STANFORD HEALTH CARE 227: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STANFORD HEALTH CARE 227 (EIN 94-6174066)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-12
- IRS object ID
- 201311939349300916
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-12T14:00:40-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946174066 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD HEALTH SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CONTROLLER | InCareOfName |
| Name Control | STAN | NameControl |
| Phone | 6507234000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Pasteur Drive MC 5555 | AddressLine1 |
| City | Stanford | City |
| State | CA | State |
| ZIP Code | 94305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL MORISSETTE | Name |
| Title | CFO | Title |
| Date Signed | 2013-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRICEWATERHOUSECOOPERS LLP | Name |
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD HOSPITAL AND CLINICS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL J MORISSETTE CFO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PASTEUR DRIVE MC 5516 | AddressLine1 |
| City | STANFORD | City |
| State | CA | State |
| ZIP Code | 94305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2725834781 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.stanfordhospital.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11610 | TotalNbrEmployees |
| Total Nbr Volunteers | 1111 | TotalNbrVolunteers |
| Total Gross UBI | 4403287 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1483727 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 137848570 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 219413695 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2248410144 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2474399505 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 124638706 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32021581 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2510897420 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2725834781 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 150000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 225000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 860643738 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 921985907 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6008734 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1234492755 | OtherExpensePriorYear |
| Other Expenses Current Year | 1334388778 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2095286493 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2256599685 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 415610927 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 469235096 | RevenuesLessExpensesCY |
| Total Assets BOY | 2710928362 | TotalAssetsBOY |
| Total Assets EOY | 3759715898 | TotalAssetsEOY |
| Total Liabilities BOY | 1410093186 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2072800291 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1300835176 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1686915607 | 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 | 2088673482 | Expense |
| Grants | 225000 | Grants |
| Revenue | 2474399505 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 2088673482 | 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 | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | 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 | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | 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 | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | 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 | 712 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 11610 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| 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 | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | false | 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 | true | 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 | CONTROLLER | NamePerson |
| Telephone Number | 6507234000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 PAGE MILL ROAD M/C 5555 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| MARC ANDREESSEN | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| SUSAN L BOSTROM | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| MARIANN BYERWALTER | |||||||||
| CHAIR | 2.0 | X | |||||||
| BRUCE COZADD | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| CHRISTOPHER DAWES | |||||||||
| DIRECTOR | 2.0 | X | 1427666 | 0 | 351195 | ||||
| JOHN FREIDENRICH | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| JOEL HYATT | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| RON JOHNSON | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| CHARLES KOOB | |||||||||
| DIRECTOR | 2.0 | X | 10000 | ||||||
| JOHN LEVIN | |||||||||
| VICE CHAIR | 2.0 | X | |||||||
| TED LOVE MD | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| JOHN MORGRIDGE | |||||||||
| DIRECTOR | 2.0 | X | 39258 | ||||||
| WOODROW A MYERS MD | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| PHILIP PIZZO MD | |||||||||
| DIRECTOR | 2.0 | X | 637592 | 532745 | |||||
| CHRISTOPHER REDLICH | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| NORMAN RIZK MD | |||||||||
| DIRECTOR | 2.0 | X | 652972 | 29536 | |||||
| JOHN SCULLY | |||||||||
| DIRECTOR (AS OF 1/1/12) | 2.0 | X | |||||||
| ANN WEINACKER MD | |||||||||
| DIRECTOR | 2.0 | X | 371521 | 39622 | |||||
| SCOTT WOOD MD | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| JON STEVE YOUNG | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| WILLIAM YOUNGER | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| AMIR DAN RUBIN | |||||||||
| DIRECTOR/CEO | 50.0 | X | 2816310 | 0 | 284852 | X | |||
| BRET COMOLLI | |||||||||
| DIRECTOR (AS OF 5/1/12) | 2.0 | X | |||||||
| MARY CRANSTON | |||||||||
| DIRECTOR (AS OF 1/1/12) | 2.0 | X | |||||||
| JOHN GOLDMAN | |||||||||
| DIRECTOR (AS OF 5/1/12) | 2.0 | X | |||||||
| JOHN GUNN | |||||||||
| DIRECTOR (AS OF 9/1/11) | 2.0 | X | |||||||
| STEVEN T HEARST | |||||||||
| DIRECTOR (RESIGNED 12/31/11) | 2.0 | X | |||||||
| JOHN LILLIE | |||||||||
| DIRECTOR (RESIGNED 12/31/11) | 2.0 | X | |||||||
| DENISE OLEARY | |||||||||
| DIRECTOR (RESIGNED 12/31/11) | 2.0 | X | |||||||
| DANIEL MORISSETTE | |||||||||
| CFO | 50.0 | 956440 | 0 | 126326 | X | ||||
| MARGARET VOSBURGH | |||||||||
| COO (AS OF 2/12) | 50.0 | X | |||||||
| CAROLYN BYERLY | |||||||||
| VP & CIO | 50.0 | 569979 | 0 | 30858 | X | ||||
| NANCY LEE | |||||||||
| CNO & VP PATIENT CARE SRVCS | 50.0 | 507277 | 0 | 45334 | X | ||||
| JERROLD MAKI | |||||||||
| VP CLINICAL SVS | 50.0 | 437824 | 0 | 31547 | X | ||||
| MARK TORTORICH | |||||||||
| VP DESIGN, PLAN, CONSTRUCTION | 25.0 | 438556 | 0 | 71940 | X | ||||
| KEVIN TABB | |||||||||
| CHIEF MEDICAL OFFICER | 50.0 | 712933 | 0 | 44947 | X | ||||
| SRIDHAR SESHADRI | |||||||||
| VP CANCER CTR & PROCESS EXLCE | 50.0 | 516805 | 0 | 47605 | X | ||||
| JENNIFER VARGAS | |||||||||
| VP BUS DEVELOPMENT | 50.0 | 655341 | 0 | 104251 | X | ||||
| PRAVENE NATH | |||||||||
| CHIEF MED INFO OFFICER | 50.0 | 513340 | 0 | 80422 | X | ||||
| BRUCE HARRISON | |||||||||
| VP NETWORK DEV. | 40.0 | 572837 | 0 | 88971 | X | ||||
| MICHAEL J PETERSON RETIRED 611 | |||||||||
| FORMER VP SPEC PROJ/INT CEO | 50.0 | 390651 | 0 | 14713 | X | ||||
| DANIEL GINSBURG | |||||||||
| FORMER COO (LEFT 2/11) | 50.0 | 1718594 | 0 | 34661 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 12234553 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1711343 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1959525 | TotalOtherCompensation |
| Number Individuals GT100 K | 3773 | NumberIndividualsGT100K |
| Formers Listed | true | 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 |
|---|---|---|---|---|---|
| STANFORD UNIVERSITY | |||||
| 651 SERRA STREET | STANFORD | CA | 94305 | PROF. SERVICES | 341995856 |
| ACCENTURE LLP | |||||
| 161 N CLARK STREET | CHICAGO | IL | 60601 | IT CONSULTING | 31340177 |
| RAFAEL VINOLY ARCHITECTS PC | |||||
| 50 VANDAM STREET | NEW YORK | NY | 10013 | CONSTRUCTION | 27178446 |
| PEROT SYSTEMS | |||||
| 7489 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | IT OUTSOURCING | 20529966 |
| AMN HEALTHCARE INC | |||||
| FILE 56157 | LOS ANGELES | CA | 60074 | NURSING SERVICES | 14818735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 221 | NumberOfContractorsGT100K |
| All Other Contributions | 219413695 | AllOtherContributions |
| Noncash Contributions | 993156 | NoncashContributions |
| Total Contributions | 219413695 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT REVENUE | 900099 | 2337646167 | 2337646167 | |
| OUTREACH LAB CLINIC | 900099 | 11328732 | 7063507 | 4265225 |
| REIMBURSED/SHARED EXPENSES | 900099 | 82062709 | 82062709 | |
| HOUSESTAFF | 900099 | 19402074 | 19402074 | |
| CLINIC REVENUE | 900099 | 8637965 | 8637965 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15321858 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15147210 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 138062 | UnrelatedBusinessRevenue |
| Exclusion | $36,586 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2474399505 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33033229 | TotalRevenueColumn |
| Exclusion | $33,033,229 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77 | TotalRevenueColumn |
| Exclusion | $77 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1011725 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1011725 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1011725 | TotalRevenueColumn |
| Exclusion | -$1,011,725 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 | 2725834781 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2469959632 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4403287 | UnrelatedBusinessRevenue |
