HOAG MEMORIAL HOSPITAL PRESBYTERIAN: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 95-1643327)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201631339349302608
- Schema version
- 2014v6.0
- 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 | 2016-05-12T11:11:54-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 9497644624 | PhoneNum |
| Signature | 2016-05-10 | 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 | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 | $1,578,618,925 | 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 HEALTH CARE SERVICES TO THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 5484 | TotalEmployeeCnt |
| Total Volunteers | 1550 | TotalVolunteersCnt |
| Total Gross UBI | $3,664,572 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,255,606 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,714,646 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $620,457,115 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $882,909,370 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,971,059 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,054,085 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,856,334 | PYOtherRevenueAmt |
| CY Other Revenue | $32,832,269 | CYOtherRevenueAmt |
| PY Total Revenue | $694,540,114 | PYTotalRevenueAmt |
| CY Total Revenue | $962,510,370 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,368,560 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,582,024 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $268,821,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $362,388,354 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $335,447,407 | PYOtherExpensesAmt |
| CY Other Expenses | $473,386,573 | CYOtherExpensesAmt |
| PY Total Expenses | $609,637,227 | PYTotalExpensesAmt |
| CY Total Expenses | $844,356,951 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $84,902,887 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $118,153,419 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,480,819,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,652,277,649 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $692,482,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $768,092,907 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,788,337,228 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,884,184,742 | 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 HEALTH CARE SERVICES TO THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $516,866,423 | ExpenseAmt |
| Grant | $8,582,024 | GrantAmt |
| Revenue | $910,763,461 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $516,866,423 | 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 | 658 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5484 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 BOX 6100 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 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 | ||||
| Jake Easton III | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $14,180 | $0 | $0 | ||||
| Max Hampton | ||||||||||
| 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) | $0 | $0 | $0 | ||||
| Karen Linden | ||||||||||
| Chair-Elect | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Virginia Ueberroth | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Yulun Wang PhD | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Pam Massey | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Roger Kirwan | ||||||||||
| Bd Member/Chair HHF/Bd MBR HCS | 2.0 | 6.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cindy Stokke | ||||||||||
| Board Member | 2.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| George H Wood | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Margarita Pereyda MD | ||||||||||
| 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 | ||||
| Robert Braithwaite | ||||||||||
| CEO-Hoag, Reg VP-S CA Region | 50.0 | 4.0 | $0 | $952,049 | $39,288 | Yes (X) | ||||
| Andrew Guarni | ||||||||||
| CFO | 50.0 | 0.0 | $305,802 | $0 | $27,932 | Yes (X) | ||||
| Jack Cox | ||||||||||
| SVP & Chief Quality Officer | 50.0 | 0.0 | $1,967,158 | $0 | $144,561 | Yes (X) | ||||
| Richard Martin | ||||||||||
| SVP & Chief Nursing Officer | 50.0 | 0.0 | $502,371 | $0 | $49,905 | Yes (X) | ||||
| Jennifer Mitzner | ||||||||||
| SVP, CFO-S CA Region | 20.0 | 30.0 | $974,558 | $289,003 | $46,889 | Yes (X) | ||||
| Sanford Smith | ||||||||||
| SVP Real Estate & Facilities | 50.0 | 0.0 | $454,639 | $0 | $68,443 | Yes (X) | ||||
| Timothy C L Moore | ||||||||||
| SVP & Chief Info Officer | 50.0 | 0.0 | $476,856 | $0 | $54,140 | Yes (X) | ||||
| Cynthia Perazzo | ||||||||||
| SVP Strategic & Business Dvpmt | 50.0 | 0.0 | $452,841 | $0 | $40,638 | Yes (X) | ||||
| Flynn Andrizzi | ||||||||||
| SVP/Pres. HHF/Board Member HCS | 2.0 | 51.0 | $472,620 | $0 | $49,104 | Yes (X) | ||||
| Jan Blue | ||||||||||
| SVP Human Resources | 50.0 | 0.0 | $399,203 | $0 | $30,855 | Yes (X) | ||||
| Kris Iyer MD | ||||||||||
| VP SR & CAO HMTS | 10.0 | 40.0 | $543,200 | $0 | $14,572 | Yes (X) | ||||
| Nina Robinson | ||||||||||
| VP Marketing and Corp Comm. | 50.0 | 0.0 | $522,430 | $0 | $13,930 | Yes (X) | ||||
| Gwyn Parry | ||||||||||
| Director of Community Medicine | 50.0 | 0.0 | $310,326 | $0 | $31,213 | Yes (X) | ||||
| Terri Cammarano | ||||||||||
| VP Legal | 50.0 | 0.0 | $913,532 | $0 | $22,510 | Yes (X) | ||||
| Michael Brand-Zawadzki | ||||||||||
| Executive Medical Director COE | 50.0 | 0.0 | $563,869 | $0 | $30,841 | Yes (X) | ||||
| Randal Ray | ||||||||||
| Director of Revenue Cycle | 50.0 | 0.0 | $360,443 | $0 | $8,122 | Yes (X) | ||||
| Richard Afable MD | ||||||||||
| Fmr Pres,CEO,BM/BM HHF/SJH EVP | 0.0 | 54.0 | $0 | $1,154,319 | $35,627 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,234,028 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,395,371 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $708,570 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 735 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Deloitte Touche LLP | |||||
| 17360 Brookhurst | Fountain Valley | CA | 92708 | consulting services | $13,827,996 |
| Pacific Hospitalist Associates | |||||
| 510 Superior Ave Suite 290 | Newport Beach | CA | 92663 | medical services | $5,814,518 |
| Newport Critical Care | |||||
| 17 Emerald Terrace | ALISO VIEJO | CA | 92656 | technology services | $5,527,632 |
| Allscripts | |||||
| 8529 Six Forks Road | RALEIGH | NC | 27615 | software systems | $3,660,699 |
| Emerald Textiles | |||||
| 1725 Dornoch Court Ste 101 | San Diego | CA | 92154 | Textile Rental | $2,476,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 88 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $15,714,646 | RelatedOrganizationsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Total Contributions | $15,714,646 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|---|---|
| Patient Services | $734,272,305 | $734,272,305 | $0 | $0 | |
| HMO Capitated Payment | $87,985,965 | $87,985,965 | $0 | $0 | 622110 |
