SRM ALLIANCE HOSPITAL SERVICES: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SRM ALLIANCE HOSPITAL SERVICES (EIN 68-0395200)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-14
IRS object ID: 201441349349307624
Schema version: 2012v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule H
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-14T17:30:46-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	18111 VON KARMAN AVENUE SUITE 1000	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92612	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	680395200	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SRM ALLIANCE HOSPITAL SERVICES	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% JANE STONE	InCareOfName
Name Control	SRMA	NameControl
Phone	7075255300	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 NORTH MCDOWELL BLVD	AddressLine1
Address Line2	Suite	AddressLine2
City	PETALUMA	City
State	CA	State
ZIP Code	94954	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHEL RICCIONI	Name
Title	CHIEF FINANCIAL OFFICER	Title
Date Signed	2014-05-13	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	9497942300	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	PETALUMA VALLEY HOSPITAL	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	TODD SALNAS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1165 MONTGOMERY DRIVE	AddressLine1
City	SANTA ROSA	City
State	CA	State
ZIP Code	95405	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	82508202	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c3	X	Organization501c3
Web Site	WWW.STJHS.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1996	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	WE ARE COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES WE SERVE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	5	NbrIndependentVotingMembers
Total Nbr Employees	607	TotalNbrEmployees
Total Nbr Volunteers	187	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1698455	ContributionsGrantsPriorYear
Contributions Grants Current Year	1491474	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	82077261	ProgramServiceRevenuePriorYear
Program Service Revenue CY	80881013	ProgramServiceRevenueCY
Investment Income Prior Year	88435	InvestmentIncomePriorYear
Investment Income Current Year	54580	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-92199	OtherRevenuePriorYear
Other Revenue Current Year	-84820	OtherRevenueCurrentYear
Total Revenue Prior Year	83771952	TotalRevenuePriorYear
Total Revenue Current Year	82342247	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	47809	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	35235	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	47739939	SalariesEtcPriorYear
Salaries Etc Current Year	47836532	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	388318	TotalFundrsngExpCurrentYear
Other Expense Prior Year	37064871	OtherExpensePriorYear
Other Expenses Current Year	35674017	OtherExpensesCurrentYear
Total Expenses Prior Year	84852619	TotalExpensesPriorYear
Total Expenses Current Year	83545784	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-1080667	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-1203537	RevenuesLessExpensesCY
Total Assets BOY	35000706	TotalAssetsBOY
Total Assets EOY	42355160	TotalAssetsEOY
Total Liabilities BOY	23433015	TotalLiabilitiesBOY
Total Liabilities EOY	31990756	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	11567691	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	10364404	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	SEE SCHEDULE O.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	77700781	Expense
Grants	35235	Grants
Revenue	80881013	Revenue
Description	SEE SCHEDULE O.	Description
Total Program Service Expense	77700781	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	true	Hospital
Financial Stmt Attached	true	FinancialStmtAttached
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	106	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	607	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	5	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JANE STONE	NamePerson
Telephone Number	7075255300	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	141 STONY CIRCLE SUITE 140	AddressLine1
City	SANTA ROSA	City
State	CA	State
ZIP Code	95401	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
SISTER MARIAN SCHUBERT
BOARD MEMBER	2.0	2.0	X	0	0	0
TODD SALNAS
BOARD MEMBER, PRESIDENT	7.0	43.0	X	0	513961	36362	X
NANCY PRATT
BOARD MEMBER	2.0	2.0	X	0	291616	2998
JIM CARR
BOARD MEMBER/CHAIRPERSON	5.0	0.0	X	0	0	0
SISTER JUDITH DUGAN
BOARD MEMBER	2.0	0.0	X	0	0	0
KATHRYN POWELL
BOARD MEMBER	2.0	0.0	X	0	0	0
PAMELA TUFT
BOARD MEMBER	2.0	0.0	X	0	0	0
RAJESH RANADIVE MD
CHIEF OF STAFF	5.0	0.0	X	27000	0	0
SISTER CHRISTINE RAY
BOARD MEMBER (PART YEAR)	2.0	2.0	X	0	0	0
ANNETTE WALKER
BOARD MEMBER (PART YEAR)	2.0	50.0	X	0	650691	49701
JO SANDERSFELD
SEC/VP MISSION INTEGRATION	7.0	43.0		0	309054	37587	X
MICHEL RICCIONI
CHIEF FINANCIAL OFFICER	7.0	43.0		0	507651	44578	X
KEVIN KLOCKENGA
REGIONAL EVP	7.0	43.0		0	782806	37072	X
JANE READ
VP-OPERATIONS	43.0	0.0		302488	0	22806		X
JUDITH RYDER
DIRECTOR - HOSPICE SERVICES	40.0	0.0		170404	0	42850			X
NANCY CORDA
DIRECTOR OF NURSING SERVICES	40.0	0.0		167799	0	27537			X
JAYNIE BOREN
N. CA REG VP - STRATEGIC SVCS	5.0	45.0		0	372410	19130		X
GARY MAHAN
MANAGER - PHARMACY	40.0	0.0		182098	0	47122			X
JANETTE MARLOW
STAFF NURSE III - CNA	32.0	0.0		177673	0	37805			X
JAMES SWANSON
STAFF NURSE II - CNA	40.0	0.0		189217	0	14916			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1216679	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	3428189	TotalReportableCompFrmRltdOrgs
Total Other Compensation	420464	TotalOtherCompensation
Number Individuals GT100 K	75	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
MEDICAL STAFFING NETWORK HEALTHCARE
PO BOX 203000	DALLAS	TX	75320	REGISTRY	1174020
PETALUMA SURGICAL ASSOCIATES LLC
18 LYNCH CREEK WAY STE 7	PETALUMA	CA	94954	OR MANAGEMENT	537000
M ATCHISON CRNA INC
707 MACINNES COURT	NAPA	CA	94558	ANESTHESIA COVERAGE	512400
ST JOSEPH HERITAGE HEALTHCARE
500 SOUTH MAIN STREET STE 1000	ORANGE	CA	92868	PHYSICIAN SERVICES	442014
STAFF CARE INC
PO BOX 281923	ATLANTA	GA	30384	HOSPITALISTS	365032

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	12	NumberOfContractorsGT100K
Fundraising Events	325354	FundraisingEvents
Related Organizations	188500	RelatedOrganizations
Government Grants	13300	GovernmentGrants
All Other Contributions	964320	AllOtherContributions
Noncash Contributions	17064	NoncashContributions
Total Contributions	1491474	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
NET PATIENT SERVICES	622110	79253627	79253627	$0
ELECTRONIC HEALTH RECORDS	900099	1178290	1178290	$0
CAFETERIA REVENUE	722310	84161	84161	$0
OTHER OPERATING REVENUE	900099	364935	364935	$0

Field	Value	IRS element (for citing)
Total Program Service Revenue	80881013	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	54580	TotalRevenueColumn
Exclusion	$54,580	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

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

Royalties Revenue RoyaltiesRevenue

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

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

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

Net Gain Or Loss Investments NetGainOrLossInvestments

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

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	81135	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	325354	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	165955	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-84820	TotalRevenueColumn
Exclusion	-$84,820	ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

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

Net Income Or Loss NetIncomeOrLoss

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

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	82342247	TotalRevenueColumn
Related Or Exempt Function Income	80881013	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$30,240	ExclusionAmount

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

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	35235	Total
Program Services	35235	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	641411	Total
Program Services	58318	ProgramServices
Management And General	583093	ManagementAndGeneral
Fundraising	0	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	29729391	Total
Program Services	28496289	ProgramServices
Management And General	1048818	ManagementAndGeneral
Fundraising	184284	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	2034372	Total
Program Services	1928890	ProgramServices
Management And General	94310	ManagementAndGeneral
Fundraising	11172	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	12806709	Total
Program Services	12128895	ProgramServices
Management And General	575569	ManagementAndGeneral
Fundraising	102245	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2624649	Total
Program Services	2487885	ProgramServices
Management And General	121802	ManagementAndGeneral
Fundraising	14962	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	4345032	Total
Program Services	4345032	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	638513	Total
Management And General	638513	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	96131	Total
Program Services	0	ProgramServices
Management And General	96131	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	7150	Total
Program Services	7150	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total
Fundraising	0	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	11099523	Total
Program Services	9896772	ProgramServices
Management And General	1195162	ManagementAndGeneral
Fundraising	7589	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	38204	Total
Program Services	3042	ProgramServices
Management And General	34555	ManagementAndGeneral
Fundraising	607	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1975536	Total
Program Services	1584299	ProgramServices
Management And General	384547	ManagementAndGeneral
Fundraising	6690	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	2759056	Total
Program Services	2609583	ProgramServices
Management And General	143629	ManagementAndGeneral
Fundraising	5844	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1031287	Total
Program Services	998486	ProgramServices
Management And General	1448	ManagementAndGeneral
Fundraising	31353	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	267491	Total
Program Services	234548	ProgramServices
Management And General	32890	ManagementAndGeneral
Fundraising	53	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	6766	Total
Program Services	4229	ProgramServices
Management And General	2537	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	26576	Total
Program Services	25559	ProgramServices
Management And General	978	ManagementAndGeneral
Fundraising	39	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	2135676	Total
Program Services	2080596	ProgramServices
Management And General	54973	ManagementAndGeneral
Fundraising	107	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	553424	Total
Program Services	532259	ProgramServices
Management And General	20361	ManagementAndGeneral
Fundraising	804	Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
MEDICAL SUPPLIES	5341417	5341417	0	0
CA HOSPITAL FEE PROGRAM	3968274	3968274	0	0
ALL OTHER EXPENSES	1383961	934023	427369	22569

