USC ARCADIA HOSPITAL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- USC ARCADIA HOSPITAL (EIN 95-1643336)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349305138
- Schema version
- 2010v3.4
- 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 J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T12:44:49-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 355 S Grand Ave Suite 2000 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643336 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Methodist Hospital of Southern California | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METH | NameControl |
| Phone | 6264454441 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Huntington Drive | AddressLine1 |
| City | Arcadia | City |
| State | CA | State |
| ZIP Code | 91007 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kay Berglund | Name |
| Title | Chief Financial Officer | Title |
| Date Signed | 2011-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2139724000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS LEE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HUNTINGTON DRIVE | AddressLine1 |
| City | ARCADIA | City |
| State | CA | State |
| ZIP Code | 91007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 274746040 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.METHODISTHOSPITAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE HEALTHCARE REVENUE IS RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE AS IT ARISES FROM THE NORMAL OPERATIONS OF PROVIDING INPATIENT, OUTPATIENT, ACUTE CARE AND OTHER HEALTH RELATED SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2310 | TotalNbrEmployees |
| Total Nbr Volunteers | 697 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3503691 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5259633 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 246151142 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 267870663 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 59839 | InvestmentIncomePriorYear |
| Investment Income Current Year | 190881 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1933858 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1424863 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 251648530 | TotalRevenuePriorYear |
| Total Revenue Current Year | 274746040 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 142480645 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 135590281 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 913256 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 102272376 | OtherExpensePriorYear |
| Other Expenses Current Year | 130634414 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 244753021 | TotalExpensesPriorYear |
| Total Expenses Current Year | 266224695 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6895509 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8521345 | RevenuesLessExpensesCY |
| Total Assets BOY | 522282553 | TotalAssetsBOY |
| Total Assets EOY | 534281736 | TotalAssetsEOY |
| Total Liabilities BOY | 382478711 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 386485007 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 139803842 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 147796729 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO PROVIDE HIGH-QUALITY HEALING SERVICES WHILE CARING FOR THE PATIENT AS A WHOLE PERSON WITH EMOTIONAL AND SPIRITUAL DIMENSIONS AS WELL AS PHYSICAL NEEDS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 218859845 | Expense |
| Grants | 0 | Grants |
| Revenue | 268639204 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 218859845 | 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 |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| 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 |
| Financial Stmt Attached | false | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | 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 | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | 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 |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 449 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2310 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | true | 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 | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| 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 | KAY BERGLUND | NamePerson |
| Telephone Number | 6268212310 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HUNTINGTON DRIVE | AddressLine1 |
| City | ARCADIA | City |
| State | CA | State |
| ZIP Code | 91007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Michael Hoover | |||||||
| Chairman | 2.0 | X | 0 | 0 | 0 | ||
| Kathleen Ellison | |||||||
| Vice Chairman | 2.0 | X | 0 | 0 | 0 | ||
| Wayne Whitehill | |||||||
| Secretary | 2.0 | X | 0 | 0 | 0 | ||
| Kristina Leslie | |||||||
| Treasurer | 2.0 | X | 0 | 0 | 0 | ||
| Bashir Ahmad | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Peggy Cherng | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| James Eberhardt | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Tia Fisher | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| William Lewis | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Douglas McEachern | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Leanne Nakanishi | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Robert Papadopoulos | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Mickey Segal | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Jay Shah | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Lucy Shih | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Mary Ann Swenson | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Richard Van Kirk | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Reverend Dr Philip Bertolo Wood | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| John Wuo | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Kathryn Saldivar | |||||||
| Assistant Secretary | 2.0 | 74424 | 0 | 0 | X | ||
| Dennis M Lee | |||||||
| President | 40.0 | 547802 | 0 | 51218 | X | ||
| Kay Berglund | |||||||
| Sr.Vice President/CFO | 40.0 | 309391 | 0 | 51218 | X | ||
| Jill Underwood | |||||||
| Vice President | 40.0 | 194512 | 0 | 35337 | X | ||
| Carolyn Tadeja | |||||||
| Vice President | 40.0 | 252391 | 0 | 33791 | X | ||
| Michael Driebe | |||||||
| Vice President | 40.0 | 179462 | 0 | 35304 | X | ||
| Kelly Linden | |||||||
| Sr.Vice President/COO | 40.0 | 290030 | 0 | 40718 | X | ||
| Wilfred Garand | |||||||
