ST JOSEPH HEALTH SYSTEM: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: ST JOSEPH HEALTH SYSTEM (EIN 95-3589356)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-04
IRS object ID: 201141249349300234
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 F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-04T12:00:48-04:00	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	ERNST & YOUNG US LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	18111 VON KARMAN AVENUE SUITE 1000	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92612	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	953589356	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HEALTH SYSTEM	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	STJO	NameControl
Phone	7143477500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 S MAIN STREET	AddressLine1
City	ORANGE	City
State	CA	State
ZIP Code	928684507	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DEBORAH PROCTOR	Name
Title	PRESIDENT AND CEO	Title
Date Signed	2011-04-14	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	9497942300	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	DEBORAH PROCTOR	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	500 S MAIN ST	AddressLine1
City	ORANGE	City
State	CA	State
ZIP Code	928684507	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	91351701	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Group Exemption Number	0928	GroupExemptionNumber
Organization501c	X	Organization501c
Web Site	WWW.STJHS.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1981	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	We are committed to extending the tradition of the Sisters of St. Joseph of Orange by continually improving the health and quality of life in the communities we serve.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	272	TotalNbrEmployees
Total Nbr Volunteers	14	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	465833	ContributionsGrantsPriorYear
Contributions Grants Current Year	18094	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	62256150	ProgramServiceRevenuePriorYear
Program Service Revenue CY	63523629	ProgramServiceRevenueCY
Investment Income Prior Year	-14864575	InvestmentIncomePriorYear
Investment Income Current Year	7939686	InvestmentIncomeCurrentYear
Other Revenue Prior Year	14727396	OtherRevenuePriorYear
Other Revenue Current Year	19870292	OtherRevenueCurrentYear
Total Revenue Prior Year	62584804	TotalRevenuePriorYear
Total Revenue Current Year	91351701	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	3639923	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	4057155	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	48784776	SalariesEtcPriorYear
Salaries Etc Current Year	53782806	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	606318	TotalFundrsngExpCurrentYear
Other Expense Prior Year	31006794	OtherExpensePriorYear
Other Expenses Current Year	36785798	OtherExpensesCurrentYear
Total Expenses Prior Year	83431493	TotalExpensesPriorYear
Total Expenses Current Year	94625759	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-20846689	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-3274058	RevenuesLessExpensesCY
Total Assets BOY	1529353396	TotalAssetsBOY
Total Assets EOY	1693408761	TotalAssetsEOY
Total Liabilities BOY	1465771995	TotalLiabilitiesBOY
Total Liabilities EOY	1629527518	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	63581401	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	63881243	NetAssetsOrFundBalancesEOY
Mission Description	See Schedule O	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	61086560	Expense
Grants	4057155	Grants
Revenue	83719234	Revenue
Description	SEE SCHEDULE O	Description
Total Program Service Expense	61086560	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	false	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	true	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	false	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	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	true	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	true	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	324	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	272	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
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	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	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	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	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	DARRIN MONTALVO	NamePerson
Telephone Number	7143477500	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	500 S MAIN STREET SUITE 1000	AddressLine1
City	ORANGE	City
State	CA	State
ZIP Code	92868	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (43 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
RICHARD S BLAIR
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	X	0	0	0
NED DOLEJSI
BOARD TRUSTEE	2.0	X	0	0	0
SISTER JO ANN EANNARENO
BOARD TRUSTEE	2.0	X	0	0	0
HECTOR FLORES
BOARD TRUSTEE	2.0	X	0	0	0
SISTER MARIE JEANNE GAILLAC
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	X	0	0	0
SISTER DIANE HEJNA
BOARD TRUSTEE	4.0	X	0	0	0
FATHER THOMAS KOPFENSTEINER
BOARD TRUSTEE	2.0	X	0	0	0
MARY LYONS
BOARD TRUSTEE	2.0	X	0	0	0
SISTER EILEEN MCNERNEY CSJ
BOARD TRUSTEE	2.0	X	0	0	0
SISTER MARY BERNADETTE MCNULTYCSJ
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	X	0	0	0
BILL NOCE
BOARD TRUSTEE/CHAIRMAN	5.0	X	25227	0	0
SISTER LORAINE POLACCI
BOARD TRUSTEE	2.0	X	0	0	0
HENRY WALKER
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	X	0	0	0	X
DAN WILFORD
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	X	0	0	0
PAULA WOODS
BOARD TRUSTEE/COMMITTEE CHAIR	4.0	X	0	0	0
DEBORAH PROCTOR
SYSTEM CEO	50.0	X	1687083	0	1502436	X
DARRIN MONTALVO
EVP CFO	50.0		811782	0	49298	X
SUSAN WHITTAKER
SVP CAO, GVCNSL	50.0		701508	0	57073	X
SISTER JANE HELMLINGER
VP of Mission Integration	50.0		0	0	0	X
JOE RANDOLPH
SYSTEM EXEC VP COO	50.0		1204755	0	51966		X
BILL MURIN
EVP, SYSTEM SERVICES	50.0		779744	0	17374		X
ELLIOT STERNBERG
EVP, CHIEF MEDICAL OFFICER	50.0		873890	0	37836		X
ANNETTE WALKER
SVP, STRATEGIC IMPLEMENTATION	50.0		463805	0	14464		X
CLYDE WESP
SVP,CHIEF MEDICAL OFFICER/CMIO	50.0		613349	0	18839		X
SHANNON DWYER
SVP GENERAL COUNSEL	50.0		518715	0	49336		X
ADRIANNA LYNCH
SVP, CORP COMM & MARKETING	50.0		578142	0	35607		X
CR BURKE
SVP, INTEGRATED MED GROUP OP	50.0		670076	0	33803		X
LARRY AINSWORTH
CEO, SJH			909908	0	43734		X
JASON BARKER
CEO, SMMC			544857	0	25446		X
PETER BASTONE
CEO, MHRMC			796791	0	56936		X
MELINDA CLARK
CEO, CHS			1304621	0	15442		X
KEVIN KLOCKENGA
CEO, SRM and PVH			577441	98926	33927		X
JOSEPH MARK
CEO, SJE and RMH			489577	0	33720		X
LEE PENROSE
CEO, SJMC			652477	0	40243		X
DENNIS SISTO
CEO, QVMC			718508	0	39519		X
AZHAR QURESHI
SVP, COMMUNITY HEALTH	40.0		591717	0	37599			X
LARRY STOFKO
SVP, CIO	40.0		546716	0	46629			X
STEVE GILBERT
VP FACILITIES	40.0		531789	0	51983			X
CAROL AARON
VP, LABOR & EMPLOYEE RELATIONS	40.0		526992	0	32572			X
JIM MCMANUS
VP FINANCE - SUPPLY CHAIN	40.0		523190	0	46776			X
GARRETT KOP
VP FIN/Treas. (FORMER OFFICER)			125708	0	10909				X
ROBERT FRASCHETTI
CEO,SJMC (FORMER KEY EMPLOYEE)			145346	0	779				X
GEORGE PEREZ
CEO,SRM & PVH (FORMER KEY EMP)			428155	0	0				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	18341869	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	98926	TotalReportableCompFrmRltdOrgs
Total Other Compensation	2384246	TotalOtherCompensation
Number Individuals GT100 K	133	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
PEROT SYSTEMS CORPORATION
7489 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	INFO TECH CONSULTING	41329909
NAVIGANT CONSULTING INCORPORATED
175 WEST JACKSON BLVD SUITE 500	CHICAGO	IL	60604	CONSULTING	5912435
PRICEWATERHOUSE COOPERS LLP
FILE 31001-0068	PASADENA	CA	91110	CONSULTING	4521573
SPECIAL COUNSEL INC
PO BOX 1024140	ATLANTA	GA	30368	LEGAL SERVICE	3416749
KAPLAN MCLAUGHLIN DIAZ KMD
222 VALLEJO STREET	SAN FRANCISCO	CA	94111	ARCHITECTURAL SRVS	3276546

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	111	NumberOfContractorsGT100K
All Other Contributions	18094	AllOtherContributions
Total Contributions	18094	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SUPPORT & SERVICE REVENUE	561110	61448664	61448664
AFFILIATE RENTALS	531120	861528	861528
MANAGEMENT FEES FROM TAX-EXEMPT ORGS.	561110	699997	699997
REVENUE CYCLE SERVICES REVENUE	561110	454641	454641
ALL OTHER PROGRAM SERVICE REVENUE	900099	58799	58799

Field	Value	IRS element (for citing)
Total Program Service Revenue	63523629	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	7936686	TotalRevenueColumn
Exclusion	$7,936,686	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 Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	3000	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	3000	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	3000	TotalRevenueColumn
Exclusion	$3,000	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	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
REBATES & REFUNDS	561110	19173079	19173079
EXPENSE REIMBURSEMENTS	561110	1022526	1022526
LOSS ON INVESTMENT IN SUBS	523910	-493358		-$493,358

