ST JOSEPH HEALTH SYSTEM: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH HEALTH SYSTEM (EIN 95-3589356)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201221329349303507
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T18:03:00-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953589356 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 7143477500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S MAIN STREET | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 928684507 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH A PROCTOR | Name |
| Title | PRESIDENT & CEO | Title |
| Date Signed | 2012-04-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
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) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | DEBORAH PROCTOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S MAIN ST | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 928684507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 237528827 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STJHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE ARE COMMITTED TO EXTENDING THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 706 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18094 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 269451 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 63523629 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 217438641 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7939686 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10888512 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 19870292 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8932223 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 91351701 | TotalRevenuePriorYear |
| Total Revenue Current Year | 237528827 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4057155 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3941199 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 53782806 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 123210079 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1241453 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 36785798 | OtherExpensePriorYear |
| Other Expenses Current Year | 105182936 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 94625759 | TotalExpensesPriorYear |
| Total Expenses Current Year | 232334214 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3274058 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5194613 | RevenuesLessExpensesCY |
| Total Assets BOY | 1693408761 | TotalAssetsBOY |
| Total Assets EOY | 1666716085 | TotalAssetsEOY |
| Total Liabilities BOY | 1629527518 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1593375846 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 63881243 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 73340239 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 181979028 | Expense |
| Grants | 3941199 | Grants |
| Revenue | 226872953 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 181979028 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 332 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 706 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DARRIN MONTALVO | NamePerson |
| Telephone Number | 7143477500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S MAIN STREET SUITE 1000 | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92868 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD S BLAIR | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| NED DOLEJSI | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER MARIE JEANNE GAILLAC | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| FATHER TOM KOPFENSTEINER | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| KEITH MARTON MD | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER LORAINE POLACCI | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER KATHLEEN PRUITT | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DAN WILFORD | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| SISTER CLAUDETTE DESFORGES | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER JO ANN EANNARENO | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER DIANE HEJNA | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| MARY LYONS PHD | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| SISTER EILEEN MCNERNEY CSJ | |||||||||
| BOARD TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER MARY BERNADETTE MCNULTY | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| PAULA L WOODS | |||||||||
| BOARD TRUSTEE/COMMITTEE CHAIR | 4.0 | X | 0 | 0 | 0 | ||||
| BILL NOCE | |||||||||
| BOARD TRUSTEE/CHAIRMAN | 5.0 | X | 45000 | 0 | 0 | ||||
| HENRY WALKER | |||||||||
| BD TRUSTEE/INT CEO/COMM CHAIR | 4.0 | X | 259687 | 0 | 0 | X | |||
| DEBORAH A PROCTOR | |||||||||
| SYSTEM CEO | 50.0 | X | 1727345 | 0 | 310878 | X | |||
| DARRIN MONTALVO | |||||||||
| EVP CFO | 50.0 | 919849 | 0 | 50495 | X | ||||
| SUSAN WHITTAKER | |||||||||
| SVP CAO, GVCNSL | 50.0 | 764198 | 0 | 55818 | X | ||||
| SISTER JANE HELMLINGER | |||||||||
| VP OF MISSION INTEGRATION | 50.0 | 0 | 0 | 0 | X | ||||
| JOSEPH RANDOLPH | |||||||||
| SYSTEM EVP COO | 50.0 | 1290925 | 0 | 50729 | X | ||||
| ELLIOT STERNBERG | |||||||||
| EVP, CHIEF MEDICAL OFFICER | 50.0 | 934481 | 0 | 36849 | X | ||||
| WILLIAM MURIN | |||||||||
| EVP, SYSTEM SERVICES | 50.0 | 858377 | 0 | 16833 | X | ||||
| PETER BASTONE | |||||||||
| CEO, MHRMC | 0.0 | 846397 | 0 | 55724 | X | ||||
| DENNIS SISTO | |||||||||
| CEO, QVMC | 0.0 | 782271 | 0 | 40447 | X | ||||
| CLARENCE BURKE | |||||||||
| SVP, INTEGRATED MEDICAL GROUP | 0.0 | 723892 | 0 | 31016 | X | ||||
| LEE PENROSE | |||||||||
| CEO, SJMC | 0.0 | 715886 | 0 | 38662 | X | ||||
| CLYDE WESP | |||||||||
| SVP, CHIEF MEDICAL OFFICER | 50.0 | 658319 | 0 | 23573 | X | ||||
| KEVIN KLOCKENGA | |||||||||
| CEO, SRM & PVH | 0.0 | 617060 | 0 | 37035 | X | ||||
| JOSEPH MARK | |||||||||
| CEO, SJE & RMH | 0.0 | 606210 | 0 | 33913 | X | ||||
| ANNETTE WALKER | |||||||||
| EVP, STRATEGIC IMPLEMENTATION | 50.0 | 593574 | 0 | 43000 | X | ||||
| LAWRENCE STOFKO | |||||||||
| SVP, CIO | 50.0 | 579535 | 0 | 50292 | X | ||||
| RICHARD PARKS | |||||||||
| CEO, CHS | 0.0 | 576684 | 0 | 8649 | X | ||||
| JASON BARKER | |||||||||
| CEO, SMMC | 0.0 | 564732 | 0 | 24006 | X | ||||
| SHANNON DWYER | |||||||||
| SVP, GENERAL COUNSEL | 50.0 | 560088 | 0 | 48151 | X | ||||
| RYAN FAULKNER | |||||||||
| SVP, HUMAN RESOURCES | 50.0 | 406174 | 0 | 31325 | X | ||||
| LARRY AINSWORTH | |||||||||
| SPECIAL ADVISOR | 0.0 | 765542 | 0 | 41135 | X | ||||
| AZHAR QURESHI | |||||||||
| SVP, COMMUNITY HEALTH | 50.0 | 630648 | 0 | 31002 | X | ||||
| STEPHEN GILBERT | |||||||||
| VP, FACILITIES | 50.0 | 566206 | 0 | 50806 | X | ||||
| JAMES MCMANUS | |||||||||
| VP FINANCE, SUPPLY CHAIN | 50.0 | 550078 | 0 | 47498 | X | ||||
| JOANN ESCASA-HAIGH | |||||||||
| SVP, FINANCE | 50.0 | 521035 | 0 | 43999 | X | ||||
| MELINDA CLARK | |||||||||
| CEO, CHS (FORMER KEY EMPLOYEE) | 0.0 | 367265 | 0 | 0 | X | ||||
| ADRIANA LYNCH | |||||||||
| SVP, CORP COMM (FMR KEY EMP) | 0.0 | 331816 | 0 | 0 | X | ||||
| GEORGE PEREZ | |||||||||
| CEO, SRM AND PVH (FMR OFFICER) | 0.0 | 317152 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 19080426 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1201835 | TotalOtherCompensation |
| Number Individuals GT100 K | 168 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DELOITTE CONSULTING LLP | |||||
| 4022 SELLS DRIVE | HERMITAGE | TN | 37076 | CONSULTING | 6448118 |
| POLSINELLI SHUGHART PC | |||||
