JOHN MUIR BEHAVIORAL HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MUIR BEHAVIORAL HEALTH (EIN 68-0249685)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349305788
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T15:48:12-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET SUITE 1400 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680249685 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR BEHAVIORAL HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 9259393000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD NO 300 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94597 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL MOODY | Name |
| Title | CFO | Title |
| Phone | 9259393000 | Phone |
| Date Signed | 2012-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL P WALTON | Name |
| PTIN | P00017550 | PTIN |
| Phone | 4157834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL MOODY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD NO 300 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29981166 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JOHNMUIRHEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 73 BED ACUTE PSYCHIATRIC HOSPITAL PROVIDING CARE TO CHILDREN, ADOLESCENTS AND ADULTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 273 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27899005 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29589345 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4449 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3307 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 339659 | OtherRevenuePriorYear |
| Other Revenue Current Year | 388514 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28243113 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29981166 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19002797 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20589481 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11149587 | OtherExpensePriorYear |
| Other Expenses Current Year | 12494874 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30152384 | TotalExpensesPriorYear |
| Total Expenses Current Year | 33084355 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1909271 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3103189 | RevenuesLessExpensesCY |
| Total Assets BOY | 6883723 | TotalAssetsBOY |
| Total Assets EOY | 7625433 | TotalAssetsEOY |
| Total Liabilities BOY | 11293561 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15138460 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -4409838 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7513027 | NetAssetsOrFundBalancesEOY |
| Mission Description | JOHN MUIR BEHAVIORAL HEALTH PROVIDES PSYCHIATRIC AND SUBSTANCE ABUSE TREATMENT TO CHILDREN, ADOLESCENTS AND ADULTS IN THREE DISTINCT UNITS: CHEMICAL DEPENDENCY, DETOX, AND OUTPATIENT SERVICES INCLUDING RESIDENTIAL TREATMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 28480600 | Expense |
| Revenue | 29977859 | Revenue |
| Description | PATIENT CARE ACTIVITIES SUPPORT THE HEALTHCARE MISSION OF THE ORGANIZATION TO PROVIDE HIGH QUALITY, COST-EFFECTIVE PSYCHIATRIC ACUTE CARE TO THE COMMUNITY. JOHN MUIR BEHAVIORAL HEALTH OWNS AND OPERATES A FREESTANDING ACUTE PSYCHIATRIC FACILITY WITH A TOTAL OF 73 LICENSED BEDS.PROGRAM SERVICES PROVIDED INCLUDE INPATIENT PSYCHIATRIC HOSPITALIZATION - ADULT, ADOLESCENT AND CHILD SERVICES, ADULT CHEMICAL DEPENDENCY SERVICES AND OUTPATIENT PSYCHIATRIC SERVICES - PSYCHIATRIC PARTIAL HOSPITALIZATION, CHEMICAL DEPENDENCY PARTIAL HOSPITALIZATION, CHEMICAL DEPENDENCY OUTPATIENT, YOUTH INTENSIVE OUTPATIENT. | Description |
| Total Program Service Expense | 28480600 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 273 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL MOODY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9259393000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD STE 300 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94597 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| CATHERINE O KUTSURIS | |||||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 | |||
| DAVID L GOLDSMITH | |||||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | |||
| MALCOLM MCAULEY | |||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |||
| DEBORAH L KERLIN MD | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| PHILIP J BATCHELOR | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| STEPHEN L DAVENPORT | |||||||||
| ASSISTANT SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |||
