BAKERSFIELD MEMORIAL HOSPITAL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BAKERSFIELD MEMORIAL HOSPITAL (EIN 95-1802779)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-05
- IRS object ID
- 201101259349301575
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T17:09:33-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 SECOND STREET SUITE 1400 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951802779 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bakersfield Memorial Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAKE | NameControl |
| Phone | 6613271792 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1888 | AddressLine1 |
| City | Bakersfield | City |
| State | CA | State |
| ZIP Code | 933011888 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jon Van Boening | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-05-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159635100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jon Van Boening | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 34th Street | AddressLine1 |
| City | Bakersfield | City |
| State | CA | State |
| ZIP Code | 93301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 283943165 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CHWHEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE MEDICAL AND HEALTHCARE SERVICES TO THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1668 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 2323158 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -451841 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3047283 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1025853 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 248651879 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 261609627 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1647035 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2326484 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1850581 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1842322 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 255196778 | TotalRevenuePriorYear |
| Total Revenue Current Year | 266804286 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 86742 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 160996 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 127364665 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 137203445 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 248047 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 101025124 | OtherExpensePriorYear |
| Other Expenses Current Year | 112619705 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 228476531 | TotalExpensesPriorYear |
| Total Expenses Current Year | 249984146 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 26720247 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16820140 | RevenuesLessExpensesCY |
| Total Assets BOY | 312328165 | TotalAssetsBOY |
| Total Assets EOY | 325887074 | TotalAssetsEOY |
| Total Liabilities BOY | 127115283 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 123865147 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 185212882 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 202021927 | NetAssetsOrFundBalancesEOY |
| Mission Description | BAKERSFIELD MEMORIAL HOSPITAL IS DEDICATED TO DELIVERING HEALTH SERVICES THAT ARE COMPASSIONATE, HIGH-QUALITY AND AFFORDABLE. WE PROMOTE HEALTHY LIFESTYLES AS AN INTEGRAL PART OF THE COMMUNITY WE SERVE, WITH A SPECIAL CONCERN FOR THE UNDERSERVED. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 182138501 | Expense |
| Grants | 160996 | Grants |
| Revenue | 211663064 | Revenue |
| Description | BAKERSFIELD MEMORIAL HOSPITAL'S MISSION IS TO CONTRIBUTE TO THE HEALTH OF THE COMMUNITY THROUGH THE PROVISION OF QUALITY SERVICES DELIVERED IN A COMPASSIONATE AND COST EFFECTIVE MANNER. THE HOSPITAL HAS 430 BEDS AND SERVICED PATIENTS AS FOLLOWS: OUTPATIENT VISITS OF 116,381; EMERGENCY VISITS OF 59,071; INPATIENT AND OUTPATIENT OPERATING ROOM CASES OF 8,430; AND INPATIENT AND OUTPATIENT CARDIAC PROCEDURES OF 6,394. BMH HAS A 24-HOUR EMERGENCY ROOM AND PROVIDES SERVICES TO BENEFICIARIES OF THE MEDICARE PROGRAM AS WELL AS A WIDE RANGE OF COMMERCIALLY INSURED. BMH ALSO PROVIDES SERVICES TO INDIVIDUALS WITHOUT THE ABILITY TO PAY - SERVICES FOR WHICH BMH RECEIVES NO REIMBURSEMENT FROM ANY OUTSIDE SOURCE. INPATIENT SERVICES: ACUTE MEDICAL/SURGICAL CARE/PSYCHIATRIC, SKILL NURSING; CANCER CENTER; CARDIOVASCULAR SURGERY; CARDIAC CATHETERIZATION LAB; EMERGENCY/QUICK CARE; INTENSIVE CARE; PHARMACY; SURGERY; SPEECH PATHOLOGY; SOCIAL SERVICES; RESPIRATORY CARE; PHYSICAL THERAPY; TRANSITIONAL CARE UNIT AND WOMEN AND INFANT CARE UNIT. OUTPATIENT SERVICES: AMBULATORY TREATMENT CENTER; CARDIAC REHABILITATION; CARDIOPULMONARY; DIAGNOSTIC IMAGING; LABORATORY; OUTPATIENT SURGERY CENTER; REHABILITATION SERVICES; AND WELLNESS/OCCUPATIONAL MEDICINE. SUPPORT SERVICES: CHAPLAINCY PROGRAM; EDUCATIONAL SERVICES; HEALTH SCIENCES LIBRARY; AS WELL AS SUPPORT, TIME AND MONEY TO ORGANIZATIONS AND INDIVIDUALS THROUGHOUT THE COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 23036943 | Expense |
| Grants | 0 | Grants |
| Revenue | 26185353 | Revenue |
| Description | CARDIOLOGY SERVICE LINE | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 20174049 | Expense |
| Grants | 0 | Grants |
| Revenue | 21558850 | Revenue |
| Description | ORTHOPEDICS SERVICE LINE | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 225349493 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | true | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 206 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1668 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN HOLBERT CONTROLLER | NamePerson |
| Telephone Number | 6613274647 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 34TH STREET | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Stephen T Clifford | |||||||||
| Director | 8.0 | X | 0 | 0 | 0 | ||||
| Dr John R Findley | |||||||||
| Director | 8.0 | X | 0 | 0 | 0 | ||||
| D Bradley Hannink | |||||||||
| Director | 8.0 | X | 0 | 0 | 0 | ||||
| Dr Susan P Helper | |||||||||
| Director | 8.0 | X | 0 | 0 | 0 | ||||
| Russell Judd | |||||||||
| Director | 8.0 | X | 0 | 586776 | 65218 | ||||
| Dr Javier Miro | |||||||||
| Director | 8.0 | X | 0 | 0 | 0 | ||||
| Dr Madan Mukhopadhyay | |||||||||
| Director | 8.0 | X | 0 | 0 | 0 | ||||
| Sandra Serrano | |||||||||
| Director | 8.0 | X | 0 | 0 | 0 | ||||
| Robert Noriega | |||||||||
| Secretary / Treasurer | 8.0 | X | 0 | 0 | 0 | X | |||
| Edward H Shuler | |||||||||
| Vice Chairman | 8.0 | X | 0 | 0 | 0 | X | |||
| Thomas W Smith | |||||||||
| Chairman | 8.0 | X | 0 | 0 | 0 | X | |||
| Jon Van Boening | |||||||||
| Service Area Leader | 40.0 | X | 0 | 572558 | 71973 | X | |||
| Jesica Hanson | |||||||||
| CFO | 40.0 | 204514 | 0 | 27087 | X | ||||
| Terri Church | |||||||||
| VP / CNE | 40.0 | 207863 | 0 | 19435 | X | ||||
| Sheri Comaianni | |||||||||
| VP / HR | 40.0 | 195513 | 0 | 16328 | X | ||||
| Dr Robert Marshall | |||||||||
| VP / MA | 40.0 | 280870 | 0 | 27317 | X | ||||
| Bruce Peters | |||||||||
| VP/COO | 40.0 | 262722 | 0 | 37011 | X | ||||
| Dr Rodney Mark Root | |||||||||
| VP/MA | 40.0 | 0 | 0 | 0 | X | ||||
| Whabong Anderson | |||||||||
| Registered Nurse | 40.0 | 264470 | 0 | 22264 | X | ||||
| Editha Lolin | |||||||||
| Registered Nurse | 40.0 | 249211 | 0 | 25564 | X | ||||
| David J Lozano | |||||||||
| Director of Pharmacy | 40.0 | 196710 | 0 | 28415 | X | ||||
| Karen J Simpson | |||||||||
| Registered Nurse | 40.0 | 201190 | 0 | 16036 | X | ||||
| Gena L Cook | |||||||||
| Registered Nurse | 40.0 | 180561 | 0 | 28714 | X | ||||
| Jim Eppink | |||||||||
| Former Key Employee | 141041 | 0 | 7087 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2384665 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1159334 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 392449 | TotalOtherCompensation |
| Number Individuals GT100 K | 224 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TRAVEL NURSE SOLUTIONS LLC | |||||
| 3500 BLUE LAKE DR SUITE 290 | BIRMINGHAM | AL | 35243 | Medical Services | 774154 |
| CROSS COUNTRY TRAVCORPS | |||||
| LA LOCKBOX FILE 50941 | LOS ANGELES | CA | 900740941 | Traveling Nurse Serv | 743873 |
| HARRISON MARKETING ADVERTISING | |||||
