HOAG MEMORIAL HOSPITAL PRESBYTERIAN: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 95-1643327)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-15
IRS object ID: 201731359349304153
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 F
Schedule H
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-15T10:32:40-05:00	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	951643327	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOAG MEMORIAL HOSPITAL PRESBYTERIAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% ANDREW GUARNI	InCareOfNm
Business Name Control	HOAG	BusinessNameControlTxt
Phone	9497644624	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926586100	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDREW GUARNI	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9497644448	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	ROBERT BRAITHWAITE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926586100	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,354,288,314	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HOAG.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1944	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	OUR MISSION AS A NOT-FOR-PROFIT, FAITH- BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	5768	TotalEmployeeCnt
Total Volunteers	2000	TotalVolunteersCnt
Total Gross UBI	$1,200,559	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$2,654,735	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$15,714,646	PYContributionsGrantsAmt
CY Contributions Grants	$13,591,681	CYContributionsGrantsAmt
PY Program Service Revenue	$882,909,370	PYProgramServiceRevenueAmt
CY Program Service Revenue	$952,653,970	CYProgramServiceRevenueAmt
PY Investment Income	$31,054,085	PYInvestmentIncomeAmt
CY Investment Income	$13,513,247	CYInvestmentIncomeAmt
PY Other Revenue	$32,832,269	PYOtherRevenueAmt
CY Other Revenue	$26,927,394	CYOtherRevenueAmt
PY Total Revenue	$962,510,370	PYTotalRevenueAmt
CY Total Revenue	$1,006,686,292	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,582,924	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,814,676	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$362,388,354	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$392,492,109	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$473,386,573	PYOtherExpensesAmt
CY Other Expenses	$478,693,408	CYOtherExpensesAmt
PY Total Expenses	$844,357,851	PYTotalExpensesAmt
CY Total Expenses	$879,000,193	CYTotalExpensesAmt
PY Revenues Less Expenses	$118,152,519	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$127,686,099	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,652,277,649	TotalAssetsBOYAmt
Total Assets EOY	$2,763,362,267	TotalAssetsEOYAmt
Total Liabilities BOY	$768,092,907	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$797,041,932	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,884,184,742	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,966,320,335	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$537,133,985	ExpenseAmt
Grant	$7,814,676	GrantAmt
Revenue	$976,680,227	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$537,133,985	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	Yes (true)	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	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	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	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	666	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	5768	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	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
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ANDREW GUARNI	PersonNm
Phone	9497644448	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE PO BOX 6100	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92663	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 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
Raymond Ricci MD
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
Weston G Chandler MD
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
Jeffrey H Margolis
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
Michael D Stephens
Board Member	2.0	0.0	Yes (X)	$6,000	$0	$0
Karen Linden
Chair-Elect	5.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Virginia Ueberroth
BOARD MEMBER	4.0	0.0	Yes (X)	$0	$0	$0
Pam Massey
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
Cindy Stokke
Board Member	2.0	5.0	Yes (X)	$0	$0	$0
George H Wood
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
Gary S McKitterick
Chair/Board Member HHF	5.0	2.0	Yes (X)	$0	$0	$0	Yes (X)
John L Benner
Secretary	4.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Miles Chang MD
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
Daniel Young
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
Dennis J Gilmore
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
Dick P Allen
Board Member	2.0	0.0	Yes (X)	$0	$0	$0
ROBERT EVANS
BOARD MEMBER	2.0	0.0	Yes (X)	$0	$0	$0
Robert Braithwaite
CEO-Hoag, Reg VP-S CA Region	50.0	4.0		$0	$924,406	$44,406	Yes (X)
Andrew Guarni
CFO	50.0	2.0		$581,282	$0	$30,427	Yes (X)
Michael Ricks
COO	50.0	0.0		$629,412	$0	$8,321	Yes (X)
Jack Cox
SVP/Chf Qualty Ofcr(Thru 4/15)	25.0	25.0		$1,239,738	$392,205	$150,180		Yes (X)
Richard Martin
SVP & Chief Nursing Officer	50.0	0.0		$837,713	$0	$45,425		Yes (X)
Sanford Smith
SVP Real Estate & Facilities	50.0	0.0		$601,562	$0	$65,016		Yes (X)
Timothy C L Moore
SVP & CIO (THRU 7/2015)	50.0	0.0		$1,319,526	$0	$36,676		Yes (X)
Cynthia Perazzo
SVP Strategic & Business Dvpmt	50.0	2.0		$699,727	$0	$38,708		Yes (X)
Flynn Andrizzi
SVP/Pres. HHF/Board Member HCS	2.0	52.0		$529,962	$0	$46,056		Yes (X)
Jan Blue
SVP Human Resources	50.0	0.0		$960,014	$0	$34,718		Yes (X)
Kris Iyer MD
VP SR & CAO HMTS/BD CHAIR HMTS	0.0	50.0		$596,827	$0	$22,693		Yes (X)
PATRICK ANDERSON
SVP & CIO	50.0	0.0		$194,449	$0	$0		Yes (X)
Nina Robinson
VP Marketing and Corp Comm.	50.0	0.0		$403,709	$0	$14,007			Yes (X)
Gwyn Parry
Director of Community Medicine	50.0	0.0		$327,623	$0	$24,735			Yes (X)
Michael Brand-Zawadzki
Executive Medical Director COE	50.0	0.0		$582,432	$0	$28,620			Yes (X)
Jim Rice
Vice President - Facilities	50.0	0.0		$391,163	$0	$44,517			Yes (X)
Allyson Brooks
Exec Dir Med Womens Health	50.0	0.0		$428,137	$0	$15,781			Yes (X)
Richard Afable MD
Fmr Pres,CEO,BM/BM HHF/SJH EVP	0.0	54.0		$0	$1,279,774	$36,583				Yes (X)
JENNIFER MITZNER
FORMER KEY EMPLOYEE	0.0	50.0		$0	$989,463	$41,357				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$10,329,276	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,585,848	TotReportableCompRltdOrgAmt
Total Other Compensation	$728,226	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	818	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
Pacific Hospitalists Associates
510 Superior Ave Suite 290	Newport Beach	CA	92663	Medical Services	$5,970,051
Newport Critical Care
17 Emerald Terrace	Aliso Viejo	CA	92656	Medical Services	$6,414,210
Allscripts
8529 Six Forks Road	Raleigh	NC	27615	Software Systems	$3,932,760
Emerald Textiles
1725 Dornoch Court Suite 101	San Diego	CA	92154	Textile Rental	$2,618,328
Raney and Zusman Med Group
447 Old Newport Blvd 200	Newport Beach	CA	92663	Medical Services	$1,797,669

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	103	CntrctRcvdGreaterThan100KCnt
Fundraising	$0	FundraisingAmt
Related Organizations	$13,492,681	RelatedOrganizationsAmt
All Other Contributions	$99,000	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$13,591,681	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
PATIENT SERVICES	622110	$799,243,373	$799,243,373	$0	$0
HMO CAPITATED PAYMENTS	622110	$97,554,755	$97,554,755	$0	$0
MOB RENTAL INCOME	531190	$25,924,731	$25,924,731	$0	$0
CAFETERIA SALES	722212	$3,943,377	$3,943,377	$0	$0
REFUNDS AND REBATES	532299	$2,291,101	$2,291,101	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,696,633	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,696,633	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$952,653,970	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,550,770	TotalRevenueColumnAmt
Exclusion	$14,550,770	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	$84,562	TotalRevenueColumnAmt
Exclusion	$84,562	ExclusionAmt

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	$346,440,986	SecuritiesAmt
Other	$123,513	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$344,923,380	SecuritiesAmt
Other	$2,678,642	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,517,606	SecuritiesAmt
Other	-$2,555,129	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,037,523	TotalRevenueColumnAmt
Exclusion	-$1,037,523	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
INCOME/LOSS FROM PARTNERSHIPS	525990	$13,698,071	$16,596,423	-$2,898,352
MISC HOI SERVICES	561110	$11,094,443	$7,469,927	$3,624,516	$0
CHILD CARE PROGRAM	624410	$1,616,016			$1,616,016

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$434,302	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$40,093	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$474,395	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$26,842,832	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,006,686,292	TotalRevenueColumnAmt
Related Or Exempt Func Income	$976,680,227	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,200,559	UnrelatedBusinessRevenueAmt
Exclusion	$15,213,825	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$7,814,676	TotalAmt
Program Services	$7,814,676	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$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	$9,610,299	TotalAmt
Program Services	$633,884	ProgramServicesAmt
Management And General	$8,976,415	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$98,688	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$98,688	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$308,247,815	TotalAmt
Program Services	$207,784,047	ProgramServicesAmt
Management And General	$100,463,768	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$15,763,271	TotalAmt
Program Services	$3,521,941	ProgramServicesAmt
Management And General	$12,241,330	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$37,316,119	TotalAmt
Program Services	$19,006,379	ProgramServicesAmt
Management And General	$18,309,740	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$21,455,917	TotalAmt
Program Services	$14,951,475	ProgramServicesAmt
Management And General	$6,504,442	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,415,872	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$4,415,872	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$190,378	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$190,378	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,956,902	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$2,956,902	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$123,034,824	TotalAmt
Program Services	$62,019,376	ProgramServicesAmt
Management And General	$61,015,448	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,164,722	TotalAmt
Program Services	$5,121	ProgramServicesAmt
Management And General	$4,159,601	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,222,923	TotalAmt
Program Services	$2,007,562	ProgramServicesAmt
Management And General	$8,215,361	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$8,709,785	TotalAmt
Program Services	$363,594	ProgramServicesAmt
Management And General	$8,346,191	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	$44,383,740	TotalAmt
Program Services	$17,439,380	ProgramServicesAmt
Management And General	$26,944,360	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$260,991	TotalAmt
Program Services	$77,912	ProgramServicesAmt
Management And General	$183,079	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$727,088	TotalAmt
Program Services	$208,482	ProgramServicesAmt
Management And General	$518,606	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$16,594,380	TotalAmt
Program Services	$16,428,436	ProgramServicesAmt
Management And General	$165,944	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	$78,230,867	TotalAmt
Program Services	$23,137,941	ProgramServicesAmt
Management And General	$55,092,926	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,093,628	TotalAmt
Program Services	$5,866,433	ProgramServicesAmt
Management And General	$1,227,195	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Medical Supplies	$123,493,449	$121,540,057	$1,953,392	$0
CA QUALITY ASSURANCE FEE	$29,453,191	$29,453,191	$0	$0
MINOR EQUIPMENT	$3,747,454	$2,038,832	$1,708,622	$0
LICENSES AND TAXES	$4,351,190	$0	$4,351,190	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,662,024	TotalAmt
Program Services	$2,835,266	ProgramServicesAmt
Management And General	$13,826,758	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$879,000,193	TotalAmt
Program Services	$537,133,985	ProgramServicesAmt
Management And General	$341,866,208	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

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

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$161,624,544	BOYAmt
EOY	$95,301,269	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$139,131,690	BOYAmt
EOY	$232,481,318	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	$79,258,447	BOYAmt
EOY	$82,231,323	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	$3,555,095	BOYAmt
EOY	$7,263,043	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$6,700,672	BOYAmt
EOY	$4,036,122	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,097,052	BOYAmt
EOY	$12,360,481	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,652,714,000	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$729,266,450	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$895,857,917	BOYAmt
EOY	$923,447,550	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$198,391,084	BOYAmt
EOY	$350,588,844	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$985,859,289	BOYAmt
EOY	$866,937,787	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$69,416,549	BOYAmt
EOY	$65,724,531	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,304,323	BOYAmt
EOY	$1,304,323	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$100,080,987	BOYAmt
EOY	$121,685,676	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,652,277,649	BOYAmt
EOY	$2,763,362,267	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$113,336,141	BOYAmt
EOY	$116,797,014	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$291,323	EOYAmt

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$654,756,766	BOYAmt
EOY	$679,953,595	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$768,092,907	BOYAmt
EOY	$797,041,932	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,884,099,885	BOYAmt
EOY	$1,966,278,210	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$84,857	BOYAmt
EOY	$42,125	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,884,184,742	BOYAmt
EOY	$1,966,320,335	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,652,277,649	BOYAmt
EOY	$2,763,362,267	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$127,686,099	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$27,400,494	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$18,150,012	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
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
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$269,685	OtherActivitiesAmt
Total Lobbying Expenditures	$269,685	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$116,691,866	BeginningYearBalanceAmt
Contributions	$2,165,921	ContributionsAmt
Investment Earnings Or Losses	$12,524,800	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,319,839	OtherExpendituresAmt
End Year Balance	$124,062,748	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$107,000,015	BeginningYearBalanceAmt
Contributions	$4,471,403	ContributionsAmt
Investment Earnings Or Losses	$13,721,800	InvestmentEarningsOrLossesAmt
Other Expenditures	$8,501,352	OtherExpendituresAmt
End Year Balance	$116,691,866	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.08000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.54000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.38000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$77,330,825	OtherCostOrOtherBasisAmt
Book Value	$77,330,825	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$930,664,574	OtherCostOrOtherBasisAmt
Depreciation	$325,975,042	DepreciationAmt
Book Value	$604,689,532	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$115,417,862	OtherCostOrOtherBasisAmt
Depreciation	$45,729,829	DepreciationAmt
Book Value	$69,688,033	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$460,692,056	OtherCostOrOtherBasisAmt
Depreciation	$357,561,579	DepreciationAmt
Book Value	$103,130,477	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$68,608,683	OtherCostOrOtherBasisAmt
Book Value	$68,608,683	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$923,447,550	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DEBT SECURITIES	$131,926,765	F
EQUITY COMMINGLED FUNDS	$301,126,853	F
HEDGE FUNDS	$276,676,371	F
PRIVATE EQUITY	$84,801,801	F
REAL ASSETS	$72,405,997	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$866,937,787	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDesc	AmtAmt
INTERCO WITH HEALTH SYSTEM-BONDS	$526,501,376
CAPITALIZED LEASEES	$46,548,227
SELF INSURED LIABILITIES	$14,805,000
LEASE INCENTIVE OBLIGATIONS-IRVINE	$12,496,903
OTHER ACCRUED LIABILITIES	$12,290,613
NOTE PAYABLE HHC-ISC TI LOAN	$11,250,000
RISK POOL/IBNR LIABILITY	$7,777,805
QA FEES	$6,957,398
ACCRUED INCOME GUARANTEES	$3,744,152
OTHER MISC LIABILITIES	$37,582,121

