STANFORD HEALTH CARE 227: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- STANFORD HEALTH CARE 227 (EIN 94-6174066)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-11
- IRS object ID
- 201201939349300960
- Schema version
- 2010v3.7
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-11T18:07:22-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946174066 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD HEALTH SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAN | NameControl |
| Phone | 6507234000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Pasteur Drive MC 5555 | AddressLine1 |
| City | Stanford | City |
| State | CA | State |
| ZIP Code | 94305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL J MORISSETTE | Name |
| Title | CFO | Title |
| Date Signed | 2012-07-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRICEWATERHOUSECOOPERS LLP | Name |
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD HOSPITAL AND CLINICS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL J MORISSETTE CFO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PASTEUR DRIVE MC 5516 | AddressLine1 |
| City | STANFORD | City |
| State | CA | State |
| ZIP Code | 94305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2510897420 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.stanfordhospital.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11418 | TotalNbrEmployees |
| Total Nbr Volunteers | 1132 | TotalNbrVolunteers |
| Total Gross UBI | 3303484 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1394577 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 39927716 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 137848570 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2027623922 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2248410144 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 74264128 | InvestmentIncomePriorYear |
| Investment Income Current Year | 124638706 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2141815766 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2510897420 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 271742 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 150000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 818222897 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 860643738 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4699020 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1137155464 | OtherExpensePriorYear |
| Other Expenses Current Year | 1234492755 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1955650103 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2095286493 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 186165663 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 415610927 | RevenuesLessExpensesCY |
| Total Assets BOY | 2302517586 | TotalAssetsBOY |
| Total Assets EOY | 2710928362 | TotalAssetsEOY |
| Total Liabilities BOY | 1417872044 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1410093186 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 884645542 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1300835176 | 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 | 1937246884 | Expense |
| Grants | 150000 | Grants |
| Revenue | 2248410144 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 1937246884 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 724 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 11418 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CONTROLLER | NamePerson |
| Telephone Number | 6507234000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 PAGE MILL ROAD M/C 5555 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (41 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 |
|---|---|---|---|---|---|---|---|---|
| MARC ANDREESSEN | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| BRYAN BOHMAN MD | ||||||||
| DIRECTOR (RESIGNED 5/1/11) | 2.0 | X | 150000 | 0 | 0 | |||
| SUSAN L BOSTROM | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| MARIANN BYERWALTER | ||||||||
| CHAIR | 2.0 | X | 0 | 0 | 0 | |||
| BRUCE COZADD | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| CHRISTOPHER DAWES | ||||||||
| DIRECTOR | 2.0 | X | 1155877 | 0 | 48137 | |||
| JOHN FREIDENRICH | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| STEPHEN T HEARST | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| JOEL HYATT | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| RON JOHNSON | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| CHARLES KOOB | ||||||||
| DIRECTOR (EFFECTIVE 1/1/11) | 2.0 | X | 0 | 0 | 0 | |||
| JOHN LEVIN | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| JOHN LILLIE | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| TED LOVE MD | ||||||||
| DIRECTOR (EFFECTIVE 1/1/11) | 2.0 | X | 0 | 0 | 0 | |||
| ALBERT MARTIN MD | ||||||||
| DIRECTOR (RESIGNED 12/31/10) | 2.0 | X | 0 | 0 | 0 | |||
| JOHN MORGRIDGE | ||||||||
| DIRECTOR | 2.0 | X | 0 | 38300 | 0 | |||
| WOODROW A MYERS MD | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| DENISE OLEARY | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| PHILIP PIZZO MD | ||||||||
| DIRECTOR | 2.0 | X | 0 | 610317 | 262738 | |||
| CHRISTOPHER REDLICH | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| KATHRYN RENSCHLER MD | ||||||||
| DIRECTOR (RESIGNED 12/31/10) | 2.0 | X | 0 | 0 | 0 | |||
| NORMAN RIZK MD | ||||||||
| DIRECTOR | 2.0 | X | 0 | 631611 | 30544 | |||
| JOHN SCULLY | ||||||||
| DIRECTOR (RESIGNED 12/31/10) | 2.0 | X | 0 | 0 | 0 | |||
| PETER STAMOS | ||||||||
| DIRECTOR (RESIGNED 12/31/10) | 2.0 | X | 0 | 0 | 0 | |||
| ANN WEINACKER MD | ||||||||
| DIRECTOR (EFFECTIVE 5/1/11) | 2.0 | X | 0 | 330951 | 35851 | |||
| SCOTT WOOD MD | ||||||||
| DIRECTOR (EFFECTIVE 1/1/11) | 2.0 | X | 0 | 0 | 0 | |||
| JON STEVE YOUNG | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| WILLIAM YOUNGER | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| AMIR DAN RUBIN | ||||||||
| DIR/CEO (EFFECTIVE 1/3/11) | 50.0 | X | 0 | 0 | 0 | X | ||
| DANIEL GINSBURG | ||||||||
| COO | 50.0 | 897357 | 0 | 44341 | X | |||
| DANIEL MORISSETTE | ||||||||
| CFO | 50.0 | 948018 | 0 | 44520 | X | |||
| MICHAEL J PETERSON | ||||||||
| VP SPEC PROJ/INTERIM CEO | 50.0 | 640876 | 0 | 40448 | X | |||
| CAROLYN BYERLY | ||||||||
| VP & CIO | 50.0 | 561381 | 0 | 29834 | X | |||
| NANCY LEE | ||||||||
| CNO & VP PATIENT CARE SRVCS | 50.0 | 536633 | 0 | 42394 | X | |||
| JERROLD MAKI | ||||||||
| VP CLINICAL SVS | 50.0 | 431683 | 0 | 30511 | X | |||
| MARK TORTORICH | ||||||||
| VP DESIGN, PLAN, CONSTRUCTION | 25.0 | 426232 | 0 | 33457 | X | |||
| MARTHA MARSH | ||||||||
| PRESIDENT&CEO-RESIGNED 8/31/10 | 50.0 | 1476201 | 0 | 32752 | X | |||
| KEVIN TABB | ||||||||
| CHIEF MEDICAL OFFICER | 50.0 | 714628 | 0 | 46451 | X | |||
| SRIDHAR SESHADRI | ||||||||
| VP CANCER CTR & PROCESS EXLCE | 50.0 | 618801 | 0 | 44694 | X | |||
| JENNIFER VARGAS | ||||||||
| VP BUS DEVELOPMENT | 50.0 | 645396 | 0 | 47468 | X | |||
| JEFFREY GUARDINO | ||||||||
| MANAGING PARTNER OF MHA | 50.0 | 574185 | 0 | 13263 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 9777268 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1611179 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 827403 | TotalOtherCompensation |
| Number Individuals GT100 K | 3461 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| STANFORD UNIVERSITY | |||||
| 651 SERRA STREET | STANFORD | CA | 94305 | PROF. SERVICES | 316961327 |
| PEROT SYSTEMS | |||||
| 7489 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | IT OUTSOURCING | 47639087 |
| RAFAEL VINOLY ARCHITECTS PC | |||||
| 50 VANDAM STREET | NEW YORK | NY | 10013 | CONSTRUCTION | 32779722 |
| ACCENTURE LLP | |||||
| 161 N CLARK STREET | CHICAGO | IL | 60601 | IT CONSULTING | 29599109 |
