ST JOSEPH HEALTH SYSTEM: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH HEALTH SYSTEM (EIN 95-3589356)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201331339349305258
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T20:41:43-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953589356 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DARRIN MONTALVO | InCareOfName |
| Name Control | STJO | NameControl |
| Phone | 9493814000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3345 MICHELSON DR | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH A PROCTOR | Name |
| Title | PRESIDENT & CEO | Title |
| Date Signed | 2013-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARA ADAMS | Name |
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | DEBORAH PROCTOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3345 MICHELSON DR STE 100 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 283930694 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STJHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE ARE COMMITTED TO EXTENDING THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 782 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 269451 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6290 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 217438641 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 257100122 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10888512 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6193130 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8932223 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20631152 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 237528827 | TotalRevenuePriorYear |
| Total Revenue Current Year | 283930694 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3941199 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2548569 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 123210079 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 137084922 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1331023 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 105182936 | OtherExpensePriorYear |
| Other Expenses Current Year | 159575074 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 232334214 | TotalExpensesPriorYear |
| Total Expenses Current Year | 299208565 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5194613 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -15277871 | RevenuesLessExpensesCY |
| Total Assets BOY | 1666716085 | TotalAssetsBOY |
| Total Assets EOY | 1977148481 | TotalAssetsEOY |
| Total Liabilities BOY | 1593375846 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1943108122 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 73340239 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 34040359 | 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 | 202123361 | Expense |
| Grants | 2548569 | Grants |
| Revenue | 278180812 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 202123361 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | 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 | false | Hospital |
| 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 | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | 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 | 351 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 782 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| 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 | DARRIN MONTALVO | NamePerson |
| Telephone Number | 9493814000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3345 MICHELSON DR STE 100 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (40 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 |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD S BLAIR | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 35000 | 0 | 0 | ||||
| SISTER CLAUDETTE DESFORGES | |||||||||
| BOARD TRUSTEE (PART-YEAR) | 2.0 | X | 0 | 0 | 0 | ||||
| NED DOLEJSI | |||||||||
| BOARD TRUSTEE | 2.0 | X | 25000 | 0 | 0 | ||||
| SISTER JO ANN EANNARENO | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER MARIE JEANNE GAILLAC | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER DIANE HEJNA | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| FATHER TOM KOPFENSTEINER | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 30000 | 0 | 0 | ||||
| MARY LYONS PHD | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 30000 | 0 | 0 | ||||
| KEITH MARTON MD | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 25000 | 0 | 0 | ||||
| WALTER NOCE | |||||||||
| BOARD TRUSTEE/CHAIRMAN | 5.0 | X | 50000 | 0 | 0 | ||||
| SISTER LORAINE POLACCI | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER KATHLEEN PRUITT | |||||||||
| BOARD TRUSTEE | 2.0 | X | 25000 | 0 | 0 | ||||
| HENRY WALKER | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 30000 | 0 | 0 | ||||
| DAN WILFORD | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 30000 | 0 | 0 | ||||
| DEBORAH A PROCTOR | |||||||||
| BOARD TRUSTEE/SYSTEM CEO | 50.0 | X | 1969124 | 0 | 306633 | X | |||
| SHANNON DWYER | |||||||||
| SVP, GENERAL COUNSEL/SECRETARY | 50.0 | 638778 | 0 | 49303 | X | ||||
| DARRIN MONTALVO | |||||||||
| REGIONAL EVP, SOUTHERN CA/CFO | 50.0 | 1033120 | 0 | 51707 | X | ||||
| JEFF THIES | |||||||||
| INTERIM VP MISSION INTEGRATION | 50.0 | 307547 | 0 | 30862 | X | ||||
| PETER BASTONE | |||||||||
| CEO, MHRMC (THRU 5/5/11) | 0.0 | 1545067 | 0 | 38386 | X | ||||
| CLARENCE BURKE | |||||||||
| SVP, INTEGRATED MEDICAL GROUP | 0.0 | 707679 | 0 | 36971 | X | ||||
| KEVIN KLOCKENGA | |||||||||
| REGIONAL EVP, NORTHERN CA | 0.0 | 706869 | 0 | 12915 | X | ||||
| KENNETH MCFARLAND | |||||||||
| CEO, MHRMC | 0.0 | 0 | 621561 | 46507 | X | ||||
| STEVEN MOREAU | |||||||||
| CEO, SJO | 0.0 | 911442 | 0 | 18500 | X | ||||
| WILLIAM MURIN | |||||||||
| EVP, SYSTEM SERVICES | 50.0 | 929193 | 0 | 20134 | X | ||||
| RICHARD PARKS | |||||||||
| REGIONAL EVP, TEXAS | 0.0 | 1036771 | 0 | 24473 | X | ||||
| LEE PENROSE | |||||||||
| CEO, SJMC | 0.0 | 885075 | 0 | 43251 | X | ||||
| JOSEPH RANDOLPH | |||||||||
| PRES. & CEO, INNOVATION INST. | 50.0 | 1259196 | 0 | 42524 | X | ||||
