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JOHN MUIR HEALTH: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JOHN MUIR HEALTH (EIN 94-1461843)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-14
IRS object ID
201243199349306279
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

FieldValueIRS element (for citing)
Timestamp2012-11-14T16:36:27-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN861065772EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN941461843EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JOHN MUIR HEALTHBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJOHNNameControl
Phone9259393000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 TREAT BOULEVARD NO 300AddressLine1
CityWALNUT CREEKCity
StateCAState
ZIP Code94597ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL MOODYName
TitleCFOTitle
Phone9259393000Phone
Date Signed2012-11-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL P WALTONName
PTINP00017550PTIN
Phone4157834000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMICHAEL MOODYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11400 TREAT BOULEVARD NO 300AddressLine1
CityWALNUT CREEKCity
StateCAState
ZIP Code94597ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1582529770GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JOHNMUIRHEALTH.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1958YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSIONActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members10NbrIndependentVotingMembers
Total Nbr Employees5935TotalNbrEmployees
Total Nbr Volunteers1600TotalNbrVolunteers
Total Gross UBI7470811TotalGrossUBI
Net Unrelated Business Txbl Income-1268878NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1794009ContributionsGrantsPriorYear
Contributions Grants Current Year27492781ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1146185471ProgramServiceRevenuePriorYear
Program Service Revenue CY1162125706ProgramServiceRevenueCY
Investment Income Prior Year53547881InvestmentIncomePriorYear
Investment Income Current Year33116812InvestmentIncomeCurrentYear
Other Revenue Prior Year36333502OtherRevenuePriorYear
Other Revenue Current Year30798086OtherRevenueCurrentYear
Total Revenue Prior Year1237860863TotalRevenuePriorYear
Total Revenue Current Year1253533385TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1906408GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1502693GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year609300343SalariesEtcPriorYear
Salaries Etc Current Year642478848SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year495026653OtherExpensePriorYear
Other Expenses Current Year508917496OtherExpensesCurrentYear
Total Expenses Prior Year1106233404TotalExpensesPriorYear
Total Expenses Current Year1152899037TotalExpensesCurrentYear
Revenues Less Expenses Prior Year131627459RevenuesLessExpensesPriorYear
Revenues Less Expenses CY100634348RevenuesLessExpensesCY
Total Assets BOY1968202814TotalAssetsBOY
Total Assets EOY1981626204TotalAssetsEOY
Total Liabilities BOY939750501TotalLiabilitiesBOY
Total Liabilities EOY924250543TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1028452313NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1057375661NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF JOHN MUIR HEALTH IS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION. JOHN MUIR HEALTH OFFERS A WIDE ARRAY OF CLINICAL SERVICES AT ITS TWO HOSPITALS IN WALNUT CREEK AND CONCORD, AND OUTPATIENT FACILITIES IN BRENTWOOD AND ROSSMOOR. KEY PROGRAMS INCLUDE TRAUMA, CARDIAC, CANCER, NEUROSCIENCES, ORTHOPEDICS, OBSTETRICS, AND REHABILITATION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense425127196Expense
Revenue417217406Revenue
DescriptionHOSPITAL SERVICES - GENERAL MEDICINE AND SURGERY. THE CORE OF JOHN MUIR HEALTH'S SERVICE TO THE COMMUNITY IS IN ITS GENERAL MEDICINE AND SURGERY PROGRAM, WHICH PROVIDES COMPREHENSIVE CARE FROM EMERGENCY SERVICES TO HIGH LEVEL CRITICAL CARE TO DISCHARGE SUPPORT AND HOME HEALTH, FOR PATIENTS WITH A VARIETY OF CONDITIONS. JOHN MUIR MEDICAL CENTER, WALNUT CREEK SERVES AS THE ONLY COUNTY-DESIGNATED TRAUMA CENTER FOR THE AREA, WORKING CLOSELY WITH LOCAL EMERGENCY SERVICES LEADERS. NATIONAL RECOGNITIONS RECEIVED IN 2011 INCLUDED (1) RECOGNITION OF JOHN MUIR MEDICAL CENTER, WALNUT CREEK BY U.S. NEWS & WORLD REPORT FOR THE FIFTH YEAR IN A ROW AS ONE OF "AMERICA'S BEST HOSPITALS" FOR GASTROENTEROLOGY AND ORTHOPEDICS; (2) U.S. NEWS AND WORLD REPORT ALSO RANKED JOHN MUIR MEDICAL CENTER, WALNUT CREEK #2 AND JOHN MUIR MEDICAL CENTER, CONCORD #3 OUT OF ALL 45 HOSPITALS IN THE SAN FRANCISCO METROPOLITAN AREA BASED ON PATIENT SURVIVAL, PATIENT SAFETY, CARE-RELATED FACTORS SUCH AS NURSING AND PATIENT SERVICES, AND REPUTATION; (3) JOHN MUIR MEDICAL CENTER, WALNUT CREEK WAS NAMED ONE OF AMERICA'S 100 BEST HOSPITALS BY HEALTHGRADES; (4) JOHN MUIR HEALTH'S WALNUT CREEK AND CONCORD MEDICAL CENTERS WERE BOTH RANKED AMONG THE TOP FIVE PERCENT OF HOSPITALS NATIONALLY FOR QUALITY OF CARE BY HEALTHGRADES.IN ADDITION TO THE CLINICAL EXCELLENCE AWARDS FOR EACH MEDICAL CENTER, FIVE-STAR RATINGS AND RANKINGS IN THE TOP 5 OR 10% IN THE NATION WERE AWARDED FOR SEVERAL SERVICES, PROCEDURES AND TREATMENTS. OUR PROGRAM EMPHASIS IN 2011 WAS ON CONTINUED OUTREACH TO UNINSURED, UNDERSERVED, AND VULNERABLE POPULATIONS IN OUR SERVICE AREA THROUGH COMMUNITY PARTNERSHIPS TO PROVIDE DIRECT SERVICES INCLUDING GERIATRIC CARE COORDINATION, MOBILE DENTAL CLINIC, MOBILE HEALTH CLINIC, SUPPORT FOR TEEN PREGNANCY PROGRAMS, OPERATION ACCESS, VIOLENCE PREVENTION, AND PARISH-BASED NURSING. ON THE HOSPITAL CAMPUSES, WE COMPLETED CONSTRUCTION OF THE $611 MILLION TOM AND BILLIE LONG PATIENT CARE TOWER IN WALNUT CREEK. THE $212 MILLION HOFMANN FAMILY PATIENT CARE TOWER IN CONCORD OPENED IN 2011. THESE BUILDING PROJECTS REPRESENT A SUBSTANTIAL INVESTMENT IN OUR COMMUNITY AND ARE IN COMPLIANCE WITH CALIFORNIA'S HOSPITAL SEISMIC REQUIREMENTS (WELL BEFORE THE DEADLINE) TO BE FULLY OPERATIONAL AFTER A MAJOR EARTHQUAKE.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense119493500Expense
Revenue126681961Revenue
DescriptionCARDIAC CARE IS THE SECOND LARGEST HOSPITAL-BASED SERVICE OF JOHN MUIR HEALTH. ACHIEVEMENTS IN 2011 INCLUDED: (1) THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION RECOGNIZED JOHN MUIR HEALTH'S CONCORD AND WALNUT CREEK MEDICAL CENTERS FOR PROVIDING OUTSTANDING CARE TO STROKE AND HEART DISEASE PATIENTS USING NATIONAL STANDARDS ESTABLISHED THROUGH THE GET WITH THE GUIDELINES PROGRAM. JOHN MUIR HEALTH'S MEDICAL CENTERS ARE THE ONLY HOSPITALS IN NORTHERN CALIFORNIA TO RECEIVE THE GOLD PLUS PERFORMANCE ACHIEVEMENT AWARD DISTINCTION IN BOTH HEART FAILURE AND STROKE AND TWO OF THE THREE HOSPITALS IN CALIFORNIA; (2) BOTH MEDICAL CENTERS HOLD THE HIGHEST LEVEL OF ACCREDITATION FROM THE SOCIETY OF CHEST PAIN CENTERS AND ARE DESIGNATED AS HIGH-RISK HEART ATTACK (STEMI) RECEIVING CENTERS BY THE COUNTY DEPARTMENT OF EMERGENCY MEDICAL SERVICES.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense89746736Expense
Revenue132017958Revenue
DescriptionWOMEN'S AND CHILDREN'S IS THE THIRD LARGEST PROGRAM WITHIN JOHN MUIR HEALTH. ACHIEVEMENTS IN 2011 INCLUDED; (1) REDUCED THE NUMBER OF TIMES CRITICALLY ILL NEWBORNS WERE TRANSFERRED TO OTHER HOSPITALS FOR PEDIATRIC SPECIALTY CARE AND MINOR SURGERIES BY ARRANGING FOR LOCAL CONSULTATIONS BY PEDIATRIC SPECIALISTS; (2) EXPERIENCED CONSISTENT GROWTH IN THE CENTER FOR WOMEN'S CONTINENCE AND PELVIC HEALTH RESULTING IN 70% OF PATIENTS REPORTING SUCCESSFUL TREATMENT WITHOUT INVASIVE SURGERY;(3) LAUNCHED THE PEDIATRIC NUTRITION PROGRAM OFFERING CONSULTATIONS, GROUP APPOINTMENTS AND COMMUNITY LECTURES ON PEDIATRIC NUTRITION TOPICS IN WALNUT CREEK AND BRENTWOOD; (4) IMPLEMENTED QUALITY IMPROVEMENT INITIATIVES INCLUDING DVT PROPHYLAXIS FOR GYN SURGERIES AND CASE TRACKING FOR SERIAL READMISSIONS FOR UROSEPSIS THROUGH THE CENTER FOR WOMEN'S CONTINENCE;(5) ESTABLISHED CHILD-FRIENDLY POLICIES TO SUPPORT PROCESSES FOR PEDIATRIC PATIENTS INCLUDING FAMILY CENTERED CARE, POLICIES FOR PROCEDURES AND ADMISSIONS TO JOHN MUIR HEALTH AND ACCOMMODATION FOR FAMILIES WHO HAVE CHILDREN ADMITTED TO THE HOSPITAL;(6) ADOPTED ELECTIVE LABOR INDUCTIONS ONLY FOR WOMEN >/= TO 39 WEEKS GESTATION PER RECOMMENDATIONS BY THE AMERICAN COLLEGE OF OBSTETRICS AND GYNECOLOGY.Description