| BLUE CROSS OF CALIFORNIA | |||||
| 4553 LA TIENDA DRIVE | THOUSAND OAKS | CA | 91362 | MEDICAL | 25974199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 226 | NumberOfContractorsGT100K |
| All Other Contributions | 137848570 | AllOtherContributions |
| Noncash Contributions | 9368563 | NoncashContributions |
| Total Contributions | 137848570 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT REVENUE | 900099 | 2131290930 | 2131290930 |
| OUTREACH LAB CLINIC | 900099 | 10307834 | 10307834 |
| REIMBURSED/SHARED EXPENSES | 900099 | 79012975 | 79012975 |
| HOUSESTAFF | 900099 | 19017109 | 19017109 |
| CLINIC REVENUE | 900099 | 7762103 | 7762103 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1019193 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2628287 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3303484 | UnrelatedBusinessRevenue |
| Exclusion | $343,996 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2248410144 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125367376 | TotalRevenueColumn |
| Exclusion | $125,367,376 | 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 |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -728670 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -728670 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -728670 | TotalRevenueColumn |
| Exclusion | -$728,670 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2510897420 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2244762664 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3303484 | UnrelatedBusinessRevenue |
| Exclusion | $124,982,702 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150000 | Total |
| Program Services | 150000 | 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 | 7378513 | Total |
| Program Services | 3660812 | ProgramServices |
| Management And General | 3593442 | ManagementAndGeneral |
| Fundraising | 124259 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555317609 | Total |
| Program Services | 521013524 | ProgramServices |
| Management And General | 34220277 | ManagementAndGeneral |
| Fundraising | 83808 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49596523 | Total |
| Program Services | 46081348 | ProgramServices |
| Management And General | 3509071 | ManagementAndGeneral |
| Fundraising | 6104 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202332679 | Total |
| Program Services | 185361372 | ProgramServices |
| Management And General | 16958217 | ManagementAndGeneral |
| Fundraising | 13090 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46018414 | Total |
| Program Services | 43034426 | ProgramServices |
| Management And General | 2976137 | ManagementAndGeneral |
| Fundraising | 7851 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635875 | Total |
| Program Services | 625831 | ProgramServices |
| Management And General | 10044 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6080641 | Total |
| Management And General | 6080641 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1247598 | Total |
| Management And General | 1247598 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455850 | Total |
| Program Services | 455850 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44953350 | Total |
| Program Services | 38521285 | ProgramServices |
| Management And General | 5641266 | ManagementAndGeneral |
| Fundraising | 790799 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2351281 | Total |
| Program Services | 2198566 | ProgramServices |
| Management And General | 152715 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63956471 | Total |
| Program Services | 52291912 | ProgramServices |
| Management And General | 11574291 | ManagementAndGeneral |
| Fundraising | 90268 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60235510 | Total |
| Program Services | 38539169 | ProgramServices |
| Management And General | 21695465 | ManagementAndGeneral |
| Fundraising | 876 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51481150 | Total |
| Program Services | 46794929 | ProgramServices |
| Management And General | 4520933 | ManagementAndGeneral |
| Fundraising | 165288 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2647660 | Total |
| Program Services | 2079360 | ProgramServices |
| Management And General | 556279 | ManagementAndGeneral |
| Fundraising | 12021 | 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 | 741091 | Total |
| Program Services | 611550 | ProgramServices |
| Management And General | 129541 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45776099 | Total |
| Program Services | 45776099 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96655400 | Total |
| Program Services | 79397156 | ProgramServices |
| Management And General | 17258244 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8955809 | Total |
| Program Services | 7650192 | ProgramServices |
| Management And General | 1305617 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER PURCHASED SERVICES | 427082687 | 407429346 | 16507163 | 3146178 |
| SUPPLIES | 291740568 | 290006653 | 1710142 | 23773 |
| LICENSE AND TAXES | 1464061 | 702866 | 761195 | |
| DUES AND SUBSCRIPTIONS | 1226589 | 655926 | 570663 | |
| PROV FOR DOUBTFUL ACCOUNTS | 82201308 | 82201308 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44603757 | Total |
| Program Services | 42007404 | ProgramServices |
| Management And General | 2361648 | ManagementAndGeneral |
| Fundraising | 234705 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2095286493 | Total |
| Program Services | 1937246884 | ProgramServices |
| Management And General | 153340589 | ManagementAndGeneral |
| Fundraising | 4699020 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3175 | BOY |
| EOY | 1750 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325812316 | BOY |
| EOY | 395469338 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284047038 | BOY |
| EOY | 316641815 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000000 | BOY |
| EOY | 1250000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19147976 | BOY |
| EOY | 19657400 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9714862 | BOY |
| EOY | 21955029 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1666723757 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 802562382 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 859274027 | BOY |
| EOY | 864161375 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 896954557 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 745196908 | BOY |
| EOY | 54139524 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57321284 | BOY |
| EOY | 140697574 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2302517586 | BOY |
| EOY | 2710928362 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201771341 | BOY |
| EOY | 217408321 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 825483436 | BOY |
| EOY | 818471337 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390617267 | BOY |
| EOY | 374213528 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1417872044 | BOY |
| EOY | 1410093186 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 785092472 | BOY |
| EOY | 1078759515 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93061654 | BOY |
| EOY | 215584245 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6491416 | BOY |
| EOY | 6491416 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884645542 | BOY |
| EOY | 1300835176 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2302517586 | BOY |
| EOY | 2710928362 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 415610927 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 578707 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $33,687 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $189,025 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $205,697 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $27,441 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 455850 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B | ReturnReference |