| 5001 CALIFORNIA AVE STE 209 | BAKERSFIELD | CA | 93309 | Advertising | 559378 |
| MICHAEL K BROWN LANDSCAPE INC | |||||
| 3541 ALKEN ST | BAKERSFIELD | CA | 93308 | Landscaping | 438649 |
| AUREUS NURSING LLC | |||||
| PO BOX 3037 | OMAHA | NE | 681030037 | Traveling Nurse Serv | 425535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 36 | NumberOfContractorsGT100K |
| Related Organizations | 747589 | RelatedOrganizations |
| All Other Contributions | 278264 | AllOtherContributions |
| Total Contributions | 1025853 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT REV/CHARITY CARE | 900099 | 177440445 | 177440445 | |
| MEDICARE/MEDICAID PAYMENTS | 900099 | 81547021 | 81547021 | |
| KERN HOME HEALTH RESOURCES | 621610 | 390891 | 390891 | |
| LABORATORY | 621500 | 2202360 | 2202360 | |
| MEDICAL OFFICE BUILDING RENTS | 621110 | 21909 | 21909 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7001 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7001 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 261609627 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1659615 | TotalRevenueColumn |
| Exclusion | $1,659,615 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2250 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2250 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2250 | TotalRevenueColumn |
| Exclusion | $2,250 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17449798 | Securities |
| Other | 355950 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16776929 | Securities |
| Other | 361950 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 672869 | Securities |
| Other | -6000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 666869 | TotalRevenueColumn |
| Exclusion | $666,869 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CAFETERIA REVENUE | 900099 | 816277 | $816,277 | |
| GIFT SHOP | 900099 | 490001 | $490,001 | |
| MANAGEMENT SERVICES (JV) | 541610 | 52500 | 52500 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 481294 | TotalRevenueColumn |
| Unrelated Business Revenue | 68298 | UnrelatedBusinessRevenue |
| Exclusion | $412,996 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1840072 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 266804286 | TotalRevenueColumn |
| Related Or Exempt Function Income | 259407267 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2323158 | UnrelatedBusinessRevenue |
| Exclusion | $4,048,008 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160996 | Total |
| Program Services | 160996 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1601699 | Total |
| Program Services | 1517367 | ProgramServices |
| Management And General | 81922 | ManagementAndGeneral |
| Fundraising | 2410 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27000 | Total |
| Program Services | 27000 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107814428 | Total |
| Program Services | 103165368 | ProgramServices |
| Management And General | 4487825 | ManagementAndGeneral |
| Fundraising | 161235 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6095452 | Total |
| Program Services | 5164979 | ProgramServices |
| Management And General | 914318 | ManagementAndGeneral |
| Fundraising | 16155 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14828351 | Total |
| Program Services | 12595839 | ProgramServices |
| Management And General | 2224379 | ManagementAndGeneral |
| Fundraising | 8133 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6836515 | Total |
| Program Services | 5786525 | ProgramServices |
| Management And General | 1025477 | ManagementAndGeneral |
| Fundraising | 24513 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392343 | Total |
| Management And General | 392343 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93761 | Total |
| Management And General | 93761 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102395 | Total |
| Management And General | 102395 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22080565 | Total |
| Program Services | 16522372 | ProgramServices |
| Management And General | 5548072 | ManagementAndGeneral |
| Fundraising | 10121 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1102423 | Total |
| Management And General | 1102423 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7627902 | Total |
| Program Services | 6837418 | ProgramServices |
| Management And General | 771826 | ManagementAndGeneral |
| Fundraising | 18658 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7797107 | Total |
| Program Services | 5847830 | ProgramServices |
| Management And General | 1949277 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3635147 | Total |
| Program Services | 3051284 | ProgramServices |
| Management And General | 583763 | ManagementAndGeneral |
| Fundraising | 100 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135386 | Total |
| Program Services | 50665 | ProgramServices |
| Management And General | 84417 | ManagementAndGeneral |
| Fundraising | 304 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282457 | Total |
| Program Services | 84737 | ProgramServices |
| Management And General | 197720 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5927105 | Total |
| Program Services | 5927105 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9104038 | Total |
| Program Services | 7727758 | ProgramServices |
| Management And General | 1376280 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750594 | Total |
| Program Services | 630527 | ProgramServices |
| Management And General | 115551 | ManagementAndGeneral |
| Fundraising | 4516 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 8997958 | 8997958 | ||
| LICENSES & TAXES | 267499 | 160003 | 107336 | 160 |
| DUES & SUBSCRIPTIONS | 368947 | 100748 | 266457 | 1742 |
| MEDICAL SUPPLIES | 40021885 | 40021885 | ||
| RECRUITING | 1044901 | 1044901 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2887292 | Total |
| Program Services | 971129 | ProgramServices |
| Management And General | 1916163 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249984146 | Total |
| Program Services | 225349493 | ProgramServices |
| Management And General | 24386606 | ManagementAndGeneral |
| Fundraising | 248047 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2550 | BOY |
| EOY | 3000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103319146 | BOY |
| EOY | 116813654 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39205064 | BOY |
| EOY | 32461624 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3143328 | BOY |
| EOY | 2274861 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3494394 | BOY |
| EOY | 3821291 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3912246 | BOY |
| EOY | 1408690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 278759494 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 153880107 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130562948 | BOY |
| EOY | 124879387 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18837182 | BOY |
| EOY | 21269797 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4677910 | BOY |
| EOY | 5095995 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4548921 | BOY |
| EOY | 17840775 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 624476 | BOY |
| EOY | 18000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312328165 | BOY |
| EOY | 325887074 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17199761 | BOY |
| EOY | 21284035 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299585 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35000000 | BOY |
| EOY | 35000000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74615937 | BOY |
| EOY | 67581112 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127115283 | BOY |
| EOY | 123865147 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181002723 | BOY |
| EOY | 198754952 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4140159 | BOY |
| EOY | 3196975 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70000 | BOY |
| EOY | 70000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185212882 | BOY |
| EOY | 202021927 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312328165 | BOY |
| EOY | 325887074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $17,974 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 17974 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II-B, LINE 1F | Identifier |
