2023-07-17T15:30:57-05:00 2022-08-31 PwC US Tax LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2021-09-01 943192446 UNIVERSITY HEALTHCARE ALLIANCE % MICHAEL WEATHERFORD UNIV 5109748284 7999 GATEWAY BLVD STE 200 NEWARK CA 94560 MICHAEL WEATHERFORD CFO 5109748284 2023-07-14 true MICHAEL WEATHERFORD 999009999 PAUL TANIS P01441612 6175305000 2023-07-14 2 2021 2023-04-26 12:10:37Z STANFORD MEDICINE PARTNERS RICK SHUMWAY 7999 GATEWAY BLVD STE 200 NEWARK CA 94560 405660007 false X WWW.UNIVERSITYHEALTHCAREALLIANCE.ORG X 1993 CA SEE SCHEDULE O. 13 7 1422 7 0 3543971 1872783 397278004 403931818 64962 -247264 0 0 400886937 405557337 0 0 0 0 134245960 145125671 0 0 0 339974735 351170596 474220695 496296267 -73333758 -90738930 179242314 183982364 114238868 123923156 65003446 60059208 X SEE SCHEDULE O. false false 438463446 0 403829148 SEE SCHEDULE O. 438463446 true true false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false false true 124 0 true 1422 true false false false false false false false false false false false false X 13 7 true false false false true true true true true false false true true true true true true false true true false CA X MICHAEL WEATHERFORD 5109748284 7999 GATEWAY BLVD 2ND FLOOR NEWARK CA 94560 X QUINN MCKENNA CHAIR 1.0 52.0 X X 0 2552399 226537 LINDA HOFF DIRECTOR 1.0 52.3 X 0 1752900 175403 NORMAN RIZK MD FORMER CHAIR 0.0 50.0 X 0 1150898 46779 RICK SHUMWAY DIR PRESIDENT & CEO(FROM 6/22) 20.0 30.0 X X 0 922060 275433 ROBERT HARRINGTON MD DIRECTOR 1.0 50.0 X 0 1102020 63959 CATHERINE KRNA DIR PRESIDENT & CEO (END 6/22) 25.0 25.0 X X 0 876629 141563 NIRAJ SEHGAL MD CHAIR 1.0 50.0 X X 0 925117 32315 BRYAN BOHMAN MD DIR./CHIEF MED OFF 0.0 50.0 X 0 751479 51850 MICHAEL WEATHERFORD CFO 40.0 0.0 X 475804 0 83361 MICHAEL O'CONNELL COO END 8/22 40.0 0.0 X 512801 0 33350 MEGAN MAHONEY MD DIRECTOR END 2/22 1.0 52.0 X 0 424668 53575 ROCHELLE NOONE VP OF HUMAN RESOURCES 40.0 0.0 X 343980 0 66759 HILARY GARRIGAN SR ADMINISTRATOR 40.0 0.0 X 300900 0 83361 DIONNE HUNTE-MACON EXE. DIR. STR. INIT./SECRETARY 40.0 0.0 X 262379 0 67234 KRISTINE OWIESNEY MALMSHEIMER PRACTICE ADMINISTRATOR 40.0 0.0 X 239493 0 79316 TIM POLLEY VP STRATEGIC PLANNING DVLPMT 40.0 0.0 X 264444 0 37197 JOHN HIGGINBOTHAM DIR OF CORPORATE OPERATIONS 40.0 0.0 X 230449 0 64235 BRAD JOHNSON PRACTICE ADMINISTRATOR 40.0 0.0 X 239305 0 45235 ROBERT QUINTANA HOPKINS DIR OF TRAINING & ORG DVLPMT 40.0 0.0 X 228793 0 40568 DAVID OVERTON END 822 VP QUALITY & POPULATION HEALTH 40.0 0.0 X 251831 0 16957 LEONARD ALMALECH DIRECTOR 1.0 0.0 X 0 0 0 LARRY JACKSON DIRECTOR 1.0 0.0 X 0 0 0 DEBORAH MCKEEHAN DIRECTOR 1.0 0.0 X 0 0 0 CHANDLER EVANS DIRECTOR 1.0 2.0 X 0 0 0 ALLEN METZENBERG DIRECTOR (FROM 6/22) 1.0 50.0 X 0 0 0 GRACE ENG MD DIRECTOR 1.0 2.0 X 0 0 0 TU NGUYEN MD DIRECTOR 1.0 0.0 X 0 0 0 RICHARD SANKARY MD DIRECTOR 1.0 0.0 X 0 0 0 3350179 10458170 