HOAG MEMORIAL HOSPITAL PRESBYTERIAN: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 95-1643327)
Tax period: 2010-10-01 to 2011-09-30
Filed: 2012-08-09
IRS object ID: 201212229349301196
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 K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-09T14:27:18-05:00	Timestamp
Tax Period End Date	2011-09-30	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	2010-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	951643327	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HOAG MEMORIAL HOSPITAL PRESBYTERIAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HOAG	NameControl
Phone	9497644411	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1
City	NEWPORT BEACH	City
State	CA	State
ZIP Code	926586100	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JENNIFER MITZNER	Name
Title	SVP AND CFO	Title
Date Signed	2012-08-07	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	RICHARD F AFABLE MD	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1
City	NEWPORT BEACH	City
State	CA	State
ZIP Code	926586100	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2075601388	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.HOAGHOSPITAL.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1944	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTH CARE SERVICES TO THE COMMUNITIES WE SERVE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	10	NbrIndependentVotingMembers
Total Nbr Employees	6461	TotalNbrEmployees
Total Nbr Volunteers	1400	TotalNbrVolunteers
Total Gross UBI	3857842	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	7247538	ContributionsGrantsPriorYear
Contributions Grants Current Year	29434564	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	766408017	ProgramServiceRevenuePriorYear
Program Service Revenue CY	773211956	ProgramServiceRevenueCY
Investment Income Prior Year	29359294	InvestmentIncomePriorYear
Investment Income Current Year	41200802	InvestmentIncomeCurrentYear
Other Revenue Prior Year	3464371	OtherRevenuePriorYear
Other Revenue Current Year	14178048	OtherRevenueCurrentYear
Total Revenue Prior Year	806479220	TotalRevenuePriorYear
Total Revenue Current Year	858025370	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	4710069	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	7475467	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	347178556	SalariesEtcPriorYear
Salaries Etc Current Year	392345261	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	412906889	OtherExpensePriorYear
Other Expenses Current Year	431194154	OtherExpensesCurrentYear
Total Expenses Prior Year	764795514	TotalExpensesPriorYear
Total Expenses Current Year	831014882	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	41683706	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	27010488	RevenuesLessExpensesCY
Total Assets BOY	2037017974	TotalAssetsBOY
Total Assets EOY	2103471586	TotalAssetsEOY
Total Liabilities BOY	745611558	TotalLiabilitiesBOY
Total Liabilities EOY	810378467	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1291406416	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1293093119	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTH CARE SERVICES TO THE COMMUNITIES WE SERVE.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	546680984	Expense
Grants	7475467	Grants
Revenue	785629303	Revenue
Description	PROVISION OF HEALTH CARE SERVICES - SEE SCHEDULE O	Description
Total Program Service Expense	546680984	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	true	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	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	true	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	768	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	6461	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	10	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	true	InvestmentInJointVenture
Written Policy Or Procedure	true	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JENNIFER MITZNER	NamePerson
Telephone Number	9497644411	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1
City	NEWPORT BEACH	City
State	CA	State
ZIP Code	926586100	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (31 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
STEPHEN JONES
CHAIR	3.0	X	X	0	0	0
ROBERT W EVANS
VICE-CHAIR	3.0	X	X	0	0	0
JOHN L BENNER
SECRETARY	3.0	X	X	0	0	0
DICK P ALLEN
BOARD MEMBER	3.0	X		0	0	0
ALLYSON M BROOKS MD
BOARD MEMBER	3.0	X		184373	0	0
WESTON G CHANDLER MD
BOARD MEMBER	3.0	X		0	0	0
JAKE EASTON III
BOARD MEMBER	3.0	X		20635	0	0
MAX W HAMPTON
BOARD MEMBER	3.0	X		0	0	0
JEFFREY H MARGOLIS
BOARD MEMBER	3.0	X		0	0	0
GARY S MCKITTERICK
BOARD MEMBER	3.0	X		0	0	0
RICHARD A NORLING
BOARD MEMBER	3.0	X		0	0	0
VIRGINIA UEBERROTH
BOARD MEMBER	3.0	X		0	0	0
YULUN WANG PHD
BOARD MEMBER	3.0	X		0	0	0
RICHARD M ORTWEIN
BOARD MEMBER	3.0	X		0	0	0
JAMES O ROLLANS
BOARD MEMBER (10/1/10-7/12/11)	3.0	X		0	0	0
DOUGLAS ZUSMAN MD
BOARD MEMBER	3.0	X		130	0	0
RICHARD F AFABLE MD
PRESIDENT & CEO / BOARD MEMBER	50.0	X	X	1011903	0	222216
ANN L TAYLOR
ASSISTANT SECRETARY	50.0		X	99863	0	15899
ROBERT BRAITHWAITE
SVP & CHIEF OPERATING OFFICER	50.0		X	486992	0	49046
JENNIFER MITZNER
SVP CORPORATE SERVICES & CFO	50.0		X	630470	0	72288
JACK COX MD
SVP & CHIEF QUALITY OFFICER	50.0			490797	0	135872	X
RICHARD MARTIN
SVP & CHIEF NURSING OFFICER	50.0			553956	0	65790	X
SANFORD SMITH
SVP REAL ESTATE & FACILITIES	50.0			438426	0	74153	X
TIMOTHY CL MOORE
SVP & CHIEF INFORMATION OFFCR	50.0			423425	0	41311	X
CYNTHIA H PERAZZO
SVP STRATEGIC & BUSINESS DVPMT	50.0			392968	0	34699	X
FLYNN ANDRIZZI
SVP	7.0			158067	0	8826	X
ROBERT TANCREDI
EXECUTIVE MEDICAL DIRECTOR COE	50.0			687576	0	15844		X
ROBERT DILLMAN
EXECUTIVE MEDICAL DIRECTOR	50.0			507557	0	33392		X
MICHAEL BRANT-ZAWADSKI
EXECUTIVE MEDICAL DIRECTOR COE	50.0			468388	0	28553		X
TERRI CAMMARANO
VP AND GENERAL COUNSEL	50.0			334665	0	38726		X
JAN BLUE
VP HUMAN RESOURCES	50.0			321313	0	25122		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	7211504	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	861737	TotalOtherCompensation
Number Individuals GT100 K	620	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
TAYLOR ASSOCIATES ARCHITECTS
2220 UNIVERSITY DR SUITE 200	NEWPORT BEACH	CA	92660	ARCHITECTURE	5319931
DELOITTE TOUCHE LLP
4022 SELLS DRIVE	HERMITAGE	TN	37076	CONSULTING	5114170
PACIFIC HOSPITALIST ASSOCIATES
510 SUPERIOR AVENUE SUITE 290	NEWPORT BEACH	CA	92663	MEDICAL	4355526
DELL RECEIVABLES LP
211 E 7TH ST SUITE 620	AUSTIN	TX	78701	COMPUTER SUPP/SRVCS	3163420
GG ORGANIZATION LTD
7670 WOODWAY SUITE 250	HOUSTON	TX	77063	COLLECTION AGENCY	2632642

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	113	NumberOfContractorsGT100K
Related Organizations	17197978	RelatedOrganizations
Government Grants	11932117	GovernmentGrants
All Other Contributions	304469	AllOtherContributions
Total Contributions	29434564	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
PATIENT SERVICES	622110	666561466	666561466
HMO CAPITATED PAYMENTS	622110	80426294	80426294
MOB RENTAL INCOME	531190	17216302	16173940	1042362
CAFETERIA SALES	722212	4269481	4269481
REFUNDS & REBATES	532299	2313721	2313721

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2424692	TotalRevenueColumn
Related Or Exempt Function Income	2424692	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	773211956	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	16433264	TotalRevenueColumn
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$16,433,264	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	34992	TotalRevenueColumn
Exclusion	$34,992	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

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

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1242166472	Securities
Other	142092	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1217511886	Securities
Other	64132	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	24654586	Securities
Other	77960	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	24732546	TotalRevenueColumn
Exclusion	$24,732,546	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

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

Net Income From Gaming NetIncomeFromGaming

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

Net Income Or Loss NetIncomeOrLoss

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

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
MISC - HOI SERVICES	561110	7842321	5339547	2502774
INCOME FROM PARTNERSHIPS / LLC'S	525990	3304217	3804755	-500538
CHILD CARE PROGRAM	624410	1447995			$1,447,995

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1583515	TotalRevenueColumn
Related Or Exempt Function Income	770271	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	813244	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Other Revenue	14178048	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	858025370	TotalRevenueColumn
Related Or Exempt Function Income	782084167	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	3857842	UnrelatedBusinessRevenue
Exclusion	$42,648,797	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	7471442	Total
Program Services	7471442	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	4025	Total
Program Services	4025	ProgramServices

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	5672484	Total
Program Services	542943	ProgramServices
Management And General	5129541	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	1231135	Total
Program Services	1231135	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	300558690	Total
Program Services	211177211	ProgramServices
Management And General	89381479	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	15099540	Total
Program Services	2701946	ProgramServices
Management And General	12397594	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	46966491	Total
Program Services	35845411	ProgramServices
Management And General	11121080	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	22816921	Total
Program Services	9608457	ProgramServices
Management And General	13208464	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2856471	Total
Management And General	2856471	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	558392	Total
Management And General	558392	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	4049062	Total
Management And General	4049062	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	90496879	Total
Program Services	55460670	ProgramServices
Management And General	35036209	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2860143	Total
Program Services	22170	ProgramServices
Management And General	2837973	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	127116890	Total
Program Services	116384042	ProgramServices
Management And General	10732848	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	8292964	Total
Program Services	1700	ProgramServices
Management And General	8291264	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	41518131	Total
Program Services	24565037	ProgramServices
Management And General	16953094	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	196580	Total
Program Services	37739	ProgramServices
Management And General	158841	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	647635	Total
Program Services	206562	ProgramServices
Management And General	441073	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	20449135	Total
Program Services	20244644	ProgramServices
Management And General	204491	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	66053054	Total
Program Services	29045054	ProgramServices
Management And General	37008000	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	5002915	Total
Program Services	3001749	ProgramServices
Management And General	2001166	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
QA CA HOSPITAL FEE	21736204	21736204
ALL OTHER EXPENSES	39359699	7392843	31966856