Field	Value	IRS element (for citing)
Total Liability	$679,953,595	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, LINE 2	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	$340,973,366
East Asia and the Pacific	Investments	$1,727,844
Europe (Including Iceland and Greenland)	Investments	$10,560,399
North America	Investments	$12,061,373

Field	Value	IRS element (for citing)
Subtotal Spent	$365,322,982	SubtotalSpentAmt
Total Spent	$365,322,982	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I, LINE 3, COLUMN F	FormAndLineReferenceDesc
Explanation	ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED JUNE 30, 2016.	ExplanationTxt

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
Percent400	Yes (X)	Percent400Ind
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	$6,095,271	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$6,095,271	NetCommunityBenefitExpnsAmt
Total Expense	0.00690	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$70,944,213	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$35,218,774	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$35,540,816	NetCommunityBenefitExpnsAmt
Total Expense	0.04020	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$428,805	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$63,430	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$365,375	NetCommunityBenefitExpnsAmt
Total Expense	0.00040	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$77,468,289	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$35,282,204	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$42,001,462	NetCommunityBenefitExpnsAmt
Total Expense	0.04750	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,914,739	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,914,739	NetCommunityBenefitExpnsAmt
Total Expense	0.00330	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$346,968	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$346,968	NetCommunityBenefitExpnsAmt
Total Expense	0.00040	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,295,589	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$7,295,589	NetCommunityBenefitExpnsAmt
Total Expense	0.00820	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$10,557,296	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$10,557,296	NetCommunityBenefitExpnsAmt
Total Expense	0.01190	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$88,025,585	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$35,282,204	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$52,558,758	NetCommunityBenefitExpnsAmt
Total Expense	0.05940	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$26,590	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$26,590	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$10,000	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$10,000	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$36,590	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$36,590	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$20,075,319	BadDebtExpenseAmt
Reimbursed By Medicare	$163,174,796	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$232,417,538	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$69,242,742	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 (7 entries)

Primary ActivitiesPrimaryActivitiesTxt	Org Profit Or OwnershipOrgProfitOrOwnershipPct	Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
HOAG ORTHO INST
SPECIALTY HOSPITAL	0.51	0.49
MAIN ST SPEC SURGERY
OUTPATIENT SURGERY CENTER	0.42356	0.1695
NWPT BCH RADIOSRGRY
SURGERY CENTER	0.5	0.5
NWPT SURGICAL PRTNS
SURGERY CENTER	0.15	0.6
NWPT BCH ENDOSCOPY
ENDOSCOPY CENTER	0.2563	0.7437
NWPT BAY SURGERY CTR
SURGERY CENTER	0.2	0.8
HOAG OUTPATIENT CTR
OUTPATIENT SURGERY CENTER	0.2563	0.7437

Field	Value	IRS element (for citing)
Hospital Facilities	2	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Website AddressWebsiteAddressTxt	State LicenseStateLicenseNum	Licensed HospitalLicensedHospitalInd	General Medical And SurgicalGeneralMedicalAndSurgicalInd	Critical Access HospitalCriticalAccessHospitalInd	Emergency Room24 HrsEmergencyRoom24HrsInd	Facility Reporting GroupFacilityReportingGroupCd	OtherOtherDesc
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1	ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	WWW.HOAG.ORG	C0194920	Yes (X)	Yes (X)	Yes (X)	Yes (X)	A
HOAG ORTHOPEDIC INSTITUTE
2	16520 SAND CANYON AVENUE	IRVINE	CA	92618	http://orthopedichospital.com/	200835010044	Yes (X)				A	ORTHOPEDIC HOSPITAL

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	A	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	12	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	14	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	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 PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	14	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE 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	400.	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
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
Other Method	Yes (X)	OtherMethodInd
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
Medicare Rates	Yes (X)	MedicareRatesInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, LINE 5	INPUT FROM COMMUNITY REPRESENTATIVES TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. THE ONLINE SURVEYS WERE CONDUCTED FROM APRIL 20, 2015 - MAY 13, 2015. IN ALL, 151 COMMUNITY STAKEHOLDERS TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED BELOW: ONLINE KEY INFORMANT SURVEY PARTICIPATION KEY INFORMANT TYPE NUMBER INVITED NUMBER PARTICIPATING PHYSICIANS 11 6 PUBLIC HEALTH EXPERTS 16 7 OTHER HEALTH PROVIDERS 59 22 SOCIAL SERVICE PROVIDERS 157 82 BUSINESS & COMM. LEADERS 60 34 THROUGH THIS PROCESS, INPUT WAS GATHERED FROM SEVERAL INDIVIDUALS WHOSE ORGANIZATIONS WORK WITH LOW-INCOME, MINORITY POPULATIONS, OR OTHER MEDICALLY UNDERSERVED POPULATIONS: MINORITY POPULATIONS REPRESENTED: AFRICAN-AMERICANS, AMERICAN INDIAN/ALASKAN NATIVE, ASIANS, BLIND/LOW VISION, CAMBODIANS, CAUCASIANS, CHILDREN, CHILDREN OF PRISONERS, CHINESE, DISABLED, ELDERLY, ESL, FAMILIES, FILIPINOS, FOSTER CHILDREN, HARD-TO-REACH, HISPANICS, HOMELESS, IMMIGRANTS, IRANIANS, JAPANESE, JEWISH, KENYAN, KOREAN, LGBT, LOW-INCOME, MARSHALLESE, MEDICAL, MEDICARE, MENTALLY-IIL, MIDDLE CLASS, MIDDLE EASTERN, MULTIRACIAL, NON-ENGLISH-SPEAKING, OTHER ETHNIC DEMOGRAPHICS, PACIFIC ISLANDER, PERSIAN, POLITICAL REFUGEES, PREGNANT WOMEN, SOMALIAN, TEEN PARENTS, THE UNDERSERVED, THE UNDOCUMENTED, UNINSURED/UNDERINSURED, VETERANS, VICTIMS OF ABUSE, VIETNAMESE, WOMEN, AND YOUNG ADULTS. MEDICALLY UNDERSERVED POPULATIONS REPRESENTED: AFRICAN-AMERICANS, THOSE WITH ALZHEIMER'S/DEMENTIA, ASIANS, BLIND/LOW-VISION, CAMBODIANS, CAUCASIANS, CHILDREN, CHILDREN OF PRISONERS, DIABETICS, DISABLED, ELDERLY, ELIGIBLE PUBLIC PROGRAM RECIPIENTS, FAMILIES, FOSTER CHILDREN, HIGH-RISK FOR UNPROTECTED SEXUAL ACTIVITY, HISPANIC, HOMEBOUND, HOMELESS, IMMIGRANTS, KOREANS, LGBT, LOW EDUCATION LEVEL, LOW-INCOME, MEDICAID, MEDICAL, MEDICARE, MENTALLY ILL, MIDDLE EASTERN, MSI, NEWLY-INSURED, NON-ENGLISH-SPEAKING, NON-SENIORS (DON'T QUALIFY FOR SSD), PREGNANT WOMEN, SEVERE TRAUMATIC HISTORIES, SUBSTANCE ABUSERS, TEENAGERS, UNDOCUMENTED, UNEMPLOYED, UNINSURED/UNDERINSURED, VETERANS, "WORKING-POOR" FAMILIES, AND YOUNG ADULTS. PARTICIPANTS INCLUDE REPRESENTATIVES OF THE FOLLOWING ORGANIZATIONS: 211 AIDS SERVICES FOUNDATION ORANGE COUNTY ALZHEIMER'S ASSOCIATION ALZHEIMER'S FAMILY SERVICES CENTER AMERICAN DIABETES ASSOCIATION AMERICAN ON TRACK BOYS & GIRLS CLUB OF SANTA ANA CARE CONNECTIONS NETWORK CASA TERESA INC. CITY OF IRVINE CORDULA CARES FAMILIES FORWARD HCA HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG MENTAL HEALTH CENTER ILLUMINATION FOUNDATION IRVINE CHILDREN'S FUND IRVINE PUBLIC SCHOOLS FOUNDATION KID HEALTHY LAGUNA BEACH SENIORS LATINO HEALTH ACCESS LOCAL LAW ENFORCEMENT MARCH OF DIMES MOMS ORANGE COUNTY NEWPORT-MESA UNIFIED SCHOOL DISTRICT ORANGE COAST UNITARIAN UNIVERSALIST ORANGE COUNTY HEALTH CARE AGENCY, PUBLIC HEALTH SVCS PROVIDENCE SPEECH AND HEARING CENTER SENECA FAMILY OF AGENCIES SENIORSERV
SCHEDULE H, PART V, SECTION B, LINE 6A	HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND HOAG ORTHOPEDIC INSTITUTE CONDUCTED A COMBINED CHNA.
SCHEDULE H, PART V, SECTION B, LINE 7A	FACILITY 1 http://www.hoag.org/documents/2015-Community-Health-Needs-Assessment-Repor t-Hoag-Hospital.pdf FACILITY 2 http://www.orthopedichospital.com/documents/2015-Hoag-CHNA.pdf
SCHEDULE H, PART V, SECTION B, LINE 10A	FACILITY 1 http://www.hoag.org/documents/Community-Benefit-Reports/Implementation-Str ategy-Hoag-2015-2018.pdf FACILITY 2 http://www.hoag.org/documents/Community-Benefit-Reports/Implementation-Str ategy-HOI-2015-2018.pdf
SCHEDULE H, PART V, SECTION B, LINE 11	ON MAY 27, 2015, A TOTAL OF 37 COMMUNITY STAKEHOLDERS MET TO EVALUATE, DISCUSS AND PRIORITIZE HEALTH ISSUES FOR THE COMMUNITY, BASED ON FINDINGS OF THE 2015 PRC COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THIS GROUP INCLUDED BOTH HEALTH PROVIDERS AND REPRESENTATIVES OF VARIOUS COMMUNITY ORGANIZATIONS. PROFESSIONAL RESEARCH CONSULTANTS, INC. (PRC) BEGAN THE MEETING WITH A PRESENTATION OF KEY FINDINGS FROM THE CHNA, HIGHLIGHTING THE SIGNIFICANT HEALTH ISSUES IDENTIFIED FROM THE RESEARCH. FOLLOWING THE DATA REVIEW, PRC ANSWERED ANY QUESTIONS AND FACILITATED A GROUP DIALOGUE, ALLOWING PARTICIPANTS TO ADVOCATE FOR ANY OF THE HEALTH ISSUES DISCUSSED. PARTICIPANTS WERE THEN PROVIDED AN OVERVIEW OF THE PRIORITIZATION EXERCISE THAT FOLLOWED. IN ORDER TO ASSIGN PRIORITY TO THE IDENTIFIED HEALTH NEEDS (I.E., AREAS OF OPPORTUNITY), A WIRELESS AUDIENCE RESPONSE SYSTEM WAS USED IN WHICH EACH PARTICIPANT WAS ABLE TO REGISTER HIS/HER RATINGS USING A SMALL REMOTE KEYPAD. THE PARTICIPANTS WERE ASKED TO EVALUATE EACH HEALTH ISSUE ALONG TWO CRITERIA: - SCOPE & SEVERITY - THE FIRST RATING WAS TO GAUGE THE MAGNITUDE OF THE PROBLEM IN CONSIDERATION OF THE FOLLOWING: HOW MANY PEOPLE ARE AFFECTED? HOW DOES THE LOCAL COMMUNITY DATA COMPARE TO STATE OR NATIONAL LEVELS, OR HEALTHY PEOPLE 2020 TARGETS? TO WHAT DEGREE DOES EACH HEALTH ISSUE LEAD TO DEATH OR DISABILITY, IMPAIR QUALITY OF LIFE, OR IMPACT OTHER HEALTH ISSUES? RATINGS WERE ENTERED ON A SCALE OF 1 (NOT VERY PREVALENT AT ALL, WITH ONLY MINIMAL HEALTH CONSEQUENCES) TO 10 (EXTREMELY PREVALENT, WITH VERY SERIOUS HEALTH CONSEQUENCES). - ABILITY TO IMPACT - A SECOND RATING WAS DESIGNED TO MEASURE THE PERCEIVED LIKELIHOOD OF THE HOSPITAL HAVING A POSITIVE IMPACT ON EACH HEALTH ISSUE, GIVEN AVAILABLE RESOURCES, COMPETENCIES, SPHERES OF INFLUENCE, ETC. RATINGS WERE ENTERED ON A SCALE OF 1 (NO ABILITY TO IMPACT) TO 10 (GREAT ABILITY TO IMPACT). INDIVIDUALS' RATINGS FOR EACH CRITERIA WERE AVERAGED FOR EACH TESTED HEALTH ISSUE, AND THEN THESE COMPOSITE CRITERIA SCORES WERE AVERAGED TO PRODUCE AN OVERALL SCORE. THIS PROCESS YIELDED THE FOLLOWING PRIORITIZED LIST OF COMMUNITY HEALTH NEEDS: 1. MENTAL HEALTH 2. DIABETES 3. NUTRITION, PHYSICAL ACTIVITY & WEIGHT 4. HEART DISEASE & STROKE 5. ACCESS TO HEALTHCARE SERVICES 6. DEMENTIAS, INCLUDING ALZHEIMER'S DISEASE 7. CANCER 8. SUBSTANCE ABUSE 9. IMMUNIZATION & INFECTIOUS DISEASES 10. TOBACCO WHILE THE HOSPITALS WILL LIKELY NOT IMPLEMENT STRATEGIES FOR ALL OF THESE HEALTH ISSUES, THE RESULTS OF THIS PRIORITIZATION EXERCISE WILL BE USED TO INFORM THE DEVELOPMENT OF THE HOSPITALS' IMPLEMENTATION STRATEGIES TO ADDRESS THE TOP HEALTH NEEDS OF THE COMMUNITY IN THE COMING YEARS. THIS PROCESS YIELDED THE FOLLOWING PRIORITIES FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN TO ADDRESS IN IMPROVING THE HEALTH OF THE COMMUNITY: 1. ACCESS TO CARE FOR VULNERABLE POPULATIONS 2. CHRONIC DISEASE MANAGEMENT 3. MENTAL HEALTH 4. PREVENTATIVE HEALTH IN ACKNOWLEDGING THE WIDE RANGE OF PRIORITY HEALTH ISSUES THAT EMERGED FROM THE CHNA PROCESS, HOAG MEMORIAL HOSPITAL PRESBYTERIAN DETERMINED THAT IT COULD ONLY EFFECTIVELY FOCUS ON THOSE WHICH IT DEEMED MOST PRESSING, MOST UNDER-ADDRESSED, AND MOST WITHIN ITS ABILITY TO INFLUENCE. HEALTH PRIORITIES NOT CHOSEN FOR ACTION SUBSTANCE ABUSE: SUBSTANCE ABUSE TREATMENT FOR THE VULNERABLE POPULATION IS CURRENTLY BEING ADDRESSED ON A LIMITED SCALE BY THE CHEMICAL DEPENDENCY PROGRAM AT HOAG. IN 2016, HOAG PLANS TO EXPAND THE SERVICES TO INCLUDE ADOLESCENCE THROUGH THE ASPIRE PROGRAM. THIS INTENSIVE OUTPATIENT PROGRAM PROVIDES PSYCHOTHERAPY, PSYCHIATRY, AND SOCIALIZATION FOR CLIENTS WITH A HIGHER MENTAL HEALTH DISORDER ACUITY. 2016 CHNA Priority Areas: Accomplishments/Outcomes ACCESS TO CARE FOR VULNERABLE POPULATIONS - Provided $4,980,107 in funding and/or in kind support to primary care clinics that serve pediatrics through seniors and community non-profit organizations that reduces barriers to accessing care. - Provided $210,000 in funding and/or in kind support for womens health specialty services. CHRONIC DISEASE MANAGEMENT - Provided $393,000 in funding and/or in kind support for chronic disease management education and support groups through community education classes. - Provided $515,000 in funding and/or in kind support to CHOC Foundation in support of Hoags Pediatric Services at the Allen Diabetes Center. MENTAL HEALTH - During FY 2016, the program employed seven full-time bilingual Masters prepared social workers, 6 of the staff are licensed. These social workers provided mental health services to 822 clients in the form of psychotherapy. Resource brokering, and/or case management was provided to 154 individuals. In addition, the program offered psychotherapeutic and psycho educational groups to 2,402 participants. - In FY 2016, the Mental Health Center provided a supervised clinical internship training program for 9 MSW (Master of Social Work) students. The center collaborates with the University of Southern California, California State University at Fullerton and California State University at Long Beach. Each intern was provided with weekly one hour long supervision and one and a half hour long group supervision for a total of 311 direct clinical supervision hours provided to the group. - During FY 2016, the Mental Health Center acquired a part time Psychiatrist and 44 consultation appointments were scheduled during a 4 month period. - Provided $710,000 funding and/or in kind support to community organizations focused on mental health. PREVENTATIVE HEALTH - Administered 7,208 flu vaccine doses to faith members and the community. - Provided health and wellness outreach to faith based organizations through the Health Ministries Program. During FY 2016, Health Ministries included 9 denominations amongst the 36 Faith Based Partnerships, located within a 300 square mile area throughout Orange County. Welcomed a new Catholic Church and the first two Islamic Mosques into the program. Donated 3,289 volunteer RN hours at the local, national and international level. Touched the lives of more than 30,000 congregants through individual, group and community interventions. - Served 693 congregants with spiritually based aging and dementia care lectures. - Trained 106 persons in life-saving CPR & Automated External Defibrillator usage. - Screened Blood Pressure readings for 496 individuals, teaching healthy lifestyle options and Stroke recognition skills. - Organized blood donations, receiving 446 units of life-giving blood. - During FY 2016 Nursing Outreach: Established a Foundations of Faith. Community Nursing course; trained and commissioned 30 FCNs in the 36 hour course, drawing RNs from Poway to Placerville. - Provided the annual Spirituality Conference, 'The Humanity of Wholeness', attended by 200 health care professionals, religious leaders and caregivers. - Provided $215,000 in funding and/or in kind support to obesity prevention, nutrition education, and physical activity programs. - Provided $656,000 in funding and/or in kind support to health education and prevention programs. - Provided $6,000 in funding for community smoking cessation classes held at Hoag Hospital. - Project Wipeout was created to provide beach and water safety information to the nearby beach communities after seeing an increased incidence of spinal cord injuries in the Hoag Newport Beach Emergency Department. The program was developed to provide education on injury prevention and beach safety for both beach safety service providers and for the general public. Education topics range from general water safety to beach safety, and include rip current safety and escape, marine animal behavior and safety, best practices in the water, and sun protection. In FY16, Project Wipeout hosted the annual Lifeguard Conference, with over 200 lifeguards and fire personnel from all over Orange County, and representatives from as far as San Diego and Los Angeles counties. SCHEDULE H, PART V, SECTION B, LINE 13H HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO 400% THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HMHP AND HOI'S POLICY ALSO PROVIDES FOR DISCRETIONARY DETERMINATION OF CHARITY CARE TAKING INTO CONSIDERATION INDIVIDUAL FACTS AND CIRCUMSTANCES. INDIVIDUAL FACTS AND CIRCUMSTANCES. INDIVIDUAL FACTS AND CIRCUMSTANCES. INDIVIDUAL FACTS AND CIRCUMSTANCES. INDIVIDUAL FACTS AND CIRCUMSTANCES. INDIVIDUAL FACTS AND CIRCUMSTANCES.
SCHEDULE H, PART V, SECTION B, LINE 15E	PATIENTS CAN APPLY FOR FINANCIAL ASSISTANCE BY COMPLETING A FINANCIAL ASSISTANCE PROGRAM (FAP) APPLICATION. APPLICATIONS CAN BE FOUND ON THE HOAG.ORG WEBSITE, VIA FINANCIAL COUNCILORS, BY MAIL, AND BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER AT (949) 764-8400.
SCHEDULE H, PART V, SECTION B, LINE 16A	Facility 1 https://www.hoag.org/documents/Hoag-Financial-Assistance-Charity-Care-Poli cy-01262015.pdf Facility 2 https://www.orthopedichospital.com/documents/Financial-Assistance-Policy-J an-2015.pdf SCHEDULE H, PART V, SECTION B, LINE 16B Facility 1 http://www.hoag.org/documents/Hoag-Charity-Care-Application_030415.pdf Facility 2 http://www.orthopedichospital.com/documents/Charity-Care-Application.pdf SCHEDULE H, PART V, SECTION B, LINE 16C Facility 1 https://www.hoag.org/patients-visitors/billing-information/financial-assis tance-charity-care/ SCHEDULE H, PART V, SECTION B, LINE 16I THE POLICY IS COMMUNICATED VIA OUR WEBSITE, ON THE BACK OF THE PATIENT STATEMENTS, IN THE LOBBY OF EACH FACILITY, AND VIA OUR FINANCIAL COUNSELORS.