| Explanation | Lobbying expenditures paid by the Parent organization for annual membership dues where expenses are allocated to the hospital: American Hospital Association $1,300 Catholic Health Association $1,931 Hospital Association of So. Cal $14,743 ========== TOTAL $17,974 | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 70000 | Contributions |
| End Of Year Balance | 70000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4943176 | OtherCostOrOtherBasis |
| Book Value | 4943176 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 179069945 | OtherCostOrOtherBasis |
| Depreciation | 81793315 | Depreciation |
| Book Value | 97276630 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 88523380 | OtherCostOrOtherBasis |
| Depreciation | 69795820 | Depreciation |
| Book Value | 18727560 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6222993 | OtherCostOrOtherBasis |
| Depreciation | 2290972 | Depreciation |
| Book Value | 3932021 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 124879387 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INTEREST IN BAK MEM HOSP FDN | 3266975 | F |
| INVSTMENT IN HLTH RELATED ORGS | 14573800 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 17840775 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED PARTIES | $63,886,630 |
| OTHER NON-CURRENT LIABILITIES | $97,101 |
| PENSION PAYABLE | $3,572,381 |
| DEFERRED COMPENSATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 67581112 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, PART X, LINE 25 | The consolidated audited financial statements did not include a FIN 48 footnote disclosure as the liability was determined not material for reporting purposes. |
| Sch D, PART V, LINE 4 | Bakersfield Memorial Foundation, a related organization, holds a permanent endowment fund. The earnings on this endowment is used to fund nursing scholarships granted by the Foundation each year. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | false | ExpensesExceededBudget |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 5648 | PersonsServed |
| Total Community Benefit Expense | 4832765 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 934500 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3898265 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01620 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 43229 | PersonsServed |
| Total Community Benefit Expense | 62038421 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 50585842 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 11452579 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04750 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 48877 | PersonsServed |
| Total Community Benefit Expense | 66871186 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 51520342 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15350844 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06370 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 27961 | PersonsServed |
| Total Community Benefit Expense | 831253 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 60560 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 770693 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00320 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 38684 | PersonsServed |
| Total Community Benefit Expense | 910041 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 910041 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00380 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 23044 | PersonsServed |
| Total Community Benefit Expense | 546892 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 36961 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 509931 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00210 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 89689 | PersonsServed |
| Total Community Benefit Expense | 2288186 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 97521 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2190665 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00910 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 138566 | PersonsServed |
| Total Community Benefit Expense | 69159372 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 51617863 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 17541509 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07280 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 2385 | PersonsServed |
| Total Community Building Expense | 76420 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 76420 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 4963 | PersonsServed |
| Total Community Building Expense | 41552 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 41552 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 7348 | PersonsServed |
| Total Community Building Expense | 117972 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 117972 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $1,888,508 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 56072020 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 60218036 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -4146016 | 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 | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLENNIUM SURGERY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Ent Primary Activity | AMBULATORY SURGERY CENTER | DescriptionEntPrimaryActivity |
| Organization Profit Or Ownership | 0.60000 | OrganizationProfitOrOwnership |
| Officers Etc Profit Or Ownership | 0.00000 | OfficersEtcProfitOrOwnership |
| Physicans Profit Or Ownership | 0.40000 | PhysicansProfitOrOwnership |
Form990 Schedule H Part V Form990ScheduleHPartV
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bakersfield Memorial Hospital | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 34th St | AddressLine1 |
| City | Bakersfield | City |
| State | CA | State |
| ZIP Code | 93301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Income Based Criteria | Not applicable. Bakersfield Memorial Hospital (BMH) uses Federal Poverty Guidelines (FPG) to determine eligibility. | IncomeBasedCriteria |
| Annual Community Benefit Expln | The organization prepares a separate community benefit report. | AnnualCommunityBenefitExpln |
| Costing Method Used | For purposes of calculating the amounts provided in the table, BMH uses a cost accounting system that combines relative value units (RVU) and cost to charge ratios (CCR) to allocate costs to the patient level. The cost accounting system algorithm allocates total operating expenses to the procedure charge code level based upon an RVU for procedures that have been studied and assigned an RVU, or based upon a CCR for unstudied procedures that do not have an RVU assigned. When a CCR is used, the system calculates that CCR on a departmental specific basis at the hospital where the services were provided. The calculation is similar to the Worksheet 2 of Schedule H, Ratio of Patient Care Cost to Charges, except it is calculated on a departmental specific basis, not in the aggregate. The allocated procedure charge code level costs are then rolled up to the patient level based upon the billed procedure charge codes associated with those services provided to each specific patient. This is done for all patient segments including inpatient, outpatient, emergency department, private insurance, Medicaid, Medicare, uninsured and self pay. The cost accounting system is utilized to determine the unreimbursed cost of Medicaid and other means-tested government programs. The cost of charity care is calculated by applying the CCR derived from the cost accounting system on a per facility basis, to the charges incurred on patients that qualify for charity care at the respective facility. The actual cost is reported for other community benefit activities such as community health improvement services, community benefit operations, health professions education, subsidized health services, research and cash and in-kind donations. | CostingMethodUsed |
| Subsidized Health Services Expln | There were no costs attributable to a physician clinic included in subsidized health services in Part I table. | SubsidizedHealthServicesExpln |