| Explanation | LOBBYING ACTIVITIES INCLUDE: - SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS; AND - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY11, SHC PAID DUES OF APPROXIMATELY $333,018 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $70,092. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11926477 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1845660 | InvestmentEarningsOrLosses |
| Other Expenditures | 252403 | OtherExpenditures |
| End Of Year Balance | 13519734 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10864850 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1173551 | InvestmentEarningsOrLosses |
| Other Expenditures | 111924 | OtherExpenditures |
| End Of Year Balance | 11926477 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13498859 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2572393 | InvestmentEarningsOrLosses |
| Other Expenditures | 61616 | OtherExpenditures |
| End Of Year Balance | 10864850 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48020 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.51980 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20517753 | OtherCostOrOtherBasis |
| Book Value | 20517753 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 736832125 | OtherCostOrOtherBasis |
| Depreciation | 377838212 | Depreciation |
| Book Value | 358993913 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38431973 | OtherCostOrOtherBasis |
| Depreciation | 15158604 | Depreciation |
| Book Value | 23273369 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 678487602 | OtherCostOrOtherBasis |
| Depreciation | 406469629 | Depreciation |
| Book Value | 272017973 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 192454304 | OtherCostOrOtherBasis |
| Depreciation | 3095937 | Depreciation |
| Book Value | 189358367 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 864161375 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MANAGED POOL | 825836344 | F |
| OTHER INVESTMENTS | 71118213 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 896954557 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| PLEDGES RECEIVABLE | 121608074 |
| OTHER ASSETS | 18102097 |
| ASSETS HELD BY TRUSTEE | 987403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 140697574 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| THIRD PARTY PAYOR LIABILITIES | $22,658,607 |
| DUE TO RELATED PARTIES | $29,659,071 |
| SELF-INSURED RESERVES | $96,175,865 |
| OTHER LIABILITIES | $174,150,985 |
| PENSION LIABILITY | $51,569,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 374213528 | TotalOfAmounts |
| Total Revenue | 2510897420 | TotalRevenue |
| Total Expenses | 2095286493 | TotalExpenses |
| Excess Or Deficit For Year | 415610927 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -125704 | NetUnrealizedGLOnInvestments |
| Other | $704,411 | OtherAmount |
| Total Adjustments | 578707 | TotalAdjustments |
| Excess Or Deficit Per FS | 416189634 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2431353455 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -125704 | NetUnrealizedGainsInvestments |
| Other Revenues | 3167029 | OtherRevenues |
| Revenue Not Rptd F990 | 3041325 | RevenueNotRptdF990 |
| Revenue Subtotal | 2428312130 | RevenueSubtotal |
| Other Revenues Not Included | 82585290 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 82585290 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2510897420 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2015163824 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -79012975 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -79012975 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2094176799 | ExpensesSubtotal |
| Other Expenses Not Included | 1109694 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1109694 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2095286493 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART III, LINE 4 | Identifier |
| Return Reference | SHC MAINTAINS A COLLECTION OF DONATED ART FOR PUBLIC EXHIBITION AT | ReturnReference |
| Explanation | HOSPITAL FACILITIES. PART V, LINE 4 ENDOWMENT FUNDS STANFORD HOSPITAL AND CLINICS' (SHC) ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS FUNDS TO SUPPORT MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER, CLINICAL SERVICES, AND FUNDS FOR THE CONSTRUCTION OF SHC'S BUILDING. SHC ALSO HAS FUNDS TO SUPPORT EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, PATIENT CARE, INDIGENT CARE AND THE HEALTH LIBRARY TECHNOLOGY. SCHEDULE D, PART X FIN 48 STANFORD HOSPITAL IS A NOT-FOR-PROFIT CORPORATION AND TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. STANFORD HOSPITAL HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. PART XI, LINE 8 OTHER CHANGES IN NET ASSETS EQUITY TRANSFER ($12,869,103) ADDITIONAL MINIMUM PENSION LIABILITY $12,902,000 INTEREST RATE SWAP MTM $671,827 PET/CT INCOME BOOK/TAX DIFFERENCE ($317) ROUNDING ADJUSTMENT TO BALANCE TO FINANCIAL STATEMENTS $4 CHANGE IN NET ASSETS $704,411 PART XII, LINE 2D OTHER REVENUE ON F/S NOT ON RETURN INTEREST RATE SWAP MTM $671,827 PET/CT PER F/S $3,571,998 UNRESTRICTED FUNDS TRANSFER TO STANFORD UNIVERSITY ($6,968,315) CHANGE IN MINIMUM PENSION LIABILITY $12,902,000 RESTRICTED FUNDS EQUITY TRANSFER $355,234 FUND TRANSFER TO UNIVERSITY HEALTHCARE ALLIANCE ($13,224,337) UNRESTRICTED FUNDS TRANSFER TO LUCILE SALTER PACKARD CHILDREN'S HOSPITAL $5,858,621 ROUNDING ADJUSTMENT TO BALANCE TO FINANCIAL STATEMENTS $1 TOTAL OTHER REVENUE ON F/S NOT ON RETURN $3,167,029 PART XII, LINE 4B OTHER REVENUE ON RETURN NOT ON F/S REIMBURSEMENT OF SHARED EXPENSE $79,012,975 PET/CT PER 2011 K1 $3,621,815 INTEREST INCOME & NET LONG TERM CAPITAL LOSS FROM PET/CT K1 ($49,500) TOTAL OTHER REVENUE $82,585,290 PART XIII, LINE 4A OTHER EXPENSES ON F/S NOT ON RETURN REIMBURSEMENT OF SHARED EXPENSE ($79,012,975) PART XIII, LINE 4B OTHER EXPENSE ON RETURN NOT ON F/S PURCHASED SERVICES $1,109,694 | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 400. | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | false | AmountsBudgetedForCharityCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 21676659 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 21676659 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01080 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 174117449 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 86123506 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 87993942 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04370 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 195794108 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 86123506 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 109670601 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05450 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4174891 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 4174891 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00210 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 62353581 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 11549809 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 50803772 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02520 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4237718 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2141317 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2096401 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00100 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1226182 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1226182 