| MOB Rental Income | $24,605,403 | $24,605,403 | $0 | $0 | 531190 |
| Cafeteria Sales | $3,493,009 | $3,493,009 | $0 | $0 | 722212 |
| Refunds and Rebates | $2,135,514 | $2,135,514 | $0 | $0 | 532299 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,417,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,417,174 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $882,909,370 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,364,573 | TotalRevenueColumnAmt |
| Exclusion | $15,364,573 | 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 | $82,524 | TotalRevenueColumnAmt |
| Exclusion | $82,524 | 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 | $631,751,664 | SecuritiesAmt |
| Other | $46,403 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $616,036,094 | SecuritiesAmt |
| Other | $72,461 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,715,570 | SecuritiesAmt |
| Other | -$26,058 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,689,512 | TotalRevenueColumnAmt |
| Exclusion | $15,689,512 | 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 FROM PARTNERSHIPS | 525990 | $21,306,614 | $21,280,101 | $26,513 | $0 |
| MISC HOI SERVICES | 561110 | $9,180,597 | $6,085,374 | $3,095,223 | $0 |
| CHILD CARE PROGRAM | 624410 | $1,231,082 | $0 | $0 | $1,231,082 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,031,452 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $488,616 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $542,836 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,749,745 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $962,510,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $910,763,461 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,664,572 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,367,691 | 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 | $8,571,293 | TotalAmt |
| Program Services | $8,571,293 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,731 | TotalAmt |
| Program Services | $10,731 | 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 | $9,105,110 | TotalAmt |
| Program Services | $600,937 | ProgramServicesAmt |
| Management And General | $8,504,173 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,932 | TotalAmt |
| Program Services | $85,932 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,510,400 | TotalAmt |
| Program Services | $190,533,831 | ProgramServicesAmt |
| Management And General | $91,976,569 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,850,776 | TotalAmt |
| Program Services | $3,302,340 | ProgramServicesAmt |
| Management And General | $11,548,436 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,507,005 | TotalAmt |
| Program Services | $18,026,828 | ProgramServicesAmt |
| Management And General | $17,480,177 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,329,131 | TotalAmt |
| Program Services | $13,504,836 | ProgramServicesAmt |
| Management And General | $6,824,295 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,838,854 | TotalAmt |
| Program Services | $270 | ProgramServicesAmt |
| Management And General | $2,838,584 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,483 | TotalAmt |
| Management And General | $120,483 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,656 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $33,656 | 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 | $3,869,539 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,869,539 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,610,025 | TotalAmt |
| Program Services | $61,979,570 | ProgramServicesAmt |
| Management And General | $60,630,455 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,503,924 | TotalAmt |
| Program Services | $394 | ProgramServicesAmt |
| Management And General | $1,503,530 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,584,288 | TotalAmt |
| Program Services | $1,600,808 | ProgramServicesAmt |
| Management And General | $7,983,480 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,534,213 | TotalAmt |
| Program Services | $201,359 | ProgramServicesAmt |
| Management And General | $9,332,854 | 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 | $45,456,280 | TotalAmt |
| Program Services | $17,692,988 | ProgramServicesAmt |
| Management And General | $27,763,292 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,072 | TotalAmt |
| Program Services | $40,099 | ProgramServicesAmt |
| Management And General | $96,973 | 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 | $608,035 | TotalAmt |
| Program Services | $239,067 | ProgramServicesAmt |
| Management And General | $368,968 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,286,681 | TotalAmt |
| Program Services | $16,123,814 | ProgramServicesAmt |
| Management And General | $162,867 | 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 | $74,208,000 | TotalAmt |
| Program Services | $22,093,573 | ProgramServicesAmt |
| Management And General | $52,114,427 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,119,429 | TotalAmt |
| Program Services | $4,713,387 | ProgramServicesAmt |
| Management And General | $1,406,042 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $110,697,687 | $109,307,084 | $1,390,603 | $0 |
| QA CA HOSPITAL FEE | $45,881,633 | $45,881,633 | $0 | $0 |
| ABANDONED PROPERTY | $4,386,987 | $0 | $4,386,987 | $0 |
| AFFILIATION EXPENSE | $4,374,177 | $0 | $4,374,177 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,135,610 | TotalAmt |
| Program Services | $2,355,649 | ProgramServicesAmt |
| Management And General | $12,779,961 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844,356,951 | TotalAmt |
| Program Services | $516,866,423 | ProgramServicesAmt |
| Management And General | $327,490,528 | 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 | $108,064,391 | BOYAmt |
| EOY | $161,624,544 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,196,813 | BOYAmt |
| EOY | $139,131,690 | 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 | $79,734,170 | BOYAmt |
| EOY | $79,258,447 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,000 | 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 | $1,194,898 | BOYAmt |
| EOY | $3,555,095 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,531,211 | BOYAmt |
| EOY | $6,700,672 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,711,459 | BOYAmt |
| EOY | $11,097,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,625,711,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $729,853,414 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,509,320 | BOYAmt |
| EOY | $895,857,917 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,954,807 | BOYAmt |
| EOY | $198,391,084 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,780,977 | BOYAmt |
| EOY | $985,859,289 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,870,739 | BOYAmt |
| EOY | $69,416,549 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,304,323 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,771,077 | BOYAmt |
