QUEEN OF THE VALLEY MEDICAL CENTER: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- QUEEN OF THE VALLEY MEDICAL CENTER (EIN 94-1243669)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201211329349301751
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T10:52:08-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941243669 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEEN OF THE VALLEY MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | QUEE | NameControl |
| Phone | 7072524411 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TRANCAS STREET | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94558 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHEL RICCIONI | Name |
| Title | CFO | Title |
| Date Signed | 2012-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WALTER A MICKENS | NameOfPrincipalOfficerPerson |
| Gross Receipts | 268344076 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEQUEEN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE ARE COMMITTED TO EXTENDING THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1664 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 11992 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1400 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2205438 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3244454 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 268380482 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 254296047 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6424718 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10764984 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -18934 | OtherRevenuePriorYear |
| Other Revenue Current Year | -193079 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 276991704 | TotalRevenuePriorYear |
| Total Revenue Current Year | 268112406 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4099561 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2063201 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 139560177 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 139489538 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 354115 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 108239658 | OtherExpensePriorYear |
| Other Expenses Current Year | 114596629 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 251899396 | TotalExpensesPriorYear |
| Total Expenses Current Year | 256149368 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 25092308 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11963038 | RevenuesLessExpensesCY |
| Total Assets BOY | 318410774 | TotalAssetsBOY |
| Total Assets EOY | 337693808 | TotalAssetsEOY |
| Total Liabilities BOY | 88123265 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 85573092 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 230287509 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 252120716 | 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 | 228826085 | Expense |
| Grants | 2063201 | Grants |
| Revenue | 254167109 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 228826085 | 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 | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 300 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1664 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| 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 | MICHEL RICCIONI INTERIM CFO | NamePerson |
| Telephone Number | 7072524411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TRANCAS ST | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DENNIS SISTO | ||||||||
| CEO | 50.0 | X | X | 0 | 782271 | 40447 | ||
| DARRIN MONTALVO | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 919849 | 50495 | |||
| LIZ BOULWARE | ||||||||
| CHAIR | 5.0 | X | 0 | 0 | 0 | |||
| JOSEPH CARRILLO MD | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| FRANK COLLIN | ||||||||
| VICE CHAIR | 2.0 | X | 0 | 0 | 0 | |||
| SISTER JUDITH FERGUS CSJ | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| SISTER PATRICIA HAYHURST CSJ | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| KATHLEEN HEALY MD | ||||||||
| BOARD MEMBER/CHIEF OF STAFF | 2.0 | X | 46000 | 0 | 0 | |||
| CONRAD HEWITT | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| BROTHER THOMAS JONES FSC | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| SISTER MARY BERNADETTE MCNULTY | ||||||||
| VICE CHAIR / COMMITTEE CHAIR | 3.0 | X | 0 | 0 | 0 | |||
| MICHAEL MERWIN MD | ||||||||
| BD MEMBER/VICE CHIEF OF STAFF | 2.0 | X | 0 | 0 | 0 | |||
| BETTY O'SHAUGHNESSY | ||||||||
| SECRETARY | 2.0 | X | X | 0 | 0 | 0 | ||
| SISTER SUZANNE SASSUS CSJ | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| WYMAN SMITH | ||||||||
| CHAIR | 5.0 | X | 0 | 0 | 0 | |||
| JAMES TIDGEWELL | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| COLLEEN CHAPPELLET | ||||||||
| BOARD MEMBER (PART-YEAR) | 2.0 | X | 0 | 0 | 0 | |||
| DONALD MILLER | ||||||||
| VP FINANCE/CFO | 50.0 | X | 670985 | 0 | 21003 | |||
| SISTER MARIAN SCHUBERT | ||||||||
| VP OF MISSION INTEGRATION | 50.0 | X | 0 | 0 | 0 | |||
| VINCENT MORGESE MD | ||||||||
| VP MEDICAL AFFAIRS | 50.0 | 469347 | 0 | 11315 | X | |||
| WALTER MICKENS | ||||||||
| EXECUTIVE VICE PRESIDENT/COO | 50.0 | 442517 | 0 | 11836 | X | |||
| BARBARA EUSEBIO | ||||||||
| VP PATIENT CARE SERVICES | 50.0 | 359599 | 0 | 10187 | X | |||
| RONALD SCOTT | ||||||||
| VP HUMAN RESOURCES | 50.0 | 333814 | 0 | 18571 | X | |||
| ROBERT DIEHL | ||||||||
| VP QUALITY & STRATEGIC SVCS | 50.0 | 130768 | 130358 | 24564 | X | |||
| RICHARD GREEN | ||||||||
| VP FOUNDATION/CHF DEV OFCR | 50.0 | 315055 | 0 | 17124 | X | |||
| BRUCE BORGMAN | ||||||||
| LABORATORY CONSULTANT | 40.0 | 313369 | 0 | 14405 | X | |||
| ROBERT LEE | ||||||||
| RNFA II | 72.0 | 293474 | 0 | 28029 | X | |||
| ANGELA NICHOLSON | ||||||||
| LEAD, RADIOLOGY NURSE | 75.0 | 247676 | 0 | 18305 | X | |||
| MARC EBELING | ||||||||
| SHIFT LEAD, RN | 73.0 | 238517 | 0 | 19155 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3861121 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1832478 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 285436 | TotalOtherCompensation |
| Number Individuals GT100 K | 371 | 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 |
|---|---|---|---|---|---|
| ANESTHESIA ANALGESIA MEDICAL GROU | |||||
| 837 FIFTH STREET 2ND FLOOR | SANTA ROSA | CA | 95404 | ANESTHESIOLOGY SVCS | 1303349 |
| RADIOLOGY MED GROUP OF NAPA | |||||
| PO BOX 348120 | SACRAMENTO | CA | 95834 | RADIOLOGY SERVICES | 1232407 |
| E PAUL REID MD PC | |||||
| 170 SOUTHPORT DRIVE | MORRISVILLE | NC | 27560 | GENERAL SURGERY SVCS | 1025016 |
| NAPA VALLEY CARDIAC THORACIC | |||||
| 3421 VILLA LANE 2A | NAPA | CA | 94558 | HEALTHCARE SERVICES | 441756 |
| M ATCHISON CRNA INC | |||||
| 107 MAC INNES COURT | NAPA | CA | 94558 | OB ANESTHESIOLOGY | 438000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 17 | NumberOfContractorsGT100K |
| Related Organizations | 1320460 | RelatedOrganizations |
| Government Grants | 214358 | GovernmentGrants |
| All Other Contributions | 1709636 | AllOtherContributions |
| Total Contributions | 3244454 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT REVENUE | 622110 | 248028858 | 248028858 | |
| SYNERGY WELLNESS CENTER | 713940 | 4587999 | 4576007 | 11992 |
| CAFETERIA | 722310 | 712015 | 712015 | |
| MEDICAL OFFICE BUILDING | 531120 | 545243 | 545243 | |
| LIFELINE REVENUE | 900099 | 247161 | 247161 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174771 | TotalRevenueColumn |
| Related Or Exempt Function Income | 174771 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 254296047 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3949421 | TotalRevenueColumn |
| Exclusion | $3,949,421 | 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) |
|---|---|---|
| Securities | 6670317 | Securities |
| Other | 145246 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6670317 | Securities |
| Other | 145246 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6815563 | TotalRevenueColumn |
| Exclusion | $6,815,563 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 167529 | GrossSalesOfInventory |
| Cost Of Goods Sold | 231670 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -64141 | TotalRevenueColumn |
| Exclusion | -$64,141 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER NON-OPERATING REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -128938 | TotalRevenueColumn |
| Related Or Exempt Function Income | -128938 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -128938 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 268112406 | TotalRevenueColumn |
| Related Or Exempt Function Income | 254155117 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11992 | UnrelatedBusinessRevenue |
| Exclusion | $10,700,843 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2063201 | Total |
| Program Services | 2063201 | 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 | 2394197 | Total |
| Management And General | 2137100 | ManagementAndGeneral |
