HOAG MEMORIAL HOSPITAL PRESBYTERIAN: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 95-1643327)
Tax period: 2009-10-01 to 2010-09-30
Filed: 2011-08-13
IRS object ID: 201142259349300104
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 H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-13T09:00:17-04:00	Timestamp
Tax Period End Date	2010-09-30	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	2009-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	951643327	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HOAG MEMORIAL HOSPITAL PRESBYTERIAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HOAG	NameControl
Phone	9497644411	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1
City	NEWPORT BEACH	City
State	CA	State
ZIP Code	926586100	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JENNIFER MITZNER	Name
Title	SVP AND CFO	Title
Date Signed	2011-08-12	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	RICHARD F AFABLE MD	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1
City	NEWPORT BEACH	City
State	CA	State
ZIP Code	926586100	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2493930893	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.HOAGHOSPITAL.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1944	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	Our mission as a not-for-profit, faith-based hospital is to provide the highest quality health care services to the communities we serve.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	4754	TotalNbrEmployees
Total Nbr Volunteers	1400	TotalNbrVolunteers
Total Gross UBI	389157	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	20465251	ContributionsGrantsPriorYear
Contributions Grants Current Year	7247538	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	719587112	ProgramServiceRevenuePriorYear
Program Service Revenue CY	766408017	ProgramServiceRevenueCY
Investment Income Prior Year	-23883989	InvestmentIncomePriorYear
Investment Income Current Year	29359294	InvestmentIncomeCurrentYear
Other Revenue Prior Year	3888622	OtherRevenuePriorYear
Other Revenue Current Year	3464371	OtherRevenueCurrentYear
Total Revenue Prior Year	720056996	TotalRevenuePriorYear
Total Revenue Current Year	806479220	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	5529792	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	4710069	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	324991865	SalariesEtcPriorYear
Salaries Etc Current Year	347178556	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	382720662	OtherExpensePriorYear
Other Expenses Current Year	412906889	OtherExpensesCurrentYear
Total Expenses Prior Year	713242319	TotalExpensesPriorYear
Total Expenses Current Year	764795514	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	6814677	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	41683706	RevenuesLessExpensesCY
Total Assets BOY	1920990358	TotalAssetsBOY
Total Assets EOY	2037017974	TotalAssetsEOY
Total Liabilities BOY	700929957	TotalLiabilitiesBOY
Total Liabilities EOY	745611558	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1220060401	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1291406416	NetAssetsOrFundBalancesEOY
Mission Description	Our mission as a not-for-profit, faith-based hospital is to provide the highest quality health care services to the communities we serve.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	583703923	Expense
Grants	4710069	Grants
Revenue	767781511	Revenue
Description	PROVISION OF HEALTH CARE SERVICES - SEE SCHEDULE O	Description
Total Program Service Expense	583703923	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	true	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	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	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	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	803	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	4754	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Nbr Voting Governing Body Members	16	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	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
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JENNIFER MITZNER	NamePerson
Telephone Number	9497644411	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1
City	NEWPORT BEACH	City
State	CA	State
ZIP Code	926586100	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Stephen Jones
Chair	3.0	X	X	0	0	0
Robert W Evans
Vice-Chair	3.0	X	X	0	0	0
John L Benner
Secretary	3.0	X	X	0	0	0
Dick Allen
Board Member	3.0	X		3253	0	0
Allyson M Brooks MD
Board Member	3.0	X		0	0	0
Jake Easton III
Board Member	3.0	X		20265	0	0
Martin J Fee MD
Board Member	3.0	X		54140	0	0
Max W Hampton
Board Member	3.0	X		0	0	0
Jeffrey H Margolis
Board Member	3.0	X		0	0	0
Gary S McKitterick
Board Member	3.0	X		0	0	0
Richard A Norling
Board Member	3.0	X		0	0	0
Richard M Ortwein
Board Member	3.0	X		0	0	0
Virginia Ueberroth
Board Member	3.0	X		0	0	0
Yulun Wang PhD
Board Member	3.0	X		0	0	0
Douglas R Zusman MD
Board Member	3.0	X		0	0	0
Richard F Afable MD
President & CEO/Board Member	50.0	X	X	1047277	0	216499
Jennifer Mitzner
Senior VP and CFO	50.0		X	581298	0	70976
Ann L Taylor
Assistant Secretary	50.0		X	100958	0	12510
Jack Cox MD
SR VP & Chief Quality Officer	50.0			483502	0	131026	X
Richard Martin
Senior VP Patient Care Service	50.0			542841	0	58981	X
Robert Braithwaite
Chief Admn Officer Hoag Irvine	50.0			405107	0	31289	X
Timothy CL Moore
SVP & Chief Info Officer	50.0			184606	0	5980	X
Cynthia H Perazzo
SVP Strategy & Business Devel	50.0			189125	0	3322	X
Sandford Smith
SVP Real Estate & Facilities	50.0			340724	0	79842	X
Robert Dillman
Exec Medical Director	50.0			497354	0	26294		X
Robert Tancredi
Exec Medical Director	50.0			385715	0	121		X
Vivian Dickerson
Exec Medical Director	50.0			445669	0	20014		X
Michael Brant-Zawadzki
Exec Medical Director COE	50.0			457803	0	25917		X
Martin S Kleinbart
VP Strategic & Business Devel	50.0			433712	0	17977		X
Joanne D Fix
Board Member				10890	0	0			X
Michael Stephens
Board Member/CEO				20850	0	0			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	6205089	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	700748	TotalOtherCompensation
Number Individuals GT100 K	577	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
Greater Newport Physicians
330 Placentia Suite 270	NEWPORT BEACH	CA	92663	medical	8407137
Taylor Associates Architects
2220 University Dr Suite 200	LOS ANGELES	CA	92660	architecture	6261477
Deloitte Touche LLP
4022 Sells Drive	HERMITAGE	TN	37076	consulting	4461782
Pacific Hospitalist Associates
510 Superior Avenue Suite 290	NEWPORT BEACH	CA	92663	medical	3798494
G G Organization LTD
7670 Woodway Suite 250	HOUSTON	TX	77063	collection agency	2683662

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	82	NumberOfContractorsGT100K
Related Organizations	7247538	RelatedOrganizations
Total Contributions	7247538	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
PATIENT SERVICES	622110	675263444	675263444
HMO Capitated Payments	622110	75108464	75108464
MOB rental income	531190	8253864	8387595	-133731
CAFETERIA SALES	722310	3672774	3672774
REFUNDS & REBATES	532299	2206658	2206658

