O'CONNOR HOSPITAL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- O'CONNOR HOSPITAL (EIN 91-2154436)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201611339349305306
- 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 H
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T15:20:15-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA STREET SUITE 2700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | 912154436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Connor Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JACK SPENCER | InCareOfNm |
| Business Name Control | OCON | BusinessNameControlTxt |
| Phone | 6509174528 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 Forest Avenue | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen Forney | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6509174528 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETHANN LONDYNSKY | PreparerPersonNm |
| PTIN | P00847678 | PTIN |
| Phone | 4159863900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert Minkin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 Forest Avenue | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $300,897,048 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oconnor.verity.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | See Attachment 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1809 | TotalEmployeeCnt |
| Total Volunteers | 183 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$44,011 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,251,391 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,664,390 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $263,490,092 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $293,194,898 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,177,458 | PYInvestmentIncomeAmt |
| CY Investment Income | -$36,048 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,200,653 | PYOtherRevenueAmt |
| CY Other Revenue | $5,430,985 | CYOtherRevenueAmt |
| PY Total Revenue | $307,119,594 | PYTotalRevenueAmt |
| CY Total Revenue | $300,254,225 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,552,293 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,179,609 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $187,665,431 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $183,609,489 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $137,962,197 | PYOtherExpensesAmt |
| CY Other Expenses | $150,220,321 | CYOtherExpensesAmt |
| PY Total Expenses | $343,179,921 | PYTotalExpensesAmt |
| CY Total Expenses | $349,009,419 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$36,060,327 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$48,755,194 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $99,866,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,965,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $169,019,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $245,272,573 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$69,152,640 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$120,306,698 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN THE SPIRIT OF OUR FOUNDERS, ST. VINCENT DE PAUL, ST. LOUISE DE MARILLAC, AND ST. ELIZABETH ANN SETON, THE DAUGHTERS OF CHARITY HEALTH SYSTEM IS COMMITTED TO SERVING THE SICK AND THE POOR. WITH JESUS CHRIST AS OUR MODEL, WE ADVANCE AND STRENGTHEN THE HEALING MISSION OF THE CATHOLIC CHURCH BY PROVIDING COMPREHENSIVE, EXCELLENT HEALTHCARE THAT IS COMPASSIONATE AND ATTENTIVE TO THE WHOLE PERSON: BODY, MIND AND SPIRIT. WE PROMOTE HEALTHY FAMILIES, RESPONSIBLE STEWARDSHIP OF THE ENVIRONMENT, AND A JUST SOCIETY THROUGH VALUE-BASED RELATIONSHIPS AND COMMUNITY-BASED COLLABORATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $286,012,715 | ExpenseAmt |
| Grant | $15,179,609 | GrantAmt |
| Revenue | $295,441,686 | RevenueAmt |
| Desc | O'Connor Hospital, a member of the Daughters of Charity Health System, is a full service acute care hospital serving Santa Clara County, California, with the following key areas of patient services: Emergency and Critical Care Services, Oncology and Radiation Therapy, Breast Health Center, Center for Orthopedics, Arthritis, and Joint Replacement Center for Sports Medicine, Cardiovascular Services, Endovascular and Wound Care Services, Interventional Radiology, Women's and Children's Services, Pediatric Clinic. Additional information about O'Connor Hospital's charitable activities can be found on Schedule O. | Desc |
| Total Program Service Expenses | $286,012,715 | 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 | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | 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 | 226 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1809 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| 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 | JACK SPENCER | PersonNm |
| Phone | 6505516650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 REDWOOD SHORES PKWY SUITE 800 | AddressLine1Txt |
| City | Redwood City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Sr Eileen Kenny DC | ||||||||||
| Board Chair | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Sr Marion Bill DC | ||||||||||
| Board Member | 2.0 | 7.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sr Catarina Chu DC | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sr William Eileen Dunn DC | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sr Margaret Keaveney DC | ||||||||||
| Int. Pres. & CEO/Board Member | 20.0 | 20.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| N Thad Padua MD | ||||||||||
| Vice Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Mario Cordero MD | ||||||||||
| Treasurer/Secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Anderson MD | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gerry DeYoung | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hugh Walsh MD | ||||||||||
| Board Member | 2.0 | 0.0 | Yes (X) | $3,600 | $0 | $0 | ||||
| Robert Issai | ||||||||||
| Board Member | 2.0 | 46.0 | Yes (X) | $0 | $1,553,079 | $326,419 | ||||
| James Dover | ||||||||||
| President & CEO thru June '15 | 20.0 | 22.0 | Yes (X) | $0 | $864,646 | $82,939 | ||||
| David Carroll | ||||||||||
| Sr VP-CFO/Bus Dev thru Apr '15 | 20.0 | 24.0 | Yes (X) | $540,052 | $0 | $44,227 | ||||
| George Block | ||||||||||
| Chief Med Officer thru Apr '15 | 40.0 | 0.0 | $482,937 | $0 | $43,066 | Yes (X) | ||||
| Ron Yaw | ||||||||||
| Controller thru April 2015 | 40.0 | 0.0 | $187,659 | $0 | $16,763 | Yes (X) | ||||
| Dawn Goeringer | ||||||||||
| Sr. VP - Chief Clinical Care | 40.0 | 0.0 | $241,356 | $0 | $12,262 | Yes (X) | ||||
| Terri Yu | ||||||||||
| Staff Nurse | 40.0 | 0.0 | $387,516 | $0 | $26,669 | Yes (X) | ||||
| Robert Souza Jr | ||||||||||
| Interventional Rad Tech Lead | 40.0 | 0.0 | $360,609 | $0 | $52,993 | Yes (X) | ||||
| Julie Hatcher | ||||||||||
| VP, Human Resources | 20.0 | 20.0 | $355,611 | $0 | $26,635 | Yes (X) | ||||
| Gyu Keun Lee | ||||||||||
| Staff Nurse III | 40.0 | 0.0 | $347,843 | $0 | $37,201 | Yes (X) | ||||
| John R Gilchrist | ||||||||||
| Chf Dev Officer thru May 2015 | 0.0 | 40.0 | $311,998 | $0 | $14,899 | Yes (X) | ||||
