVENUE SUITE 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	951643359	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HOSPITAL OF ORANGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% KRISTI LIBERATORE	InCareOfNm
Business Name Control	STJO	BusinessNameControlTxt
Phone	7147718000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1100 WEST STEWART DRIVE	AddressLine1Txt
City	ORANGE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92868	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KRISTI LIBERATORE	PersonNm
Person Title	CHIEF FINANCIAL OFFI	PersonTitleTxt
Phone	7147718000	PhoneNum
Signature	2017-05-11	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	JEREMY ZOCH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	SAME AS C ABOVE	AddressLine1Txt
City	ORANGE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92868	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$607,643,212	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SJO.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1941	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH & QUALITY OF LIFE OF PEOPLE IN THE COMM WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	3063	TotalEmployeeCnt
Total Volunteers	827	TotalVolunteersCnt
Total Gross UBI	$1,728,451	TotalGrossUBIAmt
PY Contributions Grants	$7,764,675	PYContributionsGrantsAmt
CY Contributions Grants	$9,084,692	CYContributionsGrantsAmt
PY Program Service Revenue	$579,773,087	PYProgramServiceRevenueAmt
CY Program Service Revenue	$581,358,272	CYProgramServiceRevenueAmt
PY Investment Income	$25,415,232	PYInvestmentIncomeAmt
CY Investment Income	$13,065,829	CYInvestmentIncomeAmt
PY Other Revenue	-$90,780	PYOtherRevenueAmt
CY Other Revenue	-$93,008	CYOtherRevenueAmt
PY Total Revenue	$612,862,214	PYTotalRevenueAmt
CY Total Revenue	$603,415,785	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,135,438	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,124,511	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$244,504,197	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$257,363,320	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,068,673	CYTotalFundraisingExpenseAmt
PY Other Expenses	$344,470,652	PYOtherExpensesAmt
CY Other Expenses	$348,328,669	CYOtherExpensesAmt
PY Total Expenses	$592,110,287	PYTotalExpensesAmt
CY Total Expenses	$609,816,500	CYTotalExpensesAmt
PY Revenues Less Expenses	$20,751,927	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$6,400,715	CYRevenuesLessExpensesAmt
Total Assets BOY	$842,784,490	TotalAssetsBOYAmt
Total Assets EOY	$786,647,949	TotalAssetsEOYAmt
Total Liabilities BOY	$445,199,038	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$459,217,765	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$397,585,452	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$327,430,184	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	ST. JOSEPH HOSPITAL OF ORANGE IS 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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$572,210,458	ExpenseAmt
Grant	$4,112,762	GrantAmt
Revenue	$581,358,272	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Prog Srvc Accom Acty2		ProgSrvcAccomActy2Grp
Total Program Service Expenses	$572,210,458	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	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	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	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	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	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	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3063	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	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
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	18	GoverningBodyVotingMembersCnt
Independent Voting Member	12	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	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	KRISTI LIBERATORE	PersonNm
Phone	7147718000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1100 WEST STEWART DRIVE	AddressLine1Txt
City	ORANGE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92868	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 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
JO ANN ESCASA-HAIGH
TRUSTEE	2.0	50.0	Yes (X)	$0	$848,677	$36,701
STEVEN MOREAU
TRUSTEE, EX OFFICIO, PRES, CEO	50.0	2.0	Yes (X)	$0	$923,167	$27,754	Yes (X)
WILLIAM J CAMPBELL
TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
MICHELE CARPENTER MD
TRUSTEE, EX OFFICIO, VICE COS	5.0	0.0	Yes (X)	$0	$0	$0
KENNETH COSGROVE
TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
CESAR COVARRUBIAS
TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
LAWRENCE EHRLICH DO
TRUSTEE, EX OFF, COS (PT YR)	5.0	0.0	Yes (X)	$0	$0	$0
SR MARTHA ANN FITZPATRICK CSJ
TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
MARY ANNE FOO
TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
JAMES GILMORE
TRUSTEE, EX OFFICIO (PT YR)	2.0	0.0	Yes (X)	$0	$0	$0
JUDI JUDITH GORSKI
TRUSTEE, VICE CHAIR	5.0	0.0	Yes (X)	$0	$0	$0
MICHAEL W IMMELL
TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
DAVID KARLIN MD
TRUSTEE	2.0	0.0	Yes (X)	$6,600	$0	$0
SR CECILIA MAGLADRY CSJ
TRUSTEE, EX OFFICIO	2.0	0.0	Yes (X)	$0	$0	$0
SR NADINE MCGUINNESS CSJ
TRUSTEE, EX OFFICIO (PT YR)	2.0	0.0	Yes (X)	$0	$0	$0
RUSSELL MONTGOMERY
TRUSTEE, EX OFFICIO, VICE COS	2.0	0.0	Yes (X)	$43,275	$0	$0
JAMES E PIEROG MD
TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
STEPHEN PIHL
TRUSTEE, EX OFFICIO	2.0	0.0	Yes (X)	$0	$0	$0
FRANK QUEVEDO
TRUSTEE	2.0	0.0	Yes (X)	$0	$0	$0
SR SUZANNE SASSUS CSJ
TRUSTEE, EX OFFICIO	2.0	0.0	Yes (X)	$0	$0	$0
JOHN TANGREDI
TRUSTEE, BOARD CHAIR	5.0	0.0	Yes (X)	$0	$0	$0
LINDA SIMON
VP, MISSION INTEGRATION	50.0	0.0		$293,762	$0	$29,315	Yes (X)
KRISTI LIBERATORE
CHIEF FINANCIAL OFFICER	50.0	0.0		$392,429	$0	$35,009	Yes (X)
JEREMY ZOCH
CHIEF OPERATING OFFICER	50.0	0.0		$462,479	$0	$33,684	Yes (X)
TARA COWELL
SECRETARY/VP ASSOC GEN COUNSEL	2.0	50.0		$0	$443,782	$48,813	Yes (X)
MARY LEAHY
VP HUMAN RESOURCES	50.0	0.0		$355,043	$0	$44,851		Yes (X)
THOMAS HILL
VP OPERATIONS GENERAL SERVICES	50.0	0.0		$363,838	$0	$52,847		Yes (X)
CATHERINE SKELTON
VP PATIENT CARE SERVICES/CNO	50.0	0.0		$392,771	$0	$43,663		Yes (X)
CHRISTINE PHIPPS
EXEC DIRECTOR, SURGICAL SVCS	50.0	0.0		$209,738	$0	$36,927			Yes (X)
DENISE FRIDAY
I.R./CATH LAB TECH	50.0	0.0		$220,414	$0	$37,100			Yes (X)
CHANDA PARRETT
VP FOUNDATION/FUND RAISING	50.0	0.0		$257,875	$0	$25,479			Yes (X)
SAIED AMIRPOOR
DIRECTOR PHARMACY	50.0	0.0		$248,686	$0	$39,155			Yes (X)
LAWRENCE WAGMAN
EXECUTIVE MEDICAL DIRECTOR	50.0	0.0		$737,575	$0	$33,949			Yes (X)
CURT ZIMMER
ED OF FINANCE (FORMER OFFICER)	50.0	0.0		$189,738	$0	$34,066				Yes (X)
ALAN GARRETT
CEO, SMMC (FORMER OFFICER)	0.0	52.0		$0	$797,307	$48,356				Yes (X)
TINA MYCROFT
CFO, SJHH (FORMER OFFICER)	0.0	50.0		$0	$556,513	$49,463				Yes (X)
KEVIN LUNDON
FORMER KEY EMPLOYEE	0.0	0.0		$223,327	$0	$0				Yes (X)
MARY VINCENT
FORMER KEY EMPLOYEE	0.0	0.0		$181,741	$0	$0				Yes (X)
RAYMOND CASCIARI
FORMER HIGHEST COMPENSATED EMP	0.0	0.0		$331,419	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,910,710	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,569,446	TotReportableCompRltdOrgAmt
Total Other Compensation	$657,132	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	550	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
PULMONARY CONSULTANTS AND PRIMARY C
1310 WEST STEWART DRIVE SUITE 410	ORANGE	CA	92868	MEDICAL SERVICES	$4,236,208
REPUBLIC BUSINESS CREDIT LLC
PO BOX 203152	DALLAS	TX	75320	MEDICAL SERVICES	$1,434,355
HEMATOLOGY ONCOLOGY MEDICAL GROUP
1010 W LA VETA AVE	ORANGE	CA	92868	MEDICAL SERVICES	$1,332,050
APPROVED NURSING SOLUTIONS LLC
211 E IMPERIAL HWY UNIT 204	FULLERTON	CA	92835	MEDICAL SERVICES	$1,086,530
POLSINELLI PC
PO BOX 878681	KANSAS CITY	MO	64187	MEDICAL SERVICES	$712,473

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	41	CntrctRcvdGreaterThan100KCnt
Fundraising	$824,227	FundraisingAmt
Related Organizations	$3,155,890	RelatedOrganizationsAmt
Government Grants	$268,445	GovernmentGrantsAmt
All Other Contributions	$4,836,130	AllOtherContributionsAmt
Noncash Contributions	$762,731	NoncashContributionsAmt
Total Contributions	$9,084,692	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
NET PROGRAM PATIENT SERVICES	622210	$561,526,001	$561,526,001	$0	$0
340B DRUG DISCOUNT PROGRAM REVENUE	622210	$6,394,058	$6,394,058	$0	$0
LEASE REVENUE	531110	$3,383,196	$3,383,196	$0	$0
Cafeteria Revenue	722514	$1,715,057	$1,715,057	$0	$0
OTHER NON OPERATING REVENUE	900099	$811,006	$43,738	$767,268	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,528,954	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,567,771	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$961,183	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$581,358,272	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,992,665	TotalRevenueColumnAmt
Exclusion	$5,992,665	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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$10,733,348	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,629,849	SecuritiesAmt
Other	$30,335	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$7,103,499	SecuritiesAmt
Other	-$30,335	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,073,164	TotalRevenueColumnAmt
Exclusion	$7,073,164	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$474,235	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$824,227	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$567,243	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$93,008	TotalRevenueColumnAmt
Exclusion	-$93,008	ExclusionAmt

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	$603,415,785	TotalRevenueColumnAmt
Related Or Exempt Func Income	$579,629,821	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,728,451	UnrelatedBusinessRevenueAmt
Exclusion	$12,972,821	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,041,514	TotalAmt
Program Services	$4,041,514	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$82,997	TotalAmt
Program Services	$82,997	ProgramServicesAmt