| MARILYN M GARDNER | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| WILLIAM F CRONK | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| THOMAS RUNDALL PHD | |||||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |||
| RONALD K MULLIN | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| STUART B SHIKORA MD | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| F RYAN ANDERSON MD | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| SAN S YUAN MD | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| ROBERT E EDMONDSON | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| CALVIN KNIGHT | |||||||||
| DIRECTOR | 5.00 | X | 668438 | 0 | 385552 | ||||
| MICHAEL MOODY | |||||||||
| CFO | 60.00 | X | 553913 | 0 | 252661 | ||||
| ELIZABETH STALLINGS | |||||||||
| COO | 60.00 | 311170 | 0 | 146199 | X | ||||
| RANDI HACKBARTH | |||||||||
| DIRECTOR, NURSING/PATIENT | 40.00 | 190782 | 0 | 28068 | X | ||||
| EUGENIA EKEH | |||||||||
| RN | 40.00 | 161634 | 0 | 35026 | X | ||||
| SHEILA SASSER | |||||||||
| TEAM LEASER, ADOLESCENT SERVICES | 40.00 | 159802 | 0 | 7282 | X | ||||
| ETHEL M ROEHL | |||||||||
| RN | 40.00 | 165500 | 0 | 23175 | X | ||||
| MELITA DEUZ | |||||||||
| SUPERVISOR, NURSING | 40.00 | 161059 | 0 | 33464 | X | ||||
| J KENDALL ANDERSON | |||||||||
| FORMER PRESIDENT/CEO/DIRECTOR | 0.00 | 2479250 | 0 | 10480 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4851548 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 921907 | TotalOtherCompensation |
| Number Individuals GT100 K | 52 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MUIRLAB | |||||
| 5003 COMMERCIAL CIRCLE | CONCORD | CA | 94520 | MEDICAL SERVICES | 613873 |
| NAGUI ACHAMALLAH MD INC | |||||
| PO BOX 1545 | BENICIA | CA | 94510 | MEDICAL SERVICES | 275193 |
| KIRAN KOKA MD A PROFESSIONAL CORPORATIO | |||||
| 604 TIMBERLEAF CT | WALNUT CREEK | CA | 94598 | MEDICAL SERVICES | 193900 |
| OWEN B TOWERY MD INC | |||||
| 1891 ST ANDREWS DRIVE | MORAGA | CA | 94556 | MEDICAL SERVICES | 190195 |
| MTS TRANSPORTATION | |||||
| 1891 ST ANDREWS DRIVE | MORAGA | CA | 94556 | MEDICAL SERVICES | 176394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET PATIENT REVENUE | 900099 | 20368121 | 20368121 |
| NET MEDICARE REVENUE | 900099 | 4724180 | 4724180 |
| NET MEDICAID REVENUE | 900099 | 4497044 | 4497044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29589345 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3307 | TotalRevenueColumn |
| Exclusion | $3,307 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER OPERATING REVENU | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 388514 | TotalRevenueColumn |
| Related Or Exempt Function Income | 388514 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 388514 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29981166 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29977859 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,307 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16164753 | Total |
| Program Services | 15659731 | ProgramServices |
| Management And General | 505022 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4424728 | Total |
| Program Services | 4380180 | ProgramServices |
| Management And General | 44548 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1443042 | Total |
| Program Services | 1443042 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60516 | Total |
| Program Services | 36000 | ProgramServices |
| Management And General | 24516 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30589 | Total |
| Program Services | 25461 | ProgramServices |
| Management And General | 5128 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1382004 | Total |
| Program Services | 1382004 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9619 | Total |
| Program Services | 5385 | ProgramServices |
| Management And General | 4234 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113374 | Total |
| Program Services | 113374 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| HEALTH SYSTEM ASSESSMEN | 3768476 | 3768476 | |
| PURCHASED SERVICES | 2787034 | 62695 | 2724339 |
| BAD DEBTS | 1375215 | 1375215 | |
| SUPPLIES | 1248257 | 76016 | 1172241 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276748 | Total |
| Program Services | 163628 | ProgramServices |
| Management And General | 113120 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33084355 | Total |
| Program Services | 28480600 | ProgramServices |
| Management And General | 4603755 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1389937 | BOY |
| EOY | 946045 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4260552 | BOY |
| EOY | 5568773 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101951 | BOY |