| ANNETTE WALKER | |||||||||
| EVP, STRATEGIC IMPLEMENTATION | 50.0 | 680658 | 0 | 47692 | X | ||||
| LARRY AINSWORTH | |||||||||
| SPECIAL ADVISOR (THRU 1/30/11) | 0.0 | 675207 | 0 | 2344 | X | ||||
| JAMES MCMANUS | |||||||||
| VP FINANCE, SUPPLY CHAIN | 50.0 | 654364 | 0 | 46777 | X | ||||
| ELLIOT STERNBERG | |||||||||
| EVP, CHIEF MEDICAL OFFICER | 50.0 | 981391 | 0 | 49352 | X | ||||
| CLYDE WESP | |||||||||
| SVP, CMO/CMIO | 50.0 | 845959 | 0 | 39500 | X | ||||
| SUSAN WHITTAKER | |||||||||
| SVP, CAO/GENERAL COUNSEL | 50.0 | 837199 | 0 | 41467 | X | ||||
| RYAN FAULKNER | |||||||||
| SVP, HR (FMR KEY EMP) | 50.0 | 539634 | 0 | 30438 | X | ||||
| JOSEPH MARK | |||||||||
| CEO, HUMBOLDT (FMR KEY EMP) | 0.0 | 543810 | 0 | 38413 | X | ||||
| DENNIS SISTO | |||||||||
| SPECIAL ADVISOR (FMR KEY EMP) | 0.0 | 515757 | 0 | 25900 | X | ||||
| LAWRENCE STOFKO | |||||||||
| SVP, CIO (FMR KEY EMP) | 50.0 | 607980 | 0 | 51419 | X | ||||
| MELINDA CLARK | |||||||||
| CEO, CHS (FMR KEY EMP '10) | 0.0 | 282512 | 0 | 0 | X | ||||
| ADRIANA LYNCH | |||||||||
| SVP CORP COMM(FMR KEY EMP '10) | 0.0 | 133103 | 0 | 0 | X | ||||
| ROBERT FRASCHETTI | |||||||||
| CEO, SJMC (FMR KEY EMP '09) | 0.0 | 129164 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 19636599 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 621561 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1095468 | TotalOtherCompensation |
| Number Individuals GT100 K | 228 | 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 |
|---|---|---|---|---|---|
| DELOITTE CONSULTING LLP | |||||
| 4022 SELLS DRIVE | HERMITAGE | TN | 37076 | CONSULTING | 14522733 |
| DELL MARKETING LP | |||||
| 2300 WEST PLANO PARKWAY | PLANO | TX | 75075 | IT SERVICES | 11291095 |
| FULLMER CONSTRUCTION | |||||
| 1725 SOUTH GROVE AVENUE | ONTARIO | CA | 91761 | CONSTRUCTION SVCS | 6267857 |
| CONCO CONSTRUCTION | |||||
| PO BOX 1582 | APPLE VALLEY | CA | 92307 | CONSTRUCTION SVCS | 4066216 |
| NAVIN HAFFTY ASSOCIATES LLC | |||||
| 1900 WEST PARK DRIVE STE 180 | WESTBOROUGH | MA | 01581 | TEMPORARY LABOR | 3359231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 73 | NumberOfContractorsGT100K |
| All Other Contributions | 6290 | AllOtherContributions |
| Total Contributions | 6290 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode |
|---|---|---|---|
| REVENUE FROM TAX-EXEMPT AFFILIATES | 0 | 0 | |
| SUPPORT AND SERVICE REVENUE | 239713899 | 239713899 | 561110 |
| CONSTRUCTION / EQUIPMENT SERVICING REV | 12562309 | 12562309 | 230000 |
| COLLECTION SERVICE REVENUE | 4123918 | 4123918 | 561110 |
| MANAGEMENT FEES FROM TAX-EXEMPT ORGS. | 699996 | 699996 | 561110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 257100122 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6193130 | TotalRevenueColumn |
| Exclusion | $6,193,130 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GAIN - DEFEASE BOND | 900099 | 9650840 | 9650840 |
| REBATES AND REFUNDS | 561110 | 5979389 | 5979389 |
| ASSET RETIREMENT-LIABILITY ADJ | 900099 | 2401403 | 2401403 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2599520 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3049058 | RelatedOrExemptFunctionIncome |
| Exclusion | -$449,538 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20631152 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 283930694 | TotalRevenueColumn |
| Related Or Exempt Function Income | 278180812 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,743,592 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2548569 | Total |
| Program Services | 2548569 | 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 | 15910554 | Total |
| Program Services | 7883886 | ProgramServices |
| Management And General | 8026668 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 821223 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 821223 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74348832 | Total |
| Program Services | 50760065 | ProgramServices |
| Management And General | 22836620 | ManagementAndGeneral |
| Fundraising | 752147 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3366076 | Total |
| Program Services | 2474302 | ProgramServices |
| Management And General | 838719 | ManagementAndGeneral |
| Fundraising | 53055 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38270931 | Total |
| Program Services | 24962651 | ProgramServices |
| Management And General | 13015802 | ManagementAndGeneral |
| Fundraising | 292478 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4367306 | Total |
| Program Services | 3083513 | ProgramServices |
| Management And General | 1241623 | ManagementAndGeneral |
| Fundraising | 42170 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696074 | Total |
| Program Services | 171991 | ProgramServices |
| Management And General | 524023 | ManagementAndGeneral |
| Fundraising | 60 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3352291 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 3352291 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 51446621 | Total |
| Program Services | 17758200 | ProgramServices |
| Management And General | 33655970 | ManagementAndGeneral |
| Fundraising | 32451 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8536977 | Total |
| Program Services | 7710854 | ProgramServices |
| Management And General | 800069 | ManagementAndGeneral |
| Fundraising | 26054 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56814044 | Total |
| Program Services | 53752970 | ProgramServices |
| Management And General | 3061074 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3755629 | Total |
| Program Services | 2491132 | ProgramServices |
| Management And General | 1232271 | ManagementAndGeneral |
| Fundraising | 32226 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3180439 | Total |
| Program Services | 1998287 | ProgramServices |
| Management And General | 1160391 | ManagementAndGeneral |
| Fundraising | 21761 | 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 | 1661007 | Total |
| Program Services | 293382 | ProgramServices |
| Management And General | 1367456 | ManagementAndGeneral |
| Fundraising | 169 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5455262 | Total |