1684987 176 true true false UNIVERSITY MEDICAL PARTNERS 555 12TH STREET SUITE 2040 OAKLAND CA 94607 PHYSICIAN SVCS AGMT 147595852 MENLO MEDICAL CLINIC LLC 1300 CRANE STREET MENLO PARK CA 94025 PHYSICIAN SVCS AGMT 31843442 PACIFIC COMPANIES INC 75 ENTERPRISE STE 220 ALISO VIEJO CA 92656 PHYS. RECRUIT SVCS 1982067 GCON GENERAL CONSTRUCTION 8045 BIG BEND BLVD WEBSTER GROVES MO 63119 GEN CONSTRUCTION SVC 437427 PRICEWATERHOUSE COOPERS LLP 3 EMBARCADERO CENTER SAN FRANCISCO CA 94111 AUDIT SERVICES 285000 13 1872783 1872783 PATIENT SERVICE REVENUES 900099 375090299 375090299 0 0 ON CALL COVERAGE/PHYSICIAN OUTSIDE REV 900099 3546710 3546710 0 0 TEACHING REVENUE 900099 2579358 2579358 0 0 OTHER OPERATING REVENUE - CLINIC 900099 6916301 6916301 0 0 MEDICARE SHARED SAVINGS PROGRAM (MSSP) 900099 15250991 15250991 0 0 548159 548159 0 0 403931818 -144594 0 0 -144594 0 0 0 0 0 102670 -102670 -102670 -102670 0 0 0 0 0 0 0 0 0 0 405557337 403829148 0 -144594 0 0 0 0 2422539 2422539 0 0 86106728 68069571 18037157 0 5597113 4128746 1468367 0 44906503 30572477 14334026 0 6092788 5248144 844644 0 762369 91008 671361 0 4916217 0 4916217 0 168252 0 168252 0 0 0 0 0 0 0 0 0 0 237187370 232841669 4345701 0 2970 1138 1832 0 60535009 58590763 1944246 0 132271 130561 1710 0 0 29032716 23926467 5106249 0 298013 231767 66246 0 0 84871 30971 53900 0 0 0 9147894 8273542 874352 0 915921 150186 765735 0 TEMPORARY PERSONNEL 5046143 4867215 178928 0 RECRUITING 83649 410 83239 0 DUES 275100 174260 100840 0 LICENSES AND TAXES 331399 217495 113904 0 2250432 917056 1333376 496296267 438463446 57832821 0 1237 700 35006980 35118815 0 0 26777482 27493185 0 0 0 0 20528136 22879493 0 0 13537199 15204396 87934428 56248883 35246574 31685545 0 0 4055766 3420530 0 0 0 0 44088940 48179700 179242314 183982364 55987901 63416650 0 0 342285 590080 0 0 0 0 0 0 0 0 0 0 57908682 59916426 114238868 123923156 X 65003446 60059208 0 0 65003446 60059208 179242314 183982364 X -90738930 85794692 X false true X true true true X SCHEDULE A, PART 1 UNIVERSITY HEALTHCARE ALLIANCE (UHA) DBA STANFORD MEDICINE PARTNERS (SMP) WAS RECOGNIZED AS A HEALTHCARE ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(III) OF THE INTERNAL REVENUE CODE. SMP DOES NOT OPERATE A FACILITY THAT IS OR IS REQUIRED TO BE LICENSED AS A HOSPITAL. THEREFORE, SMP IS NOT REQUIRED TO FILE FORM 990, SCHEDULE H. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 44278816 27500379 16778437 0 42512266 28748504 13763762 0 1143346 0 1143346 31685545 ROU OPEX ASSET - REAL ESTATE 47467288 DEPOSITS - MSSP 501669 DEPOSITS-PRINCIPALLY RENT 199086 ROU FINANCE ASSET - EQUIPMENT 11657 48179700 0 ST & LT ROU OPEX LIABILITY-REA 49222067 OTHER LIABILITIES 1134411 IBNR CLAIMS LIABILITY-AFFINITY 6906894 HEALTH/DENTAL/VISION IBNR 2421760 DEFERRED RENT 218476 ST & LT ROU FINANCE-EQUIPMENT 12818 59916426 X FORM 990, SCHEDULE D, PART