Activity Other ActivityOther (2 entries)

ExpenseExpenseRevenueRevenueDescriptionDescription
221164341400138814CANCER SERVICES IS THE FOURTH LARGEST PROGRAM AT JOHN MUIR HEALTH. BUILT ON A STRONG FOUNDATION THAT COMBINES ADVANCED TECHNOLOGY, OUTSTANDING PATIENT OUTCOMES AND PERSONALIZED, COMPASSIONATE CARE, JOHN MUIR HEALTH IS ONE OF THE BAY AREA'S MOST RESPECTED AND PROGRESSIVE CENTERS FOR CANCER CARE. JOHN MUIR HEALTH HAS A THREE-YEAR ACCREDITATION WITH COMMENDATION AS AN INTEGRATED NETWORK CANCER PROGRAM FROM THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER, A CONSORTIUM OF PROFESSIONAL ORGANIZATIONS DEDICATED TO IMPROVING SURVIVAL AND QUALITY OF LIFE FOR CANCER PATIENTS. JOHN MUIR HEALTH IS ALSO ONE OF FOUR INSTITUTIONS NATIONWIDE TO BE RECOGNIZED AS A CERTIFIED QUALITY BREAST CENTER OF EXCELLENCE BY THE NATIONAL CONSORTIUM OF BREAST CANCERS AND IS ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS/COMMISSION ON CANCER AS A NATIONALLY ACCREDITED PROGRAM OF BREAST CENTERS (NAPBC). IN 2011, WE OPENED THE THERESA M. CAYGILL BREAST HEALTH CENTER AT JOHN MUIR MEDICAL CENTER, WALNUT CREEK, WHICH AUGMENTS EXISTING SERVICES BY OFFERING COMPREHENSIVE BREAST HEALTH INFORMATION AND RESOURCES IN ONE CONVENIENT LOCATION FOR THE COMMUNITY, PATIENTS AND THEIR FAMILIES. FOR THE COMMUNITY, JOHN MUIR HEALTH PROVIDES FREE BREAST CANCER SCREENING AND DIAGNOSTIC SERVICES THROUGH CALIFORNIA'S EVERY WOMAN COUNTS PROGRAM, WHICH IS ADMINISTERED AT JOHN MUIR MEDICAL CENTER, CONCORD'S BREAST HEALTH CENTER.
152941049
FieldValueIRS element (for citing)
Total Of Other Program Service Exp374105390TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev400138814TotalOfOtherProgramServiceRev
Total Program Service Expense1008472822TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Financial Stmt Attached1FinancialStmtAttached
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096772NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees5935NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members10NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure1WrittenPolicyOrProcedure
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MICHAEL MOODYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9259393000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11400 TREAT BLVDAddressLine1
CityWALNUT CREEKCity
StateCAState
ZIP Code94597ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
CATHERINE O KUTSURIS
CHAIR5.00XX000
DAVID L GOLDSMITH
VICE CHAIR5.00XX000
MALCOLM MCAULEY
TREASURER5.00XX000
PHILIP J BATCHELOR
DIRECTOR5.00X000
STEPHEN L DAVENPORT
ASSISTANT SECRETARY5.00XX000
MARILYN M GARDNER
DIRECTOR5.00X000
WILLIAM F CRONK
DIRECTOR5.00X000
THOMAS G RUNDALL PHD
SECRETARY5.00XX000
RONALD K MULLIN
DIRECTOR5.00X000
STUART B SHIKORA MD
DIRECTOR5.00X000
F RYAN ANDERSON MD
DIRECTOR5.00X000
SAN S YUAN MD
DIRECTOR5.00X000
CALVIN KNIGHT
PRESIDENT/CEO/DIRECTOR60.00XX6684380385552
ROBERT E EDMONDSON
DIRECTOR5.00X000
DEBORAH L KERLIN MD
DIRECTOR5.00X000
MICHAEL MOODY
CFO60.00X5539130252661
PAUL SWENSON
EXECUTIVE VP OPERATIONS60.009725230369385X
JANE WILLEMSEN
CAO60.006795710361643X
MICHAEL THOMAS
CAO60.005583360395371X
KENNETH MEEHAN
EXECUTIVE VP OPERATIONS60.009907650510821X
ERIC SAFF
SR. VP CIO60.005096230224245X
NEIL MILLER
VP BUS DEVELOPMENT60.005002220213033X
ALICE VILLANUEVA
SR. VP HR60.004644530256811X
NANCY OLSON
SR. VP GENERAL COUNSEL60.004733720221717X
MICHAEL MONALDO
VP FACILITIES DEVELOP & CORP REAL ESTATE60.004109530187672X
J KENDALL ANDERSON
DIRECTOR60.002479250010480X
FieldValueIRS element (for citing)
Total Reportable Comp From Org9261419TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation3389391TotalOtherCompensation
Number Individuals GT100 K2114NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MEDICAL ANESTHESIA CONSULTANTS MEDICAL
PO BOX 512107LOS ANGELESCA90051MEDICAL SERVICES4281930
CROSS COUNTRY STAFFING
LA LOCKBOX FILE 50941LOS ANGELESCA90074STAFFING SERVICES3815224
NURSEFINDERS
PO BOX 910738DALLASTX75391STAFFING SERVICES3373953
ARUP LABORATORIES
PO BOX 2794SALT LAKE CITYUT84127MEDICAL SERVICES2164667
BAY AREA ACUTE
PO BOX 749959LOS ANGELESCA90074MEDICAL SERVICES2136467
FieldValueIRS element (for citing)
Number Of Contractors GT100 K101NumberOfContractorsGT100K
Fundraising Events39600FundraisingEvents
Related Organizations27453181RelatedOrganizations
Total Contributions27492781TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PATIENT REVENUE900099925281208925281208
MEDICARE REVENUE900099230101352230101352
PREMIUM REVENUE90009967431466743146
FieldValueIRS element (for citing)
Total Program Service Revenue1162125706TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column15401406TotalRevenueColumn
Exclusion$15,401,406ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real7359717Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real821760Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real6537957Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column6537957TotalRevenueColumn
Exclusion$6,537,957ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities345835835Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities328120429Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities17715406Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column17715406TotalRevenueColumn
Related Or Exempt Function Income17715406RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events163498GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events39600CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses54196FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column109302TotalRevenueColumn
Exclusion$109,302ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER OPERATING REVENUDescription
Business Code900099BusinessCode
Total Revenue Column24150827TotalRevenueColumn
Related Or Exempt Function Income16680016RelatedOrExemptFunctionIncome
Unrelated Business Revenue7470811UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue24150827TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1253533385TotalRevenueColumn
Related Or Exempt Function Income1196521128RelatedOrExemptFunctionIncome
Unrelated Business Revenue7470811UnrelatedBusinessRevenue
Exclusion$22,048,665ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1502693Total
Program Services1502693ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total489862392Total
Program Services446423388ProgramServices
Management And General43439004ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total27926619Total
Program Services24721777ProgramServices
Management And General3204842ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total100227247Total
Program Services88401150ProgramServices
Management And General11826097ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total24462590Total
Program Services21883966ProgramServices
Management And General2578624ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3360201Total
Program Services1215581ProgramServices
Management And General2144620ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total455433Total
Program Services228692ProgramServices
Management And General226741ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total16873235Total
Program Services16095121ProgramServices
Management And General778114ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1526855Total
Program Services1318449ProgramServices
Management And General208406ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total16558765Total
Program Services16558765ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total60628842Total
Program Services56941974ProgramServices
Management And General3686868ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total6804703Total
Program Services3475989ProgramServices
Management And General3328714ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SUPPLIES1335286851314740612054624
PURCHASED SERVICES1130646307620098836863642
BAD DEBT EXPENSE6192981661929816
PROFESSIONAL FEES41675197403159871359210