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	83545784	Total
Program Services	77700781	ProgramServices
Management And General	5456685	ManagementAndGeneral
Fundraising	388318	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	4571906	BOY
EOY	10922087	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	9126747	BOY
EOY	9097171	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	76899	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	975498	BOY
EOY	1017500	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	195215	BOY
EOY	165470	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	50606919	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	32622223	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	16174979	BOY
EOY	17984696	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	75174	BOY
EOY	131163	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	3804288	BOY
EOY	3037073	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	35000706	BOY
EOY	42355160	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	8320070	BOY
EOY	9137985	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	15112945	BOY
EOY	22852771	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	23433015	BOY
EOY	31990756	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	9636993	BOY
EOY	8559568	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1930698	BOY
EOY	1804836	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	11567691	BOY
EOY	10364404	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	35000706	BOY
EOY	42355160	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-1203537	ReconcilationRevenueExpenses
Reconcilation Other Changes	250	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Media Advertisements	$0	MediaAdvertisementsAmount
Mailings Members	false	MailingsMembers
Mailings Members	$0	MailingsMembersAmount
Publications Or Broadcast	false	PublicationsOrBroadcast
Publications Or Broadcast	$0	PublicationsOrBroadcastAmount
Grants Other Organizations	false	GrantsOtherOrganizations
Grants Other Organizations	$0	GrantsOtherOrganizationsAmount
Direct Contact Legislators	false	DirectContactLegislators
Direct Contact Legislators	$0	DirectContactLegislatorsAmount
Rallies Demonstrations	false	RalliesDemonstrations
Rallies Demonstrations	$0	RalliesDemonstrationsAmount
Other Activities	true	OtherActivities
Other Activities	$7,150	OtherActivitiesAmount
Total Lobbying Expenditures IIB	7150	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	PORTION OF DUES PAID TO HOSPITAL ASSOCIATIONS FOR LOBBYING	Identifier
Return Reference	SCHEDULE C, PART II-B, LINE 1I	ReturnReference
Explanation	DURING THE PAST YEAR, ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS OF LEGISLATION.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Current Year Minus3 Years		CurrentYearMinus3Years
Current Year Minus4 Years		CurrentYearMinus4Years
Land		Land
Buildings		Buildings

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	15861730	OtherCostOrOtherBasis
Depreciation	10271355	Depreciation
Book Value	5590375	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	30827610	OtherCostOrOtherBasis
Depreciation	22350868	Depreciation
Book Value	8476742	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3917579	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	3917579	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	17984696	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
HOSPITAL FEE	1958442
DEFERRED FINANCING COSTS, NET	1061145
OTHER RECEIVABLES	17486

Field	Value	IRS element (for citing)
Total Book Value Other Assets	3037073	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
DUE TO AFFILIATES	$22,068,746
INTERCO WITH HEALTH SYSTEM-BONDS	$784,025

Field	Value	IRS element (for citing)
Total Of Amounts	22852771	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	ASC 740 (FIN48) FOOTNOTE	Identifier
Return Reference	SCHEDULE D, PART X, LINE 2	ReturnReference
Explanation	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, 2013 OR 2012.	Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GOLF TOURNAMENT	NameOfEvent1
Gross Receipts Event1	148664	GrossReceiptsEvent1
Charitable Contributions Event1	104504	CharitableContributionsEvent1
Gross Revenue Event1	44160	GrossRevenueEvent1
Cash Prizes Event1	0	CashPrizesEvent1
Non Cash Prizes Event1	11464	NonCashPrizesEvent1
Rent Facility Costs Event1	13145	RentFacilityCostsEvent1
Food And Beverage Event1	14850	FoodAndBeverageEvent1
Entertainment Event1	0	EntertainmentEvent1
Other Direct Expenses Event1	34699	OtherDirectExpensesEvent1
Name Of Event2	BENEDETTI	NameOfEvent2
Gross Receipts Event2	257825	GrossReceiptsEvent2
Charitable Contributions Event2	220850	CharitableContributionsEvent2
Gross Revenue Event2	36975	GrossRevenueEvent2
Cash Prizes Event2	0	CashPrizesEvent2
Non Cash Prizes Event2	1750	NonCashPrizesEvent2
Rent Facility Costs Event2	0	RentFacilityCostsEvent2
Food And Beverage Event2	39883	FoodAndBeverageEvent2
Entertainment Event2	0	EntertainmentEvent2
Other Direct Expenses Event2	50164	OtherDirectExpensesEvent2
Total Number Of Other Events	0	TotalNumberOfOtherEvents
Gross Receipts Total	406489	GrossReceiptsTotal
Charitable Contributions Total	325354	CharitableContributionsTotal
Gross Revenue Total Events	81135	GrossRevenueTotalEvents
Cash Prizes Total Events	0	CashPrizesTotalEvents
Non Cash Prizes Total Events	13214	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	13145	RentFacilityCostsTotalEvents
Food And Beverage Total Events	54733	FoodAndBeverageTotalEvents
Entertainment Total Events	0	EntertainmentTotalEvents
Other Direct Expenses Total Events	84863	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	165955	DirectExpenseSummaryEvents
Net Income Summary	-84820	NetIncomeSummary

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	true	CharityCarePolicy
Written Policy	true	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	true	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	true	FPGReferenceDiscountedCare

Discounted Other DiscountedOther

Field	Value	IRS element (for citing)
Other	X	Other
Discounted Other Percentage	500.	DiscountedOtherPercentage

Field	Value	IRS element (for citing)
Free Disc Care Medically Indigent	true	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	true	ExpensesExceededBudget
Unable To Provide Care	false	UnableToProvideCare
Annual Community Benefit Report	true	AnnualCommunityBenefitReport
Report Publically Available	true	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1565634	TotalCommunityBenefitExpense
Net Community Benefit Expense	1565634	NetCommunityBenefitExpense
Percent Of Total Expense	0.01870	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	16761073	TotalCommunityBenefitExpense
Direct Offsetting Revenue	10183708	DirectOffsettingRevenue
Net Community Benefit Expense	6577365	NetCommunityBenefitExpense
Percent Of Total Expense	0.07870	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1577307	TotalCommunityBenefitExpense
Direct Offsetting Revenue	618270	DirectOffsettingRevenue
Net Community Benefit Expense	959037	NetCommunityBenefitExpense
Percent Of Total Expense	0.01150	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	19904014	TotalCommunityBenefitExpense
Direct Offsetting Revenue	10801978	DirectOffsettingRevenue
Net Community Benefit Expense	9102036	NetCommunityBenefitExpense
Percent Of Total Expense	0.10890	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	326396	TotalCommunityBenefitExpense
Direct Offsetting Revenue	216805	DirectOffsettingRevenue
Net Community Benefit Expense	109591	NetCommunityBenefitExpense
Percent Of Total Expense	0.00130	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	5000	TotalCommunityBenefitExpense
Net Community Benefit Expense	5000	NetCommunityBenefitExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	52000	TotalCommunityBenefitExpense
Net Community Benefit Expense	52000	NetCommunityBenefitExpense
Percent Of Total Expense	0.00060	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	383396	TotalCommunityBenefitExpense
Direct Offsetting Revenue	216805	DirectOffsettingRevenue
Net Community Benefit Expense	166591	NetCommunityBenefitExpense
Percent Of Total Expense	0.00200	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	20287410	TotalCommunityBenefitExpense
Direct Offsetting Revenue	11018783	DirectOffsettingRevenue
Net Community Benefit Expense	9268627	NetCommunityBenefitExpense
Percent Of Total Expense	0.11090	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReported
Bad Debt Expense	$8,055,000	BadDebtExpenseAmount
Amount Reimbursed By Medicare	16765885	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	27386213	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-10620328	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost Accounting System	X	CostAccountingSystem

Field	Value	IRS element (for citing)
Written Debt Collection Policy	true	WrittenDebtCollectionPolicy
Provision For Charity Care	true	ProvisionForCharityCare
Number Of Hospital Facilities	1	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

Field	Value	IRS element (for citing)
Facility Number	1	FacilityNumber

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SRM ALLIANCE HOSPITAL SERVICES	BusinessNameLine1

