2020-07-14T11:19:17-05:00 2019-08-31 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2018-09-01 946174066 STANFORD HEALTH CARE % CONTROLLER STAN 6507234000 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 LINDA HOFF CFO 6507234000 2020-07-09 true GWEN SPENCER P00641463 6175305000 2020-06-22 155.201.35.117 04363820201965000037 2020-07-14 P 042FB5DCAAA4470C077AF286B5620B0F4728DBA0 295028449C3F552BA2CA3920E649C0D8729687C5 2018 2020-09-22 18:59:49Z LINDA HOFF CFO 300 PASTEUR DRIVE MC 5230 STANFORD CA 94305 4744282090 false X HTTP://WWW.STANFORDHEALTHCARE.ORG X 1957 CA SEE SCHEDULE O 31 20 14574 1145 1374283 0 44851782 35789010 4315034987 4580588564 145656535 126779819 0 0 4505543304 4743157393 66047781 79556326 0 0 1771231103 1848445661 0 0 13898885 2212753313 2358083350 4050032197 4286085337 455511107 457072056 6946414314 7550685195 3083849907 3447531125 3862564407 4103154070 X SEE SCHEDULE O. false false 3961096151 79556326 4580588564 SEE SCHEDULE O. 3961096151 true true false true false false false true false true true true false true true true false true false true true false false false false false true true true false true true false false false false false true false false false false true false false false true true true true false false true X 845 0 true 14574 true true true true BD false false false true true false false false false true false X 31 20 true false false false true true true true true false false true true true true true true true true true true CA X CONTROLLER 6507234000 1804 EMBARCADERO RD STE 100 1ST PALO ALTO CA 94303 X SUSAN BECHTEL DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM BRODY DIRECTOR 2.0 0.0 X 0 0 0 MARIANN BYERWALTER DIRECTOR 2.0 3.0 X 0 0 0 JEFF CHAMBERS DIRECTOR 2.0 12.0 X 0 0 0 BRET COMOLLI DIRECTOR 2.0 2.0 X 0 0 0 ED DAMROSE MD DIRECTOR 2.0 50.0 X 0 692913 38475 DONNA DUBINSKY DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 DAVID ENTWISTLE DIRECTOR/CEO 50.0 6.25 X X 2840925 0 373297 CHANDLER EVANS DIRECTOR 2.0 0.0 X 0 0 0 KAYE FOSTER-CHEEK DIRECTOR 2.0 2.0 X 0 0 0 SAM GAMBHIR MD DIRECTOR 2.0 50.0 X 0 883420 57571 JOHN GOLDMAN DIRECTOR 2.0 2.0 X 0 0 0 LORI GOLER DIRECTOR 2.0 0.0 X 0 0 0 JOHN GUNN VICE CHAIR 2.0 2.0 X 0 0 0 FRED HARMAN DIRECTOR 2.0 0.0 X 0 0 0 ROBERT HARRINGTON MD DIRECTOR (SEE SCHEDULE O) 2.0 51.0 X 0 985892 59317 CECILIA HERBERT DIRECTOR 2.0 0.0 X 0 0 0 JOEL HYATT DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 PAUL KING DIRECTOR (SEE SCHEDULE O) 2.0 50.0 X 0 0 0 CHARLES KOOB DIRECTOR 2.0 1.0 X 0 0 0 LATA KRISHNAN DIRECTOR 2.0 0.0 X 0 0 0 CHIEN LEE DIRECTOR 2.0 0.0 X 0 0 0 MARK LESLIE DIRECTOR 2.0 50.0 X 0 52936 0 JOHN LEVIN CHAIR 2.0 3.0 X 0 0 0 RANDALL LIVINGSTON DIRECTOR 2.0 53.0 X 0 748481 565364 DENNIS LUND MD DIRECTOR (SEE SCHEDULE O) 2.0 51.0 X 0 1242885 61256 CHIP MCDONALD MD DIRECTOR 2.0 0.0 X 0 0 0 SANJAY MEHROTRA DIRECTOR 2.0 0.0 X 0 0 0 LINDA MEIER DIRECTOR 2.0 0.0 X 0 0 0 LLOYD B MINOR MD DIRECTOR 2.0 53.0 X 0 1883422 368706 MARGARET RAFFIN DIRECTOR 2.0 1.0 X 0 0 0 CHRISTOPHER REDLICH DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 NORMAN RIZK MD DIRECTOR 2.0 51.0 X 0 1144192 41203 MINDY ROGERS DIRECTOR (SEE SCHEDULE O) 2.0 5.0 X 0 0 0 YIPING WOO MD DIRECTOR (SEE SCHEDULE O) 2.0 50.0 X 0 2500473 98911 QUINN MCKENNA COO 50.0 3.0 X 1501697 0 192016 LINDA HOFF CFO 50.0 3.25 X 1165864 0 153795 SHIRLEY WEBER VP-CLINICAL OPERATIONS 50.0 0.0 X 437062 0 50467 ERIC YABLONKA CHIEF INFORMATION OFFICER 50.0 0.0 X 1077590 0 105882 SRIDHAR SESHADRI VP CANCER CENTER & HEART CNTR 50.0 0.0 X 782125 0 43946 DALE BEATTY CNO & VP PATIENT CARE SERVICES 50.0 0.0 X 690893 0 93371 DAVID D JONES VP & CHIEF HR OFFICER 50.0 0.0 X 820250 0 119843 JAMES MARTIN JR VP - CONTROLLER 50.0 0.0 X 782967 0 62978 CATHERINE D KRNA VP - AMBULATORY CARE & GI 50.0 25.0 X 688300 0 104988 JEFFREY DRIVER VP & CHIEF RISK/ADMIN OFFICER 50.0 0.0 X 659257 0 31674 THOMAS KIM VP-CHIEF MARKET DEVELOP. OFF. 50.0 0.25 X 587911 0 63303 DAVID CONNOR FORMER CFO 50.0 0.5 X 536112 0 18074 12570953 10134614 2704437 4760 true true false STANFORD UNIVERSITY 485 BROADWAY ML CODE 8838 PALO ALTO CA 94063 PROF. SERVICES 774003181 CLARKMCCARTHY CONSTRUCTION 1265 BATTERY STREET 3RD FLOOR SAN FRANCISCO CA 94111 CONSTRUCTION COMPANY 197091042 AMN HEALTHCARE INC 12400 HIGH BLUFF DRIVE SAN DIEGO CA 92130 HEALTHCARE STAFFING 45823656 PHILIPS HEALTHCARE 3000 MINUTEMAN ROAD MS0400 ANDOVER MA 01810 HEALTHCARE CONSULT. 24415639 SODEXO INC AFFILIATES 9801 WASHINGTON BLVD GAITHERSBURG MD 20878 FACILITIES MGMT 18030630 369 300755 35488255 526251 35789010 PATIENT REVENUE 900099 4489380697 4489380697 HOUSE STAFF 900099 25589382 25589382 OUTREACH LAB CLINIC 900099 12523531 12523531 CLINIC REVENUE 900099 12414757 12414757 EMPLOYER HEALTH CLINIC 900099 11087572 11087572 29592625 24075454 1374283 4142888 4580588564 53677508 53677508 0 0 0 0 0 74227008 1124697 74227008 -1124697 73102311 73102311 0 0 0 0 0 0 0 0 0 0 4743157393 4575071393 1374283 130922707 79556326 79556326 0 0 0 9147475 1841188 6987097 319190 0 1174058164 1093008923 80845439 203802 104205818 95385497 8797439 22882 462111286 424042192 37901289 167805 98922918 91274329 7633188 15401 2184424 745379 1439045 8237214 0 8237214 2012339 5250 2007089 897277 199545 697732 0 0 79239264 67242015 11686662 310587 12485446 11704710 518778 261958 153232629 119904917 33037413 290299 41307956 24882947 15820272 604737 0 116152198 109907270 6174582 70346 5730467 3999715 1662496 68256 0 1829598 1262573 545440 21585 42289567 42286488 3079 0 166405617 151603936 14717927 83754 24106491 21445783 2660708 OTHER PURCHASED SERVICES 977708245 916281052 50603712 10823481 SUPPLIES 625714461 614522022 11162690 29749 HOSPITAL FEE PROGRAM 31374272 31374272 0 0 LICENSE AND TAXES 9607403 7242712 2364691 0 57568482 51377110 5586319 605053 4286085337 3961096151 311090301 13898885 20752620 900 553297017 465140037 0 0 627756183 695209257 6000000 7453000 0 0 0 0 51471063 62509437 40872715 64755634 5210157179 1728138456 3062129852 3482018723 0 0 1788891318 2008269371 239518327 236276500 0 0 555725219 529052336 6946414314 7550685195 570437395 766158908 0 0 0 0 1457961171 1438594226 0 0 0 0 0 0 0 0 1055451341 1242777991 3083849907 3447531125 X 3205893076 3426358921 648438815 667364372 8232516 9430777 3862564407 4103154070 6946414314 7550685195 X 457072056 20148529 -236630922 X false true X true false X 52627380 20436017 28574427 44851782 35789010 182278616 0 0 52627380 20436017 28574427 44851782 35789010 182278616 1408705 180869911 116813575 72355460 88221042 41050785 53677508 372118370 172262 0 0 0 0 172262 0 554569248 19764379564 0.32615 0.36309 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true 30362 false true 635726 true 336125 true 52184 true 261551 1315948 false LOBBYING ACTIVITIES INCLUDE: - SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS; AND - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY19, SHC PAID DUES OF APPROXIMATELY $1,194,995 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $766,777. STANFORD HEALTH CARE WAS ACTIVE IN THE CAMPAIGN TO OPPOSE MEASURE F ON THE NOVEMBER 2018 PALO ALTO BALLOT. MEASURE F PURPORTED TO CONTROL AND REDUCE HEALTH CARE COSTS BUT WOULD HAVE FORCED HEALTH CARE PROVIDERS SUCH AS STANFORD HEALTH CARE TO CLOSE CERTAIN OPERATIONS AND CUTBACK SERVICES. STANFORD HEALTH CARE EDUCATED AND LOBBIED HEALTH CARE PROVIDERS, COMMUNITY LEADERS, ELECTED OFFICIALS, TRADE ASSOCIATIONS, PALO ALTO RESIDENTS, AND OTHERS TO JOIN THE COALITION TO OPPOSE MEASURE F. ACTIVITIES INCLUDED SPEAKING TO REGISTERED VOTERS, SPEAKING TO COMMUNITY GROUPS, SPEAKING TO ELECTED OFFICIALS, AND PROVIDING INPUT ON CAMPAIGN MATERIALS. X false 22215001 1198000 1301214 361657 24352558 20710182 88889 1797203 