X, LINE 2: FIN 48 STATEMENT SMP WAS INCLUDED IN CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE PORTION OF THE FOOTNOTE ADDRESSING UNCERTAIN TAX POSITIONS THAT PERTAINS TO SMP IS SUMMARIZED AS FOLLOWS: SMP IS A NOT-FOR-PROFIT CORPORATION AND TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SMP HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. true true false false false false false true false LINDA HOFF DIRECTOR 0 903700 0 680710 0 168490 0 138697 0 36706 0 1928303 0 104540 QUINN MCKENNA CHAIR 0 1205808 0 902516 0 444075 0 174937 0 51600 0 2778936 0 136394 CATHERINE KRNA DIR PRESIDENT & CEO (END 6/22) 0 625103 0 174057 0 77469 0 94582 0 46981 0 1018192 0 43239 RICK SHUMWAY DIR PRESIDENT & CEO(FROM 6/22) 0 635219 0 247206 0 39635 0 244518 0 30915 0 1197493 0 38114 ROBERT HARRINGTON MD DIRECTOR 0 620738 0 412915 0 68367 0 27515 0 36444 0 1165979 0 0 MEGAN MAHONEY MD DIRECTOR END 2/22 0 371614 0 50369 0 2685 0 22863 0 30712 0 478243 0 0 MICHAEL O'CONNELL COO END 8/22 393160 0 116869 0 2772 0 33350 0 0 0 546151 0 0 0 MICHAEL WEATHERFORD CFO 365656 0 107376 0 2772 0 33350 0 50011 0 559165 0 0 0 DIONNE HUNTE-MACON EXE. DIR. STR. INIT./SECRETARY 216536 0 45465 0 378 0 30820 0 36414 0 329613 0 0 0 HILARY GARRIGAN SR ADMINISTRATOR 246145 0 52949 0 1806 0 33350 0 50011 0 384261 0 0 0 KRISTINE OWIESNEY MALMSHEIMER PRACTICE ADMINISTRATOR 206091 0 32436 0 966 0 29305 0 50011 0 318809 0 0 0 ROCHELLE NOONE VP OF HUMAN RESOURCES 262029 0 79179 0 2772 0 33350 0 33409 0 410739 0 0 0 BRAD JOHNSON PRACTICE ADMINISTRATOR 196677 0 41998 0 630 0 8821 0 36414 0 284540 0 0 0 TIM POLLEY VP STRATEGIC PLANNING DVLPMT 88131 0 0 0 176313 0 0 0 37197 0 301641 0 0 0 DAVID OVERTON END 822 VP QUALITY & POPULATION HEALTH 241482 0 10000 0 349 0 0 0 16957 0 268788 0 0 0 JOHN HIGGINBOTHAM DIR OF CORPORATE OPERATIONS 199630 0 30383 0 436 0 27038 0 37197 0 294684 0 0 0 ROBERT QUINTANA HOPKINS DIR OF TRAINING & ORG DVLPMT 192342 0 28275 0 8176 0 9791 0 30777 0 269361 0 0 0 NIRAJ SEHGAL MD CHAIR 0 685681 0 215865 0 23571 0 4163 0 28152 0 957432 0 0 NORMAN RIZK MD FORMER CHAIR 0 482786 0 668112 0 0 0 29000 0 17779 0 1197677 0 0 BRYAN BOHMAN MD DIR./CHIEF MED OFF 0 591780 0 159699 0 0 0 18167 0 33683 0 803329 0 0 SCHEDULE J, PART I, LINE 3 WITH REGARD TO RICK SHUMWAY, THE ORGANIZATION RELIES ON SHC TRI-VALLEY, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. SHC TRI-VALLEY UTILIZES THE SERVICES OF WILLIS TOWERS WATSON FOR COMPENSATION BENCHMARKING, ANALYSIS, AND REPORTING. THE BOARD OF DIRECTORS HAS A COMPENSATION & WORKFORCE SUB-COMMITTEE WHO REVIEWS THE RESULTS OF THE COMPENSATION REVIEW AND IS ASSURED THAT TOTAL COMPENSATION IS CONSISTENT WITH THE MARKET. THIS PROCESS WAS LAST PERFORMED IN NOVEMBER 2022. WITH REGARD TO CATHERINE KRNA, THE ORGANIZATION RELIES ON STANFORD HEALTH CARE (SHC), A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. SHC'S