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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T16:36:27-06:00 | 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 | 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 | 941461843 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR 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 | 2012-11-13 | 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 | 1582529770 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JOHNMUIRHEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5935 | TotalNbrEmployees |
| Total Nbr Volunteers | 1600 | TotalNbrVolunteers |
| Total Gross UBI | 7470811 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1268878 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1794009 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 27492781 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1146185471 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1162125706 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 53547881 | InvestmentIncomePriorYear |
| Investment Income Current Year | 33116812 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36333502 | OtherRevenuePriorYear |
| Other Revenue Current Year | 30798086 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1237860863 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1253533385 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1906408 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1502693 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 609300343 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 642478848 | 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 | 495026653 | OtherExpensePriorYear |
| Other Expenses Current Year | 508917496 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1106233404 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1152899037 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 131627459 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 100634348 | RevenuesLessExpensesCY |
| Total Assets BOY | 1968202814 | TotalAssetsBOY |
| Total Assets EOY | 1981626204 | TotalAssetsEOY |
| Total Liabilities BOY | 939750501 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 924250543 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1028452313 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1057375661 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE 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 Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 425127196 | Expense |
| Revenue | 417217406 | Revenue |
| Description | HOSPITAL 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 119493500 | Expense |
| Revenue | 126681961 | Revenue |
| Description | CARDIAC 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 89746736 | Expense |
| Revenue | 132017958 | Revenue |
| Description | WOMEN'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)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 221164341 | 400138814 | CANCER 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 374105390 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 400138814 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1008472822 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 1 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 772 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5935 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 0 | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| 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 BLVD | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94597 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 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 | |||
| 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 G 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 | ||||
| CALVIN KNIGHT | |||||||||
| PRESIDENT/CEO/DIRECTOR | 60.00 | X | X | 668438 | 0 | 385552 | |||
| ROBERT E EDMONDSON | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| DEBORAH L KERLIN MD | |||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||||
| MICHAEL MOODY | |||||||||
| CFO | 60.00 | X | 553913 | 0 | 252661 | ||||
| PAUL SWENSON | |||||||||
| EXECUTIVE VP OPERATIONS | 60.00 | 972523 | 0 | 369385 | X | ||||
| JANE WILLEMSEN | |||||||||
| CAO | 60.00 | 679571 | 0 | 361643 | X | ||||
| MICHAEL THOMAS | |||||||||
| CAO | 60.00 | 558336 | 0 | 395371 | X | ||||
| KENNETH MEEHAN | |||||||||
| EXECUTIVE VP OPERATIONS | 60.00 | 990765 | 0 | 510821 | X | ||||
| ERIC SAFF | |||||||||
| SR. VP CIO | 60.00 | 509623 | 0 | 224245 | X | ||||
| NEIL MILLER | |||||||||
| VP BUS DEVELOPMENT | 60.00 | 500222 | 0 | 213033 | X | ||||
| ALICE VILLANUEVA | |||||||||
| SR. VP HR | 60.00 | 464453 | 0 | 256811 | X | ||||
| NANCY OLSON | |||||||||
| SR. VP GENERAL COUNSEL | 60.00 | 473372 | 0 | 221717 | X | ||||
| MICHAEL MONALDO | |||||||||
| VP FACILITIES DEVELOP & CORP REAL ESTATE | 60.00 | 410953 | 0 | 187672 | X | ||||