381273 22215001 18616809 250000 2207201 363828 20710182 18359232 200000 470094 412517 18616809 17984715 1725 791299 418507 18359232 0.00000 0.38730 0.61270 false true true 20517753 20517753 1349426734 607370250 742056484 228120379 120463041 107657338 1184854297 993589951 191264346 2427238016 6715214 2420522802 3482018723 MANAGED POOL 1430914460 F OTHER INVESTMENTS 577354911 F 2008269371 SHORT TERM PORTFOLIO 399639070 OTHER ASSETS 94248670 PLEDGES RECEIVABLE 35153649 ASSETS HELD BY TRUSTEE 10947 529052336 0 OTHER LIABILITIES 957853945 SELF-INSURED RESERVES 134814898 DUE TO RELATED PARTIES 103142763 THIRD PARTY PAYOR LIABILITIES 29918385 PENSION LIABILITY 17048000 1242777991 X PART III, LINE 4 SHC MAINTAINS A COLLECTION OF DONATED ART FOR PUBLIC EXHIBITION AT HOSPITAL FACILITIES. PART V, LINE 4 STANFORD HEALTH CARE'S (SHC) ENDOWMENT CONSISTS OF 22 INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS FUND TO SUPPORT MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER CLINICAL SERVICES AND FUND TO SUPPORT MEDICAL DIRECTORSHIP OF DISASTER PREPAREDNESS. SHC ALSO HAS FUNDS TO SUPPORT MUSIC PROGRAMS, EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, CLINICAL PASTORAL EDUCATION PROGRAM IN SPIRITUAL CARE, PATIENT CARE, INDIGENT CARE, HEALTH LIBRARY TECHNOLOGY AND NURSING STAFF THAT CARE FOR CANCER PATIENTS TO ENHANCE THE EXPERIENCE & WELLBEING OF CANCER PATIENTS. PART X, LINE 2 FIN 48 SHC HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. East Asia and the Pacific Program Services PROMOTION OF HEALTH 191937 Middle East and North Africa Program Services PROMOTION OF HEALTH 4869 196806 196806 false false true false false true SCHEDULE F, PART I, LINE 3 THE AMOUNTS LISTED IN COLUMN F ARE THE EXPENSES FOR STANFORD MEDICINE INTERNATIONAL (HONG KONG) CO., LIMITED AND STANFORD INTERNATIONAL MEDICAL SERVICES RAK FZE. THE AMOUNT CONSISTS OF THE RESPECTIVE REGION'S ANNUAL HEALTHCARE SYMPOSIUM VENUE RENTAL FEE, HONG KONG TAX PREPARATION FEE, TRAVEL EXPENSE, AND MATERIAL SHIPPING FEE. true true true X 400. true X true true true false true true 1 19603958 410320 19193638 0.00450 1 548599017 295193753 253405264 0.05910 2 568202975 295604073 272598902 0.06360 16 69734 5828798 47454 5781344 0.00130 16 222 138646619 21601694 117044925 0.02730 1 409 6458832 5354890 1103942 0.00030 1 1405639 0 1405639 0.00030 28 34402 84224076 215659 84008417 0.01960 62 104767 236563964 27219697 209344267 0.04880 64 104767 804766939 322823770 481943169 0.11240 1 3194 3194 0.00000 1 3754 3754 0.00000 1 3059 3059 0.00000 1 30 280915 280915 0.00010 4 30 290922 290922 0.00010 true 46587312 952721717 1683866645 -731144928 X true true 1 1 STANFORD HEALTH CARE 300 PASTEUR DRIVE STANFORD CA 94305 HTTP://STANFORDHEALTHCARE.ORG 070000662 X X X X STANFORD HEALTH CARE 1 false false true X X X X X X X X X 18 true true true true X SEE SECTION C X true 16 true SEE SECTION C false true X 400. 400. X true true X X X true X HTTP://STANFORDHEALTHCARE.ORG X SAME AS ABOVE X SAME AS ABOVE X X X X X X true X false X X X true X false false PART V, SECTION B, LINE 5 THE CHNA ASSESSED COMMUNITY HEALTH NEEDS BY GATHERING INPUT FROM PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY. THESE PERSONS INCLUDED LOCAL PUBLIC HEALTH DEPARTMENTS, THOSE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME INDIVIDUALS, MINORITY POPULATIONS, AND PROFESSIONALS WHOSE ORGANIZATIONS SERVE OR REPRESENT THE INTERESTS OF THOSE POPULATIONS. INPUT WAS GATHERED THROUGH KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND ONLINE SURVEY (SANTA CLARA COUNTY ONLY). IN ADDITION TO THIS PRIMARY QUALITATIVE INPUT, QUANTITATIVE DATA WAS ANALYZED TO IDENTIFY POOR HEALTH OUTCOMES, HEALTH DISPARITIES, AND HEALTH TRENDS. THIS DATA AND INPUT GATHERING OCCURRED OVER SEVEN MONTHS IN 2018. NAMES OF COMMUNITY ORGANIZATIONS PROVIDING INPUT & POPULATION REPRESENTED (SANTA CLARA COUNTY) - SANTA CLARA COUNTY PUBLIC HEALTH DEPT SANTA CLARA COUNTY RESIDENTS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITIES - SANTA CLARA COUNTY DENTAL SOCIETY MEDICALLY UNDERSERVED - PROJECT CORNERSTONE MEDICALLY UNDERSERVED - COMMUNITY SOLUTIONS MEDICALLY UNDERSERVED - SECOND HARVEST FOOD BANK OF SILICON VALLEY LOW INCOME - SOMOS MAYFAIR MINORITY, LOW INCOME - PRIVATE PRACTICE PHYSICIAN, PETER R. COELHO, MD LOW INCOME - COMMUNITY HEALTH PARTNERSHIP LOW INCOME - NORTHEAST MEDICAL SERVICES LOW INCOME - ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT LOW INCOME, MINORITY - INDIAN HEALTH CENTER LOW INCOME - SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY LOW INCOME - PLANNED PARENTHOOD MAR MONTE LOW INCOME - GARDNER FAMILY HEALTH LOW INCOME - RAVENSWOOD FAMILY HEALTH CENTER LOW INCOME - VALLEY HOMELESS CLINIC LOW INCOME - MEDICAL RESPITE PROGRAM LOW INCOME - HOMELESS RESPONSE TEAM LOW INCOME - HOME FIRST LOW INCOME - SANTA CLARA COUNTY BEHAVIORAL HEALTH MEDICALLY UNDERSERVED - CAMINAR/FAMILY AND CHILDREN SERVICES MEDICALLY UNDERSERVED - PATHWAYS SOCIETY MEDICALLY UNDERSERVED - MISSION STREET SOBERING CENTER MEDICALLY UNDERSERVED - PRIVATE PRACTICE LMFT MEDICALLY UNDERSERVED - EL CAMINO HOSPITAL LOW INCOME, MEDICALLY UNDERSERVED - STANFORD HEALTH CARE LOW INCOME - THE HEALTH TRUST LOW INCOME - COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW AND LOS ALTOS LOW INCOME - STANFORD UNIVERSITY LOW INCOME - SANTA CLARA COUNTY SOCIAL SERVICES AGENCY LOW INCOME - FIRST 5 MINORITY - SANTA CLARA COUNTY VIOLENCE PREVENTION MINORITY - FOOTHILL COMMUNITY HEALTH CENTER MINORITY - CITY OF SAN JOSE, MAYORS GANG PREVENTION TASKFORCE MINORITY - CITY OF SAN JOSE, PARKS AND RECREATION MINORITY - HEALTHIER KIDS FOUNDATION MEDICALLY UNDERSERVED - ALMADEN VALLEY COUNSELING MEDICALLY UNDERSERVED - CITY OF SUNNYVALE MEDICALLY UNDERSERVED - CHILDRENS HEALTH ADVISORY COUNCIL MEDICALLY UNDERSERVED - MOUNTAIN VIEW/LOS ALTOS SCHOOL DISTRICT MEDICALLY UNDERSERVED - POSSO CLIENTS/SANTA CLARA COUNTY LOW INCOME SENIOR RESIDENTS MEDICALLY UNDERSERVED, LOW INCOME, MINORITY - AVENIDAS CLIENTS/SANTA CLARA COUNTY MID-INCOME SENIOR RESIDENTS MEDICALLY UNDERSERVED, LOW INCOME NAMES OF COMMUNITY ORGANIZATIONS PROVIDING INPUT & POPULATION REPRESENTED (SAN MATEO COUNTY) - SAN MATEO COUNTY PUBLIC HEALTH DEPARTMENT SAN MATEO COUNTY RESIDENTS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITIES - SAN MATEO COUNTY HEALTH SYSTEM MEDICALLY UNDERSERVED, LOW INCOME, MINORITIES - SECOND HARVEST FOOD BANK OF SILICON VALLEY LOW INCOME - BOYS AND GIRLS CLUB OF THE COASTSIDE LOW INCOME, MINORITY - MID-PENINSULA BOYS AND GIRLS CLUB LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - ADOLESCENT COUNSELING SERVICES MEDICALLY UNDERSERVED - SAN MATEO COUNTY ORAL HEALTH COALITION MEDICALLY UNDERSERVED - SEQUOIA UNION HIGH SCHOOL DISTRICT MEDICALLY UNDERSERVED - AFRICAN AMERICAN COMMUNITY HEALTH ADVISORY COMMITTEE MEDICALLY UNDERSERVED, MINORITY - HEALTH PLAN OF SAN MATEO MEDICALLY UNDERSERVED - PUENTE DE LA COSTA SUR LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - FIRST 5 LOW INCOME - DALY CITY YOUTH HEALTH CENTER MEDICALLY UNDERSERVED - MIDPEN HOUSING LOW INCOME - STANFORD UNIVERSITY MEDICALLY UNDERSERVED - NORTH EAST MEDICAL SERVICES MEDICALLY UNDERSERVED - SAN MATEO COUNTY OFFICE OF EDUCATION MEDICALLY UNDERSERVED - ABODE SERVICES LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY HUMAN SERVICES AGENCY LOW INCOME, MEDICALLY UNDERSERVED - LIFEMOVES LOW INCOME, MEDICALLY UNDERSERVED - SAMARITAN HOUSE LOW INCOME, MEDICALLY UNDERSERVED - COASTSIDE HOPE LOW INCOME, MEDICALLY UNDERSERVED - EL CONCILIO OF SAN MATEO COUNTY LOW INCOME, MEDICALLY UNDERSERVED - WEHOPE LOW INCOME, MEDICALLY UNDERSERVED - DALY CITY PARTNERSHIP LOW INCOME, MEDICALLY UNDERSERVED - STARVISTA LOW INCOME, MEDICALLY