Field	Value	IRS element (for citing)
Facility	6	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
MAIN ST SPECIALTY SURGERY CENTER
280 MAIN STREET 100	ORANGE	CA	92660	OUTPATIENT SURGERY CENTER
ORTHOPEDIC SURGERY CENTER OF ORANGE CO
22 CORPORATE PLAZA DR SUITE 150	NEWPORT BEACH	CA	92660	OUTPATIENT ORTHOPEDIC SURGERY CENTER
NEWPORT IMAGING CENTER
360 SAN MIGUEL	NEWPORT BEACH	CA	92660	IMAGING CENTER
NEWPORT BEACH RADIOSURGERY
1605 AVOCADO AVENUE	NEWPORT BEACH	CA	92660	OUTPATIENT SURGERY CENTER
IRVINE ENDOSCOPY PARTNERS LLC
ONE HOAG DRIVE	NEWPORT BEACH	CA	92663	OUTPATIENT SURGERY CENTER
IRVINE SURGICAL PARTNERS LLC
ONE HOAG DRIVE	NEWPORT BEACH	CA	92663	OUTPATIENT SURGERY CENTER

Supplemental Information Detail SupplementalInformationDetail (14 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	HOAG MEMORIAL HOSPITAL PRESBYTERIAN PREPARES AN ANNUAL REPORT AND IT IS PUBLICLY AVAILABLE AT https://www.hoag.org/documents/Community-Benefit-Reports/2016-Community-Be nefit-Report.pdf
SCHEDULE H, PART I, LINE 7A-I	COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $846,008,117 AND $2,834,198,047, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OF APPROXIMATELY 29.85% WHICH WAS USED TO CALCULATE CHARITY CARE AT COST (GROSS PATIENT CHARGES WRITTEN OFF ON THE P&L TIMES COST-TO-CHARGE RATIO). THE COST ACCOUNTING SYSTEM ADDRESSES INPATIENT, OUTPATIENT AND VARIOUS PAYOR TYPES. FOR THE SECTIONS OF LINE 7 AS APPLICABLE, WORKSHEET 2 WAS NOT USED WHILE THE COST TO CHARGE RATIO WAS USED. SCHEDULE H, PART I, LINE 7, COLUMN F The proportionate share of the organization's Joint Venture expenses have been included in the calculation of the community benefit expense percentages.
SCHEDULE H, PART I, LINE 7G	NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED.
SCHEDULE H, PART II	COMMUNITY BUILDING ACTIVITIES THE PRIMARY PURPOSE OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN'S (HOAG OR HOAG HOSPITAL) COMMUNITY BUILDING ACTIVITIES IS TO IMPROVE LOCAL HEALTH IN ORANGE COUNTY THROUGH A COLLABORATIVE PROCESS WITH OTHER NON-PROFIT ORGANIZATIONS AND HEALTH CARE DELIVERY SYSTEMS IN PROVIDING FUNDING OPPORTUNITIES FOR HEALTH RELATED COMMUNITY INITIATIVES. HOAG PARTICIPATES IN A VARIETY OF COMMUNITY BUILDING SUCH AS SUPPORTING THE HEALTH FUNDERS PARTNERSHIP OF ORANGE COUNTY ($10,000). THE GOAL OF THE PARTNERSHIP IS TO IMPROVE LOCAL HEALTH BY ENHANCING THE IMPACT AND EFFICIENCY OF HEALTH PHILANTHROPY AND HEALTH SERVICE DELIVERY IN ORANGE COUNTY. THE PARTNERSHIP ADDRESSES THIS GOAL BY IDENTIFYING STRATEGIC ISSUES FOR COLLABORATIVE FUNDING AND THE POTENTIAL TO LEVERAGE COMMUNITY RESOURCES. HOAG ALSO ASSISTS WITH COMMUNITY DISASTER PREPAREDNESS PLANNING ($26,590).
SCHEDULE H, PART III, LINE 2	METHODOLOGY FOR CALCULATING BAD DEBT THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND TRENDS TO ESTIMATE THE APPROPRIATE BAD DEBT EXPENSE. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED PRIOR TO CALCULATING BAD DEBT EXPENSE.
SCHEDULE H, PART III, LINE 4	BAD DEBT EXPENSE THE ORGANIZATION 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	TREATMENT OF MEDICARE SHORTFALL AS COMMUNITY BENEFIT THE ORGANIZATION DOES NOT TREAT THE SHORTFALL FROM MEDICARE AS A COMMUNITY BENEFIT. MEDICARE COSTING METHODOLOGY MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST TO CHARGE RATIO. SCHEDULE H, PART III, LINE 9B PATIENT ACCOUNTS MANAGEMENT IS RESPONSIBLE FOR THE COLLECTION OF PATIENT ACCOUNTS AFTER DISCHARGE. PROCEDURES ARE FOLLOWED IN ACCORDANCE WITH THE FAIR DEBT COLLECTION PRACTICES ACT. ACCOUNTS UNPAID AFTER ONE HUNDRED TWENTY (120) DAYS MAY BE RECOMMENDED FOR ASSIGNMENT TO AN OUTSIDE COLLECTION AGENCY. ALL APPROPRIATE EFFORTS TO COLLECT AND/OR RESOLVE THE BALANCES DUE WITH THE PATIENT, GUARANTOR OR THIRD PARTY PAYOR MUST BE EXHAUSTED PRIOR TO RECOMMENDATION TO COLLECTORS.
SCHEDULE H, PART VI, LINE 2	NEEDS ASSESSMENT IN THE SPRING OF 2015, HOAG CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS TO IDENTIFY AND ADDRESS THE KEY HEALTH ISSUES OF OUR COMMUNITY. THIS ASSESSMENT WAS CONDUCTED BY PROFESSIONAL RESEARCH CONSULTANTS, INC. (PRC). PRC IS A NATIONALLY-RECOGNIZED HEALTHCARE CONSULTING FIRM WITH EXTENSIVE EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS IN COMMUNITIES ACROSS THE UNITED STATES SINCE 1994. TO ACCESS THE 2015 CHNA REPORT IN ITS ENTIRETY, PLEASE VISIT: HOAG MEMORIAL HOSPITAL PRESBYTERIAN HTTP://WWW.HOAG.ORG/DOCUMENTS/2015-COMMUNITY-HEALTH-NEEDS-ASSESSMENT-REPOR T-HOAG-HOSPITAL.PDF HOAG ORTHOPEDIC INSTITUTE HTTP://WWW.ORTHOPEDICHOSPITAL.COM/DOCUMENTS/2015-HOAG-CHNA.PDF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IS A SYSTEMATIC, DATA-DRIVEN APPROACH TO DETERMINING THE HEALTH STATUS, BEHAVIORS AND NEEDS OF RESIDENTS IN THE SERVICE AREA OF HOAG. SUBSEQUENTLY, THIS INFORMATION MAY BE USED TO INFORM DECISIONS AND GUIDE EFFORTS TO IMPROVE COMMUNITY HEALTH AND WELLNESS. A CHNA PROVIDES INFORMATION SO THAT COMMUNITIES MAY IDENTIFY ISSUES OF GREATEST CONCERN AND DECIDE TO COMMIT RESOURCES TO THOSE AREAS, THEREBY MAKING THE GREATEST POSSIBLE IMPACT ON COMMUNITY HEALTH STATUS. THIS CHNA WILL SERVE AS A TOOL TOWARD REACHING THREE BASIC GOALS: - TO IMPROVE RESIDENTS' HEALTH STATUS, INCREASE THEIR LIFE SPANS, AND ELEVATE THEIR OVERALL QUALITY OF LIFE. A HEALTHY COMMUNITY IS NOT ONLY ONE WHERE ITS RESIDENTS SUFFER LITTLE FROM PHYSICAL AND MENTAL ILLNESS, BUT ALSO ONE WHERE ITS RESIDENTS ENJOY A HIGH QUALITY OF LIFE. - TO REDUCE THE HEALTH DISPARITIES AMONG RESIDENTS. BY GATHERING DEMOGRAPHIC INFORMATION ALONG WITH HEALTH STATUS AND BEHAVIOR DATA, IT WILL BE POSSIBLE TO IDENTIFY POPULATION SEGMENTS THAT ARE MOST AT-RISK FOR VARIOUS DISEASES AND INJURIES. INTERVENTION PLANS AIMED AT TARGETING THESE INDIVIDUALS MAY THEN BE DEVELOPED TO COMBAT SOME OF THE SOCIO-ECONOMIC FACTORS WHICH HAVE HISTORICALLY HAD A NEGATIVE IMPACT ON RESIDENTS' HEALTH. - TO INCREASE ACCESSIBILITY TO PREVENTIVE SERVICES FOR ALL COMMUNITY RESIDENTS. MORE ACCESSIBLE PREVENTIVE SERVICES WILL PROVE BENEFICIAL IN ACCOMPLISHING THE FIRST GOAL (IMPROVING HEALTH STATUS, INCREASING LIFE SPANS, AND ELEVATING THE QUALITY OF LIFE), AS WELL AS LOWERING THE COSTS ASSOCIATED WITH CARING FOR LATE-STAGE DISEASES RESULTING FROM A LACK OF PREVENTIVE CARE. THIS ASSESSMENT INCORPORATES DATA FROM BOTH QUANTITATIVE AND QUALITATIVE SOURCES. QUANTITATIVE DATA INPUT INCLUDES PRIMARY RESEARCH (THE PRC COMMUNITY HEALTH SURVEY) AND SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA); THESE QUANTITATIVE COMPONENTS ALLOW FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. QUALITATIVE DATA INPUT INCLUDES PRIMARY RESEARCH GATHERED THROUGH AN ONLINE KEY INFORMANT SURVEY. THE SURVEY INSTRUMENT WAS BASED LARGELY ON THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VARIOUS OTHER PUBLIC HEALTH SURVEYS AND CUSTOMIZED QUESTIONS ADDRESSING GAPS IN INDICATOR DATA RELATIVE TO HEALTH PROMOTION AND DISEASE PREVENTION OBJECTIVES AND OTHER RECOGNIZED HEALTH ISSUES. THE FINAL SURVEY INSTRUMENT WAS DEVELOPED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND PRC. TO SOLICIT INPUT FROM KEY INFORMANTS, THOSE INDIVIDUALS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY, AN ONLINE KEY INFORMANT SURVEY WAS ALSO IMPLEMENTED AS PART OF THIS PROCESS. A LIST OF RECOMMENDED PARTICIPANTS WAS PROVIDED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN; THIS LIST INCLUDED NAMES AND CONTACT INFORMATION FOR PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND A VARIETY OF OTHER COMMUNITY LEADERS. POTENTIAL PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATIONS WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. IN ALL, 151 COMMUNITY STAKEHOLDERS TOOK PART IN THE ONLINE KEY INFORMANT SURVEY, AS OUTLINED BELOW: ONLINE KEY INFORMANT SURVEY PARTICIPATION KEY INFORMANT TYPE NUMBER INVITED NUMBER PARTICIPATING PHYSICIANS 11 6 PUBLIC HEALTH EXPERTS 16 7 OTHER HEALTH PROVIDERS 59 22 SOCIAL SERVICE PROVIDERS 157 82 BUSINESS & COMM. LEADERS 60 34 THROUGH THIS PROCESS, INPUT WAS GATHERED FROM SEVERAL INDIVIDUALS WHOSE ORGANIZATIONS WORK WITH LOW-INCOME, MINORITY POPULATIONS, OR OTHER MEDICALLY UNDERSERVED POPULATIONS. MINORITY POPULATIONS REPRESENTED: AFRICAN-AMERICANS, AMERICAN INDIAN/ALASKAN NATIVE, ASIANS, BLIND/LOW VISION, CAMBODIANS, CAUCASIANS, CHILDREN, CHILDREN OF PRISONERS, CHINESE, DISABLED, ELDERLY, ESL, FAMILIES, FILIPINOS, FOSTER CHILDREN, HARD-TO-REACH, HISPANICS, HOMELESS, IMMIGRANTS, IRANIANS, JAPANESE, JEWISH, KENYAN, KOREAN, LGBT, LOW-INCOME, MARSHALLESE, MEDICAL, MEDICARE, MENTALLY-IIL, MIDDLE CLASS, MIDDLE EASTERN, MULTIRACIAL, NON-ENGLISH-SPEAKING, OTHER ETHNIC DEMOGRAPHICS, PACIFIC ISLANDER, PERSIAN, POLITICAL REFUGEES, PREGNANT WOMEN, SOMALIAN, TEEN PARENTS, THE UNDERSERVED, THE UNDOCUMENTED, UNINSURED/UNDERINSURED, VETERANS, VICTIMS OF ABUSE, VIETNAMESE, WOMEN, AND YOUNG ADULTS. MEDICALLY UNDERSERVED POPULATIONS REPRESENTED: AFRICAN-AMERICANS, THOSE WITH ALZHEIMER'S/DEMENTIA, ASIANS, BLIND/LOW-VISION, CAMBODIANS, CAUCASIANS, CHILDREN, CHILDREN OF PRISONERS, DIABETICS, DISABLED, ELDERLY, ELIGIBLE PUBLIC PROGRAM RECIPIENTS, FAMILIES, FOSTER CHILDREN, HIGH-RISK FOR UNPROTECTED SEXUAL ACTIVITY, HISPANIC, HOMEBOUND, HOMELESS, IMMIGRANTS, KOREANS, LGBT, LOW EDUCATION LEVEL, LOW-INCOME, MEDICAID, MEDICAL, MEDICARE, MENTALLY ILL, MIDDLE EASTERN, MSI, NEWLY-INSURED, NON-ENGLISH-SPEAKING, NON-SENIORS (DON'T QUALIFY FOR SSD), PREGNANT WOMEN, SEVERE TRAUMATIC HISTORIES, SUBSTANCE ABUSERS, TEENAGERS, UNDOCUMENTED, UNEMPLOYED, UNINSURED/UNDERINSURED, VETERANS, "WORKING-POOR" FAMILIES, AND YOUNG ADULTS. A VARIETY OF EXISTING (SECONDARY) DATA SOURCES WAS CONSULTED TO COMPLEMENT THE RESEARCH QUALITY OF THIS COMMUNITY HEALTH NEEDS ASSESSMENT. DATA FOR THE SERVICE AREA WERE OBTAINED FROM THE FOLLOWING SOURCES: - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH - CENTERS FOR DISEASE CONTROL & PREVENTION - NATIONAL CENTER FOR HEALTH STATISTICS - STATE OF CALIFORNIA DEPARTMENT OF JUSTICE - US CENSUS BUREAU - US DEPARTMENT OF HEALTH AND HUMAN SERVICES - US DEPARTMENT OF JUSTICE, FEDERAL BUREAU OF INVESTIGATION NOTE THAT SECONDARY DATA REFLECT COUNTY-LEVEL DATA (ORANGE COUNTY).
SCHEDULE H, PART VI, LINE 3	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HOAG INFORMS AND EDUCATES PATIENTS ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE IN THE FOLLOWING WAYS: - FINANCIAL ASSISTANCE NOTICES PRINTED IN ENGLISH AND SPANISH ARE ALSO PLACED IN THE PUBLIC ADMISSION AREAS AT HOAG HOSPITALS. - STATEMENTS MAILED TO THE PATIENT INCLUDE A CLEAR AND CONSPICUOUS NOTICE ADVISING THE PATIENT OF HOAG FINANCIAL ASSISTANCE PROGRAM AND THE APPROPRIATE CONTACT INFORMATION. - PATIENT CAN ALSO VISIT PATIENT FINANCIAL SERVICES TO MEET WITH A FINANCIAL COUNCILOR OR BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER TO ANSWER ANY ADDRESS QUESTIONS REGARDING FINANCIAL ASSISTANCE OPTIONS.
SCHEDULE H, PART VI, LINE 4	COMMUNITY INFORMATION HOAG'S COMMUNITY, AS DEFINED FOR THE PURPOSE OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, INCLUDED EACH OF THE 56 RESIDENTIAL ZIP CODES COMPRISING THE HOSPITAL'S SERVICE AREA. THIS COMMUNITY DEFINITION WAS DETERMINED BECAUSE A MAJORITY OF HOAG'S PATIENTS ORIGINATE FROM THIS AREA. THE POPULATION OF THE HOSPITAL'S SERVICE AREA IS ESTIMATED AT 1,874,329 PEOPLE. THE AGE DISTRIBUTION OF OUR POPULATION IS SIMILAR TO THAT OF A NATION AS A WHOLE, BUT OUR AREA IS RACIALLY AND ETHNICALLY MUCH MORE DIVERSE, WITH NON-HISPANIC WHITE RESIDENTS COMPRISING ONLY A NARROW MAJORITY OF RESIDENTS. THE MEDIAN HOUSEHOLD INCOME FOR THE SERVICE AREA IS $86,469. THIS IS HIGHER THAN THE MEDIAN INCOME FOR THE COUNTY, $75,998, AND STATE, $61,489. MEDIAN HOUSEHOLD INCOME HOAG SERVICE AREA $86,469 ORANGE COUNTY $75,998 CALIFORNIA $61,489 SOURCE: U.S. CENSUS BUREAU, AMERICAN COMMMUNITY SURVEY, 2010-2014, S1701. HTTP://FACTFINDER.CENSUS.GOV/ POVERTY POVERTY THRESHOLDS ARE USED FOR CALCULATING ALL OFFICIAL POVERTY POPULATION STATISTICS. THEY ARE UPDATED EACH YEAR BY THE CENSUS BUREAU. FOR 2014, THE FEDERAL POVERTY LEVEL (FPL) FOR ONE PERSON WAS AN ANNUAL INCOME OF $11,670 AND FOR A FAMILY OF FOUR WAS $23,850. AMONG AREA RESIDENTS, 12.5% ARE AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL (FPL) AND 28.8% ARE AT 200% OF FPL OR BELOW (LOW-INCOME). THESE POVERTY LEVELS ARE COMPARABLE WITH COUNTY LEVELS AND BELOW STATE AVERAGES. PARTS OF IRVINE, SANTA ANA AND GARDEN GROVE HAVE THE HIGHEST POVERTY RATES IN THE SERVICE AREA. BELOW 100% POVERTY BELOW 200% POVERTY HOAG SERVICE AREA 12.5% 28.8% ORANGE COUNTY 12.8% 29.9% CALIFORNIA 16.4% 36.4$ SOURCE: U.S. CENSUS BUREAU, AMERICAN COMMMUNITY SURVEY, 2010-2014, S1701. HTTP://FACTFINDER.CENSUS.GOV/ FOR MORE DETAILS ON THIS INFORMATION, PLEASE REFER TO THE 2016 COMMUNITY BENEFIT REPORT AT: https://www.hoag.org/documents/Community-Benefit-Reports/2016-Community-Be nefit-Report.pdf OTHER HOSPITALS IN THE AREA INCLUDE, BUT ARE NOT LIMITED TO: - AHMC ANAHEIM REGIONAL MEDICAL CENTER - ANAHEIM - ANAHEIM GENERAL HOSPITAL (ANAHEIM, BUENA PARK) - CHAPMAN MEDICAL CENTER - ORANGE - CHILDREN'S HOSPITAL AT MISSION - MISSION VIEJO - CHILDREN'S HOSPITAL OF ORANGE COUNTY - ORANGE - FOUNTAIN VALLEY RGNL HOSP AND MED CTR - FOUNTAIN VALLEY - GARDEN GROVE HOSPITAL AND MEDICAL CENTER - GARDEN GROVE - HUNTINGTON BEACH HOSPITAL - HUNTINGTON BEACH - KAISER PERMANENTE (IRVINE, ANAHEIM) - KINDRED HOSPITAL (SANTA ANA, WESTMINSTER) - LA PALMA INTERCOMMUNITY HOSPITAL - LA PALMA - MISSION HOSPITAL LAGUNA BEACH - LAGUNA BEACH - MISSION HOSPITAL REGIONAL MEDICAL CENTER - MISSION VIEJO - ORANGE COAST MEMORIAL MEDICAL CENTER - FOUNTAIN VALLEY - SADDLEBACK MEMORIAL MEDICAL CENTER (LAGUNA HILLS/SAN CLEMENTE) - ST. JOSEPH HOSPITAL - ORANGE - ORANGE - ST. JUDE MEDICAL CENTER - FULLERTON - UNIVERSITY OF CALIFORNIA IRVINE MEDICAL CENTER - ORANGE - WESTERN MEDICAL CENTER - SANTA ANA