| Judy Watland | ||||||||||
| Former Sr. VP - CNO | 0.0 | 0.0 | $142,135 | $0 | $9,675 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,361,316 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,417,725 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $693,748 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 587 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OCHG California PC | |||||
| 10 Centimeters Dr | MAULDIN | SC | 29662 | Physician Services | $1,476,739 |
| Family Medicine Associates of San J | |||||
| 455 OConnor Drive | SAN JOSE | CA | 95128 | Physician Services | $1,390,602 |
| ARUP Laboratories | |||||
| 500 Chipeta Way | SALT LAKE CITY | UT | 84108 | Lab Services | $727,489 |
| Coast Anesthesia Medical Group | |||||
| PO Box 39000 | SAN FRANCISCO | CA | 94139 | Physician Services | $480,055 |
| Sang Hyun Lee MD | |||||
| 2315 Westbridge Lane | PLEASANTON | CA | 94566 | Physician Services | $463,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,664,375 | RelatedOrganizationsAmt |
| All Other Contributions | $15 | AllOtherContributionsAmt |
| Noncash Contributions | $28,259 | NoncashContributionsAmt |
| Total Contributions | $1,664,390 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT REVENUE | 622110 | $291,015,254 | $291,015,254 |
| MEDICAL OFFICE BUILDING REVENUE | 531120 | $1,441,709 | $1,441,709 |
| EDUCATION REVENUE | 900099 | $37,447 | $37,447 |
| ALL OTHER OPERATING REVENUE | 900099 | $700,488 | $700,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $293,194,898 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134 | TotalRevenueColumnAmt |
| Exclusion | $134 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,284,029 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $606,641 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $677,388 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $677,388 | TotalRevenueColumnAmt |
| Exclusion | $677,388 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $36,182 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$36,182 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,182 | TotalRevenueColumnAmt |
| Exclusion | -$36,182 | ExclusionAmt |
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 |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PHYSICIAN BILLING | 900099 | $2,246,788 | $2,246,788 | |
| ELECTRONIC RECORDS INCENTIVE REVENUE | 900099 | $1,188,579 | $1,188,579 | |
| CAFETERIA | 722210 | $814,376 | $814,376 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $503,854 | TotalRevenueColumnAmt |
| Exclusion | $503,854 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,753,597 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $300,254,225 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $295,441,686 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,148,149 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,179,609 | TotalAmt |
| Program Services | $15,179,609 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719,948 | TotalAmt |
| Program Services | $950,617 | ProgramServicesAmt |
| Management And General | $769,331 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,136,395 | TotalAmt |
| Program Services | $100,602,296 | ProgramServicesAmt |
| Management And General | $33,534,099 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,635,535 | TotalAmt |
| Program Services | $10,226,651 | ProgramServicesAmt |
| Management And General | $3,408,884 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,640,430 | TotalAmt |
| Program Services | $18,480,323 | ProgramServicesAmt |
| Management And General | $6,160,107 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,477,181 | TotalAmt |
| Program Services | $7,107,886 | ProgramServicesAmt |
| Management And General | $2,369,295 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,788 | TotalAmt |
| Management And General | $635,788 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,548,830 | TotalAmt |
| Program Services | $29,005,543 | ProgramServicesAmt |
| Management And General | $5,543,287 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,261 | TotalAmt |
| Management And General | $4,261 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,874,271 | TotalAmt |
| Program Services | $1,405,703 | ProgramServicesAmt |
| Management And General | $468,568 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,682,251 | TotalAmt |
| Program Services | $6,511,688 | ProgramServicesAmt |
| Management And General | $2,170,563 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,118,012 | TotalAmt |
| Program Services | $3,838,509 | ProgramServicesAmt |
| Management And General | $1,279,503 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,862 | TotalAmt |
| Program Services | $23,897 | ProgramServicesAmt |
| Management And General | $7,965 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,760 | TotalAmt |
| Program Services | $23,820 | ProgramServicesAmt |
| Management And General | $7,940 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,177,179 | TotalAmt |
| Program Services | $4,177,179 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,955,921 | TotalAmt |
| Program Services | $8,216,941 | ProgramServicesAmt |
| Management And General | $2,738,980 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,007,102 | TotalAmt |
| Program Services | $1,340,794 | ProgramServicesAmt |
| Management And General | $2,666,308 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $42,259,196 | $42,259,196 | |
| PROVIDER FEES | $25,144,678 | $25,144,678 | |
| BAD DEBT EXPENSES | $7,821,911 | $7,821,911 | |
| EQUIPMENT RENTAL | $2,214,659 | $1,660,994 | $553,665 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,712,640 | TotalAmt |
| Program Services | $2,034,480 | ProgramServicesAmt |
| Management And General | $678,160 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,009,419 | TotalAmt |
| Program Services | $286,012,715 | ProgramServicesAmt |
| Management And General | $62,996,704 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $1,398,967 | BOYAmt |
| EOY | $13,218,112 | 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 | $31,788,554 | BOYAmt |
| EOY | $28,751,826 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | 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 | $5,096,040 | BOYAmt |
| EOY | $4,810,006 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,295 | BOYAmt |
| EOY | $341,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $277,088,714 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $236,009,301 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,871,064 | BOYAmt |
| EOY | $41,079,413 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $7,860 | BOYAmt |
| EOY | $1,237 | 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 | $10,320,823 | BOYAmt |
| EOY | $36,764,003 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,866,603 | BOYAmt |
| EOY | $124,965,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,920,932 | BOYAmt |
| EOY | $30,177,588 | 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 | $25,997,164 | 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 | $5,493,030 | BOYAmt |
| EOY | $5,328,571 | 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 | $133,605,281 | BOYAmt |
