ST JOSEPH HEALTH SYSTEM FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: ST JOSEPH HEALTH SYSTEM FOUNDATION (EIN 33-0143024)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2016-05-12
IRS object ID: 201601339349305180
Schema version: 2014v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-12T16:00:50-05:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18101 VON KARMAN AVENUE SUITE 1700	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330143024	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HEALTH SYSTEM FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JO ANN ESCASA-HAIGH	InCareOfNm
Business Name Control	STJO	BusinessNameControlTxt
Phone	9493814000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3345 MICHELSON DR STE 100	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JO ANN ESCASA-HAIGH	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9493814000	PhoneNum
Signature	2016-05-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KARA ADAMS	PreparerPersonNm
PTIN	P00023315	PTIN
Phone	9497942300	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	ST JOSEPH HLTH COMMUNITY PRTNSP FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	GABRIELA ROBLES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3345 MICHELSON DR STE 100	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$38,170,400	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Group Exemption	0928	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STJHS.ORG/SJHSPROGRAMS/FOUNDATION	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1985	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	WE PROVIDE FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELL BEING OF THE POOR, AND UTILIZE THE STRENGTH AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	7	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$24,496,900	PYContributionsGrantsAmt
CY Contributions Grants	$30,684,001	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$6,566,166	PYInvestmentIncomeAmt
CY Investment Income	$7,486,399	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$31,063,066	PYTotalRevenueAmt
CY Total Revenue	$38,170,400	CYTotalRevenueAmt
PY Grants And Similar Paid	$17,818,004	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$15,742,205	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$862,385	PYOtherExpensesAmt
CY Other Expenses	$870,795	CYOtherExpensesAmt
PY Total Expenses	$18,680,389	PYTotalExpensesAmt
CY Total Expenses	$16,613,000	CYTotalExpensesAmt
PY Revenues Less Expenses	$12,382,677	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$21,557,400	CYRevenuesLessExpensesAmt
Total Assets BOY	$116,796,766	TotalAssetsBOYAmt
Total Assets EOY	$132,387,085	TotalAssetsEOYAmt
Total Liabilities BOY	$326,688	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$28,635	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$116,470,078	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$132,358,450	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$15,986,791	ExpenseAmt
Grant	$15,742,205	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$15,986,791	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JO ANN ESCASA-HAIGH	PersonNm
Phone	9493814000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3345 MICHELSON DR STE 100	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SR MARIAN SCHUBERT
CHAIRPERSON	5.0	54.0	Yes (X)	Yes (X)	$0	$0	$0
JO ANN ESCASA-HAIGH
BOARD MEMBER/CFO-SJHS	4.0	52.0	Yes (X)	Yes (X)	$0	$731,859	$36,805
ANNETTE WALKER
BOARD MEMBER	2.0	52.0	Yes (X)		$0	$931,310	$46,558
KATHY HAYES
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
DOTTIE ANDREWS
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
JAIME MUNOZ
BOARD MEMBER/SECRETARY	4.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
LEAH ERSOYLU
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
SORA PARK TANJASIRI DRPH
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
JOSEPH CARRILLO MD
BOARD MEMBER	2.0	0.0	Yes (X)		$0	$0	$0
GABRIELA ROBLES
VICE PRESIDENT	40.0	0.0		Yes (X)	$0	$197,353	$22,320
DEBORAH PROCTOR
FORMER CEO/CHAIRPERSON	0.0	52.0			$0	$5,264,972	$28,582	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$7,125,494	TotReportableCompRltdOrgAmt
Total Other Compensation	$134,265	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$0	FundraisingAmt
Related Organizations	$30,674,000	RelatedOrganizationsAmt
All Other Contributions	$10,001	AllOtherContributionsAmt
Noncash Contributions	$0	NoncashContributionsAmt
Total Contributions	$30,684,001	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,486,399	TotalRevenueColumnAmt
Exclusion	$7,486,399	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$38,170,400	TotalRevenueColumnAmt
Exclusion	$7,486,399	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$15,592,205	TotalAmt
Program Services	$15,592,205	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$150,000	TotalAmt
Program Services	$150,000	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$619,301	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$619,301	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$181,187	TotalAmt
Program Services	$174,279	ProgramServicesAmt
Management And General	$6,908	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,326	TotalAmt
Program Services	$2,326	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$62,225	TotalAmt
Program Services	$62,225	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,756	TotalAmt
Program Services	$5,756	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,613,000	TotalAmt
Program Services	$15,986,791	ProgramServicesAmt
Management And General	$626,209	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$3,401,818	BOYAmt
EOY	$4,053,743	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,910,000	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$107,979,494	BOYAmt
EOY	$122,824,385	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,505,454	BOYAmt
EOY	$5,508,957	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$116,796,766	BOYAmt
EOY	$132,387,085	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$326,688	BOYAmt
EOY	$28,635	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$326,688	BOYAmt
EOY	$28,635	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$116,460,191	BOYAmt
EOY	$132,338,563	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,887	BOYAmt
EOY	$19,887	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$116,470,078	BOYAmt
EOY	$132,358,450	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$116,796,766	BOYAmt
EOY	$132,387,085	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$21,557,400	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,669,028	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,436,200	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$21,052,895	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,458,900	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,496,900	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,674,000	CurrentTaxYearAmt
Total	$118,118,895	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,436,200	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$21,052,895	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,458,900	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,496,900	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,674,000	CurrentTaxYearAmt
Total	$118,118,895	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$118,118,895	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,106,600	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,689,718	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,861,091	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,566,165	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,486,399	CurrentTaxYearAmt
Total	$28,709,973	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$146,828,868	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.80447	PublicSupportCY170Pct
Public Support PY170	0.82128	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp
Other Land Buildings		OtherLandBuildingsGrp
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, LINE 2	FormAndLineReferenceDesc
Explanation	CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) 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 JUNE 30, 2015 OR 2014.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa	Grantmaking	$50,000
South Asia	Grantmaking	$70,000
Sub-Saharan Africa	Grantmaking	$30,000

Field	Value	IRS element (for citing)
Subtotal Spent	$150,000	SubtotalSpentAmt
Total Spent	$150,000	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North Africa	Rebuild Hospital in Haiti	$20,000	CHECK
South Asia	DISASTER RELIEF - EARTHQUAKE	$70,000	CHECK
Middle East and North Africa	WELLNESS AND PREVENTION	$30,000	CHECK
Sub-Saharan Africa	EMERGENCY FOOD & SHELTER	$30,000	CHECK

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART 1, LINE 2	Procedures for Monitoring Use of Grants FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS OF THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES.