| EOY | 69042 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154485 | BOY |
| EOY | 174037 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2400628 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1533092 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 976798 | BOY |
| EOY | 867536 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6883723 | BOY |
| EOY | 7625433 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9025324 | BOY |
| EOY | 13150717 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2268237 | BOY |
| EOY | 1987743 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11293561 | BOY |
| EOY | 15138460 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4409838 | BOY |
| EOY | -7513027 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4409838 | BOY |
| EOY | -7513027 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6883723 | BOY |
| EOY | 7625433 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -3103189 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1349500 | OtherCostOrOtherBasis |
| Depreciation | 770628 | Depreciation |
| Book Value | 578872 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1051128 | OtherCostOrOtherBasis |
| Depreciation | 762464 | Depreciation |
| Book Value | 288664 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 867536 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER CURRENT LIABILITIES | $184,725 |
| OTHER NON-CURRENT LIABILITIES | $37,763 |
| PAYROLL AND PAYROLL TAXES | $840,976 |
| VACATION AND OTHER | $653,532 |
| EMPLOYEE MEDICAL | $270,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1987743 | TotalOfAmounts |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 0 | CharityCarePolicy |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1279752 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1279752 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03870 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1279752 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1279752 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03870 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7811 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 7811 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 502159 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 502159 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01520 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4438 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 4438 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 514408 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 514408 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01550 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1794160 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1794160 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05420 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $1,375,215 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 4724180 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 6109153 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -1384973 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 0 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR BEHAVIORAL HEALTH CENTER | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2740 GRANT STREET | AddressLine1 |
| City | CONCORD | City |
| State | CA | State |
| ZIP Code | 94520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR BEHAVIORAL HEALTH CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | 0 | EligibilityCriteriaExplained |
| Uses FPG Free | 0 | UsesFPGFree |
| Uses FPG Discounted | 0 | UsesFPGDiscounted |
| Explains Basis | 0 | ExplainsBasis |
| Explains Application Method | 0 | ExplainsApplicationMethod |
| Includes Publicity Measures | 0 | IncludesPublicityMeasures |
| Actions On Nonpayment | 0 | ActionsOnNonpayment |
| Collection Activities | 0 | CollectionActivities |
| Nondiscrim Emergency Care Policy | 0 | NondiscrimEmergencyCarePolicy |
| No Emergency Care | X | NoEmergencyCare |
| Other Reason | X | OtherReason |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (13 entries)
| ExplanationExplanation | Return ReferenceReturnReference | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 6A: THE BEHAVIORAL HEALTH ANNUAL COMMUNITY BENEFIT REPORT IS CONTAINED IN THE REPORT BY JOHN MUIR HEALTH AND SUBSIDIARIES, PRESENTED AS A CONSOLIDATED REPORT. | ||
| PART I, LINE 7: JOHN MUIR BEHAVIORAL HEALTH HAS ADOPTED THE GUIDELINES DEVELOPED BY THE CATHOLIC HEALTHCARE ASSOCIATION AND VHA INC. FOR REPORTING THE ECONOMIC VALUE OF ITS COMMUNITY BENEFITS CONTRIBUTIONS. | ||