Address Address

Field	Value	IRS element (for citing)
Address Line1	400 NORTH MCDOWELL BLVD	AddressLine1
City	PETALUMA	City
State	CA	State
ZIP Code	94954	ZIPCode

Field	Value	IRS element (for citing)
Website Address	WWW.STJHS.ORG	WebsiteAddress
Licensed Hospital	X	LicensedHospital
General Medical And Surgical	X	GeneralMedicalAndSurgical
Er24 Hours	X	Er24Hours

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	SRM ALLIANCE HOSPITAL SERVICES	BusinessNameLine1

Field	Value	IRS element (for citing)
Hospital Facility Number	1	HospitalFacilityNumber
CHNA Conducted	true	CHNAConducted
Community Definition	X	CommunityDefinition
Community Demographics	X	CommunityDemographics
Existing Resources	X	ExistingResources
How Data Obtained	X	HowDataObtained
Community Health Needs	X	CommunityHealthNeeds
Other Health Issues	X	OtherHealthIssues
Identifying Process	X	IdentifyingProcess
Consulting Process	X	ConsultingProcess
Information Gaps	X	InformationGaps
Needs Assessment Conducted	12	NeedsAssessmentConducted
Take Into Account	true	TakeIntoAccount
Other Facilities	true	OtherFacilities
CHNA Widely Available	true	CHNAWidelyAvailable
Own Website	X	OwnWebsite
On Request	X	OnRequest
Adopt Implement Strategy	X	AdoptImplementStrategy
Execute Implement Strategy	X	ExecuteImplementStrategy
Include Operational Plans	X	IncludeOperationalPlans
Adopt Budget	X	AdoptBudget
Prioritize Health Needs	X	PrioritizeHealthNeeds
Prioritize Services	X	PrioritizeServices
All Needs Addressed	false	AllNeedsAddressed
Organization Incur Excise Tax	false	OrganizationIncurExciseTax
Eligibility Criteria Explained	true	EligibilityCriteriaExplained
Uses FPG Free	true	UsesFPGFree
FPG Free Percent	200.	FPGFreePercent
Uses FPG Discounted	true	UsesFPGDiscounted
FPG Discount Percent	500.	FPGDiscountPercent
Explains Basis	true	ExplainsBasis
Income Level	X	IncomeLevel
Asset Level	X	AssetLevel
Medical Indigency	X	MedicalIndigency
Insurance Status	X	InsuranceStatus
Medicaid Medicare	X	MedicaidMedicare
State Regulation	X	StateRegulation
Other Factors	X	OtherFactors
Explains Application Method	true	ExplainsApplicationMethod
Includes Publicity Measures	true	IncludesPublicityMeasures
Other Publicity	X	OtherPublicity
Actions On Nonpayment	true	ActionsOnNonpayment
Collection Activities	false	CollectionActivities
Notified All Patients	X	NotifiedAllPatients
Other Actions Taken	X	OtherActionsTaken
Nondiscrim Emergency Care Policy	true	NondiscrimEmergencyCarePolicy
Used Other Method	X	UsedOtherMethod
Amounts Generally Billed	false	AmountsGenerallyBilled
Gross Charges	false	GrossCharges

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	6	NumberOfOtherFacilities

Other Facilities OtherFacilities (6 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
HOSPICE OF PETALUMA
416 PAYRAN STREET	PETALUMA	CA	95954	HOSPICE
LYNCH CREEK IMAGINGRADIOLOGY
151 LYNCH CREEK	PETALUMA	CA	94954	IMAGING/RADIOLOGY
HOSPICE OF NORTH COUNTY
205 EAST STREET	HEALDSBURG	CA	95448	HOSPICE
HOSPICE OF SANTA ROSA
491 BENTON STREET	SANTA ROSA	CA	95405	HOSPICE
HOSPICE OF SANTA ROSA
821 MENDOCINO AVENUE	SANTA ROSA	CA	95405	HOSPICE
HOSPICE OF SANTA ROSA
495 BENTON STREET	SANTA ROSA	CA	95405	HOSPICE