| J KENDALL ANDERSON | |||||||||
| DIRECTOR | 60.00 | 2479250 | 0 | 10480 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 9261419 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3389391 | TotalOtherCompensation |
| Number Individuals GT100 K | 2114 | 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 |
|---|---|---|---|---|---|
| MEDICAL ANESTHESIA CONSULTANTS MEDICAL | |||||
| PO BOX 512107 | LOS ANGELES | CA | 90051 | MEDICAL SERVICES | 4281930 |
| CROSS COUNTRY STAFFING | |||||
| LA LOCKBOX FILE 50941 | LOS ANGELES | CA | 90074 | STAFFING SERVICES | 3815224 |
| NURSEFINDERS | |||||
| PO BOX 910738 | DALLAS | TX | 75391 | STAFFING SERVICES | 3373953 |
| ARUP LABORATORIES | |||||
| PO BOX 2794 | SALT LAKE CITY | UT | 84127 | MEDICAL SERVICES | 2164667 |
| BAY AREA ACUTE | |||||
| PO BOX 749959 | LOS ANGELES | CA | 90074 | MEDICAL SERVICES | 2136467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 101 | NumberOfContractorsGT100K |
| Fundraising Events | 39600 | FundraisingEvents |
| Related Organizations | 27453181 | RelatedOrganizations |
| Total Contributions | 27492781 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT REVENUE | 900099 | 925281208 | 925281208 |
| MEDICARE REVENUE | 900099 | 230101352 | 230101352 |
| PREMIUM REVENUE | 900099 | 6743146 | 6743146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1162125706 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15401406 | TotalRevenueColumn |
| Exclusion | $15,401,406 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7359717 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 821760 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6537957 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6537957 | TotalRevenueColumn |
| Exclusion | $6,537,957 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 345835835 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 328120429 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17715406 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17715406 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17715406 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 163498 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 39600 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 54196 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109302 | TotalRevenueColumn |
| Exclusion | $109,302 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER OPERATING REVENU | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 24150827 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16680016 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 7470811 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 24150827 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1253533385 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1196521128 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 7470811 | UnrelatedBusinessRevenue |
| Exclusion | $22,048,665 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1502693 | Total |
| Program Services | 1502693 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489862392 | Total |
| Program Services | 446423388 | ProgramServices |
| Management And General | 43439004 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27926619 | Total |
| Program Services | 24721777 | ProgramServices |
| Management And General | 3204842 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100227247 | Total |
| Program Services | 88401150 | ProgramServices |
| Management And General | 11826097 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24462590 | Total |
| Program Services | 21883966 | ProgramServices |
| Management And General | 2578624 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3360201 | Total |
| Program Services | 1215581 | ProgramServices |
| Management And General | 2144620 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455433 | Total |
| Program Services | 228692 | ProgramServices |
| Management And General | 226741 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16873235 | Total |
| Program Services | 16095121 | ProgramServices |
| Management And General | 778114 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1526855 | Total |
| Program Services | 1318449 | ProgramServices |
| Management And General | 208406 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16558765 | Total |
| Program Services | 16558765 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60628842 | Total |
| Program Services | 56941974 | ProgramServices |
| Management And General | 3686868 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6804703 | Total |
| Program Services | 3475989 | ProgramServices |
| Management And General | 3328714 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 133528685 | 131474061 | 2054624 |
| PURCHASED SERVICES | 113064630 | 76200988 | 36863642 |
| BAD DEBT EXPENSE | 61929816 | 61929816 | |
| PROFESSIONAL FEES | 41675197 | 40315987 | 1359210 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52511134 | Total |