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	831014882	Total
Program Services	546680984	ProgramServices
Management And General	284333898	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	38826941	BOY
EOY	75464148	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	42547664	BOY
EOY	20107052	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	82467851	BOY
EOY	83626722	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	2500000	BOY
EOY	2532083	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	602963	BOY
EOY	1973182	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	3530280	BOY
EOY	4727452	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	9792052	BOY
EOY	17404294	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1395226676	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	538452312	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	837376490	BOY
EOY	856774364	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	700871089	BOY
EOY	627370209	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	250607000	BOY
EOY	322454839	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	42250329	BOY
EOY	47148454	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	1891950	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	23753365	BOY
EOY	43888787	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2037017974	BOY
EOY	2103471586	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	113515253	BOY
EOY	126175194	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	535566081	BOY
EOY	565433341	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	96530224	BOY
EOY	118769932	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	745611558	BOY
EOY	810378467	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1285897502	BOY
EOY	1285983530	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5508914	BOY
EOY	7109589	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1291406416	BOY
EOY	1293093119	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2037017974	BOY
EOY	2103471586	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	27010488	ReconcilationRevenueExpenses
Reconcilation Other Changes	-25323785	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	$55,147	OtherActivitiesAmount
Total Lobbying Expenditures IIB	55147	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	LOBBYING EFFORTS	Identifier
Return Reference	SCHEDULE C, PART II-B, LINE 1I	ReturnReference
Explanation	HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) PAYS DUES TO THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA. A PORTION OF THE DUES PAID BY HMHP ARE SPENT ON LOBBYING EFFORTS BY THE HOSPITAL ASSOCIATION. IN FY 2011, $55,147 WAS SPENT ON LOBBYING.	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	77330825	OtherCostOrOtherBasis
Book Value	77330825	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	750254518	OtherCostOrOtherBasis
Depreciation	240611181	Depreciation
Book Value	509643337	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	99824440	OtherCostOrOtherBasis
Depreciation	22008844	Depreciation
Book Value	77815596	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	416402143	OtherCostOrOtherBasis
Depreciation	275832287	Depreciation
Book Value	140569856	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	51414750	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	51414750	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	856774364	TotalOfBookValueLandBuildings
Financial Derivatives		FinancialDerivatives
Closely Held Equity Interests		CloselyHeldEquityInterests

Other Securities OtherSecurities (5 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
EQUITY COMMINGLED FUNDS	117411173	F
FIXED INC COMMINGLED FUNDS	35958855	F
HEDGE FUNDS	125039931	F
PRIVATE EQUITY	27724902	F
REAL ASSETS	16319978	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	322454839	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (7 entries)

DescriptionDescription	AmountAmount
MEDI-CAL COST REPORTS	$547,039
LEASE INCENTIVE OBLIGATION-IRVINE	$12,350,812
CASH FLOW HEDGE	$54,054,661
ARO LIABILITY	$1,956,763
ACCRUED INCOME GUARANTEES	$405,156
ACCRUED MALPRACTICE LIABILITY	$29,979,653
ACCRUED CAPITATION LIABILITY	$19,475,848

Field	Value	IRS element (for citing)
Total Of Amounts	118769932	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	ASC 740 FOOTNOTE (FKA FIN 48)	Identifier
Return Reference	SCHEDULE D, PART X, LINE 2	ReturnReference
Explanation	THE FOLLOWING IS THE FIN 48 FOOTNOTE FROM THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN: ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT SEPTEMBER 30, 2011 OR 2010.	Explanation

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)

RegionRegion	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Specific Services ProvidedSpecificServicesProvided
Central America and the Caribbean	0	Investments	91811000
East Asia and the Pacific	0	Investments	842000
Europe (Including Iceland and Greenland)	0	Investments	15087000
North America	0	Investments	2780000
Middle East and North Africa	12	Program Services	57877	SEE SCH F, PART V

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	12	SubtotalNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	12	TotalNumberOfEmployees
Subtotal Amount Spent	110577877	SubtotalAmountSpent
Total Amount Spent	110577877	TotalAmountSpent
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	true	OwnForeignCorp
Passive Foreign Invest Co	true	PassiveForeignInvestCo
Foreign Partnership	true	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF PROGRAM SERVICES	SCHEDULE F, PART I, LINE 3, COLUMN E	THE ORGANIZATION'S ACTIVITIES IN THE REGION CONSISTED OF ASSISTING KENYAN PARISH NURSES WITH TRAINING FOR WORKING IN LOCAL CHURCHES AND PROVIDING MEDICAL EQUIPMENT AND SUPPLIES.
ACCOUNTING METHOD	SCHEDULE F, PART I, LINE 3, COLUMN F	THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED SEPTEMBER 30, 2011. THE PROGRAM SERVICE EXPENSE WAS DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.

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
Pcent400	X	Pcent400
Free Disc Care Medically Indigent	true	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	true	ExpensesExceededBudget
Unable To Provide Care	false	UnableToProvideCare
Annual Community Benefit Report	true	AnnualCommunityBenefitReport
Report Publically Available	true	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	7158458	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	7158458	NetCommunityBenefitExpense
Percent Of Total Expense	0.00820	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	51702226	TotalCommunityBenefitExpense
Direct Offsetting Revenue	35029714	DirectOffsettingRevenue
Net Community Benefit Expense	16672512	NetCommunityBenefitExpense
Percent Of Total Expense	0.01920	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	16517000	TotalCommunityBenefitExpense
Direct Offsetting Revenue	4645000	DirectOffsettingRevenue
Net Community Benefit Expense	11872000	NetCommunityBenefitExpense
Percent Of Total Expense	0.01370	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	75377684	TotalCommunityBenefitExpense
Direct Offsetting Revenue	39674714	DirectOffsettingRevenue
Net Community Benefit Expense	35702970	NetCommunityBenefitExpense
Percent Of Total Expense	0.04110	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	6812146	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	6812146	NetCommunityBenefitExpense
Percent Of Total Expense	0.00780	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	410393	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	410393	NetCommunityBenefitExpense
Percent Of Total Expense	0.00050	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	2113617	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	2113617	NetCommunityBenefitExpense
Percent Of Total Expense	0.00240	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1067661	TotalCommunityBenefitExpense
Direct Offsetting Revenue	3081	DirectOffsettingRevenue
Net Community Benefit Expense	1064580	NetCommunityBenefitExpense
Percent Of Total Expense	0.00120	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	3268115	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Benefit Expense	3268115	NetCommunityBenefitExpense
Percent Of Total Expense	0.00380	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	13671932	TotalCommunityBenefitExpense
Direct Offsetting Revenue	3081	DirectOffsettingRevenue
Net Community Benefit Expense	13668851	NetCommunityBenefitExpense
Percent Of Total Expense	0.01570	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	89049616	TotalCommunityBenefitExpense
Direct Offsetting Revenue	39677795	DirectOffsettingRevenue
Net Community Benefit Expense	49371821	NetCommunityBenefitExpense
Percent Of Total Expense	0.05680	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Total Community Building Expense	67014	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	67014	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Total Community Building Expense	96019	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	96019	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	19940	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	19940	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	182973	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	182973	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReported
Bad Debt Expense	$10,718,982	BadDebtExpenseAmount
Amount Attributable To	0	AmountAttributableTo
Amount Reimbursed By Medicare	129526594	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	211874391	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-82347797	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost To Charge Ratio	X	CostToChargeRatio

Field	Value	IRS element (for citing)
Written Debt Collection Policy	false	WrittenDebtCollectionPolicy

Form990 Schedule H Part IV Form990ScheduleHPartIV

Name Of Entity NameOfEntity

Field	Value	IRS element (for citing)
Business Name Line1	HOAG ORTHOPEDIC INST	BusinessNameLine1

Field	Value	IRS element (for citing)
Description Ent Primary Activity	SPECIALTY HOSPITAL	DescriptionEntPrimaryActivity
Organization Profit Or Ownership	0.51000	OrganizationProfitOrOwnership
Officers Etc Profit Or Ownership	0.00000	OfficersEtcProfitOrOwnership
Physicans Profit Or Ownership	0.49000	PhysicansProfitOrOwnership

Field	Value	IRS element (for citing)
Number Of Hospital Facilities	3	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (3 entries)

Facility NumberFacilityNumber	Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Critical Access HospitalCriticalAccessHospital	Er24 HoursEr24Hours
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1	ONE HOAG DRIVE P O BOX 6100	NEWPORT BEACH	CA	926586100	X	X	X	X
HOAG MEMORIAL HOSP PRESB - IRVINE
2	1200 SAND CANYON	IRVINE	CA	92614	X	X	X	X
HOAG ORTHOPEDIC INSTITUTE
3	1250 SAND CANYON	IRVINE	CA	92614	X	X

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (3 entries)

Hospital Facility NumberHospitalFacilityNumber
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1
HOAG MEMORIAL HOSP PRESB - IRVINE
2
HOAG ORTHOPEDIC INSTITUTE
3

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	9	NumberOfOtherFacilities

Other Facilities OtherFacilities (9 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
HOAG OP IMAGING CENTER
510 SUPERIOR AVENUE	NEWPORT BEACH	CA	92663	IMAGING CENTER
HOAG HEALTH CENTER - HUNTINGTON BEACH
19582 BEACH BOULEVARD	HUNTINGTON BEACH	CA	92648	HEALTH CENTER
HOAG NEWPORT SURGICARE
1441 AVOCADO SUITE 100	NEWPORT BEACH	CA	92663	OUTPATIENT SURGERY CENTER
HOAG DIABETESPTREHAB CENTER
520 SUPERIOR AVENUE	NEWPORT BEACH	CA	92663	OUTPATIENT DIABETES EDUCATION CENTER
IRVINE IMAGING CENTER
4870 BARRANCA PARKWAY	IRVINE	CA	92614	IMAGING CENTER
HOAG HEALTH CENTER - ALISO VIEJO
26671 ALISO CREEK ROAD	ALISO VIEJO	CA	92656	HEALTH CENTER
NEWPORT IMAGING CENTER
471 OLD NEWPORT BLVD 302	NEWPORT BEACH	CA	92663	IMAGING CENTER
HEALTH CARE CENTER - COSTA MESA
1190 BAKER	COSTA MESA	CA	92626	HEALTH CENTER
HIC WOODBURY
6352 IRVINE BOULEVARD	IRVINE	CA	92614	HEALTH CENTER