| PART III, LINE 4: THE ORGANIZATION DOES NOT ISSUE SEPARATE, INDEPENDENT AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION IS INCLUDED IN CONSOLIDATED, INDEPENDENT AUDITED FINANCIAL STATEMENTS THAT DO NOT INCLUDE A DESCRIPTION OF BAD DEBT EXPENSE. BAD DEBT EXPENSE IS REPORTED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ORGANIZATION DOES NOT INCLUDE BAD DEBT IN COMMUNITY BENEFIT. | ||
| PART III, LINE 8: THE ORGANIZATION DOES NOT TREAT MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE COST-TO-CHARGE RATIOS USED TO COMPUTE THE MEDICARE SHORTFALLS ARE FROM 2011 MEDICARE COST REPORTS FILED WITH CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS). | ||
| SEE PART VI, LINE 3 | PART V, LINE 9: | |
| SEE PART VI, LINE 3 | PART V, LINE 10: | |
| EMERGENCY MEDICAL SERVICES ARE PROVIDED AT JOHN MUIR MEDICAL CENTER WALNUT CREEK AND JOHN MUIR MEDICAL CENTER CONCORD. | PART V, LINE 18 D: | |
| PART VI, LINE 2: IN A COUNTY OF OVER ONE MILLION RESIDENTS, JOHN MUIR BEHAVIORAL HEALTH CENTER (BHC) IS THE ONLY PRIVATE, FREE-STANDING, LICENSED, ACUTE CARE PSYCHIATRIC AND SUBSTANCE ABUSE HOSPITAL. IN ADDITION TO THE 73 BEDS AT BHC, OTHER HOSPITALS IN CONTRA COSTA COUNTY HAVE ONLY 23 LICENSED ACUTE PSYCHIATRIC BEDS. THE COUNTY IS CRITICALLY UNDERSERVED WITH ONE BED FOR OVER EVERY 10,900+ PEOPLE. THE STATE AVERAGE IS ONE BED FOR EVERY 5,651 PEOPLE AND THE NATIONAL AVERAGE IS ONE BED FOR EVERY 4,887 PEOPLE. CHILD PSYCHIATRIC BEDS ARE EVEN RARER IN CALIFORNIA. 45 OF CALIFORNIA'S 58 COUNTIES HAVE NO CHILD PSYCHIATRIC BEDS AT ALL. AT BHC, 34 BEDS ARE FOR CHILDREN 18 YEARS AND YOUNGER.BEHAVIORAL HEALTH SERVICES FOR ALL AGE GROUPS ARE CRITICAL COMMUNITY SERVICES IN CONTRA COSTA COUNTY. JOHN MUIR HEALTH SUPPORTS AND SUBSIDIZES THE BHC SERVICES FOR THE COMMUNITY AS A COMMUNITY BENEFIT. IN ADDITION, OTHER COMMUNITY BENEFIT ACTIVITIES OF THE BHC ARE INCORPORATED BY REFERENCE IN JOHN MUIR HEALTH'S ANNUAL COMMUNITY BENEFIT REPORT AS DISCUSSED IN THE REMAINING NARRATIVE. THE MENTAL HEALTH NEEDS OF THE COUNTY WERE CONSIDERED IN THE SB697 TRIENNIAL COMMUNITY ASSESSMENT THAT WAS COMPLETED IN 2010. THE 2010 COMMUNITY ASSESSMENT WAS COMPLETED THROUGH A COLLABORATIVE PROCESS INITIATED BY THE HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA AND COMMUNITY HOSPITALS IN CONTRA COSTA COUNTY, INCLUDING JOHN MUIR HEALTH, KAISER PERMANENTE AND SUTTER DELTA MEDICAL CENTER. CONDUCTED BY THE COMMUNITY HEALTH ASSESSMENT, PLANNING AND EVALUATION GROUP OF CONTRA COSTA HEALTH SERVICES (CHAPE), THE 2010 QUANTITATIVE ASSESSMENT COMPILED EXISTING DATA BASED ON COLLABORATIVE OBJECTIVES. THE COMMUNITY INDICATOR REPORT CAN BE FOUND AT WWW.CCHEALTH.ORG. ALONG WITH THE QUANTITATIVE PORTION OF THE COMMUNITY ASSESSMENT, THE HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA AND THE COMMUNITY HOSPITALS IN CONTRA COSTA COUNTY COMMISSIONED A QUALITATIVE ANALYSIS OF HEALTH CARE NEEDS IN THE COUNTY THROUGH FOCUS GROUPS. COMMUNITY ASSESSMENTS ARE MADE AVAILABLE TO THE PUBLIC AS A COMMUNITY BENEFIT AT WWW.JOHMMUIRHEALTH.COM AND WWW.CCHEALTH.ORG.JOHN MUIR HEALTH USED VARIOUS MECHANISMS TO INCORPORATE COMMUNITY INPUT INTO THE ANNUAL COMMUNITY BENEFIT PLAN. DURING 2011, JOHN MUIR HEALTH KEPT ABREAST OF CURRENT HEALTH ISSUES OF IMPORTANCE TO THE COMMUNITY BY ACTIVE PARTICIPATION IN THE PSYCHIATRIC AND SUBSTANCE ABUSE COUNCIL OF THE CHA, BAY AREA MANAGERS OF ACUTE PSYCHIATRIC SERVICES, THE MONUMENT COMMUNITY PARTNERSHIP, EAST COUNTY ACCESS ACTION TEAM, PRIMARY CARE ACCESS STAKEHOLDERS GROUP, BAY POINT FAMILY PARTNERSHIP, CONTRA COSTA HEALTH MINISTRIES NETWORK, CLINIC CONSORTIUM SPECIALTY CARE INITIATIVE, FAMILIES CAN AND OTHER ONGOING COLLABORATIONS WITH COMMUNITY-BASED ORGANIZATIONS. THESE SOURCES OF INFORMATION PROVIDE CURRENT INFORMATION REGARDING HEALTH STATUS AND ALSO HELP IDENTIFY EMERGING NEEDS IN THE SERVICE AREA POPULATION. JOHN MUIR HEALTH IS ALSO FORTUNATE TO BENEFIT FROM THE INPUT AND EXPERTISE OF THE CONTRA COSTA COUNTY HEALTH SERVICES DEPARTMENT IN A NUMBER OF WAYS. IN ADDITION TO THE TRIENNIAL COMMUNITY HEALTH INDICATOR REPORT COMPLETED ON BEHALF OF THE COMMUNITY HOSPITALS BY THE PUBLIC HEALTH DIVISION OF THE COUNTY HEALTH SERVICES DEPARTMENT (CCHS), CCHS IS A PARTNER IN MANY OF OUR PARTNERSHIPS. CCHS IS ALSO A PARTNER IN MOST OF THE COLLABORATIVE GROUPS MENTIONED ABOVE.COMMUNITY ORGANIZATIONS ALSO SEEK OUT JOHN MUIR HEALTH AS A PARTNER. FOR EXAMPLE, IN 2007, THE PUTNAM CLUBHOUSE, A SOCIAL VOCATIONAL REHABILITATION PROGRAM FOR THE CHRONICALLY MENTALLY ILL, APPROACHED THE BHC ABOUT A PARTNERSHIP THAT HAS BEEN VERY SUCCESSFUL. JOHN MUIR HEALTH PROVIDES CORE OPERATING FUNDING, TECHNICAL ASSISTANCE IN STRATEGIC PLANNING, PROGRAM DEVELOPMENT, AND OPERATIONS THROUGH ACTIVE BOARD PARTICIPATION. IT REFERS CONSUMERS TO THE CLUBHOUSE