SCHEDULE H, PART VI, LINE 5	PROMOTION OF COMMUNITY HEALTH - COMMUNITY BENEFIT STAFF CONTINUOUSLY ASSESS THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NON PROFIT ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. - HOAG CONTINUES TO COLLABORATE WITH THE DEPARTMENT OF EDUCATION IN SUPPORT OF A FULL-TIME SCHOOL-BASED COUNTY PHYSICIAN TO SERVE THE PUBLIC SCHOOL SYSTEM IN ORANGE COUNTY. HOAG PROVIDES THE MAJORITY FUNDING FOR THIS POSITION. - HOAG HOSPITAL AND SHARE OUR SELVES (SOS) CLINIC HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984 TO PROVIDE HEALTH CARE TO THE LOW INCOME, UNINSURED, AND UNDERINSURED INDIVIDUALS RESIDING IN THE COMMUNITY. THE SOS AND HOAG COLLABORATION INCLUDES MORE THAN 150 VOLUNTEER HEALTHCARE SPECIALISTS AVAILABLE TO PROVIDE CARE TO SOS PATIENTS BY PROVIDING DIAGNOSTIC TESTS, PROCEDURES, HOSPITALIZATIONS AND ER VISITS FOR SOS PATIENTS. IN ADDITION, SOS HAS ACQUIRED A PEDIATRIC CLINIC FROM THE CHILDREN'S HOSPITAL OF ORANGE COUNTY (CHOC) AND IS CURRENTLY HOUSED AT HOAG'S CENTER FOR HEALTH LIVING. THIS CLINIC PRIMARILY SERVES THE LOW INCOME FAMILIES FROM THE COSTA MESA AND NEWPORT BEACH COMMUNITIES. - HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY RESOURCE CENTER (AFSC) WHICH IS COMMITTED TO THE MISSION OF IMPROVING THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. HOAG HOSPITAL OWNS THE AFSC FACILITY AND PROVIDES IT AT NO CHARGE, INCLUDING MAINTENANCE SERVICES AS SPECIFIED IN THE LEASE, TO THE AGENCY. ADDITIONALLY, THE HOSPITAL PROVIDES ANNUAL OPERATING AND TRANSPORTATION GRANTS, AND IN-KIND SERVICES SUCH AS CONSULTATION IN NURSING AND COMPLIANCE-RELATED ISSUES TO THE CENTER. - HOAG'S MENTAL HEALTH CENTER (MHC) PROVIDES BICULTURAL SERVICES ON A SLIDING SCALE TO PEOPLE WHO OTHERWISE COULD NOT OBTAIN MENTAL HEALTH SERVICES. DURING FY2016, THE PROGRAM EMPLOYED SEVEN FULL-TIME BILINGUAL MASTERS PREPARED SOCIAL WORKERS, 6 OF THE STAFF ARE LICENSED. THESE SOCIAL WORKERS PROVIDED MENTAL HEALTH SERVICES TO 822 CLIENTS IN THE FORM OF PSYCHOTHERAPY. RESOURCE BROKERING, AND/OR CASE MANAGEMENT WAS PROVIDED TO 154 INDIVIDUALS. IN ADDITION, THE PROGRAM OFFERED PSYCHOTHERAPEUTIC AND PSYCHO EDUCATIONAL GROUPS TO 2,402 PARTICIPANTS. - THROUGH THE HOAG HEALTH MINISTRIES PROGRAM, THE FAITH COMMUNITY NURSE'S (FCN'S) ADMINISTERED 7,208 FLU VACCINE DOSES TO FAITH MEMBERS AND OTHER COMMUNITY MEMBERS. - IN COLLABORATION WITH HOAG'S NEUROSCIENCES INSTITUTE AND THE ALZHEIMER'S FAMILY SERVICES CENTER, HOAG COMMUNITY BENEFIT SPONSORED THE 2016 SPIRITUALITY CONFERENCE - "THE HUMANITY OF WHOLENESS," ATTENDED BY 200 HEALTH CARE PROFESSIONALS, RELIGIOUS LEADERS AND CAREGIVERS. - HOAG HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY THROUGH A CREDENTIALING PROCESS. MEMBERSHIP AND PRIVILEGES ARE GRANTED TO QUALIFIED MD'S, DO'S, AND OTHER ALLIED HEALTH PROFESSIONALS BY THE MEDICAL STAFF AND HOAG HOSPITAL BOARD OF DIRECTORS. - AS A NOT-FOR-PROFIT INSTITUTION, GOVERNANCE IS PROVIDED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF 19 VOTING MEMBERS. A MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA AND ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS. - THE BOARD OF DIRECTORS ALLOCATE A SIGNIFICANT PORTION OF THE NET OPERATING INCOME TO PROMOTING THE HEALTH OF THE COMMUNITY, SPECIFICALLY SERVING THE NEEDS OF THE UNINSURED AND LOW INCOME COMMUNITIES THROUGH CHARITY CARE AND A VARIETY OF FREE OR LOW COST SERVICES AND PROGRAMS PROVIDED BY THE DEPARTMENT OF COMMUNITY HEALTH. - IN AN EFFORT TO INCREASE THE COMMUNITY POOL OF AVAILABLE TRAINED AND EDUCATED HEALTH PROFESSIONALS, HOAG INVESTS ANNUALLY IN HEALTH PROFESSIONAL TRAINING AND DEVELOPMENT. THE HOSPITAL CURRENTLY WORKS WITH A NUMBER OF PROFESSIONAL GROUPS IN THIS ENDEAVOR, INCLUDING NURSES, PHYSICAL THERAPISTS, PHARMACISTS, LABORATORY PROFESSIONALS, SOCIAL WORKERS, AND CLINICAL CARE EXTENDERS. - HOAG PROVIDES UNCOMPENSATED CARE (CHARITY) TO PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE. HOAG'S CHARITY CARE AND SELF-PAY DISCOUNT POLICY STATES THAT SELF-PAY AND UNINSURED PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE MAY QUALIFY FOR CHARITY OR DISCOUNTS ON A SLIDING SCALE FOR INCOMES UP TO 400% OF THE FEDERAL POVERTY LEVEL. TOTAL QUANTIFIABLE COMMUNITY BENEFIT EXPENDITURES (EXCLUDING MEDICARE COST OF UNREIMBURSED CARE) FOR FY2016 AMOUNTED TO OVER $38 MILLION. - HOAG'S DEPARTMENT OF COMMUNITY HEALTH RECENTLY OPENED THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING (MHSCHL). IT PROVIDES SPACE TO LIKE-MINDED COMMUNITY AGENCIES WHICH SEEK TO IMPROVE THE QUALITY OF LIVES OF THOSE IN THE COMMUNITY. A KEY COMPONENT WHICH MAKES THE COLLABORATIVE UNIQUE IS OUR CENTRALIZED REGISTRATION AND CASE MANAGEMENT TEAM. THIS TEAM SCREENS ALL CLIENTS COMING INTO THE CENTER AND SEEKS TO IDENTIFY: SOCIOECONOMIC STRESSORS, POTENTIAL HEALTH RISKS, MENTAL AND EMOTIONAL HEALTH ISSUES, LEGAL ISSUES, ACCESS TO HEALTH CARE, AND OTHER LIFE STRESSORS THAT CAN AFFECT ONE'S QUALITY OF LIFE. OUR CASE MANAGEMENT TEAM PLAYS A CRITICAL ROLE IN LINKING CLIENTS TO THE APPROPRIATE SERVICES, WHILE ALSO MONITORING CLIENTS' PROGRESSION THROUGH THE REFERRAL PROCESS. THIS MODEL FOR SERVICE DELIVERY HELPS BRIDGE GAPS BETWEEN COMMUNITY, CLIENTS AND AGENCIES, WHILE ALSO LEVERAGING RESOURCES AND THE FOSTERING COLLABORATION BETWEEN ORGANIZATIONS.
SCHEDULE H, PART VI, LINE 6	AFFILIATED HEALTH CARE SYSTEM HOAG HOSPITAL IS A NONPROFIT REGIONAL HEALTHCARE DELIVERY NETWORK CONSISTING OF TWO ACUTE-CARE HOSPITALS, FIVE URGENT CARE CENTERS AND SEVEN HEALTH CENTERS. IN 2013, HOAG HOSPITAL BECAME AFFILIATED WITH ST. JOSEPH HEALTH, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FINANCIAL ASSISTANCE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. OUR FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES A POLICY THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION THEN FUNDS PROGRAMS IN COMMUNITIES SERVED BY ST. JOSEPH HEALTH HOSPITALS THAT EXEMPLIFY THE FOUR CORE VALUES OF ST. JOSEPH HEALTH SYSTEM: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE.
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 (69 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Academy of International Dance
2025 South Main St	Santa Ana	CA	92707	262657759	501(c)(3)	$15,000	Grant: Healthy Life Styles
Access California Services
2180 W Crescent AveC	Anaheim	CA	92801	330826205	501(c)(3)	$55,000	Grant: Access to Health Coverage and Mental Health Services
Age Well Senior Services (S COUNTY SR SVC)
24300 El Toro Rd BldgA 2000	Laguna Woods	CA	92637	931163563	501(c)(3)	$190,000	Grant: Senior Transportation, Operations of programs, Mobile Meals
AIDs Service Foundation
17982 Sky Park Circle J	Irvine	CA	92614	330126481	501(c)(3)	$40,000	Grant: OC POLST Coalition and Advance Care Planning, Latino Conf
Alzheimers Association of OC
2515 Mccabe Way Ste 200	Irvine	CA	92614	953702013	501(c)(3)	$51,000	Grant: OC POLST Coalition and Advance Care Planning, Latino Conf
Alzheimer's Family Services Center
9451 Indianapolis Ave	Huntington Beach	CA	92646	953463978	501(c)(3)	$995,635	OPERATIONS, MATCHING GRTS, MISC GRANTS
American Lung Association
1570 E 17th St F	Santa Ana	CA	92705	950362650	501(c)(3)	$10,000	Grant: Lung Force Womens Symposium
American Red Cross
601 N Golden Circle	Santa Ana	CA	92705	530196605	501(c)(3)	$10,000	Grant: Home Fire Prevention Campaign
America on Track
600 W Santa Ana 701	Santa Ana	CA	92701	330724044	501(c)(3)	$20,000	Grant: On Track Through Fitness & Nutrition
Boys & Girls Club Santa Ana
250 N Golden Circle 104	Santa Ana	CA	92705	951893417	501(c)(3)	$25,000	Grant: Mind, Body and Soul program
The Cambodian Family
1626 E 4th St	Santa Ana	CA	92701	953854831	501(c)(3)	$25,000	Grant: Healthy Change program
Casa Teresa Inc
123 West Maple Ave	Orange	CA	92866	953251986	501(c)(3)	$75,000	Grant: Emergency Maternity Shelter, Health & Wellness Program
The Center Orange County LGBT
1605 N Spurgeon St	Santa Ana	CA	92701	952934041	501(C)(3)	$20,000	Grant: Mental Health Services
Charitable Ventures OF ORANGE COUNTY INC
1505 E 17th St 101	Santa Ana	CA	92705	208756660	501(C)(3)	$20,160	Project Kinship-program for formerly incarcerated and their fmailies.
Childrens Hospital Orange County (CHOC)
455 S Main St	Orange	CA	92868	952321786	501(c)(3)	$640,000	Grant: Pediatric Diabetes Services at Allen Diabetes Center
CHOC Foundation
455 S Main St	Orange	CA	92868	956097416	501(c)(3)	$150,000	CHOC Breathmobile, CHOC Eating Disorder Clinic
City of Irvine
PO Box 19575	Irvine	CA	92623	952759391	GOVT	$48,000	Grant: Mental Health Outreach and Senior Resources
City of Newport Beach
PO Box 1768	Newport Beach	CA	92658	956000751	GOVT	$225,000	Oasis Senior Center Transportation Services, OC Alternative Destination Project
Community Senior Serv Inc
1200 N Knollwood Cir	Anaheim	CA	92801	952771715	501(c)(3)	$15,000	Grant: Senior Nutrition Programs
City of Costa Mesa
PO Box 1200	Costa Mesa	CA	92628	956005030	GOVT	$100,000	Senior Transportation
Community Action Partnership of OC
11870 Mornarch St	Garden grove	CA	92841	952452787	501(c)(3)	$25,000	Healthy Cities
Crohn's & Colitis
3972 Barranca PkwyJ276	Irvine	CA	92606	136193105	501(c)(3)	$20,000	Grant: Bowel Disease Education program
Epilepsy Support Network
9114 Adams Ave 288	Huntington Beach	CA	92646	270681680	501(c)(3)	$25,000	Grant: Program support
Families Forward
8 Thomas	Irvine	CA	92618	330086043	501(c)(3)	$50,000	Community Cares Program, Counseling Programam
Girls Incorporated of Orange County
1815 Anaheim Ave	Costa Mesa	CA	92627	951810150	501(c)(3)	$20,000	Eureka Health Program
Healthy Smiles
10602 Chapman Ave 200	Garden Grove	CA	92840	383675065	501(c)(3)	$40,000	Dental Sedation Care for Underserved Children
Human Options
PO Box 53745	Irivne	CA	92619	953667817	501(c)(3)	$275,096	Bilingual Mental health for victims of Domestic Violence
City of Huntington Beach
2000 Main St	Huntington Beach	CA	92648	956000723	GOVT	$155,000	Senior Transportation, Home Delivered Meals, Project Self Sufficiency
Infection Disease Association of California
PO Box 66751	Los Angeles	CA	90006	954106813	501(c)(3)	$15,000	educational conference
Illumination Foundation
2691 Richter Ave 107	Irvine	CA	92606	711047686	501(c)(3)	$15,000	Grant: Healthcare and Outreach
Irvine Adult Day Health Services
20 Lake Road	Irvine	CA	92604	330599371	501(c)(3)	$140,000	Expansion of Educational programs and Senior Transportation
Irvine Childrens Fund
14301 Yale Ave	Irvine	CA	92604	330177921	501(c)(3)	$45,000	Provides Before and After School Child Care Scholarships
Irvine Public Schools Foundation
18552 MacArthur Blvd 2300	Irvine	CA	92612	330733191	501(c)(3)	$100,000	Health and Wellness Initiatives
Laguna Beach Senior Center
380 Third St	Laguna Beach	CA	92651	952983350	501(c)(3)	$24,000	Grant: Feeling the Blues
Latino Health Access
1701 N Main St Ste200	Santa Ana	CA	92706	330562943	501(c)(3)	$125,000	Women's Health Services
Laurel House
One Hope Dr	Tustin	CA	92782	300611748	501(c)(3)	$15,000	Grant: Home for Teens
March of Dimes Foundation Corp
2222 Martin St Ste 270	irvine	CA	92612	131846366	501(c)(3)	$15,000	Improving Perinatal Outcomes in OC through Professional Education
Mariposa Women and Familty Center
812 W Town Country Rd	Orange	CA	92866	953626580	501(c)(3)	$25,000	Grant: Community Counseling Program
Marshall B ketchum University
2575 Yorba Linda Blvd	Fullerton	CA	92831	951644593	501(c)(3)	$10,000	Prosthetic Contact Lenses and Eyes for Vulnerable Populations
MOMS ORANGE COUNTY
1128 W Santa Ana	Santa Ana	CA	92703	330518078	501(c)(3)	$114,000	Maternity Child Health Coordination
NAMI Orange County
1810 E 17th Street	Santa Ana	CA	92705	953726369	501(c)(3)	$20,000	Mental Health Outreach and Education
Newport Beach Police Department
870 Santa Barbara Drive	Newport Beach	CA	92658	956000751	GOVT	$7,000	Every 15 Minutes Program for CDM
Newport Mesa Schools Foundation
PO Box 1368	Newport Beach	CA	92659	953545785	501(C)(3)	$10,000	Teacher Grant Programs
Newport-Mesa Unified School District
2985 A Bear St	Costa Mesa	CA	92626	952417783	GOVT	$275,823	HOPE CLINIC
Oakview Renewal Partnership
PO Box 3476	Huntington Beach	CA	92505	611495237	501(c)(3)	$200,000	Grant: Mobile Health Program, Healthy Community Initiative
ONE OC
1901 E Fourth St Ste 100	Santa Ana	CA	92705	952021700	501(c)(3)	$170,000	Sustaining Fund
Orange County Bar Foundation Corp
313 N Birch St 2nd Floor	Santa Ana	CA	92701	237068923	501(c)(3)	$25,000	MADRES UNIDAS
Orange County Dept of Education
200 Kalmus Dr	Costa Mesa	CA	92628	956000943	501(c)(3)	$125,000	Grant: Addresses Student Success & Wellness
Orange County Fire Authority
1 Fire Authority Rd	Irvine	CA	92619	271064774	GOVT	$28,000	PulsePoint Program
Orange County Human Relations
1300 S Grand Ave Bldg B	Santa Ana	CA	92705	330438086	501(c)(3)	$80,000	Bridges School Inter Group Relations & Violence Prevention programs, WIMS Conference
Orange County Rescue Mission
One Hope Dr	Tustin	CA	92782	952479552	501(c)(3)	$35,000	Veterans In Mind
Orange County United Way
180125 Mitchell Ave South	Irvine	CA	92614	330047994	501(c)(3)	$10,900	Grant: Loan Exec. Program
Pediatric Adolescent Diabetes Research
455 South Main St	Orange	CA	92868	330099451	501(c)(3)	$104,911	Grant: Diabetes Education
Planned Parenthood ORANGE & SAN BERNARDINO
700 S Tustin Street	Orange	CA	92866	956152773	501(c)(3)	$100,000	WHSC Grant: Renovation of Costa Mesa Health Center
Providence Speech & Hearing Center
1301 Providence Ave	Orange	CA	92868	956154473	501(c)(3)	$125,000	Grant: Low income subsidy program
Public Law Center Corp
601 W Civic Center Dr	Santa Ana	CA	92701	953709253	501(c)(3)	$25,000	Medical Legal Partnership
Save Our Youth
661 Hamilton 180	Costa Mesa	CA	92627	330585600	501(c)(3)	$30,000	Teen Health through recreational, Cultural, and Outdoor Activities
Seneca FAMLIY OF AGENCIES
18302 Irvine Blvd 300	Tustin	CA	92780	942971761	501(c)(3)	$20,000	Grant: Mental Helath Clinics
Share Our Selves Clinic
1550 Superior Ave	Costa Mesa	CA	92627	953222316	501(c)(3)	$1,142,151	Grant: Operations
Someone Cares Soup Kitchen
720 W 19th St	Costa Mesa	CA	92627	330279080	501(c)(3)	$43,000	Supports programs to feed the underserved
Strength in Support (SIS)
23046 Aven dela Carlota600	Laguna Hills	CA	92653	461896501	501(c)(3)	$25,000	Grant: Mental Health services to Veterans
Susan G Komen BREAST CANCER FOUNDATION
3191 A Airport Loop Dr	Costa Mesa	CA	92626	330487943	501(c)(3)	$50,000	Grant: Breast Health Screening for Latinas/African Americans
Sweet Success Express Program
PO Box 9705	Fountain Valley	CA	92728	342044369	501(c)(3)	$15,000	Grant: Diabetes Education
Talk about Curing Autism
2222 Martin St Ste 140	Irvine	CA	92612	270048002	501(c)(3)	$10,000	Parent Education and Spanish Outreach
Taller San Jose
801 N Broadway	Santa Ana	CA	92701	593816355	501(c)(3)	$10,000	Light up a Light Donation
University of California Irvine
202 School Ecology	irvine	CA	92697	952226406	GOVT	$500,000	Access to Care for Vulnerable Populations, Research and Education
Youth Employment Services
114 East 19th St	Costa Mesa	CA	92627	952704522	501(c)(3)	$20,000
Wooden Floor
1810 N Main Street	Santa Ana	CA	92706	330299356	501(c)(3)	$10,000
St Joseph Hospital of Orange
1100 WEST STEWART DRIVE	Orange	CA	92868	951643359	501(C)(3)	$600,000	Program Support