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	$2,653,305	TotalAmt
Program Services	$2,482,260	ProgramServicesAmt
Management And General	$171,045	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$233,856	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$233,856	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$177,038,156	TotalAmt
Program Services	$163,047,625	ProgramServicesAmt
Management And General	$12,463,834	ManagementAndGeneralAmt
Fundraising	$1,526,697	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$11,027,441	TotalAmt
Program Services	$10,809,326	ProgramServicesAmt
Management And General	$116,635	ManagementAndGeneralAmt
Fundraising	$101,480	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$52,327,128	TotalAmt
Program Services	$47,886,249	ProgramServicesAmt
Management And General	$4,104,105	ManagementAndGeneralAmt
Fundraising	$336,774	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$14,083,434	TotalAmt
Program Services	$13,266,006	ProgramServicesAmt
Management And General	$700,305	ManagementAndGeneralAmt
Fundraising	$117,123	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$63,546,465	TotalAmt
Program Services	$63,546,465	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,741,494	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,741,494	ManagementAndGeneralAmt

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	$67,492	TotalAmt
Program Services	$67,492	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	$1,024,558	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,024,558	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$44,452,887	TotalAmt
Program Services	$40,771,956	ProgramServicesAmt
Management And General	$3,648,262	ManagementAndGeneralAmt
Fundraising	$32,669	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$168,987	TotalAmt
Program Services	$150,458	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$18,529	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,695,547	TotalAmt
Program Services	$7,442,367	ProgramServicesAmt
Management And General	$1,048,693	ManagementAndGeneralAmt
Fundraising	$204,487	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,389,651	TotalAmt
Program Services	$2,389,651	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	$21,444,190	TotalAmt
Program Services	$20,812,195	ProgramServicesAmt
Management And General	$449,491	ManagementAndGeneralAmt
Fundraising	$182,504	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$301,182	TotalAmt
Program Services	$129,637	ProgramServicesAmt
Management And General	$136,494	ManagementAndGeneralAmt
Fundraising	$35,051	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	$168,443	TotalAmt
Program Services	$60,291	ProgramServicesAmt
Management And General	$107,708	ManagementAndGeneralAmt
Fundraising	$444	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$17,535,414	TotalAmt
Program Services	$15,149,807	ProgramServicesAmt
Management And General	$2,385,607	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	$38,885,926	TotalAmt
Program Services	$36,937,292	ProgramServicesAmt
Management And General	$1,940,404	ManagementAndGeneralAmt
Fundraising	$8,230	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,557,666	TotalAmt
Program Services	$2,811,659	ProgramServicesAmt
Management And General	$746,007	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Medical Supplies	$109,436,356	$109,436,356	$0	$0
CA HOSPITAL FEE PROGRAM	$28,670,388	$28,670,388	$0	$0
Dues & Subscriptions	$360,932	$335,536	$22,084	$3,312
Taxes & Licenses	$852,792	$741,248	$109,290	$2,254

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,028,299	TotalAmt
Program Services	$1,141,683	ProgramServicesAmt
Management And General	$3,387,497	ManagementAndGeneralAmt
Fundraising	$499,119	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$609,816,500	TotalAmt
Program Services	$572,210,458	ProgramServicesAmt
Management And General	$34,537,369	ManagementAndGeneralAmt
Fundraising	$3,068,673	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	$6,632,778	BOYAmt
EOY	$3,976,141	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$46,058,298	BOYAmt
EOY	$17,266,405	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	$56,703,563	BOYAmt
EOY	$53,050,238	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	$790,345	BOYAmt
EOY	$256,673	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$9,699,202	BOYAmt
EOY	$10,766,766	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,263,567	BOYAmt
EOY	$1,692,244	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$884,302,106	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$452,849,270	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$451,495,655	BOYAmt
EOY	$431,452,836	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$234,245,717	BOYAmt
EOY	$214,873,523	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	$14,436,880	BOYAmt
EOY	$15,955,553	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$17,700,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$20,458,485	BOYAmt
EOY	$19,657,570	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$842,784,490	BOYAmt
EOY	$786,647,949	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$58,137,423	BOYAmt
EOY	$76,401,758	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	$2,681,961	BOYAmt
EOY	$2,370,138	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	$188,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$384,379,654	BOYAmt
EOY	$380,257,869	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$445,199,038	BOYAmt
EOY	$459,217,765	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$375,793,817	BOYAmt
EOY	$302,591,976	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,621,721	BOYAmt
EOY	$17,201,566	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,169,914	BOYAmt
EOY	$7,636,642	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$397,585,452	BOYAmt
EOY	$327,430,184	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$842,784,490	BOYAmt
EOY	$786,647,949	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$6,400,715	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$15,440,772	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$48,313,781	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	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

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 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	false	MailingsMembersInd
Mailings Members	$0	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Publications Or Broadcast	$0	PublicationsOrBroadcastAmt
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Grants Other Organizations	$0	GrantsOtherOrganizationsAmt
Direct Contact Legislators	false	DirectContactLegislatorsInd
Direct Contact Legislators	$0	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Rallies Demonstrations	$0	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$67,492	OtherActivitiesAmt
Total Lobbying Expenditures	$67,492	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, LINE 1I	FormAndLineReferenceDesc
Explanation	OTHER 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 HOSPITAL OF ORANGE.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$20,648,875	BeginningYearBalanceAmt
Contributions	$913,878	ContributionsAmt
Investment Earnings Or Losses	-$298,769	InvestmentEarningsOrLossesAmt
Other Expenditures	$142,211	OtherExpendituresAmt
End Year Balance	$21,121,773	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$19,797,682	BeginningYearBalanceAmt
Contributions	$402,310	ContributionsAmt
Investment Earnings Or Losses	$501,968	InvestmentEarningsOrLossesAmt
Other Expenditures	$53,085	OtherExpendituresAmt
End Year Balance	$20,648,875	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$17,512,898	BeginningYearBalanceAmt
Contributions	$313,832	ContributionsAmt
Investment Earnings Or Losses	$2,887,978	InvestmentEarningsOrLossesAmt
Other Expenditures	$917,026	OtherExpendituresAmt
End Year Balance	$19,797,682	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,331,463	BeginningYearBalanceAmt
Contributions	$800,053	ContributionsAmt
Investment Earnings Or Losses	$2,190,598	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$809,216	OtherExpendituresAmt
End Year Balance	$17,512,898	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,961,187	BeginningYearBalanceAmt
Contributions	$229,209	ContributionsAmt
Investment Earnings Or Losses	-$79,345	InvestmentEarningsOrLossesAmt
Other Expenditures	$779,588	OtherExpendituresAmt
End Year Balance	$15,331,463	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.63160	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.36840	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,771,660	OtherCostOrOtherBasisAmt
Book Value	$22,771,660	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$565,536,396	OtherCostOrOtherBasisAmt
Depreciation	$222,366,074	DepreciationAmt
Book Value	$343,170,322	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,221,114	OtherCostOrOtherBasisAmt
Depreciation	$1,457,307	DepreciationAmt
Book Value	$763,807	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$287,778,024	OtherCostOrOtherBasisAmt
Depreciation	$226,902,353	DepreciationAmt
Book Value	$60,875,671	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,994,912	OtherCostOrOtherBasisAmt
Depreciation	$2,123,536	DepreciationAmt
Book Value	$3,871,376	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$431,452,836	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
INTERCOMPANY W/ HEALTH SYSTEM BONDS	$296,473,314
Capital Lease Obligation	$65,438,358
FUNDS HELD IN TRUST	$3,170,616
PAYABLE TO THIRD PARTY PAYORS	$2,558,793
DEPOSITS FROM MOB AND OFFSITES	$116,788
PAYABLE TO HOMG	$12,500,000

Field	Value	IRS element (for citing)
Total Liability	$380,257,869	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART V, LINE 4

INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS MAINTAINED BY THE HOSPITAL ARE INTENDED TO SUPPORT THE MISSION OF THE HOSPITAL, INCLUDING ACQUISITION OF BUILDINGS AND EQUIPMENT, AND SUPPORT OF VARIOUS HOSPITAL PROGRAMS, RESEARCH, EDUCATION AND COMMUNITY OUTREACH.

SCHEDULE D, PART X, LINE 2

FIN 48 (ASC 740) FOOTNOTE 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.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CELEBRATION	Event1Nm
Gross Receipts Event1	$653,475	GrossReceiptsEvent1Amt
Charitable Contri Event1	$409,841	CharitableContriEvent1Amt
Gross Revenue Event1	$243,634	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$7,643	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$91,593	FoodAndBeverageEvent1Amt
Entertainment Event1	$83,759	EntertainmentEvent1Amt
Other Direct Expenses Event1	$79,538	OtherDirectExpensesEvent1Amt
Event2	GOLF	Event2Nm
Gross Receipts Event2	$394,855	GrossReceiptsEvent2Amt
Charitable Contri Event2	$260,625	CharitableContriEvent2Amt
Gross Revenue Event2	$134,230	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$25,995	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$50,000	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$35,766	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$60,739	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$250,132	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$153,761	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$96,371	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$80,691	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$28,780	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$22,739	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,298,462	GrossReceiptsTotalAmt
Charitable Contributions Tot	$824,227	CharitableContributionsTotAmt
Gross Revenue Total Events	$474,235	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$25,995	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$57,643	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$208,050	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$112,539	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$163,016	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$567,243	DirectExpenseSummaryEventsAmt
Net Income Summary	-$93,008	NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	500.	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	false	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,096,529	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$4,096,529	NetCommunityBenefitExpnsAmt
Total Expense	0.00660	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$130,086,424	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$63,246,483	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$66,839,941	NetCommunityBenefitExpnsAmt
Total Expense	0.10750	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$134,182,953	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$63,246,483	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$70,936,470	NetCommunityBenefitExpnsAmt
Total Expense	0.11410	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,932,548	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$179,727	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,752,821	NetCommunityBenefitExpnsAmt
Total Expense	0.00440	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$706,241	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$90,000	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$616,241	NetCommunityBenefitExpnsAmt
Total Expense	0.00100	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,822,221	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$124,252	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,697,969	NetCommunityBenefitExpnsAmt
Total Expense	0.00270	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,820,993	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$200,000	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,620,993	NetCommunityBenefitExpnsAmt
Total Expense	0.00420	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$8,282,003	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$593,979	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,688,024	NetCommunityBenefitExpnsAmt
Total Expense	0.01230	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$142,464,956	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$63,840,462	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$78,624,494	NetCommunityBenefitExpnsAmt
Total Expense	0.12640	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$9,265,663	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$109,413,471	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$142,671,928	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$33,258,457	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxt	Org Profit Or OwnershipOrgProfitOrOwnershipPct	Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
COMPREHENSIVE
DIAGNOSTIC IMAGING CENTER	0.45	0.55
IMAGING PARTNERS