| Fundraising | 257097 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90355033 | Total |
| Program Services | 85591934 | ProgramServices |
| Management And General | 4744513 | ManagementAndGeneral |
| Fundraising | 18586 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6107886 | Total |
| Program Services | 5631813 | ProgramServices |
| Management And General | 423900 | ManagementAndGeneral |
| Fundraising | 52173 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32838821 | Total |
| Program Services | 31403399 | ProgramServices |
| Management And General | 1435422 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7793601 | Total |
| Program Services | 7420579 | ProgramServices |
| Management And General | 359292 | ManagementAndGeneral |
| Fundraising | 13730 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2856719 | Total |
| Program Services | 2781635 | ProgramServices |
| Management And General | 63434 | ManagementAndGeneral |
| Fundraising | 11650 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1314272 | Total |
| Program Services | 41077 | ProgramServices |
| Management And General | 1273195 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278870 | Total |
| Management And General | 278870 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46398 | Total |
| Program Services | 46398 | 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 | 587563 | Total |
| Management And General | 587563 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32936283 | Total |
| Program Services | 19151434 | ProgramServices |
| Management And General | 13784849 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596784 | Total |
| Program Services | 69280 | ProgramServices |
| Management And General | 527504 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33297529 | Total |
| Program Services | 32966896 | ProgramServices |
| Management And General | 330559 | ManagementAndGeneral |
| Fundraising | 74 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4563640 | Total |
| Program Services | 4540553 | ProgramServices |
| Management And General | 23087 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4304564 | Total |
| Program Services | 4301559 | ProgramServices |
| Management And General | 3005 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346473 | Total |
| Program Services | 197712 | ProgramServices |
| Management And General | 147956 | ManagementAndGeneral |
| Fundraising | 805 | 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 | 193233 | Total |
| Program Services | 181875 | ProgramServices |
| Management And General | 11358 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3407510 | Total |
| Program Services | 3407510 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15351187 | Total |
| Program Services | 15155626 | ProgramServices |
| Management And General | 195561 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1335748 | Total |
| Program Services | 916432 | ProgramServices |
| Management And General | 419316 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CA HOSPITAL FEE PROGRAM | 12361448 | 12361448 | |
| LICENSE/ROYALTIES | 776939 | 554255 | 222684 |
| SYNERGY BAD DEBTS | 41469 | 41469 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256149368 | Total |
| Program Services | 228826085 | ProgramServices |
| Management And General | 26969168 | ManagementAndGeneral |
| Fundraising | 354115 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14499568 | BOY |
| EOY | 2606136 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81121659 | BOY |
| EOY | 83728350 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36687770 | BOY |
| EOY | 37522070 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1854055 | BOY |
| EOY | 1244907 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4585656 | BOY |
| EOY | 4083012 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046458 | BOY |
| EOY | 1228732 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 325886395 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 179432051 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132643626 | BOY |
| EOY | 146454344 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39590409 | BOY |
| EOY | 52788824 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6381573 | BOY |
| EOY | 8037433 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318410774 | BOY |
| EOY | 337693808 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26182422 | BOY |
| EOY | 24378700 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2050000 | BOY |
| EOY | 2050000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59890843 | BOY |
| EOY | 59144392 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88123265 | BOY |
| EOY | 85573092 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230287509 | BOY |
| EOY | 252120716 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230287509 | BOY |
| EOY | 252120716 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318410774 | BOY |
| EOY | 337693808 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11963038 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 9870169 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $46,398 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 46398 | 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, LINE 1I | ReturnReference |
| Explanation | PORTION OF DUES PAID TO HOSPITAL ASSOCIATIONS FOR LOBBYING ACTIVITIES. DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED MINIMAL LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3433499 | OtherCostOrOtherBasis |
| Book Value | 3433499 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139289082 | OtherCostOrOtherBasis |
| Depreciation | 69599664 | Depreciation |
| Book Value | 69689418 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 470153 | OtherCostOrOtherBasis |
| Depreciation | 338715 | Depreciation |
| Book Value | 131438 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 144786990 | OtherCostOrOtherBasis |
| Depreciation | 109493672 | Depreciation |
| Book Value | 35293318 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37906671 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 37906671 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 146454344 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERCO. WITH HEALTH SYSTEM-BONDS | $53,138,312 |
| DUE TO THIRD PARTY PAYORS | $5,688,675 |
| PATIENT CREDIT BALANCES | $312,525 |
| ASBESTOS REMOVAL COSTS | $4,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 59144392 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURES, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY OR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2011 OR 2010. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Captive Insurance | SpecificServicesProvided |
| Total Expenditures | 786316 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 786316 | SubtotalAmountSpent |
| Total Amount Spent | 786316 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | ReturnReference |
| Explanation | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNT IN COLUMN F. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5075334 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5075334 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01980 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 41714531 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 28930248 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 12784283 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04990 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 10004095 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6022707 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3981388 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01550 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 56793960 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 34952955 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 21841005 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08520 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4073124 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 450805 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3622319 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01410 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 23781 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 23781 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 545036 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 545036 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00210 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4641941 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 450805 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4191136 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01630 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 61435901 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 35403760 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 26032141 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10150 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 2000 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 2000 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 2000 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 2000 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $0 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 60783049 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 76026740 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -15243691 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| 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 | QUEEN OF THE VALLEY MEDICAL CENTER | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TRANCAS STREET | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEEN OF THE VALLEY MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE H, PART I, LINE 7 | THE AMOUNTS REPORTED IN THE TABLE WERE CALCULATED USING A COST-TO-CHARGE RATIO, WHICH WAS DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES. | |