THROUGH CLINICAL AND CASE MANAGEMENT STAFF. CLUBHOUSE MEMBERS PROVIDE WEEKLY ACTIVITIES FOR THE INPATIENT ACUTE ADULT PSYCHIATRIC UNIT.BY THE END OF 2011, THERE WERE A TOTAL OF 240 MEMBERS, WITH AN AVERAGE DAILY ATTENDANCE OF 30. EXCERPTS FROM THE CLUBHOUSE 2011 PROGRAM EVALUATION AND A MEMBER SATISFACTION SURVEY ADMINISTERED IN 2011 DEMONSTRATE BOTH THE NEED AND THE IMPACT OF THIS BHC COMMUNITY BENEFIT PROGRAM.JOHN MUIR HEALTH SELECTS ITS FOCUS AREAS BASED ON THE COMMUNITY ASSESSMENT DISCUSSED PREVIOUSLY, INTERNAL DATA AND COMMUNITY PARTNER INPUT. SINCE 2007, NEW PROGRAMS HAVE SPECIFICALLY FOCUSED ON PROGRAMS THAT ADDRESS THE NEEDS OF VULNERABLE POPULATIONS USING THREE FUNDING CRITERIA: 1. THE PROGRAM MUST SERVE VULNERABLE POPULATIONS, DEFINED AS THOSE WITH EVIDENCED-BASED DISPARITIES IN HEALTH OUTCOMES, SIGNIFICANT BARRIERS TO CARE AND THE ECONOMICALLY DISADVANTAGED. 2. PROGRAMS MUST BE DELIVERED THROUGH PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS, OTHER PROVIDERS, PUBLIC AGENCIES OR BUSINESS ORGANIZATIONS. 3. PROGRAMS MUST, IN OUR ESTIMATION, POSITIVELY IMPACT THE HEALTH OF THE COMMUNITY IN A MEASURABLE WAY. READ DESCRIPTIONS OF OUR PROGRAMS FOR VULNERABLE POPULATIONS AND EXCERPTS FROM THE PROGRAM EVALUATIONS AT WWW.JOHNMUIRHEALTH.COM. | ||
| PART VI, LINE 3: JOHN MUIR BEHAVIORAL HEALTH CENTER (BHC) IS THE FREE STANDING 73 BED PSYCHIATRIC HOSPITAL OF THE JOHN MUIR HEALTH SYSTEM. IT PROVIDES PROFESSIONAL SERVICES TO THE EMERGENCY AND VARIOUS INPATIENT DEPARTMENTS OF THE WALNUT CREEK AND CONCORD MEDICAL CENTERS FOR PATIENTS WHO NEED THEIR HEALTHCARE NEEDS AUGMENTED FOR PSYCHIATRIC OR CHECMICAL DEPENDENCY NEEDS.BHC SERVES ALL PAYOR TYPES INCLUDING MEDICARE, MEDI-CAL, HMO AND PPO. BHC ALSO TREATS "UNINSURED" PATIENTS WHO ARE COVERED BY THEIR COUNTY UNINSURED POOL OF FUNDS AND AUTHORIZED ON A CASE-BY-CASE BASIS. ALL PATIENTS ARE ADVISED ON ADMISSION REGARDING COVERED SERVICES AND APPLICABLE CO-PAYS AND DEDUCTIBLES. PATIENTS ARE ALSO ADVISED AS THEY MOVE ON TO OUTPATIENT PROGRAMS. CO-PAYS AND DEDUCTIBLES ARE COLLECTED AT THE TIME OF SERVICE. IF THE PATIENT IS UNABLE TO PAY THEIR PORTION, THEY ARE ADVISED OF THE SELF PAY PAYMENT PLAN.BHC'S SELF PAY RATES ARE REVIEWED ANNUALLY AND ADJUSTED TO THE AVERAGE HMO CONTRACT RATE FOR THAT YEAR.PAYMENT PLANS CAN BE STRUCTURED FOR UP TO 36 MONTHS. THE PATIENT IS ASKED TO PAY THE FIRST MONTH'S PAYMENT WHILE IN TREATMENT AND EVERY MONTH THEREAFTER TO TAKE ADVANTAGE OF THE PAYMENT PLAN. | ||
| PART VI, LINE 4: JOHN MUIR HEALTH'S PRIMARY AND SECONDARY SERVICE AREA EXTENDS FROM SOUTHERN SOLANO COUNTY INTO EASTERN CONTRA COSTA COUNTY AND SOUTH TO SAN RAMON IN SOUTHERN CONTRA COSTA COUNTY. THE COMMUNITIES THAT COMPRISE THE PRIMARY SERVICE AREA INCLUDE CONCORD, WALNUT CREEK, PLEASANT HILL, MARTINEZ, LAFAYETTE, DANVILLE, ALAMO, ORINDA, MORAGA AND CLAYTON. THE COMMUNITIES THAT COMPRISE THE SECONDARY SERVICE AREA INCLUDE BRENTWOOD, OAKLEY, DISCOVERY BAY, BYRON, KNIGHTSEN, BETHEL ISLAND, BENICIA, PITTSBURG, BAY POINT, ANTIOCH AND SAN RAMON. JOHN MUIR HEALTH'S TRAUMA CENTER SERVES ALL OF CONTRA COSTA COUNTY, AS WELL AS SOUTHERN SOLANO COUNTY AND PARTS OF MARIN COUNTY AND IS THE BACKUP TRAUMA CENTER FOR ALAMEDA COUNTY.USING THE FUNDING CRITERIA MENTIONED PREVIOUSLY, OUR PRIMARY COMMUNITY BENEFIT SERVICE AREA INCLUDES THE MONUMENT AREA IN CONCORD AND THE EASTERN CONTRA COSTA COUNTY CITIES OF BAY POINT, PITTSBURG, ANTIOCH, OAKLEY, BRENTWOOD AND PARTS FARTHER EAST OF UNINCORPORATED CONTRA COSTA COUNTY. | ||
| PART VI, LINE 5: BHC AND ITS CORPORATE MEMBER, JOHN MUIR HEALTH, ARE NOT-FOR-PROFIT, COMMUNITY-BASED ORGANIZATIONS GOVERNED LOCALLY BY THOSE WHO LIVE IN THE COMMUNITIES WE SERVE. COMMUNITY RESIDENTS ARE ACTIVELY INVOLVED IN OUR VARIOUS BOARDS AND BOARD COMMITTEES. OUR FOCUS REMAINS FIRMLY ON IMPROVING THE HEALTH OF THE PEOPLE OF CONTRA COSTA COUNTY. AS A NOT-FOR-PROFIT HEALTH SYSTEM, JOHN MUIR HEALTH HAS AN OBLIGATION TO MAKE A CHARITABLE CONTRIBUTION TO THE COMMUNITY AND OUR COMMITMENT TO KEEPING THE COMMUNITIES WE SERVE HEALTHY GOES FAR DEEPER THAN THAT. JOHN MUIR HEALTH'S MISSION TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION ACCURATELY REFLECTS OUR COMMUNITY HEALTH EFFORTS AS A CORPORATE LEADER AND COMMUNITY PARTNER. IN 2011, JOHN MUIR HEALTH PROVIDED $58.9 MILLION IN COMMUNITY BENEFIT PROGRAMS AND SERVICES TO COMMUNITIES IN CONTRA COSTA COUNTY. THE PROVISION OF THESE SERVICES REPRESENTS JOHN MUIR HEALTH'S COMMITMENT TO MEET THE HEALTH NEEDS OF INDIVIDUALS AND FAMILIES, INCREASE THE CAPACITY OF COMMUNITIES TO BUILD PARTNERSHIPS AND ENSURE ACCESS TO MEDICAL CARE BROADLY, ESPECIALLY FOR OUR COUNTY'S MOST VULNERABLE RESIDENTS. LAST YEAR, 83 PERCENT OF JOHN MUIR