| EOY | $100,080,987 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,480,819,862 | BOYAmt |
| EOY | $2,652,277,649 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,910,336 | BOYAmt |
| EOY | $113,336,141 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,636,092 | 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 | $590,936,206 | BOYAmt |
| EOY | $654,756,766 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,482,634 | BOYAmt |
| EOY | $768,092,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,788,326,510 | BOYAmt |
| EOY | $1,884,099,885 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,718 | BOYAmt |
| EOY | $84,857 | 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 | $1,788,337,228 | BOYAmt |
| EOY | $1,884,184,742 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,480,819,862 | BOYAmt |
| EOY | $2,652,277,649 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $118,153,419 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,656,743 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$213,855 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$18,435,307 | 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 | $33,656 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $33,656 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,283,821 | BeginningYearBalanceAmt |
| Contributions | $3,879,161 | ContributionsAmt |
| Investment Earnings Or Losses | $901,766 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,064,733 | OtherExpendituresAmt |
| End Year Balance | $107,000,015 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30000 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| 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 | $894,152,852 | OtherCostOrOtherBasisAmt |
| Depreciation | $325,088,620 | DepreciationAmt |
| Book Value | $569,064,232 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,075,573 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,797,234 | DepreciationAmt |
| Book Value | $75,278,339 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $467,193,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $364,967,560 | DepreciationAmt |
| Book Value | $102,226,019 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,958,502 | OtherCostOrOtherBasisAmt |
| Book Value | $71,958,502 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $895,857,917 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.S. GOVERNMENT AGENCY&TREAS. | $21,719,117 | F |
| Debt Securities | $145,025,014 | F |
| Equity Securities | $122,880,791 | F |
| Equity Commingled Funds | $324,166,451 | F |
| Hedge Funds | $250,488,755 | F |
| Private Equity | $64,946,108 | F |
| Real Assets | $56,633,053 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $985,859,289 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Interco with Health System-Bonds | $534,205,569 |
| Third Party Settlement | $3,332,594 |
| Other Long-term liabilities | $15,272,717 |
| Other Current Liabilities | $54,388,936 |
| Accrued Capitation Liability | $14,536,199 |
| SELF INSURED LIABILITIES | $33,020,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $654,756,766 | 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, 2015 OR 2014. | 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 | $322,129,959 |
| East Asia and the Pacific | Investments | $727 |
| Europe (Including Iceland and Greenland) | Investments | $4,178,911 |
| North America | Investments | $972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $326,310,569 | SubtotalSpentAmt |
| Total Spent | $326,310,569 | 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, 2015. | 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 | $5,456,078 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,456,078 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00620 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $68,138,323 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $46,250,767 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $21,702,933 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02470 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,402,385 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $63,430 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,338,955 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00720 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $79,996,786 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $46,314,197 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $33,497,966 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03810 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,780,879 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,780,879 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00890 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $303,127 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $303,127 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $725,962 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $725,962 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,745,659 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,745,659 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00310 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,555,627 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,555,627 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01320 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $91,552,413 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $46,314,197 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $45,053,593 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05130 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $27,700 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $27,700 | 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 | $37,700 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $37,700 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $17,890,458 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $147,060,518 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $223,679,193 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$76,618,675 | 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 | 0.51000 | 0.49000 |
| Main St Spec Surgery | ||
| Outpatient Surgery Center | 0.42360 | 0.14660 |
| Hoag Outpatient Ctr | ||
| Endoscopy Center | 0.25630 | 0.74370 |
| Nwpt Bch Radiosrgry | ||
| Surgery Center | 0.50000 | 0.50000 |
| Nwpt Surgical Prtns | ||
| Surgery Center | 0.15000 | 0.60000 |
| Nwpt Bch Endoscopy | ||
| Endoscopy Center | 0.25630 | 0.74370 |
| Nwpt Bay Surgery Ctr | ||
| Surgery Center | 0.20000 | 0.80000 |
| 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 | 16250 Sand Canyon Ave | 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 |
| Strategy Attached | false | StrategyAttachedInd |