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	168045	TotalRevenueColumn
Exclusion	$168,045	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	19870292	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	91351701	TotalRevenueColumn
Related Or Exempt Function Income	83719234	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$7,614,373	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	4057155	Total
Program Services	4057155	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	15966373	Total
Program Services	3391486	ProgramServices
Management And General	12574887	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	448115	Total
Management And General	448115	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	30433371	Total
Program Services	23035153	ProgramServices
Management And General	6992863	ManagementAndGeneral
Fundraising	405355	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	2056202	Total
Program Services	2006490	ProgramServices
Management And General	11646	ManagementAndGeneral
Fundraising	38066	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	3416208	Total
Program Services	3001686	ProgramServices
Management And General	388770	ManagementAndGeneral
Fundraising	25752	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	1462537	Total
Program Services	1186565	ProgramServices
Management And General	254370	ManagementAndGeneral
Fundraising	21602	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	182458	Total
Program Services	91229	ProgramServices
Management And General	91229	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	0	Total

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	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	12994511	Total
Program Services	8039001	ProgramServices
Management And General	4925243	ManagementAndGeneral
Fundraising	30267	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1731190	Total
Program Services	918659	ProgramServices
Management And General	808084	ManagementAndGeneral
Fundraising	4447	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1998443	Total
Program Services	1176783	ProgramServices
Management And General	821660	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	3640390	Total
Program Services	2130455	ProgramServices
Management And General	1481054	ManagementAndGeneral
Fundraising	28881	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2106293	Total
Program Services	1264921	ProgramServices
Management And General	823029	ManagementAndGeneral
Fundraising	18343	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	898022	Total
Program Services	250846	ProgramServices
Management And General	647152	ManagementAndGeneral
Fundraising	24	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	3653789	Total
Program Services	2265349	ProgramServices
Management And General	1388440	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	6374777	Total
Program Services	6374777	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	2041349	Total
Program Services	1265636	ProgramServices
Management And General	775713	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	208825	Total
Program Services	114607	ProgramServices
Management And General	93368	ManagementAndGeneral
Fundraising	850	Fundraising

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	ALL OTHER EXPENSES	Description
Total	955751	Total
Program Services	515762	ProgramServices
Management And General	407258	ManagementAndGeneral
Fundraising	32731	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	94625759	Total
Program Services	61086560	ProgramServices
Management And General	32932881	ManagementAndGeneral
Fundraising	606318	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	134492178	BOY
EOY	246598653	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	50000	BOY
EOY	150000	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1444922	BOY
EOY	2737738	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	63873366	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	7996775	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	88092105	BOY
EOY	55876591	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	178185055	BOY
EOY	109254612	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	5751722	BOY
EOY	37447593	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	36821000	BOY
EOY	35421000	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1084516414	BOY
EOY	1205922574	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1529353396	BOY
EOY	1693408761	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	162636184	BOY
EOY	166495207	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	1099524460	BOY
EOY	1255831343	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	138744795	BOY
EOY	119200000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	64866556	BOY
EOY	88000968	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1465771995	BOY
EOY	1629527518	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	62947251	BOY
EOY	63262617	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	634150	BOY
EOY	618626	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	63581401	BOY
EOY	63881243	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1529353396	BOY
EOY	1693408761	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)
Supporting Organization509a3	X	SupportingOrganization509a3
Supporting Org509a3 Type1	X	SupportingOrg509a3Type1
Certification Checkbox	X	CertificationCheckbox
Written IRS Determination	X	WrittenIRSDetermination
Contrib By Controlling Individual	false	ContribByControllingIndividual
Contribution By Related Party	false	ContributionByRelatedParty
Contrib By35 Controlled Entity	false	ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HEALTH MINISTRY	BusinessNameLine1

Field	Value	IRS element (for citing)
EIN	271666576	EIN
Type Of Organization	01	TypeOfOrganization
Listed In Governing Doc	true	ListedInGoverningDoc
Supported Organization Notified	true	SupportedOrganizationNotified
Organized In US	true	OrganizedInUS
Amount	$0	Amount

Field	Value	IRS element (for citing)
Total Number Of Supported Orgs	1	TotalNumberOfSupportedOrgs

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	true	MailingsMembers
Mailings Members	$3,778	MailingsMembersAmount
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	true	DirectContactLegislators
Direct Contact Legislators	$5,667	DirectContactLegislatorsAmount
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	false	OtherActivities
Total Lobbying Expenditures IIB	9445	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	LOBBYING ACTIVITIES	Identifier
Return Reference	Schedule C, Part II-B	ReturnReference
Explanation	DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	11230000	OtherCostOrOtherBasis
Book Value	11230000	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	11291138	OtherCostOrOtherBasis
Depreciation	752743	Depreciation
Book Value	10538395	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	6344122	OtherCostOrOtherBasis
Depreciation	2187983	Depreciation
Book Value	4156139	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12492385	OtherCostOrOtherBasis
Depreciation	5056050	Depreciation
Book Value	7436335	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	22515722	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	22515722	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	55876591	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
INTERCO BONDS AFFILIATES	1131722804
INTERCO NON-BOND AFFILIATES	71704454
OTHER ASSETS	2495316

Field	Value	IRS element (for citing)
Total Book Value Other Assets	1205922574	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
SWAP VALUATION	$65,194,273
RETIREE PLANS	$22,806,695

Field	Value	IRS element (for citing)
Total Of Amounts	88000968	TotalOfAmounts

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
Central America and the Caribbean	1	1	Program Services	CAPTIVE INSURANCE	16346251
Central America and the Caribbean	0	0	Investments		0
Europe (Including Iceland and Greenland)	0	24	Program Services	LEPUY PILGIMAGE	293000

Field	Value	IRS element (for citing)
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	25	TotalNumberOfEmployees
Total Amount Spent	16639251	TotalAmountSpent

