2016-05-14T00:44:41-05:00 2015-06-30 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE SUITE 1700 IRVINE CA 92612 990 2014-07-01 680331084 ST JOSEPH HOME CARE NETWORK % VINCENT CASTALDO STJO 9493814513 1111 SONOMA STE 308 SANTA ROSA CA 95405 VINCENT CASTALDO CFO 9493814513 2016-05-13 true KARA ADAMS P00023315 9497942300 2014 2016-08-17 19:52:53Z X Mark Provan 1111 SONOMA STE 308 SANTA ROSA CA 95405 9225358 false X WWW.STJHS.ORG X 1994 CA WE ARE COMMITTED TO EXTENDING THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE THE COMMUNITIES WE SERVE. 10 0 112 0 0 5345 5247 9482156 9218733 0 0 1248 1378 9488749 9225358 5530 5247 0 0 8754263 6603401 0 0 0 3612956 4243326 12372749 10851974 -2884000 -1626616 1783556 2216475 9114807 11261145 -7331251 -9044670 WE ARE COMMITTED TO EXTENDING THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. false false 8642225 5247 9220111 THE PRIMARY SERVICE PROVIDED BY THE AGENCY IS HOME CARE SERVICES IN THE FORM OF NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, SOCIAL WORK AND AIDE SERVICES. 8642225 true true false true false false false false false false true false false false true true false true false false false false false false false false false false true true false false false false false false false false false false false false false true true true false false true 28 0 true 112 true false false false false false false false false false false X 10 0 false true false false true true true true true false false true true true true true true false false false CA X VINCENT CASTALDO 7147127149 200 W CENTER STREET PROMENADE STE ANAHEIM CA 92805 Robert Diehl TRUSTEE 2.0 50.0 X 0 260777 51109 Maureen Disbot TRUSTEE 2.0 50.0 X 0 100491 6930 Daniel Dwyer TRUSTEE 2.0 50.0 X 0 262895 31334 Kevin Klockenga CHAIRMAN/TRUSTEE 5.0 52.0 X X 0 879223 40946 Michael Marino TRUSTEE (PART YEAR) 2.0 54.0 X 0 597566 15705 Walter Mickens VICE CHAIRMAN/TRUSTEE 2.0 52.0 X X 0 567481 54269 Jim Neel TRUSTEE 2.0 50.0 X 0 300038 0 David O'Brien TRUSTEE 2.0 52.0 X 0 760274 41815 Todd Salnas TRUSTEE (PART YEAR) 2.0 54.0 X 0 534437 43431 Jo Sandersfeld VP-MISSN INTGRTN/TRUSTEE-PT YR 2.0 50.0 X X 0 186374 19240 Michel Riccioni TRUSTEE 2.0 52.0 X 0 507769 46666 Mary Bartley TRUSTEE 2.0 50.0 X 0 167874 31756 Jaynie Boren TRUSTEE 2.0 52.0 X 0 387992 32906 Sue Squibb INTERIM EXECUTIVE DIRECTOR 50.0 0.0 X 0 0 0 Vincent Castaldo CFO 25.0 25.0 X 0 178024 44880 Nancy Corsi DIR PROFESSIONAL SVCS-SONOMA 50.0 0.0 X 119454 0 27508 Kathy Neil Registered Nurse 50.0 0.0 X 121743 0 13267 John Reber Registered Nurse 50.0 0.0 X 124418 0 38754 Nancy Pritchard Liason (PART YEAR) 50.0 0.0 X 118152 0 15395 Nina Kaiser DIRECTOR OF PROFESSIONAL SVCS 50.0 0.0 X 111030 0 4038 Joseph Rogers FORMER OFFICER/TRUSTEE 0.0 50.0 X 0 287425 3411 Linda Glomp FORMER EXECUTIVE DIRECTOR 0.0 50.0 X 0 273415 32802 594797 6252055 596162 8 true true false MCBEE ASSOCIATES INC PO BOX 37135 BALTIMORE MD 212973135 CONSULTING SVCS 186235 MEDICAL STAFFING NETWORK PO BOX 840292 DALLAS TX 752840292 