| SCHEDULE H, PART I, LINE 7G | COSTS OF $23,781 ATTRIBUTABLE TO THE FAMILY HEALTH PLANNING CLINIC WERE INCLUDED. | |
| SCHEDULE H, PART II | LATINO ELDER COALITION OF NAPA VALLEY IS A NETWORK OF NAPA VALLEY SERVICE PROVIDERS, FAITH COMMUNITIES AND INDIVIDUALS COMMITTED TO RAISING CULTURAL AWARENESS AND PROMOTING OUTREACH TO LATINO ELDERS IN THE CONTEXT OF THE WHOLE FAMILY. | |
| SCHEDULE H, PART III, LINE 4 | THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT. COLLECTION ACTIONS ARE NOT PURSUED ON THESE ACCOUNTS ONCE THEY ARE RECLASSIFIED AS FINANCIAL ASSISTANCE. THERE IS NO OTHER AMOUNT OF BAD DEBT THAT SHOULD BE REPORTED AS FINANCIAL ASSISTANCE. FINANCIAL STATEMENT FOOTNOTE DESCRIBING BAD DEBT: THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED AND OTHERS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. EFFECTIVE JULY 1, 2011, THE HEALTH SYSTEM UPDATED ITS PROCESS FOR DETERMINING CHARITY CARE WHEREBY THE HEALTH SYSTEM ANALYZES PATIENT ACCOUNTS RECEIVABLE FOR ELIGIBILITY AS PRESUMPTIVE CHARITY CARE THROUGH OBTAINING ADDITIONAL FINANCIAL INFORMATION FOR UNINSURED OR UNDER INSURED PATIENTS WHO HAVE NOT SUPPLIED THE REQUISITE INFORMATION. AS A RESULT, QUEEN OF THE VALLEY MEDICAL CENTER REPORTED A CREDIT BALANCE IN BAD DEBT EXPENSE AS OF JUNE 30, 2011. | |
| SCHEDULE H, PART III, LINE 8 | AS A CATHOLIC HEALTH CARE MINISTRY, THE ORGANIZATION FOLLOWS THE CATHOLIC HEALTH ASSOCIATION'S COMMUNITY BENEFIT REPORTING GUIDELINES AND THEREFORE DOES NOT REPORT MEDICARE AS A COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED USING THE MEDICARE COST REPORT SUBMITTED FOR THE FISCAL YEAR USING CMS STANDARD COSTING METHODS. THIS METHOD INCLUDES SPECIFIC STEP-DOWN ALLOCATION PROCESSES WHICH ARE APPLIED TO CALCULATE ALLOWABLE MEDICARE COSTS. | |
| SCHEDULE H, PART III, LINE 9B | QUEEN OF THE VALLEY MEDICAL CENTER PATIENT ACCOUNTS ARE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MAKES A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMS AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIES FOR CHARITY CARE. ACCOUNTS FOR PATIENTS WHO QUALIFY FOR CHARITY CARE ARE WRITTEN OFF AND COLLECTION EFFORTS ARE NOT PURSUED. | |
| NEEDS ASSESSMENT | QUEEN OF THE VALLEY MEDICAL CENTER CONDUCTS A COMMUNITY HEALTH NEEDS ASSESSMENT EVERY THREE YEARS. THE FY 2010 PROCESS CONSISTED OF A NAPA COUNTY NEEDS ASSESSMENT COLLABORATIVE OF HEALTH ORGANIZATIONS AND FUNDERS, INCLUDING QVMC, KAISER FOUNDATION HEALTH PLAN, ST. HELENA HOSPITAL, NAPA COUNTY PUBLIC HEALTH, COMMUNITY HEALTH CLINIC OLE, AND AUCTION NAPA VALLEY. THE ASSESSMENT PROCESS INCLUDES AN EXTENSIVE REVIEW OF EXISTING DATA AS WELL AS CONDUCTING ENGLISH AND SPANISH LANGUAGE COMMUNITY SURVEYS, FOCUS GROUPS AND INTERVIEWS. FOUR LOCATIONS- NAPA, CALISTOGA, ST. HELENA, AND AMERICAN CANYON- WERE CHOSEN TO ENSURE GEOGRAPHIC REPRESENTATION AND NINE COMMUNITY FOCUS GROUPS WERE CONDUCTED AT SITES INTENDED TO DRAW POPULATIONS THAT TYPICALLY GATHERED THERE. KEY COMMUNITY-BASED ORGANIZATIONS WERE IDENTIFIED BY THE COLLABORATIVE AND ASKED TO HOST A FOCUS GROUP. FOCUS GROUPS WERE CO-SCHEDULED AT THE SITES AMONG PARTICIPANTS WHO WERE ALREADY MEETING THERE FOR OTHER PURPOSES (E.G. YOUNG MOTHERS AT A PARENTING CLASS) TO FACILITATE ACCESS AND PROMOTE ATTENDANCE. IN ADDITION, THE PROCESS OBTAINS THE COMMUNITY'S PERSPECTIVES ABOUT HEALTH NEEDS AND POTENTIAL SOLUTIONS FOR RESPONDING. | SCHEDULE H, PART VI, LINE 2 |
| PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE | THE ORGANIZATION POSTS NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES ARE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES ARE ALSO POSTED AT LOCATIONS WHERE A PATIENT MAY PAY THEIR BILL. NOTICES INCLUDE CONTACT INFORMATION ON HOW A PATIENT CAN OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES ARE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATE LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS ARE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND ARE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY BE ELIGIBLE. | SCHEDULE H, PART VI, LINE 3 |
| COMMUNITY INFORMATION | WHEREAS QUEEN OF THE VALLEY MEDICAL CENTER'S PRIMARY AND SECONDARY SERVICE AREAS (PSA AND SSA) INCLUDE LOCATIONS OUTSIDE OF NAPA COUNTY, THE COMMUNITY BENEFIT PRIMARY AND SECONDARY SERVICE AREAS ARE DEFINED BY THE GEOGRAPHIC BOUNDARIES OF NAPA COUNTY. IN GENERAL, THE COUNTY IS DIVIDED INTO FOUR REGIONS: NORTH COUNTY CONSISTING OF CALISTOGA, ST. HELENA, DEER PARK, RUTHERFORD, AND OAKVILLE; EAST COUNTY CONSISTING OF ANGWIN, POPE VALLEY, AND LAKE BERRYESSA; CENTRAL COUNTY CONSISTING OF NAPA AND YOUNTVILLE; AND SOUTH COUNTY CONSISTING OF AMERICAN CANYON. APPROXIMATELY 69% OF ALL COUNTY RESIDENTS LIVE IN THE CITY OF NAPA WHILE THE REMAINDER LIVES IN THE BALANCE OF THE COUNTY. WHILE THE POPULATION OF NAPA COUNTY INCREASED OVERALL SINCE 2000, THE CITY OF AMERICAN CANYON HAS NEARLY DOUBLED IN SIZE AND IS ALREADY THE SECOND-LARGEST CITY IN NAPA COUNTY. SERVICES FOR RESIDENTS IN THIS AREA ARE STILL BEING ESTABLISHED AND VARIOUS COMMUNITY AGENCIES CONTINUE TO WORK TO UNDERSTAND WHAT INDIVIDUALS AND FAMILIES IN THIS EXPANDING COMMUNITY NEED. WHILE NAPA IS NOT CONSIDERED A "POOR" COUNTY RELATIVE TO OTHER COUNTIES, INCLUDING THOSE WITH LARGE AGRICULTURAL AREAS, ABOUT 11.3% OF CHILDREN AND 7.2% OF SENIORS AGE 65+ LIVE BELOW THE POVERTY LEVEL. MANY MORE LIVE BELOW 200% OF POVERTY. A GREATER PROPORTION OF CHILDREN LIVE IN POVERTY IN THE CITIES OF NAPA (14.9%), ANGWIN (11.9%), AND YOUNTVILLE (17.8%) THAN IN OTHER CITIES IN THE COUNTY. TWENTY-FIVE PERCENT OF HOUSEHOLDS SPEAK SPANISH AS THEIR PRIMARY LANGUAGE. AN ESTIMATED 18,000 ARE NOT U.S. CITIZENS; THIS CAN SWELL DURING THE GROWING SEASON. WITH 15% OF THE POPULATION OVER 65 YEARS OF AGE, NAPA COUNTY HAS A HIGHER PROPORTION OF OLDER ADULTS COMPARED TO CALIFORNIA AS A WHOLE AND THE THIRD HIGHEST PROPORTION OF THOSE 75 AND OLDER. 22.5% OF THE POPULATION IS 17 YEARS OF AGE AND YOUNGER. NEARLY 58% OF THE POPULATION IS WHITE, 31.8% ARE LATINO, 6.15% ARE ASIAN, 1.87% ARE AFRICAN AMERICAN, 3.62% ARE OTHER. (SOURCE: COMMUNITY BENEFIT SERVICE AREA MAPPING OF NEED, ST. JOSEPH'S HEALTH SYSTEM, FEBRUARY 2011) | SCHEDULE H, PART VI, LINE 4 |
| PROMOTION OF COMMUNITY HEALTH | THE GOVERNING BODY IS COMPRISED OF A MAJORITY OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA AND WHO ARE NOT EMPLOYEES, CONTRACTORS, OR FAMILY MEMBERS. THE SUB-COMMITTEE OF THE BOARD OF TRUSTEES, KNOWN AS THE COMMUNITY BENEFIT COMMITTEE, OVERSEES THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN EVERY THREE YEARS, AS WELL AS AN ANNUAL COMMUNITY BENEFIT REPORT. THE COMMITTEE ALSO PROVIDES GENERAL DIRECTION TO QUEEN OF THE VALLEY MEDICAL CENTER REGARDING: 1) BUDGETING DECISIONS, 2) COMMUNITY BENEFIT PROGRAM CONTENT, 3) COMMUNITY BENEFIT PROGRAM DESIGN, 4) TARGET GEOGRAPHIC POPULATION, 5) PROGRAM CONTINUATION OR DISCONTINUATION, 6) FUND DEVELOPMENT SUPPORT, AND 7) COMMUNITY-WIDE ENGAGEMENT. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. GIVING BACK TO THE COMMUNITY IS INTEGRATED INTO EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTH MINISTRY OF ST. JOSEPH HEALTH SYSTEM, WE PROVIDE FREE AND DISCOUNTED CARE VIA OUR FINANCIAL ASSISTANCE PROGRAM AND HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. OUR MISSION IS TO PROVIDE QUALITY CARE TO ALL OUR PATIENTS, REGARDLESS OF ABILITY TO PAY. WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY QVMC, AS A MINISTRY OF ST. JOSEPH HEALTH SYSTEM, HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. ON AN ANNUAL BASIS, TEN PERCENT OF OUR NET INCOME IS DEVOTED TO FUND COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR (CARE FOR THE POOR FUNDS). SPECIFICALLY, FUNDS ARE USED FOR OUTREACH PROGRAMS, DEFINED AS THOSE SERVICES THAT ADDRESS A SPECIFIC UNMET HEALTH NEED AND ARE SEPARATE FROM TRADITIONAL ACUTE CARE SERVICES. IN ADDITION TO DEVOTING A PERCENTAGE OF OUR NET INCOME TO COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR VIA CARE FOR THE POOR FUNDS, WE STRIVE TO ANNUALLY BUDGET A PORTION OF OUR TOTAL OPERATING EXPENSES FOR HEALTHY COMMUNITIES AND COMMUNITY HEALTH EFFORTS. DURING THE PAST YEAR, QUEEN OF THE VALLEY MEDICAL CENTER DEDICATED $1,145,460 IN CARE FOR THE POOR FUNDS AND $4,725,383 TO HEALTHY COMMUNITIES AND COMMUNITY HEALTH INITIATIVES. THIS FUNDING MADE THE FOLLOWING PROGRAMS POSSIBLE: MOBILE DENTAL HEALTH VAN, CARE NETWORK, AND BILINGUAL COMMUNITY HEALTH EDUCATION. | SCHEDULE H, PART VI, LINE 5 |