UNDERSERVED - HOME AND HOPE LOW INCOME, MEDICALLY UNDERSERVED - FAIR OAKS COMMUNITY CENTER LOW INCOME, MEDICALLY UNDERSERVED - RAPE TRAUMA SERVICES LOW INCOME, MEDICALLY UNDERSERVED - SAN BRUNO POLICE DEPARTMENT LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY DISTRICT ATTORNEYS OFFICE LOW INCOME, MEDICALLY UNDERSERVED - CHILDREN & FAMILY SERVICES LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY OFFICE OF EDUCATION LOW INCOME, MEDICALLY UNDERSERVED - CITY OF CARLOS PARKS AND RECREATION LOW INCOME - MEALS ON WHEELS LOW INCOME - HICAP OF SAN MATEO COUNTY LOW INCOME - MISSION HOSPICE LOW INCOME - BELMONT LIBRARY LOW INCOME - LESLEY SENIOR COMMUNITIES LOW INCOME - SYNGERY HOMECARE LOW INCOME - PENINSULA FAMILY SERVICES LOW INCOME - HIP HOUSING LOW INCOME - SENIOR ASSIST OF THE PENINSULA LOW INCOME - SEQUOIA HOSPITAL LOW INCOME - THE VILLAGES OF SAN MATEO COUNTY CLIENTS/SAN MATEO COUNTY LOW INCOME SENIOR RESIDENTS LOW INCOME - PENINSULA FAMILY SERVICES AGENCY CLIENTS/SAN MATEO COUNTY SPANISH-SPEAKING SENIOR RESIDENTS LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - NORTH FAIR OAKS SENIOR CENTER CLIENTS/ SAN MATEO COUNTY SPANISH-SPEAKING SENIOR RESIDENTS LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - PRIDE CENTER CLIENTS/SAN MATEO COUNTY LGBTQI RESIDENTS MEDICALLY UNDERSERVED, MINORITY - CANADA COLLEGE STUDENTS/SAN MATEO COUNTY YOUNG ADULT RESIDENTS LOW INCOME - PENINSULA CONFLICT RESOLUTION CENTER CLIENTS/SAN MATEO COUNTY PACIFIC ISLANDER RESIDENTS - MINORITY PART V, SECTION B, LINE 6A THE CHNA WAS CONDUCTED BY TWO COMMUNITY-BASED COLLABORATIVE GROUPS FOR IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THE HEALTHY COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY AND THE SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS, AND OTHER COMMUNITY ORGANIZATIONS. THE OTHER HOSPITAL FACILITIES PARTICIPATING IN EACH COLLABORATIVE ARE LISTED BELOW: SANTA CLARA COUNTY: - EL CAMINO HOSPITAL - KAISER PERMANENTE (SAN JOSE AND SANTA CLARA KAISER FOUNDATION HOSPITALS) - LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD - STANFORD HEALTH CARE - VERITY HEALTH SYSTEM (O'CONNOR HOSPITAL AND ST. LOUISE REGIONAL HOSPITAL) SAN MATEO COUNTY: - DIGNITY HEALTH SEQUOIA HOSPITAL - KAISER PERMANENTE (REDWOOD CITY AND SOUTH SAN FRANCISCO KAISER FOUNDATION HOSPITALS) - LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD - STANFORD HEALTH CARE - SUTTER HEALTH (MILLS-PENINSULA MEDICAL CENTER AND MENLO PARK SURGICAL HOSPITAL) - VERITY HEALTH SYSTEM (SETON MEDICAL CENTER) PART V, SECTION B, LINE 6B THE CHNA WAS CONDUCTED BY TWO COMMUNITY-BASED COLLABORATIVE GROUPS FOR IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THE HEALTH COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY AND THE SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS, AND OTHER COMMUNITY ORGANIZATIONS. THE OTHER NON-HOSPITAL ORGANIZATIONS PARTICIPATING IN EACH COLLABORATIVE ARE LISTED BELOW: SANTA CLARA COUNTY: - HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA - SUTTER HEALTH (PALO ALTO MEDICAL FOUNDATION) - SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT SAN MATEO COUNTY: - COUNTY OF SAN MATEO HUMAN SERVICES AGENCY - HOSPITAL CONSORTIUM OF SAN MATEO COUNTY - PENINSULA HEALTH CARE DISTRICT - SAN MATEO COUNTY HEALTH SYSTEM - VERITY HEALTH SYSTEM (SETON COASTSIDE) PART V, SECTION B, LINES 7A AND 10A HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. PART V, SECTION B, LINE 11 THE 2019 CHNA IDENTIFIED 6 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA OF SANTA CLARA AND SAN MATEO COUNTIES. STANFORD HEALTH CARE PRIORITIZED ALL 6 HEALTH NEEDS TO ADDRESS; HEALTH CARE ACCESS AND CARE DELIVERY, BEHAVIORAL HEALTH, DIABETES/OBESITY, ORAL HEALTH, HOUSING AND HOMELESSNESS, AND ECONOMIC STABILITY. THE HEALTH NEEDS WERE PRIORITIZED BY APPLYING THE FOLLOWING CRITERIA: - CLEAR DISPARITIES OR INEQUITIES: RECOGNIZABLE DIFFERENCES EXIST IN HEALTH OUTCOMES AMONG SUBGROUPS OF PEOPLE (BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER, OR OTHER FACTORS). - COMMUNITY PRIORITY: THE HIGH FREQUENCY WITH WHICH THE COMMUNITY PRIORITIZED THE ISSUE OVER OTHERS IT EXPRESSED CONCERN ABOUT DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. - MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMS (FOR EXAMPLE, IF OBESITY RATES DECLINE, HEART ATTACK RATES MAY TOO.) - OPPORTUNITY TO LEVERAGE COLLABORATIVES FOR IMPACT: THERE'S AN OPPORTUNITY TO COLLABORATE WITH EXISTING PARTNERS WORKING TO ADDRESS THE NEED, OR TO BUILD ON CURRENT PROGRAMS, EMERGING OPPORTUNITIES, OR OTHER COMMUNITY ASSETS. USING THE CRITERIA, CONSENSUS WAS REACHED, AND THE 6 HEALTH NEEDS ARE LISTED IN PRIORITY ORDER: - HOUSING AND HOMELESSNESS - BEHAVIORAL HEALTH - HEALTH CARE ACCESS AND CARE DELIVERY - DIABETES AND OBESITY - ECONOMIC STABILITY - ORAL/DENTAL HEALTH THE 2016 CHNA IDENTIFIED 21 SIGNIFICANT HEALTH NEEDS IN SAN MATEO AND SANTA CLARA COUNTIES. OF THE 21 HEALTH NEEDS, SHC SELECTED FIVE HEALTH NEEDS TO ADDRESS; BEHAVIORAL HEALTH, CANCER, COMMUNICABLE DISEASES, DIABETES AND OBESITY, AND HEALTHCARE ACCESS AND DELIVERY. THESE FIVE HEALTH NEEDS WERE SELECTED BY APPLYING THE FOLLOWING CRITERIA: CRITERION 1: CUTS ACROSS BOTH SAN MATEO AND SANTA CLARA COUNTIES (IMPACTS SHC'S COMMUNITY) CRITERION 2: IDENTIFIED AS A PRIORITY HEALTH NEED BY COMMUNITY INPUT CRITERION 3: SHC HAS THE REQUIRED EXPERTISE AND RESOURCES TO MAKE AN IMPACT CRITERION 4: MAGNITUDE/SCALE - AFFECTS A LARGE NUMBER OF INDIVIDUALS CRITERION 5: ALTHOUGH NOT A NEED IN THE GENERAL POPULATION, DISPARITIES OR INEQUITIES EXIST *EACH OF SHC'S FIVE PRIORITIZED HEALTH NEEDS MET ALL FIVE PRIORITIZATION CRITERIA: SHC'S 2017-2019 IMPLEMENTATION STRATEGY PROVIDES DETAILED INFORMATION ABOUT SHC'S STRATEGIES FOR ADDRESSING THE 5 PRIORITIZED HEALTH NEEDS AND CAN BE FOUND HERE: HTTPS://STANFORDHEALTHCARE.ORG/CONTENT/DAM/SHC/ABOUT-US/PUBLIC-SERVICES-AN D-COMMUNITY-PARTNERSHIPS/DOCS/SHC-FY17-19-IS-FINAL-WITH-COVER.PDF PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. THE REMAINING 16 HEALTH NEEDS NOT PRIORITIZED FOR SHC DID NOT MEET ONE OR MORE PRIORITIZATION CRITERIA. - HOUSING - DID NOT MEET CRITERION 3 - ORAL & DENTAL HEALTH - DID NOT MEET CRITERION 3 - VIOLENCE & ABUSE: DID NOT MEET CRITERION 3 & 4 - ALZHEIMER'S DISEASE AND DEMENTIA - DID NOT MEET CRITERION 2 & 5 - BIRTH OUTCOMES - DID NOT MEET CRITERION 2 & 3 - CEREBROVASCULAR DISEASES - DID NOT MEET CRITERION 2 - ECONOMIC STABILITY - DID NOT MEET CRITERION 2 & 3 - RESPIRATORY CONDITIONS - DID NOT MEET CRITERION 2 - SEXUAL HEALTH - DID NOT MEET CRITERION 2, 3, & 4 - DIET/FITNESS/NUTRITION - DID NOT MEET CRITERION 1, 3, 4, & 5 - LEARNING DISABILITIES - DID NOT MEET CRITERION 1, 3, 4, & 5 - TOBACCO USE - DID NOT MEET CRITERION 1, 3, 4, & 5 - TRANSPORTATION AND TRAFFIC - DID NOT MEET CRITERION 1, 3, 4, & 5 - ARTHRITIS - DID NOT MEET CRITERION 1 - 5 - CLIMATE CHANGE - DID NOT MEET CRITERION 1 - 5 - UNINTENTIONAL INJURIES - DID NOT MEET CRITERION 1, 2, 4, & 5 PART V, SECTION B, LINE 16A-C URL AT WHICH THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/FOR-PATIENTS-VISITORS/FINANCIAL-ASSISTANCE. HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. PART V, SECTION B, LINE 20A SHC WILL PURSUE PAYMENT FOR DEBTS OWED FOR HEALTH CARE SERVICES PROVIDED BY SHC. ALL PATIENT ACCOUNT BALANCES THAT MEET SHC CRITERIA FOR ASSIGNMENT TO BAD DEBT ACCORDING TO SHC POLICY AND PROCEDURES ARE ELIGIBLE FOR PLACEMENT WITH A COLLECTION AGENCY. HOWEVER, SHC DOES NOT CURRENTLY ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA). PER SHC POLICY, ECA IS DEFINED TO INCLUDE PLACING LIENS ON INDIVIDUAL PROPERTY, FORECLOSING ON REAL PROPERTY, ATTACHING OR SEIZING AN INDIVIDUALS BANK ACCOUNT OR OTHER PERSONAL PROPERTY, COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL, CAUSING AN INDIVIDUALS ARREST, GARNISHING WAGES, REPORTING ADVERSE INFORMATION TO A CREDIT AGENCY, DEFERRING OR DENYING MEDICALLY NECESSARY CARE, REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF OUTSTANDING BILLS, AND SALE OF DEBT TO A THIRD PARTY. 