STAFF/EMPLOY SVCS 841332 THE CORRIDOR GROUP 6405 METCALF SUITE 108 OVERLAND PARK KS 66202 CONSULTING SVCS 277828 3 0 5247 0 5247 Patient Revenue 621610 9218733 9218733 0 0 9218733 0 0 0 0 0 0 0 0 0 0 Miscellaneous Revenue 561110 1378 1378 0 0 1378 9225358 9220111 0 0 X 0 0 5247 5247 0 0 0 0 373244 0 373244 0 0 0 0 0 4082530 3841520 241010 0 261351 246440 14911 0 1512216 1404458 107758 0 374060 345217 28843 0 732648 0 732648 0 58594 0 58594 0 0 0 0 0 812 0 812 0 0 0 0 0 0 0 2077216 1932473 144743 8409 0 8409 0 158305 127020 31285 0 0 0 0 0 0 0 0 0 244813 195850 48963 0 186370 179912 6458 0 0 0 0 0 2420 788 1632 0 7444 0 7444 0 0 0 0 0 255629 204503 51126 0 22776 0 22776 0 LICENSES AND TAXES 10784 8627 2157 0 DUES AND SUBSCRIPTION 23682 18945 4737 0 RECRUITING 41160 32928 8232 0 MEDICAL SUPPLIES 97209 97209 0 0 315055 1088 313967 10851974 8642225 2209749 0 0 131054 38209 0 0 0 0 878580 1562514 0 0 0 0 0 0 0 0 17926 22456 1451837 858541 755996 593296 0 0 0 0 0 0 0 0 0 0 1783556 2216475 981027 702311 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8133780 10558834 9114807 11261145 X -7371135 -9081479 39884 36809 0 0 -7331251 -9044670 1783556 2216475 X -1626616 -86803 X false true X true false X 19500 99869 5276 5345 5247 135237 11308816 9628278 9571481 9482156 9218733 49209464 0 0 0 11328316 9728147 9576757 9487501 9223980 49344701 0 0 0 49344701 106 125 0 0 0 231 0 106 125 0 0 0 231 0 0 11328422 9728272 9576757 9487501 9223980 49344932 0.99999 0.99999 0.00001 0.00001 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 0 false 0 false 0 false 0 false 0 false 0 true 812 812 false false SCHEDULE C, PART II-B, LINE 1I LOBBYING ACTIVITIES A PORTION OF DUES PAID TO CALIFORNIA ASSOCIATION FOR HEALTH SERVICES WERE FOR LOBBYING ACTIVITIES. DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. 38260 6377 31883 1373166 852164 521002 40411 0 40411 593296 0 INTERCOMPANY DUE TO AFFILIATES 10558834 10558834 X SCHEDULE D, PART X, LINE 2 FIN 48(ASC740) Footnote 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. true SJHS WELLNESS GRANT 38 5247 SCHEDULE I, PART I, LINE 2 ST. JOSEPH WELLNESS GRANTS ARE USED TO HELP PATIENTS GET WELL BY PROVIDING PATIENTS WITH GROCERY VOUCHERS, GAS VOUCHERS AND SOMETIMES PAYING RENT ON BEHALF OF THE PATIENTS. THE ADMINISTRATIVE ASSISTANT KEEPS TRACK OF ALL THE VOUCHERS PURCHASED AND DISTRIBUTED. WHEN THE CASE MANAGERS OR SOCIAL WORKERS DISTRIBUTE THE VOUCHERS TO PATIENTS, SIGNED RECEIPTS ARE REQUIRED. PAYROLL DOLLARS ARE ALSO TRACKED AND CHARGED TO THIS GRANT. true true false false false false false false false Robert Diehl TRUSTEE 0 198449 0 22048 0 40280 0 14271 0 36838 0 311886 0 0 Daniel Dwyer TRUSTEE 0 206296 0 18937 0 37662 0 1537 0 29797 0 294229 0 0 Linda Glomp FORMER EXECUTIVE DIRECTOR 0 199936 0 36509 0 36970 0 10535 0 22267 0 306217 0 0 Kevin Klockenga CHAIRMAN/TRUSTEE 0 546506 0 176842 0 155875 0 13000 0 27946 0 920169 0 0 Michael Marino TRUSTEE (PART YEAR) 0 378863 0 145996 0 72707 0 13000 0 2705 0 613271 0 0 Walter Mickens VICE