| AFFILIATED HEALTH CARE SYSTEM | QUEEN OF THE VALLEY MEDICAL CENTER IS A HEALING MINISTRY OF ST. JOSEPH HEALTH SYSTEM, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION OF IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. OUR FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES A PROCESS THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION FUNDS PROGRAMS THAT EXEMPLIFY THE FOUR CORE VALUES OF ST. JOSEPH HEALTH SYSTEM: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE. | SCHEDULE H, PART VI, LINE 6 |
| STATE FILING OF COMMUNITY BENEFIT REPORT | CALIFORNIA MINISTRIES REPORT TO CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT IN ACCORDANCE WITH CALIFORNIA SENATE BILL 697. | SCHEDULE H, PART VI, LINE 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AREA AGENCY ON AGING | ||||||||
| 400 CONTRA COSTA ST | VALLEJO | CA | 94590 | 942742309 | 501(C)(3) | 48200 | HEALTHY AGING POPULATION INITIATIVE AND FY 11 COMMUNITY PARTNERSHIP TO SUPPORT STOP FALLS NAPA VALLEY | |
| NAPA COUNTY HEALTH & HUMAN SERVICES | ||||||||
| 2261 ELM STREET | NAPA | CA | 94559 | 946000525 | GOVERNMENT | 10000 | IMPLEMENTATION OF THE NETWORK OF CARE FOR HEALTHY COMMUNITIES PROGRAM | Ste 200 |
| COMMUNITY ACTION OF NAPA VALLEY | ||||||||
| 2310 LAUREL STREET | NAPA | CA | 94559 | 941610851 | 501(C)(3) | 20000 | FY10 COMMUNITY SUPPORT TO ASSIST PUERTAS ALBIERTAS LOCAL FAMILY RESOURCE CENTER | |
| NAPA COUNTY OFFICE OF EDUCATION | ||||||||
| 2121 IMOLA AVE | NAPA | CA | 94559 | 946002406 | GOVERNMENT | 14500 | FY 11 COMMUNITY PARTNERSHIP IN SUPPORT OF SOCIAL HOST INITIATIVE SUPPORTING AWARENESS AND EDUCATION ON YOUTH ALCOHOL AND DRUG USE | |
| FIRST 5 NAPA COUNTY | ||||||||
| 5 FINANCIAL PLAZA | NAPA | CA | 94558 | 680455676 | GOVERNMENT | 15000 | FY 11 COMMUNITY PARTNERSHIP TO SUPPORT FUSSY BABY PROGRAM | |
| NAPA FIREFIGHTERS MUSEUM | ||||||||
| 1201 MAIN STREET | NAPA | CA | 94558 | 208918234 | 501(C)(3) | 10000 | FY 11 COMMUNITY PARTNERSHIP IN SUPPORT OF WIC RAMP SUPPLIES AND FALL PREVENTION MATERIALS | |
| NAPA EMERGENCY WOMENS SERVICES | ||||||||
| 1141 PEAR TREE LANE | NAPA | CA | 94558 | 942745889 | 501(C)(3) | 10000 | COMMUNITY PARTNERSHIP SAFETY NET SERVICES FOR VICTIMS & FAMILIES OF DOMESTIC VIOLENCE | |
| NAPA VALLEY BREASTFEEDING COALITION | ||||||||
| PO BOX 567 | NAPA | CA | 94559 | 270792456 | 6000 | FY 11 COMMUNITY PARTNERSHIP SUPPORTING THE COALITION | ||
| HOSPICE OF NAPA VALLEY | ||||||||
| 414 SOUTH JEFFERSON STREET | NAPA | CA | 94558 | 680393144 | 501(C)(3) | 100000 | FY 11 COMMUNITY PARTNERSHIP IN SUPPORT OF ADULT DAY SERVICES AND CAREGIVER SUPPORT GROUP | |
| CATHOLIC CHARITIES | ||||||||
| 1219 JEFFERSON STREET | NAPA | CA | 94559 | 942479393 | 501(C)(3) | 10000 | COMMUNITY PARTNERSHIP TO SUPPORT THE RAINBOW HOUSE AND HOME BASE | |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||||||||
| 500 S MAIN ST STE 700 | ORANGE | CA | 92868 | 330143024 | 501(C)(3) | 1563900 | CARE FOR THE POOR | |
| COMMUNITY HEALTH CLINIC OLE | ||||||||
| 1141 PEAR TREE LANE | NAPA | CA | 94558 | 237221695 | 501(C)(3) | 35127 | FY11 CANCER CLINIC SERVICES | |
| FAMILY SERVICES OF THE NAPA VALLEY | ||||||||
| 709 FRANKLIN STREET | NAPA | CA | 94559 | 941236934 | 501(C)(3) | 37955 | COMMUNITY NEEDS ASSESSMENTS | |
| NAPA COUNTY OFFICE OF EDUCATION | ||||||||
| 2121 IMOLA AVE | NAPA | CA | 94559 | 946002406 | GOVERNMENT | 10000 | FY11 COMMUNITY PARTNERSHIP SUPPORT FOR ASTHMA COALITION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | COMMUNITY BENEFIT GRANTS AND CHARITABLE DONATIONS ARE MONITORED THROUGH REQUIRED REPORTING MECHANISMS. ALL GRANTS AND DONATIONS ARE CONDITIONED REGARDING EXPENDITURE CONSISTENT WITH THE USE SPECIFIED WITHIN A SPECIFIC PERIOD OF TIME. IN ADDITION, THE RECIPIENT AGENCY MUST REMAIN A NON-PROFIT, TAX-EXEMPT ORGANIZATION AND IS REQUIRED TO SUBMIT SCHEDULED REPORTING THAT INCLUDES PROGRESS TOWARD IDENTIFIED GOALS, AS WELL AS DETAILED ACCOUNTING RELATIVE TO THE GRANT OR DONATION AND THE FUNDS EXPENDED. BY ACCEPTING THE GRANT OR DONATION, RECIPIENT AGREES TO THE CONDITIONS OF THE GRANT OR DONATION DESCRIBED HEREIN. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD MILLER | |||||||||||||
| 267111 | 0 | 84794 | 0 | 319080 | 0 | 19579 | 0 | 1424 | 0 | 691988 | 0 | 185883 | 0 |
| VINCENT MORGESE MD | |||||||||||||
| 282920 | 0 | 89815 | 0 | 96612 | 0 | 9259 | 0 | 2056 | 0 | 480662 | 0 | 0 | 0 |
| WALTER MICKENS | |||||||||||||
| 276426 | 0 | 88385 | 0 | 77706 | 0 | 9783 | 0 | 2053 | 0 | 454353 | 0 | 0 | 0 |
| BARBARA EUSEBIO | |||||||||||||
| 225354 | 0 | 71191 | 0 | 63054 | 0 | 9658 | 0 | 529 | 0 | 369786 | 0 | 0 | 0 |
| RONALD SCOTT | |||||||||||||
| 189412 | 0 | 57741 | 0 | 86661 | 0 | 17139 | 0 | 1432 | 0 | 352385 | 0 | 0 | 0 |
| RICHARD GREEN | |||||||||||||
| 166900 | 0 | 0 | 0 | 148155 | 0 | 13153 | 0 | 3971 | 0 | 332179 | 0 | 0 | 0 |
| BRUCE BORGMAN | |||||||||||||
| 178055 | 0 | 24692 | 0 | 110622 | 0 | 13161 | 0 | 1244 | 0 | 327774 | 0 | 0 | 0 |
| ROBERT LEE | |||||||||||||
| 286185 | 0 | 7060 | 0 | 229 | 0 | 26747 | 0 | 1282 | 0 | 321503 | 0 | 0 | 0 |
| ANGELA NICHOLSON | |||||||||||||
| 242496 | 0 | 5180 | 0 | 0 | 0 | 16400 | 0 | 1905 | 0 | 265981 | 0 | 0 | 0 |
| MARC EBELING | |||||||||||||
| 235129 | 0 | 3388 | 0 | 0 | 0 | 12250 | 0 | 6905 | 0 | 257672 | 0 | 0 | 0 |
| ROBERT DIEHL | |||||||||||||
| 70664 | 91258 | 42228 | 0 | 17876 | 39100 | 5374 | 5659 | 619 | 12912 | 136761 | 148929 | 0 | 0 |
| DENNIS SISTO | |||||||||||||
| 0 | 395384 | 0 | 152551 | 0 | 234336 | 0 | 22024 | 0 | 18423 | 0 | 822718 | 0 | 21372 |
| DARRIN MONTALVO | |||||||||||||
| 0 | 498761 | 0 | 177176 | 0 | 243912 | 0 | 21629 | 0 | 28866 | 0 | 970344 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 1A | ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL FOR CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTERS' FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING TRUSTEE RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. THE BENEFITS WERE PAID BY QUEEN OF THE VALLEY MEDICAL CENTER'S TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM. DENNIS SISTO $6,937 COMPANION TRAVEL IS ALSO AN ESSENTIAL PART OF THE TRUSTEE CONFERENCE. THE FOLLOWING TRUSTEES AND OFFICERS RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION: RONALD SCOTT $139 DENNIS SISTO $139 WALTER MICKENS $174 EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. |
| SCHEDULE J, PART I, LINE 3 | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O 990, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM. | |
| SCHEDULE J, PART I, LINE 4A | THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAY: RICHARD GREEN - $82,229 | |
| SCHEDULE J, PART I, LINE 4B | EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THE 457(F) PLAN DURING THE YEAR: DONALD MILLER - $185,883 DENNIS SISTO - $21,372 | |
| SCHEDULE J, PART I, LINE 7 | A PORTION OF THE EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PARTNERSHIP HEALTH PLAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DONALD MILLER/SEE PART V | Relationship |
| Amount Of Transaction | 8468890 | AmountOfTransaction |
| Description Of Transaction | HEALTH INSURANCE PAYMENTS | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | DONALD MILLER IS THE CFO OF QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) AND IS ALSO A BOARD MEMBER OF PARTNERSHIP HEALTH PLAN. HE RESIGNED FROM THE BOARD OF THE PARTNERSHIP ON DECEMBER 31, 2010. PARTNERSHIP HEALTH PLAN HAD BUSINESS TRANSACTIONS WITH QVMC THAT EXCEEEDED $100,000 DURING THE YEAR. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (19 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 AND PART III, LINE 1 | AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), QUEEN OF THE VALLEY MEDICAL CENTER IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. OUR MISSION IS REALIZED THROUGH THE DELIVERY OF QUALITY IN-PATIENT AND OUT-PATIENT SERVICES, AND FOCUSED COMMUNITY INITIATIVES AND PROGRAMS THAT ARE DEDICATED TO IMPROVING THE LIVES OF ALL WE SERVE. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4 | REALIZING OUR MISSION FOR OVER FIFTY YEARS, QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) HAS BEEN A VITAL RESOURCE AND INTEGRAL PART OF THE NAPA VALLEY COMMUNITY. A FULL-SERVICE ACUTE CARE 191 BED MEDICAL CENTER, QUEEN OF THE VALLEY EMPLOYS APPROXIMATELY 1,520 EMPLOYEES AND IS ONE OF THE LARGEST EMPLOYERS IN THE NAPA COUNTY REGION. THE MEDICAL CENTER IS LOCATED WITHIN THE CITY AND COUNTY OF NAPA, AND IS THE MAJOR DIAGNOSTIC AND THERAPEUTIC MEDICAL CENTER FOR NAPA COUNTY AND THE SURROUNDING REGION. KEY MEDICAL CENTER SERVICES INCLUDE A CHILDREN'S MOBILE DENTAL CLINIC, A COMMUNITY CANCER CENTER ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS (ACOS) WITH COMMENDATIONS, ACCREDITED IN RADIATION AND ONCOLOGY BY THE AMERICAN COLLEGE OF RADIOLOGY (ACR) AND THE AMERICAN SOCIETY FOR RADIATION ONCOLOGY (ASTRO). THE QUEEN'S RADIATION ONCOLOGY PROGRAM IS ONE OF ONLY SEVEN PROGRAMS IN THE STATE OF CALIFORNIA TO HAVE RECEIVED THIS LEVEL OF ACCREDITATION. THE QUEEN ALSO SUPPORTS A REGIONAL HEART CENTER, ROBOTIC AND MINIMALLY INVASIVE SURGERY CENTER, ACUTE REHABILITATION CENTER, NAPA COUNTY'S ONLY LEVEL III EMERGENCY TRAUMA CENTER, WOMEN'S HEALTH CENTER, AND THE AREA'S ONLY NEONATAL INTENSIVE CARE UNIT. THE QUEEN IS COMMITTED TO COMMUNITY WELLNESS AND IS ONE OF THE FIRST ACUTE CARE PROVIDERS TO SUCCESSFULLY DEVELOP AND IMPLEMENT A MEDICAL FITNESS MODEL COMMUNITY WELLNESS CENTER ON THE MEDICAL CENTER'S CAMPUS. QUEEN OF THE VALLEY MEDICAL CENTER, A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. TODAY THE ST. JOSEPH HEALTH SYSTEM IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY AND ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. OUR MISSION IS REALIZED THROUGH THE DELIVERY OF QUALITY IN-PATIENT AND OUT-PATIENT SERVICES, AND FOCUSED COMMUNITY INITIATIVES AND PROGRAMS THAT ARE DEDICATED TO IMPROVING THE LIVES OF ALL WE SERVE. THREE MISSION OUTCOMES QUEEN OF THE VALLEY MEDICAL CENTER IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. THE CARE NETWORK SERVES LOW-INCOME, UNINSURED OR UNDERINSURED PATIENTS. THIS TEAM OF NURSES AND SOCIAL WORKERS HELP INDIVIDUALS WITH CHRONIC CONDITION BETTER MANAGE THEIR HEALTH NEEDS, AT NO OUT OF POCKET EXPENSE. "JOHN" IS A SINGLE LATINO MALE, AGE 53 WHO PRESENTED TO THE EMERGENCY ROOM WITH ABDOMINAL PAIN WAS FOUND TO HAVE A LARGE MALIGNANT TUMOR WHICH WAS INVADING HIS BLADDER. AN EMERGENCY COLOSTOMY WAS PERFORMED. JOHN WAS UNPREPARED FOR THIS DIAGNOSIS. HE HAD TO STOP WORKING, HAD NO HEALTH INSURANCE, AND DID NOT HAVE A STRONG SOCIAL SUPPORT SYSTEM. AN EMERGENCY COUNTY MEDICAL SERVICE PROGRAM (CMSP) APPLICATION WAS STARTED DURING HIS INPATIENT STAY. THE CARE NETWORK (CN) REGISTERED NURSE (RN) AND SOCIAL WORKER (SW) MET WITH JOHN DURING HIS HOSPITAL STAY AND ASSURED HIM HE WOULD HAVE SUPPORT AT HOME. HE MOVED IN WITH RELATIVES AFTER HE WAS DISCHARGED AND THE QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) FUNDED HOME HEALTH VISITS TO ASSIST WITH HIS COLOSTOMY MANAGEMENT WHILE THE CARE NETWORK RN FOCUSED ON PAIN MANAGEMENT. NOT ALL OF JOHN'S MEDICATIONS WERE COVERED THROUGH HIS EMERGENCY MEDI-CAL INSURANCE, SO CARE NETWORK FUNDED AND PURCHASED HIS UNCOVERED MEDICATIONS TO ENSURE HE WOULD BE ABLE TO HAVE ACCESS. AT SUBSEQUENT HOME VISITS QVMC CARE NETWORK FUNDING WAS USED TO SUPPLY JOHN WITH ADULT DIAPERS AND COLOSTOMY SUPPLIES. THE CARE NETWORK NURSE SET UP A PLAN FOR ONGOING FREE COLOSTOMY SAMPLES FROM THE VENDOR. OUR SOCIAL WORKER HELPED HIM COMPLETE A STATE DISABILITY INSURANCE (SDI) APPLICATION, BROUGHT IT TO HIS DOCTOR'S OFFICE, AND MAILED IT TO SDI SO THAT JOHN WOULD HAVE INCOME. FOOD CARDS WERE PROVIDED TO COVER SOME FOOD EXPENSES DUE TO LACK OF INCOME. JOHN WAS ALSO LINKED TO OUR LOCAL FOOD RESOURCES, SUCH AS MEALS ON WHEELS. HE RECEIVED SUPPORT FROM OUR COMMUNITY CARE AIDE FOR LANGUAGE INTERPRETING AND OTHER SUPPORTIVE SERVICES. ONGOING ASSISTANCE WAS PROVIDED FOR COUNTY MEDICAL SERVICE PROGRAM (CMSP) RE-APPLICATION, AS IT EXPIRED EVERY 2 MONTHS. IN ADDITION, JOHN ATTENDED OUR FREE ONCOLOGY CLINIC WHILE RECEIVING CHEMOTHERAPY AT QVMC. THE REGISTERED NURSE COORDINATED HIS CARE WITH RADIATION THERAPY AND ASSISTED WITH A REFERRAL TO CANCER WELLNESS REHABILITATION FOR STRENGTHENING AND PHYSICAL THERAPY TO HELP WITH A NERVE THAT WAS DAMAGED FROM THE TUMOR. WE ASSISTED JOHN IN COORDINATING TRANSPORTATION TO ALL OF HIS APPOINTMENTS. PRIOR TO HIS ILLNESS, HIS FORM OF TRANSPORTATION WAS HIS BICYCLE. IN ADDITION, DURING CASE MANAGEMENT, IT WAS IDENTIFIED THAT JOHN STRUGGLED WITH ALCOHOL DEPENDENCY. AS A RESULT HE WAS REFERRED TO OUR BEHAVIORAL HEALTH THERAPIST TO WORK ON ALCOHOL RECOVERY AND OTHER ISSUES TO SUPPORT HIS INDEPENDENCE, INCLUDING RETURNING TO WORK. HE ALSO RECEIVED HOME VISITS FROM OUR SPIRITUAL CARE STAFF TO ENCOURAGE AND SUPPORT HIM DURING THIS CHALLENGING TIME IN HIS LIFE. LATER, THE RN AND SW TEAM ASSISTED JOHN BY COORDINATING HIS SURGERY FOR THE COLOSTOMY REVERSAL. THEY ASSISTED HIM WITH THE QVMC FINANCIAL AID APPLICATION FOR A PET CT SCAN WHICH REVEALED HE WAS A GOOD CANDIDATE FOR THE SURGERY. THERE WERE FURTHER TALKS WITH THE HOSPITAL SURGICALIST AND OTHERS INVOLVED, AND JOHN'S COLOSTOMY REVERSAL WAS A SUCCESS. JOHN CONTINUES TO ATTEND THE WELLNESS CENTER TO RECEIVE MONITORED EXERCISE PROGRAMS AND PHYSICAL THERAPY THROUGH A SCHOLARSHIP THAT CARE NETWORK HELPED HIM APPLY FOR. HE CONTINUES TO IMPROVE IN HIS MOBILITY AND FUNCTION. OUR SW WORKED WITH THE EAGLE CYCLING CLUB TO GET JOHN A DONATED REFURBISHED BICYCLE, HELMET AND LOCK AS HE HAD SOLD HIS WHEN HE HAD NO INCOME. THIS SERIES OF SUPPORTIVE INTERVENTIONS EXEMPLIFIES THE INDIVIDUAL "TOUCH" AND SACRED ENCOUNTER PROVIDED TO THE MOST VULNERABLE CHRONICALLY ILL IN NAPA COUNTY THROUGH THIS PROGRAM. |
| ALL PATIENTS WILL RECEIVE PERFECT CARE. | IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. AN IMPORTANT COMPONENT OF QVMC MOBILE DENTAL SERVICES INCLUDES ORAL HEALTH EDUCATION AIMED AT EMPOWERING PARENTS AND CHILDREN TO IMPROVE AND MAINTAIN ORAL HEALTH. WITH EACH VISIT, A CHILD'S HEALTH HISTORY IS UPDATED AND EDUCATION IS TAILORED TO MEET THE PATIENTS' NEEDS. DENTAL HEALTH DATA OF OVER 450 NEW PATIENTS DEMONSTRATE THAT 94% IMPROVED THEIR ORAL HEALTH AND 86% HAD A DECREASE IN CARIES AT THE 6-MONTH RECALL VISIT. IN ADDITION TO EDUCATION, QVMC ALSO ENHANCED OUR SEDATION DENTISTRY PROGRAM. LOW-INCOME NAPA COUNTY CHILDREN REQUIRING EXTENSIVE ORAL TREATMENT HAD NO ACCESS TO SEDATION DENTISTRY. IN RESPONSE TO THIS IDENTIFIED GAP IN ACCESS, IN COLLABORATION WITH LOCAL PEDIATRICIANS AND QVMC, A COMMUNITY BENEFIT PROGRAM EXTENDING ACCESS TO SEDATION DENTISTRY WITHIN QVMC WAS DEVELOPED. THIS YEAR 26 LOW-INCOME CHILDREN RECEIVED ACCESS TO SEDATION DENTISTRY AT QVMC, DECREASING THE STRESS AND TRAUMA OF EXTENSIVE ORAL TREATMENT WITHOUT SEDATION, AND RECEIVING THIS SERVICE WITHIN THEIR OWN COMMUNITY. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. CHILDHOOD OBESITY IN THE UNITED STATES HAS MORE THAN TRIPLED IN THE PAST THIRTY YEARS, AND CARRIES BOTH IMMEDIATE AND LONG-TERM HEALTH IMPACTS. CHILDREN AND ADOLESCENTS WHO ARE OBESE ARE AT GREATER RISK FOR BONE AND JOINT PROBLEMS, SLEEP APNEA, AND ARE MORE LIKELY THAN NORMAL WEIGHT PEERS TO BE TEASED AND STIGMATIZED WHICH CAN LEAD TO POOR SELF-ESTEEM. MOREOVER, OBESE YOUTH ARE MORE LIKELY TO HAVE RISK FACTORS FOR CARDIOVASCULAR DISEASE, SUCH AS HIGH CHOLESTEROL OR HIGH BLOOD PRESSURE. OVERWEIGHT AND OBESE YOUTH ARE MORE LIKELY THAN NORMAL WEIGHT PEERS TO BE OVERWEIGHT OR OBESE ADULTS AND ARE THEREFORE AT RISK FOR THE ASSOCIATED ADULT HEALTH PROBLEMS, INCLUDING HEART DISEASE, TYPE 2 DIABETES, STROKE, SEVERAL TYPES OF CANCER, AND OSTEOARTHRITIS. IN NAPA COUNTY, IN 2009 THE PERCENTAGE OF CHILDREN AGED 2-4 LIVING IN HOUSEHOLDS WITH AN INCOME LESS THAN 200% OF THE FEDERAL POVERTY LEVEL WERE OBESE WITH BMI'S ABOVE 95TH PERCENTILE (NAPAHEALTHMATTERS.ORG). IN AN EFFORT TO ADDRESS THIS CRITICAL HEALTH ISSUE, ST. JOSEPH HEALTH SYSTEM ADOPTED A HEALTH SYSTEM WIDE, SCHOOL-BASED CHILDHOOD OBESITY PREVENTION PROGRAM TITLED "HEALTHY FOR LIFE". QUEEN OF THE VALLEY MEDICAL CENTER'S "HEALTHY FOR LIFE" SCHOOL-BASED INITIATIVE SUCCESSFULLY EXPANDED FROM 5 SCHOOLS IN FY 10 TO 11 ENGAGED NAPA COUNTY SCHOOLS IN FY 11. TO ACCOMMODATE THIS EXPANSION, 22 SCHOOL DISTRICT PHYSICAL EDUCATION (PE) TEACHERS RECEIVED A FULL DAY OF HEALTHY FOR LIFE TRAINING TO INCORPORATE THIS CURRICULUM INTO PE CLASSES. PARTICIPATING SCHOOLS RECEIVE A DONATION OF FITNESS EQUIPMENT FOR STUDENT USE. IN ADDITION, QVMC'S MEDICAL FITNESS CENTER CONTRIBUTES A RICH VARIETY OF RESOURCES TO THE HEALTHY FOR LIFE PROGRAM INCLUDING A REGISTERED DIETICIAN AND EXERCISE INSTRUCTORS. CLASSES INCLUDE EDUCATION REGARDING NUTRITION AND HEALTHY LIFESTYLE BEHAVIORS AS WELL AS FUN, ENERGETIC CLASSES SUCH AS KICK BOXING, ZUMBA DANCING, AND CIRCUIT TRAINING. 260 STUDENTS COMPLETED DATA COLLECTION (BEGINNING OF SCHOOL YEAR AND END OF SCHOOL YEAR ASSESSMENTS). OF 260 STUDENTS PARTICIPATING IN DATA COLLECTION, 17% WERE IDENTIFIED WITH UNDIAGNOSED ACANTHOSIS NIGRICANS (SKIN RASH INDICATING HIGH RISK FOR DIABETES), 14% WERE IDENTIFIED WITH HIGH BLOOD PRESSURE, AND 27% FELL INTO THE CLINICALLY OBESE CATEGORY WITH A BODY MASS INDEX (BMI) OF GREATER THAN THE 95TH PERCENTILE. ALL STUDENTS IDENTIFIED WITH THESE HEALTH FINDINGS WERE PROVIDED PHYSICIAN TO PHYSICIAN REFERRAL AND FOLLOW UP TO ENSURE MEDICAL ATTENTION. OF THE STUDENT PARTICIPANTS THAT HAD A BMI OF GREATER THAN THE 95TH PERCENTILE (OBESE), TWO PERCENT DEMONSTRATED A REDUCTION IN THEIR BMI BY THE END OF THE SCHOOL YEAR. HEALTHY FOR LIFE STRIVES TO EMPOWER YOUTH AND THEIR FAMILIES TO MAKE HEALTHY CHOICES RELATED TO DIET AND ACTIVITY. OF STUDENTS PARTICIPATING IN HEALTHY FOR LIFE 15% REPORTED AN INCREASE IN EXERCISING 6 OR MORE DAYS A WEEK, 9% REPORTED AN INCREASE IN CONSUMING FRUITS AND VEGETABLES 6 OR MORE DAYS A WEEK, AND 3.7% OF STUDENT PARTICIPANTS DECREASED THE NUMBER OF DAYS A WEEK THEY ATE "FAST FOOD." | |