| Exclusion | $32,058,167 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225000 | Total |
| Program Services | 225000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6111161 | Total |
| Program Services | 2008872 | ProgramServices |
| Management And General | 3925519 | ManagementAndGeneral |
| Fundraising | 176770 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596612390 | Total |
| Program Services | 558218574 | ProgramServices |
| Management And General | 38322700 | ManagementAndGeneral |
| Fundraising | 71116 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51052259 | Total |
| Program Services | 47429768 | ProgramServices |
| Management And General | 3619424 | ManagementAndGeneral |
| Fundraising | 3067 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219974056 | Total |
| Program Services | 203711074 | ProgramServices |
| Management And General | 16255709 | ManagementAndGeneral |
| Fundraising | 7273 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48236041 | Total |
| Program Services | 45059978 | ProgramServices |
| Management And General | 3167314 | ManagementAndGeneral |
| Fundraising | 8749 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69453 | Total |
| Program Services | 44220 | ProgramServices |
| Management And General | 25233 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6474371 | Total |
| Program Services | 50000 | ProgramServices |
| Management And General | 6424371 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1165208 | Total |
| Management And General | 1165208 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456882 | Total |
| Program Services | 456882 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55941629 | Total |
| Program Services | 49555234 | ProgramServices |
| Management And General | 6080237 | ManagementAndGeneral |
| Fundraising | 306158 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3566423 | Total |
| Program Services | 3152694 | ProgramServices |
| Management And General | 413729 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76549436 | Total |
| Program Services | 61209097 | ProgramServices |
| Management And General | 15254136 | ManagementAndGeneral |
| Fundraising | 86203 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43524615 | Total |
| Program Services | 26547723 | ProgramServices |
| Management And General | 16973135 | ManagementAndGeneral |
| Fundraising | 3757 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50864193 | Total |
| Program Services | 46009490 | ProgramServices |
| Management And General | 4853631 | ManagementAndGeneral |
| Fundraising | 1072 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3214898 | Total |
| Program Services | 2528371 | ProgramServices |
| Management And General | 635798 | ManagementAndGeneral |
| Fundraising | 50729 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853253 | Total |
| Program Services | 557317 | ProgramServices |
| Management And General | 295936 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48290707 | Total |
| Program Services | 48290707 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89965884 | Total |
| Program Services | 74287516 | ProgramServices |
| Management And General | 15673453 | ManagementAndGeneral |
| Fundraising | 4915 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11876421 | Total |
| Program Services | 10578977 | ProgramServices |
| Management And General | 1297444 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER PURCHASED SERVICES | 459655069 | 433983709 | 20799003 | 4872357 |
| SUPPLIES | 316159277 | 313206242 | 2855483 | 97552 |
| LICENSE AND TAXES | 1857398 | 932152 | 925246 | |
| PROVISION FOR DOUBTFUL ACCTS | 98410424 | 98410424 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65493237 | Total |
| Program Services | 62219461 | ProgramServices |
| Management And General | 2954760 | ManagementAndGeneral |
| Fundraising | 319016 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2256599685 | Total |
| Program Services | 2088673482 | ProgramServices |
| Management And General | 161917469 | ManagementAndGeneral |
| Fundraising | 6008734 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1750 | BOY |
| EOY | 1450 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395469338 | BOY |
| EOY | 477484300 | 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 | 316641815 | BOY |
| EOY | 395719831 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1250000 | BOY |
| EOY | 1700000 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19657400 | BOY |
| EOY | 22765161 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21955029 | BOY |
| EOY | 13658103 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1846079358 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 888509381 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 864161375 | BOY |
| EOY | 957569977 | 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 | 896954557 | BOY |
| EOY | 986001073 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54139524 | BOY |
| EOY | 72887798 | 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 | 140697574 | BOY |
| EOY | 831928205 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2710928362 | BOY |
| EOY | 3759715898 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217408321 | BOY |
| EOY | 270164378 | 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 | 818471337 | BOY |
| EOY | 1336298129 | 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 | 374213528 | BOY |
| EOY | 466337784 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1410093186 | BOY |
| EOY | 2072800291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1078759515 | BOY |
| EOY | 1251304561 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215584245 | BOY |
| EOY | 428020504 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6491416 | BOY |
| EOY | 7590542 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300835176 | BOY |
| EOY | 1686915607 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2710928362 | BOY |
| EOY | 3759715898 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 469235096 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -83154665 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $17,433 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $199,885 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $173,723 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $65,841 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 456882 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B | ReturnReference |
| Explanation | LOBBYING ACTIVITIES INCLUDE: - SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS; AND - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY12, SHC PAID DUES OF APPROXIMATELY $378,565 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $95,885. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13519734 | BeginningOfYearBalance |
| Contributions | 1099127 | Contributions |
| Investment Earnings Or Losses | 463480 | InvestmentEarningsOrLosses |
| Other Expenditures | 259161 | OtherExpenditures |
| End Of Year Balance | 14823180 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11926477 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1845660 | InvestmentEarningsOrLosses |
| Other Expenditures | 252403 | OtherExpenditures |
| End Of Year Balance | 13519734 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10864850 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1173551 | InvestmentEarningsOrLosses |
| Other Expenditures | 111924 | OtherExpenditures |
| End Of Year Balance | 11926477 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13498859 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2572393 | InvestmentEarningsOrLosses |
| Other Expenditures | 61616 | OtherExpenditures |
| End Of Year Balance | 10864850 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.51210 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.48790 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20517753 | OtherCostOrOtherBasis |
| Book Value | 20517753 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 750835687 | OtherCostOrOtherBasis |
| Depreciation | 395030464 | Depreciation |
| Book Value | 355805223 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42119837 | OtherCostOrOtherBasis |
| Depreciation | 19154901 | Depreciation |
| Book Value | 22964936 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 711238594 | OtherCostOrOtherBasis |
| Depreciation | 470983845 | Depreciation |
| Book Value | 240254749 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 321367487 | OtherCostOrOtherBasis |
| Depreciation | 3340171 | Depreciation |
| Book Value | 318027316 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 957569977 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MANAGED POOL | 949929786 | F |
| OTHER INVESTMENTS | 36071287 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 986001073 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD BY TRUSTEE | 529606313 |
| PLEDGES RECEIVABLE | 280242073 |
| OTHER ASSETS | 22079819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 831928205 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| THIRD PARTY PAYOR LIABILITIES | $24,542,665 |
| DUE TO RELATED PARTIES | $34,570,771 |
| SELF-INSURED RESERVES | $97,305,640 |
| OTHER LIABILITIES | $245,122,708 |
| PENSION LIABILITY | $64,796,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 466337784 | TotalOfAmounts |
| Total Revenue | 2725834781 | TotalRevenue |
| Total Expenses | 2256599685 | TotalExpenses |
| Excess Or Deficit For Year | 469235096 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -213775 | NetUnrealizedGLOnInvestments |
| Other | -$82,940,890 | OtherAmount |
| Total Adjustments | -83154665 | TotalAdjustments |
| Excess Or Deficit Per FS | 386080431 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2451406728 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -213775 | NetUnrealizedGainsInvestments |