SCHEDULE F, PART I, LINE 3, COLUMN (F) AND PART II, LINE 1, COLUMN (E)	ORGANIZATION'S METHOD FOR ACCOUNTING FOR GRANTS ST. JOSEPH HEALTH SYSTEM FOUNDATION USES THE ACCRUAL METHOD FOR ACCOUNTING FOR GRANTS.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (69 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ST JOSEPH HOSPITAL OF ORANGE
1100 W STEWART DRIVE	ORANGE	CA	92868	951643359	501(c)(3)	$1,535,222	CARE FOR THE POOR/WELLNESS&PREVENTION
ST JUDE MEDICAL CENTER
101 E VALENCIA MESA DRIVE	FULLERTON	CA	92835	951643325	501(c)(3)	$3,224,990	CARE FOR THE POOR
ST MARY MEDICAL CENTER
18300 HIGHWAY 18	APPLE VALLEY	CA	92307	951914489	501(c)(3)	$794,187	CARE FOR THE POOR
QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREET	NAPA	CA	94558	941243669	501(c)(3)	$400,004	CARE FOR THE POOR/WELLNESS&PREVENTION
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DRIVE	SANTA ROSA	CA	95405	941231005	501(c)(3)	$2,145,068	CARE FOR THE POOR/WELLNESS&PREVENTION
ST JOSEPH HOSPITAL-EUREKA
2700 DOLBEER STREET	EUREKA	CA	95501	941156596	501(c)(3)	$397,500	CARE FOR THE POOR
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DR	FORTUNA	CA	95540	941384665	501(c)(3)	$352,500	CARE FOR THE POOR
COVENANT HEALTH SYSTEM
3615 19TH STREET	LUBBOCK	TX	79410	752765566	501(c)(3)	$2,102,294	CARE FOR THE POOR
MISSION HOSPITAL REGIONAL MEDICAL CENTER
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	951643360	501(c)(3)	$1,521,140	CARE FOR THE POOR
PETALUMA VALLEY HOSPITAL
400 NORTH MCDOWELL BLVD	PETALUMA	CA	94954	680395200	501(c)(3)	$190,000	CARE FOR THE POOR
INTERVAL HOUSE
PO BOX 3356	SEAL BEACH	CA	90740	953389113	501(c)(3)	$35,000	EMERGENCY FOOD & SHELTER
ORANGE COUNTY RESCUE MISSION
ONE HOPE DR	TUSTIN	CA	92782	952479552	501(c)(3)	$25,000	EMERGENCY FOOD & SHELTER
SECOND HARVEST FOOD BANK OF ORANGE COUNTY
8014 MARINE WAY	IRVINE	CA	92618	320362611	501(c)(3)	$35,000	EMERGENCY FOOD & SHELTER
FOOD FOR THE PEOPLE INC
307 W 14TH ST	EUREKA	CA	95501	942772549	501(c)(3)	$35,000	EMERGENCY FOOD & SHELTER
HUMBOLDT SENIOR RESOURCE CENTER
1910 CALIFORNIA STREET	EUREKA	CA	95501	942261434	501(c)(3)	$40,000	EMERGENCY FOOD & SHELTER
COLETTE'S CHILDREN'S HOUSE
7372 PRINCE DR STE 106	HUNTINGTON BEACH	CA	92647	911939140	501(c)(3)	$25,000	EMERGENCY FOOD & SHELTER
PATHWAYS OF HOPE
514 W AMERIAGE	FULLERTON	CA	92832	330147739	501(c)(3)	$19,000	EMERGENCY FOOD & SHELTER
CATHOLIC CHARITIES SAN BERNARDINORIVERSIDE
1450 N D STREET	SAN BERNARDINO	CA	92405	953516461	501(c)(3)	$40,000	EMERGENCY FOOD & SHELTER
DESERT MANNA
201 N 1ST AVE STE B	BARSTOW	CA	92311	330264040	501(c)(3)	$32,000	EMERGENCY FOOD & SHELTER
CTHLC CHARITIES OF THE DIOCESE SANTA ROSA
987 AIRWAY COURT	SANTA ROSA	CA	95403	942479393	501(c)(3)	$35,000	EMERGENCY FOOD & SHELTER
FAMILIES FORWARD
9221 IRVINE BLVD	IRVINE	CA	92618	330086043	501(c)(3)	$25,000	EMERGENCY FOOD & SHELTER
FRIENDSHIP SHELTER
1335 S COAST HWY	LAGUNA BEACH	CA	92651	330214404	501(c)(3)	$25,000	EMERGENCY FOOD & SHELTER
COMMUNITY ACTION NAPA VALLEY
2310 LAUREL STREET STE 1	NAPA	CA	94558	941610851	501(c)(3)	$60,000	EMERGENCY FOOD & SHELTER
COMMUNITY SERVICE PROGRAMS INC
12221 E DYER ROAD STE 120	SANTA ANA	CA	92705	953167866	501(c)(3)	$25,000	EMERGENCY FOOD & SHELTER
CHARITABLE VENTURES OF ORANGE COUNTY
1505 E 17TH ST STE 101	SANTA ANA	CA	92705	208756660	501(c)(3)	$13,100	COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY SUPPO
OPRTN ACCESS-SONOMA PROG UNINSURED PATS
1119 MARKET ST STE 400	SAN FRANCISCO	CA	94103	943180356	501(c)(3)	$10,000	COORDINATE SURGICAL & SPECIALITY CARE FOR UNINSURED
CALIFORNIA CENTER FOR RURAL POLICY
1 HARPST ST	ARCATA	CA	95521	946050071	501(c)(3)	$80,000	COMMUNITY BUILDING INITIATIVE
DELHI CENTER
505 E CENTRAL AVE	SANTA ANA	CA	92705	952620952	501(c)(3)	$100,000	COMMUNITY BUILDING INITIATIVE
THE KENNEDY COMMISSION
17701 COWAN AVE STE 200	IRVINE	CA	92614	330959380	501(c)(3)	$80,000	COMMUNITY BUILDING INITIATIVE
OAK VIEW RENEWAL PARTNERSHIP
17241 OAK LANE	HUNTINGTON BEACH	CA	92647	611495237	501(c)(3)	$100,000	COMMUNITY BUILDING INITIATIVE
OC HUMAN RELATIONS
1300 S GRAND AVE BLDG B	SANTA ANA	CA	92705	330438086	501(c)(3)	$80,000	COMMUNITY BUILDING INITIATIVE
COMMUNITY ACTION PARTNERSHIP ORANGE COUNTY
11870 MONARCH ST	GARDEN GROVE	CA	92841	952452787	501(c)(3)	$135,000	CMTY BLDG INITIATIVE/EMRGNCY FOOD&SHELTR
REDWOOD COMMUNITY ACTION AGENCY
904 G ST	EUREKA	CA	95501	942646370	501(c)(3)	$135,000	CMTY BLDG INITIATIVE/EMRGNCY FOOD&SHELTR
ACCESSOC SOUTHERN CALIFORNIA
1505 EAST 17TH STREET STE 209	SANTA ANA	CA	92705	455011901	501(c)(3)	$50,000	WELLNESS&PREVENTION
ARCATA HOUSE
1005 11TH ST	ARCATA	CA	95521	943163269	501(c)(3)	$65,000	WELLNESS&PREVENTION/EMRGNCY FOOD&SHELTER