| PROGRAM SERVICE ACCOMPLISHMENTS | WITHOUT ADEQUATE HEALTH INSURANCE, INCOME, AND SUPPORT, MANAGING A CHRONIC ILLNESS SUCH AS DIABETES OR HEART FAILURE CAN BE EXTREMELY COSTLY AND DIFFICULT. THE CARE NETWORK PROVIDES DISEASE MANAGEMENT, SOCIO-ECONOMIC AND BEHAVIORAL HEALTH INTERVENTIONS, AND PROMOTION OF DISEASE SELF- MANAGEMENT UTILIZING AN INTERDISCIPLINARY RN, SOCIAL WORK, BEHAVIORAL AND SPIRITUAL HEALTH APPROACH. IN FY 11, CARE NETWORK CLIENTS HAD A 77% DECREASE IN EMERGENCY ROOM VISITS, AND A 40% DECREASE IN HOSPITALIZATIONS, AND DEMONSTRATED AN OVERALL INCREASE IN QUALITY OF LIFE AS MEASURED THROUGH A VALIDATED SURVEY TOOL. TARGET POPULATION: LOW-INCOME, CHRONICALLY ILL NAPA COUNTY RESIDENTS, THEIR FAMILIES AND CAREGIVERS. GOAL: IMPROVE HEALTH OUTCOMES AND QUALITY OF LIFE FOR LOW-INCOME INDIVIDUALS WITH CHRONIC ILLNESS THROUGH PROVISION OF A HOLISTIC AND COMPREHENSIVE COMMUNITY BASED CHRONIC DISEASE MANAGEMENT APPROACH: DISEASE MANAGEMENT EDUCATION AND SUPPORT, MENTAL HEALTH SERVICES, SPIRITUAL SUPPORT, ACCESS TO MEDICALLY SUPERVISED EXERCISE, AND ASSISTANCE WITH MEDICATION, TRANSPORTATION AND OTHER SOCIAL SERVICE NEEDS. ACCOMPLISHMENTS: PROVIDED COMPREHENSIVE COMMUNITY BASED DISEASE MANAGEMENT SERVICES TO 375 CLIENTS. OF THESE 375, 57% (213) WERE NEWLY ENROLLED. ASIDE FROM ENROLLED CLIENTS, AN ADDITIONAL 236 NON-ENROLLED INDIVIDUALS SEEKING SOCIAL SERVICES RECEIVED BRIEF CASE MANAGEMENT AND SOCIAL SERVICE COUNSELING, FOR A TOTAL OF 611 INDIVIDUALS SERVED THROUGH THIS PROGRAM IN FY 11. OF THE 375 ENROLLED CLIENTS RECEIVING FULL PROGRAM SERVICES, THE AVERAGE MONTHLY EMERGENCY ROOM VISITS DECREASED BY 77%, AND AVERAGE MONTHLY HOSPITALIZATIONS DECREASED BY 40%. IN ADDITION TO RN DISEASE MANAGEMENT MONITORING AND EDUCATION, THESE CLIENTS RECEIVED ADVOCACY AND SUPPORT IN THE FOLLOWING AREAS: HEALTH INSURANCE ENROLLMENT (207 OCCASIONS), HOUSING (91 OCCASIONS), PHARMACEUTICAL (214 OCCASIONS), FOOD (314 OCCASIONS), AND TRANSPORTATION TO MEDICAL APPOINTMENTS (257 OCCASIONS). THROUGH CARE NETWORK SUPPORT, CLIENTS RECEIVED PERMANENT HOUSING, MONTHLY INCOME, HEALTH INSURANCE, FOOD SECURITY, AND A SOCIAL SUPPORT SYSTEM. IN ALIGNMENT WITH OUR MISSION "...TO ENHANCE THE HEALTH AND QUALITY OF LIFE OF THE PEOPLE IN THE COMMUNITIES WE SERVE", MEASURING QUALITY OF LIFE (QOL) FOR OUR CLIENTS IS OF SIGNIFICANT IMPORTANCE, YET A DIFFICULT QUALITATIVE MEASURE. USING A RECENTLY ADOPTED HEALTH SYSTEM WIDE COMMUNITY BENEFIT QUALITY IMPROVEMENT METHODOLOGY, ONE FY 11 PERFORMANCE IMPROVEMENT PROJECT AIMS AT ESTABLISHING A VALIDATED QOL MEASURE PROCESS. OF THE 77 CLIENTS COMPLETING THE NEWLY IMPLEMENTED QOL SURVEY PROCESS, 60% REPORT IMPROVED QOL. IN ADDITION, 93% OF SATISFACTION SURVEY RESPONDENTS REPORT AN INCREASED ABILITY TO MANAGE THEIR CHRONIC ILLNESS. SPECIALIZED CARE FOR PEOPLE WITH HIV/AIDS IS CRITICAL TO IMPROVING HEALTH OUTCOMES. QVMC COMMUNITY BENEFIT SUPPORTS A TWICE MONTHLY HIV CLINIC AT NAPA'S FQHC COMMUNITY HEALTH CLINIC OLE ACCESSING A SAN FRANCISCO BASED HIV/AIDS PHYSICIAN SPECIALIST. THE HIV CLINIC IS MANAGED AND STAFFED BY CARE NETWORK HIV RN AND SOCIAL WORK CASE MANAGERS, PROVIDING A MULTIDISCIPLINARY APPROACH TO THE HIV CLINIC VISIT. THIS YEAR 23 HIV CLINICS (83 CLINIC HOURS) PROVIDED 166 CLINIC VISITS. OF OUR 52 HIV CLINIC CLIENTS, 46 REQUIRED HIV MEDICATION TREATMENT AND MONITORING TO MANAGE THEIR HIV DISEASE AND PREVENT PROGRESSION TO AIDS. COUNTY MEDICAL SERVICES PROGRAM (CMSP) GRANT: AS A RECIPIENT OF A THREE YEAR CMSP LOCAL HEALTH CONNECTIONS GRANT, FY 11 BEGAN IMPLEMENTATION PHASE OF THIS PROJECT. THIS PROGRAM SERVES LOW-INCOME CMSP OR CMSP ELIGIBLE PERSONS WITH COMPLEX MEDICAL AND PSYCHOSOCIAL CONDITIONS. FOR THE THREE QUARTERS OF FY 11 THE PROGRAM WAS IMPLEMENTS, 69 CLIENTS WERE ENROLLED. OF THESE 69, 25 RECEIVED ONE OR MORE OF THE FOLLOWING BENEFITS: CMSP, QVMC FINANCIAL ASSISTANCE, MEDICAL, STATE DISABILITY, SSI, AND VETERANS AFFAIRS (VA) SERVICES. ALL RECEIVED COMPREHENSIVE DISEASE MANAGEMENT SERVICES AND CRITICAL COMMUNITY RESOURCE LINKAGES. MEDICAL FITNESS MONITORED EXERCISE PROGRAM: RECOGNIZING THE PHYSICAL AND MENTAL HEALTH BENEFITS OF INCREASED STRENGTH AND ENDURANCE, WE ESTABLISHED A PARTNERSHIP WITH QVMC'S MEDICAL FITNESS CENTER TO SPONSOR LOW-INCOME CHRONICALLY ILL CLIENTS THROUGH A SPECIALIZED MONITORED EXERCISE PROGRAM. THIS YEAR 50 CLIENTS RECEIVED MEDICAL FITNESS MEMBERSHIP SERVICES WITH A TOTAL OF 1,765 MONITORED VISITS. COMMUNITY CARE CONFERENCING: IN AN EFFORT TO IMPROVE SYSTEMS OF CARE THROUGH COORDINATION AND MONITORING AMONG KEY COMMUNITY PARTNERS, CARE NETWORK DEVELOPED AND IMPLEMENTED A MONTHLY COORDINATION OF CARE CONFERENCE; ENSURING PRIVACY AND CONFIDENTIALITY ARE MAINTAINED. THIS SUCCESSFUL PROGRAM COMPONENT INVOLVES 23 AGENCIES FROM THE PUBLIC AND PRIVATE SECTOR, AS NEEDED. ON A CASE BY CASE BASIS, AND INCLUDES EMS, POLICE, COUNTY HHS, COUNTY MENTAL HEALTH, FAMILY RESOURCE CENTERS, HOSPICE, AND KEY MINISTRY DEPARTMENTS. | |
| NAME: CHILDREN'S MOBILE DENTAL CLINIC | THE IMPORTANCE OF ORAL HEALTH IN THE CONTEXT OF OVERALL HEALTH AND QUALITY OF LIFE CANNOT BE UNDERSCORED. FOR CHILDREN, ORAL PAIN OR DISCOMFORT IMPACTS THE ABILITY TO CONCENTRATE IN SCHOOL, THE ABILITY TO EAT A HEALTHY DIET, AND CAN LEAD TO SERIOUS INFECTION AND OTHER MEDICAL PROBLEMS. IN LIGHT OF A COMMUNITY NEEDS ASSESSMENT INDICATING A NEED FOR ORAL HEALTH CARE FOR NAPA'S LOW-INCOME CHILDREN, QVMC IMPLEMENTED THE CHILDREN'S MOBILE DENTAL CLINIC IN 2005. TARGET POPULATION: LOW-INCOME, UNINSURED AND UNDER-INSURED CHILDREN GOAL: EXPAND ACCESS TO AFFORDABLE, QUALITY ORAL HEALTH SERVICES INCLUDING PREVENTIVE CARE AND EDUCATION TO LOW-INCOME CHILDREN IN NAPA COUNTY. GOAL: SERVICES INCLUDING PREVENTIVE CARE AND EDUCATION TO PREVENTIVE AND RESTORATIVE ORAL HEALTH SERVICES ACCOMPLISHMENTS: THE CHILDREN'S MOBILE DENTAL CLINIC PROVIDES COMPREHENSIVE DENTAL SERVICES TO MORE THAN 2,500 LOW-INCOME NAPA COUNTY CHILDREN, AN INCREASE OF 56% FROM FY 10 (FROM 1,600 TO 2,500 ACTIVE PATIENTS). THIS YEAR, IN RESPONSE TO A DEMONSTRATED COMMUNITY NEED, A NEW MOBILE DENTAL CLINIC WAS LAUNCHED, INCREASING THE NUMBER OF DENTAL CHAIRS FROM TWO TO THREE. IN ADDITION, THE NUMBER OF CLINIC SITES INCREASED FROM SIX TO NINE. WITH THESE ENHANCEMENTS, WE WERE ABLE TO DECREASE THE DELAY IN OUR RECALL VISITS FROM NINE MONTHS TO THE STANDARD SIX MONTHS WHILE ACCOMMODATING 904 NEW PATIENTS, AN INCREASE OF 63% FROM FY 10 (FROM 554 TO 904). FOR THE ACTIVE 2,500 CLINIC PATIENTS, MOBILE DENTAL SERVICES PROVIDED 4,189 CLINIC VISITS IN FY 11, AN AVERAGE OF NEARLY 350 A MONTH. SERVICES INCLUDE ORAL EXAMS, CLEANINGS, DENTAL SEALANTS, FLUORIDE VARNISH, EXTRACTIONS, SPACE MAINTAINERS, COMPOSITE (WHITE) FILLINGS, PULPOTOMIES, STAINLESS STEEL CROWNS (FOR PRIMARY/BABY TEETH), ROOT CANALS, WHITE CROWNS (FOR PERMANENT TEETH), SCALING AND ROOT PLANNING, AND PALLIATIVE (URGENT) VISITS. AN IMPORTANT COMPONENT OF MOBILE DENTAL SERVICES INCLUDES ORAL HEALTH EDUCATION AIMED AT EMPOWERING PARENTS AND CHILDREN TO IMPROVE AND MAINTAIN ORAL HEALTH. WITH EACH VISIT, THE CHILD'S HEALTH HISTORY IS UPDATED AND EDUCATION IS TAILORED TO MEET THE PATIENTS' NEEDS. RANDOM AUDIT OF OVER 450 DENTAL RECORDS OF NEW CLINIC PATIENTS DEMONSTRATES 94% IMPROVEMENT IN ORAL HEALTH AT THE RECALL VISIT. THIS MEASURE CORRELATES WITH AN 86% DECREASE IN FILLINGS OR EXTRACTIONS RELATED TO TOOTH DECAY AMONG THESE RETURNING CHILDREN. THE MOBILE DENTAL TEAM INCORPORATES A COORDINATED SYSTEM OF CARE FOR MOBILE DENTAL CLINIC FAMILIES WITH SOCIAL SERVICE NEEDS THAT INCLUDES WELL ESTABLISHED REFERRAL PROCESSES TO APPROPRIATE COMMUNITY AGENCIES AS WELL AS SUPPORT FOR MORE DIFFICULT SITUATIONS THROUGH OUR ONSITE CERTIFIED APPLICATION ASSISTER. SEDATION DENTISTRY: LOW-INCOME NAPA COUNTY CHILDREN REQUIRING EXTENSIVE ORAL TREATMENT HAD NO ACCESS TO SEDATION DENTISTRY. IN RESPONSE TO THIS IDENTIFIED GAP IN ACCESS, IN COLLABORATION WITH LOCAL PEDIATRICIANS AND QVMC, A COMMUNITY BENEFIT EXTENDING ACCESS TO SEDATION DENTISTRY WITHIN QVMC WAS DEVELOPED IN FY 10. THIS YEAR 26 LOW-INCOME CHILDREN RECEIVED ACCESS TO SEDATION DENTISTRY AT QVMC (FROM 6 CHILDREN IN 2010), DECREASING THE STRESS AND TRAUMA OF EXTENSIVE ORAL TREATMENT WITHOUT SEDATION, AND RECEIVING THIS SERVICE WITHIN THEIR OWN COMMUNITY. ENDODONTIC: CHILDREN WHO REQUIRE ROOT CANALS ARE OFTEN IN PAIN WITH POTENTIAL NUTRITIONAL AND MEDICAL COMPLICATION IF TREATMENT IS NOT OBTAINED. THESE ENDODONTIC SERVICES (ROOT CANALS AND CROWNS) FOR PERMANENT TEETH ARE EXTREMELY COSTLY, SEVERELY LIMITING ACCESS FOR OUR LOW-INCOME FAMILIES. IN RESPONSE TO THIS GAP IN ACCESS TO ENDODONTIC CARE, OUR DENTIST RECEIVED TRAINING AND CERTIFICATION TO PROVIDE THIS CRITICAL SERVICE. THIS YEAR 12 CHILDREN RECEIVED ENDODONTIC TREATMENT FOR THEIR ADULT TEETH THROUGH OUR MOBILE DENTAL CLINIC. STATE REQUIRED PRE-SCHOOL ORAL HEALTH SCREENINGS: IN 2006, THE STATE OF CALIFORNIA PASSED LEGISLATION (ASSEMBLY BILL 1433 (EMMERSON/LAIRD)) REQUIRING THAT CHILDREN HAVE A DENTAL CHECK-UP BY MAY 31 OF THEIR FIRST YEAR IN PUBLIC SCHOOL, AT KINDERGARTEN OR FIRST GRADE. QUEEN OF THE