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1902813	TotalRevenueColumn
Related Or Exempt Function Income	1902813	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	766408017	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	18280477	TotalRevenueColumn
Exclusion	$18,280,477	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	9856	TotalRevenueColumn
Exclusion	$9,856	ExclusionAmount

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)
Securities	1696098593	Securities
Other	2422041	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1684399687	Securities
Other	3051986	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	11698906	Securities
Other	-629945	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	11068961	TotalRevenueColumn
Exclusion	$11,068,961	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
CHILD CARE PROGRAM	624410	1342952	$1,342,952
INCOME FROM PARTNERSHIPS/LLC'S	525990	1113437		1129616	-16179
MANAGEMENT FEES	561000	539067			539067

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	468915	TotalRevenueColumn
Related Or Exempt Function Income	109165	RelatedOrExemptFunctionIncome
Exclusion	$359,750	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	3464371	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	806479220	TotalRevenueColumn
Related Or Exempt Function Income	767780529	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	389157	UnrelatedBusinessRevenue
Exclusion	$31,061,996	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	4709869	Total
Program Services	4709869	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	200	Total
Program Services	200	ProgramServices

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	4815146	Total
Program Services	581839	ProgramServices
Management And General	4233307	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	211570	Total
Management And General	211570	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	270805595	Total
Program Services	194599243	ProgramServices
Management And General	76206352	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	13998738	Total
Program Services	10042406	ProgramServices
Management And General	3956332	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	37577972	Total
Program Services	26919864	ProgramServices
Management And General	10658108	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	19769535	Total
Program Services	13969967	ProgramServices
Management And General	5799568	ManagementAndGeneral

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	3324205	Total
Program Services	9055	ProgramServices
Management And General	3315150	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	629800	Total
Program Services	6298	ProgramServices
Management And General	623502	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	3705429	Total
Management And General	3705429	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	79093879	Total
Program Services	70152358	ProgramServices
Management And General	8941521	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	3952628	Total
Program Services	2777627	ProgramServices
Management And General	1175001	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	135275453	Total
Program Services	125544254	ProgramServices
Management And General	9731199	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	7528253	Total
Program Services	5289931	ProgramServices
Management And General	2238322	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	26271683	Total
Program Services	22868985	ProgramServices
Management And General	3402698	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	168784	Total
Program Services	41442	ProgramServices
Management And General	127342	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	588232	Total
Program Services	230748	ProgramServices
Management And General	357484	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	17263251	Total
Program Services	15536926	ProgramServices
Management And General	1726325	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	55322082	Total
Program Services	25008989	ProgramServices
Management And General	30313093	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2267069	Total
Program Services	1433541	ProgramServices
Management And General	833528	ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Pre-Opening Costs Irvine Locat	26900288	21520230	5380058
BAD DEBT EXPENSES	29082980	29082980
All other expenses	21532873	13377171	8155702

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	764795514	Total
Program Services	583703923	ProgramServices
Management And General	181091591	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	35065946	BOY
EOY	38826941	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	120917983	BOY
EOY	42547664	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	71521882	BOY
EOY	82467851	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	2500000	BOY
EOY	2500000	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	382467	BOY
EOY	602963	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	3847474	BOY
EOY	3530280	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	8772462	BOY
EOY	9792052	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1324505808	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	487129318	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	749639659	BOY
EOY	837376490	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	660397389	BOY
EOY	700871089	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	197807000	BOY
EOY	250607000	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	40071044	BOY
EOY	42250329	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	1941738	BOY
EOY	1891950	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	28125314	BOY
EOY	23753365	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1920990358	BOY
EOY	2037017974	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	95230363	BOY
EOY	113515253	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	537901137	BOY
EOY	535566081	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	67798457	BOY
EOY	96530224	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	700929957	BOY
EOY	745611558	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1214551487	BOY
EOY	1285897502	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5508914	BOY
EOY	5508914	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1220060401	BOY
EOY	1291406416	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1920990358	BOY
EOY	2037017974	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	false	DirectContactLegislators
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$31,229	OtherActivitiesAmount
Total Lobbying Expenditures IIB	31229	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, Line 1i	ReturnReference
Explanation	Hoag Memorial Hospital Presbyterian (HMHP) pays dues to the Hospital Association of Southern California. A portion of the dues paid by HMHP are spent on lobbying efforts by the Hospital Association. In FY 2010, $31,229 was spent on lobbying.	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	77330825	OtherCostOrOtherBasis
Book Value	77330825	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	705375075	OtherCostOrOtherBasis
Depreciation	217148886	Depreciation
Book Value	488226189	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	45711255	OtherCostOrOtherBasis
Depreciation	15682502	Depreciation
Book Value	30028753	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	369822896	OtherCostOrOtherBasis
Depreciation	254297930	Depreciation
Book Value	115524966	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	126265757	OtherCostOrOtherBasis
Book Value	126265757	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	837376490	TotalOfBookValueLandBuildings
Financial Derivatives		FinancialDerivatives
Closely Held Equity Interests		CloselyHeldEquityInterests

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
PRIVATE EQUITY FUNDS	14470000	F
REAL ASSETS	12400000	F
EQUITY COMMINGLED FUND	124828000	F
HEDGE FUNDS	98909000	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	250607000	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (7 entries)

DescriptionDescription	AmountAmount
DUE TO GOVERNMENT AGENCIES	$538,000
Lease Incentive Obligation-Irvine	$11,202,394
INTEREST RATE SWAP	$44,334,965
ARO Liability	$2,337,524
Accrued Income Guarantees	$2,417,541
Accrued Malpractice Liability	$18,243,000
Accrued Capitation Liability	$17,456,800

Field	Value	IRS element (for citing)
Total Of Amounts	96530224	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	FIN 48 Footnote	Identifier
Explanation	The Organization adopted Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740-10-25-9 relating to uncertainty in income taxes for the year ended September 30, 2008. The adoption of ASC 740-10-25-9 did not have a material impact on the Organization's consolidated financial statements.	Explanation

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	Central America and the Caribbean	Region
Number Of Offices	0	NumberOfOffices
Number Of Employees	0	NumberOfEmployees
Type Of Activities Conducted	Investments	TypeOfActivitiesConducted
Total Expenditures	0	TotalExpenditures

Field	Value	IRS element (for citing)
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Total Amount Spent	0	TotalAmountSpent