AREA AGENCY ON AGING SERVING NAPA & SOLANO
400 CONTRA COSTA ST	VALLEJO	CA	94590	942742309	501(c)(3)	$50,000	WELLNESS&PREVENTION
BIRTH CHOICE HEALTH CLINICS
92 ARGONAUT STE 205	ALISO VIEJO	CA	92656	330150193	501(c)(3)	$30,000	WELLNESS&PREVENTION
CAMINO HEALTH CENTER
30300 CAMINO CAPISTRANO	SAN JUAN CAPISTRANO	CA	92675	330574214	501(c)(3)	$35,000	WELLNESS&PREVENTION
CASA TERESA
123 W MAPLE	ORANGE	CA	92866	953251986	501(c)(3)	$71,150	WELLNESS&PREVENTION/EMRGNCY FOOD&SHELTER
CHILDREN'S HEALTH INITIATIVE NAPA COUNTY
2140 JEFFERSON ST STE D	NAPA	CA	94559	251924934	501(c)(3)	$15,000	WELLNESS&PREVENTION
FAMILY ASSISTANCE MINISTRIES
14030 CALLE NEGOCIO	SAN CLEMENTE	CA	92673	330864870	501(c)(3)	$85,000	WELLNESS&PREVENTION/EMRGNCY FOOD&SHELTR
FAMILY SERVICE OF NAPA VALLEY
709 FRANKLIN ST	NAPA	CA	94559	941236934	501(c)(3)	$25,000	WELLNESS&PREVENTION
FIT TO BE KIDS
20 EGRET LANE	ALISO VIEJO	CA	92656	453171471	501(c)(3)	$30,000	WELLNESS&PREVENTION
HEALTHY SMILES FOR KIDS OF ORANGE COUNTY
10602 CHAPMAN AVE STE 200	GARDEN GROVE	CA	92840	383675065	501(c)(3)	$50,000	WELLNESS&PREVENTION
HUMBOLDT CHILDREN'S HEALTH COALITION
529 I STREET	EUREKA	CA	95501	237310660	501(c)(3)	$50,000	WELLNESS&PREVENTION
INTEGRATED COMMUNITY HEALTHCARE SOLUTIONS
8352 COMMONWEALTH AVE	BUENA PARK	CA	90621	030437935	501(c)(3)	$40,000	WELLNESS&PREVENTION
LA HABRA COMMUNITY FOUNDATION
1874 DOROTHEA RD	LA HABRA HEIGHTS	CA	90631	311645363	501(c)(3)	$25,000	WELLNESS&PREVENTION
LAGUNA BEACH COMMUNITY CLINIC
362 THIRD STREET	LAGUNA BEACH	CA	92651	952637633	501(c)(3)	$50,000	WELLNESS&PREVENTION
LATINO HEALTH ACCESS
450 W 4TH ST STE 130	SANTA ANA	CA	92701	330562943	501(c)(3)	$42,840	WELLNESS&PREVENTION
LEGAL AID OF NAPA VALLEY
1001 SECOND STREET STE 225	NAPA	CA	94559	941649624	501(c)(3)	$35,500	WELLNESS&PREVENTION
LESTONNAC FREE CLINIC
1215 E CHAPMAN AVE	ORANGE	CA	92866	953499011	501(c)(3)	$25,000	WELLNESS&PREVENTION
MARY'S SHELTER
18221 E 17TH ST	SANTA ANA	CA	92705	330203768	501(C)(3)	$50,000	WELLNESS&PREVENTION
MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY
822 TOWN COUNTY ROAD	ORANGE	CA	92865	952036972	501(C)(3)	$50,000	WELLNESS&PREVENTION
MOMS ORANGE COUNTY
1128 W SANTA ANA BLVD	SANTA ANA	CA	92703	330518078	501(C)(3)	$50,000	WELLNESS&PREVENTION
NAPA VALLEY HOSPICE AND ADULT DAY SERVICES
414 SOUTH JEFFERSON STREET	NAPA	CA	94559	680393144	501(C)(3)	$40,000	WELLNESS&PREVENTION
ON THE MOVE
780 LINCOLN AVE	NAPA	CA	94558	753149095	501(C)(3)	$71,250	WELLNESS&PREVENTION
ONEOC
1901 E 4TH ST STE 100	SANTA ANA	CA	92705	952021700	501(C)(3)	$105,000	WELLNESS&PREVENTION/SPONSORSHIPS
OPEN DOOR COMMUNITY HEALTH CENTERS INC
670 NINTH ST STE 203	ARCATA	CA	95521	952671433	501(C)(3)	$50,000	WELLNESS&PREVENTION
ORANGE CHILDREN & PARENTS TOGETHER INC
1063 N GLASSELL STREET	ORANGE	CA	92867	953062939	501(C)(3)	$22,000	WELLNESS&PREVENTION
OC ASIAN PACIFIC ISLANDER CMNTY ALLIANCE
12900 GARDEN GROVE BLVD STE 214A	GARDEN GROVE	CA	92843	912047245	501(C)(3)	$41,960	WELLNESS&PREVENTION
PROVIDENCE SPEECH AND HEARING CENTER
1301 PROVIDENCE AVE	ORANGE	CA	92868	956154473	501(C)(3)	$25,000	WELLNESS&PREVENTION
REDWOOD EMPIRE FOOD BANK
3990 BRICKWAY BLVD	SANTA ROSA	CA	95403	680121855	501(C)(3)	$85,000	WELLNESS&PREVENTION/EMRGNCY FOOD&SHELTER
SERVE THE PEOPLE COMMUNITY HEALTH CENTER
1206 E 17TH ST STE 204	SANTA ANA	CA	92701	270421556	501(C)(3)	$30,300	WELLNESS&PREVENTION
SHARE OURSELVES
1550 SUPERIOR AVE	COSTA MESA	CA	92627	953222316	501(C)(3)	$80,000	WELLNESS&PREVENTION/EMRGNCY FOOD&SHELTER
ST JOHN OF GOD HEALTH CARE SERVICES
13333 PALMDALE ROAD	VICTORVILLE	CA	92392	953806996	501(C)(3)	$87,000	WELLNESS&PREVENTION
TALLER SAN JOSE
801 NORTH BROADWAY	SANTA ANA	CA	92701	593816355	501(C)(3)	$50,000	WELLNESS&PREVENTION
THE CAMBODIAN FAMILY
1626 E 4TH ST	SANTA ANA	CA	92701	953854831	501(C)(3)	$15,000	WELLNESS&PREVENTION
THOMAS HOUSE TEMPORARY SHELTER
12601 MORNINGSIDE AVE UNIT 6	GARDEN GROVE	CA	92843	330204757	501(C)(3)	$35,000	WELLNESS&PREVENTION
VICTOR VLLY DOMESTIC VIOLENCEA BETTER WAY
PO BOX 2825	VICTORVILLE	CA	92393	931067826	501(C)(3)	$47,000	WELLNESS&PREVENTION/EMRGNCY FOOD&SHELTER

Field	Value	IRS element (for citing)
Total501c3 Org	69	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	DESCR OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITTMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS ON THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JO ANN ESCASA-HAIGH
BOARD MEMBER/CFO-SJHS	$0	$456,024	$0	$148,369	$0	$127,466	$0	$13,000	$0	$23,805	$0	$768,664	$0	$0
ANNETTE WALKER
BOARD MEMBER	$0	$545,309	$0	$209,666	$0	$176,335	$0	$13,000	$0	$33,558	$0	$977,868	$0	$0
GABRIELA ROBLES
VICE PRESIDENT	$0	$154,932	$0	$18,855	$0	$23,566	$0	$11,045	$0	$11,275	$0	$219,673	$0	$0