| 700 WEST 47TH STREET SUITE 1000 | KANSAS CITY | MO | 64112 | LEGAL | 4528627 |
| SIMPLER NORTH AMERICA LP | |||||
| PO BOX 36 | BLOOMFIELD | IA | 52537 | CONSULTING | 3426246 |
| NAVIN HAFFTY ASSOCIATES LLC | |||||
| 200 CORDWAINER DRIVE SUITE 100 | NORWELL | MA | 02061 | LEGAL | 3017040 |
| DENMARK SHANNON ROLAND | |||||
| PO BOX 1582 | APPLE VALLEY | CA | 92307 | CONSTRUCTION | 2876081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 57 | NumberOfContractorsGT100K |
| All Other Contributions | 269451 | AllOtherContributions |
| Total Contributions | 269451 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SUPPORT AND SERVICE REVENUE | 561110 | 213223968 | 213223968 |
| COLLECTION SERVICE REVENUE | 561110 | 3513447 | 3513447 |
| MANAGEMENT FEES FROM TAX-EXEMPT ORGS. | 561110 | 699996 | 699996 |
| ALL OTHER PROGRAM SERVICE REVENUE | 900099 | 1230 | 1230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 217438641 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10888512 | TotalRevenueColumn |
| Exclusion | $10,888,512 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| REBATES AND REFUNDS | 561110 | 5165241 | 5165241 |
| ASSET RETIREMENT-LIABILITY ADJ | 900099 | 3153681 | 3153681 |
| EXPENSE REIMBURSEMENTS | 561110 | 1115390 | 1115390 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -502089 | TotalRevenueColumn |
| Exclusion | -$502,089 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8932223 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 237528827 | TotalRevenueColumn |
| Related Or Exempt Function Income | 226872953 | RelatedOrExemptFunctionIncome |
| Exclusion | $10,386,423 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3941199 | Total |
| Program Services | 3941199 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18149221 | Total |
| Program Services | 11371837 | ProgramServices |
| Management And General | 6777384 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416772 | Total |
| Management And General | 416772 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55356519 | Total |
| Program Services | 43153550 | ProgramServices |
| Management And General | 11510758 | ManagementAndGeneral |
| Fundraising | 692211 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2530664 | Total |
| Program Services | 2122649 | ProgramServices |
| Management And General | 366025 | ManagementAndGeneral |
| Fundraising | 41990 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43121283 | Total |
| Program Services | 31227206 | ProgramServices |
| Management And General | 11524708 | ManagementAndGeneral |
| Fundraising | 369369 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3635620 | Total |
| Program Services | 2717760 | ProgramServices |
| Management And General | 879388 | ManagementAndGeneral |
| Fundraising | 38472 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188508 | Total |
| Program Services | 94254 | ProgramServices |
| Management And General | 94254 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3612609 | Total |
| Management And General | 3612609 | 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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25716114 | Total |
| Program Services | 18294675 | ProgramServices |
| Management And General | 7412962 | ManagementAndGeneral |
| Fundraising | 8477 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6476323 | Total |
| Program Services | 5559838 | ProgramServices |
| Management And General | 908252 | ManagementAndGeneral |
| Fundraising | 8233 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35845959 | Total |
| Program Services | 35425115 | ProgramServices |
| Management And General | 420844 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2710842 | Total |
| Program Services | 1899321 | ProgramServices |
| Management And General | 810788 | ManagementAndGeneral |
| Fundraising | 733 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2754684 | Total |
| Program Services | 1749066 | ProgramServices |
| Management And General | 968377 | ManagementAndGeneral |
| Fundraising | 37241 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1330610 | Total |
| Program Services | 297064 | ProgramServices |
| Management And General | 1032595 | ManagementAndGeneral |
| Fundraising | 951 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2302321 | Total |
| Program Services | 1795810 | ProgramServices |
| Management And General | 506511 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6597888 | Total |
| Program Services | 6597888 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5357892 | Total |
| Program Services | 4179156 | ProgramServices |
| Management And General | 1178736 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7834119 | Total |
| Program Services | 7772130 | ProgramServices |
| Management And General | 61989 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ASSOCIATION DUES | 2720256 | 2720256 | ||
| OTHER DUES | 590780 | 219309 | 353642 | 17829 |
| ALL OTHER EXPENSES | 1144031 | 840945 | 277139 | 25947 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232334214 | Total |
| Program Services | 181979028 | ProgramServices |
| Management And General | 49113733 | ManagementAndGeneral |
| Fundraising | 1241453 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246598653 | BOY |
| EOY | 87569892 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150000 | BOY |
| EOY | 116667 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2737738 | BOY |
| EOY | 2732688 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 120200572 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22359458 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55876591 | BOY |
| EOY | 97841114 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109254612 | BOY |
| EOY | 179773737 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37447593 | BOY |
| EOY | 23597949 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35421000 | BOY |
| EOY | 35421000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1205922574 | BOY |
| EOY | 1239663038 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1693408761 | BOY |
| EOY | 1666716085 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166495207 | BOY |
| EOY | 196071834 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1255831343 | BOY |
| EOY | 1226832875 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119200000 | BOY |
| EOY | 68700000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88000968 | BOY |
| EOY | 101771137 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1629527518 | BOY |
| EOY | 1593375846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63262617 | BOY |
| EOY | 72774408 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 618626 | BOY |
| EOY | 565831 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63881243 | BOY |
| EOY | 73340239 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1693408761 | BOY |
| EOY | 1666716085 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5194613 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4264383 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH MINISTRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271666576 | EIN |
| Type Of Organization | 01 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule 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 | true | MailingsMembers |
| Mailings Members | $3,169 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $9,429 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 12598 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B | ReturnReference |
| Explanation | DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11230000 | OtherCostOrOtherBasis |
