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45.0 X 194157 0 27543 Jane H Hodding 45.0 X 193166 0 27203 10021381 1433182 1157134 990 false true false MILLER CHILDRENS SUBSPECIALTY 2801 ATLANTIC AVE 3RD FLOOR LONG BEACH CA 90801 SPECIALTY GROUP SVCS 3854119 LONG BEACH MEMORIAL PATHOLOGY PO BOX 6015 CYPRESS CA 90630 PATHOLOGY GROUP SVCS 3331522 MEMORIAL FAMILY MEDICINE 450 E SPRING ST 1 LONG BEACH CA 90806 FAMILY MEDICINE 2969311 ARUP USC 500 CHIPETA WAY SALT LAKE CITY UT 84108 REFERENCE LAB SVCS 2735745 SHIFTWISE 1800 SW 1ST AVENUE SUITE 510 PORTLAND OR 97201 STAFFING SERVICES 2636547 135 120335 8161946 26735300 221981 35239562 NET PATIENT REVENUE 622110 1336645392 1336645392 CAPITATION REVENUE 622110 188473704 188473704 PHARMACY 446110 108190323 105957752 2232571 LABORATORY 621500 107072225 89565393 17506832 MOB RENTAL 531120 11271299 11271299 29066325 21365516 7700809 1780719268 1106605 1106605 0 0 1693356 508636 1184720 1184720 1184720 95835 -109367 205202 -109367 -109367 -109367 -109367 73425 120335 122323 -48898 -48898 0 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LOAN WITH RELATED ENTITY 5153322 SPLIT INTEREST LIABILITY 396656 OTHER LIABILITIES 555056 84833358 CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) SCHEDULE D, PART X, LINE 2 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 AND 2010. 2010 FALL GALA 205500 142948 62552 22185 18650 10910 47630 GOLF TOURN. 61685 50812 10873 6768 2798 13382 0 267185 193760 73425 28953 21448 10910 61012 122323 -48898 true true X true X true X true true true false true true 12656324 240011 12416313 0.00780 280354168 344343540 -63989372 0.04020 109150638 90788544 18362093 0.01150 402161130 435372095 -33210966 0.02090 3297948 0 3297948 0.00210 17474861 3796644 13678217 0.00860 22544437 4270745 18273692 0.01150 1549837 0 1549837 0.00100 1619530 0 1619530 0.00100 46486613 8067389 38419224 0.02420 448647743 443439484 5208258 0.00330 3806 0 3806 0.00000 24315 0 24315 0.00000 2002 0 2002 0.00000 28441 0 28441 0.00000 58564 0 58564 0.00000 false 25124305 0 194781563 217468850 -22687287 X true true MEMORIALCARE SURG AMBULATORY SURGERY CENTER 0.62000 0.38000 CENTER AT ORANGE COAST LLC MEMORIALCARE SURG AMBULATORY SURGERY CENTER 0.77500 0.22500 CENTER AT SADDLEBACK LLC 6 1 LONG BEACH MEMORIAL MEDICAL CENTER

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X X X X X 2 SADDLEBACK MEMORIAL MEDICAL CENTER

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X X X X X 3 EARL & LORAINE MILLER CHILDREN'S HOSP

2801 ATLANTIC AVE PO BOX 1428 LONG BEACH CA 908011428

X X X X X 4 ORANGE COAST MEMORIAL MEDICAL CENTER

9920 TALBERT AVENUE FOUNTAIN VALLEY CA 927085115

X X X X 5 SMMC AT SAN CLEMENTE

654 CAMINO DE LOS MARES SAN CLEMENTE CA 92673

X X X X X 6 COMMUNITY HOSPITAL OF LONG BEACH

1720 TERMINO AVENUE LONG BEACH CA 90804

X X X X LONG BEACH MEMORIAL MEDICAL CENTER 1 SADDLEBACK MEMORIAL MEDICAL CENTER 2 EARL & LORAINE MILLER CHILDREN'S HOSP 3 ORANGE COAST MEMORIAL MEDICAL CENTER 4 SMMC AT SAN CLEMENTE 5 COMMUNITY HOSPITAL OF LONG BEACH 6 90 Buffum Medical Pavillion

450 E Spring Street Long Beach CA 90806

Home Care Pharmacy/Children's Dental Clinic Imaging Services

11811 Brookhurst St Ste 1400 Fountain Valley CA 92708

Imaging Services MemorialCare Imaging Center

403 Columbia St Long Beach CA 90806

Imaging Center Breast Center

24401 Calle De La Louise 200 Laguna Hills CA 92653

Breast Ctr & Osteoporosis Clinic, Satellite Screening Center Breast Center

701 E 28th St Ste 200 Long Beach CA 90806

Breast Center Home Health Care Services

23521 Paseo De Valencia Ste 100 Laguna Hills CA 92653

Home Health, Hospice, and Paliative Care Cancer Institute

24953 Paseo De Valencia B-1 Laguna Hills CA 92653

Cancer Institute Cardiology & Cardiac Rehab

11811 Brookhurst St Ste 2200 240 Fountain Valley CA 92708

Cardiology & Cardiac Rehab MC Medical Group - Fountain Valley

11420 Warner Ave Fountain Valley CA 92708

Primary Care Facility and Urgent Care Facility Breast Care Center

9900 Talbert Ave Ste 102 Fountain Valley CA 92708

Breast Care Center Nuclear Medicine

11811 Brookhurst St Ste 2200 Fountain Valley CA 92708

Nuclear Medicine Center Imaging Center

675 Camino De Los Mares San Clemente CA 92673

Imaging Center Rehabilitation Outpatient Specialty Cent

1760 Termino Ave Ste G19 G20 100 Long Beach CA 90804

Pediatric Rehab Hyperbaric Wound Care Center

26137 La Paz Rd Ste 120 Mission Viejo CA 92691

Wound Care Center MemorialCare Medical Group - Irvine

250 E Yale Loop Dr Ste 200 Irvine CA 92614

Primary Care Facility Memorial HealthTech Laboratory

2865 Atlantic Ave Ste 103 Long Beach CA 90806

Lab Rehabilitation

11811 Brookhurst St Ste 2400 Fountain Valley CA 92708

Rehabilitation Center Sleep Disorders Center

5182 Katella Ave Ste 106 Los Alamitos CA 90720

Sleep Disorders Clinic MC Medical Group - Crown Valley

26991 Crown Valley Pkwy Mission Viejo CA 92691

Urgent Care Facility MC Medical Group - San Juan Capistrano

30300 30310 Rancho Viejo Rd San Juan Capistrano CA 92675

Primary Care Facility Ambulatory Infusion

701 E 28th St Ste 116 Long Beach CA 90806

Ambulatory Infusion Familty Medicine ClinicEye Clinic

450 E Spring St Ste 1 6 Long Beach CA 90806

Family Medicine Adult Pulmonary Rehab Center

2840 Long Beach Blvd Ste 210 260 Long Beach CA 90806

Diabetes clinic & Pulm Rehab Transitional Rehab

2085 E 3rd St Long Beach CA 90804

Transitional Rehab MC Medical Group- Rancho Santa Margarita

29472 Ave de las Banderas Rancho Santa Margarita CA 92688

Primary Care Facility Memorial HealthTech Laboratory

10861 Cherry St Ste 208 Los Alamitos CA 90720

Lab MC Medical Group - Mission Viejo

23512 Madero Rd Mission Viejo CA 92691

Primary Care Facility Memorial HealthTech Laboratory

3801 Katella Ave Ste 115 Los Alamitos CA 90720

Lab Memorial HealthTech Laboratory

1198 Pacific Coast Hwy Ste E Seal Beach CA 90740

Lab Memorial HealthTech Laboratory

6226 E Spring St Ste 300 Long Beach CA 90815

Lab Memorial Prompt Care - Santa Ana

1212 W 17th St Santa Ana CA 92706

Primary Care Facility MemorialCare Medical Group - Aliso Viejo

15 Mareblu Alisa Viejo CA 92656

Primary Care Facility Memorial HealthTech Laboratory

2704 E Willow Long Beach CA 90755

Lab MemorialCare Medical Group - Costa Mesa

722 Baker St Costa Mesa CA 92626

Primary Care Facility Memorial HealthTech Laboratory

10601 Walker St Ste 250 Cypress CA 90630

Lab Clinical Research Center

2840 Long Beach Blvd Ste 345 Long Beach CA 90806

Research Center Memorial HealthTech Laboratory

701 E 28th St Ste 100 Long Beach CA 90806

Lab Ambulatory Surgical Center

11811 Brookhurst St 3rd Fl Fountain Valley CA 92708

Surgical Center Infusion Center

11811 Brookhurst St Ste 4300B Fountain Valley CA 92708

Infusion Center Memorial Prompt Care - Adams

9122 Adams Ave Huntington Beach CA 92648

Primary Care Facility and Care Facility Memorial Prompt Care - Beach

18561 Beach Blvd Huntington Beach CA 92648

Primary Care Facility and Care Facility Memorial Prompt Care - Westminster

15464 Goldenwest St Westminster CA 92683

Primary Care Facility and Care Facility MemorialCare Medical Group - Anaheim

3010 W Orange Ave Ste 302 104 Anaheim CA 92804

Primary Care Facility Heart Institute & Wellness Center

24401 Calle De La Louise 201 202 Laguna Hills CA 92653

Diabetes clinic Wound Healing Center

2865 Atlantic Ave Ste 152 Long Beach CA 90806

Wound Healing Center Bickerstaff HIV Center

2701 Atlantic Ave Ste A B Long Beach CA 90806

HIV Center Memorial HealthTech Laboratory

3771 Katella Ave Ste 110 Los Alamitos CA 90720

Lab Memorial HealthTech Laboratory

2650 Elm Avenue Ste 101 Long Beach CA 90806

Lab Urgent Care

22855 Lake Forest Dr Ste A Lake Forest CA 92630

Urgent Care OBGYN Clinic

2865 Atlantic Ave Ste 110 115 Long Beach CA 90806

OB/GYN and Lactation Clinics and Child Abuse Center JJCCC HematologyOncology OP Spec Cntr