| Other Revenues | -192151569 | OtherRevenues |
| Revenue Not Rptd F990 | -192365344 | RevenueNotRptdF990 |
| Revenue Subtotal | 2643772072 | RevenueSubtotal |
| Other Revenues Not Included | 82062709 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 82062709 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2725834781 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2065326296 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -92872185 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -92872185 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2158198481 | ExpensesSubtotal |
| Other Expenses Not Included | 98401204 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 98401204 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2256599685 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART III, LINE 4 | Identifier |
| Return Reference | SHC MAINTAINS A COLLECTION OF DONATED ART FOR PUBLIC EXHIBITION AT | ReturnReference |
| Explanation | HOSPITAL FACILITIES. PART V, LINE 4 ENDOWMENT FUNDS STANFORD HOSPITAL AND CLINICS' (SHC) ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS FUNDS TO SUPPORT MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER, CLINICAL SERVICES, AND FUNDS FOR THE CONSTRUCTION OF SHC'S BUILDING. SHC ALSO HAS FUNDS TO SUPPORT EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, PATIENT CARE, INDIGENT CARE AND THE HEALTH LIBRARY TECHNOLOGY. SCHEDULE D, PART X FIN 48 STANFORD HOSPITAL IS A NOT-FOR-PROFIT CORPORATION AND TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. STANFORD HOSPITAL HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. PART XI, LINE 8 OTHER CHANGES IN NET ASSETS EQUITY TRANSFER $436,597 TRANSFER TO UNITED HEALTHCARE ALLIANCE $6,530,019 ADDITIONAL MINIMUM PENSION LIABILITY ($16,319,000) INTEREST RATE SWAP MTM ($69,805,358) LOSS ON EXTINGUISHMENT OF DEBT/SWAPS ($3,783,140) ROUNDING ADJ. TO BALANCE TO FINANCIAL STATEMENTS ($8) ______________ CHANGE IN NET ASSETS ($82,940,890) PART XII, LINE 2D OTHER REVENUE ON F/S NOT ON RETURN BAD DEBTS ($98,410,424) LOSS ON EXTINGUISHMENT OF DEBT/SWAPS ($3,783,140) INTEREST RATE SWAP MTM ($69,805,358) UNRESTRICTED FUNDS TRANSFER TO STANFORD UNIVERSITY ($10,809,481) CHANGE IN MINIMUM PENSION LIABILITY ($16,319,000) RESTRICTED FUNDS EQUITY TRANSFER $436,597 FUND TRANSFER TO UNIVERSITY HEALTHCARE ALLIANCE $6,530,020 UNRESTRICTED FUNDS TRANSFER TO LUCILE SALTER PACKARD CHILDREN'S HOSPITAL $9,220 ROUNDING ADJ. TO BALANCE TO FINANCIAL STATEMENTS ($3) ____________ TOTAL OTHER REVENUE ON F/S NOT ON RETURN ($192,151,569) PART XII, LINE 4B OTHER REVENUE ON RETURN NOT ON F/S REIMBURSEMENT OF SHARED EXPENSE $82,062,709 PART XIII, LINE 2D OTHER EXPENSES ON F/S NOT ON RETURN REIMBURSEMENT OF SHARED EXPENSE ($92,872,190) ROUNDING ADJ. TO BALANCE TO FINANCIAL STATEMENTS $5 ______________ TOTAL OTHER EXPENSE ON F/S NOT ON RETURN ($92,872,185) PART XIII, LINE 4B OTHER EXPENSE ON RETURN NOT ON F/S PURCHASED SERVICES ($9,220) BAD DEBTS $98,410,424 ______________ TOTAL OTHER EXPENSE ON RETURN NOT ON F/S $98,401,204 | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | PATIENT NAVIGATION | SpecificServicesProvided |
| Total Expenditures | 60913 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 60913 | SubtotalAmountSpent |
| Total Amount Spent | 60913 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE F, PART I, LINE 3 | Identifier |
| Return Reference | THE AMOUNT LISTED IN COLUMN (F) IS THE EXPENDITURES PER REGION. THESE | ReturnReference |
| Explanation | AMOUNTS ARE EXPENDITURES FOR CONTRACTOR AND FURNITURE/SUPPLIES IDENTIFIED ON THE ORGANIZATIONS ACCOUNTS PAYABLE. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 400. | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| 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 | 25439750 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 25439750 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01180 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 208414267 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 97765727 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 110648541 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05130 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 233854017 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 97765727 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 136088291 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06310 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3531797 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 3531797 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00160 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 66260671 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 16049809 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 50210862 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02330 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5596507 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3583680 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2012827 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1685798 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1685798 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 77074773 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 19633489 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 57441284 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02660 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 310928790 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 117399216 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 193529575 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08970 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 12465 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 12465 | NetCommunityBuildingExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 5000 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 5000 | NetCommunityBuildingExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 126584 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 126584 | NetCommunityBuildingExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 144049 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 144049 | NetCommunityBuildingExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $23,491,983 | BadDebtExpenseAmount |
| Amount Attributable To | 1456313 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 501313027 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 713778861 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -212465834 | 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 | STANFORD HOSPITAL AND CLINICS | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PASTEUR DRIVE | AddressLine1 |
| City | STANFORD | City |
| State | CA | State |
| ZIP Code | 94305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| 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 | STANFORD HOSPITAL AND CLINICS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 400. | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 400. | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| State Regulation | X | StateRegulation |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Attached To Invoices | X | AttachedToInvoices |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I, LINE 6A | COMMUNITY ASSESSMENT PROCESS | SHC is an active participant in the assessment collaborative in San Mateo and Santa Clara counties; the Healthy Community Collaborative of San Mateo County and the Santa Clara County Community Benefits Coalition (SCCCBC). SHC plays a leadership role as chair of the SCCCBC. The goal of each group was to produce a community health needs assessment, BASED ON AN ANALYSIS OF SECONDARY DATA AND COMMUNITY INPUT, for guiding program planning as well as policy and advocacy efforts aimed at improving the health status of residents of those counties. The assessments are also designed to stimulate collaborative action as well as action by individual organizations to address pressing community health needs. PART I, LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS TOTALED $3,536,797 IN FY12. PART I, LINE 7F HEALTH PROFESSIONS EDUCATION Research, education and training are core to SHC's mission. SHC is the setting for training medical students, residents and fellows from the Stanford School of Medicine and, as such, makes a significant contribution to training the next generation of healthcare providers. In FY12, SHC contributed more than $50 million to support health research, education and training. Of this amount, over $40.5 million was spent to train medical residents and interns. In addition to training physicians, SHC supports the training of other health professionals. In FY12, SHC invested nearly $9.6 million for such training. Hospital departments such as Rehabilitation Services, Nursing and Clinical Labs provided clinical rotations for physical therapy, respiratory therapy, occupational therapy, speech therapy, nursing and laboratory science students from local colleges and universities. In addition, physician assistant students are trained by SHC physician assistants. SHC also provides a training ground for pharmacy residents and students, radiology and nuclear medicine students and psychology students. Stanford University Community Health Advocacy Program, formerly the Patient Advocacy Program, was established in 2004 and combines a year-long Stanford-based course with clinic shifts and capacity-building projects at community clinics. The partnering clinics, which provide care for underserved populations in San Mateo and Santa Clara counties, serve a patient population that is largely immigrant, low-income, and monolingual Spanish or Vietnamese speaking. Over the past eight years of the program, total service hours have surpassed 17,000, and 64 