| Book Value | 11230000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25300562 | OtherCostOrOtherBasis |
| Depreciation | 11579261 | Depreciation |
| Book Value | 13721301 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6199348 | OtherCostOrOtherBasis |
| Depreciation | 2959820 | Depreciation |
| Book Value | 3239528 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19995906 | OtherCostOrOtherBasis |
| Depreciation | 7820377 | Depreciation |
| Book Value | 12175529 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57474756 | OtherCostOrOtherBasis |
| Book Value | 57474756 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 97841114 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTERCO BONDS AFFILIATES | 1147380219 |
| INTERCO RECEIVABLES | 54777529 |
| OTHER ASSETS | 37505290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1239663038 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SWAP VALUATION | $44,964,253 |
| RETIREE PLANS | $42,273,708 |
| ASBESTOS ASSET RETIREMENT LIABILITY | $14,533,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 101771137 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY OR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2011 OR 2010. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | LEPUY PILGRIMAGE | 279060 |
| Central America and the Caribbean | 0 | 0 | Program Services | SEE PART IV | 47200 |
| Central America and the Caribbean | 0 | 0 | Investments | 104823192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 105149452 | SubtotalAmountSpent |
| Total Amount Spent | 105149452 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | ReturnReference |
| Explanation | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN COLUMN F. SCHEDULE F, PART I, LINE 3, #2 EL SALVADOR/GUATEMALA PILGRIMAGE | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ST JOSEPH HOSPITAL OF EUREKA | |||||||
| 2700 DOLBEER ST | EUREKA | CA | 95501 | 951156596 | 501(C)(3) | 3277751 | PROGRAM SUPPORT |
| VOLUNTEER CENTER ORANGE COUNTY | |||||||
| 1901 E FOURTH STREET | SANTA ANA | CA | 92705 | 952021700 | 501(C)(3) | 250000 | PROGRAM SUPPORT |
| MERCY HOUSING | |||||||
| 1999 BROADWAY SUITE 1000 | DENVER | CO | 80202 | 470646706 | 501(C)(3) | 150000 | PROGRAM SUPPORT |
| THE FED OF THE CONGREGATIONS OF SISTERS ST JOSEPH | |||||||
| 11 DAVIS STREET | BELMONT | MA | 02478 | 431519323 | 501(C)(3) | 55000 | PROGRAM SUPPORT |
| CALIFORNIA INSTITUTE FOR NURSING | |||||||
| 663 13TH STREET STE 300 | OAKLAND | CA | 94612 | 820570413 | 501(C)(3) | 50000 | PROGRAM SUPPORT |
| LATINO HEALTH ACCESS | |||||||
| 450 W 4TH ST STE 130 | SANTA ANA | CA | 92701 | 330562943 | 501(C)(3) | 27500 | PROGRAM SUPPORT |
| SISTERS OF ST JOSEPH OF ORANGE | |||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | 501(C)(3) | 17250 | PROGRAM SUPPORT |
| TALLER SAN JOSE | |||||||
| 801 N BROADWAY | SANTA ANA | CA | 92701 | 593816355 | 501(C)(3) | 15000 | PROGRAM SUPPORT |
| OC HUMAN RELATIONS | |||||||
| 1300 S GRAND AVE BLDG B | SANTA ANA | CA | 92705 | 330438086 | 501(C)(3) | 10000 | PROGRAM SUPPORT |
| COVENANT HEALTH SYSTEM FOUNDATION | |||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 952897026 | 501(C)(3) | 10000 | PROGRAM SUPPORT |
| SHARE OUR SELVES | |||||||
| 1550 SUPERIOR AVENUE | COSTA MESA | CA | 92627 | 953222316 | 501(C)(3) | 10000 | PROGRAM SUPPORT |
| BETHANY | |||||||
| 480 S BATAVIA | ORANGE | CA | 92856 | 951643383 | 501(C)(3) | 7699 | PROGRAM SUPPORT |
| MATER DEI HIGH SCHOOL | |||||||
| 1202 W EDINGER AVENUE | SANTA ANA | CA | 92707 | 951648193 | 501(C)(3) | 5500 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | DONATIONS TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF THE ST. JOSEPH HEALTH SYSTEM. NO FOLLOW UP MONITORING IS CONDUCTED. THE DONATION TO ST. JOSEPH HOSPITAL OF EUREKA WAS GIVEN TO MATCH THEIR CAPITAL CAMPAIGN AND WAS APPROVED BY THE SJHS BOARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (28 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HENRY WALKER | |||||||||||||
| 259687 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 259687 | 0 | 0 | 0 |
| DEBORAH A PROCTOR | |||||||||||||
| 1043102 | 0 | 426987 | 0 | 257256 | 0 | 296978 | 0 | 13900 | 0 | 2038223 | 0 | 0 | 0 |
| DARRIN MONTALVO | |||||||||||||
| 498761 | 0 | 177176 | 0 | 243912 | 0 | 21629 | 0 | 28866 | 0 | 970344 | 0 | 0 | 0 |
| SUSAN WHITTAKER | |||||||||||||
| 414675 | 0 | 143109 | 0 | 206414 | 0 | 22023 | 0 | 33795 | 0 | 820016 | 0 | 0 | 0 |
| JOSEPH RANDOLPH | |||||||||||||
| 710258 | 0 | 241550 | 0 | 339117 | 0 | 22031 | 0 | 28698 | 0 | 1341654 | 0 | 0 | 0 |
| ELLIOT STERNBERG | |||||||||||||
| 513547 | 0 | 174566 | 0 | 246368 | 0 | 17102 | 0 | 19747 | 0 | 971330 | 0 | 0 | 0 |
| WILLIAM MURIN | |||||||||||||
| 482546 | 0 | 163542 | 0 | 212289 | 0 | 7350 | 0 | 9483 | 0 | 875210 | 0 | 0 | 0 |
| PETER BASTONE | |||||||||||||
| 422410 | 0 | 162636 | 0 | 261351 | 0 | 17149 | 0 | 38575 | 0 | 902121 | 0 | 37980 | 0 |
| DENNIS SISTO | |||||||||||||
| 395384 | 0 | 152551 | 0 | 234336 | 0 | 22024 | 0 | 18423 | 0 | 822718 | 0 | 21372 | 0 |
| CLARENCE BURKE | |||||||||||||
| 369115 | 0 | 124998 | 0 | 229779 | 0 | 17001 | 0 | 14015 | 0 | 754908 | 0 | 54085 | 0 |
| LEE PENROSE | |||||||||||||
| 395460 | 0 | 158748 | 0 | 161678 | 0 | 17079 | 0 | 21583 | 0 | 754548 | 0 | 0 | 0 |
| CLYDE WESP | |||||||||||||
| 383643 | 0 | 130820 | 0 | 143856 | 0 | 9770 | 0 | 13803 | 0 | 681892 | 0 | 0 | 0 |
| KEVIN KLOCKENGA | |||||||||||||
| 350926 | 0 | 137694 | 0 | 128440 | 0 | 9769 | 0 | 27266 | 0 | 654095 | 0 | 0 | 0 |
| JOSEPH MARK | |||||||||||||
| 358017 | 0 | 141332 | 0 | 106861 | 0 | 9769 | 0 | 24144 | 0 | 640123 | 0 | 0 | 0 |
| ANNETTE WALKER | |||||||||||||
| 369652 | 0 | 122580 | 0 | 101342 | 0 | 9201 | 0 | 33799 | 0 | 636574 | 0 | 0 | 0 |
| LAWRENCE STOFKO | |||||||||||||
| 317552 | 0 | 110323 | 0 | 151660 | 0 | 16775 | 0 | 33517 | 0 | 629827 | 0 | 0 | 0 |
| RICHARD PARKS | |||||||||||||
| 378190 | 0 | 97587 | 0 | 100907 | 0 | 0 | 0 | 8649 | 0 | 585333 | 0 | 0 | 0 |
| JASON BARKER | |||||||||||||
| 316797 | 0 | 105138 | 0 | 142797 | 0 | 9800 | 0 | 14206 | 0 | 588738 | 0 | 0 | 0 |
| SHANNON DWYER | |||||||||||||
| 311372 | 0 | 107392 | 0 | 141324 | 0 | 17139 | 0 | 31012 | 0 | 608239 | 0 | 0 | 0 |
| RYAN FAULKNER | |||||||||||||
| 267073 | 0 | 63887 | 0 | 75214 | 0 | 9443 | 0 | 21882 | 0 | 437499 | 0 | 0 | 0 |
| LARRY AINSWORTH | |||||||||||||
| 398610 | 0 | 206901 | 0 | 160031 | 0 | 19564 | 0 | 21571 | 0 | 806677 | 0 | 0 | 0 |
| AZHAR QURESHI | |||||||||||||
| 347470 | 0 | 118028 | 0 | 165150 | 0 | 16999 | 0 | 14003 | 0 | 661650 | 0 | 0 | 0 |
| STEPHEN GILBERT | |||||||||||||
| 326984 | 0 | 99931 | 0 | 139291 | 0 | 22018 | 0 | 28788 | 0 | 617012 | 0 | 0 | 0 |
| JAMES MCMANUS | |||||||||||||
| 287715 | 0 | 78560 | 0 | 183803 | 0 | 17135 | 0 | 30363 | 0 | 597576 | 0 | 44388 | 0 |
| JOANN ESCASA-HAIGH | |||||||||||||
| 315643 | 0 | 114616 | 0 | 90776 | 0 | 9772 | 0 | 34227 | 0 | 565034 | 0 | 0 | 0 |
| MELINDA CLARK | |||||||||||||
| 0 | 0 | 0 | 0 | 367265 | 0 | 0 | 0 | 0 | 0 | 367265 | 0 | 0 | 0 |
| ADRIANA LYNCH | |||||||||||||
| 0 | 0 | 0 | 0 | 331816 | 0 | 0 | 0 | 0 | 0 | 331816 | 0 | 0 | 0 |
| GEORGE PEREZ | |||||||||||||
| 0 | 0 | 0 | 0 | 317152 | 0 | 0 | 0 | 0 | 0 | 317152 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART 1, LINE 1A | ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING TRUSTEE AND OFFICER RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION: HENRY WALKER - $306 THE HEALTH SYSTEM GROSSES UP PAYMENTS FOR LIMITED APPROVED EXPENDITURES. EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. THE HEALTH SYSTEM ALLOWS FOR PAYMENT OF HEALTH AND SOCIAL CLUBS USED FOR BUSINESS ACTIVITY. SUCH EXPENDITURES ARE NOT CONSIDERED TAXABLE COMPENSATION. |