2653 Elm Ave Ste 301 200 Long Beach CA 90807

Various Pediatric OP Clinics Memorial HealthTech Laboratory

18111 Brookhurst St Ste 2100 Fountain Valley CA 92708

Lab Urgent Care

23962 Alicia Parkway Mission Viejo CA 92691

Lab Laboratory

25982 Pala Dr Ste 180 Mission Viejo CA 92691

Lab CHLB Cancer Center

1649 Termino Avenue Long Beach CA 90804

Cancer Center Memorial HealthTech Laboratory

5740 E 2nd St Ste A Long Beach CA 90803

Lab Endocrine Diabetes & Metabolic Centers

2880 Atlantic Ave Ste 255 Long Beach CA 90806

Pediatric Centers Memorial HealthTech Laboratory

2840 Long Beach Blvd Ste 430 Long Beach CA 90806

Lab Laboratory

1300 Avenida Vista Hermosa Ste 160 San Clemente CA 92673

Lab Sleep Disorders Center

2651 Elm Ave Ste 307 Long Beach CA 90806

Sleep Disorders Clinic Rehabilitation Services Outpatient

1300 Avenida Vista Hermosa Ste 100 San Clemente CA 92673

Physical Rehab Memorial HealthTech Laboratory

3400 Lomita Blvd Ste 208 Torrance CA 90505

Lab Laboratory

24953 Paseo De Valencia Ste B-10 Laguna Hills CA 92653

Lab Stramski Children's Developmental Center

2650 Elm Avenue Ste 301 Long Beach CA 90806

Various Pediatric OP Clinics Memorial HealthTech Laboratory

1760 Termino Ave Ste 315 Long Beach CA 90804

Lab Women's Services

23961 Calle De La Magdalena 300 Laguna Hills CA 92653

Transitions and Breastfeeding Support Laboratory

24401 Calle De La Louise Ste 100 Laguna Hills CA 92653

Lab Memorial HealthTech Laboratory

7677 Center Ave Ste 101 Huntington Beach CA 92647

Lab Laboratory

655 Camino De Los Mares Ste 302 San Clemente CA 92673

Lab Multispecialty Clinic

2865 Atlantic Ave Ste 104 Long Beach CA 90806

Multispecialty Clinic Jonathan Jaques Center

701 E 28th St Ste 202 Long Beach CA 90806

Pediatric Cancer Center Memorial HealthTech Laboratory

1801 W Romneya Dr Ste 102 Anaheim CA 92801

Lab GI Hepatology & Nutrition Center

1760 Termino Avenue Ste 300 301 Long Beach CA 90804

Pediatric Services Memorial HealthTech Laboratory

3516 South St Lakewood CA 90712

Lab Orthopedic Center

1760 Termino Avenue Ste 308 Long Beach CA 90804

Pediatric Orthopedic Cardiology Otptnt CntrNeurology Cntr

2880 Atlantic Ave Ste 220 Long Beach CA 90806

Pediatric Services Laboratory

27725 Santa Margarita Pkwy Ste 121 Mission Viejo CA 92691

Lab Laboratory

910 South El Camino Real Ste E San Clemente CA 92672

Lab Laboratory

26921 Crown Valley Pkwy Ste 130 Mission Viejo CA 92691

Lab Nutrition & Wellness

24401 Calle De La Louise 100 Laguna Hills CA 92653

Nurtition & Wellness Center Outpatient Center at Torrance Memorial

3640 Lomita Blvd Ste 205 Torrance CA 90505

Various Pediatric OP Centers Laboratory

3500 Barranca Pkwy Ste 305 Irvine CA 92606

Lab MemorialCare Health Express

7201 Yorktown Ave Huntington Beach CA 92648

Walk-in Clinic MemorialCare Health Express

14201 Jeffrey Road Irvine CA 92620

Walk-in Clinic MemorialCare Health Express

25872 Muirlands Blvd Mission Viejo CA 92691

Walk-in Clinic Children's Specialty Center

9440 Talbert Ave Ste 200 Fountain Valley CA 92708

Children's Specialty Center Cntr for Women's Cardiac Health & Rsrch

2865 Atlantic Ave Ste 210 Long Beach CA 90806

Women's Cardiac Center Todd Cancer Institute

2880 Atlantic Ave Ste 412 Long Beach CA 90806

Cancer Risk & Prevention Bickerstaff Pediatric Family Center

3640 Lomita Blvd Ste 102 Torrance CA 90505

Pediatric Family Center GI Hepatology & Nutrition Center

2865 Atlantic Ave Ste 104 Long Beach CA 90806

Pediatric Services SCHEDULE H, PART I, LINE 6A EACH FACILITY PREPARES A SEPARATE COMMUNITY BENEFIT REPORT FOR THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT FILING PURPOSES. A CONSOLIDATING SCHEDULE FOR THE DOLLAR AMOUNTS OF CHARITY & COMMUNITY BENEFITS PROVIDED TO THE COMMUNITIES IS PREPARED BY THE CORPORATE OFFICE FOR THE AUDITED FINANCIAL STATEMENTS AND THE ANNUAL REPORT. CALIFORNIA HOSPITAL QUALITY ASSURANCE FEE PROGRAM SCHEDULE H, PART I, LINE 7B THE CALIFORNIA HOSPITAL QUALITY ASSURANCE FEE (HQAF) PROGRAM WAS SIGNED INTO LAW BY THE GOVERNOR OF CALIFORNIA AND BECAME EFFECTIVE SEPTEMBER 8, 2010. THE HQAF PROGRAM, IN COMBINED SUPPORT OF THE HOSPITAL INDUSTRY AND THE STATE OF CALIFORNIA, IMPOSES A PROVIDER FEE ON GENERAL ACUTE CARE HOSPITALS THAT, COMBINED WITH FEDERAL MATCHING FUNDS, WOULD BE USED TO PROVIDE SUPPLEMENTAL MEDI-CAL PAYMENTS TO HOSPITALS AND THE STATE MEDI-CAL PROGRAM. THE INITIAL 21-MONTH RETROACTIVE PHASE OF THE HQAF PROGRAM ENDED ON DECEMBER 31, 2010. IN MAY 2011, CMS APPROVED AN EXTENSION OF THE FEE-FOR-SERVICE PORTION OF THE HQAF PROGRAM FOR THE SIX MONTH PERIOD FROM JANUARY 1 THROUGH JUNE 30, 2011. THE NET HQAF PAYMENTS RECEIVED DURING FY 11 REPORTED ON LINE 7B IS $83,083,862, WHICH CONSISTED OF REVENUE OF $182,661,866 AND FEE EXPENSE OF $99,578,004. THE UNREIMBURSED MEDICAID PERCENTAGE ON LINE 7B IS 1.20%, WHEN THE NET HQAF PAYMENTS ARE EXCLUDED FROM THE CALCULATION. THE TOTAL FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT PERCENTAGE ON LINE 7K IS 5.54%, WHEN THE NET HQAF PAYMENTS ARE EXCLUDED FROM THE CALCULATION. SCHEDULE H, PART I, LINE 7G ALL COSTS ON LINE 7G ARE SUBSIDIZED HEALTH SERVICES RELATING TO THE OUTPATIENT SPECIALTY CENTERS (CLINICS) AT EARL & LORRAINE MILLER CHILDREN'S HOSPITAL. THESE SPECIALTY CENTERS OFFER MORE THAN 30 PEDIATRIC SUB-SPECIALTIES. CHILDREN ARE SEEN FOR ACUTE, CHRONIC OR SURGICAL CONDITIONS. THESE OUTPATIENT CENTERS SERVE AS THE PATIENT'S "MEDICAL HOME" FOR THE MANY THAT WILL NEED ONGOING FOLLOW-UP CARE AND SUPPORT ON A REGULAR BASIS. THESE MUCH NEEDED PEDIATRIC SERVICES ARE SUBSIDIZED IN ORDER TO PROVIDE SERVICES REGARDLESS OF ABILITY TO PAY. SCHEDULE H, PART I, LINE 7, COLUMN F OUR TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN (A) WAS $1,691,468,150. OUR SHARE OF THE TOTAL EXPENSE FROM JOINT VENTURES WAS $2,014,687. BAD DEBT EXPENSE OF $99,809,949 WAS DEDUCTED FROM THE TOTAL COMBINED EXPENSES TO LEAVE US WITH $1,593,672,888 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). SCHEDULE H, PART I, LINE 7 THE COST TO CHARGE METHODOLOGY IS USED TO DETERMINE THE AMOUNTS REPORTED IN THE TABLE IN PART I. WORKSHEET 2 WAS USED FOR THE COSTING METHODOLOGY FOR CONSISTENCY. SCHEDULE H, PART II MEMORIALCARE HEALTH SYSTEM, A SIX HOSPITAL NOT-FOR-PROFIT PRIVATE HEALTH SYSTEM SERVICING LOS ANGELES AND ORANGE COUNTIES, ENGAGED IN COMMUNITY BUILDING ACTIVITIES IN THE FOLLOWING FOUR CATEGORIES IN FY 2011: 1. COMMUNITY SUPPORT - ALL FACILITIES HOST SUPPORT GROUPS FOR VARIOUS ILLNESSES AND COMMUNITY GROUPS AS NEEDED. THESE GROUPS INCLUDE SUPPORT FOR ADOLESCENTS WITH HIV/AIDS, BRAIN INJURY, BREAST CANCER, LUNG DISEASE, PEDIATRIC CANCER, PARKINSON'S, PERINATAL LOSS, SPINAL CORD INJURY, STROKE AND OTHERS. OTHER GROUPS AND SERVICES INCLUDE BEREAVEMENT SUPPORT, DISASTER PREPAREDNESS AND INJURY PREVENTION PRESENTATIONS, LACTATION SUPPORT, VARIOUS ACTIVITIES FOR THE DISABLED AND OTHERS. 2. COALITION BUILDING - THE FACILITIES SUPPORT AND/OR PARTICIPATE IN VARIOUS ADVOCACY GROUPS, BOARDS AND COUNCILS WITHIN THEIR COMMUNITIES SUCH AS THE STROKE ASSOCIATION OF CALIFORNIA, COUNCIL ON AGING, KIWANIS CLUB, HEP B FREE COALITION, BREAST FEEDING COALITION, ROTARY, SOUTH COAST INTERFAITH COUNCIL, STATE BOARD OF PHARMACY, AND MANY OTHERS. 3. WORKFORCE DEVELOPMENT - THE FACILITIES ALL PROVIDE WORKFORCE DEVELOPMENT FOR THEIR COMMUNITIES. ACTIVITIES INCLUDED A PATIENT CARE ASSISTANT TRAINING PROGRAM, WORK PROGRAMS FOR THE DISABLED AND YOUTH PROGRAMS TO ENCOURAGE CAREERS IN HEALTHCARE. LONG BEACH MEMORIAL MADE AN EFFORT TO RECRUIT UNDERREPRESENTED MINORITIES. THESE ACTIVITIES HELP TO IMPROVE THE HEALTH OF OUR COMMUNITIES BOTH DIRECTLY AND INDIRECTLY. SUPPORT GROUPS AND EDUCATION HELP TO PROMOTE HEALTHIER LIVING AND ADDRESS SIGNIFICANT HEALTH ISSUES; COALITION BUILDING WORKS TO EXTEND OUR MANY OUTREACH ENDEAVORS; AND WORKFORCE DEVELOPMENT HELPS ENSURE THE FUTURE NEEDS OF OUR COMMUNITIES ARE MET AND RELIEVE WORKER SHORTAGES FOR CRITICAL POSITIONS. SCHEDULE H, PART III, LINE 4 BAD DEBT AT COST WAS CALCULATED BY AGGREGATING BAD DEBT FOR ALL ORGANIZATIONS INCLUDED IN THE GROUP RETURN AND MULTIPLYING BY THE COST TO CHARGE RATIO FROM WORKSHEET 2. THE BAD DEBT IS DETERMINED BASED ON THE PATIENT LIABILITY, IRRESPECTIVE OF ANY PREVIOUS PAYMENTS OR DISCOUNTS ON THE ACCOUNT. FOR ACCOUNTS WITH INSURANCE, ONCE THE INSURANCE HAS PAID, A STATEMENT IS SENT TO THE PATIENT FOR THEIR PORTION (DEDUCTIBLE, CO-PAY, NON-COVERED CHARGES). FOR SELF-PAY ACCOUNTS, PATIENTS HAVE SEVERAL OPTIONS FOR DISCOUNTS. IN BOTH CASES, AFTER A SET PERIOD OF TIME, IF PAYMENTS ARE NOT MADE, THE PATIENT PORTION IS WRITTEN OFF TO BAD DEBT. BAD DEBT FOOTNOTE: THE CORPORATION CLASSIFIES AS BAD DEBT ALL PATIENT CHARGE AMOUNTS DEEMED TO BE UNCOLLECTIBLE, AFTER A SERIES OF COLLECTION PROCESSES HAVE BEEN ATTEMPTED BY THE IN-HOUSE PERSONNEL. THESE ARE AMOUNTS WHERE THE PATIENT OR THEIR GUARANTOR IS RESPONSIBLE FOR PAYMENT AND NO OTHER THIRD PARTY LIABILITY EXISTS. A MINIMUM OF TWO