Field	Value	IRS element (for citing)
Total501c3 Org	69	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	DESCR OF ORGANIZATIONS PROCEDURES FOR MONITORING THE USE OF GRANTS IN ORDER TO BE ELIGIBLE FOR A COMMUNITY BENEFIT GRANT, AN APPLICANT ORGANIZATION (OR FISCAL AGENT) MUST BE DESIGNATED BY THE IRS AS A TAX EXEMPT NON-PROFIT AND SUBMIT A COPY OF THEIR EXEMPT STATUS FOR VERIFICATION. THE ORGANIZATION MUST HAVE AN EXECUTIVE DIRECTOR AND AN ESTABLISHED BOARD OF DIRECTORS THAT MEETS REGULARLY. PRIOR TO FUNDING, RESEARCH IS CONDUCTED REGARDING THE REPUTATION AND PERFORMANCE OF THE ORGANIZATION. APPLICANTS MUST APPLY FOR A GRANT EACH YEAR THROUGH THE COMMUNITY BENEFIT GRANTS PROGRAM. REQUESTS MUST INCLUDE: W-9, tax exempt verification, PREVIOUS AND CURRENT YEAR BUDGETS, PROJECT BUDGETS, LIST OF BOARD OF DIRECTORS, PROGRAM GOALS AND OBJECTIVES, AND MEASURABLE OUTCOMES FOR THE SPECIFIED PROGRAM THAT IS BEING FUNDED. AN INTERVIEW WITH THE EXECUTIVE DIRECTOR AND ONE OR MORE BOARD MEMBERS MAY BE CONDUCTED AS WELL AS A SITE VISIT IN ORDER TO FAMILIARIZE OURSELVES WITH THE ORGANIZATION AND THE PROGRAMS OFFERED. DEPARTMENT STAFF MAY ACTIVELY PARTICIPATE WITH THE ORGANIZATION BY PROVIDING IN-KIND SERVICES AND BOARD PARTICIPATION. ONCE A GRANT REQUEST HAS BEEN APPROVED AND FUNDED, WE REQUIRE A 6-MONTH PROGRESS REPORT AND A FINAL REPORT ON THE IMPLEMENTATION STRATEGY AND MEASURABLE OUTCOMES. THROUGHOUT THE FUNDING PERIOD OF A SPECIFIED PROGRAM, THERE MAY BE OCCASIONAL MEETINGS WITH THE DIRECTOR AND PROGRAM PERSONNEL TO RECEIVE REPORTS ON PROGRESS AND UPDATES OF THE ACTIVITIES CONDUCTED AS WELL AS THE NUMBER OF INDIVIDUALS SERVED. THIS PROCESS ALLOWS US TO MONITOR THAT THE GRANT FUNDS ARE BEING USED FOR THE INTENDED PURPOSES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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
Robert Braithwaite
CEO-Hoag, Reg VP-S CA Region	$0	$585,526	$0	$279,782	$0	$59,098	$0	$9,551	$0	$34,855	$0	$968,812	$0	$0
Jack Cox
SVP/Chf Qualty Ofcr(Thru 4/15)	$153,055	$295,448	$274,851	$45,000	$811,832	$51,757	$136,626	$1,198	$3,287	$9,069	$1,379,651	$402,472	$791,109	$0
Richard Martin
SVP & Chief Nursing Officer	$437,029	$0	$397,096	$0	$3,588	$0	$37,301	$0	$8,124	$0	$883,138	$0	$0	$0
Sanford Smith
SVP Real Estate & Facilities	$395,179	$0	$203,520	$0	$2,863	$0	$58,932	$0	$6,084	$0	$666,578	$0	$0	$0
Timothy C L Moore
SVP & CIO (THRU 7/2015)	$257,484	$0	$354,847	$0	$707,195	$0	$22,431	$0	$14,245	$0	$1,356,202	$0	$77,207	$0
Cynthia Perazzo
SVP Strategic & Business Dvpmt	$395,129	$0	$301,441	$0	$3,157	$0	$23,481	$0	$15,227	$0	$738,435	$0	$2,092	$0
Flynn Andrizzi
SVP/Pres. HHF/Board Member HCS	$402,396	$0	$124,548	$0	$3,018	$0	$23,845	$0	$22,211	$0	$576,018	$0	$0	$0
Jan Blue
SVP Human Resources	$0	$0	$610,052	$0	$349,962	$0	$25,844	$0	$8,874	$0	$994,732	$0	$0	$0
Kris Iyer MD
VP SR & CAO HMTS/BD CHAIR HMTS	$390,000	$0	$197,197	$0	$9,630	$0	$21,196	$0	$1,497	$0	$619,520	$0	$0	$0
Nina Robinson
VP Marketing and Corp Comm.	$246,397	$0	$154,864	$0	$2,448	$0	$13,705	$0	$302	$0	$417,716	$0	$0	$0
Gwyn Parry
Director of Community Medicine	$235,085	$0	$34,860	$0	$57,678	$0	$17,203	$0	$7,532	$0	$352,358	$0	$0	$0
Michael Brand-Zawadzki
Executive Medical Director COE	$428,770	$0	$73,363	$0	$80,299	$0	$13,832	$0	$14,788	$0	$611,052	$0	$0	$0
Andrew Guarni
CFO	$342,694	$0	$235,904	$0	$2,684	$0	$17,433	$0	$12,994	$0	$611,709	$0	$0	$0
Jim Rice
Vice President - Facilities	$240,136	$0	$148,701	$0	$2,326	$0	$17,541	$0	$26,976	$0	$435,680	$0	$0	$0
Michael Ricks
COO	$221,159	$0	$258,000	$0	$150,253	$0	$5,192	$0	$3,129	$0	$637,733	$0	$0	$0
Allyson Brooks
Exec Dir Med Womens Health	$368,480	$0	$29,593	$0	$30,064	$0	$2,813	$0	$12,968	$0	$443,918	$0	$0	$0
Richard Afable MD
Fmr Pres,CEO,BM/BM HHF/SJH EVP	$0	$769,487	$0	$387,619	$0	$122,668	$0	$9,275	$0	$27,308	$0	$1,316,357	$0	$0
PATRICK ANDERSON
SVP & CIO	$44,424	$0	$0	$0	$150,025	$0	$0	$0	$0	$0	$194,449	$0	$0	$0
JENNIFER MITZNER
FORMER KEY EMPLOYEE	$0	$512,706	$0	$383,087	$0	$93,670	$0	$9,548	$0	$31,809	$0	$1,030,820	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3	DESCRIPTION OF CEO PAID BY EXEMPT PARENT THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY ST. JOSEPH HEALTH SYSTEM.
SCHEDULE J, PART I, LINE 4A	SEVERANCE PAY THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: Tim Moore received a $627,588 severance payout during the year. Jan Blue received a $344,781 change in control payment as a result of the affiliation with St. Joseph Health System.
SCHEDULE J, PART I, LINE 4B	SUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT FROM THE SERP PLAN DURING THE YEAR: JACK COX - $791,109 TIMOTHY MOORE - $77,207 CYNTHIA PERAZZO - $2,092