Form990 Schedule H Part VI Form990ScheduleHPartVI (20 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SCHEDULE H, PART I, LINES 7A-7I	COSTING METHODOLOGY	THE AMOUNTS REPORTED IN THE TABLE WERE CALCULATED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM.
SCHEDULE H, PART I, LINE 7G	SUBSIDIZED HEALTH SERVICES	NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED.
SCHEDULE H, PART III, SECTION A, LINE 2		THE AMOUNTS REPORTED WERE CALCULATED USING A COST-TO-CHARGE RATIO. WE CALCULATE THE OVERALL HOSPITAL COST TO CHARGE RATIO USING GROSS CHARGES AND OPERATIONAL COSTS. WE APPLIED THAT RATIO TO THE GROSS CHARGES WRITTEN OFF TO BAD DEBT. ANY PAYMENTS ON PATIENT ACCOUNTS REDUCE THE AMOUNT CALCULATED FOR BAD DEBT. NO DISCOUNTS ARE APPLIED. 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, SECTION A, LINE 4		PAGE 11 OF THE 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 RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED AND OTHERS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS.
SCHEDULE H, PART III, SECTION B, LINE 8		AS A CATHOLIC HEALTH CARE MINISTRY, THE ORGANIZATION FOLLOWS THE CATHOLIC HEALTH ASSOCIATION'S COMMUNITY BENEFIT REPORTING GUIDELINES AND THEREFORE DOES NOT REPORT MEDICARE AS A COMMUNITY BENEFIT. THE COST ACCOUNTING SYSTEM CALCULATES COSTS AT THE DEPARTMENTAL LEVEL AND APPLIES IT TO EACH PATIENT ACCOUNT. WE THEN USE THE TOTAL COSTS OF ALL THE APPLICABLE ACCOUNTS TO DETERMINE MEDICARE COSTS.
SCHEDULE H, PART III, SECTION C, LINE 9B		PATIENT ACCOUNTS WERE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MADE A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMED AN EVALUATION TO IDENTIFY IF THE ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR FREE CARE (100 PERCENT FINANCIAL ASSISTANCE) WERE WRITTEN OFF AND COLLECTION EFFORTS WERE NOT PURSUED. THE ORGANIZATION'S COLLECTIONS POLICY APPLIED TO ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR A PARTIAL DISCOUNT.
SRM ALLIANCE HOSPITAL SERVICES (1)	SCHEDULE H, PART V, SECTION B, LINE 3	COMMUNITY INPUT WAS COLLECTED THROUGH KEY INFORMANT PANELS, RESIDENT FOCUS GROUPS, AND THE DEVELOPMENT OF THE STRATEGIC PLANS. KEY INFORMANT PANELS AND RESIDENT FOCUS GROUPS WERE HELD IN CONFIDENTIALITY TO ENSURE CANDID DIALOGUE SURROUNDING COMMUNITY NEEDS. COMMUNITY INPUT WAS ALSO OBTAINED FROM THE FOLLOWING: SONOMA COUNTY DEPT OF HEALTH SERVICES: HEALTH OFFICER AND PUBLIC HEALTH DIVISION DIRECTOR; DIRECTOR OF PUBLIC HEALTH NURSING; MATERNAL CHILD HEALTH COORDINATOR, SUPERVISING PH NURSE; HEALTH INFORMATION SPECIALIST, HEALTHY COMMUNITIES SECTION; EPIDEMIOLOGIST; MENTAL HEALTH AOD SERVICES DIVISION; ALCOHOL AND OTHER DRUGS PREVENTION COORDINATOR; EXECUTIVE DIRECTOR, FIRST FIVE SONOMA COUNTY. HEALTH CARE AND DENTAL CARE: CEO PEDIATRIC DENTAL INITIATIVE; REDWOOD COMMUNITY HEALTH COALITION, DIRECTOR OF COMMUNITY AND GOVERNMENT RELATIONS; HEALTH CARE CONSULTANT. SCHOOLS: SAFE SCHOOLS PROJECT DIRECTOR, SONOMA COUNTY OFFICE OF EDUCATION. SOCIAL SERVICES: DIRECTOR OF HEALTH PROGRAMS, COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY; EXECUTIVE DIRECTOR, DRUG ABUSE ALTERNATIVES CENTER; OUTPATIENT SERVICES DIRECTOR, DRUG ABUSE ALTERNATIVES CENTER. COMMUNITY HEALTH IMPROVEMENT COMMITTEE, SONOMA COUNTY ALLIANCE: COMMUNITY BENEFIT/COMMUNITY HEALTH MANAGER PUBLIC AFFAIRS MARIN SONOMA SERVICE AREA KAISER PERMANENTE; VP MISSION INTEGRATION, ST. JOSEPH HEALTH, SONOMA COUNTY; FUND DEVELOPMENT AND COMMUNITY RELATIONS MANAGER, SUTTER MEDICAL CENTER OF SANTA ROSA; HEALTH ACTION PROGRAM MANAGER, SONOMA COUNTY DEPARTMENT OF HEALTH SERVICES. INDIVIDUALS PROVIDING PUBLIC HEALTH EXPERTISE: HEALTH OFFICER AND PUBLIC HEALTH DIVISION DIRECTOR; DIRECTOR OF PUBLIC HEALTH NURSING; MATERNAL CHILD HEALTH COORDINATOR, SUPERVISING PH NURSE; HEALTH INFORMATION SPECIALIST, HEALTHY COMMUNITIES SECTION; MENTAL HEALTH AOD SERVICES DIVISION; ALCOHOL AND OTHER DRUGS PREVENTION COORDINATOR; EXECUTIVE DIRECTOR, FIRST FIVE SONOMA COUNTY; HEALTH ACTION PROGRAM MANAGER, SONOMA COUNTY DEPARTMENT OF HEALTH SERVICES.
SRM ALLIANCE HOSPITAL SERVICES (1)	SCHEDULE H, PART V, SECTION B, LINE 4	THE NEEDS ASSESSMENT WAS A COLLABORATIVE EFFORT BY SUTTER MEDICAL CENTER OF SANTA ROSA, SANTA ROSA MEMORIAL HOSPITAL, PETALUMA VALLEY HOSPITAL, KAISER PERMANENTE MEDICAL CENTER SANTA ROSA AND THE SONOMA COUNTY DEPARTMENT OF HEALTH SERVICES.
SRM ALLIANCE HOSPITAL SERVICES (1)	SCHEDULE H, PART V, SECTION B, LINE 5A	THE WEB ADDRESS IS: http://www.stjosephhealth.org/documents/SRM-2011-CHNA-Written-Report_FINAL _For-CBC.pdf
SRM ALLIANCE HOSPITAL SERVICES (1)	SCHEDULE H, PART V, SECTION B, LINE 7	SRM ALLIANCES SERVICES WILL NOT ADDRESS PERINATAL ALCOHOL, TOBACCO AND OTHER DRUG USE IN ITS COMMUNITY BENEFIT PROGRAMS. THIS ISSUE IS BEING ADDRESSED BY LOCAL NONPROFIT ORGANIZATIONS WITH GREATER EXPERTISE OR RESOURCES TO RESPOND TO THE PROBLEM. FOR FURTHER INFORMATION, PLEASE SEE THE IMPLEMENTATION STRATEGY FOUND AT: http://www.stjosephhealth.org/documents/PVH_FY12_FY14_CB_Plan_501r_alig nme nt_FINAL.pdf
SRM ALLIANCE HOSPITAL SERVICES (1)	SCHEDULE H, PART V, SECTION B, LINE 12H	THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT.
SRM ALLIANCE HOSPITAL SERVICES (1)	SCHEDULE H, PART V, SECTION B, LINE 14G	THE ORGANIZATION ADHERES TO STATE REGULATIONS IN PUBLICIZING ITS FINANCIAL ASSISTANCE POLICY. THESE REGULATIONS INCLUDE THE POSTING OF THE FULL POLICY ON THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. IN ADDITION, POLICY NOTICES ARE POSTED IN CONSPICUOUS AREAS SUCH AS EMERGENCY DEPARTMENTS, BILLING OFFICES, ADMISSIONS OFFICES AND OTHER OUTPATIENT SETTINGS. INDIVIDUAL NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR PATIENTS WHO HAVE NOT PROVIDED PROOF OF THIRD-PARTY COVERAGE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE ALSO PROVIDED UPON INQUIRY. WRITTEN NOTICES ARE PROVIDED IN ALL LANGUAGES SPOKEN BY 5% OR MORE OF THE HOSPITAL'S SERVICE AREA.
SRM ALLIANCE HOSPITAL SERVICES (1)	SCHEDULE H, PART V, SECTION B, LINE 18E	THE ORGANIZATION ADHERES TO STATE REGULATIONS IN PUBLICIZING ITS FINANCIAL ASSISTANCE POLICY. THESE REGULATIONS INCLUDE THE POSTING OF THE FULL POLICY ON THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. IN ADDITION, POLICY NOTICES ARE POSTED IN CONSPICUOUS AREAS SUCH AS EMERGENCY DEPARTMENTS, BILLING OFFICES, ADMISSIONS OFFICES AND OTHER OUTPATIENT SETTINGS. INDIVIDUAL NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR PATIENTS WHO HAVE NOT PROVIDED PROOF OF THIRD-PARTY COVERAGE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE ALSO PROVIDED UPON INQUIRY. WRITTEN NOTICES ARE PROVIDED IN ALL LANGUAGES SPOKEN BY 5% OR MORE OF THE HOSPITAL'S SERVICE AREA.
SRM ALLIANCE HOSPITAL SERVICES (1)	SCHEDULE H, PART V, SECTION B, LINE 20D	FOR PATIENTS WITH A FAMILY INCOME BETWEEN 201% AND 350% OF FEDERAL POVERTY GUIDELINES (FPG), THE HOSPITAL FACILITY USES MEDICARE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED. FOR PATIENTS WITH A FAMILY INCOME BETWEEN 351% AND 500% OF FPG, THE AVERAGE OF NEGOTIATED COMMERCIAL INSURANCE RATES IS USED TO DETERMINE THE MAXIMUM AMOUNT THAT CAN BE CHARGED.