STATEMENTS WILL BE SENT TO THE GUARANTOR NOTIFYING THEM THAT THE BALANCE OF THE ACCOUNT IS DUE. AFTER REASONABLE AND CUSTOMARY COLLECTION EFFORTS HAVE BEEN MADE AND THE PATIENT LIABILITY REMAINS OUTSTANDING FOR MORE THAN 120 DAYS AFTER THE MAILING DATE OF THE FIRST BILL, THE ACCOUNT WILL BE REFERRED TO AN OUTSIDE COLLECTION AGENCY. AT THAT POINT THE ACCOUNT IS WRITTEN OFF AND CHARGED TO BAD DEBT EXPENSE. THE UNPAID PATIENT PORTION OF MEDICARE ACCOUNTS WILL NOT BE DEEMED UNCOLLECTIBLE AND SENT TO A COLLECTION AGENCY UNTIL A MINIMUM OF 120 DAYS HAVE PASSED FROM THE DATE OF THE FIRST BILL MAILED TO THE BENEFICIARY, WITH NO LIKELIHOOD OF RECOVERY AT ANY TIME IN THE FUTURE. THE MEDICARE ACCOUNT WILL THEN BE SENT TO A COLLECTION AGENCY BUT NOT WRITTEN OFF TO BAD DEBT EXPENSE UNTIL IT IS RETURNED FROM THE COLLECTION AGENCY. UNRESOLVED ACCOUNTS ARE RETURNED TO IN-HOUSE PERSONNEL BY THE COLLECTION AGENCIES AFTER THEY HAVE PERFORMED ALL REASONABLE AND CUSTOMARY COLLECTIONS EFFORTS ON ASSIGNED ACCOUNTS AND THERE IS NO LIKELIHOOD OF RECOVERY AT ANY TIME IN THE FUTURE. THE AMOUNT ON LINE 3 (CHARITY CARE AT COST) WAS DETERMINED BY REDUCING THE CHARITY CARE CHARGES TO COST BY USING THE OVERALL COST TO CHARGE RATIO, CONSISTENT WITH OTHER COST CALCULATIONS ON THIS FORM. THE CHARITY CARE CHARGES ARE ACTUAL AMOUNTS WRITTEN OFF (CONVERTED) TO CHARITY BY 6/30/2011 FROM ACCOUNTS ORIGINALLY WRITTEN OFF TO BAD DEBT BY 6/30/2011. SCHEDULE H, PART III, LINE 8 TREATMENT AS COMMUNITY BENEFIT WE BELIEVE THE ENTIRE MEDICARE SHORTFALL SHOULD BE TREATED AS A COMMUNITY BENEFIT AS THE ORGANIZATION MUST SUBSIDIZE THE COST OF TREATING THE PATIENTS. ALTHOUGH MEDICARE IS NOT A MEANS-TESTED PROGRAM, HOSPITALS CANNOT COLLECT THE SHORTFALL IN REIMBURSEMENT FROM THE PATIENT THEREFORE, THEY ARE PROVIDING A BENEFIT TO THE COMMUNITY BY OFFERING SERVICES TO MEDICARE BENEFICIARIES AT A FINANCIAL LOSS. ALSO, THE FINANCIAL LOSS REALIZED THROUGH THE MEDICARE SHORTFALL PREVENTS US FROM PROVIDING EVEN MORE COMMUNITY BENEFIT SERVICES. COSTING METHODOLOGY THE ALLOWABLE MEDICARE COST USED IN LINE 6 WAS TAKEN FROM THE APPLICABLE FILED MEDICARE COST REPORTS. THE COST IS DETERMINED BY A MULTI-STEP PROCESS. FIRST, DIRECT COSTS ARE ACCUMULATED BY DEPARTMENT AND REPORTED ON THE APPROPRIATE LINES OF THE COST REPORT. THESE LINES ARE GROUPED BY TYPE. THESE TYPES ARE: GENERAL SERVICE (OVERHEAD), ROUTINE SERVICE, ANCILLARY SERVICE, OUTPATIENT SERVICE, SPECIAL PURPOSE AND NON-REIMBURSABLE. THE GENERAL SERVICE COSTS ARE THEN ALLOCATED DOWN TO THE OTHER TYPES OF COSTS USING A SIMPLE STEP-DOWN METHODOLOGY. ONCE THE OVERHEAD HAS BEEN ALLOCATED, ROUTINE PER DIEMS AND ANCILLARY COST TO CHARGE RATIOS ARE CALCULATED. THE COST OF MEDICARE SERVICES IS DETERMINED BY APPORTIONING THE TOTAL COST BASED ON MEDICARE DAYS FOR ROUTINE (DAYS X COST PER DAY) AND MEDICARE CHARGES FOR ANCILLARY, OUTPATIENT AND SPECIAL PURPOSE COSTS (MEDICARE CHARGES X COST TO CHARGE RATIO) AND ADDING THEM TOGETHER. SCHEDULE H, PART III, LINE 9B ONCE A BALANCE HAS BEEN IDENTIFIED AS A PATIENT RESPONSIBILITY A MINIMUM OF TWO DATAMAILERS/STATEMENTS ARE SENT TO THE GUARANTOR NOTIFYING THEM OF THE AMOUNT DUE. AFTER CUSTOMARY COLLECTION EFFORTS HAVE BEEN MADE AND THE PATIENT LIABILITY REMAINS UNPAID, THE ACCOUNT WILL BE PROCESSED FOR REFERRAL TO AN OUTSIDE COLLECTION AGENCY. ONCE ASSIGNED, THE COLLECTION AGENCY WILL CONTINUE USING REASONABLE AND CUSTOMARY COLLECTION EFFORTS IN ORDER TO OBTAIN PAYMENT. AT ANY TIME DURING THIS PROCESS THE PATIENT INDICATES FINANCIAL HARDSHIP, THE PATIENT WILL BE INFORMED OF THE MEMORIAL HEALTH SERVICES CHARITY CARE AND LOW INCOME FINANCIAL ASSISTANCE PROGRAMS. IF ALL OR PART OF A BALANCE QUALIFIES FOR CHARITY, THE AMOUNT WILL BE RECLASSED FROM BAD DEBT TO CHARITY. IF NOT, THE AMOUNT STAYS IN BAD DEBT. ONCE THE COLLECTION AGENCY DEEMS THERE IS NO LIKELIHOOD OF RECOVERY AT ANY TIME IN THE FUTURE, THE COLLECTION AGENCY WILL CEASE COLLECTION EFFORTS. ON A MONTHLY BASIS, THE COLLECTION AGENCY WILL ISSUE A REPORT IDENTIFYING THOSE ACCOUNTS WHERE COLLECTION EFFORTS HAVE CEASED. NEEDS ASSESSMENT SCHEDULE H, PART VI, LINE 2 IN OUR LONG BEACH MARKET, THE HEALTH NEEDS ASSESSMENT IS CONDUCTED BY SURVEYING COMMUNITY MEMBERS EVERY THREE YEARS AND IS DONE IN PARTNERSHIP WITH TWO OTHER NON-PROFIT HOSPITALS LOCATED IN THE CITY OF LONG BEACH. THE DATA IS COMPILED AND ANALYZED BY A LOCAL PUBLIC UNIVERSITY WHO ISSUES THE FINAL REPORT. IN ORANGE COUNTY, A COLLABORATIVE OF GOVERNMENT AGENCIES, HOSPITALS AND OTHER HEALTH CARE ORGANIZATIONS PARTICIPATE IN THE ORANGE COUNTY HEALTH NEEDS ASSESSMENT (OCHNA) TO COLLECT DATA AND REPORT ON THE HEALTH OF THE COMMUNITY. PATIENT NOTIFICATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI, LINE 3 PUBLIC NOTICE EACH MEMORIAL HEALTH SYSTEM HOSPITAL SHALL POST NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. SUCH NOTICES SHALL BE POSTED IN HIGH VOLUME INPATIENT, OUTPATIENT AND EMERGENCY SERVICE AREAS OF THE HOSPITAL. NOTICES SHALL ALSO BE POSTED IN THE PATIENT FINANCIAL SERVICES AND COLLECTION DEPARTMENTS. NOTICES WILL INCLUDE CONTACT INFORMATION ON HOW A PATIENT MAY OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR SUCH ASSISTANCE. THESE NOTICES SHALL BE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF FIVE PERCENT (5%), OR MORE, OF THE PATIENTS IN THE HOSPITAL'S SERVICE AREA ACCORDING TO THE FEDERAL TITLE VI GUIDELINES. DATA MAILERS AND STATEMENTS SENT TO PATIENTS AS PART OF THE ROUTINE BILLING PROCESS WILL CONTAIN INFORMATION ABOUT THE MHS FINANCIAL ASSISTANCE PROGRAM. THESE NOTICES SHALL BE AVAILABLE IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF FIVE PERCENT (5%), OR MORE, OF THE PATIENTS IN THE HOSPITAL'S SERVICE AREA ACCORDING TO THE FEDERAL TITLE VI GUIDELINES. A PATIENT INFORMATION BROCHURE THAT DESCRIBES THE FEATURES OF THE MHS FINANCIAL ASSISTANCE PROGRAM WILL BE MADE AVAILABLE TO PATIENTS AND MEMBERS OF THE GENERAL PUBLIC. THESE NOTICES SHALL BE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF FIVE PERCENT (5%), OR MORE, OF THE PATIENTS IN THE HOSPITAL'S SERVICE AREA ACCORDING TO THE FEDERAL TITLE VI GUIDELINES. COMMUNITY INFORMATION SCHEDULE H, PART VI, LINE 4 LONG BEACH, CALIFORNIA, THE 36TH LARGEST CITY IN THE NATION, THE 7TH LARGEST IN CALIFORNIA, AND 2ND LARGEST IN LOS ANGELES COUNTY, IS ONE OF THE MOST DIVERSE CITIES IN THE NATION. THE CITY IS LOCATED ABOUT 20 MILES SOUTH OF DOWNTOWN LOS ANGELES AND 105 MILES NORTH OF SAN DIEGO AND BORDERS ORANGE COUNTY ON ITS SOUTHEAST EDGE. WITH NEARLY HALF A MILLION RESIDENTS, THE ETHNIC, CULTURAL AND LANGUAGE DIVERSITY OF THE CITY IS A SOURCE OF PRIDE. COMMUNITY HOSPITAL LONG BEACH, LONG BEACH MEMORIAL MEDICAL CENTER AND EARL & LORRAINE MILLER CHILDREN'S HOSPITAL ARE SITUATED IN THE SOUTH BAY AREA OF LOS ANGELES COUNTY WITHIN AN AREA REFERRED TO AS SERVICE PLANNING AREA 8 (SPA 8). ACCORDING TO THE 2010 US CENSUS, 41% OF THE POPULATION IS IDENTIFIED AS HISPANIC, 14% AS BLACK OR AFRICAN AMERICAN, 13% AS ASIAN AND 29% AS WHITE. OVER 9% OF THE TOTAL POPULATION IS AGE 65 OR OLDER. CHILDREN UNDER THE AGE OF 18 COMPRISE 25% OF THE POPULATION AND 31% (THE MAJORITY) ARE BETWEEN 25 AND 44 YEARS OLD. THE MEDIAN HOUSEHOLD INCOME IS $50,040. ABOUT 18.8% OF THE POPULATION WAS BELOW THE POVERTY LINE. THE PRIMARY SERVICE AREA COMES FROM ZIP CODES WITHIN THE CITY OF LONG BEACH. THEIR SECONDARY SERVICE AREA INCLUDES THE CITIES OF LAKEWOOD, SEAL BEACH, COMPTON, BELLFLOWER, CARSON, CERRITOS, PARAMOUNT, LOS ALAMITOS, SIGNAL HILL, CYPRESS, NORWALK, LYNWOOD, AND WILMINGTON. FOUNTAIN VALLEY, CALIFORNIA IS LOCATED SOUTHWEST AND NORTHEAST OF THE SAN DIEGO FREEWAY (INTERSTATE 405), WHICH DIAGONALLY BISECTS THE CITY IN ORANGE COUNTY. IT IS SURROUNDED BY HUNTINGTON BEACH ON THE SOUTH AND WEST, WESTMINSTER AND GARDEN GROVE ON THE NORTH, SANTA ANA ON THE NORTHWEST AND COSTA MESA ON THE SOUTHEAST. ACCORDING TO THEIR 2010 CENSUS, THERE WERE 55,313 PEOPLE IN THE CITY. THE RACIAL MAKE-UP WAS 57% WHITE, 3% BLACK OR AFRICAN-AMERICAN, AND 33% ASIAN WITH THE REMAINDER FROM OTHER OR TWO OR MORE RACES. 13% OF THE POPULATION IDENTIFIED THEMSELVES FROM HISPANIC OR LATINO DESCENT. OVER 18% OF THE POPULATION WAS AGE 65 YEARS OR OLDER. CHILDREN UNDER THE AGE OF 18 COMPRISED 21% OF THE POPULATION AND 29% (THE MAJORITY) WERE BETWEEN 25 AND 44 YEARS OLD. THE MEDIAN HOUSEHOLD INCOME FOR THE CITY WAS $88,809. ABOUT 4.4% OF THE POPULATION WAS BELOW THE POVERTY LINE, INCLUDING 5.3% OF THOSE UNDER AGE. THE SERVICE AREA OF ORANGE COAST MEMORIAL MEDICAL CENTER INCLUDES FOUNTAIN VALLEY, CORONA DEL MAR, COSTA MESA, CYPRESS, GARDEN GROVE, HUNTINGTON BEACH, SEAL BEACH, SURFSIDE, TUSTIN, WESTMINSTER, AND PARTS OF SANTA ANA AND ANAHEIM. LAGUNA HILLS, CALIFORNIA IS LOCATED IN SOUTHERN ORANGE COUNTY. ACCORDING TO THE 2010 CENSUS THERE WERE 30,344 PEOPLE RESIDING IN THE CITY. THE RACIAL MAKE-UP OF THE CITY WAS 73% WHITE, 1% AFRICAN-AMERICAN, AND 13% ASIAN WITH THE REMAINDER FROM OTHER OR TWO OR MORE RACES. 