| Director of Managed care | 40.0 | 215377 | 0 | 18652 | X | ||
| Laurie Hanvey | |||||||
| Chief Compliance Officer | 40.0 | 194726 | 0 | 15954 | X | ||
| Vanessa Woo | |||||||
| Charge Nurse-Emergency Room | 40.0 | 188946 | 0 | 22063 | X | ||
| Nora Bazar | |||||||
| STAFF RN | 40.0 | 187421 | 0 | 23874 | X | ||
| Robert Duffield | |||||||
| Director-facilities | 40.0 | 176865 | 0 | 11445 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2811347 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 339574 | TotalOtherCompensation |
| Number Individuals GT100 K | 187 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| ANGELICA | |||||
| DEPT 6177 | LOS ANGELES | CA | 90084 | LAUNDRY AND LINEN | 1557422 |
| EMERGENCY AND ACUTE CARE | |||||
| 440 STEVENS AVE SUITE 150 | SOLANA BEACH | CA | 92075 | PHYSICIAN ON CALL | 2620245 |
| HOOPER LUNDY BOOKMAN | |||||
| 1875 CENTURY PARK EAST STE 1600 | LOS ANGELES | CA | 90067 | LEGAL | 2720170 |
| NURSEFINDERS | |||||
| PO BOX 910738 | DALLAS | TX | 75391 | REGISTRY | 2302946 |
| SODEXO | |||||
| DEPT 43283 | LOS ANGELES | CA | 90088 | DIETARY SERVICES | 3094035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 53 | NumberOfContractorsGT100K |
| Related Organizations | 5259633 | RelatedOrganizations |
| Total Contributions | 5259633 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT SERVICE REVENUE | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 267870663 | TotalRevenueColumn |
| Related Or Exempt Function Income | 267870663 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 267870663 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 190881 | TotalRevenueColumn |
| Exclusion | $190,881 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 |
|---|---|---|---|
| CHILDCARE | 624410 | 788788 | $788,788 |
| REBATES/REFUNDS | 623000 | 344903 | $344,903 |
| ALL OTHER REVENUE | 623000 | 291172 | $291,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1424863 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 274746040 | TotalRevenueColumn |
| Related Or Exempt Function Income | 267870663 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,615,744 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 2095598 | Total |
| Management And General | 2095598 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106765340 | Total |
| Program Services | 88553046 | ProgramServices |
| Management And General | 17672447 | ManagementAndGeneral |
| Fundraising | 539847 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3615551 | Total |
| Program Services | 2941074 | ProgramServices |
| Management And General | 656547 | ManagementAndGeneral |
| Fundraising | 17930 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15222554 | Total |
| Program Services | 12382803 | ProgramServices |
| Management And General | 2764262 | ManagementAndGeneral |
| Fundraising | 75489 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7891238 | Total |
| Program Services | 6419136 | ProgramServices |
| Management And General | 1432969 | ManagementAndGeneral |
| Fundraising | 39133 | 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 | 3156872 | Total |
| Program Services | 163565 | ProgramServices |
| Management And General | 2993307 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275461 | Total |
| Management And General | 275461 | 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 | 135086 | Total |
| Management And General | 135086 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18463683 | Total |
| Program Services | 10945024 | ProgramServices |
| Management And General | 7386036 | ManagementAndGeneral |
| Fundraising | 132623 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41416101 | Total |
| Program Services | 40458309 | ProgramServices |
| Management And General | 905418 | ManagementAndGeneral |
| Fundraising | 52374 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2129360 | Total |
| Program Services | 1426671 | ProgramServices |
| Management And General | 702689 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336296 | Total |
| Program Services | 30572 | ProgramServices |
| Management And General | 300456 | ManagementAndGeneral |
| Fundraising | 5268 | 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 | 77294 | Total |
| Program Services | 30566 | ProgramServices |
| Management And General | 46728 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2250275 | Total |
| Program Services | 2250275 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12557108 | Total |
| Program Services | 9417831 | ProgramServices |
| Management And General | 3126720 | ManagementAndGeneral |
| Fundraising | 12557 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1263120 | Total |
| Program Services | 892614 | ProgramServices |
| Management And General | 370506 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEDI-CAL PROVIDER FEE | 21443692 | 21443692 | ||
| BAD DEBTS | 13355054 | 13355054 | ||
| EQUIP RENTAL & MAINTENANCE | 9196578 | 5182930 | 4013648 | |
| TEMPORARY AGENCY FEES | 2792984 | 2709492 | 83492 | |
| TAXES & LICENSES | 432187 | 173980 | 258108 | 99 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1353263 | Total |
| Program Services | 83211 | ProgramServices |
| Management And General | 1232116 | ManagementAndGeneral |
| Fundraising | 37936 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266224695 | Total |
| Program Services | 218859845 | ProgramServices |
| Management And General | 46451594 | ManagementAndGeneral |
| Fundraising | 913256 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2100 | BOY |
| EOY | 2600 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25426269 | BOY |
| EOY | 25560235 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50967589 | BOY |
| EOY | 54138971 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2861524 | BOY |
| EOY | 3027873 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2106632 | BOY |
| EOY | 5337834 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 406020293 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 152205965 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162800166 | BOY |
| EOY | 253814328 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255339710 | BOY |
| EOY | 172572991 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19168181 | BOY |
| EOY | 17245424 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3610382 | BOY |
| EOY | 2581480 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522282553 | BOY |
| EOY | 534281736 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38218307 | BOY |