| Program Services | 19784425 | ProgramServices |
| Management And General | 32726709 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1152899037 | Total |
| Program Services | 1008472822 | ProgramServices |
| Management And General | 144426215 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45803917 | BOY |
| EOY | 56707883 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173512530 | BOY |
| EOY | 221115614 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6324361 | BOY |
| EOY | 6449109 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18346038 | BOY |
| EOY | 19126301 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1418840543 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 484456387 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 939846362 | BOY |
| EOY | 934384156 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 697623422 | BOY |
| EOY | 668605188 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86746184 | BOY |
| EOY | 75237953 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1968202814 | BOY |
| EOY | 1981626204 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200504887 | BOY |
| EOY | 175301868 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 521887942 | BOY |
| EOY | 515128142 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217357672 | BOY |
| EOY | 233820533 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 939750501 | BOY |
| EOY | 924250543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1026989999 | BOY |
| EOY | 1056463407 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1462314 | BOY |
| EOY | 912254 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1028452313 | BOY |
| EOY | 1057375661 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1968202814 | BOY |
| EOY | 1981626204 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 100634348 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -71711000 | 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 0 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37397465 | BeginningOfYearBalance |
| Contributions | 4810336 | Contributions |
| Investment Earnings Or Losses | 10029 | InvestmentEarningsOrLosses |
| Other Expenditures | 25214927 | OtherExpenditures |
| End Of Year Balance | 17002903 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28132000 | BeginningOfYearBalance |
| Contributions | 9915590 | Contributions |
| Investment Earnings Or Losses | 599321 | InvestmentEarningsOrLosses |
| Other Expenditures | 1249446 | OtherExpenditures |
| End Of Year Balance | 37397465 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33638031 | BeginningOfYearBalance |
| Contributions | 12706231 | Contributions |
| Investment Earnings Or Losses | 1333441 | InvestmentEarningsOrLosses |
| Other Expenditures | 19545703 | OtherExpenditures |
| End Of Year Balance | 28132000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33409949 | BeginningOfYearBalance |
| Contributions | 3165122 | Contributions |
| Investment Earnings Or Losses | -2340525 | InvestmentEarningsOrLosses |
| Other Expenditures | 596515 | OtherExpenditures |
| End Of Year Balance | 33638031 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.27000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.73000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31461458 | OtherCostOrOtherBasis |
| Book Value | 31461458 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 918181257 | OtherCostOrOtherBasis |
| Depreciation | 226409214 | Depreciation |
| Book Value | 691772043 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7044480 | OtherCostOrOtherBasis |
| Depreciation | 1582832 | Depreciation |
| Book Value | 5461648 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 447156485 | OtherCostOrOtherBasis |
| Depreciation | 256464341 | Depreciation |
| Book Value | 190692144 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14996863 | OtherCostOrOtherBasis |
| Book Value | 14996863 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 934384156 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| WORKERS COMPENSATION | $38,292,748 |
| PENSION LIABILITY | $86,358,196 |
| POST RETIREMENT COMP BENEFITS | $47,221,687 |
| OTHER NON-CURRENT LIABILITIES | $61,947,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 233820533 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 65498873 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 65498873 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 65498873 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 203098 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 39600 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 163498 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 45396 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 8800 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 203098 | GrossReceiptsTotal |
| Charitable Contributions Total | 39600 | CharitableContributionsTotal |
