2016-11-07T10:08:20-06:00 2015-12-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990 2015-01-01 941461843 JOHN MUIR HEALTH JOHN 9259393000 1400 TREAT BOULEVARD NO 300 WALNUT CREEK CA 94597 CHRISTIAN PASS CFO 9259393000 2016-11-07 1 JEFFREY D FRANK P00287234 4157834000 2015 2017-02-10 21:41:12Z CHRISTIAN PASS 1400 TREAT BOULEVARD NO 300 WALNUT CREEK CA 94597 1677153107 0 X WWW.JOHNMUIRHEALTH.COM X 1958 CA TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION. 15 13 5729 1600 675471 0 14225434 13595309 1173763906 1295194526 66692546 8796934 40041705 35157372 1294723591 1352744141 14527024 50308454 0 0 651733913 674604855 0 0 0 552300654 558643832 1218561591 1283557141 76162000 69187000 2511933000 2481905453 1096378000 1042932453 1415555000 1438973000 X THE MISSION OF JOHN MUIR HEALTH IS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION. JOHN MUIR HEALTH OFFERS THE COMMUNITY A NETWORK OF PRIMARY CARE AND SPECIALTY PHYSICIANS, TWO MEDICAL CENTER, INCLUDING THE COUNTY'S ONLY TRAUMA CENTER AND A BEHAVIORAL HEALTH CENTER. THE HEALTH SYSTEM ALSO OFFERS A FULL-RANGE OF MEDICAL SERVICES, INCLUDING PRIMARY CARE, OUTPATIENT AND IMAGING SERVICES, AND IS WIDELY RECOGNIZED AS A LEADER IN MANY SPECIALTIES - NEUROSCIENCES, ORTHOPEDIC, CANCER, CARDIOVASCULAR, TRAUMA, EMERGENCY, PEDIATRICS AND HIGH-RISK OBSTETRICS CARE. 0 0 474198499 493116646 HOSPITAL SERVICES - GENERAL MEDICINE AND SURGERYTHE CORE OF JOHN MUIR HEALTH'S SERVICE TO THE COMMUNITY IS IN ITS GENERAL MEDICINE AND SURGERY PROGRAM, WHICH PROVIDES COMPREHENSIVE CARE FROM EMERGENCY SERVICES TO HIGH LEVEL CRITICAL CARE TO DISCHARGE SUPPORT AND HOME HEALTH FOR PATIENTS WITH A VARIETY OF CONDITIONS. JOHN MUIR MEDICAL CENTER, WALNUT CREEK SERVES AS THE ONLY COUNTY-DESIGNATED TRAUMA CENTER FOR THE AREA, WORKING CLOSELY WITH LOCAL EMERGENCY SERVICES LEADERS. IN 2015 JMH ESTABLISHED THE TRAUMA FOLLOW-UP CLINIC, WHICH ALLOWS JMH TO ROUTINELY PROVIDE POST-ACUTE CARE TO A VERY COMPLEX PATIENT POPULATION WHO PREVIOUSLY ENCOUNTERED GREAT DIFFICULTY IN OBTAINING FOLLOW-UP CARE AND IN RE-INTEGRATING PRIMARY CARE. JMH HAD A RECORD BREAKING TRAUMA VOLUME GROWTH, SEEING 1,768 PATIENTS, A GROWTH OF 15% OVER THE PRIOR YEAR. NATIONAL RECOGNITIONS RECEIVED IN 2015 INCLUDE (1) RECOGNITION OF JOHN MUIR MEDICAL CENTER, WALNUT CREEK BY U.S. NEWS & WORLD REPORT FOR THE NINTH YEAR IN A ROW AS ONE OF "AMERICA'S BEST HOSPITALS" FOR GASTROENTEROLOGY & GI SURGERY, GYNECOLOGY AND ORTHOPEDICS, (2) RECOGNITION OF JOHN MUIR MEDICAL CENTER, CONCORD BY U.S. NEWS & WORLD REPORT AS ONE OF "AMERICA'S BEST HOSPITALS" FOR THE THIRD YEAR IN A ROW FOR DIABETES & ENDOCRINOLOGY, (3) RECOGNITION OF EIGHT SERVICES COMBINED AT THE WALNUT CREEK AND CONCORD HOSPITALS AS NATIONALLY RANKED OR HIGH PERFORMING BY U.S. NEWS & WORLD REPORT (4) U.S. NEWS & WORLD REPORT ALSO RANKED JOHN MUIR MEDICAL CENTER, WALNUT CREEK #2 AND JOHN MUIR MEDICAL CENTER, CONCORD #4 OUT OF ALL 45 HOSPITALS IN THE SAN FRANCISCO-OAKLAND AREA BASED ON PATIENT SURVIVAL, PATIENT SAFETY, AND CARE-RELATED FACTORS SUCH AS NURSING AND PATIENT SERVICES, AND REPUTATION. THE TWO HOSPITALS WERE ALSO RANKED #8 AND #14 IN CALIFORNIA OUT OF 440 HOSPITALS, (5) JOHN MUIR MEDICAL CENTER, WALNUT CREEK WAS NAMED ONE OF AMERICA'S 50 BEST HOSPITALS BY HEALTHGRADES, AND RECEIVED RECOGNITION FOR PATIENT SAFETY AND PATIENT EXPERIENCE EXCELLENCE, (6) JOHN MUIR MEDICAL CENTER, CONCORD WAS RANKED AS ONE OF AMERICA'S 100 GREAT COMMUNITY HOSPITALS BY BECKER'S HEALTHCARE REVIEW AND RECEIVED PATIENT SAFETY AND PATIENT EXPERIENCE EXCELLENCE AWARDS FROM HEALTHGRADE (7) JOHN MUIR MEDICAL CENTER, WALNUT CREEK WAS RANKED AMONG THE TOP FIVE PERCENT OF HOSPITAL NATIONALLY FOR QUALITY OF CARE BY HEALTHGRADES FOR THE FOURTH CONSECUTIVE YEAR, AND BOTH HOSPITALS RECEIVED FIVE-STAR RATINGS AND RANKINGS IN THE TOP 10% IN THE NATION FOR SEVERAL SERVICES,PROCEDURES AND TREATMENTS, (8) THE JOHN MUIR PHYSICIAN NETWORK RECEIVED ELITE STATUS FROM THE CALIFORNIA ASSOCIATION OF PHYSICIAN GROUPS FOR THE FIFTH CONSECUTIVE YEAR BASED UPON HOW WELL-EQUIPPED AND ORGANIZED THE NETWORK IS TO DELIVER A HIGH-QUALITY PATIENT EXPERIENCE, COORDINATE CARE AND PROVIDE FOR POPULATION HEALTH PROGRAMS, WHILE AT THE SAME TIME IMPROVING THE OVERALL AFFORDABILITY OF HEALTH CARE SERVICES.OUR PROGRAM EMPHASIS IN 2015 WAS ON CONTINUED OUTREACH TO UNINSURED, UNDERSERVED, AND VULNERABLE POPULATIONS IN OUR SERVICE AREA THROUGH COMMUNITY PARTNERSHIPS, SUCH AS DENTAL COLLABORATIVE OF CONTRA COSTA COUNTY, MOBILE HEALTH CLINIC, AND SUPPORT FOR OPERATION ACCESS, VIOLENCE PREVENTION, CONTRA COSTA CARES, AND ELEMENTARY SCHOOL-BASED NURSING. 135295497 154297795 CARDIOVASCULAR CARE IS THE SECOND LARGEST HOSPITAL-BASED SERVICE OF JOHN MUIR HEALTH. CARDIOVASCULAR ACHIEVEMENTS IN 2015 INCLUDE RECOGNITION FOR CARDIAC EXCELLENCE BY THE AMERICAN HEART ASSOCIATION INCLUDING ACTION-GWTG PLATINUM AWARD FOR HEART ATTACK CARE, GWTG GOLD PLUS AWARD FOR HEART FAILURE CARE, AND MISSION LIFELINE GOLD AND SILVER AWARDS FOR STEMI CARE. BOTH MEDICAL CENTERS HOLD THE HIGHEST LEVEL OF CHEST PAIN CENTER ACCREDITATION FROM THE SOCIETY OF CARDIOVASCULAR PATIENT CARE AND ARE DESIGNATED AS HIGH-RISK HEART ATTACK (STEMI) RECEIVING CENTERS BY THE CONTRA COSTA COUNTY DEPARTMENT OF EMERGENCY MEDICAL SERVICES. OUR CONCORD MEDICAL CENTER RECEIVED BLUE DISTINCTION CENTERS FOR CARDIAC CARE DESIGNATION FOR EXCELLENCE IN CARDIAC CARE. ACCESS TO NEW TECHNOLOGY AT THE CONCORD MEDICAL CENTER WAS IMPROVED BY INTRODUCING NEW PROCEDURES INCLUDING TRANSCATHETER MITRAL VALVE REPAIR (MITRACLIP), CARDIOMEMS PULMONARY ARTERY PRESSURE SENSOR FOR HEART FAILURE PATIENTS, AND CONVERGENT HYBRID ATRIAL FIBRILLATION ABLATION FOR CHRONIC ATRIAL FIBRILLATION. 110526655 173211303 WOMEN'S AND CHILDREN'S IS THE THIRD LARGEST PROGRAM WITHIN JOHN MUIR HEALTH. ACHIEVEMENTS IN 2015 INCLUDED, (1) ONBOARDING OF PEDIATRIC SUBSPECIALTIES IN ENDOCRINOLOGY, OTOLARYNGOLOGY, ANESTHESIOLOGY, RADIOLOGY, PEDIATRIC SURGERY, INFECTIOUS DISEASE, HEMATOLOGY/ONCOLOGY, DERMATOLOGY, NEUROSURGERY, PEDIATRIC INTENSIVIST, PEDIACTRIC HOSPITALIST AND PICU MEDICAL DIRECTOR, (2) OPENED PEDIATRIC INTENSIVE CARE UNIT AND SUBMITTED DATA TO THE VIRTUAL PICU SYSTEM DATABASE, (3) EXPANDED PEDIATRIC SIMULATION PROGRAM TO INCLUDE PEDIATRIC UNIT, PICU, NICU, EMERGENCY DEPARTMENT, MEDICAL IMAGING, (4) PROVIDED CONTINUING EDUCATION SEMINARS FOR COMMUNITY PHYSICIANS QUARTERLY, (5) DEVELOPED PEDIATRIC CODE BLUE TEAM, (6) PEDIATRIC AND PICU RN'S TRAINED AND ACHIEVED APHON CERTIFICATION AND ALSO TRAINED IN DIABETIC CARE AND EDUCATION. 384619318 50308454 502782028 JOHN MUIR HEALTH NEUROSCIENCES OFFERS THE MOST ADVANCED TECHNIQUES AND TECHNOLOGY TO DIAGNOSE AND TREAT NEUROLOGICAL DISORDERS OF THE BRAIN AND SPINE. THE COMPREHENSIVE PROGRAMS AVAILABLE AT JOHN MUIR HEALTH INCLUDE TREATMENT FOR CEREBROVASCULAR DISEASES (E.G. STROKE, ANEURYSMS), BRAIN AND SPINAL CORD TUMORS, DEMENTIA (E.G. ALZHEIMER'S), SPINE DISEASES, AND NEUROLOGICAL DISORDERS. NEUROSCIENCES IS COMPRISED OF HEALTHCARE PROFESSIONALS AND MEDICAL STAFF SPECIALIZING IN NEUROLOGY, NEUROSURGERY, NEUROCRITICAL CARE, NEURORADIOLOGY, NEUROPSYCHOLOGY AND REHABILITATION TO CARE FOR THE DISEASES OF THE BRAIN AND SPINE. IN 2015, THE AMERICAN HEART ASSOCIATION AND THE AMERICAN STROKE ASSOCIATION RECOGNIZED JMH AS A GET WITH THE GUIDELINE STROKE PLUS ACHIEVEMENT AWARD HOSPITAL, ACHIEVING 85% OR HIGHER ADHERENCE TO ALL INDICATORS FOR TWO OR MORE CONSECUTIVE 12 MONTH INTERVALS AND AT LEAST 12 CONSECUTIVE MONTHS OF 75% OR HIGHER COMPLIANCE WITH 5 OR MORE GET WITH THE GUIDELINES-STROKE QUALITY MEASURES TO IMPROVE QUALITY OF PATIENT CARE AND OUTCOMES. JOHN MUIR HEALTH WAS ALSO AWARDED THE TARGET STROKE HONOR ROLL AND ELITE PLUS RANKING FOR THE ABILITY TO ADMINISTER TPA TO ELIGIBLE PATIENTS WITHIN 60 MINUTES OF ARRIVAL AT LEAST 75% OF THE TIME AND WITHIN 45 MINUTES AT LEAST 50% OF THE TIME. THESE AWARDS ARE BASED ON 12 MONTHS OF DATA. JOHN MUIR HEALTH IS A JOINT COMMISSION CERTIFIED PRIMARY STROKE CENTER AND HAD A TOTAL OF 741 HOSPITAL DISCHARGES WITH THE PRINCIPAL DIAGNOSIS OF ISCHEMIC STROKE, HEMORRHAGIC STROKE AND TRANSIENT ISCHEMIC ATTACK. JMH NEUROSCIENCES PARTICIPATION IN CLINICAL RESEARCH INCLUDE IRB APPROVAL FOR PARTICIPATION IN DEFUSE3 CLINICAL RESEARCH: ENDOVASCULAR THERAPY FOLLOWING IMAGING EVALUATION FOR ISCHEMIC STROKE 3. DEFUSE 3 IS FUNDED BY THE NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE (NINDS), ONE OF THE NATIONAL INSTITUTES OF HEALTH (NIH), UNDER A COOPERATIVE AGREEMENT (UO1). JMH WALNUT CREEK IS ONE OF THE OVER 40 PARTICIPATING MEDICAL CENTERS IN THE US PARTICIPATING. THE TRIAL IS LED BY STANFORD UNIVERSITY AND CARRIED OUT BY THE NIH STROKE NET. JOHN MUIR HEALTH PROVIDES THE ONLY INPATIENT REHABILITATION UNIT IN CONTRA COSTA COUNTY AND IN 2014 RECEIVED A 3-YEAR ACCREDITATION FROM THE COMMISSION ON ACCREDITATION FOR REHABILITATION FACILITIES (CARE) FOR COMPREHENSIVE REHABILITATION, STROKE SPECIALTY AND BRAIN INJURY SPECIALTY WHICH ASSURES THE PUBLIC OF JMH'S COMMITMENT TO CONITNUALLY ENHANCE THE QUALITY OF SERVICES AND PROGRAMS WITH A FOCUS ON THE SATISFACTION OF THE PERSONS SERVED. IN OCTOBER OF 2015, JMH OPENED A 7,000 SQUARE FOOT REHABILITATION CENTER, ADDING TECHNOLOGY AND ROBOTICS TO PROVIDE STATE-OF-THE-ART TRAINING FOR OUR REHABILITATION PATIENT POPULATION. 