OF ORANGE COUNTY

ST JOSEPH PHYSICIAN
REAL ESTATE: DOCTOR OFFICES	0.5629	0.4371
VENTURE I LLC

Field	Value	IRS element (for citing)
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HOSPITAL OF ORANGE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1100 WEST STEWART DRIVE	AddressLine1Txt
City	ORANGE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92868	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.SJO.ORG	WebsiteAddressTxt
State License	060000172	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Research Facility	Yes (X)	ResearchFacilityInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HOSPITAL OF ORANGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Information Gaps	Yes (X)	InformationGapsInd
CHNA Conducted	13	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	false	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SCHEDULE H, PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	13	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE SCHEDULE H, PART V, SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	500.	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE PART V, SECTION C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE PART V, SECTION C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE SECTION C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
FAP Notice Displayed	Yes (X)	FAPNoticeDisplayedInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
FAP Notified Upon Admission	Yes (X)	FAPNotifiedUponAdmissionInd
FAP Notified Before Discharge	Yes (X)	FAPNotifiedBeforeDischargeInd
FAP Notified All Patients	Yes (X)	FAPNotifiedAllPatientsInd
Documented Elig Determination	Yes (X)	DocumentedEligDeterminationInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Other Method Used	Yes (X)	OtherMethodUsedInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, LINE 5	FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT, COMMUNITY INPUT WAS GATHERED THROUGH A TELEPHONE SURVEY, KEY INFORMANT INTERVIEWS, AND FOCUS GROUPS WITH COMMUNITY MEMBERS IN THE HOSPITAL SERVICE AREA. PROFESSIONAL RESEARCH CONSULTANTS, INC. CONDUCTED A SURVEY IN 2012 OF 1,250 RESIDENTS IN THE ST. JOSEPH HOSPITAL SERVICE AREA. THE SURVEY INSTRUMENT WAS BASED LARGELY ON THE CENTERS FOR DISEASE CONTROL AND PREVENTIONS BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM, AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO NATIONAL HEALTH PROMOTION AND DISEASE PREVENTION OBJECTIVES TARGETED BY HEALTHY PEOPLE 2020. THE RESPONSES WERE WEIGHTED TO MATCH THE DEMOGRAPHIC CHARACTERISTICS OF THE POPULATION AND THEREBY IMPROVE THE REPRESENTATIVENESS OF THE RESULTS. FIVE COMMUNITY AND HEALTH CARE LEADERS WHO ARE KNOWLEDGEABLE ABOUT THE HEALTH NEEDS OF LOCAL RESIDENTS WERE INTERVIEWED IN THE FALL OF 2013. ONE OF THOSE INTERVIEWED WAS A REPRESENTATIVE OF THE ORANGE COUNTY HEALTH CARE AGENCY (ORANGE COUNTYS PUBLIC HEALTH DEPARTMENT). IN ADDITION, EXECUTIVE LEADERS FROM HEALTHY SMILES FOR KIDS OC, LESTONNAC FREE CLINIC, VALLEY HIGH SCHOOL IN SANTA ANA, AND DELHI COMMUNITY CENTER PARTICIPATED IN THE INTERVIEWS. THESE LEADERS REPRESENTED ORGANIZATIONS THAT PROVIDE DIRECT SERVICES (HEALTH AND EDUCATION) TO LOW INCOME COMMUNITIES OF NEED IN ORANGE COUNTY AND ARE PREDOMINANTLY SERVING THE LATINO POPULATION. EACH INTERVIEWEE WAS PROVIDED KEY FINDINGS FROM THE SURVEY AND THEN ASKED TO PROVIDE THEIR OWN INSIGHTS ON THE NEEDS OF THE COMMUNITY. A TOTAL OF 54 COMMUNITY MEMBERS PARTICIPATED IN FIVE FOCUS GROUPS ABOUT HEALTH NEEDS AND QUALITY OF LIFE ISSUES IN THE ST. JOSEPH HOSPITAL SERVICE AREA. THE TRANSCRIPTS OF FOUR FOCUS GROUPS (40 PARTICIPANTS) THAT WERE CONDUCTED IN MAY 2012 FOR THE CAMBODIAN FAMILY, A LOCAL NONPROFIT ORGANIZATION, WERE ANALYZED FOR THIS ASSESSMENT. TWO OF THE FOCUS GROUPS WERE CONDUCTED IN SPANISH, AND TWO IN KHMER. ALL FOUR ASKED ABOUT HEALTH AND QUALITY OF LIFE CHALLENGES IN THE SANTA ANA AREA. A FIFTH FOCUS GROUP WAS CONDUCTED IN OCTOBER 2013. THIS FOCUS GROUP CONSISTED OF 14 CLIENTS OF THE ST. JOSEPH HOSPITAL DIABETES MANAGEMENT PROGRAM AND WAS CONDUCTED IN SPANISH. IN PREPARING THE COMMUNITY HEALTH NEEDS ASSESSMENT, SJHO WORKED WITH PROFESSIONAL RESEARCH CONSULTANTS, INC. (PRC) TO CONDUCT AND ANALYZE THE COMMUNITY SURVEY, AND THE OLIN GROUP, INC. TO CONDUCT INTERVIEWS AND FOCUS GROUPS AND TO SUMMARIZE ALL THE COMMUNITY INPUT. COMMUNITY ORGANIZATIONS THAT PARTICIPATED IN THIS PROCESS INCLUDED THE CAMBODIAN FAMILY, DELHI CENTER, HEALTHY SMILES FOR KIDS - ORANGE COUNTY, LESTONNAC FREE CLINIC, ORANGE COUNTY HEALTH CARE AGENCY, AND VALLEY HIGH SCHOOL. INTERVIEWEES REPRESENTED ORGANIZATIONS THAT SERVE LOW-INCOME, MEDICALLY UNDERSERVED RESIDENTS OF SJHOS COMMUNITY BENEFITS SERVICE AREA. FOCUS GROUP PARTICIPANTS WERE ALL COMMUNITY MEMBERS AND/OR PATIENTS OF THE HOSPITAL OR ITS CLINICS AS WELL AS SPANISH OR KHMER SPEAKING INDIVIDUALS.
SCHEDULE H, PART V, SECTION B, LINE 7A	ST. JOSEPH HOSPITAL OF ORANGE'S CHNA CAN BE FOUND ON THE HOSPITAL'S WEBSITE AT: HTTP://WWW.SJO.ORG/DOCUMENTS/ST_JOSEPH_CHNA-FINAL-APRIL2014.PDF
SCHEDULE H, PART V, SECTION B, LINE 10A	HTTP://WWW.SJO.ORG/DOCUMENTS/FY15_17_CB_PLAN_IMPLEMENTATION_STRATEGY_SJO.P DF
SCHEDULE H, PART V, SECTION B, LINE 11	THE FY15-17 COMMUNITY BENEFIT IMPLEMENTATION STRATEGY WAS DEVELOPED IN RESPONSE TO FINDINGS FROM THE FY14 COMMUNITY HEALTH NEEDS ASSESSMENT AND IS GUIDED BY THE FOLLOWING FIVE CORE PRINCIPLES: DISPROPORTIONATE UNMET HEALTH-RELATED NEEDS; PRIMARY PREVENTION; SEAMLESS CONTINUUM OF CARE; BUILD COMMUNITY CAPACITY; AND COLLABORATIVE GOVERNANCE. IN MARCH 2014, THE COMMUNITY BENEFIT COMMITTEE, A SUB-COMMITTEE OF THE HOSPITAL BOARD OF TRUSTEES PARTICIPATED IN A STUDY SESSION TO IDENTIFY AND PRIORITIZE COMMUNITY NEEDS. THE COMMITTEE USED A RANKING METHOD TOOL TO PRIORITIZE NEEDS BASED ON SPECIFIED CRITERIA PROVIDED. THEY USED THE CRITERIA AS WELL AS A NUMBER RANKING SYSTEM TO RANK THE PRIORITY NEEDS IDENTIFIED THROUGH THE CHNA. THE TOP THREE PRIORITY AREAS THAT THE COMMITTEE SELECTED TO ADDRESS IDENTIFIED NEEDS ARE AS FOLLOWS: ACCESS TO HEALTH CARE - INCREASE ACCESS TO CARE FOR NUMBER OF PERSONS AT 200% OF FEDERAL POVERTY LEVEL IN CENTRAL ORANGE COUNTY WHO LACK APPROPRIATE HEALTH SERVICES. THROUGH HOSPITAL COMMUNITY HEALTH CENTERS SERVING UNDERSERVED/VULNERABLE LOW-INCOME POPULATION, WE WILL INCREASE THE NUMBER OF PATIENTS SERVED BY 20%. WE WILL INCREASE AVAILABILITY OF SPECIALTY CARE PROVIDERS. WE WILL IMPLEMENT PERFORMANCE IMPROVEMENT PLANS THROUGHOUT CLINICS. CHRONIC DISEASE MANAGEMENT - IMPROVE CHRONIC DISEASE MANAGEMENT TO OPTIMIZE HEALTH OUTCOMES FOR PATIENTS AT THE HOSPITALS COMMUNITY HEALTH CENTERS. WE WILL DECREASE HEMOGLOBIN A1C BY ONE PERCENTAGE POINT. WE WILL INCREASE THE NUMBER OF HEALTH CENTER PATIENTS WHO RECEIVE A DIABETIC EYE EXAM BY 10%. WE WILL IMPLEMENT BEST PRACTICE STANDARDS OF CARE FOR COMMUNITY CLINIC CHRONIC DISEASE MANAGEMENT. MENTAL HEALTH - INCREASE THE PROPORTION OF UNDERSERVED POPULATION WHO RECEIVE MENTAL HEALTH SCREENING AND RESOURCES IN COMMUNITY HEALTH CENTER SETTING. WE WILL INTEGRATE BEHAVIORAL HEALTH SCREENING INTO PRIMARY CARE SERVICES. WE WILL COORDINATE REFERRAL SOURCES WITH COMMUNITY PARTNERS. WE WILL PARTICIPATE IN REGIONAL COLLABORATIVE TO PROVIDE PSYCHIATRIC SERVICES, COGNITIVE BEHAVIORAL SERVICES, AND CARE COORDINATION TO COMMUNITY HEALTH CENTER POPULATION. ALTHOUGH NO HEALTH CARE FACILITY CAN ADDRESS ALL OF THE HEALTH NEEDS PRESENT IN ITS COMMUNITY, WE ARE COMMITTED TO CONTINUE OUR MISSION THROUGH COMMUNITY BENEFIT EFFORTS AND BY FUNDING OTHER NON-PROFITS THROUGH THE ST. JOSEPH COMMUNITY PARTNERSHIP FUND. THE FOLLOWING COMMUNITY HEALTH NEEDS IDENTIFIED IN THE MINISTRY CHNA WILL NOT BE DIRECTLY ADDRESSED THROUGH PROGRAMMING OR FUNDING AND AN EXPLANATION IS PROVIDED BELOW: ACCESS TO AFFORDABLE, HEALTHY FOODS: THE HOSPITAL DOES NOT DIRECTLY ADDRESS ACCESS TO NUTRITION FOR THE GENERAL PUBLIC EXCEPT FOR IN THE MEALS ON WHEELS PROGRAM FOR SENIORS AND THE DISABLED; HOWEVER, WE SUPPORT AND ENDORSE GRANT APPLICATIONS TO THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND FOR SEVERAL LOCAL CENTRAL ORANGE COUNTY COMMUNITY BASED FOOD BANKS SEEKING FUNDING FOR SUSTAINABILITY. WITHOUT THIS FUNDING, THESE ORGANIZATIONS WOULD NOT BE ABLE TO SUSTAIN AND/OR FURTHER THEIR WORK IN THIS AREA. LACK OF GREEN SPACE AND PARKS: THE HOSPITAL DOES NOT DIRECTLY ADDRESS GREEN SPACE AND PARKS; HOWEVER WE SUPPORT AND ENDORSE GRANT APPLICATIONS TO THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND-COMMUNITY BUILDING INITIATIVE FOR LOCAL COMMUNITY BASED ORGANIZATIONS WHO DIRECTLY ADDRESS THESE SOCIAL AND INFRASTRUCTURE ISSUES. WITHOUT THIS FUNDING, THESE ORGANIZATIONS WOULD NOT BE ABLE TO SUSTAIN AND/OR FURTHER THEIR WORK IN THIS AREA. AFFORDABLE AND ACCESSIBLE TRANSPORTATION: THE HOSPITAL DOES NOT DIRECTLY ADDRESS TRANSPORTATION; HOWEVER, WHEN PLANNING TO PROVIDE SERVICES TO UNDERSERVED COMMUNITIES, WE DEDICATE RESOURCES TO OUR MOBILE CLINICS THAT STRATEGICALLY TRAVEL TO LOCATIONS, NEIGHBORHOODS AND COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH NEEDS. OUR MOBILE UNITS INCLUDE DENTAL, VISION AND HEALTH SCREENING SERVICES. CULTURAL COMPETENCY: THE HOSPITAL PROVIDES CULTURAL COMPETENCY TRAINING FOR ITS EMPLOYEES; HOWEVER, THESE TRAININGS ARE NOT OPEN TO THE PUBLIC.
SCHEDULE H, PART V, SECTION B, LINE 13H	THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT.
SCHEDULE H, PART V, SECTION B, LINE 16A	http://www.sjo.org/documents/Patient-Financial-Assistance/Financial-Assist ance-Policy-ENGLISH_4.20.16.pdf SCHEDULE H, PART V, SECTION B, LINE 16B http://www.sjo.org/documents/Patient-Financial-Assistance/Financial-Assist ance-Application-SCAL-ENGLISH_3.8.16.pdf
SCHEDULE H, PART V, SECTION B, LINE 16C	http://www.sjo.org/documents/Patient-Financial-Assistance/SJO_FABrochure_2 016.pdf
SCHEDULE H, PART V, SECTION B, LINE 16I	THE ORGANIZATION ADHERES TO STATE REGULATIONS IN PUBLICIZING ITS FINANCIAL ASSISTANCE POLICY. THESE REGULATIONS INCLUDE THE POSTING OF THE FULL POLICY ON THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. IN ADDITION, POLICY NOTICES ARE POSTED IN CONSPICUOUS AREAS SUCH AS EMERGENCY DEPARTMENTS, BILLING OFFICES, ADMISSIONS OFFICES AND OTHER OUTPATIENT SETTINGS. INDIVIDUAL NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR PATIENTS WHO HAVE NOT PROVIDED PROOF OF THIRD-PARTY COVERAGE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE ALSO PROVIDED UPON INQUIRY. WRITTEN NOTICES ARE PROVIDED IN ALL LANGUAGES SPOKEN BY 5% OR MORE OF THE HOSPITAL'S SERVICE AREA.
SCHEDULE H, PART V, SECTION B, LINE 22D	FOR PATIENTS WITH A FAMILY INCOME BETWEEN 201% AND 350% OF FEDERAL POVERTY GUIDELINES (FPG), THE HOSPITAL FACILITY USED MEDICARE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED. FOR PATIENTS WITH A FAMILY INCOME BETWEEN 351% AND 500% OF FPG, THE HOSPITAL FACILITY USED THE AVERAGE OF NEGOTIATED COMMERCIAL INSURANCE RATES TO DETERMINE THE MAXIMUM AMOUNT THAT CAN BE CHARGED.