VALLEY MEDICAL CENTER MOBILE DENTAL CLINIC RECOGNIZES THE NEED TO PARTNER WITH LOCAL ORGANIZATIONS TO SUPPORT PARENTS TO MEET THIS REQUIREMENT. IN PARTNERSHIP WITH NAPA COUNTY CHILD START PROGRAMS, OUR MOBILE DENTAL TEAM COMPLETED A TOTAL OF 103 ORAL HEALTH EXAMINATIONS TO PRE-SCHOOL CHILDREN IN 4 SEPARATE LOCATIONS. FOR THE MANY PRE-SCHOOL CHILDREN WHO DID NOT HAVE A DENTAL HOME AND/OR NEEDED TREATMENT FOR IDENTIFIED CAVITIES DURING THE SCREENING, ON SITE LINKAGE TO CARE AND SERVICES WAS PROVIDED. NAME: BILINGUAL COMMUNITY HEALTH EDUCATION AND COUNSELING QVMC OFFERS BILINGUAL COMMUNITY HEALTH EDUCATION TO IMPROVE HEALTH LITERACY AND KNOWLEDGE AMONG UNDERSERVED LATINOS, PROVIDE MATERNAL HEALTH EDUCATION FOR THE BROADER COMMUNITY, AND PROVIDE POST PARTUM DEPRESSION SCREENING AND SERVICES. KEY PARTNERS: COMMUNITY HEALTH CLINIC OLE (FQHC), SYNERGY MEDICAL FITNESS CENTER, EVEN START, NEW BEGINNINGS, NAPA VALLEY COMMUNITY HOUSING, VON BRANDT COMMUNITY CENTER, PUERTAS ABIERTAS COMMUNITY CENTER, COPE FAMILY RESOURCE CENTER, PARENTS CAN FAMILY RESOURCE CENTER FOR CHILDREN WITH DISABILITIES, LOCAL PEDIATRICIAN AND OBSTETRICIAN PROVIDERS, COMMUNITY HOUSING CENTERS, COMMUNITY RESOURCE CENTERS, HEAD STARTS, SCHOOLS OR OTHER ESTABLISHED PROGRAMS. ACCOMPLISHMENTS: QVMC COMMUNITY OUTREACH OFFERS BILINGUAL COMMUNITY HEALTH EDUCATION AT 19 DIFFERENT LOCATIONS SPANNING ALL OF NAPA COUNTY. OUR PARTNERSHIP WITH THE COMMUNITY LENDS TO CONSISTENT PRESENTATIONS THROUGHOUT KEY COMMUNITY LOCATIONS. GENERAL COMMUNITY HEALTH EDUCATION INCLUDES 12 CLASS CURRICULUMS REGARDING PREVENTION AND HEALTHY LIFESTYLE; H1N1 PREVENTION, NUTRITION, ASTHMA, DIABETES, OBESITY, HEART DISEASE, DEPRESSION, TURN OFF TV (ACTIVE LIFESTYLE), COMPUTER SAFETY FOR CHILDREN (PARENTAL CONTROL PROGRAM), DENTAL HEALTH AND HOME SAFETY FOR CHILDREN. EDUCATION INCLUDES NAVIGATION OF COMMUNITY RESOURCES AND ACCESS TO CARE AND SERVICES. THIS YEAR, 137 OFF SITE SPANISH LANGUAGE COMMUNITY HEALTH CLASSES WERE TAUGHT, AND PARTICIPANT CONTACTS TOTALED 1,940 WITH AN AVERAGE 40% INCREASE IN PARTICIPANT KNOWLEDGE MEASURED BY PRE/POST TESTING. PERINATAL SPECIFIC EDUCATION OFFERS 17 DIFFERENT PERINATAL EDUCATION CLASSES FOR NAPA COUNTY WOMEN AND THEIR FAMILIES REGARDLESS OF INCOME OR INSURANCE STATUS. CLASSES INCLUDE A VARIETY OF CHILDBIRTH PREPARATION, LABOR PAIN MANAGEMENT, BREASTFEEDING, SIBLING PREPARATION, NEWBORN CARE, BOOT CAMP FOR DADS, FITNESS FOR TWO, PRE AND POSTNATAL EXERCISE, PRENATAL WATER AEROBICS, HOME AND CAR SEAT SAFETY, AND INFANT MASSAGE. OUTREACH TO LOW-INCOME AND SPANISH SPEAKING RESIDENTS INVOLVES OFFERING OFF-SITE CLASSES AT LOCATIONS CONVENIENT FOR FAMILIES, IN ADDITION TO OUR ONSITE CLASSES. IN FY 11, A TOTAL OF 383 PERINATAL CLASSES WERE OFFERED, 77 OF THESE AT OFFSITE LOCATIONS, AND 66 TAUGHT IN SPANISH. A TOTAL OF OVER 5,128 PARTICIPANT CONTACTS WERE SERVED (COMPARED TO 4,000 FY 10) WITH 100% OF PARTICIPANTS REPORTING INCREASED KNOWLEDGE OF CLASS CONTENT. BILINGUAL COMMUNITY HEALTH, WELLNESS AND PREVENTION EDUCATION IS OFFERED THROUGH CLASSES AS WELL AS REGIONAL SPANISH TV AND RADIO STATIONS ON A REGULAR BASIS. IN ADDITION TO EDUCATION, THE PERINATAL EMOTIONAL WELLNESS PROGRAM OFFERS COMMUNITY OBSTETRICIANS, PEDIATRICIANS, AND OTHER COMMUNITY ORGANIZATIONS A SINGLE REFERRAL POINT TO QVMC COMMUNITY OUTREACH FOR MOTHERS EXPERIENCING SYMPTOMS OF POST PARTUM DEPRESSION. PROVIDERS SCREENED 1,054 WOMEN FOR DEPRESSION. OUR MENTAL HEALTH THERAPIST PROVIDED 247 COUNSELING VISITS FOR 104 WOMEN EXPERIENCING POST PARTUM DEPRESSION. IN ADDITION TO THE CLIENT (MOTHER'S) VISITS, THERAPY MAY INCLUDE THE SPOUSE, SIGNIFICANT OTHER, CAREGIVER, OR FAMILY MEMBER. THIS PROGRAM ENSURES A SEAMLESS CONTINUUM OF CARE SHOULD MORE INTENSIVE PSYCHIATRIC OR SUBSTANCE ABUSE INTERVENTION BE REQUIRED. ALL (100%) OF QVMC OBSTETRIC AND PEDIATRIC PROVIDERS PARTICIPATE IN THE POSTPARTUM DEPRESSION SCREENING AND REFERRAL PROCESS THROUGH QVMC COMMUNITY OUTREACH. REFERRALS ARE RECEIVED FROM THE EMERGENCY DEPARTMENT, HEALTH CARE PROVIDERS, AND OTHER COMMUNITY AGENCIES. FOR MORE INFORMATION ABOUT QUEEN OF THE VALLEY MEDICAL CENTER, PLEASE VISIT WWW.THEQUEEN.ORG. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJOE.ORG. | |
| DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, LINE 6 | ST JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF QUEEN OF THE VALLEY MEDICAL CENTER. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, LINE 7A | QUEEN OF THE VALLEY MEDICAL CENTER HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE QUEEN OF THE VALLEY MEDICAL CENTER BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE QUEEN OF THE VALLEY MEDICAL CENTER BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. |
| DESCR CLASSES OF PERSON, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, LINE 7B | THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE APRIL 2012 MEETING. DURING THE FINANCE, AUDIT & COMPLIANCE COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE, AUDIT & COMPLIANCE COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING. |
| ADOPTION OF THE CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12 | THE CONFLICT OF INTEREST POLICY WAS DEVELOPED BY ST. JOSEPH HEALTH SYSTEM AND IMPLEMENTED BY QUEEN OF THE VALLEY MEDICAL CENTER. IT WAS ADOPTED ON 2/24/2012 BY THE QUEEN OF THE VALLEY MEDICAL CENTER BOARD AND FINANCE COMMITTEE. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE QUEEN OF THE VALLEY MEDICAL CENTER. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE'S FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. |
| ADOPTION OF WHISTLEBLOWER POLICY | FORM 990, PART VI, LINE 13 | THE WHISTLEBLOWER POLICY WAS DEVELOPED BY ST. JOSEPH HEALTH SYSTEM AND IMPLEMENTED BY QUEEN OF THE VALLEY MEDICAL CENTER. IT WAS ADOPTED ON 2/24/2012 BY THE QUEEN OF THE VALLEY MEDICAL CENTER BOARD AND FINANCE COMMITTEE. |
| ADOPTION OF DOCUMENT RETENTION POLICIES AND PROCEDURES | FORM 990, PART VI, LINE 14 | THE DOCUMENT RETENTION AND DESTRUCTION POLICY WAS DEVELOPED BY ST. JOSEPH HEALTH SYSTEM AND IMPLEMENTED BY QUEEN OF THE VALLEY MEDICAL CENTER. IT WAS ADOPTED ON 2/24/2012 BY THE QUEEN OF THE VALLEY MEDICAL CENTER BOARD FINANCE COMMITTEE. |
| OFFICES & POSITION OR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, LINES 15A AND 15B | THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT AND FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET FOUR TIMES A YEAR AND ALL CRITICAL DECISIONS ARE MADE DURING THE WORKLIFE COMMITTEE MEETINGS OR IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN SEPTEMBER 2011. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. |
| HOURS DEVOTED TO RELATED ORGANIZATIONS | FORM 990, PART VII | DARRIN MONTALVO SERVES ON THE QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) AND HERITAGE HEALTH FOUNDATION (HHF) BOARD OF DIRECTORS. HE IS ALSO THE CHIEF FINANCIAL OFFICER OF THE TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM (SJHS). HE DEVOTES 2 HOURS PER WEEK TO QVMC, 10 HOURS PER WEEK TO HHF AND 50 HOURS PER WEEK TO SJHS. SISTER MARIAN SCHUBERT IS VP OF MISSION INTEGRATION FOR QVMC, AS WELL AS A TRUSTEE ON THE BOARD OF ST. JOSEPH HEALTH SYSTEM OF EUREKA (SJE) AND REDWOOD MEMORIAL HOSPITAL (RMH). SHE DEVOTES 50 HOURS PER WEEK TO QVMC AND 2 HOURS PER WEEK TO SJE AND RMH. SISTER MARY BERNADETTE MCNULTY SERVES ON THE QVMC AND SJHS BOARD OF DIRECTORS. SHE DEVOTES 2 HOURS PER WEEK TO QVMC AND 4 HOURS PER WEEK TO SJHS. DONALD MILLER IS THE VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER OF QVMC, AS WELL AS A TRUSTEE ON THE BOARD OF ST. JOSEPH HOME CARE NETWORK (SJHCN). HE DEVOTES 50 HOURS PER WEEK TO QVMC AND 2 HOURS PER WEEK TO SJHCN. WALTER MICKENS IS THE EXECUTIVE VICE PRESIDENT/CHIEF OPERATING OFFICER OF QVMC, AS WELL AS THE CHAIRMAN OF THE BOARD OF SJHCN. HE DEVOTES 50 HOURS PER WEEK TO QVMC AND 5 HOURS PER WEEK TO SJHCN. ROBERT DIEHL IS THE VP OF QUALITY AND STRATEGIC SERVICES FOR QVMC AND IS ALSO A TRUSTEE ON THE BOARD OF SJHCN. HE ALSO WORKED PART OF THE YEAR FOR ST. MARY MEDICAL CENTER (SMMC) AS VICE PRESIDENT OF PLANNING. HE DEVOTES 50 HOURS PER WEEK TO QVMC, 2 HOURS PER WEEK TO SJHCN AND DEVOTED 50 HOURS PER WEEK TO SMMC WHEN EMPLOYED AT SMMC. |
| OTHER CHANGES IN NET ASSETS/FUND BALANCES | FORM 990, PART XI, LINE 5 | UNREALIZED GAINS $8,295,634 EQUITY TRANSFER TO SJHS $3,526,461 EQUITY TRANSFER FROM HERITAGE HEALTH FDN ($2,439,405) RETIREMENT OBLIGATION-ASBESTOS $ 728,036 PPE EQUITY TRANSFER $ 450,000 PY CONTRIBUTIONS EXPENDED THRU B/S ACCTS ($ 685,003) PRIOR PERIOD ADJUSTMENT ($ 7,000) ROUNDING $ 1,446 ---------- TOTAL $9,870,169 |
| OVERSIGHT OF SELECTION PROCESS | FORM 990, PART XII, LINE 2C | THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVES THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
