2016-11-15T16:47:26-06:00 2015-12-31 330155525 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 19600 FAIRCHILD STE 320 IRVINE CA 92612 990 2015-01-01 953885523 CITRUS VALLEY HEALTH PARTNERS INC CITR 6263317331 140 W COLLEGE ST PO BOX 6108 COVINA CA 917225108 RAJESH K SHARMA EVP/CFO 6269387595 2016-11-14 1 EDWARD E BENOE P00032866 9498332815 2015 2017-02-10 21:41:12Z ROBERT H CURRY 140 W COLLEGE ST PO BOX 6108 COVINA CA 917225108 68161263 0 X CVHP.ORG X 1983 CA TO PROVIDE SUPPORT TO TWO ACUTE-CARE HOSPITALS, A HOSPICE, AND A HOME HEALTH AGENCY WHICH, IN TURN, PROVIDE INPATIENT AND OUTPATIENT CLINICAL SERVICES. 22 20 387 5 361820 109014 0 0 62684129 57553799 936127 775802 988248 873776 64608504 59203377 0 0 0 0 31266907 35548384 0 0 0 32255214 22880877 63522121 58429261 1086383 774116 75864510 71925479 29888386 27617778 45976124 44307701 X OUR MISSION IS TO HELP PEOPLE KEEP WELL IN BODY, MIND AND SPIRIT BY PROVIDING QUALITY HEALTH CARE SERVICES IN A SAFE, COMPASSIONATE ENVIRONMENT. 0 0 51767834 56054326 PROVIDE OVERALL SUPERVISION, GUIDANCE, LONG RANGE PLANNING, FINANCIAL MANAGEMENT, AND INVESTMENT OF FUNDS FOR THE BENEFIT OF CITRUS VALLEY MEDICAL CENTER, FOOTHILL PRESBYTERIAN HOSPITAL, AND HOSPICE. ALL OF WHICH ARE 501(C)(3). PROVIDE SUPPORT TO TWO ACUTE-CARE HOSPITALS, A HOSPICE, AND A HOME HEALTH AGENCY WHICH, IN TURN, PROVIDE INPATIENT AND OUTPATIENT CLINICAL SERVICES. 1549024 1676573 FIRST 5 LA OPTIMIZES THE DEVELOPMENT AND WELL BEING OF ALL CHILDREN, FROM THE PRENATAL STAGE UNTIL THEIR 5TH BIRTHDAYS, BY INCREASING RESOURCES, ENSURING ACCESS TO SERVICES, AND IMPROVING THE ABILITIES OF FAMILIES, COMMUNITIES AND PROVIDERS OF SERVICES. 11315 10179 TO PROVIDE EDUCATION PRIMARILY ABOUT COVERED CALIFORNIA WHILE PROMOTING A CULTURE OF COVERAGE AND MOTIVATING PARTICIPANTS TO TAKE ACTION AND ENROLL. 36225 18 TO ENSURE THAT ALL ELIGIBLE CHILDREN AND PARENTS IN CALIFORNIA HAVE HEALTHCARE COVERAGE, TO CREATE PARTNERSHIPS THAT HELP TO PREVENT CHILDHOOD OBESITY AND TO INCREASE THE NUMBER OF CHILDREN IN LOS ANGELES COUNTY WHO ARE READY TO LEARN WHEN THEY REACH SCHOOL AGE. 36225 18 53364398 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 173 0 1 387 1 1 1 0 0 0 0 0 0 0 0 0 X 22 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X X RAJESH K SHARMA EXECUTIVE VPCFO 6269387595 140 WEST COLLEGE ST PO BOX 6108 COVINA CA 917225108 ARTHUR LUDWICK BOARD OF DIRECTORS 3.00 X 0 0 0 CLIFFORD CHRIST CHAIR 3.00 X 0 0 0 DONALD BOSS ESQ BOARD OF DIRECTORS 3.00 X 0 0 0 EARL WASHINGTON BOARD OF DIRECTORS 3.00 X 0 0 0 GORDON SHIPP BOARD OF DIRECTORS 3.00 X 0 0 0 GURJEET KALKAT MD BOARD OF DIRECTORS 3.00 X 23940 34500 0 HAROLD BORAK SR BOARD OF DIRECTORS 3.00 X 0 0 0 J PAUL HOLLAND MD BOARD OF DIRECTORS 3.00 X 3600 0 0 JACQUELINE BRACY MD BOARD OF DIRECTORS 3.00 X 22718 0 0 JEFFREY SHAPIRO MD BOARD OF DIRECTORS 3.00 X 0 12000 0 LANCE WILCHER DNP FNP-BC BOARD OF DIRECTORS 3.00 X 0 0 0 MARY KIRCHEN IHM BOARD OF DIRECTORS 3.00 X 0 0 0 OJ RODRIQUEZ BOARD OF DIRECTORS 3.00 X 0 0 0 PATRICIA HANES PHD BOARD OF DIRECTORS 3.00 X 0 0 0 PATSY GORRELL BOARD OF