DEBORAH PROCTOR
FORMER CEO/CHAIRPERSON	$0	$1,238,384	$0	$591,111	$0	$3,435,477	$0	$17,977	$0	$10,605	$0	$5,293,554	$0	$3,125,828

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FORM 990, SCHEDULE J, PART I, LINE 3

SUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION'S VICE PRESIDENT IS PAID BY ITS TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM.

FORM 990, SCHEDULE J, PART I, LINE 4B

EXECUTIVES PREVIOUSLY COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED 457(F) PAYMENTS DURING THE YEAR: PROCTOR, DEBORAH $514,828. ST. JOSEPH HEALTH SYSTEM EXECUTED A MARKET-COMPETITIVE SUPPLEMENTAL RETIREMENT PLAN AGREEMENT WITH DEBORAH PROCTOR, CHIEF EXECUTIVE OFFICER. THE PLAN VESTED FROM HER HIRE DATE OF NOVEMBER 2004 THROUGH DECEMBER 2013. OTHER REPORTABLE COMPENSATION INCLUDES A PAYOUT OF $2,611,000, WHICH WAS PREVIOUSLY DISCLOSED IN RETIREMENT AND OTHER DEFERRED COMPENSATION IN THE YEAR OF VESTING.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1	ORGANIZATION'S MISSION ESTABLISHED 29 YEARS AGO, THE ST. JOSEPH HEALTH SYSTEM FOUNDATION (ALSO KNOWN AS THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND) WAS THE VISION OF THE SISTERS OF ST. JOSEPH OF ORANGE WITH A MISSION TO SERVE AS AN EXTENSION OF CHRIST'S HEALING MINISTRY, BY PROVIDING FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELLBEING OF THE ECONOMICALLY POOR, AND UTILIZING THE STRENGTHS AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. THIS IS ACCOMPLISHED BY MANAGING AND ALLOCATING RESOURCES TO COMMUNITIES AND PARTNERS OF GOODWILL ENGAGED IN INNOVATIVE AND EFFECTIVE INITIATIVES TO SERVE THE COMMON GOOD.
FORM 990, PART III, LINE 4A	DESCRIPTION OF PROGRAM SERVICES REALIZING OUR MISSION AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), THE ST. JOSEPH HEALTH SYSTEM FOUNDATION IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. WE ARE COMMITTED TO THREE SYSTEM WIDE MISSION OUTCOMES: 1) SACRED ENCOUNTER, 2) PERFECT CARE AND 3) HEALTHIEST COMMUNITIES. 1.) EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTERS HAS A DIRECT CONNECTION TO OUR OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. 2.) ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. OVER 350 YEARS AGO, THE FOUNDER OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH CRAFTED A MESSAGE IN A PROPHETIC LETTER TO SPUR THE GROWTH OF A "LITTLE DESIGN." IT WAS TO BE A NEW FORM OF ASSOCIATION OF WOMEN, WHOSE MEMBERS WOULD CONSECRATE THEIR LIVES TO GOD, LIVE TOGETHER IN SMALL GROUPS, AND COMBINE A LIFE OF PRAYER WITH AN ACTIVE MINISTRY TO THE SICK AND THE POOR. TODAY, CARRYING ON FATHER MEDAILLE'S INSPIRATION, WE ARE CULTIVATING THE SEEDS OF A BOLD CONCEPT IN HEALTHCARE... PERFECT CARE. HIS WORDS ARE AS RELEVANT TO US TODAY AS THEY WERE FOR THE SISTER IN 1650. "GIVE YOUR FULL ATTENTION TO THE ACTIONS YOU PERFORM, REMOVE FROM THEM THE SLIGHTEST IMPERFECTIONS, AND TRY TO OBSERVE ALL CONDITIONS NECESSARY TO MAKE THEM PERFECT. ONE ACTION DONE WELL IS WORTH A HALF DOZEN DONE HALF-HEARTEDLY". JEAN PIERRE MEDAILLE, SJ-MAXIM 14:4. 3.) THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. WHO WE ARE AND WHAT WE DO ORGANIZATIONAL COMMITMENT WE BELIEVE WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF LOW-INCOME FAMILIES AND INDIVIDUALS SERVED BY OUR MINISTRIES. IN 1986, ST. JOSEPH HEALTH (SJH) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE CARE SERVICES, SJH CREATED THE COMMUNITY PARTNERSHIP FUND (THE FUND) TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS RESIDING IN ITS LOCAL COMMUNITIES. POLICY 13 IN ITS FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES THE PROCESS BY WHICH ALL HOSPITAL MINISTRIES CONTRIBUTE 10% OF NET INCOME TO THE FUND. OVER THE LAST 28 YEARS, THE COMMUNITY PARTNERSHIP FUND HAS CONTRIBUTED OVER $246 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING THE HOSPITALS. THROUGH THE FUND'S STRATEGIC GRANT MAKING PROGRAMS, SIGNIFICANT OUTCOMES HAVE BEEN ACHIEVED IN COMMUNITY HEALTH SETTINGS AND CLINICS, NONPROFIT ORGANIZATIONS, AND LOCAL SJH HOSPITAL MINISTRIES. THE COMMUNITY PARTNERSHIP FUND HAS FOUR FUNDING INITIATIVES: WELLNESS AND PREVENTION INITIATIVE, COMMUNITY BUILDING INITIATIVE, EMERGENCY FOOD AND SHELTER INITIATIVE, AND THE DISASTER RELIEF INITIATIVE. BELOW WE OUTLINE THE TOP THREE INITIATIVES AS MEASURED BY PROGRAM EXPENSE. WELLNESS AND PREVENTION INITIATIVE THE SJH COMMUNITY PARTNERSHIP FUND SEEKS TO PROMOTE THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN COMMUNITIES SURROUNDING OUR HOSPITALS THROUGH THE WELLNESS AND PREVENTION INITIATIVE. BY FUNDING PROACTIVE PROGRAMS THROUGH THE GRANT CYCLES OF THE