| 409A DOCUMENT CORRECTION UNDER VI.B, VII.C & XI.A OF IRS NOTICE 2010-06 | DOCUMENT DEFECTS | 1) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: NOT APPLICABLE. 2) THE 409A FAILURE OCCURRED WITH RESPECT TO THE ST. JOSEPH HEALTH SYSTEM 457(F) PLAN ("PLAN"). 3) THE 409A PLAN FAILURES ARE ELIGIBLE FOR CORRECTION UNDER THE TERMS OF VI.B, VII.C AND XI.A OF IRS NOTICE 2010-6. THE EMPLOYER HAS TAKEN ALL ACTIONS REQUIRED BEFORE DECEMBER 31, 2010, AND OTHERWISE MET ALL REQUIREMENTS FOR SUCH CORRECTION. NO PARTICIPANT IS REQUIRED TO REPAY ANY AMOUNT TO THE PLAN IN A SUBSEQUENT TAX YEAR, NOR IS ANY AMOUNT REQUIRED TO BE INCLUDED IN INCOME UNDER 409A AS PART OF THE CORRECTION. THE CORRECTIVE AMENDMENT WAS SIGNED ON OCTOBER 6, 2010. THE DATE OF THE EVENT CAUSING THE AFFECTED PARTICIPANT TO INCLUDE HIS PLAN ACCOUNT IN GROSS INCOME WAS HIS VOLUNTARY TERMINATION DATE. 4) DESCRIPTION OF EACH FAILURE: THIS EMPLOYER DID NOT HAVE ANY EMPLOYEES WHO VOLUNTARILY TERMINATED AND WERE DUE A DISTRIBUTION. THEREFORE, NO EMPLOYEE WAS AFFECTED BY THIS DEFECT IN THE PLAN'S WRITTEN TERMS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CAMINO HEALTH CENTER | |||||||||
| 30300 CAMINO CAPISTRANO | SAN JUAN CAPISTRANO | CA | 92675 | 330574214 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC |
| COVENANT HEALTH PARTNERS | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11, I | CHS |
| COVENANT HEALTH SYSTEM | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS |
| COVENANT HEALTH SYSTEM FOUNDATION | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| COVENANT MEDICAL GROUP | |||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| HOME CARE PARTNERS | |||||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 680318656 | INACTIVE | CA | 501(C)(3) | 3 | SRMH |
| HOSPICE OF LUBBOCK | |||||||||
| 1102 SLIDE ROAD | LUBBOCK | TX | 79414 | 752133781 | HEALTHCARE | TX | 501(C)(3) | 9 | CHS |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752220963 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| METHODIST CHILDREN'S HOSPITAL | |||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| METHODIST HOSPITAL LEVELLAND | |||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| METHODIST HOSPITAL PLAINVIEW | |||||||||
| 2601 DIMMITT ROAD | PLAINVIEW | TX | 79072 | 752426010 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| MISSION HOSPITAL REG MED CTR FDN | |||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 330406118 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| REDWOOD MEMORIAL FOUNDATION | |||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 942779313 | FOUNDATION | CA | 501(C)(3) | 7 | RMH |
| REDWOOD MEMORIAL HOSPITAL | |||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| SISTERS OF ST JOSEPH OF ORANGE | |||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA |
| SRM ALLIANCE HOSPITAL SERVICES | |||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | HEALTHCARE | CA | 501(C)(3) | 3 | SRMH |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | |||||||||
| PO BOX 552 | SANTA ROSA | CA | 95405 | 680338070 | INACTIVE | CA | 501(C)(3) | 11, I | SRMH |
| ST JOSEPH HEALTH MINISTRY | |||||||||
| 500 S MAIN STREET SUITE 400 | ORANGE | CA | 92868 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | SSJO |
| ST JOSEPH HEALTH SYSTEM | |||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJHM |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |||||||||
| 500 S MAIN STREET SUITE 1000 | ORANGE | CA | 92868 | 330143024 | HEALTHCARE | CA | 501(C)(3) | 7 | SJHS |
| ST JOSEPH HOME CARE NETWORK | |||||||||
| 170 PROFESSIONAL CENTER DR B | ROHNERT PARK | CA | 94928 | 680331084 | HEALTHCARE | CA | 501(C)(3) | 9 | SJHS |
| ST JOSEPH HOSPITAL OF EUREKA | |||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JUDE HOSPITAL YORBA LINDA | |||||||||
| 279 E IMPERIAL HWY 750 | FULLERTON | CA | 92835 | 330185031 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JUDE HOSPITAL INC | |||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | 951643325 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JUDE MEMORIAL FOUNDATION | |||||||||
| 1440 N HARBOR BLVD 200 | FULLERTON | CA | 92835 | 953607229 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJMC |
| ST MARY MEDICAL CENTER | |||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST MARY OF THE PLAINS HOSPITAL FDN | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 751653181 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| TALLER SAN JOSE | |||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92701 | 593816355 | WORKFORCE DEV | CA | 501(C)(3) | 2 | SSJO |
Form990 Schedule R Part III Form990ScheduleRPartIII (9 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HLTH SYS HOME HLTH | |||||||||
| HOME HEALTH | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| ST JOSEPH HLTH SYS HOME CARE | |||||||||
| HOME HEALTH | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| METHODIST DIAGNOSTIC IMAGING | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| SHA LLC | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| LUBBOCK SURGERY CENTER LTD | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| COVENANT LONG-TERM CARE LP | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| HERITAGE INVESTMENT GROUP | |||||||||
| INVESTMENT | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| MISSION AMBULATORY SURGICENTER | |||||||||
| HEALTHCARE SVCS | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| COMPREHENSIVE IMAGING PARTNERS | |||||||||
| HEALTHCARE SVCS | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN UNITY GROUP LTD | |||||||||||||||
| 58 PAR-LA-VILLE ROAD | HAMILTON HM HX | BD | CAPTIVE INSURANCE | BD | NA | C-CORP | 0 | 0 | 0.00000 | ||||||
| ST JOSEPH PROF SVCS ENTERPRISES INC | |||||||||||||||
| HEALTHCARE SVCS | NA | C-CORP | 0 | 0 | 0.00000 | 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 330155323 | CA | ||||
| MISSION VIEJO MEDICAL VENTURES | |||||||||||||||
| HEALTHCARE SVCS | NA | C-CORP | 0 | 0 | 0.00000 | 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330212905 | CA | ||||
| MISSION MEDICAL CENTER ASSOCIATION | |||||||||||||||
| HEALTHCARE SVCS | NA | C-CORP | 0 | 0 | 0.00000 | 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330201044 | CA | ||||
| ST JOSEPH YORBA PARK | |||||||||||||||
| INACTIVE | NA | C-CORP | 0 | 0 | 0.00000 | CA | |||||||||
| LUBBOCK METHODIST HOSPITAL SERVICES | |||||||||||||||
| HEALTHCARE SVCS | NA | C-CORP | 0 | 0 | 0.00000 | PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | TX | ||||
| LUBBOCK METHODIST HOSP PRACTICE MGMT | |||||||||||||||
| INACTIVE | NA | C-CORP | 0 | 0 | 0.00000 | 2107 OXFORD STREET SUITE 300 | LUBBOCK | TX | 79410 | 752578995 | TX | ||||
| ALLIANCE PHYSICIAN SERVICES | |||||||||||||||
| INACTIVE | NA | C-CORP | 0 | 0 | 0.00000 | CA | |||||||||
| 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 | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (46 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| B | 1563900 |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| C | 1320460 |
| SANTA ROSA MEMORIAL HOSPITAL | |
| O | 144899 |
| AMERICAN UNITY GROUP LTD | |
| Q | 786316 |
| CAMINO HEALTH CENTER | |
| 0 | |
| COVENANT HEALTH PARTNERS | |
| 0 | |
| COVENANT HEALTH SYSTEM | |
| 0 | |
| COVENANT HEALTH SYSTEM FOUNDATION | |
| 0 | |
| COVENANT MEDICAL GROUP | |
| 0 | |
| HOME CARE PARTNERS | |
| 0 | |
| HOSPICE OF LUBBOCK | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |
| 0 | |
| METHODIST CHILDREN'S HOSPITAL | |
| 0 | |
| METHODIST HOSPITAL LEVELLAND | |
| 0 | |
| METHODIST HOSPITAL PLAINVIEW | |
| 0 | |
| MISSION HOSPITAL REG MED CTR FDN | |
| 0 | |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| 0 | |
| REDWOOD MEMORIAL FOUNDATION | |
| 0 | |
| REDWOOD MEMORIAL HOSPITAL | |
| 0 | |
| SRM ALLIANCE HOSPITAL SERVICES | |
| 0 | |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | |
| 0 | |
| ST JOSEPH HOME CARE NETWORK | |
| 0 | |
| ST JOSEPH HOSPITAL OF EUREKA | |
| 0 | |
| ST JOSEPH HOSPITAL OF ORANGE | |
| 0 | |
| ST JUDE HOSPITAL YORBA LINDA | |
| 0 | |
| ST JUDE HOSPITAL INC | |
| 0 | |
| ST JUDE MEMORIAL FOUNDATION | |
| 0 | |
| ST MARY MEDICAL CENTER | |
| 0 | |
| ST MARY OF THE PLAINS HOSPITAL FOUNDATION | |
| 0 | |
| TALLER SAN JOSE | |
| 0 | |
| ST JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY | |
| 0 | |
| ST JOSEPH HEALTH SYSTEM HOME CARE SERVICES | |
| 0 | |
| METHODIST DIAGNOSTIC IMAGING | |
| 0 | |
| SHA LLC | |
| 0 | |
| LUBBOCK SURGERY CENTER LTD | |
| 0 | |
| COVENANT LONG-TERM CARE LP | |
| 0 | |
| HERITAGE INVESTMENT GROUP | |
| 0 | |
| MISSION AMBULATORY SURGICENTER | |
| 0 | |
| COMPREHENSIVE IMAGING PARTNERS OF OC LLC | |
| 0 | |
| ST JOSEPH PROF SVCS ENTERPRISES INC | |
| 0 | |
| ALLIANCE PHYSICIAN SERVICES | |
| 0 | |
| MISSION VIEJO MEDICAL VENTURES | |
| 0 | |
| MISSION MEDICAL CENTER ASSOCIATION | |
| 0 | |
| ST JOSEPH YORBA PARK | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL SERVICES | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL PRACTICE MGMT | |
| 0 | |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP | Identifier |
| Return Reference | SCHEDULE R, PART III | ReturnReference |
| Explanation | ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET STE. 1000 ORANGE, CA 92868 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362 MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100 ORANGE, CA 92868 | Explanation |