384619318 50308454 502782028 1104639969 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 0 0 1 0 0 1 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 706 0 1 5729 1 1 1 0 0 0 0 1 1 0 0 0 0 X 15 13 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X X CHRISTIAN PASS 9259393000 1400 TREAT BLVD WALNUT CREEK CA 94597 DAVID BIRDSALL MD DIRECTOR 5.00 10.00 X 18750 0 0 DEBORAH L KERLIN MD DIRECTOR 5.00 10.00 X 68670 0 0 BIMAL PATEL MD DIRECTOR 5.00 10.00 X 11250 0 0 MARK MUSCO MD DIRECTOR 5.00 10.00 X 15000 0 0 TAEJOON AHN MD DIRECTOR 5.00 10.00 X 25000 0 0 RAVI HUNDAL MD DIRECTOR 5.00 10.00 X 0 0 0 KATHLEEN ODNE DIRECTOR 5.00 10.00 X 25570 0 0 DAVID L GOLDSMITH DIRECTOR 5.00 10.00 X 0 0 0 MARILYN M GARDNER DIRECTOR 5.00 10.00 X 31250 0 0 ROBERT E EDMONDSON DIRECTOR 5.00 10.00 X 31250 0 0 WILLIAM F CRONK SECRETARY 5.00 10.00 X X 0 0 0 PHIL J BATCHELOR TREASURER 5.00 10.00 X X 0 0 0 MIKE ROBINSON VICE CHAIRMAN 5.00 10.00 X X 31250 0 0 THOMAS RUNDALL CHAIRMAN 5.00 10.00 X X 0 0 0 CALVIN KNIGHT CEO/DIRECTOR/PRESIDENT 60.00 15.00 X X 1791584 0 759474 CHRISTIAN PASS CFO 60.00 15.00 X 540191 0 210317 MAX REYNOLDS SR VP AND GENERAL COUNSEL 60.00 0.00 X 526225 0 203417 NANCY OLSON CGO/ASST SEC 60.00 0.00 X 637146 0 206585 IRVING PIKE MD CMO/SR VP 60.00 0.00 X 765615 0 236276 MICHAEL MOODY SR VP PARTNERSHIP INTEGRATION 60.00 0.00 X 794626 0 324568 JANE WILLEMSEN CAO (WALNUT CREEK CAMPUS) 60.00 0.00 X 863394 0 328159 MICHAEL THOMAS CAO (CONCORD CAMPUS) 48.00 12.00 X 776380 0 300670 DONNA BRACKLEY CHIEF NURSING OFFICER 60.00 0.00 X 462744 0 159238 MICHAEL MONALDO VP FACILITIES DEV & CORP REAL 60.00 0.00 X 475795 0 163219 LISA FOUST SR VP HUMAN RESOURCES 60.00 0.00 X 567237 0 184577 JON RUSSELL SR VP AND CIO 60.00 0.00 X 595899 0 181919 GEORGE SAUTER CHIEF STRATEGY OFFICER 60.00 0.00 X 631244 0 213921 9686070 0 3472340 2416 0 1 0 CROSS COUNTRY STAFFING LA LOCKBOX FILE 50941 LOS ANGELES CA 900740941 STAFFING SERVICES 12097358 MEDICAL ANESTHESIA CONSULTANTS MEDICAL PO BOX 512107 LOS ANGELES CA 900510107 MEDICAL SERVICES 6113165 HEALTHCARE SECURITY SERVICES OF CA PO BOX 17033 DENVER CO 80217 SECURITY SERVICES 6056074 AFIMAC US INC 15830 FOLTZ INDUSTRIAL PARKWAY CLEVELAND OH 44149 STAFFING SERVICES 5498213 NURSEFINDERS PO BOX 910738 DALLAS TX 753910738 STAFFING SERVICES 4968801 153 64800 13530509 13595309 PATIENT REVENUE 900099 1005094008 1005094008 MEDICARE REVENUE 900099 285656840 285656840 PREMIUM REVENUE 900099 4443678 4443678 1295194526 11121868 11121868 7228215 1055635 6172580 6172580 6172580 320966000 323290934 -2324934 -2324934 -2324934 158472 64800 62397 96075 96075 OTHER OPERATING REV. 900099 28888717 28213246 675471 28888717 1352744141 1323407772 675471 15065589 50268454 50268454 40000 40000 9380150 8293053 1087097 526151587 465176116 60975471 20241813 16938424 3303389 93997141 85199371 8797770 24834164 21189717 3644447 3103073 1549548 1553525 647542 323771 323771 712515 285006 427509 16845808 11082729 5763079 1701855 1121663 580192 20345659 18593260 1752399 74167860 62804855 11363005 6945608 3705192 3240416 SUPPLIES 140229246 137948563 2280683 PURCHASES SERVICES 99610380 88398570 11211810 PROFESSIONAL FEES 59211788 57712991 1498797 BAD DEBT EXPENSE 44899915 44899915 90222583 29108771 61113812 1283557141 1104639969 178917172 0 47808127 89573024 227954604 200311994 75000 25000 7373104 7065624 20638519 18082812 1621491969 709657302 933679114 911834667 976541916 1038209591 126658820 127821000 5430575 4758084 165773221 84223657 2511933000 2481905453 187150423 147686646 615565266 589090356 293662311 306155451 1096378000 1042932453 X 1413743000 1437650000 1812000 1323000 1415555000 1438973000 2511933000 2481905453 X 69187000 -23175000 -22594000 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 4174 0 1 708341 712515 0 PART II-B, LINE 1: JOHN MUIR HEALTH CONTRIBUTED $58,897 TO CALIFORNIA HOSPITALS COMMITTEE ON ISSUES (CHCI) SPONSORED BY CALIFORNIA ASSOCIATIONOF HOSPITAL AND HEALTH SYSTEM (CAHHS) IN 2015 TO SUPPORT LOBBYING EFFORTS AND $604,444 TO CALIFORNIA HOSPITAL ASSOCIATION IN SUPPORT OF THE SEIU-UHW OPPOSITION CAMPAIGN. JOHN MUIR HEALTH EXECUTIVES AND STAFF ALSO COMMENT ON PROPOSED LEGISLATION OF FEDERAL, STATE AND LOCAL GOVERNMENTAL BODIES THAT AFFECT THE HEALTH CARE INDUSTRY IN CONTRA COSTA COUNTY. JOHN MUIR HEALTH ALSO RETAINS AN OUTSIDE FIRM TO ASSIST ITS EXECUTIVES TO TRACK, ANALYZE AND PROVIDE COMMENTS ON PROPOSED LEGISLATION OF STATE GOVERNMENT BODIES THAT AFFECT THE HEALTH CARE INDUSTRY. 20078896 11033372 -691000 5831000 24590268 16987785 8119089 590899 5618877 20078896 16353302 4208174 1183086 4756777 16987785 17002903 2037125 859349 3546075 16353302 37397465 4810336 10029 25214927 17002903 0.32640 0.67360 0 1 1 34416748 34416748 888265513 306006379 582259134 6195755 3657814 2537941 473566191 399993109 73573082 219047762 219047762 911834667 SAN RAMON REGIONAL MEDICAL CENTER LLC AND OTHER HEALTH RELATED ENTITIES 120660136 F NETWORK JOINT VENTURE 7160864 F 127821000 WORKERS COMPENSATION 59473489 POST RETIREMENT COMP BENEFITS 56395411 PENSION LIABILITY 99638340 PAYABLE TO AFFILIATES 1917873 PAYROLL TAX PAYABLE 34744065 OTHER LIABILITIES 9765510 ASSET RETIREMENT OBLIGATION 15397161 PROFESSIONAL LIABILITY 6581000 DEFERRED REVENUE 22242602 306155451 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND (TEMPORARY AND PERMANENT) HELD BY THE JOHN MUIR HEALTH FOUNDATION ARE USED FOR RESTRICTED PURPOSES AS DIRECTED BY THE DONOR UPON RECEIPTS OF THEIR DONATION. INCOME EARNED FROM PERMANENT ENDOWMENT FUNDS WITHOUT RESTRICTIONS AS TO PURPOSE IS USED TO SUPPORT PATIENT CARE PROGRAMS AND SERVICES OF JOHN MUIR HEALTH. TERM ENDOWMENTS AND INCOME EARNED FROM OTHER PERMANENT ENDOWMENTS ARE RESTRICTED BY THE DONOR FOR USE IN PROGRAMS INCLUDING NURSING EDUCATION, CARDIAC CARE EQUIPMENT, RADIATION ONCOLOGY, WOMEN'S HEALTH CENTER EDUCATION, AND THE JOHN MUIR HEALTH BUILDING PROGRAM. CENTRAL AMERICA & THE CARIBBEAN 0 0 INVESTMENTS 105408038 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 10350572 0 0 0 0 0 0 115758610 0 115758610 1 0 1 1 1 0 GOLF TOURNAMENT 223272 64800 158472 56160 6237 223272 64800 158472 56160 6237 62397 96075 1 1 1 1 1 X 1 X 400.000000000000 1 X 1 1 1 0 1 1 8906602 8906602 0.00720 77935365 77935365 0.06290 86841967 86841967 0.07010 8301780 1425796 6875984 0.00560 9271750 4635875 4635875 0.00370 980026 980026 0.00080 3040846 1520423 1520423 0.00120 5636528 2962436 2674092 0.00220 27230930 10544530 16686400 0.01350 114072897 10544530 103528367 0.08360 8303 8303 0.00000 12126 12126 0.00000 15988 15988 0.00000 647191 647191 0.00050 683608 683608 0.00050 0 44899915 285656840 483279016 -197622176 X 1 1 1 ASPEN SURGERY CENTER LLC OPERATES A MULTISPECIALTY AMBULATORY SURGERY CENTER 0.28680 0.01000 0.46390 2 BRENTWOOD SURGERY CENTER OPERATES A MULTISPECIALTY AMBULATORY SURGERY CENTER 0.33440 0.00000 0.37500 3 MUIR DIABLO OCCUPATIONAL MEDICINE OUTPATIENT OCCUPATIONAL HEALTH CLINICS 0.50000 0.00000 0.50000 2 1 JOHN MUIR MEDICAL CENTER WALNUT CREEK 1601 YGNACIO VALLEY ROAD WALNUT CREEK CA 94598 WWW.JOHNMUIRHEALTH.COM 140000265 X X X A 2 JOHN MUIR MEDICAL CENTER CONCORD 2540 EAST STREET CONCORD CA 94520 WWW.JOHNMUIRHEALTH.COM 140000128 X X X A FACILITY REPORTING GROUP - A 0 0 1 X X X X X X X X 13 1 1 0 1 X WWW.JOHNMUIRHEALTH.COM X 1 13 1 WWW.JOHNMUIRHEALTH.COM 0 0 1 X 400.000000000000 350.000000000000 X X X X X X 1 1 X X X X 1 X WWW.JOHNMUIRHEALTH.COM X WWW.JOHNMUIRHEALTH.COM X WWW.JOHNMUIRHEALTH.COM X X X X X 1 X 0 X 1 X 0 0 PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: JOHN MUIR MEDICAL CENTER WALNUT CREEK, - FACILITY 2: JOHN MUIR MEDICAL CENTER CONCORD GROUP A-FACILITY 1 -- JOHN MUIR MEDICAL CENTER WALNUT CREEK PART V, SECTION B, LINE 5: JOHN MUIR HEALTH (JMH) COLLECTED COMMUNITY INPUT IN TWO FORMS. NO GEOGRAPHIC AREAS OR GROUPS WERE PURPOSELY DISREGARDED IN THE ANALYSIS. FIRST, THE FINDINGS REGARDING COMMUNITY HEALTH CONCERNS WERE GATHERED FROM THE SECONDARY DATA AND DISCUSSED WITH GROUPS OF PEOPLE FROM UNDERSERVED, MINORITY AND LOW-INCOME POPULATIONS. SEVEN COMMUNITY CONVERSATIONS WERE CONDUCTED IN THE JMH SERVICE AREA:- VILLAGE RESOURCE CENTER, BRENTWOOD (OCTOBER 1, 2012 IN SPANISH): 14 PARTICIPANTS AGED 23-65 REPRESENTING THE FOLLOWING POPULATIONS: LATINO, LOW-INCOME, AND LIVING WITH CHRONIC ILLNESSES- LOAVES AND FISHES, MARTINEZ (OCTOBER 3, 2012): 23 PARTICIPANTS AGED 29-65 REPRESENTING THE FOLLOWING POPULATIONS: HOMELESS, LOW-INCOME, LIVING WITH CHRONIC CONDITIONS- CAMBRIDGE SCHOOL, CONCORD (OCTOBER 5, 2012 IN SPANISH): 12 PARTICIPANTS AGED 30-49 REPRESENTING THE FOLLOWING POPULATIONS: LATINO, LOW-INCOME, PARENTS- MONUMENT CRISIS CENTER, CONCORD (OCTOBER 5, 2012 IN SPANISH): 12 PARTICIPANTS REPRESENTING THE FOLLOWING POPULATIONS: LOW INCOME AND LIVING WITH CHRONIC CONDITIONS- MIND, BODY AND SOUL, PITTSBURG (OCTOBER 8, 2012): 26 PARTICIPANTS AGED 18-60 REPRESENTING THE FOLLOWING POPULATIONS: LOW-INCOME AND AFRICAN AMERICAN- PROMOTORES, LOCATION VARIES (OCTOBER 9, 2012): 14 PARTICIPANTS AGED 23-79 REPRESENTING THE FOLLOWING POPULATIONS: LATINO AND LIVING WITH CHRONIC CONDITIONS- SOLOMON TEMPLE CHURCH, PITTSBURG (OCTOBER 10, 2012): 18 PARTICIPANTS AGED 30-72 REPRESENTING THE FOLLOWING POPULATIONS: AFRICAN AMERICAN AND LIVING WITH CHRONIC CONDITIONSTHE RESULTS OF THESE COMMUNITY CONVERSATIONS WERE CONSIDERED ALONG WITH THE SECONDARY DATA, AND A SET OF COMMUNITY HEALTH NEEDS WERE IDENTIFIED. THE DEFINED LIST OF COMMUNITY HEALTH NEEDS WAS SHARED AND DISCUSSED WITH A LARGE MEETING OF PUBLIC HEALTH AND SOCIAL SERVICE AGENCY LEADERS WHO WERE ASKED TO DETERMINE RELATIVE PRIORITY AMONG THE NEEDS USING ESTABLISHED CRITERIA (PERSONS INCLUDED BELOW).