Form990 Schedule H Part VI Form990ScheduleHPartVI (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
REQUIRED DESCRIPTIONS	SCHEDULE H, PART VI, LINE 1	THE ORGANIZATION'S REQUIRED SCHEDULE H SPECIFIC LINE ITEM DESCRIPTIONS ARE AS FOLLOWS: PART I, LINE 7 COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $682,858,000 AND $1,934,796,000, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OF APPROXIMATELY 35.29% WHICH WAS USED TO CALCULATE CHARITY CARE AT COST (GROSS PATIENT CHARGES WRITTEN OFF ON THE P&L TIMES COST-TO-CHARGE RATIO). THE COST ACCOUNTING SYSTEM ADDRESSES INPATIENT, OUTPATIENT AND VARIOUS PAYOR TYPES. FOR THE SECTIONS OF LINE 7 AS APPLICABLE, WORKSHEET 2 WAS NOT USED WHILE THE COST TO CHARGE RATIO WAS USED. PART II - COMMUNITY BUILDING ACTIVITIES THE PRIMARY PURPOSE OF HOAG'S COMMUNITY BUILDING ACTIVITIES IS TO IMPROVE LOCAL HEALTH IN ORANGE COUNTY THROUGH A COLLABORATIVE PROCESS WITH OTHER NON PROFIT ORGANIZATIONS AND HEALTH CARE DELIVERY SYSTEMS IN PROVIDING FUNDING OPPORTUNITIES FOR HEALTH RELATED COMMUNITY INITIATIVES. HOAG ALSO SUPPORTS WITH COMMUNITY DISASTER PREPAREDNESS PLANNING ($65K) AND THE OC CONGREGATION COMMUNITY ORGANIZATIONS ($2.5K). HOAG WORKS WITH VARIOUS OC COMMUNITY CLINICS, THE HEALTH FUNDERS PARTNERSHIP OF OC, AND THE OC HEALTH NEEDS ASSESSMENT GROUP TO FURTHER COMMUNITY BUILDING ACTIVITIES ($96K), AS WELL AS $19K FOR PROJECT SEARCH (A WORKFORCE DEVELOPMENT PROGRAM). PART III, LINE 4 ACCOUNTS RECEIVABLE DISCLOSURE PER THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN: THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM THE FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDI-CAL PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYERS. THE FOLLOWING TABLE SUMMARIZES THE PERCENTAGE OF NET ACCOUNTS RECEIVABLE FROM ALL PAYERS AT SEPTEMBER 30, 2011: GOVERNMENT: 13% CONTRACTED: 55% OTHER: 32% TOTAL: 100% THE ORGANIZATION'S MANAGEMENT BELIEVES THERE IS NO MATERIAL CREDIT RISK ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED PAYERS AND OTHERS ARE FROM VARIOUS PAYERS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. MANAGEMENT CONTINUALLY MONITORS AND ADJUSTS THE PROVISION FOR CONTRACTUAL DISCOUNTS AND DOUBTFUL ACCOUNTS ASSOCIATED WITH RECEIVABLES BASED ON HISTORICAL EXPERIENCE. ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS REPORTED ON LINE 2 WAS DERIVED FROM BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS TIMES THE RATIO OF PATIENT CARE COST TO CHARGES (33.7%). DISCOUNTS ON PATIENT ACCOUNTS ARE RECORDED AS AN ADJUSTMENT TO REVENUE, NOT BAD DEBT EXPENSE. PAYMENTS ON PATIENT ACCOUNTS THAT WERE WRITTEN OFF ARE RECORDED AS AN ADJUSTMENT TO BAD DEBT EXPENSE. PART III, LINE 8 COSTING METHODOLOGY - MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST TO CHARGE RATIO. THE ORGANIZATION DOES NOT TREAT THE SHORTFALL FROM MEDICARE AS A COMMUNITY BENEFIT.
NEEDS ASSESSMENT	SCHEDULE H, PART VI, LINE 2	THE ORANGE COUNTY HEALTH NEEDS ASSESSMENT (OCHNA) IS A COMMUNITY-BASED, NOT-FOR-PROFIT COLLABORATIVE THAT WAS CREATED AND DESIGNED TO MEET THE REQUIREMENTS OF SB 697 FOR ALL NOT-FOR-PROFIT HOSPITALS IN ORANGE COUNTY. OCHNA IS THE PRIMARY SOURCE FOR HEALTH DATA NEEDS, PROVIDING THE LARGEST HEALTH ASSESSMENT OF ITS KIND AT THE COUNTY LEVEL IN THE STATE. THE COLLABORATIVE IS JOINTLY FUNDED BY THE HEALTH CARE AGENCY OF ORANGE COUNTY, THE CHILDREN AND FAMILIES COMMISSION, CALOPTIMA, AND NINE ORANGE COUNTY NOT-FOR-PROFIT HOSPITALS, INCLUDING HOAG MEMORIAL HOSPITAL PRESBYTERIAN. A NEEDS ASSESSMENT PLAN WAS DEVELOPED THAT INCORPORATED A MIX MODE APPROACH TO DATA COLLECTION THAT INCLUDED A TREND ANALYSIS OF FOUR PREVIOUS OCHNA HEALTH NEEDS SURVEYS (1998, 2001, 2004, AND 2007), AS WELL AS ADDITIONAL PRIMARY DATA FROM THE CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY AND THE CALIFORNIA HEALTH INFORMATION SURVEY. POPULATION ESTIMATES FOR OCHNA 1998 AND 2001 WERE UPDATED WITH THE LATEST ESTIMATES FROM THE STATE OF CALIFORNIA DEPARTMENT OF FINANCE, SO THE ESTIMATES PROVIDED FOR THE COUNTY WILL DIFFER FROM COUNTY ESTIMATES PROVIDED IN PREVIOUS REPORTS RELEASED BY OCHNA. IN ADDITION, OCHNA INCORPORATED OBJECTIVE/SECONDARY DATA SOURCES, DEMOGRAPHICS/CENSUS DATA, AND A KEY INFORMANT SURVEY THAT OCHNA ADMINISTERED ONLINE, TO BE USED AS THE SOURCE OF QUALITATIVE DATA. OBJECTIVE/SECONDARY DATA CAME FROM NUMEROUS SOURCES (ALL CITED WITHIN THE REPORT), INCLUDING DEPT. OF FINANCE, 2009 CENSUS ESTIMATES BY NIELSEN CLARITAS, ORANGE COUNTY HEALTH CARE AGENCY, AND HEALTHY PEOPLE 2020 (USED AS BENCHMARKS). QUALITATIVE DATA WAS OBTAINED THROUGH A KEY INFORMANT SURVEY OF COMMUNITY BASED ORGANIZATIONS, FOUNDATIONS, HEALTH ADVOCATES, COMMUNITY CLINICS, LOCAL POLITICAL/POLICY LEADERS, PUBLIC HEALTH ORGANIZATIONS, AND OTHER HOSPITALS.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE	SCHEDULE H, PART VI, LINE 3	IN ADDITION TO THE VISUAL NOTICES OF ASSISTANCE AVAILABLE, SELF PAY PATIENTS MEET WITH THE FINANCIAL COUNSELOR TO EVALUATE THEIR STATUS. FOR ALL OTHER PATIENTS, THEY WOULD BE EDUCATED AT TIME OF NEED OR UPON PATIENT'S INQUIRY ABOUT THEIR BALANCE.
COMMUNITY INFORMATION	SCHEDULE H, PART VI, LINE 4	HOAG NEWPORT BEACH ENCOMPASSES 9 CITIES IN ORANGE COUNTY, CALIFORNIA: COSTA MESA, FOUNTAIN VALLEY, GARDEN GROVE, HUNTINGTON BEACH, IRVINE, LAGUNA BEACH, NEWPORT BEACH, SANTA ANA, AND WESTMINSTER. CENSUS DATA SHOWS THAT THE SERVICE AREA IS RACIALLY AND ETHNICALLY DIVERSE WITH A LARGE PROPORTION OF VIETNAMESE, OTHER ASIAN OR PACIFIC ISLANDER, AND HISPANIC/LATINO INDIVIDUALS. ACCORDING TO THE 2009 US CENSUS, THE POPULATION OF ORANGE COUNTY WAS ESTIMATED AT 3,068,575 OF WHICH 41.6% (1,276,426) RESIDE IN THE HOAG SERVICE AREA. THERE WERE A TOTAL OF 397,841 HOUSEHOLDS IN THE SERVICE AREA, WITH AN AVERAGE HOUSEHOLD SIZE OF 3.15 IN 2009, SLIGHTLY GREATER THAN THE ORANGE COUNTY AVERAGE OF 3.05. THE AGE DISTRIBUTION SHOWS THAT ALMOST ONE QUARTER (323,486) OF THE SERVICE AREA POPULATION WAS IN THE 45 TO 64 AGE GROUP AND 24.8% (316,877) OF THE HOAG SERVICE AREA POPULATION WAS UNDER THE AGE OF 18. LOOKING AT THE RACE AND ETHNICITY DISTRIBUTION, 36.2% OF THE POPULATION IN THE SERVICE AREA WAS HISPANIC/LATINO. THERE IS ALSO MORE DIVERSITY WITH RESPECT TO LANGUAGES SPOKEN AT HOME IN THE HOAG SERVICE AREA COMPARED TO ALL OF ORANGE COUNTY, APPROXIMATELY 30% OF RESIDENTS SPOKE SPANISH AT HOME AND 15.4% OF THE RESIDENTS SPOKE AN ASIAN OR PACIFIC ISLAND LANGUAGE. IN REGARDS TO EDUCATIONAL ATTAINMENT, 25.2% (208,209) OF RESIDENTS 25+ IN THE HOAG SERVICE AREA HAD LESS THAN A HIGH SCHOOL DIPLOMA, MORE THAN THE PROPORTION COUNTYWIDE (20.3%) IN 2009. THE COUNTYWIDE UNEMPLOYMENT RATE FOR SEPTEMBER 2010 WAS 9.6%, ACCORDING TO THE STATE OF CALIFORNIA, EMPLOYMENT DEVELOPMENT DEPARTMENT; THIS IS IN MARKED CONTRAST TO THE AVERAGE UNEMPLOYMENT RATE OF 3.9% IN 2007. IT IS CLEAR THAT THE ECONOMIC RECESSION HAS HAD A TOLL ON MANY HOAG HOSPITAL SERVICE AREA RESIDENTS. FOR SEPTEMBER 2010, THE UNEMPLOYMENT RATES FOR HOAG SERVICE AREA CITIES RANGED FROM 6.0% TO 15.0%. THE SENIOR POPULATION OF THE HOAG SERVICE AREA MAKES UP 10.4% (132,859) OF THE TOTAL POPULATION. HOAG IRVINE IS LOCATED WITHIN SOUTH AND CENTRAL ORANGE COUNTY, ENCOMPASSING AN AREA OF 65 MILES. IRVINE IS THE THIRD MOST POPULOUS CITY IN ORANGE COUNTY AND ONE OF THE NATION'S LARGEST PLANNED COMMUNITIES. FROM 2000 TO 2010, THE POPULATION IN IRVINE GREW AT A MUCH HIGHER PERCENTAGE THAN THE COUNTY (8.6% GROWTH), STATE (11.8%), AND NATION (9.8%). THE PROJECTED POPULATION OF IRVINE IN 2015 IS 247,278. WHITES COMPRISED 59.1% (62,843) OF IRVINE'S ADULT POPULATION WHILE ASIANS COMPRISED 29.4% (31,224) AND IRANIAN/PERSIANS COMPRISED 3.9% (4,096) OF IRVINE'S ADULT POPULATION. IN 2010 THE MEDIAN AGE IN THE CITY OF IRVINE WAS 36.5 YEARS; THE MEDIAN AGE IN ALL OF ORANGE COUNTY WAS 36.3 YEARS. IT IS ESTIMATED THAT 21.9% (15,465) OF ADULTS IN IRVINE HAD ANNUAL HOUSEHOLD INCOME OF $50,000 OR LESS WHILE 17.4% (1,328) OF CHINESE ADULTS AND 19.7% (8,969) OF WHITE ADULTS HAD ANNUAL HOUSEHOLD INCOMES OF $50,000 OR LESS. KOREANS AND IRANIANS HAD HIGHER PERCENTAGES OF LOWER ANNUAL HOUSEHOLD INCOME LEVELS, 25.2% (772) OF KOREAN ADULTS AND 23.9% (549) OF IRANIAN ADULTS HAD ANNUAL HOUSEHOLD INCOMES OF $25,000 OR LESS.
PROMOTION OF COMMUNITY HEALTH	SCHEDULE H, PART VI, LINE 5	- HOAG HOSPITAL'S COMMUNITY BENEFIT STAFF CONTINUOUSLY ASSESSES THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOW THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. - HOAG HOSPITAL WAS PART OF A COLLABORATIVE INITIATIVE TO HIRE A FULL-TIME SCHOOL-BASED COUNTY MEDICAL OFFICER THROUGH THE DEPARTMENT OF EDUCATION TO SERVE THE PUBLIC SCHOOL SYSTEM IN ORANGE COUNTY. HOAG PROVIDES THE MAJORITY FUNDING FOR THIS POSITION. - HOAG HOSPITAL HAS A RELATIONSHIP WITH LOCAL COLLEGES AND UNIVERSITIES TO INVEST IN THE EDUCATION OF VARIOUS HEALTH PROFESSIONS ESPECIALLY WITH THE GROWING NEED OF BILINGUAL AND BICULTURAL HEALTH PROFESSIONALS IN ORANGE COUNTY. - HOAG HOSPITAL AND SHARE OUR SELVES (SOS) FREE CLINIC HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984 TO PROVIDE HEALTH CARE TO THE LOW INCOME, UNINSURED, AND UNDERINSURED INDIVIDUALS RESIDING IN THE COMMUNITY. THE SOS AND HOAG COLLABORATION INCLUDES MORE THAN 150 VOLUNTEER HEALTHCARE SPECIALISTS AVAILABLE TO PROVIDE CARE TO SOS PATIENTS. HOAG SUPPORTS THE CLINIC BY PROVIDING DIAGNOSTIC TESTS, PROCEDURES, HOSPITALIZATIONS AND ER VISITS FOR SOS PATIENTS FREE OF CHARGE. HOAG ALSO EMPLOYS THE MEDICAL AND ASSOCIATE MEDICAL DIRECTORS WHO ARE STATIONED FULL TIME AT THE SOS CLINIC. THIS REFERRAL SYSTEM AND CLINICAL SUPPORT GIVES SOS THE ABILITY TO MAKE LIFE-SAVING CARE AVAILABLE TO PATIENTS AND ENSURES CONTINUITY OF CARE, SEAMLESS DISCHARGE PLANNING, AND PATIENT TRACKING. - IN 2010, SOS AND HOAG PARTNERED WITH EL SOL SCIENCE AND ARTS ACADEMY IN SANTA ANA TO ESTABLISH THE SOS-EL SOL WELLNESS CENTER, A SCHOOL-BASED HEALTH CENTER. THE SOS-EL SOL WELLNESS CENTER OFFERS AN OPPORTUNITY TO EXTEND HEALTH AND WELLNESS CARE TO LOW INCOME FAMILIES AND INDIVIDUALS IN THE COUNTY. THE WELLNESS CENTER PROVIDES URGENT CARE TO THE EL SOL ACADEMY STUDENTS AND THEIR FAMILIES. OPENING SCHOOL DOORS TO HEALTH AND WELLNESS CARE FOR THE ENTIRE FAMILY PROMOTES CHILDREN'S EDUCATIONAL ATTAINMENT AND LIFELONG WELL-BEING. - HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY RESOURCE CENTER (AFSC) WHICH IS COMMITTED TO THE MISSION OF IMPROVING THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. HOAG HOSPITAL PROVIDES ANNUAL OPERATING AND TRANSPORTATION GRANTS, AND IN-KIND SERVICES SUCH AS CONSULTATION IN NURSING AND COMPLIANCE-RELATED ISSUES TO THE CENTER. HOAG ALSO EMPLOYS THE EXECUTIVE DIRECTOR AND ONE DEMENTIA EDUCATION SPECIALIST, BOTH OUT-STATIONED FULL TIME AT AFSC. - HOAG'S HEALTH MINISTRIES PROGRAM PROVIDED NEARLY 10,000 DOSES OF PREVENTIVE FLU VACCINE (IN-KIND) TO COMMUNITY PARTNER CHURCHES, CITY OF IRVINE, IRVINE UNIFIED SCHOOL DISTRICT, SEVERAL SENIOR CENTERS, AND SHARE OURSELVES AND OTHER COMMUNITY CLINICS. - Hoag Hospital extends medical staff privileges to all qualified physicians in its community though a credentialing process. Membership and privileges are granted to qualified MDs, DOs, and other Allied Health professionals by the Medical Staff and Hoag Hospital Board of Directors. - As a not-for-profit institution, governance is provided by a volunteer Board of Directors comprised of seventeen voting members who serve overlapping three-year terms. Board membership consists of fourteen individuals elected from the community at large, and an additional three voting members who are elected from the active medical staff. A majority of the organizations governing body is comprised of persons who reside in the organizations primary service area and are neither employees nor contractors of the organization, nor family members. - The Board of Directors allocate a significant portion of the net operating income to promoting the health of the community, specifically serving the needs of the uninsured and low income communities through charity care and a variety of free or low cost services and programs provided by the department of Community Health. - Hoag provides uncompensated care (charity) to patients who are unable to pay for the full cost of their care. These expenditures amounted to over $35 million in Fiscal Year 2011 (October 1, 2010 through September 30, 2011.) Hoags charity care and self pay discount policy states that self-pay and uninsured patients who are unable to pay for the full cost of their care may qualify for charity or discounts on a sliding scale for incomes up to 400% of the federal poverty level. In FY2011 the hospital served 9,851 Charity Care cases. - Hoags Mental Health and Psychotherapy Program provides free bilingual bicultural services to people who otherwise could not obtain mental health services. The Masters prepared social workers provided mental health services to 712 clients in the form of psychotherapy, resource brokering, and/or case management. In addition, the program offered psychotherapeutic and psychoeducational groups to 890 participants. - During FY2011, those expenditures amounted to over $400,000. - In an effort to increase the community pool of available trained and educated health professionals, Hoag invests annually in health professional training and development. The hospital currently works with a number of professional groups in this endeavor, including Nurses, Physical Therapists, Pharmacists, Laboratory professionals, Social Workers, and Clinical Care Extenders. During FY2011, these Community Benefit expenditures amounted to $1.1 million. - Hoag Hospital participates in primary clinical research in several clinical services: the Hoag Cancer Institute, the Neuroscience Institute, the Heart and Vascular Institute, and Womens Health Services. Most of these studies are to evaluate the effectiveness of pharmaceuticals, biological agents and medical devices. In addition to these physician led investigations, several nursing studies are also ongoing. Most of these studies receive financial support from external funders, including the Hoag Hospital Foundation.
AFFILIATED HEALTH CARE SYSTEM	SCHEDULE H, PART VI, LINE 6	NOT APPLICABLE
STATE FILING OF COMMUNITY BENEFIT REPORT	990 SCHEDULE H, PART VI	CA,