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Hoag Medical Group
See Part V	$110,232	See Part V	false
Melissa Dickerson
See Part V	$93,292	See Part V	false
Newport Emergency Medical Group
See Part V	$261,000	See Part V	false
WILLIAM DICKERSON
SEE PART V	$48,721	SEE PART V	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	BUSINESS RELATIONSHIPS	FormAndLineReferenceDesc
Explanation	LINE (1) - Kris Iyer, Key Employee of HMHP, is the owner of Hoag Medical Group (HMG). HMG is a physician group that provides various professional services to Hoag. LINE (2) - TIMOTHY MOORE, FORMER SVP & CHIEF INFORMATION OFFICER, IS THE FATHER-IN-LAW OF MELISSA DICKERSON WHO IS AN EMPLOYEE OF HOAG. LINE (3) - RAYMOND RICCI, BOARD MEMBER OF HMHP, IS THE OWNER, PRESIDENT AND PRACTICING PHYSICIAN OF NEWPORT EMERGENCY MEDICAL GROUP INC., A MEDICAL GROUP THAT PROVIDES EMERGENCY SERVICES AND MEDICAL DIRECTORSHIP (RAYMOND AS A CHIEF OF SERVICE) TO HOAG. LINE (4) - TIMOTHY MOORE, FORMER SVP & CHIEF INFORMATION OFFICER, IS THE FATHER OF WILLIAM DICKERSON WHO IS AN EMPLOYEE OF HOAG.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A	PROGRAM SERVICE ACCOMPLISHMENTS EXECUTIVE SUMMARY THE COMMUNITY HEALTH DEPARTMENT AT HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HOAG) WAS ESTABLISHED IN 1995. SINCE ITS BEGINNING THE PROGRAM HAS FOCUSED ON TWO PRINCIPAL STRATEGIES: - PROVIDE NECESSARY HEALTHCARE-RELATED SERVICES WHICH ARE UNDUPLICATED IN THE COMMUNITY. - PROVIDE FINANCIAL SUPPORT TO EXISTING COMMUNITY BASED NOT-FOR-PROFIT ORGANIZATIONS WHICH ALREADY PROVIDE EFFECTIVE HEALTHCARE AND RELATED SOCIAL SERVICES TO MEET COMMUNITY HEALTH NEEDS. THE DEPARTMENT OF COMMUNITY HEALTH, LED BY ITS DIRECTOR, GWYN PARRY, MD, IS RESPONSIBLE FOR THE COORDINATION OF HOAG'S COMMUNITY BENEFIT REPORTING, AND PROVIDES FREE AND LOW COST PROGRAMS TO ASSIST THE UNDERSERVED IN THE COMMUNITY. THESE INCLUDE MENTAL HEALTH SERVICES, HEALTH MINISTRIES COORDINATION, AND A GRANTS PROGRAM. IN ADDITION TO THESE SERVICES, MANY OTHER HOAG DEPARTMENTS PROVIDE COMMUNITY HEALTH SERVICES INCLUDING EDUCATION AND SUPPORT GROUPS WHICH ARE FREE TO THE COMMUNITY. THE COMMUNITY BENEFIT PROGRAM SUPPORTS ORGANIZATIONS THAT PROVIDE A BROAD RANGE OF SERVICES, INCLUDING THE FOLLOWING: - FREE MEDICAL AND DENTAL CARE - ADULT DAY CARE AND EDUCATION FOR PERSONS WHO SUFFER FROM ALZHEIMER'S DISEASE OR MILD DEMENTIA, WITH SUPPORT AND EDUCATION FOR THEIR CAREGIVERS AND FAMILIES - TRANSPORTATION SERVICES FOR LOCAL SENIOR CENTERS INTRODUCTION THE HOAG MEMORIAL HOSPITAL PRESBYTERIAN COMMUNITY BENEFIT PROGRAM WAS FORMALIZED IN 1995 AND HAS GROWN SIGNIFICANTLY SINCE THAT TIME. WE HAVE SERVED OVER 80 NONPROFIT COMMUNITY ORGANIZATIONS IN A VARIETY OF HEALTH AND SOCIAL SERVICE CATEGORIES. WE CONTINUE TO EMPHASIZE THE DEVELOPMENT OF SUSTAINED COLLABORATIVE RELATIONSHIPS AND THE PROVISION OF UNDUPLICATED SERVICES TO DISADVANTAGED RESIDENTS IN OUR COMMUNITY AS CORE ELEMENTS OF THE PROGRAM. HOAG'S NONPROFIT REGIONAL HEALTH CARE DELIVERY NETWORK CONSISTS OF TWO ACUTE-CARE HOSPITALS - HOAG HOSPITAL NEWPORT BEACH, WHICH OPENED IN 1952, AND HOAG HOSPITAL IRVINE, WHICH OPENED IN 2010 - IN ADDITION TO TEN URGENT CARE CENTERS AND SEVEN HEALTH CENTERS, AND HAS DELIVERED A LEVEL OF PERSONALIZED CARE THAT IS UNSURPASSED AMONG ORANGE COUNTY'S HEALTH CARE PROVIDERS. RENOWNED FOR ITS EXCELLENCE, SPECIALIZED HEALTH CARE SERVICES AND EXCEPTIONAL PHYSICIANS AND STAFF, HOAG IS ADMIRED AS ONE OF CALIFORNIA'S LEADING HOSPITALS. IT IS ONE OF THE COUNTY'S LARGEST EMPLOYERS WITH APPROXIMATELY 5,000 EMPLOYEES AND MORE THAN 2,000 VOLUNTEERS. HOAG'S NETWORK OF MORE THAN 1,500 PHYSICIANS REPRESENTS 52 DIFFERENT SPECIALTIES. HOAG IS A DESIGNATED MAGNET HOSPITAL BY THE AMERICAN NURSES CREDENTIALING CENTER (ANCC) AND IS FULLY ACCREDITED BY DNV. HOAG OFFERS A VARIETY OF HEALTH CARE SERVICES TO TREAT VIRTUALLY ANY ROUTINE OR COMPLEX MEDICAL CONDITION. THROUGH ITS MEDICAL STAFF, STATE-OF-THE-ART EQUIPMENT AND MODERN FACILITIES, HOAG PROVIDES A FULL SPECTRUM OF HEALTH CARE SERVICES INCLUDING FIVE INSTITUTES THAT PROVIDE SPECIALIZED SERVICES IN THE FOLLOWING AREAS: CANCER, HEART AND VASCULAR, NEUROSCIENCES, WOMEN'S HEALTH, AND ORTHOPEDICS THROUGH HOAG'S AFFILIATE, HOAG ORTHOPEDIC INSTITUTE, WHICH CONSISTS OF AN ORTHOPEDIC HOSPITAL AND TWO AMBULATORY SURGICAL CENTERS. TO FURTHER HOAG'S COMMITMENT TO PROVIDE COMPREHENSIVE CARE TO THE COMMUNITIES WE SERVE, HOAG MEDICAL GROUP WAS ESTABLISHED IN 2012 WITH THE CORE VALUES OF EXCELLENCE, INNOVATION AND COMPASSION. THE PHYSICIAN GROUP COMPRISES SPECIALISTS AND SUBSPECIALISTS IN INTERNAL MEDICINE, FAMILY MEDICINE, PEDIATRICS, GERIATRICS, ENDOCRINOLOGY, GENETICS, RHEUMATOLOGY, DIABETES, ALLERGY & IMMUNOLOGY, HIV AND ADDICTION MEDICINE. IN 2013, HOAG ENTERED INTO AN ALLIANCE WITH ST. JOSEPH HEALTH TO FURTHER EXPAND HEALTH CARE SERVICES IN THE ORANGE COUNTY COMMUNITY, KNOWN AS ST. JOSEPH HOAG HEALTH. HOAG HAS BEEN NAMED ONE OF THE BEST REGIONAL HOSPITALS IN THE 2016-2017 U.S. NEWS & WORLD REPORT METRO EDITION AND BECKERS HOSPITAL REVIEW NAMED HOAG AS ONE OF THE 2016 "100 GREAT HOSPITALS IN AMERICA" - A DESIGNATION HOAG HAS RECEIVED FOUR TIMES. NATIONAL RESEARCH CORPORATION HAS ENDORSED HOAG AS ORANGE COUNTY'S MOST PREFERRED HOSPITAL FOR THE PAST 20 CONSECUTIVE YEARS, AND FOR AN UNPRECEDENTED 21 YEARS, RESIDENTS OF ORANGE COUNTY HAVE CHOSEN HOAG AS ONE OF THE COUNTY'S BEST HOSPITALS IN A NEWSPAPER SURVEY BY THE ORANGE COUNTY REGISTER. HISTORY HOAG OPENED IN 1952 AS A COMMUNITY PARTNERSHIP BETWEEN THE ASSOCIATION OF PRESBYTERIAN MEMBERS AND THE GEORGE HOAG FAMILY FOUNDATION, A PRIVATE CHARITABLE FOUNDATION. THE GEORGE HOAG FAMILY FOUNDATION AND THE ASSOCIATION OF PRESBYTERIAN MEMBERS REPRESENT THE TWO FOUNDING ORGANIZATIONS OF THE HOSPITAL AND CONTINUE TO PROVIDE LEADERSHIP AS CORPORATE MEMBERS OF THE HOAG CORPORATION. THESE MEMBERS ANNUALLY ELECT THE BOARD OF DIRECTORS, WHICH CONSISTS OF 16 MEMBERS WITH REPRESENTATIVES FROM THE HOAG COMMUNITY AND MEDICAL STAFF. AN ANNUAL MEETING AT THE END OF THE FISCAL YEAR PROVIDES THE CORPORATE MEMBERS THE OPPORTUNITY FOR THE ELECTION/RE-ELECTION OF DIRECTORS FOR THE ENSUING YEAR. SINCE ITS FOUNDING THE HOSPITAL HAS WELDED A STRONG COMMITMENT TO THE COMMUNITY THAT IT SERVES, INCLUDING THE PROVISION OF SERVICES FOR THOSE WHO CONSTITUTE A MORE VULNERABLE, AT-RISK POPULATION. SUCH CARE, FOR BOTH INPATIENTS AND OUTPATIENTS, IS OFTEN ONLY PARTIALLY COMPENSATED. WITH EXCELLENCE OF MANAGEMENT AND THE DILIGENT STEWARDSHIP OF FUNDS, HOAG HAS BEEN ABLE TO SUSTAIN ITS FINANCIAL STRENGTH. AS A RESULT, HOAG HAS BEEN ABLE TO MAINTAIN A CONTINUING COMMITMENT TO QUALITY OF CARE WHILE DEVELOPING AND EXPANDING COMMUNITY PROGRAMS AND PARTNERSHIPS. MOST OF THE FUNDS EXPENDED UPON HOAG'S COMMUNITY BENEFIT PROGRAM ARE FROM OPERATING INCOME. PROGRAM ACCOMPLISHMENTS MENTAL HEALTH CENTER THE MENTAL HEALTH CENTER WAS CREATED TO PROVIDE BILINGUAL BICULTURAL SERVICES TO PEOPLE WHO OTHERWISE COULD NOT OBTAIN MENTAL HEALTH SERVICES. THE MAJORITY OF THE CLIENTS ARE LOW-INCOME, UNINSURED AND HIGHLY VULNERABLE AND PRESENT WITH A MILD TO MODERATE LEVEL OF DISTRESS/SYMPTOMATOLOGY. THESE CLIENTS HAVE LIMITED HEALTH INSURANCE WITH NO MENTAL HEALTH/BEHAVIORAL HEALTH BENEFITS OR THEY HAVE BENEFITS BUT CANNOT AFFORD THE CO-PAYMENTS AND/OR DEDUCTIBLES. DURING FY 2016, THE PROGRAM EMPLOYED SEVEN FULL-TIME BILINGUAL MASTER'S PREPARED SOCIAL WORKERS, 6 OF THE STAFF ARE LICENSED. THESE SOCIAL WORKERS PROVIDED MENTAL HEALTH SERVICES TO 822 CLIENTS IN THE FORM OF PSYCHOTHERAPY, RESOURCE BROKERING, AND/OR CASE MANAGEMENT WAS PROVIDED TO 154 INDIVIDUALS. IN ADDITION, THE PROGRAM OFFERED PSYCHOTHERAPEUTIC AND PSYCHO EDUCATIONAL GROUPS TO 2,402 PARTICIPANTS. ALL SERVICES WERE OFFERED ON A VOLUNTARY BASIS. SERVICES WERE OFFERED ON A LOW-COST SLIDING SCALE. THE SLIDING SCALE STARTS AT ZERO (FREE SERVICES) AND INCREASES ACCORDING TO THE INDIVIDUAL'S SELF-REPORTED ANNUAL INCOME LEVEL. THE VAST MAJORITY OF PEOPLE WERE SEEN AT NO CHARGE OR AT A NOMINAL FEE PER SESSION. A REVIEW OF CLIENT DEMOGRAPHICS FOUND THAT THE MAJORITY OF THE CLIENTS SEEN THROUGH THE MENTAL HEALTH CENTER WERE FEMALE, HISPANIC, AND INDICATED A LANGUAGE OTHER THAN ENGLISH AS THEIR PRIMARY LANGUAGE. THE AVERAGE CLIENT AGE FOR OUR ADULT POPULATION WAS 38.9 YEARS OF AGE AND THE AVERAGE AGE OF THE MINOR POPULATION WAS 14.8 YEARS OF AGE. 59% PERCENT OF THE ADULT CLIENTS AND 45% OF MINOR CLIENTS REPORTED HAVING AN ANNUAL HOUSEHOLD INCOME BELOW $20,000. THE PROGRAM HAS PROVEN TO BE HIGHLY EFFICIENT AND EFFECTIVE. THE PROGRAM UTILIZED A CLINICAL ASSESSMENT TOOL (DASS) TO MEASURE LEVELS OF DEPRESSION, ANXIETY, AND STRESS IN CLIENTS. ACCORDING TO PRE AND POST TEST SCORES, CLIENTS WHO PARTICIPATED IN EITHER INDIVIDUAL OR GROUP PSYCHOTHERAPY SAW A STATISTICALLY SIGNIFICANT DECLINE IN DEPRESSION, ANXIETY, AND STRESS SCORES. THE PROGRAM ALSO IMPLEMENTED A SELF-ESTEEM ASSESSMENT TOOL (ROSENBERG) ON A PRE AND POST TEST BASIS. ACROSS THE BOARD FOR INDIVIDUAL AND GROUP PSYCHOTHERAPY, THERE WAS STATISTICALLY SIGNIFICANT IMPROVEMENT IN SELF-ESTEEM. IN FY 2016, THE MENTAL HEALTH CENTER PROVIDED A SUPERVISED CLINICAL INTERNSHIP TRAINING PROGRAM FOR 9 MSW (MASTER OF SOCIAL WORK) STUDENTS. THE CENTER COLLABORATES WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA, CALIFORNIA STATE UNIVERSITY AT FULLERTON AND CALIFORNIA STATE UNIVERSITY AT LONG BEACH. EACH INTERN WAS PROVIDED WITH WEEKLY ONE HOUR LONG SUPERVISION AND ONE AND A HALF HOUR LONG GROUP SUPERVISION FOR A TOTAL OF 311 DIRECT CLINICAL SUPERVISION HOURS PROVIDED TO THE GROUP. THE INTERNSHIP PROGRAM INCLUDES PROVIDING CONSULTATION, SUPPORT, AND EDUCATION TO PARAPROFESSIONALS AT PARTNER AGENCIES SUCH AS GIRLS INCORPORATED AND THE NEWPORT MESA UNIFIED SCHOOL DISTRICT. THIS SUPPORT INCLUDED TELEPHONE CONSULTATION, WORKSHOPS, AND IN-SERVICE EDUCATION. IN ADDITION TO SUPPORT FOR THE STAFF OF PARTNER AGENCIES, THE MENTAL HEALTH CENTER OFFERED SEVERAL DIFFERENT PSYCHOTHERAPEUTIC AND PSYCHO EDUCATIONAL GROUPS AND WORKSHOPS FOR THE PARTNER AGENCY CLIENTS. THESE EFFORTS ALLOWED OUR PARTNER AGENCIES TO OFFER MENTAL HEALTH SERVICES AT NO COST TO THEIR CLIENTELE AND ALL SERV
FORM 990, PART VI, LINE 2	FAMILY OR BUSINESS RELATIONSHIPS - BOARD MEMBERS DENNIS GILMORE AND VIRGINIA UEBERROTH HAVE A BUSINESS RELATIONSHIP. - BOARD CHAIR GARY MCKITTERICK, OFFICER ROBERT BRAITHWAITE AND OFFICER ANDREW GUARNI HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS THE MEMBERS OF THE CORPORATION CONSIST OF THE FOLLOWING: I. COVENANT HEALTH NETWORK INC. II. THE GEORGE HOAG FAMILY FOUNDATION ("GHF FOUNDATION") III. THE CONSTITUENT CHURCHES OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) (THE "APM"), AND IV. SUCH INDIVIDUAL MEMBERS AS MAY BE APPOINTED BY THE GHF FOUNDATION OR THE APM UP TO A MAXIMUM OF FORTY-EIGHT (48) INDIVIDUAL MEMBERS TO BE DIVIDED EQUALLY BETWEEN THE GHF FOUNDATION AND THE APM.
FORM 990, PART VI, LINE 7A	POWER TO ELECT OR APPOINT MEMBERS HOAG HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT DIRECTORS TO THE HOAG BOARD. ALL APPOINTMENTS THAT COME FROM THE HOAG BOARD AS NOMINATIONS MUST BE APPROVED BY AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY THE GHF FOUNDATION, THE APM, AND THE INDIVIDUAL MEMBERS, (IF ANY), AT SUCH ANNUAL MEETING OF THE MEMBERS, SUBJECT TO FINAL APPROVAL BY REQUESITE VOTE OF THE CHN BOARD OF DIRECTORS. IF SUCH ANNUAL MEETING IS NOT HELD OR DIRECTORS ARE NOT ELECTED THEREAT, THE DIRECTORS MAY BE ELECTED AT ANY SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE BY THE SAME VOTE AS IS REQUIRED AT ANY ANNUAL MEETING, BUT SUBJECT IN ALL INSTANCES TO FINAL APPROVAL BY THE REQUISITE VOTE OF THE CHN BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7B	DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE PRELIMINARY APPROVAL BY THE COVENANT HEALTH NETWORK, INC. BOARD AND FINAL APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF ADOPTION OR CHANGES TO STATEMENT OF COMMON VALUE, FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, AND SALE OR DISPOSITION OF REAL PROPERTY. A SUPERMAJORITY OF THE COVENANT HEALTH NETWORK, INC. BOARD IS REQUIRED TO APPROVE ANY MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF HOAG BOARD OF DIRECTORS, APPOINTMENT AND REMOVAL OF HOAG CEO, ADOPTION OR AMENDMENT OF BYLAWS AND ARTICLES. THE POWERS AND RESPONSIBILITIES OF THE MEMBERS OF THE CORPORATION INCLUDE, BUT ARE NOT LIMITED TO: (A) TO ASSURE THE BOARD OF DIRECTORS CARRIES OUT THE CORPORATION'S MISSION; (B) TO CONSIDER THE QUALIFICATIONS OF DIRECTORS TO BE ELECTED TO THE BOARD OF DIRECTORS; (C) TO APPROVE ANY AMENDMENT, MODIFICATION OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (D) TO APPROVE THE ELECTION, APPOINTMENT OR REMOVAL OF ANY DIRECTOR OF THE CORPORATION; AND (E) TO APPROVE ANY SALE, TRANSFER CONVEYANCE OR OTHER DISPOSITION OF ALL, SUBSTANTIALLY ALL OR A MATERIAL PORTION OF THE ASSETS OF THE CORPORATION, OR ANY MERGER, CONSOLIDATION, AFFILIATION OR DISSOLUTION OF THE CORPORATION.
FORM 990, PART VI, LINE 11B	PROCESS USED TO REVIEW THE FORM 990 THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF THE FORM 990 PRIOR TO ISSUANCE. MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION, PREPARES AND REVIEWS THE FORM 990. THE AUDIT AND COMPLIANCE COMMITTEE IS PROVIDED WITH A DRAFT FORM 990 AND IS PROVIDED AMPLE TIME TO READ THE DOCUMENT AND DEVELOP QUESTIONS. THE AUDIT AND COMPLIANCE COMMITTEE THEN CONVENES PRIOR TO THE ISSUANCE OF THE FORM 990 TO REVIEW AND DISCUSS THE DRAFT FORM 990 WITH MANAGEMENT AND EXTERNAL EXPERTS HIRED BY MANAGEMENT. AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEBSITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, LINE 12C	MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE REVIEWED BY THE CHAIR AND CEO AND MATTERS ARE DISCUSSED AT THE APPROPRIATE LEVEL AS APPLICABLE GIVEN THE SITUATION. INDIVIDUAL TRANSACTIONS THAT OCCUR BETWEEN THE ANNUAL QUESTIONNAIRES ARE REVIEWED BY THE CORPORATION'S LEGAL AND COMPLIANCE OFFICERS FOR POTENTIAL CONFLICTS OF INTEREST. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT SHALL REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTIONS OR ARRANGEMENT, OR BE EXCUSED FROM ANY MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED.
FORM 990, PART VI, LINE 15A	PROCESS FOR DETERMINING COMPENSATION: THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION DURING TAX YEAR ENDING 6-30-16. ST. JOSEPH HEALTH SYSTEM'S EXECUTIVE COMPENSATION PROGRAM DESIGN AND ADMINISTRATION IS GOVERNED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND TO APPROVE PROGRAM CHANGES AS NECESSARY TO ENSURE ALIGNMENT WITH THE STATED PHILOSOPHY AND ENSURE CONTINUED COMPLIANCE WITH FEDERAL AND STATE REGULATIONS ON BEHALF OF THE SJHS BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS RETENTION OF KEY MANAGEMENT TALENT. THE EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS.
FORM 990, PART VI, LINE 15B	PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION OF THE COO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 37 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2016. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958.
FORM 990, PART VI, LINE 19	PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC HOAG'S CODE OF CONDUCT IS POSTED ON ITS PUBLIC WEBSITE (HHTP://WWW.HOAG.ORG/DOCUMENTS/CODEOFCONDUCT0316_1.PDF). THE CODE OF CONDUCT PROVIDES READERS WITH AN UNDERSTANDABLE REVIEW OF THE CODE OF CONDUCT THAT MUST BE ADHERED TO BY ALL EMPLOYEES, DIRECTORS, AND VENDORS. THE CORPORATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO THE FORM 990.
FORM 990, PART XI, LINE 9	CHANGES IN NET ASSETS OR FUND BALANCE EQUITY TRANSFER TO HERITAGE (20,970,096) UBI LOSS FROM PARTNERSHIPS/LLC'S 2,898,352 EXCLUDED SERVICES PER SJH AFFILIATION 41,125 OTHER ( 119,453) ============= TOTAL (18,150,012)
FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED SVCS/CONSULTING FEES TOTAL FEES:59136008
FORM 990 PART IX LINE 11G	DESCRIPTION:HMO PURCHASED SERVICES TOTAL FEES:39621161
FORM 990 PART IX LINE 11G	DESCRIPTION:HOSPITAL BASED PHYSICIAN FEES TOTAL FEES:24277655