NEEDS ASSESMENT	SCHEDULE H, PART VI, LINE 2	THE COMMUNITY HEALTH NEEDS ASSESSMENT OF 2011 IS A COLLABORATIVE EFFORT BY SUTTER MEDICAL CENTER OF SANTA ROSA, ST. JOSEPH HEALTH- SONOMA COUNTY (PETALUMA VALLEY HOSPITAL & SANTA ROSA MEMORIAL HOSPITAL), KAISER PERMANENTE MEDICAL CENTER - SANTA ROSA AND THE SONOMA COUNTY DEPARTMENT OF HEALTH SERVICES TO SPOTLIGHT THE HEALTH, WELL-BEING AND FUTURE OF THE CHILDREN OF SONOMA COUNTY, WITH INPUT GATHERED FROM HOSPITAL BOARDS AND STAFF, AS WELL AS COMMUNITY MEMBERS, WHO PARTICIPATED IN FOCUS GROUPS THROUGHOUT THE COUNTY. THESE PARTNERS HAVE JOINED FORCES IN THE PAST IN THEIR JOINT NEEDS ASSESSMENTS TO ADDRESS A NUMBER OF SIGNIFICANT COMMUNITY HEALTH ISSUES - PREVENTION OF DANGEROUS FALLS BY SENIORS, THE LACK OF DIVERSITY IN THE HEALTH CARE WORKFORCE, AND THE NEED FOR IMMUNIZATION CLINICS. THE HEALTH PROBLEMS RAISED IN THE NEEDS ASSESSMENT ARE PREVENTABLE WITH CONCERTED ACTION ON THE PART OF PARTNERS AND THE COMMUNITY. TO THIS END, THE NEEDS ASSESSMENT EMPLOYS THE SPECTRUM OF PREVENTION - A FUNDAMENTAL MODEL IN PUBLIC HEALTH, WHICH ACKNOWLEDGES THAT A BROAD RANGE OF FACTORS PLAY A ROLE IN HEALTH. POLICIES, LEGISLATION AND ORGANIZATIONAL PRACTICES ARE ALL POWERFUL INFLUENCES IN SHAPING AN INDIVIDUAL'S ATTITUDES AND THE ENVIRONMENT THAT DETERMINES THE WAY PEOPLE LIVE. THE 2011 CHNA WAS UPDATED IN 2012 TO ALIGN WITH THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (PUB. L. 111-148) WHICH ADDED SECTION 501(R) TO THE INTERNAL REVENUE CODE. SECTION 501(R) IMPOSES NEW REQUIREMENTS ON NON-PROFIT HOSPITALS. SECTION 501(R)(3) REQUIRES A HOSPITAL ORGANIZATION TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) EVERY THREE YEARS AND ADOPT AN IMPLEMENTATION STRATEGY TO MEET THE COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH SUCH ASSESSMENT. THE CHNA MUST (1) TAKE INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH AND (2) BE MADE WIDELY AVAILABLE TO THE PUBLIC. SECTION 501(R)(3)(B). PETALUMA VALLEY HOSPITAL RELIED ON NOTICE 2011-52: NOTICE AND REQUEST FOR COMMENTS REGARDING THE COMMUNITY HEALTH NEEDS ASSESSMENT REQUIREMENTS FOR TAX-EXEMPT HOSPITALS TO MEET THE REQUIREMENTS.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE	SCHEDULE H, PART VI, LINE 3	OUR COMMITMENT IS TO PROVIDE QUALITY CARE TO ALL OUR PATIENTS, REGARDLESS OF ABILITY TO PAY. WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY PETALUMA VALLEY HOSPITAL HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. THE HOSPITAL POSTS NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS OF THE HOSPITAL INCLUDING BUT NOT LIMITED TO THE EMERGENCY DEPARTMENT, BILLING OFFICE, INPATIENT ADMISSION AND OUTPATIENT REGISTRATION AREAS OR OTHER COMMON PATIENT WAITING AREAS OF THE HOSPITAL. NOTICES ARE ALSO POSTED AT ANY LOCATION WHERE A PATIENT MAY PAY THEIR BILL AND INCLUDE CONTACT INFORMATION ON HOW A PATIENT MAY OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR SUCH ASSISTANCE. THESE NOTICES ARE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. A PATIENT INFORMATION BROCHURE THAT DESCRIBES THE FEATURES OF THE FINANCIAL ASSISTANCE PROGRAM IS AVAILABLE TO PATIENTS AND MEMBERS OF THE GENERAL PUBLIC; AND A COPY OF THE FINANCIAL ASSISTANCE POLICY IS AVAILABLE TO THE PUBLIC ON A REASONABLE BASIS.
COMMUNITY INFORMATION	SCHEDULE H, PART VI, LINE 4	SONOMA COUNTY, THE NORTHERNMOST OF THE NINE GREATER SAN FRANCISCO BAY AREA COUNTIES, IS BORDERED ON THE NORTH BY MENDOCINO COUNTY, ON THE EAST BY LAKE AND NAPA COUNTIES, ON THE SOUTH BY MARIN COUNTY AND SAN PABLO BAY, AND ON THE WEST BY THE PACIFIC OCEAN. SONOMA COUNTY HAD THE 17TH LARGEST COUNTY POPULATION OF THE 58 COUNTIES IN CALIFORNIA. SANTA ROSA, THE COUNTY SEAT AND LARGEST CITY, HAS ONE-THIRD OF THE TOTAL POPULATION OF SONOMA COUNTY AND RANKS AS THE 30TH LARGEST CITY IN THE STATE. MUCH OF SONOMA COUNTY IS IN AREAS DEFINED AS RURAL. THESE RURAL AREAS HAVE BEEN FEDERALLY CLASSIFIED AS A MEDICALLY UNDERSERVED POPULATION (MUP) BASED ON LOW-INCOME POPULATION FACTORS AND ALSO AS PRIMARY CARE HEALTH PROFESSIONAL SHORTAGE AREA (HPSA). PETALUMA IS A COMMUNITY WITH A POPULATION OF 54,496, LOCATED IN SOUTHERN SONOMA COUNTY, ABOUT 40 MILES NORTH OF SAN FRANCISCO. ALTHOUGH SONOMA COUNTY IS RELATIVELY AFFLUENT, MORE THAN ONE-FIFTH OF ITS POPULATION (21.9%) LIVES UNDER 200% OF THE FEDERAL POVERTY LEVEL, AND NEARLY ONE-THIRD (32.8%) OF SONOMA HOUSEHOLDS EARN LESS THAN $40,000 PER YEAR. THE MAJORITY OF SONOMA COUNTY'S POPULATION IS EITHER WHITE (68.3%) OR LATINO (21.2%), WITH 4.7% ASIAN, 1.2% AFRICAN-AMERICAN, AND 1% AMERICAN INDIAN/ALASKA NATIVE MAKING UP THE REMAINDER. WHILE PETALUMA IS A COMMUNITY WITH THE APPEARANCE OF WIDESPREAD AFFLUENCE, IT CONTAINS SIGNIFICANT POCKETS OF VULNERABILITY, IN WHICH FAMILIES FACE FINANCIAL, LINGUISTIC, CULTURAL, AND CITIZENSHIP DOCUMENTATION BARRIERS. FOR EXAMPLE, FOR THE EAST SIDE OF THE CITY, CALIFORNIA DEPARTMENT OF EDUCATION STATISTICS FOR THE 2007-2008 SCHOOL YEAR SHOW THAT 75.8% OF MCDOWELL ELEMENTARY SCHOOL'S STUDENTS ARE LATINO, 75.2% ARE ENGLISH LANGUAGE LEARNERS, AND 81.3% QUALIFY FOR THE FEDERAL FREE OR REDUCED MEAL PROGRAM. AT NEARBY MCKINLEY ELEMENTARY SCHOOL, 67.2% ARE LATINO, 68% ARE ENGLISH LANGUAGE LEARNERS, AND 81.1% QUALIFY FOR FREE OR REDUCED MEALS. OTHER HOSPITALS IN SERVICE AREA INCLUDE: PETALUMA VALLEY HOSPITAL, SUTTER MEDICAL CENTER OF SANTA ROSA, HEALDSBURG DISTRICT HOSPITAL, SONOMA VALLEY HOSPITAL, AND PALM DRIVE HOSPITAL.
PROMOTION OF COMMUNITY HEALTH	SCHEDULE H, PART VI, LINE 5	THE GOVERNING BODY WAS COMPRISED OF A MAJORITY OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA AND WHO ARE NOT EMPLOYEES, CONTRACTORS, OR FAMILY MEMBERS. THE SUB-COMMITTEE OF THE BOARD OF TRUSTEES, KNOWN AS THE COMMUNITY BENEFIT COMMITTEE, OVERSAW THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN EVERY THREE YEARS, AS WELL AS AN ANNUAL COMMUNITY BENEFIT REPORT. THE COMMITTEE ALSO PROVIDES GENERAL DIRECTION TO PETALUMA VALLEY HOSPITAL REGARDING: 1) BUDGETING DECISIONS, 2)COMMUNITY BENEFIT PROGRAM CONTENT, 3) COMMUNITY BENEFIT PROGRAM DESIGN, 4) TARGET GEOGRAPHIC/POPULATION, 5) PROGRAM CONTINUATION OR DISCONTINUATION, 6) FUND DEVELOPMENT SUPPORT, AND 7) COMMUNITY WIDE ENGAGEMENT. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. GIVING BACK TO THE COMMUNITY IS INTEGRATED INTO EVERY ASPECT OF OUR ORGANIZATION. GIVING BACK TO THE COMMUNITY IS HARDWIRED INTO EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTH MINISTRY OF ST. JOSEPH HEALTH, PETALUMA VALLEY HOSPITAL PROVIDED FREE AND DISCOUNTED CARE VIA OUR FINANCIAL ASSISTANCE PROGRAM AND HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. OUR COMMITMENT TO COMMUNITY IS FURTHER DEMONSTRATED THROUGH OUR STRATEGIC COMMUNITY INVESTMENTS. ON AN ANNUAL BASIS, TEN PERCENT OF OUR NET INCOME IS DEVOTED TO FUND COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR (CARE FOR THE POOR FUNDS). SPECIFICALLY, FUNDS ARE USED FOR OUTREACH PROGRAMS, DEFINED AS THOSE SERVICES THAT ADDRESS A SPECIFIC UNMET HEALTH NEED AND ARE SEPARATE FROM TRADITIONAL ACUTE CARE SERVICES. THE FOLLOWING PROGRAMS IN FY13 WERE MADE POSSIBLE THROUGH CARE FOR THE POOR FUNDS AND EXEMPLIFY OUR COMMITMENT TO PROMOTE HEALTH AND ACCESS TO CARE TO THE LOW-INCOME: -MOBILE DENTAL CLINIC (CULTIVANDO LA SALUD/CULTIVATING HEALTH) -PROMOTORES DE SALUD (HEALTH PROMOTERS) -MOBILE HEALTH CLINIC -MARY ISSAC WELLNESS MINI-CLINIC SERVING THE HOMELESS WE ARE ALSO COMMITTED TO PROMOTING HEALTH AND ACCESS TO CARE FOR THE BROADER COMMUNITY. THIS IS DEMONSTRATED THROUGH THE FOLLOWING FY13 BROADER COMMUNITY PROGRAMS: -A.C.T.I.O.N. (AGENTS OF CHANGE TRAINING IN OUR NEIGHBORHOODS) -HEALTHY FOR LIFE AN OBESITY PREVENTION PROGRAM -CIRCLE OF SISTERS TEEN SUPPORT GROUP -FUNDING TO PETALUMA BOUNTY A NON PROFIT FOUNDED IN 2006 -WORKING TO CREATE A SUSTAINABLE FOOD SYSTEM IN PETALUMA WITH HEALTHY FRESH FOOD FOR EVERYONE
AFFILIATED HEALTH CARE SYSTEM	SCHEDULE H, PART VI, LINE 6	PETALUMA VALLEY HOSPITAL IS A HEALING MINISTRY OF ST. JOSEPH HEALTH, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY 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. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH 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, FORMALIZED A POLICY THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION THEN FUNDS PROGRAMS IN COMMUNITIES SERVED BY SYSTEM HOSPITALS THAT EXEMPLIFY THE FOUR CORE VALUES OF THE ST. JOSEPH HEALTH: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE.
STATE FILING OF COMMUNITY BENEFIT REPORT	SCHEDULE H, PART VI, LINE 7	CALIFORNIA