| Program Services | 3873236 | ProgramServices |
| Management And General | 1582026 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6828816 | Total |
| Program Services | 6828816 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6107100 | Total |
| Program Services | 4336041 | ProgramServices |
| Management And General | 1771059 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7723075 | Total |
| Program Services | 7637852 | ProgramServices |
| Management And General | 85204 | ManagementAndGeneral |
| Fundraising | 19 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ASSOCIATION DUES | 2641570 | 2641570 | 0 | 0 |
| OTHER DUES | 1349011 | 888886 | 381692 | 78433 |
| USE / SALES TAX | 27158 | 27158 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299208565 | Total |
| Program Services | 202123361 | ProgramServices |
| Management And General | 95754181 | ManagementAndGeneral |
| Fundraising | 1331023 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87569892 | BOY |
| EOY | 111841578 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116667 | BOY |
| EOY | 83334 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2732688 | BOY |
| EOY | 5837982 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 137076591 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26169691 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97841114 | BOY |
| EOY | 110906900 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179773737 | BOY |
| EOY | 211843128 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23597949 | BOY |
| EOY | 60601729 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35421000 | BOY |
| EOY | 35421000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1239663038 | BOY |
| EOY | 1440612830 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1666716085 | BOY |
| EOY | 1977148481 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196071834 | BOY |
| EOY | 216590663 | 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 | 1226832875 | BOY |
| EOY | 1499162335 | 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 | 68700000 | BOY |
| EOY | 97000000 | 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 | 101771137 | BOY |
| EOY | 130355124 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1593375846 | BOY |
| EOY | 1943108122 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72774408 | BOY |
| EOY | 33790115 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 565831 | BOY |
| EOY | 250244 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73340239 | BOY |
| EOY | 34040359 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1666716085 | BOY |
| EOY | 1977148481 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -15277871 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -24022009 | 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH MINISTRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271666576 | EIN |
| Type Of Organization | 01 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $2,559 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $9,338 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 11897 | 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 | DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11230000 | OtherCostOrOtherBasis |
| Book Value | 11230000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22684270 | OtherCostOrOtherBasis |
| Depreciation | 11179093 | Depreciation |
| Book Value | 11505177 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6255281 | OtherCostOrOtherBasis |
| Depreciation | 3669037 | Depreciation |
| Book Value | 2586244 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23369112 | OtherCostOrOtherBasis |
| Depreciation | 11321561 | Depreciation |
| Book Value | 12047551 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73537928 | OtherCostOrOtherBasis |
| Book Value | 73537928 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 110906900 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTERCOMPANY BOND AFFILIATES | 1353359972 |
| INTERCOMPANY RECEIVABLES | 83819615 |
| OTHER ASSETS | 3433243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1440612830 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SWAP VALUATION | $72,629,435 |
| RETIREE PLANS | $45,808,805 |
| ASBESTOS ASSET RETIREMENT LIABILITY | $11,916,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 130355124 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2012 OR 2011. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | LEPUY PILGRIMAGE | 323000 |
| Central America and the Caribbean | Program Services | SEE PART IV | 46000 |
| Central America and the Caribbean | Investments | 114823192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Subtotal Amount Spent | 115192192 | SubtotalAmountSpent |
| Total Amount Spent | 115192192 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ACCOUNTING METHOD | SCHEDULE F, PART I, LINE 3, COLUMN (F) | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN COLUMN (F). |
| SCHEDULE F, PART I, LINE 3, #2, COLUMN (E) | EL SALVADOR/GUATEMALA PILGRIMAGE |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ST JOSEPH HOSPITAL OF EUREKA | |||||||
| 2700 DOLBEER ST | EUREKA | CA | 95501 | 951156596 | 501(C)(3) | 2232758 | PROGRAM SUPPORT |
| MERCY HOUSING | |||||||
| 1999 BROADWAY STE 1000 | DENVER | CO | 80202 | 470646706 | 501(C)(3) | 75000 | PROGRAM SUPPORT |
| BARE ROOT | |||||||
| PO BOX 250 | PETALUMA VALLEY | CA | 92061 | 208917472 | 501(C)(3) | 30000 | PROGRAM SUPPORT |
| LATINO HEALTH ACCESS | |||||||
| 450 W FOURTH ST 130 | SANTA ANA | CA | 92701 | 330562943 | 501(C)(3) | 25000 | PROGRAM SUPPORT |
| TALLER SAN JOSE | |||||||
| 801 N BROADWAY | SANTA ANA | CA | 92701 | 593816355 | 501(C)(3) | 15000 | PROGRAM SUPPORT |
| SISTERS OF ST JOSEPH OF ORANGE | |||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | 501(C)(3) | 13000 | PROGRAM SUPPORT |
| COVENANT HEALTH SYSTEM FOUNDATION | |||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752897026 | 501(C)(3) | 10000 | PROGRAM SUPPORT |
| SHARE OURSELVES CORPORATION | |||||||
| 1550 SUPERIOR AVENUE | COSTA MESA | CA | 92627 | 953222316 | 501(C)(3) | 10000 | PROGRAM SUPPORT |