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total52511134Total
Program Services19784425ProgramServices
Management And General32726709ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1152899037Total
Program Services1008472822ProgramServices
Management And General144426215ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY45803917BOY
EOY56707883EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY173512530BOY
EOY221115614EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY6324361BOY
EOY6449109EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY18346038BOY
EOY19126301EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1418840543LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec484456387LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY939846362BOY
EOY934384156EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY697623422BOY
EOY668605188EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY86746184BOY
EOY75237953EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1968202814BOY
EOY1981626204EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY200504887BOY
EOY175301868EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY521887942BOY
EOY515128142EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY217357672BOY
EOY233820533EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY939750501BOY
EOY924250543EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1026989999BOY
EOY1056463407EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1462314BOY
EOY912254EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1028452313BOY
EOY1057375661EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1968202814BOY
EOY1981626204EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses100634348ReconcilationRevenueExpenses
Reconcilation Other Changes-71711000ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed0FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance37397465BeginningOfYearBalance
Contributions4810336Contributions
Investment Earnings Or Losses10029InvestmentEarningsOrLosses
Other Expenditures25214927OtherExpenditures
End Of Year Balance17002903EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance28132000BeginningOfYearBalance
Contributions9915590Contributions
Investment Earnings Or Losses599321InvestmentEarningsOrLosses
Other Expenditures1249446OtherExpenditures
End Of Year Balance37397465EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance33638031BeginningOfYearBalance
Contributions12706231Contributions
Investment Earnings Or Losses1333441InvestmentEarningsOrLosses
Other Expenditures19545703OtherExpenditures
End Of Year Balance28132000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance33409949BeginningOfYearBalance
Contributions3165122Contributions
Investment Earnings Or Losses-2340525InvestmentEarningsOrLosses
Other Expenditures596515OtherExpenditures
End Of Year Balance33638031EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.27000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.73000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis31461458OtherCostOrOtherBasis
Book Value31461458BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis918181257OtherCostOrOtherBasis
Depreciation226409214Depreciation
Book Value691772043BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis7044480OtherCostOrOtherBasis
Depreciation1582832Depreciation
Book Value5461648BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis447156485OtherCostOrOtherBasis
Depreciation256464341Depreciation
Book Value190692144BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis14996863OtherCostOrOtherBasis
Book Value14996863BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings934384156TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
WORKERS COMPENSATION$38,292,748
PENSION LIABILITY$86,358,196
POST RETIREMENT COMP BENEFITS$47,221,687
OTHER NON-CURRENT LIABILITIES$61,947,902
FieldValueIRS element (for citing)
Total Of Amounts233820533TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:Identifier
Return ReferencePART V, LINE 4:ReturnReference
ExplanationTHE ORGANIZATION'S ENDOWMENT FUNDS (TERM AND PERMANENT) HELD BY THE JOHN MUIR HEALTH FOUNDATION ARE USED FOR RESTRICTED PURPOSES AS DIRECTED BY THE DONOR UPON RECEIPT OF THEIR DONATION. INCOME EARNED FROM PERMANENT ENDOWMENT FUNDS WITHOUT RESTRICTION AS TO PURPOSE ARE USED TO SUPPORT PATIENT CARE PROGRAMS AND SERVICES OF JOHN MUIR HEALTH. TERM ENDOWMENTS AND INCOME EARNED FROM OTHER PERMANENT ENDOWMENTS ARE RESTRICTED BY THE DONOR FOR USE IN PROGRAMS INCLUDING NURSING EDUCATION, CARDIAC CARE EQUIPMENT, RADIATION ONCOLOGY, WOMEN'S HEALTH CENTER EDUCATION, AND THE JOHN MUIR HEALTH BUILDING PROGRAM.Explanation

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegion
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConducted
Total Expenditures65498873TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent65498873SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent65498873TotalAmountSpent
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries0BoycottCountries

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1
Gross Receipts Event1203098GrossReceiptsEvent1
Charitable Contributions Event139600CharitableContributionsEvent1
Gross Revenue Event1163498GrossRevenueEvent1
Rent Facility Costs Event145396RentFacilityCostsEvent1
Other Direct Expenses Event18800OtherDirectExpensesEvent1
Gross Receipts Total203098GrossReceiptsTotal
Charitable Contributions Total39600CharitableContributionsTotal
Gross Revenue Total Events163498GrossRevenueTotalEvents
Rent Facility Costs Total Events45396RentFacilityCostsTotalEvents
Other Direct Expenses Total Events8800OtherDirectExpensesTotalEvents
Direct Expense Summary Events54196DirectExpenseSummaryEvents
Net Income Summary109302NetIncomeSummary

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free Care1FPGReferenceFreeCare

Other Percentage OtherPercentage

FieldValueIRS element (for citing)
OtherXOther
Free Other Percentage400.000000000000FreeOtherPercentage
FieldValueIRS element (for citing)
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent350XPcent350
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget1ExpensesExceededBudget
Unable To Provide Care0UnableToProvideCare
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense20134198TotalCommunityBenefitExpense
Net Community Benefit Expense20134198NetCommunityBenefitExpense
Percent Of Total Expense0.01750PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense17860213TotalCommunityBenefitExpense
Net Community Benefit Expense17860213NetCommunityBenefitExpense
Percent Of Total Expense0.01550PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense37994411TotalCommunityBenefitExpense
Net Community Benefit Expense37994411NetCommunityBenefitExpense
Percent Of Total Expense0.03300PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense9976366TotalCommunityBenefitExpense
Direct Offsetting Revenue434455DirectOffsettingRevenue
Net Community Benefit Expense9541911NetCommunityBenefitExpense
Percent Of Total Expense0.00830PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense2934973TotalCommunityBenefitExpense
Direct Offsetting Revenue29375DirectOffsettingRevenue
Net Community Benefit Expense2905598NetCommunityBenefitExpense
Percent Of Total Expense0.00250PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense1115831TotalCommunityBenefitExpense
Net Community Benefit Expense1115831NetCommunityBenefitExpense
Percent Of Total Expense0.00100PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense818113TotalCommunityBenefitExpense
Net Community Benefit Expense818113NetCommunityBenefitExpense
Percent Of Total Expense0.00070PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense2881775TotalCommunityBenefitExpense
Net Community Benefit Expense2881755NetCommunityBenefitExpense
Percent Of Total Expense0.00250PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense17727058TotalCommunityBenefitExpense
Direct Offsetting Revenue463830DirectOffsettingRevenue
Net Community Benefit Expense17263208NetCommunityBenefitExpense
Percent Of Total Expense0.01500PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense55721469TotalCommunityBenefitExpense
Direct Offsetting Revenue463830DirectOffsettingRevenue
Net Community Benefit Expense55257619NetCommunityBenefitExpense
Percent Of Total Expense0.04800PercentOfTotalExpense