PROCESS FOR DETERMINING COMPENSATION REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED IN OCTOBER/NOVEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY, THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES. SCHEDULE J, PART I, LINE 4A TIM POLLEY RECEIVED A LUMP SUM SERVERANCE PAYMENT OF $155,002 IN 2021. SCHEDULE J, PART I, LINE 4B CERTAIN OFFICERS AND DIRECTORS OF UNIVERSITY HEALTHCARE ALLIANCE (UHA) DBA STANFORD MEDICINE PARTNERS (SMP) ARE PROVIDED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS BY STANFORD HEALTH CARE, A RELATED ORGANIZATION. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2021: CATHERINE KRNA $44,852 QUINN MCKENNA $141,483 LINDA HOFF $108,441 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR YEAR 2021, IF ANY, ARE REPORTED IN COLUMN (F). AS SHC TRI-VALLEY'S PRESIDENT, RICK SHUMWAY PARTICIPATES IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT HIS RETIREMENT BENEFITS. UNDER THE PLAN, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR THE PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. THE PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNT BECAME VESTED AND WAS PAID TO RICK SHUMWAY IN CALENDAR YEAR 2021: $38,115. SCHEDULE J, PART I, LINE 7 OFFICERS AND OTHERS WITH AMOUNTS IN COLUMN (B)(II) RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. THE ANNUAL INCENTIVE PLAN (AIP) IS BASED ON ACHIEVING CERTAIN GOALS ESTABLISHED PRIOR TO THE NEW FISCAL YEAR. THE GOALS ARE BASED ON THE FOCUSED AREAS, SUCH AS PATIENT CARE, QUALITY/SAFETY SERVICE, FINANCIAL RESULT, AND DEPARTMENT/PERSONAL PERFORMANCE. SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SMP. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II. FORM 990, PART I, LINE 1 & PART III, LINE 1 ON JULY 26, 2022 STANFORD MARKETING LAUNCHED ORGANIZATIONAL REBRANDING EFFORTS. UHA HAS BEEN RE-BRANDED TO STANFORD MEDICINE PARTNERS ("SMP") AS UHA'S NEW DBA. SMP IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION THAT HAS BEEN ORGANIZED TO OWN AND OPERATE MULTI-SPECIALTY MEDICAL CLINICS IN NORTHERN CALIFORNIA PURSUANT TO CALIFORNIA HEALTH & SAFETY CODE SECTION 1206(1). THROUGH ITS CLINICS, SMP OFFERS A BROAD RANGE OF MEDICAL CARE AND TREATMENT TO ADULT AND PEDIATRIC PATIENTS IN COORDINATION WITH STANFORD HEALTH CARE AND THE STANFORD UNIVERSITY SCHOOL OF MEDICINE (THE MEMBERS). SMP WAS FORMED IN ORDER TO SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, SCIENTIFIC AND HOSPITAL PURPOSES OF THE MEMBERS BY ESTABLISHING, OPERATING AND MAINTAINING MULTI-SPECIALTY MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES IN NORTHERN CALIFORNIA, AND BY ENGAGING IN, SPONSORING, ADVANCING, ENCOURAGING AND PROMOTING CHARITABLE HEALTHCARE, EDUCATION AND MEDICAL RESEARCH ACTIVITIES. THE ESTABLISHMENT AND INTEGRATION OF THE SMP CLINICS INTO A BROADER HEALTH CARE SYSTEM OPERATED THROUGH THE