HEALTH'S COMMUNITY BENEFIT ACTIVITIES WERE SPECIFICALLY TARGETED TO THOSE INDIVIDUALS AND FAMILIES THAT EXPERIENCE SOCIAL AND ECONOMIC BARRIERS THAT PRECLUDE THEIR ACCESS TO NECESSARY HEALTH CARE SERVICES. AS A NOT-FOR-PROFIT ORGANIZATION, THERE ARE NO SHAREHOLDERS WHO BENEFIT FROM OUR FINANCIAL SURPLUSES. INSTEAD, WE REINVEST ANY SURPLUSES INTO THE COMMUNITY WITH NEW PROGRAM IMPLEMENTATION, WORKFORCE DEVELOPMENT, ADVANCED TECHNOLOGY, COMMUNITY SERVICES AND BUILDING PROJECTS. WE RECENTLY INVESTED MORE THAN $800 MILLION IN NEW BUILDINGS TO HELP MEET THE CURRENT AND FUTURE HEALTH CARE NEEDS OF THE COMMUNITIES WE SERVE. IN ADDITION TO THE INVESTMENT MADE IN OUR COMMUNITY THROUGH THE BUILDING PROJECTS, JOHN MUIR HEALTH IS ONE OF THE LARGEST EMPLOYERS IN THE COUNTY WITH NEARLY 6,000 EMPLOYEES. THEREFORE, WE CONTRIBUTE SIGNIFICANTLY TO THE ECONOMIC VITALITY OF THE COUNTY. JOHN MUIR MEDICAL CENTER, WALNUT CREEK ALSO SERVES AS CONTRA COSTA COUNTY'S ONLY TRAUMA CENTER, WHICH REPRESENTS AN ENORMOUS FINANCIAL AND SERVICE COMMITMENT TO THE ENTIRE REGION. OUR EMERGENCY DEPARTMENTS IN CONCORD AND WALNUT CREEK SERVE RESIDENTS REGARDLESS OF THEIR ABILITY TO PAY. WE ALSO ARE THE SOLE PROVIDER OF SEVERAL SPECIALTY SERVICES IN CONTRA COSTA COUNTY, INCLUDING HIGH RISK NEONATAL SERVICES, INPATIENT PSYCHIATRIC SERVICES, INCLUDING CHILD AND ADOLESCENT SERVICES, AND SUBSTANCE ABUSE SERVICES. OUR MEDICAL STAFFS ARE OPEN TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. | ||
| PART VI, LINE 6: JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND1399 YGNACIO VALLEY ROAD, SUITE 36, WALNUT CREEK, CATHE JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND IS THE COMMUNITY BENEFIT GRANT-MAKING ARM OF JOHN MUIR HEALTH. ITS GOAL IS TO FOSTER SYSTEMIC CHANGE THAT IMPROVES THE HEALTH OF PEOPLE IN CENTRAL AND EAST CONTRA COSTA COUNTY WHO ARE UN- OR UNDER-INSURED, HAVE LIMITED ACCESS TO HEALTH CARE, ARE MOST AT-RISK FOR POOR HEALTH, AND ARE MOST LIKELY TO EXPERIENCE HEALTH CARE DISPARITIES. TO ACCOMPLISH THIS GOAL, THE COMMUNITY HEALTH FUND HAS DEVELOPED A FUNDING PROCESS THAT NURTURES LONG-TERM PARTNERSHIPS WITH AND AMONG COMMUNITY-BASED ORGANIZATIONS. THIS LEADS TO VISIONARY HEALTH INITIATIVES THAT BUILD AND SUSTAIN THE CAPACITY TO DELIVER ON THE PROMISE OF GOOD HEALTH AND AFFORDABLE HEALTH CARE FOR ALL. FROM 1997, THE YEAR THE COMMUNITY HEALTH FUND WAS FORMED, THROUGH 2011, THE FUND HAS GRANTED MORE THAN $20 MILLION IN JOHN MUIR HEALTH COMMUNITY BENEFIT DOLLARS INTO LOCAL COMMUNITY-BASED HEALTH PROJECTS. MORE DETAILED INFORMATION ABOUT THE FUND, ITS GOVERNANCE, GRANT PROGRAM AND COMMUNITY BENEFIT REPORTS CAN FOUND ON ITS WEBSITE: WWW.JMMDCOMMUNITYHEALTHFUND.COM.JOHN MUIR PHYSICIAN NETWORK1340 TREAT BOULEVARD, SUITE 450, WALNUT CREEK, CA THE JOHN MUIR PHYSICIAN NETWORK IS A NOT-FOR-PROFIT PUBLIC BENEFIT CORPORATION, WHOSE SOLE CORPORATE MEMBER IS JOHN MUIR HEALTH. SINCE ITS INCEPTION IN 1996, IT HAS BECOME ONE OF THE LARGEST PROVIDERS OF PHYSICIAN AND ALLIED HEALTH SERVICES IN NORTHERN CALIFORNIA, WITH MORE THAN 900 PRIMARY CARE AND SPECIALTY PHYSICIANS WHO DELIVER COORDINATED PATIENT CARE. PHYSICIANS ASSOCIATED WITH THE PHYSICIAN NETWORK BELONG TO EITHER JOHN MUIR MEDICAL GROUP (JMMG) OR MUIR MEDICAL GROUP IPA, INC. THE PHYSICIAN NETWORK OWNS AND OPERATES PRIMARY CARE CENTERS STAFFED BY JMMG PHYSICIANS IN 23 LOCATIONS FROM BRENTWOOD TO PLEASANTON. THE GROUP ALSO PROVIDES HOSPITALISTS (IN-PATIENT MEDICAL SERVICES) AT JOHN MUIR HEALTH'S HOSPITALS. THE PHYSICIAN NETWORK IS ACTIVE IN COMMUNITY SERVICE, HEALTH EDUCATION AND CLINICAL RESEARCH. THE PHYSICIAN NETWORK CURRENTLY HOLDS CONTRACTS WITH SIX MAJOR HEALTH PLANS FOR MORE THAN 57,000 COMMERCIAL AND SENIOR HMO MEMBERS. ADDITIONALLY, THE PHYSICIAN NETWORK PROVIDES A PHYSICIAN PANEL, MEDICAL MANAGEMENT AND CLAIMS SERVICES FOR MORE THAN 1,500 JOHN MUIR HEALTH EMPLOYEES AND DEPENDENTS PARTICIPATING IN THE EXCLUSIVE PROVIDER ORGANIZATION HEALTH PLAN. THE PHYSICIAN NETWORK MANAGES HEALTH PLAN CONTRACTING FOR JOHN MUIR HEALTH AND ITS HOSPITALS AND ENGAGES IN PHYSICIAN RECRUITMENT TO MEET COMMUNITY NEEDS. JOHN MUIR HEALTH FOUNDATION1400 TREAT, WALNUT CREEK, CATHE JOHN MUIR HEALTH FOUNDATION RAISES FUNDS TO OFFSET THE COST OF CAPITAL AND OPERATING EXPENSES FOR JOHN MUIR HEALTH PROGRAMS, INCLUDING VARIOUS EDUCATION PROGRAMS, OPERATIONS, BUILDINGS AND EQUIPMENT. IN THIS WAY, THE FOUNDATION HELPS TO MITIGATE THE COST OF CARE PROVIDED AND ASSISTS JOHN MUIR HEALTH IN MAINTAINING STATE-OF-THE-ART FACILITIES, EQUIPMENT AND PROGRAMS FOR THE COMMUNITY. JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF THE JOHN MUIR HEALTH FOUNDATION.JOHN MUIR HEALTHJOHN MUIR HEALTH IS A NATIONALLY RECOGNIZED, NOT-FOR-PROFIT HEALTH CARE ORGANIZATION LOCATED EAST OF SAN FRANCISCO, SERVING PATIENTS IN CONTRA COSTA, EASTERN ALAMEDA AND SOUTHERN SOLANO COUNTIES. IT INCLUDES A NETWORK OF 925 PRIMARY CARE AND SPECIALTY PHYSICIANS, 6,500 EMPLOYEES, MEDICAL CENTERS IN CONCORD AND WALNUT CREEK, INCLUDING THE COUNTY'S ONLY TRAUMA CENTER, AND A BEHAVIORAL HEALTH CENTER. THE HEALTH SYSTEM ALSO OFFERS A FULL RANGE OF MEDICAL SERVICES, INCLUDING PRIMARY CARE, OUTPATIENT, LAB AND IMAGING SERVICES, AND IS WIDELY RECOGNIZED AS A LEADER IN MANY SPECIALTIES - NEUROSCIENCES, ORTHOPEDIC, CANCER, CARDIOVASCULAR, EMERGENCY AND HIGH-RISK OBSTETRICS CARE. | ||