Leadership Development LeadershipDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense117932TotalCommunityBuildingExpense
Net Community Building Expense117932NetCommunityBuildingExpense
Percent Of Total Expense0.00010PercentOfTotalExpense

Coalition Building CoalitionBuilding

FieldValueIRS element (for citing)
Total Community Building Expense6000TotalCommunityBuildingExpense
Net Community Building Expense6000NetCommunityBuildingExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense510253TotalCommunityBuildingExpense
Net Community Building Expense510253NetCommunityBuildingExpense
Percent Of Total Expense0.00040PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense634185TotalCommunityBuildingExpense
Net Community Building Expense634185NetCommunityBuildingExpense
Percent Of Total Expense0.00050PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReported
Bad Debt Expense$61,929,816BadDebtExpenseAmount
Amount Reimbursed By Medicare230101352AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare401631856CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-171530504MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (5 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivityOrganization Profit Or OwnershipOrganizationProfitOrOwnershipOfficers Etc Profit Or OwnershipOfficersEtcProfitOrOwnershipPhysicans Profit Or OwnershipPhysicansProfitOrOwnership
1 ASPEN SURGERY CENTERLLC
OPERATES A MULTISPECIALTY AMBULATORY SURGERY CENTER0.330000.010000.43000
2 BRENTWOOD SURGERY CENTERLLC
OPERATES A MULTISPECIALTY AMBULATORY SURGERY CENTER0.380000.000000.35000
3 MT DIABLO SURGERY CENTERLLC
OPERATES AN AMBULATORY SURGERY CENTER0.320000.000000.47000
4 MUIRDIABLO OCCUPATIONAL
OPERATES AN OUTPATIENT OCCUPATIONAL HEALTH CLINIC0.500000.000000.50000
5 CONTRA COSTA SLEEP CENTERLLC
OPERATES A NATIONALLY ACCREDITED SLEEP CENTER0.140000.000000.86000
FieldValueIRS element (for citing)
Number Of Hospital Facilities2NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)

Facility NumberFacilityNumberAddress Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalEr24 HoursEr24Hours
JOHN MUIR MEDICAL CENTER WALNUT CREEK
11601 YGNACIO VALLEY ROADWALNUT CREEKCA94598XXX
JOHN MUIR MEDICAL CENTER CONCORD
22540 EAST STREETCONCORDCA94520XXX

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)

Hospital Facility NumberHospitalFacilityNumberEligibility Criteria ExplainedEligibilityCriteriaExplainedUses FPG FreeUsesFPGFreeFPG Free PercentFPGFreePercentUses FPG DiscountedUsesFPGDiscountedFPG Discount PercentFPGDiscountPercentExplains BasisExplainsBasisIncome LevelIncomeLevelAsset LevelAssetLevelMedical IndigencyMedicalIndigencyInsurance StatusInsuranceStatusUninsured DiscountUninsuredDiscountMedicaid MedicareMedicaidMedicareState RegulationStateRegulationExplains Application MethodExplainsApplicationMethodIncludes Publicity MeasuresIncludesPublicityMeasuresPosted On WebsitePostedOnWebsiteAttached To InvoicesAttachedToInvoicesPosted In Emergency RoomPostedInEmergencyRoomPosted In Admission OfficePostedInAdmissionOfficeAvailable On RequestAvailableOnRequestOther PublicityOtherPublicityActions On NonpaymentActionsOnNonpaymentCollection ActivitiesCollectionActivitiesNondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicyUsed Other MethodUsedOtherMethodAmounts Generally BilledAmountsGenerallyBilledGross ChargesGrossCharges
JOHN MUIR MEDICAL CENTER WALNUT CREEK
111400.0000000000001350.0000000000001XXXXXXX11XXXXXX101X00
JOHN MUIR MEDICAL CENTER CONCORD
211400.0000000000001350.0000000000001XXXXXXX11XXXXX101X00

Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)