capacity-building projects have been completed at the clinics. Partner clinics in FY12 were MayView Community Health Center (Palo Alto and Mountain View clinic sites), Ravenswood Family Health Center and Samaritan House Free Clinic in Redwood City. Eleven student advocates provided more than 1,400 hours of direct service and completed eight capacity-building/quality improvement projects designed to meet the clinics' self-identified needs. SHC also supports Clinical Pastoral Education, which provides year-round training and internships for seminary students and clergy from all faiths. The program, which was accredited by the Association for Clinical Pastoral Education in 1983, trains students to provide effective spiritual care to individuals and families facing health-related crises. This program served 9,774 individuals in FY12. PART I, LINE 7G SUBSIDIZED HEALTH SERVICES SHC's Life Flight is a helicopter-based service that provides emergency medical services in Santa Clara and San Mateo counties. Life Flight responds to emergency medical calls, delivers patients to trauma centers, and participates in search operations. SHC provided over $2 million to subsidize this life-saving service in FY12, allowing 450 patients to receive critical medical care. STANFORD LIFE FLIGHT CONDUCTS HELICOPTER LANDING ZONE TRAINING CLASSES FOR EMS AND FIRE AGENCIES. THE GOAL OF ESE TRAININGS IS TO ENSURE SAFETY FOR ALL INVOLVED IN EMERGENCY AIR TRANSPORTS - THE PATIENT, AIR AND GROUND PERSONNEL, AND THE COMMUNITY. LIFE FLIGHT PARTICIPATES IN AN ESTIMATED 400 HOOURS OF LANDING ZONE TRAINING ON AN ANNUAL BASIS. PART I, LINE 7I CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $1,685,798 IN FY12. PART II COMMUNITY BUILDING ACTIVITIES SHC plays a key role in disaster planning for the community. Through the Office of Emergency Management (OEM), SHC collaborates with local municipalities, county government and other hospitals to coordinate planning, mitigation, response and recovery activities for events that could adversely impact the community. The goal of these activities is to minimize the impact upon life, property and the environment from catastrophic events such as pandemic flu, earthquakes and other disasters. SHC's OEM works with Emergency Medical Services (EMS) in both San Mateo and Santa Clara counties on joint disaster exercises, disaster planning and mitigation and best practices. In 2012 OEM Co-hosted along with Stanford University School of Medicine a multi-agency Active shooter Exercise that involved over 100 participants from local and county public safety agencies. OEM is also an active member on the Palo Alto Emergency Preparedness Work Group. SHC's OEM provides a critical service for County EMS, Centers for Disease Control and Prevention and other hospitals and county agencies by maintaining caches of emergency medical equipment and supplies for ready access and deployment in the case of disaster or emergencies. OEM provides regular inventory review and 24/7 security to ensure that these EMS supplies are service-ready at all times. For example, the OEM cache supply, maintained in East Palo Alto, can provide care to about 200 trauma and burn patients. WORKFORCE DEVELOPMENT SHC CONTINUED ITS SUPPORT OF THE STANFORD MEDICAL YOUTH SCIENCE PROGRAM. THE PROGRAM'S MISSION IS TO INCREASE KNOWLEDGE ABOUT THE SCIENCES AND HEALTH PROFESSIONS AND TO OFFER GUIDANCE ABOUT COLLEGE ADMISSIONS TO LOW-INCOME AND UNDERREPRESENTED MINORITY STUDENTS. THE STUDENTS LEARN ABOUT POTENTIAL CAREERS IN HEALTH AND MEDICINE THROUGH HANDS-ON ACTIVITIES, SHADOWING, AND DISCUSSION GROUPS. THE INTERNSHIPS ARE IN VARIOUS HOSPITAL DEPARTMENTS INCLUDING SURGERY, CARDIAC CARE AND INTENSIVE CARE UNITS, TRANSPLANTATIONS, NEUROLOGY, AND HOSPITAL ADMINISTRATION. COALITION BUILDING SHC SUPPORTS THE WORK OF THE SAN MATEO COUNTY FALL PREVENTION TASK FORCE, BOTH FINANCIALLY AND WITH STAFF REPRESENTATION. PART III, LINE 4 SHC FY 2012 FINANCIAL STATEMENT DID NOT HAVE DESCRIPTIONS FOR BAD DEBT EXPENSE. THE COST FOR BAD DEBT EXPENSES IN LINE 2 AND 3 ARE BASED ON THE BAD DEBTS CHARGES AT ESTABLISHED RATE MULTIPLYING THE RATIO OF THE TOTAL FY 2012 COST TO THE TOTAL FY 2012 CHARGES. IN THE FY12 FINANCIAL STATEMENTS THE BAD DEBT IS RECLASSIFIED AS REDUCTION OF NET PATIENT REVENUE. AS A RESULT, IT IS NO LONGER AN EXPENSE ITEM. MOST OF THE COMMUNITY BENEFITS ARE RELATED TO COMMUNITY ACTIVITIES OR PROGRAMS NOT ASSOCIATED WITH PATIENT CARE. SINCE THE BAD DEBT EXPENSES ARE CONSIDERED AS REDUCTION OF PATIENT REVENUE, THE COST FOR OTHER COMMUNITY PROGRAM DOES NOT INCLUDE BAD DEBTS. SHC HAS ESTABLISHED CHARITY CARE POLICY APPROVED BY SHC'S GOVERNING BODY. THE CHARITY CARE IS PROVIDED WHEN THE PATIENT MEETS THE CRITERIA AND SUFFICIENT INFORMATION IS PROVIDED. IT IS DESIRABLE FOR SHC TO DETERMINE THE ELIGIBILITY FOR CHARITY CARE BEFORE OR AT THE TIME OF SERVICE. HOWEVER DUE TO THE CIRCUMSTANCES AND AVAILABILITY OF THE PATIENT INFORMATION SHC MAY BE UNABLE TO DETERMINE THE AMOUNT OF CHARITY CARE UNTIL AN EXTENDED PERIOD OF TIME OR AFTER THE ACCOUNTS ARE TRANSFERRED TO BAD DEBTS. AS A RESULT SHC HAS ESTABLISHED PROCEDURES CODES TO TRACK THE ACCOUNTS IN BAD DEBTS AND SUBSEQUENTLY DETERMINED AS CHARITY CARE ELIGIBLE. THE ESTIMATED BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE CHARITY CARE REPORTED IN LINE 2 ABOVE WAS $6,100,650. THE COST ASSOCIATED TO SUCH CHARITY AMOUNT WAS $1,456,313. PART III, LINE 8 SHC HAS BEEN UTILIZING A COST ACCOUNTING (TSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS, INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2012. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. |
| PART III, LINE 9B | IT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES. PART V, LINE 19D The percentage discount applied to a patient's liability for charges is determined after an evaluation based on proof of income. PART VI, LINE 2 NEEDS ASSESSMENT SHC, in partnership with countywide collaborative, assesses the health needs of residents in San Mateo and Santa Clara counties using a both secondary and primary data. Selection criteria are then applied to identify health needs, which are prioritized and cross-cutting themes identified. SHC identified and is addressing three major cross-cutting themes in both counties for FY12: - HEALTH INITIATIVE I: IMPROVE THE HEALTH AND WELL BEING OF OLDER ADULTS. THE GOAL IS TO IMPROVE OLDER ADULTS' ACCESS TO CRITICAL PREVENTION AND HEALTH-PROMOTION SERVICES THAT FOCUS ON FALL PREVENTION AND CHRONIC DISEASE MANAGEMENT. - HEALTH INITIATIVE II: IMPROVE ACCESS TO CARE. THE GOAL IS TO Improve access to quality, culturally appropriate primary care and preventive health care services for vulnerable community members. - HEALTH INITIATIVE III: REDUCE CANCER. THE GOAL IS TO Reduce cancer health disparities in minority and underserved populations by increasing access to culturally appropriate cancer education, screenings, clinical trials and other services. SHC USED THE FOLLOWING SELECTION CRITERIA: 1. A needs assessment process has identified the issue as significant and important to a diverse group of community stakeholders. 2. The issue affects a relatively large number of individuals. 3. The issue has serious impact at the individual, family or community level. 4. If left unaddressed, the issue is very liable to become more serious. 5. The issue offers potential for program intervention that can result in measurable impact. 6. SHC has the required expertise and human and financial resources to make an impact. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SHC HAS SIGNS POSTED AND BROCHURES AVAILABLE IN EACH PATIENT REGISTRATION AND CLINIC AREA REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. ADDITIONALLY, THERE IS A SINGLE PAGE NOTICE IN EVERY PATIENT BILLING STATEMENT THAT DESCRIBES THE AVAILABILITY OF FINANCIAL ASSISTANCE AND OFFERING ASSISTANCE WITH DETERMINING IF THEY MAY QUALIFY FOR FINANCIAL ASSISTANCE OR ANY GOVERNMENT PROGRAMS. PART VI, LINE 4 COMMUNITY INFORMATION SHC is a regional referral center for an array of adult specialties, drawing patients from throughout California, across the country, and internationally. However, a majority of SHC's patients are residents of San Mateo and Santa Clara counties. Therefore, for purposes of its community benefit program initiatives, SHC has identified these two counties as its target community. SHC MAINTAINS A STRONG COMMITMENT TO THE HEALTH OF ITS COMMUNITY MEMBERS AND DEDICATES CONSIDERABLE RESOURCES TO SUPPORT ITS COMMUNITY PARTNERSHIP PROGRAM. COMMUNITY DESCRIPTION SANTA CLARA COUNTY With 1.782 million residents, Santa Clara County (SCC) is the sixth most populated of California's 58 counties, and the most populated county in the Bay Area. More than half of the residents live in San Jose. SCC population is projected to grow from the current level to more than 2.3 million by 2030. The North Valley area is extensively urbanized. Thirteen of the county's fifteen cities and over 88 percent of the county's residents are located in the North Valley. Gilroy and Morgan Hill, with approximately 5 percent of the county's population, are located in the South Valley, which remains predominantly rural, with low-density residential developments scattered though the valley and foothill areas. According to the 2010 US Census, approximately 36 percent of the population in SCC was born outside of the United States, outpacing the rate for California by nearly 10 percent. SCC's racial/ethnic composition is 47 percent White, 32 percent Asian, 27 percent Latino and 3 percent African American. In the most recent census, approximately 12 percent selected 'some other race', and 5 percent selected 'more than one race'. The predominantly reported sub-groups of the Asian population are Chinese (27 percent), Vietnamese (22 percent), Asian Indian (22 percent), and Filipino (15 percent). Over 100 languages and dialects are