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	true	CharityCarePolicy
Written Policy	true	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	true	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	true	FPGReferenceDiscountedCare
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	9052513	TotalCommunityBenefitExpense
Net Community Benefit Expense	9052513	NetCommunityBenefitExpense
Percent Of Total Expense	0.01240	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	21047000	TotalCommunityBenefitExpense
Direct Offsetting Revenue	11141000	DirectOffsettingRevenue
Net Community Benefit Expense	9906000	NetCommunityBenefitExpense
Percent Of Total Expense	0.01350	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	11076000	TotalCommunityBenefitExpense
Direct Offsetting Revenue	3491000	DirectOffsettingRevenue
Net Community Benefit Expense	7585000	NetCommunityBenefitExpense
Percent Of Total Expense	0.01030	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	41175513	TotalCommunityBenefitExpense
Direct Offsetting Revenue	14632000	DirectOffsettingRevenue
Net Community Benefit Expense	26543513	NetCommunityBenefitExpense
Percent Of Total Expense	0.03620	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	6273550	TotalCommunityBenefitExpense
Net Community Benefit Expense	6273550	NetCommunityBenefitExpense
Percent Of Total Expense	0.00860	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	565906	TotalCommunityBenefitExpense
Net Community Benefit Expense	565906	NetCommunityBenefitExpense
Percent Of Total Expense	0.00080	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	3111720	TotalCommunityBenefitExpense
Net Community Benefit Expense	3111720	NetCommunityBenefitExpense
Percent Of Total Expense	0.00430	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Total Community Benefit Expense	928757	TotalCommunityBenefitExpense
Direct Offsetting Revenue	24896	DirectOffsettingRevenue
Net Community Benefit Expense	903861	NetCommunityBenefitExpense
Percent Of Total Expense	0.00120	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	2318146	TotalCommunityBenefitExpense
Net Community Benefit Expense	2318146	NetCommunityBenefitExpense
Percent Of Total Expense	0.00320	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	13198079	TotalCommunityBenefitExpense
Direct Offsetting Revenue	24896	DirectOffsettingRevenue
Net Community Benefit Expense	13173183	NetCommunityBenefitExpense
Percent Of Total Expense	0.01810	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	54373592	TotalCommunityBenefitExpense
Direct Offsetting Revenue	14656896	DirectOffsettingRevenue
Net Community Benefit Expense	39716696	NetCommunityBenefitExpense
Percent Of Total Expense	0.05430	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Total Community Building Expense	64369	TotalCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Total Community Building Expense	136224	TotalCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	20596	TotalCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	221189	TotalCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReported
Bad Debt Expense	$8,306,664	BadDebtExpenseAmount
Amount Attributable To	0	AmountAttributableTo
Amount Reimbursed By Medicare	129635917	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	197968339	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-68332422	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost To Charge Ratio	X	CostToChargeRatio

Field	Value	IRS element (for citing)
Written Debt Collection Policy	false	WrittenDebtCollectionPolicy

Form990 Schedule H Part IV Form990ScheduleHPartIV (3 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivity	Organization Profit Or OwnershipOrganizationProfitOrOwnership	Physicans Profit Or OwnershipPhysicansProfitOrOwnership
hoag ortho institute
specialty hospital	0.51000	0.49000
main st spec sur ctr
outpatient surgery center	0.42360	0.14660
ortho surg newpt bch
mgmt services	0.45900	0.10000

Form990 Schedule H Part V Form990ScheduleHPartV (10 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Critical Access HospitalCriticalAccessHospital	Er24 HoursEr24Hours	OtherOther
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
ONE HOAG DRIVE P O BOX 6100	NEWPORT BEACH	CA	926586100	X	X	X	X
HOAG MEMORIAL HOSPITAL Presbyterian
1200 SAND CANYON	IRVINE	CA	92614	X	X	X	X
HOAG DIABETES EDUCATION CENTER
520 superior avenue	NEWPORT BEACH	CA	92663					outpatient DIABETES education center
HOAG NEWPORT SURGICARE
1441 AVOCADO SUITE 100	NEWPORT BEACH	CA	92663					OUTPATIENT SURGERY CENTER
NEWPORT SUPERIOR MEDICAL CENTER
1501 SUPERIOR AVENUE	NEWPORT BEACH	CA	92663					HEALTH CENTER
HOAG HEALTH CENTER - ALISO VIEJO
26671 ALISO CREEK ROAD	ALISO VIEJO	CA	92656					HEALTH CENTER
HOAG HEALTH CENTER - HUNTINGTON BEACH
19582 BEACH BOULEVARD	HUNTINGTON BEACH	CA	92648					HEALTH CENTER
HEALTH CARE CENTER-COSTA MESA
1190 BAKER	COSTA MESA	CA	92626					HEALTH CENTER
IRVINE IMAGING CENTER
4870 Barranca Parkway	IRVINE	CA	92614					IMAGING CENTER
HIC Woodbury
6352 Irvine Blvd	Irvine	CA	92614					HEALTH CENTER