CHAIRMAN/TRUSTEE 0 364034 0 61201 0 142246 0 12602 0 41667 0 621750 0 0 Jim Neel TRUSTEE 0 300038 0 0 0 0 0 0 0 0 0 300038 0 0 David O'Brien TRUSTEE 0 404682 0 243805 0 111787 0 18200 0 23615 0 802089 0 0 John Reber Registered Nurse 124418 0 0 0 0 0 10059 0 28695 0 163172 0 0 0 Joseph Rogers FORMER OFFICER/TRUSTEE 0 83067 0 0 0 204358 0 1218 0 2193 0 290836 0 0 Todd Salnas TRUSTEE (PART YEAR) 0 360948 0 118498 0 54991 0 10400 0 33031 0 577868 0 0 Jo Sandersfeld VP-MISSN INTGRTN/TRUSTEE-PT YR 0 108375 0 70572 0 7427 0 8697 0 10543 0 205614 0 0 Michel Riccioni TRUSTEE 0 356046 0 143298 0 8425 0 17993 0 28673 0 554435 0 0 Mary Bartley TRUSTEE 0 151367 0 6588 0 9919 0 12101 0 19655 0 199630 0 0 Jaynie Boren TRUSTEE 0 274761 0 69937 0 43294 0 10400 0 22506 0 420898 0 0 Vincent Castaldo CFO 0 176788 0 1236 0 0 0 16185 0 28695 0 222904 0 0 SCHEDULE J, PART I, LINE 3 COMPENSATION REVIEW THE BOARD CHAIR IN CONSULTATION WITH HEALTH SYSTEM HUMAN RESOURCES ANNUALLY REVIEWS MARKET INFORMATION FROM VARIOUS SOURCES TO SET EXECUTIVE DIRECTOR COMPENSATION. SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR: ROGERS, JOSEPH $183,996 PRITCHARD, NANCY $32,576 SCHEDULE J, PART I, LINE 4B DESCRIPTION OF A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN EXECUTIVES 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. THERE WAS NO PAYMENT OF SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (SERP 457F PAYOUT) IN CALENDAR YEAR 2014. FORM 990, PART I, LINE 4 BOARD MEMBER INDEPENDENCE PER THE BYLAWS OF ST. JOSEPH HOME CARE NETWORK, TRUSTEES ARE EMPLOYEES OF EITHER THE REPORTING ORGANIZATION OR A RELATED ORGANIZATION. AS THEY RECEIVE COMPENSATION FOR THEIR EMPLOYMENT, THEY ARE NOT CONSIDERED TO BE INDEPENDENT. FORM 990, PART VI, LINE 3 DELEGATION OF CONTROL OVER MANAGEMENT DUTIES INTERIM EXECUTIVE DIRECTOR IS A CONSULTANT. FOR FISCAL YEAR 2015, THERE WAS ONE CONSULTANT WHO PERFORMED EXECUTIVE MANAGEMENT SERVICES, INCLUDING MANAGING DAILY OPERATIONS. THE CONSULTANT WAS FROM THE CORRIDOR GROUP. COMPENSATION PAID FOR THESE SERVICES DURING THIS PERIOD WAS $252,000. FORM 990, PART VI, LINE 6 DESCRIPTION OF MEMBERS OF STOCKHOLDERS THE CORPORATE MEMBERS FOR ST. JOSEPH HOME CARE NETWORK ARE ST. JOSEPH HOSPITAL OF EUREKA, REDWOOD MEMORIAL HOSPITAL, QUEEN OF THE VALLEY MEDICAL CENTER AND SANTA ROSA MEMORIAL HOSPITAL. FORM 990, PART VI, LINE 7A DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS ALL NOMINEES SHALL BE APPOINTED TO THE CORPORATION'S BOARD OF TRUSTEES BY THE CORPORATE MEMBERS, SUBJECT TO APPROVAL OF ST. JOSEPH HEALTH SYSTEM, EXCEPT THOSE NOMINEES WHO ARE MEMBERS OF THE SISTERS OF ST. JOSEPH OF ORANGE WHO SHALL BE NOMINATED BY THE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM AND SHALL REQUIRE NO FURTHER APPROVAL. FORM 990, PART VI, LINE 7B DESCR CLASSES OF PERSONS, DECISIONS REQ APPR & TYPE OF VOTING RIGHTS THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE CORPORATE MEMBERS 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. THE CORPORATE MEMBERS FOR ST. JOSEPH HOME