WELLNESS AND PREVENTION INITIATIVE, THE FUND SEEKS TO ELIMINATE THE NEED FOR CATASTROPHIC CARE AND ITS ASSOCIATED SOCIAL, EMOTIONAL AND ECONOMIC COSTS. THE TITLE OF THE INITIATIVE DESCRIBES ITS CENTRAL VISION AND STRATEGIC FOCUS. WELLNESS PROGRAMS ADDRESS THE HEALTH AND WELL-BEING OF THE INDIVIDUAL OR COMMUNITY AT RISK OR WITH PRE-EXISTING HEALTH CONDITIONS. PREVENTION PROGRAMS ARE PART OF A COMPREHENSIVE STRATEGY TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE IN OUR LOCAL COMMUNITIES WHILE REDUCING THE DEMAND FOR HIGH-COST MEDICAL SERVICES. PARTNERING WITH OTHER ORGANIZATIONS TO ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME COMMUNITIES IS AT THE CORE OF THE INITIATIVE. THE FUND SEEKS TO SUPPORT PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME COMMUNITIES IN ALL AREAS OF HEALTH INCLUDING BODY, MIND AND SPIRIT. AMOUNT GRANTED IN FY 2015 $2,000,000 CAMINO HEALTH CENTER CAMINO HEALTH CENTER'S DENTAL CLINIC WAS AWARDED $35,000 TO INCREASE ACCESS TO SERVICES. FUNDING SUPPORTED CHANGES THAT RESULTED IN INCREASED APPOINTMENT ACCESS AND IMPROVED WORKFLOW PROCESSES AND INFORMATION TECHNOLOGY (IT) SYSTEMS, INCLUDING AN ELECTRONIC DENTAL HEALTH RECORD (EHR) AND DIGITAL X-RAY SYSTEM. FAMILY SERVICE OF NAPA VALLEY FAMILY SERVICE OF NAPA VALLEY WAS AWARDED $25,000 TO PROVIDE ACCESSIBLE AND AFFORDABLE MENTAL HEALTH TREATMENT SERVICES TO NAPA COUNTY RESIDENTS WHO ARE LOW-INCOME AND UNDERSERVED. THIS ONGOING PROGRAM PROVIDES PROFESSIONAL COUNSELING TO INDIVIDUALS, COUPLES, AND FAMILIES OF ALL AGES IN BOTH ENGLISH AND SPANISH. IT IS DESIGNED TO HELP VULNERABLE AND AT-RISK MEMBERS OF THE COMMUNITY LEARN THE COPING SKILLS TO REDUCE THEIR LEVEL OF EMOTIONAL DISTRESS AND IMPROVE THEIR DAILY FUNCTIONING. LESTONNAC FREE CLINIC LESTONNAC FREE CLINIC'S SPECIALTY CARE PROGRAM WAS AWARDED $25,000 TO PROVIDE LOW-INCOME, UNINSURED INDIVIDUALS IN ORANGE COUNTY ACCESS TO FREE SPECIALTY CARE MEDICAL SERVICES. THE PROGRAM IS COMPRISED OF THE CLINIC'S 60 VOLUNTEER SPECIALTY CARE DOCTORS, WHO SERVE THE CLINIC'S PATIENTS AS WELL AS PATIENTS REFERRED FROM OTHER COMMUNITY CLINICS IN ORANGE COUNTY, AT NO COST. COMMUNITY BUILDING INITIATIVE THE COMMUNITY BUILDING INITIATIVE (CBI) WAS CREATED IN 2000 AS A MAJOR COMMITMENT TO MEETING THE COMMUNITY PARTNERSHIP FUND'S MISSION. THE FUND'S DESIRED LONG-TERM VISION FOR ITS COMMUNITY BUILDING INITIATIVE IS THE DEVELOPMENT OF RESIDENT-BASED CAPACITY TO DETERMINE AND IMPLEMENT POSITIVE CHANGE IN LOW INCOME COMMUNITIES. THIS CAPACITY IS DEVELOPED THROUGH COMMUNITY-BASED WORK ON ONE ISSUE OF CONCERN TO THE COMMUNITY. AMOUNT FUNDED IN FY 2015 $640,000 IN FY15 THREE PLANNING GRANTS IN THE AMOUNT OF $240,000 ($80,000 EACH) WERE AWARDED TO THE CALIFORNIA CENTER FOR RURAL POLICY IN HUMBOLDT, CA THE KENNEDY COMMISSION IN SANTA ANA, CA, AND ORANGE COUNTY HUMAN RELATIONS. FOUR IMPLEMENTATION GRANTS IN THE AMOUNT OF $400,000 ($100,000 EACH) RECEIVED CONTINUED FUNDING: REDWOOD COMMUNITY ACTION PARTNERSHIP IN LOLETA, CA, THE COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY, DELHI CENTER, AND OAK VIEW RENEWAL PARTNERSHIP. EMERGENCY FOOD AND SHELTER INITIATIVE AS A RESPONSE TO THE CURRENT ECONOMIC CLIMATE, THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND CREATED A FUNDING INITIATIVE FOCUSED ON EMERGENCY FOOD AND SHELTER PROGRAMS. EMERGENCY FOOD AND SHELTER PROGRAMS MUST PROVIDE DIRECT SERVICES IN AT LEAST ONE OF THE FOLLOWING AREAS: FOOD (FOOD PANTRY PURCHASES, FOOD DISTRIBUTION, MEAL SITES) AND/OR SHELTER (EMERGENCY SHELTER, SHELTER VOUCHERS, RENT, MORTGAGE OR UTILITY ASSISTANCE). AMOUNT GRANTED IN FY 2015 $750,000 CATHOLIC CHARITIES OF SAN BERNARDINO/RIVERSIDE THE H.E.L.P.S. PROGRAM WAS AWARDED $40,000 TO PROVIDE THE FOLLOWING SERVICES TO LOW-INCOME AND HOMELESS FAMILIES AND INDIVIDUALS: FOOD DISTRIBUTION (FOOD VOUCHERS, GIFT CERTIFICATES, FOOD BOXES, SENIOR FOOD PROGRAM); SHELTER PROGRAM (MOTEL VOUCHERS); RENTAL ASSISTANCE (EVICTION/FORECLOSURE PREVENTION, FIRST MONTH'S RENT, SECURITY DEPOSIT, AND/OR CREDIT CHECK); AND UTILITY ASSISTANCE (DEPOSITS, RECONNECTION FEES, AND PAYMENTS FOR ELECTRICITY, GAS, WATER, OR PROPANE USAGE). FOOD FOR PEOPLE FOOD FOR PEOPLE WAS AWARDED $35,000 TO CONTINUE TO PROVIDE DELIVERY OF MORE THAN 40,000 LBS. OF FOOD PER MONTH TO 15 OFF SITE FOOD PANTRIES AND FOUR CONGREGATE MEAL SITES LOCATED UP TO 140 MILES APART. THE MAJORITY ARE LOCATED IN FOOD DESERTS WITH HIGH RATES OF POVERTY, REACHING 10,715 PEOPLE PER MONTH. FOOD FOR PEOPLE ALSO SERVED 75 CHILDREN WEEKLY THROUGH THE BACKPACKS FOR KIDS WEEKEND HUNGER RELIEF PROGRAM AND PURCHASED ADDITIONAL INFANT AND CHILD-FRIENDLY FOOD ITEMS FOR AN ESTIMATED 500 CHILDREN. SECOND HARVEST FOOD BANK OF ORANGE COUNTY SECOND HARVEST FOOD BANK WAS AWARDED $35,000 TO SUPPORT THE FARM TO FAMILY PROGRAM. SECOND HARVEST ACQUIRES MORE THAN 3.5 MILLION POUNDS OF FRESH FRUITS AND VEGETABLES FROM DISTRIBUTION CENTERS AND FARMS THROUGHOUT CALIFORNIA EACH YEAR. PRODUCE IS DELIVERED TO SECOND HARVEST'S DISTRIBUTION CENTER EACH WEEK, WHERE IT IS INSPECTED AND SORTED FOR DELIVERY. FRUITS AND VEGETABLES ACQUIRED THROUGH FARM TO FAMILY ARE SUBSEQUENTLY DISTRIBUTED TO FOOD-INSECURE RE