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (54 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
ACADEMY OF INTERNATIONAL DANCE
220 E FOURTH ST SUITE 202	SANTA ANA	CA	92701	262657759	501 (C) (3)	10000	EXPANSION OF AFTER SCHOOL ACTIVIITIES, LITERACY, TUTORING
AGE WELL SENIOR SERVICES
24300 EL TORO ROAD BLDG A 2000	LAGUNA WOODS	CA	92637	931163563	501 (C) (3)	130000	SENIOR TRANSPORTATION, OPERATIONS OF PROGRAMS
ALZHEIMER'S ASSOCIATION OF ORANGE COUNTY
17771 COWAN 200	IRVINE	CA	92614	953702013	501 (C) (3)	50000	PROGRAM SUPPORT
ALZHEIMER'S FAMILY SERVICES CENTER
9451 INDIANAPOLIS AVE	HUNTINGTON BEACH	CA	92646	953463978	501 (C) (3)	1168816	OPERATIONS, MATCHING GRTS, MISC GRANTS
AMERICAN DIABETES ASSOCIATION
151 KALMUS DRC100	COSTA MESA	CA	92626	131623888	501 (C) (3)	25000	EDUCATIONAL CONFERENCES, SPONSOR DIABETES WALK
AMERICAN HEART ASSOCIATION
4600 CAMPUS DR PO BX 6046	IRVINE	CA	92614	135613797	501 (C) (3)	32500	SUPPORT ORANGE COUNTY COMMUNITY PROGRAMS
AMERICAN LUNG ASSOCIATION
1570 E 17TH ST F	SANTA ANA	CA	92705	950362650	501 (C) (3)	25000	SCAMP CAMP, SPONSOR OC RESPIRATORY RALLY
ARTHRITIS FOUNDATION
171455 NEWHOPE STA	FOUNTAIN VALLEY	CA	92708	951885447	501 (C) (3)	25000	SPONSOR: ARTHRITIS WALK
CASA TERESA INC
123 WEST MAPLE AVE	ORANGE	CA	92866	953251986	501 (C) (3)	25000	EXPANSION OF EDUCATION AND CAREER DEVELOPMENT
CHILDRENS HOSPITAL ORANGE COUNTY FOUNDATION
455 S MAIN ST	ORANGE	CA	92868	956097416	501 (C) (3)	653446	IUSD/CHOC PROGRAM, PLEDGE CVICU/NICU, DIABETES GRANT AT ALLEN CENTER
CITY OF HUNTINGTON BEACH COUNCIL ON AGING
1706 ORANGE AVE	HUNTINGTON BEACH	CA	92648	510179431	501 (C) (3)	105000	SENIOR TRANSPORTATION/CARE MANAGERS (2) HOME VISITATION
CITY OF NEWPORT BEACH
PO BOX 1768	NEWPORT BEACH	CA	92658	956000751	501 (C) (3)	1679000	OASIS SENIOR CENTER PLEDGE, CDM 5K, POLICE EXPLORERS, TRANSPORTATION
COMMUNITY PARTNERS FBO EPILEPSY ALLIANCE
1500 ADAMS AVE 314	COSTA MESA	CA	92626	954302067	501 (C) (3)	25000	PROGRAM DEVELOPMENT AND EXPANSION - EPILEPSY ALLIANCE OF ORANGE CTY
COUNCIL ON AGING OC
1971 EAST 4TH ST SUITE 200	SANTA ANA	CA	92705	952874089	501 (C) (3)	10000	SPONSORSHIP: JUST IMAGIN LUNCHEON
COSTA MESA SENIOR CENTER
695 WEST 19TH ST	COSTA MESA	CA	92627	338265009	501 (C) (3)	103350	SENIOR TRANSPORTATION AND PROGRAM DEVELOPMENT
EAST AFRICA PARTNERSHIP
21581 MIDCREST DR	LAKE FOREST	CA	92630	270570704	501 (C) (3)	30708	SURGICAL TEAM - MISSION TO KENYA,AFRICA
EL SOL CLINIC
1010 NORTH BORADWAY ST	SANTA ANA	CA	92701	330960964	501 (C) (3)	35426	SOS FREE CLINIC/EL SOL CLINIC START UP COSTS
EMS SAFETY SERVICES
1046 CALLE RECODO STE K	SAN CLEMENTE	CA	92673	330604523	501 (C) (3)	10706	AED PROVIDED TO CHURCHES
EPILEPSY SUPPORT NETWORK
9114 ADAMS AVE 288	HUNTINGTON BEACH	CA	92646	270681680	501 (C) (3)	25000	EXPANSION OF PROGRAMS FOR SUUPORT GROUPS AND COMMUNITY EDUCATION
FAMILIES FORWARD
9221 IRVINE BLVD	IRVINE	CA	92618	330086043	501 (C) (3)	16190	COMMUNITY CARES PROGRAMS
GIRLS INCORPORATED OF ORANGE COUNTY
1815 ANAHEIM AVE	COSTA MESA	CA	92627	951810150	501 (C) (3)	30000	COMMUNITY PROGRAMS - FIT GIRLS AND FAMILIES
GOLDEN WEST COLLEGE FOUNDATION
PO BOX 2748	HUNTINGTON BEACH	CA	92647	956002272	501 (C) (3)	180000	EDUCATIONAL ENDEAVOR FOR REGISTERED NURSES
GOODWILL OF ORANGE COUNTY
410 NORTH FAIRVIEW	SANTA ANA	CA	92703	951644018	501 (C) (3)	60000	ASSISTIVE TECHNOLOGY INSTITUTE PROVIDING DISABLED PEOPLE INNOVATIVE PRGMS
HEALTH CARE COUNCIL OF ORANGE COUNTY
2333 NORTH BROADWAY 440	SANTA ANA	CA	92706	931199923	501 (C) (3)	12000	PROMOTING IMPROVED HEALTHCARE THROUGH RESEARCH, EDUCATION & ADVOCACY
HEALTHY SMILES
10602 CHAPMAN AVE 200	GARDEN GROVE	CA	92840	383675065	501 (C) (3)	76080	PROVIDE CHILDREN'S DENTAL SERVICES AT OAKVIEW DISTRICT IN HUNTINGTON BCH
HUMAN OPTIONS
PO BOX 53745	IRVINE	CA	92619	953667817	501 (C) (3)	10000	COUNSELORS PROVIDE PREVENTION OF DOMESTIC VIOLENCE SERVICES
IRVINE ADULT DAY HEALTH SERVICES
20 LAKE ROAD	IRVINE	CA	92604	330599371	501 (C) (3)	64984	EXPANSION OF EDUCATIONAL PROGRAMS AND SENIOR TRANSPORTATION
IRVINE CHILDRENS FUND
14301 YALE AVE	IRVINE	CA	92604	330177921	501 (C) (3)	20000	PROVIDES BEFORE AND AFTER SCHOOL CHILD CARE SCHOLARSHIPS
IRVINE COMMUNITY ALLIANCE FUND
PO BOX 19575	IRVINE	CA	92623	330258368	501 (C) (3)	25000	PROGRAM TO ASSIST FAMILIES IN ACCESSING CHILDREN'S HEALTHCARE
JOHN WAYNE CANCER FOUNDATION
PO BOX 1779	NEWPORT BEACH	CA	92659	954023430	501 (C) (3)	5146	SUNSCREEN PRODUCTS FOR HEALTH FAIRS SUN SAVE
JUVENILE DIABETES RESEARCH FOUNDATION
17872 MITCHELL NORTH	IRVINE	CA	92614	231907729	501 (C) (3)	15000	PROGRAM DEVELOPMENT
LATINO HEALTH ACCESS
1701 N MAIN ST STE200	SANTA ANA	CA	92706	330562943	501 (C) (3)	50000	GRANTS FOR LATINO HEALTH PROBEMS, DIABETES, ETC.
MARCH OF DIMES CALIFORNIA CHAPTER
1050 SANSOME ST 4FL	SAN FRANCISCO	CA	94111	131846366	501 (C) (3)	25000	PROGRAM DEVELOPMENT
MOMS ORANGE COUNTY
1128 W SANTA ANA BLVD	SANTA ANA	CA	92703	330518078	501 (C) (3)	20000	HELP WOMEN HAVE HEALTHY BABIES BY CARE COORDINATION AND EDUCATION
NEWPORT COMMUNITY COUNSELING CENTER
2200 SAN JOAQUIN HILLS RD	NEWPORT BEACH	CA	92660	202108327	501 (C) (3)	10000	EXPANSION OF COUNSELING PROGRAMS, DOMESTIC VIOLENCE AND CHILD ABUSE
NEWPORT -MESA UNIFIED SCHOOL DISTRICT
2985 A BEAR ST	COSTA MESA	CA	92626	952417783	501 (C) (3)	250000	EXPANSION OF 13 PROGRAMS FOR THE HOPE CLINIC
ONE OC
1901 E FOURTH ST STE 100	SANTA ANA	CA	92705	952021700	501 (C) (3)	94968	GRANTS AND CONTRIBUTIONS TO OTHER NON-PROFIT SERVICE ORGANIZATIONS
ORANGE COUNTY DEPT OF EDUCATION
200 KALMUS DR	COSTA MESA	CA	92628	956000943	501 (C) (3)	100000	1 YR BILLING FOR FT PHYSICIAN TO PROVIDE HEALTH SERVICES
ORANGE COUNTY UNITED WAY
18012 MITCHELL AVE SOUTH	IRVINE	CA	92614	330047994	501 (C) (3)	62459	HOAG EMPLOYEES MATCH CONTRIBUTION
ORANGE COUNTY HUMAN RELATIONS
1300 S GRAND AVE BLDG B	SANTA ANA	CA	92705	330438086	501 (C) (3)	25400	BRIDGES SCHOOL INTER GROUP RELATIONS & VIOLENCE PREVENTION PROGRAMS
PEDIATRIC ADOLESCENT DIABETES RESEARCH EDU
455 SOUTH MAIN ST	ORANGE	CA	92868	330099451	501 (C) (3)	79500	DIABETES EDUCATION
PROVIDENCE SPEECH & HEARING CENTER
1301 PROVIDENCE AVE	ORANGE	CA	92868	956154473	501 (C) (3)	115000	LOW INCOME SUBSIDY PROGRAM AND EL SOL CLINIC COLLABORATIVE
PUBLIC HEALTH FOUNDATION ENTERPRISES INC
12447 LEWIS ST 205	GARDEN GROVE	CA	92840	952557063	501 (C) (3)	86019	HEALTH NEEDS ASSESSMENT - CITY OF IRVINE AND CONTRIBUTION
SAINT JOACHIM CATHOLIC CHURCH
1964 ORANGE AVE	COSTA MESA	CA	92627	953855154	501 (C) (3)	10000	PROGRAM SUPPORT
SHARE OUR SELVES CLINIC
1550 SUPERIOR AVE	COSTA MESA	CA	92627	953222316	501 (C) (3)	1232289	FREE MEDICAL AND DENTAL CLINIC FOR THE UNDERSERVE
SOMEONE CARE SOUP KITCHEN
720 W 19TH ST	COSTA MESA	CA	92627	330279080	501 (C) (3)	45000	SUPPORT TOWARDS PROGRAMS TO FEED THE POOR
SPECIAL OLYMPICS
550 N PARKCENTER DR STE 102	SANTA ANA	CA	92705	954538450	501 (C) (3)	10000	SPONSORSHIP: SPRING REGIONAL GAMES, IRVINE
SWEET SUCCESS EXPRESS PROGRAM
PO BOX 9705	FOUNTAIN VALLEY	CA	92728	342044369	501 (C) (3)	10000	DIABETES EDUCATION
UCI FOUNDATION
DEV OFFICE MPAA 210	IRVINE	CA	92697	952540117	501 (C) (3)	210000	PLEDGE SUPPORT TO PAUL MERAGE SCHOOL OF BUSINESS HEALTHCARE MNGMT
UCI DEPARTMENT OF PATHOLOGY
2646 BIOLOGICAL SCIENCES III	IRVINE	CA	92627	952226406	501 (C) (3)	10000	FUNDS TO SAVE THE CLINIC FOR NEUROLOGICAL DISORDERS
YMCA OF ORANGE COUNTY
13821 NEWPORT AVE STE 200	TUSTIN	CA	92780	951644055	501 (C) (3)	160000	FIT CLUB / NEW HORIZONS PROGRAM
YOUTH EMPLOYMENT SERVICES
114 EAST 19TH ST	COSTA MESA	CA	92627	952704522	501 (C) (3)	30000	PROVIDE PRE-EMPLOYEMNT TRAINING, JOB COUNSELING TO YOUNG PEOPLE
211 ORANGE COUNTY
PO BOX 14277	IRVINE	CA	92623	330063532	501 (C) (3)	50000	GENERAL PROGRAM SUPPORT
THE KECK SCHOOL OF MEDICINE AT USC
1520 SAN PABLO STREET	LOS ANGELES	CA	90033	951642394	501 (c) (3)	50000	RESIDENT EDUCATION AND RESEARCH ACTIVITIES