- ALEXIS ADORADOR, FAMILIAS UNIDAS- ALVARO FUENTES, COMMUNITY CLINIC CONSORTIUM- AUDREY TORMEY, YOUTH HOMES- BARBARA HUNT, ST. VINCENT DE PAUL OF CONTRA COSTA COUNTY- BENJAMIN AUNE, OPERATION ACCESS- CHRISTY KAPLAN, JOHN MUIR HEALTH- CYNTHIA BELON, CONTRA COSTA HEALTH SERVICES - BEHAVIORAL HEALTH SERVICES ADMINISTRATION- GENNIFER MOUNTAIN, MEALS ON WHEELS AND SENIOR OUTREACH SERVICE- HELENE GLASSER, ROTACARE PITTSBURG FREE MEDICAL CLINIC AT ST. VINCENT DE PAUL- JOANNE GENET, PUBLIC AND ENVIRONMENTAL HEALTH ADVISORY BOARD- KATE GOHEEN, MD, CONTRA COSTA HEALTH SERVICES - CONCORD HEALTH CENTER- LUZ GOMEZ, OFFICE OF SUPERVISOR JOHN GIOIA- MARIANA MOORE, HUMAN SERVICES ALLIANCE OF CONTRA COSTA- NICOLE RAMOS, JOHN MUIR HEALTH- REBECCA ROZEN, HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CA- ROBIN POPPINO-KUNTZ, PLANNED PARENTHOOD SHASTA PACIFIC- ROSA MARIA STEINBERG, PUBLIC AND ENVIRONMENTAL HEALTH ADVISORY BOARD- SANDRA WASHINGTON, JOHN MUIR HEALTH- VIC MONTOYA, CONTRA COSTA HEALTH SERVICES - MENTAL HEALTH/OLDER ADULT PROGRAM- VIOLA LUJAN, LA CLINICA DE LA RAZA- WILLIAM WALKER, MD, CONTRA COSTA HEALTH SERVICES GROUP A-FACILITY 1 -- JOHN MUIR MEDICAL CENTER WALNUT CREEK PART V, SECTION B, LINE 6A: ALL JOHN MUIR HEALTH ENTITIES (JOHN MUIR MEDICAL CENTER, WALNUT CREEK, JOHN MUIR MEDICAL CENTER, CONCORD AND JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER) COLLABORATED WITH KAISER FOUNDATION HOSPITAL WALNUT CREEK AND KAISER FOUNDATION HOSPITAL ANTIOCH ON THE COMMUNITY HEALTH NEEDS ASSESSMENT. GROUP A-FACILITY 1 -- JOHN MUIR MEDICAL CENTER WALNUT CREEK PART V, SECTION B, LINE 11: HOW JOHN MUIR HEALTH IS ADDRESSING IDENTIFIED COMMUNITY HEALTH NEEDS (APPLIES TO ALL FACILITIES): THE JMH COMMUNITY HEALTH NEEDS ADVISORY COMMITTEE SELECTED THREE OF THE TEN IDENTIFIED COMMUNITY HEALTH NEEDS TO FOCUS ON USING SELECTION CRITERIA, INCLUDING ORGANIZATIONAL EXPERTISE AND RESOURCES. THE HEALTH NEED FOCUS AREAS INCLUDE: (1) PRIMARY CARE SERVICES AND INFORMATION, INCLUDING ADEQUATE SPANISH CAPACITY, (2) SPECIALTY CARE, AND (3) AFFORDABLE, LOCAL MENTAL HEALTH SERVICES. JMH IS ADDRESSING THESE HEALTH NEEDS THROUGH SEVERAL COLLABORATIVE PARTNERSHIP PROGRAMS AND INVESTMENTS TARGETED AT VULNERABLE RESIDENTS IN THE JMH SERVICE AREAS. EXAMPLES INCLUDE A FREE MOBILE HEALTH CLINIC, SPECIALTY CARE SERVICES PROVIDED TO UNINSURED RESIDENTS THROUGH A COMMUNITY CLINIC PARTNERSHIP, AND INVESTMENT IN A MENTAL HEALTH COMMUNITY-BASED ORGANIZATION. A FULL LIST OF ACTIVITIES CAN BE FOUND IN OUR COMMUNITY HEALTH IMPROVEMENT PLAN AT WWW.JOHNMUIRHEALTH.COM UNDER COMMUNITY COMMITMENT. JMH WILL NOT ADDRESS THE FOLLOWING HEALTH NEEDS IDENTIFIED IN THE CHNA AS A PART OF THIS COMMUNITY HEALTH IMPROVEMENT PLAN DUE TO THE NEED TO ALLOCATE SIGNIFICANT, FOCUSED RESOURCES TO THE THREE PRIORITY HEALTH NEEDS IDENTIFIED ABOVE. INCREASE EXERCISE AND ACTIVITY (#1) & HEALTHY EATING (#2)JMH BELIEVES THESE HEALTH NEEDS ARE IMPORTANT, HOWEVER WE ARE NOT EQUIPPED AT THIS TIME TO ADDRESS EXERCISE AND HEALTHY EATING ON A LARGE SCALE IN THE COMMUNITY. ADDITIONALLY, MANY OTHER ORGANIZATIONS HAVE BEEN ENGAGED IN ACTIVITIES IN THESE AREAS. WHILE NOT A PRIORITY FOCUS FOR JMH, WE WILL CONTINUE TO PROVIDE SUPPORT OF COLLABORATIONS THAT PROVIDE PRIMARY PREVENTION AND INFORMATION TO THE MOST VULNERABLE COMMUNITIES IN THE AREA. ECONOMIC SECURITY (#4)ADDRESSING ECONOMIC SECURITY IS A LARGE SCOPE INITIATIVE THAT JMH CANNOT ADDRESS ALONE, DUE TO LIMITED INFRASTRUCTURE AND RESOURCES. OTHER ORGANIZATIONS ARE CURRENTLY WORKING TO ENHANCE THE SAFETY NET IN CONTRA COSTA COUNTY BY ADDRESSING ECONOMIC SECURITY. JMH WILL CONTINUE TO BE A PART OF THE DIALOGUE ON THIS IMPORTANT ISSUE BUT WILL NOT CONTRIBUTE RESOURCES GIVEN ITS CONTRIBUTIONS IN OTHER AREAS.ASTHMA PREVENTION AND MANAGEMENT (#5) & PERI-NATAL CARE (#8)ASTHMA PREVENTION AND MANAGEMENT AND PERI-NATAL CARE WERE NOT SPECIFICALLY SELECTED AS PRIORITY FOCUS AREAS BECAUSE OF THE MAGNITUDE OF RESOURCES NEEDED FOR OUR SELECTED NEEDS. HOWEVER, JMH WILL SUPPORT ACCESS TO HEALTH CARE, INCLUDING OUR CLINICAL EXPERTISE THAT WILL CONTRIBUTE TO IMPROVING NEGATIVE HEALTH OUTCOMES ASSOCIATED WITH ASTHMA AND PERI-NATAL CARE.AFFORDABLE, LOCAL SUBSTANCE ABUSE TREATMENT SERVICES (#9) & PARENTING SKILLS AND SUPPORT (#10)AFFORDABLE, LOCAL SUBSTANCE ABUSE TREATMENT SERVICES AND PARENTING SKILLS AND SUPPORT WERE NOT SELECTED AS PRIORITY FOCUS AREAS BECAUSE OF RESOURCE CONSTRAINTS AND THE PRIORITY RANKING. HOWEVER, JMH BELIEVES THE SELECTED HEALTH NEEDS WILL ALSO ADDRESS SUBSTANCE ABUSE ISSUES, AND PARENTING NEEDS BY FOCUSING ON MENTAL HEALTH INTERVENTIONS. GROUP A-FACILITY 1 -- JOHN MUIR MEDICAL CENTER WALNUT CREEK PART V, SECTION B, LINE 13B: SEE NARRATIVES IN PART VI UNDER PART I, LINE 3C AND PART I, LINE 4. GROUP A-FACILITY 1 -- JOHN MUIR MEDICAL CENTER WALNUT CREEK PART V, SECTION B, LINE 22D: IF IT IS DETERMINED THAT A PATIENT IS ELIGIBLE FOR JOHN MUIR HEALTH'S FINANCIAL ASSISTANCE PLAN, ANY BILLS PREVIOUSLY SENT TO THAT PATIENT ARE RECALCULATED TO $0. GROUP A-FACILITY 2 -- JOHN MUIR MEDICAL CENTER CONCORD PART V, SECTION B, LINE 5: JOHN MUIR HEALTH (JMH) COLLECTED COMMUNITY INPUT IN TWO FORMS. NO GEOGRAPHIC AREAS OR GROUPS WERE PURPOSELY DISREGARDED IN THE ANALYSIS. FIRST, THE FINDINGS REGARDING COMMUNITY HEALTH CONCERNS WERE GATHERED FROM THE SECONDARY DATA AND DISCUSSED WITH GROUPS OF PEOPLE FROM UNDERSERVED, MINORITY AND LOW-INCOME POPULATIONS. SEVEN COMMUNITY CONVERSATIONS WERE CONDUCTED IN THE JMH SERVICE AREA:- VILLAGE RESOURCE CENTER, BRENTWOOD (OCTOBER 1, 2012 IN SPANISH): 14 PARTICIPANTS AGED 23-65 REPRESENTING THE FOLLOWING POPULATIONS: LATINO, LOW-INCOME, AND LIVING WITH CHRONIC ILLNESSES- LOAVES AND FISHES, MARTINEZ (OCTOBER 3, 2012): 23 PARTICIPANTS AGED 29-65 REPRESENTING THE FOLLOWING POPULATIONS: HOMELESS, LOW-INCOME, LIVING WITH CHRONIC CONDITIONS- CAMBRIDGE SCHOOL, CONCORD (OCTOBER 5, 2012 IN SPANISH): 12 PARTICIPANTS AGED 30-49 REPRESENTING THE FOLLOWING POPULATIONS: LATINO, LOW-INCOME, PARENTS- MONUMENT CRISIS CENTER, CONCORD (OCTOBER 5, 2012 IN SPANISH): 12 PARTICIPANTS REPRESENTING THE FOLLOWING POPULATIONS: LOW INCOME AND LIVING WITH CHRONIC CONDITIONS- MIND, BODY AND SOUL, PITTSBURG (OCTOBER 8, 2012): 26 PARTICIPANTS AGED 18-60 REPRESENTING THE FOLLOWING POPULATIONS: LOW-INCOME AND AFRICAN AMERICAN- PROMOTORES, LOCATION VARIES (OCTOBER 9, 2012): 14 PARTICIPANTS AGED 23-79 REPRESENTING THE FOLLOWING POPULATIONS: LATINO AND LIVING WITH CHRONIC CONDITIONS- SOLOMON TEMPLE CHURCH, PITTSBURG (OCTOBER 10, 2012): 18 PARTICIPANTS AGED 30-72 REPRESENTING THE FOLLOWING POPULATIONS: AFRICAN AMERICAN AND LIVING WITH CHRONIC CONDITIONSTHE RESULTS OF THESE COMMUNITY CONVERSATIONS WERE CONSIDERED ALONG WITH THE SECONDARY DATA, AND A SET OF COMMUNITY HEALTH NEEDS WERE IDENTIFIED. THE DEFINED LIST OF COMMUNITY HEALTH NEEDS WAS SHARED AND DISCUSSED WITH A LARGE MEETING OF PUBLIC HEALTH AND SOCIAL SERVICE AGENCY LEADERS WHO WERE ASKED TO DETERMINE RELATIVE PRIORITY AMONG THE NEEDS USING ESTABLISHED CRITERIA (PERSONS INCLUDED BELOW).