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 71992372 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 13691126 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 58301246 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02890 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 267786480 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 99814632 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 167971847 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08340 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 86432 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 86432 | NetCommunityBuildingExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 5000 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 5000 | NetCommunityBuildingExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 60210 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 60210 | NetCommunityBuildingExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 151642 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 151642 | NetCommunityBuildingExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $20,673,436 | BadDebtExpenseAmount |
| Amount Attributable To | 1732568 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 458369625 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 553621302 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -95251677 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | X | CostAccountingSystem |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD HOSPITAL AND CLINICS | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PASTEUR DRIVE | AddressLine1 |
| City | STANFORD | City |
| State | CA | State |
| ZIP Code | 94305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFORD HOSPITAL AND CLINICS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 7G | Identifier |
| Explanation | THE AMOUNTS REPORTED IN PART 1, LINE 7G INCLUDE LIFE FLIGHT COSTS OF $2,096,401. PART I, LINE 7, COLUMN F THE AMOUNT OF BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN, IS $82,201,308. PART I, LINE 7 THE COST REPORTED FOR OTHER BENEFITS ARE DIRECT COST PLUS ALLOCATED OVERHEAD USING AS FILED FY10 MEDICARE COST REPORT OVERHEAD ALLOCATION PERCENTAGE. PART II COMMUNITY BUILDING ACTIVITIES THROUGH ITS TRAUMA SERVICES DEPARTMENT, SHC SUPPORTED SEVERAL TRAFFIC AND DRIVING SAFETY EDUCATIONAL PROGRAMS DESIGNED TO REDUCE TRAFFIC-RELATED INJURIES AND DEATHS AMONG YOUNG DRIVERS, BICYCLISTS AND PEDESTRIANS. CONDUCTED IN PARTNERSHIP WITH THE TRAFFIC SAFE COMMUNITY NETWORK (TSCN), PALO ALTO DRUG AND ALCOHOL COMMUNITY COLLABORATIVE, PALO ALTO UNIFIED SCHOOL DISTRICT AND A VARIETY OF OTHER COMMUNITY AND PUBLIC SAFETY AGENCIES, THESE PROGRAMS COLLECTIVELY REACHED ALMOST 19,000 STUDENTS AT 29 SCHOOLS. SHC PLAYS A KEY ROLE IN DISASTER PLANNING FOR THE COMMUNITY. THROUGH THE OFFICE OF EMERGENCY MANAGEMENT (OEM), SHC COLLABORATES WITH LOCAL MUNICIPALITIES, COUNTY GOVERNMENT AND OTHER HOSPITALS TO COORDINATE PLANNING, MITIGATION, RESPONSE AND RECOVERY ACTIVITIES FOR EVENTS THAT COULD ADVERSELY IMPACT THE COMMUNITY. THE GOAL OF THESE ACTIVITIES IS TO MINIMIZE THE IMPACT UPON LIFE, PROPERTY AND THE ENVIRONMENT FROM CATASTROPHIC EVENTS SUCH AS PANDEMIC FLU, EARTHQUAKES AND OTHER DISASTERS. SHC'S OEM WORKS WITH EMERGENCY MEDICAL SERVICES (EMS) IN BOTH SAN MATEO AND SANTA CLARA COUNTIES ON JOINT DISASTER EXERCISES, DISASTER PLANNING AND MITIGATION AND BEST PRACTICES. OEM IS ALSO AN ACTIVE MEMBER ON THE PALO ALTO EMERGENCY PREPAREDNESS WORK GROUP. SHC'S OEM PROVIDES A CRITICAL SERVICE FOR COUNTY EMS, CENTERS FOR DISEASE CONTROL AND PREVENTION AND OTHER HOSPITALS AND COUNTY AGENCIES BY MAINTAINING CACHES OF EMERGENCY MEDICAL EQUIPMENT AND SUPPLIES FOR READY ACCESS AND DEPLOYMENT IN THE CASE OF DISASTER OR EMERGENCIES. OEM PROVIDES REGULAR INVENTORY REVIEW AND 24/7 SECURITY TO ENSURE THAT THESE EMS SUPPLIES ARE SERVICE-READY AT ALL TIMES. FOR EXAMPLE, THE OEM CACHE SUPPLY, MAINTAINED IN EAST PALO ALTO, CAN PROVIDE CARE TO ABOUT 1,000 TRAUMA AND BURN PATIENTS. WORKFORCE DEVELOPMENT: SHC CONTINUED ITS SUPPORT OF THE STANFORD MEDICAL YOUTH SCIENCE PROGRAM. THE PROGRAM'S MISSION IS TO INCREASE KNOWLEDGE ABOUT THE SCIENCES AND HEALTH PROFESSIONS AND TO OFFER GUIDANCE ABOUT COLLEGE ADMISSIONS TO LOW-INCOME AND UNDERREPRESENTED MINORITY STUDENTS. THE STUDENTS LEARN ABOUT POTENTIAL CAREERS IN HEALTH AND MEDICINE THROUGH HANDS-ON ACTIVITIES, SHADOWING AND DISCUSSION GROUPS. THE INTERNSHIPS ARE IN VARIOUS HOSPITAL DEPARTMENTS, INCLUDING SURGERY, CARDIAC CARE AND INTENSIVE CARE UNITS, TRANSPLANTATIONS, NEUROLOGY AND HOSPITAL ADMINISTRATION. COALITION BUILDING: SHC SUPPORTS THE WORK OF THE SAN MATEO COUNTY FALL PREVENTION TASK FORCE BOTH FINANCIALLY AND WITH STAFF REPRESENTATION. PART III, LINE 4 SHC FY 2011 FINANCIAL STATEMENT DID NOT HAVE DESCRIPTIONS FOR BAD DEBT EXPENSE. THE COST FOR BAD DEBT EXPENSES IN LINE 2 AND 3 ARE BASED ON THE BAD DEBTS CHARGES AT ESTABLISHED RATE MULTIPLYING THE RATIO OF THE TOTAL FY 2011 COST (EXCLUDING BAD DEBT EXPENSES) TO THE TOTAL FY 2011 CHARGES. MOST OF THE COMMUNITY BENEFITS ARE RELATED TO COMMUNITY ACTIVITIES OR PROGRAMS NOT ASSOCIATED WITH PATIENT CARE. SINCE THE BAD DEBT EXPENSES ARE ONLY RELATED TO THE COLLECTION OF PATIENT CARE SERVICE, THE COST FOR OTHER COMMUNITY PROGRAM DOES NOT INCLUDE BAD DEBTS. SHC HAS ESTABLISHED CHARITY CARE POLICY APPROVED BY SHC'S GOVERNING BODY. THE CHARITY CARE IS PROVIDED WHEN THE PATIENT MEETS THE CRITERIA AND SUFFICIENT INFORMATION IS PROVIDED. IT IS DESIRABLE FOR SHC TO DETERMINE THE ELIGIBILITY FOR CHARITY CARE BEFORE OR AT THE TIME OF SERVICE. HOWEVER DUE TO THE CIRCUMSTANCES AND AVAILABILITY OF THE PATIENT INFORMATION SHC MAY BE UNABLE TO DETERMINE THE AMOUNT OF CHARITY CARE UNTIL AN EXTENDED PERIOD OF TIME OR AFTER THE ACCOUNTS ARE TRANSFERRED TO BAD DEBTS. AS A RESULT SHC HAS ESTABLISHED PROCEDURES CODES TO TRACK THE ACCOUNTS IN BAD DEBTS AND SUBSEQUENTLY DETERMINED AS CHARITY CARE ELIGIBLE. THE ESTIMATED BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE CHARITY CARE REPORTED IN LINE 2 ABOVE WAS $6,889,003. THE COST ASSOCIATED TO SUCH CHARITY AMOUNT WAS $1,732,568. PART III, LINE 8 SHC HAS BEEN UTILIZING A COST ACCOUNTING (TSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS, INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2011. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. PART III, LINE 9B IT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES. PART VI, LINE 2 NEEDS ASSESSMENT COMMUNITY ASSESSMENT PROCESS SHC IS AN ACTIVE PARTICIPANT IN THE ASSESSMENT COLLABORATIVES IN SAN MATEO AND SANTA CLARA COUNTIES; THE HEALTHY COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY AND THE SANTA CLARA COUNTY COMMUNITY BENEFITS COALITION (SCCCBC). SHC PLAYS A LEADERSHIP ROLE AS A MEMBER OF THE EXECUTIVE COMMITTEE OF THE SCCCBC. ORGANIZATIONS ACTIVE IN THESE ONGOING COLLABORATIVES ARE LISTED BELOW. SAN MATEO COUNTY: HEALTH PLAN OF SAN MATEO HOSPITAL CONSORTIUM OF SAN MATEO COUNTY KAISER FOUNDATION HEALTH PLAN KAISER PERMANENTE, REDWOOD CITY KAISER PERMANENTE, SOUTH SAN FRANCISCO LUCILE PACKARD CHILDREN'S HOSPITAL PENINSULA FAMILY YMCA PENINSULA HEALTHCARE DISTRICT PENINSULA LIBRARY SYSTEM HEALTH DEPARTMENT HEALTH SERVICES HOSPITAL COUNCIL, NORTHERN & CENTRAL CALIFORNIA HUMAN SERVICES AGENCY SAN MATEO MEDICAL CENTER SEQUOIA HEALTHCARE DISTRICT SEQUOIA HOSPITAL SETON MEDICAL CENTER STANFORD HOSPITAL & CLINICS Sutter Health, Peninsula & Coastal Region YOUTH & FAMILY ENRICHMENT SERVICES SANTA CLARA COUNTY: COMMUNITY HEALTH PARTNERSHIP COUNCIL ON AGING, SILICON VALLEY EL CAMINO HOSPITAL FIRST 5 SANTA CLARA COUNTY HEALTHY SILICON VALLEY KAISER PERMANENTE SAN JOSE & SANTA CLARA KIDS IN COMMON LUCILE PACKARD CHILDREN'S HOSPITAL HOSPITAL COUNCIL, NORTHERN & CENTRAL CALIFORNIA