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (12 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER ST	EUREKA	CA	95501	951156596	501(C)(3)	3705749	PROGRAM SUPPORT
MERCY HOUSING
1999 BROADWAY STE 1000	DENVER	CO	80202	470646706	501(C)(3)	75000	PROGRAM SUPPORT
VOLUNTEER CENTER ORANGE COUNTY
1901 E 4th ST STE 100	SANTA ANA	CA	92705	952021700	501(C)(3)	75000	PROGRAM SUPPORT
AMERICAN HEART ASSOCIATION
1710 GILBREATH RD	BURLINGAME	CA	94010	135613797	501(C)(3)	25000	PROGRAM SUPPORT
CALIFORNIA INSTITUTE FOR NURSING
715 HEARST ST STE 203	BERKELEY	CA	94710	820570413	501(C)(3)	25000	PROGRAM SUPPORT
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FL	NEW YORK	NY	10001	133433452	501(C)(3)	25000	PROGRAM SUPPORT
CATHOLIC RELIEF SERVICES
228 W LEXINGTON ST	BALTIMORE	MD	21201	135563422	501(C)(3)	22321	PROGRAM SUPPORT
TALLER SAN JOSE
801 N BROADWAY	SANTA ANA	CA	92701	593816355	501(C)(3)	19500	PROGRAM SUPPORT
LEADERSHIP CONFERENCE ON WOMEN RELIGIOUS
8808 CAMERON ST	SILVER SPRING	MD	20910	436033728	501(C)(3)	10000	PROGRAM SUPPORT
SHARE OUR SELVES
1550 SUPERIOR AVE	COSTA MESA	CA	92627	953222316	501(C)(3)	10000	PROGRAM SUPPORT
SISTERS OF ST JOSEPH OF ORANGE
440 S BATAVIA	ORANGE	CA	92868	951643383	501(C)(3)	9000	PROGRAM SUPPORT
BETHANY
480 S BATAVIA	ORANGE	CA	92868	951643383	501(C)(3)	8000	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	11	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Description of Organization's Procedures for Monitoring the Use of Grants	Identifier
Return Reference	Form 990, Schedule I	ReturnReference
Explanation	DONATIONS TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF THE ST. JOSEPH HEALTH SYSTEM. NO FOLLOW UP MONITORING IS CONDUCTED. THE DONATION TO ST. JOSEPH HOSPITAL OF EUREKA WAS GIVEN TO MATCH THEIR CAPITAL CAMPAIGN AND WAS APPROVED BY THE SJHS BOARD.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
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	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	true	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (27 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
DEBORAH PROCTOR
1082367	0	404624	0	200092	0	1481416	0	21020	0	3189519	0	0	0
DARRIN MONTALVO
486979	0	152649	0	172154	0	19242	0	30056	0	861080	0	0	0
SUSAN WHITTAKER
427203	0	135628	0	138677	0	22036	0	35037	0	758581	0	0	0
JOE RANDOLPH
732429	0	228922	0	243404	0	21982	0	29984	0	1256721	0	0	0
BILL MURIN
497556	0	154993	0	127195	0	7350	0	10024	0	797118	0	0	0
ELLIOT STERNBERG
529569	0	165441	0	178880	0	17102	0	20734	0	911726	0	0	0
ANNETTE WALKER
302031	0	94806	0	66968	0	9610	0	4854	0	478269	0	0	0
CLYDE WESP
397759	0	123981	0	91609	0	9173	0	9666	0	632188	0	0	0
SHANNON DWYER
320772	0	101778	0	96165	0	17131	0	32205	0	568051	0	0	0
ADRIANNA LYNCH
223426	0	101524	0	253192	0	9800	0	25807	0	613749	0	0	0
CR BURKE
379911	0	118464	0	171701	0	16959	0	16844	0	703879	0	50113	0
LARRY AINSWORTH
548560	0	177827	0	183521	0	19587	0	24147	0	953642	0	0	0
JASON BARKER
319841	0	130787	0	94229	0	9800	0	15646	0	570303	0	8011	0
PETER BASTONE
435314	0	186197	0	175280	0	17116	0	39820	0	853727	0	0	0
MELINDA CLARK
448599	0	45384	0	810638	0	9752	0	5690	0	1320063	0	0	0
KEVIN KLOCKENGA
282633	62538	102689	0	192119	36388	5908	0	21802	6217	605151	105143	0	0
JOSEPH MARK
369217	0	28920	0	91440	0	9772	0	23948	0	523297	0	0	0
LEE PENROSE
396358	0	134587	0	121532	0	17066	0	23177	0	692720	0	0	0
DENNIS SISTO
407221	0	153010	0	158277	0	21953	0	17566	0	758027	0	0	0
AZHAR QURESHI
357138	0	111858	0	122721	0	17100	0	20499	0	629316	0	0	0
LARRY STOFKO
327210	0	104555	0	114951	0	11918	0	34711	0	593345	0	0	0
STEVE GILBERT
336774	0	96417	0	98598	0	22000	0	29983	0	583772	0	0	0
CAROL AARON
272601	0	77870	0	176521	0	12064	0	20508	0	559564	0	92118	0
JIM MCMANUS
295239	0	84674	0	143277	0	17090	0	29686	0	569966	0	42666	0
GARRETT KOP
0	0	0	0	125708	0	0	0	10909	0	136617	0	0	0
ROBERT FRASCHETTI
0	0	0	0	145346	0	0	0	779	0	146125	0	0	0
GEORGE PEREZ
0	0	0	0	428155	0	0	0	0	0	428155	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	SUPPLEMENTAL COMPENSATION INFORMATION	Identifier
Return Reference	SCHEDULE J, PART I, LINE 1A	ReturnReference
Explanation	ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL FOR CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTER'S FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING TRUSTEES AND OFFICERS RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. DARRIN MONTALVO - $6,801 BILL NOCE - $7,405 THE HEALTH SYSTEM GROSSES UP PAYMENTS FOR LIMITED APPROVED EXPENDITURES - COMPANION TRAVEL WITH NO BONA FIDE BUSINESS EXPENSE, SIGN-ON BONUSES. THE HEALTH SYSTEM ALLOWS FOR PAYMENT OF HEALTH AND SOCIAL CLUBS USED FOR BUSINESS ACTIVITY. SUCH EXPENDITURES ARE NOT CONSIDERED TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FOR EITHER PART OF ALL OF THE YEAR: MELINDA CLARK - $577,579 ROBERT FRASCHETTI - $145,346 GARRETT KOP - $125,708 ADRIANNA LYNCH - $90,752 GEORGE PEREZ - $428,115 SCHEDULE J, PART I, LINE 4B EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 21, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PREMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: 1) CR BURKE - 50,113 2) JASON BARKER - $8,011 3) CAROL AARON - $92,118 4) JIM MCMANUS - $42,666 ST. JOSEPH HEALTH SYSTEM EXECUTED A MARKET-COMPETITIVE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENT WITH DEBORAH PROCTOR, CHIEF EXECUTIVE OFFICER. OTHER DEFERRED COMPENSATION INCLUDES $1,471,655 OF RETROACTIVE VESTING TO HER NOVEMBER 2004 DATE OF HIRE PER THE AGREEMENT. SCHEDULE J, PART I, LINE 7 A PORTION OF THE EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERES, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY.	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer
California Health Facilities Finanacing Auth 2009
521643828	13033LCN5	2009-08-27	426930280	SEE SCHEDULE O	false	false
California Statewide Communities Dev Auth 2007
680164610	130795CX3	2007-04-18	494550000	SEE SCHEDULE O	false	false
Lubbock Health Facilities Development Corp 2008A
521313557	549208DX1	2008-05-15	51500000	SEE SCHEDULE O	false	false
Lubbock Health Facilities Development Corp 2008B
521313557	549208DY9	2008-06-19	136185000	SEE SCHEDULE O	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
426930280	4480280	180000000	2009	true	false	true	true
503314075	10891936	417563109	2008	true	false	true	true
51500000	0			true	false	true	true
136185000	1637850			true	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	0.00940	0.00090	0.01030	true
false	true	true	true	true	0.01530	0.00170	0.01700	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Term Of HedgeTermOfHedge
(no name)
false	true	false	false	false	false
(no name)
false	false	false	false	false	true
(no name)
false	false	false	false	false	false
MORGAN STANLEY SVCS
false	true	true	false	false	false	25.

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Purpose Of LoanPurposeOfLoan	Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
LARRY STOFKO
RELOCATION	X	$50,000	50000	false	true	true
KEVIN KLOCKENGA
RELOCATION	X	$100,000	100000	false	true	true