- ALEXIS ADORADOR, FAMILIAS UNIDAS- ALVARO FUENTES, COMMUNITY CLINIC CONSORTIUM- AUDREY TORMEY, YOUTH HOMES- BARBARA HUNT, ST. VINCENT DE PAUL OF CONTRA COSTA COUNTY- BENJAMIN AUNE, OPERATION ACCESS- CHRISTY KAPLAN, JOHN MUIR HEALTH- CYNTHIA BELON, CONTRA COSTA HEALTH SERVICES - BEHAVIORAL HEALTH SERVICES ADMINISTRATION- GENNIFER MOUNTAIN, MEALS ON WHEELS AND SENIOR OUTREACH SERVICE- HELENE GLASSER, ROTACARE PITTSBURG FREE MEDICAL CLINIC AT ST. VINCENT DE PAUL- JOANNE GENET, PUBLIC AND ENVIRONMENTAL HEALTH ADVISORY BOARD- KATE GOHEEN, MD, CONTRA COSTA HEALTH SERVICES - CONCORD HEALTH CENTER- LUZ GOMEZ, OFFICE OF SUPERVISOR JOHN GIOIA- MARIANA MOORE, HUMAN SERVICES ALLIANCE OF CONTRA COSTA- NICOLE RAMOS, JOHN MUIR HEALTH- REBECCA ROZEN, HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CA- ROBIN POPPINO-KUNTZ, PLANNED PARENTHOOD SHASTA PACIFIC- ROSA MARIA STEINBERG, PUBLIC AND ENVIRONMENTAL HEALTH ADVISORY BOARD- SANDRA WASHINGTON, JOHN MUIR HEALTH- VIC MONTOYA, CONTRA COSTA HEALTH SERVICES - MENTAL HEALTH/OLDER ADULT PROGRAM- VIOLA LUJAN, LA CLINICA DE LA RAZA- WILLIAM WALKER, MD, CONTRA COSTA HEALTH SERVICES GROUP A-FACILITY 2 -- JOHN MUIR MEDICAL CENTER CONCORD PART V, SECTION B, LINE 6A: ALL JOHN MUIR HEALTH ENTITIES (JOHN MUIR MEDICAL CENTER, WALNUT CREEK, JOHN MUIR MEDICAL CENTER, CONCORD AND JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER) COLLABORATED WITH KAISER FOUNDATION HOSPITAL WALNUT CREEK AND KAISER FOUNDATION HOSPITAL ANTIOCH ON THE COMMUNITY HEALTH NEEDS ASSESSMENT. GROUP A-FACILITY 2 -- JOHN MUIR MEDICAL CENTER CONCORD PART V, SECTION B, LINE 11: HOW JOHN MUIR HEALTH IS ADDRESSING IDENTIFIED COMMUNITY HEALTH NEEDS (APPLIES TO ALL FACILITIES): THE JMH COMMUNITY HEALTH NEEDS ADVISORY COMMITTEE SELECTED THREE OF THE TEN IDENTIFIED COMMUNITY HEALTH NEEDS TO FOCUS ON USING SELECTION CRITERIA, INCLUDING ORGANIZATIONAL EXPERTISE AND RESOURCES. THE HEALTH NEED FOCUS AREAS INCLUDE: (1) PRIMARY CARE SERVICES AND INFORMATION, INCLUDING ADEQUATE SPANISH CAPACITY, (2) SPECIALTY CARE, AND (3) AFFORDABLE, LOCAL MENTAL HEALTH SERVICES. JMH IS ADDRESSING THESE HEALTH NEEDS THROUGH SEVERAL COLLABORATIVE PARTNERSHIP PROGRAMS AND INVESTMENTS TARGETED AT VULNERABLE RESIDENTS IN THE JMH SERVICE AREAS. EXAMPLES INCLUDE A FREE MOBILE HEALTH CLINIC, SPECIALTY CARE SERVICES PROVIDED TO UNINSURED RESIDENTS THROUGH A COMMUNITY CLINIC PARTNERSHIP, AND INVESTMENT IN A MENTAL HEALTH COMMUNITY-BASED ORGANIZATION. A FULL LIST OF ACTIVITIES CAN BE FOUND IN OUR COMMUNITY HEALTH IMPROVEMENT PLAN AT WWW.JOHNMUIRHEALTH.COM UNDER COMMUNITY COMMITMENT. JMH WILL NOT ADDRESS THE FOLLOWING HEALTH NEEDS IDENTIFIED IN THE CHNA AS A PART OF THIS COMMUNITY HEALTH IMPROVEMENT PLAN DUE TO THE NEED TO ALLOCATE SIGNIFICANT, FOCUSED RESOURCES TO THE THREE PRIORITY HEALTH NEEDS IDENTIFIED ABOVE. INCREASE EXERCISE AND ACTIVITY (#1) & HEALTHY EATING (#2)JMH BELIEVES THESE HEALTH NEEDS ARE IMPORTANT, HOWEVER WE ARE NOT EQUIPPED AT THIS TIME TO ADDRESS EXERCISE AND HEALTHY EATING ON A LARGE SCALE IN THE COMMUNITY. ADDITIONALLY, MANY OTHER ORGANIZATIONS HAVE BEEN ENGAGED IN ACTIVITIES IN THESE AREAS. WHILE NOT A PRIORITY FOCUS FOR JMH, WE WILL CONTINUE TO PROVIDE SUPPORT OF COLLABORATIONS THAT PROVIDE PRIMARY PREVENTION AND INFORMATION TO THE MOST VULNERABLE COMMUNITIES IN THE AREA. ECONOMIC SECURITY (#4)ADDRESSING ECONOMIC SECURITY IS A LARGE SCOPE INITIATIVE THAT JMH CANNOT ADDRESS ALONE, DUE TO LIMITED INFRASTRUCTURE AND RESOURCES. OTHER ORGANIZATIONS ARE CURRENTLY WORKING TO ENHANCE THE SAFETY NET IN CONTRA COSTA COUNTY BY ADDRESSING ECONOMIC SECURITY. JMH WILL CONTINUE TO BE A PART OF THE DIALOGUE ON THIS IMPORTANT ISSUE BUT WILL NOT CONTRIBUTE RESOURCES GIVEN ITS CONTRIBUTIONS IN OTHER AREAS.ASTHMA PREVENTION AND MANAGEMENT (#5) & PERI-NATAL CARE (#8)ASTHMA PREVENTION AND MANAGEMENT AND PERI-NATAL CARE WERE NOT SPECIFICALLY SELECTED AS PRIORITY FOCUS AREAS BECAUSE OF THE MAGNITUDE OF RESOURCES NEEDED FOR OUR SELECTED NEEDS. HOWEVER, JMH WILL SUPPORT ACCESS TO HEALTH CARE, INCLUDING OUR CLINICAL EXPERTISE THAT WILL CONTRIBUTE TO IMPROVING NEGATIVE HEALTH OUTCOMES ASSOCIATED WITH ASTHMA AND PERI-NATAL CARE.AFFORDABLE, LOCAL SUBSTANCE ABUSE TREATMENT SERVICES (#9) & PARENTING SKILLS AND SUPPORT (#10)AFFORDABLE, LOCAL SUBSTANCE ABUSE TREATMENT SERVICES AND PARENTING SKILLS AND SUPPORT WERE NOT SELECTED AS PRIORITY FOCUS AREAS BECAUSE OF RESOURCE CONSTRAINTS AND THE PRIORITY RANKING. HOWEVER, JMH BELIEVES THE SELECTED HEALTH NEEDS WILL ALSO ADDRESS SUBSTANCE ABUSE ISSUES, AND PARENTING NEEDS BY FOCUSING ON MENTAL HEALTH INTERVENTIONS. GROUP A-FACILITY 2 -- JOHN MUIR MEDICAL CENTER CONCORD PART V, SECTION B, LINE 13B: SEE NARRATIVES IN PART VI UNDER PART I, LINE 3C AND PART I, LINE 4. GROUP A-FACILITY 2 -- JOHN MUIR MEDICAL CENTER CONCORD PART V, SECTION B, LINE 22D: IF IT IS DETERMINED THAT A PATIENT IS ELIGIBLE FOR JOHN MUIR HEALTH'S FINANCIAL ASSISTANCE PLAN, ANY BILLS PREVIOUSLY SENT TO THAT PATIENT ARE RECALCULATED TO $0. PART I, LINE 3C: THE MAJORITY OF CHARITY CARE IS GIVEN BASED EITHER IN THE FEDERAL POVERTY GUIDELINES ("FPG") AS CALCULATED FROM DOCUMENTATION AND STATEMENTS MADE ON THE INTERNAL JOHN MUIR HEALTH CHARITY CARE APPLICATION, OR ON THE FPG AS ESTIMATED BY A CONTRACTED THIRD PARTY. THE THIRD PARTY HAD DEVELOPED AN ALGORITHM BASED ON ESTIMATED HOUSEHOLD INCOME, WHICH IS THEN TRANSLATED INTO FPG FOR THE HOUSEHOLD. JOHN MUIR HEALTH HAS NO INPUT INTO THE CRITERIA USED FOR THE ALGORITHM, WHICH IS THE SAME CALCULATION USED BY THE CONTRACTED THIRD PARTY FOR ALL OF THEIR CLIENTS NATIONWIDE.OTHER CRITERIA USED IS BASED ON THE PATIENT'S ELIGIBILTY FOR LOW-INCOME PROGRAMS THAT HAVE THE SAME OR MORE STRICT (LOWER) INCOME CRITERIA AS THE JOHN MUIR HEALTH CHARITY CARE PROGRAM. THIS INCLUDES PATIENTS WHO ARE QUALIFIED WITH SIX MONTHS OF THE DATE OF SERVICE FOR THE CALIFORNIA MEDICAID (MEDI-CAL) PROGRAM, OR FOR THE COUNTY'S MEDICALLY INDIGENT PROGRAM.IN ADDITION TO FORMAL QUALIFICATION IN A RECOGNIZED PROGRAM SERVING THE LOW-INCOME AND INDIGENT POPULATION, CHARITY CARE IS ALSO EXTENDED TO PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS AND WHO HAVE BEEN DOCUMENTED IN THE MEDICAL RECORDS AS BEING HOMELESS, OR HAVE A LACK OF HOUSING. CHARITY CARE IS ALSO APPLIED TO OUTSTANDING BALANCE FOR EMERGENCY SERVICES RENDERED TO DOCUMENTD MINOR AND ELDERLY VICTIMS OF ABUSE, BASED ON COMPASSSION AS JOHN MUIR HEALTH HAS NO KNOWLEDGE OF THE CURRENT HOME ENVIRONMENT OF THESE PATIENTS. WE ALSO HAVE A PARTNERSHIP WITH A COMMUNITY PROGRAM, OPERATION ACCESS, WHICH SERVES THE LOW-INCOME INDIVIDUALS ON OUR COUNTY, TO PROVIDE FREE CARE ON A REFERRED, CASE-BY-CASE BASIS. OPERATION ACCESS HAS ALREADY PERFORMED THE SCREENING OF THEIR REFERRED PATIENTS FOR INCOME ELIGIBILITY.JMH CONTINUED A PARTNERSHIP WITH LA CLINICA DE LA RAZA TO PROVIDE SPECIALTY CARE FOR UNINSURED AND LOW INCOME PATIENTS. LA CLINICA DE LA RAZA HAS ALREADY PERFORMED SCREENING OF THIER REFERRED PATIENTS FOR INCOME ELIGIBILITY.PART I, LINE 4: DOES THE ORGANIZATION'S POLICY PROVIDE FREE OR DISCOUNTED CARE TO THE "MEDICALLY INDIGENT."WE PROVIDE HEALTH CARE TO THE MOST VULNERABLE INDIVIDUALS OF OUR COMMUNITY REGARDLESS OF THEIR ABILITY TO PAY THROUGH OUR MEDICAL CENTERS IN WALNUT CREEK AND CONCORD. THIS INCLUDES THE CRITICAL EMERGENCY AND TRAUMA SERVICES AT OUR MEDICAL CENTER CAMPUSES.JOHN MUIR HEALTH HAS A NUMBER OF PROGRAMS TO HELP OUR PATIENTS WITH THEIR MEDICAL BILLS FOR SERVICES THEY RECEIVE AT ONE OF OUR MEDICAL CENTERS. THESE PROGRAMS INCLUDE A PATIENT ASSISTANCE PROGRAM TO ABSORB PART, OR ALL, OF THE BILL BASED ON INCOME AND OTHER PROGRAM GUIDELINES, ASSISTANCE ENROLLING IN A NUMBER OF INSURANCE PROGRAMS, AND EXTENDED PAYMENT PLANS.JOHN MUIR HEALTH MAY ALSO ASSIGN ACCOUNTS TO PRESUMPTIVE CHARITY, WITHOUT A PATIENT ASSISTANCE APPLICATION SUBMITTED BY THE PATIENT, BASED ON PREDETERMINED CRITERIA COLLECTED FROM APPROVED SOURCES. THIS CRITERIA INCLUDES:THE PATIENT HAVING DOCUMENTED IN HIS/HER MEDICAL RECORD AS BEING HOMELESS OR VERIFICATION RECEIVED THROUGH THE MEDICAL CENTER OR A FAMILY MEMBER THAT THE PATIENT IS CURRENTLY INCARCERATED.ORTHE PATIENT QUALIFIES FOR A GOVERNMENT PROGRAM WITH ELIGIBILITY REQUIREMENTS THAT REASONABLY MEET THE QUALIFICATIONS FOR THE JOHN MUIR HEALTH CHARITY CARE PROGRAM WITHIN SIX (6) MONTHS OF THE DATE THE PATIENT RECEIVED SERVICES AT THE MEDICAL CENTER.ORAFTER NORMAL COLLECTION EFFORTS HAVE NOT PRODUCED ANY PAYMENT, AND JOHN MUIR HEALTH HAS IDENTIFIED WITH REASONABLE EFFORT AND ASSURANCE THAT THE PATIENT'S ESTIMATED INCOME IS AT 250 PERCENT OR LESS OF THE FPL (FEDERAL POVERTY LEVEL). PART I, LINE 7: JOHN MUIR HEALTH HAS ADPOTED THE GUIDELINES DEVELOPED BY THE CATHOLIC HEALTHCARE ASSOCIATION AND VHA INC. FOR REPORTING THE ECONOMIC VALUE OF ITS COMMUNITY BENEFITS CONTRIBUTIONS. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 44,899,915. PART II, COMMUNITY BUILDING ACTIVITIES: JOHN MUIR HEALTH'S COMMUNITY BUILDING PROGRAMS AND ACTIVITIES ADDRESS SOCIOECONOMIC BARRIERS TO OPTIMAL PHYSICAL AND MENTAL HEALTH SUCH AS JOBS, EDUCATION, POVERTY, LANGUAGE, CULTURE, RACE, ETHNICITY, TRANSPORTATION, ETC. MANY OF OUR COMMUNITY BUILDING ACTIVITIES ALSO MEET THE DEFINITION OF COMMUNITY BENEFIT. FOR EXAMPLE, OUR SUPPORT OF THE PHILIP DORN RESPITE SHELTER FOR THR HOMELESS ADDRESSES THE MEDICAL NEEDS OF ITS PATIENTS WHILE ALSO PROVIDING SUPPORT SERVICES TO ADDRESS THE ROOT CAUSES OF HOMELESSNESS. ADDITIONALLY, IN 2015 WE PROVIDED SUPPORT TO ORGANIZATIONS WHOSE MISSION IS TO ADDRESS UNDERLYING CAUSES OF HEALTH PROBLEMS THROUGH EVENT SPONSORING. LASTLY, JOHN MUIR HEALTH WORKS WITH A WIDE RANGE OF ORGANIZATIONS TO SUPPORT GREATER EXPOSURE OF YOUTH TO HEALTH CAREERS THROUGH A SPEAKERS' BUREAU, HEALTH CAREER FAIRS, WORKSHOPS, PRESENTATIONS AND HANDS ON LEARNING OPPORTUNITIES IN THE FOLLOWING AREAS:1. REGISTERED NURSING2. MEDICAL ASSISTANTS3. MEDICAL IMAGING TECHNOLOGY4. SONOGRAPHERS5. LAB PROFESSIONS, E.G. CLINICAL LAB SCIENTISTS, MEDICAL LAB TECHS6. PHARMACISTS AND PHARMACY TECHS7. RESPIRATORY THERAPISTS8. PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTPARTNERS:1. 