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	54	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS	Identifier
Return Reference	SCHEDULE I, PART I, LINE 2	ReturnReference
Explanation	PRIOR TO CONSIDERATION OF A FUNDING GRANT, ALL RECIPIENTS MUST BE IRS CURRENTLY DESIGNATED TAX EXEMPT 501(C)(3) NON-PROFIT, AND WE MUST HAVE A VERIFIED COPY OF THEIR 501(C)(3) IN FILE. THEY MUST HAVE AN EXECUTIVE DIRECTOR AND AN ESTABLISHED BOARD OF DIRECTORS, MEETING REGULARLY. WE RESEARCH THE REPUTATION AND RECORD OF PERFORMANCE OF THE PROGRAM AND ITS DIRECTOR. FOR SOME OF THESE PROGRAMS, WE HAVE A DEPARTMENTAL MEMBER SERVING ON THEIR BOARD OF DIRECTORS. WE REQUIRE A COPY OF THEIR CURRENT BUDGET FOR REVIEW AND OUR FILES. WE INTERVIEW THE EXECUTIVE DIRECTOR AND ONE OR MORE BOARD MEMBERS IN OUR OFFICES AND CONDUCT ON-SITE VISITS. ONCE A PROGRAM DONATION HAS BEEN MADE, WE EXPECT A REPORT ON ITS PROGRESS. THROUGHOUT THE COURSE OF A PROJECT OR PROGRAM, THERE ARE OCCASIONAL MEETINGS WITH THE DIRECTOR, PROGRAM PERSONNEL, AND REPORTS OF NUMBERS SERVED, AND SERVICES PROVIDED. FOR SOME, THE REPORTS INCLUDE OUTCOME IMPROVEMENT MEASURES. THROUGHOUT THIS PROCESS, THOSE DONATED FUNDS ARE BEING MONITORED FOR THEIR FOCUS ON THE INTENDED PURPOSE. THOSE THAT REQUEST CONTINUED FUNDING PROVIDE US WITH A DETAILED REPORT PROGRESS.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Discretionary Spending Account	X	DiscretionarySpendingAccount
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	false	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (15 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
ALLYSON M BROOKS MD
0	0	0	0	184373	0	0	0	0	0	184373	0	0	0
RICHARD F AFABLE MD
589053	0	291425	0	131425	0	191930	0	30286	0	1234119	0	0	0
ROBERT BRAITHWAITE
363847	0	113510	0	9635	0	23860	0	25186	0	536038	0	0	0
JACK COX MD
360539	0	39791	0	90467	0	120138	0	15734	0	626669	0	0	0
RICHARD MARTIN
413307	0	130487	0	10162	0	57692	0	8098	0	619746	0	0	0
JENNIFER MITZNER
379208	0	242053	0	9209	0	48113	0	24175	0	702758	0	0	0
SANFORD SMITH
341979	0	86585	0	9862	0	52850	0	21303	0	512579	0	0	0
TIMOTHY CL MOORE
368469	0	45003	0	9953	0	17125	0	24186	0	464736	0	0	0
CYNTHIA H PERAZZO
341333	0	42000	0	9635	0	11670	0	23029	0	427667	0	0	0
FLYNN ANDRIZZI
153101	0	0	0	4966	0	0	0	8826	0	166893	0	0	0
ROBERT TANCREDI
674483	0	0	0	13093	0	12250	0	3594	0	703420	0	0	0
ROBERT DILLMAN
463574	0	39788	0	4195	0	12250	0	21142	0	540949	0	0	0
MICHAEL BRANT-ZAWADSKI
409257	0	54936	0	4195	0	12250	0	16303	0	496941	0	0	0
TERRI CAMMARANO
262577	0	71273	0	815	0	12250	0	26476	0	373391	0	0	0
JAN BLUE
253108	0	66163	0	2042	0	12250	0	12872	0	346435	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SUPPLEMENTAL COMPENSATION INFORMATION	SCHEDULE J, PART I, LINE 1(A)	THE CEO AND CHIEF QUALITY OFFICER ARE PROVIDED WITH A HOUSING ALLOWANCE IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. HOUSING ALLOWANCES ARE GROSSED UP TO ELIMINATE THE IMPACT OF INCOME TAXES. SUCH ALLOWANCES ARE REPORTED AS TAXABLE INCOME TO THE EXECUTIVE AND ARE INCLUDED IN COLUMN B(III) OF PART II. THE CEO ALSO RECEIVES A REIMBURSEMENT FOR A PORTION OF HIS CLUB DUES THAT ARE ESSENTIAL TO FUNDRAISING EFFORTS. THIS REIMBURSEMENT WAS EXCLUDED FROM TAXABLE INCOME.
SUPPLEMENTAL COMPENSATION INFORMATION	SCHEDULE J, PART I, LINE 4(B)	THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. CONTRIBUTIONS TO THE SERP IN THE AMOUNT OF $421,321 ARE INCLUDED IN COLUMN C OF PART II. THE ORGANIZATION MAINTAINS A LEGACY DEFERRED COMPENSATION PLAN THAT IS FROZEN (NO NEW CONTRIBUTION CAN BE MADE). NO OPTIONS WERE EXERCISED DURING CALENDAR YEAR 2010.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
CITY OF NEWPORT BEACH
956000751	651785CD7	2011-02-08	104790616	SEE SCH K, PART V	false	false	false
CITY OF NEWPORT BEACH
956000751	651785BN6	2009-06-01	218570636	SEE SCH K, PART V	false	false	false
CITY OF NEWPORT BEACH
956000751	651785AT4	2008-05-22	452080000	SEE SCH K, PART V	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Amount UnspentAmountUnspent	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
0	104791548	1396946	0	20364764	73210000	9819838	2012	true	false	true	true
73210000	218575005	2602647	0	20037358	195935000	0	2010	true	false	true	true
131985000	452081355	1951288	92721	0	450037346	0	2012	true	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	true	true	true	true	0.00880	0.00880	true
false	true	true	true	true	0.00960	0.00960	true
false	true	true	true	true	0.00970	0.00970	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Term Of HedgeTermOfHedge	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated
(no name)
false	false	false	false	false	true
(no name)
false	true	false	false	false	true
CITIBANK NA
false	true	true	false	false	true	32.6	false	false