CARE NETWORK ARE ST. JOSEPH HOSPITAL OF EUREKA, REDWOOD MEMORIAL HOSPITAL, QUEEN OF THE VALLEY MEDICAL CENTER AND SANTA ROSA MEMORIAL HOSPITAL. FORM 990, PART VI, LINE 11B PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION, AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MAY 2016 MEETING. DURING THE FULL BOARD MEETING, MEMBERS OF THE FINANCE DEPARTMENT PRESENT AND DISCUSS 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, LINE 15A & 15B PROCESS USED TO DETERMINE COMPENSATION THE ST. JOSEPH HOME CARE NETWORK EXECUTIVES ARE PAID BY A RELATED ORGANIZATION. 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 11G OTHER FEES FOR SERVICES TOTAL PROGRAM SERVICE MGMT & GEN CONTRACTUAL CLINIC $974,443 $974,443 CONTRACT REG. NURSE $374,750 $374,750 CONSULTING $172,788 $138,230 $34,558 OTHER CONTRACT SERVICES $472,607 $378,086 $94,521 OTHER PURCHASED SERVICES $82,628 $66,964 $15,664 ------------------------------------------- TOTAL $2,077,216 $1,932,473 $144,743 FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS EQUITY TRANSFER TO ST. JOSEPH HEALTH SYSTEM FOR CIP PROJECTS ($78,481) GRANT EXPENSES BOOKED DIRECTLY TO TEMP RESTRICTED ASSETS (8,322) ----------- TOTAL ($86,803) COVENANT HEALTH NETWORK INC 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 461259908 HEALTHCARE CA 501(C)(3) 11,III SJHS true COVENANT ACO 3615 19TH STREET LUBBOCK TX 79410 611573313 HEALTHCARE TX 501(C)(3) 11,I CHS true COVENANT HEALTH SYSTEM 3615 19TH STREET LUBBOCK TX 79410 752765566 HEALTHCARE TX 501(C)(3) 3 SJHS true COVENANT HEALTH SYSTEM FOUNDATION 3623 22ND PLACE LUBBOCK TX 79410 752897026 HEALTHCARE TX 501(C)(3) 7 CHS true COVENANT MEDICAL GROUP 3420 22ND PLACE LUBBOCK TX 79410 752743883 HEALTHCARE TX 501(C)(3) 3 CHS true COVENANT HEALTH PARTNERS 3615 19TH STREET LUBBOCK TX 79410 463516417 HEALTHCARE TX 501(C)(3) 11,I CHS true HOAG CHARITY SPORTS 330 PLACENTIA AVE NEWPORT BEACH CA 92663 452982422 SUPPORT CA 501(C)(3) 7 HHF true HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVE NEWPORT BEACH CA 92663 953222343 FUNDRAISING CA 501(C)(3) 7 HMHP true HOAG MEMORIAL HOSPITAL PRESBYTERIAN 1 HOAG ROAD BOX 6100 NEWPORT BEACH CA 92663 951643327 HEALTHCARE CA 501(C)(3) 3 CHN true HOME CARE PARTNERS 1165 MONTGOMERY DR SANTA ROSA CA 95405 680318656 INACTIVE CA 501(C)(3) 3 SRMH true HOSPICE OF LUBBOCK 3702 21ST STREET LUBBOCK TX 79410 752133781 HEALTHCARE TX 501(C)(3) 9 CHS true LUBBOCK METHODIST HOSPITAL FOUNDATION 3615 19TH STREET LUBBOCK TX 79410 752220963 HEALTHCARE TX 501(C)(3) 7 CHS true METHODIST CHILDREN'S HOSPITAL 3610 21ST STREET LUBBOCK TX 79410 752428911 HEALTHCARE TX 501(C)(3) 3 CHS true METHODIST HOSPITAL LEVELLAND 1900 COLLEGE AVENUE LEVELLAND TX 79336 752246348 HEALTHCARE TX 501(C)(3) 3 CHS true METHODIST HOSPITAL PLAINVIEW 2601 DIMMITT ROAD PLAINVIEW TX 79072 752426010 HEALTHCARE TX 501(C)(3) 3 CHS true MISSION HOSPITAL REGIONAL MEDICAL CTR 27700 MEDICAL CENTER ROAD MISSION VIEJO CA 92691 951643360 HEALTHCARE CA 501(C)(3) 3 CHN true QUEEN OF THE VALLEY MEDICAL CENTER 