Field	Value	IRS element (for citing)
Facility	13	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
RADIOLOGYIMAGING CENTER
1140 WEST LA VETA	ORANGE	CA	92868	RADIOLOGY AND IMAGING SERVICES
OUTPATIENT SURGICENTER
1140 WEST LA VETA	ORANGE	CA	92868	OUTPATIENT SURGERY
SANTA ANA CHRONIC DIALYSIS
2212 EAST 4TH STREET	SANTA ANA	CA	92705	DIALYSIS SERVICES
MATERNAL FETAL TESTING
1140 WEST LA VETA	ORANGE	CA	92868	FETAL TESTING
PHYSICAL REHABILITAION
1310 WEST STEWART DR SUITE 203	ORANGE	CA	92868	PHYSICAL THERAPY
ST JOSEPH HOSPITAL WOUND CARE CENTER
431 SOUTH BATAVIA SUITE 100	ORANGE	CA	92868	WOUND CARE CENTER
SLEEP CENTER
1310 WEST STEWART CENTER SUITE 403	ORANGE	CA	92868	SLEEP DISORDER CENTER
COMPREHENSIVE IMAGING PARTNERS OF OC LLC
1 CITY BOULEVARD WEST SUITE 1100	ORANGE	CA	92868	IMAGING CENTER
CENTER FOR CANCER PREVENTION & TREATMENT
1140 WEST LA VETA	ORANGE	CA	92868	CANCER CENTER
ST JOSEPH SISTER ELIZABETH BUILDING
1300 WEST PALMYRA	ORANGE	CA	92868	DIALYSIS, BEHAVIORAL HLTH, RENAL TRANS & SLEEP CTR
CARDIOLOGY
1140 WEST LA VETA	ORANGE	CA	92868	CARDIOLOGY SERVICES
MOTHER BABY
363 NORTH MAIN STREET	ORANGE	CA	92868	WOMEN AND CHILDREN
SINUS CENTER
1140 WEST LA VETA SUITE 510	ORANGE	CA	92868	SINUS CENTER