Form990 Schedule K Part V Form990ScheduleKPartV (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF PURPOSE	SCHEDULE K, PART I, LINE A, COLUMN F	REFUND BONDS ISSUED ON 06/01/09 AND IMPROVE & EQUIP FACILITY.
DESCRIPTION OF PURPOSE	SCHEDULE K, PART I, LINE B, COLUMN F	REFUND BONDS ISSUED ON 05/31/07 & 05/22/08 AND IMPROVE & EQUIP FACILITY.
DESCRIPTION OF PURPOSE	SCHEDULE K, PART I, LINE C, COLUMN F	REFUND BONDS ISSUED ON 08/24/05 & 05/31/07.
TOTAL PROCEEDS OF ISSUE	SCHEDULE K, PART II, LINE 3, COLUMN A&B	DIFFERENCE BETWEEN TOTAL PROCEEDS AND ISSUE PRICE IS INVESTMENT EARNINGS EARNED THRU 09/30/11.
YEAR OF SUBSTANTIAL COMPLETION	SCHEDULE K, PART II, LINE 13, COLUMN A	PROCEEDS OF THE SERIES 2008 BOND ISSUE WERE USED TO FINANCE MULTIPLE PROJECTS. MOST OF THESE PROJECTS HAVE BEEN SUBSTANTIALLY COMPLETED AS OF MAY 2012. TWO PROJECTS WHICH WERE PARTIALLY FINANCED WITH SERIES 2008 BOND PROCEEDS IN TOTAL AMOUNT OF $167,210 ARE EXPECTED TO BE SUBSTANTIALLY COMPLETED IN FISCAL YEAR 2014.
YEAR OF SUBSTANTIAL COMPLETION	SCHEDULE K, PART II, LINE 13, COLUMN C	PROCEEDS OF THE SERIES 2011 BOND ISSUE WERE USED TO FINANCE MULTIPLE PROJECTS. MOST OF THESE PROJECTS HAVE BEEN SUBSTANTIALLY COMPLETED AS OF MAY 2012. ONE PROJECT WHICH WAS PARTIALLY FINANCED WITH SERIES 2011 BOND PROCEEDS IN TOTAL AMOUNT OF $86,089 IS EXPECTED TO BE SUBSTANTIALLY COMPLETED IN FISCAL YEAR 2014.
QUALIFIED HEDGE	SCHEDULE K, PART IV, LINE 3, COLUMN C	IN FEBRUARY 2012, THE ORGANIZATION ENTERED INTO A TRI-PARTY SWAP NOVATION AGREEMENT WITH CITIBANK N.A. AND WELLS FARGO BANK N.A. EFFECTIVE THE SWAP NOVATION DATE IN FEBRUARY 2012, WELLS FARGO BANK REPLACED CITIBANK AS THE SWAP COUNTERPARTY. THE KEY SWAP CONFIRMATION TERMS (INCLUDING FIXED AND FLOATING RATES, MATURITY AND AMORTIZATIONS) REMAINED THE SAME. THE ORGANIZATION DID NOT MAKE ANY PAYMENTS TO THE COUNTERPARTIES IN CONNECTION WITH THIS SWAP NOVATION TRANSACTION.