spoken in SCC. Latinos represent the fastest growing demographic. According to the Silicon Valley Latino Report Card, 82 percent of Latinos in Silicon Valley are from Mexico, with another 8.5 percent from Central America. Another fast growing demographic within Santa Clara County is Vietnamese. While there are currently more Chinese (27 percent) in SCC than Vietnamese (22 percent), the Vietnamese population has grown very rapidly in the last few decades, from 11,717 in 1980 to 134,525 in 2010. The population is the second largest of any county in the U.S., surpassed only by Orange County, California. San Jose has the largest Vietnamese population of any U.S. city. People over 60 make up slightly less of the population in SCC than in California as a whole (16.1 percent vs. 16.8 percent); however, according to the Council on Aging Silicon Valley, "in the coming years, seniors will comprise a larger and larger share of the local population. In 1990, fewer than 1 in 8 county residents was age 60 or older. By 2010, that ratio had grown to 1 in 6. By 2030, over 1 in 4 county residents will be over age 60." While SCC is one of the most diverse counties in the US, the older adult population is less diverse. Nearly 60 percent of the county's senior residents are White (non-Latino), 24 percent are Asian and 12 percent of the county's seniors are Latino (any race). It is projected that by 2030, the demographic makeup of the county will change dramatically among the population of adults who are 60 years and older. By 2030, about 47 percent of older adults will be White, 29.5 percent will be Asian and 17.8 percent will be Latino. On the other hand, young people (ages zero to 17 years) are more diverse than the general population. The youth population makes up about 25 percent of SCC's population. While Latinos make up 27 percent of SCC's overall population, they represent over 35 percent of the youth population. In 2011, over 25 percent of children were English language learners. The percentage of children living below the Federal Poverty Line (FPL) has increased since 2000 by 2.6 percent. In SCC, more Hispanic/Latino and African-American children are living in poverty compared to children of other racial/ethnic groups and the County overall. In 2012, the national FPL for a family of four was $23,050. According to this measure, nearly 1 in 10 children (11 percent) and 1 in 12 adults (9 percent) are living in poverty. Because FPL does not take into consideration local conditions such as cost of living, other measures of economic security are used to provide a more realistic measure of poverty in SCC. The Family Economic Self-Sufficiency Standard (FESSS) estimates that an annual income of $59,140 is necessary in order for a family of three (one adult and two children ages 3-5) to meet their most basic expenses; this is equivalent to that of more than four full-time minimum wage jobs. Nearly half of SCC older adults are economically insecure, with incomes too low to meet their basic needs without additional assistance. According to the Elder Economic Security Index (Elder Index), a measure that provides a county-specific indicator of senior poverty, 67 percent of Latino seniors and 76 percent of Asian seniors are living in impoverished conditions, compared with just 32 percent of White, non-Latino seniors. Additionally, female seniors and seniors 75 years and older (any gender) are more likely to experience poverty compared to male seniors and those between the ages of 65 and 74 years old. | |
| SAN MATEO COUNTY | San Mateo County (SMC), located on the San Francisco Peninsula is made up of twenty cities and towns, bordered by the City of San Francisco on the north, the Bay on the east, Santa Clara County on the south and the Pacific Ocean on the west. SMC is a mix of urban/suburban industrial, small business and residential use. The coastal area is a mix of suburban and rural with significant agricultural, fishing, small business and tourism land use. According to the 2010 US Census, the county's population is 719,467. SMC's population is expected to increase by 14 percent from 2010-2050. SMC is among the richest counties in terms of ethnic diversity. From 2006-2010, 34 percent of the county population was foreign born and nearly half, 45 percent, of persons over the age of five speak a language other than English at home. Over the next four decades, the White population is expected to decrease by nearly 50 percent, while Hispanic and Asian/Pacific Islander populations are expected to increase dramatically. By the year 2050, the ethnic makeup of the county is projected to be 38 percent Hispanic, 32 percent Asian/Pacific Islander, 22 percent White, five percent Black and four percent other/multi-race. While other age groups will decrease in terms of percent of county population (0-19 years, 20-39 years, 40-59 years) from 2010 to 2050, those 60 years and older will increase from 18.9 percent to 30.9 percent. Asian/Pacific Islander and Hispanic seniors will comprise the largest proportion of seniors in SMC in 2050. At the other end of the age spectrum, the ethnic makeup of children under the age of 15 years is projected to be Hispanic, Asian/Pacific Islander, White, Black and multi-race in 2050. In 2010, median earnings for SMC residents aged 25 years and older were $47,060 and the average weekly wage was $1,450, down 13% from 2000. According to the U.S. Census Bureau, from 2006-2010, the percentage of SMC individuals below poverty level was 7 percent with 9.1 percent of children under the age of 18 below the poverty level. According to the FESSS, a single parent with two children living in SMC must earn approximately $78,000 annually to meet the family's basic needs, the equivalent of nearly five, full-time minimum wage jobs. According to the Elder Index, 36 percent of seniors struggle to cover basic expenses and, if their annual income exceeds federal poverty guidelines ($10,830), they may be ineligible for public assistance programs. | |
| PART VI, LINE 5 | PROMOTION OF COMMUNITY HEALTH | A MAJORITY OF SHC'S TRUSTEES ARE MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL AND ARE NOT EMPLOYED BY THE HOSPITAL, NOR ARE THEY FAMILY MEMBERS OF PERSONS EMPLOYED BY THE HOSPITAL. SHC EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY IT SERVES WHO WISH TO JOIN THE STAFF, CONSISTENT WITH THE SIZE AND NATURE OF ITS FACILITIES. EXCESS RECEIPTS FROM SHC'S OPERATIONS ARE DEVOTED TO IMPROVEMENT OF ITS FACILITIES, DEBT SERVICE, MEDICAL TRAINING, AND RESEARCH. SHC HAS USED OPERATIONAL REVENUE TO UPDATE AND EXPAND ITS FACILITIES AND SERVICES, IMPROVE SYSTEMS TO ENHANCE QUALITY, TO FUND RESEARCH, AND FOR OTHER PURPOSES TO IMPROVE PATIENT CARE. INVESTMENTS IN VULNERABLE POPULATIONS SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT WAS IN IMPROVING ACCESS TO NEEDED HEALTH CARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. IN FY12, SHC CONTRIBUTED NEARLY $139 MILLION, OR 72 PERCENT, OF ITS COMMUNITY BENEFIT EXPENDITURES, TO ACTIVITIES SUPPORTING VULNERABLE POPULATIONS (EXCLUDING UNCOMPENSATED MEDICARE). SHC'S UNCOMPENSATED EXPENSE (COST LESS REIMBURSEMENT) FOR MEDI-CAL WAS NEARLY $110.7 MILLION. CHARITY CARE FOR UNINSURED AND UNDERINSURED PATIENTS TOTALED OVER $25.4 MILLION. IN ADDITION TO THE INVESTMENTS IN CHARITY CARE AND UNCOMPENSATED MEDI-CAL, SHC'S CONTRIBUTION TO OTHER COMMUNITY BENEFIT ACTIVITIES FOR VULNERABLE POPULATIONS WERE NEARLY $3 MILLION IN FY12. THESE ACTIVITIES PROVIDE ESSENTIAL SERVICES FOR THOSE MOST IN NEED IN OUR COMMUNITIES. SHC SUPPORTS FIVE COMMUNITY CLINICS AND A TRANSITIONAL MEDICAL UNIT IN A HOMELESS SHELTER AS PART OF ITS IMPROVE ACCESS TO CARE INITIATIVE. THESE COMMUNITY PARTNERS INCLUDE CARDINAL FREE CLINICS, WHICH INCLUDES ARBOR FREE AND PACIFIC FREE CLINICS, RAVENSWOOD FAMILY HEALTH CENTER; MAYVIEW COMMUNITY HEALTH CENTER; SAMARITAN HOUSE REDWOOD CITY FREE CLINIC AND MEDICAL RESPITE CENTER AT EHC LIFEBUILDER'S BOCCARDO REGIONAL CENTER IN SAN JOSE. THE GOAL OF THIS INITIATIVE IS TO BUILD COMMUNITY CAPACITY TO DELIVER QUALITY PRIMARY AND PREVENTIVE HEALTH CARE. BENEFITS FOR THE LARGER COMMUNITY SHC SUPPORTED A WIDE-RANGE OF ACTIVITIES THAT BENEFIT THE BROADER COMMUNITY. IN FY12, SHC CONTRIBUTED NEARLY $4.5 MILLION TO SUPPORT THESE ACTIVITIES. THESE ACTIVITIES INCLUDING THE STANFORD HEALTH LIBRARY, 34 DIFFERENT PROGRAMS TO SUPPORT COMMUNITY MEMBERS FIGHTING CANCER, VARIOUS SUPPORT GROUPS, TRAFFIC AND BICYCLE SAFETY PROGRAMS, CANCER CLINIC TRIALS WEBSITE AND PHONE LINES, STANFORD LIFE FLIGHT AND MEDICAL TRANSPORT SERVICE, AND EMERGENCY PLANNING FOR THE COMMUNITY. HEALTH RESEARCH, EDUCATION AND TRAINING RESEARCH, EDUCATION AND TRAINING ARE CORE TO SHC'S MISSION. SHC IS THE SETTING FOR TRAINING MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THE STANFORD SCHOOL OF MEDICINE AND, AS SUCH, MAKES A SIGNIFICANT CONTRIBUTION TO TRAINING THE NEXT GENERATION OF HEALTH CARE PROVIDERS. IN FY12, SHC CONTRIBUTED $50.3 MILLION TO SUPPORT HEALTH RESEARCH, EDUCATION AND TRAINING. OF THIS AMOUNT, OVER $40.5 MILLION WAS SPENT TO TRAIN MEDICAL RESIDENTS AND INTERNS. IN ADDITION TO TRAINING PHYSICIANS, SHC SUPPORTS THE TRAINING OF OTHER HEALTH PROFESSIONALS. IN FY12, SHC INVESTED OVER $9.8 MILLION FOR SUCH TRAINING. HOSPITAL DEPARTMENTS SUCH AS REHABILITATION SERVICES, NURSING AND CLINICAL LABS PROVIDED CLINICAL ROTATIONS FOR PHYSICAL THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, NURSING AND LABORATORY SCIENCE STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES. IN ADDITION, PHYSICIAN ASSISTANT STUDENTS ARE TRAINED BY SHC PHYSICIAN ASSISTANTS. SHC ALSO PROVIDES A TRAINING GROUND FOR PHARMACY RESIDENTS AND STUDENTS, RADIOLOGY AND NUCLEAR MEDICINE STUDENTS AND PSYCHOLOGY STUDENTS. BENEFITS FOR VULNERABLE POPULATIONS $138,880,829 MEDICARE (UNCOMPENSATED EXPENSE) $212,465,834 BENEFITS FOR THE LARGER COMMUNITY $4,455,349 HEALTH RESEARCH, EDUCATION AND TRAINING $50,337,446 TOTAL EXCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $193,673,624 TOTAL INCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $406,139,458 PART VI, LINE 7 ALL STATES IN WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: CALIFORNIA |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| KOREAN CANCER PATIENTS AND FAMILIES | |||||||