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART I, LINE 3C	IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE, THE ORGANIZATION ALSO CONSIDERED CERTAIN ASSETS OF A PATIENT. IN ADDITION, A PATIENT'S SPECIAL CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO DISABILITY AND HOMELESSNESS ARE CONSIDERED WHEN DETERMINING ELIGIBILITY.
SCHEDULE H, PART I, LINE 6A	ST. JOSEPH HOSPITAL OF ORANGE PREPARES AN ANNUAL REPORT AND IT IS PUBLICLY AVAILABLE AT HTTP://WWW.SJO.ORG/DOCUMENTS/COMMUNITY_BENEFIT/FY16-SJO-COMMUNITY-BENEFIT- REPORT.PDF
SCHEDULE H, PART I, LINE 7	THE AMOUNTS REPORTED IN THE TABLE WERE CALCULATED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. THE COST ACCOUNTING SYSTEM ADDRESSES ALL PATIENT SEGMENTS.
SCHEDULE H, PART I, LINE 7G	NO COSTS WERE ATTRIBUTED TO PHYSICIAN CLINICS.
SCHEDULE H, PART III, LINE 2	THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND TRENDS TO ESTIMATE THE APPROPRIATE BAD DEBT EXPENSE. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED PRIOR TO CALCULATING BAD DEBT EXPENSE.
SCHEDULE H, PART III, LINE 3	THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USED AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT WERE INITIALLY CLASSIFIED AS BAD DEBT. COLLECTION ACTIONS WERE NOT PURSUED ON THESE ACCOUNTS ONCE THEY WERE RECLASSIFIED BECAUSE RECLASSIFIED ACCOUNTS RECEIVED A 100 PERCENT WRITE-OFF OF THE BALANCE DUE. AFTER THE RECLASSIFICATION THERE WAS NO REMAINING AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART III, LINE 4	FINANCIAL STATEMENT BAD DEBT EXPENSE FOOTNOTE THE HEALTH SYSTEM RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT CREDIT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED PAYORS ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION REGULARLY ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS.
SCHEDULE H, PART III, LINE 8	THE ORGANIZATION DOES NOT REPORT MEDICARE REVENUES AND EXPENSES AS COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED FROM THE MEDICARE COST REPORT USING CMS STANDARD COSTING METHODS. THIS INCLUDES STEP-DOWN ALLOCATION PROCESSES WHICH ARE APPLIED TO CALCULATE ALLOWABLE MEDICARE COSTS.
SCHEDULE H, PART III, LINE 9B	PATIENT ACCOUNTS WERE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MADE A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMED AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIED FOR FINANCIAL ASSISTANCE. ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR FREE CARE WERE WRITTEN OFF AND COLLECTION EFFORTS WERE NOT PURSUED. THE ORGANIZATION'S COLLECTION POLICY ALSO APPLIED TO ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR DISCOUNTED CARE.
SCHEDULE H, PART VI, LINE 2	NEEDS ASSESSMENT ST. JOSEPH HOSPITAL OF ORANGE (SJO) COMPLETED A NEEDS ASSESSMENT IN 2014. In 2012 AND 2013, SJO GATHERED INFORMATION TO COMPLETE ITS NEEDS ASSESSMENT. COMMUNITY INPUT WAS OBTAINED FROM A PHONE SURVEY, FIVE FOCUS GROUPS, AND INTERVIEWS WITH FIVE LEADERS IN THE COMMUNITY. INFORMATION ABOUT THE COMMUNITY WAS ALSO PULLED FROM THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD), THE 2010 CENSUS AND THE AMERICAN COMMUNITY SERVEY (ACS). IN PREPARING THE COMMUNITY HEALTH NEEDS ASSESSMENT, SJO WORKED WITH PROFESSIONAL HEALTH RESEARCH CONSULTANTS, INC. (PRC) TO CONDUCT AND ANALYZE THE COMMUNITY SURVEY, AND THE OLIN GROUP, INC TO CONDUCT THE INTERVIEWS AND FOCUS GROUPS AND TO SUMMARIZE ALL COMMUNITY INPUT. COMMUNITY ORGANIZATIONS THAT PARTICIPATED IN THIS PROCESS INCLUDED THE CAMBODIAN FAMILY, DELHI CENTER, HEALTHY SMILES FOR KIDS-ORANGE COUNTY, LESTONNAC FREE CLINIC, ORANGE COUNTY HEALTH CARE AGENCY, AND VALLEY HIGH SCHOOL. INTERVIEWEES REPRESENTED ORGANIZATIONS THAT SERVE LOW-INCOME MEDICALLY UNDERSERVED RESIDENTS OF SJO'S COMMUNITY BENEFITS SERVICE AREA. FOCUS GROUP PARTICIPANTS WERE ALL COMMUNITY MEMBERS AND/OR PATIENTS OF THE HOSPITAL OR ITS CLINICS, AS WELL AS SPANISH OR KHMER SPEAKING INDIVIDUALS. FURTHERMORE, ST. JOSEPH HOSPITAL OF ORANGE COLLABORATES WITH COMMUNITY PARTNERS ON AN ONGOING BASIS TO ADDRESS NEW AND/OR ARISING COMMUNITY NEEDS, SUPPORTS COMMUNITY EFFORTS TO COORDINATE CARE, AND CONTINUOUSLY ASSESSES FEEDBACK FROM THE POPULATION SERVICED TO DETERMINE THE BEST COURSE OF ACTION TO ADDRESSING NEW AND IDENTIFIED UNMET NEEDS. ST. JOSEPH HOSPITAL OF ORANGE ENGAGES COLLABORATIVE PARTNERS ON A REGIONAL AND LOCAL LEVEL. ONE EXAMPLE OF THESE EFFORTS IS OUR MEMBERSHIP PARTICIPATION WITH THE COALITION OF ORANGE COUNTY COMMUNITY HEALTH CENTERS (CCOCCHC). IT IS ONE IMPORTANT WAY THAT ST. JOSEPH HOSPITAL OF ORANGE MAINTAINS ABREAST OF EMERGING ISSUES AND NEEDS. COCCHC PROVIDES A PLATFORM FOR DIRECT SERVICES, PROVIDES TO SHARE RESOURCES AND ENGAGE IN SHORT AND LONG-TERM PARTNERSHIPS THAT ADDRESS UNMET HEALTH NEEDS IN THE COMMUNITY. AN IMPORTANT COLLABORATION TO NOTE IS OUR SUPPORT IN ASSISTING YOUNG ADULTS TO WALK OUT OF POVERTY. ST JOSEPH HOSPITAL OF ORANGE PROVIDES TALLER SAN JOSE STUDENTS/PARTICIPANTS ESSENTIAL PRE-EMPLOYMENT SCREENINGS AND VACCINES/IMMUNIZATIONS NECESSARY IN ORDER FOR STUDENTS TO PURSUE EMPLOYMENT ONCE THEY COMPLETE THEIR PROGRAM. TALLER SAN JOSE PROVIDES ORANGE COUNTY'S MOST DISADVANTAGED YOUTH THE LIFE SKILLS AND JOB TRAINING NEEDED TO ACHIEVE PERSONAL AND PROFESSIONAL SUCCESS. ANOTHER EXAMPLE OF COLLABORATION INCLUDES OUR COLLABORATIVE PARTNERSHIP WITH WASTE NOT OC COALITION. EVERY WEEK, ST. JOSEPH HOSPITAL OF ORANGE DONATES SURPLUS FOOD THAT IS DISTRIBUTED TO LOCAL FOOD PANTRIES WITH THE GOAL TO END HUNGER IN ORANGE COUNTY.
SCHEDULE H, PART VI, LINE 3	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE THE ORGANIZATION POSTED NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES WERE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES WERE ALSO POSTED AT LOCATIONS WHERE A PATIENT COULD PAY THEIR BILL. NOTICES INCLUDED CONTACT INFORMATION ON HOW A PATIENT COULD OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES WERE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT WERE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATED LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS WERE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND WERE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY HAVE BEEN ELIGIBLE.
SCHEDULE H, PART VI, LINE 4	COMMUNITY INFORMATION ST. JOSEPH HOSPITAL OF ORANGE (SJO) PROVIDES CENTRAL ORANGE COUNTY COMMUNITIES WITH ACCESS TO ADVANCED CARE AND ADVANCED CARING. THE HOSPITAL'S SERVICE AREA EXTENDS FROM THE 91 FREEWAY - NORTH BOUNDARY, PACIFIC COAST HWY - SOUTH BOUNDARY, 15 FREEWAY - EAST BOUNDARY, AND 605 FREEWAY - WEST. OUR HOSPITAL TOTAL SERVICE AREA INCLUDES THE CITIES OF ANAHEIM, GARDEN GROVE, MIDWAY CITY, ORANGE, SANTA ANA, TUSTIN, VILLA PARK, WESTMINSTER, BUENA PARK, COSTA MESA, FOUNTAIN VALLEY, FULLERTON, HUNTINGTON BEACH, IRVINE, LAKE FOREST, AND STANTON. THIS INCLUDES A POPULATION OF APPROXIMATELY 2,490,784 PEOPLE, AN INCREASE OF 7% FROM THE PRIOR ASSESSMENT. OTHER HOSPITALS IN THE AREA INCLUDE: ST. JUDE MEDICAL CENTER, WESTERN MEDICAL CENTER SANTA ANA, ORANGE COAST MEMORIAL MEDICAL CENTER, FOUNTAIN VALLEY REGIONAL MEDICAL CENTER, KAISER PERMANENTE ORANGE COUNTY, HOAG HOSPITALS (NEWPORT BEACH AND IRVINE), CHILDREN'S HOSPITAL OF ORANGE COUNTY AND UCI MEDICAL CENTER. IN CENTRAL ORANGE COUNTY, AN URBAN METROPOLIS, THE REGION'S ECONOMICALLY POOR RESIDENTS FACE SIGNIFICANT CHALLENGES AND BARRIERS AS IT RELATES TO ACHIEVING OPTIMAL HEALTH OUTCOMES. IN 1993, CENTRAL SANTA ANA WAS FEDERALLY DESIGNATED AS A MEDICALLY UNDERSERVED AREA (MUA). SOUTH GARDEN GROVE AND WEST SANTA ANA WERE DESIGNATED AS MEDICALLY UNDERSERVED POPULATIONS (MUP). THERE WERE 4 POPULATION GROUPS DESIGNATED AS HEALTH PROFESSIONAL SHORTAGE AREAS (HPSAS) FOR PRIMARY MEDICAL CARE IN EAST AND WEST ANAHEIM, SOUTH SANTA ANA, GARDEN GROVE AND NORTH STANTON. ACCORDING TO THE INTERCITY HARDSHIP INDEX (IHI), 364 OUT OF APPROXIMATELY 400 NEIGHBORHOOD BLOCK GROUPS IN ORANGE COUNTY WITH THE HIGHEST NEED ARE WITHIN THE SJO PRIMARY SERVICE AREA. THE AVERAGE ANNUAL INCOME PER PERSON IN THE HIGHEST NEED AREAS WITHIN THE SJO PRIMARY SERVICE AREA RANGES FROM $5,777 TO $25,549. THE CITIES OF SANTA ANA, ANAHEIM AND PLACENTIA HAVE TOP 4 BLOCK GROUPS WITH 74% TO 89% OF THE POPULATION OVER THE AGE OF 25 