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	false	RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
NORTHERN CALIFORNIA CENTER FOR WELL BEING
365 TESCONI CIR STE B	SANTA ROSA	CA	95401	931144835	501(c)(3)	10735	PROGRAM SUPPORT
HEALTHY COMMUNITY CONSORTIUM
200 DOUGLAS ST	PETALUMA	CA	94952	680475211	501(c)(3)	15000	FUNDING DONATION
COUNTY OF SONOMA DEPARTMENT OF HEALTH SVCS
3313 CHANATE RD	SANTA ROSA	CA	95404	946000539	501(c)(3)	9500	GENERAL SUPPORT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	3	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Form 990, Schedule I, Part I, Line 2	Identifier
Return Reference	Description of Organization's Procedures for Monitoring the Use of Grants	ReturnReference
Explanation	DONATIONS TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF SRM ALLIANCE HOSPITAL SERVICES. WE DO NOT MONITOR DONATIONS MADE.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Discretionary Spending Account	X	DiscretionarySpendingAccount
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	false	SubstantiationRequired
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	true	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
TODD SALNAS
BOARD MEMBER, PRESIDENT	0	324255	0	118264	0	71442	0	10000	0	26362	0	550323	0	0
NANCY PRATT
BOARD MEMBER	0	115421	0	124412	0	51783	0	0	0	2998	0	294614	0	0
ANNETTE WALKER
BOARD MEMBER (PART YEAR)	0	418127	0	120668	0	111896	0	11152	0	38549	0	700392	0	0
JO SANDERSFELD
SEC/VP MISSION INTEGRATION	0	189813	0	57225	0	62016	0	18867	0	18720	0	346641	0	0
MICHEL RICCIONI
CHIEF FINANCIAL OFFICER	0	318025	0	95066	0	94560	0	17298	0	27280	0	552229	0	111217
GARY MAHAN
MANAGER - PHARMACY	170009	0	11989	0	100	0	16576	0	30546	0	229220	0	0	0
KEVIN KLOCKENGA
REGIONAL EVP	0	494978	0	132985	0	154843	0	10000	0	27072	0	819878	0	0
JANETTE MARLOW
STAFF NURSE III - CNA	171868	0	0	0	5805	0	17733	0	20072	0	215478	0	0	0
JAMES SWANSON
STAFF NURSE II - CNA	186495	0	0	0	2722	0	8590	0	6326	0	204133	0	0	0
JANE READ
VP-OPERATIONS	198413	0	60707	0	43368	0	9810	0	12996	0	325294	0	0	0
JUDITH RYDER
DIRECTOR - HOSPICE SERVICES	147776	0	14741	0	7887	0	15746	0	27104	0	213254	0	0	0
NANCY CORDA
DIRECTOR OF NURSING SERVICES	149795	0	13856	0	4148	0	17818	0	9719	0	195336	0	0	0
JAYNIE BOREN
N. CA REG VP - STRATEGIC SVCS	0	243040	0	63275	0	66095	0	0	0	19130	0	391540	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SUPPLEMENTAL COMPENSATION INFORMATION	SCHEDULE J, PART I, LINE 1A	DISCRETIONARY SPENDING ACCOUNT EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION.
SCHEDULE J, PART I, LINE 3		THE ORGANIZATION'S PRESIDENT 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 FORM 990, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY ST. JOSEPH HEALTH SYSTEM.
SCHEDULE J, PART I, LINE 4B		EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457 (F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISION OF THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (SERP): MICHEL RICCIONI $111,217
SCHEDULE J, PART I, LINE 7		A PORTION OF EXECUTIVES SALARIES ARE PLACED "AT RISK" AND ARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION STATEMENT	FORM 990, PART I, LINE 1 & PART III, LINE 1	SRM ALLIANCE HOSPITAL IS COMMITTED TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE.
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4A	REALIZING OUR MISSION SRM ALLIANCE HOSPITAL HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 30 YEARS, SERVING THE COMMUNITIES OF SOUTHERN SONOMA COUNTY AND MARIN COUNTY REGIONS. SRM ALLIANCE HOSPITAL, APPROXIMATELY 40 MILES NORTH OF SAN FRANCISCO JUST OFF THE HIGHWAY 101 CORRIDOR IN SOUTHERN SONOMA COUNTY IN THE TOWN OF PETALUMA, IS AN 80-BED ACUTE CARE HOSPITAL. ITS SERVICES INCLUDE A 24-HOUR EMERGENCY DEPARTMENT, INTENSIVE/CORONARY CARE UNIT, FAMILY BIRTH CENTER, INPATIENT MEDICAL/SURGICAL UNIT, DAY SURGERY, IMAGING, LABORATORY, AND RESPIRATORY, PHYSICAL AND OCCUPATIONAL THERAPIES. AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, SRM ALLIANCE HOSPITAL IS COMMITTED TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBLITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH MINISTRY. SRM ALLIANCE HOSPITAL IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. THE MAIN GOAL SURROUNDING SACRED ENCOUNTERS IS TO PROVIDE CARE TO PATIENTS DISTINGUISHED BY EASE OF USE, TIMELY ACCESS, SAFETY, AND HIGH RELIABILITY WITH AN EMPHASIS ON PATIENT SAFETY AND PATIENT SATISFACTION. SRM ALLIANCE HOSPITAL HAS IMPLEMENTED EVIDENCED BASED BEST PRACTICE STANDARD WORK TO ADDRESS WHAT WE DO & HOW WE DO WHAT WE DO TO ADDRESS ALL EIGHT KEY HCAHPS COMPOSITE MEASURES OF PATIENT EXPERIENCE. ANY LOCATION PERFORMING BELOW MINISTRY HCAHPS PERFORMANCE GOALS MUST PROVIDE COUNTERMEASURE FOR IMPROVEMENT TO EXECUTIVE LEADERSHIP. ALL STANDARD WORK INCLUDES EDUCATION, MONITORING & COACHING, IS AUDITED DAILY FOR REAL TIME PROGRESS REPORT TO ALL LEVELS OF THE ORGANIZATION, AND RELIES ON THE INFRASTRUCTURE PROVIDED BY SONOMA WAY AND OUR PERFORMANCE IMPROVEMENT AND IMPLEMENTATION TEAM OF EDUCATORS TO SUPPORT SUSTAINMENT. STANDARD WORK IS CONSIDERED HARD WIRED WHEN IT IS PERFORMED CONSISTENTLY AT 90% ON AUDIT OUTCOME DATA. FALLOUTS FROM 90% PERFORMANCE LASTING TWO WEEKS REQUIRE IMMEDIATE ACTION PLANS FOR RESTORATION OF PERFORMANCE. ALL OF THESE INITIATIVES HAVE EDUCATION, STANDARD WORK AND COACHING/MENTORING OF STAFF. AUDITS WITH VISUAL MANAGEMENT BOARDS TRACK PROJECTS AND UNITS ARE CONSIDERED HARWIRED IF ALL AUDITS ARE AT 90% FOR 2 SIMULTANEOUS WEEKS. IN ADDITION SRM ALLIANCE HOSPITAL IMPLEMENTED A "SPOTLIGHTING PROGRAM," WHICH IS AN INITIATIVE THAT GIVES CAREGIVERS NEW TOOLS TO SHOW THEIR COMPASSION, HONOR PATIENT DIGNITY AND FOSTER AN ENVIRONMENT IN WHICH PATIENTS FEEL SAFE AND NURTURED. SPECIFICALLY, THE FOCUS WAS ON THREE MOMENTS: ADMISSION, BED TIME AND DISCHARGE. DEPARTMENTS LOOKED CLOSELY AT EVERY ASPECT OF THESE EXPERIENCES, DETERMINED THE TONE THEY WANTED TO ESTABLISH AND THEN EXPLORED WHAT CAREGIVERS COULD DO AND SAY TO FOSTER A SACRED ENCOUNTER. THE IDEA WAS TO CREATE TOOLS THAT ALLOW THE CAREGIVERS TO REACH OUT AND HAVE AUTHENTIC ENCOUTERS WITH THE PATIENTS. ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. OUR MISSION IS TO CONTINUALLY IMPROVE THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. OUR VISION IS THAT EVERY PATIENT WE CARE FOR RECEIVES PERFECT CARE. PERFECT CARE MEANS THAT EVERY PATIENT GETS THE HIGHTEST STANDARD OF CARE, EVERY TIME. TO ACHIEVE THOSE GOALS, WE PARTICIPATE IN THE FOLLOWING QUALITY PROGRAM: - CENTER FOR MEDICARE & MEDICAID SERVICES PARTICIPANT IN THE PARTNERSHIP FOR PATIENTS; HOSPITAL ENGAGEMENT NETWORK-A VOLUNTARY PROGRAM TO REDUCE HARM AND IMPROVE CARE IN THE U.S. IN ADDITION WE HAVE RECEIVED THE FOLLOWING NATIONAL RECOGNITION: - LEAPFROG RECOGNITION 2012: "A" RATING FOR HOSPITAL SAFETY THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. IN PURSUIT OF THIS OUTCOME, SRM ALLIANCE HOSPITAL ENGAGED LOW-INCOME COMMUNITY MEMBERS IN PREVENTION ACTIVITIES THAT SUPPORT HEALTHY NUTRITION AND PHYSICAL ACTIVITY. IN FY13, THE PROMOTORES DE SALUD SERVED 137 LOW-INCOME INDIVIDUALS IN PETALUMA THROUGH 361 SERVICE ENCOUNTERS. THEIR PROGRAM, "YOUR HEART, YOUR LIFE", A SPECIAL EVIDENCE-BASED EDUCATIONAL PROGRAM TARGETED SPANISH-SPEAKING LOW-INCOME PATIENTS WHO HAD COME TO THE EMERGENCY DEPARTMENT FOR CARDIAC-RELATED CONCERNS. OF A TOTAL OF 13 GRADUATES IN PETALUMA, 7 OF THESE SERVED AS VOLUNTEER TRAINERS FOLLOWING THEIR GRADUATION FROM THE PROGRAM. THE NEIGHBORHOOD CARE STAFF SUPPORTED 18 LOW-INCOME FAMILIES COMMITTED TO REACTIVATING THE MCDOWELL ELEMENTARY SCHOOL GARDEN BY PROVIDING TECHNICAL ASSISTANCE AND MENTORING ON HOW TO DO OUTREACH AND ENGAGE OTHER RESIDENTS AND COMMUNITY PARTNERS IN THEIR EFFORTS. PROGRAM SERVICE ACCOMPLISHMENTS FINANCIAL ASSISTANCE PROGRAM, MEDICAID AND OTHER MEANS TESTED-PROGRAMS WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY SRM ALLIANCE HOSPITAL HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE AND/OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. FACTORS USED IN DETERMINING ELIGIBILITY FOR PATIENT ASSISTANCE INCLUDE INCOME LEVEL, ASSET LEVEL AND MEDICAL INDIGENCE. IN THIS FISCAL YEAR, SRM ALLIANCE HOSPITAL PROVIDED $1,565,634 IN CHARITY CARE WITH 994 PERSONS SERVED. IN ADDITION, AS A NOT-FOR-PROFIT HOSPITAL, SRM ALLIANCE HOSPITAL PARTICIPATED IN THE MEDI-CAL AND COUNTY INDIGENT PROGRAM. SENIOR CARE MANAGEMENT AS PART OF A COORDINATED CONTINUUM OF CARE WITHIN THE HOSPITAL THAT INCLUDES CASE MANAGEMENT, HOSPICE AND OTHER DEPARTMENTS, AS WELL AS COMMUNITY PARTNERS, THE COMMUNITY BENEFIT HOUSE CALLS PROGRAM PROVIDED 132 SERVICE ENCOUNTERS IN PETALUMA DURING FY13, HELPING TO PREVENT INFECTIOUS AND MANAGE CHRONIC DISEASES AMONG LOW-INCOME SENIORS WITH COMPLEX MEDICAL AND SOCIO-ECONOMIC CONDITIONS. NONE OF THE PROGRAM'S PATIENTS WERE HOSPITALIZED DUE TO PNEUMONIA OR TO CONGESTIVE HEART FAILURE DURING FY13. THE HOSPITAL INVESTED $143,357 IN SERVICES TO LOW-INCOME SENIORS IN THE PETALUMA AREA. CHILDHOOD OBESITY PREVENTION IN ADDITION TO THE ACTIVITIES MENTIONED ABOVE, THE TEAM SERVED 39 CHILDREN AND YOUTH THROUGH THE OBESITY PREVENTION PROGRAM HEALTHY FOR LIFE, IMPLEMENTED IN PARTNERSHIP WITH PETALUMA BOYS AND GIRLS CLUB, AS WELL AS THE HOSPITAL'S OWN CIRCLE OF SISTERS AFTER SCHOOL PROGRAM. THESE INDIVIDUALS WERE ENGAGED IN 168 SERVICE ENCOUNTERS IN HEALTHY FOR LIFE, INCLUDING NUTRITION EDUCATION, PHYSICAL EDUCATION, TEACHER AND STAFF TRAINING, AND SCHOOL WELLNESS COMMITTEE SUPORT. SRM ALLIANCE HOSPITAL INVESTED $9,037 IN THIS PROGRAM TO PREVENT OVERWEIGHT AND OBESITY IN YOUNG CHILDREN AND TEENS. FOR MORE INFORMATION ABOUT SRM ALLIANCE HOSPITAL, PLEASE VISIT WWW.STJOSEPHHEALTH.ORG. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG.
SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS	FORM 990, PART VI, LINE 4	THE ORGANIZATION'S BYLAWS WERE AMENDED TO INCLUDE THE POSITION OF PRESIDENT AS AN OFFICER OF THE ORGANIZATION.
DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PART VI, LINE 6	SANTA ROSA MEMORIAL HOSPITAL IS THE SOLE CORPORATE MEMBER OF SRM ALLIANCE HOSPITAL SERVICES.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS	FORM 990, PART VI, LINE 7A	SRM ALLIANCE HOSPITAL SERVICES (SRM ALLIANCE) HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE SRM ALLIANCE BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE SRM ALLIANCE HOSPITAL BOARD AS NOMINATIONS MUST BE APPROVED BY SANTA ROSA MEMORIAL HOSPITAL.
DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS	FORM 990, PART VI, LINE 7B	THE RESERVED RIGHTS IN OUR TIER GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY SANTA ROSA MEMORIAL HOSPITAL, ITS SOLE CORPORATE MEMBER, FOR THE FOLLOWING: A. ESTABLISHING THE PHILOSOPHY, OBJECTIVES AND PURPOSES OF THE ORGANIZATION; B. LONG-TERM AND SHORT-TERM FINANCING; C. SALE, LEASE, DISPOSITION OR HYPOTHECATION OF REAL PROPERTY; D. ANNUAL BUDGETS; E. CAPITAL EXPENDITURES; F. ORGANIZATION'S STRATEGIC PLANS; G. MERGER OR DISSOLUTION; H. APPOINTMENT OR REMOVAL OF FISCAL AUDITORS; I. APPOINTMENT OR REMOVAL OF TRUSTEES, OFFICERS OF THE BOARD AND CHIEF EXECUTIVE OFFICER; J. AMENDMENT OR RESCISSION OF THE BYLAWS; K. EXERCISE THE POWERS WHICH ARE RESERVED TO THE ORGANIZATION IN ITS CAPACITY AS A CORPORATE MEMBER OF ANY SUBSIDIARY; AND L. EXERCISE SUCH OTHER POWERS AS MAY BE REQUIRED OR PERMITTED BY LAW AND BY THE ARTICLES OF INCORPORATION AND THE BYLAWS.
DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990	FORM 990, PART VI, LINE 11B	THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 WAS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2014 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDED A SUMMARY AT THE FULL BOARD MEETING.
CONFLICT OF INTEREST POLICY	FORM 990, PART VI, LINE 12C	OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE SRM ALLIANCE BOARD COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE.
PROCESS USED TO DETERMINE COMPENSATION	FORM 990, PART VI, LINES 15A & 15B	THE ORGANIZATION'S PRESIDENT IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED 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 PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS 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 SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2013.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC	FORM 990, PART VI, QUESTION 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990.
OTHER FEES EXCEEDING 10%	FORM 990, PART IX, LINE 11G	PHYSICIAN FEES $ 3,509,507 OTHER PURCHASED SERVICES 2,386,271 MEDICAL/LABORATORY PURCHASED SERVICES 2,150,882 SOFTWARE MAINTENANCE 1,090,553 REGISTRY/TEMP HELP 999,064 CONSULTING 963,246 ------------ TOTAL $11,099,523
OTHER CHANGES IN NET ASSETS OR FUND BALANCES	FORM 990, PART XI, LINE 9	CONTRIBUTION OF SERVICES RECEIVED $250