| Percent Of Total Expense Expln | The amount of bad debt expense included on Form 990, Part IX, line 25, column (A) is $8,997,958 and has been subtracted for purposes of calculating the percentages in column (f). | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | The amount of the organization's bad debt at cost is determined by applying the CCR (see above) to patient charges that are deemed to be uncollectible. This amount represents the cost of services provided to patients who are unable or refuse to pay their bills and do not qualify for free or discounted care, government sponsored programs or other financial assistance, and are otherwise uninsured. Any portion of a patient bill remaining after applying financial, uninsured or other discounts or payments received on the account that are ultimately determined to be uncollectible are written off to bad debt. As noted in Part I, Line 3, BMH provides free or discounted care to uninsured or under-insured individuals at or below 500% of the Federal Poverty Level. BMH also provides patients options for prompt pay discounts, discounts for the medically indigent, and interest-free extended payment plans for patients who have demonstrated good faith and are cooperating in resolving their hospital bills. All accounts for eligible uninsured patients receive an automatic uninsured discount of 25% for patients seen at California facilities. The expected patient payment amount on the patient's bill reflects this discount. BMH makes every effort in determining if a patient qualifies for charity care upon admission. BMH follows CHW's financial assistance policy. CHW's financial assistance policy is communicated to patients upon admission and is available in the languages primarily spoken in the community. It is also posted in various common areas of the hospital and is provided upon billing if eligibility is not previously determined. Eligibility is reevaluated as needed and amounts are classified as charity as soon as eligibility is known. CHW also utilizes a Payment Assistance Rank Ordering (PARO) scoring system to assist in determining if a patient may qualify for charity care even though they have not applied for it. PARO is a methodology that applies consistent screening and application standards to all patients utilizing historical data to develop a predictive model for healthcare financial assistance. In its development, special attention was paid to those socio-economic factors that might adversely affect those patients deserving the most attention. Other criteria are also utilized to ensure that no services that have qualified as charity are reported as bad debt. As such, BMH does not believe that any amounts included in Part III, Line 2, are attributable to patients eligible under the organization's charity care policy. The following is an excerpt from CHW and its subordinate corporations' consolidated annual audited financial statements for the year ended June 30, 2010, related to accounts receivable and allowances for charity and doubtful accounts: Patient accounts receivable and net patient service revenue are reported at the net realizable amount from patients, third-party payors, and others for services rendered. BMH manages its collection risk by regularly reviewing its accounts and contracts and by providing appropriate allowances. Reserves for charity and uncollectible amounts have been established and are netted against patient accounts receivable in the consolidated balance sheet. | BadDebtFootnote |
| Shortfall As Community Benefit | BMH prepares Medicare cost reports in a manner that comports with Provider Reimbursement Manual (PRM) 15-1, 2150ff and PRM 15-2, 1000ff. As such, the following language per the PRM 15-1 describes the computation of costs per the Medicare Cost Report: Total allowable costs of a provider are apportioned between program beneficiaries and other patients so that the share borne by the program is based upon actual services received by program beneficiaries. The ratio of covered beneficiary charges to total patient charges for the services of each ancillary department is applied to the cost of the department. Added to this amount is the cost of routine services for program beneficiaries, determined on the basis of a separate average cost per diem for all patients for general routine patient care areas. Another factor to be considered is a separate average cost per diem for intensive care unit, coronary care unit, and other special care inpatient hospital units. CHW believes that the entire Medicare shortfall of $345.6 million, as reported below in Part VI, Line 7, constitutes community benefit. The IRS Community Benefit Standard includes the provision of care to the elderly and Medicare patients. Medicare shortfalls must be absorbed by CHW hospitals in order to continue treating the elderly in our communities. The hospitals provide care regardless of this shortfall and thereby relieve the federal government of the burden of paying the full cost for Medicare beneficiaries. This shortfall includes $4.1 million reported on Part III, Section B, Line 8, primarily for fee for service Medicare patients, as well as the unreimbursed portion of Medicare Managed Care and Medicare Capitated programs for BMH. | ShortfallAsCommunityBenefit |
| Debt Collection Policy | BMH ensures that patient accounts are processed fairly and consistently. BMH follows CHW's Patient Payment Assistance Policy. CHW's collection policy contains provisions that prohibit the collection of amounts due from patients who the organization knows qualify for charity care. Accounts with incorrect or incomplete demographic information are assigned to a collection agency if BMH or the billing company retained by CHW is unable to obtain an updated address through skip tracing or other means. For patients who have an application pending for either government-sponsored financial assistance or for assistance under CHW's Patient Payment Assistance Policy, or where the patient is attempting in good faith to settle an outstanding bill with the facility via payment plans, BMH will not knowingly send that patient's bill to an outside collection agency. Legal action will not be pursued to collect debts from patients who have qualified for charity or are cooperating in good faith to resolve their debt. BMH does not impose wage garnishments or liens on primary residences. On self-pay accounts that do not meet the criteria noted above, the initial determination of assignment to a collection agency will vary depending on the nature of the account with the final decision being at the discretion of each hospital patient financial assistance department. Upon assignment of such a patient account to a collection agency, CHW requires the agency to comply with the Fair Debt Collection Practices Act. | DebtCollectionPolicy |
| Number Of Facility Type Expln | NONE | NumberOfFacilityTypeExpln |
| Needs Assessment | Bakersfield Memorial Hospital utilizes the following methods to assess community needs and the effectiveness of our response to these challenges. Employees of the Department of Special Needs & Community Outreach serve on 11 different boards or committees that respond to a wide variety of community concerns. Each quarter all hospital exempt employees report the names of the community organizations, neighborhood groups, and related community health activities in which they participate. Our participation as a collaborative partner provides an opportunity to share information, resources and ideas, solve problems, identify options, and evaluate the success of our efforts. The Community Benefit Committee helps ensure that our outreach services address identified community needs and is effectively working to improve the overall health status of the community and quality of life for its residents. The community wide assessment conducted in 2003 by DNA and Company, Inc. provided us with a baseline of demographic, health, and social indicators for Kern County. In 2006, United Way of Kern County, in collaboration with Bakersfield Memorial Hospital, Community Action Partnership of Kern, Delano Regional Medical Center, Kaiser Permanente, Mercy Hospitals of Bakersfield, and San Joaquin Community Hospital, sponsored the most recent Kern County Community Assessment. This report updated countywide