Field	Value	IRS element (for citing)
Total Balance Due	150000	TotalBalanceDue

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (14 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Organization's Mission	PART I, LINE 1 & PART III, LINE 1	AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), THE SJHS-SYSTEM OFFICE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE.
PROGRAM SERVICE ACCOMPLISHMENTS	Part III, Line 4a	GROUNDED IN OUR COMMITMENT TO COMMUNITY "BOLD FAITH, FORSIGHT AND FLEXIBILITY" SJHS- SYSTEM OFFICE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THAT MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. BUT THE ROOTS OF AND THE LESSONS TO SERVE OUR DEAR NEIGHBORS DATE BACK TO THE YEAR 1650 WHEN THE SISTERS' FIRST CONGREGATION WAS FORMED IN LE PUY, FRANCE. GIVING BACK TO THE COMMUNITY PERMEATES EVERY ASPECT OF THE SJHS MISSION. IT IS ROOTED IN THE SYSTEM'S CORE VALUES OF DIGNITY, EXCELLENCE, SERVICE AND JUSTICE AND REACHES BACK TO THE FOUNDING VISION OF THE SISTERS OF ST. JOSEPH OF ORANGE. AS A NON PROFIT CATHOLIC HEALTH CARE SYSTEM, SJHS HAS ALWAYS DEVOTED A PERCENTAGE OF EACH YEAR'S NET INCOME TO COMMUNITY BENEFIT SERVICES AND CARE FOR THE POOR. SJHS HAS EXPANDED THESE BENEFITS BY ALSO DEVELOPING SPECIAL SERVICES TO RESPOND TO THE UNDERSERVED, INCLUDING ESTABLISHING CLINICS IN LOW-INCOME AREAS, SYSTEM-WIDE ADVOCACY EFFORTS, AND SOCIALLY RESPONSIBLE INVESTING. IN PARTNERSHIP WITH LOCAL MINISTRIES, THE ST. JOSEPH HEALTH SYSTEM-SYSTEM OFFICE PROVIDES LEADERSHIP TO THE SYSTEM AND PROVIDES SUPPORT, SERVICES AND RESOURCES TO EACH MINISTRY. LOCATED IN ORANGE, THE SYSTEM OFFICE HELPS EACH MINISTRY CARRY OUT THE MISSION AND ACHIEVE ITS GOALS. THE ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS--NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO - AND CONSISTS OF THE FOLLOWING MINISTRIES: 14 ACUTE CARE HOSPITALS, AS WELL AS HOME HEALTH AGENCIES, HOSPICE CARE, OUT-PATIENT SERVICES, SKILLED NURSING FACILITIES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. WE ARE COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: 1) SACRED ENCOUNTERS, 2) PERFECT CARE AND 3) HEALTHIEST COMMUNTIES. MAKING EVERY ENCOUNTER WITH OUR COMMUNITY A SACRED ENCOUNTER -EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION OF ST. JOSEPH HEALTH SYSTEM. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS, THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. PROVIDING OUR PATIENTS IN THE COMMUNITY WITH PERFECT CARE -ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. OVER 350 YEARS AGO, THE FOUNDER OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH CRAFTED A MESSAGE IN A PROPHETIC LETTER TO SPUR THE GROWTH OF A "LITTLE DESIGN." IT WAS TO BE A NEW FORM OF ASSOCIATION OF WOMEN, WHOSE MEMBERS WOULD CONSECRATE THEIR LIVES TO GOD, LIVE TOGETHER IN SMALL GROUPS, AND COMBINE A LIFE OF PRAYER WITH AN ACTIVE MINISTRY TO THE SICK AND THE POOR. TODAY, CARRYING ON FATHER MEDAILLE'S INSPIRATION, WE ARE CULTIVATING THE SEEDS OF A BOLD CONCEPT IN HEALTHCARE...PERFECT CARE. HIS WORDS ARE AS RELEVANT TO US TODAY AS THEY WERE FOR THE SISTERS IN 1650. "GIVE YOUR FULL ATTENTION TO THE ACTIONS YOU PERFORM, REMOVE FROM THEM THE SLIGHTEST IMPERFECTIONS, AND TRY TO OBSERVE ALL CONDITIONS NECESSARY TO MAKE THEM PERFECT. ONE ACTION DONE WELL IS WORTH A HALF DOZEN DONE HALF-HEARTEDLY." JEAN PIERRE MEDAILLE, SJ-MAXIM 14:4 MAKING THE COMMUNITY WE SERVE AMONG THE HEALTHIEST COMMUNITIES IN THE U.S. -HEALTHIEST COMMUNITIES THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WHAT ARE THE STEPS WE ARE TAKING TO REACH THIS GOAL? WE COLLECT AND ANALYZE DATA ON VARIOUS DEMOGRAPHIC, SOCIOECONOMIC, MORBIDITY AND HEALTH RELATED BEHAVIORS IN THE COMMUNITIES WE SERVE. BY COLLECTING COMMUNITY HEALTH DATA, WE ARE ABLE TO SHARE OUR FINDINGS WITH OTHER COMMUNITY ORGANIZATIONS AND DEVELOP EVIDENCE-BASED INITIATIVES AND PROGRAMS IN THE COMMUNITIES WE SERVE. PROGRAM SERVICE ACCOMPLISHMENTS INITIATIVE: HEALTHY FOR LIFE- REDUCING CHILDHOOD OBESITY SJHS CONTINUED TO EXPAND OUR HEALTHY FOR LIFE CAMPAIGN, A COMPREHENSIVE SOCIAL AND HEALTHCARE OUTREACH CAMPAIGN DESIGNED TO FIGHT THE CHILDHOOD OBESITY EPIDEMIC THAT PLAGUES AN ESTIMATED NINE MILLION AMERICAN CHILDREN. HEALTHY FOR LIFE INCLUDES A SCHOOL-BASED PREVENTION/INTERVENTION PHYSICAL EDUCATION PROGRAM AS WELL AS A NUTRITION AND LIFESTYLE COMPONENT. WITH AN EMPHASIS ON REACHING AT-RISK YOUTH AND THEIR COMMUNITIES, THE PROGRAM'S GOAL IS TO PROVIDE PARENTS AND CHILDREN WITH THE TOOLS AND KNOWLEDGE TO HELP THEM CHOOSE A HEALTHIER LIFESTYLE. IN FISCAL YEAR 2010, MORE THAN 100 SCHOOLS AND 2,160 STUDENTS WERE ABLE TO PARTICIPATE IN HEALTHY FOR LIFE, A FREE CURRICULUM BASED PROGRAM LED BY A PHYSICAL EDUCATION TEACHER AT THE MIDDLE AND HIGH SCHOOL LEVEL AND THE CLASS TEACHER AT THE PRESCHOOL AND ELEMENTARY SCHOOL LEVEL. THE PROGRAM INCLUDES INCREASED PHYSICAL ACTIVITY INTENSITY LESSONS, STRENGTH/WEIGHT TRAINING SESSIONS, KICKBOXING CLASSES AT THE ELEMENTARY, MIDDLE AND HIGH SCHOOL LEVEL AND HEALTHY NUTRITION EDUCATION INFORMATION. SINCE LAUNCHING THE HEALTHY FOR LIFE CAMPAIGN, APPROXIMATELY 39% OF PARTICIPANTS WERE ASSESSED AS OVERWEIGHT OR OBESE. BY THE END OF THE 2010 SCHOOL YEAR, 9.75% OF THOSE STUDENTS IMPROVED THEIR WEIGHT STATUS. THE PROPORTION OF STUDENTS AT THE 90TH PERCENTILE FOR WAIST CIRCUMFERENCE DECREASED FROM 18% AT BASELINE TO 14% AT YEAR-END. THE PROPORTION OF STUDENTS WITH LOW SELF-ESTEEM DECREASED FROM 8% TO 7% DURING THE SAME PERIOD. BY YEAR END, 88% OF STUDENTS REPORTED EXERCISING AT LEAST THREE TO SIX TIMES A WEEK AND 82% OF STUDENTS STATED THAT THEY EAT VEGETABLES THREE TO SIX TIMES A WEEK AS WELL AS DECREASED THEIR JUNK FOOD INTAKE. SYSTEM OFFICE EXPENSES: $147,257 (COMMUNITY BENEFIT DOLLARS) INITIATIVE: COMMUNITY INVESTMENT FUND DEDICATED TO SUPPORTING LOW-INCOME ORGANIZATIONS TO REACH THEIR GOALS THROUGH LOW-INTEREST LOANS GOAL: THE COMMUNITY INVESTMENT FUND SUPPORTS PROJECTS AND INITIATIVES THAT PROMOTE LOW-INCOME HOUSING, SPECIAL EDUCATION PROGRAMS AND PROGRAMS THAT SUPPORT ACCESS TO HEALTH CARE THAT CANNOT FIND ADEQUATE TRADITIONAL LOAN FUNDS. FY10 ACCOMPLISHMENTS: THERE WERE A TOTAL OF 19 LOW-INCOME ACTIVE INVESTMENTS IN FY10 MANAGED BY THE SJHS TREASURY DEPARTMENT. INVESTMENTS RANGED FROM ZERO TO MEDIUM RISK LEVEL AND INCLUDED INVESTMENT LOANS, LINES OF CREDIT AND CD COLLATERAL. THE PARTICIPATING ORGANIZATIONS INCLUDE BUT ARE NOT LIMITED TO JAMBOREE HOUSING DEVELOPMENT, MERCY HOUSING FUND, TALLER SAN JOSE, AND HANDS TOGETHER- A CENTER FOR CHILDREN. IN ADDITION, MATERNAL OUTREACH MANAGEMENT SYSTEM (MOMS) RECEIVED A LOAN TO SUPPORT THEIR VITAL COMMUNITY WORK. SYSTEM OFFICE TOTAL EXPENSE: $591,032 (INCLUDING STAFF TIME TO MANAGE PORTFOLIO) (COMMUNITY BENEFIT DOLLARS) INITIATIVE: ADVOCACY FOR THE LOW-INCOME, UNINSURED AND UNDERSINSURED GOAL: A SPECIAL FOCUS ON CHILDHOOD OBESITY AND WELLNESS, SYSTEMATIC HEALTHCARE REFORM, AND PROTECTION OF THE SAFETY NET. FY10 ACCOMPLISHMENTS: ANNUALLY, THE ST. JOSEPH HEALTH SYSTEM IDENTIFIES LEGISLATIVE ADVOCACY PRIORITIES. THOSE PRIORITIES ARE SELECTED BASED ON ANTICIPATED FEDERAL AND STATE LEGISLATIVE ISSUES, AS WELL AS SPECIFIC ADVOCACY CRITERIA ESTABLISHED AND APPROVED BY THE SJHS BOARD OF TRUSTEES BASED ON THEMES OF SOCIAL TEACHING. CORE ISSUES OF CATHOLIC HEALTHCARE MINISTRY INCLUDING RELIGIOUS FREEDOM AND END OF LIFE CARE ARE ADDRESSED BY THE SJHS ADVOCACY INFRASTRUCTURE AS NEEDED THROUGHOUT THE LEGISLATIVE YEAR. WORKING CLOSELY WITH OUR MINISTRIES AND WITH SELECT NATIONAL AND STATE ORGANIZATIONS, WE ESTABLISH CLEAR ANNUAL PRIORITIES AND GENERATE LOCAL, GRASS ROOTS ACTION BY PROVIDING ALERTS TO EMPLOYEES AND COMMUNITY MEMBERS AND THEN HELPING THEM CONTACT LEGISLATORS AT CRITICAL POINTS IN THE LEGISLATIVE PROCESS. MAJOR BUDGET DEFICITS ARE HAVING SEVERE IMPACT ON STATES, PARTICULARLY CALIFORNIA, AND TO A SLIGHTLY LESSER EXTENT TEXAS. STATE AND COUNTY SAFETY NET PROGRAMS ARE AT MAJOR RISK OF BEING EXTENSIVELY CUT OR ELIMINATED. SUSTAINING GAINS IN ACCESS TO CARE THAT HAVE BEEN ACHIEVED OVER THE PAST 10 YEARS IS ALSO AT GREAT RISK DUE TO THESE SAME BUDGET DYNAMICS. THE SJHS ADVOCACY DEPARTMENT HAS FOCUSED ADVOCACY EFFORTS ON PRECLUDING OR MINIMIZING THESE IMMINENT CUTS. THE CALIFORNIA SECTION 1115 HOSPITAL WAIVER WHICH EXPIRES IN AUGUST, AS WELL AS THE HOSPITAL PROVIDER FEE PROGRAM WHICH AWAITS CMS APPROVAL, ARE TWO AREAS IN WHICH SIGNIFICANT EFFORTS ARE BEING EXERTED TO OBTAIN ADDITIONAL FEDERAL FUNDING FOR HOSPITALS. SJHS WILL CONTINUE OUR COLLABORATION WITH OTHERS TO ACHIEVE THIS FUNDING AND THEN TO PROTECT THE PROCEEDS FROM PRESENT AND FUTURE THREATS.