DIRECTORS 3.00 X 0 0 0 PHILIP MALDONADO DDS BOARD OF DIRECTORS 3.00 X 0 0 0 RAYMOND MATTES IHM BOARD OF DIRECTORS 3.00 X 0 0 0 ROBERT DUNCAN SECRETARY 3.00 X 0 0 0 ROBERT H CURRY PRESIDENT/CEO/BOARD OF DIR 18.00 22.00 X X 1294402 0 25281 ROBINSON BARON MD BOARD OF DIRECTORS 3.00 X 38548 0 0 THOMAS BRYAN MD BOARD OF DIRECTORS 3.00 X 0 0 0 WALTER ALLEN III VICE CHAIR 3.00 X 0 0 0 GARY MATHEWSON BOARD OF DIRECTORS 3.00 X 0 0 0 RAJESH SHARMA EXECUTIVE VP/CFO 18.00 22.00 X 665987 0 22150 DIANA LUGO-ZENNER CHIEF NURSING OFFICER 9.00 31.00 X 634559 0 12465 JILLISA PLESH CHIEF LEGAL OFFICER 3.60 36.40 X 455433 0 21721 MARTIN KLEINBART CHIEF STRATEGY OFFICER 3.60 36.40 X 420006 0 21979 PAUL HEREDIA CHIEF HUMAN RESOURCES OFFI 3.60 36.40 X 491769 0 21927 PAVELJIT BINDRA CHIEF MED STAFF/INFO OFC 16.00 24.00 X 489952 0 18288 MARY ZIMMER CHIEF MEDICAL OFFICER 3.60 36.40 X 420850 0 17079 4961764 46500 160890 63 0 1 0 AUXILIO INC PO BOX 388 PALO ALTO CA 94302 PRINT/COPYING SERV/RENTAL 1316405 MEDICAL INFORMATION TECHNOLOGY INC PO BOX 74569 CHICAGO IL 60696 SOFTWARE MAINTENANCE 1122381 TURNAROUND TIME TRANSCRIPTION INC 3536 OCEANVIEW BLVD 100 GLENDALE CA 91208 TRANSCRIPTION SERVICE 609748 HASC FILE 1361 PASADENA CA 91199 DUES 585382 IT SOURCE LLC PO BOX 413006 SALT LAKE CITY UT 94141 SOFTWARE SYSTEMS 581626 5 MANAGEMENT INCOME 900099 55796597 55796597 PROGRAM REVENUE GOVT. GRANTS 900099 1720600 1720600 MANAGEMENT INCOME 900099 36602 36602 57553799 1254843 50707 1204136 385698 14388 371310 371310 371310 8464457 8943498 -479041 -479041 120 -479161 PASSTHROUGH INCOME FROM GLENDORA 900099 355705 355705 CASH DISCOUNTS & OTHERS 900099 157419 157419 MEDICAL RECORDS 900099 15773 15773 -26431 -30607 4176 502466 59203377 57741096 361820 1100461 X 992326 871067 121259 25154710 22080895 3073815 961513 897022 64491 6606207 6355276 250931 1833628 1769262 64366 1766435 1609959 156476 1658046 1515341 142705 322416 290174 32242 160753 160753 560090 527743 32347 303557 278068 25489 715887 678519 37368 214656 200728 13928 82198 78416 3782 3748374 3405984 342390 186778 186778 UNRELATED BUSINESS INCO 167205 167205 0 PURCHASED SERVICES 9584204 9080783 503421 DUES AND SUBSCRIPTIONS 922875 840129 82746 TELEPHONE 531623 482747 48876 1955780 1887549 68231 58429261 53364398 5064863 0 4500 4499 1723500 1718500 8011 24014 2158552 2081968 1986912 2328192 40073668 25710916 15168641 14362752 47727283 46272794 7087111 5132760 75864510 71925479 11816876 19682917 18071510 7934861 29888386 27617778 X 45970724 44302301 5400 5400 45976124 44307701 75864510 71925479 X 774116 -2113146 -329394 X X 0 1 X 1 0 X X 4 CITRUS VALLEY HOSPICE INC 953493611 9 1 0 0 CITRUS VALLEY MEDICAL CENTER INC 956006469 3 1 0 0 FOOTHILL PRESBYTERIAN HOSPITAL 952413054 3 1 0 0 CITRUS VALLEY HEALTH FOUNDATION INC 952534063 9 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 270726 0 0 0 270726 0 PART II-B, LINE 1: CITRUS VALLEY HEALTH PARTNERS, INC PAID $280,613 IN DUES TO THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA TO COVER MEMBERSHIP IN THE CALIFORNIA HOSPITAL ASSOCIATION, CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS AND HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA. HASC USED 12.59% OF THE DUES TOWARDS LOBBYING ACTIVITIES. CVHP WAS ASSESSED $235,397 BY THE CALIFORNIA HOSPITAL ASSOCIATION TO FUND THE LABOR MANAGEMENT COOPERATION ACT COMMITTEE AND FOR CHCI TO RETIRE DEBT INCURRED IN THE SEIU-UHW OPPOSITION CAMPAIGN. 