| CA | PART VI, LINE 7 | REPORTS FILED WITH STATES |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CALVIN KNIGHT | |||||||||||||
| 584622 | 0 | 0 | 0 | 83816 | 0 | 362831 | 0 | 22721 | 0 | 1053990 | 0 | 0 | 0 |
| MICHAEL MOODY | |||||||||||||
| 381683 | 0 | 161947 | 0 | 10283 | 0 | 223392 | 0 | 29269 | 0 | 806574 | 0 | 161947 | 0 |
| ELIZABETH STALLINGS | |||||||||||||
| 217977 | 0 | 80609 | 0 | 12584 | 0 | 119482 | 0 | 26717 | 0 | 457369 | 0 | 80609 | 0 |
| RANDI HACKBARTH | |||||||||||||
| 131477 | 0 | 10592 | 0 | 48713 | 0 | 13616 | 0 | 14452 | 0 | 218850 | 0 | 10592 | 0 |
| EUGENIA EKEH | |||||||||||||
| 142121 | 0 | 750 | 0 | 18763 | 0 | 9885 | 0 | 25141 | 0 | 196660 | 0 | 750 | 0 |
| SHEILA SASSER | |||||||||||||
| 137331 | 0 | 750 | 0 | 21721 | 0 | 7282 | 0 | 0 | 0 | 167084 | 0 | 0 | 0 |
| ETHEL M ROEHL | |||||||||||||
| 146354 | 0 | 750 | 0 | 18396 | 0 | 21336 | 0 | 1839 | 0 | 188675 | 0 | 0 | 0 |
| MELITA DEUZ | |||||||||||||
| 135181 | 0 | 750 | 0 | 25128 | 0 | 23311 | 0 | 10153 | 0 | 194523 | 0 | 0 | 0 |
| J KENDALL ANDERSON | |||||||||||||
| 241323 | 0 | 897819 | 0 | 1340108 | 0 | 0 | 0 | 10480 | 0 | 2489730 | 0 | 738211 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | THE COMPANY HAS A POLICY WHEREBY CERTAIN PAYMENTS TO EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE GROSSED UP. THESE PAYMENTS ARE NOT A USUAL OCCURRENCE AND ARE EVALUATED AND APPROVED BY THE CEO OR A KEY EMPLOYEE AND THE CFO. FOR CERTAIN MEMBERS OF MANAGEMENT A REIMBURSEMENT OF UP TO 50% OF HEALTH CLUB DUES IS AVAILABLE. THIS PERQUISITE IS INCLUDED AS PART OF THE EVALUATION OF THE ANNUAL COMPENSATION EVALUATION PROCESS. ALL COMPONENTS DISCUSSED IN THIS SECTION ARE TREATED AS TAXABLE INCOME FOR THE EMPLOYEE RECEIVING THE PAYMENT. PART 1 LINE 3: THE INCENTIVE PROGRAMS FOR THE MANAGEMENT OF JOHN MUIR HEALTH AND SUBSIDIARIES, INCLUDING JOHN MUIR BEHAVIORAL HEALTH, ARE DEVELOPED AND REVIEWED BY AN OUTSIDE CONSULTANT WHOSE EXPERTISE IS IN COMPENSATION AND WHO DEVELOPS MARKET DATA FOR SIMILAR ORGANIZATIONS AS A BASIS FOR THE CORPORATION'S INCENTIVE PROGRAM. THE INCENTIVE PROGRAM AND MARKET DATA IS REVIEWED WITH THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF JOHN MUIR HEALTH. | |
| PART I, LINE 4B | J. KENDALL ANDERSON $508,709 SERP DISTRIBUTION (INCLUDES $94,759 REPORTED AS DEFERRED IN 2010) MICHAEL D MOODY $ 45,795 RESTORATION PLAN ELIZABETH A STALLINGS $ 37,783 RESTORATION PLAN | |
| PART I, LINE 6 | JOHN MUIR HEALTH ("THE CORPORATION"), THE PARENT OF JOHN MUIR BEHAVIORAL HEALTH, WITH THE OVERSIGHT AND APPROVAL OF THE COMPENSATION COMMITTEE OF THE JOHN MUIR HEALTH BOARD OF DIRECTORS, BASES A PORTION OF ANNUAL MANAGEMENT INCENTIVE PAYMENTS ON THE CONSOLIDATED NET EARNINGS TARGETS OF JOHN MUIR HEALTH. ADDITIONALLY, WHERE APPROPRIATE MANAGEMENT OVERSIGHT EXISTS, A PORTION OF AN EXECUTIVE'S MANAGEMENT INCENTIVE CAN ALSO BE BASED ON THE NET EARNINGS TARGETS OF A JOHN MUIR HEALTH SUBSIDIARY, INCLUDING JOHN MUIR BEHAVIORAL HEALTH. PAYMENTS TO MANAGEMENT PERSONNEL ARE MADE IN THE SUBSEQUENT YEAR BASED ON THE LEVEL OF ACHIEVEMENT OF ALL ELEMENTS OF THE INCENTIVE PROGRAM, OF WHICH NET EARNINGS TARGETS ARE A COMPONENT. THEREFORE, EACH YEAR AN ACCRUAL OF THE ESTIMATED PAYMENTS FOR MANAGEMENT INCENTIVES IS INCLUDED IN THE CALCULATION OF NET EARNINGS TARGETS FOR THAT YEAR. | |
| PART III | COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED ANNUALLY BY THE JOHN MUIR HEALTH COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE UTILIZES AN OUTSIDE CONSULTANT WHO IS A COMPENSATION EXPERT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITIES AND THAT DATA IS USED BY THE COMPENSATION COMMITTEE TO ESTABLISH THE ANNUAL COMPENSATION PACKAGE FOR EACH INDIVIDUAL. IT IS THE PHILOSOPHY OF THE ORGANIZATION TO ESTABLISH A COMPENSATION PACKAGE FOR EACH INDIVIDUAL THAT REFLECTS THE MEDIAN OF THE MARKET AS ESTABLISHED BY THE OUTSIDE CONSULTANT. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF JOHN MUIR BEHAVIORAL HEALTH, AND THE VOTING AND NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR HEALTH SHALL SERVE EX-OFFICIO AS THE VOTING AND NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR BEHAVIORAL HEALTH (AS DESCRIBED IN SCHEDULE O). |