| 2900 PATRICK HENRY DR | SANTA CLARA | CA | 95054 | 456539161 | 501(C)(3) | 10000 | KOREAN CANCER PATIENTS |
| SAMARITAN HOUSE | |||||||
| 401 N HUMBOLDT ST | SAN MATEO | CA | 94401 | 237416272 | 501(C)(3) | 25000 | HEALTH CARE SERVICES |
| STANFORD SCHOOL OF MEDICINE | |||||||
| 251 CAMPUS DRIVE | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | 10000 | PATIENT ADVOCACY PROGRAM |
| STANFORD SCHOOL OF MEDICINE | |||||||
| 251 CAMPUS DRIVE | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | 30000 | CFC TECHNOLOGY |
| Mayview Community Health CNTR | |||||||
| 270 Grant Ave | Palo Alto | CA | 94306 | 942239468 | 501(C)(3) | 70000 | PRIMARY & PREVENTIVE |
| HEALTHCARE FOUNDATION | |||||||
| 1215 K ST STE 730 | SACREMENTO | CA | 95814 | 861174825 | 501(C)(6) | 40000 | MEDICAL RESPITE PRGM |
| RAVENSWOOD FAMILY HEALTH CTR | |||||||
| 1798 A BAY RD | PALO ALTO | CA | 94303 | 943372130 | 501(C)(3) | 40000 | SUPPORT PATIENT SVCS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS | Identifier |
| Explanation | SCHEDULE I, PART I, LINE 2 When a grant is approved, someone with signature authority from the organization receiving the grant signs the grant agreement, which includes a statement of when the funds were received and how much was received. They also agree to submit grant reports demonstrating progress on agreed upon goals and objectives. Soft and hard copies of grant agreement letters, grant reports, and other relevant information are kept by the Executive Director of Community Partnerships for Stanford Hospital & Clinics. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | 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 (17 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER DAWES | |||||||||||||
| 805172 | 0 | 421398 | 0 | 201096 | 0 | 326950 | 0 | 24245 | 0 | 1778861 | 0 | 0 | 0 |
| PHILIP PIZZO MD | |||||||||||||
| 620862 | 0 | 16730 | 0 | 507937 | 0 | 24808 | 0 | 1170337 | 0 | 0 | |||
| NORMAN RIZK MD | |||||||||||||
| 282864 | 156055 | 214053 | 0 | 24500 | 0 | 5036 | 0 | 682508 | 0 | 0 | |||
| ANN WEINACKER MD | |||||||||||||
| 183871 | 81596 | 106054 | 0 | 23769 | 0 | 15853 | 0 | 411143 | 0 | 0 | |||
| AMIR DAN RUBIN | |||||||||||||
| 1478121 | 0 | 1287800 | 0 | 50389 | 0 | 256827 | 0 | 28025 | 0 | 3101162 | 0 | 0 | 0 |
| DANIEL GINSBURG | |||||||||||||
| 336941 | 0 | 100000 | 0 | 1281653 | 0 | 22050 | 0 | 12611 | 0 | 1753255 | 0 | 152014 | 0 |
| DANIEL MORISSETTE | |||||||||||||
| 630034 | 0 | 226444 | 0 | 99962 | 0 | 99370 | 0 | 26956 | 0 | 1082766 | 0 | 73310 | 0 |
| CAROLYN BYERLY | |||||||||||||
| 386557 | 0 | 113364 | 0 | 70058 | 0 | 22050 | 0 | 8808 | 0 | 600837 | 0 | 0 | 0 |
| NANCY LEE | |||||||||||||
| 347305 | 0 | 102033 | 0 | 57939 | 0 | 22050 | 0 | 23284 | 0 | 552611 | 0 | 0 | 0 |
| JERROLD MAKI | |||||||||||||
| 285639 | 0 | 73380 | 0 | 78805 | 0 | 22050 | 0 | 9497 | 0 | 469371 | 0 | 0 | 0 |
| MARK TORTORICH | |||||||||||||
| 285838 | 0 | 77798 | 0 | 74920 | 0 | 57452 | 0 | 14488 | 0 | 510496 | 0 | 34532 | 0 |
| KEVIN TABB | |||||||||||||
| 393999 | 0 | 197167 | 0 | 121767 | 0 | 22050 | 0 | 22897 | 0 | 757880 | 0 | 57124 | 0 |
| SRIDHAR SESHADRI | |||||||||||||
| 354238 | 0 | 98088 | 0 | 64479 | 0 | 22050 | 0 | 25555 | 0 | 564410 | 0 | 0 | 0 |
| JENNIFER VARGAS | |||||||||||||
| 428384 | 0 | 126931 | 0 | 100026 | 0 | 74980 | 0 | 29271 | 0 | 759592 | 0 | 52729 | 0 |
| PRAVENE NATH | |||||||||||||
| 346432 | 0 | 100586 | 0 | 66322 | 0 | 50954 | 0 | 29468 | 0 | 593762 | 0 | 0 | 0 |
| BRUCE HARRISON | |||||||||||||
| 414114 | 0 | 135872 | 0 | 22851 | 0 | 64333 | 0 | 24638 | 0 | 661808 | 0 | 0 | 0 |
| MICHAEL J PETERSON RETIRED 611 | |||||||||||||
| 172472 | 0 | 148891 | 0 | 69288 | 0 | 13403 | 0 | 1310 | 0 | 405364 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 1A | Identifier |
| Return Reference | TRAVEL POLICY | ReturnReference |
| Explanation | STANFORD HOSPITAL AND CLINICS ("SHC") TRAVEL POLICY GENERALLY REQUIRES ALL EMPLOYEES TO USE THE MOST ECONOMICAL MODE OF TRANSPORTATION AVAILABLE CONSISTENT WITH THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL IN ORDER TO BE FULLY REIMBURSED. SHC OFFICERS AND OTHER INDIVIDUALS ENUMERATED IN SCHEDULE J ARE FULLY SUBJECT TO THE SAME POLICIES AND PROCEDURES AS ANY OTHER EMPLOYEE OF SHC. ON VERY RARE OCCASIONS IN CALENDAR YEAR 2011, FIRST CLASS TRAVEL WAS APPROVED BY THE CFO OR CONTROLLER. CERTAIN INDIVIDUALS LISTED IN PART VII FLEW FIRST CLASS IN CALENDAR YEAR 2011. ALL FIRST CLASS TRAVEL WAS FOR BUSINESS PURPOSES AND CONSIDERED NON-TAXABLE EXPENSE REIMBURSEMENT. HOUSING ALLOWANCE THE FOLLOWING INDIVIDUALS RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). JERROLD MAKI, JENNIFER VARGAS, MARK TORTORICH, DANIEL GINSBURG, AMIR DAN RUBIN, DANIEL MORISSETTE, PRAVENE NATH, AND BRUCE HARRISON. SCHEDULE J, PART I, LINE 4A DANIEL GINSBURG RECEIVED SEVERANCE IN THE AMOUNT OF $982,831, WHICH IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)III. SCHEDULE J, PART I, LINE 4B STANFORD HOSPITAL AND CLINICS ("SHC") PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. AT THE LAST DATE OF EACH QUARTER EACH PARTICIPANT'S ACCOUNT IS CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION). THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN THE ACCOUNT AS FOLLOWS: (A) THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED AND THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION; (B) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (C) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (D) THE PARTICIPANT ATTAINS THE AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; OR (E) THE PARTICIPANT COMPLETES SEVEN YEARS AS AN ELIGIBLE EMPLOYEE. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2011: CHRISTOPHER DAWES $ 139,347 MICHAEL PETERSON $ 19,130 NANCY LEE $ 42,543 CAROLYN BYERLY $ 47,268 MARK TORTORICH $ 36,909 KEVIN TABB $ 61,055 SRIDHAR SESHADRI $ 43,664 DANIEL MORISSETTE $ 78,355 JERROLD MAKI $ 35,036 JENNIFER VARGAS $ 56,357 DANIEL GINSBURG $ 159,357 PRAVENE NATH $ 29,693 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). CHRISTOPHER DAWES, PRESIDENT OF LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD HAS A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. UNDER THE AGREEMENT, MR. DAWES RECEIVES AN ANNUAL CREDIT TO HIS ACCOUNT THROUGH 2016 PROVIDED HE REMAINS EMPLOYED IN HIS CURRENT POSITION. AMOUNTS CREDITED UNDER THE PLAN WILL BE PAYABLE UPON THE EARLIER OF: (1) TERMINATION WITHOUT CAUSE; (2) DISABILITY; (3) DEATH; OR (4) AUGUST 31, 2016 PROVIDED MR. DAWES REMAINS EMPLOYED AT THAT DATE. THE INITIAL CREDIT TO MR. DAWES PLAN OF $300,000 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PHILLIP PIZZO PARTICIPATES IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. THESE AMOUNTS APPEAR IN SCHEDULE J, PART II, COLUMN (C). PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(II) OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(III) OTHER REPORTABLE COMPENSATION IN SCHEDULE J-1, COLUMN B-III INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE. SCHEDULE J, PART I, LINE 7 OFFICERS AND OTHERS AS ENUMERATED IN SCHEDULE J, PART II PARTICIPATE IN A DEFERRED COMPENSATION PLAN. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | |||||||
| 521643828 | 13033F3U2 | 2008-06-02 | 428500000 | 2008 SERIES AB-SEE ATTACH K-I(F) | false | false | false |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | |||||||
| 521643828 | 13033LJH1 | 2010-06-16 | 310291489 | 2010 SERIES AB-SEE ATTACH K-I(F) | false | false | false |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | |||||||
| 521643828 | 13033LZN0 | 2012-05-23 | 608293722 | 2012 SERIES ABCD-SEE ATTACH K-I(F) | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2250000 | 0 | 428500000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 428500000 | 0 | true | false | true | true |
| 4485000 | 0 | 310291489 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 310291489 | 0 | true | false | true | true |
| 0 | 0 | 608293722 | 0 | 0 | 79197124 | 4775 | 0 | 0 | 0 | 0 | 529091873 | false | true | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | true | 0.00060 | 0.00000 | 0.00060 | true |
| false | true | true | true | true | true | 0.00030 | 0.00000 | 0.00030 | true |
| false | true | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| SEE ATTACH K-IV3B | ||||||||
| false | true | true | false | false | false | 0 | false | true |
| 0 | ||||||||
| false | false | false | false | 0 | false | true | ||
| 0 | ||||||||
| false | true | false | false | 0 | false | true | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEE SCHEDULE O | Identifier |
| Return Reference | 0 | ReturnReference |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| AMIR DAN RUBIN | ||||||
| HOUSING LOAN | X | $1,250,000 | 1250000 | false | true | true |
| BRUCE HARRISON | ||||||
| HOUSING LOAN | X | $450,000 | 450000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1700000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MEDTRONIC | |||
| SEE PART V | 16184892 | PAYMENT FOR PRODUCTS | false |
| BETH DAWES | |||
| SEE PART V | 77936 | COMPENSATION FOR EMPLOYMENT | false |
| VARIAN MEDICAL SYSTEMS | |||
| SEE PART V | 2133549 | PAYMENT FOR PRODUCTS | false |
| EXPRESSSCRIPTS | |||
| SEE PART V | 8844339 | PAYMENT FOR PRODUCTS | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELATIONSHIP BETWEEN PERSONS AND ORGANIZATION | Identifier |