| LOYOLA INSTITUTE FOR SPIRITUALITY | |||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951684071 | 501(C)(3) | 5850 | PROGRAM SUPPORT |
| BETHANY | |||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | 501(C)(3) | 5500 | PROGRAM SUPPORT |
| ILLUMINATION FOUNDATION | |||||||
| 2691 RICHTER AVE STE 107 | IRVINE | CA | 92606 | 711047686 | 501(C)(3) | 5400 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 10 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | DONATIONS TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF THE ST. JOSEPH HEALTH SYSTEM. NO FOLLOW UP MONITORING IS CONDUCTED. THE DONATION TO ST. JOSEPH HOSPITAL OF EUREKA WAS GIVEN TO MATCH THEIR CAPITAL CAMPAIGN AND WAS APPROVED BY THE SJHS BOARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBORAH A PROCTOR | |||||||||||||
| 1078210 | 0 | 621357 | 0 | 269557 | 0 | 297048 | 0 | 9585 | 0 | 2275757 | 0 | 0 | 0 |
| SHANNON DWYER | |||||||||||||
| 359248 | 0 | 162140 | 0 | 117390 | 0 | 17115 | 0 | 32188 | 0 | 688081 | 0 | 0 | 0 |
| DARRIN MONTALVO | |||||||||||||
| 580400 | 0 | 267503 | 0 | 185217 | 0 | 21676 | 0 | 30031 | 0 | 1084827 | 0 | 0 | 0 |
| JEFF THIES | |||||||||||||
| 190132 | 0 | 75435 | 0 | 41980 | 0 | 9644 | 0 | 21218 | 0 | 338409 | 0 | 0 | 0 |
| PETER BASTONE | |||||||||||||
| 224269 | 0 | 197965 | 0 | 1122833 | 0 | 18519 | 0 | 19867 | 0 | 1583453 | 0 | 746135 | 0 |
| CLARENCE BURKE | |||||||||||||
| 382608 | 0 | 188720 | 0 | 136351 | 0 | 16911 | 0 | 20060 | 0 | 744650 | 0 | 0 | 0 |
| KEVIN KLOCKENGA | |||||||||||||
| 419202 | 0 | 154935 | 0 | 132732 | 0 | 9757 | 0 | 3158 | 0 | 719784 | 0 | 0 | 0 |
| KENNETH MCFARLAND | |||||||||||||
| 0 | 379856 | 0 | 101335 | 0 | 140370 | 0 | 16825 | 0 | 29682 | 0 | 668068 | 0 | 24452 |
| STEVEN MOREAU | |||||||||||||
| 529473 | 0 | 264055 | 0 | 117914 | 0 | 0 | 0 | 18500 | 0 | 929942 | 0 | 0 | 0 |
| WILLIAM MURIN | |||||||||||||
| 547394 | 0 | 245426 | 0 | 136373 | 0 | 7350 | 0 | 12784 | 0 | 949327 | 0 | 0 | 0 |
| RICHARD PARKS | |||||||||||||
| 617795 | 0 | 280650 | 0 | 138326 | 0 | 7350 | 0 | 17123 | 0 | 1061244 | 0 | 0 | 0 |
| LEE PENROSE | |||||||||||||
| 492379 | 0 | 227562 | 0 | 165134 | 0 | 17129 | 0 | 26122 | 0 | 928326 | 0 | 0 | 0 |
| JOSEPH RANDOLPH | |||||||||||||
| 672946 | 0 | 362486 | 0 | 223764 | 0 | 21992 | 0 | 20532 | 0 | 1301720 | 0 | 0 | 0 |
| ANNETTE WALKER | |||||||||||||
| 385462 | 0 | 185072 | 0 | 110124 | 0 | 12218 | 0 | 35474 | 0 | 728350 | 0 | 0 | 0 |
| LARRY AINSWORTH | |||||||||||||
| 26660 | 0 | 0 | 0 | 648547 | 0 | 2135 | 0 | 209 | 0 | 677551 | 0 | 282567 | 0 |
| JAMES MCMANUS | |||||||||||||
| 297530 | 0 | 118606 | 0 | 238228 | 0 | 17122 | 0 | 29655 | 0 | 701141 | 0 | 143470 | 0 |
| ELLIOT STERNBERG | |||||||||||||
| 527919 | 0 | 261968 | 0 | 191504 | 0 | 19591 | 0 | 29761 | 0 | 1030743 | 0 | 0 | 0 |
| CLYDE WESP | |||||||||||||
| 488486 | 0 | 234157 | 0 | 123316 | 0 | 9755 | 0 | 29745 | 0 | 885459 | 0 | 0 | 0 |
| SUSAN WHITTAKER | |||||||||||||
| 221329 | 0 | 216063 | 0 | 399807 | 0 | 22641 | 0 | 18826 | 0 | 878666 | 0 | 0 | 0 |
| RYAN FAULKNER | |||||||||||||
| 318464 | 0 | 146619 | 0 | 74551 | 0 | 7350 | 0 | 23088 | 0 | 570072 | 0 | 0 | 0 |
| JOSEPH MARK | |||||||||||||
| 368997 | 0 | 91557 | 0 | 83256 | 0 | 9774 | 0 | 28639 | 0 | 582223 | 0 | 0 | 0 |
| DENNIS SISTO | |||||||||||||
| 305906 | 0 | 100858 | 0 | 108993 | 0 | 22043 | 0 | 3857 | 0 | 541657 | 0 | 0 | 0 |
| LAWRENCE STOFKO | |||||||||||||
| 329812 | 0 | 166562 | 0 | 111606 | 0 | 16744 | 0 | 34675 | 0 | 659399 | 0 | 0 | 0 |
| MELINDA CLARK | |||||||||||||
| 0 | 0 | 0 | 0 | 282512 | 0 | 0 | 0 | 0 | 0 | 282512 | 0 | 0 | 0 |
| ADRIANA LYNCH | |||||||||||||
| 0 | 0 | 0 | 0 | 133103 | 0 | 0 | 0 | 0 | 0 | 133103 | 0 | 0 | 0 |
| ROBERT FRASCHETTI | |||||||||||||
| 0 | 0 | 0 | 0 | 129164 | 0 | 0 | 0 | 0 | 0 | 129164 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART 1, LINE 1A | CHARTER TRAVEL IS PROVIDED ON A LIMITED BASIS FOR CERTAIN EXECUTIVES VISITING THE HEALTH SYSTEM'S RURAL HOSPITAL FACILITIES BECAUSE COMMERCIAL TRAVEL TO THE AREA IS LIMITED AND TIME-CONSUMING. ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTERS' FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING DIRECTORS/OFFICERS RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION: NED DOLEJSI - $3,247 THE HEALTH SYSTEM GROSSES UP PAYMENTS FOR LIMITED APPROVED EXPENDITURES. EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. |
| SCHEDULE J, PART I, LINE 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FOR EITHER PART OR ALL OF THE YEAR: LARRY AINSWORTH - $146,810 PETER BASTONE - $217,668 MELINDA CLARK - $282,512 ADRIANA LYNCH - $121,003 SUSAN WHITTAKER - $209,640 | |
| SCHEDULE J, PART I, LINE 4B | EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (SERP): PETER BASTONE - $746,135 LARRY AINSWORTH - $282,567 JAMES MCMANUS - $143,470 KENNETH MCFARLAND - $24,452 ST. JOSEPH HEALTH SYSTEM EXECUTED A MARKET-COMPETITIVE SUPPLEMENTAL RETIREMENT PLAN AGREEMENT WITH DEBORAH PROCTOR, CHIEF EXECUTIVE OFFICER. OTHER DEFERRED COMPENSATION INCLUDES $284,836 FOR THE CURRENT YEAR VESTING. THE PLAN VESTS FROM HER HIRE DATE OF NOVEMBER 2004 THROUGH DECEMBER 2013. | |
| SCHEDULE J, PART I, LINE 7 | A PORTION OF EXECUTIVES SALARIES ARE PLACED "AT-RISK" AND ARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITIES DEV AUTH 2007 | |||||||
| 680164610 | 130795SA6 | 2008-03-24 | 494550000 | SEE SCHEDULE O | false | false | false |
| LUBBOCK HEALTH FACILITIES DEVELOPMENT CORP 2008A | |||||||
| 521313557 | 549208DX1 | 2008-05-15 | 51500000 | SEE SCHEDULE O | false | false | false |
| LUBBOCK HEALTH FACILITIES DEVELOPMENT CORP 2008B | |||||||
| 521313557 | 549208DY9 | 2008-06-19 | 136185000 | SEE SCHEDULE O | false | false | false |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTH 2009 | |||||||
| 521643828 | 13033LCN5 | 2009-08-27 | 426930280 | SEE SCHEDULE O | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 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 | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 18275000 | 0 | 503314075 | 0 | 1965796 | 0 | 3420712 | 7471224 | 0 | 417563109 | 0 | 0 | 2008 | true | false | true | true |
