2015-07-14T14:30:45-05:00 2014-08-31 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2013-09-01 946174066 STANFORD HEALTH CARE % CONTROLLER STAN 6507234000 300 Pasteur Drive MC 5555 Suite Stanford CA 94305 DANIEL MORISSETTE CFO 6507234000 2015-07-13 true GWEN SPENCER P00641463 6507234000 2013 2016-02-25 16:41:14Z DANIEL J MORISSETTE CFO 300 PASTEUR DRIVE MC 5516 STANFORD CA 94305 3104900997 false X http://www.stanfordhealthcare.org X 1957 CA SEE SCHEDULE O 26 19 9694 1425 1601777 -249796 51938863 48284030 2605608068 2863956261 118600422 192660706 0 0 2776147353 3104900997 239372 391940 0 0 1019136277 1139249002 0 0 9043225 1341242771 1454790328 2360618420 2594431270 415528933 510469727 4188161303 4666877348 1952514280 2002864325 2235647023 2664013023 X SEE SCHEDULE O. false false 2377336131 391940 2863956261 SEE SCHEDULE O. 2377336131 true true false true false false false true false true true true false true true true false true false true true false false false false false true true true false true true false false false false false true false false false true true false false false true true true true false false true X 775 0 true 9694 true true true true BD false false false true true false false false false X 26 19 true false true false true true true true true false false false true true true true true true true true true CA X CONTROLLER 6507234000 1510 PAGE MILL ROAD M/C 5555 PALO ALTO CA 94304 X SUSAN L BOSTROM DIRECTOR (SEE SCHEDULE O) 2.0 X MARIANN BYERWALTER CHAIR (SEE SCHEDULE O) 2.0 2.0 X BRET COMOLLI DIRECTOR 2.0 X BRUCE COZADD DIRECTOR (SEE SCHEDULE O) 2.0 X MARY CRANSTON DIRECTOR 2.0 2.0 X CHRISTOPHER DAWES DIRECTOR 2.0 50.0 X 0 1371522 369620 CHANDLER EVANS DIRECTOR (SEE SCHEDULE O) 2.0 X JOHN FREIDENRICH DIRECTOR 2.0 X JOHN GOLDMAN DIRECTOR 2.0 X LORI GOLER DIRECTOR 2.0 X JOHN GUNN VICE CHAIR (SEE SCHEDULE O) 2.0 2.0 X FRED HARMAN DIRECTOR 2.0 X JOEL HYATT DIRECTOR 2.0 X RON JOHNSON VICE CHAIR (SEE SCHEDULE O) 2.0 2.0 X CHARLES KOOB DIRECTOR 2.0 1.0 X CHIEN LEE DIRECTOR 2.0 X JOHN LEVIN CHAIR (SEE SCHEDULE O) 2.0 X TED LOVE MD DIRECTOR (SEE SCHEDULE O) 2.0 1.0 X LINDA MEIER DIRECTOR 2.0 X LLOYD B MINOR MD DIRECTOR 2.0 52.0 X 0 1727637 375607 JOHN MORGRIDGE DIRECTOR 2.0 10.0 X 0 44247 0 WOODROW A MYERS MD DIRECTOR 2.0 X MARGARET RAFFIN DIRECTOR (SEE SCHEDULE O) 2.0 X CHRISTOPHER REDLICH DIRECTOR 2.0 X KATHY RENSCHLER MD DIRECTOR (SEE SCHEDULE O) 2.0 X NORMAN RIZK MD DIRECTOR 2.0 51.0 X 0 955639 27928 AMIR DAN RUBIN DIRECTOR/CEO 50.0 4.0 X X 2864651 0 347333 JOHN SCULLY DIRECTOR 2.0 X ANN WEINACKER MD DIRECTOR (SEE SCHEDULE O) 2.0 50.0 X 0 496985 50095 MARK WELTON MD DIRECTOR (SEE SCHEDULE O) 2.0 50.0 X 0 431203 83759 SCOTT WOOD MD DIRECTOR (SEE SCHEDULE O) 2.0 X WILLIAM YOUNGER DIRECTOR 2.0 X JAMES HEREFORD COO 50.0 2.0 X 902203 0 99442 DANIEL MORISSETTE CFO 50.0 2.25 X 1224105 0 143313 NANCY LEE CNO & VP PATIENT CARE SRVCS 50.0 X 508884 0 61356 PRAVENE NATH CHIEF MED INFO OFFICER 50.0 X 631894 0 67696 MARK TORTORICH VP DESIGN, PLAN, CONSTRUCTION 25.0 25.0 X 421955 0 46569 DOUGLAS GUNDERSON VP - OPS DIAG & TREAT SVCS 50.0 X 413987 0 55839 BRUCE HARRISON VP NETWORK DEV. 25.0 25.0 X 671475 0 110818 SRIDHAR SESHADRI VP CANCER CTR&CHIEF HEART CTR 50.0 X 552287 0 59634 JENNIFER VARGAS VP BUS DEVELOPMENT 50.0 1.25 X 713669 0 120373 Helen Wilmot VP TRSN & STRATEGIC SPACE PLNG 50.0 X 499412 0 47674 DAVID CONNOR VP - FINANCE 50.0 X 541010 0 42288 JERROLD MAKI VP SPECIAL PROJECTS 50.0 X 438896 0 37749 10384428 5027233 2147093 3018 true true false STANFORD UNIVERSITY 651 SERRA STREET STANFORD CA 94305 PROF. SERVICES 436846234 CLARKMCCARTHY CONSTRUCTION 343 SANSOME ST 14TH FLOOR SAN FRANCISCO CA 94104 CONSTRUCTION COMPANY 67515545 ACCENTURE LLP 161 N CLARK STREET CHICAGO IL 60601 I/T CONSULTING 41782412 VANCE BROWN INC 3197 PARK BLVD PALO ALTO CA 94306 CONSTRUCTION COMPANY 30006373 AMN HEALTHCARE INC FILE 56157 LOS ANGELES CA 60074 NURSING STAFFING 19757878 307 48284030 4471167 48284030 PATIENT REVENUE 900099 2709592285 2709592285 OUTREACH LAB CLINIC 900099 12412185 12412185 REIMBURSED/SHARED EXPENSES 900099 94275454 94275454 HOUSESTAFF 900099 19823723 19823723 CLINIC REVENUE 900099 9063216 9063216 18789398 15729703 1601777 1457918 2863956261 17415155 17415155 0 0 0 0 0 175365461 -119910 175365461 -119910 175245551 175245551 0 0 0 0 3104900997 2860896566 1601777 194118624 391940 391940 0 0 0 7042469 2048220 4801125 193124 0 744357883 690676160 53480750 200973 57133547 52610857 4501802 20888 270449170 249149969 21185913 113288 60265933 55900609 4351836 13488 425757 425757 7333170 7333170 1089278 12779 1076499 173235 114830 58405 0 0 57131941 48953517 7763144 415280 7469256 6860310 446314 162632 97757486 77039458 20385505 332523 52607678 31573294 20912712 121672 0 64013650 59526047 4450560 37043 4994878 3842415 1074062 78401 0 1098505 733854 314246 50405 43532013 43531972 41 0 96598854 80699242 15887006 12606 9132346 7398510 1733836 OTHER PURCHASED SERVICES 581015824 543363641 30677937 6974246 SUPPLIES 395422864 392197133 3173171 52560 LICENSE AND TAXES 2082792 1316779 766013 DUES & SUBSCRIPTIONS 1578320 418295 1160025 31332481 28550543 2517883 264055 2594431270 2377336131 208051914 9043225 565635 453003 407429555 429875141 0 0 402853770 440657941 1550000 2050000 0 0 0 0 23824543 25132551 22224015 24711655 2456245280 1070487106 1126882228 1385758174 0 0 1231406816 1412224470 92859571 100036067 0 0 878565170 845978346 4188161303 4666877348 280829004 299080718 0 0 0 0 1322962066 1307699465 0 0 0 0 0 0 0 0 348723210 396084142 1952514280 2002864325 X 1757489112 2137389150 470567369 518931972 7590542 7691901 2235647023 2664013023 4188161303 4666877348 X 510469727 689502 -82793229 X false true X true false X 39927716 137848570 219413695 51938863 48284030 497412874 0 0 39927716 137848570 219413695 51938863 48284030 497412874 216979193 280433681 6485707 9731890 11330296 15565689 17415155 60528737 553584 553584 0 558495195 12199592077 0.50212 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 67806 false true 173235 true 168385 true 63944 false 473370 false SCHEDULE C, PART II-B LOBBYING ACTIVITIES INCLUDE: - SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS; AND - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY14, SHC PAID DUES OF APPROXIMATELY $489,805 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $173,235. 