| Explanation | FORM 990, SCHEDULE L, PART IV COLUMN (B) MEDTRONIC: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF MEDTRONIC. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING ABOUT THE RELATIONSHIP BETWEEN SHC AND MEDTRONIC. BETH DAWES: EMPLOYEE IS A FAMILY MEMBER OF A DIRECTOR. VARIAN MEDICAL SYSTEMS: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF VARIAN MEDICAL SYSTEMS. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING OR DISCUSSION OF THE RELATIONSHIP BETWEEN SHC AND VARIAN MEDICAL SYSTEMS. EXPRESSSCRIPTS: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF EXPRESSSCRIPTS. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING ABOUT THE RELATIONSHIP BETWEEN SHC AND EXPRESSSCRIPTS. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 985481 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MEAN VALUE ON DOT | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7675 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, COLUMN B | Identifier |
| Explanation | STANFORD HOSPITAL AND CLINICS IS REPORTING THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, QUESTION 32B STANFORD HOSPITAL AND CLINICS UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION | FORM 990, PART I, LINE 1 & PART III, LINE 1 | STANFORD HOSPITAL AND CLINICS ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, A CANCER CENTER IN PALO ALTO, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STANFORD HOSPITAL AND CLINICS HAS A MISSION TO CARE, TO EDUCATE, AND TO DISCOVER. THEIR VISION STATEMENT IS HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A STANFORD HOSPITAL AND CLINICS ("SHC") IS KNOWN WORLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 25,164 PATIENT DISCHARGES. SHC HAD 141,131 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 478,405 FOR THE FISCAL YEAR ENDED AUGUST 31, 2012. SUMMARY OF SHC COMMUNITY BENEFIT ACTIVITIES: INVESTMENTS IN VULNERABLE POPULATIONS SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT WAS IN IMPROVING ACCESS TO NEEDED HEALTH CARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. IN FY12, SHC CONTRIBUTED NEARLY $139 MILLION, OR 72 PERCENT, OF ITS COMMUNITY BENEFIT EXPENDITURES, TO ACTIVITIES SUPPORTING VULNERABLE POPULATIONS (EXCLUDING UNCOMPENSATED MEDICARE). SHC'S UNCOMPENSATED EXPENSE (COST LESS REIMBURSEMENT) FOR MEDI-CAL WAS NEARLY $110.7 MILLION. CHARITY CARE FOR UNINSURED AND UNDERINSURED PATIENTS TOTALED OVER $25.4 MILLION. IN ADDITION TO THE INVESTMENTS IN CHARITY CARE AND UNCOMPENSATED MEDI-CAL, SHC'S CONTRIBUTION TO OTHER COMMUNITY BENEFIT ACTIVITIES FOR VULNERABLE POPULATIONS WERE NEARLY $3 MILLION IN FY12. THESE ACTIVITIES PROVIDE ESSENTIAL SERVICES FOR THOSE MOST IN NEED IN OUR COMMUNITIES. SHC SUPPORTS FIVE COMMUNITY CLINICS AND A TRANSITIONAL MEDICAL UNIT IN A HOMELESS SHELTER AS PART OF ITS IMPROVE ACCESS TO CARE INITIATIVE. THESE COMMUNITY PARTNERS INCLUDE CARDINAL FREE CLINICS, WHICH INCLUDES ARBOR FREE AND PACIFIC FREE CLINICS, RAVENSWOOD FAMILY HEALTH CENTER; MAYVIEW COMMUNITY HEALTH CENTER; SAMARITAN HOUSE REDWOOD CITY FREE CLINIC AND MEDICAL RESPITE CENTER AT EHC LIFEBUILDER'S BOCCARDO REGIONAL CENTER IN SAN JOSE. THE GOAL OF THIS INITIATIVE IS TO BUILD COMMUNITY CAPACITY TO DELIVER QUALITY PRIMARY AND PREVENTIVE HEALTH CARE. BENEFITS FOR THE LARGER COMMUNITY SHC SUPPORTED A WIDE-RANGE OF ACTIVITIES THAT BENEFIT THE BROADER COMMUNITY. IN FY12, SHC CONTRIBUTED NEARLY $4.5 MILLION TO SUPPORT THESE ACTIVITIES. THESE ACTIVITIES INCLUDING THE STANFORD HEALTH LIBRARY, 34 DIFFERENT PROGRAMS TO SUPPORT COMMUNITY MEMBERS FIGHTING CANCER, VARIOUS SUPPORT GROUPS, TRAFFIC AND BICYCLE SAFETY PROGRAMS, CANCER CLINIC TRIALS WEBSITE AND PHONE LINES, STANFORD LIFE FLIGHT AND MEDICAL TRANSPORT SERVICE, AND EMERGENCY PLANNING FOR THE COMMUNITY. HEALTH RESEARCH, EDUCATION AND TRAINING RESEARCH, EDUCATION AND TRAINING ARE CORE TO SHC'S MISSION. SHC IS THE SETTING FOR TRAINING MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THE STANFORD SCHOOL OF MEDICINE AND, AS SUCH, MAKES A SIGNIFICANT CONTRIBUTION TO TRAINING THE NEXT GENERATION OF HEALTH CARE PROVIDERS. IN FY12, SHC CONTRIBUTED $50.3 MILLION TO SUPPORT HEALTH RESEARCH, EDUCATION, AND TRAINING. OF THIS AMOUNT, OVER $40.5 MILLION WAS SPENT TO TRAIN MEDICAL RESIDENTS AND INTERNS. IN ADDITION TO TRAINING PHYSICIANS, SHC SUPPORTS THE TRAINING OF OTHER HEALTH PROFESSIONALS. IN FY12, SHC INVESTED OVER $9.8 MILLION FOR SUCH TRAINING. HOSPITAL DEPARTMENTS SUCH AS REHABILITATION SERVICES, NURSING AND CLINICAL LABS PROVIDED CLINICAL ROTATIONS FOR PHYSICAL THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, NURSING AND LABORATORY SCIENCE STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES. IN ADDITION, PHYSICIAN ASSISTANT STUDENTS ARE TRAINED BY SHC PHYSICIAN ASSISTANTS. SHC ALSO PROVIDES A TRAINING GROUND FOR PHARMACY RESIDENTS AND STUDENTS, RADIOLOGY AND NUCLEAR MEDICINE STUDENTS AND PSYCHOLOGY STUDENTS. BENEFITS FOR VULNERABLE POPULATIONS $138,880,829 MEDICARE (UNCOMPENSATED EXPENSE) $212,465,834 BENEFITS FOR THE LARGER COMMUNITY $4,455,349 HEALTH RESEARCH, EDUCATION AND TRAINING $50,337,446 TOTAL EXCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $193,673,624 TOTAL INCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $406,139,458 EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1A IF A MATTER NORMALLY REQUIRING ACTION BY THE BOARD OF DIRECTORS ARISES BETWEEN MEETINGS OF THE BOARD AND IS A MATTER WHICH, IN THE OPINION OF ANY FOUR (4) OUT OF SIX (6) OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE PRESIDENT OF THE CORPORATION, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE AUDIT COMMITTEE, REQUIRES ACTION BY THE BOARD BEFORE THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD, THEN ANY FOUR (4) OR MORE OUT OF THOSE SIX (6) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD OF DIRECTORS, ARE AUTHORIZED JOINTLY TO TAKE WHATEVER ACTION IS NECESSARY TO RESOLVE THE MATTER, AND SUCH ACTION WILL CONSTITUTE AUTHORIZED ACTION OF THE BOARD TO THE SAME EXTENT AS IF IT HAS BEEN ADOPTED AT A MEETING OF THE BOARD; PROVIDED, HOWEVER, THAT AT LEAST ONE (1) OF THE FOUR (4) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD PURSUANT TO THIS SECTION SHALL BE AN "OUTSIDE DIRECTOR," AS DEFINED IN BYLAWS AND PROVIDED, FURTHER, THAT THE DIRECTORS ACTING AS A COMMITTEE OF THE BOARD SHALL NOT IN ANY CASE BE AUTHORIZED BY THIS SECTION TO EXERCISE THOSE POWERS WHICH BY LAW, THE ARTICLES OF INCORPORATION, THESE BYLAWS OR SPECIFIC ACTION BY THE MEMBER, SET FORTH IN A RESOLUTION OF THE MEMBER, MAY BE EXERCISED ONLY BY THE MEMBER OR MAY NOT BE DELEGATED TO A COMMITTEE OF THE BOARD. FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 CHRISTOPHER DAWES IS AN EMPLOYEE, CHIEF EXECUTIVE OFFICER AND A DIRECTOR OF LUCILE SALTER PACKARD CHILDREN'S HOSPITAL. THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: MARY CRANSTON MARIANN BYERWALTER PHILIP PIZZO AMIR DAN RUBIN THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: PHILIP PIZZO, DEAN OF THE STANFORD SCHOOL OF MEDICINE CHARLES KOOB NORMAN RIZK JOHN MORGRIDGE ANN WEINACKER MD THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: MARIANN BYERWALTER RON JOHNSON JOHN GUNN |
| MEMBERS | FORM 990, PART VI, LINE 6 | STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HOSPITAL AND CLINICS ("SHC"). ELECTION BY MEMBERS FORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, APPOINTS THE SHC BOARD OF DIRECTORS. REVIEW OF FORM 990 FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY TAX COMPLIANCE AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS. WHEN STANFORD HOSPITAL AND CLINICS RECEIVES CONTRIBUTIONS FROM DONORS WHO WISH TO REMAIN ANONYMOUS BUT OTHERWISE MEET THE SCHEDULE B THRESHOLD REPORTING REQUIREMENTS, THE BOARD REVIEWS THE FORM 990 WITHOUT DISCLOSURE OF THESE DONORS' NAME IN ORDER TO PROTECT THE DONORS' ANONYMITY. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING. PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'S CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED EACH SEPTEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES. AVAILABILITY OF GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS. HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII CHRISTOPHER DAWES: 50 HOURS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL PHILIP PIZZO: 50 HOURS AT STANFORD UNIVERSITY NORMAN RIZK: 50 HOURS AT STANFORD UNIVERSITY JOHN MORGRIDGE: 10 HOURS AT STANFORD UNIVERSITY ANN WEINACKER MD: 50 HOURS AT STANFORD UNIVERSITY CHARLES KOOB: 2 HOURS AT STANFORD UNIVERSITY BRUCE HARRISON: 10 HOURS AT UNIVERSITY HEALTHCARE ALLIANCE UNDER A PURCHASED SERVICES ARRANGEMENT WITH LPCH, SHC LEASES CERTAIN EMPLOYEES TO LPCH. SHC PAYS THE LEASED EMPLOYEES DIRECTLY AND FILES THE REQUIRED FEDERAL AND STATE INFORMATIONAL RETURNS. CHRISTOPHER DAWES IS A DIRECTOR OF SHC. FOR FY12 HE WAS ALSO THE PRESIDENT AND CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD, A RELATED ORGANIZATION. MR. DAWES RECEIVES COMPENSATION FROM SHC FOR HIS SERVICES AT LPCH UNDER THE PURCHASE SERVICE ARRANGEMENT DESCRIBED ABOVE. MR DAWES RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5 ADDITIONAL MINIMUM PENSION LIABILITY ($16,319,000) INTEREST RATE SWAP MTM ($69,805,358) EQUITY TRANSFER $436,597 CHANGE IN NET UNREALIZED LOSSES ($213,775) TRANSFER TO UNITED HEALTHCARE ALLIANCE $6,530,019 LOSS ON EXTINGUISHMENT OF DEBT/SWAPS ($3,783,140) ROUNDING ADJUSTMENT TO BALANCE TO FINANCIAL STATEMENTS ($8) _____________ OTHER CHANGES IN NET ASSETS ($83,154,665) TAX EXEMPT BONDS FORM 990, SCHEDULE K, PART I, ATTACH.K-I(F) BOND ISSUES: A CUSIP#: 13033F3U2 SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2006 SERIES A & B; DATE OF ISSUE MARCH 9, 2006. BOND ISSUES: B CUSIP#: 13033LJH1 SERIES: 2010 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 1998 SERIES B; DATE OF ISSUE MARCH 31, 1998. BOND ISSUES: B CUSIP#: 13033LJH1 SERIES: 2010 SERIES B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2003 SERIES B, C, AND D; DATE OF ISSUE JULY 1, 2003. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES A DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL FACILITY, A PORTION OF WHICH WILL REMAIN IN USE. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES B DESCRIPTION OF PURPOSE: ADVANCE REFUNDING OF 2003 SERIES A; DATE OF ISSUE JULY 1, 2003. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES C DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL FACILITY, A PORTION OF WHICH WILL REMAIN IN USE. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES D DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL FACILITY, A PORTION OF WHICH WILL REMAIN IN USE. TAX-EXEMPT BONDS F0RM 990, SCHEDULE K, PART IV, ATTACH. K-IV3(B)&(C) ISSUE: A SERIES: 2008 SERIES B1 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 ISSUE: A SERIES: 2008 SERIES B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 * NOVATED FROM ORIGINAL COUNTERPARTY, J.P. MORGAN CHASE BANK N.A. EFFECTIVE JANUARY 1, 2011. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARE COUNSEL LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 LUCAS VALLEY ROAD STE 360 | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 94903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680396696 | EIN |