21% OF THE POPULATION IDENTIFIED THEMSELVES FROM HISPANIC OR LATINO DESCENT. OVER 12% OF THE POPULATION WAS AGE 65 YEARS OR OLDER. CHILDREN UNDER THE AGE OF 18 COMPRISED 22% OF THE POPULATION AND 35% (THE MAJORITY) WERE BETWEEN 45 AND 64 YEARS OLD. THE MEDIAN HOUSEHOLD INCOME FOR THE CITY WAS $88,495. ABOUT 5.0% OF THE POPULATION WAS BELOW THE POVERTY LINE, INCLUDING 6% OF THOSE UNDER AGE 18. THE COMMUNITY OF SADDLEBACK MEMORIAL MEDICAL CENTER-LAGUNA HILLS ENCOMPASSES THE FOLLOWING TWELVE AREAS: ALISO VIEJO, FOOTHILL RANCH, IRVINE, LADERA RANCH, LAGUNA BEACH, LAGUNA HILLS, LAGUNA NIGUEL, LAGUNA WOODS, LAKE FOREST, MISSION VIEJO, RANCHO SANTA MARGARITA AND TRABUCO CANYON. SAN CLEMENTE, CALIFORNIA IS LOCATED SIX MILES SOUTH OF SAN JUAN CAPISTRANO AT THE SOUTHERN TIP OF ORANGE COUNTY. ACCORDING TO THE US 2010 CENSUS THERE WERE 63,522 PEOPLE IN THE CITY. THE RACIAL MAKE-UP OF THE CITY WAS 86% WHITE, .6% AFRICAN-AMERICAN, AND 4% ASIAN WITH THE REMAINDER FROM OTHER OR TWO OR MORE RACES. 17% OF THE POPULATION IDENTIFIED THEMSELVES FROM HISPANIC OR LATINO DESCENT. OVER 13% OF THE POPULATION WAS AGE 65 YEARS OR OLDER. CHILDREN UNDER THE AGE OF 18 COMPRISED 24% OF THE POPULATION AND 29% (THE MAJORITY) WERE BETWEEN 45 AND 64 YEARS OLD. THE MEDIAN HOUSEHOLD INCOME FOR THE CITY WAS $82,393 IN 2009. ABOUT 7.8% OF THE POPULATION WAS BELOW THE POVERTY LINE, INCLUDING 11.8% OF THOSE UNDER AGE 18. THE COMMUNITY OF SADDLEBACK MEMORIAL MEDICAL CENTER- SAN CLEMENTE INCLUDES CAPISTRANO BEACH, DANA POINT, SAN CLEMENTE AND SAN JUAN CAPISTRANO. PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI, LINE 5 MEDICAL STAFF MEMBERSHIP IS OPEN TO ANY PHYSICIAN REGARDLESS OF GROUP OR OTHER AFFILIATION. CLINICAL PRIVILEGES ARE GRANTED BASED ON MEETING THE PREREQUISITE CRITERIA. EACH FACILITY HAS A COMMUNITY BENEFIT OVERSIGHT COMMITTEE (CBOC) THAT IS STAFFED BY HOSPITAL EMPLOYEES AND LED BY COMMUNITY MEMBERS. THE CBOC IS INVOLVED IN THE STRATEGIC PLANNING PROCESS TO ENSURE THAT THE VARIOUS COMMUNITY BENEFIT ACTIVITIES PROVIDED ALIGN WITH THE HEALTH NEEDS OF OUR COMMUNITIES. AS A NOT-FOR-PROFIT ORGANIZATION, ANY SURPLUS OF FUNDS IS INVESTED BACK INTO THE ORGANIZATION WHICH GREATLY BENEFITS THE COMMUNITY. IN THE PAST YEAR, TWO NEW PATIENT CARE BUILDINGS WERE OPENED ON TWO DIFFERENT CAMPUSES CONTAINING STATE OF THE ART MEDICAL EQUIPMENT. THE SYSTEM HAS MADE A COMMITMENT AND A SIZEABLE FINANCIAL INVESTMENT TO INSTALL AN ELECTRONIC MEDICAL RECORD (EMR) SYSTEM AT ALL THE HOSPITAL SITES. MEMORIALCARE IS ALSO PARTNERING WITH PHYSICIANS TO INSTALL COMPATIBLE SYSTEMS FOR THEIR PRACTICES. THREE OF OUR HOSPITALS HAVE INVESTED IN THE DAVINCI SURGICAL ROBOT. USE OF THIS TECHNOLOGY PROVIDES FOR LESS INVASIVE SURGERIES AND QUICKER RECOVERY TIMES. TO HELP EASE THE SHORTAGE OF HEALTH CARE PROFESSIONALS AVAILABLE AND ENSURE THE FUTURE NEEDS OF OUR COMMUNITIES ARE MET, EACH YEAR WE TRAIN HUNDREDS OF PHYSICIANS, NURSES AND OTHER PROFESSIONALS INCLUDING PHARMACISTS AND SPEECH, OCCUPATIONAL, PHYSICAL AND RESPIRATORY THERAPISTS. LONG BEACH MEMORIAL MEDICAL CENTER (LBMMC) PARTNERS WITH THE UNIVERSITY OF CALIFORNIA, IRVINE TO TRAIN MEDICAL RESIDENTS IN VARIOUS SPECIALTIES, INCLUDING PEDIATRIC MEDICINE. LBMMC ALSO MAINTAINS A PHARMACY RESIDENCY PROGRAM ON SITE THAT TRAINS PHARMACISTS IN BOTH THE ADULT AND PEDIATRIC PHARMACIES. ON THE NURSING SIDE, LBMMC PARTNERS WITH CALIFORNIA STATE UNIVERSITY LONG BEACH TO PROVIDE CLINICAL TRAINING TO THEIR NURSING STUDENTS. MEMORIALCARE'S RESEARCH ADMINISTRATION OVERSEES SCIENTIFIC AND CLINICAL RESEARCH THAT ENABLES THE ORGANIZATION TO REMAIN AT THE FOREFRONT OF DISCOVERY AND PROVIDE PATIENTS WITH EVIDENCE-BASED BEST PRACTICE MEDICINE. THOUSANDS OF PATIENTS AND THEIR FAMILIES BENEFIT FROM OUR DIVERSE RESEARCH PROGRAMS IN CANCER, HEART DISEASE, ORTHOPEDICS, INFECTIOUS DISEASES, GYNECOLOGY, OBSTETRICS, UROLOGY, PEDIATRICS, NEONATOLOGY AND MORE. THE SYSTEM HAS ALSO INVESTED IN ITS EMPLOYEES BY PROMOTING "THE GOOD LIFE", AN EMPLOYEE WELLNESS PROGRAM THAT PROVIDES INFORMATION, PROGRAMS AND SUPPORT TO EMPLOYEES AND THEIR FAMILIES TO HELP THEM GET OR STAY HEALTHY. AFFILIATED HEALTH CARE SYSTEM SCHEDULE H, PART VI, LINE 6 MEMORIALCARE HEALTH SYSTEM IS AN INTEGRATED DELIVERY SYSTEM THAT EXISTS FOR THE BENEFIT OF THE COMMUNITIES WE SERVE. IT IS OUR MISSION TO IMPROVE THE HEALTH AND WELL BEING OF INDIVIDUALS, FAMILIES AND OUR COMMUNITIES THROUGH INNOVATION AND THE PURSUIT OF EXCELLENCE. AS A NOT-FOR-PROFIT HEALTH SYSTEM, PROVIDING COMMUNITY BENEFITS IS A VITAL PART OF FULFILLING THAT MISSION. WE COMMIT TO IDENTIFY AND FULFILL THE UNMET HEALTH NEEDS OF THE PEOPLE WHO LIVE AND WORK IN THE COMMUNITIES WE SERVE. IN ADDITION TO OUR HOSPITAL CAMPUSES OUR SYSTEM INCLUDES HEALTHEXPRESS WALK-IN CLINICS, THE MEMORIALCARE PHYSICIAN SOCIETY AND PHILANTHROPIC FOUNDATIONS. OUR HEALTHEXPRESS CLINICS, LOCATED IN SELECT GROCERY STORES, ALLOW PATIENTS TO WALK IN TO RECEIVE CONVENIENT CARE FOR MINOR CONDITIONS. THE PHYSICIAN SOCIETY INCLUDES MORE THAN 1,700 DOCTORS WHO PARTNER WITH MEMORIALCARE TO IMPROVE CLINICAL OUTCOMES AND PATIENT SAFETY THROUGH THE USE OF MEDICINE'S BEST PRACTICES. OUR PHILANTHROPIC FOUNDATIONS HAVE STRONG COMMUNITY TIES. THE GIFTS AND GRANTS MADE HELP TO FUND HEALTH CARE EDUCATION, CLINICAL RESEARCH, MEDICAL EQUIPMENT AND PATIENT CARE PROGRAMS. OUR SUCCESS AS A SYSTEM IS NOT ONLY MEASURED BY OUR ABILITY TO TREAT PATIENTS, BUT ALSO BY THE COMMUNITY'S WELL BEING. EACH YEAR WE DESIGN A BROAD RANGE OF PROGRAMS THAT MEET THE HEALTH NEEDS AND IMPROVE THE QUALITY OF LIFE WITHIN OUR COMMUNITIES. THESE COMMUNITY BENEFIT PROGRAMS ARE ESSENTIAL IN PROMOTING THE HEALTH OF THE COMMUNITIES WE SERVE. STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI, LINE 7 CALIFORNIA true LONG BEACH POLICE FOUNDATION PO BOX 15418 LONG BEACH CA 90815 330835185 501(C)(3) 22500 PROGRAM SUPPORT SADDLEBACK MEMORIAL FOUNDATION 24451 HEALTH CNTR DR LAGUNA HILLS CA 92653 330011887 501(C)(3) 200000 PROGRAM SUPPORT CITY OF FOUNTAIN VALLEY 10200 SLATER AVE FOUNTAIN VALLEY CA 92708 952138356 Government 6150 COMMUNITY SUPPORT AGE WELL SENIOR SERVICES 24300 EL TORO ROAD BUILDING A SUITE 2000 LAGUNA WOODS CA 92637 931163563 501(C)(3) 20000 GRANT TO PROVIDE MEALS ON WHEELS SERVICES TO SENIORS 4 0 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 LONG BEACH MEMORIAL MEDICAL CENTER, MEMORIALCARE MEDICAL FOUNDATION, ORANGE COAST MEMORIAL MEDICAL CENTER, AND SADDLEBACK MEMORIAL MEDICAL CENTER VALIDATE EACH RECIPIENT ORGANIZATION AND HOW ITS MISSION FITS INTO THAT OF THEIR MISSION. MANAGEMENT REVIEWS EACH ONE FOR VALUE TO THE MISSION OF THE ORGANIZATION. ONCE IT IS GIVEN, ONLY TO LEGITIMATE ORGANIZATIONS, IT IS LEFT UP TO THE DISCRETION OF THE GRANTEE. X true false false true false false false false false true false Barry S Arbuckle 0 859787 0 448365 0 125030 0 66029 0 21057 0 1520268 0 0 La Donna Butler 266543 0 79771 0 56723 0 24500 0 15416 0 442953 0 0 0 Adolfo Oscar Chanez 218910 0 31974 0 23273 0 0 0 15811 0 289968 0 0 0 Kathy R Dawson 183242 0 51484 0 22534 0 12250 0 14271 0 283781 0 0 0 Stephen B Geidt 349371 0 143045 0 45769 0 51533 0 15774 0 605492 0 0 0 Cheryl Jacob 139261 0 76778 0 16779 0 24500 0 4921 0 262239 0 0 0 Hugo L Folli 192097 0 54442 0 18379 0 24500 0 19768 0 309186 0 0 0 Tony Struthers 170827 0 34295 0 10183 0 0 0 18352 0 233657 0 0 0 Kenneth Dalebout 158494 0 26973 0 11139 0 0 0 12064 0 208670 0 0 0 John Bishop 238694 0 58332 0 26896 0 14700 0 19457 0 358079 0 0 0 Richard DeCarlo 95694 0 210000 0 60212 0 0 0 6991 0 372897 0 0 0 Diane Hendel 384809 0 130123 0 53436 0 79239 0 20616 0 668223 0 0 0 Wendy L Dorchester 279376 0 67958 0 44293 0 24500 0 20225 0 436352 0 0 0 Judith A Fix 274291 0 64581 0 36472 0 14700 0 17753 0 407797 0 0 0 Tamra L Kaplan 214741 0 52300 0 25776 0 22050 0 19937 0 334804 0 0 0 Melvin Marks MD 313590 0 84428 0 57531 0 22050 0 15608 0 493207 0 0 0 William M Roberts MD 284242 0 5897 0 30217 0 12250 0 1684 0 334290 0 0 0 Donna E Hartman 193987 0 40224 0 11589 0 14684 0 7937 0 268421 0 0 0 Linda L Hoff 180051 0 39408 0 16209 0 23748 0 15001 0 274417 0 0 0 Pamela S Chevreaux 179998 0 37648 0 11479 0 13781 0 7859 0 250765 0 0 0 Glenn Crabtree 207439 0 43564 0 11770 0 0 0 19258 0 282031 0 0 0 Dana E Crompton-Hime 160361 0 35266 0 10359 0 12923 0 13985 0 232894 0 0 0 Stacie Crompton-Hime 166578 0 34195 0 10163 0 10696 0 7780 0 229412 0 0 0 Myra J Gregorian 130077 0 10000 0 15048 0 0 0 11584 0 166709 0 0 0 Ida M Merline 190399 0 39495 0 22985 0 7695 0 1206 0 261780 0 0 0 Marcia Manker 353464 0 148735 0 28962 0 38341 0 13437 0 582939 0 0 0 Stephen McNamara 209190 0 66598 0 23601 0 14700 0 14436 0 328525 0 0 0 Dale S Vital 193622 0 57673 0 23316 0 22050 0 10518 0 307179 0 0 0 Emily Randal 162708 0 0 0 12048 0 10974 0 18714 0 204444 0 0 0 Lorraine Booth 100949 0 33446 0 17816 0 22050 0 7540 0 181801 0 0 0 Steven Beal 78347 0 75000 0 8798 0 0 0 4072 0 166217 0 0 0 Anil Sharma 211444 0 6690 0 973 0 17795 0 19289 0 256191 0 0 0 Umesh C Bhargava 