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NEWPORT HEALTHCARE CENTER LLC
ONE HOAG DRIVE PO BOX 6100	NEWPORT BEACH	CA	92663	331127904	MEDICAL BLDG	CA	$13,534,858	$162,359,854	HMHP
HOAG OUTPATIENT THERAPIES
ONE HOAG DRIVE PO BOX 6100	NEWPORT BEACH	CA	92663	471467227	OUTPAT THERAP	CA	$1,134,515	$3,065,046	HMHP
HOAG NEUROBEHAVIORAL HEALTH LLC
ONE HOAG DRIVE PO BOX 6100	NEWPORT BEACH	CA	92663	473282694	MEDICAL SVCS	CA	$1,860,057	$1,873,322	HMHP
COASTAL ASC HOLDINGS
ONE HOAG DRIVE	NEWPORT BEACH	CA	92663	951643327	HOLDING CMPY	CA	$0	$186,240	HMHP
IRVINE ENDOSCOPY PARTNERS LLC
ONE HOAG DRIVE	NEWPORT BEACH	CA	92663	812267690	MEDICAL SVCS	CA	$0	$0	HMHP
IRVINE SURGICAL PARTNERS LLC
ONE HOAG DRIVE	NEWPORT BEACH	CA	92663	812776218	MEDICAL SVCS	CA	$0	$0	HMHP