statistics and helped to validate the community issues targeted for improvement that resulted from the 2003 Kern County Community Assessment. The Kern County Network for Children Report Card 2008 is also used to corroborate the focus of our services. The CHW Reporting Sheet for Community Needs Index (CNI) for Kern County prepared by Thomson/CHW is used to further validate the identification of communities (based on ZIP codes) that are the most socio economically disadvantaged and thus most in need. Residents of these communities tend to have Disproportionate Unmet Health Related Needs (DUHN); i.e., lack of education, lack of health care insurance, homelessness or transient lifestyles, no or limited access to quality health care, high prevalence of conditions such as diabetes, heart disease, obesity, and substance abuse. During 2010, Bakersfield Memorial Hospital, with other community partners, launched www.HealthyKern.org. This new website can be utilized as a single Internet source dedicated to hosting current Kern County health information. Local health data will be more readily available. These same community partners in collaboration with Healthy Communities Institute (Berkeley) began the process for our community needs assessment. The process includes key informant interviews, committee planning meetings, priority areas of concern, and implementation strategies. The Kern County needs assessment will be completed by December 30, 2010. | NeedsAssessment |
| Patient Education Assistance | Communication of the Financial Assistance Program to Patients and the Public: Information about patient financial assistance available from CHW, including a contact number, was disseminated by the CHW facility by various means, including the publication of notices in patient bills and by posting notices in the Emergency and Admitting Departments, and at other public places as the CHW facility may elect. Such information was provided in the primary languages spoken by the populations served by the CHW facility. THE Information was posted in the Patient Access (Admitting) departments in the hospital as well as in the Patient Business Office. If the opportunity was not available for patient access to discuss the policy with the patient, a Comspec representative (a contractor for the business office), discussed the various options during the patient's hospital stay. The information regarding payment assistance and the availability of government aid WAS also given in a brochure to each patient during the registration process. Any member of the CHW facility staff or medical staff may make referral of patients for financial assistance. The patient or a family member, a close friend or associate of the patient may also make a request for financial assistance. | PatientEducationAssistance |
| Community Information | Bakersfield Memorial Hospital serves all of Kern County, including Bakersfield (the county seat) and outlying rural communities such as Taft, Arvin and Lake Isabella. The county stretches more than 8,100 square miles, geographically making it the third largest county in the state. Other nine Hospitals serving the community are as follows: Bakersfield Heart, Bakersfield Memorial, Good Samaritan, Kern Medical Center, Mercy, Mercy Southwest, Ridgecrest Regional, San Joaquin Community, and Tehachapi. There are also eight Federally-designated medically underserved areas or populations, which are the McFarland-Delano Service Area, Bakersfield East/Lakeview/La Loma Service Area, Ridgecrest Service Are, and Other Kern service Areas (5). According to the California Department of Finance, Kern County's estimated population for 2010 is 871,728, and it is the 13th largest county based on population and the 7th fastest growing within the state's 58 counties. By the year 2020, Kern County is projected to reach 1.1 million in population (California Department of Finance). Bakersfield's population of 333,719 (2010 estimate from the California Department of Finance) makes it the 11th largest city in California and places it among the top 100 largest metropolitan areas in the nation. The median income for households in Kern County is $35,446. Approximately 41% of Kern County's population resides in rental occupied housing units and 16% of Kern County residents are unemployed (U.S. Census Bureau, American Fact Finder, CA EDD, Kern County, California) Based on 2010 population estimates (California Department of Finance), Kern County's population is ethnically and culturally diverse with 43.2 percent white (non Hispanic/Latino), 45.1 percent Hispanic/Latino, 5.5 percent African American, 3.8 percent Asian/Pacific Islander, 0.8 percent American Indian/Alaskan, and 1.3 percent multi-race. The demographics are dramatically shifting in Kern County as seen in the population of children of the county with nearly sixty percent of the 0 to 5 year old population now being Hispanic. One in five Kern County residents and 16.8 percent of families live in poverty. According to the 2007 California Health Interview Survey, 8.6 percent of Kern County children did not have health insurance coverage for all or part of the previous year compared to 10.2 percent statewide. During the 2006 07 school year, 35.6 percent of Kern County students tested had unhealthy body composition (obesity) based on individual Body Mass Index (BMI) scores. Many of Bakersfield's poorest residents are concentrated in the city's southeast quadrant, the site of our two community outreach centers. The population is largely African American and Hispanic/Latino, with a high concentration of limited English speaking individuals (many undocumented), elevated youth gang activity, and a high unemployment rate. For many low income individuals and families living in the outlying rural communities of Kern County, geographic isolation heightens barriers to healthcare and other social services. Our initiatives focus on providing preventive healthcare and related beneficial services free of cost (or minimal charge) to families/individuals facing the most severe economic and social challenges. We offer compassionate and valuable services to vulnerable children, frail elderly, limited English speaking, low income families, and immigrants. | CommunityInformation |
| Community Building Activities | The mission of Bakersfield Memorial Hospital and our status as the largest health care provider in Kern County dictate that we occupy a leadership role in building a healthier community. It is a responsibility that we eagerly embrace as a defining characteristic of our organization. The Community Benefit Report and Plan contains examples of the programs and initiatives we have undertaken that make a positive, measurable impact on the community we serve (i.e., dollars spent on indigent medical care, children fed and clothed, victims served, and families taught to manage chronic disease). In fiscal year 2010 CHSB provided support to the following: Program: Committee That Responds to Community Need Description: CHW Kern Service Area employees donating their time and expertise to boards and committees that serve the community. Program: Homemaker Care Program - Training Description: The Homemaker Care Program provides a two-week comprehensive employment readiness skills training focusing in individuals transitioning from unemployment into the workforce. In collaboration with over 20 community agencies, the Homemaker Care Program will offer skills training in the field of In-Home Supportive Services. Program: Support a Community Endeavor Description: CHW Kern Service Area employees volunteering their time to support community endeavors that promote health and well-being. Program: Boy Scouts Description: The Boy Scout pack at the CHW Learning Center is part of the "Scout Reach" program which strives to bring the Boy Scout message to underserved boys who otherwise would not be able to participate in a scouting program. Program: Employment Counseling Description: Designed to enhance the skills of residents in Southeast Bakersfield who are entering the job market by providing resume preparation, interview techniques, assistance with application preparation and additional support with job search services. Program: Girl Scouts Description: The Girl Scout troop at the CHW Learning Center is part of the scouting outreach to