23 AREA HIGH SCHOOLS AND HEALTH ACADEMIES2. CONTRA COSTA ECONOMIC PARTNERSHIP (CCEP), HELP TO REACH UNDERSERVED STUDENTS3. SAMUEL MERRITT COLLEGE4. CONTRA COSTA COLLEGES (DIABLO VALLEY AND LOS MEDANOS COLLEGE)5. EAST COUNTY BUSINESS AND EDUCATION ALLIANCE6. CALIFORNIA STATE UNIVERSITY, EAST BAY7. JEWISH VOCATIONAL SERVICES8. EAST BAY LEADERSHIP COUNCIL PART III, LINE 4: INCLUDES PART III, LINES 2-4:THE ORGANIZATION DOES NOT ISSUE SEPARATE, INDEPENDENT AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION IS INCLUDED IN CONSOLIDATED, INDEPENDENT AUDITED FINANCIAL STATEMENTS THAT DO NOT INCLUDE A DESCRIPTION OF BAD DEBT EXPENSE. BAD DEBT IS DETERMINED USING THE COST-TO-CHARGE METHODOLOGY. THE ORGANIZATION DOES NOT INCLUDE BAD DEBT IN COMMUNITY BENEFIT. PART III, LINE 8: THE ORGANIZATION DOES NOT TREAT MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE COST TO CHARGE RATIOS USED TO COMPUTE THE MEDICARE SHORTFALLS ARE FROM THE 2015 MEDICARE COST REPORT FILED WITH CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS). PART III, LINE 9B: OTHER THAN SENDING STATEMENTS AND NOTIFICATIONS TO THE PATIENT, JOHN MUIR HEALTH DOES NOT CONDUCT PATIENT-OWED COLLECTION INTERNALLY. THESE TYPES OF FUNCTIONS ARE OUTSOURCED TO AN OUTSIDE AGENCY. THE COLLECTION POLICY IS IN THE FORM OF, AND INCORPORATED INTO, THE CONTRACT AGREEMENT WITH THE OUTSIDE AGENCY AS A FULL ADDENDEUM TO THE CONTRACT, WITH A SEPARATE SIGNATURE LINE FOR JOHN MUIR HEALTH AND THE AGENCY AS PART OF THE ADDENDUM. IN ADDITION TO THE CUSTOMIZED JOHN MUIR COLLECTION GUIDELINES, THE ADDENDUM ALSO CONTAINS THE COLLECTION CRITERIA AND REQUIREMENTS FOUND IN CALIFORNIA LAW UNDER ASSEMBLY BILL 774. PART VI, LINE 2: THE 2013 HEALTH NEEDS ASSESSMENT INCLUDES A COMPREHENSIVE NEEDS ASSESSMENT OF THE COMMUNITY SERVED, WHICH HAS BEEN USED TO DEVELOP OUR ANNUAL AND TRIENNIAL COMMUNITY BENEFIT PLANS. FOR MORE INFORMATION, THE CHNA REPORT AND IMPLEMENTATION STARTEGY (A.K.A. COMMUNITY HEALTH IMPROVEMENT PLAN) CAN BE FOUND HERE: HTTP:\WWW.JOHNMUIRHEALTH.COMABOUT-JOHN-MUIR-HEALTHCOMMUNITY-COMMITMENT.HTMLIN ADDITION TO THE CHNA, JMH IS CONTINUALLY ASSESSING THE NEEDS OF THE COMMUNITY IN A VARIETY OF WAYS. FIRST, JMH KEPT ABREAST OF CURRENT HEALTH ISSUES OF IMPORTANCE TO THE COMMUNITY BY ACTIVE PARTICIPATION AND COMMUNICATION WITH A VARIETY OF COMMUNITY GROUPS INCLUDING BUT NOT LIMITED TO EAST CONTRA COSTA ACCESS CARE TEAM, CONTRA COSTA CARES, HEALTHY AND LIVABLE PITTSBURG, AFRICAN AMERICAN HEALTH COLLABORATIVE, BAY POINT PARTNERSHIP, AND FAMILIES CAN. SECOND, JOHN MUIR HEALTH CONTINUALLY ANALYZES ITS EMERGENCY AND TRAUMA ROOM DATA TO DETERMINE COMMUNITY NEEDS. FOR EXAMPLE, THE JOHN MUIR MEDICAL CENTER, WLANUT CREEK BEYOND VIOLENCE PROGRAM WHICH PROVIDES SUPPORT FOR VICTIMS OF VIOLENCE TO REDUCE RECIDIVISM AND RETALIATION, WAS DEVELOPED IN THIS WAY. LASTLY, COMMUNITY ORGANIZATIONS ALSO SEEK OUT JMH AS A PARTNER. PART VI, LINE 3: JOHN MUIR HEALTH HAS SIGNAGE POSTED IN PATIENT ACCESS AREA/LOBBIES INFORMING PATIENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE FOR THEIR HEALTH CARE BILLS AND ELIGIBILITY, SERVICES TO AID THE PATIENT IN QUALIFYING FOR AN APPROPRIATE ASSISTANCE PROGRAM IN THE EMERGENCY DEPARTMENT.ALL PATIENTS RECEIVE A "PATIENT ASSISTANCE" BROCHURE, WHICH IDENTIFIES VARIOUS FINANCIAL ASSISTANCE PROGRAMS AVAILABLE TO THE PATIENT, INCLUDING THE JOHN MUIR HEALTH CHARITY CARE PROGRAM AS WELL AS PROGRAMS THROUGH GOVERNMENT AGENCIES (STATE, COUNTY,ETC). THE BROCHURE ALSO LISTS CONTACT INFORMATION FOR THESE PROGRAMS. PATIENTS IN THE EMERGENCY DEPARMENT TALK TO A TRAINED FINANCIAL COUNSELOR, AND, IF APPROPRIATE, ARE ALSO ASKED TO SIGN A FORM ACKNOWLEDGING RECEIPT OF THE PATIENT ASSISTANCE MATERIALS, OR DECLINING TO ACCEPT THE MATERIAL. TRAINED FINANCIAL COUNSELORS ARE ALSO AVAILABLE FOR PATIENTS WHO ARE NOT PRESENT FOR SERVICES THROUGH THE EMERGENCY DEPARTMENT. THE APPLICATION FORM AND A COPY OF THE POLICY FOR THE JOHN MUIR HEALTH CHARITY CARE PROGRAM IS ALSO AVAILABLE IN THE EMERGENCY DEPARTMENT AS WELL AS THE MAJOR PATIENT ACCESS AREAS AND THE BUSINESS OFFICE.NOTIFICATION THAT PROGRAMS, INCLUDING CHARITY CARE, ARE AVAILABLE IS ALSO PRINTED ON PATIENT BILLING STATEMENTS, ACCOMPANIED BY THE ABILITY FOR A PATIENT REQUEST THE VARIOUS PROGRAM MATERIALS BE SENT TO HIS/HER HOME. CONTACT INFORMATION IS ALSO LISTED ON THE PATIENT STATEMENT. INFORMATION ON THE HEALTH SYSTEM'S CHARITY CARE PROGRAM IS POSTED ON THE JOHN MUIR HEALTH INTERNET WEBSITE AS WELL.PATIENTS ADMITTED TO THE HOSPITAL, AND WHO HAVE NO THIRD PARTY INSURANCE LISTED, ARE INTERVIEWED BY TRAINED FINANCIAL COUNSELORS DURING THEIR HOSPITAL STAY TO INFORM THEM OF THE VARIOUS PROGRAMS WHICH ARE AVAILABLE, AND DETERMINE IF THE PATIENT WOULD LIKE ASSISTANCE TO OBTAIN ELIGIBILITY FOR THE STATE MEDICAID (MEDI-CAL) PROGRAM, STATE DISABILITY, CHARITY CARE OR OTHER AVAILABLE PROGRAM IN THE COUNTY. THIS ELIGIBILITY ASSISTANCE, WHICH INCLUDES HELP IN FILLING OUT THE APPLICATION, GATHERING REQUIRED DOCUMENTS, AND TRANSPORTATION TO ELIGIBILTY APPOINTMENTS, IF NECESSARY, IS OFFERED AT NO CHARGE TO THE PATIENT. IN ADDITION, PATIENT ACCOUNTING REPRESENTATIVES MAY ALSO CONTACT PATIENTS AFTER DISCHARGE TO ASK ABOUT PAYMENT ARRANGEMENTS AND TO INFORM THEM OF THE CHARITY CARE PROGRAM IF THE PATIENT NEEDS ASSISTANCE IN PAYING FOR THE MEDICAL BILLS. PART VI, LINE 4: JOHN MUIR HEALTH'S PRIMARY AND SECONDARY SERVICE AREAS EXTENDS FROM SOUTHERN SOLANO COUNTY INTO EASTERN CONTRA COSTA COUNTY AND SOUTH TO SAN RAMON IN SOUTHERN CONTRA COSTA COUNTY. THE COMMUNITIES THAT COMPRISE THE PRIMARY SERVICE AREA INCLUDE CONCORD, WALNUT CREEK, PLEASANT HILL, MARTINEZ, LAFAYETTE, DANVILLE, ALAMO, ORINDA, MORAGA AND CLAYTON. THE COMMUNITIES THAT COMPRISE THE SECONDARY SERVICE AREA INCLUDE BRENTWOOD, OAKLEY, DISCOVERY BAY, BYRON, KNIGHTSEN, BETHEL ISLAND, BENECIA, PITTSBURG, BAY POINT, ANTIOCH AND SAN RAMON. JOHN MUIR HEALTH'S TRAUMA CENTER SERVES ALL OF CONTRA COSTA, AS WELL AS SOUTHERN SOLANO COUNTY IS THE BACKUP TRAUMA CENTER FOR ALAMEDA COUNTY.THE PRIMARY FOCUS OF OUR COMMUNITY BENEFIT PROGRAMS IS ON THE NEEDS OF VULNERABLE POPULATIONS. WE DEFINE VULNERABLE AS THOSE WITH EVIDENCED-BASED DISPARITIES IN HEALTH OUTCOMES, SIGNIFICANT BARRIERS TO CARE AND THE ECONOMICALLY DISADVANTAGED. THESE CRITERIA RESULT IN A PRIMARY COMMUNITY BENEFIT SERVICE AREA THAT INCLUDES THE COMMUNITIES OF THE MONUMENT AREA IN CONCORD AND THE EASTERN CONTRA COSTA COUNTY CITIES OF BAY POINT, PITTSBURG, ANTIOCH, OAKLEY, BRENTWOOD AND FARTHER EAST PARTS OF UNINCORPORATED CONTRA COSTA COUNTY.THE JOHN MUIR HEALTH SERVICE AREA HAS THE FOLLOWING DEMOGRAPHIC PROFILE: - POPULATION: 850,361 - WHITE: 66.8% - BLACK: 6.5% - ASIAN: 13.6% - NATIVE AMERICAN/ALASKAN NATIVE: <0.05% - PACIFIC ISLANDER/NATIVE HAWAIIAN: <0.05% - SOME OTHER RACE: 6.3% - MULTIPLE RACES: 5.8% - HISPANIC/LATINO: 21.9% - LIVING AT/BELOW 200%FPL: 21.9% - CHILDREN LIVING AT/BELOW 100% FPL: 12.0% - UNEMPLOYED: 5.3% - UNINSURED: 9.5% - NO HIGH SCHOOL DIPLOMA: 8.7% - UNDER AGE 18: 24% - 65 YEARS OF AGE OR OLDER: 14% PART VI, LINE 5: JOHN MUIR HEALTH IS A NOT-FOR-PROFIT, COMMUNITY-BASED ORGANIZATION THAT IS GOVERNED BY THOSE WHO LIVE IN THE COMMUNITIES WE SERVE. COMMUNITY RESIDENTS ARE ACTIVELY INVOLVED IN OUR VARIOUS BOARDS AND BOARD COMMUNITIES. OUR FOCUS REMAINS FIRMLY ON IMPROVING THE HEALTH OF THE PEOPLE OF CONTRA COSTA COUNTY AND SURROUNDING COMMUNITIES. AS A NOT-FOR-PROFIT ORGANIZATION, THERE ARE NO SHAREHOLDERS WHO BENEFIT FROM OUR FINANCIAL SURPLUSES. INSTEAD, WE REINVEST ANY SURPLUSES INTO THE COMMUNITY WITH NEW PROGRAM IMPLEMENTATION, ADVANCED TECHNOLOGY, COMMUNITY SERVICES AND BUILDING PROJECTS. JMH ALSO CONTRIBUTES SIGNIFICANTLY TO THE ECONOMIC VITALITY OF CONTRA COSTA COUNTY BY EMPLOYING OVER 6,000 EMPLOYEES IN 2015.JOHN MUIR MEDICAL CENTER, WALNUT CREEK ALSO SERVES AS CONTRA COSTA COUNTY'S ONLY TRAUMA CENTER, WHICH REPRESENTS AN ENORMOUS FINANCIAL AND SERVICE COMMITMENT TO THE ENTIRE REGION, OUR TWO HOSPITAL EMERGENCY DEPARTMENTS SERVE ALL RESIDENTS REGARDLESS OF THEIR ABILITY TO PAY.JMH IS RECOGNIZED AS A PREEMINENT PROVIDER OF REGIONAL CARDIOVASCULAR, ORTHOPEDICS, NEUROSCIENCES, CANCER, EMERGENCY, TRAUMA AND OBSTETRIC CARE. OTHER AREAS OF SPECIALTY INCLUDE GENERAL SURGERY, PEDIATRICS, ADVANCED ENDOSCOPIC AND ROBOTIC SURGERY AND WEIGHT-LOSS SURGERY. IN ADDITION, JMH IS THE ONLY PROVIDER OF SEVERAL SPECIALTY SERVICES IN CONTRA COSTA COUNTY, INCLUDING HIGH RISK NEONATAL SERVICES. OUR MEDICAL STAFFS ARE OPEN TO QUALIFIED PHYSICIANS IN THE COMMUNITY.AS A NOT-FOR-PROFIT HEALTH SYSTEM, JMH HAS AN OBLIGATION TO MAKE A CHARITABLE CONTRIBUTION TO THE COMMUNITY, BUT OUR