O'CONNOR HOSPITAL PROJECT CORNERSTONE - YMCA PUBLIC HEALTH DEPARTMENT SAINT LOUISE REGIONAL HOSPITAL SANTA CLARA FAMILY HEALTH PLAN SANTA CLARA VALLEY HEALTH & HOSPITAL SYSTEM SOCIAL SERVICE AGENCY STANFORD HOSPITAL & CLINICS THE HEALTH TRUST VETERANS ADMINISTRATION - PALO ALTO UNITED WAY SILICON VALLEY The Santa Clara County Community Benefits Coalition released the Santa Clara County Health Profile Report in July 2010. The full report is available at www.sccphd.org. The Healthy Community Collaborative of San Mateo County released the 2011 Community Assessment - Health and Quality of Life in San Mateo County in October 2011. The full report is available at www.smhealth.org/hpp. THE GOAL OF EACH GROUP IS TO PRODUCE AN ASSESSMENT FOR GUIDING PROGRAM PLANNING AS WELL AS POLICY AND ADVOCACY EFFORTS AIMED AT IMPROVING THE HEALTH STATUS OF RESIDENTS OF THOSE COUNTIES. THE ASSESSMENTS ARE ALSO DESIGNED TO STIMULATE COLLABORATIVE ACTION AS WELL AS ACTION BY INDIVIDUAL ORGANIZATIONS TO ADDRESS PRESSING COMMUNITY HEALTH NEEDS. Key Findings Among the key findings in Santa Clara County: - 1.8 million residents: 52 percent white, 30 percent Asian, 26 percent Hispanic, 2.6 percent African-American[ii] - By 2020, one in six county residents will be at least 65 years old - Top 3 causes of death were cancer, heart disease and stroke - 33 percent of adults reported having one or more chronic conditions - About two in 10 adults do not have health insurance, increasing to four in 10 among Hispanic adults Among the key findings in San Mateo County: - 718,989 residents: 53 percent white, 25 percent Hispanic, 25 percent Asian, 3 percent African-American[iv] - Number of adults over 65 years of age will increase 72 percent by 2030 - Leading cause of death is cancer - F | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Mayview Community Health | |||||||
| 270 Grant Ave | Palo Alto | CA | 94306 | 942239468 | 501(C)(3) | 70000 | HEALTH PROVIDER |
| Avenidas | |||||||
| 450 Bryant | Palo Alto | CA | 94301 | 941480548 | 501(C)(3) | 30000 | SENIOR HEALTH CARE |
| Samaritan House Free Clinic | |||||||
| 4031 Pacific Blvd | San Mateo | CA | 94403 | 237416272 | 501(C)(3) | 25000 | PATIENT SERVICES |
| 100 Black Men of San Jose Inc | |||||||
| 1101 Winchester | San Jose | CA | 95128 | 770371690 | 501(C)(3) | 7500 | CANCER EDUCATION |
| Latinas Contra Cancer | |||||||
| 255 North Market St 175 | San Jose | CA | 95110 | 562412069 | 501(C)(3) | 10000 | cancer education |
| AsianPacific Island Health Forum | |||||||
| 450 Sutter | San Francisco | CA | 94108 | 943030866 | 501(C)(3) | 7500 | cancer education |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS | Identifier |
| Explanation | SCHEDULE I, PART I, LINE 2 When a grant is approved, someone with signature authority from the organization receiving the grant signs the grant agreement, which includes a statement of when the funds were received and how much was received. They also agree to submit grant reports demonstrating progress on agreed upon goals and objectives. Soft and hard copies of grant agreement letters, grant reports, and other relevant information are kept by the Executive Director of Community Partnerships for Stanford Hospital & Clinics. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER DAWES | |||||||||||||
| 691648 | 0 | 293251 | 0 | 170978 | 0 | 26950 | 0 | 21187 | 0 | 1204014 | 0 | 0 | 0 |
| PHILIP PIZZO MD | |||||||||||||
| 0 | 591226 | 0 | 0 | 0 | 19091 | 0 | 238500 | 0 | 24238 | 0 | 873055 | 0 | 0 |
| NORMAN RIZK MD | |||||||||||||
| 0 | 277279 | 0 | 239557 | 0 | 114775 | 0 | 24500 | 0 | 6044 | 0 | 662155 | 0 | 0 |
| ANN WEINACKER MD | |||||||||||||
| 0 | 181100 | 0 | 116771 | 0 | 33080 | 0 | 21497 | 0 | 14354 | 0 | 366802 | 0 | 0 |
| DANIEL GINSBURG | |||||||||||||
| 637262 | 0 | 236722 | 0 | 23373 | 0 | 22050 | 0 | 22291 | 0 | 941698 | 0 | 0 | 0 |
| DANIEL MORISSETTE | |||||||||||||
| 587710 | 0 | 254489 | 0 | 105819 | 0 | 22050 | 0 | 22470 | 0 | 992538 | 0 | 0 | 0 |
| MICHAEL J PETERSON | |||||||||||||
| 497667 | 0 | 69560 | 0 | 73649 | 0 | 22050 | 0 | 18398 | 0 | 681324 | 0 | 0 | 0 |
| CAROLYN BYERLY | |||||||||||||
| 372712 | 0 | 126691 | 0 | 61978 | 0 | 22050 | 0 | 7784 | 0 | 591215 | 0 | 0 | 0 |
| NANCY LEE | |||||||||||||
| 319630 | 0 | 86861 | 0 | 130142 | 0 | 22050 | 0 | 20344 | 0 | 579027 | 0 | 0 | 0 |
| JERROLD MAKI | |||||||||||||
| 273856 | 0 | 70985 | 0 | 86842 | 0 | 22050 | 0 | 8461 | 0 | 462194 | 0 | 0 | 0 |
| MARK TORTORICH | |||||||||||||
| 275788 | 0 | 65878 | 0 | 84566 | 0 | 22050 | 0 | 11407 | 0 | 459689 | 0 | 0 | 0 |
| MARTHA MARSH | |||||||||||||
| 632454 | 0 | 472761 | 0 | 370986 | 0 | 22050 | 0 | 10702 | 0 | 1508953 | 0 | 0 | 0 |
| KEVIN TABB | |||||||||||||
| 449901 | 0 | 177652 | 0 | 87075 | 0 | 22050 | 0 | 24401 | 0 | 761079 | 0 | 0 | 0 |
| SRIDHAR SESHADRI | |||||||||||||
| 344350 | 0 | 130183 | 0 | 144268 | 0 | 22050 | 0 | 22644 | 0 | 663495 | 0 | 0 | 0 |
| JENNIFER VARGAS | |||||||||||||
| 416350 | 0 | 139309 | 0 | 89737 | 0 | 22050 | 0 | 25418 | 0 | 692864 | 0 | 0 | 0 |
| JEFFREY GUARDINO | |||||||||||||
| 473929 | 0 | 97256 | 0 | 3000 | 0 | 0 | 0 | 13263 | 0 | 587448 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 1A | Identifier |
| Return Reference | TRAVEL POLICY | ReturnReference |
| Explanation | STANFORD HOSPITAL AND CLINICS ("SHC") TRAVEL POLICY GENERALLY REQUIRES ALL EMPLOYEES TO USE THE MOST ECONOMICAL MODE OF TRANSPORTATION AVAILABLE CONSISTENT WITH THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL IN ORDER TO BE FULLY REIMBURSED. SHC OFFICERS AND OTHER INDIVIDUALS ENUMERATED IN SCHEDULE J ARE FULLY SUBJECT TO THE SAME POLICIES AND PROCEDURES AS ANY OTHER EMPLOYEE OF SHC. ON RARE OCCASIONS IN CALENDAR YEAR 2010, FIRST CLASS TRAVEL WAS APPROVED BY THE CFO OR CONTROLLER. CERTAIN INDIVIDUALS LISTED IN PART VII FLEW FIRST CLASS IN CALENDAR YEAR 2010. ALL FIRST CLASS TRAVEL WAS FOR BUSINESS PURPOSES AND CONSIDERED NON-TAXABLE EXPENSE REIMBURSEMENT. HOUSING ALLOWANCE THE FOLLOWING INDIVIDUALS RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). JERROLD MAKI, JENNIFER VARGAS, MARK TORTORICH, KEVIN TABB, DANIEL GINSBURG. SCHEDULE J, PART I, LINE 4B STANFORD HOSPITAL AND CLINICS ("SHC") PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. AT THE LAST DATE OF EACH QUARTER EACH PARTICIPANT'S ACCOUNT IS CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION). THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN THE ACCOUNT AS FOLLOWS: (A) THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED AND THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION; (B) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (C) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (D) THE PARTICIPANT ATTAINS THE AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; OR (E) THE PARTICIPANT COMPLETES SEVEN YEARS AS AN ELIGIBLE EMPLOYEE. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2010: MARTHA MARSH $ 74,784 MICHAEL PETERSON $ 60,853 NANCY LEE $ 116,379 CAROLYN BYERLY $ 45,646 MARK TORTORICH $ 34,401 KEVIN TABB $ 48,898 SRIDHAR SESHADRI $ 123,958 DANIEL MORISSETTE $ 73,033 JERROLD MAKI $ 33,623 JENNIFER VARGAS $ 50,266 DR. GUARDINO IS AN EMPLOYEE OF MENLO HEALTH ALLIANCE ("MHA"), A DISREGARDED ENTITY WITH RESPECT TO SHC. MHA HAS ITS OWN BENEFIT PLANS AND DID NOT PROVIDE SERP TO DR. GUARDINO. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(II) OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(III) OTHER REPORTABLE COMPENSATION IN SCHEDULE J-1, COLUMN B-III INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN C & D THESE EMPLOYEES ACCRUE FUTURE BENEFITS THAT ARE AVAILABLE TO ALL STANFORD EMPLOYEES, SUCH AS EMPLOYER'S CONTRIBUTION TO A QUALIFIED RETIRMENT PLAN. SCHEDULE J, PART I, LINE 7 OFFICERS AND OTHERS AS ENUMERATED IN SCHEDULE J, PART II PARTICIPATE IN A DEFERRED COMPENSATION PLAN. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | |||||||