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PART V, LINE 4 ENDOWMENT FUNDS STANFORD HEALTH CARE'S (SHC) ENDOWMENT CONSISTS OF 18 INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS FUNDS TO SUPPORT THE MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER, CLINICAL SERVICES, AND FUNDS TO SUPPORT THE MEDICAL DIRECTOR OF DISASTER PREPAREDNESS. SHC ALSO HAS FUNDS TO SUPPORT EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, PATIENT CARE, INDIGENT CARE, HEALTH LIBRARY TECHNOLOGY AND NURSING STAFF THAT CARE FOR CANCER PATIENTS TO ENHANCE THE EXPERIENCE & WELLBEING OF CANCER PATIENTS. SCHEDULE D, PART X FIN 48 SHC HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. PART XI, LINE 2D OTHER REVENUE ON F/S NOT ON RETURN ADDITIONAL MINIMUM PENSION LIABILITY $ 6,650,000 INTEREST RATE SWAP MTM $ (37,532,179) EQUITY TRANSFER $ (51,857,506) PET/CT INCOME BOOK/TAX DIFFERENCE $ (2,067) SEROC INCOME BOOK/TAX DIFFERENCE $ (51,477) ------------- TOTAL OTHER REVENUE ON F/S NOT ON RETURN $ (82,793,229) PART XI, LINE 4B OTHER REVENUE ON RETURN NOT ON F/S REIMBURSEMENT OF SHARED EXPENSE $ 94,275,454 PART XII, LINE 4B OTHER EXPENSE ON RETURN NOT ON F/S REIMBURSEMENT OF SHARED EXPENSE $ 94,275,454 East Asia and the Pacific 1 1 Program Services PATIENT NAVIGATION 60407 1 1 1 1 60407 60407 false false false false false false SCHEDULE F, PART I, LINE 3 THE AMOUNT LISTED IN COLUMN (F) IS THE EXPENDITURES PER REGION. THESE AMOUNTS ARE EXPENDITURES FOR CONTRACTOR AND OFFICE SUPPLIES/RENTAL IDENTIFIED ON THE ORGANIZATION'S ACCOUNTS PAYABLE. true true true X 400. true X true true true false true true 14159291 684247 13475044 0.00520 289119199 142289070 146830129 0.05660 303278490 142973317 160305173 0.06180 3881063 3881063 0.00150 72231872 18788951 53442921 0.02060 6000982 4652012 1348970 0.00050 2064824 2064824 0.00080 84178741 23440963 60737778 0.02340 387457231 166414280 221042951 0.08520 5000 5000 2500 2500 7500 7500 true 31477159 1812021 584970583 881411353 -296440770 X true true 1 1 STANFORD HOSPITAL AND CLINICS 300 PASTEUR DRIVE STANFORD CA 94305 HTTP://STANDFORDHEALTHCARE.ORG 070000662 X X X X STANFORD HOSPITAL AND CLININCS 1 true X X X X X X X X X 13 true true true X HTTP://STANDFORDHEALTHCARE.ORG X X X X X X X false false true true 400. true 400. true X X X X true true X X X X X X true false true X false false PART V, SECTION B, LINE 3 IN SAN MATEO COUNTY (SMC), PRIMARY RESEARCH WAS GATHERED BY PROFESSIONAL RESEARCH CONSULTANTS, INC. (PRC) THROUGH A TELEPHONE SURVEY OF ADULTS, THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT: HEALTH & QUALITY OF LIFE SURVEY. THE PHONE SURVEYS REACHED POPULATIONS REPRESENTED BY THOSE WHO ARE MEDICALLY UNDERSERVED AND HAVE CHRONIC CONDITIONS AS WELL AS LOW-INCOME AND MINORITY POPULATIONS. THE PHONE SURVEY WAS CONDUCTED AMONG A RANDOM SAMPLE OF 1,000 ADULTS IN SAN MATEO COUNTY; 80 PERCENT WERE LANDLINE TELEPHONES AND 20 PERCENT WERE CELL PHONES. IN ADDITION TO THE COUNTYWIDE RANDOM SAMPLING, ADDITIONAL SURVEYS WERE CONDUCTED TO OVERSAMPLE COASTSIDE ZIP CODES, AFRICAN-AMERICAN COMMUNITY MEMBERS AND THOSE LIVING BELOW 400 PERCENT OF FPL. ALSO IN SAN MATEO COUNTY, APPLIED SURVEY RESEARCH (ASR), A CONSULTING FIRM, CONDUCTED A FOCUS GROUP OF 20 LOCAL COMMUNITY LEADERS AND STAKEHOLDERS. THE PURPOSE OF THIS CONVENING WAS TO ELICIT FEEDBACK AND ASSISTANCE IN PRIORITIZING HEALTH NEEDS IDENTIFIED THROUGH THE CHNA PROCESS.PARTICIPATING ORGANIZATIONS INCLUDED FAITH-BASED (CHURCHES), REDWOOD CITY 2020 (SCHOOLS AND YOUTH), TWO HEALTH CARE DISTRICTS, YMCA,CAMINAR (BEHAVIOR HEALTH), SMC BOARD OF SUPERVISORS, HEALTH PLAN SAN MATEO (COUNTY'S MANAGED CARE HEALTH PLAN), SMC HUMAN SERVICES AGENCY, HEALTH DEPARTMENT AND OTHER ORGANIZATIONS REPRESENTING LOW-INCOME COMMUNITY MEMBERS, ETHNIC GROUPS, PUBLIC SAFETY, AND CHILDREN. IN SANTA CLARA COUNTY, ASR CONDUCTED THE PRIMARY RESEARCH USING THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT: INTERVIEWS WITH HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND STAKEHOLDERS, AND RESIDENT FOCUS GROUPS. ASR CONDUCTED EIGHT RESIDENT FOCUS GROUPS IN SANTA CLARA COUNTY. IN ORDER TO PROVIDE A VOICE TO THE COMMUNITY, THE ASSESSMENT TEAM TARGETED PARTICIPANTS WHO WERE MEDICALLY UNDERSERVED, IN POVERTY, SOCIALLY OR LINGUISTICALLY ISOLATED, OR WHO HAD CHRONIC CONDITIONS. THE TEAM CONDUCTED TWO GROUPS WITH A SPECIAL POPULATION FOCUS: SENIORS AND PARENTS OF YOUNG CHILDREN. THESE GROUPS WERE LOCATED IN VARIOUS GEOGRAPHIC AREAS AROUND THE COUNTY. RESIDENTS WERE RECRUITED BY NON-PROFIT HOSTS SUCH AS COMMUNITY HEALTH PARTNERSHIP, WHICH SERVES THE UNINSURED. IN ALL, ASR CONSULTED WITH MORE THAN 50 COMMUNITY REPRESENTATIVES OF THE ORGANIZATIONS AND SECTORS LISTED BELOW. THESE REPRESENTATIVES EITHER WORK IN THE HEALTH FIELD, OR IMPROVE HEALTH CONDITIONS BY SERVING THOSE FROM THE TARGET POPULATIONS. - SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT - SANTA CLARA COUNTY HEALTH AND HOSPITAL SYSTEM - HOSPITALS/HOSPITAL SYSTEMS - HEALTH INSURANCE PROVIDERS - MENTAL/BEHAVIORAL HEALTH OR VIOLENCE PREVENTION PROVIDERS - SCHOOL SYSTEM REPRESENTATIVES - COMMUNITY CENTER REPRESENTATIVES - NON-PROFIT AGENCIES PROVIDING BASIC NEEDS - OTHER NON-PROFIT AGENCIES SERVING CHILDREN, SENIORS, AND FAMILIES HEALTH EXPERTS WERE INTERVIEWED BY TELEPHONE AND WERE ASKED TO DISCUSS ONE OF THE AREAS OF FOCUS FOR THE CHNA: HEALTH DELIVERY, HEALTH ACCESS, SOCIO-ECONOMIC FACTORS, HEALTH BEHAVIORS, ENVIRONMENTAL CONDITIONS, QUALITY OF LIFE (MORBIDITY), AND MORTALITY.FOCUS GROUPS WITH STAKEHOLDERS WERE CONDUCTED IN OCTOBER AND NOVEMBER 2012. THE GROUPS REPRESENTED VARIOUS COMMUNITY-BASED ORGANIZATIONS INCLUDING THOSE THAT SERVE POPULATIONS WITH CHRONIC CONDITIONS, SENIORS, CHILDREN AND YOUTH, THE MEDICALLY UNDERSERVED, THOSE REQUIRING BASIC NEEDS, ETC. PART V, SECTION B, LINE 4 - EL CAMINO HOSPITAL - KAISER PERMANENTE - SANTA CLARA, SAN JOSE, SOUTH SAN FRANCISCO AND REDWOOD CITY - LUCILE PACKARD CHILDREN'S HOSPITAL - STANFORD - O'CONNOR HOSPITAL - SAINT LOUISE REGIONAL HOSPITAL - SAN MATEO MEDICAL CENTER - SEQUOIA HOSPITAL - SETON MEDICAL CENTER - SUTTER HEALTH PENINSULA COASTAL REGION PART V, SECTION B, LINE 5A URL AT WHICH THE CHNA IS AVAILABLE https://stanfordhealthcare.org/about-us/community-partnerships.html PART V, SECTION B, LINE 5C A HARD COPY IS LOCATED AT THE HOSPITAL WITH THE CHIEF NURSING OFFICER AND IS AVAILABLE TO THE PUBLIC FOR REVIEW OR TO GET COPIES UPON REQUEST. PART V, SECTION B, LINE 5D SHC PRODUCED A POSTCARD PROMOTING THE URL WHERE THE CHNA AND IMPLEMENTATION PLAN ARE LOCATED. PART V, SECTION B, LINE 7 HEALTH NEEDS NOT BEING ADDRESSED: OF THE 11 HEALTH NEEDS IDENTIFIED BY THE CHNA PROCESS, SHC SELECTED FOUR TO ADDRESS. OF THE SEVEN OTHER HEALTH NEEDS, FOUR ARE INDIRECTLY ADDRESSED THROUGH THE HEALTH INITIATIVES DESCRIBED IN THE IMPLEMENTATION STRATEGY: DIABETES, CARDIOVASCULAR DISEASE, HEART DISEASE, STROKE, ARTHRITIS AND RESPIRATORY CONDITIONS. THE REMAINING THREE HEALTH NEEDS-OBESITY, MENTAL HEALTH AND ALZHEIMER'S DISEASE ARE NOT CURRENTLY ADDRESSED IN THE IMPLEMENTATION STRATEGY. OBESITY IS A HEALTH NEED THAT IS A FOCUS OF MULTIPLE HOSPITALS AND OTHER ORGANIZATIONS IN BOTH COUNTIES. SHC, AS AN ADULT HOSPITAL, ADDRESSES THE HEALTH NEEDS OF AN OLDER POPULATION. OBESITY IS A HEALTH ISSUE THAT IS BEST ADDRESSED IN CHILDREN AND YOUTH. LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD HAS MANY INTERVENTIONS FOCUSED ON OBESITY IN CHILDREN AND YOUTH. MENTAL HEALTH IS ANOTHER HEALTH NEED THAT IS NOT CURRENTLY ADDRESSED IN THIS IMPLEMENTATION STRATEGY. ALTHOUGH THERE IS A DEARTH OF MENTAL HEALTH SERVICES IN BOTH COUNTIES, MENTAL HEALTH IS NOT AN ISSUE THAT SHC HAS THE EXPERTISE OR RESOURCES TO UNDERTAKE. ALZHEIMER'S DISEASE WILL BE A MAJOR ISSUE IN BOTH COUNTIES IN THE NEXT DECADE AND BEYOND. WHILE SHC DOES NOT HAVE THE RESOURCES TO ADDRESS THIS HEALTH NEED AT THIS TIME, ITS AGING ADULT SERVICE DEPARTMENT IS DEVELOPING INTERVENTIONS TO ADDRESS THE MULTIPLE HEALTH ISSUES FACING OUR AGING POPULATION, INCLUDING ALZHEIMER'S DISEASE. IN THE FUTURE, THESE SERVICES WILL BE EXPLORED WITH AN EYE TOWARD COMMUNITY IMPLEMENTATION. PART V, SECTION B, LINE 20D THE AMOUNTS SHC WILL CHARGE PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE SHALL NOT EXCEED THE AVERAGE MEDICARE RATE. NO PATIENTS FOUND ELIGIBLE FOR FINANCIAL ASSISTANCE WILL BE BILLED GROSS CHARGES FOR ELIGIBLE SERVICES. 