COMMITMENT TO KEEPING THE COMMUNITIES WE SERVE GOES FAR DEEPER THAN THAT. JMH'S MISSION TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION ACCURATELY REFLECTS OUR COMMUNITY HEALTH EFFORTS AS A CORPORATE LEADER AND COMMUNITY PARTNER. IN 2015, OVER 90% OF JMH'S COMMUNITY BENEFIT ACTIVITIES WERE SPECIFICALLY TARGETED TO THOSE INDIVIDUALS AND FAMILIES THAT EXPERIENCE SOCIAL AND ECONOMIC BARRIERS THAT PRECLUDE THEIR ACCESS TO NECESSARY HEALTH CARE SERVICES. JMH SERVED OVER 155,000 RESIDENTS THROUGH COMMUNITY BENEFIT ACTIVITIES IN 2015.IT IS THE EXPERTISE PROVIDED BY COMMUNITY-BASED ORGANIZATIONS, COUPLED WITH JMH'S RESOURCES AND COMMITMENT TO SERVE THE COMMUNITY, THAT PROVIDE THE GREATEST OPPORTUNITY FOR SUCCESS IN ADDRESSING THE MANY UNMET HEALTH NEEDS AND HEALTH DISPARITIES IN CENTRAL AND EASTERN CONTRA COSTA COUNTY.THIS LOCAL COMMITMENT IS EXPRESSED IN THE MANY INITIATIVES WE DELIVER TO THE COMMUNITY, INCLUDING MEDICAL SERVICES FOR VULNERABLE POPULATIONS IN THE COUNTY. FOR MANY INDIVIDUALS AND FAMILIES WITH NO INSURANCE AND LIMITED MEANS, JMH PROVIDES CHARITY CARE. IN 2015, WE PROVIDED $10.7 MILLION IN CHARITY CARE COSTS. JMH ALSO ABSORBED OVER $83.9 MILLION, THE FINANCIAL COST OF PROVIDING CARE TO INDIVIDUALS THAT EXCEEDS THE PAYMENTS WE RECEIVE FROM MEDI-CAL.IN ADDITION TO THIS DIRECT DELIVERY OF CARE, JMH PROVIDES BROAD FINANCIAL AND TECHNICAL SUPPORT TO PROMOTE COMMUNITY WELLNESS. EACH YEAR, THE ORGANIZATION CONTRIBUTES MORE THAN $1 MILLION TO THE JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND. THE FUND'S GOAL IS TO FOSTER SYSTEMIC CHANGE THAT IMPROVES THE HEALTH OF PEOPLE MOST LIKELY TO EXPERIENCE HEALTH CARE DISPARITIES IN CENTRAL AND EASTERN CONTRA COSTA COUNTY. BY WORKING WITH LEADING COMMUNITY GROUPS, JMH HAS HELPED FOSTER MANY INNOVATIVE HEALTH CARE PROGRAMS, INCLUDING OUR MOBILE HEALTH CLINIC, THE DENTAL COLLABORATIVE OF CONTRA COSTA WHICH OPERATES A MOBILE DENTAL CLINIC, AND COMMUNITY NURSES IN ELEMENTARY SCHOOLS IN PITTSBURG AND CONCORD, AND DEPRESSION PREVENTION INTERVENTIONS FOR LATINOS.IN 2015, WE CONTINUED OUR PARTNERSHIP WITH LA CLINICA DE LA RAZA AND THE CONTRA COSTA HEALTH SERVICES DEPARTMENT TO SERVE LOW-INCOME RESIDENTS THROUGH THE JMH MOBILE HEALTH CLINIC AND THE DENTAL COLLABORATIVE OF CONTRA COSTA. THROUGH A PARTNERSHIP WITH LA CLINICA DE LA RAZA, JMH PROVIDED SPECIALTY CARE FOR UNINSURED AND LOW-INCOME PATIENTS. ACCESS TO SPECIALTY CARE HAS BEEN IDENTIFIED AS ONE OF THE GREATEST HEALTH CARE NEEDS OF LOW-INCOME, UNINSURED RESIDENTS IN CONTRA COSTA COUNTY.JMH ALSO SEEKS TO SERVE AT-RISK, OLDER ADULTS IN THE COMMUNITY. AMONG THE PROGRAMS WE SUPPORT ARE THE CARING HANDS VOLUNTEER CAREGIVER PROGRAM, WHICH CREATES ONE-TO-ONE MATCHES BETWEEN VOLUNTEERS AND SENIORS WHO ARE FRAIL, ISOLATED, AND/OR DISABLED. FREE, NON-MEDICAL, IN-HOME ASSISTANCE ENABLES THESE SENIORS TO STAY IN THEIR HOMES AND REMAIN INDEPENDENT AND SAFE. THE FALL PREVENTION PROGRAM OF CONTRA COSTA COUNTY, WHICH IS ALSO SUPPORTED BY JMH, WORK WITH SENIOR GROUPS TO GENERATE AWARENESS AND REDUCE INJURIES DUE TO FALLS THROUGH HOME SAFETY ASSESSMENTS AND HOME MODIFICATIONS FOR LOW-INCOME SENIORS.COMMUNITY BENEFITS ALSO INCLUDE HEALTH PROFESSIONS EDUCATION PROGRAMS FOR STUDENTS INTERESTED IN THE AREAS OF NURSING, PHYSICAL THERAPY, ULTRASOUND TECHNOLOGY, RADIOLOGIC TECHNOLOGY, REHABILITATION AND CLINICAL PASTORAL CARE.THE JMH FOUNDATION RAISES FUNDS TO OFFSET THE COST OF CAPITAL AND OPERATING EXPENSES FOR JMH HEALTH PROGRAMS AND, IN THIS WAY, MITIGATES THE COST OF CARE PROVIDED AND ASSISTS JMH IN MAINTAINING STATE-OF-THE-ART FACILITIES, EQUIPMENT, AND PROGRAMS FOR THE COMMUNITY.LASTLY, JMH CONTRIBUTES TO THE COMMUNITY IN MANY NON-QUANTIFIABLE WAYS THAT ARE NOT OUTLINED IN THIS REPORT. THE HEALTH SYSTEM CONTINUALLY PROVIDES LEADERSHIP IN THE COMMUNITY, ASSISTS WITH LOCAL CAPACITY BUILDING AND PARTICIPATES IN COMMUNITY-WIDE HEALTH PLANNING. JMH STAFF ARE ACTIVELY INVOLVED IN COMMUNITY ORGANIZATIONS AS VOLUNTEERS. THEIR LEADERSHIP IN THE COMMUNITY HELPS TO DEVELOP PARTNERSHIPS TO ADDRESS THE NEEDS OF THE VULNERABLE AND UNDERSERVED. THE FOLLOWING ARE EXAMPLES OF NON-QUANTIFIABLE BENEFITS PROVIDED TO THE COMMUNITY IN 2015:- JMH'S COMMITMENT TO ENVIRONMENTAL SUSTAINABILITY IS EVIDENT THROUGH MANY INITIATIVES. JOHN MUIR HEALTH INSTALLED FORTY VEHICLE CHARGING STATIONS TO REDUCE FUEL CONSUMPTION AND CARBON DIOXIDE EMISSIONS. IN ADDITION, SYSTEM-WIDE, STYROFOAM USAGE HAS BEEN ELIMINATED. TO PRESERVE WATER, JOHN MUIR HEALTH FACILITIES WERE EQUIPPED WITH LOW-FLOW TOILETS, SHOWERS AND SINKS, AS WELL AS LIMITING OUTDOOR WATERING AND LANDSCAPING TO TWO DAYS PER WEEK.- JMH NURSES ARE DEEPLY INVOLVED IN THEIR COMMUNITY THROUGH VOLUNTEERING. JOHN MUIR HEALTH ENCOURAGES NURSING VOLUNTEERISM AND COMMUNITY INVOLVEMENT THROUGH MAGNET RECOGNITION STATUS WHERE NURSES SUPPORT HEALTH BY BUILDING PARTNERSHIPS WITH THE COMMUNITY. FOR EXAMPLE, NURSES AT JOHN MUIR MEDICAL CENTER, CONCORD PROVIDE HEALTH EDUCATION MONTHLY AT THE LOCAL FARMER'S MARKET.- JMH EMPLOYEES DONATE BACKPACKS WITH SCHOOL SUPPLIES TO FOSTER YOUTH THROUGH THE ANNUAL FOSTER A DREAM BACKPACK CHALLENGE. IN 2015, EMPLOYEES PROVIDED OVER 600 BACKPACKS TO FOSTER A DREAM. - JMH AND OUR EMPLOYEES ACTIVELY PARTICIPATE IN DISEASE AWARENESS EVENTS IN ORDER TO PROMOTE HEALTH IN OUR COMMUNITY. EVENTS IN 2015 INCLUDED, THE NATIONAL ALLIANCE ON MENTAL ILLNESS WALK, NATIONAL KIDNEY FOUNDATION WALK, AMERICAN HEART ASSOCIATION HEART WALK, THE WALK TO END ALZHEIMER'S AND OTHER COMMUNITY EVENTS. PART VI, LINE 6: JOHN MUIR/MT DIABLO COMMUNITY HEALTH FUND1399 YGNACIO VALLEY ROAD, SUITE 36, WALNUT CREEK, CA 94598THE JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND IS THE COMMUNITY BENEFIT GRANT-MAKING ARM OF THE JOHN MUIR HEALTH. THE FUND'S GOAL IS TO FOSTER SYSTEMIC CHANGE THAT IMPROVES THE HEALTH OF PEOPLE IN CENTRAL AND EASTERN CONTRA COSTA COUNTY WHO ARE UN- OR UNDER-INSURED, HAVE LIMITED ACCESS TO HEALTH CARE, ARE MORE AT-RISK FOR POOR HEALTH, AND ARE MOST LIKELY TO EXPERIENCE HEALTH CARE DISPARITIES. TO ACCOMPLISH THIS GOAL, THE FUND DEVELOPED A FUNDING PROCESS THAT NURTURES LONG-TERM PARTNERSHIP WITH AND AMONG THE COMMUNITY-BASED ORGANIZATIONS. THIS LEADS TO VISIONARY HEALTH INITIATIVE THAT BUILD AND SUSTAIN THE CAPACITY TO DELIVER ON THE PROMISE OF GOOD HEALTH AND AFFORDABLE HEALTH CARE FOR ALL. FROM 1977, THE YEAR THE COMMUNITY HEALTH FUND WAS FORMED, THROUGH 2015, THE FUND HAS GRANTED OVER $23 MILLION JOHN MUIR HEALTH COMMUNITY BENEFIT DOLLARS INTO LOCAL COMMUNITY-BASED HEALTH PROJECTS. MORE DETAILED INFORMATION ABOUT THE FUND, ITS GOVERNANCE, GRANT PROGRAM AND COMMUNITY BENEFIT REPORTS CAN BE FOUND ON ITS WEBSITE: WWW.JMMDCOMMUNITY HEALTHFUND.COMJOHN MUIR PHYSICIAN NETWORK1400 TREAT BOULEVARD, SUITE 400, WALNUT CREEK, CA 94597THE JOHN MUIR PHYSICIAN NETWORK IS A NOT-FOR-PROFIT PUBLIC BENEFIT CORPORATION, WHOSE SOLE CORPORATE MEMBER IS JOHN MUIR HEALTH. SINCE ITS INCEPTION IN 1996, IT HAS BECOME ONE OF THE LARGEST PROVIDERS OF PHYSICIAN AND ALLIED HEALTH SERVICES IN NORTHERN CALIFORNIA, WITH OVER 1,000 PRIMARY CARE AND SPECIALTY PHYSICIANS WHO DELIVER COORDINATED PATIENT CARE. PHYSICIAN ASSOCIATED WITH THE PHYSICIAN NETWORK BELONG TO EITHER JOHN MUIR MEDICAL GROUP (JMMG) OR MUIR MEDICAL GROUP IPA, INC. THE PHYSICIAN NETWORK OWNS AND OPERATES PRIMARY CARE CENTERS STAFFED BY JMMG PHYSICIANS IN NUMEROUS LOCATIONS FROM BRENTWOOD TO PLEASANTON. JMMG ALSO PROVIDES HOSPITALISTS (IN-PATIENT MEDICAL SERVICES) AT JOHN MUIR HEALTH'S HOSPITALS. THE PHYSICIAN NETWORK IS ACTIVE IN COMMUNITY SERVICE, HEALTH EDUCATION AND CLINICAL RESEARCH. THE PHYSICIAN NETWORK CURRENTLY HOLDS CONTRACTS WITH SIX MAJOR HEALTH PLANS FOR MORE THAN 46,000 COMMERCIAL AND SENIOR HMO MEMBERS. ADDITIONALLY, THE PHYSICIAN NETWORK PROVIDES PHYSICIAN PANEL, MEDICAL MANAGEMENT AND CLAIMS SERVICES FOR MORE THAN 9,000 JOHN MUIR HEALTH EMPLOYEES AND DEPENDENTS PARTICIPATING IN THE EXCLUSIVE PROVIDER ORGANIZATION HEALTH PLAN. THE PHYSICIAN NETWORK MANAGES HEALTH PLAN CONTRACTING FOR JOHN MUIR HEALTH AND ITS HOSPITALS AND ENGAGES PHYSICIAN RECRUITMENT TO MEET COMMUNITY NEEDS. THE PHYSICIAN NETWORK ALSO OPERATES THE JMH MEDICARE ACO WHICH PROVIDES THE COORDINATION OF CARE FOR ITS MEDICARE ACO MEMBERS. JOHN MUIR BEHAVIORAL HEALTH1400 TREAT BOULEVARD, SUITE 300, WALNUT CREEK, CA 94597JOHN MUIR HEALTH OFFERS COMPLETE INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH PROGRAMS AND SERVICES THROUGH JOHN MUIR BEHAVIORAL HEALTH CENTER, THE HEALTH SYSTEM'S FULLY ACCREDITED, 73-BED PSYCHIATRIC HOSPITAL LOCATED IN CONCORD. THE JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER OFFERS PSYCHIATRIC TREATMENT FOR ADULTS, CHILDREN AND ADOLESCENT WHO ARE EXPERIENCING EMOTIONAL OR BEHAVIORAL PROBLEMS. FOR THOSE WHO ARE DEPENDENT ON ALCOHOL OR DRUGS, THE BEHAVIORAL HEALTH CENTER OFFERS A FULL ARRAY OF CHEMICAL DEPENDENCY TREATMENT PROGRAMS. THE JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER IS