FORM 990, PART VI, LINE 6	DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS ST JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION.
FORM 990, PART VI, LINE 7A	DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS ST. JOSEPH HEALTH SYSTEM FOUNDATION HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR.
FORM 990, PART VI, LINE 7B	DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS.
FORM 990, PART VI, LINE 11B	DESCR THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AND WAS REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD AT THE MARCH 2016 BOARD MEETING. DURING THE BOARD MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990.
FORM 990, PART VI, LINE 12C	OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT IN CONNECTION WITH THAT INDIVIDUAL SATISFYING THEIR FIDUCIARY OBLIGATIONS TO THE ORGANIZATION. DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WITH GUIDANCE FROM THE ST. JOSEPH HEALTH SYSTEM CHIEF COMPLIANCE OFFICER (CCO), THE CHIEF EXECUTIVE AND/OR THE GOVERNING BOARD CHAIRPERSON, AS APPROPRIATE, CONSIDERS THE MATTER INITIALLY. IF THE MATTER CANNOT BE RESOLVED AT THAT LEVEL, THE MATTER IS ESCALATED TO THE CCO. THE CCO, IN CONSULTATION WITH THE ST. JOSEPH HEALTH SYSTEM GENERAL COUNSEL, REVIEWS THE MATTER AND PRESENTS RECOMMENDATIONS TO THE GOVERNING BOARD AND/OR BOARD COMMITTEE, AS APPROPRIATE, FOR DISCUSSION AND VOTE. THE INDIVIDUAL WHOSE POTENTIAL CONFLICT IS BEING REVIEWED MAY BE REQUESTED TO BE PRESENT DURING ANY MEETING IN WHICH THE BOARD OR BOARD COMMITTEE CONDUCTS ITS EVALUATION BUT SHALL BE EXCUSED FOR ANY DISCUSSION OR VOTE. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE.
FORM 990, PART VI, LINES 15A & 15B	THE VICE PRESIDENT OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF) IS NOT COMPENSATED BY SJHSF FOR HER SERVICES AS VP OF SJHSF. HER COMPENSATION IS PAID BY RELATED ORGANIZATION ST. JOSEPH HEALTH SYSTEM. EXECUTIVE COMPENSATION IS APPROVED BY THE ST. JOSEPH HEALTH SYSTEM EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE REVIEWS COMPARABILITY DATA PREPARED FOR AND COMPILED BY THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE, A COMMITTEE OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES COMPRISED OF INDEPENDENT MEMBERS. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE ACTS IN ACCORDANCE WITH A COMMITTEE CHARTER APPROVED BY THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES AND AN EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER DIRECTS THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND TO APPROVE PROGRAM CHANGES, AS NECESSARY, TO ENSURE ALIGNMENT WITH THE STATED PHILOSOPHY AND ENSURE CONTINUED COMPLIANCE WITH FEDERAL AND STATE REGULATIONS ON BEHALF OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS RETENTION OF KEY MANAGEMENT TALENT. THE EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF FOR PROFIT AND NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. ST. JOSEPH HEALTH SYSTEM PROVIDES COMPENSATION TO ITS EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO ENSURE COMPENSATION PHILOSOPHY ADHERENCE AND GENERAL FAIR MARKET VALUE COMPENSATION, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA AND ENGAGES LEGAL COUNSEL AND CONSULTING SUPPORT, AS NEEDED. THEY USE THIS INFORMATION TO SUPPORT ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE MEETS AT LEAST 3 TIMES A YEAR AND TAKES ACTION IN EXECUTIVE SESSION. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. A FULL COMPENSATION REVIEW IS CONDUCTED ON A BIENNIAL BASIS AND THE LAST REVIEW WAS PERFORMED IN JUNE 2015. DURING THE YEAR, THE ST. JOSEPH HEALTH SYSTEM EXECUTIVE COMMITTEE REVIEWED AND APPROVED ANY CHANGES IN COMPENSATION FOR KEY EXECUTIVES PREDICATED ON THE ANALYSIS AND RECOMMENDATION BY AN INDEPENDENT THIRD PARTY CONSULTING FIRM WITH EXPERTISE IN HEALTHCARE EXECUTIVE COMPENSATION. IN ADDITION, ANNUAL INCENTIVE AWARDS ARE REVIEWED AND APPROVED PRIOR TO PAYMENT CONSISTENT WITH THE MOST RECENT COMPENSATION BIENNIAL REVIEW AND IN ACCORDANCE WITH THE PLAN DOCUMENT. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES WHICH ARE SUBSEQUENTLY APPROVED AT THE COMMITTEE MEETING.