189221 0 2631 0 11087 0 20882 0 14307 0 238128 0 0 0 Emma G Alforja 178490 0 0 0 16580 0 17712 0 14305 0 227087 0 0 0 Anita Kapur 179882 0 9755 0 4520 0 19558 0 7985 0 221700 0 0 0 Jane H Hodding 187821 0 3780 0 1565 0 19394 0 7810 0 220370 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART I, LINE 1A CERTAIN EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. SCHEDULE J, PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATIONS' CHIEF EXECUTIVE OFFICERS IS DETERMINED BY MEMORIAL HEALTH SERVICES (MHS), THE TAX-EXEMPT PARENT. SEE SCHEDULE O FOR 990, PART VI, LINE 15A FOR THE PROCESS USED BY MHS TO DETERMINE COMPENSATION. SCHEDULE J, PART I, LINE 4B MEMORIAL HEALTH SERVICES SPONSORS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), COVERING SELECTED EXECUTIVES, AS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE SERP PROVIDES FOR A LUMP SUM PAYMENT TO EACH EXECUTIVE AT VESTING DATE, AS DEFINED IN THE SERP AGREEMENT. NO SERP PAYMENTS WERE MADE FOR YEAR ENDED 6/30/2011. SCHEDULE J, PART I, LINE 7 CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT RECEIVE PART OF THEIR OVERALL COMPENSATION IN THE FORM OF AN INCENTIVE PAYMENT. SEVERAL DIFFERENT FINANCIAL AND NON-FINANCIAL METRICS ARE UTILIZED IN THE FORMULA WHICH ARE REVIEWED AND APPROVED EACH YEAR IN ADVANCE BY THE COMPENSATION COMMITTEE OF THE MEMORIAL HEALTH SERVICES BOARD. ANY INCENTIVE PAYMENTS AWARDED ARE ALSO APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE, AFTER AN AUDIT AND/OR REVIEW HAS BEEN CONDUCTED. PARKINSON'S AND MOVEMENT DISORDER I DIANE TRUONG/SEE PART V 132971 RENTAL INCOME PROVIDED - OCMMC false COLUMBIA EMERGENCY MEDICAL GROUP GAIL CURRUTHERS/PART V 853402 MEDICAL SVCS PROVIDED TO LBMMC false MILLER CHILDREN'S SUBSPECIALTY LUPE PADILLA/PART V 4094963 MEDICAL SVCS PROVIDED TO LBMMC false MEMORIALCARE MEDICAL GROUP MARK CIANCIOLA/PART V 8299453 MEDICAL SVCS PROVIDED TO MMF false FARMERS MERCHANTS BANK SEAN MILLER/PART V 219568 BANK FEES false BUSINESS TRANSACTIONS INVOLVING RELATED PARTIES SCHEDULE L, PART IV DIANE TRUONG IS A BOARD MEMBER OF OCMMC AND THE EXECUTIVE DIRECTOR OF PARKINSON'S & MOVEMENT DISORDER INSTITUTE ("INSTITUTE"). THE INSTITUTE IS THE SOLELY OWNED MEDICAL PRACTICE OF HER SPOUSE, DR. DANIEL TRUONG. THE INSTITUTE RENTS SPACE FROM OCMMC AT FAIR MARKET VALUE. GAIL CURRUTHERS, M.D. IS A BOARD MEMBER OF LBMMC AND IS ALSO A PARTNER OF COLUMBIA EMERGENCY MEDICAL GROUP. LUPE PADILLA, M.D. IS A BOARD MEMBER OF LBMMC AND IS ALSO A PARTNER OF THE MILLER CHILDREN'S SUBSPECIALTY. MARK CIANCIOLA IS A BOARD MEMBER OF MMF AND IS ALSO AN OFFICER AND OWNER OF MEMORIALCARE MEDICAL GROUP, FORMERLY BRISTOL PARK MEDICAL GROUP. SEAN MILLER IS A BOARD MEMBER OF LBMMC AND IS ALSO THE OFFICER OF FARMERS & MERCHANTS BANK. DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4A MEMORIALCARE HEALTH SYSTEM IS A LEADING SOUTHERN CALIFORNIA NOT-FOR-PROFIT INTEGRATED DELIVERY SYSTEM WITH NEARLY 11,000 EMPLOYEES AND 2,300 AFFILIATED PHYSICIANS. THE MEMORIALCARE HOSPITALS INCLUDE LONG BEACH MEMORIAL MEDICAL CENTER, MILLER CHILDREN'S HOSPITAL LONG BEACH, COMMUNITY HOSPITAL LONG BEACH, ORANGE COAST MEMORIAL MEDICAL CENTER-FOUNTAIN VALLEY SADDLEBACK MEMORIAL MEDICAL CENTER LAGUNA HILLS AND SADDLEBACK MEMORIAL MEDICAL CENTER SAN CLEMENTE. THE MEMORIALCARE HEALTH SYSTEM OPERATES 1,537 LICENSED BEDS. FOR FY2011, THE SYSTEM'S HOSPITALS RECORDED 305,481 PATIENT DAYS, 67,974 PATIENT DISCHARGES, 37,127 SURGERIES, 9,505 BABIES DELIVERED, 169,406 EMERGENCY DEPARTMENT VISITS, AND 57,464 HOME HEALTH VISITS. THE HEALTH SYSTEM HAS GAINED WIDESPREAD RECOGNITION FOR OUR UNIQUE APPROACH TO HEALTH CARE. THE ORGANIZATION HAS BEEN IDENTIFIED AS ONE OF THE TOP 100 INTEGRATED HEALTH NETWORKS IN THE NATION, AS WELL AS TOP 10 IN THE WEST (FROM SDI). OUR HOSPITALS ARE RANKED AS HIGH PERFORMERS IN 18 SPECIALTIES BY US NEWS AND WORLD REPORT. WE ARE PARTICULARLY PROUD TO BE ONE OF ONLY 29 COMPANIES WORLDWIDE SELECTED AS A 2011 GALLUP GREAT WORKPLACE WINNER! LONG BEACH MEMORIAL MEDICAL CENTER LONG BEACH MEMORIAL, A STATE-OF-THE-ART, 462-ADULT BED COMMUNITY HOSPITAL, GOT ITS START IN 1907 AS SEASIDE HOSPITAL IN A CONVERTED 13-ROOM VICTORIAN HOME. LONG BEACH MEMORIAL IS HOME TO THESE SPECIALIZED CENTERS: MEMORIALCARE TODD CANCER INSTITUTE, MEMORIALCARE HEART AND VASCULAR INSTITUTE, REHABILITATION & PHYSICAL THERAPY AND THE EMERGENCY TRAUMA CENTER. THE TODD CANCER INSTITUTE IS COMMITTED TO THE EARLY DIAGNOSIS, RESEARCH, TREATMENT AND EDUCATION OF PATIENTS WITH CANCER OR SERIOUS BLOOD DISORDERS. THE MEMORIALCARE TODD CANCER INSTITUTE AT LONG BEACH MEMORIAL IS A LEADER IN MAKING INDIVIDUALIZED CANCER THERAPY A CLINICAL REALITY. THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER ACCREDITS THE MEMORIALCARE TODD CANCER INSTITUTE AS A TEACHING HOSPITAL CANCER PROGRAM, WHICH IS THE HIGHEST LEVEL ACCREDITATION POSSIBLE FOR COMMUNITY HOSPITALS. MEMORIALCARE HEART AND VASCULAR INSTITUTE IS WIDELY RESPECTED AS ONE OF THE REGION'S TOP CARDIAC CENTERS. THE CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT RANKS MEMORIALCARE HEART AND VASCULAR INSTITUTE AS ONE OF THE BEST IN SOUTHERN CALIFORNIA FOR PERFORMANCE IN TREATING HEART ATTACK PATIENTS. MEMORIALCARE HEART AND VASCULAR INSTITUTE HOUSES CALIFORNIA'S MOST SOPHISTICATED CARDIAC CARE CENTER AND HAS PIONEERED TREATMENTS SUCH AS CARDIAC RESYNCHRONIZATION, HOMOGRAPH VALVE SURGERY AND CARDIAC BYPASS. REHABILITATION AND PHYSICAL THERAPY PROVIDES LEADING REHABILITATION SPECIALISTS THE MOST ADVANCED TECHNOLOGY, MAKING IT ONE OF CALIFORNIA'S MOST RESPECTED REHABILITATION CENTERS. THE REHABILITATION DEPARTMENT USES AN INTERDISCIPLINARY TREATMENT APPROACH TO MANAGE A WIDE VARIETY OF DIAGNOSES. THE DEPARTMENT IS A CENTER OF EXCELLENCE FOR BRAIN INJURY AND SPINAL CORD INJURY. OUR CERTIFIED PRIMARY STROKE CENTER RECEIVED THE JOINT COMMISSION'S GOLD SEAL OF APPROVAL, ACKNOWLEDGING THAT OUR PROGRAM IMPROVES PATIENT OUTCOMES BY RIGOROUSLY ADHERING TO NATIONAL STANDARDS AND GUIDELINES. A FULL CONTINUUM OF CARE IS PROVIDED FOR PATIENTS FROM INPATIENT ACUTE AND SUB-ACUTE CARE TO OUTPATIENT, RESIDENTIAL AND DAY TREATMENT SETTINGS. IN ADDITION TO PATIENT CARE AND CLINICAL RESEARCH, LONG BEACH MEMORIAL IS STRONGLY COMMITTED TO EDUCATION. IT HAS BEEN A TEACHING HOSPITAL FOR MORE THAN 50 YEARS, TRAINING RESIDENTS AND FELLOWS IN GRADUATE MEDICAL EDUCATION THROUGH AFFILIATIONS WITH LOCAL UNIVERSITIES. LONG BEACH MEMORIAL SUPPORTS A REVOLUTIONARY NURSING PROGRAM IN PARTNERSHIP WITH CALIFORNIA STATE UNIVERSITY, LONG BEACH, AND CONTINUES TO SPONSOR A NURSING PROGRAM WITH LONG BEACH CITY COLLEGE. LONG BEACH MEMORIAL HAS CONCENTRATED ITS COMMUNITY BENEFIT RESOURCES ON INSTITUTING PROGRAMS FOCUSED ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH NEEDS. OUR GOVERNANCE OVERSIGHT PROCESS INCLUDED: - INTEGRATION OF COMMUNITY HOSPITAL LONG BEACH INTO THE MHS AND LONG BEACH MEMORIAL COMMUNITY BENEFIT PROCESSES FOR COUNTING AND REPORTING COMMUNITY BENEFIT. - COMMUNITY BENEFIT OVERSIGHT COMMITTEE (CBOC) STRUCTURE APPROVED - COMMUNITY BENEFIT STANDARDS ADOPTED FOR THE MEMORIALCARE HEALTH SYSTEM OUR AREAS OF FOCUS INCLUDED: ACCESS TO CARE, HEALTH AND WELLNESS AND CHRONIC DISEASE PREVENTION AND CARE. LONG BEACH MEMORIAL PROVIDES COMMUNITY HEALTH IMPROVEMENT SERVICES THROUGH 29 DIFFERENT PROGRAMS AND ACTIVITIES, WHICH INCLUDE COMMUNITY HEALTH EDUCATION, COMMUNITY LECTURES, PRESENTATIONS AND WORKSHOPS IN THE AREAS OF CANCER, STROKE, HEART HEALTH, WOMEN'S HEALTH, DISASTER PREPAREDNESS, HEALTH FAIRS, HEALTH SCREENINGS, RESPIRATORY CARE, SENIOR HEALTH AND TOBACCO EDUCATION. WE OFFER DISEASE SPECIFIC SUPPORT GROUPS SUCH AS STROKE, CANCER AND DIABETES, WHICH ARE PART OF THE COMMUNITY-BASED CLINICAL SERVICES. SUPPORT GROUPS ARE FACILITATED BY PHYSICIANS OR NURSES AND SOCIAL WORKERS. ADDITIONALLY, WE PROVIDE AN ONCOLOGY LIFE COACH AND HELP-LINES, WHICH COMMUNITY MEMBERS CAN CALL TO ASK QUESTION E.G., CANCER RELATED INFORMATION. WE ALSO PROVIDE HOMELESS ASSISTANCE, HOUSING VOUCHERS AND CONNECTION TO MEDICAL HOMES AND A BLOOD DONOR CENTER. OVER 122,000 PEOPLE WERE SERVED THROUGH THESE EFFORTS. PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED... HOSPITAL EMPLOYEES ARE INVOLVED IN MANY LOCAL, COUNTY, STATE AND NATIONAL ORGANIZATIONS THAT PROMOTE HEALTH, PRIMARY PREVENTION, WORKFORCE DEVELOPMENT AND ADVOCACY EFFORTS RELATED TO THE HOSPITAL'S MISSION. RECOGNIZING THE NEED TO REFLECT THE DIVERSITY OF OUR PATIENT POPULATION AND THE COMMUNITIES WE SERVE, RECRUITMENT OF UNDERREPRESENTED MINORITIES IS A PRIORITY. WE PARTICIPATED IN THE NANN AND EMPLOYMENT DEVELOPMENT DEPARTMENT JOB FAIRS FOR WORKFORCE DEVELOPMENT AND HAVE A PARTNERSHIP WITH THE PACIFIC GATEWAY TO TRAIN UNEMPLOYED RESIDENTS THROUGH A UNIQUE SIX WEEK PROGRAM, WITH SKILLS IN HEALTH CARE. MILLER CHILDREN'S HOSPITAL LONG BEACH (MCHLB) PROVIDES SPECIALIZED PEDIATRIC CARE FOR CHILDREN AND YOUNG ADULTS, WITH CONDITIONS RANGING FROM COMMON TO COMPLEX-AS WELL AS MATERNITY CARE FOR