| Gross Revenue Total Events | 163498 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 45396 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 8800 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 54196 | DirectExpenseSummaryEvents |
| Net Income Summary | 109302 | NetIncomeSummary |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
Other Percentage OtherPercentage
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Free Other Percentage | 400.000000000000 | FreeOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent350 | X | Pcent350 |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 20134198 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 20134198 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01750 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 17860213 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 17860213 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01550 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 37994411 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 37994411 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03300 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9976366 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 434455 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9541911 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00830 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2934973 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 29375 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2905598 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00250 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1115831 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1115831 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00100 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 818113 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 818113 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00070 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2881775 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 2881755 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00250 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 17727058 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 463830 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 17263208 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01500 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 55721469 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 463830 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 55257619 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04800 | PercentOfTotalExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 117932 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 117932 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 6000 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 6000 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 510253 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 510253 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 634185 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 634185 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $61,929,816 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 230101352 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 401631856 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -171530504 | 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 | 1 | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (5 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| 1 ASPEN SURGERY CENTERLLC | |||
| OPERATES A MULTISPECIALTY AMBULATORY SURGERY CENTER | 0.33000 | 0.01000 | 0.43000 |
| 2 BRENTWOOD SURGERY CENTERLLC | |||
| OPERATES A MULTISPECIALTY AMBULATORY SURGERY CENTER | 0.38000 | 0.00000 | 0.35000 |
| 3 MT DIABLO SURGERY CENTERLLC | |||
| OPERATES AN AMBULATORY SURGERY CENTER | 0.32000 | 0.00000 | 0.47000 |
| 4 MUIRDIABLO OCCUPATIONAL | |||
| OPERATES AN OUTPATIENT OCCUPATIONAL HEALTH CLINIC | 0.50000 | 0.00000 | 0.50000 |
| 5 CONTRA COSTA SLEEP CENTERLLC | |||
| OPERATES A NATIONALLY ACCREDITED SLEEP CENTER | 0.14000 | 0.00000 | 0.86000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Er24 HoursEr24Hours |
|---|---|---|---|---|---|---|---|
| JOHN MUIR MEDICAL CENTER WALNUT CREEK | |||||||
| 1 | 1601 YGNACIO VALLEY ROAD | WALNUT CREEK | CA | 94598 | X | X | X |
| JOHN MUIR MEDICAL CENTER CONCORD | |||||||
| 2 | 2540 EAST STREET | CONCORD | CA | 94520 | X | X | X |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Asset LevelAssetLevel | Medical IndigencyMedicalIndigency | Insurance StatusInsuranceStatus | Uninsured DiscountUninsuredDiscount | Medicaid MedicareMedicaidMedicare | State RegulationStateRegulation | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Posted On WebsitePostedOnWebsite | Attached To InvoicesAttachedToInvoices | Posted In Emergency RoomPostedInEmergencyRoom | Posted In Admission OfficePostedInAdmissionOffice | Available On RequestAvailableOnRequest | Other PublicityOtherPublicity | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Used Other MethodUsedOtherMethod | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIR MEDICAL CENTER WALNUT CREEK | |||||||||||||||||||||||||||