ExplanationExplanationIdentifierIdentifierReturn ReferenceReturnReference
PART I, LINE 3C: THE MAJORITY OF CHARITY CARE IS GIVEN BASED EITHER ON THE FEDERAL POVERTY GUIDELINES ("FPG") AS CALCULATED FROM DOCUMENTATION AND STATEMENTS MADE ON AN INTERNAL JOHN MUIR HEALTH CHARITY CARE APPLICATION, OR ON THE FPG AS ESTIMATED BY A CONTRACTED THIRD PARTY. THE THIRD PARTY HAS DEVELOPED AN ALGORITHM BASED ON ESTIMATED HOUSEHOLD INCOME, WHICH IS THEN TRANSLATED INTO FPG FOR THE HOUSEHOLD. JOHN MUIR HEALTH HAS NO INPUT INTO THE CRITERIA USED FOR THE ALGORITHM, WHICH IS THE SAME CALCULATION USED BY THE CONTRACTED THIRD PARTY FOR ALL OF THEIR CLIENTS NATIONWIDE. OTHER CRITERIA USED IS BASED ON THE PATIENT'S ELIGIBILITY FOR LOW-INCOME PROGRAMS THAT HAVE THE SAME OR MORE STRICT (LOWER) INCOME CRITERIA AS THE JOHN MUIR HEALTH CHARITY CARE PROGRAM. THIS INCLUDES PATIENTS WHO ARE QUALIFIED WITHIN SIX MONTHS OF THE DATE OF SERVICE FOR THE CALIFORNIA MEDICAID (MEDI-CAL) PROGRAM, OR FOR THE COUNTY'S MEDICALLY INDIGENT PROGRAM. IN ADDITION TO FORMAL QUALIFICATION IN A RECOGNIZED PROGRAM SERVING THE LOW-INCOME AND INDIGENT POPULATION, CHARITY CARE IS ALSO EXTENDED TO PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS AND WHO HAVE BEEN DOCUMENTED IN THE MEDICAL RECORD AS BEING HOMELESS, OR HAVE A LACK OF HOUSING. CHARITY CARE IS ALSO APPLIED TO OUTSTANDING BALANCES FOR EMERGENCY SERVICES RENDERED TO DOCUMENTED MINOR AND ELDERLY VICTIMS OF ABUSE, BASED ON COMPASSION AS JOHN MUIR HEALTH HAS NO KNOWLEDGE OF THE CURRENT HOME ENVIRONMENT OF THESE PATIENTS. WE ALSO HAVE A PARTNERSHIP WITH A COMMUNITY PROGRAM, OPERATION ACCESS, WHICH SERVES THE LOW-INCOME INDIVIDUALS IN OUR COUNTY, TO PROVIDE FREE CARE ON A REFERRED, CASE-BY-CASE BASIS. OPERATION ACCESS HAS ALREADY PERFORMED THE SCREENING OF THEIR REFERRED PATIENTS FOR INCOME ELIGIBILITY. PART I, LINE 4: DOES THE ORGANIZATION'S POLICY PROVIDE FREE OR DISCOUNTED CARE TO THE "MEDICALLY INDIGENT". WE PROVIDE HEALTH CARE TO THE MOST VULNERABLE INDIVIDUALS OF OUR COMMUNITY REGARDLESS OF THEIR ABILITY TO PAY THROUGH OUR MEDICAL CENTERS IN WALNUT CREEK AND CONCORD AND THE BEHAVIORAL HEALTH CENTER. THIS INCLUDES THE CRITICAL EMERGENCY AND TRAUMA SERVICES AT OUR MEDICAL CENTER CAMPUSES. JOHN MUIR HEALTH HAS A NUMBER OF PROGRAMS TO HELP OUR PATIENTS WITH THEIR MEDICAL BILLS FOR SERVICES THEY RECEIVE AT ONE OF OUR MEDICAL CENTERS. THESE PROGRAMS INCLUDE A PATIENT ASSISTANCE PROGRAM TO ABSORB PART, OR ALL, OF THE BILL BASED ON INCOME AND OTHER PROGRAM GUIDELINES, ASSISTANCE ENROLLING IN A NUMBER OF INSURANCE PROGRAMS, AND EXTENDED PAYMENT PLANS.JOHN MUIR HEALTH MAY ALSO ASSIGN ACCOUNTS TO PRESUMPTIVE CHARITY, WITHOUT A PATIENT ASSISTANCE APPLICATION SUBMITTED BY THE PATIENT, BASED ON PREDETERMINED CRITERIA COLLECTED FROM APPROVED SOURCES. THIS CRITERIA INCLUDES:THE PATIENT HAVING DOCUMENTED IN HIS/HER MEDICAL RECORD AS BEING HOMELESS OR VERIFICATION RECEIVED THROUGH THE MEDICAL CENTER OR A FAMILY MEMBER THAT THE PATIENT IS CURRENTLY INCARCERATED.ORTHE PATIENT QUALIFIES FOR A GOVERNMENT PROGRAM WITH ELIGIBILITY REQUIREMENTS THAT REASONABLY MEET THE QUALIFICATIONS FOR THE JOHN MUIR HEALTH CHARITY CARE PROGRAM WITHIN SIX (6) MONTHS OF THE DATE THE PATIENT RECEIVED SERVICES AT THE MEDICAL CENTER.ORAFTER NORMAL COLLECTION EFFORTS HAVE NOT PRODUCED ANY PAYMENT, AND JOHN MUIR HEALTH HAS IDENTIFIED WITH REASONABLE EFFORT AND ASSURANCE THAT THE PATIENT'S ESTIMATED INCOME IS AT 250 PERCENT OR LESS OF THE FPL (FEDERAL POVERTY LEVEL).
PART I, LINE 7: JOHN MUIR 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 I, L7 COL(F): INCLUDED ON FORM 990, PART IX LINE 25 IS BAD DEBT EXPENSE TOTALING $61,929,816. THIS AMOUNT WAS EXCLUDED BEFORE CALCULATING THE PERCENTAGES FOUND IN COLUMN (F).
PART II: 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. JOHN MUIR HEALTH'S MEDICAL CENTERS ALSO SERVED MORE THAN 185,953 RESIDENTS THROUGH OUR COMMUNITY BENEFIT PROGRAMS IN 2011. THE VAST MAJORITY OF THESE PROGRAMS FOCUS ON HEALTH CARE, HEALTH EDUCATION, EARLY DETECTION AND EARLY INTERVENTION SERVICES. READ DESCRIPTIONS OF OUR PROGRAMS FOR VULNERABLE POPULATIONS AND EXCERPTS FROM THE PROGRAM EVALUATIONS AT WWW.JOHNMUIRHEALTH.COM.
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 COST IS DETERMINED USING THE COST-TO-CHARGE METHODOLOGY. 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 THE 2011 MEDICARE COST REPORT FILED WITH CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS).
PART III, LINE 9B: OTHER THAN SENDING STATEMENTS AND NOTIFICATIONS TO THE PATIENT, JOHN MUIR HEALTH DOES NOT CONDUCT PATIENT-OWED COLLECTIONS INTERNALLY. THESE TYPES OF FUNCTIONS ARE OUTSOURCED TO AN OUTSIDE AGENCY. THE COLLECTION POLICY IS IN THE FORM OF, AND INCORPORATED INTO, THE CONTRACT AGREEMENT WITH THE OUTSIDE AGENCY AS A FULL ADDENDUM TO THE CONTRACT, WITH A SEPARATE SIGNATURE LINE FOR JOHN MUIR HEALTH AND THE AGENCY AS PART OF THE ADDENDUM. IN ADDITION TO THE CUSTOMIZED, JOHN MUIR HEALTH COLLECTION GUIDELINES, THE ADDENDUM ALSO CONTAINS THE COLLECTION CRITERIA AND REQUIREMENTS FOUND IN CALIFORNIA LAW UNDER ASSEMBLY BILL 774.
PART V, SECTION B, LINE 19D: IF IT IS DETERMINED THAT A PATIENT IS ELIGIBLE FOR JOHN MUIR HEALTH'S FINANCIAL ASSISTANCE PLAN, ANY BILLS PREVIOUSLY SENT TO THAT PATIENT ARE RECALCULATED TO $0.JOHN MUIR MEDICAL CENTER WALNUT CREEK
PART V, SECTION B, LINE 19D: IF IT IS DETERMINED THAT A PATIENT IS ELIGIBLE FOR JOHN MUIR HEALTH'S FINANCIAL ASSISTANCE PLAN, ANY BILLS PREVIOUSLY SENT TO THAT PATIENT ARE RECALCULATED TO $0.JOHN MUIR MEDICAL CENTER CONCORD
PART VI, LINE 2: HOW DO WE DETERMINE THE NEEDS OF OUR COMMUNITY?AS PART OF THE CALIFORNIA SB697, WHICH REQUIRES REGULAR HEALTH SYSTEM/HOSPITAL COMMUNITY BENEFIT REPORTING, A COMPREHENSIVE COMMUNITY ASSESSMENT WAS COMPLETED IN 2010. THE ASSESSMENT WAS COMPLETED THROUGH A COLLABORATIVE PROCESS INITIATED BY THE HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA, COMMUNITY HOSPITALS IN CONTRA COSTA COUNTY AND THE COUNTY HEALTH SERVICE DEPARTMENT (CCHS). IT CAN BE FOUND AT WWW.JOHNMUIRHEALTH.COM AND WWW.CCHEALTH.ORG. IN ADDITION, JOHN MUIR HEALTH AND KAISER PERMANENTE JOINTLY CONDUCTED A SEPARATE SURVEY OF LOW INCOME RESIDENTS THROUGH SEVERAL COMMUNITY ORGANIZATIONS THAT SERVE VULNERABLE POPULATIONS. DURING 2011, JOHN MUIR HEALTH ALSO KEPT ABREAST OF CURRENT HEALTH ISSUES OF IMPORTANCE TO THE COMMUNITY THROUGH ACTIVE PARTICIPATION WITH VARIOUS COMMUNITY-BASED ORGANIZATIONS. THESE SOURCES OF INFORMATION PROVIDED INFORMATION REGARDING COMMUNITY HEALTH STATUS AND ALSO HELPED IDENTIFY EMERGING NEEDS IN THE SERVICE AREA POPULATION. COMBINED WITH THE COMMUNITY ASSESSMENTS, THE INFORMATION GATHERED CONTRIBUTED TO DEVELOPMENT OF OUR ANNUAL COMMUNITY BENEFIT PLAN. JOHN MUIR HEALTH IS ALSO FORTUNATE TO BENEFIT FROM THE INPUT AND EXPERTISE OF CONTRA COSTA COUNTY HEALTH SERVICES IN A NUMBER OF WAYS. CCHS IS A PARTICIPANT IN MANY OF OUR PARTNERSHIPS, INCLUDING OUR MOBILE HEALTH CLINIC, MOBILE DENTAL CLINIC, BEYOND VIOLENCE PROGRAM FOR TRAUMA PATIENTS, TEL-ASSURANCE REMOTE MONITORING FOR LOW INCOME SENIORS WITH CHRONIC ILLNESSES, FALL PREVENTION PROGRAM OF CONTRA COSTA, JOHN MUIR MEDICAL CENTER, CONCORD EMERGENCY DEPARTMENT REFERRAL LIAISON AND THE MONUMENT COMMUNITY PARTNERSHIP. MORE INFORMATION ON THESE PROGRAMS CAN BE FOUND AT WWW.JOHNMUIRHEALTH.COM.WHERE IS JOHN MUIR FOCUSING ITS COMMUNITY BENEFIT EFFORTS?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: THE PROGRAM MUST SERVE VULNERABLE POPULATIONS, DEFINED AS THOSE WITH EVIDENCED-BASED DISPARITIES IN HEALTH OUTCOMES, SIGNIFICANT BARRIERS TO CARE AND THE ECONOMICALLY DISADVANTAGED. PROGRAMS MUST BE DELIVERED THROUGH PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS, OTHER PROVIDERS, PUBLIC AGENCIES OR BUSINESS ORGANIZATIONS. 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 HEALTH HAS SIGNAGE POSTED IN PATIENT ACCESS AREAS/LOBBIES INFORMING PATIENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE FOR THEIR HEALTH CARE BILLS AND ELIGIBILITY SERVICES TO AID THE PATIENT IN QUALIFYING FOR AN APPROPRIATE ASSISTANCE PROGRAM.IN THE EMERGENCY DEPARTMENT, ALL PATIENTS RECEIVE A "PATIENT ASSISTANCE" BROCHURE, WHICH IDENTIFIES VARIOUS FINANCIAL ASSISTANCE PROGRAMS AVAILABLE TO THE PATIENT, INCLUDING THE JOHN MUIR HEALTH CHARITY CARE PROGRAM AS WELL AS PROGRAMS THROUGH GOVERNMENT AGENCIES (STATE, COUNTY, ETC). THE BROCHURE ALSO LISTS CONTACT INFORMATION FOR THESE PROGRAMS. PATIENTS IN THE EMERGENCY DEPARTMENT TALK TO A TRAINED FINANCIAL COUNSELOR, AND, IF APPROPRIATE, ARE ALSO ASKED TO SIGN A FORM ACKNOWLEDGING RECEIPT OF THE PATIENT ASSISTANCE MATERIALS, OR DECLINING TO ACCEPT THE MATERIAL. TRAINED FINANCIAL COUNSELORS ARE ALSO AVAILABLE FOR PATIENTS WHO DO NOT PRESENT FOR SERVICES THROUGH THE EMERGENCY DEPARTMENT. THE APPLICATION FORM AND A COPY OF THE POLICY FOR THE JOHN MUIR HEALTH CHARITY CARE PROGRAM IS ALSO AVAILABLE IN THE EMERGENCY DEPARTMENT AS WELL AS THE MAJOR PATIENT ACCESS AREAS AND THE BUSINESS OFFICE.NOTIFICATION THAT PROGRAMS, INCLUDING CHARITY CARE, ARE AVAILABLE IS ALSO PRINTED ON PATIENT BILLING STATMENTS, ACCOMPANIED BY THE ABILITY FOR A PATIENT TO REQUEST THE VARIOUS PROGRAM MATERIALS BE SENT TO HIS/HER HOME. CONTACT INFORMATION IS ALSO LISTED ON THE PATIENT STATMENT. INFORMATION ON THE HEALTH SYSTEM'S CHARITY CARE PROGRAM IS POSTED ON THE JOHN MUIR HEALTH INTERNET WEBSITE AS WELL.PATIENTS ADMITTED TO THE HOSPITAL, AND WHO HAVE NO THIRD PARTY INSURANCE LISTED, ARE INTERVIEWED BY TRAINED FINANCIAL COUNSELORS DURING THEIR HOSPITAL STAY TO INFORM THEM OF THE VARIOUS PROGRAMS WHICH ARE AVAILABLE, AND DETERMINE IF THE PATIENT WOULD LIKE ASSISTANCE TO OBTAIN ELIGIBILITY FOR THE STATE MEDICAID (MEDI-CAL) PROGRAM, STATE DISABILITY, CHARITY CARE OR OTHER AVAILABLE PROGRAMS IN THE COUNTY. THIS ELIGIBILITY ASSISTANCE, WHICH INCLUDES HELP IN FILLING OUT THE APPLICATIONS, GATHERING REQUIRED DOCUMENTS, AND TRANSPORTAION TO ELIGIBILITY APPOINTMENTS, IF NECESSARY, IS OFFERED AT NO CHARGE TO THE PATIENT. IN ADDITION, PATIENT ACCOUNTING REPRESENTATIVES MAY ALSO CONTACT PATIENTS AFTER DISCHARGE TO ASK ABOUT PAYMENT ARRANGEMENTS AND TO INFORM THEM OF THE CHARITY CARE PROGRAM IF THE PATIENT NEEDS ASSISTANCE IN PAYING FOR THE MEDICAL BILLS.
PART VI, LINE 4: HOW DO WE DEFINE OUR COMMUNITY? 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 A BACKUP TRAUMA CENTER FOR ALAMEDA COUNTY.USING THE FUNDING CRITERIA MENTIONED ABOVE, OUR PRIMARY COMMUNITY BENEFIT SERVICE AREA INCLUDES THE MONUMENT NEIGHBORHOOD 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: JOHN MUIR HEALTH IS A COMMUNITY-BASED ORGANIZATION, 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 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 APPROXIMATELY $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 NETWORK1350 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 9,500 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 BEHAVIORAL HEALTH CENTER2740 GRANT STREET, CONCORD, CAJOHN MUIR HEALTH OFFERS COMPLETE INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH PROGRAMS AND SERVICES THROUGH THE JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER, OUR FULLY ACCREDITED, 73-BED PSYCHIATRIC HOSPITAL LOCATED IN CONCORD. THE JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER OFFERS PSYCHIATRIC TREATMENT FOR ADULTS, CHILDREN AND ADOLESCENTS WHO EXPERIENCE EMOTIONAL OR BEHAVIORAL PROBLEMS. FOR THOSE WHO ARE DEPENDENT ON ALCOHOL OR DRUGS, WE OFFER A FULL ARRAY OF CHEMICAL DEPENDENCY TREATMENT PROGRAMS. JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER IS ACCREDITED BY THE JOINT COMMISSION. 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.
CAREPORTS FILED WITH STATESPART VI, LINE 7