Schedule L IRS990ScheduleL

Loan Table LoanTable (3 entries)

Purpose Of LoanPurposeOfLoan	Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
RICHARD AFABLE MD
RECRUITMENT	X	$1,000,000	1000000	false	true	true
JACK COX SR VP
RECRUITMENT	X	$1,500,000	1500000	false	true	true
CYNTHIA PERAZZO SVP
MOVING EXPENSES	X	$105,000	32082	false	true	true

Field	Value	IRS element (for citing)
Total Balance Due	2532082	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
ALEXANDER EASTON
SEE SCH L, PART V	20988	COMPENSATION	false
PACIFIC HOSPITALIST ASSOCIATES
SEE SCH L, PART V	5591095	MEDICAL SERVICES	false
INTOUCH HEALTH
SEE SCH L, PART V	125694	PURCHASE OF PRODUCT	false
RANEY ZUSMAN
SEE SCH L, PART V	789631	MEDICAL SERVICES	false
MELISSA DICKERSON
SEE SCH L, PART V	49092	COMPENSATION	false
HOAG ORTHOPEDIC INSTITUTE
SEE SCH L, PART V	16813489	ADMINISTRATIVE SERVICES	false

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	BUSINESS RELATIONSHIPS	Identifier
Return Reference	FORM 990, SCHEDULE L, PART IV	ReturnReference
Explanation	- JAKE EASTON III IS A BOARD MEMBER OF HMHP. HIS SON, ALEXANDER EASTON, IS AN EMPLOYEE OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - WESTON CHANDLER, BOARD MEMBER OF HMHP, SERVES AS PRESIDENT & CEO OF PACIFIC HOSPITALIST ASSOCIATES WHICH PROVIDES MEDICAL SERVICES TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - YULUN WANG, BOARD MEMBER OF HMHP, SERVES AS AN OFFICER / DIRECTOR AT INTOUCH HEALTH WHICH SELLS PRODUCTS TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - DOUGLAS ZUSMAN, BOARD MEMBER OF HMHP, HAS 50% OWNERSHIP INTEREST IN RANEY & ZUSMAN WHICH PROVIDES MEDICAL SERVICES TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - TIMOTHY MOORE IS A KEY EMPLOYEE OF HMHP. HIS DAUGHTER-IN-LAW, MELISSA DICKERSON, IS AN EMPLOYEE OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - JENNIFER MITZNER AND ROBERT BRAITHWAITE ARE OFFICERS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND ALSO SERVE AS BOARD MEMBERS OF HOAG ORTHOPEDIC INSTITUTE (HOI). HMHP PROVIDES ADMINISTRATIVE AND OPERATIONAL SERVICES TO HOI.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4	EXECUTIVE SUMMARY OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN'S COMMUNITY BENEFIT REPORT FOR 2011 WAS FILED WITH OSHPD. THE COMMUNITY MEDICINE DEPARTMENT AT HOAG MEMORIAL HOSPITAL PRESBYTERIAN WAS ESTABLISHED IN 1995. SINCE ITS BEGINNING, THE PROGRAM HAS FOCUSED ON TWO PRINCIPAL STRATEGIES: 1) PROVIDE NECESSARY HEALTHCARE-RELATED SERVICES WHICH ARE UNDUPLICATED IN THE COMMUNITY; AND 2) PROVIDE FINANCIAL SUPPORT TO EXISTING COMMUNITY BASED NOT-FOR-PROFIT ORGANIZATIONS WHICH ALREADY PROVIDE EFFECTIVE HEALTHCARE AND RELATED SOCIAL SERVICES TO MEET COMMUNITY HEALTH NEEDS. THE DEPARTMENT OF COMMUNITY MEDICINE, LED BY ITS DIRECTOR, DR. GWYN PARRY, IS RESPONSIBLE FOR THE COORDINATION OF HOAG HOSPITAL COMMUNITY BENEFIT REPORTING AND PROVIDES FREE PROGRAMS TO ASSIST THE UNDERSERVED IN THE COMMUNITY. THESE INCLUDE COMMUNITY CASE MANAGEMENT, COMMUNITY COUNSELING AND HEALTH MINISTRIES COORDINATION. IN ADDITION TO THESE SERVICES, MANY OTHER HOAG HOSPITAL DEPARTMENTS PROVIDE COMMUNITY HEALTH SERVICES INCLUDING EDUCATION AND SUPPORT GROUPS WHICH ARE FREE TO THE COMMUNITY. THE HOSPITAL ALSO HAS SUBSTANTIAL RELATIONSHIPS WITH LOCAL COLLEGES AND UNIVERSITIES TO INVEST IN THE EDUCATION OF VARIOUS HEALTH PROFESSIONS. COMMUNITY MEDICINE GRANTS SUPPORT HOAG HEALTH ASSOCIATES - ORGANIZATIONS THAT PROVIDE A BROAD RANGE OF SERVICES, INCLUDING THE FOLLOWING: FREE MEDICAL AND DENTAL CARE; ADULT DAY CARE AND EDUCATION FOR PERSONS WHO SUFFER FROM ALZHEIMER'S DISEASE OR MILD DEMENTIA WITH SUPPORT AND EDUCATION FOR THEIR CAREGIVERS AND FAMILIES; TRANSPORTATION SERVICES FOR LOCAL SENIOR CENTERS. HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS A NOT-FOR-PROFIT ORGANIZATION THAT OPERATES GENERAL ACUTE CARE HOSPITALS IN NEWPORT BEACH AND IRVINE, CALIFORNIA. THE HOSPITAL PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES FOR RESIDENTS OF ORANGE COUNTY, CALIFORNIA. HOAG OPERATES A 498 LICENSED BED FACILITY IN NEWPORT BEACH AND AN 84 LICENSED BED FACILITY IN IRVINE. FULLY ACCREDITED BY THE DET NORSKE VERITAS HEALTHCARE, INC. (DNV) AND DESIGNATED AS A MAGNET HOSPITAL BY THE AMERICAN NURSES CREDENTIALING CENTER (ANCC), HOAG OFFERS A COMPREHENSIVE MIX OF HEALTH CARE SERVICES. THESE INCLUDE THE CENTERS OF EXCELLENCE IN CANCER, HEART AND VASCULAR INSTITUTE, NEUROSCIENCES INSTITUTE, ORTHOPEDIC SERVICES AND WOMEN'S HEALTH SERVICES. SINCE OPENING THE NEWPORT BEACH CAMPUS IN 1952, HOAG HAS GROWN FROM A SINGLE-SITE HOSPITAL TO HAVING THREE HOSPITALS ACROSS TWO CAMPUSES AND MULTIPLE SATELLITE OUTPATIENT SERVICES LOCATIONS. HOAG HAS INSTILLED ITS EXEMPLARY BRAND OF QUALITY PATIENT CARE AT ALL LOCATIONS. ANCC MAGNET RECOGNITION PROGRAM (R) HAS RE-DESIGNATED HOAG HOSPITAL NEWPORT BEACH AS A MAGNET HOSPITAL AND EXTENDED THE MAGNET DESIGNATION TO HOAG HOSPITAL IRVINE IN RECOGNITION OF THE COMMITMENT TO NURSING EXCELLENCE AT BOTH HOSPITALS. HOAG HAS ALSO RECEIVED ACCLAIM AS A TOP RANKING HOSPITAL FROM CONSUMER PUBLICATIONS. IN 2010, US NEWS & WORLD REPORT RELEASED ITS LATEST TOP 100 HOSPITAL RANKINGS. THE CANCER INSTITUTE RANKED 9TH AMONG CALIFORNIA HOSPITALS AND THE HIGHEST IN ORANGE COUNTY. FOR THE 15TH CONSECUTIVE YEAR, HOAG HAS BEEN NAMED THE MOST PREFERRED HOSPITAL BY ORANGE COUNTY RESIDENTS BASED ON A CONSUMER STUDY BY NATIONAL RESEARCH CORPORATION (NRC) AND IN A READER'S POLL, THE ORANGE COUNTY REGISTER SELECTED HOAG HOSPITAL AS THE BEST HOSPITAL IN ORANGE COUNTY, A TITLE HOAG HAS CLAIMED FOR 15 OF THE 16 YEARS THE POLL HAS BEEN TAKEN. HOAG SERVES ITS SURROUNDING COMMUNITIES WITH HEALTH CENTERS LOCATED IN COSTA MESA, HUNTINGTON BEACH, FOUNTAIN VALLEY, ALISO VIEJO, TWO IRVINE LOCATIONS AND ITS NEWEST LOCATION IN NEWPORT BEACH. HOAG SUCCESSFULLY OPENED HOAG HOSPITAL IRVINE ON SEPTEMBER 1, 2010. THE NEW HOSPITAL IS AN ACUTE CARE GENERAL HOSPITAL WITH A FULL-STAFFED EMERGENCY ROOM FOCUSED ON IMPROVING THE FLOW OF EMERGENCY CARE AND FEATURES HOAG ORTHOPEDICS, AN INPATIENT HOSPITAL WITHIN HOAG HOSPITAL IRVINE, PROGRESSIVE CARDIAC CARE AND DEDICATED HOSPITALISTS COMMITTED TO EXPANDING CARE 24/7.
BUSINESS RELATIONSHIP	FORM 990, PART VI, LINE 2	OFFICERS ROBERT BRAITHWAITE AND JENNIFER MITZNER HAVE A BUSINESS RELATIONSHIP.
CLASSES OF MEMBERS AND THE NATURE OF THEIR RIGHTS	FORM 990, PART VI, LINE 6	IN ACCORDANCE WITH THE BYLAWS OF THE CORPORATION, THE MEMBERS OF THE CORPORATION ARE FIFTY (50) IN NUMBER AND ARE DIVIDED EQUALLY BETWEEN THE GEORGE HOAG FAMILY FOUNDATION AND THE CONSTITUENT CHURCHES OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA), AS REPRESENTED BY THE ASSOCIATION OF PRESBYTERIAN MEMBERS.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS	FORM 990, PART VI, LINE 7A	THE MEMBERS OF THE CORPORATION HAVE THE POWER TO ELECT OR REMOVE DIRECTORS FROM THE BOARD OF DIRECTORS OF THE CORPORATION.
DECISIONS REQUIRING APPROVAL	FORM 990, PART VI, LINE 7B	THE POWERS AND RESPONSIBILITIES OF THE MEMBERS OF THE CORPORATION INCLUDE, BUT ARE NOT LIMITED TO: (A) TO ASSURE THE BOARD OF DIRECTORS CARRIES OUT THE CORPORATION'S MISSION; (B) TO CONSIDER THE QUALIFICATIONS OF DIRECTORS TO BE ELECTED TO THE BOARD OF DIRECTORS; (C) TO APPROVE ANY CHANGE TO THE NAME OF THE CORPORATION; (D) TO APPROVE ANY CHANGES TO THE CORPORATION'S MISSION STATEMENT; AND (E) TO APPROVE ANY SALE OR ALIENATION TO THE PROPERTY OR ASSETS OF THE CORPORATION.
PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990	FORM 990, PART VI, LINE 11B	THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF THE FORM 990 PRIOR TO ISSUANCE. MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION, PREPARES AND REVIEWS THE FORM 990. THE AUDIT AND COMPLIANCE COMMITTEE IS PROVIDED WITH A DRAFT FORM 990 AND IS PROVIDED AMPLE TIME TO READ THE DOCUMENT AND DEVELOP QUESTIONS. THE AUDIT AND COMPLIANCE COMMITTEE THEN CONVENES PRIOR TO ISSUANCE OF THE FORM 990 TO REVIEW AND DISCUSS THE DRAFT FORM 990 WITH MANAGEMENT AND EXTERNAL EXPERTS HIRED BY MANAGEMENT. AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEB SITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING.
PROCESS USED TO MONITOR TRANSACTIONS FOR CONFLICT OF INTEREST	FORM 990, PART VI, LINE 12C	THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE REVIEWED BY THE CHAIR AND CEO AND MATTERS ARE DISCUSSED AT THE APPROPRIATE LEVEL AS APPLICABLE GIVEN THE SITUATION. INDIVIDUAL TRANSACTIONS THAT OCCUR BETWEEN THE ANNUAL QUESTIONNAIRE ARE REVIEWED BY THE CORPORATION'S LEGAL AND COMPLIANCE OFFICERS FOR POTENTIAL CONFLICTS OF INTEREST. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT SHALL REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTION OR ARRANGEMENT, OR BE EXCUSED FROM ANY MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED.
PROCESS USED TO DETERMINE COMPENSATION	FORM 990, PART VI, LINES 15A AND 15B	THE COMPENSATION OF THE CEO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS PLUS ONE OUTSIDE NON-VOTING MEMBER. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE KEY EXECUTIVES. THE COMPENSATION COMMITTEE'S RECOMMENDATIONS RELATIVE TO EXECUTIVE COMPENSATION ARE REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS, MEETING IN EXECUTIVE SESSION, WHOSE MINUTES DOCUMENT THAT THE APPROVED COMPENSATION IS DEEMED REASONABLE. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE FOR IN EXCESS OF 36 YEARS. THIS PROCESS WAS LAST COMPLETED IN 2011.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC	FORM 990, PART VI, LINE 19	THE CORPORATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC IN SUMMARY BY INCLUSION IN AN ANNUAL REPORT THAT IS AVAILABLE ON ITS WEBSITE HTTP://WWW.HOAG.ORG/ABOUT/CORPORATE-INFORMATION. HOAG'S CODE OF CONDUCT IS POSTED ON ITS PUBLIC WEBSITE AS WELL. THE CODE OF CONDUCT PROVIDES READERS WITH AN UNDERSTANDABLE REVIEW OF THE CODE OF CONDUCT THAT MUST BE ADHERED TO BY ALL EMPLOYEES, DIRECTORS AND VENDORS. THE CORPORATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
HOURS DEVOTED TO RELATED ORGANIZATIONS	FORM 990, PART VII	RICHARD AFABLE, M.D. IS A BOARD MEMBER OF HOAG HOSPITAL FOUNDATION (HHF) AND THE PRESIDENT & CEO / BOARD MEMBER OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP). HE DEVOTED 3 HOURS PER WEEK TO HHF AND 50 HOURS PER WEEK TO HMHP. FLYNN ANDRIZZI IS THE PRESIDENT OF HHF AND AN SVP OF HMHP. HE DEVOTED 43 HOURS PER WEEK TO HHF AND 7 HOURS PER WEEK TO HMHP. STEPHEN JONES IS A BOARD MEMBER OF HHF AND THE CHAIR OF HMHP. HE DEVOTED 1 HOUR PER WEEK TO HHF AND 3 HOURS PER WEEK TO HMHP.
CHANGES IN NET ASSETS OR FUND BALANCE	FORM 990, PART XI, LINE 5	INCREASE IN VALUE OF CRT $1,600,000 UNREALIZED LOSSES ($24,364,100) CUMULATIVE EFFECT OF LOSS ON GOODWILL IMPAIRMENT ($3,125,831) UNRELATED BUSINESS LOSS FROM PARTNERSHIPS $500,538 OTHER ITEMS $65,608 -------------- TOTAL ($25,323,785)
CONSOLIDATED AUDITED FINANCIAL STATEMENTS	FORM 990, PART XII, LINE 2B	HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND AFFILIATES. A STAND-ALONE AUDIT IS NOT PREPARED FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Direct Controlling Entity NADirectControllingEntityNA	Business Name Line1DirectControllingEntityName/BusinessNameLine1
NEWPORT HEALTHCARE CENTER LLC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	331127904	MEDICAL BLDG	CA	8567481	152366902	N/A
HOAG OUTPATIENT CENTERS LLC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	453587572	PATIENT SVCS	CA	0	0		NA