| EOY | $183,769,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,019,243 | BOYAmt |
| EOY | $245,272,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$69,152,640 | BOYAmt |
| EOY | -$120,306,698 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | -$69,152,640 | BOYAmt |
| EOY | -$120,306,698 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,866,603 | BOYAmt |
| EOY | $124,965,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$48,755,194 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$864 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,398,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $727,429 | OtherCostOrOtherBasisAmt |
| Book Value | $727,429 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $156,483,673 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,902,970 | DepreciationAmt |
| Book Value | $23,580,703 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,253,524 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,896,493 | DepreciationAmt |
| Book Value | $357,031 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,457,897 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,209,838 | DepreciationAmt |
| Book Value | $14,248,059 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,166,191 | OtherCostOrOtherBasisAmt |
| Book Value | $2,166,191 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,079,413 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RESTRICTED ASSETS | $15,996,878 |
| PROVIDER FEES RECEIVABLE | $9,802,366 |
| DUE FROM RELATED PARTIES | $7,677,893 |
| DUE FROM GOVERNMENT AGENCIES | $2,239,210 |
| OTHER RECEIVABLES | $677,165 |
| DEPOSITS | $370,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $36,764,003 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTIES | $125,710,284 |
| PENSION OBLIGATION | $57,393,758 |
| DUE TO GOVERNMENT AGENCIES | $337,205 |
| ASSET RETIREMENT OBLIGATION | $169,093 |
| DEPOSITS | $101,866 |
| UNEARNED RENT | $57,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,769,250 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 (ASC 740) Footnote | FormAndLineReferenceDesc |
| Explanation | Schedule D, Part X, Line 2: Daughters of Charity Health System and its affiliates do not have a liability for uncertain tax positions under FIN 48 (ASC 740) on their consolidated financial statements for the year ended June 30, 2015. As such, there was no FIN 48 (ASC 740) disclosure in the footnotes to the consolidated financial statements of Daughters of Charity Health System. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent350 | Yes (X) | Percent350Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 930 | PersonsServedCnt |
| Total Community Benefit Expns | $1,352,588 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,326,588 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00400 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 40468 | PersonsServedCnt |
| Total Community Benefit Expns | $104,727,805 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $64,799,382 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $39,928,423 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11700 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 41398 | PersonsServedCnt |
| Total Community Benefit Expns | $106,080,393 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $64,799,382 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $41,255,011 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.12100 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 3052 | PersonsServedCnt |
| Total Community Benefit Expns | $4,073,920 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,242,647 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,831,273 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00830 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1924 | PersonsServedCnt |
| Total Community Benefit Expns | $50,433 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $16,895 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $33,538 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 4976 | PersonsServedCnt |
| Total Community Benefit Expns | $4,124,353 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,259,542 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,864,811 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00840 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 46374 | PersonsServedCnt |
| Total Community Benefit Expns | $110,204,746 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $66,058,924 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $44,119,822 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.12940 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $7,821,911 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $113,086,096 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $133,384,559 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$20,298,463 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Connor Hospital | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 Forest Ave | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.oconnor.verity.org | WebsiteAddressTxt |
| State License | 070000072 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | SEE FORM 990, PAGE 2 | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Connor Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 14 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Section C | StrategyWebsiteURLTxt |
| Strategy Attached | false | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 350. | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Medicare Rates | Yes (X) | MedicareRatesInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B, Lines 2, 3j, 7d, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c | 21d, 22d, 23, and 24: N/A |
| Part V, Section B, Line 5: | See disclosure for Part VI, Question 2: Needs Assessment |
| Part V, Section B, Line 6a: | O'Connor Hospital's Community Health Needs Assessment ("CHNA") was conducted in conjunction with the Santa Clara County Community Benefit Coalition, a coalition of eight local non-profit hospitals and other partners. The hospitals included in the coalition are: O'Connor Hospital, El Camino Hospital, Lucile Packard Children's Hospital at Stanford, Stanford Hospitals & Clinics, Kaiser Permanente, and Saint Louise Regional Hospital. |
| Part V, Section B, Line 6b: | The non-hospital organizations included in the Santa Clara County Community Benefit Coalition, which O'Connor Hospital ("OCH") worked in conjunction with to complete its CHNA, include the Hospital Council of Northern & Southern California, the Santa Clara County Public Health Department, and the United Way of Silicon Valley. |
| Part V, Section B, Line 7a: | The CHNA report can be accessed at: http://oconnor.verity.org/about-us/community-benefit/ |
| Part V, Section B, Line 10a: | O'Connor Hospital's most recently adopted implementation strategy is posted on its website via the organization's Community Benefit Report for the fiscal year-ending June 30, 2014, which can be found at http://oconnor.verity.org/about-us/community-benefit/ |