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
Costing Method Used	COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $618,056,000 AND $1,832,430,000, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OF APPROXIMATELY 33.7% WHICH WAS USED TO CALCULATE CHARITY CARE AT COST (GROSS PATIENT CHARGES WRITTEN OFF ON THE P&L TIMES COST-TO-CHARGE RATIO). THE COST ACCOUNTING SYSTEM ADDRESSES INPATIENT, OUTPATIENT AND VARIOUS PAYOR TYPES. Worksheet 2 was not used.	CostingMethodUsed
Percent Of Total Expense Expln	OUR TOTAL EXPENSES FROM FORM 990, PART IX, LINE 25, COLUMN (A) WERE $760,294,360. THE BAD DEBT INCLUDED IN THIS AMOUNT WAS $29,082,980. THIS LEFT US WITH TOTAL EXPENSES OF $731,211,380 FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F).	PercentOfTotalExpenseExpln
Bad Debt Footnote	Accounts receivable Audited Financial Statement disclosure: The Organization receives payment for services rendered to patients from the federal and state governments under the Medicare and Medi-Cal programs, privately sponsored managed cared programs for which payment is made based on terms defined under formal contracts, and other payors. The following table summarizes the percentage for net accounts receivable from all payors at September 30, 2010: Government: 12% Contracted: 60% Other: 28% TOTAL: 100% The Organization's management believes there is no material credit risk associated with receivables from government programs. Receivables from contracted payors and others are from various payors who are subject to differing economic conditions, and do not represent any concentrated risks to the Organization. Management continually monitors and adjusts the provision for contractual discounts and doubtful accounts associated with receivables based on historical experience. Estimated cost of bad debt attributable to patient accounts was derived based on bad debt attributable to patient accounts times the ratio of patient care cost to charges (33.7%). Discounts on patient accounts are recorded as an adjustment to revenue, not bad debt expense. Payments on patient accounts that were written off are recorded as an adjustment to bad debt expense.	BadDebtFootnote
Shortfall As Community Benefit	Costing Methodology - Medicare allowable costs were calculated using a cost to charge ratio. Community Benefit - The hospital believes that all of the $68M shortfall should be considered as community benefit. Medicare shortfalls must be absorbed by the hospital in order to continue treating the elderly in our community. During FY10, Medicare accounted for 23% of the hospital's net patient revenues. The hospital provides care regardless of this shortfall and thereby relieves the federal government of the burden of paying the full cost for Medicare beneficiaries.	ShortfallAsCommunityBenefit
Needs Assessment	Hoag participates with the Orange County Health Needs Assessment, a collaborative partnership of hospitals and other public and private health related organization in the county to insure the continued viability of this vital source of community health data. The data gathered in this organization is provided on a website and is available to all Orange County hospitals and other organizations may use to determine priority health concerns. The data provides information related to access to health care, lack of health coverage, and chronic disease information. In the Hoag service area, 13% of children and 27% of non-elderly adults were without any form of health care coverage; 29% of children were overweight or at risk for being overweight and 50% of adults were overweight or obese (15% reported having diabetes, 33% reported high blood sugar and cholesterol, and 23% reported arthritis); 75% of children between 6 and 17 have been diagnosed with a mental or behavioral problem; 95% of their parents have sought out advice from their primary care physician, and 16% of adults have expressed concern of their own mental health.	NeedsAssessment
Patient Education Assistance	In addition to the visual notices of assistance available, Self Pay patients, meet with the financial counselor to evaluate their status. For all other patients, they would be educated at time of need or upon patient's inquiry about their balance.	PatientEducationAssistance
Community Information	The Hoag Memorial Hospital Presbyterian service area encompasses 9 cities in Orange County, California: Costa Mesa, Fountain Valley, Garden Grove, Huntington Beach, Irvine, Laguna Beach, Newport Beach, Santa Ana, and Westminster. Census data shows that the service area is racially and ethnically diverse with a large proportion of Vietnamese, Other Asian or Pacific Islander, and Hispanic/Latino individuals. This population shows lower levels of education and income and higher levels of poverty when comparing to all of Orange County; however, there are also regions within the service area with median household incomes and education levels considerably higher than the county average.	CommunityInformation
Community Building Activities	The primary purpose of Hoag's Community Building Activities is to improve local health in Orange County through a collaborative process with other nonprofit organizations and health care delivery systems in providing funding opportunities for health related community initiatives. A great example would be the formation of the Health Funders Partnership of Orange County which is a group of 16 foundations, corporate, private nonprofit, and public sector organizations that fund projects with a focus on Diabetes prevention and strengthening the healthcare safety net for the uninsured residents of Orange County. Hoag has been a partner of this collaborative from its inception and has provided financial support and strategic direction to improve the health of the community. The following community building activities are reported on Schedule H, Part II: * Schedule H, Part II, Line 3 - Hoag also supports with Community Disaster Preparedness planning ($61K) and the OC Congregation Community Organizations ($2.5K) * Schedule H, Part II, Line 7 - Hoag works with various OC Community clinics, the Health Funders Partnership of OC, and the OC Health Needs Assessment group to further community building activities ($136K) * Schedule H, Part II, Line 8 - Hoag works with Project Search to assist in workforce development for the disabled ($20.5K)	CommunityBuildingActivities
Other Information	THE BOARD OF DIRECTORS IS MADE UP OF MEDICAL AND BUSINESS PROFESSIONALS, ALMOST ALL OF WHOM RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA. THESE VOLUNTEERS GIVE COUNTLESS HOURS OF SERVICE TO THE HOSPITAL IN THEIR OVERSIGHT ROLE. THEY ARE INVOLVED IN THE COMMUNITY NEEDS ASSESSMENT PROCESS, IN FUNDRAISING, AND IN GENERAL STEWARDSHIP. THE HOAG MEMORIAL HOSPITAL PRESBYTERIAN MEDICAL STAFF ADOPTS BYLAWS TO PROVIDE FOR THE ORGANIZATION OF THE MEDICAL STAFF AND TO PROVIDE A FRAMEWORK FOR SELFGOVERNMENT IN ORDER TO PERMIT THE MEDICAL STAFF TO DISCHARGE ITS RESPONSIBILITIES IN MATTERS INVOLVING THE QUALITY OF MEDICAL CARE AND TO GOVERN THE ORDERLY RESOLUTION OF THOSE PURPOSES. THESE BYLAWS PROVIDE THE PROFESSIONAL AND LEGAL STRUCTURE FOR MEDICAL STAFF OPERATIONS, ORGANIZED MEDICAL STAFF RELATIONS WITH THE BOARD OF DIRECTORS, AND RELATIONS WITH APPLICANTS TO AND MEMBERS OF THE MEDICAL STAFF. PHYSICIANS, DENTISTS, AND PODIATRISTS WHO MEET THE CRITERIA OUTLINED WITHIN THE MEDICAL STAFF BYLAWS SHALL BE DEEMED TO POSSESS BASIC QUALIFICATIONS FOR MEMBERSHIP IN THE MEDICAL STAFF. NO ASPECT OF MEDICAL STAFF MEMBERSHIP OR PARTICULAR CLINICAL PRIVILEGES SHALL BE DENIED ON THE BASIS OF SEX, RACE, AGE, CREED, COLOR, OR NATIONAL ORIGIN. COMMUNITY BENEFIT STAFF CONTINUOUSLY ASSESS THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NON PROFIT ORGANIZATIONS. HOAG WAS PART OF A COLLABORATIVE INITIATIVE TO HIRE A FULL-TIME SCHOOL-BASED COUNTY PHYSICIAN THROUGH THE DEPARTMENT OF EDUCATION TO SERVE THE PUBLIC SCHOOL SYSTEM IN ORANGE COUNTY. HOAG PROVIDES THE MAJORITY FUNDING FOR THIS POSITION. HOAG HOSPITAL HAS A RELATIONSHIP WITH LOCAL COLLEGES AND UNIVERSITIES TO INVEST IN THE EDUCATION OF VARIOUS HEALTH PROFESSIONS. HOAG HOSPITAL AND SHARE OUR SELVES (SOS) FREE CLINIC HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984 TO PROVIDE HEALTH CARE TO THE LOW INCOME, UNINSURED, AND UNDERINSURED INDIVIDUALS RESIDING IN THE COMMUNITY. THE SOS AND HOAG COLLABORATION INCLUDES MORE THAN 150 VOLUNTEER HEALTHCARE SPECIALISTS AVAILABLE TO PROVIDE CARE TO SOS PATIENTS. HOAG SUPPORTS THE CLINIC BY PROVIDING DIAGNOSTIC TESTS, PROCEDURES, HOSPITALIZATIONS AND ER VISITS FOR SOS PATIENTS FREE OF CHARGE. HOAG ALSO EMPLOYS THE MEDICAL AND ASSOCIATE MEDICAL DIRECTORS WHO ARE STATIONED FULL TIME AT THE SOS CLINIC. THIS REFERRAL SYSTEM AND CLINICAL SUPPORT GIVES SOS THE ABILITY TO MAKE LIFE-SAVING CARE AVAILABLE TO PATIENTS AND ENSURES CONTINUITY OF CARE, SEAMLESS DISCHARGE PLANNING, AND PATIENT TRACKING. HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY SERVICES CENTER (AFSC) WHICH IS COMMITTED TO THE MISSION OF IMPROVING THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. HOAG HOSPITAL OWNS THE AFSC FACILITY AND PROVIDES IT AT NO CHARGE, INCLUDING MAINTENANCE SERVICES AS SPECIFIED IN THE LEASE, TO THE AGENCY. ADDITIONALLY, THE HOSPITAL PROVIDES ANNUAL OPERATING AND TRANSPORTATION GRANTS, AND IN-KIND SERVICES SUCH AS CONSULTATION IN NURSING AND COMPLIANCE-RELATED ISSUES TO THE CENTER. HOAG ALSO EMPLOYS THE EXECUTIVE DIRECTOR AND ONE DEMENTIA EDUCATION SPECIALIST, BOTH OUT-STATIONED FULL TIME AT AFSC. IN 2010, SOS AND HOAG PARTNERED WITH EL SOL SCIENCE AND ARTS ACADEMY IN SANTA ANA TO ESTABLISH THE SOS-EL SOL WELLNESS CENTER, A SCHOOL-BASED HEALTH CENTER.	OtherInformation
Affiliated Health Care System	N/A	AffiliatedHealthCareSystem
Reports Filed With States	CA	ReportsFiledWithStates