5 STANFORD EMPLOYER HEALTH CLINIC AT CISCO 3571 N 1ST STREET SAN JOSE CA 95134 STANFORD EMPL HEALTH CLINIC AT CISCO STANFORD EMP HEALTH CLINIC AT QUALCOMM 5535 MOREHOUSE DRIVE SAN DIEGO CA 92121 STANFORD EMP HEALTH CLINIC AT QUALCOMM STANFORD EMP HEALTH CLINIC AT QUALCOMM 10155 PACIFIC CENTER DRIVE SAN DIEGO CA 92121 STANFORD EMP HEALTH CLINIC AT QUALCOMM STANFORD EMP HEALTH CLINIC AT YAHOOOATH 701 FIRST AVENUE BUILDING B SUNNYVALE CA 94089 STANFORD EMP HEALTH CLINIC AT YAHOO/OATH STANFORD EMP HEALTH CLINIC AT QUALCOMM 1650 TECHNOLOGY DRIVE SAN JOSE CA 95110 STANFORD EMP HEALTH CLINIC AT QUALCOMM PART I, LINE 6A YES, STANFORD HEALTH CARE PREPARED A COMMUNITY BENEFIT REPORT DURING THE 2018 TAX YEAR. PART I, LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS TOTALED $5,781,344 IN FY19. PART I, LINE 7F HEALTH PROFESSIONS EDUCATION CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $117,044,925 IN FY19. THE HEALTH PROFESSIONS EDUCATION PROGRAM CONSISTS OF FIVE PROGRAMS: - MEDICAL STUDENT, RESIDENT, AND FELLOW TRAINING: STUDENT TRAINING PROGRAMS INCLUDED ALL PRIMARY AND SPECIALTY PROGRAMS. - NURSE STUDENT TRAINING - ALLIED HEALTH PROFESSIONS TRAINING, INCLUDING: - CLINICAL LABORATORY - CLINICAL NUTRITION - NUCLEAR MEDICINE - PARAMEDIC/EMERGENCY MEDICAL TECHNICIAN (EMT) - PHARMACY - PSYCHOLOGY - RADIOLOGY - REHABILITATION SERVICES - RESPIRATORY CARE SERVICES - OTHER HEALTH PROFESSIONS EDUCATION, INCLUDING - CONTINUING EDUCATION FOR SOCIAL WORK PROFESSIONALS AND SENIOR CARE PROVIDERS. - CLINICAL PASTORAL EDUCATION: STUDENTS, FROM A RANGE OF RELIGIOUS TRADITIONS, ENROLL IN THIS PROGRAM TO PREPARE FOR A CAREER IN CHAPLAINCY OR RECEIVE CONTINUING EDUCATION IN PASTORAL/SPIRITUAL CARE. UPON COMPLETION OF THIS YEAR-LONG PROGRAM, STUDENTS USE THEIR TRAINING AS CLERGY TO PROVIDE EFFECTIVE SPIRITUAL CARE TO INDIVIDUALS AND FAMILIES FACING HEALTH CHALLENGES, INCLUDING DEATH, DYING, AND BEREAVEMENT. PART I, LINE 7G SUBSIDIZED HEALTH SERVICES CONTRIBUTIONS TOTALED $1,103,942 IN FY19. STANFORD HEALTH CARE SUBSIDIZED HEALTH SERVICES INCLUDES THE STANFORD LIFE FLIGHT PROGRAM. HELICOPTER TRANSPORT OF CRITICALLY ILL AND INJURED ADULT, PEDIATRIC, AND NEONATAL PATIENTS TO DEFINITIVE CARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. PART I, LINE 7H RESEARCH CONTRIBUTIONS TOTALED $1,405,639 IN FY19. STANFORD HEALTH CARE'S OFFICE OF RESEARCH IS STAFFED BY RESEARCH SCIENTISTS AND COORDINATORS, CONDUCTS RESEARCH STUDENTS AND CLINICAL TRIALS TO IMPROVE CARE DELIVERY AND HEALTH OUTCOMES ACROSS THE HEALTH CARE FIELD. RESEARCH INITIATIVES INCLUDED: - REFINING STROKE DIAGNOSIS AND TREATMENT PROTOCOLS FOR EMERGENCY MANAGEMENT PERSONNEL AND STREAMLINING STROKE TREATMENT REFERRALS. - HEALTHCARE CON: AN INTERDISCIPLINARY CONFERENCE DEVELOPED TO DISSEMINATE THE LATEST IN RESEARCH, INNOVATION, QUALITY AND EVIDENCE-BASED HEALTHCARE IMPROVEMENT PROJECTS. PART I, LINE 7I CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $84,008,417 IN FY19. PART II, LINE 1 PHYSICAL IMPROVEMENTS AND HOUSING: SHC SPONSORED THE 2019 REBUILDING TOGETHER PENINSULA DAY, WHICH SUPPORTED VOLUNTEER EFFORTS TO PROVIDE HOUSING IMPROVEMENTS TO A LOW-INCOME FAMILY. HOUSING IMPROVEMENTS, INCLUDING PAINTING THE HOUSE, LANDSCAPING, ROOF REPAIRS, AND INSTALLATION OF WINDOW SECURITY BARS. PART II, LINE 2 ECONOMIC DEVELOPMENT: SHC PARTICIPATES IN LOCAL ECONOMIC DEVELOPMENT ACTIVITIES THROUGH THE REDWOOD CITY CHAMBER OF COMMERCE. THESE ACTIVITIES ARE FOCUSED ON UNDERSERVED RESIDENTS AND/OR IMPROVING THE SOCIAL DETERMINANTS OF HEALTH ACROSS REDWOOD CITY. PART II, LINE 3 COMMUNITY SUPPORT: SHC'S OFFICE OF EMERGENCY MANAGEMENT (OEM) PLAYS A KEY ROLE IN DISASTER PLANNING FOR THE COMMUNITY. THROUGH OEM, SHC COLLABORATES WITH LOCAL MUNICIPALITIES, COUNTY GOVERNMENT, AND OTHER HOSPITALS TO COORDINATE PLANNING, MITIGATION, REPOSE, AND RECOVERY ACTIVITIES FOR EVENTS THAT COULD ADVERSELY IMPACT THE COMMUNITY. THE GOAL OF THESE ACTIVITIES IS TO MINIMIZE THE IMPACT ON LIFE, PROPERTY, AND THE ENVIRONMENT FROM CATASTROPHIC EVENTS SUCH AS PANDEMIC FLU, EARTHQUAKES, AND OTHER DISASTERS. OEM WORKS WITH EMERGENCY MEDICAL SERVICES IN BOTH SAN MATEO AND SANTA CLARA COUNTIES ON JOINT DISASTER EXERCISES, DISASTER PLANNING AND MITIGATION, AND BEST PRACTICES. OEM PROVIDES A CRITICAL SERVICE FOR SAN MATEO AND SANTA CLARA COUNTIES' EMS AND OTHER AGENCIES, AS WELL AS THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND OTHER HOSPITALS BY MAINTAINING CACHES OF EMERGENCY MEDICAL EQUIPMENT AND SUPPLIES FOR READY ACCESS AND DEPLOYMENT IN THE CASE OF DISASTER OR EMERGENCIES. OEM PROVIDES REGULAR INVENTORY REVIEW AND 24/7 SECURITY TO ENSURE THAT THESE EMS SUPPLIES ARE ALWAYS SERVICE-READY. PART II, LINE 8 WORKFORCE DEVELOPMENT: STANFORD MEDICINE YOUTH SCIENCE PROGRAM IS A FIVE-WEEK SCIENCE AND MEDICINE-BASED ENRICHMENT PROGRAM THAT TAKE PLACE ANNUALLY AND IS OPEN TO LOW-INCOME, ETHNICALLY DIVERSE HIGH SCHOOL SOPHOMORES AND JUNIORS. THE GOALS OF THE PROGRAM ARE TO PROMOTE THE REPRESENTATION OF ETHNIC MINORITY AND LOW-INCOME GROUPS IN THE HEALTH PROFESSIONS. SHC STAFF MENTOR STUDENTS IN A VARIETY OF DEPARTMENTS, INCLUDING ORTHOPEDICS, PHARMACY, LIFE FLIGHT, PHYSICAL THERAPY, EMERGENCY. PART III, LINE 2 & 4 THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS ARE DISCOUNTS BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICY, AND HISTORICAL COLLECTION EXPERIENCE. THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLES INVOLVED HISTORICAL COLLECTION EXPERIENCE, CHANGES IN CONTRACTS WITH PAYORS, AND SIGNIFICANT ASSUMPTIONS AND JUDGEMENT. THE ACCOUNT BALANCES ARE WRITTEN OFF AS AN IMPLICIT PRICING CONCESSION WHEN MANAGEMENT BELIEVES IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. PART III, LINE 8 SHC HAS BEEN UTILIZING A COST ACCOUNTING (EPSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS, INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2018. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT IS IN IMPROVING ACCESS TO NEEDED HEALTHCARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. BENEFITS AND THE SERVICES ARE NOT ONLY PROVIDED TO THE POOR BUT TO THOSE WHO NEED SPECIAL SERVICES AND SUPPORT, WHICH INCLUDES MEDICARE BENEFICIARIES. THUS, TOTAL COMMUNITY BENEFIT EXPENSE INCLUDES UNCOMPENSATED COSTS OF PUBLIC PROGRAM FOR TREATING MEDICARE BENEFICIARIES IN EXCESS OF GOVERNMENT PAYMENTS. PART III, LINE 9B IT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC WILL SUSPEND ANY AND ALL COLLECTION ACTIONS IF A COMPLETED FINANCIAL ASSISTANCE APPLICATION, INCLUDING ALL REQUISITE SUPPORTING DOCUMENTATION, IS RECEIVED. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES. PART VI, LINE 2 NEEDS ASSESSMENT LOCAL COLLABORATIVES WERE FORMED IN SAN MATEO AND SANTA CLARA COUNTIES FOR IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THESE COLLABORATIVES ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS AND OTHER COMMUNITY ORGANIZATIONS. BETWEEN 2018 AND 2019, SHC WORKED TOGETHER WITH THESE COLLABORATIVES TO CONDUCT AN EXTENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), WHICH MEETS ALL REQUIREMENTS OF THE CALIFORNIA STATE SENATE BILL 697 AS WELL AS IRS REQUIREMENTS FOR COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGIES PURSUANT TO THE 2010 AFFORDABLE CARE ACT (SECTION 1.501(R)(3)). THROUGH THIS PROCESS, THE COLLABORATIVES COMPILED STATISTICAL DATA AND PROVIDED COMPARISONS AGAINST HEALTHY PEOPLE 2020 BENCHMARKS. WHERE HEALTHY PEOPLE 2020 BENCHMARKS WERE NOT AVAILABLE, STATEWIDE AVERAGES AND RATES WERE USED AS BENCHMARKS. THE COLLABORATIVES CONDUCTED PRIMARY RESEARCH USING THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT: INTERVIEWS WITH HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND STAKEHOLDERS, AND RESIDENT FOCUS GROUPS. TO PROVIDE A VOICE TO THE COMMUNITY, AND IN ALIGNMENT WITH THE IRS REGULATIONS, THE FOCUS GROUPS TARGETED RESIDENTS WHO ARE MEDICALLY UNDERSERVED, IN POVERTY, AND OF MINORITY POPULATIONS. IN SANTA CLARA COUNTY, THE COLLABORATIVE GATHERED FURTHER COMMUNITY INPUT THROUGH AN ONLINE SURVEY. THE SURVEY ASKED PARTICIPANTS TO RANK A LIST OF HEALTH NEEDS IN SANTA CLARA COUNTY AND INVITED THEM TO ADD OTHER NEEDS TO THE LIST. SURVEY PARTICIPANTS ALSO CONTRIBUTED INFORMATION ABOUT THE CURRENT ASSETS AND RESOURCES AVAILABLE TO MEET HEALTH NEEDS. THIS DATA COLLECTION WAS SYNTHESIZED AND PRODUCED A LIST OF 6 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA OF SANTA CLARA AND SAN MATEO COUNTIES. THE STANFORD HEALTH CARE COMMUNITY PARTNERSHIP PROGRAM STEERING COMMITTEE PRIORITIZED THE LIST OF SIGNIFICANT HEALTH NEEDS BY APPLYING THE FOLLOWING CRITERIA: - CLEAR DISPARITIES OR INEQUITIES: RECOGNIZABLE DIFFERENCES EXIST IN HEALTH OUTCOMES AMONG SUBGROUPS OF PEOPLE (BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER, OR OTHER FACTORS). - COMMUNITY PRIORITY: THE HIGH FREQUENCY WITH WHICH THE COMMUNITY PRIORITIZED THE ISSUE OVER OTHERS IT EXPRESSED CONCERN ABOUT DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. - MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMS (FOR EXAMPLE, IF OBESITY RATES DECLINE, HEART ATTACK RATES MAY TOO.) - OPPORTUNITY TO LEVERAGE COLLABORATIVES FOR IMPACT: THERE'S AN OPPORTUNITY TO COLLABORATE WITH EXISTING PARTNERS WORKING TO ADDRESS THE NEED, OR TO BUILD ON CURRENT PROGRAMS, EMERGING OPPORTUNITIES, OR OTHER COMMUNITY ASSETS. FIVE OF THE 21 SIGNIFICANT HEALTH NEEDS ACROSS SANTA CLARA AND SAN MATEO COUNTIES MET ALL FIVE PRIORITIZATION CRITERIA. THESE FIVE HEALTH NEEDS ARE: ACCESS & DELIVERY OF CARE, BEHAVIORAL HEALTH, CANCER, COMMUNICABLE DISEASES, AND OBESITY & DIABETES. STRATEGIES TO ADDRESS THESE FIVE HEALTH NEEDS WERE INCLUDED IN THE 2017-2019 SHC IMPLEMENTATION STRATEGY, WHICH CAN BE FOUND HERE: HTTPS://STANFORDHEALTHCARE.ORG/CONTENT/DAM/SHC/ABOUT-US/PUBLIC-SERVICES-AN D-COMMUNITY-PARTNERSHIPS/DOCS/SHC-FY17-19-IS-FINAL-WITH-COVER.PDF PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SHC PROVIDES DEDICATED RESOURCES TO PATIENTS THAT APPLY FOR CHARITY CARE AND PROACTIVELY CONDUCTS OUTREACH TO PATIENTS TO INFORM THEM OF THE PROGRAM'S AVAILABILITY AND THEIR POTENTIAL ELIGIBILITY FOR ASSISTANCE. BROCHURES AND SIGNAGE ARE CONSPICUOUSLY DISPLAYED AT ALL CARE DELIVERY LOCATIONS WITH INSTRUCTION ON WHERE TO LOCATE ADDITIONAL INFORMATION ON ELIGIBILITY FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE APPLICATIONS, AND INSTRUCTIONS ON HOW TO APPLY ARE ALSO AVAILABLE ON THE SHC WEBSITE, VIA MAIL, AND IN ALL SHC CARE DELIVERY LOCATIONS. PART VI, LINE 4 COMMUNITY INFORMATION SHC IS A REGIONAL REFERRAL CENTER FOR AN ARRAY OF ADULT SPECIALTIES, DRAWING PATIENTS FROM THROUGHOUT CALIFORNIA, ACROSS THE COUNTRY, AND INTERNATIONALLY. HOWEVER, DUE TO ITS LOCATION IN PALO ALTO, ON THE NORTHERN END OF SANTA CLARA COUNTY AND BORDERING SAN MATEO COUNTY, THE MAJORITY OF SHC'S PATIENTS (APPROXIMATELY 51%) ARE RESIDENTS OF SAN MATEO AND SANTA CLARA COUNTIES. THEREFORE, FOR THE PURPOSES OF ITS COMMUNITY BENEFIT PROGRAM, SHC HAS IDENTIFIED THESE TWO COUNTIES AS ITS TARGET COMMUNITY. SHC MAINTAINS A STRONG COMMITMENT TO THE HEALTH OF ITS COMMUNITY MEMBERS AND DEDICATES CONSIDERABLE RESOURCES TO SUPPORT ITS COMMUNITY BENEFIT PROGRAM. IN 2016, APPROXIMATELY 1.9 MILLION RESIDENTS LIVED IN SANTA CLARA COUNTY. SAN MATEO COUNTY IS FAR SMALLER WITH APPROXIMATELY 765,000 RESIDENTS IN 2016. THE ETHNIC MAKE-UP OF BOTH COUNTIES IS APPROXIMATELY 60% WHITE, 33% ASIAN, 25% HISPANIC/LATINO, AND 3% BLACK/AFRICAN-AMERICAN. THE ASIAN PACIFIC ISLANDER POPULATION IS GREATER IN SAN MATEO COUNTY (2%) THAN IN SANTA CLARA COUNTY (0.5%). MORE THAN ONE-THIRD OF RESIDENTS IN BOTH COUNTIES ARE FOREIGN-BORN. THE FEDERAL POVERTY LINE (FPL) IS THE TRADITIONAL MEASURE OF POVERTY IN A COMMUNITY. UNFORTUNATELY, THE FPL DOES NOT TAKE INTO CONSIDERATION LOCAL CONDITIONS SUCH AS THE HIGH COST OF LIVING IN THE SAN FRANCISCO BAY AREA. AS SUCH, THE CALIFORNIA SELF-SUFFICIENCY STANDARD (CASSS) IS A BETTER ESTIMATE OF ECONOMIC STABILITY IN BOTH COUNTIES. CASSS CITES THAT APPROXIMATELY 30% OF HOUSEHOLDS ACROSS SCC AND SMC IN 2018 WERE UNABLE TO MEET THEIR BASIC NEEDS. FOR A SINGLE PARENT WITH 2 CHILDREN, CASSS ESTIMATES THAT AN ANNUAL INCOME OF $107,000 IN SCC AND $126,000 IN SMC WAS NECESSARY TO MEET BASIC NEEDS. WHILE MINIMUM WAGE WAS $13.00 (SCC) AND $13.50 (SMC) PER HOUR IN 2018, TO MEET THE CASSS ESTIMATE AN HOURLY WAGE OF $50 (SCC) AND $60 (SMC) WAS REQUIRED. LASTLY, CASSS REPORTS A 25% INCREASE IN THE COST OF LIVING ACROSS BOTH COUNTIES BETWEEN 2015 AND 2018. UNFORTUNATELY, THE BUREAU OF LABOR STATISTICS CITES ONLY A 4% PER YEAR AVERAGE INCREASE IN WAGES ACROSS THE SAN JOSE-SAN FRANCISCO-OAKLAND METROPOLITAN AREA DURING THE 2015-2018 TIME. IN 2018, INSIGHT PUBLISHED THE COST OF BEING CALIFORNIAN, WHICH CITES SIGNIFICANT INCOME, ETHNIC, AND GENDER DISPARITIES EXIST ACROSS CALIFORNIA. THE KEY FINDINGS OF THE COST OF BEING CALIFORNIA REPORT, INCLUDE: - CALIFORNIA (CA) HOUSEHOLDS OF COLOR ARE TWICE AS LIKELY AS WHITE HOUSEHOLDS TO LACK ADEQUATE INCOME TO MEET THEIR BASIC NEEDS - 52% OF LATINO CA HOUSEHOLDS ARE STRUGGLING TO GET BY VS. 23% OF WHITE HOUSEHOLDS - CA HOUSEHOLDS OF COLOR MAKE UP 57% OF ALL CALIFORNIA HOUSEHOLDS, BUT CONSTITUTE 72% OF HOUSEHOLDS THAT FALL BELOW THE CASSS - WOMEN IN CA ARE MORE ECONOMICALLY DISADVANTAGED THAN MEN ACROSS MANY FACTORS, INCLUDING LOWER PAY, TAKING UNPAID TIME TO CARE FOR CHILDREN OR FAMILY MEMBERS, UNDEREMPLOYMENT, AND OCCUPATIONAL SEGREGATION - HAVING CHILDREN NEARLY DOUBLES THE CHANCE OF LIVING BELOW CASSS - POLICY CHANGE TO INCREASE WAGES, INSTITUTE COMPREHENSIVE PAID FAMILY LEAVE, CURB RISING HOUSING COSTS, AND ESTABLISH UNIVERSAL CHILD CARE ARE NEEDED PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH STANFORD HEALTH CARE MAKES ANNUAL COMMUNITY INVESTMENT GRANTS TO COMMUNITY NONPROFITS WORKING ON SIGNIFICANT HEALTH NEEDS AS DETERMINED BY THE MOST RECENT CHNA. IN ADDITION, THE HOSPITAL MAKES SIGNIFICANT INVESTMENTS THAT PROMOTE THE HEALTH OF THE COMMUNITY. THESE PROGRAMS ARE FULLY DESCRIBED IN THE FY2019 COMMUNITY BENEFIT REPORT AND IMPLEMENTATION PLAN FILED JANUARY 2020 WITH THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT. A THOROUGH ACCOUNTING OF THE HOSPITAL'S EFFORTS TO PROMOTE COMMUNITY HEALTH CAN BE READ IN THE REPORT, WHICH IS AVAILABLE AT HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML. PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. BELOW IS A LISTING OF STANFORD HEALTH CARE'S SERVICES AND ACTIVITIES THAT PROMOTE THE HEALTH OF THE COMMUNITY WE SERVE: HEALTH PROFESSIONS EDUCATION THE HOSPITAL IS A MAJOR EMPLOYER IN THE COMMUNITY IT SERVES AND, AS AN ACADEMIC MEDICAL CENTER, INVESTS SIGNIFICANTLY IN TRAINING THE HEALTH CARE PROFESSIONALS OF THE FUTURE. THE HOSPITAL IS A MAJOR PROVIDER OF TRAINING FOR RESIDENT PHYSICIANS, FELLOWS AND MEDICAL STUDENTS, NURSES, AND ALLIED HEALTH PROFESSIONS FROM AROUND THE REGION FROM VARIOUS ORGANIZATIONS. COMMUNITY HEALTH IMPROVEMENT THE HOSPITAL CONDUCTS MULTIPLE PROGRAMS THAT ARE OFFERED AT NO COST TO COMMUNITY MEMBERS AND SEEKS TO IMPROVE THE HEALTH AND HEALTH KNOWLEDGE OF THE COMMUNITY. THESE ACTIVITIES INCLUDE CLINICAL TRIALS