| Part V, Section B, Line 11: | OCH is committed to providing quality care to the community we serve. Taking into consideration the magnitude of the need, the Hospital's resources, the Santa Clara County Community Benefit Coalition members' activities and additional community assets, the O'Connor Hospital Community Benefits Committee has identified five priority needs which will be addressed by OCH: 1. Diabetes 2. Obesity 3. Cardiovascular Disease, Heart Disease and Stroke 4. Cancer 5. Access to Health Care Services Diabetes is a health need as marked by relatively high rates of diabetes among adults in Santa Clara County. For example, county-wide, diabetes prevalence is at 8% (no better than the state average), but for the county's Latino population diabetes prevalence is 11%. Drivers of diabetes rates include poor nutrition and lack of exercise, and physical environment such as availability of fresh food and fast food. To address this priority need, OCH has provided education and resources to individuals in the hope that this will help them make healthier choices when it comes to food and exercise. OCH has undertaken many activities to accomplish its objectives of (i) educating associates, physicians and the community on the risks of diabetes, (ii) providing education and resources to targeted populations, and (iii) providing diabetes screenings in the community. These activities include: educating Family Medicine Residents on how to diagnose and care for patients living with diabetes; teaching residents a patient self-care model (which will enable patients to manage their diabetes through self-management and group meetings); present Living Well Community Education Classes on diabetes, nutrition and exercise; and conducting monthly diabetes support group meetings. Obesity is a health need as indicated by high rates of obese youth (24-31%) and adults (21%) in Santa Clara County, and high rates of overweight individuals (14% and 36% respectively). Overall rates miss the Healthy People 2020 targets. Latino and Black/African American residents have the highest overweight and obesity rates. Drivers of obesity are poor nutrition, lack of exercise, and physical environment such as availability of fresh food and fast food. To address this priority need, OCH has provided education and resources to individuals in the hope that this will help them make healthier choices when it comes to food and exercise. OCH has undertaken many activities to accomplish its objectives of (i) educating associates, physicians and the community on the risks of obesity, (ii) providing education and resources to targeted populations, and (iii) providing BMI screenings in the community. These activities include: educating Family Medicine Residents on how to diagnose and care for patients living with obesity; teaching residents a patient self-care model (which will enable patients to manage their obesity through self-management and group meetings); present Living Well Community Education Classes on obesity, nutrition and exercise; conduct BMI screenings at health fairs and provide educational information; promote CalFresh enrollment through its Health Benefits Resource Center; and promote Brown Bag Program for seniors through its Health Benefits Resource Center. Cardiovascular Disease, Heart Disease, and Stroke are a health need, as they are among the top ten deaths in Santa Clara County and California. The overall rate of high cholesterol in the county (29%) is higher than the Healthy People 2020 target (17%), as are the rates for all ethnic populations. Related to poor cardiovascular health are the health behaviors of smoking, drinking, poor nutrition and lack of exercise. To address this priority need, OCH has provided education and screenings to individuals in the hope that they will make lifestyle modifications to lower high blood pressure and cholesterol rates. OCH has undertaken many activities to accomplish its objectives of (i) educating associates and physicians on the risks and warning signs associated with cardiovascular disease, heart disease and stroke, (ii) provide education and resources to targeted populations, and (iii) provide health screenings in the community. These activities include: present Living Well Community Education Classes on cardiovascular diseases, heart attacks, stroke, nutrition and exercise; conduct cholesterol, glucose, BMI and blood pressure screenings at health fairs and provide educational information; offer free weekly blood pressure screenings in its Cardiac Rehabilitation Center; conduct monthly stroke support group meetings; conduct bimonthly implantable cardioverter-defibrillator (ICD) support group meetings; sponsor events that provide education or create awareness; and have associates who are actively involved with community organizations provide education or create awareness. Cancer is a health need; Santa Clara County incidence rates for breast, cervical, liver and prostate cancers are higher than benchmarks/state averages. Certain ethnic subgroups experience difference incidence and mortality rates. For instance, the overall county liver cancer mortality rate (age adjusted mortality incidence per 100,000) is 6.8, compared with 5.6 for the state, and even worse for county Latinos (9.0) and Asian/Pacific Islanders (11.9). Contributing factors to cancer are health behaviors such as smoking and drinking, and lack of screenings. To address this priority need, OCH has provided education and screenings to individuals in an effort to create awareness, improve early detection and assist those living with cancer. OCH has undertaken many activities to accomplish its objectives of (i) educating associates and physicians on the early signs of cancer, (ii) provide education and resources to targeted populations, and (iii) provide health screenings in the community. These activities include: present Living Well Community Education Classes on cancer; conduct hepatitis B screenings; host bimonthly cancer support group meetings; sponsor events that provide education or create awareness; and have associates who are actively involved with community organizations provide education or create awareness. Access to Health Care Services is a health need in Santa Clara County because socioeconomic conditions (poverty, low levels of education, lack of health insurance) as well as factors such as the size of the health care workforce and linguistic and transportation barriers all affect access to care, which negatively impacts health. To address this priority need, OCH has strived to improve access to health care services. OCH has undertaken many activities to accomplish its objectives of (i) providing health care services to all in the community, (ii) improve the health care workforce, (iii) provide health education and resources, and (iv) provide health screenings in the community. These activities include: provide free radiologic examinations to patients from the San Jose RotaCare Clinic; operate the Health Benefits Resource Center; participate in Santa Clara County's Medical Respite Program so homeless individuals have a place to recover from their acute hospital; refer patients to the New Directions Case Management Program so frequent Emergency Room users have case management services; sponsor the San Jose-O'Connor Family Medicine Residency Program, which provides