| 4750000 | 0 | 51500000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2004 | true | false | true | true |
| 30800000 | 0 | 136185000 | 0 | 0 | 0 | 602023 | 1035827 | 0 | 0 | 0 | 0 | 1998 | true | false | true | true |
| 340000 | 0 | 426930280 | 0 | 0 | 0 | 4480280 | 0 | 0 | 180000000 | 0 | 0 | 2009 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 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 | 0.01741 | 0.00229 | 0.01970 | true |
| 0 | |||||||||
| 0 | |||||||||
| false | true | true | true | true | true | 0.00684 | 0.00166 | 0.00850 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| false | false | false | false | 0 | true | true | |||
| 0 | |||||||||
| false | false | false | false | 0 | false | false | |||
| MORGAN STANLEY SVCS | |||||||||
| false | true | true | false | 0 | false | false | 25. | false | false |
| 0 | |||||||||
| false | true | false | false | 0 | false | false | |||
| 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 FOR SUPPLEMENTAL SCHEDULE K INFORMATION | Identifier |
| Return Reference | 0 | ReturnReference |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HEALTH FACILITIES FINANCING AUTH 2011 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521643828 | IssuerEIN |
| CUSIP Number | 13033LPE1 | CUSIPNumber |
| Date Issued | 2011-07-14 | DateIssued |
| Issue Price | 302110000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 302620996 | TotalProceeds |
| Amount In Reserve Fund | 112652472 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 1567553 | IssuanceCostsFromProceeds |
| Credit Enhancement | 542447 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 187889975 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | true | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | true | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | true | EngageBondCounselContracts |
| Any Research Agreements | true | AnyResearchAgreements |
| Engage Bond Counsel Research | true | EngageBondCounselResearch |
| Prcntge Prvt Business Use By Others | 0.00438 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00122 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00560 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEE SCHEDULE O FOR SUPPLEMENTAL SCHEDULE K INFORMATION | 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 |
|---|---|---|---|---|---|---|
| LAWRENCE STOFKO | ||||||
| RELOCATION | X | $50,000 | 50000 | false | true | true |
| KEVIN KLOCKENGA | ||||||
| RELOCATION | X | $100,000 | 33334 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 83334 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, THE SJHS SYSTEM OFFICE IS COMMITTED TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | REALIZING OUR MISSION ST. JOSEPH HEALTH SYSTEM, SYSTEM OFFICE HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 25 YEARS. SERVING THE COMMUNITIES OF NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA AND WEST TEXAS/EASTERN NEW MEXICO, ST. JOSEPH HEALTH SYSTEM, SYSTEM OFFICE SUPPORTS 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, SKILLED NURSING FACILITIES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, THE SJHS, SYSTEM OFFICE IS COMMITTED TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. THREE MISSION OUTCOMES STRATEGICALLY GUIDE OUR MINISTRY WORK ST. JOSEPH HEALTH SYSTEM, SYSTEM OFFICE IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: 1) SACRED ENCOUNTERS, 2) PERFECT CARE, AND 3) HEALTHIEST COMMUNITIES. 1) EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. FOR MORE INFORMATION ON HOW ST. JOSEPH HEALTH SYSTEM IS IMPLEMENTING SACRED ENCOUNTERS, GO TO: HTTP://WWW.STJHS.ORG/ABOUT-US/MISSION-VISION-AND-VALUES/SACRED-ENCOUNTER.A SPX 2) ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. FOR MORE INFORMATION ON HOW ST. JOSEPH HEALTH SYSTEM IS IMPLEMENTING PERFECT CARE, GO TO: HTTP://WWW.STJHS.ORG/ABOUT-US/MISSION-VISION-AND-VALUES/PERFECT-CARE.ASPX 3) THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. FOR MORE INFORMATION ON HOW ST. JOSEPH HEALTH SYSTEM IS IMPLEMENTING HEALTHY COMMUNITIES, GO TO: HTTP://WWW.STJHS.ORG/ABOUT-US/MISSION-VISION-AND-VALUES/HEALTHIEST-COMMUNI TIES.ASPX |
| FY12 PROGRAM SERVICE ACCOMPLISHMENTS: | ADDRESSING CHILDHOOD OBESITY THROUGH PHYSICAL EDUCATION AND NUTRITION CHILDHOOD OBESITY HAS INCREASED CONSIDERABLY IN THE PAST 30 YEARS. THE CENTERS FOR DISEASE CONTROL AND PREVENTION ASSERT THAT OBESITY RATES FOR CHILDREN AGED 6 TO 11 YEARS INCREASED FROM 6.5% IN 1980 TO 19.6% IN 2008. IN THE SAME TIMEFRAME, THE PREVALENCE AMONG ADOLESCENTS AGED 12 TO 19 YEARS INCREASED FROM 5.0% TO 18.1%. THE CAUSAL PATHWAYS OF OBESITY ARE MULTIFACETED AND ALTHOUGH SEDENTARY LIFESTYLES AND EXCESS CALORIC INTAKE ARE THE PRIMARY DRIVERS OF THE EPIDEMIC, THESE ARE MEDIATED BY GENETIC, SOCIOECONOMIC, AND ENVIRONMENTAL VARIABLES. SEVERAL INFLUENCING FACTORS INCLUDE: THE PERCEPTION OF UNSAFE STREETS; MORE TIME SPENT ON COMPUTERS AND WATCHING TELEVISION; GREATER RELIANCE ON THE AUTOMOBILE FOR TRANSPORTATION; LACK OF SAFE AND WELCOMING OPPORTUNITIES FOR WALKING AND BICYCLING; THE INFLUENCE OF ADVERTISING MEDIA TO CONSUME HIGH FAT AND HIGH SUGAR PRODUCTS. ACCOMPLISHMENTS: FOR THE PAST FOUR YEARS THE HEALTHY FOR LIFE PROGRAM HAS WORKED DILIGENTLY TO DECREASE THE PREVALENCE OF CHILDREN AND ADOLESCENTS WHO ARE OVERWEIGHT OR OBESE IN OUR CALIFORNIA SERVICE AREAS. THE LINK BETWEEN AN UNHEALTHY WEIGHT STATUS AND CHRONIC DISEASES SUCH AS TYPE II DIABETES AND PREMATURE CARDIOVASCULAR DISEASE IS WELL ESTABLISHED. RESEARCH ALSO SUGGESTS THAT INDIVIDUALS WHO ARE OVERWEIGHT OR OBESE ARE AT GREATER RISK FOR PSYCHOLOGICAL DISTRESS INCLUDING DEPRESSION, POOR SELF-ESTEEM AND LONELINESS. HEALTHY FOR LIFE WAS DEVELOPED TO ADDRESS BOTH THE PHYSICAL AND PSYCHOLOGICAL IMPACTS OF CHILDHOOD OBESITY. THE PROGRAM'S OBJECTIVES INVOLVE TEACHING STUDENTS SKILLS AND PROVIDING THEM WITH TOOLS THAT WILL ENABLE THEM TO DEVELOP HEALTHIER LIFESTYLE HABITS. THE PHYSICAL AND NUTRITION EDUCATION COMPONENTS ARE SPECIFICALLY TAILORED FOR CHILDREN IN PRESCHOOL AND ELEMENTARY SCHOOL AND FOR ADOLESCENTS IN MIDDLE AND HIGH SCHOOLS. SINCE ITS INCEPTION IN 2008 HEALTHY FOR LIFE HAS SERVED OVER 11,000 STUDENTS. THE PROGRAM IS CURRENTLY IMPLEMENTED IN OVER 100 SCHOOLS IN NORTHERN AND SOUTHERN CALIFORNIA. HEALTHY FOR LIFE IS A SCHOOL-BASED, NO COST PHYSICAL ACTIVITY AND NUTRITION PROGRAM FACILITATED BY REGISTERED DIETICIANS, FITNESS INSTRUCTORS, AND PHYSICAL EDUCATION AND GENERAL EDUCATION TEACHERS. DURING THE 2011-2012 ACADEMIC YEAR, A TOTAL OF 3,884 STUDENTS PARTICIPATED IN HEALTHY FOR LIFE. 64.2% OF STUDENTS PARTICIPATING IN HEALTHY FOR LIFE IDENTIFIED AS LATINO. OF THE TOTAL PARTICIPATING STUDENTS, 45.3% WERE BOYS AND 54.7% WERE GIRLS. 