WITH LESS THAN A HIGH SCHOOL EDUCATION. THESE SAME CITIES HAVE TOP 19 BLOCK GROUPS WITHIN 22% TO 40.7% OF HOUSEHOLDS BELOW THE FEDERAL POVERTY LEVEL. THE CITIES OF ANAHEIM, HUNTINGTON BEACH, ORANGE, PLACENTIA, SANTA ANA AND STANTON HAVE TOP 42 BLOCK GROUPS WITH 30% TO 43% OF HOUSING UNITS WITH 7+ PEOPLE. ANOTHER HELPFUL TOOL THAT QUANTIFIES NEED IN COMMUNITIES IS THE COMMUNITY NEED INDEX (CNI). THE CNI DEMONSTRATES NEED AT THE ZIP CODE LEVEL. RESEARCH INDICATES A STRONG CORRELATION BETWEEN HIGH CNI SCORES AND HOSPITAL ADMISSION RATES. RESIDENTS WHO LIVE IN AREAS WITH THE HIGHEST NEED WERE TWICE AS LIKELY TO EXPERIENCE PREVENTABLE HOSPITALIZATION FOR MANAGEABLE CONDITIONS (I.E. EAR INFECTIONS, PNEUMONIA, ETC.). EIGHT CITIES (18 ZIP CODES) IN CENTRAL ORANGE COUNTY HAD A SCORE OF "HIGHEST NEED." HOSPITAL TOTAL SERVICE AREA THE COMMUNITY SERVED BY THE HOSPITAL IS DEFINED BASED ON THE GEOGRAPHIC ORIGINS OF THE HOSPITAL'S INPATIENTS. THE HOSPITAL TOTAL SERVICE AREA IS COMPRISED OF BOTH THE PRIMARY SERVICE AREA (PSA) AS WELL AS THE SECONDARY SERVICE AREA (SSA) AND IS ESTABLISHED BASED ON THE FOLLOWING CRITERIA: - PSA: 70% OF DISCHARGES (EXCLUDING NORMAL NEWBORNS) - SSA: 71%-85% OF DISCHARGES (DRAW RATES PER ZIP CODE ARE CONSIDERED AND PSA/SSA ARE MODIFIED ACCORDINGLY) - INCLUDES ZIP CODES FOR CONTINUITY - NATURAL BOUNDARIES ARE CONSIDERED (I.E. FREEWAYS, MOUNTAIN RANGES, ETC.) - CITIES ARE PLACED IN PSA OR SSA, BUT NOT BOTH.
SCHEDULE H, PART VI, LINE 5	PROMOTION OF COMMUNITY HEALTH REALIZING OUR MISSION ST. JOSEPH HOSPITAL OF ORANGE IS COMMITTED TO PROMOTING THE HEALTH AND QUALITY OF LIFE OF ITS SURROUNDING COMMUNITY. THIS IS DEMONSTRATED THROUGH THE FOLLOWING MECHANISMS: THERE IS A COMMUNITY BENEFIT COMMITTEE THAT HAS COMMUNITY REPRESENTATION, AN OPEN MEDICAL STAFF, AND WE MANAGE COMMUNITY BENEFIT PROGRAMS WHICH ARE PARTLY FUNDED BY CARE FOR THE POOR DOLLARS. ST. JOSEPH HOSPITAL OF ORANGE IS A HEALING MINISTRY OF ST. JOSEPH HEALTH SYSTEM, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM. ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. ST. JOSEPH HEALTH SYSTEM INCLUDES ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPITAL CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT THE MISSION. LOCAL COMMUNITY BENEFIT COMMITTEE: THE ROLE OF THE ST. JOSEPH HOSPITAL OF ORANGE COMMUNITY BENEFIT COMMITTEE IS TO SUPPORT THE BOARD OF TRUSTEES IN OVERSEEING COMMUNITY BENEFIT EFFORTS. THE COMMITTEE ACTS IN ACCORDANCE WITH A BOARD-APPROVED CHARTER. THE COMMUNITY BENEFIT COMMITTEE IS CHARGED WITH DEVELOPING POLICIES AND PROGRAMS THAT ADDRESS IDENTIFIED NEEDS IN THE SERVICE AREA PARTICULARLY FOR UNDERSERVED POPULATIONS, OVERSEEING DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN/IMPLEMENTATION STRATEGY REPORTS, AND PROVIDING DIRECTION OF COMMUNITY BENEFIT ACTIVITIES. THE COMMUNITY BENEFIT COMMITTEE HAS A MINIMUM OF EIGHT MEMBERS INCLUDING THREE MEMBERS OF THE BOARD OF TRUSTEES. CURRENT MEMBERSHIP INCLUDES THREE MEMBERS OF THE BOARD OF TRUSTEES AND EIGHT COMMUNITY MEMBERS. A MAJORITY OF MEMBERS HAVE KNOWLEDGE AND EXPERIENCE WITH THE POPULATIONS MOST LIKELY TO HAVE DISPROPORTIONATE UNMET HEALTH NEEDS. THE COMMUNITY BENEFIT COMMITTEE GENERALLY MEETS BI-MONTHLY. COMMUNITY BENEFIT INVESTMENT: THIS IS DEMONSTRATED THROUGH THE FOLLOWING KEY PROGRAMS: INITIATIVE #1: ACCESS TO HEALTH CARE SJO COMMUNITY CLINICS SERVED 6,543 PATIENTS ADDITIONALLY, 2,337 NEW PATIENTS SELECTED SJO COMMUNITY CLINICS AS THEIR MEDICAL HOME WHICH WAS 3% (57 PATIENTS) INCREASE OVER LAST FISCAL YEAR. WE INCREASED THE AVAILABILITY OF SPECIALTY CARE PROVIDERS SUCCESSFULLY THROUGH A COLLABORATIVE PARTNERSHIP WITH ST. JOSEPH HERITAGE MEDICAL GROUP. SJO COMMUNITY CLINICS ACQUIRED 19 SPECIALTY GROUPS WITH ACCESS TO 125 SPECIALTY CARE PROVIDERS. INITIATIVE #2: CHRONIC DISEASE MANAGEMENT THE TOTAL NUMBER OF DIABETIC PATIENTS WHO WERE "UNCONTROLLED" DECREASED FROM 536 TO 497. THE VISION MOBILE CLINIC INCREASED THE NUMBER OF PATIENTS SEEN BY 46. TOTALING THE NUMBER OF DIABETIC PATIENTS TO 907, OF THOSE 679 (75%) RECEIVED A DIABETIC EYE EXAM. A 9% INCREASE FROM THE PREVIOUS FISCAL YEAR. INITIATIVE #3: MENTAL HEALTH WE DETERMINED A NEED FOR INTERVENTION TO PROVIDE COMPREHENSIVE MENTAL HEALTH SERVICES TO CLINIC PATIENT POPULATION. ST. JUDE MEDICAL CENTER, MISSION HOSPITAL, HOAG HOSPITAL AND ST. JOSEPH HOSPITAL HAVE ENTERED INTO A COLLABORATIVE PARTNERSHIP TO ADDRESS THE UNMET NEED FOR BEHAVIORAL HEALTH SERVICES FOR THE MOST UNDERSERVED POPULATION IN ORANGE COUNTY. THE REGIONAL PSYCHIATRY COLLABORATIVE PROJECT PROVIDES LOW INCOME PATIENTS SERVED BY THE MINISTRIES WITH MEDICATION MANAGEMENT THROUGH A PSYCHIATRIST AS WELL AS CARE COORDINATION TO ENSURE CONTINUUM OF CARE THROUGH THE COMMUNITY CLINICS. ASSESSMENT AND COUNSELING IS PROVIDED AT LA AMISTAD, ST. JUDE, FAMILY RESOURCE CENTER MISSION VIEJO AND CENTER FOR HEALTHY LIVING COSTA MESA OR REFERRED OUT TO THE NEW ORANGE COUNTY HEALTH CARE AGENCY BEHAVIORAL HEALTH SERVICES. THE PSYCHIATRIST AND CARE COORDINATOR TRAVEL TO EACH SITE TO PROVIDE MEDICATION MANAGEMENT, EVALUATIONS IN COORDINATION WITH PRIMARY CARE SITES. THE LICENSED CLINICAL SOCIAL WORKER (LCSW) PROVIDES COGNITIVE BEHAVIORAL THERAPY TO PATIENTS REFERRED BY THE PSYCHIATRIST AND CLINIC PROVIDERS. LOCAL MENTAL HEALTH COUNSELING RESOURCES. THE LIST WAS OFFERED TO PATIENTS WHO SCORED MODERATE DURING THE SCREENING. ALL PATIENTS SCREENED WERE OFFERED A FOLLOW UP APPOINTMENT WITH THEIR CLINIC PROVIDER. SOUTHERN CALIFORNIA REGIONAL SJHS MINISTRIES SECURED FUNDING TO PROVIDE TELEHEALTH PSYCHIATRY SERVICES FOR UNDERSERVED CENTER'S PATIENT POPULATION.
SCHEDULE H, PART VI, LINE 6	AFFILIATED HEALTH CARE SYSTEM ST. JOSEPH HOSPITAL OF ORANGE IS A HEALING MINISTRY OF ST. JOSEPH HEALTH, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM. ST. JOSEPH HEALTH IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 16 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPITAL CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION TO EXTEND 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 THE PEOPLE IN THE COMMUNITIES WE SERVE. SJH COMMUNITY PARTNERSHIP FUND (FORMERLY THE ST. JOSEPH HEALTH SYSTEM FOUNDATION) IN 1986, ST JOSEPH HEALTH (SJH) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITTMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTH CARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE SERVICES, SJH CREATED THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND (FORMERLY THE ST. JOSEPH HEALTH SYSTEM FOUNDATION) TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. EVERY YEAR, EACH ST. JOSEPH HOSPITAL MINISTRY CONTRIBUTES 10 PERCENT OF ITS NET INCOME TO THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND. IN FISCAL YEAR 2016, ST. JOSEPH OF ORANGE CONTRIBUTED $3.0 MILLION TO THE SJH CARE FOR THE POOR FUND. AND $987 THOUSAND TO THE SJH COMMUNITY PARTNERSHIP FUND. MOST OF THESE FUNDS ARE USED TO CARE FOR THE ECONOMICALLY POOR IN LOCAL COMMUNITIES. THE REST IS DEVOTED TO FUNDING GRANT INITIATIVES, INCLUDING THOSE DEVOTED TO WELLNESS AND PREVENTION AND ENSURING THAT THE COMMUNITY PARTNERSHIP FUND CAN SUSTAIN PROGRAMS TO CONTINUALLY HELP LOW-INCOME AND UNDERSERVED POPULATIONS. COMMUNITY INVESTMENT FUND ST JOSEPH HEALTH FURTHER RECOGNIZES THAT THE HEALTH OF ANY COMMUNITY DEPENDS ON THE MAINTENANCE AND CREATION OF STRONG STRUCTURES--BOTH PHYSICAL AND SOCIAL--THAT CONTRIBUTE TO THE LONG-TERM WELL-BEING OF PEOPLE. THAT PHILOSOPHY INSPIRED THE INITIATION OF THE COMMUNITY INVESTMENT FUND-AN EFFORT TO ENABLE NON-PROFIT 501(C)(3) ORGANIZATIONS TO ACHIEVE THEIR FULL POTENTIAL AND PLAY A MAJOR ROLE IN THE GROWTH OF THEIR COMMUNITIES. THE COMMUNITY INVESTMENT FUND PROVIDES CAPITAL IN THE FORM OF LOANS, DEPOSITS OR OTHER SUPPORT TO NON-PROFITS TO PROMOTE SOCIAL GOOD AND THE DEVELOPMENT OF HEALTHIER COMMUNITIES. IN FISCAL YEAR 2016, A TOTAL OF $11.2 MILLION WAS INVESTED INTO THE COMMUNITY THROUGH LOANS AND LINES OF CREDIT. FUNDED NON-PROFITS INCLUDE THOSE THAT SERVE THE HOMELESS, PROVIDE AFFORDABLE HOUSING, PROVIDE ACCESS TO PRIMARY MEDICAL CARE, AND ADDRESS YOUTH DEVELOPEMENT. LEARN MORE ABOUT SJH COMMUNITY BENEFIT AT STJHS.ORG
SCHEDULE H, PART VI, LINE 7	STATE FILING OF COMMUNITY BENEFIT REPORT CALIFORNIA