CHILDHOOD OBESITY AND WELLNESS		IN SUPPORT OF SJHS EFFORTS TO CREATE HEALTHIEST COMMUNITIES, WE WILL TRACK FEDERAL AND STATE LEGISLATIVE EFFORTS TO REDUCE CHILDHOOD OBESITY AND SEEK WAYS TO COLLABORATE WITH STATE AND FEDERAL LEGISLATORS WHO AUTHOR SUCH LEGISLATION, ADVOCATE WITH ELECTED OFFICIALS AND COMMUNITY LEADERS TO RAISE PUBLIC AWARENESS FOR CHILDHOOD OBESITY, AND ENHANCE AWARENESS OF SJHS' HEALTHY4LIFE PROGRAM THROUGH MEETING WITH ELECTED OFFICIALS AND POTENTIAL PARTNERS, TO INSURE THAT REDUCING CHILDHOOD OBESITY IS SEEN AS AN ESSENTIAL COMPONENT TO A HEALTHY COMMUNITY. SYSTEMIC HEALTH CARE REFORM CONSISTENT WITH THE SJHS VISION OF HEALTH REFORM, WE ENGAGE IN AND SUPPORT PUBLIC POLICY THAT WILL LEAD TO SYSTEMATIC HEALTH REFORM. WHILE MOVEMENT OF HEALTHCARE REFORM LEGISLATION IN CONGRESS IS CURRENTLY STALLED, SJHS ABIDES BY CATHOLIC TRADITION WHICH VIEWS ACCESS TO NECESSARY HEALTHCARE AS A FUNDAMENTAL RIGHT, AND JUSTICE DEMANDS CONTINUED ADVOCACY FOR HEALTH CARE COVERAGE FOR THE UNINSURED. SJHS WILL CONTINUE TO AGGRESSIVELY ADVOCATE FOR REFORM. SYSTEM OFFICE TOTAL EXPENSE: $329,978 (COMMUNITY BENEFIT DOLLARS) COMMUNITY INVESTMENT DURING FISCAL YEAR 2010, WE INVESTED A TOTAL OF $ 2,191,079 IN COMMUNITY BENEFIT (INCLUDING COMMUNITY BENEFIT SERVICES TO THE LOW-INCOME AND BROADER COMMUNITY), IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION GUIDELINES. BECAUSE WE ARE A SYSTEM OFFICE, THERE WAS NO CHARITY CARE, AND NO UNPAID COST TO STATE AND LOCAL PROGRAMS. COMMUNITY SERVICES FOR THE LOW-INCOME $ 584,819 COMMUNITY SERVICES FOR THE BROADER COMMUNITY $1,606,260 *IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION COMMUNITY BENEFIT REPORTING GUIDELINES FOR MORE INFORMATION ON THE ST. JOSEPH HEALTH SYSTEM GO TO: WWW.STJOE.ORG CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, QUESTION 4 THE ORGANIZATION'S BYLAWS WERE UPDATED TO DEFINE AND CLARIFY BOARD DUTIES AND OFFICER ROLES. IN ADDITION, THE LIST OF RESERVED RIGHTS WAS EXPANDED TO INCLUDE PROCESSES LEADING UP TO ACTION ON RESERVED RIGHTS. Description of Members or Stockholders FORM 990, PART VI, QUESTION 6 ST. JOSEPH HEALTH MINISTRY IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM. Description of Classes of Persons and the Nature of Their Rights FORM 990, PART VI, QUESTION 7a ST. JOSEPH HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH ST. JOSEPH HEALTH MINISTRY AS ITS SPONSOR RESERVES THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM BOARD AFTER A COLLABORATIVE AND INCLUSIVE RECRUITMENT AND SELECTION PROCESS. THE SISTERS OF ST. JOSEPH OF ORANGE, AS THE FOUNDING SPONSORS OF ST. JOSEPH HEALTH SYSTEM, APPOINT MEMBERS OF ST. JOSEPH HEALTH MINISTRY. RECRUITMENT AND SELECTION PROCESS. THE SISTERS OF ST. JOSEPH OF ORANGE, AS THE FOUNDING SPONSORS OF ST. JOSEPH HEALTH SYSTEM, APPOINT MEMBERS OF ST. JOSEPH HEALTH MINISTRY.
DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS	Form 990, Part VI, Question 7b	THE CORPORATE MEMBER, ST. JOSEPH HEALTH MINISTRY, RESERVES THE RIGHT TO APPROVE THE PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS.
PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990	FORM 990, PART VI, LINE 11	THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER(S) OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2011 MEETING. DURING THE BOARD COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE BOARD COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST	FORM 990, PART VI, LINE 12C	OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANYTIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS WILL REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS IS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER IN CONSULTATION WITH SJHS GENERAL COUNSEL WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE.
PROCESS FOR DETERMINING COMPENSATION	FORM 990, PART VI, LINES 15A AND 15B	THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2010.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC	FORM 990, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE.
HOURS DEVOTED TO RELATED ORGANIZATIONS	FORM 990, PART VII	LARRY AINSWORTH IS THE CEO OF ST. JOSEPH HOSPITAL OF ORANGE (SJH). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SJH AND NO HOURS TO SJHS. JASON BARKER IS THE CEO OF ST. MARY MEDICAL CENTER (SMMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SMMC AND NO HOURS TO SJHS. PETER BASTONE IS THE CEO OF MISSION HOSPITAL REGIONAL MEDICAL CENTER (MHRMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO MHRMC AND NO HOURS TO SJHS. MELINDA CLARK IS THE CEO OF COVENANT HEALTH SYSTEM (CHS). ALTHOUGH SHE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), SHE DEVOTES 50 HOURS PER WEEK TO CHS AND NO HOURS TO SJHS. KEVIN KLOCKENGA IS THE PART-YEAR CEO OF SANTA ROSA MEMORIAL HOSPITAL (SRM) AND SRM ALLIANCE HOSPITAL SERVICES (PVH). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SRMH/PVH AND NO HOURS TO SJHS. KEVIN ALSO SERVED PART OF THE YEAR AS SRM AND PVH'S COO. DURING THIS TIME HE WAS COMPENSATED BY SRM AND DEVOTED 50 HOURS PER WEEK TO SRM AND PVH. JOSEPH MARK IS THE CEO OF ST. JOSEPH HOSPITAL OF EUREKA (SJE) AND REDWOOD MEMORIAL HOSPITAL (RMH). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 41 HOURS PER WEEK TO SJE, 9 HOURS PER WEEK TO RMH, AND NO HOURS TO SJHS. LEE PENROSE IS THE CEO OF ST. JUDE MEDICAL CENTER (SJMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SJMC AND NO HOURS TO SJHS. DENNIS SISTO IS THE CEO OF QUEEN OF THE VALLEY MEDICAL CENTER (QVMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO QVMC AND NO HOURS TO SJHS.
TAX EXEMPT BOND ISSUES	FORM 990, SCHEDULE K, PART I, COLUMN F	A. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COSTS OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $180,000,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF facilities owned or operated by St. Joseph Health System's affiliates in California. THE PROCEEDS ARE ALSO TO BE USED TO REFUND THE California Statewide Communities Development Authority Insured Revenue Bonds ORIGINALLY EXECUTED AND DELIVERED ON MAY 15, 2008. B. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COSTS OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $255,000,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, QUEEN OF THE VALLEY MEDICAL CENTER, ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL (ORANGE), ST. MARY REGIONAL MEDICAL CENTER AND SANTA ROSA MEMORIAL HOSPITAL. THE PROCEEDS ARE ALSO TO BE USED TO REFUND THE California Statewide Communities Development Authority CERTIFICATES OF PARTICIPATION ORIGINALLY EXECUTED AND DELIVERED ON OCTOBER 22, 1997. C. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION ("LHFDC") INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JUNE 30, 2000. D. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COSTS OF ISSUANCE AND TO REFUND THE LHFDC INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON DECEMBER 1, 1998. FORM 990, SCHEDULE K, PART II, LINE 5 B. ISSUANCE COSTS OF THE BONDS INCLUDE $7,471,224 FOR CREDIT ENHANCEMENT. D. ISSUANCE COSTS OF THE BONDS INCLUDE $1,035,827 FOR CREDIT ENHANCEMENT. FORM 990, SCHEDULE K, PART IV, LINE 2 B. THE BONDS WERE CONVERTED FROM A VARIABLE RATE TO A FIXED RATE IN MARCH OF 2008. C. THE BONDS WERE CONVERTED FROM A VARIABLE RATE TO A FIXED RATE IN AUGUST OF 2009.
IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP	SCHEDULE R, PART III	ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 CHS HOLDING, LP EIN: 20-5477251 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET STE. 1000 ORANGE, CA 92868