| 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 Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| 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. 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. THE FOLLOWING OUTLINES HOAG'S PRIORITY HEALTH ISSUES CHOSEN FOR ACTION DURING FY2016-FY2018. ACCESS TO CARE FOR VULNERABLE POPULATIONS STRATEGIES TO ADDRESS NEED PROVIDE FUNDING AND/OR IN KIND SUPPORT TO PRIMARY CARE CLINICS THAT SERVE PEDIATRICS THROUGH SENIORS PROVIDE FUNDING AND/OR IN KIND SUPPORT TO COMMUNITY NON-PROFIT ORGANIZATIONS THAT REDUCES BARRIERS TO ACCESSING CARE PROVIDE FUNDING AND/OR IN KIND SUPPORT TO WOMEN'S HEALTH SPECIALTY SERVICES CHRONIC DISEASE MANAGEMENT STRATEGIES TO ADDRESS NEED PROVIDE CHRONIC DISEASE MANAGEMENT EDUCATION AND SUPPORT GROUPS PROVIDE FUNDING AND/OR IN KIND SUPPORT TO COMMUNITY ORGANIZATIONS FOCUSED ON CHRONIC DISEASE MANAGEMENT MENTAL HEALTH STRATEGIES TO ADDRESS NEED PROVIDE PSYCHOTHERAPY IN INDIVIDUAL, GROUP, FAMILY, AND COUPLE FORMAT THROUGH HOAG'S MENTAL HEALTH CENTER PRIMARILY FOCUSED ON THE LOW INCOME POPULATION. INTEGRATE PSYCHIATRIC SERVICES FOR THE MENTAL HEALTH CENTER PROVIDE FUNDING AND/OR IN KIND SUPPORT TO COMMUNITY ORGANIZATIONS FOCUSED ON MENTAL HEALTH PREVENTATIVE HEALTH STRATEGIES TO ADDRESS NEED PROVIDE INFLUENZA IMMUNIZATION CLINICS FOR THE COMMUNITY PROVIDE HEALTH AND WELLNESS OUTREACH TO FAITH BASED ORGANIZATIONS THROUGH THE HEALTH MINISTRIES PROGRAM. PROVIDE FUNDING AND/OR IN KIND SUPPORT TO OBESITY PREVENTION PROGRAMS PROVIDE FUNDING AND/OR IN KIND SUPPORT TO NUTRITION EDUCATION PROVIDE FUNDING AND/OR IN KIND SUPPORT TO PHYSICAL ACTIVITY PROGRAMS PROVIDE SMOKING CESSATION CLASSES 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. |
| 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 http://www.hoag.org/Patients-Visitors/Billing-Information/Financial-Assist ance-Charity-Care.aspx Facility 2 http://www.orthopedichospital.com/For-Patients/After-Your-Visit/Financial- Assistance.aspx 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 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 | 4 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| Main St Specialty Surgery Center | ||||
| 280 Main St 100 | Orange | CA | 92868 | 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 | ||||
| 260 San Miguel | Newport Beach | CA | 92660 | Imaging Center |
| NEWPORT BEACH RADIOSURGERY | ||||
| 1605 AVOCADO AVE | NEWPORT BEACH | CA | 92660 | 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 http://www.hoag.org/documents/Community-Benefit-Reports/2015-Community-Ben efit-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 $674,336,552 AND $2,259,246,997, 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 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 ($27,700). |
| 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 | THE FOLLOWING FOOTNOTE COMES FROM THE CONSOLIDATED ST. JOSEPH HEALTH SYSTEM AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDING 6/30/15. PAGE 11 OF THE AUDITED FINANCIAL STATEMENTS - 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 (150) 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). 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 |
| 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. FOR MORE DETAILS ON THIS INFORMATION, PLEASE REFER TO THE 2015 COMMUNITY BENEFIT REPORT AT HTTP://WWW.HOAG.ORG/WHY-HOAG/PAGES/COMMUNITY-BENEFIT/REPORTS.ASPX 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 HAS A RELATIONSHIP WITH LOCAL COLLEGES AND UNIVERSITIES TO INVEST IN THE EDUCATION OF VARIOUS HEALTH PROFESSIONS ESPECIALLY WITH THE GROWING NEED OF BILINGUAL AND BICULTURAL HEALTH PROFESSIONALS IN ORANGE COUNTY. - 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). HOAG IS CURRENTLY BUILDING A PHYSICAL SITE FOR THIS CLINIC WHICH WILL SERVE PRIMARILY 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 FY 2015, THE CENTER PROVIDED MENTAL HEALTH SERVICES TO 746 CLIENTS IN THE FORM OF PSYCHOTHERAPY, RESOURCE BROKERING, AND/OR CASE MANAGEMENT. IN ADDITION, THE PROGRAM OFFERED PSYCHOTHERAPEUTIC AND PSYCHO EDUCATIONAL GROUPS TO 897 PARTICIPANTS. - THROUGH THE HOAG HEALTH MINISTRIES PROGRAM, THE FAITH COMMUNITY NURSE'S (FCN'S) ADMINISTERED 7,373 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 2015 SPIRITUALITY CONFERENCE - "GROWING IN LIFE'S TRANSITIONS". THE CONFERENCE WAS ATTENDED BY 175 COMMUNITY CLERGY, HEALTH CARE PROFESSIONALS 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 FY2015 AMOUNTED TO OVER $40 MILLION. - HOAG'S DEPARTMENT OF COMMUNITY HEALTH IS CURRENTLY DEVELOPING THE CENTER FOR HEALTHY LIVING, A UNIQUE COLLABORATIVE ENDEAVOR COMPRISING MANY OF ORANGE COUNTY'S LEADING NONPROFIT PROVIDERS OF HEALTH, MENTAL AND SPIRITUAL SERVICES. THE CENTER PLANS TO PROVIDE CULTURALLY SENSITIVE SERVICES AND RESOURCES THAT ENABLE PREVENTION, ADDRESS THE ROOT CAUSES OF DISEASE AND IMPROVE HEALTH OUTCOMES. |
| 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 (67 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 | HEALTHY LIFE STYLES |
| Access California Services | |||||||
| 2180 W Crescent AveC | Anaheim | CA | 92801 | 330826205 | 501(c)(3) | $45,000 | Expansion of Mental Health Program and other programs |
| Access Orange County | |||||||
| 1505 E17th St 209 | Santa Ana | CA | 92705 | 455011901 | 501(c)(3) | $40,000 | OUTPATIENT SURGERY PROGRAM |
| Age Well Senior Services (S County Sr Svc) | |||||||
| 24300 El Toro Rd BldgA 2000 | Laguna Woods | CA | 92637 | 931163563 | 501(c)(3) | $163,165 | Senior Transportation, Operations of programs, Mobile Meals |
| AID Service Foundation | |||||||
| 17982 Sky Park Circle J | Irvine | CA | 92614 | 330126481 | 501(c)(3) | $25,000 | PROGRAM DEVELOPMENT |
| Alzheimer's Family Services Center | |||||||
| 9451 Indianapolis Ave | Huntington Beach | CA | 92646 | 953463978 | 501(c)(3) | $1,441,230 | OPERATIONS, MATCHING GRTS, MISC GRANTS |
| American Lung Association | |||||||
| 1570 E 17th St F | Santa Ana | CA | 92705 | 950362650 | 501(c)(3) | $20,000 | ASTHMA EDUCATIONAL PROGRAMS |
| American Red Cross | |||||||
| 601 N Golden Circle | Santa Ana | CA | 92705 | 530196605 | 501(c)(3) | $10,000 | PILOT EDUCATIONAL PROGRAM |
| America on Track | |||||||
| 600 W Santa Ana 701 | Santa Ana | CA | 92701 | 330724044 | 501(c)(3) | $20,000 | HEALTH AND NUTRITION PROGRAMS |
| Boys & Girls Club Santa Ana | |||||||
| 250 N Golden Circle 104 | Santa Ana | CA | 92705 | 951893417 | 501(c)(3) | $25,000 | MIND, BODY AND SOUL PROGRAM |
| Cambodian Family | |||||||
| 1626 E 4th St | Santa Ana | CA | 92701 | 953854831 | 501(c)(3) | $50,000 | HEALTHY CHANGE PROGRAM |
| Casa Teresa Inc | |||||||
| 123 West Maple Ave | Orange | CA | 92866 | 953251986 | 501(c)(3) | $25,000 | Expansion of Education and Career Development Development |
| Center Orange County LGBT | |||||||
| 1605 N Spurgeon St | Santa Ana | CA | 92701 | 952934041 | 501(c)(3) | $20,000 | MENTAL HEALTH SVCS |
| Charitable Ventures of Orange County Inc | |||||||
| 1505 E 17th St 101 | Santa Ana | CA | 92705 | 208756660 | 501(c)(3) | $250,000 | Develop OC Women's Health Project's Operating Infrastructure |