EXPECTANT MOTHERS-ALL UNDER ONE ROOF. ONLY FIVE PERCENT OF ALL HOSPITALS ARE CHILDREN'S HOSPITALS, MAKING THEM UNIQUE NOT ONLY TO CHILDREN'S HEALTH CARE NEEDS IN THE COMMUNITY, BUT ACROSS THE REGION. MCHLB IS ONE OF ONLY EIGHT FREE-STANDING CHILDREN'S HOSPITALS IN CALIFORNIA. THE PEDIATRIC HOSPITAL OPENED IN 1970, WITH MANY INNOVATIVE PATIENT AND FAMILY CENTERED CARE FEATURES, SUCH AS PATIENT ROOMS TO ACCOMMODATE A PARENTS' OVERNIGHT STAY. MILLER CHILDREN'S OPENED WITH 65 ACTIVE PEDIATRIC PHYSICIANS AND SURGEONS ALONG WITH SERVICES SUCH AS AN EXPANDED NICU, CLEFT PALATE PROGRAM, ALLERGY, ENT, ENDOCRINE, UROLOGY AND GENERAL SURGERY. CURRENTLY THERE ARE 324 LICENSED PEDIATRIC AND WOMEN'S BEDS. MILLER CHILDREN'S HOSPITAL LONG BEACH (MCHLB) IS A NOT-FOR-PROFIT, PEDIATRIC TEACHING HOSPITAL THAT TREATS MORE THAN 8,000 CHILDREN EACH YEAR AND HAS BECOME A REGIONAL PEDIATRIC DESTINATION FOR MORE THAN 84,000 CHILDREN, WHO NEED SPECIALIZED CARE IN THE OUTPATIENT SPECIALTY AND SATELLITE CENTERS. THE MEMORIALCARE CENTER FOR WOMEN AT MILLER CHILDREN'S HOSPITAL LONG BEACH DELIVERS MORE THAN 6,000 BABIES EACH YEAR AND TRANSPORTS NEARLY 100 HIGH-RISK MOMS TO MCHLB EACH YEAR. MORE THAN 750 PEDIATRIC SPECIALISTS AND SUB-SPECIALISTS, AS WELL AS NEARLY 100 OB/GYNS, INCLUDING 10 HIGH-RISK PREGNANCY SPECIALISTS (MATERNAL FETAL SUB-SPECIALISTS), ENSURE THAT THE HIGHEST QUALITY, COMPASSIONATE CARE IS GIVEN TO EACH PATIENT AND THEIR FAMILY. MILLER CHILDREN'S FEATURES EIGHT CENTERS OF EXCELLENCE, INCLUDING SEVEN MAJOR INPATIENT CARE CENTERS WITHIN THE HOSPITAL AND COMPREHENSIVE OUTPATIENT SPECIALTY CENTERS THAT FEATURE MORE THAN 30 SUB-SPECIALTIES, AND INCLUDE 16 CALIFORNIA CHILDREN SERVICES (CCS) APPROVED SPECIAL CARE CENTERS. THESE CENTERS PROVIDE SPECIALIZED CARE FOR CHILDREN WITH CHRONIC CONDITIONS, SUCH AS PULMONARY, GASTROENTEROLOGY, ORTHOPEDICS, CARDIOLOGY, REHABILITATION, DIABETES, ASTHMA, AUTISM, AND HEMATOLOGY/ONCOLOGY (CANCER) CONDITIONS. MILLER CHILDREN'S PROVIDES COMMUNITY HEALTH IMPROVEMENT SERVICES THROUGH COMMUNITY LECTURES, PRESENTATIONS AND WORKSHOPS IN THE AREAS OF CHILDHOOD CANCER, MATERNAL HEALTH, SAFETY AND DISASTER PREPAREDNESS, HEALTH FAIRS, HEALTH SCREENINGS, RESPIRATORY CARE AND TOBACCO EDUCATION. COMMUNITY BASED CLINICAL SERVICES AND HEALTH CARE SUPPORT SERVICES WHICH INCLUDE PERINATAL DIABETES AND PREGNANCY PROGRAM, CHILD SAFETY EFFORTS AND ASTHMA OUTREACH AND EDUCATION FOR CHILDREN. MILLER CHILDREN'S ADMINISTERS THE REGIONAL PERINATAL PROGRAM AND THE CALIFORNIA DIABETES & PREGNANCY PROGRAM (SWEET SUCCESS). THESE PROGRAMS TRAIN CLINICAL STAFF AT AFFILIATED HOSPITALS REGARDING DIABETES AND PREGNANCY. OUR CHILD SAFETY EFFORTS INCLUDE: CARE SEAT, BIKE HELMET DISTRIBUTION AND PEDESTRIAN SAFETY. THE LONG BEACH ALLIANCE FOR CHILDREN WIIH ASTHMA PROVIDES COMMUNITY HEALTH WORKERS USING THE PROMOTORES MODEL; PROVIDE ASTHMA CONTROL EDUCATION TO PHYSICIANS, NURSES AND THE COMMUNITY. THE BICKERSTAFF PEDIATRIC/FAMILY HIV CENTER PROVIDES CARE TO HIV INFECTED/EXPOSED CHILDREN AND THEIR PARENTS. INFECTIOUS DISEASE SERVICES BOTH OUTPATIENT AND INPATIENT CONSULTATION SERVICES, EDUCATION TO MEDICAL STUDENTS AND RESIDENTS ARE PROVIDED. ON STAFF IS A PSYCHIATRIST TO ASSIST WITH PSYCHIATRIC NEEDS AT THE BICKERSTAFF PEDIATRIC FAMILY CENTER. THE BICKERSTAFF PEDIATRIC/FAMILY HIV CENTER'S MISSION IS TO PROVIDE SENSITIVE, CULTURALLY APPROPRIATE, COMPREHENSIVE FAMILY-CENTERED MEDICAL CARE AND CASE MANAGEMENT SERVICES TO CHILDREN AND THEIR FAMILIES INFECTED AND AFFECTED BY THE HIV VIRUS IN LONG BEACH AND SURROUNDING COMMUNITIES. MILLER CHILDREN'S HOSPITAL HOSTS A NUMBER OF OUTPATIENT CLINICS THAT ARE OFFERED TO CHILDREN AND YOUTH IN THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. AT THESE SPECIALTY CARE CLINICS, SPECIALLY DESIGNATED MULTIDISCIPLINARY TEAMS ARE RESPONSIBLE FOR ALL CARE COORDINATION AND CASE MANAGEMENT OF PATIENTS IN THESE PROGRAMS. COMMUNITY HOSPITAL LONG BEACH (CHLB) JOINED THE MEMORIALCARE HEALTH SYSTEM AND SPECIFICALLY THE LONG BEACH MEMORIAL AND MILLER CHILDREN'S HOSPITAL LONG BEACH CAMPUS ON APRIL 29, 2011. THESE THREE HOSPITALS ARE UNDER THE SAME TAX IDENTIFICATION NUMBER BUT ARE SEPARATELY LICENSED HOSPITALS. CHLB IS A 208-BED ACUTE-CARE HOSPITAL THAT HAS BEEN PROVIDING WARM AND PERSONALIZED TOP-QUALITY MEDICAL CARE THAT ITS PATIENTS HAVE COME TO TREASURE AND TRUST SINCE FIRST OPENING ITS DOORS IN 1924. COMMUNITY HOSPITAL LONG BEACH HAS MORE THAN 265 BOARD-CERTIFIED PHYSICIANS SERVICING THE GREATER LONG BEACH AREA, AND OFFERS INTENSIVE CARE, STATE-OF-THE-ART IMAGING, A COMPREHENSIVE CANCER CARE CENTER, CARDIOVASCULAR DIAGNOSTICS, BEHAVIORAL HEALTH, WOMEN'S HEART SCREENINGS, OCCUPATIONAL MEDICINE, WELLNESS AND DIABETES SERVICES AND MORE. ADDITIONALLY, COMMUNITY HOSPITAL HAS A 24-HOUR EMERGENCY DEPARTMENT OFFERING HIGH-TECH CARE AND MINIMAL WAIT TIMES. COMMUNITY HOSPITAL LONG BEACH PROVIDES COMMUNITY HEALTH IMPROVEMENT SERVICES THROUGH ITS DIABETES 101 AND WOMEN'S HEART HEALTH PROGRAM. THE PROGRAM OFFERS DIABETES EDUCATION CLASSES, SUPPORT GROUPS AND FREE HEALTH SCREENINGS. PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED... COMMUNITY HOSPITAL LONG BEACH HAS A NURSING EDUCATION PROGRAM PARTNERING WITH LONG BEACH CITY COLLEGE, LOS ANGELES HARBOR COLLEGE, CALIFORNIA STATE UNIVERSITY FULLERTON AND AMERICAN CAREER COLLEGE. COMMUNITY HOSPITAL LONG BEACH IS A COMMUNITY PARTNER IN PROVIDING DEDICATED SPACE FOR EXAMINATIONS OF VICTIMS OF SEXUAL ASSAULT. IN 1994, COMMUNITY HOSPITAL WAS SELECTED AS THE SITE FOR THE SEXUAL ASSAULT RESPONSE TEAM (SART) PROGRAM. SART IS A MULTIDISCIPLINARY TEAM APPROACH FOR THE CARE OF VICTIMS OF SEXUAL ASSAULT OF ALL AGES AND IS PROVIDED FOR THE CITY OF LONG BEACH AND SURROUNDING AREAS. MEMORIALCARE MEDICAL FOUNDATION MEMORIALCARE MEDICAL FOUNDATION (MMF) IS A NOT-FOR-PROFIT MULTI-SPECIALTY OUTPATIENT CLINIC THAT CONTRACTS EXCLUSIVELY WITH MEMORIALCARE MEDICAL GROUP (FORMERLY BRISTOL PARK MEDICAL GROUP) AND MEMORIAL PROMPT CARE AND FAMILY MEDICINE TO OFFER COMPREHENSIVE MEDICAL CARE TO PATIENTS. MMF OPERATES TWELVE LOCATIONS THROUGHOUT ORANGE COUNTY IN THE AREAS OF INTERNAL MEDICINE, FAMILY MEDICINE, PEDIATRICS, GERIATRICS MEDICINE, PULMONOLOGY, GASTROENTEROLOGY, NEUROLOGY, PHYSIATRY, SLEEP MEDICINE AND ACUPUNCTURE. IN ADDITION, MMF OFFERS TELEPHONE ADVICE NURSES, AS WELL AS LAB AND X-RAY SERVICES AT MOST LOCATIONS. ORANGE COAST MEMORIAL MEDICAL CENTER OCMMC BECAME A MEMBER OF THE NOT-FOR-PROFIT MEMORIALCARE MEDICAL CENTERS (PARENT COMPANY MEMORIALCARE HEALTH SYSTEM) IN JANUARY, 1996. IN MAY 1997, THE HOSPITAL WAS GRANTED NOT-FOR-PROFIT STATUS RETROACTIVE TO DECEMBER 26, 1995, THE DATE OF INCORPORATION. FORMERLY, OCMMC WAS KNOWN AS FHP HOSPITAL AND OPERATED AS A FOR-PROFIT FACILITY. SERVICES OCMMC, IN COOPERATION WITH 563 PHYSICIANS AND MORE THAN 1,200 EMPLOYEES, OFFERS A HIGH LEVEL OF PROFESSIONAL CARE IN NEARLY EVERY MEDICAL SPECIALTY. THE HOSPITAL ACCEPTS MOST HEALTH INSURANCE PLANS AND IS AFFILIATED WITH WELL-KNOWN MEDICAL GROUPS INCLUDING AFFILIATED DOCTORS OF ORANGE COUNTY, ALAMITOS IPA, BRISTOL PARK MEDICAL GROUP, EDINGER MEDICAL GROUP, MEMORIAL PROMPT CARE & FAMILY MEDICINE, MONARCH HEALTHCARE, MEMORIAL HEALTHCARE IPA AND TALBERT MEDICAL GROUP. MISSION AND VISION THE MISSION AND VISION STATEMENTS OF OCMMC REFLECT A COMMITMENT TO UPHOLDING THE HIGHEST STANDARDS OF CARE AND MEETING THE NEEDS OF THE COMMUNITY. THE SENIOR ADMINISTRATIVE TEAM AND MEDICAL EXECUTIVE COMMITTEE AS WELL AS THE OCMMC BOARD OF DIRECTORS ACTIVELY PARTICIPATED IN THE DEVELOPMENT AND APPROVAL OF THE STATEMENTS. THEY READ AS FOLLOWS: MISSION TO IMPROVE THE HEALTH AND WELL BEING OF INDIVIDUALS, FAMILIES AND OUR COMMUNITIES THROUGH INNOVATION AND THE PURSUIT OF EXCELLENCE. VISION TO BE THE PREFERRED, OPERATIONALLY EXCELLENT, FISCALLY SOUND PROVIDER OF COMPREHENSIVE, HIGH- QUALITY HEALTH CARE SERVICES. THE MISSION AND VISION STATEMENTS ARE AN INTEGRAL PART OF THE EMPLOYEE ORIENTATION PROCESS AND ARE REVIEWED BY EACH EMPLOYEE DURING THEIR ANNUAL UPDATE. IN ADDITION, THE STATEMENTS WERE INTRODUCED AT THE MEDICAL EXECUTIVE COMMITTEE AND INCORPORATED INTO THE HOSPITAL BYLAWS. THE BOARD OF DIRECTORS ALSO REVIEWED AND APPROVED THE MISSION AND VISION STATEMENTS. ORGANIZATIONAL COMMITMENT ORANGE COAST MEMORIAL MEDICAL CENTER HAS CREATED AN ENVIRONMENT WHICH FOSTERS COMMUNITY OUTREACH. DEPARTMENT DIRECTORS, EMPLOYEES, PHYSICIANS, SENIOR MANAGEMENT AND THE BOARD OF DIRECTORS ALL PARTICIPATE IN DEVELOPING AND IMPLEMENTING OUTREACH ACTIVITIES AND NEW PROGRAMS. AS OUTLINED IN THE MISSION AND VISION STATEMENTS, OCMMC IS COMMITTED TO ENSURING PROGRAMS AND SERVICES ARE MEETING THE NEEDS OF THE COMMUNITY. COMMUNITY NEED IS A MAJOR CONSIDERATION WHEN THE HOSPITAL EVALUATES A NEW SERVICE OR A COMMUNITY HEALTH EVENT. DEPARTMENT DIRECTORS, EMPLOYEES AND PHYSICIANS ARE DIRECTLY INVOLVED IN THE PLANNING AND IMPLEMENTATION OF PROGRAMS TO BENEFIT THE COMMUNITY, EITHER INDIVIDUALLY OR THROUGH THEIR ROLES ON