96.4% OF THE STUDENTS PARTICIPATING CAME FROM TITLE I SCHOOLS AND 7.8% (252) WERE DIAGNOSED WITH ACANTHOSIS NIGRICANS (A CONDITION CHARACTERIZED BY A BROWN TO BLACK HYPERPIGMENTATION OF THE SKIN THAT IS ASSOCIATED WITH INSULIN RESISTANCE). MAINTENANCE OR REDUCTION ON WEIGHT CLASS: OF THOSE WHO WERE OVERWEIGHT AT BASELINE (19%,N=571): 393 (68.8%) MAINTAINED THAT STATUS; 127 (22.2%) DECREASED THEIR STATUS TO NORMAL WEIGHT. OF THOSE WHO WERE OBESE AT BASELINE (26.2%,N=787): 451 (87.4%) MAINTAINED THAT STATUS; 94 (11.9%) DECREASED THEIR STATUS TO OVERWEIGHT; 5 (0.6%) DECREASED THEIR STATUS TO NORMAL WEIGHT BY YEAR-END. DURING THE 2011-2012 ACADEMIC YEAR THERE WAS AN OVERALL DECREASE FOR ALL STUDENTS OF 16.6%. BLOOD PRESSURE: AT BASELINE 9.4% (N=328) OF THE STUDENTS HAD AN ELEVATED BLOOD PRESSURE. BY YEAR-END 49.1% (161) OF THESE STUDENTS HAD A LOWER BLOOD PRESSURE. KEY HEALTHY FOR LIFE PARTNERS: SOUTHERN CALIFORNIA: ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL ORANGE, MISSION HOSPITAL-LAGUNA BEACH AND MISSION VIEJO, ST. MARY MEDICAL CENTER. NORTHERN CALIFORNIA: QUEEN OF THE VALLEY MEDICAL CENTER, ST. JOSEPH HEALTH SYSTEM-HUMBOLDT COUNTY, ST. JOSEPH HEALTH SYSTEM-SONOMA COUNTY, ST. JOSEPH HEALTH SYSTEM FOUNDATION, AND LOCAL SCHOOL DISTRICTS IN NORTHERN AND SOUTHERN CALIFORNIA SERVICE AREAS. INITIATIVE: COMMUNITY INVESTMENT FUND ST. JOSEPH HEALTH SYSTEM RECOGNIZES THAT THE HEALTH OF ANY COMMUNITY DEPENDS ON THE MAINTENANCE AND CREATION OF STRONG STRUCTURES - BOTH PHYSICAL AND SOCIAL - WHICH CONTRIBUTE TO THE LONG-TERM WELL-BEING OF PEOPLE. THAT PHILOSOPHY INSPIRED THE INITIATION OF THE COMMUNITY INVESTMENT FUND - AN EFFORT TO HELP ORGANIZATIONS THAT PROMOTE THE COMMON GOOD. THE COMMUNITY INVESTMENT FUND PROVIDES CAPITAL IN THE FORM OF LOANS, DEPOSITS, OR OTHER SUPPORT TO NONPROFIT 501(C)(3) ENTITIES TO PROMOTE A SOCIAL GOOD AND THE DEVELOPMENT OF HEALTHIER COMMUNITIES. THESE LOANS ENABLE COMMUNITY ORGANIZATIONS TO ACHIEVE THEIR FULL POTENTIAL AND PLAY A MAJOR ROLE IN THE REGENERATION OF THEIR COMMUNITIES. ST. JOSEPH HEALTH SYSTEM COMMITS THREE PERCENT OF ITS INVESTMENTS INTO THE COMMUNITY INVESTMENT FUND. WHO CAN ACCESS THE FUND? WE FOCUS ON THE COMMUNITIES WHERE WE HAVE HEALTH CARE MINISTRIES; THEREFORE, WE INVEST AT LEAST 50 PERCENT OF THE FUND IN CALIFORNIA, TEXAS AND NEW MEXICO. QUALIFIED NONPROFIT ORGANIZATIONS ENGAGED IN SERVICES THAT BENEFIT THE COMMUNITY MAY ACCESS THE FUND. THESE SERVICES MUST BE CONSISTENT WITH THE MISSION AND VALUES OF ST. JOSEPH HEALTH SYSTEM. FY 12 ACCOMPLISHMENTS: AS OF JUNE 30, 2012, THE SJHS INVESTED APPROXIMATELY $9.4M IN ITS COMMUNITY INVESTMENT FUND (THE "CIF"). AN ADDITIONAL $2.9M IS COMMITTED OR PROPOSED. THERE WERE OVER 15 OF LOW-INCOME ACTIVE INVESTMENTS IN FY12 MANAGED BY THE SJHS, SYSTEM OFFICE TREASURY DEPARTMENT. INVESTMENTS RANGED FROM NO INTEREST TO LOW INTEREST INVESTMENT LOANS, LINES OF CREDIT AND CD COLLATERAL. SOME OF THE PROGRAMS SUPPORTED THROUGH THE COMMUNITY INVESTMENT FUND INCLUDE: AFFORDABLE HOUSING, ECONOMIC DEVELOPMENT INITIATIVES, SOCIAL SERVICE PROGRAMS, SUPPORT FOR FOOD BANKS AND OTHER DIRECT SERVICES, JOB EXPANSION PROGRAMS, SCHOOL AND EDUCATIONAL PROGRAMS. FOR MORE INFORMATION ON THE COMMUNITY INVESTMENT LOAN FUND, PLEASE VISIT: HTTP://WWW.STJHS.ORG/SJH-PROGRAMS/SJH-FOUNDATION/COMMUNITY-INVESTMENT-FUND .ASPX FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG. | |
| DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, QUESTION 6 | ST. JOSEPH HEALTH MINISTRY IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, QUESTION 7A | ST. JOSEPH HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH ST. JOSEPH HEALTH MINISTRY AS ITS SPONSOR RESERVES THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM BOARD AFTER A COLLABORATIVE AND INCLUSIVE RECRUITMENT AND SELECTION PROCESS. THE SISTERS OF ST. JOSEPH OF ORANGE, AS THE FOUNDING SPONSOR OF ST. JOSEPH HEALTH SYSTEM, APPOINTS MEMBERS OF ST. JOSEPH HEALTH MINISTRY. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, QUESTION 7B | THE CORPORATE MEMBER, ST. JOSEPH HEALTH MINISTRY, RESERVES THE RIGHT TO APPROVE THE PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, QUESTION 11B | THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2013 MEETING. DURING THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, QUESTION 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDING AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, QUESTION 15A AND 15B | THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2012. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, QUESTION 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. |
| HOURS DEVOTED TO RELATED ORGANIZATION | FORM 990, PART VII | CERTAIN EXECUTIVES AND BOARD MEMBERS OF THIS ORGANIZATION ALSO DEVOTED TIME TO OTHER ENTITIES RELATED TO THE FILING ORGANIZATION. THE HOURS DEVOTED TO THE RELATED ORGANIZATIONS ARE NOT GENERALLY TRACKED BY ENTITY. CHIEF EXECUTIVE OFFICERS OF RELATED ORGANIZATIONS DEVOTE 50 HOURS PER WEEK TO THEIR RESPECTIVE ORGANIZATION. |
| FUNDRAISING EXPENSES | FORM 990, PART IX, LINE 25, COLUMN (D) | THE FUNDRAISING EXPENSES REPORTED IN COLUMN (D) INCLUDE SALARY AND RELATED EXPENSES FOR EMPLOYEES WHO RAISE FUNDS ON BEHALF OF AFFILIATED HOSPITALS. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCE | FORM 990, PART XI, LINE 5 | CHANGE IN FMV OF INTEREST SWAP AGREEMENTS (36,721,182) UNREALIZED LOSS EXCLUDED FROM REVENUE (2,548,126) RETIREE HEALTH VALUATION ADJUSTMENTS 2,740,334 EQUITY TRANSFER TO ST. MARY MEDICAL CENTER (7,363,235) FUNDS BOOKED TO LIABILITY (6,292) GRANT FUNDS RETURNED TO GRANTOR (123,508) CAPITAL CONTRIBUTION - INNOVATION 20,000,000 ------------- $(24,022,009) ============= |