2 SHC ON-SITE HEALTH CENTER AT QUALCOMM 5535 MOREHOUSE DRIVE SAN DIEGO CA 92121 SHC ON-SITE HEALTH CENTER AT QUALCOMM SHC ON-SITE HEALTH CENTER AT DREAMWORKS 1400 SEAPORT BOULEVARD REDWOOD CITY CA 94063 SHC ON-SITE HEALTH CENTER AT DREAMWORKS PART I, LINE 6A COMMUNITY ASSESSMENT PROCESS IN SANTA CLARA COUNTY, COMMUNITY INPUT WAS GATHERED DURING THE FALL OF 2012 THROUGH INTERVIEWS WITH LOCAL HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND REPRESENTATIVES, AND RESIDENT FOCUS GROUPS. SECONDARY DATA WAS OBTAINED FROM A VARIETY OF SOURCES. IN SAN MATEO COUNTY, RESIDENT INPUT WAS GATHERED THROUGH THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT: HEALTH & QUALITY OF LIFE SURVEY. THE SURVEY WAS CONDUCTED USING A RANDOM SAMPLE OF 1,000 ADULTS IN SAN MATEO COUNTY VIA LANDLINE AND CELL PHONES. IN ADDITION TO THE COUNTYWIDE RANDOM SAMPLING, ADDITIONAL SURVEYS WERE CONDUCTED IN COASTSIDE ZIP CODES AS WELL AS OVERSAMPLING OF AFRICAN-AMERICAN RESIDENTS AND LOW-INCOME RESIDENTS, RESULTING IN A TOTAL OF 1,724 INTERVIEWS. THE SECONDARY DATA WAS COLLECTED, SYNTHESIZED AND ANALYZED FROM MULTIPLE SOURCES BY SAN MATEO COUNTY HEALTH SYSTEM. PART I, LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS TOTALED $3,881,063 IN FY14. PART I, LINE 7F HEALTH PROFESSIONS EDUCATION RESEARCH, EDUCATION AND TRAINING ARE CORE TO SHC'S MISSION. SHC IS THE SETTING FOR TRAINING MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THE STANFORD SCHOOL OF MEDICINE AND, AS SUCH, MAKES A SIGNIFICANT CONTRIBUTION TO TRAINING THE NEXT GENERATION OF HEALTHCARE PROVIDERS. IN FY14, SHC CONTRIBUTED MORE THAN $53.5 MILLION TO SUPPORT HEALTH RESEARCH, EDUCATION AND TRAINING. OF THIS AMOUNT, $46.5 MILLION WAS SPENT TO TRAIN MEDICAL RESIDENTS AND INTERNS. IN ADDITION TO TRAINING PHYSICIANS, SHC SUPPORTS THE TRAINING OF OTHER HEALTH PROFESSIONALS. IN FY14, SHC INVESTED NEARLY $7 MILLION ON THIS TRAINING. HOSPITAL DEPARTMENTS SUCH AS REHABILITATION SERVICES, NURSING AND CLINICAL LABS PROVIDED CLINICAL ROTATIONS FOR PHYSICAL THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, NURSING AND LABORATORY SCIENCE STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES. IN ADDITION, PHYSICIAN ASSISTANT STUDENTS ARE TRAINED BY SHC PHYSICIAN ASSISTANTS. SHC ALSO PROVIDES A TRAINING GROUND FOR PHARMACY RESIDENTS AND STUDENTS, RADIOLOGY AND NUCLEAR MEDICINE STUDENTS AND PSYCHOLOGY STUDENTS. STANFORD UNIVERSITY COMMUNITY HEALTH ADVOCACY PROGRAM, FORMERLY THE PATIENT ADVOCACY PROGRAM, WAS ESTABLISHED IN 2004 AND COMBINES A YEAR-LONG STANFORD-BASED COURSE WITH CLINIC SHIFTS AND CAPACITY-BUILDING PROJECTS AT COMMUNITY CLINICS. THE PARTNERING CLINICS, WHICH PROVIDE CARE FOR UNDERSERVED POPULATIONS IN SAN MATEO AND SANTA CLARA COUNTIES, SERVE A PATIENT POPULATION THAT IS LARGELY IMMIGRANT, LOW-INCOME, AND MONOLINGUAL SPANISH OR VIETNAMESE SPEAKING. OVER THE PAST 10 YEARS OF THE PROGRAM, SOME 111 ADVOCATES HAVE PERFORMED CLOSE TO 20,000 HOURS OF DIRECT SERVICE AND IMPLEMENTED 76 CAPACITY-BUILDING PROJECTS AT COMMUNITY PARTNER SITES. SHC ALSO SUPPORTS CLINICAL PASTORAL EDUCATION, WHICH PROVIDES YEAR-ROUND TRAINING AND INTERNSHIPS FOR SEMINARY STUDENTS AND CLERGY FROM ALL FAITHS. THE PROGRAM, WHICH WAS ACCREDITED BY THE ASSOCIATION FOR CLINICAL PASTORAL EDUCATION IN 1983, TRAINS STUDENTS TO PROVIDE EFFECTIVE SPIRITUAL CARE TO INDIVIDUALS AND FAMILIES FACING HEALTH-RELATED CRISES. THIS PROGRAM SERVED APPROXIMATELY 7,500 IN FY 2014. PART I, LINE 7G SUBSIDIZED HEALTH SERVICES SHC'S LIFE FLIGHT IS A HELICOPTER-BASED SERVICE THAT PROVIDES EMERGENCY MEDICAL SERVICES IN SANTA CLARA AND SAN MATEO COUNTIES. LIFE FLIGHT RESPONDS TO EMERGENCY MEDICAL CALLS, DELIVERS PATIENTS TO TRAUMA CENTERS, AND PARTICIPATES IN SEARCH OPERATIONS. SHC PROVIDED OVER $1.3 MILLION TO SUBSIDIZE THIS LIFE-SAVING SERVICE IN FY14. STANFORD LIFE FLIGHT CONDUCTS HELICOPTER LANDING ZONE TRAINING CLASSES FOR EMS AND FIRE AGENCIES. THE GOAL OF THESE TRAININGS IS TO ENSURE SAFETY FOR ALL INVOLVED IN EMERGENCY AIR TRANSPORTS - THE PATIENT, AIR AND GROUND PERSONNEL, AND THE COMMUNITY. LIFE FLIGHT PARTICIPATES IN AN ESTIMATED 400 HOURS OF LANDING ZONE TRAINING ON AN ANNUAL BASIS. PART I, LINE 7I CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $2,064,824 IN FY14. PART II COMMUNITY EMERGENCY RESPONSE SHC funded Rebuild Together Peninsula to conduct a rehabilitation project on a local, community-based clinic. The project included fixing patient waiting areas and clinic staff work spaces, cleaning, painting, etc. SHC provided funding for a conference by the Silicon Valley Council of Nonprofits on health improvement advocacy. PART III, LINE 4 THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL EXPERIENCE AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNT. PART III, LINE 8 SHC HAS BEEN UTILIZING A COST ACCOUNTING (EPSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS,INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2014. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT IS IN IMPROVING ACCESS TO NEEDED HEALTHCARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. BENEFITS AND THE SERVICES ARE NOT ONLY PROVIDED TO THE POOR BUT TO THOSE WHO NEED SPECIAL SERVICES AND SUPPORT, WHICH INCLUDES MEDICARE BENEFICIARIES. THUS, TOTAL COMMUNITY BENEFIT EXPENSE INCLUDES UNCOMPENSATED COSTS OF PUBLIC PROGRAM FOR TREATING MEDICARE BENEFICIARIES IN EXCESS OF GOVERNMENT PAYMENTS. PART III, LINE 9B IT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES. PART V, SECTION A The organization is in the process of completing a name change for its facility from Stanford Hospital and Clinics to Stanford Health Care. This information was provided to the Internal Revenue Service IN NOVEMBER 2014, prior to filing this return. PART V, SECTION D IN FY13, SHC ESTABLISHED TWO HEALTH CENTERS AT THE EMPLOYERS' SITES TO PROVIDE PROFESSIONAL HEALTH CARE SERVICE FOR THEIR EMPLOYEES. THESE HEALTH CENTERS ARE OPERATED EXEMPT FROM SHC LICENSE UNDER THE CALIFORNIA HEALTH AND SAFETY CODE 1206(G). PART VI, LINE 2 NEEDS ASSESSMENT: COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) - PROCESS AND METHODS THE SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION, WHICH INCLUDES EIGHT LOCAL NON-PROFIT HOSPITALS, SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT, UNITED WAY SILICON VALLEY AND OTHER PARTNERS, AND THE HEALTHY COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY, A COALITION OF SEVEN LOCAL NON-PROFIT HOSPITALS, SAN MATEO COUNTY HEALTH SYSTEM AND OTHER PARTNERS (SEE ACKNOWLEDGEMENTS) BEGAN THE CHNA PROCESS IN 2012 (NEXT CHNA WILL BE COMPLETED IN 2016 IN ALIGNMENT WITH IRS FINAL RULES). THE GOAL WAS TO COLLECTIVELY GATHER COMMUNITY FEEDBACK, UNDERSTAND EXISTING DATA ABOUT HEALTH STATUS AND PRIORITIZE LOCAL HEALTH NEEDS IN EACH COUNTY. IN SANTA CLARA COUNTY, COMMUNITY INPUT WAS GATHERED DURING THE FALL OF 2012 THROUGH INTERVIEWS WITH LOCAL HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND REPRESENTATIVES, AND RESIDENT FOCUS GROUPS. SECONDARY DATA WAS OBTAINED FROM A VARIETY OF SOURCES. IN SAN MATEO COUNTY, RESIDENT INPUT WAS GATHERED THROUGH THE 2013 COMMUNITY HEALTH NEEDS ASSESSMENT: HEALTH & QUALITY OF LIFE SURVEY. THE SURVEY WAS CONDUCTED USING A RANDOM SAMPLE OF 1,000 ADULTS IN SAN MATEO COUNTY VIA LANDLINE AND CELL PHONES. IN ADDITION TO THE COUNTYWIDE RANDOM SAMPLING, ADDITIONAL SURVEYS WERE CONDUCTED IN COASTSIDE ZIP CODES AS WELL AS OVERSAMPLING OF AFRICAN-AMERICAN RESIDENTS AND LOW-INCOME RESIDENTS, RESULTING IN A TOTAL OF 1,724 INTERVIEWS. THE SECONDARY DATA WAS COLLECTED, SYNTHESIZED AND ANALYZED FROM MULTIPLE SOURCES BY SAN MATEO COUNTY HEALTH SYSTEM. IN LATE 2012 THROUGH EARLY 2013, HEALTH NEEDS WERE IDENTIFIED BY SYNTHESIZING PRIMARY QUALITATIVE RESEARCH AND SECONDARY DATA, AND THEN FILTERING THOSE NEEDS AGAINST A SET OF CRITERIA. NEEDS WERE THEN REVIEWED AND PRIORITIZED BY COUNTYWIDE GROUPS CONSISTING OF MEMBERS OF THE COUNTY COALITIONS AND COMMUNITY LEADERS USING ANOTHER SET OF CRITERIA. THE COALITIONS THEN MET AGAIN TO IDENTIFY THE COMMUNITY RESOURCES AVAILABLE TO ADDRESS THE HEALTH NEEDS IDENTIFIED THROUGH THE CHNA PROCESS, INCLUDING HOSPITALS, CLINICS AND COMMUNITY-BASED PROGRAMS AND SERVICES. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SHC PROVIDES DEDICATED RESOURCES TO PATIENTS THAT APPLY FOR CHARITY CARE AND PROACTIVELY CONDUCTS OUTREACH TO PATIENTS TO INFORM THEM OF THE PROGRAMS AVAILABILITY AND THEIR POTENTIAL ELIGIBILITY FOR ASSISTANCE. BROCHURES AND SIGNAGE ARE CONSPICUOUSLY DISPLAYED AT ALL CARE DELIVERY LOCATIONS WITH INSTRUCTION ON WHERE TO LOCATE ADDITIONAL INFORMATION ON ELIGIBILITY FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE APPLICATIONS, AND INSTRUCTIONS ON HOW TO APPLY ARE ALSO AVAILABLE ON THE SHC WEBSITE, VIA MAIL, AND IN ALL SHC CARE DELIVERY LOCATIONS. PART VI, LINE 4 COMMUNITY INFORMATION SHC IS A REGIONAL REFERRAL CENTER FOR AN ARRAY OF ADULT SPECIALTIES, DRAWING PATIENTS FROM THROUGHOUT CALIFORNIA, ACROSS THE COUNTRY, AND INTERNATIONALLY. HOWEVER, A MAJORITY OF SHC'S PATIENTS ARE RESIDENTS OF SAN MATEO AND SANTA CLARA COUNTIES. THEREFORE, FOR PURPOSES OF ITS COMMUNITY BENEFIT PROGRAM INITIATIVES, SHC HAS IDENTIFIED THESE TWO COUNTIES AS ITS TARGET COMMUNITY. SHC MAINTAINS A STRONG COMMITMENT TO THE HEALTH OF ITS COMMUNITY MEMBERS AND DEDICATES CONSIDERABLE RESOURCES TO SUPPORT ITS COMMUNITY PARTNERSHIP PROGRAM. SANTA CLARA COUNTY WITH 1.8 MILLION RESIDENTS, SANTA CLARA COUNTY (SCC) IS THE SIXTH MOST POPULATED OF CALIFORNIA'S 58 COUNTIES, AND THE MOST POPULATED COUNTY IN THE BAY AREA. MORE THAN HALF OF THE RESIDENTS LIVE IN SAN JOSE. SCC'S POPULATION IS PROJECTED TO GROW FROM THE CURRENT LEVEL TO MORE THAN 2.3 MILLION BY 2030. THE NORTH COUNTY AREA IS EXTENSIVELY URBANIZED. THIRTEEN OF THE COUNTY'S 15 CITIES AND MORE THAN 88 PERCENT OF THE COUNTY'S RESIDENTS ARE LOCATED IN THE NORTH COUNTY. GILROY AND MORGAN HILL, WITH APPROXIMATELY 5 PERCENT OF THE COUNTY'S POPULATION, ARE LOCATED IN THE SOUTH COUNTY, WHICH REMAINS PREDOMINANTLY RURAL, WITH LOW-DENSITY RESIDENTIAL DEVELOPMENTS SCATTERED THOUGH THE VALLEY AND FOOTHILL AREAS. ACCORDING TO THE 2010 US CENSUS, APPROXIMATELY 36 PERCENT OF THE POPULATION IN SCC WAS BORN OUTSIDE OF THE UNITED STATES, OUTPACING THE RATE FOR CALIFORNIA BY NEARLY 10 PERCENT. SCC'S RACIAL/ETHNIC COMPOSITION IS 47 PERCENT WHITE, 32 PERCENT ASIAN, 27 PERCENT LATINO AND 3 PERCENT AFRICAN AMERICAN. IN THE MOST RECENT CENSUS, APPROXIMATELY 12 PERCENT SELECTED "SOME OTHER RACE" AND 5 PERCENT SELECTED "MORE THAN ONE RACE." THE PREDOMINANTLY REPORTED SUB-GROUPS OF THE ASIAN POPULATION ARE CHINESE (27 PERCENT), VIETNAMESE (22 PERCENT), ASIAN INDIAN (22 PERCENT) AND FILIPINO (15 PERCENT). MORE THAN 100 LANGUAGES AND DIALECTS ARE SPOKEN IN SCC. LATINOS REPRESENT THE FASTEST-GROWING DEMOGRAPHIC. ACCORDING TO THE SILICON VALLEY LATINO REPORT CARD, 82 PERCENT OF LATINOS IN SILICON VALLEY ARE FROM MEXICO, WITH ANOTHER 8.5 PERCENT FROM CENTRAL AMERICA. THE VIETNAMESE POPULATION IS ANOTHER DEMOGRAPHIC THAT IS GROWING RAPIDLY IN SCC. WHILE THERE ARE CURRENTLY MORE CHINESE (27 PERCENT) IN SCC THANTNAMESE (22 PERCENT), THE VIETNAMESE POPULATION HAS GROWN VERY QUICKLY IN THE LAST FEW DECADES, FROM 11,717 IN 1980 TO 134,525 IN 2010. THE POPULATION IS THE SECOND LARGEST OF ANY COUNTY IN THE U.S., SURPASSED ONLY BY ORANGE COUNTY, CALIFORNIA. SAN JOSE HAS THE LARGEST VIETNAMESE POPULATION OF ANY U.S. CITY. PEOPLE AGES 60 AND OLDER MAKE UP SLIGHTLY LESS OF THE POPULATION IN SCC THAN IN CALIFORNIA AS A WHOLE (16.1 PERCENT VS. 16.8 PERCENT); HOWEVER, ACCORDING TO THE COUNCIL ON AGING SILICON VALLEY, "IN THE COMING YEARS, SENIORS WILL COMPRISE A LARGER AND LARGER SHARE OF THE LOCAL POPULATION. IN 1990, FEWER THAN 1 IN 8 COUNTY RESIDENTS WAS AGE 60 OR OLDER. BY 2010, THAT RATIO HAD GROWN TO 1 IN 6. BY 2030, OVER 1 IN 4 COUNTY RESIDENTSILL BE OVER AGE 60." WHILE SCC IS ONE OF THE MOST DIVERSE COUNTIES IN THE US, THE OLDER ADULT POPULATION IS LESS DIVERSE. NEARLY 60 PERCENT OF THE COUNTY'S SENIOR RESIDENTS ARE WHITE (NON-LATINO), 24 PERCENT ARE ASIAN AND 12 PERCENT ARE LATINO (ANY RACE). IT IS PROJECTED THAT BY 2030, THE DEMOGRAPHIC MAKEUP OF THE COUNTY WILL CHANGE DRAMATICALLY AMONG THE POPULATION OF ADULTS WHO ARE AGES 60 AND OLDER. BY 2030, ABOUT 47 PERCENT OF OLDER ADULTS WILL BE WHITE, 29.5 PERCENT WILL BE ASIAN, AND 17.8 PERCENT WILL BE LATINO. ON THE OTHER HAND, YOUNG PEOPLE (AGES 17 YEARS AND YOUNGER) ARE MORE DIVERSE THAN THE GENERAL POPULATION. THESE YOUNG PEOPLE MAKE UP ABOUT 25 PERCENT OF SCC'S POPULATION. WHILE LATINOS ARE 27 PERCENT OF SCC'S OVERALL POPULATION, THEY REPRESENT MORE THAN 35 PERCENT OF THE YOUTH POPULATION. IN 2011, MORE THAN 25 PERCENT OF CHILDREN WERE ENGLISH-LANGUAGE LEARNERS. THE PERCENTAGE OF CHILDREN LIVING BELOW THE FEDERAL POVERTY LEVEL (FPL)HAS INCREASED BY 2.6 PERCENT SINCE 2000. IN SCC, MORE HISPANIC/LATINO AND AFRICAN-AMERICAN CHILDREN ARE LIVING IN POVERTY COMPARED TO CHILDREN OF OTHER RACIAL/ETHNIC GROUPS AND THE COUNTY OVERALL. IN 2012, THE NATIONAL FPL FOR A FAMILY OF FOUR WAS $23,050. ACCORDING TO THIS MEASURE, NEARLY 1 IN 10 CHILDREN (11 PERCENT) AND 1 IN 12 ADULTS (9 PERCENT) ARE LIVING IN POVERTY. BECAUSE THE FPL DOES NOT TAKE INTO CONSIDERATION LOCAL CONDITIONS SUCH AS COST OF LIVING, OTHER MEASURES OF ECONOMIC SECURITY ARE USED TO PROVIDE A MORE REALISTIC MEASURE OF POVERTY IN SCC. THE FAMILY ECONOMIC SELF-SUFFICIENCY STANDARD (FESSS) ESTIMATES THAT AN ANNUAL INCOME OF $59,140 IS NECESSARY FOR A FAMILY OF THREE (ONE ADULT AND TWO CHILDREN AGES 3-5) TO MEET THEIR MOST BASIC EXPENSES; THIS IS EQUIVALENT TO MORE THAN FOUR FULL-TIME MINIMUM-WAGE JOBS. NEARLY HALF OF SCC OLDER ADULTS ARE ECONOMICALLY INSECURE, WITH INCOMES TOO LOW TO MEET THEIR BASIC NEEDS WITHOUT ADDITIONAL ASSISTANCE. ACCORDING TO THE ELDER ECONOMIC SECURITY INDEX (ELDER INDEX), A MEASURE THAT PROVIDES A COUNTY-SPECIFIC INDICATOR OF SENIOR POVERTY, 67 PERCENT OF LATINO SENIORS AND 76 PERCENT OF ASIAN SENIORS ARE LIVING IN IMPOVERISHED CONDITIONS, COMPARED WITH JUST 32 PERCENT OF WHITE (NON-LATINO) SENIORS. ADDITIONALLY, FEMALE SENIORS AND SENIORS AGES 75AND OLDER (ANY GENDER) ARE MORE LIKELY TO EXPERIENCE POVERTY