Form990 Schedule R Part II Form990ScheduleRPartII (3 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
HOAG HOSPITAL FOUNDATION
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	953222343	FUNDRAISING	CA	501(C)(3)	7	HMHP
HOAG MEDICAL FOUNDATION
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	453583707	SUPPORT	CA	501(C)(3)	3	HMHP
HOAG CHARITY SPORTS
3920 BIRCH STREET SUITE 105	NEWPORT BEACH	CA	92660	452982422	SUPPORT	CA	501(C)(3)	11	HHF

Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	Code VCodeVAmount	General Or Managing PartnerGeneralOrManagingPartner	Percentage OwnershipPercentageOwnership
NEWPORT IMAGING CENTER LP
360 SAN MIGUEL	NEWPORT BEACH	CA	92660	330191776	MEDICAL IMAGING	CA	N/A	RELATED	266842	7524825	false	$0	true	0.99000
HOAG ORTHOPEDIC INSTITUTE LLC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	611588294	SPECIALTY HSPL	CA	N/A	RELATED	942723	39180086	false	$0	true	0.51000
MAIN STREET SPECIALTY SURGERY CENTER LLC
280 MAIN STREET SUITE 100	ORANGE	CA	92868	954813223	SURGERY	CA	N/A	N/A	0	0	false	$0	false	0.00000
ORTHO SURGERY CENTER OF ORANGE COUNTY LL
22 CORPORATE PLAZA DRIVE	NEWPORT BEACH	CA	92660	330841806	SURGERY	CA	N/A	N/A	0	0	false	$0	false	0.00000
ORTHOPEDIC SPECIALISTS OF NEWPORT BEACH
22 CORPORATE PLAZA DRIVE	NEWPORT BEACH	CA	92660	203014704	INVESTMENT	CA	N/A	N/A	0	0	false	$0	false	0.00000

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership
HOAG MANAGEMENT SERVICES INC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	926586100	330731587	MEDICAL MNMGT	CA	N/A	C-CORP	675655	15032041	1.00000
COASTAL MANAGEMENT SERVICES ORGANIZATION
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	926586100	330676831	PURCHASE CO-OP	CA	N/A	C-CORP	19551	419890	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	true	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	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (15 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
NEWPORT IMAGING CENTER
K	106592
HOAG HOSPITAL FOUNDATION
C	17197978
HOAG HOSPITAL FOUNDATION
K	90000
HOAG HOSPITAL FOUNDATION
A(IV)	168143
COASTAL MANAGEMENT SERVICES ORGANIZATION
K	132000
HOAG MANAGEMENT SERVICES
L	4285676
NEWPORT IMAGING CENTER
C	1697909
HOAG ORTHOPEDIC INSTITUTE
B	5497260
HOAG ORTHOPEDIC INSTITUTE
C	2241553
MAIN STREET SPECIALITY SURGERY CENTER
	0
ORTHO SURGERY CENTER ORANGE COUNTY
	0
HOAG MEDICAL FOUNDATION
	0
HOAG CHARITY SPORTS
	0
HOAG OUTPATIENT CENTERS
	0
ORTHOPEDIC SPECIALISTS OF NEWPORT BEACH
	0