| Childrens Hospital Orange County (CHOC) | |||||||
| 455 S Main St | Orange | CA | 92868 | 952321786 | 501(c)(3) | $640,000 | Pediatric Diabetes Services at Allen Diabetes Center |
| CHOC Foundation | |||||||
| 455 S Main St | Orange | CA | 92868 | 956097416 | 501(c)(3) | $200,000 | IUSD/CHOC Athletic Program, Pledge CVICU/NICU |
| City of Huntington Beach Council on Aging | |||||||
| 1706 Orange Ave | Huntington Beach | CA | 92648 | 510179431 | 501(c)(3) | $180,000 | Senior Transportation, Meals, & Project Self Sufficiency for HB Senior Center |
| City of Irvine | |||||||
| PO Box 19575 | Irvine | CA | 92623 | 952759391 | govt | $45,000 | MENTAL HEALTH |
| City of Newport Beach | |||||||
| PO Box 1768 | Newport Beach | CA | 92658 | 956000751 | govt | $106,000 | Oasis Senior Center Transportation Services |
| Orange County Fire Chief's Association | |||||||
| PO Box 3080 Rev Div | Newport Beach | CA | 92658 | 330027276 | 501(c)(3) | $50,685 | Orange County Alternate Destination Pilot program program |
| Community Senior Serv | |||||||
| 1200 N Knollwood Cir | Anaheim | CA | 92801 | 952771715 | 501(c)(3) | $10,000 | Support Nutritional programs |
| Council on Aging OC | |||||||
| 1971 East 4th St 200 | Santa Ana | CA | 92705 | 952874089 | 501(c)(3) | $10,000 | Just Imagine Luncheon |
| City of Costa Mesa | |||||||
| PO Box 1200 | Costa Mesa | CA | 92628 | 956005030 | govt | $106,710 | New ownership of Costa Mesa Senior Center, Senior Transportation |
| Costa Mesa Senior Center | |||||||
| 695 West 19th St | Costa Mesa | CA | 92627 | 338265009 | 501(c)(3) | $46,175 | Senior Transportation and program development |
| Crohn's & Colitis Foundation of America Inc | |||||||
| 3972 Barranca PkwyJ276 | Irvine | CA | 92606 | 136193105 | 501(c)(3) | $25,000 | Bowel Disease Education program |
| EMS Safety Services | |||||||
| 1046 Calle Recodo K | San Clemente | CA | 92673 | 330604523 | $5,452 | AED Provided to churches | |
| Epilepsy Support Network | |||||||
| 9114 Adams Ave 288 | Huntington Beach | CA | 92646 | 270681680 | 501(c)(3) | $25,000 | PROGRAM SUPPORT |
| Families Forward | |||||||
| 8 Thomas | Irvine | CA | 92618 | 330086043 | 501(c)(3) | $20,000 | Community Cares Program |
| Girls Incorporated of Orange County | |||||||
| 1815 Anaheim Ave | Costa Mesa | CA | 92627 | 951810150 | 501(c)(3) | $30,000 | Community programs - Fit Girls and Families |
| Goodwill Orange County | |||||||
| 410 N Fairview | Santa Ana | CA | 92703 | 951644018 | 501(c)(3) | $20,000 | Fitness Center |
| Healing Heart Camp Erin | |||||||
| 3130 S Harbor Blvd 250 | Santa Ana | CA | 92704 | 861098602 | 501(c)(3) | $25,000 | Help and support programs for grieving children children |
| Healthy Smiles | |||||||
| 10602 Chapman Ave 200 | Garden Grove | CA | 92840 | 383675065 | 501(c)(3) | $16,000 | Provide children's dental services at Oakview District in Huntington Bch |
| Human Options Inc | |||||||
| PO Box 53745 | Irivne | CA | 92619 | 953667817 | 501(c)(3) | $125,000 | Grant Support for programs |
| Infection Disease Association of California | |||||||
| PO Box 66751 | Los Angeles | CA | 90006 | 954106813 | 501(c)(3) | $15,000 | Sponsorship: Educational Conference |
| Illumination Foundation | |||||||
| 2691 Richter Ave 107 | Irvine | CA | 92606 | 711047686 | 501(c)(3) | $15,000 | Healthcare & Outreach |
| Irvine Adult Day Health Services | |||||||
| 20 Lake Road | Irvine | CA | 92604 | 330599371 | 501(c)(3) | $121,469 | Expansion of Educational programs and Senior Transportation Transportation |
| Irvine Childrens Fund | |||||||
| 14301 Yale Ave | Irvine | CA | 92604 | 330177921 | 501(c)(3) | $45,000 | Provides Before and After School Child Care Scholarships Scholarships |
| Irvine Community Drug Prevention Coalition | |||||||
| 19 Mariposa | Ivine | CA | 92604 | 330084831 | 501(c)(3) | $20,000 | Drug Prevention program |
| Irvine Public Schools Foundation | |||||||
| 18552 MacArthur Blvd 2300 | Irvine | CA | 92612 | 330733191 | 501(c)(3) | $100,000 | Pledge for matching funds Generation Wall Hoag Irvine |
| Jewish Federation & Family Services | |||||||
| 1 Federation Way Suite 220 | Irvine | CA | 92603 | 952407026 | 501(c)(3) | $40,000 | Sponsorship: Chicken Soup for the Silver Soul |
| JDRF international | |||||||
| 179922 Mitchell S Ste 100 | Irvine | CA | 92614 | 231907729 | 501(c)(3) | $41,000 | program development |
| Laguna Beach Senior Center | |||||||
| 380 Third St | Laguna Beach | CA | 92651 | 952983350 | 501(c)(3) | $24,000 | Feeling the Blues |
| Latino Health Access | |||||||
| 1701 N Main St 200 | Santa Ana | CA | 92706 | 330562943 | 501(c)(3) | $135,000 | Grants for Latino Health problems, Diabetes, etc |
| Laurel House | |||||||
| One Hope Dr | Tustin | CA | 92782 | 300611748 | 501(c)(3) | $15,000 | Home for Teens |
| Mariposa Women and Family Center | |||||||
| 812 W Town Country Rd | Orange | CA | 92866 | 953626580 | 501(c)(3) | $25,000 | Community Counseling Program |
| MOMS Orange County | |||||||
| 1128 W Santa Ana | Santa Ana | CA | 92703 | 330518078 | 501(c)(3) | $95,000 | Support educational programs |
| National Kidney Foundation | |||||||
| 15490 Ventura Blvd 210 | Sherman Oaks | CA | 91403 | 951998472 | 501(c)(3) | $25,000 | OC Kidney Walk |
| Newport -Mesa Unified School District | |||||||
| 2985 A Bear St | Costa Mesa | CA | 92626 | 952417783 | GOVT | $642,376 | Expansion of 13 programs for the HOPE Clinic |
| Oakview Renewal Partnership | |||||||
| PO Box 3476 | Huntington Beach | CA | 92505 | 611495237 | 501(c)(3) | $200,000 | Sustaining Fund |
| ONE OC | |||||||
| 1901 E Fouth St 100 | Santa Ana | CA | 92705 | 952021700 | 501(c)(3) | $200,000 | Grants & Contributions to other Non-profit service organizations |
| Orange County Dept of Ed | |||||||
| 200 Kalmus Dr | Costa Mesa | CA | 92628 | 956000943 | 501(c)(3) | $120,000 | Addresses student success & wellness |
| Orange County Human Relations | |||||||
| 1300 S Grand Ave Bldg B | Santa Ana | CA | 92705 | 330438086 | 501(c)(3) | $57,500 | Bridges School Inter Group Relations & Violence Prevention programs |
| Orange County United Way | |||||||
| 180125 Mitchell Ave South | Irvine | CA | 92614 | 330047994 | 501(c)(3) | $52,719 | Loan Exec. Program |
| Pediatric Adolescent Diabetes Research | |||||||
| 455 South Main St | Orange | CA | 92868 | 330099451 | 501(c)(3) | $106,072 | Diabetes Education |
| Planned Parenthood Orange & San Bernardino | |||||||
| 700 S Tustin Street | Orange | CA | 92866 | 956152773 | 501(c)(3) | $100,000 | Renovation of Costa Mesa Health Center |
| Providence Speech & Hearing Center | |||||||
| 1301 Providence Ave | Orange | CA | 92868 | 956154473 | 501(c)(3) | $135,000 | Low income subsidy program and El Sol Clinic Collaborative |
| Save Our Youth | |||||||
| 661 Hamilton 180 | Costa Mesa | CA | 92627 | 330585600 | 501(c)(3) | $25,000 | Operating support |
| Seneca Family of Agencies | |||||||
| 18302 Irvine Blvd 300 | Tustin | CA | 92780 | 942971761 | 501(c)(3) | $20,000 | Mental Health Clinics |
| Serve the People Health Center | |||||||