underserved girls in the community. The program strives to bring the Girl Scout message to girls who would otherwise not be able to participate in a scouting program. Program: Holiday Baskets Description: Holiday baskets are provided by St. Philips Parish to provide food to families in need during the holiday season. The CHW Learning and Outreach Centers submit eligible families to the church contact and distribute the baskets to eligible families. Program: Homework Club Description: The Homework Club provides an academically structured after school program for underserved students attending first through seventh grades. The Program focuses on providing a safe environment for pre-teens to work on homework and other academic skills. Program: Pack-A-Sack Lunch Program Description: The Pack-a-Sack Program is a community-supported effort that provides a nutritious snack to after-school programs in underserved areas of Kern County. Twice a month during the school year, students at Tevis Jr. High School prepare snacks under the supervision of parents and teachers. These brown bag lunches are then delivered to the CHW Learning Center for distribution to a variety of after school programs. Program: School Supportive Services Description: The School Supportive Services Program provides support to Elementary, Junior High and High Schools throughout Kern County by sponsoring events, providing clothing and shoes and offering educational in-service presentations to students and their families. Program: Translation Services Description: The Translation Services Program provides translation of correspondence, business documents, and general written materials for individuals in the underserved population who need assistance in understanding the written word. Program: Value Enhancement Program Description: The Value Enhancement Program (VEP) is designed to develop a young person's self-worth and a sense of pride by providing needed community service. | CommunityBuildingActivities |
| Other Information | As a not-for-profit organization dedicated to improving the quality of life, BMH reinvests all its operating and investment income in hospital improvements, technology enhancements, community health programs, and employee benefits. This active reinvestment makes it possible for us to deliver on our mission, including ensuring that everyone has access to health care. Medical staff privileges are open to physicians whose experience and training are verified through a credentialing process. The process gathers and verifies credentials, allows the medical staff to evaluate an applicant's qualifications, previous experience, and competence, and to ultimately make a decision to grant or deny medical staff membership and clinical privileges. Credentials verification is the determination whether a practitioner's credentials are authentic and valid. BMH is guided by a fiduciary board. The board is responsible for ensuring that community health is one of the major goals in the strategic planning process. All of BMH Board of Directors reside in the primary service area. They are a diverse group that includes community members, physicians, faith based representatives, and business health executives who provide a broad spectrum of perspectives on plans presented for their approval. Caring for the community beyond the hospital walls led to the founding, in 1991, of the Department of Special Needs & Community Outreach. Today, the department operates more than 58 programs in Bakersfield, Arvin, Shafter, McFarland, Delano, Lake Isabella, Ridgecrest, Taft, and other outlying communities in Kern County where there is limited access to health care and related services. With 24 employees (20.5 FTEs) and an annual budget of $1,110,807, the department's programs target low income, uninsured, or underinsured individuals, as well as Kern County citizens with unmet health needs, including migrant farmworkers and other disenfranchised populations. The department frequently collaborates with more than 80 public, private, and nonprofit organizations. Our outreach program completed a national pilot project for Advancing the State of the Art in Community Benefit (ASACB) by demonstrating and researching best practices regarding community benefit programs. A Community Benefit Committee assists the Department of Special Needs & Community Outreach in prioritizing programs that are in line with the hospitals' strategic plans. Committee members include representatives of the hospitals' Executive Management Teams, the business community, social service agencies, community volunteers, CHW board members, and employees. This group meets four times annually to help ensure that our outreach services respond to identified community needs and are effectively working to improve the overall health status of the community. The Committee provides input, advice, and approval for the Community Benefit Plan. The approved plan is then submitted to the Bakersfield Memorial Hospital Board for final approval. | OtherInformation |
| Affiliated Health Care System | BMH is affiliated with CHW. Affiliates of CHW also promote the health of additional communities in Bakersfield, San Bernardino, San Francisco, San Andreas, and Grass Valley/Nevada City, California. These affiliates follow practices similar to those noted above in determining the unmet healthcare needs of their communities. Total unsponsored community benefit expense for CHW and its subordinate corporations for the year ended June 30, 2010, is as follows: Persons Net Comm % of Served Benefit Exp excl Bad Debt Benefits for the Poor: Traditional Charity Care 110,381 142,746,446 1.7% Unpaid Costs of Medicaid/Medi-Cal 944,650 558,385,256 6.5% Other Means-tested Programs 269,294 56,864,415 0.7% Community Services: Community Health Services 553,419 48,887,807 0.5% Health Professions Education 21,746 6,431,872 0.1% Subsidized Health Services 212,434 36,161,087 0.4% Donations 256,564 8,509,998 0.1% Community Building Activities 69,194 1,805,508 0.0% Community Benefit Operations 11,547 5,645,250 0.1% Total Community Services for the poor 1,124,904 107,441,522 1.2% Total Benefits for the Poor 2,449,229 865,437,639 10.1% Benefits for the Broader Community: Community Services: Community Health Services 2,464,586 19,716,268 0.2% Health Professions Education 49,929 46,618,328 0.5% Subsidized Health Services 114,349 13,649,835 0.2% Research 23,285 27,190,380 0.3% Donations 158,111 3,762,689 0.1% Community Building Activities 77,077 6,774,273 0.1% Community Benefit Operations 95,948 2,000,665 0.0% Total Benefits for the Broader Community 2,983,285 119,712,438 1.4% Total Community Benefits 5,432,514 985,150,077 11.5% Unpaid Costs of Medicare 995,245 345,619,895 4.0% Total Community Benefits including Cost of Medicare 6,427,759 1,330,769,972 15.5% | AffiliatedHealthCareSystem |
| Reports Filed With States | CA | ReportsFiledWithStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Bakersfield Mercy Hospital | ||||||||||
| 2201 Truxton Ave | Bakersfield | CA | 93301 | 941196203 | 501 (c) (3) | 7940 | 0 | n/a | n/a | Advocacy for Poor |
| Bakersfield Memorial Hospital Auxiliary | ||||||||||
| 420 34th Street | Bakersfield | CA | 93301 | 951802779 | 501(c)(3) | 12350 | 0 | n/a | n/a | Hospital Support |
| AMERICAN GENERAL MEDIA | ||||||||||
| PO Box 2700 | Bakersfield | CA | 93308 | 201232360 | N/A | 5250 | 0 | n/a | n/a | Svc for poor |
| CYSTIC FIBROSIS FOUNDATION | ||||||||||
| 6420 Wilshire Blvd 1st Fl | Los Angeles | CA | 90048 | 131930701 | 501 (c) (3) | 6000 | 0 | n/a | n/a | social health |
| TERRIO THERAPY FITNESS | ||||||||||
| PO Box 13310 | Bakersfield | CA | 933893310 | 912073074 | N/A | 10500 | 0 | n/a | n/a | Personal Health |
| American Heart Association | ||||||||||
| 404 Truxtun Ave | Bakersfield | CA | 93301 | 135613797 | 501 (c) (3) | 33030 | 0 | n/a | n/a | Personal Health |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 39 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 6 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I - GENERAL INFORMATION ON GRANTS & ASSISTANCE | Identifier |