| SCHEDULE J, PART I LINE 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FOR EITHER PART OR ALL OF THE YEAR: MELINDA CLARK - $367,265 ADRIANA LYNCH - $331,816 GEORGE PEREZ - $317,152 | |
| SCHEDULE J, PART I LINE 4B | EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THE 457(F) PLAN: PETER BASTONE - $37,980 DENNIS SISTO - $21,372 CLARENCE BURKE - $54,085 JAMES MCMANUS - $44,388 ST. JOSEPH HEALTH SYSTEM EXECUTED A MARKET-COMPETITIVE SUPPLEMENTAL RETIREMENT PLAN AGREEMENT WITH DEBORAH PROCTOR, CHIEF EXECUTIVE OFFICER. OTHER DEFERRED COMPENSATION INCLUDES $284,836 FOR THE CURRENT YEAR VESTING. THE PLAN VESTS FROM HER HIRE DATE OF NOVEMBER 2004 THROUGH DECEMBER 2013. | |
| SCHEDULE J, PART I LINE 7 | A PORTION OF THE EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTH 2009 | |||||||
| 521643828 | 13033LCN5 | 2009-08-27 | 426930280 | SEE PART V | false | false | false |
| CALIFORNIA STATEWIDE COMMUNITIES DEV AUTH 2007 | |||||||
| 680164610 | 130795CX3 | 2007-04-18 | 494550000 | SEE PART V | false | false | false |
| LUBBOCK HEALTH FACILITIES DEVELOPMENT CORP 2008A | |||||||
| 521313557 | 549208DX1 | 2008-05-15 | 51500000 | SEE PART V | false | false | false |
| LUBBOCK HEALTH FACILITIES DEVELOPMENT CORP 2008B | |||||||
| 521313557 | 549208DY9 | 2008-06-19 | 136185000 | SEE PART V | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 340000 | 0 | 426930280 | 0 | 0 | 0 | 4480280 | 0 | 0 | 180000000 | 0 | 0 | 2009 | true | false | true | true |
| 13400000 | 0 | 503314075 | 0 | 1965796 | 0 | 3420712 | 7471224 | 0 | 417563109 | 0 | 0 | 2008 | true | false | true | true |
| 3450000 | 0 | 51500000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2004 | true | false | true | true |
| 20180000 | 0 | 136185000 | 0 | 0 | 0 | 602023 | 1035827 | 0 | 0 | 0 | 0 | 1998 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | 0.01000 | 0.00200 | 0.01200 | true |
| false | true | true | true | true | 0.01600 | 0.00200 | 0.01800 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| false | true | false | false | false | false | |||
| (no name) | ||||||||
| false | false | false | false | false | true | |||
| (no name) | ||||||||
| false | false | false | false | false | false | |||
| MORGAN STANLEY SVCS | ||||||||
| false | true | true | false | false | false | 25. | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE K, PART I, COLUMN F | A. THE PROCEEDS DERIVED FROM THE SALE OF THE 2009A BONDS ARE TO BE USED TO FUND CERTAIN COSTS OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $180,000,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, ST. JOSEPH HOSPITAL OF EUREKA, AND ST. JUDE MEDICAL CENTER. THE ORIGINAL ISSUE DATE WAS AUGUST 27, 2009. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE ALSO TO BE USED TO REFUND THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JANUARY 29, 2004 & REFUNDED MAY 15, 2008 & REFUNDED AGAIN AUGUST 27,2009. B. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COSTS OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $255,000,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, QUEEN OF THE VALLEY MEDICAL CENTER, ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL (ORANGE), ST. MARY REGIONAL MEDICAL CENTER AND SANTA ROSA MEMORIAL HOSPITAL. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE ALSO TO BE USED TO REFUND THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY CERTIFICATES OF PARTICIPATION ORIGINALLY EXECUTED AND DELIVERED ON OCTOBER 22, 1997. C. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE LUBBOCK HEALTH FACILTIES DEVELOPMENT CORPORATION ("LHFDC") INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JUNE 30, 2000. D. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE LHFDC INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON DECEMBER 1, 1998. |
| SCHEDULE K, PART II, LINE 3 | B. THE DIFFERENCE FROM THE BOND ISSUE PRICE IN PART I, COLUMN (E) IS DUE TO INTEREST EARNED ON THE PROJECT FUNDS PRIOR TO FINAL ALLOCATION OF PROCEEDS. |
| SCHEDULE K, PART IV, LINE 2 | B. THE BONDS WERE CONVERTED FROM A VARIABLE RATE TO A FIXED RATE IN MARCH OF 2008. C. THE BONDS WERE CONVERTED FROM A VARIABLE RATE TO A FIXED RATE IN AUGUST OF 2009. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| LAWRENCE STOFKO | ||||||
| RELOCATION | X | $50,000 | 50000 | false | true | true |
| KEVIN KLOCKENGA | ||||||
| RELOCATION | X | $100,000 | 66667 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 116667 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AMENDED RETURN | FORM 990, BOX B | THIS RETURN HAS BEEN AMENDED TO INCLUDE ATTACHMENT 7 FOR THE FORM 5471. |
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, THE SJHS SYSTEM OFFICE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | REALIZING OUR MISSION THE SJHS SYSTEM OFFICE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. TODAY THE ST. JOSEPH HEALTH SYSTEM IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. SJHS IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA AND WEST TEXAS/EAST NEW MEXICO AND SERVES A DIVERSE POPULATION ESTIMATED AT 7 MILLION. THE SYSTEM INCLUDES THE SYSTEM OFFICE LOCATED IN ORANGE, CALIFORNIA, 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. THREE MISSION OUTCOMES ALONGSIDE THE ENTIRE ST. JOSEPH HEALTH SYSTEM, THE SJHS SYSTEM OFFICE IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. WHAT ARE THE STEPS WE ARE TAKING TO REACH THIS GOAL? WE COLLECT AND ANALYZE DATA ON VARIOUS DEMOGRAPHIC, SOCIOECONOMIC, MORBIDITY AND HEALTH RELATED BEHAVIORS IN THE COMMUNITIES WE SERVE. BY COLLECTING COMMUNITY HEALTH DATA, WE ARE ABLE TO SHARE OUR FINDINGS WITH OTHER COMMUNITY ORGANIZATIONS AND DEVELOP EVIDENCE-BASED INITIATIVES AND PROGRAMS IN THE COMMUNITIES WE SERVE. |
| FY11 PROGRAM SERVICE ACCOMPLISHMENTS: | THE OVERALL GOAL OF HEALTHY FOR LIFE IS TO DECREASE THE PREVALENCE OF CHILDREN AND ADOLESCENTS WHO ARE OVERWEIGHT OR OBESE. KEY PARTNERS: SOUTHERN CALIFORNIA: ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL ORANGE, MISSION HOSPITAL- LAGUNA BEACH AND MISSION VIEJO, ST. MARY MEDICAL CENTER. NORTHERN CALIFORNIA: QUEEN OF THE VALLEY MEDICAL CENTER, ST. JOSEPH HEALTH SYSTEM-HUMBOLDT COUNTY, ST. JOSEPH HEALTH SYSTEM- SONOMA COUNTY, ST. JOSEPH HEALTH SYSTEM FOUNDATION, AND LOCAL SCHOOL DISTRICTS IN NORTHERN AND SOUTHERN CALIFORNIA SERVICE AREAS. ACCOMPLISHMENTS: CHILDHOOD OBESITY HAS INCREASED CONSIDERABLY IN THE PAST 30 YEARS. THE CENTERS FOR DISEASE CONTROL AND PREVENTION ASSERT THAT OBESITY RATES FOR CHILDREN AGED 6 TO 11 YEARS INCREASED FROM 6.5% IN 1980 TO 19.6% IN 2008. IN THE SAME TIMEFRAME, THE PREVALENCE AMONG ADOLESCENTS AGED 12 TO 19 YEARS INCREASED FROM 5.0% TO 18.1%. ACCORDING TO THE 2009 CALIFORNIA HEALTH INTERVIEW SURVEY PUBLISHED BY THE UCLA CENTER FOR HEALTH POLICY RESEARCH, 28.6% OF ADOLESCENTS AND 11.2% OF CHILDREN ARE OVERWEIGHT OR OBESE IN THE STATE OF CALIFORNIA. THE CAUSAL PATHWAYS OF OBESITY ARE MULTIFACETED AND ALTHOUGH SEDENTARY LIFESTYLES AND EXCESS CALORIC INTAKE ARE THE PRIMARY DRIVERS OF THE EPIDEMIC, THESE ARE MEDIATED BY GENETIC, SOCIOECONOMIC, AND ENVIRONMENTAL VARIABLES. SEVERAL INFLUENCING FACTORS INCLUDE: THE PERCEPTION OF UNSAFE STREETS; MORE TIME SPENT ON COMPUTERS AND WATCHING TELEVISION; GREATER RELIANCE ON THE AUTOMOBILE FOR TRANSPORTATION; LACK OF SAFE AND WELCOMING OPPORTUNITIES FOR WALKING AND BICYCLING; THE INFLUENCE OF ADVERTISING MEDIA TO CONSUME HIGH FAT AND HIGH SUGAR PRODUCTS; AND THE TENDENCY OF THOSE WITH LOW INCOMES TO CONSUME INEXPENSIVE BUT CALORIE RICH FOODS. THE OVERALL GOAL OF THE HEALTHY FOR