| 1 | 1 | 1 | 400.000000000000 | 1 | 350.000000000000 | 1 | X | X | X | X | X | X | X | 1 | 1 | X | X | X | X | X | X | 1 | 0 | 1 | X | 0 | 0 |
| JOHN MUIR MEDICAL CENTER CONCORD | |||||||||||||||||||||||||||
| 2 | 1 | 1 | 400.000000000000 | 1 | 350.000000000000 | 1 | X | X | X | X | X | X | X | 1 | 1 | X | X | X | X | X | 1 | 0 | 1 | X | 0 | 0 | |
Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)
| ExplanationExplanation | IdentifierIdentifier | Return 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. | ||
| CA | REPORTS FILED WITH STATES | PART VI, LINE 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1399 YGNACIO VALLEY ROAD SUITE 36 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94598 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 911788973 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 1502693 | AmountOfCashGrant |
| Method Of Valuation | CASH VALUE | MethodOfValuation |
| Purpose Of Grant | CHF UTILIZES THESE FUNDS TO AWARD GRANTS TO OUTSIDE AGENCIES IN OUR COMMUNITIES TO FURTHER THE HEALTH OF THE COMMUNITY. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 14 | NumberOfRecipients |
| Amount Of Cash Grant | 49000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| 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 | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
| PAUL SWENSON | |||||||||||||
| 509538 | 0 | 446378 | 0 | 16607 | 0 | 340492 | 0 | 28893 | 0 | 1341908 | 0 | 296378 | 0 |
| JANE WILLEMSEN | |||||||||||||
| 408491 | 0 | 220446 | 0 | 50634 | 0 | 332259 | 0 | 29384 | 0 | 1041214 | 0 | 220446 | 0 |
| MICHAEL THOMAS | |||||||||||||
| 373526 | 0 | 177116 | 0 | 7694 | 0 | 363380 | 0 | 31991 | 0 | 953707 | 0 | 177116 | 0 |
| KENNETH MEEHAN | |||||||||||||
| 509538 | 0 | 474938 | 0 | 6289 | 0 | 477741 | 0 | 33080 | 0 | 1501586 | 0 | 324938 | 0 |
| ERIC SAFF | |||||||||||||
| 346362 | 0 | 155933 | 0 | 7328 | 0 | 193313 | 0 | 30932 | 0 | 733868 | 0 | 155933 | 0 |
| NEIL MILLER | |||||||||||||
| 334963 | 0 | 147567 | 0 | 17692 | 0 | 197492 | 0 | 15541 | 0 | 713255 | 0 | 147567 | 0 |
| ALICE VILLANUEVA | |||||||||||||
| 311251 | 0 | 139160 | 0 | 14042 | 0 | 232764 | 0 | 24047 | 0 | 721264 | 0 | 139160 | 0 |
| NANCY OLSON | |||||||||||||
| 320778 | 0 | 140643 | 0 | 11951 | 0 | 195305 | 0 | 26412 | 0 | 695089 | 0 | 140643 | 0 |
| MICHAEL MONALDO | |||||||||||||
| 272235 | 0 | 125243 | 0 | 13475 | 0 | 153882 | 0 | 33790 | 0 | 598625 | 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 (6 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. 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 3 | THE 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 4B | J. 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 6 | THE 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 8 | IN 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 III | SUPPLEMENTAL 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 EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY | |||||||
| 680164610 | 130911J84 | 2005-05-10 | 50290253 | SEE PART VI | 0 | 0 | 0 |
| CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY | |||||||
| 680164610 | 130911Y87 | 2006-06-14 | 203016972 | SEE PART VI | 0 | 0 | 0 |
| CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY | |||||||
| 680164610 | 130795UC9 | 2008-05-02 | 145800000 | SEE PART VI | 0 | 0 | 0 |
| CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY | |||||||
| 680164610 | 130795N86 | 2009-10-29 | 101911852 | SEE PART VI | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Other Spent ProceedsOtherSpentProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capitalized InterestCapitalizedInterest | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 17115000 | 50290253 | 908703 | 644000 | 48737550 | 1 | 0 | 1 | 1 | ||||
| 231090613 | 2140116 | 0 | 0 | 0 | 1 | 23598317 | 205352180 | 2011 | ||||
| 145800000 | 1155297 | 497539 | 144165164 | 1 | 0 | 1 | 1 | |||||
| 1885000 | 101922259 | 1911852 | 0 | 0 | 0 | 1 | 99973171 | 2011 | 37236 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 1 | 0 | 0 | 0.00010 | 0.00010 | 1 |
| 0 | 0 | 1 | 0 | 0 | 0.00010 | 0.00010 | 1 |
| 0 | 0 | 1 | 0 | 0 | 0.00010 | 0.00010 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K SUPPLENTAL INFORMATION | Identifier |
| Explanation | PART 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CALVIN KNIGHT | NamePerson |
| Purpose Of Loan | HOUSING RELOCATION | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $250,000 | OriginalPrincipalAmount |
| Balance Due | 225000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 225000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| Sharing Of RevenuesSharingOfRevenues | RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction |
|---|---|---|---|
| (no name) | |||
| 0 | |||
| WOMEN'S PRIMARY HEALTH PHYSICIANS | |||
| 0 | COMMOM BOARD MEMBER | 758105 | CONTRACT FOR PROFESSIONAL SERVICES |
| BETA HEALTH CARE GROUP | |||
| 0 | KEY EMPLOYEE IS BOARD MEMBER | 3812090 | CONTRACT FOR INSURANCE SERVICES |
| AMY ANDERSON | |||
| 0 | SPOUSE OF A BOARD MEMBER | 127297 | EMPLOYEE |
| BAY AREA SURGICAL SPECIALIST | |||
| 0 | BOARD MEMBER HAS OWNERSHIP INTEREST | 2867620 | CONTRACT FOR PROFESSIONAL SERVICES |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MT. 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 7B | THE 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 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 HEALTH WILL FILE THE FINAL FORM 990 AS REQUIRED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, 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 15 | COMPENSATION 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 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 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/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 FOUNDATION | ||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 942650855 | SOLICITATION OF FUNDS FOR JOHN MUIR HEALTH | CA | 501(C)(3) | 7 | N/A | 1 |
| JOHN MUIR PHYSICIAN NETWORK | ||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 680360801 | PROVIDE CLINIC SERVICES & MANAGE HEALTHCARE RISK OPERATIONS WITH JOHN MUIR | CA | 501(C)(3) | 11 TYPE I | N/A | 1 |
| JOHN MUIR BEHAVIORAL HEALTH | ||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 680249685 | PROVIDE BEHAVIORAL HEALTH SERVICES INCLUDING MENTAL HEALTH & SUBSTANCE ABUSE | CA | 501(C)(3) | 3 | N/A | 1 |
| JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND | ||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 911788973 | PROVIDE GRANTS THAT ENHANCE HEALTHCARE SERVICES TO UNDERSERVED | CA | 501(C)(3) | 11 TYPE III | N/A | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIR MAGNETIC IMAGING | ||||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94598 | 680202020 | DIAGNOSTIC IMAGING | CA | N/A | RELATED | 2627362 | 8031701 | 0 | 1 |
| NEUROSCAN | ||||||||||||
| 115 LA CASA VIA STE 202 | WALNUT CREEK | CA | 94598 | 680017617 | DIAGNOSTIC IMAGING | CA | N/A | RELATED | 3128703 | 9685799 | 0 | 1 |
| BAY AREA SURGICAL VENTURES | ||||||||||||
| 30 S WACKER DR STE 2302 | CHICAGO | IL | 60606 | 203052802 | MEDICAL SERVICES | CA | N/A | RELATED | 177027 | 2482938 | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| CARIDIAN PHYSICIAN SERVICES INC | |||||||||
| 700 YGNACIO VALLEY BLVD | WALNUT CREEK | CA | 94596 | 680297913 | INACTIVE | CA | N/A | C | 1.00000 |
| MT DIABLO PRACTICE MANAGEMENT | |||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 680031326 | INACTIVE | CA | N/A | C | 1.00000 |
| JOHN MUIRMT DIABLO PARENT COMPANY | |||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 900060434 | INACTIVE | CA | N/A | C | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | 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 | 1 | 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 | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (28 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JOHN MUIR PHYSICIAN NETWORK | ||
| A | 2206945 | CASH VALUE |
| JOHN MUIR BEHAVIORAL HEALTH | ||
| A | 1083664 | CASH VALUE |
| JOHN MUIR HEALTH FOUNDATION | ||
| A | 123696 | CASH VALUE |
| JOHN MUIR MAGNETIC IMAGING | ||
| A | 254038 | CASH VALUE |
| NEUROSCAN | ||
| A | 114841 | CASH VALUE |
| JOHN MUIR PHYSICIAN NETWORK | ||
| K | 41000 | CASH VALUE |
| JOHN MUIR BEHAVIORAL HEALTH | ||
| K | 630144 | CASH VALUE |
| JOHN MUIR PHYSICIAN NETWORK | ||
| L | 36782598 | CASH VALUE |
| JOHN MUIR BEHAVIORAL HEALTH | ||
| L | 466322 | CASH VALUE |
| JOHN MUIR MAGNETIC IMAGING | ||
| L | 1460134 | CASH VALUE |
| NEUROSCAN | ||
| L | 2635677 | CASH VALUE |
| JOHN MUIR PHYSICIAN NETWORK | ||
| P | 14000 | CASH VALUE |
| JOHN MUIR MAGNETIC IMAGING | ||
| P | 128096 | CASH VALUE |
| BAY AREA SURGICAL VENTURES | ||
| A | 1595998 | CASH VALUE |
| JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND | ||
| B | 1502693 | CASH VALUE |
| JOHN MUIR PHYSICIAN NETWORK | ||
| J | 697512 | CASH VALUE |
| JOHN MUIR PHYSICIAN NETWORK | ||
| O | 2404576 | CASH VALUE |
| BAY AREA SURGICAL VENTURES | ||
| L | 19378 | CASH VALUE |
| NEUROSCAN | ||
| P | 290087 | CASH VALUE |
| BAY AREA SURGICAL VENTURES | ||
| P | 383825 | CASH VALUE |
| BAY AREA SURGICAL VENTURES | ||
| I | 1595998 | CASH VALUE |
| JOHN MUIR BEHAVIORAL HEALTH | ||
| I | 1083664 | CASH VALUE |
| JOHN MUIR HEALTH FOUNDATION | ||
| I | 123696 | CASH VALUE |
| JOHN MUIR MAGNETIC IMAGING | ||
| I | 254038 | CASH VALUE |
| NEUROSCAN | ||
| I | 114841 | CASH VALUE |
| JOHN MUIR PHYSICIAN NETWORK | ||
| I | 2206945 | CASH VALUE |
| JOHN MUIR HEALTH FOUNDATION | ||
| C | 26890935 | CASH VALUE |
| JOHN MUIR HEALTH FOUNDATION | ||
| N | 1244182 | CASH VALUE |