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
TALLER SAN JOSE
801 N BROADWAY	SANTA ANA	CA	92701	593816355	501(c)(3)	$10,000	PROGRAM SUPPORT
AMERICAN HEART ASSOCIATION
4600 CAMPUS DRIVE	IRVINE	CA	92617	135613789	501(c)(3)	$24,199	WOMEN'S HEART HEALTH
ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHAELSON DR STE 100	IRVINE	CA	92612	330143024	501(c)(3)	$3,947,500	CARE FOR THE POOR
ORANGE COUNTY CHAMBER OF COMMERCE FDN
1940 N TUSTIN ST STE 107	ORANGE	CA	92865	472733835	501(c)(3)	$11,500	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
PATIENT HOUSING ASSISTANCE	13	$7,861
PATIENT INSURANCE ASSISTANCE	2	$1,096
PATIENT MEDICAL TREATMENT	1	$75
PATIENT MEDICATION/SUPPLIES	2	$2,717
MEDS FOR UNDERSERVED PATIENTS	288		$71,248	FMV	TRANSPLANT MEDICINE

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING THE USE OF GRANTS ALL ORGANIZATIONS RECEIVING FUNDS MUST BE 501(C)(3) WHICH ARE ENGAGED IN A CHARITABLE FUNCTION WHICH IS IN LINE WITH THE MISSION OF THE HOSPITAL AND BENEFITS THE COMMUNITY. NO FURTHER MONITORING IS DONE AFTER THE INITIAL REQUIREMENTS ARE MET. ASSISTANCE MONIES IDENTIFIED IN PART III ARE DISBURSED DIRECTLY TO THE VENDOR OR TO THE PATIENT AFTER APPROPRIATE SUPPORTING DOCUMENTS HAVE BEEN PROVIDED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
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 (20 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
KEVIN LUNDON
FORMER KEY EMPLOYEE	$0	$0	$0	$0	$223,327	$0	$0	$0	$0	$0	$223,327	$0	$0	$0
CURT ZIMMER
ED OF FINANCE (FORMER OFFICER)	$160,591	$0	$25,799	$0	$3,348	$0	$8,744	$0	$25,322	$0	$223,804	$0	$0	$0
CHRISTINE PHIPPS
EXEC DIRECTOR, SURGICAL SVCS	$178,476	$0	$27,689	$0	$3,573	$0	$14,887	$0	$22,040	$0	$246,665	$0	$0	$0
DENISE FRIDAY
I.R./CATH LAB TECH	$219,889	$0	$0	$0	$525	$0	$11,360	$0	$25,740	$0	$257,514	$0	$0	$0
CHANDA PARRETT
VP FOUNDATION/FUND RAISING	$189,892	$0	$45,111	$0	$22,872	$0	$15,340	$0	$10,139	$0	$283,354	$0	$0	$0
SAIED AMIRPOOR
DIRECTOR PHARMACY	$218,514	$0	$25,865	$0	$4,307	$0	$16,278	$0	$22,877	$0	$287,841	$0	$0	$0
LINDA SIMON
VP, MISSION INTEGRATION	$211,590	$0	$50,207	$0	$31,965	$0	$19,211	$0	$10,104	$0	$323,077	$0	$0	$0
RAYMOND CASCIARI
FORMER HIGHEST COMPENSATED EMP	$0	$0	$0	$0	$331,419	$0	$0	$0	$0	$0	$331,419	$0	$0	$0
MARY LEAHY
VP HUMAN RESOURCES	$258,633	$0	$62,461	$0	$33,949	$0	$17,939	$0	$26,912	$0	$399,894	$0	$0	$0
THOMAS HILL
VP OPERATIONS GENERAL SERVICES	$255,828	$0	$70,428	$0	$37,582	$0	$21,200	$0	$31,647	$0	$416,685	$0	$0	$0
KRISTI LIBERATORE
CHIEF FINANCIAL OFFICER	$293,541	$0	$70,517	$0	$28,371	$0	$10,600	$0	$24,409	$0	$427,438	$0	$0	$0
CATHERINE SKELTON
VP PATIENT CARE SERVICES/CNO	$285,217	$0	$68,449	$0	$39,105	$0	$21,200	$0	$22,463	$0	$436,434	$0	$0	$0
JEREMY ZOCH
CHIEF OPERATING OFFICER	$347,252	$0	$82,651	$0	$32,576	$0	$10,600	$0	$23,084	$0	$496,163	$0	$0	$0
LAWRENCE WAGMAN
EXECUTIVE MEDICAL DIRECTOR	$581,195	$0	$67,468	$0	$88,912	$0	$10,600	$0	$23,349	$0	$771,524	$0	$0	$0
JO ANN ESCASA-HAIGH
TRUSTEE	$0	$519,385	$0	$262,021	$0	$67,271	$0	$13,250	$0	$23,451	$0	$885,378	$0	$0
STEVEN MOREAU
TRUSTEE, EX OFFICIO, PRES, CEO	$0	$606,946	$0	$248,381	$0	$67,840	$0	$10,600	$0	$17,154	$0	$950,921	$0	$0
ALAN GARRETT
CEO, SMMC (FORMER OFFICER)	$0	$501,614	$0	$221,973	$0	$73,720	$0	$23,850	$0	$24,506	$0	$845,663	$0	$0
TARA COWELL
SECRETARY/VP ASSOC GEN COUNSEL	$0	$291,327	$0	$113,980	$0	$38,475	$0	$18,495	$0	$30,318	$0	$492,595	$0	$0
TINA MYCROFT
CFO, SJHH (FORMER OFFICER)	$0	$356,648	$0	$151,690	$0	$48,175	$0	$23,850	$0	$25,613	$0	$605,976	$0	$0
MARY VINCENT
FORMER KEY EMPLOYEE	$148,382	$0	$0	$0	$33,359	$0	$0	$0	$0	$0	$181,741	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	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. ST. JOSEPH HOSPITAL OF ORANGE MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTERS' FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING INDIVIDUAL RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. KRISTI LIBERATORE - $4,563
SCHEDULE J, PART I, LINE 3	DESCRIPTION OF CEO PAID BY EXEMPT PARENT THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS USED BY ST. JOSEPH HEALTH SYSTEM.
SCHEDULE J, PART I, LINE 4A	SEVERANCE PAY THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: RAYMOND CASCIARI - $331,419 KEVIN LUNDON - $223,327 MARY ANN VINCENT - $ 33,359
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 J, PART I, LINE 7	A PORTION OF EXECUTIVE SALARIES ARE PLACED "AT-RISKARE 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 L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (16 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
CONTRIBUTOR 4
SUBSTANTIAL CONTRIBUTORS	$867,719	MEDICAL SERVICES	false
CONTRIBUTOR 10
SUBSTANTIAL CONTRIBUTORS	$220,022	PLUMBING SERVICES	false
CONTRIBUTOR 18
SUBST CONTRIB & BD MEMBER	$110,568	MEDICAL SERVICES
CONTRIBUTOR 38
SUBSTANTIAL CONTRIBUTORS	$249,841	ELECTRICAL SERVICES	false
CONTRIBUTOR 42
SUBSTANTIAL CONTRIBUTORS	$384,229	MEDICAL SERVICES	false
CONTRIBUTOR 44
SUBST CONTRIB & BD MEMBER	$123,876	MEDICAL SERVICES	false
CONTRIBUTOR 48
SUBSTANTIAL CONTRIBUTORS	$105,407	SAFETY SERVICES	false
CONTRIBUTOR 58
SUBSTANTIAL CONTRIBUTORS	$1,918,895	CONSTRUCTION SERVICES	false
CONTRIBUTOR 61
SUBSTANTIAL CONTRIBUTORS	$2,597,840	MEDICAL SERVICES	false
CONTRIBUTOR 91
SUBSTANTIAL CONTRIBUTORS	$918,818	MEDICAL SERVICES	false
CONTRIBUTOR 96
SUBSTANTIAL CONTRIBUTORS	$224,195	MEDICAL SERVICES	false
CONTRIBUTOR 103
SUBSTANTIAL CONTRIBUTORS	$193,478	MEDICAL SERVICES	false
CONTRIBUTOR 105
SUBSTANTIAL CONTRIBUTORS	$475,352	MAINTENANCE SERVICES	false
CONTRIBUTOR 116
SUBSTANTIAL CONTRIBUTORS	$161,300	ENIVRONMENTAL SERVICES	false
CONTRIBUTOR 118
SUBSTANTIAL CONTRIBUTORS	$4,119,199	MEDICAL SERVICES	false
CONTRIBUTOR 138
SUBSTANTIAL CONTRIBUTORS	$1,251,510	PARKING SERVICES	false

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$7,450	NoncashContributionsRptF990Amt
Method Of Determining Revenues	cost or sales price	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	8	ContributionCnt
Noncash Contributions Rpt F990	$718,873	NoncashContributionsRptF990Amt
Method Of Determining Revenues	cost or sales price	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	15	ContributionCnt
Noncash Contributions Rpt F990	$12,190	NoncashContributionsRptF990Amt
Method Of Determining Revenues	cost or sales price	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GIFT CERTIFICATES	4	$400	cost or sales price
Yes (X)	ITEMS FOR AUCTION	20	$11,818	cost or sales price
Yes (X)	MEDICAL EQUIPMENT	1	$12,000	cost or sales price