MEMBERS IS INTENDED TO IMPROVE THE AVAILABILITY, EFFECTIVENESS, EFFICIENCY AND QUALITY OF CARE PROVIDED TO INDIVIDUALS RESIDING IN THE COMMUNITIES SERVED BY THE MEMBERS. FORM 990, PART III, LINE 4A: PATIENT CARE: SMP WAS ESTABLISHED AS PART OF THE COORDINATED EFFORTS OF THE MEMBERS TO CREATE AN INTEGRATED SYSTEM OF HEALTHCARE AVAILABLE TO PERSONS OF ALL MEANS. SMP CONTRACTS WITH MEDICAL GROUPS TO PROVIDE OUTPATIENT CARE AT SMP CLINICS, EACH OF WHICH IS ORGANIZED INTO A NAMED CLINICAL OPERATING DIVISION WITHIN SMP. IN FY 2022, SMP OPERATED 4 CLINICAL OPERATING DIVISIONS AND CONTRACTED WITH 2 MEDICAL GROUPS TO PROVIDE THE PROFESSIONAL SERVICES FOR SUCH OPERATING DIVISIONS. SMP IS A PARTICIPATING PROVIDER IN THE MEDICARE AND MEDI-CAL PROGRAMS. SMP CLINICS PROVIDE MEDICAL CARE AND TREATMENT TO MEDICARE AND MEDI-CAL BENEFICIARIES ON A NONDISCRIMINATORY BASIS CONSISTENT WITH SMP'S CHARITABLE PURPOSES AND IN SUPPORT OF THE CHARITABLE ACTIVITIES OF THE MEMBERS. SMP SERVES PATIENTS IN SAN MATEO, SANTA CLARA, CONTRA COSTA AND ALAMEDA COUNTIES, CALIFORNIA. OF SUCH PATIENTS THAT ARE BENEFICIARIES UNDER MEDI-CAL, THE VAST MAJORITY OF SUCH MEDI-CAL BENEFICIARIES ARE ENROLLED WITH HEALTH PLAN OF SAN MATEO ("HPSM"). IN ADDITION, SMP PROVIDES FREE AND DISCOUNTED MEDICAL CARE AND TREATMENT TO PATIENTS QUALIFYING FOR SUCH FREE OR DISCOUNTED CARE CONSISTENT WITH ITS FINANCIAL ASSISTANCE POLICY, CHARITY CARE POLICY AND SMP'S UNINSURED PATIENT DISCOUNT POLICY. FORM 990, PART VI, LINE 2: THE FOLLOWING INDIVIDUAL WAS A DIRECTOR OF STANFORD HEALTH CARE MEGAN MAHONEY, MD THE FOLLOWING INDIVIDUALS WERE OFFICERS AND EMPLOYEES OF STANFORD HEALTH CARE LINDA HOFF QUINN MCKENNA THE FOLLOWING INDIVIDUAL WAS AN EMPLOYEE OF STANFORD HEALTH CARE CATHERINE KRNA FORM 990, PART VI, LINE 6: THE MEMBERS OF SMP (EACH A "MEMBER COLLECTIVELY, THE "MEMBERS") ARE STANFORD HEALTH CARE, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ("SHC") AND THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY, A TRUST HAVING CORPORATE POWERS UNDER THE LAWS OF THE STATE OF CALIFORNIA, ON BEHALF OF ITS SCHOOL OF MEDICINE ("SOM"), EACH OF WHICH SHALL HAVE ONE (1) VOTE WITH RESPECT TO ALL MATTERS OR ACTIONS SUBMITTED TO THE MEMBERS FOR VOTE, APPROVAL OR CONSENT. FORM 990, PART VI, LINE 7A: UNDER THE BYLAWS OF SMP, BOARD MEMBERS ARE ELECTED BY THE UNANIMOUS WRITTEN CONSENT OF THE MEMBERS. FORM 990, PART VI, LINE 7B: CERTAIN DECISIONS OF THE BOARD REQUIRE APPROVAL OF THE MEMBERS. THE ORGANIZATION MAY NOT ENTER INTO A PROFESSIONAL SERVICE AGREEMENT WITHOUT APPROVAL OF THE MEMBERS. IN ADDITION, AMENDMENT OF THE BYLAWS REQUIRES APPROVAL OF THE MEMBERS. FORM 990, PART VI, LINE 11B: THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM IN CONNECTION WITH THE SMP FINANCE DEPARTMENT. THE RETURN IS REVIEWED BY MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, LINE 12C: OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SMP. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHER, OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VP OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER OR EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING. FORM 990, PART VI, LINE 15A: THE CHIEF EXECUTIVE OFFICERS ARE EMPLOYED BY STANFORD HEALTH CARE (SHC), AND SHC TRI-VALLEY, TWO RELATED ORGANIZATIONS. THE ORGANIZATION RELIES ON SHC TO ESTABLISH THE COMPENSATION FOR CATHERINE KRNA AND SHC TRI-VALLEY TO ESTABLISH THE COMPENSATION FOR RICK SHUMWAY. BOTH SERVE AS SMP'S CHIEF EXECUTIVE OFFICERS DURING THIS TAX RETURN PERIOD. SHC TRI-VALLEY UTILIZES THE SERVICES OF WILLIS TOWERS WATSON FOR COMPENSATION BENCHMARKING, ANALYSIS, AND REPORTING. THE BOARD OF DIRECTORS HAS A COMPENSATION & WORKFORCE SUB-COMMITTEE WHO REVIEWS THE RESULTS OF THE COMPENSATION REVIEW AND IS ASSURED THAT TOTAL COMPENSATION IS CONSISTENT WITH THE MARKET. THIS PROCESS WAS LAST PERFORMED IN NOVEMBER 2022. SHC'S PROCESS FOR DETERMINING COMPENSATION REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED IN OCTOBER/NOVEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES. FORM 990, PART VI, LINE 15B: THE PROCESS FOR DETERMINING COMPENSATION FOR SMP'S TOP MANAGEMENT (WITH SALARY EXCEEDING $250,000) REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. SMP ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES COMPARABLE MARKET DATA FROM PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS. THIS REVIEW IS COMPLETED ANNUALLY. FORM 990, PART VI, LINE 19: COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. COPIES OF THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION, BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS. FORM 990, PART VII: CERTAIN DIRECTORS RECEIVED COMPENSATION DURING THE TAX YEAR FOR SERVICES RENDERED TO SMP OR A RELATED ORGANIZATION AS EMPLOYEES OF THESE ORGANIZATIONS AND NOT IN THEIR CAPACITIES AS DIRECTORS OF SMP. FORM 990, PART IX, LINE 11G: AMOUNTS INCLUDE PAYMENTS TO PHYSICIAN GROUPS WHO SUPPLY MEDICAL PROFESSIONALS TO STAFF OUR CLINICS AND PERFORM EVALUATION AND MANAGEMENT SERVICES OF PATIENTS. FORM 990, PART XI, LINE 9: OTHER CHANGES IN NET ASSETS: EQUITY TRANSFERS FROM RELATED PARTY $85,793,529 MARK TO MARKET $ 1,163 ------------ TOTAL $85,794,692 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER - PHYSICIAN SERVICES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:OTHER - CLAIMS EXPENSE TOTAL FEES:45853303 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER - PURCHASED SERVICES TOTAL FEES:12404471 UHA ACO LLC 7999 GATEWAY BLVD STE 200 NEWARK CA 94560 830676459 POP. HEALTH CA 15250991 14121603 SMP THE BRD OF TRUST LELAND STANF JR UNIV 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 941156365 EDUCATION CA 501(C)(3) 2 NA false FUNDACION STANFORD UNIVERSITY EN CHILE