COMPARED TO MALE SENIORS AND THOSE BETWEEN THE AGES OF 65 AND 74. SAN MATEO COUNTY SAN MATEO COUNTY (SMC), LOCATED ON THE SAN FRANCISCO PENINSULA IS MADE UP OF 20 CITIES AND TOWNS, BORDERED BY THE CITY OF SAN FRANCISCO ON THE NORTH, THE SAN FRANCISCO BAY ON THE EAST, SANTA CLARA COUNTY ON THE SOUTH, AND THE PACIFIC OCEAN ON THE WEST. SMC IS A MIX OF URBAN AND SUBURBAN INDUSTRIAL, SMALL BUSINESS, AND RESIDENTIAL USE. THE COASTAL AREA IS A MIX OF SUBURBAN AND RURAL WITH SIGNIFICANT AGRICULTURAL, FISHING, SMALL BUSINESS AND TOURISM LAND USE. ACCORDING TO THE 2010 U.S. CENSUS, THE COUNTY'S POPULATION IS 719,467. SMC'S POPULATION IS EXPECTED TO INCREASE BY 14 PERCENT FROM 2010 TO 2050. SMC IS AMONG THE RICHEST COUNTIES IN TERMS OF ETHNIC DIVERSITY. FROM 2006 TO 2010, 34 PERCENT OF THE COUNTY POPULATION WAS FOREIGN BORN AND NEARLY HALF (45 PERCENT) OF THOSE AGES 4 AND OLDER SPOKE A LANGUAGE OTHER THAN ENGLISH AT HOME. OVER THE NEXT FOUR DECADES, THE WHITE POPULATION IS EXPECTED TO DECREASE BY NEARLY 50 PERCENT, WHILE HISPANIC AND ASIAN/PACIFIC ISLANDER POPULATIONS ARE EXPECTED TO INCREASE DRAMATICALLY. BY THE YEAR 2050, THE ETHNIC MAKEUP OF THE COUNTY IS PROJECTED TO BE 38 PERCENT HISPANIC, 32 PERCENT ASIAN/PACIFIC ISLANDER, 22 PERCENT WHITE, 5 PERCENT AFRICAN-AMERICAN, AND 4 PERCENT OTHER/MULTI-RACE. WHILE OTHER AGE GROUPS WILL DECREASE IN TERMS OF THE PERCENTAGE OF THE COUNTY POPULATION FROM 2010 TO 2050, THOSE AGES 60 AND OLDER WILL INCREASE FROM 18.9 PERCENT TO 30.9 PERCENT. ASIAN/PACIFIC ISLANDER AND HISPANIC SENIORS WILL COMPRISE THE LARGEST PROPORTION OF SENIORS IN SMC IN 2050. AT THE OTHER END OF THE AGE SPECTRUM, THE ETHNIC MAKEUP OF CHILDREN AGES 14 AND YOUNGER IS PROJECTED TO BE HISPANIC, ASIAN/PACIFIC ISLANDER, WHITE, AFRICAN-AMERICAN, AND MULTI-RACE IN 2050. IN 2010, MEDIAN INCOME FOR SMC RESIDENTS AGES 25 AND OLDER WAS $47,060 AND THE AVERAGE WEEKLY WAGE WAS $1,450, DOWN 13 PERCENT FROM 2000. ACCORDING TO THE U.S. CENSUS BUREAU, FROM 2006 TO 2010, THE PERCENTAGE OF SMC INDIVIDUALS BELOW THE FPL WAS 7 PERCENT, WITH 9.1 PERCENT OF CHILDREN AGES 18 AND YOUNGER BELOW THE FPL. ACCORDING TO THE FESSS, A SINGLE PARENT WITH TWO CHILDREN LIVING IN SMC MUST EARN APPROXIMATELY $78,000 ANNUALLY TO MEET THE FAMILY'S BASIC NEEDS, THE EQUIVALENT OF NEARLY FIVE FULL-TIME MINIMUM-WAGE JOBS. ACCORDING TO THE ELDER INDEX, 36 PERCENT OF SENIORS STRUGGLE TO COVER BASIC EXPENSES AND IF THEIR ANNUAL INCOME EXCEEDS THE FPL ($10,830), THEY MAY BE INELIGIBLE FOR PUBLIC-ASSISTANCE PROGRAMS. PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH A MAJORITY OF SHC'S TRUSTEES ARE MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL AND ARE NOT EMPLOYED BY THE HOSPITAL, NOR ARE THEY FAMILY MEMBERS OF PERSONS EMPLOYED BY THE HOSPITAL.SHC EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY IT SERVES WHO WISH TO JOIN THE STAFF, CONSISTENT WITH THE SIZE AND NATURE OF ITS FACILITIES.EXCESS RECEIPTS FROM SHC'S OPERATIONS ARE DEVOTED TO IMPROVEMENT OF ITS FACILITIES, DEBT SERVICE, MEDICAL TRAINING, AND RESEARCH.SHC HAS USED OPERATIONAL REVENUE TO UPDATE AND EXPAND ITS FACILITIES AND SERVICES, IMPROVE SYSTEMS TO ENHANCE QUALITY, TO FUND RESEARCH, AND FOR OTHER PURPOSES TO IMPROVE PATIENT CARE. INVESTMENTS IN VULNERABLE POPULATIONS SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT WAS IN IMPROVING ACCESS TO NEEDED HEALTH CARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. IN FY14, SHC CONTRIBUTED NEARLY $164 MILLION, OR 74 PERCENT, OF ITS COMMUNITY BENEFIT EXPENDITURES, TO ACTIVITIES SUPPORTING VULNERABLE POPULATIONS (EXCLUDING UNCOMPENSATED MEDICARE). SHC'S UNCOMPENSATED EXPENSE (COST LESS REIMBURSEMENT) FOR MEDI-CAL WAS OVER $146.8 MILLION. CHARITY CARE FOR UNINSURED AND UNDERINSURED PATIENTS TOTALED NEARLY $13.5 MILLION. IN ADDITION TO THE INVESTMENTS IN CHARITY CARE AND UNCOMPENSATED MEDICAL, SHC'S CONTRIBUTION TO OTHER COMMUNITY BENEFIT ACTIVITIES FOR VULNERABLE POPULATIONS WERE NEARLY $4.1 MILLION IN FY14. THESE ACTIVITIES PROVIDE ESSENTIAL SERVICES FOR THOSE MOST IN NEED IN OUR COMMUNITIES. SHC SUPPORTED SIX COMMUNITY CLINICS AND A TRANSITIONAL MEDICAL UNIT IN A HOMELESS SHELTER AS PART OF ITS IMPROVE ACCESS TO CARE HEALTH INITIATIVE. COMMUNITY PARTNERS INCLUDE CARDINAL FREE CLINICS ARBOR AND PACIFIC); RAVENSWOOD FAMILY HEALTH CENTER; MAYVIEW COMMUNITY HEALTH CENTER; SAMARITAN HOUSE REDWOOD CITY FREE CLINIC; PENINSULA HEALTHCARE CONNECTION; AND THE MEDICAL RESPITE CENTER AT HOME FIRST'S BOCCARDO REGIONAL CENTER IN SAN JOSE. THE GOAL OF THIS INITIATIVE IS TO BUILD COMMUNITY CAPACITY TO DELIVER QUALITY PRIMARY AND PREVENTIVE HEALTH CARE. SHC SUPPORTED A WIDE RANGE OF ACTIVITIES TO BENEFIT THE BROADER COMMUNITY IN FY 2014, CONTRIBUTING NEARLY $3.2 MILLION TO SUPPORT THESE ACTIVITIES.THESE ACTIVITIES INCLUDING THE STANFORD HEALTH LIBRARY, 43 DIFFERENT PROGRAMS TO SUPPORT COMMUNITY MEMBERS FIGHTING CANCER, VARIOUS SUPPORT GROUPS, TRAFFIC AND BICYCLE SAFETY PROGRAMS, CANCER CLINIC TRIALS WEBSITE AND PHONE LINES, STANFORD LIFE FLIGHT AND MEDICAL TRANSPORT SERVICE, AND EMERGENCY PLANNING FOR THE COMMUNITY. HEALTH RESEARCH, EDUCATION AND TRAINING RESEARCH, EDUCATION AND TRAINING ARE CORE TO SHC'S MISSION. SHC IS THE SETTING FOR TRAINING MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THE STANFORD SCHOOL OF MEDICINE AND, AS SUCH, MAKES A SIGNIFICANT CONTRIBUTION TO TRAINING THE NEXT GENERATION OF HEALTH CARE PROVIDERS. IN FY14, SHC CONTRIBUTED NEARLY $53.5 MILLION TO SUPPORT HEALTH RESEARCH, EDUCATION AND TRAINING. OF THIS AMOUNT, NEARLY $46.5 MILLION WAS SPENT TO TRAIN MEDICAL RESIDENTS AND INTERNS. IN ADDITION TO TRAINING PHYSICIANS, SHC SUPPORTS THE TRAINING OF OTHER HEALTH PROFESSIONALS. IN FY14, SHC INVESTED NEARLY $7 MILLION FOR SUCH TRAINING. HOSPITAL DEPARTMENTS SUCH AS REHABILITATION SERVICES, NURSING AND CLINICAL LABS PROVIDED CLINICAL ROTATIONS FOR PHYSICAL THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, NURSING AND LABORATORY SCIENCE STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES. IN ADDITION, PHYSICIAN ASSISTANT STUDENTS ARE TRAINED BY SHC PHYSICIAN ASSISTANTS. SHC ALSO PROVIDES A TRAINING GROUND FOR PHARMACY RESIDENTS AND STUDENTS, RADIOLOGY AND NUCLEAR MEDICINE STUDENTS AND PSYCHOLOGY STUDENTS. BENEFITS FOR VULNERABLE POPULATIONS $ 164,439,437 MEDICARE UNCOMPENSATED EXPENSE) $ 296,440,771 BENEFITS FOR THE LARGER COMMUNITY $ 3,153,304 HEALTH RESEARCH, EDUCATION AND TRAINING $ 53,457,711 TOTAL EXCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $ 221,050,452 TOTAL INCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $ 517,491,223 PART VI, LINE 6 NOT APPLICABLE PART VI, LINE 7 ALL STATES IN WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: CALIFORNIA true MILLS-PENINSULA HOSPital FOUNDATIOn 1501 TROUSDALE BURLINGAME CA 94010 237288765 501(C)(3) 7500 AACHAC CANCER EDUCATION COMMUNITY SERVICES AGENCY 204 STIERLIN RD MT VIEW CA 94043 941422465 501(C)(3) 10000 SAFETY NET-EMERGENCY FUND HEALTHCARE FOUNDATION 1215 K ST 730 SACRAMENTO CA 95814 861174825 501(C)(3) 55000 MEDICAL RESPITE PROGRAM LATINAS CONTRA CANCER 562412069 501(C)(3) 7500 CANCER SUPPORT EDUCATION LOAVES & FISHES FAMILY KITCHEN 770370874 501(C)(3) 10000 SAFETY NET-EMERGENCY FUND MAYVIEW 942239648 