FORM 990, PART VI, LINE 19	AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE.
FORM 990, PART IX, LINE 11A	MANAGEMENT FEES A MANAGEMENT FEE PAID TO ST. JOSEPH HEALTH SYSTEM (SJHS) INCLUDES TIME FOR AN EXECUTIVE DIRECTOR, GRANT MANAGER AND A PROGRAM OFFICER. ALL ARE ON THE PAYROLL OF SJHS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (32 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
COVENANT HEALTH NETWORK INC
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	461259908	HEALTHCARE	CA	501(C)(3)	11,III	SJHS	Yes (true)
COVENANT ACO
3615 19TH STREET	LUBBOCK	TX	79410	611573313	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes (true)
COVENANT HEALTH SYSTEM
3615 19TH STREET	LUBBOCK	TX	79410	752765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes (true)
COVENANT HEALTH SYSTEM FOUNDATION
3623 22ND PLACE	LUBBOCK	TX	79410	752897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
COVENANT MEDICAL GROUP
3420 22ND PLACE	LUBBOCK	TX	79410	752743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
COVENANT HEALTH PARTNERS
3615 19TH STREET	LUBBOCK	TX	79410	463516417	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes (true)
HOAG CHARITY SPORTS
330 PLACENTIA AVE	NEWPORT BEACH	CA	92663	452982422	SUPPORT	CA	501(C)(3)	7	HHF	Yes (true)
HOAG HOSPITAL FOUNDATION
330 PLACENTIA AVE	NEWPORT BEACH	CA	92663	953222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	Yes (true)
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1 HOAG ROAD BOX 6100	NEWPORT BEACH	CA	92663	951643327	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
HOME CARE PARTNERS
1165 MONTGOMERY DR	SANTA ROSA	CA	95405	680318656	INACTIVE	CA	501(C)(3)	3	SRMH	Yes (true)
HOSPICE OF LUBBOCK
3702 21ST STREET	LUBBOCK	TX	79410	752133781	HEALTHCARE	TX	501(C)(3)	9	CHS	Yes (true)
LUBBOCK METHODIST HOSPITAL FOUNDATION
3615 19TH STREET	LUBBOCK	TX	79410	752220963	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
METHODIST CHILDREN'S HOSPITAL
3610 21ST STREET	LUBBOCK	TX	79410	752428911	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
METHODIST HOSPITAL LEVELLAND
1900 COLLEGE AVENUE	LEVELLAND	TX	79336	752246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
METHODIST HOSPITAL PLAINVIEW
2601 DIMMITT ROAD	PLAINVIEW	TX	79072	752426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes (true)
MISSION HOSPITAL REGIONAL MEDICAL CTR
27700 MEDICAL CENTER ROAD	MISSION VIEJO	CA	92691	951643360	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREET	NAPA	CA	94558	941243669	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
REDWOOD MEMORIAL FOUNDATION
3300 RENNER DRIVE	FORTUNA	CA	95540	942779313	HEALTHCARE	CA	501(C)(3)	7	RMH	Yes (true)
REDWOOD MEMORIAL HOSPITAL
3300 RENNER DRIVE	FORTUNA	CA	95540	941384665	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DR	SANTA ROSA	CA	95405	941231005	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
SISTERS OF ST JOSEPH OF ORANGE
480 S BATAVIA	ORANGE	CA	92868	951643383	RELIGIOUS ORG	CA	501(C)(3)	1	NA	false
SRM ALLIANCE HOSPITAL SERVICES (PVH)
400 NORTH MCDOWELL BLVD	PETALUMA	CA	94954	680395200	HEALTHCARE	CA	501(C)(3)	3	SRMH	Yes (true)
ST JOSEPH HEALTH MINISTRY
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	271666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO	false
ST JOSEPH HEALTH SYSTEM
3345 MICHELSON DRIVE STE 100	IRVINE	CA	92612	953589356	HEALTHCARE	CA	501(C)(3)	11, I	SJHM	false
ST JOSEPH HOME CARE NETWORK
1111 SONOMA STE 308	SANTA ROSA	CA	95405	680331084	HEALTHCARE	CA	501(C)(3)	9	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREET	EUREKA	CA	95501	941156596	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVE	ORANGE	CA	92868	951643359	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST JUDE HOSPITAL YORBA LINDA
200 WEST CENTER ST PROMENADE	ANAHEIM	CA	92805	330185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes (true)
ST JUDE HOSPITAL INC
101 EAST VALENCIA MESA DRIVE	FULLERTON	CA	92635	951643324	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST MARY MEDICAL CENTER
18300 HIGHWAY 18	APPLE VALLEY	CA	92307	951914489	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes (true)
ST MARY OF THE PLAINS HOSPITAL FDN
4000 24TH STREET	LUBBOCK	TX	79410	751653181	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes (true)
TALLER SAN JOSE
801 NORTH BROADWAY	SANTA ANA	CA	92701	593816355	WORK DEVELOPM	CA	501(C)(3)	2	SSJO	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (17 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt
COVENANT LONG-TERM CARE LP
SEE PART VII	ORANGE	CA	92868	330307672	HEALTHCARE	TX	NA	N/A
HEALTHCARE DESIGN & CONSTRUCT