LIFE PROGRAM IS TO DECREASE THE PREVALENCE OF CHILDREN AND ADOLESCENTS WHO ARE OVERWEIGHT OR OBESE. THE LINK BETWEEN AN UNHEALTHY WEIGHT STATUS AND CHRONIC DISEASES SUCH AS TYPE II DIABETES AND PREMATURE CARDIOVASCULAR DISEASE IS WELL ESTABLISHED. RESEARCH ALSO SUGGESTS THAT INDIVIDUALS WHO ARE OVERWEIGHT OR OBESE ARE AT GREATER RISK FOR PSYCHOLOGICAL DISTRESS INCLUDING DEPRESSION, POOR SELF-ESTEEM AND LONELINESS. HEALTHY FOR LIFE WAS DEVELOPED TO ADDRESS BOTH THE PHYSICAL AND PSYCHOLOGICAL IMPACTS OF CHILDHOOD OBESITY. THE PROGRAM'S OBJECTIVES INVOLVE TEACHING THE STUDENTS SKILLS AND PROVIDING THEM WITH TOOLS THAT WILL ENABLE THEM TO DEVELOP HEALTHIER LIFESTYLE HABITS. THE PHYSICAL AND NUTRITION EDUCATION COMPONENTS ARE SPECIFICALLY TAILORED FOR CHILDREN IN PRESCHOOL AND ELEMENTARY SCHOOL AND FOR ADOLESCENTS IN MIDDLE AND HIGH SCHOOLS. THE PHYSICAL EDUCATION COMPONENT TEACHES STUDENTS THE IMPORTANCE OF BEING PHYSICALLY ACTIVE. THE SPORTS, PLAY AND ACTIVE RECREATION FOR KIDS (SPARK) CURRICULUM IS USED FOR THE PRESCHOOL AND ELEMENTARY STUDENTS WITH LESSONS INCORPORATED INTO THEIR SCHOOL DAY. GAME CONES, NYLON ROPE, SCOOTERS, BEACH BALLS, FOAM AND KOOSH BALLS, PADDLES, HOOPS, A 20-FOOT PARACHUTE AND A CRAWL TUNNEL ARE SUPPLIED TO THE YOUNGER STUDENTS AS PART OF THE SPARK CURRICULUM. FOR THE MIDDLE AND HIGH SCHOOL STUDENTS, THE PROGRAM IS OFFERED AS A GRADED PHYSICAL EDUCATION (PE) CLASS AND THE FITNESS FOR LIFE TEXTBOOK IS USED AS A BASE FOR THE CURRICULUM. THE FITNESS EQUIPMENT FOR MIDDLE AND HIGH SCHOOLS INCLUDES BODY BARS, DUMB BELLS, JUMP ROPES, LOWER BODY BANDS, EXERCISE TUBING AND EXERCISE BALLS. AS PART OF THE PHYSICAL ACTIVITY CURRICULUM, A CERTIFIED KICKBOXING INSTRUCTOR LEADS A KICKBOXING WORKOUT SESSION TWICE A MONTH FOR THE STUDENTS. EACH SCHOOL IS PROVIDED WITH THE FITNESS EQUIPMENT REQUIRED FOR THE PROGRAM AT NO COST. THE NUTRITION EDUCATION COMPONENT OF THE PROGRAM IS INCORPORATED INTO THE PE CLASS AND AIMS TO EQUIP THE STUDENTS WITH KNOWLEDGE THAT WILL ENABLE THEM TO MAKE HEALTHIER EATING AND LIFESTYLE CHOICES. IN ADDITION TO THE CLASS, A REGISTERED DIETICIAN PROVIDES TWO HOUR-LONG NUTRITION PRESENTATIONS TO THE STUDENTS AFTER SCHOOL. FOR PRESCHOOL AND ELEMENTARY STUDENTS THE PRESENTATIONS ARE SPECIFICALLY TARGETED FOR THEIR PARENTS WHO ARE ENCOURAGED TO ATTEND THE LECTURES, OFFERED IN ENGLISH AND SPANISH. THE LESSONS AND LECTURES ARE BASED ON A VARIETY OF TOPICS INCLUDING THE IMPORTANCE OF EATING BREAKFAST DAILY, INCREASING VEGETABLE AND FRUIT CONSUMPTION, METHODS ON HOW TO PREPARE HEALTHIER CULTURAL MEALS, MINIMIZING THE CONSUMPTION OF FOODS THAT ARE HIGH IN FAT AND SUGAR, EATING OUT HEALTHY, HOW TO READ A NUTRITION LABEL, AND PORTION DISTORTION. MIDDLE AND HIGH SCHOOL STUDENTS ARE ALSO ENCOURAGED TO INPUT THEIR ACTIVITY AND FOOD LOGS INTO THE PROGRAM WEBSITE (HTTP://WWW.HEALTHYFORLIFE.ORG) AVAILABLE IN SPANISH AND ENGLISH. A LAPTOP COMPUTER IS PROVIDED TO EACH PARTICIPATING MIDDLE AND HIGH SCHOOL TO ENSURE ACCESS TO A COMPUTER. WEEKLY NUTRITION TIPS ARE ALSO SHARED WITH THE STUDENTS AND THEIR FAMILIES AT SCHOOL. THE HEALTHY FOR LIFE PROGRAM IS INNOVATIVE AND CREATIVE IN ADDRESSING THE COMMUNITY ISSUE OF CHILDHOOD OBESITY. AS PART OF THE PHYSICAL ACTIVITY COMPONENT, FITNESS INSTRUCTORS LEAD STUDENTS IN EXERCISE ROUTINES SUCH AS KICKBOXING AND ZUMBA. FURTHERMORE, THE CULTURALLY-RESPONSIVE PROGRAM ALLOWS FOR COMMUNITY ADAPTABILITY TO SERVE DISTINCTIVE GEOGRAPHIC AND DEMOGRAPHIC MAKE-UPS. TO DATE, OVER 10,000 STUDENTS HAVE BEEN IMPACTED BY THE HEALTHY FOR LIFE PROGRAM. OVER 50% OF THE STUDENTS ARE OF HISPANIC ORIGIN AND MORE THAN 80% OF THE STUDENTS ARE ENROLLED IN TITLE I SCHOOLS ACROSS THE STATE, WHICH ARE SCHOOLS WHERE 40% OF ENROLLMENT CONSISTS OF CHILDREN FROM LOW-INCOME FAMILIES. ADDITIONALLY THE INITIATIVE HAS INCREASED COMMUNITY LINKAGES BETWEEN PHYSICIANS AND SCHOOL DISTRICTS. THESE LINKAGES HAVE RESULTED IN A CULTURAL SHIFT WITH PARTICIPATING SCHOOL TEACHERS, STAFF, STUDENTS AND THEIR COMMUNITY TOWARD A COMMITMENT FOR PHYSICAL ACTIVITY. TO IMPLEMENT THE PROGRAM, SJHS AND ITS ENTITIES HAVE PARTNERED WITH SCHOOLS AND SCHOOL DISTRICTS IN THE COMMUNITIES THEY SERVE AS WELL AS THE UNIVERSITY OF CALIFORNIA-IRVINE. CALIFORNIA STATE UNIVERSITY OF FULLERTON HAS ALSO SUPPORTED THE PROGRAM THROUGH THE PROVISION OF INTERNS. RADIO DISNEY HAS BEEN VERY INVOLVED WITH THE PROGRAM BY LAUNCHING SCHOOL ASSEMBLIES, VARIOUS COMMUNITY EVENTS, AND PROMOTING THE PROGRAM ON THEIR RADIO STATION RADIO DISNEY AM1110. FUNDING WAS ALSO PROVIDED BY FIRST FIVE TO FURTHER EXPAND THE PROGRAM TO PRESCHOOLS IN THE HIGH DESERT REGION OF SAN BERNARDINO COUNTY. SINCE 2008, THE SJHS AND SJHS FOUNDATION HAVE INVESTED OVER $3 MILLION TO MAXIMIZE HEALTHY FOR LIFE'S IMPACT BY EXPANDING THE CURRICULUM TO PRE-SCHOOL, ELEMENTARY, JUNIOR HIGH AND HIGH SCHOOLS THROUGHOUT THE STATE OF CALIFORNIA. BODY MASS INDEX (BMI) DATA WAS COMPLETED FOR 2,087 STUDENTS. THE PERCENT OF STUDENTS WHO WERE OVERWEIGHT OR OBESE AT BASELINE AND YEAR END WAS 28.7% (599) AND 31% (645), RESPECTIVELY. OF THOSE WHO WERE OVERWEIGHT AT BASELINE (N=151), 57% DECREASED TO A HEALTHY WEIGHT, 38.4% MAINTAINED THIS STATUS AND 4.6% INCREASED TO OBESE BY YEAR END. OF THOSE WHO WERE OBESE AT BASELINE (N=448), 9.6% DECREASED TO A HEALTHY WEIGHT, 1.8% DECREASED TO OVERWEIGHT AND THE REMAINING 88.6% MAINTAINED THE OBESE STATUS BY YEAR END. AVERAGE BMI FOR STUDENTS WHO WERE OVERWEIGHT OR OBESE AT BASELINE DECREASED BY 0.32 FROM BASELINE TO YEAR END (P<.001). IN TERMS OF THE LIFESTYLES CHOICES, RESULTS INDICATE THAT THE STUDENTS ARE ENGAGING IN HEALTHIER BEHAVIORS. MORE STUDENTS ARE REPORTING SIXTY MINUTES OF PHYSICAL ACTIVITY AT LEAST THREE TIMES WEEKLY AT YEAR END COMPARED TO BASELINE, 87% VS. 78%, RESPECTIVELY. AT YEAR END, 28% OF THE STUDENTS REPORTED EATING FRUITS AND VEGETABLES SIX OR MORE DAYS PER WEEK COMPARED TO 24% AT BASELINE. WHOLE MILK CONSUMPTION DECLINED FROM 22% AT BASELINE TO 16% AT YEAR END. FEWER STUDENTS REPORTED EATING JUNK FOOD AT LEAST SIX DAYS PER WEEK AT THE END OF THE YEAR (9% VS. 13%). THE PERCENTAGE OF PRE-SCHOOL AND KINDERGARTEN STUDENTS WHO ANSWERED FIVE OF THE SIX QUESTIONS ON HEALTHY FOOD CHOICES INCREASED SIGNIFICANTLY FROM 12% TO 27%. FEWER STUDENTS CATEGORIZED AS OVERWEIGHT OR OBESE ARE REPORTING DAILY SCREEN TIME GREATER THAN TWO HOURS AT THE END OF THE SCHOOL YEAR COMPARED TO THE START (20% VS. 35%, RESPECTIVELY). | |
| OUTCOMES: | ALL PARTICIPANTS ARE ASSESSED TWICE OVER THE COURSE OF THE SCHOOL YEAR; PRIOR TO THE START OF THE PROGRAM AND AT YEAR END. DURING THESE ASSESSMENTS, REGISTERED DIETICIANS COLLECT ANTHROPOMETRIC DATA BASED ON A STANDARD PROTOCOL. IN ADDITION TO THE PHYSIOLOGICAL MEASUREMENTS, THREE QUESTIONNAIRES ARE USED TO ASSESS THE STUDENTS' LIFESTYLE CHOICES AND THEIR SELF-ESTEEM. THE EIGHT-ITEM LIFESTYLE QUESTIONNAIRE USES QUESTIONS FROM PREVIOUSLY VALIDATED RESEARCH AND EXPLORES SCREEN TIME (I.E. HOURS SPENT WATCHING TELEVISION, ON THE COMPUTER, AND PLAYING VIDEO GAMES), DIETARY HABITS (I.E. CONSUMPTION OF FRUITS AND VEGETABLES, JUNK FOOD, AND MILK), PHYSICAL ACTIVITY, AND SEDENTARY BEHAVIORS. STUDENTS WHO HAVE SIGNED PARENTAL CONSENT HAVE THE FOLLOWING MEASUREMENTS OBTAINED BY THE ASSESSMENT TEAM MEMBERS: HEIGHT, WEIGHT, WAIST CIRCUMFERENCE, AND BMI CALCULATION AT THE PROGRAM'S BEGINNING, MIDDLE, AND END. UPON COMPLETION OF THE INITIAL ASSESSMENT, THE PHYSICIAN AND DIETITIAN REVIEW THE MEDICAL FORMS AND IDENTIFY STUDENTS THAT WOULD BENEFIT FROM FURTHER MEDICAL ASSESSMENT. A REFERRAL CRITERION INCLUDES OBESE STUDENTS WITH A BMI GREAT THAN OR EQUAL TO 95%, PHYSICAL SIGNS OF ACANTHOSIS NIGRICANS (A SKIN DISCOLORATION THAT IS AN EARLY