| SCHEDULE K SUPPLEMENTAL INFORMATION | SCHEDULE K, PART I, COLUMN (F) | DESCRIPTION OF PURPOSE - CSCDA 2007 (1) PART I, LINE A, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY CERTIFICATES OF PARTICIPATION ORIGINALLY EXECUTED AND DELIVERED ON OCTOBER 22, 1997. IN ADDITION, THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COST OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $255,000,000. PROJECT FUNDS TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, QUEEN OF THE VALLEY MEDICAL CENTER, ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL (ORANGE), ST. MARY REGIONAL MEDICAL CENTER AND SANTA ROSA MEMORIAL HOSPITAL. ORIGINAL ISSUANCE ON APRIL 18, 2007 WITH CUSIP 130795CX3, CONVERTED ON MARCH 24, 2008. DESCRIPTION OF PURPOSE - LHFDC 2008A (1) PART I, LINE B, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JUNE 30, 2000. DESCRIPTION OF PURPOSE - LHFDC 2008B (1) PART I, LINE C, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON DECEMBER 1, 1998. DESCRIPTION OF PURPOSE - CHFFA 2009 (1) PART I, LINE D, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF THE 2009A BONDS ARE TO BE USED TO FUND CERTAIN COST OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $180,000,000. PROJECT FUNDS TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, ST. JOSEPH HOSPITAL OF EUREKA, AND ST. JUDE MEDICAL CENTER. ORIGINAL ISSUE DATE ON AUGUST 27, 2009 WITH ORIGINAL CUSIP 13033LCA3. IN ADDITION, THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JANUARY 29, 2004 WITH ORIGINAL CUSIP 130911VQ0 & REFUNDED ON MAY 15, 2008 WITH CUSIP 130795TU1 & REFUNDED AGAIN ON AUGUST 27,2009 WITH CUSIP 133033LCN5. DESCRIPTION OF PURPOSE - CHFFA 2011 (2) PART I, LINE A, COLUMN (F): THE PROCEEDS DERIVED FROM THE SALE OF THE 2011A-D BONDS ARE TO BE USED TO FUND CERTAIN COST OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $302,110,000. PROJECT FUNDS TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: QUEEN OF THE VALLEY MEDICAL CENTER, ST. JOSEPH HOSPITAL OF EUREKA, ST. JOSEPH HOSPITAL, ORANGE AND ST. JUDE MEDICAL CENTER. ORIGINAL ISSUE DATE ON JULY 14, 2011. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| REVENUE CYCLE SERVICES LLC | |||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 272109314 | HEALTHCARE | CA | 4123918 | 1827643 | SJHS |
| THE INNOVATION INSTITUTE LLC | |||||||||
| 1 CENTERPOINTE DRIVE STE 200 | LA PALMA | CA | 90623 | 900745066 | HEALTHCARE | CA | 12578947 | 21719019 | SJHS |
| EN VIE LLC | |||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 800772390 | HEALTHCARE | CA | 0 | 0 | SJHS |
Form990 Schedule R Part II Form990ScheduleRPartII (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| COVENANT HEALTH PARTNERS | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11, I | CHS | true |
| COVENANT HEALTH SYSTEM | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS | true |
| COVENANT HEALTH SYSTEM FOUNDATION | ||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | true |
| COVENANT MEDICAL GROUP | ||||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| HOME CARE PARTNERS | ||||||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 680318656 | INACTIVE | CA | 501(C)(3) | 3 | SRMH | true |
| HOSPICE OF LUBBOCK | ||||||||||
| 1102 SLIDE ROAD | LUBBOCK | TX | 79414 | 752133781 | HEALTHCARE | TX | 501(C)(3) | 9 | CHS | true |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752220963 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | true |
| METHODIST CHILDREN'S HOSPITAL | ||||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| METHODIST HOSPITAL LEVELLAND | ||||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| METHODIST HOSPITAL PLAINVIEW | ||||||||||
| 2601 DIMMITT ROAD | PLAINVIEW | TX | 79072 | 752426010 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| MISSION HOSPITAL REG MED CTR FDN | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 330406118 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC | true |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| REDWOOD MEMORIAL FOUNDATION | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 942779313 | FOUNDATION | CA | 501(C)(3) | 7 | RMH | true |
| REDWOOD MEMORIAL HOSPITAL | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| SANTA ROSA MEMORIAL HOSPITAL | ||||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| SISTERS OF ST JOSEPH OF ORANGE | ||||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA | false |
| SRM ALLIANCE HOSPITAL SERVICES | ||||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | HEALTHCARE | CA | 501(C)(3) | 3 | SRMH | true |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | ||||||||||
| PO BOX 552 | SANTA ROSA | CA | 95405 | 680338070 | INACTIVE | CA | 501(C)(3) | 11, I | SRMH | true |
| ST JOSEPH HEALTH MINISTRY | ||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | SSJO | false |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 330143024 | HEALTHCARE | CA | 501(C)(3) | 7 | SJHS | true |
| ST JOSEPH HOME CARE NETWORK | ||||||||||
| 170 PROFESSIONAL CENTER DR B | ROHNERT PARK | CA | 94928 | 680331084 | HEALTHCARE | CA | 501(C)(3) | 9 | SJHS | true |
| ST JOSEPH HOSPITAL OF EUREKA | ||||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST JOSEPH HOSPITAL OF ORANGE | ||||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST JUDE HOSPITAL YORBA LINDA | ||||||||||
| 279 E IMPERIAL HWY 750 | FULLERTON | CA | 92835 | 330185031 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST JUDE HOSPITAL INC | ||||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | 951643325 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST JUDE MEMORIAL FOUNDATION | ||||||||||
| 1440 N HARBOR BLVD 200 | FULLERTON | CA | 92835 | 953607229 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJMC | true |
| ST MARY MEDICAL CENTER | ||||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| ST MARY OF THE PLAINS HOSPITAL FDN | ||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 751653181 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | true |
| TALLER SAN JOSE | ||||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92701 | 593816355 | WORKFORCE DEV | CA | 501(C)(3) | 2 | SSJO | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HLTH SYS HOME HLTH AGENCY | ||||||||||||||