| EOY | 45800456 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304575375 | BOY |
| EOY | 304497742 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18000000 | BOY |
| EOY | 18000000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149310 | BOY |
| EOY | 104973 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21535719 | BOY |
| EOY | 18081836 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382478711 | BOY |
| EOY | 386485007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122890008 | BOY |
| EOY | 132710625 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15318672 | BOY |
| EOY | 13384648 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1595162 | BOY |
| EOY | 1701456 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139803842 | BOY |
| EOY | 147796729 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522282553 | BOY |
| EOY | 534281736 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8521345 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -528458 | ReconcilationOtherChanges |
| 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule 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 | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $39,014 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 39014 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Explanation | METHODIST HOSPITAL OF SOUTHERN CALIFORNIA PAID DUES OF APPROXIMATELY $125,507 TO THE HEALTHCARE ASSOCIATION OF SOUTHERN CALIFORNIA AND $38,972 TO CALIFORNIA HEALTHCARE ASSOCIATION. OF THIS AMOUNT, $39,014 IS ATTRIBUTABLE TO LOBBY RELATED EXPENSES FOR HEALTHCARE ISSUES. | 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) |
|---|---|---|
| Beginning Of Year Balance | 1595162 | BeginningOfYearBalance |
| Contributions | 106294 | Contributions |
| End Of Year Balance | 1701456 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1504706 | BeginningOfYearBalance |
| Contributions | 90456 | Contributions |
| End Of Year Balance | 1595162 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1455957 | BeginningOfYearBalance |
| Contributions | 48749 | Contributions |
| End Of Year Balance | 1504706 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 93159439 | OtherCostOrOtherBasis |
| Depreciation | 54234377 | Depreciation |
| Book Value | 38925062 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4405844 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 4405844 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 128350604 | OtherCostOrOtherBasis |
| Depreciation | 97020696 | Depreciation |
| Book Value | 31329908 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 180104406 | OtherCostOrOtherBasis |
| Depreciation | 950892 | Depreciation |
| Book Value | 179153514 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 253814328 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED SELF-INSURANCE CLAIMS | $7,525,000 |
| SETTLEMENT PAYABLE | $10,556,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18081836 | TotalOfAmounts |
| Total Revenue | 274746040 | TotalRevenue |
| Total Expenses | 266224695 | TotalExpenses |
| Excess Or Deficit For Year | 8521345 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 8521345 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE D, PART X, LINE 2 | FIN 48 FOOTNOTE (ASC 740) | Methodist Hospital of Southern California applies the provisions of Accounting Standards Codification (ASC) 740, Accounting for Uncertainty in Income Taxes, which defines the accounting for uncertainty in income taxes recognized. Those standards preserve a recognition threshold and measurement standard for the recognition and measurement of income tax positions taken or expected to be taken in a tax return. Only tax positions that meet the more-likely than-not recognition threshold at the effective date may be recognized. Methodist Hospital of Southern California has considered the potential impact of its tax positions, taken or not taken, and determined there was no potential liability under ASC 740. |
| FORM 990, SCHEDULE D, PART V, LINE 4 | INTENDED USE OF THE ORGANIZATION'S ENDOWMENTS | CHAPLAINCY $ 160,547 GENERAL ENDOWMENT $ 2,840 UNRESTRICTED $ 1,000,000 MEMORIAL $ 38,164 HOMECARE/PHARMACY EDUCATION/ETC. $ 50,742 NURSING $ 156,667 MATERNAL CHILDHEALTH $ 3,650 CHARITY $ 87,428 3RD DEGREE MASONS/CHARITY $ 2,138 LIFE INCOME/CHARITY $ 67,682 MENTAL ILLNESS $ 21,030 BED FOR FAMILY FRIEND OF PATIENT $ 10,568 EMERGENCY SERVICES $ 100,000 -------------- $ 1,701,456 |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2090946 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 2090946 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00830 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 28556633 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 13069925 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15486708 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06120 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 30647579 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 13069925 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 17577654 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06950 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 16 | NumberOfActivitiesOrPrograms |
| Persons Served | 56194 | PersonsServed |
| Total Community Benefit Expense | 1375170 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 61843 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1313327 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00520 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 6389 | PersonsServed |
| Total Community Benefit Expense | 303578 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 303578 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 5931 | PersonsServed |
| Total Community Benefit Expense | 3720985 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 3720985 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01470 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 350 | PersonsServed |
| Total Community Benefit Expense | 11277 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 11277 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 18 | NumberOfActivitiesOrPrograms |
| Persons Served | 68864 | PersonsServed |
| Total Community Benefit Expense | 5411010 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 61843 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5349167 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02120 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 18 | NumberOfActivitiesOrPrograms |
| Persons Served | 68864 | PersonsServed |