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, COLUMN B	FormAndLineReferenceDesc
Explanation	THE AMOUNTS REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4	REALIZING OUR MISSION ST. JOSEPH HOSPITAL OF ORANGE HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE PEOPLE IN THE LOCAL COMMUNITY FOR OVER 86 YEARS. SERVING THE COMMUNITIES OF ANAHEIM, GARDEN GROVE, HUNTINGTON BEACH, ORANGE, SANTA ANA, TUSTIN AND WESTMINSTER, ST. JOSEPH HOSPITAL OF ORANGE IS AN ACUTE CARE HOSPITAL THAT PROVIDES QUALITY CARE IN THE AREAS OF BARIATRIC SURGERY, BEHAVIORAL HEALTH, CARDIAC CARE, CANCER TREATMENT, NASAL AND SINUS CENTER, KIDNEY DIALYSIS CENTER, ORTHOPEDIC SERVICES AND OUR CUTTING-EDGE MATERNITY CENTER. WITH OVER 2,840 EMPLOYEES COMMITTED TO REALIZING THE MISSION, ST. JOSEPH HOSPITAL OF ORANGE IS ONE OF THE LARGEST EMPLOYERS IN THE SOUTHERN CALIFORNIA REGION. AS A MEMBER OF THE ST. JOSEPH HEALTH, ST. JOSEPH HOSPITAL OF ORANGE IS COMMITTED TO EXTEND 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 SYSTEM MINISTRY. PATIENT FINANCIAL ASSISTANCE PROGRAM ST. JOSEPH HOSPITAL OF ORANGE BELIEVES THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY ST. JOSEPH HOSPITAL OF ORANGE HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM (FAP) THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. IN FY16, ST. JOSEPH HOSPITAL OF ORANGE PROVIDED $4,096,529 IN FREE AND DISCOUNTED CARE. MEDICAID PROGRAM ST. JOSEPH HOSPITAL OF ORANGE PROVIDED ACCESS TO UNINSURED AND UNDERINSURED PERSONS BY PARTICIPATING IN THE FEDERAL AND STATE SPONSORED MEDICAID PROGRAM. IN FY16, ST. JOSEPH HOSPITAL OF ORANGE PROVIDED $66,839,941 IN MEDICAID SHORTFALL. PROGRAM SERVICE ACCOMPLISHMENTS LA AMISTAD FAMILY HEALTH CENTER- MEDICAL AND DENTAL SERVICES LA AMISTAD DE JOS FAMILY HEALTH CENTER IS A FIXED-SITE HEALTH CLINIC THAT BEGAN OPERATIONS IN 1986. THE CENTER LOGGED APPROXIMATELY 15,000 VISITS IN FY16; SERVING ECONOMICALLY DISADVANTAGED INDIVIDUALS WHO DO NOT HAVE HEALTHCARE INSURANCE COVERAGE. LA AMISTAD PROVIDED LOW-COST MEDICAL AND DENTAL SERVICES FOR PERSONS OF ALL AGES, ALONG WITH MEDICATIONS, DIAGNOSTIC TESTS AND HEALTH EDUCATION TO THOSE WHO WOULD NOT OTHERWISE HAVE ACCESS TO THESE SERVICES. THE CLINIC SERVES A LARGE POPULATION OF WORKING CLASS MEN AND WOMEN WHO HAVE HOUSEHOLD ANNUAL INCOMES OF $19,596 OR LESS. SINCE MAY 2015, LA AMISTAD AFFILIATED WITH THE ST. JUDE NEIGHBORHOOD HEALTH CENTERS. THE LA AMISTAD FAMILY HEALTH CENTER PROVIDED 15,865 PATIENT VISITS. PUENTE A LA SALUD MOBILE COMMUNITY CLINICS PUENTE A LA SALUD AIMS TO PROVIDE TREATMENT AND PREVENTION OF ILLNESS TO UNINSURED PATIENTS WHO ARE AT OR BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL AND RESIDE IN THE HOSPITALS COMMUNITY BENEFIT SERVICE AREA. PUENTE A LA SALUD MOBILE CLINICS ARE A VITAL PART OF THE SAFETY NET CRITICALLY NEEDED BY THE MOST VULNERABLE MEMBERS OF OUR LOCAL COMMUNITY. PUENTE HELPS PATIENTS OVERCOME BARRIERS TO ACCESSING CARE. BY PROVIDING SERVICES AT LOW COST AND DELIVERING CARE IN THE PATIENTS LANGUAGE PUENTE A LA SALUD IS ABLE TO REACH THE MOST VULNERABLE. PUENTE OPERATES TWO LICENSED MOBILE CLINICS PROVIDING COMPREHENSIVE DENTAL AND VISION TO ORANGE COUNTYS LOW-INCOME, UNINSURED AND UNDERINSURED POPULATIONS. SINCE MAY 2015, PUENTE A LA SALUD MOBILE COMMUNITY CLINICS AFFILIATED WITH THE ST. JUDE NEIGHBORHOOD HEALTH CENTERS. PUENTE A LA SALUD MOBILE CLINICS PROVIDED 3,574 PATIENT VISITS. Wellness and Prevention Initiative HEALTHY COMMUNITIES HAVE ACCESS TO PROGRAMS AND SERVICES THAT ADDRESS THE OVERALL WELLBEING OF INDIVIDUALS AS WELL AS THE COMMUNITY AS A WHOLE. PROGRAMS ADDRESSING WELLNESS, PREVENTION AND INTERVENTION TARGET HEALTH CONDITIONS, AND LIFESTYLE THAT CONTRIBUTE TO HEALTH DISPARITIES IN THE UNDERSERVED COMMUNITIES. PROGRAMS EMPHASIZE EARLY IDENTIFICATION OF HEALTH RISKS AND PROVIDING INTERVENTIONS THAT ARE CULTURALLY APPROPRIATE AND YIELD QUANTIFIABLE HEALTH BENEFITS. KEY COMMUNITY PARTNERS INCLUDE LOCAL UNIFIED SCHOOL DISTRICTS IN OC, FAMILY RESOURCE CENTERS IN OC, THE SJO HEART AND VASCULAR CENTER AND PUENTE A LA SALUD MOBILE CLINICS. THE CAMBODIAN FAMILY AND JAMBOREE HOUSING ARE ALSO INVOLVED IN THE PROGRAM. FOR MORE INFORMATION ABOUT ST. JOSEPH HOSPITAL OF ORANGE, PLEASE VISIT WWW.SJO.ORG FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH, PLEASE VISIT WWW.STJHS.ORG.
FORM 990, PART V, LINE 1A	ST. JOSEPH HEALTH SYSTEM (SJHS) PAYS ALL VENDORS FOR SJH ENTITIES UNDER SJH AP SHARED SERVICES. THEREFORE, SJHS ISSUES FORM 1099-MISC UNDER ITS TAX ID. SJHS COMPLIES WITH BACKUP WITHHOLDING RULES FOR REPORTABLE PAYMENTS TO VENDORS. FORM 990, PART VI, LINE 6 DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS ST. JOSEPH HEALTH SYSTEM AND COVENANT HEALTH NETWORK, INC. ARE THE CORPORATE MEMBERS OF ST. JOSEPH HOSPITAL OF ORANGE.
FORM 990, PART VI, LINE 7A	DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS ST. JOSEPH HOSPITAL OF ORANGE HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HOSPITAL OF ORANGE BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE ST. JOSEPH HOSPITAL OF ORANGE BOARD AS NOMINATIONS MUST BE APPROVED BY ST. JOSEPH HEALTH SYSTEM, AS A CORPORATE MEMBER, AND ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. THE TRUSTEES ARE THEN APPROVED AND ELECTED BY THE COVENANT HEALTH NETWORK, INC. BOARD.
FORM 990, PART VI, LINE 7B	DESCR CLASSES OF PERSONS, DECISIONS REQ 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 APRIL 2017 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDED A SUMMARY AT THE FULL BOARD MEETING.
FORM 990, PART VI, LINE 12C	DESCRIPTION OF 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 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 AND 15B	OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN 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 ST. JOSEPH HOSPITAL OF ORANGE COMPENSATION COMMITEE, 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 HOSPITAL OF ORANGE COMPENSATION 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, & FINANCIAL STMTS 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. AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990.
FORM 990, PART XI, LINE 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUITY TRANSFER TO HERITAGE ($ 62,081,838) EQUITY TRANSFER TO SYSTEM OFFICE ($ 18,229,372) EQUITY TRANSFER TO HOME HEALTH ($ 5,250,455) DONATED CAPITAL AND OTHER FOUNDATION ADJUSTMENTS ($ 504,202) POP HLTH CAP PREMIUM & EXPENSE RECLASSED TO REV $ 37,752,086 --------------- TOTAL ($ 48,313,781)

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)
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 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 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 (16 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
COMPREHENSIVE IMAGING PARTNERS OF OC
ONE CITY BLVD WEST STE 1100	ORANGE	CA	92868	264591502	HEALTHCARE	CA	SJHO	RELATED	$790,871	$3,904,617	false	$0	Yes (true)	0.45000
COVENANT LONG-TERM CARE LP
4000 24TH STREET	LUBBOCK	TX	79410	205033419	HEALTHCARE	TX	NA	N/A
HERITAGE INVESTMENT GROUP I LLC
500 S MAIN STREET STE 1000	ORANGE	CA	92868	271000061	INVESTMENTS	CA	NA	N/A
HOAG ORTHOPEDIC INSTITUTE
1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	611588294	HEALTHCARE	CA	NA	N/A
LUBBOCK SURGERY CENTER LTD
4000 24TH STREET	LUBBOCK	TX	79410	752177401	HEALTHCARE	TX	NA	N/A
METHODIST DIAGNOSTIC IMAGING
4005 24TH STREET	LUBBOCK	TX	79410	752343261	HEALTHCARE	TX	NA	N/A
MISSION AMBULATORY SURGICENTER
27800 MEDICAL CENTER ROAD STE 362	MISSION VIEJO	CA	92691	330355575	HEALTHCARE	CA	NA	N/A
NEWPORT IMAGING CENTER
360 SAN MIGUEL	NEWPORT BEACH	CA	92660	330191776	HEALTHCARE	CA	NA	N/A
SHA LLC
12940 NORTH HIGHWAY 183	AUSTIN	TX	78750	752569094	HEALTHCARE	TX	NA	N/A
ST JOSEPH PHYSICIAN VENTURES LLC
1100 WEST STEWART DRIVE	ORANGE	CA	92868	454521884	REAL ESTATE	CA	SJHO	UNRELATED	$430,157	$12,198,988	false	$429,689	Yes (true)	0.56293
ST JOSEPH HLTH SYS HOME CARE
1845 W ORANGEWOOD AVE STE 100	ORANGE	CA	928682012	330307672	HOME HEALTH	CA	NA	N/A
ST JOSEPH HLTH SYS HOME HLTH
1845 W ORANGEWOOD AVE STE 200	ORANGE	CA	928682012	330282945	HOME HEALTH	CA	NA	N/A
THE INNOVATION INSTITUTE
1 CENTERPOINTE DRIVE SUITE 200	LA PALMA	CA	906231052	900745066	HEALTHCARE	DE	NA	N/A
NORTH BAY ENDOSCOPY CENTER
1383 N MCDOWELL BLVD SUITE 110	PETALUMA	CA	94954	611559876	HEALTHCARE	CA	NA	N/A
MISSION VIEJO PHYSIC PARTNERS
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	471559873	HEALTHCARE	CA	NA	N/A
ADVANCED SURGERY INSTITUTE LLC
1739 4TH STREET	SANTA ROSA	CA	95404	262299255	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	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	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	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ST JOSEPH HEALTH SYSTEM FOUNDATION
c	$1,633,490	ACCRUAL
ST JOSEPH HEALTH SYSTEM FOUNDATION
b	$3,947,500	ACCRUAL
ST JUDE HOSPITAL YORBA LINDA
r	$62,081,838	ACCRUAL
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
c	$750,000	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 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: 1 CITY BOULEVARD WEST, STE 1100, ORANGE, CA 92868 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