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (53 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
Access California Services
2180 W Crescent Ave C	Anaheim	CA	92801	330826205	501 (c) (3)	45000	Expansion of Mental Health Program
AIDS Services Foundation of Orange County
17982 Sky Park circle	Irvine	CA	92614	330126481	501 (c) (3)	25000
Alzheimer's Association of Orange County
17771 Cowan 200	Irvine	CA	92614	953702013	501 (c) (3)	50000
Alzheimer's Family Services Center
9451 Indianapolis Ave	HB	CA	92646	953463978	501 (c) (3)	995690	PROGRAM GRANT
American Diabetes Assoc
151 Kalmus DrC100	Costa Mesa	CA	92626	131623888	501 (c) (3)	20000	PROGRAM GRANT
American Lung Assoc
1570 E 17th St F	Santa Ana	CA	92705	950362650	501 (c) (3)	25613
American Red Cross OC
601 North Golden Circle	Santa Ana	CA	92705	530196605	501 (c) (3)	25000
Arthritis Foundation
171455 Newhope St	FV	CA	92708	951885447	501 (c) (3)	25000
Boys & Girls Club of the Harbor Area
2131 Tustin Ave	Costa Mesa	CA	92627	951809563	501 (c) (3)	6000
CaliforniaKids
5200 Lankershim Blvd	NH	CA	91601	952036014	501 (c) (3)	250000	PROGRAM GRANT
California State University
401 golden shore	long beach	CA	90802	931150363	GOVERNMENT	300000
Childrens Hospital Orange County Foundation
455 S Main St	Orange	CA	92868	956097416	501 (c) (3)	454056	SENIOR TRANSPORTAITON & OPERATING GRANTS
City of Huntington Beach Council on Aging
1706 Orange Ave	Huntington Beach	CA	92648	510179431	501 (c) (3)	77000
City of Newport Beach
PO Box 1768	Newport Beach	CA	92658	956000751	government	616000
Coalition of Orange County Comm Clinics
17701 Cowant Ste 220	Irvine	CA	92614	952900725	501 (c) (3)	21000
Community Partners FBO Epilepsy Alliance
1500 Adams Ave 314	Costa Mesa	CA	92626	954302067	501 (c) (3)	20000
Costa Mesa Senior Center
695 West 19th St	Costa Mesa	CA	92627	338265009	501 (c) (3)	134407	SENIOR TRANSPORTATION
County of Orange Health Care Agency
405 West 5th St 7th Fl	Santa Ana	CA	92701	956000928	government	150000
East Africa Partnership
21581 Midcrest Dr	Lake Forest	CA	92630	270570704	501 (c) (3)	24000
Epilepsy Support Network
9114 Adams Ave 288	HB	CA	92646	270681680	501 (c) (3)	25000
Friends of Oasis
800 Marguerite Ave	Corona Del Mar	CA	92625	953196296	501 (c) (3)	15000
Girls Incorporated of Orange County
1815 Anaheim Ave	Costa Mesa	CA	92627	951810150	501 (c) (3)	15000
Goodwill of Orange County
410 North Fairview	Santa Ana	CA	92703	951644018	501 (c) (3)	60000
Healthy Smiles
10602 Chapman Ave 200	Garden Grv	CA	92840	383675065	501 (c) (3)	7000
Human Options
PO Box 53745	Irvine	CA	92619	953667817	501 (c) (3)	25000
Irvine Adult Day Health Services
20 Lake Road	Irvine	CA	92604	330599371	501 (c) (3)	81909
Irvine Childrens Fund
14301 Yale Ave	Irvine	CA	92604	330177921	501 (c) (3)	12000	SUPPORT LOW INCOME SUBSIDY PROGRAM
Irvine Police Explorers
PO Box 19575	Irvine	CA	92623	208416297	government	7500	NURSING PROFESSORSHIP GRANTS
Irvine Community Alliance Fund
PO box 19575	Irvine	CA	92623	330258368	501 (c) (3)	24000	YOUTH PROGRAM
John Wayne Cancer Foundation
PO Box 1779	Newport Beach	CA	92659	954023430	501 (c) (3)	5742	YOUTH PROGRAM
Juvenile Diabetes Research Foundation
17872 Mitchell North	Irvine	CA	92614	231907729	501 (c) (3)	12000	SENIOR TRANSPORTATION
Laguna Beach Senior - SUSI Q
380 Third St	Laguna Beach	CA	92651	952983350	501 (c) (3)	15000	PROGRAM GRANT- UCI PAUL MERAGE BUSS SCHL
Lifeline
PO Box 981009	Boston	MD	02298	042537528	501 (c) (3)	6399	NURSING PROFESSORSHIP GRANTS
March of Dimes California Chapter
1050 Sansome St 4Fl	San Francisco	CA	94111	131846366	501 (c) (3)	10000	PARTNERSHIP ORANGE COUNTY
Mardan Foundation of Educational Therapy
1 Osborn	Irvine	CA	92604	952547940	501 (c) (3)	10000	SPONSORSHIP, HOMELESS WOMEN
National Parkinson Foundation OC Chapter
PO Box 2207	Newport Beach	CA	92659	911803228	501 (c) (3)	12000
Newport Community Counseling Center
2200 San Joaquin Hills Rd	NB	CA	92660	202108327	501 (c) (3)	10000
Newport Mesa School Foundation
PO Box 1368	Newport Beach	CA	92663	953545875	501 (c) (3)	10461
Newport -Mesa Unified School District
2985 A Bear St	Costa Mesa	CA	92626	952417783	government	201539
Orange County United Way
18012 Mitchell Ave South	Irvine	CA	92614	330047994	501 (c) (3)	100000
Orange Coast College Foundation
2701 Fairview Road	Costa Mesa	CA	92628	330071349	501 (c) (3)	15000
Orange County Rescue Mission
One Hope Drive	Tustin	CA	92782	952479552	501 (c) (3)	15000
Public Health Foundation Enterprises Inc
12447 Lewis St 205	Garden Grove	CA	92840	952557063	501 (c) (3)	80224
Share Our Selves Clinic
1550 Superior Ave	Costa Mesa	CA	92627	953222316	501 (c) (3)	46000
Someone Care Soup Kitchen
720 W 19th St	Costa Mesa	CA	92627	330279080	501 (c) (3)	35000
South County Senior Services
24300 El Toro Rd Bl A 2000	Lag Wd	CA	92637	931163563	501 (c) (3)	117500
Sweet Success Express Program
PO Box 9705	Fountain Valley	CA	92728	342044369	501 (c) (3)	15000
Trauma Intervention Program
6 Marble Creek Lane	Coto De Casa	CA	92679	330317893	501 (c) (3)	10000
UCI Foundation
Dev Office MPAA 210	Irvine	CA	92697	952540117	501 (c) (3)	110000
UCI Department of Pathology
2646 Biological Sci III	Irvine	CA	92627	952226406	501 (c) (3)	10000
Volunteer Center of Orange County
1901 E 4th St 100	Santa Ana	CA	92705	952021700	501 (c) (3)	69000
Women Helping Women
711 W 17th St A10	Costa Mesa	CA	92627	330576900	501 (c) (3)	10000
YMCA of Orange County
13821 Newport Ave Ste 200	Tustin	CA	92780	951644055	501 (c) (3)	150000