| Total Community Benefit Expense | 36058589 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 13131768 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 22926821 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09070 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 5997 | PersonsServed |
| Total Community Building Expense | 6813 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 6813 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 5997 | PersonsServed |
| Total Community Building Expense | 6813 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 6813 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $13,355,054 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 88553478 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 105531563 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -16978085 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 0 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HOSPITAL OF SOUTHERN CA | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W HUNTINGTON DRIVE | AddressLine1 |
| City | ARCADIA | City |
| State | CA | State |
| ZIP Code | 91007 | 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 V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HOSPITAL OF SOUTHERN CA | BusinessNameLine1 |
Form990 Schedule H Part VI Form990ScheduleHPartVI (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 7, COLUMN F | OUR TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, COLUMN (A) WERE $266,224,695. THE BAD DEBT INCLUDED IN THIS AMOUNT WAS $13,355,054. THIS LEFT US WITH A TOTAL EXPENSE OF $252,869,641 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). |
| PART I, LINE 7 | COST OF CHARITY CARE IS BASED ON RATIO OF TOTAL ORGANIZATION COST TO CHARGES, DERIVED FROM WORKSHEET 2. OTHER BENEFITS - BASED ON ACTUAL COSTS ARE REPORTED BY VARIOUS DEPARTMENTS OF THE ORGANIZATION AND COLLECTED/VALIDATED BY THE COMMUNITY OUTREACH DEPARTMENT. PART II, COMMUNITY BUILDING ACTIVITIES: MH HAS BEEN INVOLVED IN A NUMBER OF COMMUNITY BUILDING ACTIVITIES THROUGHOUT 2010. ONE OF THE UNIQUE ASPECTS OF MH'S SERVICE AREA IS THE COMMUNITY'S ETHNIC AND LINGUISTIC DIVERSITY, WHICH NEED TO BE SPECIALLY ADDRESSED TO PROMOTE THE HEALTH OF THE COMMUNITY. THE MAJORITY OF INDIVIDUALS IN THE AREA ARE HISPANIC, AND AFTER ENGLISH, SPANISH IS MOST OFTEN SPOKEN IN THE COMMUNITY. ASIAN AND PACIFIC ISLAND (API) COMMUNITY MEMBERS ARE THE NEXT LARGEST GROUP. OF THE API INDIVIDUALS IN MH'S SERVICE AREA, CHINESE INDIVIDUALS COMPRISE 56% OF THE POPULATION. GIVEN THE ETHNIC AND LINGUISTIC PROFILE OF OUR COMMUNITY, COMMUNITY BUILDING AND OUTREACH SERVICES MUST BE DELIVERED IN A CULTURALLY APPROPRIATE MANNER. TO THIS END, A PRIMARY OBJECTIVE OVER THE NEXT THREE YEARS WILL BE TO DELIVER TAILORED SPANISH AND CHINESE PROGRAMMING THAT ADDRESSES IDENTIFIED HEALTH NEEDS. ONE SUCH EFFORT WILL BE TO STRENGTHEN SPANISH AND CHINESE CLASSES AND OUTREACH THROUGH THE MATERNAL CHILD HEALTH PROGRAM. ADDITIONALLY, INCREASING CULTURALLY SOUND EDUCATION AND NEEDED REFERRALS IN AN EFFORT TO ADDRESS LOW BIRTH WEIGHT WILL BE FUNDAMENTAL. MH ALSO PROVIDES COMMUNITY BUILDING ACTIVITIES THAT RELATE TO SPECIFIC HEALTH ISSUES IN THE COMMUNITY, INCLUDING HEART DISEASE, STROKE, DIABETES, AND OVERWEIGHT. GIVEN THE RELATIONSHIP BETWEEN THESE HEALTH ISSUES, MORE SCREENINGS, EDUCATION, AND REFERRALS WILL BE PROVIDED TO THE COMMUNITY. SPECIFICALLY, BLOOD PRESSURE, CHOLESTEROL, AND GLUCOSE SCREENINGS WILL BE DELIVERED TO INDIVIDUALS WITH LESS ACCESS TO SERVICES. FITNESS AND NUTRITION EDUCATION WILL BE INTEGRATED INTO PROGRAMMING WHENEVER POSSIBLE. WORKING CLOSELY WITH COMMUNITY PARTNERS, MH WILL BE BETTER ABLE TO INFORM VULNERABLE POPULATIONS (UNDER/UNINSURED, LIMITED TRANSPORTATION OPTIONS, ETC.) OF AVAILABLE SCREENING AND EDUCATIONAL OPPORTUNITIES. BECAUSE EARLY DETECTION AND INTERVENTION THROUGH SUCH SCREENINGS RESULT IN BETTER HEALTH OUTCOMES, TARGETED SERVICES ARE VITAL TO ADDRESSING THESE HEALTH ISSUES. CANCER EDUCATION AND SCREENINGS ARE ALSO A FUNDAMENTAL PART OF PROMOTING THE HEALTH OF THE COMMUNITY. BECAUSE CANCER IS THE SECOND LEADING CAUSE OF DEATH IN MH'S SERVICE AREA, THE NEED TO INCREASE AWARENESS CANNOT BE OVERLOOKED. FINDINGS FROM MH'S 2010 NEEDS ASSESSMENT NOTED THAT IN CALIFORNIA, PROSTATE CANCER IS THE MOST COMMON FORM OF CANCER AMONG MEN OF NEARLY ALL RACES AND ETHNICITIES. FOR WOMEN, BREAST CANCER IS ACTUALLY THE MOST COMMON FORM OF CANCER IN CALIFORNIA. UTILIZING INTERNAL RESOURCES ALONGSIDE EXTERNAL PARTNERSHIPS, PROSTATE AND BREAST CANCER SCREENINGS WILL BE A PRIMARY FOCUS. THE CONTINUATION OF PROSTATE SCREENINGS IS ESSENTIAL, AND THE ADDITION OF LOW AND NO-COST BREAST CANCER SCREENINGS FOR WOMEN WILL BE INCLUDED. IN ADDITION, MH PARTICIPATED IN THE FOLLOWING EVENTS, MEETINGS AND GROUPS THAT PROMOTED THE OVERALL HEALTH OF THE COMMUNITY DURING 2010: MONTHLY LOS ANGELES COUNTY COMMISION MONTHLY ALZHEIMERS TASK FORCE MONTHLY MONROVIA SENIOR PROVIDER GROUP END OF LIFE COALITION BREAST HEALTH PROMOTION TASK FORCE BUDDHA'S LIGHT INTERNATIONAL ASSOCIATION - ARCADIA SPA 3 HEALTH PLANNING GROUP PASSED OUT FOOD AND GIFTS AT LA ARBORETUM BREAST CANCER AWARENESS CONFERENCE AT LA ARBORETUM ARCADIA FIRE DPT.'S PANCAKE BREAKFAST EL MONTE CITY SCHOOL DISTRICT'S HEALTHY EATING & PHYSICAL ACTIVITY "JOG-A-THON" |
| PART III, LINE 4 | SECTION A - BAD DEBT EXPENSE THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE SUCH A FOOTNOTE. THE AMOUNT OF THE ORGANIZATION'S BAD DEBT AT COST IS DETERMINED BY APPLYING THE UNINSURED DISCOUNT 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. MH PROVIDES FREE OR DISCOUNTED CARE TO UNINSURED OR UNDER-INSURED INDIVIDUALS AT OR BELOW 350% OF THE FEDERAL POVERTY LEVEL. MH 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. PATIENTS RECEIVE AN AUTOMATIC UNINSURED DISCOUNT OF 50% FOR EMERGENCY DEPARTMENT VISITS AND 37% FOR ALL OTHER VISIT TYPES. THE EXPECTED PATIENT PAYMENT AMOUNT ON THE PATIENT'S BILL REFLECTS THIS DISCOUNT. MH MAKES EVERY EFFORT IN DETERMINING IF A PATIENT QUALIFIES FOR CHARITY CARE UPON ADMISSION. MH'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. MH ALSO UTILIZES A FINANCIAL ASSISTANCE (FA) SCORING SYSTEM TO ASSIST IN DETERMINING IF A PATIENT MAY QUALIFY FOR CHARITY CARE EVEN THOUGH THEY HAVE NOT APPLIED FOR IT. FA 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, MH DOES NOT BELIEVE THAT ANY AMOUNTS INCLUDED IN PART III, LINE 2, ARE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY. |