INDICATOR OF A METABOLIC DISORDER) AND SEVERE ABNORMAL CARDIAC CONCERNS. THE PHYSICIAN WILL CALL THE CHILD'S PARENTS AND INFORM THEM OF THE MEDICAL FINDINGS IDENTIFIED DURING THE MEDICAL ASSESSMENT/SCREENING AND REFER THE CHILD TO A MEDICAL HOME FOR FURTHER CARE. THE PHYSICIAN WILL PROVIDE A FOLLOW-UP BY CALLING THE CHILD'S FAMILY 8-10 WEEKS LATER TO ENSURE THEY WERE ABLE TO OBTAIN ADDITIONAL MEDICAL EVALUATION BY A PHYSICIAN. THE MEASUREMENT DATA IS COLLECTED ON THE SJHS HEALTHY FOR LIFE MEDICAL FORMS THAT ARE UPLOADED INTO A TELEFORM SCANNING DATABASE AND EACH STUDENT IS ASSIGNED A UNIQUE NUMBER TO ENSURE DATA CONFIDENTIALITY. THE DATA IS THEN REVIEWED BY SJHS SYSTEM OFFICE STAFF AND STATISTICAL ANALYSES ARE CONDUCTED ON THE PROGRAM OUTCOME MEASURES TO EVALUATE THE PROGRAM'S EFFECTIVENESS. A P-VALUE LESS THAN 0.05 INDICATES A STATISTICALLY SIGNIFICANT DIFFERENCE. THE SUCCESS OF HEALTHY FOR LIFE IS MEASURED BY THE FOLLOWING OUTCOMES: A DECREASE IN BODY MASS INDEX (BMI), AN INCREASE IN SELF-ESTEEM AS MEASURED BY THE ROSENBERG SELF-ESTEEM SCALE, IMPROVEMENT IN LIFESTYLE INDICATORS, AND THE REFERRAL OF STUDENTS WITH ACANTHOSIS NIGRICANS TO MEDICAL CARE. THERE WERE 3,709 STUDENTS WHO ENROLLED IN THE PROGRAM DURING THE 2010-2011 SCHOOL YEAR. A TOTAL OF 267 (7.2%) STUDENTS WERE FOUND TO HAVE ACANTHOSIS NIGRICANS; ALL WERE SUBSEQUENTLY REFERRED FOR MEDICAL CARE. ASSESSMENTS CONDUCTED AT THE BEGINNING OF THE SCHOOL YEAR INDICATED THAT 44% OF THE PARTICIPANTS WERE OVERWEIGHT OR OBESE. BY THE END OF THE SCHOOL YEAR, 17.4% OF THESE STUDENTS REDUCED THEIR WEIGHT STATUS TO A HEALTHIER LEVEL (I.E. OVERWEIGHT TO NORMAL AND OBESE TO OVERWEIGHT OR NORMAL). THE ROSENBERG SELF-ESTEEM SCALE RANGES FROM 0-30, WITH NUMBERS BELOW 15 INDICATING LOW SELF-ESTEEM. THE PERCENT OF STUDENTS WHO HAD LOW SELF-ESTEEM DECREASED FROM 10% AT BASELINE TO 9% AT YEAR END. ALTHOUGH DIFFERENCES IN THIS OUTCOME FROM BASELINE TO YEAR END WERE NOT STATISTICALLY SIGNIFICANT, RESULTS INDICATE THAT STUDENTS ARE IMPROVING. FINDINGS ALSO SUGGEST THAT STUDENTS ARE ENGAGING IN HEALTHIER LIFESTYLES. FOR INSTANCE, MORE STUDENTS ARE PHYSICALLY ACTIVE WITH 42% AT YEAR END REPORTING EXERCISE FOR SIX OR MORE DAYS A WEEK COMPARED TO A BASELINE OF 30% (P=.000). THE PERCENTAGE OF STUDENTS WHO REPORT EATING FIVE SERVINGS OF FRUITS AND VEGETABLES SIX DAYS OR MORE PER WEEK INCREASED FROM 28% TO 34% FROM BASELINE TO YEAR END (P=.000). FEWER STUDENTS ARE REPORTING THAT THEY PARTICIPATE IN SCREEN TIME FOR MORE THAN TWO HOURS PER DAY (20% VS. 23%; P=.002). THE PERCENTAGE OF PRE-SCHOOL AND KINDERGARTEN STUDENTS WHO CORRECTLY ANSWERED AT LEAST FIVE OF THE SIX QUESTIONS ON HEALTHY ACTIVITY CHOICES INCREASED FROM 31.9% TO 38.1%. FEWER STUDENTS ARE REPORTING DAILY SCREEN TIME GREATER THAN TWO HOURS AT THE END OF THE SCHOOL YEAR COMPARED TO THE START (19.4% VS. 23.2%, RESPECTIVELY). THE STUDENTS IN THE HEALTHY FOR LIFE PROGRAM MADE MANY IMPROVEMENTS OVER THE COURSE OF THE SCHOOL YEAR. OVERALL, RESULTS INDICATE THAT BODY MASS INDEX (BMI) DECREASED SIGNIFICANTLY FOR STUDENTS CLASSIFIED AS OVERWEIGHT OR OBESE. STUDENTS ALSO DEMONSTRATED SIGNIFICANT IMPROVEMENTS IN SELF-ESTEEM SCORES AND INDICATORS FOR LIFESTYLE BEHAVIOR. HEALTHY FOR LIFE HAS IMPORTANT IMPLICATIONS FOR HEALTH PRACTITIONERS. THE PROGRAM HAS THE POTENTIAL TO IMPROVE THE HEALTH OF UNDERPRIVILEGED YOUTH WHOSE NEIGHBORHOODS ARE UNSAFE AND OFTEN LACK FACILITIES FOR EXERCISE. FURTHERMORE, HEALTHY FOR LIFE PROVIDES A SAFE, ACCESSIBLE, AND EFFECTIVE METHOD TO MINIMIZE THE CAUSAL FACTORS OF OBESITY. INITIATIVE: COMMUNITY INVESTMENT FUND THE COMMUNITY LOAN PROGRAM PROVIDES CAPITAL IN THE FORM OF LOW-INTEREST LOANS TO QUALIFIED NON-PROFIT ENTITIES FOR THE PURPOSE OF PROMOTING A SOCIAL GOOD AND THE DEVELOPMENT OF HEALTHIER COMMUNITIES. FY 11 ACCOMPLISHMENTS: THERE WERE A TOTAL OF 12 LOW-INCOME ACTIVE INVESTMENTS IN FY11 MANAGED BY THE SJHS SYSTEM OFFICE TREASURY DEPARTMENT. INVESTMENTS RANGED FROM INVESTMENT LOANS, LINES OF CREDIT AND CD COLLATORAL. THE PARTICIPATING ORGANIZATIONS INCLUDED BUT WERE NOT LIMITED TO JAMBOREE HOUSING DEVELOPMENT, MERCY HOUSING FUND, TALLER SAN JOSE, AND HANDS TOGETHER- A CENTER FOR CHILDREN. IN ADDITION, MATERNAL OUTREACH MANAGEMENT SYSTEM (MOMS), THINK TOGETHER, AND SELF-HELP CREDIT UNION RECEIVED A LOAN TO SUPPORT THEIR VITAL COMMUNITY WORK. TOTAL COMMUNITY INVESTMENT: DURING FISCAL YEAR 2011, WE INVESTED A TOTAL OF $2,070,326 IN COMMUNITY BENEFIT (INCLUDING COMMUNITY BENEFIT SERVICES TO THE LOW-INCOME AND BROADER COMMUNITY), IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION GUIDELINES. BECAUSE WE ARE A SYSTEM OFFICE, THERE WERE NO CHARITY CARE AND UNPAID COST TO STATE AND LOCAL PROGRAMS. COMMUNITY SERVICES FOR THE LOW-INCOME $586,683 COMMUNITY SERVICES FOR THE BROADER COMMUNITY* $1,483,643 * INCLUDES COMMUNITY BUILDING CATEGORY FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJOE.ORG. | |
| DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, QUESTION 6 | ST. JOSEPH HEALTH MINISTRY IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, QUESTION 7A | ST. JOSEPH HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH ST. JOSEPH HEALTH MINISTRY AS ITS SPONSOR RESERVES THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM BOARD AFTER A COLLABORATIVE AND INCLUSIVE RECRUITMENT AND SELECTION PROCESS. THE SISTERS OF ST. JOSEPH OF ORANGE, AS THE FOUNDING SPONSOR OF ST. JOSEPH HEALTH SYSTEM, APPOINTS MEMBERS OF ST. JOSEPH HEALTH MINISTRY. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, QUESTION 7B | THE CORPORATE MEMBER, ST. JOSEPH HEALTH MINISTRY, RESERVES THE RIGHT TO APPROVE THE PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, QUESTION 11B | THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION, AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2012 MEETING. DURING THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, QUESTION 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, QUESTION 15A AND 15B | THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT AND FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET FOUR TIMES A YEAR AND ALL CRITICAL DECISIONS ARE MADE DURING THE WORKLIFE COMMITTEE MEETINGS OR IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN SEPTEMBER 2011. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, QUESTION 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. |
| HOURS DEVOTED TO RELATED ORGANIZATION | FORM 990, PART VII | SISTER MARIE JEANNE GAILLAC SERVES ON THE BOARD OF ST. JOSEPH HEALTH SYSTEMS (SJHS), AS WELL AS ST. JOSEPH EUREKA (SJE), REDWOOD MEMORIAL HOSPITAL (RMH) AND ST. JUDE MEDICAL CENTER (SJMC). SHE DEVOTES 2 HOURS PER WEEK TO SJMC AND 2 HOURS TO SJE AND 2 HOURS TO RMH. SISTER CLAUDETTE DESFORGES IS THE VP OF MISSION INTEGRATION AT SJMC AND SERVES ON THE BOARD OF SJHS AND HERITAGE HEALTH FOUNDATION (HHF). SHE DEVOTES 50 HOURS PER WEEK TO SJMC AND 2 HOURS PER WEEK TO HHF. SISTER JO ANN EANNARENO SERVES ON THE BOARD OF SJHS AND ALSO SERVES ON THE BOARD AND IS AN OFFICER OF ST. JOSEPH EUREKA (SJE) AND REDWOOD MEMORIAL HOSPITAL (RMH). SHE DEVOTES 2 HOURS PER WEEK TO EACH HOSPITAL. SISTER DIANE HEJNA SERVES ON THE BOARD OF SJHS AND ALSO SERVES ON THE BOARD OF SJE AND RMH. SHE DEVOTES 2 HOURS PER WEEK TO EACH HOSPITAL. SISTER EILEEN MCNERNEY SERVES ON THE BOARD OF SJHS AND MISSION HOSPITAL REGIONAL MEDICAL CENTER (MHRMC). SHE DEVOTES 2 HOURS PER WEEK TO MHRMC. DEBORAH PROCTOR IS THE CEO OF SJHS AND SERVES ON THE BOARD OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF) AND ST. JOSEPH EUREKA (SJE). SHE DEVOTES 2 HOURS PER WEEK TO SJHSF AND 2 HOURS TO SJE. DARRIN MONTALVO IS CHIEF FINANCIAL OFFICER OF SJHS AND