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	54	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Form 990, Schedule I	Identifier
Return Reference	Description of Organization's Procedures for Monitoring the Use of Grants	ReturnReference
Explanation	Prior to consideration of a funding grant, all recipients must be IRS currently designated tax exempt 501 (c) (3) nonprofit, and we must have a verified copy of their 501 (c) (3) status in file. They must have an Executive Director and an established Board of Directors, meeting regularly. We research the reputation and record of performance of the program and its Director. For some of these programs we have a departmental member serving on their Board of Directors. We require a copy of their current budget for review and our files. We interview the Exec. Director and one or more board members in our offices; and conduct on site visits. Once a program donation has been made, we expect a report on its progress. Throughout the course of a project or program, there are occasional meetings with the director, program personnel, and reports of numbers served, and services provided. For some the reports include outcome improvement measures. Throughout this process, those donated funds are being monitored for their focus on the intended purpose. Those that request continued funding provide us with a detailed report of progress.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
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	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (15 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
Richard F Afable MD
589973	0	325333	0	131971	0	191924	0	24575	0	1263776	0	0	0
Jennifer Mitzner
426807	0	144453	0	10038	0	53001	0	17975	0	652274	0	0	0
Jack Cox MD
365969	0	27171	0	90362	0	120137	0	10889	0	614528	0	0	0
Richard Martin
398019	0	134716	0	10106	0	51217	0	7764	0	601822	0	0	0
Robert Braithwaite
358266	0	36578	0	10263	0	13475	0	17814	0	436396	0	0	0
Timothy CL Moore
148492	0	32000	0	4114	0	0	0	5980	0	190586	0	0	0
Cynthia H Perazzo
185220	0	0	0	3905	0	0	0	3322	0	192447	0	0	0
Sandford Smith
310447	0	20471	0	9806	0	66176	0	13666	0	420566	0	0	0
Robert Dillman
463042	0	30279	0	4033	0	12250	0	14044	0	523648	0	0	0
Robert Tancredi
356507	0	25000	0	4208	0	0	0	121	0	385836	0	0	0
Vivian Dickerson
388165	0	53471	0	4033	0	12250	0	7764	0	465683	0	0	0
Michael Brant-Zawadzki
405949	0	47821	0	4033	0	12250	0	13667	0	483720	0	0	0
Martin S Kleinbart
378580	0	54749	0	383	0	10367	0	7610	0	451689	0	0	0
Joanne D Fix
0	0	0	0	10890	0	0	0	0	0	10890	0	0	0
Michael Stephens
0	0	0	0	20850	0	0	0	0		20850	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 1(a)	ReturnReference
Explanation	The CEO and Chief Quality Officer are provided with a housing allowance in accordance with their employment contracts. Housing allowances are grossed up to eliminate the impact of income taxes. Such allowances are reported as taxable income to the executive and are included in column B(III) of Part II. The CEO also receives a reimbursement for a portion of his club dues that are essential to fundraising efforts. This reimbursement was excluded from taxable income. Schedule J, Part I, Line 4(a) The following individuals received severance payment for the year 2009: Mary Kay Payne - $275,600.00 Langston Trigg - $156,873.60 Schedule J, Part I, Line 4(b) The organization maintains a legacy deferred compensation plan that is frozen (no new contribution can be made). No options were exercised during calendar year 2009.	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer
City of Newport Beach
956000751	651785AT4	2008-05-22	452080000	REFUND BONDS 8/24/05 & 5/31/07	false	false
City of Newport Beach
956000751	651785BN6	2009-06-01	218570636	See Schedule O	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Amount DefeasedAmountDefeased	Amount UnspentAmountUnspent	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Year Of Subst CompletionYearOfSubstCompletion
452080000	0	0	0	2044099	0	0	true	false	true	true
218571204	0	0	0	2602704	0	20037358	true	false	true	true	2010