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (31 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
COVENANT HEALTH NETWORK INC
3345 MICHELSON DR STE 100	IRVINE	CA	92612	461259908	HEALTHCARE	CA	501(C)(3)	11, III	SJHS	true
COVENANT HEALTH PARTNERS
3615 19TH STREET	LUBBOCK	TX	79410	611573313	HEALTHCARE	TX	501(C)(3)	11,I	CHS	true
COVENANT HEALTH SYSTEM
3615 19TH STREET	LUBBOCK	TX	79410	752765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	true
COVENANT HEALTH SYSTEM FOUNDATION
4000 24TH STREET	LUBBOCK	TX	79410	752897026	HEALTHCARE	TX	501(C)(3)	7	CHS	true
COVENANT MEDICAL GROUP
3420 22ND PLACE	LUBBOCK	TX	79410	752743883	HEALTHCARE	TX	501(C)(3)	3	CHS	true
HOAG CHARITY SPORTS
3920 BIRCH ST STE 105	NEWPORT BEACH	CA	92660	452982422	SUPPORT	CA	501(C)(3)	7	HHF	true
HOAG HOSPITAL FOUNDATION
1 HOAG DR BOX 6100	NEWPORT BEACH	CA	92663	953222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	true
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1 HOAG DR BOX 6100	NEWPORT BEACH	CA	92663	951643327	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
HOME CARE PARTNERS
1165 MONTGOMERY DR	SANTA ROSA	CA	95405	680318656	INACTIVE	CA	501(C)(3)	3	SRMH	true
HOSPICE OF LUBBOCK
1102 SLIDE ROAD	LUBBOCK	TX	79414	752133781	HEALTHCARE	TX	501(C)(3)	9	CHS	true
LUBBOCK METHODIST HOSPITAL FOUNDATION
3615 19TH STREET	LUBBOCK	TX	79410	752220963	HEALTHCARE	TX	501(C)(3)	7	CHS	true
METHODIST CHILDREN'S HOSPITAL
3610 21ST STREET	LUBBOCK	TX	79410	752428911	HEALTHCARE	TX	501(C)(3)	3	CHS	true
METHODIST HOSPITAL LEVELLAND
1900 COLLEGE AVENUE	LEVELLAND	TX	79336	752246348	HEALTHCARE	TX	501(C)(3)	3	CHS	true
METHODIST HOSPITAL PLAINVIEW
2601 DIMMITT ROAD	PLAINVIEW	TX	79072	752426010	HEALTHCARE	TX	501(C)(3)	3	CHS	true
MISSION HOSPITAL REGIONAL MEDICAL CENTER
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	951643360	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREET	NAPA	CA	94558	941243669	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
REDWOOD MEMORIAL FOUNDATION
3300 RENNER DRIVE	FORTUNA	CA	95540	942779313	FOUNDATION	CA	501(C)(3)	7	RMH	true
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DRIVE	FORTUNA	CA	95540	941384665	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DRIVE	SANTA ROSA	CA	95405	941231005	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
SISTERS OF ST JOSEPH OF ORANGE
480 S BATAVIA	ORANGE	CA	92868	951643383	RELIGIOUS ORG	CA	501(C)(3)	1	NA	false
ST JOSEPH HEALTH MINISTRY
3345 MICHELSON DR STE 100	IRVINE	CA	92612	271666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO	false
ST JOSEPH HEALTH SYSTEM
3345 MICHELSON DR STE 100	IRVINE	CA	92612	953589356	HEALTHCARE	CA	501(C)(3)	11, I	SJHM	false
ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DR STE 100	IRVINE	CA	92612	330143024	FOUNDATION	CA	501(C)(3)	7	SJHS	true
ST JOSEPH HOME CARE NETWORK
170 PROFESSIONAL CENTER DR B	ROHNERT PARK	CA	94928	680331084	HEALTHCARE	CA	501(C)(3)	9	SJHS	true
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREET	EUREKA	CA	95501	941156596	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVE	ORANGE	CA	92868	951643359	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
ST JUDE HOSPITAL YORBA LINDA
500 S MAIN STREET STE 1000	ORANGE	CA	92868	330185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
ST JUDE HOSPITAL INC
101 EAST VALENCIA MESA DRIVE	FULLERTON	CA	92635	951643325	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
ST MARY MEDICAL CENTER
18300 HIGHWAY 18	APPLE VALLEY	CA	92307	951914489	HEALTHCARE	CA	501(C)(3)	3	SJHS	true
ST MARY OF THE PLAINS HOSPITAL FDN
4000 24TH STREET	LUBBOCK	TX	79410	751653181	HEALTHCARE	TX	501(C)(3)	7	CHS	true
TALLER SAN JOSE
801 NORTH BROADWAY	SANTA ANA	CA	92701	593816355	WORKFORCE DEV	CA	501(C)(3)	2	SSJO	true