| 1845 W ORANGEWOOD AVENUE STE 200 | ORANGE | CA | 928682012 | 330282945 | HOME HEALTH | CA | PSE | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| ST JOSEPH HLTH SYS HOME CARE SVCS | ||||||||||||||
| 1845 W ORANGEWOOD AVE STE 100 | ORANGE | CA | 928682012 | 330307672 | HOME HEALTH | CA | PSE | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| METHODIST DIAGNOSTIC IMAGING | ||||||||||||||
| 4005 24TH STREET | LUBBOCK | TX | 79410 | 752343261 | HEALTHCARE SVCS | TX | LMHSI | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| SHA LLC | ||||||||||||||
| 12940 NORTH HIGHWAY 183 | AUSTIN | TX | 78750 | 752569094 | HEALTHCARE SVCS | TX | LMHSI | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| LUBBOCK SURGERY CENTER LTD | ||||||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752177401 | HEALTHCARE SVCS | TX | CHS | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| COVENANT LONG-TERM CARE LP | ||||||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 205033419 | HEALTHCARE SVCS | TX | CHS | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| HERITAGE INVESTMENT GROUP | ||||||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 271000061 | INVESTMENT | CA | PSE | EXCLUDED | 0 | 0 | false | $0 | false | 0.00000 |
| MISSION AMBULATORY SURGICENTER LTD | ||||||||||||||
| 26730 CROWN VALLEY PKWY 1 ST FL | MISSION VIEJO | CA | 92691 | 330355575 | HEALTHCARE SVCS | CA | MHRMC | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| COMPREHENSIVE IMAGING PARTNERS OF OCLLC | ||||||||||||||
| 1 CITY BOULEVARD WEST 1110 | ORANGE | CA | 92868 | 264591502 | HEALTHCARE SVCS | CA | SJO | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| ST JOSEPH PHYSICIAN VENTURES I LLC | ||||||||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 454521884 | REAL ESTATE | CA | SJO | EXCLUDED | 0 | 0 | false | $0 | false | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH PROF SVCS ENTERPRISES INC | |||||||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 330155323 | HEALTHCARE SVCS | CA | SJHS | C CORP | 11897471 | 37494645 | 1.00000 | ||||
| AMERICAN UNITY GROUP LTD | |||||||||||||||
| CAPTIVE INSURANCE | SJHS | C CORP | 9705364 | 69410500 | 1.00000 | 58 PAR-LA-VILLE ROAD | HAMILTON HM HX | BD | BD | ||||||
| ALLIANCE PHYSICIAN SERVICES | |||||||||||||||
| INACTIVE | CA | SRMH | C CORP | 0 | 0 | 0.00000 | |||||||||
| MISSION VIEJO MEDICAL VENTURES | |||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330212905 | HEALTHCARE SVCS | CA | MHRMC | C CORP | 0 | 0 | 0.00000 | ||||
| MISSION MEDICAL CENTER ASSOCIATION | |||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330201044 | HEALTHCARE SVCS | CA | MHRMC | C CORP | 0 | 0 | 0.00000 | ||||
| ST JOSEPH YORBA PARK | |||||||||||||||
| INACTIVE | CA | SJHHF | C CORP | 0 | 0 | 0.00000 | |||||||||
| LUBBOCK METHODIST HOSP SVCS | |||||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | CHS | C CORP | 0 | 0 | 0.00000 | ||||
| LUBBOCK METHODIST HOSP PRACTICE MGMT | |||||||||||||||
| 2107 OXFORD STREET SUITE 300 | LUBBOCK | TX | 79410 | 752578995 | INACTIVE | TX | CHS | C CORP | 0 | 0 | 0.00000 | ||||
| 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 | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (38 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN UNITY GROUP LTD | ||
| R | 5695852 | ACCRUAL |
| AMERICAN UNITY GROUP LTD | ||
| P | 783111 | ACCRUAL |
| COVENANT HEALTH SYSTEM | ||
| K | 34750726 | ACCRUAL |
| COVENANT HEALTH SYSTEM | ||
| R | 21603599 | ACCRUAL |
| COVENANT HEALTH SYSTEM | ||
| P | 49463636 | ACCRUAL |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||
| K | 17718551 | ACCRUAL |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||
| R | 12523869 | ACCRUAL |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||
| P | 46182814 | ACCRUAL |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||
| K | 10918171 | ACCRUAL |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||
| R | 8862342 | ACCRUAL |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||
| P | 56951005 | ACCRUAL |
| REDWOOD MEMORIAL HOSPITAL | ||
| K | 1582120 | ACCRUAL |
| REDWOOD MEMORIAL HOSPITAL | ||
| R | 166242 | ACCRUAL |
| REDWOOD MEMORIAL HOSPITAL | ||
| P | 4006829 | ACCRUAL |
| SANTA ROSA MEMORIAL HOSPITAL | ||
| K | 14770185 | ACCRUAL |
| SANTA ROSA MEMORIAL HOSPITAL | ||
| R | 8409865 | ACCRUAL |
| SANTA ROSA MEMORIAL HOSPITAL | ||
| P | 34713982 | ACCRUAL |
| SRM ALLIANCE HOSPITAL SERVICES | ||
| K | 3639866 | ACCRUAL |
| SRM ALLIANCE HOSPITAL SERVICES | ||
| R | 121928 | ACCRUAL |
| SRM ALLIANCE HOSPITAL SERVICES | ||
| P | 9972565 | ACCRUAL |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||
| K | 381500 | ACCRUAL |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||
| P | 3348578 | ACCRUAL |
| ST JOSEPH HOME CARE NETWORK | ||
| P | 4893066 | ACCRUAL |
| ST JOSEPH HOSPITAL OF EUREKA | ||
| K | 6856840 | ACCRUAL |
| ST JOSEPH HOSPITAL OF EUREKA | ||
| R | 3170007 | ACCRUAL |
| ST JOSEPH HOSPITAL OF EUREKA | ||
| P | 54984175 | ACCRUAL |
| ST JOSEPH HOSPITAL OF EUREKA | ||
| B | 2232758 | ACCRUAL |
| ST JOSEPH HOSPITAL OF ORANGE | ||
| K | 26514042 | ACCRUAL |
| ST JOSEPH HOSPITAL OF ORANGE | ||
| R | 21079406 | ACCRUAL |
| ST JOSEPH HOSPITAL OF ORANGE | ||
| P | 76880360 | ACCRUAL |
| ST JUDE HOSPITAL YORBA LINDA | ||
| P | 12111845 | ACCRUAL |
| ST JUDE HOSPITAL INC | ||
| K | 23231136 | ACCRUAL |
| ST JUDE HOSPITAL INC | ||
| R | 22099178 | ACCRUAL |
| ST JUDE HOSPITAL INC | ||
| P | 87795379 | ACCRUAL |
| ST MARY MEDICAL CENTER | ||
| K | 9252409 | ACCRUAL |
| ST MARY MEDICAL CENTER | ||
| R | 2665370 | ACCRUAL |
| ST MARY MEDICAL CENTER | ||
| P | 44756326 | ACCRUAL |
| TALLER SAN JOSE | ||
| P | 90248 | ACCRUAL |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP | Identifier |
| Return Reference | SCHEDULE R, PART III | ReturnReference |
| Explanation | ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 3345 MICHELSON DR, STE 100 IRVINE, CA 92612 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362 MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100 ORANGE, CA 92868 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE ORANGE, CA 92868 | Explanation |