| 1206 E 17th St 101 | Santa Ana | CA | 92701 | 270421556 | 501(c)(3) | $25,000 | DentaL Care |
| Share Our Selves Clinic | |||||||
| 1550 Superior Ave | Costa Mesa | CA | 92627 | 953222316 | 501(c)(3) | $1,926,460 | Bridge funding |
| Someone Cares Soup Kitchen | |||||||
| 720 W 19th St | Costa Mesa | CA | 92627 | 330279080 | 501(c)(3) | $10,000 | Supports programs to feed the underserved |
| St Joachim Catholic Church | |||||||
| 1964 Orange Ave | Costa Mesa | CA | 92627 | 953855154 | 501(c)(3) | $10,000 | Priest provides services for Hoag Hospital |
| Strength in Support (SIS) | |||||||
| 23046 Aven dela Carlota | Laguna Hills | CA | 92653 | 461896501 | 501(c)(3) | $25,000 | 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 | Breast Health Screening for Latinas/African Americans |
| Sweet Success Express Program | |||||||
| PO Box 9705 | Fountain Valley | CA | 92728 | 342044369 | 501(c)(3) | $15,000 | Diabetes Education |
| Youth Employment Services | |||||||
| 114 East 19th St | Costa Mesa | CA | 92627 | 952704522 | 501(c)(3) | $20,000 | Provide pre-employemnt training, job counseling to young people |
| 2 1 1 Orange County | |||||||
| POBox 14277 | Irvine | CA | 92623 | 330063532 | 501(c)(3) | $50,000 | 211 Information/Referral Call Centger operating support support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 66 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Freedom from Smoking | 1 | $6,000 | FMV |
| CPR Training | 1 | $4,731 | FMV |
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 CB 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) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 | $556,186 | $0 | $295,295 | $0 | $100,568 | $0 | $4,230 | $0 | $35,058 | $0 | $991,337 | $0 | $0 |
| Jack Cox | ||||||||||||||
| SVP & Chief Quality Officer | $422,904 | $0 | $57,786 | $0 | $1,486,468 | $0 | $135,769 | $0 | $8,792 | $0 | $2,111,719 | $0 | $1,424,464 | $0 |
| Richard Martin | ||||||||||||||
| SVP & Chief Nursing Officer | $436,576 | $0 | $62,932 | $0 | $2,863 | $0 | $41,487 | $0 | $8,418 | $0 | $552,276 | $0 | $0 | $0 |
| Jennifer Mitzner | ||||||||||||||
| SVP, CFO-S CA Region | $261,283 | $241,652 | $510,754 | $0 | $202,521 | $47,351 | $33,820 | $799 | $0 | $12,270 | $1,008,378 | $302,072 | $200,488 | $0 |
| Sanford Smith | ||||||||||||||
| SVP Real Estate & Facilities | $394,870 | $0 | $56,906 | $0 | $2,863 | $0 | $58,841 | $0 | $9,602 | $0 | $523,082 | $0 | $0 | $0 |
| Timothy C L Moore | ||||||||||||||
| SVP & Chief Info Officer | $418,171 | $0 | $55,542 | $0 | $3,143 | $0 | $28,212 | $0 | $25,928 | $0 | $530,996 | $0 | $0 | $0 |
| Cynthia Perazzo | ||||||||||||||
| SVP Strategic & Business Dvpmt | $394,870 | $0 | $56,906 | $0 | $1,065 | $0 | $24,770 | $0 | $15,868 | $0 | $493,479 | $0 | $0 | $0 |
| Flynn Andrizzi | ||||||||||||||
| SVP/Pres. HHF/Board Member HCS | $387,191 | $0 | $79,421 | $0 | $6,008 | $0 | $23,176 | $0 | $25,928 | $0 | $521,724 | $0 | $0 | $0 |
| Jan Blue | ||||||||||||||
| SVP Human Resources | $344,424 | $0 | $49,648 | $0 | $5,131 | $0 | $22,137 | $0 | $8,718 | $0 | $430,058 | $0 | $0 | $0 |
| Kris Iyer MD | ||||||||||||||
| VP SR & CAO HMTS | $385,424 | $0 | $100,712 | $0 | $57,064 | $0 | $13,000 | $0 | $1,572 | $0 | $557,772 | $0 | $0 | $0 |
| Nina Robinson | ||||||||||||||
| VP Marketing and Corp Comm. | $246,141 | $0 | $274,301 | $0 | $1,988 | $0 | $13,000 | $0 | $930 | $0 | $536,360 | $0 | $0 | $0 |
| Gwyn Parry | ||||||||||||||
| Director of Community Medicine | $284,953 | $0 | $19,737 | $0 | $5,636 | $0 | $16,900 | $0 | $14,313 | $0 | $341,539 | $0 | $0 | $0 |
| Terri Cammarano | ||||||||||||||
| VP Legal | $100,130 | $0 | $289,531 | $0 | $523,871 | $0 | $15,525 | $0 | $6,985 | $0 | $936,042 | $0 | $0 | $0 |
| Michael Brand-Zawadzki | ||||||||||||||
| Executive Medical Director COE | $428,435 | $0 | $106,975 | $0 | $28,459 | $0 | $13,660 | $0 | $17,181 | $0 | $594,710 | $0 | $0 | $0 |
| Randal Ray | ||||||||||||||
| Director of Revenue Cycle | $59,621 | $0 | $28,385 | $0 | $272,437 | $0 | $5,534 | $0 | $2,588 | $0 | $368,565 | $0 | $0 | $0 |
| Richard Afable MD | ||||||||||||||
| Fmr Pres,CEO,BM/BM HHF/SJH EVP | $0 | $734,253 | $0 | $282,505 | $0 | $137,561 | $0 | $3,069 | $0 | $32,558 | $0 | $1,189,946 | $0 | $0 |
| Andrew Guarni | ||||||||||||||
| CFO | $234,998 | $0 | $68,120 | $0 | $2,684 | $0 | $15,626 | $0 | $12,306 | $0 | $333,734 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | SUPPLEMENTAL COMPENSATION INFORMATION THE PREVIOUS CHIEF QUALITY OFFICER (JACK COX) WAS PROVIDED WITH A RELOCATION LOAN IN ACCORDANCE WITH HIS EMPLOYMENT CONTRACT. EACH YEAR THERE IS IMPUTED INCOME THAT IS GROSSED UP FOR TAX PURPOSES WHICH IS REPORTED AS TAXABLE INCOME TO THE EXECUTIVE AND INCLUDED IN COLUMN B (III) OF PART II. THE RELOCATION LOAN WAS SUBSEQUENTLY PAID IN FULL AND THERE WAS NO OUTSTANDING BALANCE AT THE END OF TAX YEAR 2014. |
| SCHEDULE J, PART I, LINE 3 | 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 | TERRI CAMMARANO RECEIVED A $523,463 SEVERANCE PAYMENT. RANDAL RAY RECEIVED A $248,734 SEVERANCE PAYMENT. NINA ROBINSON RECEIVED A $246,397 CHANGE IN CONTROL PAYMENT AS A RESULT OF THE AFFILIATION WITH ST. JOSEPH HEALTH SYSTEM. JENNIFER MITZNER RECEIVED A $315,976 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: JENNIFER MITZNER - $200,488. JACK COX - $1,424,464. THE ORGANIZATION MAINTAINS A LEGACY DEFERRED COMPENSATION PLAN THAT IS FROZEN (NO NEW CONTRIBUTION CAN BE MADE). |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $0 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ALEXANDER EASTON | |||
| SEE PART V | $13,753 | SEE PART V | false |
| MELISSA DICKERSON | |||
| SEE PART V | $81,423 | SEE PART V | false |
| NEWPORT EMERGENCY MEDICAL GROUP | |||
| SEE PART V | $268,500 | SEE PART V | false |
| HOAG MEDICAL GROUP | |||
| SEE PART V | $151,568 | SEE PART V | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | BUSINESS RELATIONSHIPS LINE (1) - JAKE EASTON III, BOARD MEMBER, IS THE FATHER OF ALEXANDER EASTON WHO WORKS AT HOAG IN THE EMERGENCY DEPARTMENT. LINE (2) - TIMOTHY MOORE, 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) - 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 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 PROGRAMS TO ASSIST THE UNDERSERVED IN THE COMMUNITY. THESE INCLUDE MENTAL HEALTH SERVICES, COMMUNITY CASE MANAGEMENT AND HEALTH MINISTRIES COORDINATION. IN ADDITION TO THESE SERVICES, MANY OTHER HOAG DEPARTMENTS PROVIDE COMMUNITY HEALTH SERVICES INCLUDING EDUCATION AND SUPPORT GROUPS WHICH ARE FREE TO THE COMMUNITY. HOAG ALSO HAS SUBSTANTIAL RELATIONSHIPS WITH LOCAL COLLEGES AND UNIVERSITIES TO INVEST IN THE EDUCATION OF VARIOUS HEALTH PROFESSIONS. COMMUNITY BENEFIT GRANTS SUPPORT HOAG HEALTH ASSOCIATES- 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 EIGHT URGENT CARE CENTERS AND SIX 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. 