| PART III, LINE 8 | SECTION B - MEDICARE THE EXTENT TO WHICH ANY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT: MEDICARE SHORTFALLS ARE REPORTED AS A COMMUNITY BENEFIT BECAUSE THE COST OF PROVIDING HEALTHCARE TO THE PATIENTS EXCEEDS THE REIMBURSEMENT. IN SUMMARY, HEALTHCARE SERVICES ARE PROVIDED OR RENDERED AT A LOSS. THE METHODOLOGY FOR CALCULATING THE LOSS IS BASED ON RATIO OF COST TO CHARGE FOR CALCULATING EXPENSE AND COMPARED AGAINST THE ACTUAL MEDICARE REIMBURSEMENT. COSTING METHODOLOGY USED: MEDICARE COST IS BASED ON THE MEDICARE COST REPORT WHICH COMBINES ROUTINE AND ANCILLARY COSTS. THE CALCULATION OF COST FOR ANCILLARY SERVICES IS BASED ON RATIO OF COST TO CHARGES AND ROUTINE SERVICES ARE BASED ON DIRECT ROUTINE COSTS, ALLOCATED BASED ON THE MEDICARE PATIENT DAYS AS A PERCENT OF THE TOTAL PATIENT DAYS. |
| PART III, SECTION C - CHARITY CARE PROVISIONS | IF THE PATIENT DOES NOT PAY THE AMOUNT DEEMED TO BE HIS/HER RESPONSIBILITY, THE UNCOLLECTIBLE REMAINDER WOULD BECOME BAD DEBT. PATIENT LIABILITY WILL BE BASED ON THE LESSER OF BILLED CHARGES OR THE CASH DISCOUNT RATE (BASED ON MEDICARE RATES, 10% OF THE PATIENT ANNUAL INCOME, OR THE AMOUNT OUTLINED IN THE ATTACHED FEDERAL POVERTY GUIDELINES). PART III, LINE 9B IT IS THE POLICY OF METHODIST HOSPITAL TO REVIEW AND EVALUATE APPROPRIATE ACCOUNTS FOR BAD DEBT PLACEMENT TO COLLECTION AGENCIES. UNINSURED PATIENTS WILL BE ENCOURAGED TO APPLY FOR UNCOMPENSATED CARE. ACCOUNTS WILL NOT BE APPROVED FOR LEGAL ACTION (BEYOND REPORTING TO CREDIT AGENCIES) UNTIL THE AGENCY SCREENS THE PATIENT FOR UNCOMPENSATED CARE. ONLY THOSE PATIENTS WHOSE INCOME EXCEEDS 200% OF FEDERAL POVERTY GUIDELINES WILL BE APPROVED FOR LEGAL ACTION. METHODIST HOSPITAL WILL NOT GARNISH WAGES. IT WILL, HOWEVER, PERMIT LIENS ON HOMES OR OTHER REAL ESTATE FOR THE PURPOSE OF SECURING REPAYMENT AT SALE OR REFINANCING. |
| PART VI, LINE 2 | NEEDS ASSESSMENT: IN ORDER TO ENSURE THAT OUTREACH EFFORTS WERE TRULY REFLECTIVE OF CONTINUALLY CHANGING COMMUNITY HEALTH NEEDS, METHODIST HOSPITAL (MH) WORKED TO DEVELOP A FORMALIZED AVENUE THROUGH WHICH TO CAPTURE THE COMMUNITY'S VOICE. AT THE BEGINNING OF 2007, MH ESTABLISHED A COMMUNITY OUTREACH ADVISORY COMMITTEE. THIS REPRESENTATIVE BODY IS COMPRISED OF INDIVIDUALS REFLECTING THE COMMUNITY'S SOCIO-DEMOGRAPHIC LANDSCAPE. THE ADVISORY COMMITTEE INFORMED THE PLANNING PROCESS AT EVERY STAGE. DNA AND COMPANY, INC., ON BEHALF OF METHODIST HOSPITAL, COMPLETED THE 2010 COMMUNITY NEEDS ASSESSMENT. A MIXED METHODOLOGY APPROACH WAS EMPLOYED IN ORDER TO PROVIDE A COMPREHENSIVE OVERVIEW OF THE LOCAL SERVICE AREA. THE HOSPITAL'S SERVICE AREA IS COMPRISED OF THIRTEEN ZIP CODES THAT ARE SPREAD THROUGHOUT TEN DIFFERENT CITIES. DATA WAS COMPILED FROM A VARIETY OF SOURCES INCLUDING THE FOLLOWING: CLARITAS, CALIFORNIA DEPARTMENT OF HEALTH SERVICES, OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT, UCLA CENTER FOR HEALTH POLICY RESEARCH, CENTERS FOR DISEASE CONTROL AND PREVENTION, CALIFORNIA DEPARTMENT OF EDUCATION, CENTER FOR SOCIAL SCIENCES RESEARCH AT UNIVERSITY OF CALIFORNIA BERKELY, AND THE CALIFORNIA DEPARTMENT OF JUSTICE. ADDITIONALLY, QUALITATIVE DATA WAS GATHERED THROUGH 25 KEY INFORMANT INTERVIEWS. THOSE INTERVIEWED WERE SELECTED BY THE ADVISORY COMMITTEE BASED ON THE INFORMANT'S EXPERIENCE AND UNDERSTANDING OF VARIOUS COMMUNITY NEEDS. REPRESENTED SERVICE PROVIDERS INCLUDED THE FOLLOWING: POLICE AND FIRE DEPARTMENTS, LOCAL FAITH COMMUNITIES AND SCHOOL DISTRICTS, COMMUNITY-BASED SERVICE ORGANIZATIONS, AND LOCAL BUSINESSES. FOLLOWING THE NEEDS ASSESSMENT PROCESS, FINDINGS WERE RETURNED TO THE COMMUNITY OUTREACH ADVISORY COMMITTEE IN ORDER TO DETERMINE NEXT STEPS. INTERNAL AND EXTERNAL PARTNERS WERE ALSO CONSULTED TO HELP DEVELOP A THREE-YEAR PLAN THAT ALL COULD ENDORSE. BUY-IN WAS SOUGHT FROM THE COMMUNITY OUTREACH ADVISORY COMMITTEE, COMMUNITY PARTNERS, NUMEROUS MH DEPARTMENTS, MH'S MANAGEMENT TEAM, AND MH'S EXECUTIVE TEAM. THE HOSPITAL'S BOARD OF DIRECTORS APPROVED THE FINAL PLAN. THROUGH THIS VERY INFORMATIVE PROCESS, THE PLAN CONTINUED TO DEVELOP AND EVOLVE INTO WHAT HAS BEEN DETAILED BELOW. THE TRUE VALUE IS IN THE HOSPITAL AND COMMUNITY'S ABILITY TO TAKE GENUINE OWNERSHIP OF THIS PLAN AND THE OUTCOME OF EVERYONE'S COLLECTIVE EFFORTS. |
| PART VI, LINE 3 | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: METHODIST HOSPITAL OF SOUTHERN CALIFORNIA (MH) INFORMS MH MEDICAL STAFF AND EMPLOYEES OF AVAILABLE LOW AND NO-COST RESOURCES. THIS INFORMATION IS DISTRIBUTED THROUGH COMMUNITY OUTREACH RESOURCE TABLES AT EMPLOYEE FAIRS, INTERNAL NEWS BULLETINS, AND MANAGEMENT MEETINGS. MH ALSO PROVIDES MEDICARE COUNSELING TO MH MEDICAL STAFF AND EMPLOYEES. MH DISTRIBUTES ITS FINANCIAL ASSISTANCE POLICY AND RELEVANT CONTACT INFORMATION TO PATIENTS UPON THEIR ADMITTIANCE TO THE HOSPITAL. EXTERNALLY, MH COMPILES AND MAINTAINS INFORMATION ON AVAILABLE LOW AND NO-COST LOCAL SERVICES, INCLUDING DIRECT CONTACT PERSONS FOR EACH PROGRAM. IT CREATES A COMPREHENSIVE COMMUNITY OUTREACH CALENDAR FOR THE MH WEBSITE AND DISTRIBUTES INFORMATION THROUGH A COMMUNITY OUTREACH BROCHURE, THE 50+ BULLETIN, AND THE HEALTH MINISTRIES NEWSLETTER. IT DISSEMINATES INFORMATION THAT PARTNERS CAN PUBLICIZE THROUGH THEIR OWN INTERNAL MECHANISMS. IN ADDITION, IT ALLOCATES RESOURCES TO INCREASE COMMUNITY ACCESS TO HEALTH-RELATED SERVICES AND DELIVERS MEDICARE COUNSELING TO COMMUNITY GROUPS. |
| PART VI, LINE 4 | COMMUNITY INFORMATION: AS OF 2010, METHODIST HOSPITAL'S SERVICE AREA WAS COMPRISED OF APPROXIMATELY 475,848 PERSONS. THIS REPRESENTS A GROWTH OF FIVE PERCENT SINCE THE YEAR 2007, WITH A FORECASTED INCREASE OF ANOTHER FIVE PERCENT BY THE YEAR 2015. THE 2010 DEMOGRAPHIC DISTRIBUTION IS AS FOLLOWS: AGE GROUP 21 TO 64 YEARS - 59% UNDER 21 YEARS - 28% 65 YEARS AND OVER - 13% RACE/ETHNICITY HISPANIC - 37% ASIAN OR PACIFIC ISLANDER - 35% WHITE - 23% LANGUAGE SPOKEN AT HOME ENGLISH ONLY - 37% SPANISH - 31% ASIAN OR PACIFIC ISLAND LANGUAGE - 28% IT IS WORTH NOTING THAT THE POPULATION OF RESIDENTS 65 YEARS AND OLDER, AND THAT OF ASIAN OR PACIFIC ISLANDERS, IS GREATER THAN THAT SEEN IN LOS ANGELES COUNTY - WHEREIN THE HOSPITAL IS LOCATED - AS A WHOLE. |
| PART VI, LINE 5 | PROMOTION OF COMMUNITY HEALTH: THE 2010 NEEDS ASSESSMENT REVEALED THE DESIRE TO HAVE MH FACILITATE ADDITIONAL NETWORKING OPPORTUNITIES. BECAUSE MH ESTABLISHED THE WEST SAN GABRIEL VALLETY HEALTH COUNCIL TO FACILITATE NETWORKING AMONG LOCAL SERVICE PROVIDERS, DIVERSIFYING THIS GROUP THAT HAS BEEN VERY WELL-RECEIVED BY THE COMMUNITY IS AN IDEAL METHOD OF ADDRESSING THE ISSUE. DOING SO WILL HELP ESTABLISH LINKAGES THAT SUPPORT HEALTH SERVICES TO THE COMMUNITY. SOLID CONNECTIONS BETWEEN PROVIDERS ARE KEY TO ADDRESSING THE IDENTIFIED ACCESS ISSUES THAT UNDER/UNINSURED COMMUNITY MEMBERS FACE. BECAUSE AVAILABLE SERVICES ARE SOMETIMES UNKNOWN TO THOSE IN NEED, AS WELL AS TO THE SERVICE PROVIDERS WHO CARE FOR THEM, FACILITATING NETWORKING OPPORTUNITIES WILL BE A PRIMARY OBJECTIVE OVER THE NEXT THREE YEARS. |