clinical training for 24 family medicine residents and 2 sports medicine fellows; be a clinical teaching site for nursing students, radiological technicians, pharmacy students and clinical lab specialists; and present Living Well Community education Classes on a variety of topics in a variety of languages. Taking into consideration the Coalition members' community benefit investments, additional community assets and OCH's own resources, the OCH Community Benefit Committee identified the following health needs that will not be targeted as actionable for intervention. Violence is a health need because the rate of youth homicide (7.4) in Santa Clara County is higher than Healthy People target. In addition, the county has seen a large increase in homicides in the years 2011 and 2012. Domestic violence and child abuse rates also miss the benchmark for some ethnic subgroups. Drivers of this health need include mental health and social determinants of health such as poverty and unemployment. OCH does not have the expertise or funding resources to impact Violence. There are several community organizations doing great work to address this need. Poor Mental Health is a health need because of self-reported poor mental health (17%) among Santa Clara County residents, higher than the state average. Also, youth of color are disproportionately depressed and suicidal. Community input indicates high concern about stress and depression specifically. OCH does participate in the New Directions Program and sponsors the Medical Respite Program, both coordinated through the Hospital Council of Northern & Central California. These |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | N/A |
| Part I, Line 6a: | O'Connor Hospital prepares an annual Community Benefit Report. It highlights the community's needs and O'Connor's programs and activities that directly respond to the needs. Reports on community benefit activities and outcomes are provided by managers and directors responsible for specific community benefit programs. Quarterly reports are presented to the OCH Board of Directors and Daughters of Charity Health System (DCHS) corporate officers. An annual report is prepared and presented to the OCH Board of Directors for approval. The annual report is made available to hospital leadership, key stakeholders, DCHS, and community organizations and members. The annual report is presented to the California Office of Statewide Planning and Development, in accordance with SB697. O'Connor Hospital's Community Benefit Report is developed using results from the Community Needs Assessment, data and input provided by the managers and directors responsible for specific community benefit programs and feedback from the Community Benefits Committee. O'Connor Hospital's Board of Directors reviews and gives final approval of OCH's Community Benefit Report. |
| Part I, Line 7, Column (f): | Form 990, Part IX, line 25, Column A for OCH reflects a bad debt expense of $7,821,911 which is not included in the line 7 calculation. |
| Part I, Line 7: | OCH utilizes a cost accounting system that determines costs for providing medical services based on the organizations relationship of costs to charges. |
| Part II: | N/A |
| Part III, Line 4: | OCH is included in the DCHS Consolidated Audited Financial Statements. The financial statements for FY 2015 do not contain a separate footnote on bad debts. Bad debt expense is estimated by utilizing historical collections data of self-pay patients. In making this estimate, Management also considers business and general economic conditions in its service area. |
| Part III, Line 8: | As a not-for-profit hospital it is our mission to improve the health status of all people within our community and provide healthcare to all patients regardless of their ability to pay or their insurance status. OCH accepts Medicare which results in shortfalls in the costs for caring for patients utilizing this program. OCH utilizes a cost accounting system that determines costs for providing medical services based on the organizations relationship of costs to charges. The entire shortfall shown on Part III, Line 7 should be reflected as a community benefit. |
| Part III, Line 9b: | OCH follows the collection practices as outlined in DCHS Charity Care and Financial Discount and Financial Assistance operating policies. For patients who qualify for charity care and financial discount, OCH provides the patient with a written notice prior to commencing collection activities. The notice states that nonprofit counseling services may be available in the area and provides information concerning state and federal law requirements for debt collectors. OCH does not pursue legal action for non-payment of bills against any household where the primary wage earner(s) is unemployed or there are not significant income sources. OCH does not assign patients meeting an agreed upon monthly payment plan to a collection agency and does not report the patient to credit bureaus. OCH does not report adverse information to a consumer credit agency or commence civil action for nonpayment of a patient debt prior to 150 days after the initial billing of the patient. OCH does not use wage garnishments or liens on real property as a means of collecting unpaid hospital bills for eligible patients. OCH expects its external collection agencies to not pursue legal action against an eligible patient without prior approval from OCH. OCH expects its external collection agencies to follow Fair Debt and Collection Practices, Assembly Bill AB774 and act in a manner that treats individuals with dignity, respect and compassion. In addition, for patients who qualify for financial assistance, OCH does not pursue legal action for non-payment of bills against any household where the primary wage earner(s) is unemployed, uninsured or there are not significant income sources or assets. OCH does not assign eligible patients meeting an agreed upon monthly payment plan to a collection agency and does not report the patient to credit bureaus. OCH does not use liens on real property as a means of collecting unpaid hospital bills for eligible patients. |
| Part VI, Question 2: | In an effort to identify the most critical health care needs in O'Connor Hospital's service area, a Community Needs Assessment is conducted every three years. The most recent assessment was completed in fiscal year 2013 (tax year 2012). The results of the needs assessment are integrated into the planning of current and future hospital programs and activities. METHODOLOGY The fiscal year 2013 Santa Clara County Community Health Needs Assessment was conducted in collaboration with the Santa Clara County Public Health Department and the Community Benefits Coalition of the Hospital Council of Northern and Central California, South Bay Section. Participating organizations included the following: o El Camino Hospital o Hospital Council of Northern and Southern California o Kaiser Permanente o Lucile Packard Children's Hospital o Saint Louise Regional Hospital o Santa Clara Public Health Department o Stanford Hospital and Clinics o United Way Silicon Valley Representatives of this group of organizations met regularly to identify challenges, and opportunities for health care organizations, government agencies, and community organizations to improve the health and quality of life of Santa Clara County residents. Suggestions regarding data questions were discussed and agreed upon. Information discovered and obtained through the community needs process allows the O'Connor Hospital Community Benefit Committee to prioritize needs and initiate new programs that address emerging needs. Every three years, the Community Benefit Committee evaluates OCH's exiting programs and activities to ensure they align with the community's greatest needs and largest health disparities. |