FULLY ACCREDITED BY THE JOINT COMMISSION. JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF THE JOHN MUIR BEHAVIORAL HEALTH.JOHN MUIR FOUNDATION1400 TREAT BOULEVARD, SUITE 300, WALNUT CREEK, CA 94597THE FOUNDATION RAISES FUNDS FOR PROGRAMS AND PROJECTS OF JOHN MUIR HEALTH, INCLUDING VARIOUS EDUCATION PROGRAMS, OPERATIONS, BUILDINGS AND EQUIPMENT. JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF JOHN MUIR HEALTH FOUNDATION PART VI, LINE 7, REPORTS FILED WITH STATES CA 1 JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND 1399 YGNACIO VALLEY ROAD SUITE 36 WALNUT CREEK CA 94598 911788973 501(C)(3) 1431099 COMMUNITY GRANTS JOHN MUIR HEALTH FOUNDATION 1400 TREAT BOULEVARD SUITE 300 WALNUT CREEK CA 94597 942650855 501(C)(3) 4372624 GENERAL SUPPORT JOHN MUIR BEHAVIORAL HEALTH 1400 TREAT BOULEVARD SUITE 300 WALNUT CREEK CA 94597 680249685 501(C)(3) 7654731 GENERAL SUPPORT JOHN MUIR PHYSICIANS NETWORK 1450 TREAT BOULEVARD SUITE 400 WALNUT CREEK CA 94597 680360801 501(C)(3) 36810000 GENERAL SUPPORT 4 0 SCHOLARSHIPS 8 40000 PART I, LINE 2: JOHN MUIR HEALTH FINANCIAL MANAGEMENT MONITOR THE USE OF RESTRICTED FUNDS TO MEET THE INTENDED PURPOSES. SCHOLARSHIPS MADE IN FURTHERANCE OF THE ORGANIZATIONS EXEMPT PURPOSE ARE SUBJECT TO CONDITIONS ESTABLISHED TO ENSURE THAT INDIVIDUALS RECEIVING SCHOLARSHIPS ARE ADEQUATELY INVESTIGATED TO VERIFY THEY ARE QUALIFIED RECIPIENTS. X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 CALVIN KNIGHT CEO/DIRECTOR/PRESIDENT 1033072 0 662069 0 96443 0 742457 0 17017 0 2551058 0 662069 0 CHRISTIAN PASS CFO 393622 0 130680 0 15889 0 186961 0 23356 0 750508 0 130680 0 MAX REYNOLDS SR VP AND GENERAL COUNSEL 406188 0 107205 0 12832 0 178566 0 24851 0 729642 0 107205 0 NANCY OLSON CGO/ASST SEC 435347 0 171459 0 30340 0 190870 0 15715 0 843731 0 171459 0 IRVING PIKE MD CMO/SR VP 501003 0 192505 0 72107 0 217759 0 18517 0 1001891 0 192505 0 MICHAEL MOODY SR VP PARTNERSHIP INTEGRATION 566939 0 209872 0 17815 0 302217 0 22351 0 1119194 0 209872 0 JANE WILLEMSEN CAO (WALNUT CREEK CAMPUS) 560331 0 280589 0 22474 0 311142 0 17017 0 1191553 0 280589 0 MICHAEL THOMAS CAO (CONCORD CAMPUS) 509830 0 245169 0 21381 0 278541 0 22129 0 1077050 0 245169 0 DONNA BRACKLEY CHIEF NURSING OFFICER 315504 0 118765 0 28475 0 140541 0 18697 0 621982 0 118765 0 MICHAEL MONALDO VP FACILITIES DEV & CORP REAL 310239 0 122834 0 42722 0 140868 0 22351 0 639014 0 122834 0 LISA FOUST SR VP HUMAN RESOURCES 359004 0 138509 0 69724 0 161221 0 23356 0 751814 0 138509 0 JON RUSSELL SR VP AND CIO 394040 0 150247 0 51612 0 172490 0 9429 0 777818 0 150247 0 GEORGE SAUTER CHIEF STRATEGY OFFICER 454031 0 158029 0 19184 0 189070 0 24851 0 845165 0 158029 0 PART I, LINE 1A THE COMPANY HAD A POLICY WHEREBY CERTAIN PAYMENTS TO EMPLOYEES AND MEMBERS OF THE BOARD ARE GROSSED UP. THESE PAYMENTS ARE NOT A USUAL OCCURRENCE AND ARE EVALUATED AND APPROVED BY THE CEO OR CFO. ADDITIONALLY, FOR CERTAIN MEMBERS OF MANAGEMENT THAT ARE RECRUITED FROM OUTSIDE OF THE AREA, A HOUSING ALLOWANCE MAY BE PROVIDED AS PART OF THE RECRUITMENT PROCESS. EACH RECRUITMENT IS EVALUATED ON A CASE-BY-CASE BASED ON THE MARKET AND THE QUALIFICATIONS OF THE CANDIDATE TO DETERMINE WHETHER OR NOT THE INCLUSION OF A HOUSING ALLOWANCE WILL BE PART OF THE RECRUITMENT PACKAGE. FOR CERTAIN MEMBERS OF MANAGEMENT, A REIMBURSEMENT OF UP TO 50% OF HEALTH CLUB DUES IS AVAILABLE. THIS PERQUISITE IS INCLUDED AS PART OF THE EVALUATION OF THE ANNUAL COMPENSATION PROCESS. ALL COMPONENTS DISCUSSED IN THIS SECTION ARE TREATED AS TAXABLE INCOME FOR THE EMPLOYEE RECEIVING THE PAYMENT. PART I, LINE 1B THE CORPORATION, WITH THE OVERSIGHT AND APPROVAL OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, BASES A PORTION OF ANNUAL MANAGEMENT INCENTIVE PAYMENTS ON THE CONSOLIDATED NET EARNINGS TARGETS OF JOHN MUIR HEALTH. IN ADDITION TO THE CONSOLIDATED NET EARNINGS THE MANAGEMENT INCENTIVE PAYMENTS ARE BASED ON VARIOUS QUALITY AND PATIENT SATISFACTION METRICS. PAYMENTS TO MANAGEMENT PERSONNEL ARE MADE IN THE SUBSEQUENT YEAR BASED ON THE LEVEL OF ACHIEVEMENT OF ALL ELEMENTS OF THE INCENTIVE PROGRAM, OF WHICH NET EARNINGS TARGETS ARE A COMPONENT. THEREFORE, EACH YEAR AN ACCRUAL OF THE ESTIMATED PAYMENTS FOR MANAGEMENT INCENTIVES IS INCLUDED IN THE CALCULATION OF NET EARNINGS TARGETS FOR THAT YEAR. THE INCENTIVE PROGRAMS FOR THE MANAGEMENT OF JOHN MUIR HEALTH ARE DEVELOPED AND REVIEWED BY AN OUTSIDE CONSULTANT WHOSE EXPERTISE IS IN COMPENSATION AND WHO DEVELOPS MARKET DATA FOR SIMILAR ORGANIZATIONS AS A BASIS FOR THE CORPORATION'S INCENTIVE PROGRAM. THE INCENTIVE PROGRAM AND MARKET DATA IS REVIEWED WITH THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. PART I, LINE 3 THE CORPORATION, WITH THE OVERSIGHT AND APPROVAL OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, BASES A PORTION OF THE ANNUAL MANAGEMENT INCENTIVE PAYMENTS ON THE CONSOLIDATED NET EARNINGS TARGETS OF JOHN MUIR HEALTH. IN ADDITION TO THE CONSOLIDATED NET EARNINGS, THE MANAGEMENT INCENTIVE PAYMENTS ARE BASED ON VARIOUS QUALITY AND PATIENT SATISFACTION METRICS. PAYMENTS TO MANAGEMENT PERSONNEL ARE MADE IN THE SUBSEQUENT YEAR BASED ON THE LEVEL OF ACHIEVEMENT OF ALL ELEMENTS OF THE INCENTIVE PROGRAM, OF WHICH NET EARNINGS TARGET ARE A COMPONENT. THEREFORE, EACH YEAR AN ACCRUAL OF THE ESTIMATED PAYMENTS FOR MANAGEMENT INCENTIVE IS INCLUDED IN THE CALCULATION OF NET EARNINGS TARGETS FOR THAT YEAR. THE INCENTIVE PROGRAMS FOR THE MANAGEMENT OF JOHN MUIR HEALTH ARE DEVELOPED AND REVIEWED BY AN OUTSIDE CONSULTANT WHOSE EXPERTISE IS IN COMPENSATION AND WHO DEVELOPS MARKET DATA FOR SIMILAR ORGANIZATIONS AS A BASIS FOR THE CORPORATION'S INCENTIVE PROGRAM. THE INCENTIVE PROGRAM AND MARKET DATE IS REVIEWED WITH THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. PART I, LINE 4B CALVIN KNIGHT $502,972 SERP PLAN JANE WILLEMSEN $141,821 SERP PLAN MICHAEL MOODY $181,700 SERP PLAN MICHAEL THOMAS $123,047 SERP PLAN CHRISTIAN PASS $31,831 RESTORATION PLAN IRVING PIKE $66,770 RESTORATION PLAN GEORGE SAUTER $99,390 RESTORATION PLAN NANCY OLSON $65,189 RESTORATION PLAN JON RUSSELL $29,401 RESTORATION PLAN LISA FOUST $48,230 RESTORATION PLAN MAX REYNOLDS $29,363 RESTORATION PLAN MICHAEL MONALDO $26,789 RESTORATION PLAN DONNA BRACKLEY $64,427 RESTORATION PLAN SCHEDULE J, PART II, COLUMN B(III): JMH IMPLEMENTED A "PAID TIME OFF CAP" THAT WAS EFFECTIVE BEGINNING IN 2014. PTO CAPS WERE INSTALLED FOR ALL EMPLOYEES WITH THE EXCEPTION OF THOSE REPRESENTED BY COLLECTIVE BARGAINING AGREEMENTS. IN CONNECTION WITH THE POLICY TO LIMIT BENEFIT-ELIGIBLE EMPLOYEE AT 125% OF THEIR TOTAL PAID TIME OFF ACCRUAL VALUE (BASED ON YEARS OF SERVICE), JMH CASHED OUT EMPLOYEE BALANCES IN EXCESS OF 100% OF THEIR PAID TIME OFF ACCRUAL CAPS. THE POLICY IS EFFECTIVE AT JMH AND ALL JMH SUBSIDIARIES. SUPPLEMENTAL INFORMATION: COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED ANNUALLY BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE UTILIZES AN OUTSIDE CONSULTANT WHO IS A COMPENSATION EXPERT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITIES AND THAT DATA IS USED BY THE COMPENSATION COMMITTEE TO ESTABLISH THE ANNUAL COMPENSATION PACKAGE FOR EACH INDIVIDUAL. IT IS THE PHILOSOPHY OF THE ORGANIZATION TO ESTABLISH A COMPENSATION PACKAGE FOR EACH INDIVIDUAL THAT REFLECTS THE MEDIAN OF THE MARKET AS ESTABLISHED BY THE OUTSIDE CONSULTANT. A CA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY 680164610 130911Y87 2006-06-14 203016972 SEE PART VI 0 0 0 B CA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY 680164610 130795UC9 2008-05-02 145800000 SEE PART VI 0 0 0 C CA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY 680164610 130795N86 2009-10-29 101911852 SEE PART VI 0 0 0 D CA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY 680164610 NONAVAILA 2012-05-23 89800000 SEE PART VI 0 0 0 A 231090613 23598317 2140116 205352180 2011 0 0 1 1 B 50700000 145800000 1155297 479539 144165164 1 0 1 1 C 10125000 101911852 2352535 1911852 100000000 2011 0 0 1 1 D 11625000 89800000 502197 127803 89170000 1 0 1 1 A 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 D 0 0 1 0 0 0.00000 0.00010 0.00010 0 0 0 A 1 0 0 0 1 0 B 0 0 1 0 1 0 0 0 0 C 0 0 0 1 0 0 0 0 0 D 0 1 0 0 1 0 0 0 0 A 0 B 0 C 0 D 0 SCHEDULE K SUPPLENTAL INFORMATION DIFFERENCE BETWEEN THE ISSUE PRICE (PART I) AND TOTAL PROCEEDS (PART II, LINE 3) ARE DUE TO INVESTMENT EARNINGS. PART I, LINE A, COLUMN (F) - THE BONDS WERE ISSUED FOR THE PURPOSE OF (I) FINANCING AND REFINANCING THE COST OF ACQUISITION, CONSTRUCTION, IMPROVEMENT, EQUIPPING, RENOVATION, REHABILITATION, REMODELING AND OTHER CAPITAL PROJECTS ON OR ABOUT THE JOHN MUIR MEDICAL CENTER-WALNUT CREEK CAMPUS, (II) FINANCING VARIOUS ROUTINE CAPITAL EXPENDITURES AND THE COST OF ACQUISITION OF EQUIPMENT TO BE LOCATED ON THE JOHN MUIR MEDICAL CENTER-CONCORD CAMPUS, (III) PROVIDING FOR PAYMENT OF A PORTION OF INTEREST ON THE BONDS, AND (IV) PAYING CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. PART I, LINE B, COLUMN (D) - THERE ARE ACTUALLY TWO ISSUE DATES: 5/2/2008 AND 5/13/2008. PART I, LINE B, COLUMN (F) - 2008 A AND B TO (1) REFUND AND PAY IN FULL THE OUTSTANDING PRINCIPAL AMOUNT OF THE $100,000,000 AGGREGATE PRINCIPAL AMOUNT CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY INSURED REVENUE BONDS (JOHN MUIR HEALTH) SERIES 2006 B AND SERIES 2006 C (THE "SERIES 2006 BONDS") ORIGINALLY ISSUED 6/14/2006 AND (2) TO PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. 