| Explanation | PART I, LINE 2: Donations are provided to the community to further the mission of the hospital and support various community programs. Bakersfield Memorial Hospital provides donations to support community programs through its Special Needs department and by donating directly to various community events and programs. Special Needs The director of Special Needs reviews and approves all grants and donations related to its department. Once the grant/donation is provided no further tracking is conducted as the organizations receiving the grant are charitable organizations. Donating Directly to Community Events/Programs The Vice President and Manager of Business Development review and evaluate donations made directly to the community from the hospital. Organizations seeking donations may be charitable or non-charitable. The following are the criteria that Business Development use to evaluate donations: 1. Relevancy to healthcare 2. Further the hospital's mission 3. Provide a community benefit (i.e. health education) and/or improve the lives of the community in which the hospital serves 4. Opportunity for the hospital to build and foster relationships in the community to further its mission The cost-benefit of the donation/grant is reviewed. Afterwards, a member of the senior management team (VP Business Development, CFO, or President) approves the transactions. The Bakersfield Memorial Hospital's President approves any donation greater than $5,000. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Russell Judd | |||||||||||||
| 0 | 347126 | 0 | 230116 | 0 | 9534 | 0 | 37621 | 0 | 27597 | 0 | 651994 | 0 | 0 |
| Jon Van Boening | |||||||||||||
| 0 | 351289 | 0 | 191072 | 0 | 30197 | 0 | 35589 | 0 | 36384 | 0 | 644531 | 0 | 0 |
| Jesica Hanson | |||||||||||||
| 167701 | 0 | 36388 | 0 | 425 | 0 | 10837 | 0 | 16250 | 0 | 231601 | 0 | 0 | 0 |
| Terri Church | |||||||||||||
| 179128 | 0 | 27806 | 0 | 929 | 0 | 13706 | 0 | 5729 | 0 | 227298 | 0 | 0 | 0 |
| Sheri Comaianni | |||||||||||||
| 159601 | 0 | 33311 | 0 | 2601 | 0 | 10385 | 0 | 5943 | 0 | 211841 | 0 | 0 | 0 |
| Dr Robert Marshall | |||||||||||||
| 228423 | 0 | 45894 | 0 | 6553 | 0 | 14825 | 0 | 12492 | 0 | 308187 | 0 | 0 | 0 |
| Bruce Peters | |||||||||||||
| 210748 | 0 | 42840 | 0 | 9134 | 0 | 20618 | 0 | 16393 | 0 | 299733 | 0 | 0 | 0 |
| Whabong Anderson | |||||||||||||
| 259631 | 0 | 2469 | 0 | 2370 | 0 | 16562 | 0 | 5702 | 0 | 286734 | 0 | 0 | 0 |
| Editha Lolin | |||||||||||||
| 226248 | 0 | 14764 | 0 | 8199 | 0 | 16333 | 0 | 9231 | 0 | 274775 | 0 | 0 | 0 |
| David J Lozano | |||||||||||||
| 163072 | 0 | 24920 | 0 | 8718 | 0 | 16407 | 0 | 12008 | 0 | 225125 | 0 | 0 | 0 |
| Karen J Simpson | |||||||||||||
| 198749 | 0 | 2424 | 0 | 17 | 0 | 10485 | 0 | 5551 | 0 | 217226 | 0 | 0 | 0 |
| Gena L Cook | |||||||||||||
| 170431 | 0 | 9729 | 0 | 401 | 0 | 12763 | 0 | 15951 | 0 | 209275 | 0 | 0 | 0 |
| Jim Eppink | |||||||||||||
| 40651 | 0 | 0 | 0 | 100390 | 0 | 3110 | 0 | 3977 | 0 | 148128 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 1A and Line 3 | Part I, Line 1A Club dues have been paid by the organization for business use by one director/officer, who is the service area leader, for recruiting and business entertainment purposes. No amounts have been included as reportable income as expenses related to personal usage are paid by the employee. Part I, Line 3 Although the organization employs personnel, the Organization relied on a related organization, Catholic Healthcare West, that used one or more of the methods described in Schedule J, Part I, Line 3, to establish the Organization's Service Area Leader's compensation. See Schedule O disclosure for Form 990, Part VI, Section B, Line 15a for additional information. |
| PART I, LINE 4a | The organization's key employees and its highest compensated employees participate in a severance plan that provides fair compensation, ranging from payments of 2 months to 12 months of base compensation, depending on the executive's position, in the event of a position elimination or other involuntary termination, in accordance with the guidelines of the plan. Payments pursuant to the plan arrangement for one former key employee occurred during 2009; J. Eppink $82,503. |
| PART I, LINE 4b | The organization's key employees and certain officers and highly compensated employees hired prior to June 30, 2006 are eligible to participate in the CHW Executive Deferred Compensation Plan, a nonqualified 457(f) plan which is intended to provide a benefit approximating the difference, if any, between the benefit provided under the CHW excess benefit plan and the benefit provided under the qualified benefit plan that substantially replaced the excess plan. No benefit will vest under the 457(f) plan before the latter of the attainment of age 62 while employed or the completion of 15 years of service. |
| PART II, SUPPLEMENTAL DISCLOSURES | The organization's executive compensation philosophy is designed to assist the organization in attracting and retaining the caliber of executives required to enable the organization to fulfill its mission of providing high quality healthcare for all persons regardless of their ability to pay for services, improving the quality of life in the communities the organization serves, promoting employee satisfaction, and ensuring financial stability. A substantial portion of executive compensation is performance based and is linked to organizational goals approved in advance by the Compensation and Benefits Committee. These goals include attainment of annual and long-term financial performance, certain healthcare quality standards and the organization's commitment to serving the poor and disenfranchised in the communities it serves. Total compensation, which includes base salary, annual and long-term incentive compensation, targets the 75th percentile of the market in which the organization competes for executives, commensurate with the size and complexity of the organization. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||
| 521598225 | 13033FTN0 | 2004-05-19 | 150000000 | NEW MONEY TO VARIOUS PROJECT & MED | false | false |
| CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY | ||||||
| 521643828 | 13033FYE4 | 2005-11-10 | 200000000 | NEW MONEY TO FINANCE CAPITAL EXPEN | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10054205 | 0 | 0 | 0 | 0 | 0 | 10054205 | 2006 | false | false | true | true |
| 26804899 | 0 | 0 | 0 | 0 | 0 | 26804899 | 2008 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | true | false | false | true | false |
| true | true | false | false | true | false |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues | Amount Of TransactionAmountOfTransaction |
|---|---|---|---|
| Jon Van Boening | |||
| BOARD MEMBER/OFFICER | SEE SCHEDULE O | false | |
| Bruce Peters | |||
| OFFICER | SEE SCHEDULE O | false | |
| Jesica Hanson | |||
| KEY EMPLOYEE | SEE SCHEDULE O | false | |
| Javier E Miro MD Inc | |||
| BM, J MIRO IS SOLE OWNER | MEDICAL SERVICES | false | 27000 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART VI - GOVERNANCE, MANAGEMENT, DISCLOSURE | SECTION A, LINE 6: The sole corporate member is Catholic Healthcare West, a 501(c)(3) exempt organization. SECTION A, LINE 7A: CHW, as the sole corporate member, ratifies the selection of members and the CHW Board approves new Board members of the organization. SECTION A, LINE 7B: Reserved rights of the corporate member include adoption of mission and philosophy statements, amendment or restatement of articles of incorporation and bylaws, dissolution of the corporation, acquisition of another corporation, creation of a new subsidiary, merger or consolidation with another corporation, participation as a general or limited partner in any venture, incurring long-term indebtedness in excess of normal operating requirements, ratification of board member appointments and dismissals, selection and removal of independent auditors, and transactions outside the ordinary course of business. SECTION B, LINE 11A: The Board of Directors has delegated the review of the Form 990 to the Finance and Planning Committee. The organization's CFO and Controller worked closely with the Parent Organization and AN INDEPENDENT accounting firm it engaged to review the return and presented each section of the final draft of Form 990, excluding compensation schedules to the Finance and Planning Committee. Subsequent to its review, the Finance and Planning Committee reported back to the Board regarding its oversight of the Form 990 and the final