| Part VI, Question 3: | Signage is posted in English and Spanish in the Patient Financial Services area and at every point of registration stating that OCH has financial assistance and charitable programs available for qualified low income, uninsured patients who may not have the ability to meet the financial obligation of their hospital services and a contact number to call. Post discharge, this information is reiterated on the reverse of the monthly patient statements mailed to the guarantor's home address. Patients who present to the OCH Emergency Department who identify themselves as uninsured are provided with a charity care application. |
| Part VI, Question 4: | OCH is located in the heart of San Jose, the largest city in Santa Clara County. With almost 1.8 million residents, Santa Clara County is the sixth most populated of California's 58 counties and the most populated county in the San Francisco Bay Area. More than half of the county's population lives in San Jose. Santa Clara County's population is expected to grow to more than 2.3 million by 2050. In Santa Clara County, there are 11 hospitals. OCH is one of two hospitals in San Jose that serves all community members regardless of their ability to pay. Additionally, there are several primary care clinics and community organizations that specifically focus on providing health care services to low-income individuals. The population served by OCH resides primarily in San Jose and the surrounding cities of Santa Clara, Campbell, and Milpitas. This area tends to be relatively affluent with the median income slightly above $89,000 per year. More than four in 10 county households have annual incomes of $100,000 or more and nearly half the adults have a bachelor's degree or higher. In stark contrast to the fact that Santa Clara County has one of the highest median incomes and costs of living in the U.S., nearly one in 10 children and one in 12 adults in the county live in poverty. More than one in 5 households in Santa Clara County (22%) live below the Self-Sufficiency Standard. The percentage of uninsured adults in Santa Clara County was 11% in 2013. Santa Clara County's population is diverse: 34% of residents are White, 34% are Asian, 27% are Hispanic, more than 3% are African American, and 2% are other races/ethnicities. The county has a large foreign-born population, with 36% of its residents born outside the U.S. This represents one of the highest proportions of immigrants in any California county. More than 100 languages and dialects are spoken in the county. In 2007, Santa Clara County became one of only 10 counties in the U.S. where half the residents speak a language other than English at home. O'Connor's patient population is equally diverse. The top languages spoken by O'Connor patients are English, Spanish, Vietnamese, Mandarin, Russian, and Farsi/Persian. HEALTH DISPARITIES Overall, Santa Clara County appears to be healthy, but a closer look reveals disparities leaving certain populations at a higher risk for chronic diseases. Disparities are differences in health status defined by characteristics such as race/ethnicity, income or education levels. According to the fiscal year 2013 Santa Clara County Community Health Needs Assessment, obesity and diabetes are two chronic diseases that have a profound impact on our community. The prevalence of overweight and obesity among middle and high school students in Santa Clara County is at 10%. African-American and Hispanic middle and high school students' obesity rates are significantly higher than the overall average. The percentage of adults in Santa Clara County who are overweight or obese (defined as a BMI over 25) was 55% in 2013. Overweight and obesity rates are higher among adults with low incomes. Hispanic adults have the highest rate of overweight and obesity: 68% of Hispanic adults were overweight or obese compared to 55% of County residents overall in 2013. The adult diabetes rate in Santa Clara County has also increased. The percentage of adults who were told by a health professional that they have diabetes was 8% in 2013. A higher proportion of Hispanic adults have been diagnosed with diabetes: 11% of Hispanics were diagnosed with diabetes compared to 7% of Whites and 5% of Asians in 2013. Community Building Activities OCH's Community Building Activities improve the health and well-being of our community. We promote healthy families, responsible stewardship of the environment and a just society through value-based relationships and community-based collaborations. OCH improves access to health services by caring for the underserved. We serve the underinsured and uninsured with community health clinics and programs that provide individuals with basic health services such as immunizations, primary care checkups and treatment for illness and injuries. The OCH Pediatric Center for Life provides low-income children with a full range a medical services for children from infancy through age 18, regardless of financial status. For patients who come to the center uninsured, the staff works with the patients and their families to enroll them on a government sponsored health insurance program. The Pediatric Center for Life was founded 20 years ago in response to a critical community need for a children's health clinic that specifically cares for low-income individuals. OCH continues to subsidize the medical costs associated with caring for uninsured and underinsured children. OCH's leadership and associates undertake a variety of responsibilities to assist an assortment of organizations including Hospice of the Valley, American Heart Association, Junior League, Habitat for Humanity and many more. |