SERVES ON THE BOARD OF QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) AND AN OFFICER OF HERITAGE HEALTH FOUNDATION (HHF). HE DEVOTES 2 HOURS PER WEEK TO QVMC AND 10 HOURS TO HHF. SUSAN WHITTAKER IS THE CHIEF ADMINISTRATIVE OFFICER OF SJHS AND SERVES ON THE BOARD OF SJE. SHE DEVOTES 2 HOURS PER WEEK TO THE HOSPITAL. SISTER JAYNE HELMLINGER IS THE EVP OF MISSION INTEGRATION OF SJHS AND SERVES ON THE BOARD OF SJHSF, SJE AND RMH. SHE DEVOTES 2 HOURS PER WEEK TO EACH HOSPITAL AND 5 HOURS TO SJHSF. JOSEPH RANDOLPH IS THE CHIEF OPERATING OFFICER OF SJHS AND SERVES ON THE BOARD OF ST. JOSEPH HOSPITAL ORANGE (SJO). HE DEVOTES 2 HOURS PER WEEK TO THE HOSPITAL. WILLIAM MURIN IS THE EXECUTIVE VICE PRESIDENT OF SYSTEM SERVICES OF SJHS AND SERVES ON THE BOARD OF MHRMC. HE DEVOTES 2 HOURS PER WEEK TO MHRMC. CLYDE WESP IS THE SVP CHIEF MEDICAL OFFICER OF SJHS AND SERVES ON THE BOARD OF ST. JOSEPH HOME CARE NETWORK (SJHCN). HE DEVOTES 2 HOURS PER WEEK TO SJHCN. ANNETTE WALKER IS THE EXECUTIVE VICE PRESIDENT OF STRATEGIC IMPLEMENTATION AND SERVES ON THE BOARD OF SANTA ROSA MEMORIAL HOSPITAL (SRMH). SHE DEVOTES 2 HOURS PER WEEK TO THE HOSPITAL. LEE PENROSE IS THE CEO OF ST. JUDE MEDICAL CENTER (SJMC) AND A BOARD MEMBER OF HHF. ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SJMC AND 2 HOURS TO HHF. PETER BASTONE IS THE CEO OF MISSION HOSPITAL REGIONAL MEDICAL CENTER (MHRMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO MHRMC AND NO HOURS TO SJHS. JASON BARKER IS THE CEO OF ST. MARY MEDICAL CENTER (SMMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SMMC AND NO HOURS TO SJHS. DENNIS SISTO IS THE CEO OF QUEEN OF THE VALLEY MEDICAL CENTER (QVMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO QVMC AND NO HOURS TO SJHS. KEVIN KLOCKENGA IS THE CEO OF SANTA ROSA MEMORIAL HOSPITAL (SRM) AND SRM ALLIANCE HOSPITAL SERVICES (PVH) AND A BOARD MEMBER OF SJHCN. ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SRM/PVH AND NO HOURS TO SJHS AND 2 HOURS TO SJHCN. JOSEPH MARK IS THE CEO OF ST. JOSEPH HOSPITAL-EUREKA (SJE) AND REDWOOD MEMORIAL HOSPITAL (RMH) AND A BOARD MEMBER OF SJE AND RMH. ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SJE/ RMH AND NO HOURS TO SJHS AND 2 HOURS TO EACH HOSPITAL AS BOARD MEMBER. RICHARD PARKS IS THE CEO OF COVENANT HEALTH SYSTEMS (CHS). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO CHS AND NO HOURS TO SJHS. CLARENCE BURKE IS THE CEO OF HERITAGE HEALTH FOUNDATION. ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO HHF AND NO HOURS TO SJHS. LARRY AINSWORTH IS THE SPECIAL ADVISOR FOR ST. JOSEPH HOSPITAL ORANGE (SJO). ALTHOUGH HE IS COMPENSATED BY SJHS, HE DEVOTES 50 HOURS PER WEEK TO SJO AND NO HOURS TO SJHS. STEPHEN GILBERT IS THE VICE PRESIDENT OF FACILITIES OF SJHS AND SERVES ON THE BOARD OF SMMC. HE DEVOTES 2 HOURS PER WEEK TO THE HOSPITAL. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCE | FORM 990, PART XI, LINE 5 | CHANGE IN FMV OF INTEREST SWAP AGREEMENTS 12,217,021 UNREALIZED GAIN EXCLUDED FROM REVENUE 10,942,383 RETIREE HEALTH VALUATION ADJUSTMENTS (13,969,454) INTERCOMPANY HOSPITAL PROVIDER FEES 7,363,235 INTERCOMPANY ASBESTOS RESERVE TRANSFER (12,286,671) GRANT FUNDS BOOKED TO LIABILITY (2,131) -------------- TOTAL $4,264,383 |
| 409A DOCUMENT CORRECTION UNDER VI.B, VII.C & XI.A OF IRS NOTICE 2010-06 | DOCUMENT DEFECTS | 1) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: NOT APPLICABLE. NONE OF THE EMPLOYEES ARE INSIDERS. 2) THE 409A FAILURE OCCURRED WITH RESPECT TO THE ST. JOSEPH HEALTH SYSTEM 457(F) PLAN ("PLAN"). 3) THE 409A PLAN FAILURES ARE ELIGIBLE FOR CORRECTION UNDER THE TERMS OF VI.B, VII.C AND XI.A OF IRS NOTICE 2010-6. THE EMPLOYER HAS TAKEN ALL ACTIONS REQUIRED BEFORE DECEMBER 31, 2010, AND OTHERWISE MET ALL REQUIREMENTS FOR SUCH CORRECTION. NO PARTICIPANT IS REQUIRED TO REPAY ANY AMOUNT TO THE PLAN IN A SUBSEQUENT TAX YEAR, NOR IS ANY AMOUNT REQUIRED TO BE INCLUDED IN INCOME UNDER 409A AS PART OF THE CORRECTION. THE CORRECTIVE AMENDMENT WAS SIGNED ON OCTOBER 6, 2010. THE DATE OF THE EVENT CAUSING THE AFFECTED PARTICIPANT TO INCLUDE HIS PLAN ACCOUNT IN GROSS INCOME WAS HIS VOLUNTARY TERMINATION DATE. 4) DESCRIPTION OF EACH FAILURE: NAME/SOCIAL SECURITY NUMBER: CAROL AARON VOLUNTARY TERMINATION DATE: 6/9/2010 GROSS AMOUNT INVOLVED IN DOCUMENT FAILURE: $42,096 AMOUNT REPORTED AS INCLUDIBLE IN INCOME UNDER 409A: $0 PERCENTAGE OF AMOUNT INVOLVED IN DOCUMENT FAILURE REQUIRED TO BE INCLUDED IN INCOME UNDER 409A: 0% NAME/SOCIAL SECURITY NUMBER: SHARI E. MCCLOSKEY VOLUNTARY TERMINATION DATE: 3/10/2010 GROSS AMOUNT INVOLVED IN DOCUMENT FAILURE: $19,738 AMOUNT REPORTED AS INCLUDIBLE IN INCOME UNDER 409A: $0 PERCENTAGE OF AMOUNT INVOLVED IN DOCUMENT FAILURE REQUIRED TO BE INCLUDED IN INCOME UNDER 409A: 0% BECAUSE FORM 990 IS OPEN TO PUBLIC INSPECTION AND THE THREAT OF IDENTITY THEFT, SOCIAL SECURITY NUMBERS WILL BE PROVIDED BY SEPARATE COVER UPON WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REVENUE CYCLE SERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S Main Street | AddressLine1 |
| City | Orange | City |
| State | CA | State |
| ZIP Code | 92868 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272109314 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 3513447 | TotalIncome |
| EOY Assets | 2501718 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HEALTH SYSTEM FDN | |||||||||
| 500 S MAIN STREET SUITE 1000 | ORANGE | CA | 928684507 | 330143024 | HEALTHCARE | CA | 501(C)(3) | 7 | SJHS |
| ST MARY MEDICAL CENTER | |||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| COVENANT HEALTH SYSTEM | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS |
| SISTERS OF ST JOSEPH OF ORANGE | |||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA |
| ST JOSEPH HEALTH MINISTRY | |||||||||
| 500 S MAIN STREET SUITE 400 | ORANGE | CA | 92868 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | SSJO |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | |||||||||
| PO BOX 552 | SANTA ROSA | CA | 95405 | 680338070 | INACTIVE | CA | 501(C)(3) | 11, I | SRMH |
| ST JOSEPH HOME CARE NETWORK | |||||||||
| 170 PROFESSIONAL CENTER DR B | ROHNERT PARK | CA | 94928 | 680331084 | HEALTHCARE | CA | 501(C)(3) | 9 | SJHS |
| REDWOOD MEMORIAL FOUNDATION | |||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 942779313 | FOUNDATION | CA | 501(C)(3) | 7 | RMH |
| ST JUDE HOSPITAL YORBA LINDA | |||||||||
| 279 E IMPERIAL HWY 750 | FULLERTON | CA | 92835 | 330185031 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| CAMINO HEALTH CENTER | |||||||||
| 30300 CAMINO CAPISTRANO | SAN JUAN CAPISTRANO | CA | 92675 | 330574214 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC |
| METHODIST CHILDREN'S HOSPITAL | |||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| METHODIST HOSPITAL PLAINVIEW | |||||||||
| 2601 DIMMITT ROAD | PLAINVIEW | TX | 79072 | 752426010 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| METHODIST HOSPITAL LEVELLAND | |||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| HOSPICE OF LUBBOCK | |||||||||
| 1102 SLIDE ROAD | LUBBOCK | TX | 79414 | 752133781 | HEALTHCARE | TX | 501(C)(3) | 9 | CHS |
| COVENANT HEALTH SYSTEM FOUNDATION | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752220963 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| ST MARY OF THE PLAINS HOSPITAL FDN | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 751653181 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| COVENANT MEDICAL GROUP | |||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| COVENANT HEALTH PARTNERS | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11, I | CHS |
| ST JUDE MEMORIAL FOUNDATION | |||||||||