METHOD USED TO DETERMINE AMOUNTS IN SCHEDULE R	FORM 990, PART V, LINE 2	THE AMOUNTS REPORTED ON SCHEDULE R, PART V, LINE 2 ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.
FORM 926 REGULATIONS SECTION 1.6038B-1(C)	ATTACHMENT TO 06/30/2010 FORM 990 AND FORM 926	THE FOLLOWING IS ADDITIONAL INFORMATION AS REQUIRED BY REGULATIONS SECTION 1.6038B-1(C) (1) TRANSFEROR (I): ST. JOSEPH HEALTH SYSTEM EIN: 95-3589356 500 S. MAIN STREET ORANGE, CA 92868-4507 (2) TRANSFEREE (I): AMERICAN UNITY GROUP, LTD. EIN: FOREIGNUS 58 PAR-LA-VILLE ROAD, PO BOX HM 1995 HAMILTON, HM HX BERMUDA COUNTRY OF CORPORATION: BERMUDA A GENERAL DESCRIPTION OF THE TRANSFER: DEEMED CASH TRANSFER OF $16,346,251 ADDITIONAL PAID IN CAPITAL (3) CONSIDERATION RECEIVED: BEFORE AND AFTER THE EXCHANGE, ST. JOSEPH HEALTH SYSTEM OWNED 100% OF AMERICAN UNITY GROUP (4) PROPERTY TRANSFERRED (I) ACTIVE BUSINESS PROPERTY: CASH; FMV AND AB OF $16,346,251 (II) STOCK OR SECURITIES: N/A (III) DEPRECIATED PROPERTY: N/A (IV) PROPERTY TO BE LICENSED: N/A (V) PROPERTY TO BE SOLD: N/A (VI) TRANSFERS OF FSCS: N/A (VII) TAINTED PROPERTY: N/A (VIII) FOREIGN LOSS BRANCH: N/A (IX) OTHER INTANGIBLES: N/A (5) TRANSFER OF FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES: (I) BRANCH OPERATIONS: N/A (II) BRANCH PROPERTY: N/A (III) PREVIOUSLY DEDUCTED LOSSES: N/A (IV) CHARACTER OF GAIN: N/A (6): APPLICATION OF SECTION 367(A)(5): N/A THE FOLLOWING IS ADDITIONAL INFORMATION AS REQUIRED BY REGULATIONS SECTION 1.6038B-1(C) (1) TRANSFEROR (I): ST. JOSEPH HEALTH SYSTEM EIN: 95-3589356 500 S. MAIN STREET ORANGE, CA 92868-4507 (2) TRANSFEREE (I): MELLON FIRST PRINCIPLE FUND, LTD. EIN: FOREIGNUS C/O EACM ADVISORS LLC CONNECTICUT AVENUE NORWALK, CT 06854 COUNTRY OF CORPORATION: CAYMAN ISLANDS A GENERAL DESCRIPTION OF THE TRANSFER: DEEMED CASH TRANSFER OF $5,000,000 ADDITIONAL PAID IN CAPITAL (3) CONSIDERATION RECEIVED: BEFORE AND AFTER THE EXCHANGE, ST. JOSEPH HEALTH SYSTEM OWNED 11.57% AND 13.43, RESPECTIVELY, OF MELLON FIRST PRINCIPLE FUND, LTD. (4) PROPERTY TRANSFERRED (I) ACTIVE BUSINESS PROPERTY: CASH; FMV AND AB OF $5,000,000 (II) STOCK OR SECURITIES: N/A (III) DEPRECIATED PROPERTY: N/A (IV) PROPERTY TO BE LICENSED: N/A (V) PROPERTY TO BE SOLD: N/A (VI) TRANSFERS OF FSCS: N/A (VII) TAINTED PROPERTY: N/A (VIII) FOREIGN LOSS BRANCH: N/A (IX) OTHER INTANGIBLES: N/A (5) TRANSFER OF FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES: (I) BRANCH OPERATIONS: N/A (II) BRANCH PROPERTY: N/A (III) PREVIOUSLY DEDUCTED LOSSES: N/A (IV) CHARACTER OF GAIN: N/A (6): APPLICATION OF SECTION 367(A)(5): N/A THE FOLLOWING IS ADDITIONAL INFORMATION AS REQUIRED BY REGULATIONS SECTION 1.6038B-1(C) (1) TRANSFEROR (I): ST. JOSEPH HEALTH SYSTEM EIN: 95-3589356 500 S. MAIN STREET ORANGE, CA 92868-4507 (2) TRANSFEREE (I): SRI OVERSEAS PARTNERS, L.P. EIN: FOREIGNUS CORPORATE CENTER, WEST BAY ROAD PO BOX 31106 SMB GRAND CAYMAN, CAYMAN ISLANDS COUNTRY OF CORPORATION: CAYMAN ISLANDS A GENERAL DESCRIPTION OF THE TRANSFER: DEEMED CASH TRANSFER OF $5,000,000 ADDITIONAL PAID IN CAPITAL (3) CONSIDERATION RECEIVED: BEFORE AND AFTER THE EXCHANGE, ST. JOSEPH HEALTH SYSTEM OWNED 9.60% AND 11.57%, RESPECTIVELY, OF SRI OVERSEAS PARTNERS, L.P. (4) PROPERTY TRANSFERRED (I) ACTIVE BUSINESS PROPERTY: CASH; FMV AND AB OF $5,000,000 (II) STOCK OR SECURITIES: N/A (III) DEPRECIATED PROPERTY: N/A (IV) PROPERTY TO BE LICENSED: N/A (V) PROPERTY TO BE SOLD: N/A (VI) TRANSFERS OF FSCS: N/A (VII) TAINTED PROPERTY: N/A (VIII) FOREIGN LOSS BRANCH: N/A (IX) OTHER INTANGIBLES: N/A (5) TRANSFER OF FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES: (I) BRANCH OPERATIONS: N/A (II) BRANCH PROPERTY: N/A (III) PREVIOUSLY DEDUCTED LOSSES: N/A (IV) CHARACTER OF GAIN: N/A (6): APPLICATION OF SECTION 367(A)(5): N/A
SECTION 409A RELIEF UNDER SECTION V.D. OF IRS NOTICE 2008-113	OPERATIONAL DEFECTS	(A) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: SEE (C) BELOW. NONE OF THE AFFECTED PARTICIPANTS ARE INSIDERS. (B) THE SECTION 409A FAILURE OCCURRED WITH RESPECT TO THE ST. JOSEPH HEALTH SYSTEM 457(F) PLAN ("PLAN"). (C) OPERATIONAL DEFECT (1): IN FEBRUARY 2010 IT WAS DISCOVERED THAT THE PLAN FAILED TO COMPLY WITH SECTION 409A BECAUSE IT PROVIDED FOR IMPERMISSIBLE ALTERNATIVE PAYMENT SCHEDULES FOR VOLUNTARY AND INVOLUNTARY SEPARATIONS FROM SERVICE AND DID NOT SPECIFY THAT PAYMENT WILL BE MADE ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT. IN ACCORDANCE WITH SECTIONS VI.B, VII.C AND XI.A OF NOTICE 2010-6, THE PLAN WAS AMENDED EFFECTIVE AS OF JANUARY 1, 2009 TO APPLY THE TIMING RULE APPLICABLE TO INVOLUNTARY TERMINATIONS TO VOLUNTARY TERMINATIONS AND TO PROVIDE THAT PAYMENT WILL BE MADE ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT. THIS AMENDMENT WAS SIGNED BY THE EMPLOYER ON OCTOBER 6, 2010. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 60TH DAY FOLLOWING THE PARTICIPANT SEPARATION FROM SERVICE DATE FOR THE FOLLOWING PARTICIPANTS WHO VOLUNTARILY TERMINATED IN 2010. (BECAUSE THE FORM 990 IS OPEN TO PUBLIC INSPECTION AND THE THREAT OF IDENTITY THEFT, SSNS WILL BE PROVIDED UPON REQUEST) NAME/SOCIAL SECURITY NUMBER: CAROL AARON DATE OF WHEN THE FAILURE OCCURRED: 07/09/2010 12/31/2009 ACCOUNT BALANCE: $38,639 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED: $42,096 NAME/SOCIAL SECURITY NUMBER: SHARI E. MCCLOSKEY DATE OF WHEN THE FAILURE OCCURRED: 05/09/2010 12/31/2009 ACCOUNT BALANCE: $17,505 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED: $19,738 * DISTRIBUTIONS DID NOT INCLUDE ANY INTEREST EARNED AFTER DECEMBER 31, 2009 FOR PARTICIPANTS WHO TERMINATED IN 2009. OPERATIONAL DEFECT (2): IN 2010 IT WAS DISCOVERED THAT 3 PARTICIPANTS, 2 EMPLOYED BY OTHER PARTICIPATING EMPLOYERS, WERE NOT TIMELY PAID THEIR PLAN ACCOUNTS FOLLOWING INVOLUNTARY TERMINATIONS IN 2009, AS REQUIRED BY THE PLAN. USUALLY, SUCH DISTRIBUTIONS ARE MADE WITHIN 30 DAYS FOLLOWING THE INVOLUNTARY TERMINATION DATE. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 30TH DAY FOLLOWING THE INVOLUNTARY TERMINATION DATE. THE PLAN'S ADMINISTRATIVE PROCEDURES HAVE BEEN REVIEWED TO ASSURE THAT IN THE FUTURE PLAN BENEFITS ARE PAID PROMPTLY AFTER ALL INVOLUNTARY TERMINATIONS. NAME/SOCIAL SECURITY NUMBER: JAMES HARTUNG DATE OF WHEN THE FAILURE OCCURRED: 11/13/2009 12/31/2009 ACCOUNT BALANCE: $6,790 PAYMENT DATE: 12/3/2010 GROSS AMOUNT DISTRIBUTED: $6,790 FMV OF ACCOUNT AT TERMINATION (D) THE PLAN QUALIFIED FOR RELIEF UNDER SECTIONS VI.B, VII.C AND XI.A OF IRS NOTICE 2010-6 AND ON OCTOBER 6, 2010, A PLAN AMENDMENT WAS SIGNED. THE AMENDMENT PROVIDES THAT EFFECTIVE AS OF JANUARY 1, 2009, ALL BENEFITS WILL BE PAID IMMEDIATELY UPON AN INVOLUNTARY SEPARATION FROM SERVICE (CURRENTLY THE STATUS QUO) AND ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON COMPETE AGREEMENT. ANY PARTICIPANT WHO VOLUNTARILY SEPARATED FROM SERVICE ON OR AFTER JANUARY 1, 2009 AND ON OR BEFORE DECEMBER 31, 2009 WAS PAID HIS CURRENT PLAN ACCOUNT BALANCE AFTER THE DATE THE AMENDMENT WAS SIGNED, BUT REDUCED FOR ANY INTEREST EARNED IN 2010 (IF ANY). AS ALLOWED BY NOTICE 2010-80, THE EMPLOYER SIGNED AN AMENDMENT ON DECEMBER 20, 2010 TO PROVIDE THAT PAYMENT WILL NO LONGER BE REQUIRED ON THE 60TH DAY FOLLOWING INVOLUNTARY SEPARATION FROM SERVICE, BUT WITHIN 60 DAYS FOLLOWING SEPARATION FROM SERVICE. HOWEVER, IF THE 60TH DAY FALLS IN THE SECOND TAX YEAR, PAYMENT WILL BE MADE IN THE SECOND TAX YEAR. THE PLAN'S ADMINISTRATIVE PROCEDURES HAVE BEEN CHANGED TO PAY PLAN ACCOUNTS IMMEDIATELY FOLLOWING A PARTICIPANT'S INVOLUNTARY SEPARATION FROM SERVICE (CURRENTLY THE STATUS QUO) AND WITHIN 60 DAYS FOLLOWING A VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT AND SUBJECT TO THE REQUIREMENT THAT IF THE 60TH DAY FALLS IN THE SECOND TAX YEAR THEN PAYMENT WILL BE MADE IN THE SECOND TAX YEAR. (E) THESE OPERATIONAL FAILURES ARE ELIGIBLE FOR THE CORRECTION UNDER THE TERMS OF IRS NOTICE 2008-113 AND THE EMPLOYER HAS TAKEN ALL ACTIONS REQUIRED, AND OTHERWISE MET ALL REQUIREMENTS, FOR SUCH CORRECTION.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	REVENUE CYCLE SERVICES LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	500 S Main Street	AddressLine1
City	Orange	City
State	CA	State
ZIP Code	928684507	ZIPCode