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1JOHN MUIRMT DIABLO COMMUNITY HEALTH FUNDBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11399 YGNACIO VALLEY ROAD SUITE 36AddressLine1
CityWALNUT CREEKCity
StateCAState
ZIP Code94598ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient911788973EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant1502693AmountOfCashGrant
Method Of ValuationCASH VALUEMethodOfValuation
Purpose Of GrantCHF UTILIZES THESE FUNDS TO AWARD GRANTS TO OUTSIDE AGENCIES IN OUR COMMUNITIES TO FURTHER THE HEALTH OF THE COMMUNITY.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPSTypeOfGrant
Number Of Recipients14NumberOfRecipients
Amount Of Cash Grant49000AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: GRANTS MADE TO JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE ARE MONITORED IN ACCORDANCE WITH THE COMMUNITY HEALTH FUND'S ESTABLISHED PROCEDURES FOR MONITORING THE PERFORMANCE OF FUNDED ORGANIZATIONS. THE COMMUNITY HEALTH FUND REPORTS GRANT MAKING ACTIVITY TO A REPRESENTATIVE OF JOHN MUIR HEALTH'S BOARD OF DIRECTORS ON A PERIODIC BASIS. SCHOLARSHIPS MADE IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE ARE SUBJECT TO CONDITIONS ESTABLISHED TO ENSURE THAT INDIVIDUALS RECEIVING SCHOLARSHIPS ARE ADEQUATELY INVESTIGATED TO VERIFY THAT THEY ARE QUALIFIED RECIPIENTS. SCHOLARSHIPS MADE TO INDIVIDUALS ARE NOT MATERIAL IN NATURE AND DO NOT REQUIRE FURTHER MONITORING OF THE USE OF SCHOLARSHIP FUNDS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org1CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs1CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception1InitialContractException
Rebuttable Presumption Procedure1RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
CALVIN KNIGHT
58462200083816036283102272101053990000
MICHAEL MOODY
38168301619470102830223392029269080657401619470
PAUL SWENSON
509538044637801660703404920288930134190802963780
JANE WILLEMSEN
408491022044605063403322590293840104121402204460
MICHAEL THOMAS
3735260177116076940363380031991095370701771160
KENNETH MEEHAN
50953804749380628904777410330800150158603249380
ERIC SAFF
3463620155933073280193313030932073386801559330
NEIL MILLER
33496301475670176920197492015541071325501475670
ALICE VILLANUEVA
31125101391600140420232764024047072126401391600
NANCY OLSON
32077801406430119510195305026412069508901406430
MICHAEL MONALDO
272235012524301347501538820337900598625000
J KENDALL ANDERSON
241323089781901340108000104800248973007382110

Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1ATHE 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. ADDITIONALLY, FOR CERTAIN MEMBERS OF MANAGEMENT THAT ARE RECRUITED FROM OUTSIDE OF THE AREA A HOUSING ALLOWANCE CAN BE PROVIDED AS PART OF THE RECRUITMENT PROCESS. EACH RECRUITMENT IS EVALUATED ON A CASE-BY-CASE BASED ON THE CURRENT MARKET AND THE QUALIFICATIONS OF THE CANDIDATE TO DETERMINE WHETHER OR NOT THE INCLUSION OF A HOUSING ALLOWANCE WILL BE PART OF THE RECRUITMENT PACKAGE. 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 I, LINE 3THE CORPORATION, WITH THE OVERSIGHT AND APPROVAL OF THE COMPENSATION COMMITTEE OF THE 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 THE RESPECTIVE OPERATING UNITS WITHIN THE CORPORATION. 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. THE INCENTIVE PROGRAMS FOR THE MANAGEMENT OF JOHN MUIR 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.
PART I, LINE 4BJ. KENDALL ANDERSON $508,709 SERP DISTRIBUTION (INCLUDES $94,759 REPORTED AS DEFERRED IN 2010) KENNETH MEEHAN $138,254 SERP DEFERRAL PAUL SWENSON $ 18,589 SERP DEFERRAL JANE ANN WILLEMSEN $ 76,824 SERP DEFERRAL MICHAEL THOMAS $130,509 SERP DEFERRAL MICHAEL D MOODY $ 45,795 RESTORATION PLAN ERIC SAFF $ 36,704 RESTORATION PLAN NEIL A MILLER $ 41,888 RESTORATION PLAN NANCY OLSON $ 39,142 RESTORATION PLAN ALICE A VILLANUEVA $ 82,906 RESTORATION PLAN MICHAEL MONALDO $ 18,524 RESTORATION PLAN
PART I, LINE 6THE CORPORATION, WITH THE OVERSIGHT AND APPROVAL OF THE COMPENSATION COMMITTEE OF THE 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 THE RESPECTIVE OPERATING UNITS WITHIN THE CORPORATION. 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. THE INCENTIVE PROGRAMS FOR THE MANAGEMENT OF JOHN MUIR 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.
PART I, LINE 8IN 2011 CALVIN KNIGHT WAS HIRED AS JOHN MUIR HEALTH'S CHIEF EXECUTIVE OFFICER. IMMEDIATELY PRIOR TO ENTERING INTO THE CONTRACT WITH JOHN MUIR HEALTH, MR. KNIGHT WAS NOT A DISQUALIFIED PERSON WITH RESPECT TO THE ORGANIZATION AND HIS COMPENSATION ARRANGEMENT AS AN EMPLOYEE MEETS THE DEFINITION OF REGULATION SECTION 53.4958-4(A)(3).
PART IIISUPPLEMENTAL INFORMATION 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.SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY
680164610130911J842005-05-1050290253SEE PART VI000
CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY
680164610130911Y872006-06-14203016972SEE PART VI000
CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY
680164610130795UC92008-05-02145800000SEE PART VI000
CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY
680164610130795N862009-10-29101911852SEE PART VI000

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredTotal ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementOther Spent ProceedsOtherSpentProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapitalized InterestCapitalizedInterestCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionAmount UnspentAmountUnspent
1711500050290253908703644000487375501011
23109061321401160001235983172053521802011
14580000011552974975391441651641011
18850001019222591911852000199973171201137236

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyEngage Bond Counsel ContractsEngageBondCounselContractsAny Research AgreementsAnyResearchAgreementsPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
001000.000100.000101
001000.000100.000101
001000.000100.000101

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
000001
100000
010001
000000

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSCHEDULE K SUPPLENTAL INFORMATIONIdentifier
ExplanationPART I, LINE A, COLUMN (F) - TO PAY THE OUTSTANDING PRINCIPAL AMOUNT OF THE CITY OF WALNUT CREEK CERTIFICATES OF PARTICIPATION REFUNDING SERIES 1994, ORIGINALLY ISSUED 2/17/1994. PART I, LINE B, COLUMN (F) - THE BONDS WERE ISSUED FOR THE PURPOSE OF (I) FINANCING AND REFINANCING THE COST OF ACQUISITION, CONSTRUCTION, IMPROVEMENT, EQUIPPING, RENOVATION, REHABILITATION, REMODELING AND OTHER CAPITAL PROJECTS ON OR ABOUT THE JOHN MUIR MEDICAL CENTER-WALNUT CREEK CAMPUS, (II) FINANCING VARIOUS ROUTINE CAPITAL EXPENDITURES AND THE COST OF ACQUISITION OF EQUIPMENT TO BE LOCATED ON THE JOHN MUIR MEDICAL CENTER-CONCORD CAMPUS, (III) PROVIDING FOR PAYMENT OF A PORTION OF INTEREST ON THE BONDS, AND (IV) PAYING CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. PART I, LINE C, COLUMN (D) - 5/2/08 AND 5/13/08. PART I, LINE C, COLUMN (F) - 2008 A AND B TO (I) REFUND AND PAY IN FULL THE OUTSTANDING PRINCIPAL AMOUNT OF THE $100,000,000 AGGREGATE PRINCIPAL AMOUNT CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY INSURED REVENUE BONDS (JOHN MUIR HEALTH) SERIES 2006 B AND SERIES 2006 C (THE "SERIES 2006 BONDS") ORIGINALLY ISSUED 6/14/2006 AND (II) TO PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. 2008 C TO (I) REFUND AND PAY IN FULL THE VARIABLE RATE PORTION OF THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY $90,000,000 CERTIFICATES OF PARTICIPATION, JOHN MUIR/MT. DIABLO HEALTH SYSTEM (1997) ORIGINALLY ISSUED 10/29/1997, IN THE OUTSTANDING PRINCIPAL AMOUNT OF $44,000,000 AND (II) TO PAY CERTAIN COSTS INCURRED IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2008 C BONDS. PART I, LINE D, COLUMN (F) - THE BONDS WERE ISSUED FOR THE PURPOSES OF (1) FINANCING THE CONSTRUCTION, IMPROVEMENT, EQUIPPING, RENOVATION, REHABILITATION, REMODELING AND OTHER CAPITAL PROJECTS ON OR ABOUT THE JOHN MUIR MEDICAL CENTER - WALNUT CREEK CAMPUS AND ON OR ABOUT THE JOHN MUIR MEDICAL CENTER - CONCORD CAMPUS AND (2) PAYING CERTAIN COSTS OF ISSUANCE. PART III, LINE 3B AND 3D - JOHN MUIR HEALTH ENGAGES BOND COUNSEL IN CONNECTION WITH PUBLIC DEBT OFFERINGS OR REFINANCING, DURING WHICH BOND COUNSEL REVIEWS MANAGEMENT OR SERVICE CONTRACTS RELATED TO FINANCED PROPERTY. PART V - IN MAY 2012, JOHN MUIR HEALTH ENTERED INTO AN AGREEMENT WITH THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY (CSCDA) IN WHICH JOHN MUIR HEALTH COVENANTS TO COMPLY WITH THE REQUIREMENTS AND PROCEDURES SET FORTH IN THE CSCDA POST-ISSUANCE TAX COMPLIANCE PROCEDURES FOR TAX EXEMPT BONDS. JOHN MUIR HEALTH IS ASSESSING THE NEED TO ESTABLISH WRITTEN PROCEDURES IN CONNECTION WITH THE COVENANT TO COMPLY.Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonCALVIN KNIGHTNamePerson
Purpose Of LoanHOUSING RELOCATIONPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$250,000OriginalPrincipalAmount
Balance Due225000BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due225000TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

Sharing Of RevenuesSharingOfRevenuesRelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransaction
(no name)
0
WOMEN'S PRIMARY HEALTH PHYSICIANS
0COMMOM BOARD MEMBER758105CONTRACT FOR PROFESSIONAL SERVICES
BETA HEALTH CARE GROUP
0KEY EMPLOYEE IS BOARD MEMBER3812090CONTRACT FOR INSURANCE SERVICES
AMY ANDERSON
0SPOUSE OF A BOARD MEMBER127297EMPLOYEE
BAY AREA SURGICAL SPECIALIST
0BOARD MEMBER HAS OWNERSHIP INTEREST2867620CONTRACT FOR PROFESSIONAL SERVICES

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6MT. DIABLO HEALTHCARE DISTRICT AND JOHN MUIR ASSOCIATION HAVE THE RIGHT TO APPROVE CERTAIN SIGNIFICANT CORPORATE ACTIONS (AS DESCRIBED IN SCHEDULE O).
FORM 990, PART VI, SECTION A, LINE 7BTHE BYLAWS OF JOHN MUIR HEALTH PROVIDE THAT JOHN MUIR HEALTH MAY NOT, WITHOUT THE PRIOR WRITTEN CONSENT OF THE MT. DIABLO HEALTHCARE DISTRICT, A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA, AND THE JOHN MUIR ASSOCIATION, A CALIFORNIA NONPROFIT CORPORATION: (I) SELL, TRANSFER, OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL THE ASSETS OF JOHN MUIR HEALTH; (II) ISSUE A MEMBERSHIP IN JOHN MUIR HEALTH TO ANY PERSON OR ENTITY; (III) MERGE WITH ANY OTHER PERSON OR ENTITY, UNLESS JOHN MUIR HEALTH IS THE SURVIVING CORPORATION IN THE MERGER; OR (IV) AMEND SECTION 5.6 OF THE BYLAWS OF JOHN MUIR HEALTH (WHICH OBLIGATES JOHN MUIR HEALTH TO, AMONG OTHER THINGS, PROVIDE AT LEAST ONE MILLION DOLLARS ($1,000,000) ANNUALLY TO FUND CERTAIN COMMUNITY BENEFIT PROJECTS SPONSORED BY THE JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND).
FORM 990, PART VI, SECTION B, LINE 11THE 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 HEALTH WILL FILE THE FINAL FORM 990 AS REQUIRED.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, THE JOHN MUIR HEALTH ("JMH") BOARD CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM REQUIRED TO BE COMPLETED AND SIGNED. FOLLOWING DISTRIBUTION OF THE POLICY, THE GENERAL COUNSEL PROVIDES AN EDUCATIONAL SESSION RELATING TO BOARD MEMBER FIDUCIARY DUTIES AND 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, PRESIDENT/CEO 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 THE GENERAL COUNSEL, THE GOVERNANCE COMMITTEE, AND FOR CURRENT BOARD MEMBERS, THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE ANY POTENTIAL CONFLICTS DURING THE YEAR. AS QUESTIONS ABOUT POTENTIAL CONFLICTS ARISE DURING THE YEAR, THE GENERAL COUNSEL REVIEWS THEM WITH THE AFFECTED BOARD MEMBER, THE PRESIDENT/CEO AND THE BOARD CHAIR.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND KEY EMPLOYEES IS 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 19JOHN 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 SUBSIDIARIES. REQUESTS FOR THE PROVISION OF GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE DIRECTED TO OUR LEGAL DEPARTMENT FOR THE APPROPRIATE RESPONSE.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -45,658,000. CHANGE IN PENSION FUND LIABILITY -26,053,000. TOTAL TO FORM 990, PART XI, LINE 5: -71,711,000.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINES 3A AND 3B,IN 2012, JOHN MUIR HEALTH WAS NOTIFIED THAT A PORTION OF A GRANT RECEIVED FROM THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES IN 2011 IS FEDERALLY FUNDED. DUE TO THE TIMING OF THE NOTIFICATION IN 2012, JOHN MUIR HEALTH IS CURRENTLY ASSESSING THE AUDIT REQUIREMENTS RESULTING FROM THE RECEIPT OF A FEDERAL AWARD UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
JOHN MUIR HEALTH FOUNDATION
1400 TREAT BLVDWALNUT CREEKCA94597942650855SOLICITATION OF FUNDS FOR JOHN MUIR HEALTHCA501(C)(3)7N/A1
JOHN MUIR PHYSICIAN NETWORK
1400 TREAT BLVDWALNUT CREEKCA94597680360801PROVIDE CLINIC SERVICES & MANAGE HEALTHCARE RISK OPERATIONS WITH JOHN MUIRCA501(C)(3)11 TYPE IN/A1
JOHN MUIR BEHAVIORAL HEALTH
1400 TREAT BLVDWALNUT CREEKCA94597680249685PROVIDE BEHAVIORAL HEALTH SERVICES INCLUDING MENTAL HEALTH & SUBSTANCE ABUSECA501(C)(3)3N/A1
JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND
1400 TREAT BLVDWALNUT CREEKCA94597911788973PROVIDE GRANTS THAT ENHANCE HEALTHCARE SERVICES TO UNDERSERVEDCA501(C)(3)11 TYPE IIIN/A1

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
JOHN MUIR MAGNETIC IMAGING
1400 TREAT BLVDWALNUT CREEKCA94598680202020DIAGNOSTIC IMAGINGCAN/ARELATED2627362803170101
NEUROSCAN
115 LA CASA VIA STE 202WALNUT CREEKCA94598680017617DIAGNOSTIC IMAGINGCAN/ARELATED3128703968579901
BAY AREA SURGICAL VENTURES
30 S WACKER DR STE 2302CHICAGOIL60606203052802MEDICAL SERVICESCAN/ARELATED177027248293800

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityPercentage OwnershipPercentageOwnership
CARIDIAN PHYSICIAN SERVICES INC
700 YGNACIO VALLEY BLVDWALNUT CREEKCA94596680297913INACTIVECAN/AC1.00000
MT DIABLO PRACTICE MANAGEMENT
1400 TREAT BLVDWALNUT CREEKCA94597680031326INACTIVECAN/AC1.00000
JOHN MUIRMT DIABLO PARENT COMPANY
1400 TREAT BLVDWALNUT CREEKCA94597900060434INACTIVECAN/AC1.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (28 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
JOHN MUIR PHYSICIAN NETWORK
A2206945CASH VALUE
JOHN MUIR BEHAVIORAL HEALTH
A1083664CASH VALUE
JOHN MUIR HEALTH FOUNDATION
A123696CASH VALUE
JOHN MUIR MAGNETIC IMAGING
A254038CASH VALUE
NEUROSCAN
A114841CASH VALUE
JOHN MUIR PHYSICIAN NETWORK
K41000CASH VALUE
JOHN MUIR BEHAVIORAL HEALTH
K630144CASH VALUE
JOHN MUIR PHYSICIAN NETWORK
L36782598CASH VALUE
JOHN MUIR BEHAVIORAL HEALTH
L466322CASH VALUE
JOHN MUIR MAGNETIC IMAGING
L1460134CASH VALUE
NEUROSCAN
L2635677CASH VALUE
JOHN MUIR PHYSICIAN NETWORK
P14000CASH VALUE
JOHN MUIR MAGNETIC IMAGING
P128096CASH VALUE
BAY AREA SURGICAL VENTURES
A1595998CASH VALUE
JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND
B1502693CASH VALUE
JOHN MUIR PHYSICIAN NETWORK
J697512CASH VALUE
JOHN MUIR PHYSICIAN NETWORK
O2404576CASH VALUE
BAY AREA SURGICAL VENTURES
L19378CASH VALUE
NEUROSCAN
P290087CASH VALUE
BAY AREA SURGICAL VENTURES
P383825CASH VALUE
BAY AREA SURGICAL VENTURES
I1595998CASH VALUE
JOHN MUIR BEHAVIORAL HEALTH
I1083664CASH VALUE
JOHN MUIR HEALTH FOUNDATION
I123696CASH VALUE
JOHN MUIR MAGNETIC IMAGING
I254038CASH VALUE
NEUROSCAN
I114841CASH VALUE
JOHN MUIR PHYSICIAN NETWORK
I2206945CASH VALUE
JOHN MUIR HEALTH FOUNDATION
C26890935CASH VALUE
JOHN MUIR HEALTH FOUNDATION
N1244182CASH VALUE