100% OF BOTH DUES ASSESSMENTS ARE FOR LOBBYING EXPENSES. 2835836 2835836 6101739 3590241 2511498 31136093 22120675 9015418 14362752 1460242 F UNRESTRICTED INVESTMENTS 44812552 F 46272794 HOSP/PROF EXCESS INS RECOVERIES - LT 1817000 DEPOSIT - WORKERS COMPENSATION STATE 3315760 5132760 83914 OTHER CURRENT LIABILITIES 921947 HOSPITAL /PROF INSURANCE RESERVES 6929000 7934861 X 56444000 -2113146 14122 -2099024 58543024 660353 660353 59203377 58112000 13698 13698 58098302 330959 330959 58429261 PART X, LINE 2: ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT DECEMBER 31, 2015 OR 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: DEPRECIATION ON RENTAL UNITS OFFSET IN 990 14,388. ROUNDING DIFFERENCE -266. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES OFFSET AGAINST REVENUE IN FINANCIAL REPORT 160,753. BANK SERVICE CHARGES OFFSET TO INCOME IN F/S 3,001. INCOME TAXES OFFSET TO INCOME IN F/S 167,205. PASSTHROUGH INCOME FROM GLENDORA SURGICAL CENTER 355,705. PASSTHROUGH INCOME FROM DISPOSED PTP'S -30,623. PASSTHROUGH INCOME FROM PTP'S 4,312. PART XII, LINE 2D - OTHER ADJUSTMENTS: DEPRECIATION ON RENTAL UNITS OFFSET IN 990 14,388. ROUNDING DIFFERENCE -690. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES OFFSET AGAINST REVENUE IN FINANCIAL REPORT 160,753. BANK SERVICE CHARGES OFFSET TO INCOME IN F/S 3,001. INCOME TAXES OFFSET TO INCOME IN F/S 167,205. 1 X X X X X 0 0 0 0 0 0 0 0 0 ROBERT H CURRY PRESIDENT/CEO/BOARD OF DIR 795174 0 447709 0 51519 0 11386 0 13895 0 1319683 0 0 0 RAJESH SHARMA EXECUTIVE VP/CFO 467055 0 174349 0 24583 0 8721 0 13429 0 688137 0 0 0 DIANA LUGO-ZENNER CHIEF NURSING OFFICER 122671 0 0 0 511888 0 6500 0 5965 0 647024 0 0 0 JILLISA PLESH CHIEF LEGAL OFFICER 319418 0 119181 0 16834 0 12303 0 9418 0 477154 0 0 0 MARTIN KLEINBART CHIEF STRATEGY OFFICER 291808 0 109528 0 18670 0 8550 0 13429 0 441985 0 0 0 PAUL HEREDIA CHIEF HUMAN RESOURCES OFFI 343473 0 128247 0 20049 0 8498 0 13429 0 513696 0 0 0 PAVELJIT BINDRA CHIEF MED STAFF/INFO OFC 308921 0 163457 0 17574 0 8822 0 9466 0 508240 0 0 0 MARY ZIMMER CHIEF MEDICAL OFFICER 293009 0 109528 0 18313 0 14257 0 2822 0 437929 0 0 0 PART I, LINE 3 ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO - CVHP USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO. PLEASE SEE ADDITIONAL EXPLANATION AT SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15. FORM 990, PART VI, SECTION B, LINE 11 STAFF ACCOUNTANTS, ACCOUNTING MANAGER AND VICE PRESIDENT OF CORPORATE FINANCE REVIEW FORM 990 FOR ACCURACY AND COMPLETENESS UPON RECEIVING IT FROM THE CPA TAX PREPARER. FORM 990 IS FORWARDED TO RAJESH SHARMA, EVP/CFO, FOR THE FINAL REVIEW. TAX PREPARER PRESENTS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE FOR