INFORMATION AND ENROLLMENT SERVICES, HEALTH INSURANCE ENROLLMENT SERVICES FOR LOW-INCOME ADULTS AND CHILDREN, COMMUNITY HEALTH EDUCATIONS PROGRAMS, SUPPORTIVE CARE PROGRAMS FOR CANCER AND NEUROSCIENCE PATIENTS, AND ONGOING RESEARCH IN THE AREAS OF CARE DELIVERY AND QUALITY IMPROVEMENT. COMMUNITY BUILDING ACTIVITIES THE HOSPITAL PARTICIPATES IN A MYRIAD OF COMMUNITY BUILDING ACTIVITIES THAT SEEK TO IMPROVE THE COMMUNITY'S HEALTH AND SAFETY. THESE SERVICES AND ACTIVITIES ARE EITHER PROVIDED BY THE HOSPITAL ITSELF OR INVOLVE SUPPORT FOR COMMUNITY ORGANIZATIONS WORKING IN THE AREAS OF: POVERTY, HOMELESSNESS, ECONOMIC DEVELOPMENT, ETC. HOSPITAL LEADERSHIP ALSO VOLUNTEERS THEIR EXPERTISE ON MULTIPLE COMMUNITY NONPROFIT BOARDS WORKING TO IMPROVE THE HEALTH OF THE COMMUNITY. THE HOSPITAL ALSO SUPPORTS LOCAL EMERGENCY MANAGEMENT EFFORTS, SUPPORTS ECONOMIC AND WORKFORCE DEVELOPMENT IN THE REGION, AND ADVOCATES FOR COMMUNITY HEALTH ISSUES. ACADEMIC MEDICAL CENTER RESEARCH STANFORD HEALTH CARE IS PART OF STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE WEST COAST'S OLDEST MEDICAL SCHOOL AND WORLDWIDE LEADER IN PATIENT CARE, EDUCATION, RESEARCH, AND INNOVATION. STANFORD HEALTH CARE IS PROUD TO BE THE PRIMARY TEACHING HOSPITAL OF STANFORD UNIVERSITY SCHOOL OF MEDICINE-ONE OF THE TOP RANKED ACADEMIC MEDICAL INSTITUTIONS IN THE COUNTRY. THROUGHOUT HISTORY, STANFORD UNIVERSITY SCHOOL OF MEDICINE HAS BEEN HOME TO CUTTING-EDGE MEDICAL ADVANCES, INCLUDING THE FIRST SUCCESSFUL ADULT HUMAN HEART TRANSPLANT IN THE COUNTRY AND THE FIRST COMBINED HEART-LUNG TRANSPLANT IN THE WORLD. STANFORD HEALTH CARE FUNDS ONGOING RESEARCH THROUGH STANFORD UNIVERSITY SCHOOL OF MEDICINE THAT SEEKS TO IMPROVE THE HEALTH OF OUR COMMUNITY. PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM IN MAY 2015, THE HOSPITAL COMMITTEE FOR THE LIVERMORE-PLEASANTON AREAS (VCHS) BECAME AN AFFILIATE OF STANFORD HEALTH CARE (SHC). VCHS PARTNERS WITH SHC TO SERVE THE EAST BAY'S TRI-VALLEY REGION OF LIVERMORE, DUBLIN AND PLEASANTON. VCHS'S FACILITIES IN LIVERMORE, DUBLIN AND PLEASANTON INCLUDE VALLEY MEDICAL CENTER, EMERGENCY SERVICES AND TWO URGENT CARE CENTERS. VCHS ALLOWS SHC TO EXPAND ITS PRESENCE IN THE CRITICAL TRI-VALLEY AREA BY PARTNERING WITH A HIGH QUALITY, HIGH VALUE COMMUNITY HOSPITAL. VCHS WILL PARTICIPATE IN ALL THREE OF SHC'S MISSIONS BY PROVIDING SHC'S LEADING EDGE CLINICAL CARE IN THE VCHS COMMUNITY, TRAINING FUTURE MEDICAL LEADERS THROUGH RESIDENCY ROTATIONS AND OTHER ACADEMIC PURSUITS, AND PROVIDING THE TRI-VALLEY AREA INCREASED ACCESS TO CLINICAL TRIALS FOR LIFE-SAVING TREATMENTS. IN ADDITION, SHC'S GROWING EXPERTISE IN POPULATION AND PRECISION HEALTH WILL BE LEVERAGED TO SERVE THIS COMMUNITY. PART VI, LINE 7 ALL STATES IN WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: CALIFORNIA true ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT 2400 MOORPARK AVE SAN JOSE CA 95128 942292491 501(c)(3) 25000 SUPPORT COMMUNITY CLINIC VMC FOUNDATION 2400 MOORPARK 207 SAN JOSE CA 95128 770187890 501(C)(3) 10000 INFECTIOUS DISEASE SUPPORT/EDUCATION LATINAS CONTRA COSTA 255 NO MARKET ST SAN JOSE CA 95110 562412069 501(C)(3) 10000 CANCER SUPPORT/EDUCATION MAYVIEW COMMUNITY HEALTH CENTER INC 270 GRANT AVE PALO ALTO CA 94306 942239648 501(C)(3) 320000 56103 IN-KIND 0.5 FTE SOCI IN-KIND 0.5 FTE SOCI SUPPORT COMMUNITY CLINIC HEALTHCARE FOUNDATION OF NORTHERN & CENTRAL CALIFO 1215 K ST STE 730 SACRAMENTO CA 95814 861174825 501(C)(3) 82140 MEDICAL RESPITE PROGRAM PENINSULA HEALTHCARE CONNECTION 33 ENCINA AVE 103 PALO ALTO CA 94301 202886131 501(C)(3) 50000 HEALTHCARE FOR HOMELESS SOUTH COUNTY COMMUNITY HEALTH CENTER INC 1885 BAY RD PALO ALTO CA 94303 943372130 501(C)(3) 75000 50000 EMPLOYEE SALARY IN-KIND 0.5 FTE SOCI SUPPORT COMMUNITY CLINIC SAMARITAN HOUSE 4031 PACIFIC BLVD SAN MATEO CA 94403 237416272 501(C)(3) 125000 SUPPORT COMMUNITY CLINIC COMMUNITY HEALTH PARTNERSHIP INC 1401 PARKMOOR AVE STE 200 SAN JOSE CA 95111 770352645 501(C)(3) 10000 COMMUNITY MAMMOGRAPHY ACCESS PROJECT COMMUNITY INITIATIVES - SF HEP B FREE PROJECT 101 GROVE ST 406 SAN FRANCISCO CA 94102 943255070 501(C)(3) 15000 INFECTIOUS DISEASE SUPPORT/EDUCATION AVENIDAS 450 BRYANT STREET PALO ALTO CA 94301 941480548 501(C)(3) 175000 24 FMV PER POUND BASIS FURNITURE COMMUNITY BASED HOME HEATH HOME PROGRAM KARA 457 KINGSLEY AVENUE PALO ALTO CA 94301 942431483 501(C)(3) 12000 CLINICAL THERAPY PROGRAM MENTAL HEALTH AMERICA OF NORTH CALIFORNIA 9719 LINCOLN VILLAGE DR SACRMENTO CA 95827 941476949 501(C)(3) 8747 BEHAVIOURAL HEATH SUPPORT AMBULATORY SURGERY ACCESS COALITION 1119 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 943180356 501(C)(3) 10000 CANCER SUPPORT SANTA CLARA VALLEY MEDICAL CENTER PO BOX 398414 SAN FRANCISCO CA 94139 946000533 GOVT 20000 INFECTIOUS DISEASE SUPPORT/EDUCATION & MED RESPITE VEHICLE VOLUNTEERS FOR INTER-AMERICAN DEVELOPMENT ASSISTAN 1519 63RD STREET EMERYVILLE CA 94608 680249466 501(C)(3) 619763 FAIR MARKET VALUE PE MEDICAL SUPPLY AND M MEDICAL SUPPLY AND EQUIPMENT DONATION GO COPIA PBC 1160 E BATTERY ST STE 100 SAN FRANCISCO CA 94111 471068807 170(E) 128677 FAIR MARKET VALUE FO FOOD DONATION FOOD DONATION THE BOARD OF TRUSTEES OF STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 77672477 ACCESS TO CARE AND RESEARCH SUPPORT NAMI SANTA CLARA COUNTY 1150 S BASCOM AVE STE 24 SAN JOSE CA 95128 942430956 501(c)(3) 70000 COMMUNITY PEER MENTOR PROGRAM PALO ALTO UNIFIED SCHOOL DISTRICT 25 CHURCHILL AVENUE PALO ALTO CA 94306 942168440 GOVT 11395 FMV PER POUND BASIS EQUIPMENT/FURNITURE EQUIPMENT AND FURNITURE DONATION 19 1 PROCEDURES FOR MONITORING USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 WHEN A GRANT IS APPROVED, SOMEONE WITH SIGNATURE AUTHORITY FROM THE GRANTEE ORGANIZATION SIGNS THE GRANT AGREEMENT, WHICH INCLUDES A RECEIPT OF FUNDS STATEMENT (WHEN AND HOW MUCH WAS RECEIVED) AND THE PURPOSE FOR WHICH THE FUNDS MUST BE USED. A GRANTS MANAGER MAINTAINS CONTACT THROUGHOUT THE GRANT PERIOD FOR USE OF FUNDS AND PROGRESS ON STATED GOALS AND OBJECTIVES. AT THE END OF THE GRANT PERIOD, FINAL GRANT REPORTS ARE REVIEWED BY THE GRANT MANAGER. COPIES OF ALL DOCUMENTS ARE KEPT IN HARD FILES AND ELECTRONICALLY BY THE GOVERNMENT AND COMMUNITY RELATIONS DEPARTMENT. X true true X X X X X true true false false false false false true false ED DAMROSE MD DIRECTOR 0 277626 0 413665 0 1622 0 27067 0 11408 0 731388 0 0 DAVID ENTWISTLE DIRECTOR/CEO 1691047 0 967607 0 182271 0 321425 0 51872 0 3214222 0 124053 0 SAM GAMBHIR MD DIRECTOR 0 611245 0 270675 0 1500 0 27500 0 30071 0 940991 0 0 ROBERT HARRINGTON MD DIRECTOR (SEE SCHEDULE O) 0 579599 0 373082 0 33211 0 27260 0 32057 0 1045209 0 0 RANDALL LIVINGSTON DIRECTOR 0 748190 0 0 0 291 0 531167 0 34197 0 1313845 0 0 DENNIS LUND MD DIRECTOR (SEE SCHEDULE O) 0 394948 0 820769 0 27168 0 19967 0 41289 0 1304141 0 0 LLOYD B MINOR MD DIRECTOR 0 1517476 0 250000 0 115946 0 327500 0 41206 0 2252128 0 0 NORMAN RIZK MD DIRECTOR 0 442971 0 701221 0 0 0 27500 0 13703 0 1185395 0 0 YIPING WOO MD DIRECTOR (SEE SCHEDULE O) 0 1433090 0 1049704 0 17679 0 24376 0 74535 0 2599384 0 0 QUINN MCKENNA COO 1041733 0 405564 0 54400 0 154401 0 37615 0 1693713 0 0 0 LINDA HOFF CFO 786299 0 337504 0 42061 0 123532 0 30263 0 1319659 0 0 0 SHIRLEY WEBER VP-CLINICAL OPERATIONS 306358 0 74221 0 56483 0 26351 0 24116 0 487529 0 0 0 ERIC YABLONKA CHIEF INFORMATION OFFICER 690500 0 293847 0 93243 0 85113 0 20769 0 1183472 0 0 0 SRIDHAR SESHADRI VP CANCER CENTER & HEART CNTR 529588 0 134719 0 117818 0 31391 0 12555 0 826071 0 0 0 DALE BEATTY CNO & VP PATIENT CARE SERVICES 469502 0 129779 0 91612 0 74754 0 18617 0 784264 0 0 0 DAVID D JONES VP & CHIEF HR OFFICER 506164 0 284141 0 29945 0 89577 0 30266 0 940093 0 0 0 JAMES MARTIN JR VP - CONTROLLER 429088 0 300135 0 53744 0 40546 0 22432 0 845945 0 0 0 CATHERINE D KRNA VP - AMBULATORY CARE & GI 483483 0 131067 0 73750 0 65851 0 39137 0 793288 0 0 0 JEFFREY DRIVER VP & CHIEF RISK/ADMIN OFFICER 145322 0 0 0 513935 0 24516 0 7518 0 691291 0 0 0 THOMAS KIM VP-CHIEF MARKET DEVELOP. OFF. 421543 0 112155 0 54213 0 60510 0 2793 0 651214 0 0 0 DAVID CONNOR FORMER CFO 53038 0 0 0 483074 0 14423 0 3651 0 554186 0 0 0 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE 3 OFFICERS, 2 KEY EMPLOYEES, 2 HIGHEST COMPENSATED EMPLOYEES, AND 1 FORMER OFFICER RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). SCHEDULE J, PART I, LINE 4A IN 2018 IN CONNECTION WITH THEIR DEPARTURE, ONE HIGHEST COMPENSATED EMPLOYEE & ONE FORMER OFFICER RECEIVED TOTAL SEVERANCE PAYMENTS OF $383,843 & $387,962 WHICH ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). SCHEDULE J, PART I, LINE 4B STANFORD HEALTH CARE ("SHC") PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. 