AV CONDELL 189 PROVIDENCIA SANTIAGO CI CI N/A HOSPITAL COMMITTEE FOR THE L-P AREAS 1111 E STANLEY BLVD LIVERMORE CA 94550 941429628 HOSPITAL CA 501(C)(3) 3 SHC true JAEDAN BUPIN STANFORD CENTER IN THE REPU RESEARCH KR 501(C)(3) N/A Stanford true LUCILE PACKARD FOUNDATION FOR CHILDREN'S 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 770440090 HEALTHCARE CA 501(C)(3) 7 LPCH true LUCILE SALTER PACKARD CHILDRENS HOSPITAL 725 WELCH ROAD MC 5553 PALO ALTO CA 94304 770003859 HEALTHCARE CA 501(C)(3) 3 STANFORD true PACKARD CHILDREN'S HEALTH ALLIANCE 725 WELCH ROAD MC5551 PALO ALTO CA 94304 320359189 HEALTHCARE CA 501(C)(3) 3 LPCH true SHR HOLDINGS INC 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 943187167 REAL ESTATE CA 501(C)(25) N/A STANFORD true STANFORD FACULTY CLUB PO BOX 7229 STANFORD CA 94309 941187089 FAC INTERACT. CA 501(C)(7) N/A STANFORD true STANFORD FEDERAL CREDIT UNION 1860 EMBARCADERO RD PALO ALTO CA 94303 941492212 CREDIT UNION CA 501(C)(1) N/A STANFORD true STANFORD HABITAT CONSERVATION BOARD 415 BROADWAY REDWOOD CITY CA 94063 461882243 CONSERVATION CA 501(C)(3) 7 STANFORD true STANFORD HEALTH CARE 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 946174066 HEALTHCARE CA 501(C)(3) 3 STANFORD true STANFORD HEALTH CARE ADVANTAGE 1221 BROADWAY 3RD FLOOR OAKLAND CA 94612 464071746 HEALTHCARE CA 501(c)(3) 12A, I SHC true STANFORD PROGRAMME (CAPE TOWN) NPC WAVERLY BUSINESS PARK BLDG 11 CAPE TOWN SF EDUCATION SF 501(C)(3) N/A STANFORD true STANFORD UNIVERSITY BOOKSTORE BLDG 60 MAIN QUAD NO 105 STANFORD CA 94305 940894150 SUPPORT CA 501(C)(3) 12A, I STANFORD true SU EMP BEN TRUST POST RETEMPYNT BEN 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 943246199 BENEFITS CA 501(C)(9) N/A STANFORD true THE DUDLEY E CHAMBERS FOUNDATION JP MORGAN CHASE PO BOX 3038 MILWAUKEE WI 53201 386841793 SUPPORT NY 501(C)(3) 12D, III-O STANFORD true THE FREIDENRICH SUPPORT FOUNDATION 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 300519583 SUPPORT CA 501(C)(3) 12A, I STANFORD true THE HONG KONGSU CHARITABLE TRUST 1401 CAROLINE CENTER 28 PING ROAD CAUSEWAY HK 986078093 SUPPORT HK 501(C)(3) N/A STANFORD true THE STANFORD TRUST 65 HIGH STREET OXFORD UK OX1 46L SUPPORT UK 501(C)(3) N/A STANFORD true VALLEYCARE MEDICAL FOUNDATION INC 1111 E STANLEY BLVD LIVERMORE CA 94550 262593526 SUPPRT SHC-VC CA 501(C)(3) PF HOSP CMTE LP true VALLEYCARE SENIOR HOUSING 1111 E STANLEY BLVD LIVERMORE CA 94550 943382224 SR. FACILITY CA 501(C)(3) 12A, I HOSP CMTE LP true ADOM PARTNERS LP 1350 6TH AVE 1610 NEW YORK NY 10019 813083288 INVESTMENTS DE NA ALBUS SELECT FUND LP 750 MENLO AVE 380 MENLO PARK CA 94025 812064357 INVESTMENTS DE NA ARCOLA VENTURE LLC 635 KNIGHT WAY STANFORD CA 94305 371689632 RE DEVELOPMEN DE NA CANARY SC FUND LP 399 PARK AVE NEW YORK NY 10022 475662144 INVESTMENTS DE NA CANARY SC MASTER FUND LP 89 NEXUS WAY