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	0.00790	0.00000	0.00790	true
false	true	true	true	true	0.00790	0.00000	0.00790	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Term Of HedgeTermOfHedge	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
citibank na
false	true	true	32.6	false	false	true
(no name)
false	true	false		false	false	true

Schedule L IRS990ScheduleL

Loan Table LoanTable (3 entries)

Purpose Of LoanPurposeOfLoan	Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
RICHARD AFABLE MD
recruitment	X	$1,000,000	1000000	false	true	true
JACK COX SR VP
recruitment	X	$1,500,000	1500000	false	true	true
Cynthia Perazzo SVP
moving expenses	X	$105,000	67083	false	true	true

Field	Value	IRS element (for citing)
Total Balance Due	2567083	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
MELISSA DICKERSON
TIM MOORE/SEE SCHEDULE O	16785	EMPLOYEE OF HOAG MEMORIAL HOSP	false
RANEY ZUSMAN
DOUGLAS ZUSMAN/SEE SCH O	540410	MEDICAL SERVICES	false
ALEXANDER EASTON
JAKE EASTON III/SEE SCH O	19115	EMPLOYEE OF HOAG MEMORIAL HOSP	false

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part III, Line 4	Program Service Accomplishments	Executive Summary of Hoag Memorial Hospital Presbyterian's Community Benefit Report for 2010 filed with OSHPD. The Community Medicine Department at Hoag Memorial Hospital Presbyteian was established in 1995. Since its beginning the program has focused on two principal strategies: Provide necessary healthcare-related services which are unduplicated in the community; and provide financial support to existing community based not-for-profit organizations which already provide effective healthcare and related social services to meet community health needs. The department of Community Medicine, led by its director, Dr. Gwyn Parry, is responsible for the coordination of Hoag Hospital community benefit reporting and provides free programs to assist the underserved in the community. These include community case management, community counseling and health ministries coordination. In addition to these services, many other Hoag hospital departments provide community health services including education and support groups which are free to the community. The hospital also has substantial relationships with local colleges and universities to invest in the education of various health professionals. Community Medicine grants support Hoag health associates - organizations that provide a broad range of services, including the following: free medical and dental care adult day care and education for persons who suffer from Alzheimer's disease or mild dementia with support and education for their caregivers and families *transportation services for local senior centers Hoag Memorial Hospital Presbyterian is a not-for-profit organization that operates general acute care hospitals in Newport Beach and Irvine, California. The hospital provides inpatient, outpatient, and emergency services for residents of Orange County, California. Hoag operates a 498 licensed bed facility in Newport Beach and a 154 licensed bed facility in Irvine. Fully accredited by the Joint Commission on Accreditation of Healthcare Organizations (JCAHO) and designated as a Magnet Hospital by the American Nurses Credentialing Center (ANCC), Hoag offers a comprehensive mix of health care services. These include the Centers of Excellence in Cancer, Heart and Vascular Institute, Neurosciences Institute, Orthopedic Services and Women's Health Services. Since opening the Newport Beach campus in 1952, Hoag has grown from a single-site hospital to having three hospitals across two campuses and multiple satellite outpatient services locations. Hoag has instilled its exemplary brand of quality patient care at all locations. ANCC Magnet Recognition Program (R) has re-designated Hoag Hospital Newport Beach as a Magnet hospital and extended the Magnet designation to Hoag Hospital Irvine in recognition of the commitment to nursing excellence at both hospitals. Hoag has also received acclaim as a top ranking hospital from consumer publications. In June 2010, US News & World Report released its latest top 100 hospital rankings. The Cancer Institute ranked 9th among California hospitals and the highest in Orange County. For the 15th consecutive year, Hoag has been named the most preferred hospital by Orange County residents based on a consumer study by National Research Corporation (NRC). And in a reader's poll, The Orange County Register selected Hoag Hospital as the Best Hospital in Orange County, a title Hoag has claimed for 15 of the 16 years the poll has been taken. Hoag serves its surrounding communities with health centers located in Costa Mesa, Huntington Beach, Fountain Valley, Aliso Viejo, two Irvine locations and its newest location in Newport Beach. Hoag successfully opened Hoag Hospital Irvine on September 1, 2010. The new hospital is an acute care general hospital with a full-staffed emergency room focused on improving the flow of emergent care and features Hoag Orthopedics, an inpatient hospital within Hoag Hospital Irvine, progressive cardiac care and dedicated hospitalists committed to expanding care 24/7. Form 990, Part VI, Line 4 Significant changes to organizational documents During the year ended September 30, 2010 the organization's bylaws were amended to increase the the maximum number of voting members on the board from 17 to 19. Form 990, Part VI, Line 6 Description of Classes of Members or Stockholders In accordance WIth the bylaws of the corporation, the members of the corporation are fifty (50) in number and are divided equally between the george hoag family foundation and the constituent churches of the Los Ranchos presytery of the Presbyterian Church (USA), as represented by the association of presbyterian members. Form 990, Part VI, Line 7a Description of Classes of Persons and the Nature of Their Rights The members of the corporation have the power to elect or remove directors from the board of directors of the corporation. Form 990, Part VI, Line 7B Decisions requiring approval The powers and responsibilities of the members of the corporation include but are not limited to: a) to assure the Board of Directors carries out the corporation's mission; b) to consider the qualifications of Directors to be elected to the Board of Directors; c) to approve any change in the name of the Corporation; d) to approve any changes to the Corporation's mission statement; and e) to approve any sale or alienation to the property or assets of the Corporation. Form 990, Part VI, Line 11 Process used by Management and/or governing body to review 990 The organization's Board of Directors has delegated to the Audit and Compliance Committee of the Board the review of the Form 990 prior to issuance. Management, including an officer of the organization, prepares and reviews the Form 990. The Audit and Compliance Committee is provided with a draft Form 990 and is provided ample time to read the document and develop questions. The Audit and Compliance Committee then convenes prior to issuance of the Form 990 to review and discuss the draft form 990 with management and external experts hired by management. An electronic version of the Form 990 is posted to a secure web site available to all of the Board of Directors prior to filing. Form 990, Part VI, Line 12c Process used to Monitor Transactions for Conflict of Interest The organization has a comprehensive conflict of interest policy. Officers, directors, non-director members of Board Committees, and senior executives are required to complete an annual Conflict of Interest questionnaire. Responses to the questionnaire are reviewed by the Chair and CEO and matters are discussed at the appropriate level as applicable given the situation. Individual transactions that occur between the annual questionnaires are reviewed by the corporation's legal and compliance officers for potential conflicts of interest. Any director who has a conflict of interest with respect to a proposed contract, transaction or arrangement shall refrain from voting on any matter relating to the contract, transaction or arrangement. Form 990, Part VI, LINES 15a & 15b Process Used to determine compensation The compensation of the CEO, CFO and all senior vice presidents (key employees) are determined by the Compensation Committee of the Board of Directors. The Compensation Committee is comprised solely of independent directors. The Compensation Committee receives a study performed by an independent consulting firm that reviews levels of compensation at comparable organizations for comparable positions when setting compensation of the officers and key employees. This process of using comparable data to establish levels of compensation has been in place for in excess of five years. The compensation committee documents that the compensation is reasonable in its board minutes during executive session. This process was last completed in 2010.
Form 990, Part VI, Line 19	Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public	The Corporation's financial statements are made available to the public in summary by inclusion in an Annual Report that is available on its Web site http://www.hoaghospital.org/PDF/Corporate-AnnualReport.pdf. Hoag's Code of Conduct is posted on its public Web site as well. The Code of Conduct provides readers with an understandable review of the code of conduct that must be adhered to by all employees, directors and vendors. The Corporation makes its governing documents available upon request. Schedule K, Part I, lINE B, column(f) Description of purpose Refund Bonds issued on 5/31/07 & 5/22/08 and Improve & Equip existing facility Schedule K, Part II, line 5, column A: The total issuance cost from proceeds reported on Schedule K, Part II, Line 5, column A includes $92,721.46 of letter of credit/credit enhancement fees paid from Series 2008 Bond proceeds in Fiscal Year 2008. The remaining $1,951,377.54 is for issuance costs, including (but not limited to) underwriters' fees, trustee and bond counsel fees paid during the period May - October 2008. Schedule K, Part II, line 8, column A Year of substantial completion Proceeds of the City of Newport Beach, Series 2008 Bond issue were used to finance multiple projects. Most of these projects have been substantially completed as of May 2011. One project which is partially financed with bond proceeds in the amount $2.7 million is expected to be substantially completed in Fiscal Year 2011. Two other projects which were partially financed with bond proceeds in the total amount of $167,210 are expected to be substantially completed in Fiscal 2013/2014. Schedule L, Part IV Business Relationships Timothy Moore disclosed that his daughter-in-law, Melissa Dickerson (Service Desk Agent) IS an employee of HOAG MEMORIAL HOSPITAL PRESBYTERIAN. Dr. Douglas Zusman has 50% ownership interest in Raney & Zusman which provides medical services to HOAG MEMORIAL HOSPITAL PRESBYTERIAN. *Jake Easton III's son, Alexander Easton was a transport operator for HOAG MEMORIAL HOSPITAL PRESBYTERIAN. SCHEDULE R, PART V, LINE 2 TRANSACTIONS WITH RELATED ORGANIZATIONS THE AMOUNTS REPORTED ON SCHEDULE R, PART V, LINE 2 ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Business Name Line1DirectControllingEntityName/BusinessNameLine1
NEWPORT HEALTHCARE CENTER LLC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92663	331127904	Medical bldg.	CA	2438958	152176397	na
NB LIDO SURGERY CENTER
351 HOSP RD110	NB	CA	92663	412202531	SURGERY	CA	236592	1932145	NA
HOAG ENDOSCOPY CTR
500 SUP AVE100	NB	CA	92663	260726058	SURGERY	CA	30651	4481924	NA