501(C)(3) 79440 SUPPORT COMMUNITY CLINIC BOARD OF TRUSTEES STANFORD UNIVersity 941156365 501(C)(3) 65000 COMMUNITY HEALTH PENINSULA HEALTHCARE CONNECTIOn 202886131 501(C)(3) 25000 HEALTHCARE FOR HOMELESS SOUTH COUNTRY COMMunity HEALTH CENter 943372130 501(C)(3) 50000 RAVENSWOOD CLINIC SAMARITAN HOUSE 237416272 501(C)(3) 50000 SH RWC FREE CLINIC SPECIAL SERVICES FOR GROUPS 951716914 501(C)(3) 7500 CANCER SUPPORT/EDUCATION ST JOSEPH FAMILY CENTER 030391775 501(C)(3) 7500 SAFETY NET-EMERGENCY FUND SUNNYVALE COMMUNITY SVCS 941713897 501(C)(3) 10000 SAFETY NET-EMERGENCY FUND VMC FOUNDATION 770187890 501(C)(3) 7500 CANCER EDUCATION 14 PROCEDURES FOR MONITORING USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 WHEN A GRANT IS APPROVED, SOMEONE WITH SIGNATURE AUTHORITY FROM THE GRANTEE ORGANIZATION SIGNS THE GRANT AGREEMENT, WHICH INCLUDES A RECEIPT OF FUNDS STATEMENT (WHEN AND HOW MUCH WAS RECEIVED) AND THE PURPOSE FOR WHICH THE FUNDS MUST BE USED. A GRANTS MANAGER MAINTAINS CONTACT THROUGHOUT THE GRANT PERIOD FOR USE OF FUNDS AND PROGRESS ON STATED GOALS AND OBJECTIVES. AT THE END OF THE GRANT PERIOD, FINAL GRANT REPORTS ARE REVIEWED BY THE GRANT MANAGER. COPIES OF ALL DOCUMENTS ARE KEPT IN HARD FILES AND ELECTRONICALLY BY THE GOVERNMENT AND COMMUNITY RELATIONS DEPARTMENT. X X true true X X X X X false true false false false false false true false CHRISTOPHER DAWES DIRECTOR 0 854552 343284 173686 0 340500 0 29120 0 1741142 0 0 LLOYD B MINOR MD DIRECTOR 0 1300912 0 250000 0 176725 0 302550 0 73057 0 2103244 0 0 NORMAN RIZK MD DIRECTOR 0 351504 0 603535 0 600 0 22916 0 5012 0 983567 0 0 AMIR DAN RUBIN DIRECTOR/CEO 1617073 0 940000 0 307578 0 306226 0 41107 0 3211984 0 256827 0 ANN WEINACKER MD DIRECTOR (SEE SCHEDULE O) 0 215243 0 281742 0 0 0 25500 0 24595 0 547080 0 0 MARK WELTON MD DIRECTOR (SEE SCHEDULE O) 0 283400 0 143441 0 4362 0 25500 0 58259 0 514962 0 0 JAMES HEREFORD COO 603509 0 278896 0 19798 0 76114 0 23328 0 1001645 0 0 0 DANIEL MORISSETTE CFO 708094 0 412296 0 103715 0 108629 0 34684 0 1367418 0 77320 0 NANCY LEE CNO & VP PATIENT CARE SRVCS 364805 0 91499 0 52580 0 25078 0 36278 0 570240 0 0 0 JERROLD MAKI VP SPECIAL PROJECTS 282776 0 90374 0 65746 0 22950 0 14799 0 476645 0 0 0 PRAVENE NATH CHIEF MED INFO OFFICER 425437 0 121521 0 84936 0 59321 0 8375 0 699590 0 28904 0 MARK TORTORICH VP DESIGN, PLAN, CONSTRUCTION 280394 0 84035 0 57526 0 22950 0 23619 0 468524 0 0 0 BRUCE HARRISON VP NETWORK DEV. 464654 0 123944 0 82877 0 72657 0 38161 0 782293 0 42283 0 SRIDHAR SESHADRI VP CANCER CTR&CHIEF HEART CTR 384510 0 115902 0 51875 0 22950 0 36684 0 611921 0 0 0 JENNIFER VARGAS VP BUS DEVELOPMENT 480277 0 150003 0 83389 0 84311 0 36062 0 834042 0 52930 0 Helen Wilmot VP TRSN & STRATEGIC SPACE PLNG 362081 0 88935 0 48396 0 22950 0 24724 0 547086 0 0 0 DOUGLAS GUNDERSON VP - OPS DIAG & TREAT SVCS 321736 0 67526 0 24725 0 33671 0 22168 0 469826 0 0 0 DAVID CONNOR VP - FINANCE 307821 0 91309 0 141880 0 22950 0 19338 0 583298 0 0 0 SCHEDULE J, PART I, LINE 1A TRAVEL POLICY STANFORD HEALTH CARE ("SHC") TRAVEL POLICY GENERALLY REQUIRES ALL EMPLOYEES TO USE THE MOST ECONOMICAL MODE OF TRANSPORTATION AVAILABLE CONSISTENT WITH THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL IN ORDER TO BE FULLY REIMBURSED. SHC OFFICERS AND OTHER INDIVIDUALS ENUMERATED IN SCHEDULE J ARE FULLY SUBJECT TO THE SAME POLICIES AND PROCEDURES AS ANY OTHER EMPLOYEE OF SHC. On very rare occasions in FY 2014, first class travel was approved by the CFO or controller. One officer and one highest compensated employees flew first class. All first class travel was for business purpose and considered non-taxable. HOUSING ALLOWANCE 1 OFFICER, 2 KEY EMPLOYEE, AND 2 HIGHEST COMPENSATED EMPLOYEES RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). SCHEDULE J, PART I, LINE 4B STANFORD HEALTH CARE ("SHC") PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. AT THE LAST DATE OF EACH QUARTER EACH PARTICIPANT'S ACCOUNT IS CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION). THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN THE ACCOUNT AS FOLLOWS: (A) THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED AND THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION; (B) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (C) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (D) THE PARTICIPANT ATTAINS THE AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; OR (E) THE PARTICIPANT COMPLETES SEVEN YEARS AS AN ELIGIBLE EMPLOYEE. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2013: CHRISTOPHER DAWES $ 147,465 AMIR DAN RUBIN $ 269,830 NANCY LEE $ 45,173 DAVID CONNOR $ 98,609 MARK TORTORICH $ 36,821 SRIDHAR SESHADRI $ 47,684 DANIEL MORISSETTE $ 81,235 JERROLD MAKI $ 36,958 JENNIFER VARGAS $ 55,610 PRAVENE NATH $ 30,367 BRUCE HARRISON $ 44,424 HELEN WILMOT $ 44,535 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR 2013 ARE REPORTED IN COLUMN (F). CHRISTOPHER DAWES, PRESIDENT OF LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD HAS A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. UNDER THE AGREEMENT, MR. DAWES RECEIVES AN ANNUAL CREDIT TO HIS ACCOUNT THROUGH 2016 PROVIDED HE REMAINS EMPLOYED IN HIS CURRENT POSITION. AMOUNTS CREDITED UNDER THE PLAN WILL BE PAYABLE UPON THE EARLIER OF: (1) TERMINATION WITHOUT CAUSE; (2) DISABILITY; (3) DEATH; OR (4) AUGUST 31, 2016 PROVIDED MR. DAWES REMAINS EMPLOYED AT THAT DATE. LLoyd B. Minor participates in a deferred compensation plan at Stanford University, a related organization. Annually, amounts are credited to the Plan based on performance and certain other factors. These amounts appear in Schedule J, Part II, Column C. Plan balances are subject to forfeiture and/or payment only if certain conditions are met. SCHEDULE J, PART I, LINE 7 & PART II, DESCRIPTION FOR COLUMN B(II) OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. THE ANNUAL INCENTIVE PLAN (AIP) IS BASED ON ACHIEVING CERTAIN GOALS ESTABLISHED PRIOR TO THE NEW FISCAL YEAR. THE GOALS ARE BASED ON THE FOCUSED AREAS, SUCH AS PATIENT CARE, QUALITY/SAFETY SERVICE, FINANCIAL RESULT, AND DEPARTMENT/PERSONAL PERFORMANCE. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(III) OTHER REPORTABLE COMPENSATION IN SCHEDULE J-1, COLUMN B-III INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE. SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II. A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033F3U2 2008-06-02 428500000 2008 SERIES AB-SEE ATTACH K-I(F) false false false B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LJH1 2010-06-16 310291489 2010 SERIES AB-SEE ATTACH K-I(F) false false false C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LZN0 2012-05-23 608293722 2012 SERIES ABCD-SEE ATTACH K-I(F) false false false A 5990000 0 428500000 0 0 0 0 0 0 0 428500000 0 2008 true false true true B 14040000 0 310291489 0 0 0 0 0 0 0 310291489 0 2010 true false true true C 9800000 0 612541228 0 4780 0 0 0 0 41275798 79397298 491863352 false true false true A false true true true true true 0.00060 0.00060 false false false true B false true true true true true 0.00030 0.00030 false false false true C false true true true true true 0 false false false true A false false true false true true SEE ATTACH K-IV4B false true false 0 false true B false false true false false false 0 false 0 false true C false true false false true false 0 false 0 false true A true B true C true TAX EXEMPT BONDS F0RM 990, SCHEDULE K, PART II, COLUMN (C), LINE III THIS AMOUNT DIFFERS FROM THE ISSUE PRICE BECAUSE OF INVESTMENT EARNINGS. F0RM 990, SCHEDULE K, PART IV, ATTACH. K-IV3(B)&(C) BOND ISSUES: A CUSIP#: 13033F3U2 SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2006 SERIES A & B DATE OF ISSUE: MARCH 9, 2006. BOND ISSUES: B CUSIP#: 13033LJH1 SERIES: 2010 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 1998 SERIES B DATE OF ISSUE: MARCH 31, 1998. BOND ISSUES: B CUSIP#: 13033LJH1 SERIES: 2010 SERIES B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2003 SERIES B, C, AND D DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES A DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL FACILITY, A PORTION OF WHICH WILL REMAIN IN USE. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES B DESCRIPTION OF PURPOSE: ADVANCE REFUNDING OF 2003 SERIES A DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES C DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL FACILITY, A PORTION OF WHICH WILL REMAIN IN USE. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES D DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL FACILITY, A PORTION OF WHICH WILL REMAIN IN USE. TAX-EXEMPT BONDS F0RM 990, SCHEDULE K, PART IV, ATTACH. K-IV3(B)&(C) ISSUE: A SERIES: 2008 SERIES B1 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/14 ISSUE: A SERIES: 2008 SERIES B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/14 * NOVATED FROM ORIGINAL COUNTERPARTY, J.P. MORGAN CHASE BANK N.A. EFFECTIVE JANUARY 1, 2011. AMIR DAN RUBIN HOUSING LOAN X 1250000 1250000 false true true BRUCE HARRISON HOUSING LOAN X 300000 300000 false true true JAMES HEREFORD HOUSING LOAN X 500000 500000 false true true 2050000 EXPRESSSCRIPTS SEE PART V 8769030 PAYMENT FOR PRODUCTS false STANFORD PET-CT LLC SEE PART V 2937956 PAYMENT FOR SERVICES TO PET-CT false STANFORD PET-CT LLC SEE PART V 16169736 PAYMENT FOR SERVICES TO SHC false SUMIT INSURANCE COMPANY LTD SEE PART V 6874900 PAYMENT FOR INSURANCE PREMIUMS false RELATIONSHIP BETWEEN PERSONS AND ORGANIZATION EXPRESSSCRIPTS: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF EXPRESSSCRIPTS. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING ABOUT THE RELATIONSHIP BETWEEN SHC AND EXPRESSSCRIPTS. STANFORD PET-CT LLC: TWO OFFICERS AND ONE DIRECTOR OF SHC ARE BOARD MEMBERS OF STANFORD PET-CT LLC. SUMIT INSURANCE COMPANY, LTD.: TWO OFFICERS AND FOUR DIRECTORS OF SHC ARE BOARD MEMBERS OF SUMIT INSURANCE COMPANY, LTD. X 24 4471167 MEAN VALUE ON DOT 1 false true true SCHEDULE M, PART I, COLUMN B STANFORD HEALTH CARE IS REPORTING THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, QUESTION 32B STANFORD HEALTH CARE UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS. MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 STANFORD HEALTH CARE ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, A CANCER CENTER IN PALO ALTO, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STANFORD HEALTH CARE HAS A MISSION TO CARE, TO EDUCATE, AND TO DISCOVER. THEIR VISION STATEMENT IS HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A STANFORD HEALTH CARE ("SHC") IS KNOWN WORLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 25,092 PATIENT DISCHARGES. SHC HAD 144,928 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 591,842 FOR THE FISCAL YEAR ENDED AUGUST 31, 2014. SUMMARY OF SHC COMMUNITY BENEFIT ACTIVITIES: INVESTMENTS IN VULNERABLE POPULATIONS SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT WAS IN IMPROVING ACCESS TO HEALTH CARE FOR VULNERABLE COMMUNITY MEMBERS. IN FY 2014, SHC CONTRIBUTED MORE THAN $164 MILLION, OVER 74 PERCENT OF ITS COMMUNITY BENEFIT EXPENDITURES, TO ACTIVITIES SUPPORTING VULNERABLE POPULATIONS (EXCLUDING UNCOMPENSATED MEDICARE). SHC'S UNCOMPENSATED EXPENSE (COST LESS REIMBURSEMENT) FOR MEDI-CAL WAS OVER $146.8 MILLION. CHARITY CARE FOR UNINSURED AND UNDERINSURED PATIENTS TOTALED NEARLY $13.5 MILLION. IN ADDITION TO THE INVESTMENTS IN CHARITY CARE AND UNCOMPENSATED MEDI-CAL, SHC'S CONTRIBUTION TO OTHER COMMUNITY BENEFIT ACTIVITIES FOR VULNERABLE POPULATIONS WAS OVER $4.1 MILLION IN FY 2014. THESE ACTIVITIES PROVIDE ESSENTIAL SERVICES FOR THOSE MOST IN NEED IN OUR COMMUNITIES. SHC SUPPORTED SIX COMMUNITY CLINICS AND A TRANSITIONAL MEDICAL UNIT IN A HOMELESS SHELTER AS PART OF ITS IMPROVE ACCESS TO CARE HEALTH INITIATIVE. COMMUNITY PARTNERS INCLUDE CARDINAL FREE CLINICS (ARBOR AND PACIFIC); RAVENSWOOD FAMILY HEALTH CENTER; MAYVIEW COMMUNITY HEALTH CENTER; SAMARITAN HOUSE REDWOOD CITY FREE CLINIC; PENINSULA HEALTHCARE CONNECTION; AND THE MEDICAL RESPITE CENTER AT HOME FIRST'S BOCCARDO REGIONAL CENTER IN SAN JOSE. THE GOAL OF THIS INITIATIVE IS TO BUILD COMMUNITY CAPACITY TO DELIVER QUALITY PRIMARY AND PREVENTIVE HEALTH CARE. BENEFITS FOR THE LARGER COMMUNITY SHC SUPPORTED A WIDE RANGE OF ACTIVITIES TO BENEFIT THE BROADER COMMUNITY IN FY 2014, CONTRIBUTING NEARLY $3.2 MILLION TO SUPPORT THESE ACTIVITIES. THESE ACTIVITIES INCLUDING THE STANFORD HEALTH LIBRARY, 36 DIFFERENT PROGRAMS TO SUPPORT COMMUNITY MEMBERS FIGHTING CANCER, VARIOUS SUPPORT GROUPS, TRAFFIC AND BICYCLE SAFETY PROGRAMS, CANCER CLINICAL TRIALS INFORMATION AND REFERRAL WEBSITE AND PHONE LINE, STANFORD LIFE FLIGHT AND MEDICAL TRANSPORT SERVICE, AND EMERGENCY PLANNING FOR THE COMMUNITY. HEALTH RESEARCH, EDUCATION AND TRAINING RESEARCH, EDUCATION, AND TRAINING ARE CORE TO SHC'S MISSION. SHC IS THE SETTING FOR TRAINING MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THE STANFORD SCHOOL OF MEDICINE AND, AS SUCH, MAKES A SIGNIFICANT CONTRIBUTION TO TRAINING THE NEXT GENERATION OF HEALTHCARE PROVIDERS. IN FY 2014, SHC CONTRIBUTED NEARLY $53.5 MILLION TO SUPPORT HEALTH RESEARCH, EDUCATION, AND TRAINING. OF THIS AMOUNT, $46.5 MILLION WAS SPENT TO TRAIN MEDICAL RESIDENTS AND INTERNS. IN ADDITION TO TRAINING PHYSICIANS, SHC SUPPORTS THE TRAINING OF OTHER HEALTH PROFESSIONALS. IN FY 2014, SHC INVESTED NEARLY $7 MILLION ON THIS TRAINING. HOSPITAL DEPARTMENTS SUCH AS REHABILITATION SERVICES, RESPIRATORY CARE SERVICES, RADIOLOGY, NUCLEAR MEDICINE, NURSING, AND CLINICAL LABS PROVIDED PRECEPTORS AND CLINICAL ROTATIONS FOR STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES. SHC ALSO PROVIDED A TRAINING GROUND FOR PHARMACY RESIDENTS AND STUDENTS AND PSYCHOLOGY GRADUATE STUDENTS. BENEFITS FOR VULNERABLE POPULATIONS $ 164,439,437 MEDICARE (UNCOMPENSATED EXPENSE) $ 296,440,771 BENEFITS FOR THE LARGER COMMUNITY $ 3,153,304 HEALTH RESEARCH, EDUCATION AND TRAINING $ 53,457,711 TOTAL EXCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $ 221,050,452 TOTAL INCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $ 517,491,223 NUMBER OF EMPLOYEES FORM 990, PART V, LINE 2A IN PRIOR YEARS, THE TOTAL NUMBER REPORTED ON PART V, LINE 2A INCLUDED EMPLOYEES LEASED TO LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD (LPCH) UNDER A LEASED EMPLOYEE ARRANGEMENT. IN 2012, THIS ARRANGEMENT WAS TERMINATED AND THESE EMPLOYEES ARE NO LONGER INCLUDED ON SHC'S