| 521643828 | 13033FMM9 | 2003-07-01 | 105707934 | 2003A - SEE ATTACH. K - I(F) | false | false | false |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | |||||||
| 521643828 | 13033f3u2 | 2008-06-02 | 428500000 | 2008AB - SEE ATTACH. K - I(F) | false | false | false |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | |||||||
| 521643828 | 13033LJH1 | 2010-06-16 | 310291489 | 2010AB - SEE ATTACH. K. - I(F) | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 21405000 | 0 | 107274311 | 0 | 7050758 | 0 | 1124444 | 0 | 0 | 99099109 | 2006 | false | false | true | true | |
| 1675000 | 0 | 428500000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | true | false | true | true | 428500000 | |
| 0 | 0 | 310291489 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | true | false | true | true | 310291489 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | 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 | 0.00200 | 0.00000 | 0.00200 | true |
| false | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| SEE ATTACH K-IV4B | ||||||||
| false | false | false | true | true | false | false | ||
| SEE ATTACH K-IV3B | ||||||||
| false | true | true | false | false | true | false | false | |
| (no name) | ||||||||
| false | false | false | false | false | true | |||
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEE SCHEDULE O | Identifier |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AMIR DAN RUBIN | NamePerson |
| Purpose Of Loan | HOUSING LOAN | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $1,250,000 | OriginalPrincipalAmount |
| Balance Due | 1250000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1250000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MEDTRONIC | |||
| SEE PART V | 15840330 | PAYMENT FOR PRODUCTS | false |
| BETH DAWES | |||
| SEE PART V | 64762 | COMPENSATION FOR EMPLOYMENT | false |
| VARIAN MEDICAL SYSTEMS | |||
| SEE PART V | 2005440 | PAYMENT FOR PRODUCTS | false |
| EXPRESSSCRIPTS | |||
| SEE PART V | 9119233 | PAYMENT FOR PRODUCTS | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELATIONSHIP BETWEEN PERSONS AND ORGANIZATION | Identifier |
| Explanation | FORM 990, SCHEDULE L, PART IV COLUMN (B) MEDTRONIC: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF MEDTRONIC. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING ABOUT THE RELATIONSHIP BETWEEN SHC AND METRONIC. BETH DAWES: EMPLOYEE IS A FAMILY MEMBER OF A DIRECTOR. VARIAN MEDICAL SYSTEMS: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF VARIAN MEDICAL SYSTEMS. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING OR DISCUSSION OF THE RELATIONSHIP BETWEEN SHC AND VARIAN MEDICAL SYSTEMS. EXPRESSSCRIPTS: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF EXPRESSSCRIPTS. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING ABOUT THE RELATIONSHIP BETWEEN SHC AND EXPRESSSCRIPTS. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9363563 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MEAN VALUE ON DOT | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, COLUMN B | Identifier |
| Explanation | STANFORD HOSPITAL AND CLINICS IS REPORTING THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, QUESTION 32B STANFORD HOSPITAL AND CLINICS UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION | FORM 990, PART I, LINE 1 & PART III, LINE 1 | STANFORD HOSPITAL AND CLINICS ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, A CANCER CENTER IN PALO ALTO, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A STANFORD HOSPITAL AND CLINICS ("SHC") IS KNOWN WORLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 24,970 PATIENT DISCHARGES. SHC HAD 137,733 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 450,150 FOR THE FISCAL YEAR ENDED AUGUST 31, 2011. Summary of SHC Community Benefit Activities: Investments in Vulnerable Populations SHC's largest community benefit investment was in improving access to needed health care services for vulnerable community members. In FY11, SHC contributed more than $112.7 million, or 67 percent of its community benefit expenditures, to activities supporting vulnerable populations (excluding uncompensated Medicare). SHC's uncompensated expense (cost less reimbursement) for Medi-Cal was $87,993,942. Charity care for uninsured and underinsured patients totaled $21,676,659. In addition to the investments in charity care and uncompensated Medi-Cal, SHC's contribution to other community benefit activities for vulnerable populations were nearly $3.1 million in FY11. These activities provide essential services for those most in need in our communities. SHC supports five community clinics and a transitional medical unit in a homeless shelter as part of its Improve Access to Care initiative: Cardinal Free Clinics, which includes Arbor Free and Pacific Free Clinics, Ravenswood Family Health Center; MayView Community Health Center; Samaritan House Redwood City Free Clinic; and Medical Respite Center at EHC Life Builder's Boccardo Regional Center in San Jose. The goal of this initiative is to build community capacity to deliver quality primary and preventive health care. Benefits for the Larger Community SHC supported a wide-range of activities that benefit the broader community. In FY11, SHC contributed more than $4.5 million to support these activities. These activities including the Stanford Health Library, 27 different programs to support community members fighting cancer, various support groups, traffic and bicycle safety programs, cancer clinic trials website and phone lines, Stanford Life Flight and medical transport service, and emergency planning for the community. Health Research, Education and Training SHC is the setting for training medical students, residents and fellows from the Stanford School of Medicine and, as such, makes a significant contribution to training the next generation of healthcare providers. In FY11, SHC contributed more than $50.8 million to support health research, education and training. Of this amount, nearly $43.6 million was spent to train medical residents and interns. In addition to training physicians, SHC supports the training of other health professionals. In FY11, SHC invested more than $7.2 million for such training. Hospital departments such as Rehabilitation Services, Nursing and Clinical Labs provided clinical rotations for physical therapy, respiratory therapy, occupational therapy, speech therapy, nursing and laboratory science students from local colleges and universities. In addition, physician assistant students are trained by SHC physician assistants. SHC also provides a training ground for pharmacy residents and students, radiology and nuclear medicine students and psychology students. Benefits for Vulnerable Populations $112,746,201 Medicare (uncompensated expense) $95,251,677 Benefits for the Larger Community $4,563,266 Health Research, Education and Training $50,803,772 Total Excluding Uncompensated Expense of Medicare $168,113,239 Total Including Uncompensated Expense of Medicare $263,364,916 FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 CHRISTOPHER DAWES IS AN EMPLOYEE, CHIEF EXECUTIVE OFFICER AND A DIRECTOR OF LUCILE SALTER PACKARD CHILDREN'S HOSPITAL. THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: JOHN LILLIE DENISE O'LEARY MARIANN BYERWALTER PHILIP PIZZO THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: PHILIP PIZZO, DEAN OF THE STANFORD SCHOOL OF MEDICINE NORMAN RIZK JOHN MORGRIDGE ANN WEINACKER MD THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: MARIANN BYERWALTER RON JOHNSON WOODROW MYERS HAS A BUSINESS RELATIONSHIP WITH PETER STAMOS. JOHN MORGRIDGE IS THE CHAIRMAN EMERITUS OF CISCO AND FOR PART OF FY 11 SUSAN BOSTROM WAS A KEY EMPLOYEE OF CISCO. |