1000 TRANCAS STREET NAPA CA 94558 941243669 HEALTHCARE CA 501(C)(3) 3 SJHS true REDWOOD MEMORIAL FOUNDATION 3300 RENNER DRIVE FORTUNA CA 95540 942779313 HEALTHCARE CA 501(C)(3) 7 RMH true REDWOOD MEMORIAL HOSPITAL 3300 RENNER DRIVE FORTUNA CA 95540 941384665 HEALTHCARE CA 501(C)(3) 3 SJHS true SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DR SANTA ROSA CA 95405 941231005 HEALTHCARE CA 501(C)(3) 3 SJHS 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 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 HEALTH SYSTEM FOUNDATION 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 330143024 HEALTHCARE CA 501(C)(3) 7 SJHS true ST JOSEPH HOSPITAL OF EUREKA 2700 DOLBEER STREET EUREKA CA 95501 941156596 HEALTHCARE CA 501(C)(3) 3 SJHS true ST JOSEPH HOSPITAL OF ORANGE 1100 WEST STEWART DRIVE ORANGE CA 92868 951643359 HEALTHCARE CA 501(C)(3) 3 CHN true ST JUDE HOSPITAL YORBA LINDA 200 WEST CENTER ST PROMENADE ANAHEIM CA 92805 330185031 HEALTHCARE CA 501(C)(3) 3 SJHS true ST JUDE HOSPITAL INC 101 EAST VALENCIA MESA DRIVE FULLERTON CA 92635 951643324 HEALTHCARE CA 501(C)(3) 3 CHN true ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY CA 92307 951914489 HEALTHCARE CA 501(C)(3) 3 CHN true ST MARY OF THE PLAINS HOSPITAL FDN 4000 24TH STREET LUBBOCK TX 79410 751653181 HEALTHCARE TX 501(C)(3) 7 CHS true TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA CA 92701 593816355 WORK DEVELOPM CA 501(C)(3) 2 SSJO true COVENANT LONG-TERM CARE LP HEALTHCARE TX NA N/A HEALTHCARE DESIGN & CONSTRUCT REAL ESTATE DE NA N/A HEALTHCARE PROPERTY ADVISORS REAL ESTATE DE NA N/A HERITAGE INVESTMENT GROUP INVESTMENTS CA NA N/A HOAG ORTHOPEDIC INSTITUTE HEALTHCARE CA NA N/A LUBBOCK SURGERY 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MANAGEMENT SERVICES INC 1 HOAG DRIVE BOX 6100 NEWPORT BEACH CA 92658 330731587 HEALTHCARE CA NA C-CORP HPA REALTY INC 1 CENTERPOINTE DRIVE SUITE 200 LA PALMA CA 90623 300835291 REAL ESTATE CA NA C-CORP LUBBOCK METHODIST HOSP PRACTICE MGMT 2107 OXFORD STREET STE 300 LUBBOCK TX 79410 752578995 INACTIVE TX NA C-CORP LUBBOCK METHODIST HOSPITAL SVCS PO BOX 1201 LUBBOCK TX 79410 752118585 HEALTHCARE TX NA C-CORP MISSION VIEJO MEDICAL VENTURES 27800 MEDICAL CENTER RD 354 MISSION VIEJO CA 92691 330212905 HEALTHCARE CA NA C-CORP ST JOSEPH HEALTH 3345 MICHELSON DRIVE SUITE 100 IRVINE CA 92612 462340232 HOLDING COMPANY CA NA C-CORP ST JOSEPH HEALTH SOURCE INC 3345 MICHELSON DRIVE SUITE 100 IRVINE CA 92612 461900168 HEALTHCARE CA NA C-CORP ST JOSEPH PROF SVCS ENTERPRISES INC 3345 MICHELSON DRIVE SUITE 100 IRVINE CA 92612 330155323 HEALTHCARE CA NA C-CORP ST JOSEPH YORBA PARK INACTIVE CA NA C-CORP false false false false false false false false false false true true false false false true false false false SANTA ROSA MEMORIAL HOSPITAL p 1323776 ACCRUAL ST JOSEPH HOME HEALTH AGENCY p 405052 ACCRUAL SANTA ROSA MEMORIAL HOSPITAL k 110570 ACCRUAL SANTA ROSA MEMORIAL HOSPITAL l 86405 ACCRUAL SCHEDULE R, PART III 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