CAMANA BAY GRAND CAYMAN CJ KY1-9009 981267847 INVESTMENTS CJ NA CARLSBAD CO-INVEST LP 40 BEECHWOOD RD SUMMIT NJ 07901 471702425 INVESTMENTS DE NA CHP GTS BLOCKER HOLDINGS A LP 888 BOYLSTON STREET BOSTON MA 02199 830881152 INVESTMENTS DE NA CYPRESS MARINA HEIGHTS LLC 635 KNIGHT WAY STANFORD CA 94305 954887979 INVESTMENTS CA NA DGD INVESTMENT LP 635 KNIGHT WAY STANFORD CA 94305 INVESTMENTS CJ NA ER-S JV LLC 1670 OLD COUNTRY RD 227 PLAINVIEW NY 11803 834068077 INVESTMENTS DE NA ER-S REIT LLC 1670 OLD COUNTRY RD 227 PLAINVIEW NY 11803 834068725 INVESTMENTS DE NA ER-S INVESTOR LLC 1670 OLD COUNTRY RD 227 PLAINVIEW NY 11803 834068357 INVESTMENTS DE NA ER PROPERTIES FUND LLC 1670 OLD COUNTRY RD 227 PLAINVIEW NY 11803 834260396 INVESTMENTS DE NA EZP OPPORTUNITY LP 160 BOVET RD STE 300 SAN MATEO CA 94402 814562962 INVESTMENTS DE NA FORTRESS IW COINVESTMENT (FUND B) LP 1345 AVE OF THE AMERICAS NEW YORK NY 10105 980509639 INVESTMENTS CJ NA FOUR CROSSINGS INSTITUTIONAL PARTNERS V ONE MARITIME PLAZA 200 SAN FRANCISCO CA 94111 814323705 INVESTMENTS DE NA FOXLANE LP 550 E WATER ST 888 CHARLOTTESVILLE VA 22902 813314647 INVESTMENTS DE NA HHBG-II INVESTMENT LP 89 NEXUS WAY CAMANA BAY PO BOX 31 GRAND CAYMAN CJ INVESTMENTS CJ NA KEB INVESTORS II LP WASHINGTON MALL STE 304 7 REID ST HAMILTON BD HM 11 INVESTMENTS BD NA LSF V DHB HOLDINGS LP 2711 N HASKELL AVE 1700 DALLAS TX 75204 272858604 INVESTMENTS DE NA NGP CENTENNIAL FOLLOW-ON LLC 2850 N HARWOOD STREET 19TH FLOOR DALLAS TX 75201 611758772 INVESTMENTS DE NA OLIFANT FUND LTD 635 KNIGHT WAY STANFORD CA 94305 980404442 INVESTMENTS CJ NA ONCOLOGY SOLUTIONS VENTURE LLC 300 PASTEUR DRIVE STANFORD CA 94304 863250041 HEALTHCARE CA NA OUTLAWS CASINO LTD 415 BROADWAY REDWOOD CITY CA 94063 841457498 HOLDING COMPA CO NA PALO ALTO LP 13 CASTLE STREET ST HELIER JE 981126622 INVESTMENTS JE NA SANDOVAL LP 4640 ADMIRALTY WAY 5TH FL MARINA DEL REY CA 90292 371873346 INVESTMENTS DE NA SANDPIPER FUND LP 2000 MCKINNEY AVE STE 2125 DALLAS TX 75201 260341626 INVESTMENT TX NA SAROFIM MULTIFAMILY PARTNERS LP 2525 MCKINNON STREET STE 530 DALLAS TX 75201 201929002 RE DEVELOPMEN TX NA SCP REAL ASSETS FUND (A) LP 2498 SAND HILL RD MENLO PARK CA 94025 203949682 INVESTMENTS DE NA SEQUOIA MFM OPERATING COMPANY LLC 770 WELCH ROAD LPCH PALO ALTO CA 94304 475060529 MFM PROGRAM CA NA SP SMC PARTNERS LLC PO BOX 5377 NEW YORK NY 10185 473103791 INVESTMENTS DE NA STANFORD EMANUEL RADIATION ONCOLOGY CENT 825 DELBON AV TURLOCK CA 95382 208885091 RADIOLOGY CA NA STANFORD PET-CT LLC 300 PASTEUR DR STANFORD CA 94305 611423414 MED. 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SCHEDULE R, PART IV, LINE 6 CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 7 CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 6 OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 7 POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.