| MEMBERS | FORM 990, PART VI, LINE 6 | STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HOSPITAL AND CLINICS ("SHC"). ELECTION BY MEMBERS FORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, APPOINTS THE SHC BOARD OF DIRECTORS. REVIEW OF FORM 990 FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY TAX COMPLIANCE AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS. WHEN STANFORD HOSPITAL AND CLINICS RECEIVES CONTRIBUTIONS FROM DONORS WHO WISH TO REMAIN ANONYMOUS BUT OTHERWISE MEET THE SCHEDULE B THRESHOLD REPORTING REQUIREMENTS, THE BOARD REVIEWS THE FORM 990 WITHOUT DISCLOSURE OF THESE DONORS' NAME IN ORDER TO PROTECT THE DONORS' ANONYMITY. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING. WHISTLEBLOWER POLICY FORM 990, PART VI, LINE 13 SHC FOLLOWS A WRITTEN FALSE CLAIMS RECOVERY POLICY, WHICH COVERS MANDATORY WHISTLEBLOWER OBLIGATIONS. THIS POLICY WAS NOT APPROVED BY THE BOARD BY THE END OF FY 2011. AN AUTHORIZED COMMITTEE OF SHC'S BOARD ADOPTED THE WHISTLEBLOWER POLICY BEFORE THE END OF FY 2012. DOCUMENT RETENTION AND DESTRUCTION POLICY FORM 990, PART VI, LINE 14 SHC CURRENTLY HAS A DOCUMENT RETENTION AND DESTRUCTION POLICY FOR ITS MEDICAL RECORDS THAT HAS BEEN APPROVED BY ITS GOVERNING BODY. ALL OTHER DOCUMENT RETENTION AND DESTRUCTION POLICIES WERE APPROVED BY MANAGEMENT BY THE END OF FY 2011. AN AUTHORIZED COMMITTEE OF SHC'S BOARD ADOPTED THE DOCUMENT RETENTION AND DESTRUCTION POLICY BEFORE THE END OF FY 2012. PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'S CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED EACH SEPTEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES. AVAILABILITY OF GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS. HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII CHRISTOPHER DAWES: 50 HOURS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL PHILIP PIZZO: 50 HOURS AT STANFORD UNIVERSITY NORMAN RIZK: 50 HOURS AT STANFORD UNIVERSITY JOHN MORGRIDGE: 10 HOURS AT STANFORD UNIVERSITY ANN WEINACKER MD: 50 HOURS AT STANFORD UNIVERSITY UNDER A PURCHASED SERVICES ARRANGEMENT WITH LPCH, SHC LEASES CERTAIN EMPLOYEES TO LPCH. SHC PAYS THE LEASED EMPLOYEES DIRECTLY AND FILES THE REQUIRED FEDERAL AND STATE INFORMATIONAL RETURNS. CHRISTOPHER DAWES IS A DIRECTOR OF SHC. FOR FY11 HE WAS ALSO THE PRESIDENT AND CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD, A RELATED ORGANIZATION. MR. DAWES RECEIVES COMPENSATION FROM SHC FOR HIS SERVICES AT LPCH UNDER THE PURCHASE SERVICE ARRANGEMENT DESCRIBED ABOVE. MR DAWES RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. FORM 990, PART X, COLUMN (B) END OF YEAR BALANCES REFLECT THE FOLLOWING RECLASSIFICATIONS: - INVESTMENT IN UNIVERSITY MANAGED POOL AND OTHER INVESTMENTS FROM LINE 13 (INVESTMENTS - PROGRAM RELATED) TO LINE 12 (INVESTMENTS - OTHER SECURITIES); AND - ASSETS HELD BY TRUSTEE FROM LINE 13 (INVESTMENTS - PROGRAM RELATED) TO LINE 15 (OTHER ASSETS). RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5 ADDITIONAL MINIMUM PENSION LIABILITY $12,902,000 INTEREST RATE SWAP MTM $671,827 EQUITY TRANSFER $355,234 CHANGE IN NET UNREALALIZED GAINS ($125,704) PET/CT INCOME: BOOK/TAX DIFFERENCE ($317) TRANSFER TO UNITED HEALTHCARE ALLIANCE ($13,224,337) ROUNDING ADJUSTMENT TO BALANCE TO FINANCIAL STATEMENTS $4 OTHER CHANGES IN NET ASSETS $578,707 TAX EXEMPT BONDS FORM 990, SCHEDULE K, PART I, ATTACH.K-I(F) BOND ISSUES: A CUSIP#: 13033FMM9 SERIES: 2003 SERIES A DESCRIPTION OF PURPOSE: ACQUISITION OF LAND AND BUILDINGS, HOSPITAL FACILITY RENOVATIONS, INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE, MEDICAL AND OTHER EQUIPMENT. BOND ISSUES: B CUSIP#: 13033F3U2 SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE:CURRENT REFUNDING OF 2006 SERIES A & B; DATE OF ISSUE MARCH 9, 2006. BOND ISSUES: C CUSIP#: 13033LJH1 SERIES: 2010 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 1998 SERIES B; DATE OF ISSUE MARCH 31, 1998. BOND ISSUES: C CUSIP#: 13033LJH1 SERIES: 2010 SERIES B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2003 SERIES B, C, AND D; DATE OF ISSUE JULY 1, 2003. FORM 990, SCHEDULE K, PART II, LINE 3A Total proceeds of issue does not match issue price due to $1,566,377 of interest earnings from the project fund. TAX-EXEMPT BONDS F0RM 990, SCHEDULE K, PART IV, ATTACH. K-IV3(B)&(C) ISSUE: B SERIES: 2008 SERIES B1 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 ISSUE: B SERIES: 2008 SERIES B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 * Novated from original counterparty, J.P. Morgan Chase Bank N.A. effective January 1, 2011. TAX-EXEMPT BONDS F0RM 990, SCHEDULE K, ATTACH K-IV4(B),(C), AND (D) ISSUE: A SERIES: 2003A/RESERVE FUND NAME OF PROVIDER: LEHMAN BROTHERS SPECIAL FINANCING, INC. TERM OF GIC: 5.2 ISSUE: A SERIES: 2003A/PROJECT FUND NAME OF PROVIDER: TRINITY FUNDING COMPANY, LLC TERM OF GIC: 2.9 NOTE: IN REFERENCE TO PART IV4(D), THE GIC FOR THE PROJECT FUND SATISFIED THE REGULATORY SAFE HARBOR FOR ESTABLISHING FAIR MARKET VALUE, WHILE THE FAIR MARKET VALUE OF THE GIC FOR THE RESERVE FUND WAS DEMONSTRATED TO THE SATISFACTION OF THE IRS ON PRIOR AUDIT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENLO HEALTH ALLIANCE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 CRANE STREET | AddressLine1 |
| City | MENLO PARK | City |
| State | CA | State |
| ZIP Code | 94025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943192446 | EIN |
| Primary Activities | HEALTH CARE | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 9967971 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||||
| 3145 PORTER DR | PALO ALTO | CA | 94304 | 941156365 | ACADEMIA | CA | 501(C)(3) | 2 | NA | false |
| LUCILE SALTER PACKARD CHILDRENS HOSPITAL | ||||||||||
| 725 WELCH ROAD MC 5553 | PALO ALTO | CA | 94304 | 770003859 | HEALTHCARE | CA | 501(C)(3) | 3 | STANFORD | true |
| THE FREIDENRICH SUPPORT FOUNDATION | ||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 300519583 | EDUCATIONAL | CA | 501(C)(3) | 11, TYPE 1 | STANFORD | true |
| SHR HOLDINGS INC | ||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943187167 | REAL ESTATE | CA | 501(C)(25) | N/A | STANFORD | true |
| STANFORD UNIV TRUST POST RETEMPYNT BEN | ||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 943246199 | BENEFITS | CA | 501(C)(9) | N/A | STANFORD | true |
| UNIVERSITY HEALTHCARE ALLIANCE | ||||||||||
| 855 OAK GROVE AVE SUITE 100 | MENLO PARK | CA | 94205 | 943192446 | HEALTHCARE | CA | 501(C)(3) | 3 | NA | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (29 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 | Code VCodeVAmount | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCOLA LP | ||||||||||||||||||||
| C/O ARCOLOA GP LLC 1 EMBARCADERO C | SAN FRANCISCO | CA | 02108 | 204222260 | REAL ESTATE D | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| ATWATER 12 LP | ||||||||||||||||||||
| 2001 ROSS AVENUE SUITE 3400 | DALLAS | TX | 75201 | 752944481 | REAL ESTATE I | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| AVENUE ASIA CAPITAL PARTNERS LP | ||||||||||||||||||||
| 399 Park Avenue 6th Floor | NEW YORK | NY | 10022 | 010553224 | FOREIGN INV. | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| JER R E QUALIFIED PARTNERS EUROPE LP | ||||||||||||||||||||
| C/O JE ROBERT COS 1650 TYSON BL | STE MCLEAN | VA | 22102 | 542029560 | REAL ESTATE I | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| KEB INVESTORS II LP | ||||||||||||||||||||
| FOREIGN INV. | NA | N/A | 0 | 0 | $0 | 0.00000 | wASHINGTON MALL STE 304 7 REID ST | HAMILTON | BD | BD | HM11 | |||||||||
| LINCOLN COMMERCE PARK II LTD | ||||||||||||||||||||
| PO BOX 1920 | DALLAS | TX | 75221 | 204681486 | REAL ESTATE D | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| PALO ALTO LP | ||||||||||||||||||||