| Part VI, Question 5: | OCH is a 358-bed acute care, not-for-profit, community hospital located in the heart of San Jose, California. Established in 1889, O'Connor Hospital was built by area philanthropists, Judge Myles P. O'Connor and his wife, Amanda, and operated by the Daughters of Charity of St. Vincent de Paul. O'Connor Hospital and the Daughters of Charity have served Santa Clara County longer than any other hospital in the region. For more than 120 years, OCH has provided comprehensive, excellent health care that is attentive and compassionate to the whole person: body, mind and spirit. Today, OCH continues to thrive, providing excellent medical care with a special focus on the needs of low-income and underserved populations. OCH sponsors the Stanford-affiliated Family Medicine Residency Program. Key services include cardiology, oncology, mother-baby care, orthopedic services, vascular care, wound care and emergency services. OCH is a Joint Commission certified Center of Excellence for Hip and Knee Replacement, Wound Care and a Primary Stroke Center. Additionally, the hospital is fully accredited by The Joint Commission, the California Department of Public Health and the Center for Medicare and Medicaid Services. Our experienced team of 1,450 employees and 532 medical staff members provide quality health care to the community, welcoming all patients regardless of their financial circumstances. In fiscal year 2015, OCH had 10,816 acute discharges, 6,075 surgical cases, 2,825 births, and 59,396 emergency visits OCH plays a vital role in the health and well-being of Santa Clara County. We provide comprehensive health care services without delay or limitations and without regard to the patient's ability to pay. We are a leader in our community in serving the underserved and marginalized. OCH responds to the needs of our community and adapts to provide care and services in unmet areas. Serving the sick and those living in poverty is what guides us. In addition to providing health care services to all, OCH financially sponsors programs that provide direct services to the homeless and chronically ill. We partner with a variety of community organizations to provide hands-on learning opportunities for physicians, nurses and other health care professionals. We also provide a wide range of free, health education classes and resources for the community. Supporting our programs that serve the underserved and partnering with organizations to enhance the services they provide to the community, allow OCH to take an active role in contributing to the health and well-being of our community. |
| Part VI, Question 6: | The Daughters of Charity Health System ("DCHS") is a regional health care system of hospitals and medical centers ("Local Health Ministries") spanning the California coast from the San Francisco Bay Area to Los Angeles. In the spirit of our founders, St. Vincent de Paul, St. Louise de Marillac and St. Elizabeth Ann Seton, the Daughters of Charity Health System is committed to serving the sick and the poor. With Jesus Christ as our model, we advance and strengthen the healing Mission of the Catholic Church by providing comprehensive, excellent health care that is compassionate and attentive to the whole person: body, mind and spirit. We promote healthy families, responsible stewardship of the environment, and a just society through values-based relationships and community based collaboration. Every day in DCHS Local Health Ministries, dedicated associates, physicians and volunteers provide quality, compassionate care. These thousands of people are the hands and hearts of the Daughters of Charity, reaching out to provide comfort and holistic healing - body, mind and spirit - to the people of California, just as the first Daughters did more than 150 years ago. As a member of the Daughters of Charity Health System, OCH continues to uphold its Mission of providing quality medical services to the most vulnerable populations, the sick, the poor, the elderly, and children. OCH is committed to the fulfillment of the Mission of its founding sisters through the delivery of charitable services and care to the community. |
| Part VI, Quesiton 7: | OCH annually updates its Community Benefits Report and files a copy of it with the State of California. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCHS Medical Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Race Street | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 413691852 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $15,174,609 | CashGrantAmt |
| Purpose Of Grant | General support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grants Paid by O'Connor Hospital | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I & II: O'Connor Hospital is part of a related group of tax exempt organizations, which includes DCHS Medical Foundation. Grants are made to support the related tax exempt organization's exempt purpose. | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Issai | ||||||||||||||
| Board Member | $0 | $937,792 | $0 | $0 | $0 | $615,287 | $0 | $303,132 | $0 | $23,287 | $0 | $1,879,498 | $0 | $0 |
| James Dover | ||||||||||||||
| President & CEO thru June '15 | $0 | $524,243 | $0 | $0 | $0 | $340,403 | $0 | $45,993 | $0 | $36,946 | $0 | $947,585 | $0 | $0 |
| David Carroll | ||||||||||||||
| Sr VP-CFO/Bus Dev thru Apr '15 | $404,744 | $0 | $0 | $0 | $135,308 | $0 | $20,217 | $0 | $24,010 | $0 | $584,279 | $0 | $0 | $0 |
| George Block | ||||||||||||||
| Chief Med Officer thru Apr '15 | $403,209 | $0 | $0 | $0 | $79,728 | $0 | $19,056 | $0 | $24,010 | $0 | $526,003 | $0 | $0 | $0 |
| Ron Yaw | ||||||||||||||
| Controller thru April 2015 | $187,303 | $0 | $0 | $0 | $356 | $0 | $8,978 | $0 | $7,785 | $0 | $204,422 | $0 | $0 | $0 |
| Dawn Goeringer | ||||||||||||||
| Sr. VP - Chief Clinical Care | $234,856 | $0 | $0 | $0 | $6,500 | $0 | $0 | $0 | $12,262 | $0 | $253,618 | $0 | $0 | $0 |
| Judy Watland | ||||||||||||||
| Former Sr. VP - CNO | $84,379 | $0 | $0 | $0 | $57,756 | $0 | $6,817 | $0 | $2,858 | $0 | $151,810 | $0 | $0 | $0 |
| Terri Yu | ||||||||||||||
| Staff Nurse | $385,615 | $0 | $0 | $0 | $1,901 | $0 | $4,550 | $0 | $22,119 | $0 | $414,185 | $0 | $0 | $0 |
| Robert Souza Jr | ||||||||||||||
| Interventional Rad Tech Lead | $360,436 | $0 | $0 | $0 | $173 | $0 | $17,550 | $0 | $35,443 | $0 | $413,602 | $0 | $0 | $0 |
| Julie Hatcher | ||||||||||||||
| VP, Human Resources | $293,249 | $0 | $0 | $0 | $62,362 | $0 | $15,202 | $0 | $11,433 | $0 | $382,246 | $0 | $0 | $0 |
| Gyu Keun Lee | ||||||||||||||
| Staff Nurse III | $347,150 | $0 | $0 | $0 | $693 | $0 | $4,550 | $0 | $32,651 | $0 | $385,044 | $0 | $0 | $0 |
| John R Gilchrist | ||||||||||||||
| Chf Dev Officer thru May 2015 | $266,998 | $0 | $0 | $0 | $45,000 | $0 | $3,466 | $0 | $11,433 | $0 | $326,897 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Questions Regarding Compensation | Schedule J, Part I, Line 3: The President & CEO is an employee of Daughters of Charity Health System ("DCHS"). DCHS uses one or more of the following methods to establish top management officials' compensation: independent compensation consultant, compensation survey or study, approval by the board or compensation committee, Form 990 of other organizations, and written employment contracts. |
| Severance Arrangements | Schedule J, Part I, Line 4a: Some of the listed individuals have a severance provision as part of their employment arrangement. The severance provisions ranges from 6 months to 2 years. |
| Nonqualified Retirement Plan | Schedule J, Part I, Line 4b: The following individuals participated in a supplemental nonqualified retirement plan, which is included in compensation reported on schedule J, Part II, Column C: Robert Issai $104,257 James Dover $16,246 David Carroll $7,867 George Block $6,706 Julie Hatcher $2,852 |