draft, excluding compensation schedules was provided to the entire voting Board before the return was filed. SECTION B, LINE 12C: The Organization has adopted CHW's Conflicts of Interest Policy. The Organization's Board is charged with monitoring proposed or ongoing transactions for conflicts of interest and addressing any potential or actual conflicts. Pursuant to the conflicts of interest policy, an annual conflict of interest disclosure statement, aimed at determining any family and business relationships and transactions, or other transactions that may pose a potential conflict, is distributed to all covered persons (e.g., board members, officers and executive leadership, key employees and all management personnel whose responsibilities include business decisions which may give rise to conflicts of interest). Covered persons are also required to disclose real or potential conflicts at the time such conflicts arise. When an individual becomes a covered person and annually thereafter, each covered person is required to submit an updated disclosure statement and to sign a statement affirming that he/she: (1) has received a copy of the conflicts of interest policy; (2) has read the policy and understands said policy; and (3) agrees to comply with all requirements of the policy, including completing the conflicts of interest disclosure statement. The completed questionnaires are reviewed by CHW's Legal Department and any persons with actual or potential conflicts are informed via written communication. The procedures for addressing any conflict of interest related to a proposed transaction include, but are not limited to, the following: (1) the conflicting interest is fully disclosed to the board; (2) the interested person responds to factual questions related to the substance of the transaction or arrangement being considered, after which he/she shall leave the meeting; (3) the person with the conflict of interest is excluded from the discussion and approval of such transaction; (4) if warranted, alternatives to the proposed transaction are investigated, and competitive bids or comparable valuations are obtained; (5) any conflicting issues arising during the course of a board meeting which cannot be resolved are to be referred to an independent committee of the Board of Directors; and (6) the transaction or action must be approved by a majority of disinterested persons. All conflicts of interest, whether resolved or unresolved, are reported in the Organization's Form 990. SECTION B, LINE 15A: Although the organization employs personnel, the Service Area Leader is compensated by Catholic Healthcare West (CHW). CHW's Compensation and Benefits department conducts an annual review and analysis to provide benchmarking data for the total compensation and benefits package of the Service Area Leader. Appropriate comparability data for similar jobs in peer companies (both taxable and tax-exempt) is obtained from independent third-party survey sources. SECTION B, LINE 15B: Compensation of other Key Employees is based on a comprehensive EVALUATION FOCUSING ON ALL ASPECTS OF THE INCUMBENT'S ASSIGNED DUTIES AND assessed performance in carrying out the philosophy and mission of CHW and its sponsoring congregations. Additionally, comparative data and market surveys regarding compensation in the surrounding marketplace are considered. The salaries are finalized by the Service Area Leader in coordination with the organization's VP of Human Resources. SECTION C, LINE 19: Federal tax laws do not mandate that the organization's governing documents, conflict of interest policy and financial statements be made available for public inspection. The organization makes its financial statements available upon request. |
| Sch L, Part IV | GemCare-Mercy-Memorial Health System, LLC: Effective January 1, 2010, Bakersfield Memorial Hospital, a California nonprofit public benefit corporation, and CHW d/b/a Mercy Hospitals of Bakersfield, entered into an LLC Operating agreement with GemCare Holdings, Inc. and Managed Care Systems, LLC. This Operating agreement formed GemCare-Mercy-Memorial Health System, LLC (GMMHS). The purpose of this business venture is to pool the resources of each owner to promote community health and expand the healthcare system. In exchange for GMMHS' shares, Bakersfield Memorial Hospital contributed $7,252,500, resulting in an ownership interest of 25%. Upon the creation of this venture, the Chief Executive Officer became a member of the Board of Directors. GemCare Holdings provides insurance coverage for Bakersfield Memorial Hospital's employees. Managed Care Systems administer those benefits. Millennium Surgery Center: Effective January 1, 2010, Bakersfield Memorial Hospital, a California nonprofit hospital, entered into a stock purchase agreement with Millennium Surgery Center, Inc., an ambulatory surgery center. The purpose of this joint venture is to provide medical, surgical, and related healthcare services in Bakersfield, CA. BMH contributed $7,050,000 in exchange for 60% of the stock of Millennium Surgery Center. This transaction resulted in Bakersfield Memorial Hospital becoming a majority shareholder in this venture. Upon the creation of this venture, the Bakersfield Memorial Hospital's Chief Executive, Operating, and Finance Officers became members of the Millennium Surgery Center's Board of Directors. Also on January 1, 2010, Bakersfield Memorial Hospital entered into a consulting agreement with Millennium Surgery Center for the administration and negotiation of the surgery center's managed care program. Jon Van Boening is a member of the GMMHS Board. Jon Van Boening, Jesica Hanson, and Bruce Peters are members of the MSC's Board. These individuals who are directors of Millennium Surgery Center and GMHHS do not receive compensation payment for their services. |
| Sch R, Part V, Line 2 | 1) Bakersfield Memorial Hospital provided managed care consulting services to Millenium. These services were paid based on contract terms established by current market value of such services. 2) Amounts included were related to shareowner distributions. The Millenium's CEO and CFO reviewed the quarterly financials to determine the amount of the distribution. After the CEO and CFO reviewed the amount for distribution, this information was provided to the Board of Directors for approval. 3) The FMV analysis was used to determine the capital contributions for Millennium. The appraisals/FMV evaluations were performed by an external and reputable organization. |
| Sch K, Part IV | Bond Issuance A (Issuer EIN: 52-1598225) Part II, Line 5 Issuance costs were paid with equity (cash), not with bond proceeds. Part IV CALCULATIONS PERFORMED BY ARBITRAGE CONSULTANT AND THERE WAS NO REBATABLE ARBITRAGE LIABILITY SO NO FORM 8038-T FILED |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Catholic Healthcare West | |||||||||
| 185 Berry Street | San Francisco | CA | 94107 | 941196203 | Hospital | CA | 501(c)(3) | 3 | NA |
| Bakersfield Memorial Hospital Foundation | |||||||||
| 420 34th Street | Bakersfield | CA | 93301 | 953555043 | Fundraising | CA | 501(c)(3) | 11a | NA |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kern Home Health Resources | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26220 Enterprise Court | AddressLine1 |
| City | Lake Forest | City |
| State | CA | State |
| ZIP Code | 92630 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330184040 | EIN |
| Primary Activity | Home infusion | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | INVESTMENT | PredominantIncomeType |
| Share Of Total Income | 386539 | ShareOfTotalIncome |
| Share Of EOY Assets | 521304 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | true | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLENNIUM SURGERY CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 STOCKDALE HWY STE 200 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93311 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770513445 | EIN |
| Primary Activity | AMBULATORY SURG | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | S CORP | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 0.60000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MILLENNIUM SURGERY CENTER INC | |
| r | 352568 |
| MILLENNIUM SURGERY CENTER INC | |
| k | 7050000 |