Form990 Schedule R Part III Form990ScheduleRPartIII (15 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType	Code VCodeVAmount
ST JOSEPH HLTH SYS HOME HLTH
SEE PART VII	ORANGE	CA	92868	330282945	HOME HEALTH	CA	NA	N/A
ST JOSEPH HLTH SYS HOME CARE
				330307672	HOME HEALTH	CA	NA	N/A
METHODIST DIAGNOSTIC IMAGING
				752343261	HEALTHCARE SVCS	TX	NA	N/A
SHA LLC
				752569094	HEALTHCARE SVCS	TX	NA	N/A
LUBBOCK SURGERY CENTER LTD
				752177401	HEALTHCARE SVCS	TX	NA	N/A
COVENANT LONG-TERM CARE LP
				205033419	HEALTHCARE SVCS	TX	NA	N/A
HERITAGE INVESTMENT GROUP
				271000061	INVESTMENT	CA	NA	N/A	$0
MISSION AMBULATORY SURGICENTER
				330355575	HEALTHCARE SVCS	CA	NA	N/A
COMPREHENSIVE IMAGING PARTNERS
				264591502	HEALTHCARE SVCS	CA	NA	N/A
ST JOSEPH PHYSICIAN VENTURES
					REAL ESTATE	CA	NA	N/A
NEWPORT IMAGING CENTER
					HEALTHCARE SVCS	CA	NA	N/A
HOAG ORTHOPEDIC INSTITUTE
					HEALTHCARE	CA	NA	N/A
MAIN ST SPECIALTY SURGERY CNTR
					HEALTHCARE SVCS	CA	NA	N/A
ORTHOPEDIC SURGERY CNTR OF OC
					HEALTHCARE SVCS	CA	NA	N/A
ADVANCED SURGERY INSTITUTE LLC
					HEALTHCARE SVCS	CA	NA	N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (13 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	Province Or StateAddressForeign/ProvinceOrState	CountryAddressForeign/Country	Legal Domicile Foreign CountryLegalDomicileForeignCountry
ST JOSEPH PROF SVCS ENTERPRISES INC
3345 MICHELSON DR STE 100	IRVINE	CA	92612	330155323	HEALTHCARE SVCS	CA	NA	C CORP
AMERICAN UNITY GROUP LTD
					CAPTIVE INSURANCE		NA	C CORP	58 PAR-LA-VILLE	HAMILTON	HM HX	BD	BD
ALLIANCE PHYSICIAN SERVICES
					INACTIVE	CA	NA	C CORP
MISSION VIEJO MEDICAL VENTURES
27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330212905	HEALTHCARE SVCS	CA	NA	C CORP
MISSION MEDICAL CENTER ASSOCIATION
27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330201044	HEALTHCARE SVCS	CA	NA	C CORP
ST JOSEPH YORBA PARK
					INACTIVE	CA	NA	C CORP
LUBBOCK METHODIST HOSP SVCS
PO BOX 1201	LUBBOCK	TX	79410	752118585	HEALTHCARE SVCS	TX	NA	C CORP
LUBBOCK METHODIST HOSP PRACTICE MGMT
2107 OXFORD STREET SUITE 300	LUBBOCK	TX	79410	752578995	INACTIVE	TX	NA	C CORP
ST JOSEPH HEALTH SOURCE INC
3345 MICHELSON DR STE 100	IRVINE	CA	92612	461900168	HEALTHCARE SVCS	CA	NA	C CORP
HOAG MANAGEMENT SERVICES INC
1 HOAG DR BOX 6100	NEWPORT BEACH	CA	92658	330731587	HEALTHCARE SVCS	CA	NA	C CORP
COASTAL MANAGEMENT SERVICES ORG
1 HOAG DR BOX 6100	NEWPORT BEACH	CA	92658	330676831	HEALTHCARE SVCS	CA	NA	C CORP
DATU HEALTH INC
16150 MAIN CIRCLE DR STE 250	CHESTERFIELD	MO	63017	463070062	IT SVCS	MO	NA	C CORP
HOAG MEDICAL FOUNDATION
1 HOAG DR BOX 6100	NEWPORT BEACH	CA	92663	453583707	HEALTHCARE SVCS	CA	NA	C CORP

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
ST JOSEPH HEALTH SYSTEM FOUNDATION
C	188500	ACCRUAL
SANTA ROSA MEMORIAL HOSPITAL
P	18423500	ACCRUAL
SANTA ROSA MEMORIAL HOSPITAL
O	158914	ACCRUAL

Form990 Schedule R Part VII Form990ScheduleRPartVII

Field	Value	IRS element (for citing)
Identifier	IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP	Identifier
Return Reference	SCHEDULE R, PART III	ReturnReference
Explanation	ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 3345 MICHELSON DRIVE, STE. 100 IRVINE, CA 92612 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362 MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100 ORANGE, CA 92868 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE ORANGE, CA 92868 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 MAIN ST SPECIALTY SURGERY CENTER EIN: 95-4813223 ADDRESS: 280 MAIN STREET, ST 100, ORANGE, CA 92868 ORTHOPEDIC SURGERY CENTER OF OC, LLC EIN: 33-0841806 ADDRESS: 22 CORPORATE PLAZA, NEWPORT BEACH, CA 92660 ADVANCED SURGERY INSTITUTE, LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404	Explanation