SEE PART VII	LUBBOCK	TX	79410	752177401	REAL ESTATE	DE	NA	N/A
HEALTHCARE PROPERTY ADVISORS
SEE PART VII	LUBBOCK	TX	79410	205033419	REAL ESTATE	DE	NA	N/A
HERITAGE INVESTMENT GROUP
SEE PART VII	ORANGE	CA	92868	271000061	INVESTMENTS	CA	NA	N/A
HOAG ORTHOPEDIC INSTITUTE
SEE PART VII	MISSION VIEJO	CA	92691	330355575	HEALTHCARE	CA	NA	N/A
LUBBOCK SURGERY CENTER LTD
SEE PART VII	ORANGE	CA	92868	264591502	HEALTHCARE	TX	NA	N/A
METHODIST DIAGNOSTIC IMAGING
SEE PART VII	SANTA ROSA	CA	95404	262299255	HEALTHCARE	TX	NA	N/A
MISSION AMBULATORY SURGICENTER
SEE PART VII	NEWPORT BEACH	CA	92660	330191776	HEALTHCARE	CA	NA	N/A
NEWPORT IMAGING CENTER
SEE PART VII	ORANGE	CA	92868	954813223	HEALTHCARE	CA	NA	N/A
SHA LLC
					INSURANCE	TX	NA	N/A
ST JOSEPH PHYSICIAN VENTURES
					REAL ESTATE	CA	NA	N/A
ST JOSEPH HLTH SYS HOME CARE
					HOME HEALTH	CA	NA	N/A
ST JOSEPH HLTH SYS HOME HLTH
					HOME HEALTH	CA	NA	N/A
THE INNOVATION INSTITUTE
					HEALTHCARE	DE	NA	N/A
TOTAL HEALTH ENVIRONMENT
					HEALTHCARE	DE	NA	N/A
ADVANCED SURGERY INSTITUTE LLC
					HEALTHCARE	CA	NA	N/A
NORTH BAY ENDOSCOPY CENTER
					HEALTHCARE	CA	NA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN
ALLIANCE PHYSICIAN SERVICES
INACTIVE	CA	NA	C-CORP
AMERICAN UNITY GROUP LTD
CAPTIVE INSURANCE		NA	C-CORP	90 PITTS BAY ROAD	PEMBROKE	BD	HM08	BD
COASTAL MANAGEMENT SERVICES ORGANIZATION
HEALTHCARE	CA	NA	C-CORP						1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330676831
DATU HEALTH INC
IT SVCS	MO	NA	C-CORP						16150 MAIN CIRCLE DR SUITE 250	CHESTERFIELD	MO	63017	463070062
HMTS INC
HEALTHCARE	CA	NA	C-CORP						1 HOAG DRIVE	NEWPORT BEACH	CA	92658	453583707
HOAG MANAGEMENT SERVICES INC
HEALTHCARE	CA	NA	C-CORP						1 HOAG DRIVE BOX 6100	NEWPORT BEACH	CA	92658	330731587
HPA REALTY INC
REAL ESTATE	CA	NA	C-CORP						1 CENTERPOINTE DRIVE SUITE 200	LA PALMA	CA	90623	300835291
LUBBOCK METHODIST HOSP PRACTICE MGMT
INACTIVE	TX	NA	C-CORP						2107 OXFORD STREET STE 300	LUBBOCK	TX	79410	752578995
LUBBOCK METHODIST HOSPITAL SVCS
HEALTHCARE	TX	NA	C-CORP						PO BOX 1201	LUBBOCK	TX	79410	752118585
MISSION VIEJO MEDICAL VENTURES
HEALTHCARE	CA	NA	C-CORP						27800 MEDICAL CENTER RD 354	MISSION VIEJO	CA	92691	330212905
ST JOSEPH HEALTH
HOLDING COMPANY	CA	NA	C-CORP						3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	462340232
ST JOSEPH HEALTH SOURCE INC
HEALTHCARE	CA	NA	C-CORP						3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	461900168
ST JOSEPH PROF SVCS ENTERPRISES INC
HEALTHCARE	CA	NA	C-CORP						3345 MICHELSON DRIVE SUITE 100	IRVINE	CA	92612	330155323
ST JOSEPH YORBA PARK
INACTIVE	CA	NA	C-CORP

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (19 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ST JOSEPH HOSPITAL OF ORANGE
b	$1,535,222	ACCRUAL
ST JUDE MEDICAL CENTER
b	$3,224,990	ACCRUAL
ST MARY MEDICAL CENTER
b	$794,187	ACCRUAL
QUEEN OF THE VALLEY MEDICAL CENTER
b	$400,004	ACCRUAL
SANTA ROSA MEMORIAL HOSPITAL
b	$2,145,068	ACCRUAL
ST JOSEPH HOSPITAL OF EUREKA
b	$397,500	ACCRUAL
REDWOOD MEMORIAL HOSPITAL
b	$352,500	ACCRUAL
COVENANT HEALTH SYSTEM
b	$2,102,294	ACCRUAL
MISSION HOSPITAL REGIONAL MEDICAL CENTER
b	$1,521,140	ACCRUAL
SRM ALLIANCE HOSPITAL SERVICES
b	$190,000	ACCRUAL
ST JOSEPH HOSPITAL OF ORANGE
c	$2,875,300	ACCRUAL
ST JUDE MEDICAL CENTER
c	$4,965,200	ACCRUAL
QUEEN OF THE VALLEY MEDICAL CENTER
c	$1,490,200	ACCRUAL
SANTA ROSA MEMORIAL HOSPITAL
c	$7,976,600	ACCRUAL
ST JOSEPH HOSPITAL OF EUREKA
c	$2,057,300	ACCRUAL
REDWOOD MEMORIAL HOSPITAL
c	$279,600	ACCRUAL
COVENANT HEALTH SYSTEM
c	$5,502,400	ACCRUAL
MISSION HOSPITAL REGIONAL MEDICAL CENTER
c	$5,063,800	ACCRUAL
SRM ALLIANCE HOSPITAL SERVICES
c	$463,600	ACCRUAL

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART III	FormAndLineReferenceDesc
Explanation	IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 HEALTHCARE DESIGN AND CONSTRUCTION EIN: 46-2611662 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HEALTHCARE PROPERTY ADVISORS, LLC EIN: 46-5497794 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET, STE 1000, ORANGE, CA 92868 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE 362, MISSION VIEJO, CA 92691 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183, AUSTIN, TX 78750 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 100, ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 200 ORANGE, CA 92868-2012 THE INNOVATION INSTITUTE EIN: 90-0745066 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 TOTAL HEALTH ENVIRONMENT EIN: 46-4807513 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 ADVANCED SURGERY INSTITUTE LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD SUITE 110, PETALUMA, CA 94954	ExplanationTxt