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 EARLIST 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 2018: DAVID ENTWISTLE $132,801 SRIDHAR B. SESHADRI $ 67,935 THOMAS KIM $ 32,402 CATHERINE D. KRNA $ 35,856 JEFFREY DRIVER $ 30,342 SHIRLEY WEBER $ 26,676 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 2018 ARE REPORTED IN COLUMN (F). RANDALL LIVINGSTON AND LLOYD B. MINOR PARTICIPATE IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F). SCHEDULE J, PART I, LINE 7 & PART II, DESCRIPTION FOR COLUMN B(II) OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN 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, DESCRIPTION FOR COLUMN B(III) OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(III) INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE. SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II. A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LNX1 2008-06-02 428500000 2008 SERIES AB-SEE PART VI true false false B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LJB4 2010-06-16 310291489 2010 SERIES AB-SEE PART VI true false false C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LZN0 2012-05-23 608293722 2012 SERIES ABCD-SEE PART VI false false false D California Health Facilities Financing Authority 521643828 13033L8Q3 2015-06-30 180626500 2015 SERIES AB-SEE PART VI false false false A 15850000 240325000 428500000 0 0 0 0 0 0 0 428500000 0 2008 true false true true B 42000000 240860000 310291489 0 0 0 0 0 0 0 310291489 0 2010 true false true true C 39550000 0 614499969 0 0 0 4780 0 0 535097892 79397297 0 2019 false true true true D 0 0 182519359 0 0 0 0 0 0 182519359 0 0 2019 false false true true A false true true true false 0.00020 0.00020 false false false true B false true true true false 0.00010 0.00010 false false false true C false true true true false 0.00010 0.00010 false false false true D false false false false 0 false false false true A false false true false true true see part VI false true false 0 false true B false false true false false false 0 false 0 false true C false false false true true false 0 false 0 false true D false false false true true false 0 false 0 false true A true B true C true D true TAX EXEMPT BONDS F0RM 990, SCHEDULE K, PART I BOND ISSUES: A CUSIP#: 13033LNX1 SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2006 SERIES A & B DATE OF ISSUE: MARCH 9, 2006. BOND ISSUES: B CUSIP#: 13033LJB4 SERIES: 2010 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 1998 SERIES B DATE OF ISSUE: MARCH 31, 1998. BOND ISSUES: B CUSIP#: 13033LJB4 SERIES: 2010 SERIES B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2003 SERIES B, C, AND D DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES A, C AND D DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL Date of Issue: May 23, 2012. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES B DESCRIPTION OF PURPOSE: ADVANCE REFUNDING OF 2003 SERIES A DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: D CUSIP: 13033L8Q3 SERIES: 2015 SERIES A & B DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL DATE OF ISSUE: 06/30/2015. PART II, COLUMN (C), LINE 3: this amount differs from the issue price due to investment earnings Part II, Column C, line 14: 2012B Bonds advance refunded 2003A Bonds PART III, Column C, Line 4&6: the private use % of 0.01% is generated from 2012B only. 2012ACD have been used for the new Stanford Hospital Project which was placed in service on 11/17/19 Part IV, Line 2c, Column C: Rebate calculation date for Series 2012: 10/17/2019 Part IV, Line 2c, Column D: Rebate calculation date for Series 2015: 10/23/2019 PART IV ISSUE A: SERIES: 2008 SERIES B1 and 2008 Series B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/14 NOVATED FROM ORIGINAL COUNTERPARTY, J.P. MORGAN CHASE BANK N.A. EFFECTIVE JANUARY 1, 2011 Part IV Line 3: 2012CD are variable bonds. 2015B is a variable bond BOND ISSUES: A CUSIP#: 13032UQR2 SERIES: 2017 SERIES A DESCRIPTION OF PURPOSE: Advanced Refunding of a portion of 2008A, a portion of 2010A and entire 2010B issue Part IV, Line 2c, Column A: calculation date: 02/25/2019 A California Health Facilities Financing Authority 521643828 13032UQR2 2017-12-28 530337859 2017 SERIES A-SEE PART VI false false false A 0 0 530337859 0 0 513203026 0 0 0 0 17134833 0 2017 false true true true A false true true true false 0.00040 0.00040 false false false true A false false false true false false 0 false 0 false true A true DALE BEATTY KEY EMPLOYEE HOUSING LOAN X 500000 500000 false true true DAVID ENTWISTLE OFFICER HOUSING LOAN X 500000 500000 false true true DAVID ENTWISTLE OFFICER HOUSING LOAN X 1000000 1000000 false true true DAVID ENTWISTLE OFFICER HOUSING LOAN X 1000000 1000000 false true true DAVID ENTWISTLE OFFICER HOUSING LOAN X 1000000 1000000 false true true QUINN MCKENNA OFFICER HOUSING LOAN X 500000 500000 false true true QUINN MCKENNA OFFICER HOUSING LOAN X 500000 500000 false true true QUINN MCKENNA OFFICER HOUSING LOAN X 500000 500000 false true true QUINN MCKENNA OFFICER HOUSING LOAN X 500000 500000 false true true LINDA HOFF OFFICER HOUSING LOAN X 953000 953000 false true true JAMES MARTIN JR HIGHEST COMPENSATED HOUSING LOAN X 500000 500000 false true true 7453000 BETH DAWES COMPENSATION FOR EMPLOYMENT EXPRESSSCRIPTS PAYMENT FOR PRODUCTS VARIAN MEDICAL SYSTEMS PAYMENT FOR PRODUCTS STANFORD PET-CT LLC PAYMENT FOR SERVICES SUMIT INSURANCE COMPANY LTD PAYMENT FOR INSURANCE PREMIUMS SU MED NETWORK RISK MGMT AUTHORITY PAYMENT FOR SERVICES TO SRA SU MED NETWORK RISK MGMT AUTHORITY PAYMENT FOR SERVICES TO SHC SCHEDULE L, PART II LOANS TO/FROM INTERESTED PERSONS EACH LOAN TO AN INTERESTED PERSON IS MADE FROM STANFORD HEALTH CARE (SHC) TO THE INDIVIDUAL (COLUMN D). NONE OF THE LOANS ARE IN DEFAULT (COLUMN G). ALL LOANS HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS (COLUMN H) AND, FOR EACH LOAN ISSUED, THERE EXISTS A WRITTEN AGREEMENT BETWEEN SHC AND THE BORROWER (COLUMN I). THE LOANS TO INTERESTED PERSONS FALL UNDER THREE CATEGORIES: MORTGAGE ASSISTANCE PROGRAM (MAP), DEFERRED INTEREST PAYMENT (DIP), AND ZERO INTEREST PROGRAM (ZIP). FOR THE THREE TYPES OF LOANS, SHC WILL SHARE IN ANY APPRECIATION IN VALUE OF THE PROPERTY AT THE TIME OF REPAYMENT BASED ON ITS PERCENTAGE OF OWNERSHIP INTEREST. APPRECIATION IS THE DIFFERENCE BETWEEN THE DUE DATE FAIR MARKET VALUE OF THE PROPERTY AND THE ORIGINAL PURCHASE PRICE. THE MORTGAGE ASSISTANCE PROGRAM LOAN (MAP) IS A NON-AMORTIZING, INTEREST ONLY HOME LOAN REQUIRING THE PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. THE DEFERRED INTEREST PAYMENT LOAN (DIP) IS A NON-AMORTIZING HOME LOAN REQUIRING NO PAYMENT UNTIL THE PRINCIPAL AND DEFERRED INTEREST ARE