| OTHER INFORMATION: | 1. A MAJORITY OF THE HOSPITAL'S GOVERNING BODY IS COMPRISES OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF THE HOSPITAL NOR FAMILY MEMBERS THEREOF. 2. THE HOSPITAL DOES EXTEND MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS. 3. THE HOSPITAL REINVESTS THE SURPLUS IN CAPITAL INVESTMENT TO HELP IMPROVE PATIENT CARE AND TO FOLLOW THE MISSION OF MHSC. THE HOSPITAL ALSO USES THE SURPLUS TO INVEST IN ITS EMPLOYEES INCLUDING EDUCATION. |
| PART VI, LINE 7 | STATE FILING OF COMMUNITY BENEFIT REPORT: THE HOSPITAL FILES A COMMUNITY BENEFIT REPORT IN CALIFORNIA. |
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 |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dennis M Lee | |||||||||||||
| 546502 | 0 | 0 | 0 | 1300 | 0 | 40950 | 0 | 10268 | 0 | 599020 | 0 | 0 | 0 |
| Kay Berglund | |||||||||||||
| 308091 | 0 | 0 | 0 | 1300 | 0 | 40950 | 0 | 10268 | 0 | 360609 | 0 | 0 | 0 |
| Jill Underwood | |||||||||||||
| 193212 | 0 | 0 | 0 | 1300 | 0 | 30881 | 0 | 4456 | 0 | 229849 | 0 | 0 | 0 |
| Carolyn Tadeja | |||||||||||||
| 251091 | 0 | 0 | 0 | 1300 | 0 | 32687 | 0 | 1104 | 0 | 286182 | 0 | 0 | 0 |
| Michael Driebe | |||||||||||||
| 178162 | 0 | 0 | 0 | 1300 | 0 | 34556 | 0 | 748 | 0 | 214766 | 0 | 0 | 0 |
| Kelly Linden | |||||||||||||
| 288730 | 0 | 0 | 0 | 1300 | 0 | 35450 | 0 | 5268 | 0 | 330748 | 0 | 0 | 0 |
| Wilfred Garand | |||||||||||||
| 215377 | 0 | 0 | 0 | 0 | 0 | 18652 | 0 | 0 | 0 | 234029 | 0 | 0 | 0 |
| Laurie Hanvey | |||||||||||||
| 193426 | 0 | 0 | 0 | 1300 | 0 | 9998 | 0 | 5956 | 0 | 210680 | 0 | 0 | 0 |
| Vanessa Woo | |||||||||||||
| 188946 | 0 | 0 | 0 | 0 | 0 | 17753 | 0 | 4310 | 211009 | 0 | 0 | 0 | |
| Nora Bazar | |||||||||||||
| 187421 | 0 | 0 | 0 | 0 | 0 | 23874 | 0 | 0 | 0 | 211295 | 0 | 0 | 0 |
| Robert Duffield | |||||||||||||
| 176865 | 0 | 0 | 0 | 0 | 0 | 10629 | 0 | 816 | 0 | 188310 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Supplemental Compensation Information | Part I, Line 1 The foundation paid country club dues on behalf of Dennis Lee. There was no personal use of the country club during the year. |
| Supplemental Non-qualified Retirement Plan | Part I, Line 4B Methodist Hospital (MH) maintains a section 457F deferred compensation plan for management and highly compensated employees. MH contributes to the plan a percentage of the participant's base compensation. Participants become fully vested when they attain the age of 67 while still employed by MH. There were no payouts for the 457F in 2010. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA Statewide Communities Development Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 680164610 | IssuerEIN |
| CUSIP Number | 130795B55 | CUSIPNumber |
| Date Issued | 2009-02-04 | DateIssued |
| Issue Price | 302320000 | IssuePrice |
| Description Of Purpose | Hospital Construction | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 304648993 | TotalProceeds |
| Amount In Reserve Fund | 26408000 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 10288988 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 184515214 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 83436791 | AmountUnspent |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | true | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 0. | TermOfGIC |
| Regulatory Safe Harbor Satisfied | true | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF PURPOSE | PART I | HOSPITAL CONSTRUCTION AND REFUNDING OF 12/01/1992 & 07/01/1996 ISSUANCES. PART II, LINE 3 IT DOES NOT RECONCILE TO PART I, LINE A, COLUMN E, DUE TO A BOND PREMIUM IN THE AMOUNT OF $2,328,993. |
| NAME OF GIC PROVIDER AND GIC TERMS | PART IV, LINE 4 | NAME OF GIC PROVIDER TERM BANK OF NY/RABO 29 YRS BANK OF NY/RABO 12 YRS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | Methodist hospital, founded in 1903, is a 460-bed, not-for-profit hospital serving the central san gabriel valley. Services provided include comprehensive acute care such as medical, surgical, perinatal, pediatrics, oncology, intensive care (neonatal and adult), and complete cardiovascular services, including open-heart surgery. Methodist hospital (MH) is accredited by the joint commission on accreditation of healthcare. METHODIST HOSPITAL DEDICATES AN ENTIRE DEPARTMENT TO ADDRESSING ITS OUTREACH OBJECTIVES OF SERVING THE WHOLE COMMUNITY, NOT ONLY THOSE WHO COME TO ITS DOORS. BUILDING ON A LONG TRADITION OF SERVICE TO LOCAL RESIDENTS, THE COMMUNITY OUTREACH DEPARTMENT UTILIZES HOSPITAL STRENGTHS, ALONGSIDE THOSE OF OTHER WELL-ESTABLISHED COMMUNITY PARTNERS. THIS STRATEGY ALLOWS MH TO BETTER UNDERSTAND AND REACH THE MOST VULNERABLE SECTORS OF THE COMMUNITY WHILE MEETING PRESSING HEALTH CARE NEEDS. THE GOAL IS TO IMPROVE THE COMMUNITY'S HEALTH STATUS BY EMPOWERING INDIVIDUALS TO MAKE HEALTHY LIFE CHOICES. OUR MISSION IS TO PROVIDE HIGH-QUALITY HEALING SERVICES WHILE CARING FOR THE PATIENT AS A WHOLE PERSON WITH EMOTIONAL AND SPIRITUAL DIMENSIONS AS WELL AS PHYSICAL NEEDS. WORKING TOGETHER, WE WILL PROVIDE AN EXCEPTIONAL PATIENT EXPERIENCE INSPIRED BY PERSONAL RELATIONSHIPS AND GENUINE COMPASSION. OUR VALUES ARE INTEGRITY, RESPECT, AND COMPASSION. THESE VALUES SHALL CHARACTERIZE ALL OUR ACTIONS AND INTERACTIONS EMBRACING OUR MULTICULTURAL ENVIRONMENT. CAMPUS EXPANSION PROJECT THROUGHOUT ITS MORE THAN 100 YEAR HISTORY, METHODIST HOSPITAL HAS CONTINUED TO GROW AND EVOLVE WITH CONTINUALLY CHANGING COMMUNITY NEEDS. A CAMPUS EXPANSION PROJECT IS WELL UNDERWAY; A REFLECTION OF THE ONGOING COMMITMENT TO CHANGE WITH THE TIMES IN ORDER TO SERVE PATIENTS WELL INTO THE 21ST CENTURY. PLANS FOR THE PROJECT INCLUDE A NEARLY 155,000-SQUARE-FOOT, FIVE-STORY PATIENT TOWER THAT WILL HOUSE AN EXPANDED, STATE-OF-THE-ART EMERGENCY DEPARTMENT, THREE FLOORS OF PATIENT ROOMS, A NEW DIETARY FACILITY AND DINNING ROOM, AND A NEW CENTRAL PHARMACY. THE CAMPUS PLAN TAKES INTO CONSIDERATION THE MULTITUDE OF ISSUES FACING OUR COMMUNITY'S HEALTH CARE NEEDS BY PROVIDING FOR ADDED MEDICAL, SURGICAL AND EMERGENCY SERVICES. OVER THE YEARS, TWO ACUTE CARE HOSPITALS IN THE SAN GABRIEL VALLEY HAVE CLOSED. THE RESULT IS THE ELIMINATION OF VITAL EMERGENCY AND PATIENT CARE SERVICES, WHICH PUTS PRESSURE ON NOT-FOR-PROFIT HOSPITALS DEDICATED TO STAYING OPEN AND SERVING THE COMMUNITY. AT THE SAME TIME, OUR LOCAL COMMUNITY IS AGING, ESPECIALLY AS THE BABY BOOMER GENERATION MOVES TOWARD RETIREMENT. THE GROWING NUMBER OF