Field	Value	IRS element (for citing)
EIN	272109314	EIN
Primary Activities	HEALTHCARE	PrimaryActivities
Legal Domicile State	CA	LegalDomicileState
Total Income	456962	TotalIncome
EOY Assets	1961912	EOYAssets
Direct Controlling Entity NA	N/A	DirectControllingEntityNA

Form990 Schedule R Part II Form990ScheduleRPartII (30 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
ST JOSEPH HEALTH SYSTEM FDN
500 S MAIN STREET SUITE 1000	ORANGE	CA	928684507	330143024	HEALTHCARE	CA	501(C)(3)	7	NA
ST MARY MEDICAL CENTER
18300 HIGHWAY 18	APPLE VALLEY	CA	92307	951914489	HEALTHCARE	CA	501(C)(3)	3	NA
COVENANT HEALTH SYSTEM
3615 19TH STREET	LUBBOCK	TX	79410	752765566	HEALTHCARE	TX	501(C)(3)	3	NA
SISTERS OF ST JOSEPH OF ORANGE
480 S BATAVIA	ORANGE	CA	92868	951643383	RELIGIOUS ORD	CA	501(C)(3)	1	NA
ST JOSEPH HEALTH MINISTRY
500 S MAIN STREET SUITE 400	ORANGE	CA	92868	271666576	RELIGIOUS ORD	CA	501(C)(3)	1	NA
ST JOSEPH HEALTH FDN OF N CAL
PO BOX 552	SANTA ROSA	CA	95405	680338070	INACTIVE	CA	501(C)(3)	11, I	SRMH
ST JOSEPH HOME CARE NETWORK
170 PROFESSIONAL CENTER DR B	ROHNERT PARK	CA	94928	680331084	HEALTHCARE	CA	501(C)(3)	9	NA
REDWOOD MEMORIAL FOUNDATION
3300 RENNER DRIVE	FORTUNA	CA	95540	942779313	FOUNDATION	CA	501(C)(3)	7	RMH
ST JUDE YORBA LINDA
279 E IMPERIAL HIWY 750	FULLERTON	CA	92635	330185031	HEALTHCARE	CA	501(C)(3)	3	NA
CAMINO HEALTH CENTER
30300 CAMINO CAPISTRANO	SAN JUAN CAPISTRANO	CA	92675	330574214	HEALTHCARE	CA	501(C)(3)	7	MHRMC
METHODIST CHILDREN'S HOSPITAL
3610 21ST STREET	LUBBOCK	TX	79410	752428911	HEALTHCARE	TX	501(C)(3)	3	CHS
QUEEN OF THE VALLEY MED CNTR
1000 TRANCAS STREET	NAPA	CA	94558	941243669	HEALTHCARE	CA	501(C)(3)	3	NA
METHODIST HOSPITAL PLAINVIEW
2601 DIMMITT ROAD	PLAINVIEW	TX	79072	752426010	HEALTHCARE	TX	501(C)(3)	3	CHS
METHODIST HOSPITAL LEVELLAND
1900 COLLEGE AVENUE	LEVELLAND	TX	79336	752246348	HEALTHCARE	TX	501(C)(3)	3	CHS
HOSPICE OF LUBBOCK
1102 SLIDE ROAD	LUBBOCK	TX	79414	752133781	HEALTHCARE	TX	501(C)(3)	7	CHS
COVENANT HEALTH SYSTEM FDN
4000 24TH STREET	LUBBOCK	TX	79410	752897026	HEALTHCARE	TX	501(C)(3)	11, I	CHS
LUBBOCK METHODIST HOSPITAL FDN
3615 19TH STREET	LUBBOCK	TX	79410	752220963	HEALTHCARE	TX	501(C)(3)	7	CHS
ST MARY OF THE PLAINS HOSP FDN
4000 24TH STREET	LUBBOCK	TX	79410	751653181	HEALTHCARE	TX	501( C)(3)	11, I	CHS
COVENANT MEDICAL GROUP
3420 22ND PLACE	LUBBOCK	TX	79410	752743883	HEALTHCARE	TX	501( C)(3)	3	CHS
COVENANT HEALTH PARTNERS
3615 19TH STREET	LUBBOCK	TX	79410	611573313	HEALTHCARE	TX	501(C)(3)	11, I	CHS
ST JUDE MEMORIAL FOUNDATION
1440 N HARBOR BLVD 200	FULLERTON	CA	92835	953607229	HEALTHCARE	CA	501(C)(3)	11, I	SJMC
MISSION HOSPITAL REG MED CTR FDN
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	330406118	HEALTHCARE	CA	501(C)(3)	11, I	MHRMC
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DRIVE	SANTA ROSA	CA	95405	941231005	HEALTHCARE	CA	501(C)(3)	3	NA
SRM ALLIANCE HOSPITAL SERVICES
400 NORTH MCDOWELL BLVD	PETALUMA	CA	94954	680395200	HEALTHCARE	CA	501(C)(3)	3	SRMH
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREET	EUREKA	CA	95501	941156596	HEALTHCARE	CA	501(C)(3)	3	NA
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DRIVE	FORTUNA	CA	95540	941384665	HEALTHCARE	CA	501(C)(3)	3	NA
ST JUDE MEDICAL CENTER
101 EAST VALENCIA MESA DRIVE	FULLERTON	CA	92835	951643325	HEALTHCARE	CA	501(C)(3)	3	NA
ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVE	ORANGE	CA	92868	951643359	HEALTHCARE	CA	501(C)(3)	3	NA
MISSION HOSPITAL REGIONAL MEDICAL CENTER
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	951643360	HEALTHCARE	CA	501(C)(3)	3	NA
HOME CARE PARTNERS
1165 MONTGOMERY DR	SANTA ROSA	CA	954054801	680318656	inactive	CA	501(C)(3)	3	SRMH