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 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. HOAG HAS BEEN NAMED ONE OF THE BEST REGIONAL HOSPITALS IN THE U.S. NEWS & WORLD REPORT METRO EDITION. THE ORGANIZATION RANKED HIGH-PERFORMING IN GASTROENTEROLOGY AND GI SURGERY, GERIATRICS, AND GYNECOLOGY. NATIONAL RESEARCH CORPORATION HAS ENDORSED HOAG AS ORANGE COUNTY'S MOST PREFERRED HOSPITAL FOR THE PAST 20 CONSECUTIVE YEARS, AND FOR AN UNPRECEDENTED 20 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 17 MEMBERS WITH REPRESENTATIVES FROM THE HOAG COMMUNITY AND MEDICAL STAFF. THE HOSPITALS' CHIEF EXECUTIVE OFFICER IS ALSO SEATED ON THE BOARD AS A VOTING MEMBER. 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 PROGRAM'S 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 2015, 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 746 CLIENTS IN THE FORM OF PSYCHOTHERAPY, RESOURCE BROKERING, AND/OR CASE MANAGEMENT. IN ADDITION, THE PROGRAM OFFERED PSYCHOTHERAPEUTIC AND PSYCHO EDUCATIONAL GROUPS TO 897 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. 44% 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 MENTAL HEALTH CENTER ALSO PROVIDED A SUPERVISED CLINICAL INTERNSHIP TRAINING PROGRAM FOR 14 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 572.5 DIRECT CLINICAL SUPERVISION HOURS PROVIDED TO THE GROUP. HEALTH MINISTRIES HOAG HEALTH MINISTRIES CELEBRATES ITS TWENTY-EIGHTH YEAR OF SERVING ORANGE COUNTY FAITH COMMUNITIES THROUGH THE FAITH COMMUNITY NURSING (FCN) PROGRAM. THE PROGRAM HAS GROWN TO 64 VOLUNTEER FCN'S WHO DEDICATE THEIR TIME AND SERVICE TO THOSE IN NEED AT 33 CONGREGATIONS THROUGHOUT ORANGE COUNTY. ALL DENOMINATIONS ARE WELCOME TO PARTICIPATE IN THIS SPIRITUALLY CENTERED WELLNESS PROGRAM, WHICH SEEKS TO INCORPORATE A BALANCE OF THE MIND, BODY AND SPIRIT. EACH FCN WORKS INDEPENDENTLY WITHIN THEIR CONGREGATION IN CREATING INDIVIDUAL AND POPULATION HEALTH BASED PREVENTIVE HEALTH PROGRAMS SPECIFIC TO THE NEEDS, BELIEFS AND PRACTICES UNIQUE TO THEIR FAITH TRADITIONS. DURING FY 2015, HEALTH MINISTRIES - COMPRISED OF 9 DENOMINATIONS AMONGST THE 33 FAITH BASED PARTNERSHIPS - DONATED 8,000 VOLUNTEER RN HOURS AT THE LOCAL, NATIONAL AND INTERNATIONAL LEVEL - TOUCHED THE LIVES OF MORE THAN 45,000 CONGREGANTS - ADMINISTERED 7,373 FLU VACCINE DOSES TO |
| FORM 990, PART VI, LINE 2 | FAMILY OR BUSINESS RELATIONSHIPS - OFFICERS ROBERT BRAITHWAITE, JOHN L. BENNER (BOARD SECRETARY OF HMHP), GARY MCKITTERICK (BOARD CHAIR OF HMHP) AND BOARD MEMBER MICHAEL D. STEPHENS, AND KEY EMPLOYEE JENNIFER MITZNER HAVE A BUSINESS RELATIONSHIP. - BOARD MEMBERS DENNIS GILMORE AND VIRGINIA UEBERROTH HAVE A BUSINESS RELATIONSHIP. - OFFICER ROBERT BRAITHWAITE, AND KEY EMPLOYEES JENNIFER MITZNER AND KRIS IYER 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 MEEING 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 6-30-15. 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 CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) ARE REVIEWED 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 KEY EXECUTIVES. THE COMPENSATION COMMITTEE'S RECOMMENDATIONS RELATIVE TO EXECUTIVE COMPENSATION ARE REVIEWED AND APPROVED BY THE COMMITTEE, WHOSE MINUTES DOCUMENT THAT THE APPROVED COMPENSATION IS DEEMED REASONABLE. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE FOR IN EXCESS OF 37 YEARS. THIS PROCESS WAS LAST COMPLETED IN 2015. |
| 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/CODEOFCONDUCT_2014.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 (18,248,330) EXCLUDED SERVICES PER SJH AFFILIATION 84,857 UBI GAIN FROM PARTNERSHIPS/LLC'S (26,513) UNCOLLECTIBLE PLEDGES (245,321) ============= TOTAL (18,435,307) |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PHYSICIAN FEE TOTAL FEES:22895580 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED SERVICE TOTAL FEES:57862082 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:HMO PURCHASED SERVICE TOTAL FEES:41852363 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 Box 6100 | Newport Beach | CA | 92663 | 331127904 | Medical Bldg | CA | $12,995,319 | $156,743,516 | HMHP |
| Hoag Outpatient Therapies | |||||||||
| One Hoag Drive | Newport Beach | CA | 92663 | 471467227 | Outpat therap | CA | $538,000 | $947,500 | HMHP |
| Hoag Neurobehavioral Health LLC | |||||||||
| One Hoag Drive | Newport Beach | CA | 92663 | 473282694 | Medical Svcs | CA | $0 | $0 | HMHP |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| COVENANT HEALTH NETWORK INC | ||||||||||
| 3345 MICHELSON DRIVE STE 100 | IRVINE | CA | 92612 | 461259908 | HEALTHCARE | CA | 501(C)(3) | 11,III | SJHS | Yes (true) |
| COVENANT ACO | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11,I | CHS | Yes (true) |
| COVENANT HEALTH SYSTEM | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS | Yes (true) |
| COVENANT HEALTH SYSTEM FOUNDATION | ||||||||||
| 3623 22ND PLACE | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | Yes (true) |
| COVENANT MEDICAL GROUP | ||||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| COVENANT HEALTH PARTNERS | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 463516417 | HEALTHCARE | TX | 501(C)(3) | 11,I | CHS | Yes (true) |
| HOAG CHARITY SPORTS | ||||||||||
| 330 PLACENTIA AVE | NEWPORT BEACH | CA | 92663 | 452982422 | SUPPORT | CA | 501(C)(3) | 7 | HHF | Yes (true) |
| HOAG HOSPITAL FOUNDATION | ||||||||||
| 330 PLACENTIA AVE | NEWPORT BEACH | CA | 92663 | 953222343 | FUNDRAISING | CA | 501(C)(3) | 7 | HMHP | Yes (true) |
| 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 | ||||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| METHODIST HOSPITAL LEVELLAND | ||||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| METHODIST HOSPITAL PLAINVIEW | ||||||||||
| 2601 DIMMITT ROAD | PLAINVIEW | TX | 79072 | 752426010 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| MISSION HOSPITAL REGIONAL MEDICAL CTR | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | CHN | Yes (true) |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| REDWOOD MEMORIAL FOUNDATION | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 942779313 | HEALTHCARE | CA | 501(C)(3) | 7 | RMH | Yes (true) |
| REDWOOD MEMORIAL HOSPITAL | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| SANTA ROSA MEMORIAL HOSPITAL | ||||||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| SISTERS OF ST JOSEPH OF ORANGE | ||||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA | false |
| SRM ALLIANCE HOSPITAL SERVICES (PVH) | ||||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | HEALTHCARE | CA | 501(C)(3) | 3 | SRMH | Yes (true) |
| ST JOSEPH HEALTH MINISTRY | ||||||||||
| 3345 MICHELSON DRIVE STE 100 | IRVINE | CA | 92612 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | SSJO | false |
| ST JOSEPH HEALTH SYSTEM | ||||||||||
| 3345 MICHELSON DRIVE STE 100 | IRVINE | CA | 92612 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJHM | false |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||||||||||
| 3345 MICHELSON DRIVE STE 100 | IRVINE | CA | 92612 | 330143024 | HEALTHCARE | CA | 501(C)(3) | 7 | SJHS | Yes (true) |