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	HOAG HOSPITAL FOUNDATION	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	ONE HOAG DRIVE BOX 6100	AddressLine1
City	NEWPORT BEACH	City
State	CA	State
ZIP Code	92663	ZIPCode

Field	Value	IRS element (for citing)
EIN	953222343	EIN
Primary Activities	FUNDRAISING	PrimaryActivities
Legal Domicile State	CA	LegalDomicileState
Exempt Code Section	501(C)(3)	ExemptCodeSection
Public Charity Status	7	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Form990 Schedule R Part III Form990ScheduleRPartIII (4 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
NEWPORT IMAGING CENTER LP
360 SAN MIGUEL	NEWPORT BEACH	CA	92660	330191776	MEDICAL IMAGING	CA	NA	RELATED	1134822	10936326	false	$0	true
HOAG ORTHOPEDIC INSTITUTE
ONE HOAG DRIVE P O BOX 6100	NEWPORT BEACH	CA	92663	611588294	HOLDING COMPANY	CA	NA	RELATED	2004429	31339301	false	$0	true
MAIN ST SPEC SURG
280 MAIN ST 100	ORANGE	CA	92868	954813223	SURGERY	CA	NA	RELATED	1591074	0	false	$0	false
ORTH SURG CENTER OF OC
22 CORP PLAZA DR	NEWPORT BEACH	CA	92660	330841806	SURGERY	CA	NA	RELATED	326114	0	false	$0	true

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 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
HOAG MANAGEMENT SERVICES INC
ONE HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	926586100	330731587	MEDICAL MGMT	CA	NA	C-CORP	348401	1267764	1.00000
COASTAL MANAGEMENT PURCHASING GROUP
ONE HOAG DRIVEPO BOX 6100	NEWPORT BEACH	CA	926586100	330676831	PURCHASE CO-OP	CA	NA	C-CORP	67382	405125	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	true	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	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	true	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	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	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
Hoag Hospital FOUNDATION
a(iv)	144202
Hoag Hospital FOUNDATION
c	8125863
Newport Imaging Center LP
c	1598032
Hoag Orthopedic Institute
c	1579470
Coastal MANAGEMENT Purchasing Group
k	132000
hoag MANAGEMENT Services Inc
l	4384304
ORTHOPEDIC SURGERY CENTER OF ORANGE COUNTY
C	530385
Hoag Orthopedic Institute
b	29436077
Newport Imaging Center LP
k	103292
Hoag Hospital FOUNDATION
k	90000