| 1440 N HARBOR BLVD 200 | FULLERTON | CA | 92835 | 953607229 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJMC |
| MISSION HOSPITAL REG MED CTR FDN | |||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 330406118 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| SRM ALLIANCE HOSPITAL SERVICES | |||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | HEALTHCARE | CA | 501(C)(3) | 3 | SRMH |
| ST JOSEPH HOSPITAL OF EUREKA | |||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| REDWOOD MEMORIAL HOSPITAL | |||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JUDE HOSPITAL INC | |||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | 951643325 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| HOME CARE PARTNERS | |||||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 954054801 | 680318656 | INACTIVE | CA | 501(C)(3) | 3 | SRMH |
| TALLER SAN JOSE | |||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92701 | 593816355 | WORKFORCE DEV | CA | 501(C)(3) | 2 | SSJO |
Form990 Schedule R Part III Form990ScheduleRPartIII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HLTH SYS HOME HLTH AGENCY | ||||||||||||||
| 1845 W ORANGEWOOD AVENUE STE 200 | ORANGE | CA | 928682012 | 330282945 | HOME HEALTH | CA | PSE | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| ST JOSEPH HLTH SYS HOME CARE SVCS | ||||||||||||||
| 1845 W ORANGEWOOD AVE STE 100 | ORANGE | CA | 928682012 | 330307672 | HOME HEALTH | CA | PSE | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| METHODIST DIAGNOSTIC IMAGING | ||||||||||||||
| 4005 24TH STREET | LUBBOCK | TX | 79410 | 752343261 | HEALTHCARE SVCS | TX | LMHSI | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| SHA LLC | ||||||||||||||
| 12940 NORTH HIGHWAY 183 | AUSTIN | TX | 78750 | 752569094 | HEALTHCARE SVCS | TX | LMHSI | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| LUBBOCK SURGERY CENTER LTD | ||||||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752177401 | HEALTHCARE SVCS | TX | CHS | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| COVENANT LONG-TERM CARE LP | ||||||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 205033419 | HEALTHCARE SVCS | TX | CHS | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| HERITAGE INVESTMENT GROUP | ||||||||||||||
| 271000061 | INVESTMENT | CA | PSE | EXCLUDED | 0 | 0 | false | $0 | false | 0.00000 | ||||
| MISSION AMBULATORY SURGICENTER LTD | ||||||||||||||
| 26730 CROWN VALLEY PKWY 1 ST FL | MISSION VIEJO | CA | 92691 | 330355575 | HEALTHCARE SVCS | CA | MHRMC | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
| COMPREHENSIVE IMAGING PARTNERS OF OCLLC | ||||||||||||||
| 1 CITY BOULEVARD WEST 1110 | ORANGE | CA | 92868 | 264591502 | HEALTHCARE SVCS | CA | SJO | RELATED | 0 | 0 | false | $0 | false | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH PROF SVCS ENTERPRISES INC | ||||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 330155323 | HEALTHCARE SVCS | CA | NA | C CORP | 0 | 0 | 1.00000 | |
| AMERICAN UNITY GROUP LTD | ||||||||||||
| CAPTIVE INSURANCE | NA | C CORP | 16161710 | 67239397 | 1.00000 | BD | ||||||
| ALLIANCE PHYSICIAN SERVICES | ||||||||||||
| INACTIVE | CA | SRMH | C CORP | 0 | 0 | 0.00000 | ||||||
| MISSION VIEJO MEDICAL VENTURES | ||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330212905 | HEALTHCARE SVCS | CA | MHRMC | C CORP | 0 | 0 | 0.00000 | |
| MISSION MEDICAL CENTER ASSOCIATION | ||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330201044 | HEALTHCARE SVCS | CA | MHRMC | C CORP | 0 | 0 | 0.00000 | |
| ST JOSEPH YORBA PARK | ||||||||||||
| INACTIVE | CA | SJHHF | C CORP | 0 | 0 | 0.00000 | ||||||
| LUBBOCK METHODIST HOSP SVCS | ||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | CHS | C CORP | 0 | 0 | 0.00000 | |
| LUBBOCK METHODIST HOSP PRACTICE MGMT | ||||||||||||
| 2107 OXFORD STREET SUITE 300 | LUBBOCK | TX | 79410 | 752578995 | INACTIVE | TX | CHS | C CORP | 0 | 0 | 0.00000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (64 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ST JOSEPH HOSPITAL OF ORANGE | |
| K | 21958379 |
| ST JOSEPH HOSPITAL OF ORANGE | |
| R | 24562902 |
| ST JOSEPH HOSPITAL OF ORANGE | |
| P | 33796859 |
| ST JUDE HOSPITAL INC | |
| K | 19129128 |
| ST JUDE HOSPITAL INC | |
| R | 19994164 |
| ST JUDE HOSPITAL INC | |
| P | 23112767 |
| ST MARY MEDICAL CENTER | |
| K | 7615591 |
| ST MARY MEDICAL CENTER | |
| R | 2599018 |
| ST MARY MEDICAL CENTER | |
| P | 17239628 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| K | 9395945 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| R | 3968737 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| P | 16383210 |
| SANTA ROSA MEMORIAL HOSPITAL | |
| K | 13106142 |
| SANTA ROSA MEMORIAL HOSPITAL | |
| R | 9225820 |
| SANTA ROSA MEMORIAL HOSPITAL | |
| P | 24674454 |
| ST JOSEPH HOSPITAL OF EUREKA | |
| K | 5699580 |
| ST JOSEPH HOSPITAL OF EUREKA | |
| P | 11570726 |
| ST JOSEPH HOSPITAL OF EUREKA | |
| R | 3761997 |
| ST JOSEPH HOSPITAL OF EUREKA | |
| B | 3277751 |
| REDWOOD MEMORIAL HOSPITAL | |
| K | 1302471 |
| REDWOOD MEMORIAL HOSPITAL | |
| P | 2347151 |
| REDWOOD MEMORIAL HOSPITAL | |
| R | 326298 |
| COVENANT HEALTH SYSTEM | |
| K | 30465617 |
| COVENANT HEALTH SYSTEM | |
| R | 23719268 |
| COVENANT HEALTH SYSTEM | |
| P | 30023301 |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| K | 14032130 |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| R | 14669921 |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| P | 24891001 |
| SRM ALLIANCE HOSPITAL SERVICES | |
| K | 3177719 |
| SRM ALLIANCE HOSPITAL SERVICES | |
| R | 1157874 |
| SRM ALLIANCE HOSPITAL SERVICES | |
| P | 5924958 |
| AMERICAN UNITY GROUP LTD | |
| P | 916712 |
| AMERICAN UNITY GROUP LTD | |
| R | 5293600 |
| ST JUDE HOSPITAL YORBA LINDA | |
| P | 10179847 |
| CAMINO HEALTH CENTER | |
| P | 82789 |
| ST JOSEPH HOME CARE NETWORK | |
| P | 1705453 |
| ST JOSEPH HEALTH SYSTEM HOME HEALTH CARE SVC | |
| P | 2622540 |
| ST JOSEPH PROFESSIONAL SERVICES ENTERPRISES | |
| P | 88228 |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| K | 348504 |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| P | 2658663 |
| COVENANT HEALTH PARTNERS | |
| 0 | |
| COVENANT MEDICAL GROUP | |
| 0 | |
| HOME CARE PARTNERS | |
| 0 | |
| HOSPICE OF LUBBOCK | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |
| 0 | |
| METHODIST CHILDREN'S HOSPITAL | |
| 0 | |
| METHODIST HOSPITAL LEVELLAND | |
| 0 | |
| METHODIST HOSPITAL PLAINVIEW | |
| 0 | |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER FDN | |
| 0 | |
| REDWOOD MEMORIAL FOUNDATION | |
| 0 | |
| ST JOSEPH HEALTH FOUNDATION OF N CALIFORNIA | |
| 0 | |
| ST JUDE MEMORIAL FOUNDATION | |
| 0 | |
| ST MARY OF THE PLAINS HOSPITAL FOUNDATION | |
| 0 | |
| METHODIST DIAGNOSTIC IMAGING | |
| 0 | |
| SHA LLC | |
| 0 | |
| LUBBOCK SURGERY CENTER LTD | |
| 0 | |
| COVENANT LONG-TERM CARE LP | |
| 0 | |
| COMPREHENSIVE IMAGING PARTNERS OF OC LLC | |
| 0 | |
| ALLIANCE PHYSICIAN SERVICES | |
| 0 | |
| MISSION VIEJO MEDICAL VENTURES | |
| 0 | |
| MISSION MEDICAL CENTER ASSOCIATION | |
| 0 | |
| ST JOSEPH YORBA PARK | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL SERVICES | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL PRACTICE | |
| 0 | |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP | Identifier |
| Return Reference | SCHEDULE R, PART III | ReturnReference |
| Explanation | ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET STE. 1000 ORANGE, CA 92868 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362 MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100 ORANGE, CA 92868 | Explanation |