DUE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. ZERO INTEREST PROGRAM LOAN (ZIP) IS A NON-AMORTIZING, ZERO INTEREST HOME LOAN, REQUIRING PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. X 20 526251 FAIR MARKET VALUE false true true SCHEDULE M, PART I, COLUMN B STANFORD HEALTH CARE IS REPORTING THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, QUESTION 32B STANFORD HEALTH CARE UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS. MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 STANFORD HEALTH CARE ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, CANCER CENTERS IN PALO ALTO AND SAN JOSE, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STANFORD HEALTH CARE HAS A MISSION TO CARE, TO EDUCATE, AND TO DISCOVER. SHC'S VISION STATEMENT IS HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A STANFORD HEALTH CARE ("SHC") IS KNOWN W0RLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 27,187 PATIENT DISCHARGES. SHC HAD 172,128 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 943,217 FOR THE FISCAL YEAR ENDED AUGUST 31, 2019. EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1A IF A MATTER NORMALLY REQUIRING ACTION BY THE BOARD OF DIRECTORS ARISES BETWEEN MEETINGS OF THE BOARD AND IS A MATTER WHICH, IN THE OPINION OF ANY FOUR (4) OUT OF SIX (6) OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE PRESIDENT OF THE CORPORATION, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE AUDIT COMMITTEE, REQUIRES ACTION BY THE BOARD BEFORE THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD, THEN ANY FOUR (4) OR MORE OUT OF THOSE SIX (6) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD OF DIRECTORS, ARE AUTHORIZED JOINTLY TO TAKE WHATEVER ACTION IS NECESSARY TO RESOLVE THE MATTER, AND SUCH ACTION WILL CONSTITUTE AUTHORIZED ACTION OF THE BOARD TO THE SAME EXTENT AS IF IT HAS BEEN ADOPTED AT A MEETING OF THE BOARD; PROVIDED, HOWEVER, THAT AT LEAST ONE (1) OF THE FOUR (4) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD PURSUANT TO THIS SECTION SHALL NOT BE EMPLOYED BY STANFORD HEALTH CARE, LUCILE SALTER PACKARD CHILDRENS HOSPITAL OR STANFORD UNIVERSITY AND PROVIDED, FURTHER, THAT THE DIRECTORS ACTING AS A COMMITTEE OF THE BOARD SHALL NOT IN ANY CASE BE AUTHORIZED BY THIS SECTION TO EXERCISE THOSE POWERS WHICH BY LAW, THE ARTICLES OF INCORPORATION, THESE BYLAWS OR SPECIFIC ACTION BY THE MEMBER, SET FORTH IN A RESOLUTION OF THE MEMBER, MAY BE EXERCISED ONLY BY THE MEMBER OR MAY NOT BE DELEGATED TO A COMMITTEE OF THE BOARD. FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: MARIANN BYERWALTER LLOYD B. MINOR MD JOHN LEVIN DAVID ENTWISTLE RANDALL LIVINGSTON JEFF CHAMBERS PAUL KING MINDY ROGERS THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: ED DAMROSE MD NORMAN RIZK MD LLOYD B. MINOR MD SAM GAMBHIR MD ROBERT HARRINGTON MD MARK LESLIE YIPING WOO MD DENNIS LUND RANDALL LIVINGSTON THE FOLLOWING INDIVIDUAL IS AN OFFICER AT STANFORD UNIVERSITY: RANDALL LIVINGSTON THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: BRET COMOLLI MINDY ROGERS THE FOLLOWING INDIVIDUALS ARE MANAGERS AT STANFORD PET-CT LLC: DAVID ENTWISTLE QUINN MCKENNA LLOYD B. MINOR MD SAM GAMBHIR MD THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT HOLDING INTERNATIONAL, LLC: DAVID ENTWISTLE LINDA HOFF PAUL KING DENNIS LUND MD NORMAN RIZK MD THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT INSURANCE COMPANY, LTD.: DAVID ENTWISTLE LINDA HOFF PAUL KING DENNIS LUND MD LLOYD B. MINOR MD NORMAN RIZK MD THE FOLLOWING INDIVIDUALS ARE CLASS A SUBSCRIBER VOTING MEMBERS AT THE PROFESSIONAL EXCHANGE ASSURANCE COMPANY: (AS OF 8/16/2019) DAVID ENTWISTLE LINDA HOFF PAUL KING NORMAN RIZK MD DENNIS LUND MD MEMBERS FORM 990, PART VI, LINE 6 STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HEALTH CARE ("SHC"). ELECTION BY MEMBERS FORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, ELECTS THE SHC BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B THE SOLE MEMBER, STANFORD UNIVERSITY, MAY REMOVE AN ELECTED DIRECTOR AT ANY TIME WITHOUT CAUSE. FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY TAX DEPARTMENT AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND KEY 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 VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY 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. PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'S CEO AND OTHER TOP MANAGEMENT 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 EACH SEPTEMBER 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. AVAILABILITY OF GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS. BOARD OF DIRECTORS CHANGES FORM 990, PART VII, SECTION A THE FOLLOWING BOARD MEMBERS RETIRED FROM THE BOARD OF DIRECTORS DURING FY19 AS NOTED: ROBERT HARRINGTON MD AS OF 12/31/2018 JOEL HYATT AS OF 12/31/2018 DENNIS LUND MD AS OF 01/27/2019 CHRISTOPHER REDLICH AS OF 12/31/2018 THE FOLLOWING BOARD MEMBERS WERE APPOINTED TO THE BOARD AS OF DURING FY19 AS NOTED: DONNA DUBINSKY AS OF 01/01/2019 PAUL KING AS OF 01/28/2019 MINDY ROGERS AS OF 11/01/2018 YIPING WOO MD AS OF 01/01/2019 HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII, COLUMN B DENNIS LUND MD AND PAUL KING ARE DIRECTORS OF SHC. FOR FY19 MR. KING IS THE PRESIDENT AND CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD (LPCH), A RELATED ORGANIZATION. DR. LUND WAS INTERIM PRESIDENT AND CEO OF LPCH AND RECEIVES COMPENSATION FROM STANFORD UNIVERSITY FOR HIS SERVICES AT STANFORD UNIVERSITY. DR LUND RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. LLOYD B. MINOR MD, NORMAN RIZK MD, MARK LESLIE, ED DAMROSE MD, SAM GAMBHIR MD, ROBERT HARRINGTON MD, DENNIS LUND MD, RANDALL LIVINGSTON, YIPING WOO MD, ARE DIRECTORS OF SHC. FOR FY19 THEY WERE EMPLOYED AT STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THESE INDIVIDUALS RECEIVE COMPENSATION FROM SU FOR THEIR SERVICES AT SU. THEY RECEIVED NO COMPENSATION FOR DUTIES AS DIRECTORS OF SHC. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INTEREST RATE SWAP MTM $ (134,268,843) 2003 BONDS SWAP PAYMENTS $ (2,521,635) 2006/2008 BONDS SWAP PAYMENTS $ (5,791,592) 2012 BONDS SWAP PAYMENTS $ (4,211,587) EQUITY TRANSFER $ (63,509,509) CHANGE IN MINIMUM PENSION LIABILITY $ (26,422,000) SEROC BOOK/TAX DIFFERENCE $ 94,244 ------------------- OTHER CHANGES IN NET ASSETS OR $ (236,630,922) FUND BALANCES CARE COUNSEL LLC 899 NORTHGATE DRIVE STE 530 SAN RAFAEL CA 94903 680396696 HLTHCRE ADVOC CA 2407242 223746 SHC STANFORD BLOOD CENTER LLC 3373 HILLVIEW AVENUE PALO ALTO CA 94304 810816100 MEDICAL LAB CA 67426972 39408752 SHC AUGMNTED INTELLIGENCE MED SYS PSYCHIATRY PO BOX 60954 PALO ALTO CA 94306 371865230 RESEARCH DE 0 0 SHC THE BRD OF TRUST LELAND STANF JR UNIV 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 EDUCATION CA 501(C)(3) 2 NA false HOSPITAL COMMITTEE FOR THE L-P AREAS 1111 E STANLEY BLVD LIVERMORE CA 94550 941429628 HOSPITAL CA 501(C)(3) 3 SHC 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 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 UNIVERSITY HEALTHCARE ALLIANCE 7999 GATEWAY BLVD STE 300 NEWARK CA 94560 943192446 HEALTHCARE CA 501(C)(3) 3 SHC true VALLEYCARE MEDICAL FOUNDATION INC 5655 W LAS POSITAS BLVD 220 PLEASANTON CA 94588 262593526 SUPPRT SHC-VC CA 501(C)(3) 10 HOSP CMTE LP true VALLEYCARE SENIOR HOUSING 1111 E STANLEY BLVD LIVERMORE CA 94550 943382224 SR. 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SCHEDULE R, PART IV, LINE 5 CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 6 CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 5 OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. SCHEDULE R, PART IV, LINE 6 POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.