VARIOUS COMMITTEES WHICH REVIEW AND RECOMMEND OUTREACH PROGRAMS AND NEW SERVICES. THEY ALSO WORK WITH LOCAL SCHOOL DISTRICTS, COMMUNITY ORGANIZATIONS AND HEALTH PLANS TO DEVELOP SERVICES, HEALTH FAIRS, EDUCATIONAL SEMINARS, MEDIA ARTICLES AND OTHER PROGRAMS THAT BENEFIT THE OVERALL HEALTH OF PEOPLE SERVED BY OCMMC. IN ADDITION, MANY OF THE ACTIVITIES ARE STAFFED VOLUNTARILY BY PHYSICIANS AND EMPLOYEES. SENIOR MANAGEMENT AND THE BOARD OF DIRECTORS PROVIDE RECOMMENDATIONS, ENDORSEMENTS AND ALLOCATION OF FUNDS TO ENSURE THE HOSPITAL FULFILLS ITS COMMITMENT TO MEETING THE HEALTH CARE NEEDS OF ITS COMMUNITY. THE BOARD IS COMPRISED OF TEN COMMUNITY MEMBERS ALONG WITH PHYSICIANS, REPRESENTATIVES OF THE HOSPITAL, AND REPRESENTATIVES FROM MEMORIALCARE. COMMUNITY MEMBERS SERVING ON THE BOARD HELP THE HOSPITAL GAUGE THE NEEDS OF THE COMMUNITY AND DETERMINE WHETHER OCMMC'S PROGRAMS ARE ADDRESSING THEM EFFECTIVELY. COMMUNITY STAKEHOLDERS ARE AN IMPORTANT PART OF OCMMC'S COMMITMENT TO DELIVERING QUALITY COMMUNITY BENEFIT PROGRAMS TO THE LOCAL COMMUNITY. A COMMITTEE MADE UP OF LOCAL PHYSICIANS, COMMUNITY VOLUNTEERS, SCHOOL DISTRICT AND NON-PROFIT ORGANIZATION LEADERS HELP ENSURE THAT COMMUNITY BENEFIT PROGRAMMING AT OCMMC IS DIRECTED TOWARDS THE NEEDS OF THE VULNERABLE, ARE PLANNED IN SUCH A WAY TO ENSURE SUSTAINABILITY, AND EVALUATED TO DETERMINE OUTCOME MEASURES. THE PUBLIC RELATIONS DEPARTMENT IS CHARGED WITH INFORMING EMPLOYEES, PHYSICIANS AND THE COMMUNITY ABOUT NEW PROGRAMS AND OUTREACH ACTIVITIES. NEWSLETTERS, EMPLOYEE FORUMS, MEETINGS, RADIO PROGRAMS AND PRESS RELEASES ARE SOME OF THE AVENUES USED TO DISSEMINATE INFORMATION AND SECURE INVOLVEMENT. AT SIGNIFICANT EXPENSE AND EFFORT, THE HOSPITAL ALSO PROMOTES ITS ACTIVITIES TO THE COMMUNITY-AT-LARGE THROUGH PAID ADVERTISEMENTS, DIRECT MAIL LITERATURE, FLYERS AND VIA THE HOSPITAL'S WEBSITE. THE FOREMOST TOOL FOR PROMOTING COMMUNITY OUTREACH PROGRAMS IS A COMMUNITY NEWSLETTER, WHICH IS DISTRIBUTED QUARTERLY AND SENT TO NEARLY 100,000 HOUSEHOLDS IN THE PRIMARY AND SECONDARY MARKET AREAS. WE RECOGNIZE THE PRESENCE OF SEVERAL VULNERABLE POPULATIONS WITHIN THE OCMMC SERVICE AREA. THE HOSPITAL STRIVES TO PROVIDE COMMUNITY BENEFIT ACTIVITIES TO THE LOCAL VULNERABLE THAT HELP TO BRIDGE THE GAPS THEY MAY HAVE IN REACHING HEALTH CARE SERVICES. ONE PARTICULAR EXAMPLE IS THE VIETNAMESE OUTREACH PROGRAM. BICULTURAL AND BILINGUAL VIETNAMESE STAFF CONDUCT COMMUNITY-BASED MONTHLY SCREENINGS AND EDUCATIONAL EVENTS. COMMUNITY AWARENESS OF THESE EVENTS IS SECURED THROUGH REGULAR VIETNAMESE RADIO AND TV PROGRAMS. SADDLEBACK MEMORIAL MEDICAL CENTER A 325 BED ACUTE CARE, NOT-FOR-PROFIT HOSPITAL WITH TWO LOCATIONS, LAGUNA HILLS AND SAN CLEMENTE, SADDLEBACK MEMORIAL MEDICAL CENTER HAS BEEN MEETING THE HEALTHCARE NEEDS OF SOUTH ORANGE COUNTY RESIDENTS SINCE 1974. SADDLEBACK MEMORIAL TREATS MORE THAN HALF A MILLION PEOPLE EACH YEAR, INCLUDING INPATIENTS, OUTPATIENTS, NEW BABIES AND PATIENTS IN THE EMERGENCY DEPARTMENT. IN ADDITION TO 24-HOUR EMERGENCY CARE, SADDLEBACK MEMORIAL OFFERS COMPLETE CRITICAL, SURGICAL AND OBSTETRICAL SERVICES, AS WELL AS A VARIETY OF EDUCATIONAL CLASSES AND PROGRAMS IN KEEPING WITH ITS MISSION OF ENHANCING THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES AND THE COMMUNITY. ITS CENTERS OF EXCELLENCE INCLUDE: -SADDLEBACK WOMEN'S HOSPITAL, WITH LDRP SUITES, A FETAL DIAGNOSTICS CENTER FOR HIGH-RISK PREGNANCIES, A NEONATAL INTENSIVE CARE UNIT AND MEMORIALCARE BREAST CENTER; - SADDLEBACK HEART INSTITUTE AND WELLNESS CENTER, INCLUDING TWO CARDIAC CATHETERIZATION LABORATORIES, AN OPEN-HEART SURGERY PROGRAM, A CARDIAC REHABILITATION PROGRAM, EDUCATIONAL CLASSES, SCREENINGS AND SUPPORT GROUPS; -SADDLEBACK REHABILITATION AND ORTHOPEDIC SERVICES AND TALEGA OUTPATIENT REHABILITATION CENTER, OFFERING INPATIENT AND OUTPATIENT REHABILITATION PROGRAMS AND COMPREHENSIVE ORTHOPEDIC SERVICES, INCLUDING HIP AND KNEE REPLACEMENTS; -SADDLEBACK CANCER SERVICES, WITH A FULL LINE ON ONCOLOGY TREATMENTS AND STATE-OF THE-ART RADIOLOGY SERVICES; -SADDLEBACK HOME CARE SERVICES, PROVIDING A SKILLED HOME CARE AND HOSPICE SERVICES. SUPPLEMENTAL INFORMATION FORM 990, PART IV, LINE 2 THE FOLLOWING ORGANIZATIONS WERE REQUIRED TO FILE A SCHEDULE B: LONG BEACH MEMORIAL MEDICAL CENTER (LBMMC), ORANGE COAST MEMORIAL MEDICAL CENTER (OCMMC), AND SADDLEBACK MEMORIAL MEDICAL CENTER (SMMC). FORM 990, PART IV, LINE 4 THE FOLLOWING ORGANIZATIONS ENGAGED IN LOBBYING ACTIVITIES: LBMMC, OCMMC, AND SMMC. FORM 990, PART IV, LINE 11D THE FOLLOWING ORGANIZATIONS REPORTED AN AMOUNT FOR OTHER ASSETS ON PART X, LINE 15 THAT WAS ABOVE 5% OF TOTAL ASSETS: LBMMC AND SMMC. FORM 990, PART IV, LINE 11E THE FOLLOWING ORGANIZATIONS REPORTED AN AMOUNT FOR OTHER LIABILITIES ON PART X, LINE 25: LBMMC, OCMCC AND SMMC. FORM 990, PART IV, LINE 18 THE FOLLOWING ORGANIZATION HAD MORE THAN $15,000 OF GROSS RECEIPTS FROM FUNDRAISING EVENTS: OCMMC. FORM 990, PART IV, LINE 21 THE FOLLOWING ORGANIZATIONS PAID MORE THAN $5,000 IN EXPENSES FOR GRANTS OR ASSISTANCE TO GOVERNMENTS OR ORGANIZATIONS IN THE U.S.: LBMMC, OCMMC, AND SMMC. FORM 990, PART IV, LINE 28C THE FOLLOWING ORGANIZATION HAD BUSINESS TRANSACTIONS WITH INTERESTED PERSONS: OCMMC. FORM 990, PART IV, LINE 33 THE FOLLOWING ORGANIZATION OWNED 100% OF A DISREGARDED ENTITY: SMMC. FORM 990, PART V, LINE 3A THE FOLLOWING ORGANIZATIONS HAD UNRELATED BUSINESS GROSS INCOME OF $1,000 OR MORE DURING THE YEAR COVERED BY THIS RETURN: LBMMC, OCMMC, AND SMMC. FORM 990, PART V, LINE 7A/B THE FOLLOWING ORGANIZATION PROVIDED GOODS AND SERVICES TO A DONOR IN EXCHANGE FOR A CONTRIBUTION OF $75 OR MORE AND NOTIFIED THE DONOR: OCMMC. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 MEMORIAL HEALTH SERVICES IS THE SOLE CORPORATE MEMBER OF ORANGE COAST MEMORIAL MEDICAL CENTER (OCMMC), LONG BEACH MEMORIAL MEDICAL CENTER (LBMMC), SADDLEBACK MEMORIAL MEDICAL CENTER (SMMC) AND MEMORIALCARE MEDICAL FOUNDATION (MMF). DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A THE MHS BOARD, AS THE TAX-EXEMPT PARENT AND CORPORATE MEMBER, HAS THE RIGHT TO ELECT AND REMOVE THE MEMBERS OF THE GOVERNING BODIES OF LBMMC, OCMMC, SMMC AND MMF. DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, LINE 7B THE EXERCISE OF THE FOLLOWING POWERS IS RESERVED TO THE CORPORATION'S MEMBER, MEMORIAL HEALTH SERVICES: A. ADOPT MISSION, PHILOSOPHY AND VALUES STATEMENTS OF THE CORPORATION AND ANY AMENDMENTS OR SUPPLEMENTS TO SUCH STATEMENTS. B. AMEND ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION. C. ELECT AND REMOVE DIRECTORS OF THE CORPORATION. D. SELL, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE CORPORATION. E. MERGE, CONSOLIDATE OR VOLUNTARILY DISSOLVE THE CORPORATION. F. FORM A SUBSIDIARY OR ENTER INTO AN AGREEMENT TO ACT AS A GENERAL PARTNER. G. RETAIN AN ATTORNEY OR FIRM OF ATTORNEYS TO PROVIDE LEGAL SERVICES FOR THE CORPORATION. H. AUTHORIZE THE PURCHASE OF INSURANCE PROVIDING COVERAGE FOR THE CORPORATION AND ITS PROPERTIES AS WELL AS THE ESTABLISHMENT AND OPERATION OF A PROGRAM OF RISK MANAGEMENT. I. RETAIN AN ACCOUNTANT OR FIRM OF ACCOUNTANTS TO PROVIDE ACCOUNTING AND AUDITING SERVICES FOR THE CORPORATION. J. ADOPT ANNUAL OPERATING AND CAPITAL BUDGETS FOR THE CORPORATION. K. INCUR INDEBTEDNESS, AS SO DEFINED, IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. L. AUTHORIZE ANY UNBUDGETED EXPENDITURE IN EXCESS OF $250,000 FOR CAPITAL IMPROVEMENTS TO THE PROPERTIES OWNED BY THE CORPORATION AND NOT APPROVED BY THE BUDGET PROCEDURE. M. ADOPT A STRATEGIC LONG-RANGE OR MASTER PLAN FOR THE CORPORATION AND TO RETAIN ANY CONSULTANTS WITH RESPECT THERETO. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11B THE 990 WAS PREPARED BY THE ACCOUNTING DEPARTMENT WITH INFORMATION GATHERED FROM LEGAL AND UPPER MANAGEMENT. THE FORM 990 WAS REVIEWED BY THE CONTROLLER OF EACH FACILITY AND THE CFO'S. THE MHS CFO REVIEWS THE GROUP RETURN FORM 990 WITH THE BOARD OF THE CENTRAL ORGANIZATIONS OF THE GROUP, MHS, PRIOR TO BEING FILED WITH THE IRS. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C THE GENERAL COUNSEL'S OFFICE ANNUALLY SURVEYS EACH DIRECTOR AND OFFICER AND REQUIRES AFFIRMATION THAT THE CONFLICT OF INTEREST POLICY HAS BEEN READ AND UNDERSTOOD. THE RESULTS OF THE SURVEY ARE REPORTED TO THE GOVERNANCE COMMITTEE OF THE PARENT WHICH COMMITTEE IS RESPONSIBLE FOR GOVERNANCE OVERSIGHT AND NOMINATIONS. CONFLICTS ARE EVALUATED FOR BEING OCCASIONAL OR DISABLING IN NATURE. THE GENERAL COUNSEL MAKES THE INITIAL EVALUATION AND ADVISES THE GOVERNANCE COMMITTEE IN ITS DELIBERATIONS. IF AND AS AN OCCASIONAL CONFLICT IS IDENTIFIED, THE GENERAL COUNSEL ADVISES THE SUBJECT DIRECTOR AND GOVERNANCE IN A "REBUTTABLE PRESUMPTION" TYPE PROCESS. SHOULD A DISABLING CONFLICT BE IDENTIFIED, THE DIRECTOR RESIGNS OR IS REMOVED UPON THE RECOMMENDATION OF THE GENERAL COUNSEL, GOVERNANCE COMMITTEE AND BOARD. IN ADDITION, AN ANNUAL NOTICE IS SENT BY EMAIL TO EACH EMPLOYEE HAVING EMAIL REGARDING THE ACCEPTANCE OF GIFTS. ADOPTION OF WHISTLEBLOWER POLICY FORM 990, PART VI, LINE 13 WHILE ALL ENTITIES HAVE WHISTLEBLOWER POLICIES IN PLACE, THE POLICIES HAD NOT BEEN FORMALLY APPROVED BY THE BOARD, OR A COMMITTEE OF THE BOARD, BY JUNE 30, 2011. THE POLICIES WILL BE ADOPTED BY THE BOARD BEFORE JUNE 30, 2012. ADOPTION OF DOCUMENT DESTRUCTION AND RETENTION POLICY FORM 990, PART VI, LINE 14 WHILE ALL ENTITIES HAVE DOCUMENT DESTRUCTION AND RETENTION POLICIES IN PLACE, THE POLICIES HAD NOT BEEN FORMALLY APPROVED BY THE BOARD, OR A COMMITTEE OF THE BOARD, BY JUNE 30, 2011. THE POLICIES WILL BE ADOPTED BY THE BOARD BEFORE JUNE 30, 2012. PROCESS USED TO DETERMINE COMPENSATION FORM 990, PART VI, LINES 15A & 15B VP'S AND ABOVE (INCLUSIVE OF CEO'S) COMPENSATION IS REVIEWED BY AN EXTERNAL CONSULTANT WITH FINAL REVIEW AND APPROVAL BY THE MHS BOARD OF DIRECTORS AND THEIR OUTSIDE COUNSEL. ALL MARKET DATA IS OBTAINED FROM THIRD PARTY SURVEY SOURCES. MARKET DATA REVIEWS ARE COMPLETED CONSISTENTLY ON ANNUAL BASIS. REVIEW OF MANAGER, PROGRAM DIRECTOR, DIRECTOR AND EXECUTIVE DIRECTOR COMPENSATION IS CONDUCTED BY MHS COMPENSATION MANAGER IN CONJUNCTION WITH THE COMPENSATION VALUE ADDED TEAM. FINAL APPROVAL IS OBTAINED FROM THE MHS COO AND MHS SVP PEOPLE & CULTURE/LEGAL. MANAGEMENT WAS REVIEWED ON FEBRUARY 26, 2010 AND EXECUTIVES WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE IN OCTOBER OF 2009. THIS PROCESS IS DOCUMENTED IN THE COMPENSATION COMMITTEE MINUTES AND APPROVED IN MEMORIAL HEALTH SERVICE MINUTES. FORM 990, PART VI, LINE 16A THE FOLLOWING ORGANIZATIONS INVESTED IN, CONTRIBUTED ASSETS TO, OR PARTICIPATED IN A JOINT VENTURE OR SIMILAR ARRANGEMENT WITH A TAXABLE ENTITY DURING THE YEAR: OCMMC AND SMMC. WRITTEN POLICY AND PROCEDURES FOR JOINT VENTURES FORM 990, PART VI, LINE 16B OCMMC AND SMMC'S BOARD, OR COMMITTE DELEGATED WITH AUTHORITY, WILL ADOPT WRITTEN POLICIES AND PROCEDURES REQUIRING THE ORGANIZATION TO EVALUATE ITS PARTICIPATION IN JOINT VENTURE ARRANGEMENTS UNDER APPLICABLE FEDERAL TAX LAW AND TAKE STEPS TO SAFEGUARD THE ORGANIZATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENT BY JUNE 30, 2012. HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII BARRY ARBUCKLE IS THE PRESIDENT/CEO OF THE RELATED ORGANIZATION, ANAHEIM MEMORIAL MEDICAL CENTER (AMMC) AND THE TAX-EXEMPT PARENT, MEMORIAL HEALTH SERVICES (MHS). HE SERVES ON THE BOARD OF LONG BEACH MEMORIAL MEDICAL CENTER (LBMMC), MEMORIALCARE MEDICAL FOUNDATION (MMF), ORANGE COAST MEMORIAL MEDICAL CENTER (OCMMC), AND SADDLEBACK MEMORIAL MEDICAL CENTER (SMMC). HE IS ALSO THE CHAIRMAN OF THE BOARD OF DIRECTORS OF NATIONAL HEALTHCARE SERVICES (NHS), A RELATED FOR-PROFIT ENTITY. HE DEVOTES 50 HOURS PER WEEK TO MHS, 2 HOURS PER WEEK TO LBMMC, NHS, OCMMC, AND SMMC AND 1 HOUR PER WEEK TO AMMC AND MMF. THE COMPENSATION REPORTED ON PART VII AND SCHEDULE J FOR BARRY ARBUCKLE REPRESENTS HIS ENTIRE COMPENSATION, WHICH WAS PAID BY MHS. BRUCE CHANNING SERVES ON THE BOARD OF DIRECTORS OF SMMC, AS WELL AS THE BOARD OF DIRECTORS OF THE SADDLEBACK MEMORIAL FOUNDATION (SMF) AND MEMORIAL HEALTH SERVICES (MHS). HE DEVOTES 2 HOURS PER WEEK TO SMMC AND MHS AND 1 HOUR PER WEEK TO SMF. LARRY JACKSON, CHAIRMAN OF THE BOARD OF DIRECTORS AT LBMMC, ALSO SERVES ON THE BOARD OF DIRECTORS OF MEMORIAL HEALTH SYSTEMS (MHS), A RELATED TAX EXEMPT ORGANIZATION. HE DEVOTES 2 HOURS PER WEEK TO LBMMC AND 2 HOURS PER WEEK TO MHS. ROBERT SCHACK, CHAIRMAN OF THE BOARD OF DIRECTORS AT OCMMC, ALSO SERVES ON THE BOARD OF DIRECTORS OF MHS. HE DEVOTES 2 HOURS PER WEEK TO EACH. LARRY LAMBERT, BOARD MEMBER AND VICE-CHAIRMAN OF MMF AND MHS ALSO SERVES ON THE BOARD OF DIRECTORS OF OCMMC. HE DEVOTES 2 HOURS TO EACH. THOMAS COLLINS, CHAIRMAN OF THE BOARD AT MMF, IS ALSO THE SECRETARY OF THE BOARD OF DIRECTORS AT MHS. HE DEVOTES 2 HOURS PER WEEK TO EACH. THOMAS ROGERS, BOARD MEMBER AT SMMC, ALSO SERVES ON THE BOARD OF DIRECTORS OF MHS. HE DEVOTES 2 HOURS TO EACH. DIANA HENDEL, CEO AND EVP OF LBMMC, ALSO SERVES ON THE BOARD OF DIRECTORS OF MEMORIAL MEDICAL CENTER FOUNDATION. SHE DEVOTES 60 HOURS PER WEEK TO MHS AND 1 HOUR PER WEEK TO MMCF. OTHER CHANGES IN NET ASSETS OR FUND BALANCE FORM 990, PART XI, LINE 5 PRIOD PERIOD ADJUSTMET - ($ 147,804) UNREALIZED ASC LOSS (OCMMC) - ($ 608,225) CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS (OCMMC) - ($ 63,801) FUND BALANCE ASC (SMMC) - ($ 45) ELIMINATATION OF ASC EQUITY (SMMC) - ($ 437,459) OTHER CHANGE IN GIFT SHOP/THRIFT SHOP (SMMC) - ($ 6,814) BRISTOL PARK & MEMORIALCARE PROMPT CARE AQC (OCMMC) - $83,597,642 ROUNDING - $ 5 ------------- TOTAL $82,333,499 CONSOLIDATED AUDITED FINANCIALS AND INDEPENDENT AUDITOR FORM 990, PART XII, LINE 2B THE MEMBERS OF THE GROUP ARE INCLUDED IN CONSOLIDATED AUDITED FINANCIALS AND MHS' AUDIT COMMITTEE SELECTS AN INDEPENDENT AUDITOR ON BEHALF OF THE CONSOLIDATED GROUP. A-133 AUDIT FORM 990, PART XII, LINES 3A AND 3B THE FOLLOWING ORGANIZATION WAS REQUIRED TO UNDERGO AN AUDIT OR AUDITS, AND COMPLETED THE AUDIT, AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 AS A RESULT OF A FEDERAL AWARD: LBMMC. MEMORIALCARE SURGICAL CNTR AT SADDLEBACK 24411 HEALTH CENTER DRIVE104 LAGUNA HILLS CA 92653 203678259 HEALTHCARE CA 8069132 5550352 NA MEMORIALCARE IMAGING CNTR - SAN CLEMENTE 675 CAMINO DE LOS MARES 101 SAN CLEMENTE CA 92673 270713649 IMAGING CNTR CA 2979971 3196743 NA ANAHEIM MEMORIAL MEDICAL CENTER 1111 WEST LA PALMA AVENUE ANAHEIM CA 92801 951966746 HEALTHCARE CA 501(C)(3) 9 MHS AMERICAN INST FOR PHILANTHROPIC STUDIES 2801 ATLANTIC AVENUE LONG BEACH CA 90801 953756364 PHILAN. EDU. CA 501(C)(3) 11, II MMCF MEMORIALCARE SURGICAL CENTER AT OC 9920 TALBERT AVENUE FOUNTAIN VALLEY CA 92708 261394069 HEALTHCARE SVCS CA NA RELATED -1186939 4282668 false 0 false 0.62000 MEMORIALCARE SURG CTR SADDLEBACK LLC 24411 HEALTH CENTER DRIVE SUITE 10 LAGUNA HILLS CA 92653 203678259 HEALTHCARE SV CA NA RELATED -1062024 0 false 0 false 0.00000 NATIONAL HEALTHCARE SERVICES 330 GOLDEN SHORE AVENUE LONG BEACH CA 92802 953496341 MEDICAL SERVICES CA NA C-CORP ANAHEIM HEALTH FACILITIES SERVICE CORP 1111 WEST LA PALMA AVENUE ANAHEIM CA 928012881 300026906 MEDICAL CLINIC CA NA C-CORP SADDLEBACK MEDICAL VENTURES 330 GOLDEN SHORE AVENUE 120 LONG BEACH CA 90802 330308236 MEDICAL SERVICES CA NA C-CORP MEMORIAL CONTINUING CARE 330 GOLDEN SHORE AVENUE LONG BEACH CA 92802 330043615 MEDICAL SERVICES CA NA C-CORP true true true false false false false false true true false false false true true true true true LONG BEACH MEMORIAL MEDICAL CENTER (SMMC) O 51757 SADDLEBACK MEMORIAL MEDICAL CENTER (LBMMC) P 51757 LONG BEACH MEMORIAL MEDICAL CENTER (SMMC) P 672526 SADDLEBACK MEMORIAL MEDICAL CENTER (LBMMC) O 672526 ORANGE COAST MEMORIAL MEDICAL CENTER (SMMC) O 124773 SADDLEBACK MEMORIAL MEDICAL CENTER (OCMMC) P 124773 ORANGE COAST MEMORIAL MEDICAL CENTER (SMMC) P 1741806 SADDLEBACK MEMORIAL MEDICAL CENTER (OCMMC) O 1741806 ORANGE COAST MEMORIAL MEDICAL CENTER (SMMC) N 229789 SADDLEBACK MEMORIAL MEDICAL CENTER (OCCMC) N 229789 MEMORIALCARE MEDICAL FOUNDATION (SMMC) N 1159684 SADDLEBACK MEMORIAL MEDICAL CENTER (MMF) N 1159684 SADDLEBACK MEMORIAL FOUNDATION (SMMC) B 200000 SADDLEBACK MEMORIAL FOUNDATION (SMMC) C 3957020 MEMORIALCARE SURG CNTR- ORANGE COAST (OCMMC) A(IV) 778859 LONG BEACH MEMORIAL MEDICAL CENTER (OCMMC) P 3535180 ORANGE COAST MEMORIAL MEDICAL CENTER (LBMMC) O 3535180 LONG BEACH MEMORIAL MEDICAL CENTER (OCMMC) O 1010379 ORANGE COAST MEMORIAL MEDICAL CENTER (LBMMC) P 1010379 ORANGE COAST MEMORIAL MEDICAL CENTER (LBMMC) J 116870 LONG BEACH MEMORIAL MEDICAL CENTER (OCMMC) I 116870 MEMORIAL MEDICAL CENTER FOUNDATION (LBMMC) C 4407813 MEMORIAL MEDICAL CENTER FOUNDATION (LBMMC) O 2571507 MEMORIAL MEDICAL CENTER FOUNDATION (LBMMC) R 6687731 MEMORIALCARE MEDICAL FOUNDATION (OCMMC) O 254895 ORANGE COAST MEMORIAL MEDICAL CENTER (MMF) P 254895 NATIONAL HEALTHCARE SERVICES 0 ANAHEIM HEALTH FACILITIES SERVICE CORPORATION 0 SADDLEBACK MEDICAL VENTURES 0 MEMORIAL CONTINUING CARE 0 AMERICAN INSTITUTE FOR PHILANTHROPIC STUDIES 0 IDENTIFICATION OF RELATED ORAGANIZATIONS TAXABLE AS A PARTNERSHIP SCHEDULE R, PART III 1. MEMORIALCARE SURGICAL CENTER AT ORANGE COAST, LLC EIN: 26-1394069 ADDRESS: 9920 TALBERT AVENUE, FOUNTAIN VALLEY, CA 92708 2. MEMORIALCARE SURGICAL CENTER AT SADDLEBACK, LLC EIN: 20-3678259 ADDRESS: 24411 HEALTH CENTER DRIVE, #104, LAGUNA HILLS, CA 92653 THIS PARTNERSHIP HAD A TECHNICAL TERMINATION ON 9/30/2010 AND IS NOW A SINGLE MEMBER LLC. TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V, LINE 2 THE NAME IN PARENTHESES IS THE NAME OF THE FILING ORGANIZATION WITH WHOM THE TRANSACTION WAS ENTERED INTO. LONG BEACH MEMORIAL MEDICAL CENTER 2801 ATLANTIC AVE LONG BEACH CA 90806 953527031 LONG MEMORIALCARE MEDICAL FOUNDATION 2742 DOW AVE TUSTIN CA 92780 271504911 MEMO ORANGE COAST MEMORIAL MEDICAL 9920 TALBERT AVE FOUNTAIN VLY CA 92708 330687414 ORAN SADDLEBACK MEMORIAL MEDICAL CENTER 24451 HEALTH CENTER DR LAGUNA HILLS CA 92653 952585792 SADD