| FORM 990, PART VI, SECTION A, LINE 7A | REFER TO SCHEDULE O, PART VI, SECTION A, LINE 6 |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS OF JOHN MUIR BEHAVIORAL HEALTH PROVIDE THAT THE VOTING AND NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR HEALTH, THE SOLE CORPORATE MEMBER OF JOHN MUIR BEHAVIORAL HEALTH, SHALL SERVE EX-OFFICIO AS THE VOTING AND NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR BEHAVIORAL HEALTH. AS A RESULT, THE BOARD OF DIRECTORS OF JOHN MUIR HEALTH CONTROLS THE NUMBER, APPOINTMENT, TERM AND REMOVAL OF THE MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR BEHAVIORAL HEALTH. JOHN MUIR HEALTH, AS THE SOLE CORPORATE MEMBER OF JOHN MUIR BEHAVIORAL HEALTH, ALSO HAS THE RIGHT TO APPROVE CERTAIN ACTIONS IN ACCORDANCE WITH THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, INCLUDING THE VOLUNTARY DISSOLUTION OF JOHN MUIR BEHAVIORAL HEALTH, THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF JOHN MUIR BEHAVIORAL HEALTH, AND THE MERGER OF JOHN MUIR BEHAVIORAL HEALTH WITH OR INTO ANY OTHER ENTITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS. AN OVERVIEW OF THE FORM 990, WITH SUFFICIENT DETAIL, IS PRESENTED TO THE BOARD WITH THE COMPLETED FORM 990. ALL QUESTIONS AND CONCERNS OF THE BOARD OF DIRECTORS WILL BE ADDRESSED BY THE CHIEF FINANCIAL OFFICER OR THEIR DESIGNEE AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF DIRECTORS HAS BEEN APPROPRIATELY ADDRESSED, SENIOR MANAGEMENT OF JOHN MUIR BEHAVIORAL HEALTH WILL FILE THE FINAL FORM 990 AS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT REQUIRED TO BE COMPLETED AND SIGNED. FOLLOWING DISTRIBUTION OF THE POLICY AND DISCLOSURE STATEMENT, THE JOHN MUIR HEALTH GENERAL COUNSEL ("GENERAL COUNSEL") PROVIDES AN EDUCATIONAL SESSION TO THE BOARD RELATING TO BOARD MEMBER CONFLICTS OF INTEREST COVERING, AMONG OTHER THINGS, REQUIRED DISCLOSURES AND THE PROCESS FOR APPROVAL OF TRANSACTIONS INVOLVING A POTENTIAL CONFLICT. DISCLOSED CONFLICTS ARE COMPILED IN A DOCUMENT AND REVIEWED BY THE BOARD CHAIR, CHIEF EXECUTIVE OFFICER AND GENERAL COUNSEL. TOGETHER, THESE INDIVIDUALS MONITOR ANY POTENTIAL CONFLICTS AND THE GENERAL COUNSEL ATTENDS BOARD MEETINGS TO ENSURE COMPLIANCE WITH THE POLICY. TRANSACTIONS INVOLVING A POTENTIAL CONFLICT ARE REVIEWED AND APPROVED IN ADVANCE BY COUNSEL, A BOARD COMPLIANCE COMMITTEE AND THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE ANY POTENTIAL CONFLICTS DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED ANNUALLY BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE UTILIZES AN OUTSIDE CONSULTANT WHO IS A COMPENSATION EXPERT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITIES AND THAT DATA IS USED BY THE COMPENSATION COMMITTEE TO ESTABLISH THE ANNUAL COMPENSATION PACKAGE FOR EACH INDIVIDUAL. IT IS THE PHILOSOPHY OF THE ORGANIZATION TO ESTABLISH A COMPENSATION PACKAGE FOR EACH INDIVIDUAL THAT REFLECTS THE MEDIAN OF THE MARKET AS ESTABLISHED BY THE OUTSIDE CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 19 | JOHN MUIR HEALTH PROVIDES FINANCIAL INFORMATION ON A QUARTERLY BASIS THROUGH VARIOUS BOND DISCLOSURE DATABASES. THIS FINANCIAL INFORMATION IS AVAILABLE FOR JOHN MUIR HEALTH ON A CONSOLIDATED AND CONSOLIDATING BASIS, INCLUDING JOHN MUIR BEHAVIORAL HEALTH AND OTHER SUBSIDIARIES. REQUESTS FOR THE PROVISION OF JOHN MUIR BEHAVIORAL HEALTH GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE DIRECTED TO THE GENERAL COUNSEL FOR THE APPROPRIATE RESPONSE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIR HEALTH | ||||||||||
| 1400 TREAT BLVD 300 | WALNUT CREEK | CA | 94597 | 941461843 | PROVISION FOR HEALTHCARE SERVICES TO THE COMMUNITY | CA | 501(C)(3) | 3 | N/A | 0 |
| JOHN MUIR PHYSICIAN NETWORK | ||||||||||
| 1400 TREAT BLVD 300 | WALNUT CREEK | CA | 94597 | 680360801 | PROVIDE CLINIC SERVICES & MANAGE HEALTHCARE RISK OPERATIONS WITH JOHN MUIR | CA | 501(C)(3) | 11 TYPE I | N/A | 0 |
| JOHN MUIR HEALTH FOUNDATION | ||||||||||
| 1400 TREAT BLVD 300 | WALNUT CREEK | CA | 94597 | 942650855 | SOLICITATION OF FUNDS FOR JOHN MUIR HEALTH | CA | 501(C)(3) | 7 | N/A | 0 |
| JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND | ||||||||||
| 1400 TREAT BLVD 300 | WALNUT CREEK | CA | 94597 | 911788973 | PROVIDE GRANTS THAT ENHANCE HEALTHCARE SERVICES TO UNDERSERVED | CA | 501(C)(3) | 11 TYPE III | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JOHN MUIR HEALTH | ||
| J | 1083664 | CASH VALUE |
| JOHN MUIR HEALTH | ||
| K | 630144 | CASH VALUE |
| JOHN MUIR HEALTH | ||
| L | 466322 | CASH VALUE |