| FOREIGN INV. | NA | N/A | 0 | 0 | $0 | 0.00000 | WHITELEY CHAMBERS DON STREET | ST. HELIER | JE | JE | XCJE49WG | JE | ||||||||
| PARMENTER REALTY FUND II LP | ||||||||||||||||||||
| 1111 BRICKELL AVENUE SUITE 2910 | MIAMI | FL | 33131 | 200973616 | REAL ESTATE I | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| REGENT OFFICE CENTER LP | ||||||||||||||||||||
| c/o Bentall Kennedy US LP 1215 4 | SEATTLE | WA | 98161 | 912116424 | REAL ESTATE I | TX | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| SANDPIPER FUND LP | ||||||||||||||||||||
| 2100 MCKINNEY AVENUE SUITE 1770 | DALLAS | TX | 75201 | 260341626 | INV. IN SECUR | TX | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| SAROFIM MULTIFAMILY PARTNERS LP | ||||||||||||||||||||
| 8115 PRESTON ROAD SUITE 400 | DALLAS | TX | 75225 | 201929002 | Real Estate D | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| SIC PARTNERS LLC | ||||||||||||||||||||
| C/O STANFORD MGT CO 635 KNIGHT WA | STANFORD | CA | 94305 | 300312996 | REAL ESTATE D | CA | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| SKY HARBOR ASSOCIATES LP | ||||||||||||||||||||
| PO BOX 1920 | DALLAS | TX | 75221 | 205803431 | COMM. PROP. I | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| SNOWCREEK VI PARTNERS LLC | ||||||||||||||||||||
| C/O SMC 2770 SAND HILL RD | MENLO PARK | CA | 94025 | 861089966 | REAL ESTATE D | CA | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| STERLING STAMOS REAL ASSETS FUND (A) LP | ||||||||||||||||||||
| 250 PARK AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | 203949682 | REAL ESTATE I | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| DEK PORTFOLIO LLC | ||||||||||||||||||||
| C/O SPAULDING SLYE INV 1 PO S | BOSTON | MA | 02109 | 043446765 | REAL ESTATE I | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| BROWN BARK I LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 721604614 | NOTES REC. IN | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| BROWN BARK II LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 208727391 | NOTES REC. IN | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| BROWN BARK III LP | ||||||||||||||||||||
| PO BOX 1068 | STAFFORD | TX | 774971068 | 261780743 | NOTES REC. IN | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| FORTRESS IW COINVESTMENT (FUND B) LP | ||||||||||||||||||||
| 1345 AVE OF THE AMERICAS 23RD FL | NEW YORK | NY | 10105 | 980509639 | TRAVEL INV | NY | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| JER REAL ESTATE PARTNERS EUROPE II LP | ||||||||||||||||||||
| REAL ESTATE I | NA | N/A | 0 | 0 | $0 | 0.00000 | CLARGES HOUSE 6-12 CLARGES ST | LONDON | UK | UK | W1J8AD | UK | ||||||||
| GRE PROPERTIES LLC | ||||||||||||||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | REAL ESTATE | AZ | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| STANFORD PET-CT LLC | ||||||||||||||||||||
| 300 PASTEUR DRIVE M/C 5555 | STANFORD | CA | 94305 | 611423414 | MED. DIAGNOSI | CA | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| CYPRESS MARINA HEIGHTS LP | ||||||||||||||||||||
| 2716 COEAN PARK BLVD SUITE 3025 | SANTA MONICA | CA | 90405 | 954887979 | REAL ESTATE INV | CA | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| CEE EQUITY HOLDINGS LP | ||||||||||||||||||||
| INVESTMENTS | NA | N/A | 0 | 0 | $0 | 0.00000 | Elizabeth House 9 Castle St | St. Helier, Jersey | JE | JE | JE4 2QP | JE | ||||||||
| LSF V DHB HOLDINGS LP | ||||||||||||||||||||
| 2711 North Haskell Avenue Suite 17 | DALLAS | TX | 75204 | 272858604 | INVESTMENTS IN RE | DE | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| SIC SNOWCREEK VIII LLC | ||||||||||||||||||||
| 635 KNIGHT WAY | STANFORD | CA | 94305 | 275431605 | REAL ESTATE DEV | CA | NA | N/A | 0 | 0 | $0 | 0.00000 | ||||||||
| Stanford Emanuel Radiation Oncology Ctr | ||||||||||||||||||||
| 880 E TUOLUMNE RD | TURLOCK | CA | 95381 | 208885091 | RADIATION | CA | NA | RELATED | 182384 | 1664944 | $0 | 0.60000 | false | false | ||||||
| SHI LLC | ||||||||||||||||||||
| 1209 ORANGE STREET | WILMINGTON | DE | 19801 | HOLDING CO. | CA | NA | EXCLUDED | -394301 | 41605377 | $0 | 0.82000 | false | false | |||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (19 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | EINEIN | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARINER VOYAGER INTERNATIONAL LTD | |||||||||||||||||
| C/O STUARTS CORP SVCS PO BOX 2510 | GEORGE TOWN | N/A | CJ | N/A | INVESTMENTS | CJ | NA | C CORP | 0 | 0 | 0.00000 | ||||||
| NWQ CONCENTRATED FUND LTD | |||||||||||||||||
| WALKER HOUSE 87 MARY STREET | GEORGE TOWN | N/A | CJ | KY1-9002 | INVESTMENTS | CJ | NA | C CORP | 0 | 0 | 0.00000 | 680661555 | |||||
| STANFORD SGGS EUROPE INC | |||||||||||||||||
| UGLAND HOUSE S CHURCH ST | PO BOX 309GT, GEORGE TOWN | N/A | CJ | N/A | INVESTMENTS | CJ | NA | C CORP | 0 | 0 | 0.00000 | 131684331 | |||||
| BLACK RIVER EMEA INVESTORS FUND LTD | |||||||||||||||||
| UGLAND HOUSE S CHURCH ST | GEORGE TOWN | N/A | CJ | N/A | INVESTMENTS | CJ | NA | C CORP | 0 | 0 | 0.00000 | 980428006 | |||||
| EAST SAIL | |||||||||||||||||
| C/O INTL FS INC IFS COURT | TWENTYEIGHT, CYBERCITY, EBENE | MP | INVESTMENTS | MP | NA | C CORP | 0 | 0 | 0.00000 | ||||||||
| GAVEA INVESTMENT FUND II-C LP | |||||||||||||||||
| PO BOX 896GT HARBOUR CENTRE | GEORGE TOWN | CJ | INVESTMENTS | CJ | NA | C CORP | 0 | 0 | 0.00000 | 980537952 | |||||||
| JER ALBERTA LP | |||||||||||||||||
| INVESTMENTS | CA | NA | C CORP | 0 | 0 | 0.00000 | 980423557 | C/O JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | ||||||
| JER ALBERTA III LP | |||||||||||||||||
| INVESTMENTS | CA | NA | C CORP | 0 | 0 | 0.00000 | 980493425 | C/O JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | ||||||
| MARBLETON PROPERTY FUND (ALBERTA) LP | |||||||||||||||||
| Real Estate I | CA | NA | C CORP | 0 | 0 | 0.00000 | 980531893 | C/O JE ROBERT COS 1650 TYSON BLVD | MCLEAN | VA | 22102 | ||||||
| CLAT (16) | |||||||||||||||||
| CHARITABLE TRUSTS | NA | TRUST | 0 | 0 | 0.00000 | CA | |||||||||||
| CRT (493) | |||||||||||||||||
| CHARITABLE TRUSTS | NA | TRUST | 0 | 0 | 0.00000 | CA | |||||||||||
| OTHER (11) | |||||||||||||||||
| CHARITABLE TRUSTS | NA | TRUST | 0 | 0 | 0.00000 | CA | |||||||||||
| PIF (94) | |||||||||||||||||
| CHARITABLE TRUSTS | NA | TRUST | 0 | 0 | 0.00000 | CA | |||||||||||
| PARDUS SPECIAL OPPORTUNITIES FUND II LTD | |||||||||||||||||
| c/o Walkers SPV Ltd WALKER HOUSE | 87 MARY ST GEORGE TOWN | CJ | CJ | KY1-9002 | INVESTMENT | CJ | NA | C CORP | 0 | 0 | 0.00000 | ||||||
| MIDPOINT TECHNOLOGY PARK | |||||||||||||||||
| REAL ESTATE | NA | C CORP | 0 | 0 | 0.00000 | 943287254 | 3145 PORTER DR | PALO ALTO | CA | 94304 | CA | ||||||
| NORTHWEST CAMPUS MIDPOINT | |||||||||||||||||
| REAL ESTATE | NA | C CORP | 0 | 0 | 0.00000 | 201627958 | 3145 PORTER DR | PALO ALTO | CA | 94304 | CA | ||||||
| STANFORD PROGRAMME (CAPE TOWN) | |||||||||||||||||
| WAVERLY BUSINESS PARK BUILDING 11 | CAPE TOWN | SF | EDUCATION | SF | NA | C CORP | 0 | 0 | 0.00000 | ||||||||
| THE HONG KONGSU CHARITABLE TRUST | |||||||||||||||||
| EDUCATION | HK | NA | TRUST | 0 | 0 | 0.00000 | |||||||||||
| THE STANFORD TRUST (UK) | |||||||||||||||||
| EDUCATION | UK | NA | TRUST | 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LPCH | ||
| K | 70495580 | FMV |
| LPCH | ||
| L | 1253891 | FMV |
| LPCH | ||
| M | 3827145 | FMV |
| LPCH | ||
| N | 17955092 | FMV |
| LPCH | ||
| O | 198713 | FMV |
| LPCH | ||
| P | 319388963 | FMV |
| SHI LLC | ||
| Q | 8402061 | BOOK |
| SEROC | ||
| P | 381233 | BOOK |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| B | 4900000 | CASH |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| B | 8324000 | BOOK |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| I | 2059404 | COST |
| UNIVERSITY HEALTHCARE ALLIANCE | ||
| K | 174296 | COST |