SENIORS IN THE COMMUNITY WILL DICTATE THE NEED FOR ADDED CAPACITY IN SPECIFIC PATIENT SERVICES, AS WELL AS MEDICALLY ADVANCED CARE. COMMUNITY BENEFIT OBJECTIVES METHODIST HOSPITAL'S 2009-2011 COMMUNITY BENEFIT PLAN PRIORITIZES SIX KEY OBJECTIVES BASED ON NEEDS IDENTIFIED IN THE LATEST COMMUNITY NEEDS ASSESSMENT. PROGRESS HAS BEEN MADE IN EACH OF THESE AREAS, WHEREIN SERVICES ARE BEING PROVIDED AT NO COST TO THE COMMUNITY. THE FIRST OBJECTIVE LOOKS TO INCREASE EDUCATIONAL PROGRAMMING TO THE COMMUNITY. TO THIS END, A NUMBER OF EDUCATIONAL OUTREACH PROGRAMS, SCREENINGS, AND SERVICES HAVE BEEN MADE MORE ACCESSIBLE TO THE PREDOMINANTLY SPANISH AND CHINESE-SPEAKING COMMUNITIES. THE SECOND OBJECTIVE IS TO INCREASE FOCUS ON ADDRESSING CARDIOVASCULAR HEALTH. TO THIS END, A COMMUNITY-WIDE HEART FAIR WAS SPONSORED, WHILE MONTHLY BLOOD PRESSURE SCREENIINGS WERE PROVIDED AT THREE DIFFERENT COMMUNITY CENTERS AND FAITH COMMUNITY SITES. ALSO, THE HOSPITAL DEDICATED TIME, RAISED FUNDS AND AWARENESS, AND SENT A TEAM OF WALKERS TO THE LOCAL AMERICAN HEART ASSOCIATION WALK. THE THIRD OBJECTIVE IS TO INCREASE CANCER EDUCATION AND SCREENING OPPORTUNITIES. TO THIS END, A COMMUNITY-WIDE, MULTI-LINGUAL PROSTATE SCREENING WAS HOSTED. THE HOSPITAL ALSO BECAME VERY ACTIVE IN THE LOCAL BREAST HEALTH TASK FORCE, PARTNERING WITH AGENCIES TO PROVIDE EDUCATIONAL AND SCREENING OPPORTUNITIES, WHILE SEEKING GRANT FUNDING TOWARDS SUSTAINABILITY. FURTHERMORE, THE HOSPITAL DEDICATED TIME, RAISED FUNDS AND AWARENESS, AND PROVIDED STAFFING FOR TWO DIFFERENT AMERICAN CANCER SOCIETY RELAYS FOR LIFE. FINALLY, THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER REVIEWS THE HOSPITAL'S ONCOLOGY PROGRAM EVERY THREE YEARS AS A REQUIREMENT OF ACCREDITATION. DURING THEIR NOVEMBER 2010 VISIT, THE SURVEYORS GAVE HIGH PRAISE TO THE CANCER OUTREACH EFFORTS IN PLACE, AND THE ACCREDITATION THAT FOLLOWED IDENTIFIED CANCER OUTREACH AS ONE OF THE AREAS THAT EARNED A FORMAL COMMENDATION. THE FOURTH OBJECTIVE IS TO INCREASE PROGRAMMING ON DIABETES AS WELL AS WEIGHT MANAGEMENT. TO THIS END, A NUMBER OF COMMUNITY EDUCATION AND SCREENING PROGRAMS HAVE BEEN DELIVERED TO SCHOOL AND FAITH COMMUNITY GROUPS, IN ADDITION TO A MYRIAD OF COMMUNITY ORGANIZATIONS AND PRIVATE BUSINESSES. ALSO, GRANT FUNDING WAS SOUGHT AND OBTAINED FROM SOUTHERN CALIFORNIA EDISON IN 2010 TOWARDS A MULTICULTURAL DIABETES EDUCATION PROGRAM, WHICH CONSISTS OF NINE LARGE-SCALED, MULTILINGUAL EDUCATION AND SCREENING SUMMITS BEING OFFERED AT DIFFERENT COMMUNITY SITES IN 2011. THE FIFTH OBJECTIVE IS TO FACILITATE ACCESS TO HEALTH-RELATED SERVICES. TO THIS END, THERE HAS BEEN AN INCREASE IN PRESENTATIONS TO COMMUNITY GROUPS ON INSURANCE AND HEALTHCARE ACCESS. ADDITIONALLY, A LOW/NO-COST LOCAL SERVICE GUIDE WITH DIRECT CONTACT PERSONS FOR EACH PROGRAM IS REGULARLY UPDATED AND DISTRIBUTED, AS IS A SENIOR RESOURCE GUIDE. THE SIXTH OBJECTIVE IS TO FACILITATE COMMUNITY COLLABORATION. TO THIS END, HOSPITAL-SPONSORED COMMUNITY NETWORKING MEETINGS HAVE INCREASED FROM QUARTERLY TO BI-MONTHLY, EFFECTIVELY DOUBLING AGENCY MEMBERSHIP, PARTICIPATION, AND DIVERSITY. FURTHERMORE, PARTICIPATION IN LOCAL COLLABORATIVE MEETINGS HAS INCREASED AS A MEANS OF SUPPORTING NETWORKING EFFORTS BY COMMUNITY MEMBERS. |
| THE EMPLOYEES BEHIND THE NUMBERS | DESPITE THE FACT THAT EMPLOYEES WORK ALL DAY TO ENSURE THEIR PART IN PROVIDING EXCEPTIONAL PATIENT CARE ON THE JOB, MANY CARRY THIS SAME SPIRIT TO VARIOUS SECTORS OF THEIR PERSONAL LIVES. HOSPITAL EMPLOYEES AND COMMUNITY MEMBERS ALIKE CONTINUALLY INQUIRE ABOUT DONATING THEIR TIME, ENERGIES, AND RESOURCES TO SERVE THOSE IN NEED. SOME OF THE THINGS OUR EMPLOYEES DID TO ENHANCE THEIR COMMUNITY IN 2010 ARE AS FOLLOWS: SUPPORT COMMUNITY MENTAL HEALTH CLINIC PREPARE MEALS FOR THOSE WITH LIMITATIONS DRIVE THOSE WITH TRANSPORTATION CHALLENGES TO MEDICAL APPOINTMENTS OPEN HOME UP TO MYOTONIC DYSTROPHY SUPPORT GROUP CHAIR FUNDRAISERS FOR MUSCULAR DYSTROPHY RESEARCH COLLECT MEDICAL BOOKS TO SEND TO IRAQ SORT AND DISTRIBUTE ITEMS AT FOOD BANKS ADMINISTER FLU VACCINES TO CHILDREN SERVE MEALS AT SOUP KITCHENS ORGANIZE RUMMAGE SALES TO RAISE FUNDS FOR RONALD MCDONALD HOUSE TEACH CPR TO SCHOOLS AND BOY SCOUT TROOPS SERVE AS GIRL SCOUT LEADER TEACH FOOD BANK CLIENTS (ON SITE AND AT THEIR HOMES) ABOUT DIABETES MANAGEMENT TEACH FAMILY LIFE TO 5TH AND 6TH GRADE STUDENTS EDUCATE AND SUPPORT WOMEN IN CRISIS PREGNANCIES, WHILE PROVIDING THEM WITH GENTLY-USED CLOTHING, HOUSING SUPPORT, PHYSICIAN IDENTIFICATION, COUNSELING, AND CLASSES TO COMPLETE GED OR OBTAIN WORK SKILLS BUILD HOUSES IN TIJUANA, MEXICO FOR HOMELESS INDIVIDUALS RAISE FUNDS TO PROVIDE HEALING TO WOMEN WHO HAVE EXPERIENCED ABORTION MAKE AND DELIVER SPECIAL OCCASION GIFTS (HOLIDAYS, MOTHER'S AND FATHER'S DAY, ETC.) TO CONVALESCENT HOME RESIDENTS ENTERTAIN CONVALESCENT HOME RESIDENTS DELIVER 'MEALS ON WHEELS' THROUGHOUT THE COMMUNITY DONATE MONEY AND PARTICIPATE IN ORGANIZED WALKS TO RAISE AWARENESS AND FUNDS FOR HUNGER, ORGAN DONATION, HEART DISEASE, AND CANCER ORGANIZE AND PARTICIPATE IN MEDICAL MISSION TRIP TO TATOXCAC, MEXICO DONATE A PORTION OF EACH PAYCHECK TO ASSIST FELLOW EMPLOYEES IN NEED THE QUANTITATIVE DATA INCLUDED IN THIS REPORT CAPTURES MUCH OF THE COMMUNITY BENEFIT PROVIDED BY METHODIST HOSPITAL. UNFORTUNATELY, IT CANNOT CAPTURE THE INTANGIBLE AND IMMEASURABLE BENEFITS OF SIMPLY DOING WHAT IT IS THAT METHODIST HOSPITAL NATURALLY DOES BEST. THIS REPORT DOES NOT CAPTURE THE TRUE IMPACT OF 1200 INFLUENZA VACCINES DELEVERED THROUGH COMMUNITY CLINICS. IT CERTAINLY CANNOT TELL OF SUPPORT GROUP PARTICIPANTS AND FAMILY MEMBERS WHO ARE SO IMPACTED BY SERVICES, THAT THEY JUST HAVE TO STOP BY MONTHS LATER TO SAY "THANK YOU." IT WILL NOT SUMMARIZE THE IMPACT OF MANY INDIVIDUAL LIVES THAT WERE MEANINGFULLY TOUCHED BY A RIDE HOME OR A SIMPLE EXPRESSION OF TRUST. THIS REPORT IS MERELY AN ATTEMPT TO REFLECT SOME OF THE ENERGY, WARMTH, AND SPIRIT THAT METHODIST HOSPITAL HAS BEEN PROUD TO DEDICATE TOWARDS COMMUNITY BENEFIT FOR OVER A CENTURY. COMMUNITY BENEFIT AND FINANCIAL SUMMARY COMMUNITY HEALTH EDUCATION, SUPPORT AND MEDICAL SERVICES WERE PROVIDED THROUGH THE COMMUNITY OUTREACH, HEALTH MINISTRIES, BUSINESS DEVELOPMENT, OCCUPATIONAL HEALTH, HR, CANCER RESOURCE, SENIOR CARE, PASTORAL CARE, NURSING, EMERGENCY, AND EDUCATION DEPARTMENTS AND TOOK THE FORM OF HEALTH LECTURES, SEMINARS, CLASSES, EDUCATIONAL MATERIALS, HEALTH COUNSELING, HEALTH FAIRS, FREE MEDICAL SERVICES, COMMUNITY CLINICS, CANCER SUPPORT SERVICES, AND EDUCATIONAL EVENTS, AT A TOTAL COST OF $695,310. OUTREACH TO SPECIAL DEMOGRAPHIC AND HIGH NEED POPULATIONS WAS PROVIDED