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 SUITE 100	IRVINE	CA	92612	461259908	HEALTHCARE	CA	501(C)(3)	11,III	SJHS	Yes (true)
COVENANT ACO
3615 19TH STREET	LUBBOCK	TX	79410	611573313	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes (true)
COVENANT HEALTH SYSTEM
3615 19TH STREET	LUBBOCK	TX	79410	752765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes (true)
COVENANT HEALTH SYSTEM FOUNDATION
3623 22ND PLACE	LUBBOCK	TX	79410	752897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
COVENANT MEDICAL GROUP
3420 22ND PLACE	LUBBOCK	TX	79410	752743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
COVENANT HEALTH PARTNERS
3615 19TH STREET	LUBBOCK	TX	79410	463516417	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes (true)
HMTS INC
1 HOAG DRIVE	NEWPORT BEACH	CA	92658	453583707	HEALTHCARE	CA	501(C)(3)	11,I	HMHP	Yes (true)
HOAG CHARITY SPORTS
330 PLACENTIA AVENUE	NEWPORT BEACH	CA	92663	452982422	SUPPORT	CA	501(C)(3)	7	HHF	Yes (true)
HOAG HOSPITAL FOUNDATION
1 HOAG ROAD BOX 6100	NEWPORT BEACH	CA	92663	953222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	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 DRIVE	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	ROHNERT PARK	CA	94928	680331084	HEALTHCARE	CA	501(C)(3)	9	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREET	EUREKA	CA	95501	941156596	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVE	ORANGE	CA	92868	951643359	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST JUDE HOSPITAL YORBA LINDA
200 WEST CENTER ST PROMENADE	ANAHEIM	CA	92805	330185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JUDE HOSPITAL INC
101 EAST VALENCIA MESA DRIVE	FULLERTON	CA	92635	951643324	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST MARY MEDICAL CENTER
18300 HIGHWAY 18	APPLE VALLEY	CA	92307	951914489	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST MARY OF THE PLAINS HOSPITAL FDN
4000 24TH STREET	LUBBOCK	TX	79410	751653181	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
TALLER SAN JOSE
801 NORTH BROADWAY	SANTA ANA	CA	92701	593816355	WORK DEVELOPM	CA	501(C)(3)	2	SSJO	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (17 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
COVENANT LONG-TERM CARE
SEE PART VII	LUBBOCK	TX	79410	205033419	HEALTHCARE	TX	NA	N/A
HERITAGE INVESTMENT GROUP
SEE PART VII	NEWPORT BEACH	CA	92658	611588294	INVESTMENTS	CA	NA	N/A
HOAG ORTHOPEDIC INSTITUTE
SEE PART VII	LUBBOCK	TX	79410	752177401	HEALTHCARE	CA	HMHP	RELATED	$19,394,444	$48,974,808	false	$0	Yes (true)	0.51000
LUBBOCK SURGERY CENTER LTD
SEE PART VII	LUBBOCK	TX	79410	752343261	HEALTHCARE	TX	NA	N/A
METHODIST DIAGNOSTIC IMAGING
SEE PART VII	NEWPORT BEACH	CA	92660	330191776	HEALTHCARE	TX	NA	N/A
MISSION AMBULATORY SURGICENTER
SEE PART VII	AUSTIN	TX	78750	752569094	HEALTHCARE	CA	NA	N/A
NEWPORT IMAGING CENTER
SEE PART VII	ORANGE	CA	928682012	454521884	HEALTHCARE	CA	HMHP	RELATED	-$1,859,982	$2,269,580	false	$0	Yes (true)	0.99877
SHA LLC
SEE PART VII	ORANGE	CA	928682012	330282945	INSURANCE	TX	NA	N/A
ST JOSEPH PHYSICIAN VENTURES
SEE PART VII	LA PALMA	CA	906231052	900745066	REAL ESTATE	CA	NA	N/A
ST JOSEPH HLTH SYS HOME CARE
SEE PART VII	ORANGE	CA	928682012	330307672	HOME HEALTH	CA	NA	N/A
ST JOSEPH HLTH SYS HOME HLTH
					HOME HEALTH	CA	NA	N/A
THE INNOVATION INSTITUTE
SEE PART VII	LA PALMA	CA	906231052	900745066	HEALTHCARE	DE	NA	N/A
NORTH BAY ENDOSCOPY CENTER
SEE PART VII	PETALUMA	CA	94954	611559876	HEALTHCARE	CA	NA	N/A
MISSION VIEJO PHYSICIAN PARTNERS I LLC
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
NEWPORT BAY SURGERY CENTER
					HEALTHCARE	CA	HMHP	RELATED	$183,721	$1,914,874	false		Yes (true)	0.20000
NEWPORT BEACH ENDOSCOPY CENTER
					HEALTHCARE	AL	HMHP	RELATED	$313,919	$240,205	false		Yes (true)	0.25627

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	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
AMERICAN UNITY GROUP LTD
90 PITTS BAY ROAD	PEMBROKE	BD	HM08	CAPTIVE INSURANCE	BD	NA	C-CORP
COASTAL MANAGEMENT SERVICES ORGANIZATION
				HEALTHCARE		HMHP	C-CORP	1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330676831	CA	$322,949	$834,087	1.00000	Yes (true)
DATU HEALTH INC
				IT SVCS		NA	C-CORP	16150 MAIN CIRCLE DR SUITE 250	CHESTERFIELD	MO	92658	463070062	DE
HOAG MANAGEMENT SERVICES INC
				HEALTHCARE		HMHP	C-CORP	1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330731587	CA	$34,459,023	$122,862,744	1.00000	Yes (true)
LUBBOCK METHODIST HOSP PRACTICE MGMT
				INACTIVE		NA	C-CORP	2107 OXFORD STREET STE 300	LUBBOCK	TX	90623	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	79410	330212905	CA
ST JOSEPH HEALTH
				HOLDING COMPANY		NA	C-CORP	3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92691	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	Yes (true)	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	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	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	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HOAG HOSPITAL FOUNDATION
a	$588,992	ACCRUAL
HOAG ORTHOPEDIC INSTITUTE
c	$18,173,345	ACCRUAL
HOAG HOSPITAL FOUNDATION
c	$14,014,820	ACCRUAL
HOAG HOSPITAL FOUNDATION
l	$90,000	ACCRUAL
COASTAL MANAGEMENT SERVICE ORGANIZATION
l	$100,443	ACCRUAL
NEWPORT IMAGING CENTER
l	$50,163	ACCRUAL
HOAG OUTPATIENT THERAPIES
l	$64,800	ACCRUAL
HOAG MANAGEMENT SERVICES INC
l	$791,064	ACCRUAL
HOAG HOSPITAL FOUNDATION
k	$24,733	ACCRUAL
COASTAL PHYSICIANS PURCHASING GROUP
m	$156,569	ACCRUAL
ST JOSEPH HEALTH SYSTEM FOUNDATION
B	$600,000	ACCRUAL

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART III	FormAndLineReferenceDesc
Explanation	IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET, STE 1000, ORANGE, CA 92868 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, SUITE 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, SUITE 100, ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, SUITE 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 NEWPORT BAY SURGERY CENTER, LLC EIN: 56-2518360 ADDRESS: 3333 W. PACIFIC COAST HWY, SUITE 100, NEWPORT BEACH, CA 92663 NEWPORT BEACH ENDOSCOPY CENTER EIN: 77-0368744 ADDRESS: 569 BROCKWOOD VILLAGE, SUITE 901, BIRMINGHAM, AL 35209	ExplanationTxt