| Primary Activities | MEDICAL | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Total Income | -209444 | TotalIncome |
| EOY Assets | 666372 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | ACADEMIA | CA | 501(C)(3) | 2 | NA | false |
| SHR HOLDINGS INC | ||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943187167 | REAL ESTATE | CA | 501(C)(25) | N/A | STANFORD | true |
| STANFORD UNIV TRUST POST RETEMPYNT BEN | ||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943246199 | BENEFITS | CA | 501(C)(9) | N/A | STANFORD | true |
| UNIVERSITY HEALTHCARE ALLIANCE | ||||||||||
| 855 OAK GROVE AVE SUITE 100 | MENLO PARK | CA | 94205 | 943192446 | HEALTHCARE | CA | 501(C)(3) | 3 | SHC | true |
| STANFORD UNIVERSITY BOOK STORE | ||||||||||
| BLDG 60 MAIN QUAD NO 105 | STANFORD | CA | 94305 | 940894150 | SUPPORT | CA | 501(C)(3) | 11, TYPE I | STANFORD | true |
| STANFORD SCHOOLS CORPORATION | ||||||||||
| 475 POPE STREET | MENLO PARK | CA | 94025 | 202699147 | EDUCATIONAL | CA | 501(C)(3) | 2 | STANFORD | true |
| PACKARD CHILDREN'S HEALTH ALLIANCE | ||||||||||
| 725 WELCH ROAD MC5551 | PALO ALTO | CA | 94304 | 320359189 | HEALTHCARE | CA | 501(C)(3) | 3 | LPCH | true |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||||||||||
| 725 WELCH ROAD MC 5553 | PALO ALTO | CA | 94304 | 770003859 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Code VCodeVAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCOLA LP | |||||||||||||||
| C/O ARCOLOA GP LLC 1 EMBARCADERO C | SAN FRANCISCO | CA | 21080 | 204222260 | REAL ESTATE D | DE | N/A | ||||||||
| ATWATER 12 LP | |||||||||||||||
| 2001 ROSS AVENUE SUITE 1600 | DALLAS | TX | 75201 | 752944481 | REAL ESTATE I | DE | N/A | ||||||||
| AVENUE ASIA CAPITAL PARTNERS LP | |||||||||||||||
| 399 Park Avenue 6th Floor | NEW YORK | NY | 10022 | 010553224 | FOREIGN INV. | DE | N/A | ||||||||
| JER R E QUALIFIED PARTNERS EUROPE LP | |||||||||||||||
| C/O JE ROBERT COS 1650 TYSON BL | STE MCLEAN | VA | 22102 | 542029560 | REAL ESTATE I | DE | N/A | ||||||||
| KEB INVESTORS II LP | |||||||||||||||
| FOREIGN INV. | N/A | ||||||||||||||
| LINCOLN COMMERCE PARK II LTD | |||||||||||||||
| PO BOX 1920 | DALLAS | TX | 75221 | 204681486 | REAL ESTATE D | DE | N/A | ||||||||
| PALO ALTO LP | |||||||||||||||
| FOREIGN INV. | N/A | ||||||||||||||
| PARMENTER REALTY FUND II LP | |||||||||||||||
| 1111 BRICKELL AVENUE SUITE 2910 | MIAMI | FL | 33131 | 200973616 | REAL ESTATE I | DE | N/A | ||||||||
| REGENT OFFICE CENTER LP | |||||||||||||||
| c/o Bentall Kennedy US LP 1215 4 | SEATTLE | WA | 98161 | 912116424 | REAL ESTATE I | TX | N/A | ||||||||
| SANDPIPER FUND LP | |||||||||||||||
| 2100 MCKINNEY AVENUE SUITE 1770 | DALLAS | TX | 75201 | 260341626 | INV. IN SECUR | TX | N/A | ||||||||
| SAROFIM MULTIFAMILY PARTNERS LP | |||||||||||||||
| 8115 PRESTON ROAD SUITE 400 | DALLAS | TX | 75225 | 201929002 | Real Estate D | DE | N/A | ||||||||
| SKY HARBOR ASSOCIATES LP | |||||||||||||||
| PO BOX 1920 | DALLAS | TX | 75221 | 205803431 | COMM. PROP. I | DE | N/A | ||||||||
| SNOWCREEK VI PARTNERS LLC | |||||||||||||||
| C/O SMC 2770 SAND HILL RD | MENLO PARK | CA | 94025 | 861089966 | REAL ESTATE D | CA | N/A | ||||||||
| STERLING STAMOS REAL ASSETS FUND (A) LP | |||||||||||||||
| 250 PARK AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | 203949682 | REAL ESTATE I | DE | N/A | ||||||||
| DEK PORTFOLIO LLC | |||||||||||||||
| C/O SPAULDING SLYE INV 1 PO S | BOSTON | MA | 21090 | 043446765 | REAL ESTATE I | DE | N/A | ||||||||
| BROWN BARK I LP | |||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 721604614 | NOTES REC. IN | DE | N/A | ||||||||
| BROWN BARK II LP | |||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 208727391 | NOTES REC. IN | DE | N/A | ||||||||
| BROWN BARK III LP | |||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 261780743 | NOTES REC. IN | DE | N/A | ||||||||
| FORTRESS IW COINVESTMENT (FUND B) LP | |||||||||||||||
| 1345 AVE OF THE AMERICAS 23RD FL | NEW YORK | NY | 10105 | 980509639 | TRAVEL INV | N/A | |||||||||
| JER REAL ESTATE PARTNERS EUROPE II LP | |||||||||||||||
| REAL ESTATE I | N/A | ||||||||||||||
| STANFORD PET-CT LLC | |||||||||||||||
| 300 PASTEUR DRIVE M/C 5555 | STANFORD | CA | 94305 | 611423414 | MED. DIAGNOSI | CA | NA | RELATED | 4262483 | 7957464 | false | false | 0.50000 | ||
| CYPRESS MARINA HEIGHTS LP | |||||||||||||||
| 2716 COEAN PARK BLVD SUITE 3025 | SANTA MONICA | CA | 90405 | 954887979 | REAL ESTATE I | CA | N/A | ||||||||
| CEE EQUITY HOLDINGS LP | |||||||||||||||
| INVESTMENTS | N/A | ||||||||||||||
| LSF V DHB HOLDINGS LP | |||||||||||||||
| 2711 North Haskell Avenue Suite 17 | DALLAS | TX | 75204 | 272858604 | INVESTMENTS I | DE | N/A | ||||||||
| SIC SNOWCREEK VIII LLC | |||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 275431605 | REAL ESTATE D | CA | N/A | ||||||||
| SHI LLC | |||||||||||||||
| 1400 PAGE MILL ROAD MC5713 | PALO ALTO | CA | 94304 | 263934706 | HOLDING COMPANY | DE | SHC | RELATED | -1535443 | 41459132 | false | false | 0.82000 | ||
| STANFORD EMANUEL RAD ONCOLOGY CTR LLC | |||||||||||||||
| 825 DELBON AVE | TURLOCK | CA | 95382 | 208885091 | RADIOLOGY | CA | SHC | RELATED | 679895 | 2844726 | false | false | 0.60000 | $0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (17 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | EINEIN | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState | Province Or StateAddressForeign/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARINER VOYAGER INTERNATIONAL LTD | |||||||||||||
| C/O STUARTS CORP SVCS PO BOX 2510 | GEORGE TOWN | CJ | INVESTMENTS | CJ | N/A | C CORP | |||||||
| STANFORD SGGS EUROPE INC | |||||||||||||
| UGLAND HOUSE S CHURCH ST | PO BOX 309GT, GEORGE TOWN | CJ | INVESTMENTS | CJ | N/A | C CORP | 131684331 | ||||||
| BLACK RIVER EMEA INVESTORS FUND LTD | |||||||||||||
| UGLAND HOUSE S CHURCH ST | GEORGE TOWN | CJ | INVESTMENTS | CJ | N/A | C CORP | 980428006 | ||||||
| EAST SAIL | |||||||||||||
| C/O INTL FS INC IFS COURT | TWENTYEIGHT, CYBERCITY, EBENE | MP | INVESTMENTS | MP | N/A | C CORP | |||||||
| GAVEA INVESTMENT FUND II-C LP | |||||||||||||
| PO BOX 896GT HARBOUR CENTRE | GEORGE TOWN | CJ | INVESTMENTS | CJ | N/A | C CORP | 980537952 | ||||||
| JER ALBERTA LP | |||||||||||||
| INVESTMENTS | CA | N/A | C CORP | 980423557 | C/O JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | |||||
| JER ALBERTA III LP | |||||||||||||
| INVESTMENTS | CA | N/A | C CORP | 980493425 | C/O JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | |||||
| MARBLETON PROPERTY FUND (ALBERTA) LP | |||||||||||||
| Real Estate I | CA | N/A | C CORP | 980531893 | C/O JE ROBERT COMPANIES 1650 TYS | MCLEAN | VA | 22102 | |||||
| CLAT (16) | |||||||||||||
| CHARITABLE TR | N/A | TRUST | CA | ||||||||||
| CRT (501) | |||||||||||||
| CHARITABLE TR | N/A | TRUST | CA | ||||||||||
| OTHER (11) | |||||||||||||
| CHARITABLE TR | N/A | TRUST | CA | ||||||||||
| PIF (89) | |||||||||||||
| CHARITABLE TR | N/A | TRUST | CA | ||||||||||
| MIDPOINT TECHNOLOGY PARK | |||||||||||||
| REAL ESTATE | N/A | C CORP | 943287254 | 3145 PORTER DR | PALO ALTO | CA | 94304 | CA | |||||
| NORTHWEST CAMPUS MIDPOINT | |||||||||||||
| REAL ESTATE | N/A | C CORP | 201627958 | 3145 PORTER DR | PALO ALTO | CA | 94304 | CA | |||||
| STANFORD PROGRAMME (CAPE TOWN) | |||||||||||||
| WAVERLY BUSINESS PARK BUILDING 11 | CAPE TOWN | SF | EDUCATION | SF | N/A | C CORP | |||||||
| THE HONG KONGSU CHARITABLE TRUST | |||||||||||||
| 1401 CAROLINE CENTER | 28 PING ROAD | HK | EDUCATION | HK | N/A | TRUST | CAUSEWAY | ||||||
| THE STANFORD TRUST (UK) | |||||||||||||
| 65 HIGH STREET | OXFORD, OX1 46L | UK | EDUCATION | UK | N/A | TRUST | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SHI LLC | ||
| Q | 9970977 | BOOK |
| SEROC | ||
| P | 550683 | BOOK |
| LPCH | ||
| K | 69779512 | FMV |
| LPCH | ||
| L | 1522127 | FMV |
| LPCH | ||
| M | 4787228 | FMV |
| LPCH | ||
| N | 19689401 | FMV |
| LPCH | ||
| O | 192799 | BOOK |
| LPCH | ||
| P | 342709732 | BOOK |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| B | 33746797 | CASH |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| F | 2884000 | CASH |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| I | 3259000 | CASH |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| O & P | 5371000 | COST |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE R, PART IV, LINE 2 | Identifier |
| Return Reference | CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. | ReturnReference |
| Explanation | SCHEDULE R, PART IV, LINE 3 CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 4 OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 5 POOLED INVESTMENT FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. | Explanation |