2008 C TO (1) REFUND AND PAY IN FULL THE VARIABLE RATE PORTION OF THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY $90,000,000 CERTIFICATES OF PARTICIPATION, JOHN MUIR/MT. DIABLO HEALTH SYSTEM (1997) ORIGINALLY ISSUED 10/29/1997, IN THE OUTSTANDING PRINCIPAL AMOUNT OF $44,000,000 AND (2) TO PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2008 C BONDS. PART I, LINE C, COLUMN (F) - THE BONDS WERE ISSUED FOR THE PURPOSES OF (1) FINANCING THE CONSTRUCTION, IMPROVEMENT, EQUIPPING, RENOVATION, REHABILITATION, REMODELING AND OTHER CAPITAL PROJECTS ON OR ABOUT THE JOHN MUIR MEDICAL CENTER - WALNUT CREEK CAMPUS AND ON OR ABOUT THE JOHN MUIR MEDICAL CENTER - CONCORD CAMPUS AND (2) PAYING CERTAIN COSTS OF ISSUANCE. PART I, LINE D, COLUMN (F) - THE BONDS WERE ISSUED FOR THE PURPOSE OF REFUND AND PAYMENT IN FULL OF THE OUTSTANDING PRINCIPAL AMOUNT AND INTEREST DUE ON THE 1997 CERTIFICATES OF PARTICIPATION AND THE SERIES 2008B BONDS ISSUED 10/29/1997 AND 5/2/2008 RESPECTIVELY. PART II, LINE 4 - THE AMOUNTS SHOWN HERE CONSIST SOLELY OF DEBT SERVICE FUND DEPOSITS. PART III, LINE 3B AND 3D - JOHN MUIR HEALTH ENGAGES BOND COUNSEL IN CONNECTION WITH PUBLIC DEBT OFFERINGS OR REFINANCING, DURING WHICH BOND COUNSEL REVIEWS MANAGEMENT OR SERVICE CONTRACTS RELATED TO FINANCED PROPERTY. PART IV, LINE 2C, COLUMN (C) - JOHN MUIR HEALTH BELIEVES IN GOOD FAITH THAT THERE IS NO REBATE DUE. ADDITIONALLY, JOHN MUIR HEALTH HAS ENGAGED ITS BOND COUNSEL TO COMPLETE A REBATE ANALYSIS, HOWEVER, THE BOND COUNSEL HAS COMMUNICATED THAT THE REBATE ANALYSIS WILL NOT BE COMPLETED UNTIL AFTER THE RETURN IS FILED. PART IV, LINE 3, COLUMN (B) - THE BONDS COMPRISE A VARIABLE YIELD ISSUE AND NOT A FIXED YIELD ISSUE AS ERRONEOUSLY REPORTED ON FORM 8038. PART IV, LINE 6, COLUMN B - A YIELD REDUCTION PAYMENT WAS MADE WITH RESPECT TO SUCH AMOUNTS. CALVIN KNIGHT CEO/OFFICER HOUSING RELOCATION X 250000 25000 0 1 1 25000 TATYANA SOLOVEVA SPOUSE OF A KEY EMPLOYEE 140188 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN MUIR HEALTH BOARD MEMBERS TAEJOON AHN, M.D. AND RAVI HUNDAL, M.D. ARE PRESIDENT AND CHIEF FINANCIAL OFFICER, RESPECTIVELY, OF JOHN MUIR MEDICAL GROUP. THOMAS RUNDALL (JMH CHAIRMAN AND DIRECTOR) IS A BOARD MEMBER OF ON LOK, INC., A NOT FOR PROFIT COMMUNITY ORGANIZATION WHICH EMPLOYS ROBERT EDMONSON (JMH DIRECTOR) AS CEO. FORM 990, PART VI, SECTION A, LINE 6 MT. DIABLO HEALTHCARE DISTRICT AND JOHN MUIR ASSOCIATION HAVE THE RIGHT TO APPROVE CERTAIN SIGNIFICANT CORPORATE ACTIONS (AS DESCRIBED IN SCHEDULE O). FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS OF JOHN MUIR HEALTH PROVIDE THAT JOHN MUIR HEALTH MAY NOT, WITHOUT THE PRIOR WRITTEN CONSENT OF THE MT. DIABLO HEALTHCARE DISTRICT, A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA, AND THE JOHN MUIR ASSOCIATION, A CALIFORNIA NONPROFIT CORPORATION: (I) SELL, TRANSFER, OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL THE ASSETS OF JOHN MUIR HEALTH; (II) ISSUE MEMBERSHIP IN JOHN MUIR HEALTH TO ANY PERSON OR ENTITY; (III) MERGE WITH ANY OTHER PERSON OR ENTITY, UNLESS JOHN MUIR HEALTH IS THE SURVIVING CORPORATION IN THE MERGER; OR (IV) AMEND SECTION 5.6 OF THE BYLAWS OF JOHN MUIR HEALTH (WHICH OBLIGATES JOHN MUIR HEALTH TO AMONG OTHER THINGS, PROVIDE AT LEAST ONE MILLION DOLLARS ($1,000,000) ANNUALLY TO FUND CERTAIN COMMUNITY BENEFIT PROJECTS SPONSORED BY THE JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND). FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS. AN OVERVIEW OF THE FORM 990, WITH SUFFICIENT DETAIL IS PRESENTED TO THE BOARD WITH THE COMPLETED FORM 990. ALL QUESTIONS AND CONCERNS OF THE BOARD OF DIRECTORS WILL BE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND HIS DESIGNEE AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF DIRECTORS HAS BEEN APPROPRIATELY ADDRESSED, SENIOR MANAGEMENT OF JOHN MUIR HEALTH WILL FILE THE FINAL FORM 990 AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE JOHN MUIR HEALTH (JMH) BOARD CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM REQUIRED TO BE COMPLETED AND SIGNED. DISCLOSED CONFLICTS ARE COMPILED IN A DOCUMENT AND REVIEWED BY THE BOARD CHAIR, PRESIDENT/CEO, CHIEF GOVERNANCE OFFICER AND GENERAL COUNSEL. TOGETHER THESE INDIVIDUALS MONITOR ANY POTENTIAL CONFLICTS AND THE CHIEF GOVERNANCE OFFICER AND GENERAL COUNSEL ATTEND BOARD MEETINGS TO ENSURE COMPLIANCE WITH THE POLICY. TRANSACTIONS INVOLVING A POTENTIAL CONFLICT ARE REVIEWED AND APPROVED IN ADVANCE BY THE GENERAL COUNSEL, CHIEF GOVERNANCE OFFICER, GOVERNANCE COMMITTEE AND FOR CERTAIN TRANSACTIONS WITH THE CURRENT BOARD MEMBERS, THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS DURING THE YEAR. AS QUESTIONS ABOUT POTENTIAL CONFLICTS ARISE DURING THE YEAR, THE GENERAL COUNSEL AND CHIEF GOVERNANCE OFFICER REVIEW THEM WITH THE AFFECTED BOARD MEMBER, THE PRESIDENT/CEO AND THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED ANNUALLY BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE UTILIZES AN OUTSIDE CONSULTANT WHO IS A COMPENSATION EXPERT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITIES AND THAT DATA IS USED BY THE COMPENSATION COMMITTEE TO ESTABLISH THE ANNUAL COMPENSATION PACKAGE FOR EACH INDIVIDUAL. IT IS THE PHILOSOPHY OF THE ORGANIZATION TO ESTABLISH A COMPENSATION PACKAGE FOR EACH INDIVIDUAL THAT REFLECTS THE MEDIAN OF THE MARKET AS ESTABLISHED BY THE OUTSIDE CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 JOHN MUIR HEALTH PROVIDES FINANCIAL INFORMATION ON A QUARTERLY BASIS THROUGH VARIOUS BOND DISCLOSURES DATABASES. THIS FINANCIAL INFORMATION IS AVAILABLE FOR JOHN MUIR HEALTH ON A CONSOLIDATED AND CONSOLIDATING BASIS, INCLUDING SUBSIDIARIES. REQUESTS FOR THE PROVISION OF GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE DIRECTED TO OUR LEGAL DEPARTMENT FOR THE APPROPRIATE RESPONSE. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY -25,185,000. MUIRLAB 2,591,000. TANGIBLE PROPERTY REGULATION STATEMENT SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. JOHN MUIR FOUNDATION 1400 TREAT BOULEVARD SUITE 300 WALNUT CREEK CA 94597 942650855 SOLICITATION OF FUNDS FOR JOHN MUIR HEALTH CA 501(C)(3) 7 N/A 1 JOHN MUIR PHYSICIAN NETWORK 1400 TREAT BOULEVARD SUITE 400 WALNUT CREEK CA 94597 680360801 PROVIDE CLINIC SERVICES & MANAGE HEALTHCARE RISK OPERATIONS WITH JMH CA 501(C)(3) 11, TYPE I N/A 1 JOHN MUIR BEHAVIORAL HEALTH 1400 TREAT BOULEVARD SUITE 300 WALNUT CREEK CA 94597 680249685 PROVIDE BEHAVIORAL HEALTH SERVICES INCLUDING MENTAL HEALTH & SUBSTANCE ABUSE CA 501(C)(3) 3 N/A 1 JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND 1399 YGNACIO VALLEY ROAD SUITE 36 WALNUT CREEK CA 94598 911788973 PROVIDE GRANTS THAT ENHANCE HEALTHCARE SERVICES TO UNDERSERVED CA 501(C)(3) 11, TYPE II N/A 1 JOHN MUIR MAGNETIC IMAGING 1400 TREAT BLVD WALNUT CREEK CA 94598 680202020 DIAGNOSTIC IMAGING CA N/A RELATED 2070980 7448759 0 1 0.90000 NEUROSCAN 115 LA CASA VIA SUITE 202 WALNUT CREEK CA 94598 680017617 DIAGNOSTIC IMAGING CA N/A RELATED 4868647 7860394 0 1 0.91100 BAY AREA SURGICAL VENTURES 30 S WACKER DR STE 2302 CHICAGO IL 60606 203052802 MEDICAL SERVICES CA N/A RELATED 476872 3322285 0 0 0.53500 CARIDIAN PHYSICIAN SERVICES INC 700 YGNACIO VALLEY BLVD WALNUT CREEK CA 94596 680297913 INACTIVE CA N/A C 1.00000 1 MT DIABLO PRACTICE MGMT 1400 TREAT BLVD WALNUT CREEK CA 94597 680031326 INACTIVE CA N/A C 1.00000 1 JOHN MUIRMT DIABLO PARENT COMPANY 1400 TREAT BLVD WALNUT CREEK CA 94597 900060434 INACTIVE CA N/A C 1.00000 1 1 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 0 BAY AREA SURGICAL VENTURES A 2241004 CASH VALUE BAY AREA SURGICAL VENTURES P 52939 CASH VALUE JOHN MUIR BEHAVIORAL HEALTH A 1090260 CASH VALUE JOHN MUIR BEHAVIORAL HEALTH L 291375 CASH VALUE JOHN MUIR BEHAVIORAL HEALTH C 7524968 CASH VALUE JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND B 1431099 CASH VALUE JOHN MUIR FOUNDATION A 132343 CASH VALUE JOHN MUIR FOUNDATION C 6005541 CASH VALUE JOHN MUIR MAGNETIC IMAGING A 361936 CASH VALUE JOHN MUIR MAGNETIC IMAGING L 1586630 CASH VALUE JOHN MUIR MAGNETIC IMAGING P 174714 CASH VALUE NEUROSCAN A 100617 CASH VALUE NEUROSCAN L 2270750 CASH VALUE NEUROSCAN P 101164 CASH VALUE JOHN MUIR PHYSICIAN NETWORK A 864000 CASH VALUE JOHN MUIR PHYSICIAN NETWORK L 42423795 CASH VALUE JOHN MUIR PHYSICIAN NETWORK O 2931476 CASH VALUE JOHN MUIR FOUNDATION B 4372624 CASH VALUE JOHN MUIR BEHAVIORAL HEALTH B 7654731 CASH VALUE JOHN MUIR PHYSICIAN NETWORK B 36810000 CASH VALUE