| ST JOSEPH HOME CARE NETWORK | ||||||||||
| 1111 SONOMA STE 308 | SANTA ROSA | CA | 95405 | 680331084 | HEALTHCARE | CA | 501(C)(3) | 9 | SJHS | Yes (true) |
| ST JOSEPH HOSPITAL OF EUREKA | ||||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| ST 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 (18 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 | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COVENANT LONG-TERM CARE LP | ||||||||||||||
| SEE PART VII | LUBBOCK | TX | 79410 | 205033419 | HEALTHCARE | TX | NA | N/A | ||||||
| HEALTHCARE DESIGN & CONSTRUCT | ||||||||||||||
| SEE PART VII | LA PALMA | CA | 906231052 | 462611662 | REAL ESTATE | DE | NA | N/A | ||||||
| HEALTHCARE PROPERTY ADVISORS | ||||||||||||||
| SEE PART VII | LA PALMA | CA | 906231052 | 465497794 | REAL ESTATE | DE | NA | N/A | ||||||
| HERITAGE INVESTMENT GROUP | ||||||||||||||
| SEE PART VII | ORANGE | CA | 92868 | 271000061 | INVESTMENTS | CA | NA | N/A | ||||||
| HOAG ORTHOPEDIC INSTITUTE | ||||||||||||||
| SEE PART VII | NEWPORT BEACH | CA | 92658 | 611588294 | HEALTHCARE | CA | HMHP | RELATED | $17,202,500 | $49,019,621 | false | Yes (true) | 0.51000 | |
| LUBBOCK SURGERY CENTER LTD | ||||||||||||||
| SEE PART VII | LUBBOCK | TX | 79410 | 752177401 | HEALTHCARE | TX | NA | N/A | ||||||
| METHODIST DIAGNOSTIC IMAGING | ||||||||||||||
| SEE PART VII | LUBBOCK | TX | 79410 | 752343261 | HEALTHCARE | TX | NA | N/A | ||||||
| MISSION AMBULATORY SURGICENTER | ||||||||||||||
| SEE PART VII | MISSION VIEJO | CA | 92691 | 330355575 | HEALTHCARE | CA | NA | N/A | ||||||
| NEWPORT IMAGING CENTER | ||||||||||||||
| SEE PART VII | NEWPORT BEACH | CA | 92660 | 330191776 | HEALTHCARE | CA | HMHP | RELATED | $1,044,171 | $1,160,753 | false | Yes (true) | 0.99980 | $0 |
| SHA LLC | ||||||||||||||
| SEE PART VII | AUSTIN | TX | 78750 | 752569094 | INSURANCE | TX | NA | N/A | ||||||
| ST JOSEPH PHYSICIAN VENTURES | ||||||||||||||
| SEE PART VII | ORANGE | CA | 928682012 | 454521884 | 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 | ||||||||||||||
| SEE PART VII | ORANGE | CA | 928682012 | 330282945 | HOME HEALTH | CA | NA | N/A | ||||||
| THE INNOVATION INSTITUTE | ||||||||||||||
| SEE PART VII | LA PALMA | CA | 906231052 | 900745066 | HEALTHCARE | DE | NA | N/A | ||||||
| TOTAL HEALTH ENVIRONMENT | ||||||||||||||
| SEE PART VII | LA PALMA | CA | 906231052 | 464807513 | HEALTHCARE | DE | NA | N/A | ||||||
| ADVANCED SURGERY INSTITUTE LLC | ||||||||||||||
| HEALTHCARE | CA | NA | N/A | |||||||||||
| NORTH BAY ENDOSCOPY CENTER | ||||||||||||||
| HEALTHCARE | CA | NA | N/A | |||||||||||
| NEWPORT BAY SURGERY CENTER | ||||||||||||||
| 3333 W PACIFIC COAST HIGHWAY STE | NEWPORT BEACH | CA | 92663 | 562518360 | HEALTHCARE | CA | HMHP | RELATED | $38,178 | $1,958,971 | false | Yes (true) | 0.20000 | $0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE PHYSICIAN SERVICES | |||||||||||||||||
| INACTIVE | CA | NA | C-CORP | ||||||||||||||
| AMERICAN UNITY GROUP LTD | |||||||||||||||||
| CAPTIVE INSURANCE | NA | C-CORP | 90 PITTS BAY ROAD | PEMBROKE | BD | HM08 | BD | ||||||||||
| COASTAL MANAGEMENT SERVICES ORGANIZATION | |||||||||||||||||
| HEALTHCARE | CA | HMHP | C-CORP | 1 HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 330676831 | $295,988 | $722,493 | 1.00000 | Yes (true) | |||||
| DATU HEALTH INC | |||||||||||||||||
| IT SVCS | MO | NA | C-CORP | 16150 MAIN CIRCLE DR SUITE 250 | CHESTERFIELD | MO | 92658 | 463070062 | |||||||||
| HMTS INC | |||||||||||||||||
| HEALTHCARE | CA | HMHP | C-CORP | 1 HOAG DRIVE | NEWPORT BEACH | CA | 63017 | 453583707 | $8,205,368 | $3,351,462 | 0.95000 | Yes (true) | |||||
| HOAG MANAGEMENT SERVICES INC | |||||||||||||||||
| HEALTHCARE | CA | HMHP | C-CORP | 1 HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 330731587 | $32,363,623 | $93,706,708 | 1.00000 | Yes (true) | |||||
| HPA REALTY INC | |||||||||||||||||
| REAL ESTATE | CA | NA | C-CORP | 1 CENTERPOINTE DRIVE SUITE 200 | LA PALMA | CA | 92658 | 300835291 | |||||||||
| LUBBOCK METHODIST HOSP PRACTICE MGMT | |||||||||||||||||
| INACTIVE | TX | NA | C-CORP | 2107 OXFORD STREET STE 300 | LUBBOCK | TX | 90623 | 752578995 | |||||||||
| LUBBOCK METHODIST HOSPITAL SVCS | |||||||||||||||||
| HEALTHCARE | TX | NA | C-CORP | PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | |||||||||
| MISSION VIEJO MEDICAL VENTURES | |||||||||||||||||
| HEALTHCARE | CA | NA | C-CORP | 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 79410 | 330212905 | |||||||||
| ST JOSEPH HEALTH | |||||||||||||||||
| HOLDING COMPANY | CA | NA | C-CORP | 3345 MICHELSON DRIVE SUITE 100 | IRVINE | CA | 92691 | 462340232 | |||||||||
| ST JOSEPH HEALTH SOURCE INC | |||||||||||||||||
| HEALTHCARE | CA | NA | C-CORP | 3345 MICHELSON DRIVE SUITE 100 | IRVINE | CA | 92612 | 461900168 | |||||||||
| ST JOSEPH PROF SVCS ENTERPRISES INC | |||||||||||||||||
| HEALTHCARE | CA | NA | C-CORP | 3345 MICHELSON DRIVE SUITE 100 | IRVINE | CA | 92612 | 330155323 | |||||||||
| ST JOSEPH YORBA PARK | |||||||||||||||||
| INACTIVE | CA | NA | C-CORP | ||||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | 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 (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOAG HOSPITAL FOUNDATION | ||
| a | $219,250 | ACCRUAL |
| HOAG ORTHOPEDIC INSTITUTE | ||
| c | $15,945,831 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| c | $15,714,646 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| l | $90,000 | ACCRUAL |
| COASTAL MANAGEMENT SERVICE ORGANIZATION | ||
| l | $164,014 | ACCRUAL |
| NEWPORT IMAGING CENTER | ||
| l | $50,163 | ACCRUAL |
| HOAG MANAGEMENT SERVICES | ||
| m | $1,679,866 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| j | $329,682 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| q | $8,261,056 | ACCRUAL |
| HOAG ORTHOPEDIC INSTITUTE | ||
| l | $9,180,597 | ACCRUAL |
| ST JOSEPH HERITAGE HEALTHCARE | ||
| B | $18,233,231 | ACCRUAL |
| ST JOSEPH HERITAGE HEALTHCARE | ||
| M | $4,483,331 | 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 HEALTHCARE DESIGN AND CONSTRUCTION EIN: 46-2611662 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HEALTHCARE PROPERTY ADVISORS, LLC EIN: 46-5497794 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET, STE 1000, ORANGE, CA 92868 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE 362, MISSION VIEJO, CA 92691 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183, AUSTIN, TX 78750 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 100, ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 200 ORANGE, CA 92868-2012 THE INNOVATION INSTITUTE EIN: 90-0745066 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 TOTAL HEALTH ENVIRONMENT EIN: 46-4807513 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 ADVANCED SURGERY INSTITUTE LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD SUITE 110, PETALUMA, CA 94954 NEWPORT BAY SURGERY CENTER EIN: 56-2518360 ADDRESS: 3333 W. PAC COAST HIGHWAY, STE 100, NEWPORT BEACH, CA 92663 | ExplanationTxt |