APPROVAL. THE BOARD DELEGATED REVIEW AND APPROVAL TO THE AUDIT AND COMPLIANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, KEY EMPLOYEES, AND MANAGEMENT ARE COVERED BY THE CONFLICT OF INTEREST POLICY. DETERMINATIONS OF CONFLICT AND REVIEW OF CONFLICT ARE PERFORMED AT THE VARIOUS LEVELS OF THE ORGANIZATION. APPROPRIATE ACTION DEPENDING ON THE CONFLICT IS TAKEN BY MANAGEMENT, KEY EMPLOYEES AND THE BOARD. DISCLOSURE FORMS ARE REQUIRED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS, KEY EMPLOYEES AND MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE PAY AT CITRUS VALLEY HEALTH PARTNERS FOLLOWS MARKET-BASED PAY PRACTICES FOR HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND TYPE IN THE SOUTHERN CALIFORNIA AREA. SALARY RANGES FOR EXECUTIVES WORKING AT CVHP FACILITIES FALL WITHIN THE MIDDLE OF THE MARKET, JUST AS THEY DO FOR ALL EMPLOYEES OF OUR ORGANIZATION. EVERY POSITION IN THE ORGANIZATION HAS A SALARY RANGE ATTACHED TO IT THAT REPRESENTS WHAT OTHERS DOING A SIMILAR JOB IN OTHER ORGANIZATIONS ARE LIKELY TO BE PAID. THE LONG-STANDING PAY PHILOSOPHY FOR CVHP HAS BEEN TO POSITION OUR SALARY RANGES IN THE MIDDLE OF OUR LOCAL LABOR MARKET; WE DON'T WANT TO LAG THE LOCAL MARKET, NOR DO WE WANT TO LEAD THE MARKET, SINCE THAT IS NOT A STRATEGY WE CAN AFFORD TO SUSTAIN OVER TIME. WE RELY ON MARKET STUDIES TO DETERMINE WHERE OUR PAY PRACTICES ARE RELATIVE TO OTHER HOSPITALS IN SOUTHERN CALIFORNIA. FOR EXECUTIVE PAY, WE USE THE NATIONALLY-RECOGNIZED AND RESPECTED FIRM, HAYGROUP, TO ANALYZE OUR EXECUTIVE PAY PROGRAM AND DETERMINE WHERE IT FALLS IN OUR MARKET. THIS STUDY IS PERFORMED EVERY OTHER YEAR. THE MOST RECENT EXECUTIVE COMPENSATION DATA IS DATED OCTOBER 2014. AS PART OF THEIR EXECUTIVE COMPENSATION REVIEW, HAYGROUP ALSO ISSUES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE PAY PROGRAM FOR A NOT-FOR-PROFIT ORGANIZATION LIKE OURS THAT IS SUBJECT TO THE REQUIREMENTS OF SECTION 4958 OF THE INTERNAL REVENUE CODE AND UNITED STATES TREASURY DEPARTMENT REGULATIONS. IN THEIR OCTOBER 16, 2014, OPINION LETTER, HAYGROUP WROTE, WE BELIEVE WE HAVE COMPARED THE EXECUTIVE COMPENSATION TO COMPENSATION AND BENEFITS PAID TO EXECUTIVES OF ORGANIZATIONS WITH LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES, AND AS A RESULT, WE BELIEVE THAT COMPENSATION AND BENEFITS PAID TO THE EXECUTIVES ARE REASONABLE WITHIN THE MEANING OF SECTION 53.4958-4(B)(1)(II)(A) OF THE TREASURY REGULATIONS. THE EXECUTIVE POSITIONS THAT ARE INCLUDED IN THE BIENNIAL EXECUTIVE COMPENSATION REVIEW INCLUDE THE PRESIDENT/CEO, CHIEF MEDICAL OFFICER/CHIEF INFORMATION OFFICER, CHIEF FINANCIAL OFFICER, CHIEF NURSING OFFICER, CHIEF HUMAN RESOURCES OFFICER, CHIEF CLINICAL SERVICES OFFICER, CHIEF STRATEGY OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF TRANSFORMATION OFFICER, CHIEF COMMUNICATIONS & ADVOCACY OFFICER, AND CEO (CITRUS VALLEY HEALTH FOUNDATION). CITRUS VALLEY HEALTH PARTNERS' (CVHP) EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST CVHP IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVE REQUIRED TO ENABLE CVHP TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES CVHP SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND CVHP'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE AND REVENUE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RECRUITING: PROGRAM SERVICE EXPENSES 193,865. MANAGEMENT AND GENERAL EXPENSES 21,541. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,406. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 333,878. MANAGEMENT AND GENERAL EXPENSES 10,806. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 344,684. FORM 990, PART IX, LINE 24E OTHER EXPENSES: PROGRAM SERVICE EXPENSES 472,306. MANAGEMENT AND GENERAL EXPENSES 36,685. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 508,991. EQUIPMENT RENTALS/LEASES: PROGRAM SERVICE EXPENSES 482,881. MANAGEMENT AND GENERAL EXPENSES 1,802. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 484,683. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 297,543. MANAGEMENT AND GENERAL EXPENSES 5,658. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,201. POSTAGE: PROGRAM SERVICE EXPENSES 285,348. MANAGEMENT AND GENERAL EXPENSES 11,238. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 296,586. LICENSES AND TAXES: PROGRAM SERVICE EXPENSES 234,828. MANAGEMENT AND GENERAL EXPENSES 12,848. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 247,676. UTILITIES: PROGRAM SERVICE EXPENSES 111,642. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,642. BANK CHARGES: PROGRAM SERVICE EXPENSES 3,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,001. FORM 990, PART XI, LINE 9: PASSTHROUGH INCOME FROM GLENDORA SURGICAL CENTER -355,705. PASSTHROUGH INCOME (LOSS) FROM PTP'S 30,623. PASSTHROUGH INCOME FROM PTP'S (GAIN/LOSS, ROYALTIES, DIV, INTEREST, -4,312. FORM 990, PART XII, LINES 2B: AUDITED FINANCIAL STATEMENTS THE FINANCIAL STATEMENTS OF CITRUS VALLEY HEALTH PARTNERS, INC. AND ITS AFFILIATES, CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL, CITRUS VALLEY HEALTH FOUNDATION, INC., AND GLENDORA SURGERY CENTER, WERE AUDITED ON A CONSOLIDATED BASIS. FORM 990, PART XII, LINE 2C: AUDIT AND COMPLIANCE COMMITTEE THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT AND COMPLIANCE COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN 2015. FORM 990, PART VII, SECTION A, LINE 1A AND SCHEDULE J: REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS THE OFFICERS REPORTED ON PART VII OF FORM 990 AND SCHEDULE J ARE COMPENSATED BY CITRUS VALLEY HEALTH PARTNERS (CVHP). THE COMPENSATION AMOUNTS DISCLOSED IN PART VII OF FORM 990 AND SCHEDULE J REPRESENT 100% OF THE COMPENSATION PAID BY CVHP TO THE OFFICERS. THE OFFICERS ALSO SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, INC., FOOTHILL PRESBYTERIAN HOSPITAL AND CITRUS VALLEY HEALTH FOUNDATION, INC., ALL AFFILIATES OF THE TAXPAYER. CONSEQUENTLY, IN ACCORDANCE WITH OUR UNDERSTANDING OF THE FORM 990 INSTRUCTIONS, SIMILAR DISLOSURES OF THE TOTAL COMPENSATION OF EACH OF THE OFFICERS ARE MADE ON PART VII AND SCHEDULE J IN EACH OF THE AFOREMENTIONED AFFILIATES 990 RETURNS. FORM 990, PART VII, SECTION A: REPORTABLE HOURS