Form990 Schedule R Part III Form990ScheduleRPartIII (8 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	Code VCodeVAmount	General Or Managing PartnerGeneralOrManagingPartner
ST JOSEPH HLTH SYS HOME HLTH AGENCY
1845 W ORangewood Avenue Ste 200	ORANGE	CA	928682012	330282945	HOME HEALTH	CA	NA	Related	0	0	false	$0	false
St Joseph HLTH SYS HOME CARE SVCS
1845 W ORangewood Avenue Ste 100	Orange	CA	928682012	330307672	Home Health	CA	NA	Related	0	0	false	$0	false
METHODIST DIAGNOSTIC IMAGING
4005 24th Street	Lubbock	TX	79410	752343261	HealthCare SVCS	TX	LMHSI	Related	0	0	false	$0	false
SHA LLC
12940 North Highway 183	Austin	TX	78750	752569094	Healthcare SVCS	TX	LMHSI	Related	0	0	false	$0	false
Lubbock Surgery Center Ltd
4000 24th Street	Lubbock	TX	79410	752177401	HealthCare SVCS	TX	CHS	Related	0	0	false	$0	false
CHS Holding LP
4000 24th Street	Lubbock	TX	79410	205477251	Healthcare SVCS	TX	CHS	Related	0	0	false	$0	false
Covenant Long-Term Care LP
4000 24th Street	Lubbock	TX	79410	205033419	Healthcare SVCS	TX	CHS	Related	0	0	false	$0	false
HERITAGE INVESTMENT GROUP
500 S MAIN STREET STE 1000	ORANGE	CA	92868	271000061	INVESTMENT	CA	PSE	EXCLUDED	11444	3845056	false	$0	false

Form990 Schedule R Part IV Form990ScheduleRPartIV (12 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Legal Domicile Foreign CountryLegalDomicileForeignCountry
ST JOSEPH PROF SVCS ENTERPRISES INC
500 S MAIN STREET SUITE 700	ORANGE	CA	92868	330155323	MEDICAL SERVICES	CA	NA	C CORP	0	0	1.00000
SOUTHWEST CLINICAL LABORATORIES INC
					INACTIVE	TX	LMHSI	C CORP	0	0	0.00000
GOLDSTAR SERVICES INC
					INACTIVE	TX	LMHSI	C CORP	0	0	0.00000
SOUTHWEST LIFE & HEALTH INSURANCE
					HEALTHCARE SVCS	TX	SHA LLC	C CORP	0	0	0.00000
AMERICAN UNITY GROUP LTD
					HEALTHCARE SVCS		NA	C CORP	18234591	57407965	1.00000	BD
ST JOSEPH DIVERSIFIED VENTURES INC
500 S MAIN STREET SUITE 700	ORANGE	CA	92868	330148989	MEDICAL SERVICES	CA	NA	C CORP	0	0	1.00000
ALLIANCE PHYSICIAN SERVICES
					INACTIVE	CA	SRMH	C CORP	0	0	0.00000
MISSION VIEJO MED VENTURES
27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330212905	HEALTHCARE SVCS	CA	MHRMC	C CORP	0	0	0.00000
MISSION MEDICAL CENTER ASSOCIATES
27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330201044	HEALTHCARE SVCS	CA	MHRMC	C CORP	0	0	0.00000
ST JOSEPH YORBA PARK
					INACTIVE	CA	SJHHF	C CORP	0	0	0.00000
LUBBOCK METHODIST HOSP SVCS
PO BOX 1201	LUBBOCK	TX	79410	752118585	HEALTHCARE SVCS	TX	CHS	C CORP	0	0	0.00000
LUBBOCK METHODIST HOSP PRACTICE MGMT
2107 OXFORD STREET SUITE 300	LUBBOCK	TX	79410	752578995	INACTIVE	TX	CHS	C CORP	0	0	0.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	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	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (69 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
ST JOSEPH HOSPITAL ORANGE
K	10292652
ST JOSEPH HOSPITAL ORANGE
P	20605243
ST JOSEPH HOSPITAL ORANGE
R	24644281
ST JUDE MEDICAL CENTER
K	9278748
ST JUDE MEDICAL CENTER
P	18228333
ST JUDE MEDICAL CENTER
R	19256812
ST MARY MEDICAL CENTER
K	3447276
ST MARY MEDICAL CENTER
P	11449683
ST MARY MEDICAL CENTER
R	2628163
QUEEN OF THE VALLEY MEDICAL CENTER
K	4541052
QUEEN OF THE VALLEY MEDICAL CENTER
P	11130362
QUEEN OF THE VALLEY MEDICAL CENTER
R	4080636
SANTA ROSA MEMORIAL HOSPITAL
K	6550428
SANTA ROSA MEMORIAL HOSPITAL
P	21040527
SANTA ROSA MEMORIAL HOSPITAL
R	9238587
ST JOSEPH HOSPITAL EUREKA
B	3705749
ST JOSEPH HOSPITAL EUREKA
K	2918808
ST JOSEPH HOSPITAL EUREKA
P	8721236
ST JOSEPH HOSPITAL EUREKA
R	3338327
REDWOOD MEMORIAL HOSPITAL
K	645216
REDWOOD MEMORIAL HOSPITAL
P	1718411
REDWOOD MEMORIAL HOSPITAL
R	163843
COVENANT HEALTH SYSTEM
K	15780012
COVENANT HEALTH SYSTEM
P	38344039
COVENANT HEALTH SYSTEM
R	24288596
MISSION HOSPITAL REGIONAL MEDICAL CENTER
K	6310776
MISSION HOSPITAL REGIONAL MEDICAL CENTER
P	19355805
MISSION HOSPITAL REGIONAL MEDICAL CENTER
R	14331571
SRM ALLIANCE HOSPITAL SERVICES
K	1683696
SRM ALLIANCE HOSPITAL SERVICES
P	4252477
SRM ALLIANCE HOSPITAL SERVICES
R	998048
ST JOSEPH HEALTH SYSTEM FOUNDATION
P	787452
ST JUDE HOSPITAL YORBA LINDA
P	6318451
ST JOSEPH HOME CARE NETWORK
P	656975
ST JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY
P	1510958
METHODIST DIAGNOSTIC IMAGING
	0
SHA LLC
	0
LUBBOCK SURGERY CENTER LTD
	0
CHS HOLDING LP
	0
COVENANT LONG-TERM CARE LP
	0
HERITAGE INVESTMENT GROUP
	0
ST JOSEPH PROFESSIONAL SERVICES ENTERPRISES
	0
SOUTHWEST CLINICAL LABORATORIES INC
	0
GOLDSTAR SERVICES INC
	0
SOUTHWEST LIFE & HEALTH INSURANCE
	0
AMERICAN UNITY GROUP LTD
	0
ST JOSEPH DIVERSIFIED VENTURES INC
	0
ALLIANCE PHYSICIAN SERVICES
	0
MISSION VIEJO MEDICAL VENTURES
	0
MISSION MEDICAL CENTER ASSOCIATES
	0
ST JOSEPH YORBA PARK
	0
LUBBOCK METHODIST HOSPITAL SERVICES
	0
LUBBOCK METHODIST HOSPITAL PRACTICE
	0
ST JOSEPH HEALTH SYSTEM HOME HEALTH CARE SVC
	0
ST JOSEPH HEALTH FOUNDATION OF N CALIFORNIA
	0
REDWOOD MEMORIAL FOUNDATION
	0
CAMINO HEALTH CENTER
	0
METHODIST CHILDREN'S HOSPITAL
	0
METHODIST HOSPITAL PLAINVIEW
	0
METHODIST HOSPITAL LEVELLAND
	0
HOSPICE OF LUBBOCK
	0
COVENANT HEALTH SYSTEM FOUNDATION
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LUBBOCK METHODIST HOSPITAL FOUNDATION
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ST MARY OF THE PLAINS HOSPITAL FOUNDATION
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COVENANT MEDICAL GROUP
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COVENANT HEALTH PARTNERS
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ST JUDE MEMORIAL FOUNDATION
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MISSION HOSPITAL REGIONAL MEDICAL CENTER FDN
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HOME CARE PARTNERS
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