PAYROLL. EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1A IF A MATTER NORMALLY REQUIRING ACTION BY THE BOARD OF DIRECTORS ARISES BETWEEN MEETINGS OF THE BOARD AND IS A MATTER WHICH, IN THE OPINION OF ANY FOUR (4) OUT OF SIX (6) OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE PRESIDENT OF THE CORPORATION, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE AUDIT COMMITTEE, REQUIRES ACTION BY THE BOARD BEFORE THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD, THEN ANY FOUR (4) OR MORE OUT OF THOSE SIX (6) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD OF DIRECTORS, ARE AUTHORIZED JOINTLY TO TAKE WHATEVER ACTION IS NECESSARY TO RESOLVE THE MATTER, AND SUCH ACTION WILL CONSTITUTE AUTHORIZED ACTION OF THE BOARD TO THE SAME EXTENT AS IF IT HAS BEEN ADOPTED AT A MEETING OF THE BOARD; PROVIDED, HOWEVER, THAT AT LEAST ONE (1) OF THE FOUR (4) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD PURSUANT TO THIS SECTION SHALL BE AN "OUTSIDE DIRECTOR," AS DEFINED IN BYLAWS AND PROVIDED, FURTHER, THAT THE DIRECTORS ACTING AS A COMMITTEE OF THE BOARD SHALL NOT IN ANY CASE BE AUTHORIZED BY THIS SECTION TO EXERCISE THOSE POWERS WHICH BY LAW, THE ARTICLES OF INCORPORATION, THESE BYLAWS OR SPECIFIC ACTION BY THE MEMBER, SET FORTH IN A RESOLUTION OF THE MEMBER, MAY BE EXERCISED ONLY BY THE MEMBER OR MAY NOT BE DELEGATED TO A COMMITTEE OF THE BOARD. FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 CHRISTOPHER DAWES IS AN EMPLOYEE, CHIEF EXECUTIVE OFFICER AND A DIRECTOR OF LUCILE SALTER PACKARD CHILDREN'S HOSPITAL. THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: MARY CRANSTON MARIANN BYERWALTER AMIR DAN RUBIN THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: NORMAN RIZK MD JOHN MORGRIDGE ANN WEINACKER MD MARK WELTON MD LLOYD B. MINOR MD THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: JOHN GUNN THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT STANFORD PET-CT LLC: AMIR DAN RUBIN JAMES HEREFORD LLOYD B. MINOR MD THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT SUMIT HOLDING INTERNATIONAL, LLC: AMIR DAN RUBIN DANIEL MORISSETTE CHRISTOPHER DAWES NORMAN RIZK MD THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT SUMIT INSURANCE COMPANY, LTD.: AMIR DAN RUBIN DANIEL MORISSETTE CHRISTOPHER DAWES LLOYD B. MINOR MD NORMAN RIZK MD ANN WEINACKER MD THE FOLLOWING INDIVIDUALS ARE CLASS A SUBSCRIBER VOTING MEMBERS AT THE PROFESSIONAL EXCHANGE ASSURANCE COMPANY: AMIR DAN RUBIN DANIEL MORISSETTE CHRISTOPHER DAWES NORMAN RIZK MD Form 990, Part VI, Line 4 The organization amended its Articles of Incorporation and bylaws to change its name from Stanford Hospital and Clinics to Stanford Health Care. This information was provided to the Internal Revenue Service prior to filing this return. MEMBERS FORM 990, PART VI, LINE 6 STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HEALTH CARE ("SHC"). ELECTION BY MEMBERS FORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, APPOINTS THE SHC BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B The sole member, Stanford University, may remove an elected Director at any time without cause. REVIEW OF FORM 990 FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY TAX COMPLIANCE AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS. WHEN STANFORD HEALTH CARE RECEIVES CONTRIBUTIONS FROM DONORS WHO WISH TO REMAIN ANONYMOUS BUT OTHERWISE MEET THE SCHEDULE B THRESHOLD REPORTING REQUIREMENTS, THE BOARD REVIEW THE FORM 990 WITHOUT DISCLOSURE OF THESE DONORS' NAME IN ORDER TO PROTECT THE DONORS' ANONYMITY. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING. PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'S CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED EACH SEPTEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES. AVAILABILITY OF GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS. BOARD OF DIRECTORS CHANGES Form 990, Part VII, Section A The following board members retired from the board of directors during FY14 as noted: Susan L Bostrom - until 12/31/2013 Mariann Byerwalter - until 12/31/2013 Bruce Cozadd - until 12/31/2013 Ted Love - until 6/25/2014 Ann Weinacher MD - until 4/30/2014 Scott Wood MD - until 12/31/2013 The following board members were appointed to the board as of during FY14 as noted: Chandler Evans - As of 1/1/2014 Margaret Raffin - As of 1/1/2014 Kathy Renschler - As of 1/1/2014 Mark Welton - As of 5/1/2014 The following board members received the title "Vice Chair" effective 1/1/2014: Ron Johnson John Gunn Board member John Levin received the title of "Chair" effective 1/1/2014. HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII, COLUMN B CHRISTOPHER DAWES IS A DIRECTOR OF SHC. FOR FY14 HE WAS ALSO THE PRESIDENT AND CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD (LPCH), A RELATED ORGANIZATION. MR. DAWES RECEIVES COMPENSATION FROM LPCH FOR HIS SERVICES AT LPCH. MR DAWES RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. LLOYD B. MINOR MD, JOHN MORGRIDGE, NORMAN RISK MD, ANN WEINACKER MD, AND MARK WELTON MD ARE DIRECTORS OF SHC. FOR FY14 THEY WERE EMPLOYED AT STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THESE INDIVIDUALS RECEIVES COMPENSATION FROM SU FOR THEIR SERVICES AT SU. THEY RECEIVED NO COMPENSATION FOR DUTIES AS A DIRECTORS OF SHC. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES ADDITIONAL MINIMUM PENSION LIABILITY $ 6,650,000 INTEREST RATE SWAP MTM $ (37,532,179) EQUITY TRANSFER $ (51,857,506) PET/CT INCOME BOOK/TAX DIFFERENCE $ (2,067) SEROC INCOME BOOK/TAX DIFFERENCE $ (51,477) ------------- OTHER CHANGES IN NET ASSETS OR FUND BALANCES $ (82,793,229) CARE COUNSEL LLC 899 Northgate Drive Suite 530 San Rafael CA 94903 680396696 MEDICAL CA 1602058 590560 SHC THE BRD OF TRUST LELAND STANF JR UNI 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 ACADEMIA CA 501(C)(3) 2 NA false LUCILE SALTER PACKARD CHILDRENS HOSPITAL 725 WELCH ROAD MC 5553 PALO ALTO CA 94304 770003859 HEALTHCARE CA 501(C)(3) 3 STANFORD true THE FREIDENRICH SUPPORT FOUNDATION 3145 PORTER DRIVE PALO ALTO CA 94304 300519583 SUPPORT CA 501(C)(3) 11, TYPE I STANFORD true SHR HOLDINGS INC 3145 PORTER DRIVE PALO ALTO CA 94304 943187167 REAL ESTATE CA 501(C)(25) N/A STANFORD true SU EMP BEN TRUST POST RETEMPYNT BEN 3145 PORTER DRIVE PALO ALTO CA 94304 943246199 BENEFITS CA 501(C)(9) N/A STANFORD true UNIVERSITY HEALTHCARE ALLIANCE 855 OAK GROVE AVE SUITE 100 MENLO PARK CA 94205 943192446 HEALTHCARE CA 501(C)(3) 3 SHC true THE DUDLEY E CHAMBERS FOUNDATION JP MORGAN CHASE PO BOX 3038 MILWAUKEE WI 53201 386841793 SUPPORT NY 501(C)(3) 11,TYPE III STANFORD true STANFORD UNIVERSITY BOOK STORE BLDG 60 MAIN QUAD NO 105 STANFORD CA 94305 940894150 SUPPORT CA 501(C)(3) 11, TYPE I STANFORD true STANFORD SCHOOLS CORPORATION 475 POPE STREET MENLO PARK CA 94025 202699147 EDUCATIONAL CA 501(C)(3) 2 STANFORD true PACKARD CHILDREN'S HEALTH ALLIANCE 725 WELCH ROAD MC5551 PALO ALTO CA 94304 320359189 HEALTHCARE CA 501(C)(3) 3 LPCH true STANFORD HABITAT CONSERVATION BOARD 3160 PORTER DR STE 200 PALO ALTO CA 94304 461882243 CONSERVATION CA 501(C)(3) 7 STANFORD true STANFORD FACULTY CLUB PO BOX 7229 STANFORD CA 94309 941187089 FAC INTERACT. 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