FOR RELATED ORGANIZATIONS THE OFFICERS SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY HEALTH PARTNERS (CVHP), CITRUS VALLEY MEDICAL CENTER, INC. (CVMC), CITRUS VALLEY HOSPICE (CVH), INC., FOOTHILL PRESBYTERIAN HOSPITAL (FPH) AND CITRUS VALLEY HEALTH FOUNDATION, INC. (CVHF), ALL AFFILIATES OF THE TAXPAYER. THE NUMBER OF HOURS DEVOTED BY THE CORPORATE OFFICERS TO THE AFFILIATES ARE AS FOLLOWS: ROBERT CURRY DEVOTED 4, 2, 2, AND 14 HOURS TO FPH, CVH, CVHF, AND CVMC, RESPECTIVELY. RAJESH SHARMA DEVOTED 4, 2, 2, AND 14 HOURS TO FPH, CVH, CVHF, AND CVMC, RESPECTIVELY. FORM 990, PART V, LINE 7H: FILING OF FORM 1098C THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF AUTOMOBILES, BOATS, AIRPLANES OR OTHER VEHICLES. CONSEQUENTLY THERE WERE NO FORMS 1098C FILED. CITRUS VALLEY MEDICAL CENTER INC 140 W COLLEGE STREET PO BOX 6108 COVINA CA 917225108 956006469 ACUTE CARE HOSPITAL CA 501 (C)(3) LINE 3 N/A 0 CITRUS VALLEY HEALTH FOUNDATION INC 140 W COLLEGE STREET PO BOX 6108 COVINA CA 917225108 952534063 EXEMPT ORGANIZATION SUPPORT CA 501 (C)(3) LINE 11A, I N/A 0 CITRUS VALLEY HOSPICE INC 140 W COLLEGE STREET PO BOX 6108 COVINA CA 917225108 953493611 HOME HEALTH & HOSPICE CARE CA 501 (C)(3) LINE 9 N/A 0 FOOTHILL PRESBYTERIAN HOSPITAL 140 W COLLEGE STREET PO BOX 6108 COVINA CA 917225108 952413054 ACUTE CARE HOSPITAL CA 501 (C)(3) LINE 3 N/A 0 GLENDORA SURGERY CENTER 315 E ROUTE 66 101 GLENDORA CA 91740 510492499 OUTPATIENT SURGERY CENTER CA CITRUS VALLEY HEALTH PARTNERS INC S 355705 0.51000 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 CITRUS VALLEY MEDICAL CENTER J 90300 FAIR MARKET VALUE CITRUS VALLEY HOSPICE J 63000 FAIR MARKET VALUE CITRUS VALLEY HOSPICE L 525108 FAIR MARKET VALUE FOOTHILL PREBYTERIAN HOSPITAL L 9714780 FAIR MARKET VALUE CITRUS VALLEY MEDICAL CENTER L 45213074 FAIR MARKET VALUE CITRUS VALLEY MEDICAL CENTER O -129431105 FAIR MARKET VALUE CITRUS VALLEY HEALTH FOUNDATION O -262044 FAIR MARKET VALUE CITRUS VALLEY HOSPICE O -4186214 FAIR MARKET VALUE FOOTHILL PREBYTERIAN HOSPITAL O -386683 FAIR MARKET VALUE FORM 990 SCHEDULE R, PART V, NUMBER 2, CODE O: THE EXECUTIVE SALARIES ARE PROCESSED THROUGH CITRUS VALLEY HEALTH PARTNERS. THE SALARIES REPORTED ON FORM 990 ARE PROCESSED THROUGH CITRUS VALLEY HEALTH PARTNERS. CITRUS VALLEY HEALTH PARTNERS ACTS AS A COMMON PAYMASTER FOR AFFILIATED ENTITIES, CITRUS VALLEY MEDICAL CENTER, CITRUS VALLEY HEALTH FOUNDATION AND CITRUS VALLEY HOSPICE. CITRUS VALLEY HEALTH PARTNERS FILED ONE FORM W-3 WHICH SHOWS A COMBINED NUMBER OF 3,135 EMPLOYEES. THE NUMBER OF EMPLOYEES FOR EACH ENTITY IS REPORTED SEPARATELY ON ITS OWN FORM 990 PART I LINE 5. CITRUS VALLEY MEDICAL CENTER'S FORM 990 REPORTED A TOTAL OF 2,654 EMPLOYEES, CITRUS VALLEY HOSPICE'S FORM 990 REPORTED 87 EMPLOYEES, CITRUS VALLEY HEALTH FOUNDATION'S FORM 990 REPORTED 7 EMPLOYEES AND CITRUS VALLEY HEALTH PARTNER'S FORM 990 REPORTED 387 EMPLOYEES. THE FILING ORGANIZATION FILES ITS OWN FORM W-3, HOWEVER AMOUNTS REPORTED ON SCHEDULE R, PART V, NUMBER 2, CODE O REPRESENT SHARED EMPLOYEE EXPENSES THAT OCCUR BETWEEN THE AFFILIATES.