THROUGH THE COMMUNITY OUTREACH, MATERNAL CHILD HEALTH, EDUCATION, SENIOR CARE, PERINATOLOGY PROGRAM, CPSP CLINICS, AND ETHNIC SERVICES DEPARTMENTS AND TOOK THE FORM OF HEALTH LECTURES, SEMINARS, CLASSES, EDUCATIONAL MATERIALS, HEALTH COUNSELING, HEALTH FAIRS, FREE MEDICAL SERVICES, COMMUNITY CLINICS, AND EDUCATIONAL EVENTS, AT A TOTAL COST OF $347,787. CARE FOR THE COMMUNITY AND EMPLOYEES WAS PROVIDED THROUGH THE EDUCATION, OCCUPATIONAL HEALTH, AND HR DEPARTMENTS AND TOOK THE FORM OF SUPPORT GROUPS, HEALTH PROMOTION, EDUCATION FOR PROFESSIONALS, AND NOTARY SERVICES, AT A TOTAL COST OF $893,063. DONATIONS TO THE COMMUNITY TOOK PLACE THROUGH THE FOUNDATION AND THE MATERIALS MANAGEMENT AND ADMINISTRATION DEPARTMENTS, THROUGH THE DONATIONS OF SUPPLIES AND FINANCIAL SUPPORT TO NON-PROFIT, MISSION-COMPATIBLE ORGANIZATIONS, AT A TOTAL COST OF $13,173. PART VI, LINE 6 DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, LINE 7A THE MEMBERS OF THE CORPORATION HAVE THE POWER OF ELECTING 15 OF THE DIRECTORS OF THE BOARD. | |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | GENERAL ACCOUNTING WITH THE ASSISTANCE OF SELECT DEPARTMENTS WITHIN THE HOSPITAL INCLUDING HUMAN RESOURCES, COMPLIANCE AND HOSPITAL ADMINISTRATION WORK IN CONJUNCTION WITH THE HOSPITALS' OUTSIDE ACCOUNTING FIRM, KPMG, TO COMPILE THE REQUIRED DOCUMENTS TO PREPARE THE FORM 990. THE CONTROLLER AND ACCOUNTING MANAGER OVERSEE THE ENTIRE PROCESS ALONG WITH KPMG, PREPARER, FROM START TO COMPLETION. DRAFTS OF THE FORM 990 ARE REVIEWED BY THE ACCOUNTING MANAGER, CONTROLLER AND CHIEF FINANCIAL OFFICER. WHEN REVIEWS ARE COMPLETE, THE HOSPITAL RECEIVES A FINAL VERSION OF THE FORM 990 FOR APPROVAL BY THE CHIEF FINANCIAL OFFICER. BOARD FINANCE, AUDIT AND COMPLIANCE COMMITTEES RECEIVE AN OVERVIEW OF THE FORM 990 INCLUDING GUIDING PRINCIPLES AND REDESIGN. IN ADDITION, A COPY OF THE FINAL FORM 990 IS DISTRIBUTED TO THE BOARD FINANCE, AUDIT AND COMPLIANCE COMMITTEES FOR REVIEW PURPOSES. SUBSEQUENTLY, THE HOSPITAL'S BOARD OF DIRECTORS ARE PRESENTED WITH AN OVERVIEW OF THE FORM 990 ALONG WITH A COPY OF THE FINAL FORM 990 FOR THEIR REVIEW AS WELL. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | ALL OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND FILE IT WITH THE PRESIDENT OF METHODIST HOSPITAL, TO BE INSPECTED BY THE OFFICERS OF THE CORPORATION. A SUMMARY OF THE DISCLOSURES WILL BE PREPARED BY THE PRESIDENT AND SUBMITTED TO THE FINANCE, AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND DISCUSSION. SUCH DISCUSSION WILL BE PRESENTED TO THE FULL BOARD AT THE NEXT BOARD MEETING. IF THERE IS A CHANGE IN AN INTERESTED PARTY'S DISCLOSED CONFLICTS AT ANY TIME DURING THE YEAR, SUCH CHANGE SHALL BE DISCLOSED IMMEDIATELY IN WRITING TO THE PRESIDENT OF THE HOSPITAL. AN INDIVIDUAL COVERED BY THIS POLICY IS REQUIRED TO NOTIFY AND DISCUSS WITH THE PRESIDENT OR CHAIRMAN OF THE BOARD ANY TRANSACTION, WHICH MIGHT INVOLVE A CONFLICT OF INTEREST. WHEN A POTENTIAL CONFLICT ARISES, THE CHAIRMAN OF THE BOARD OR PRESIDENT SHALL RAISE THE ISSUE FOR DISCUSSION. BASED ON THE ASSESSMENT OF THE MATERIALITY OF THE CONFLICT, THE INTERESTED OFFICER OR DIRECTOR MAY BE ASKED TO ONLY PROVIDE INPUT INTO THE DISCUSSION BUT REFRAIN FROM VOTING; OR MAY BE ASKED TO LEAVE THE ROOM DURING THE DISCUSSION AND REFRAIN FROM VOTING. |
| COMPENSATION REVIEW | FORM 990, PART VI, LINES 15A AND 15B | COMPENSATION ARRANGEMENTS INVOLVING ANY OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES ARE ESTABLISHED PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS PROVIDED FOR IN IRC SEC. 4958 (EXCESS BENEFIT TRANSACTION TAX). THIS PROCESS REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, THE USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION MAKING PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE ANNUAL PERFORMANCE OF OFFICERS AND KEY EMPLOYEES, INCLUDING THE FOLLOWING: PRESIDENT AND CHIEF EXECUTIVE OFFICER VICE PRESIDENT - FINANCE VICE PRESIDENT - HUMAN RESOURCES VICE PRESIDENT - CHIEF OPERATING OFFICER VICE PRESIDENT - CHIEF NURSING OFFICER PRESIDENT - FOUNDATION THE BOARD PERFORMS PERIODIC REVIEW AND DETERMINATION OF APPROPRIATE COMPENSATION LEVELS FOR THE PREVIOUSLY MENTIONED OFFICERS AND KEY EMPLOYEES BASED UPON EXTERNAL SALARY DATA. THEIR MOST RECENT REVIEW INCLUDED BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY ORGANIZATIONS WHICH THE GOVERNING BODY BELIEVES ARE SIMILARY SITUATED FOR SIMILAR JOB RESPONSIBILITIES, AS OBTAINED FROM INDEPENDENT THIRD-PARTY SOURCES. THE BOARD'S WRITTEN RECORDS INCLUDE THE (1) TERMS OF THE ARRANGEMENT WITH THE DISQUALIFIED PERSON (INCLUDING THE DATE THE ARRANGEMENT WAS APPROVED); (2) A LIST OF MEMBERS PRESENT DURING THE DEBATE ON THE TRANSACTION (AND HOW THE MEMBERS VOTED WHEN IT WAS APPROVED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS, A DESCRIPTION OF THE COMPARABILITY DATA, HOW IT WAS OBTAINED, THE MEMBERS PRESENT AND HOW THEY VOTED, WAS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | UNDER CURRENT FEDERAL TAX LAW, THE ORGANIZATION IS NOT REQUIRED TO MAKE IT IS GOVERNING DOCUMENTS, ETC. AVAILABLE FOR PUBLIC INSPECTION. HOWEVER, THE ORGANIZATION DOES MAKE ITS AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| AVERAGE HOURS PER WEEK | PART VIII | DENNIS LEE IS THE PRESIDENT OF METHODIST HOSPITAL. HE ALSO SERVES ON THE BOARD OF THE FOUNDATION. THE AVERAGE HOURS DEVOTED TO HIS POSITION WITH THE FOUNDATION ARE 2 HOURS PER WEEK. KAY BERGLUND IS THE SENIOR VICE PRESIDENT/CFO OF METHODIST HOSPITAL. SHE ALSO SERVES ON THE BOARD OF THE FOUNDATION. THE AVERAGE HOURS DEVOTED TO HER POSITION WITH THE FOUNDATION ARE 2 HOURS PER WEEK. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 5 | CHANGE IN FMV OF CLASS ACTION SETTLEMENT: (697,636) CHANGE IN FMV OF GAURANTEED INVESTMENT CONTRACTS: 2,070,850 INVESTMENT INCOME UNREALIZED GAINS: 21,085 CHANGE IN BENEFICIAL INTEREST IN FOUNDATION: (1,922,757) ----------- (528,459) =========== |
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 |
|---|---|---|---|---|---|---|---|---|---|
| METHODIST HOSPITAL FOUNDATION | |||||||||
| 300 W HUNTINGTON DRIVE | ARCADIA | CA | 91007 | 953407027 | FUNDRAISING | CA | 501(C)(3) | 7 | MHSC |
| AUX OF METHODIST HOSPITAL OF SO CALIF | |||||||||
| 300 W HUNTINGTON DRIVE | ARCADIA | CA | 91007 | 953407027 | FUNDRAISING | CA | 501(C)(3) | 11,III-FI | NA |
| 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 | false | 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 | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| METHODIST HOSPITAL FOUNDATION | |
| C | 5259633 |
| METHODIST HOSPITAL FOUNDATION | |
| N | 1112976 |