| Explanation of Other Reportable Compensation | Schedule J, Part II Certain individuals listed on Schedule J, Part II received a retention payment during the 2014 calendar year, which is reported as "Other Reportable Compensation" on Schedule J, Part II, Column (b)(iii). The payments were made to retain employees whose continuity of employment was essential during the transaction period of solicitation of proposals for the sale of the Daughters of Charity Health System, which includes this filing organization. These payments were approved in advance by the Board of Directors of Daughters of Charity Health System. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CA Statewide Communities Development Authority | ||||||||
| A | 680164610 | 13080SCV4 | 2014-07-30 | $110,000,000 | Working Capital | false | false | Yes (true) |
| CA Statewide Communities Development Authority | ||||||||
| B | 680164610 | 13080SCX0 | 2014-08-27 | $15,000,000 | Working Capital | false | false | Yes (true) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $23,089,000 | $0 | $0 | $0 | $419,800 | $0 | $22,669,200 | $0 | $0 | $0 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $3,148,500 | $0 | $0 | $0 | $0 | $0 | $3,148,500 | $0 | $0 | $0 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part I, Column (e) | FormAndLineReferenceDesc |
| Explanation | The issue price for the bond dated 7/30/2014 is $110,000,000 (as declared on the filed Form 8038); O'Connor Hospital benefited from $23,089,000 of these funds. The issue price for the bond dated 8/27/2014 is $15,000,000 (as declared on the filed Form 8038); O'Connor Hospital benefited from $3,148,500 of these funds. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Medical Equipment | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,259 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a: | The Daughters of Charity Health System ("DCHS") is a regional health care system of hospitals and medical centers ("Local Health Ministries") spanning the California coast from the San Francisco Bay Area to Los Angeles. In the spirit of our founders, St. Vincent de Paul, St. Louise de Marillac and St. Elizabeth Ann Seton, the Daughters of Charity Health System is committed to serving the sick and the poor. With Jesus Christ as our model, we advance and strengthen the healing mission of the Catholic Church by providing comprehensive, excellent health care that is compassionate and attentive to the whole person: body, mind and spirit. We promote healthy families, responsible stewardship of the environment, and a just society through values-based relationships and community based collaboration. Every day in DCHS Local Health Ministries, dedicated associates, physicians and volunteers provide quality, compassionate care. These thousands of people are the hands and hearts of the Daughters of Charity, reaching out to provide comfort and holistic healing - body, mind and spirit - to the people of California, just as the first Daughters did more than 150 years ago. As a member of the Daughters of Charity Health System, O'Connor Hospital continues to uphold its mission of providing quality medical services to the most vulnerable populations, the sick, the poor, the elderly, and children. O'Connor Hospital is committed to the fulfillment of the mission of its founding sisters through the delivery of charitable services and care to the community. During fiscal year ended June 30, 2015, O'Connor Hospital provided total quantifiable community benefits of $243.6 million. After offsetting direct revenue, O'Connor Hospital provided unsponsored community benefits of $64.4 million, at cost. Total unsponsored community benefits of $64.4 million, at cost, consisted of quantifiable unsponsored benefits for the poor at a cost of $44.1 million, quantifiable unsponsored benefits to the broader community at a cost of $0.1 million, and quantifiable unsponsored benefits to beneficiaries of the Medicare program at a cost of $20.2 million. |
| Form 990 Part IV, Line 12A, and Part XII, Line 2b and 2c: | The financial statements of the organization are consolidated by the Daughters of Charity Health System and include each of the affiliated Local Health Ministries, their related fundraising Foundations and other related organizations (as listed on Form 990 Schedule R) in accordance with GAAP and audited by an independent public accounting firm. The Daughters of Charity Health System's Board and Audit Committee of the Board have responsibility for oversight of the audit of the consolidated financial statements and selection of the independent public accounting firm. |
| Form 990 Part VI, Line 6: | O'Connor Hospital has only one member, Daughters of Charity Health System, a California nonprofit religious corporation. |
| Form 990 Part VI, Line 7a: | The Member's Board of Directors may appoint the organization's directors and officers. |
| Form 990 Part VI, Line 7b: | The sole member has broad powers including the power to amend the Bylaws and Articles of Incorporation, and approve, interpret and change any statement of mission, philosophy, role or purpose of O'Connor Hospital. The member has the right to approve any merger, dissolution, consolidation or reorganization of O'Connor Hospital. In addition, the member has the right to approve capital and operating budgets, approve debt incurred or guaranteed, approve the disposition of the assets, and establish policy concerning quality of care, finance and resources. Finally, the member has such other powers and rights as provided by the California Nonprofit Corporation Law. |
| Form 990, Part VI, Line 11b: | Grant Thornton LLP and the organization's finance staff work together to gather the required tax information necessary to complete the tax returns. The initial draft return is reviewed by Grant Thornton and the finance staff. After the return is discussed and reviewed, recommended changes are reflected on the return and a draft return is prepared. The draft return is then circulated to the board of directors prior to filing with the Internal Revenue Service. |
| Form 990, Part VI, Line 12c: | The Daughters of Charity Health System ("DCHS") has a Conflict of Interest Policy that covers DCHS and all of its affiliates. The policy provides for a systematic and ongoing method of requiring individuals who have decision making responsibility to disclose and address potential and actual conflicts of interest. Covered individuals are required to complete an annual statement disclosing any conflicts of interest and have a duty to update the disclosure for any potential conflicts of interest that arise during the year. The Presidents/CEOs of the health ministries report the conflict of interest findings and resolutions to their respective Board of Directors. This policy is reviewed annually for compliance by the DCHS's Corporate Responsibility Officer. |
| Form 990, Part VI, Line 15a and 15b: | The Daughters of Charity Health System ("DCHS") compensation programs cover DCHS and all of its affiliated Local Health Ministries. The CEO of each Local Health Ministry is employed by DCHS. The DCHS compensation programs are designed to recruit, retain, and motivate qualified executives. The programs are designed for positions that have a significant impact on the high-level strategic and policy direction of DCHS and its affiliated Local Health Ministries. All of the Local Health Ministry CEOs are paid directly by DCHS and covered by the DCHS compensation programs. Market data analyses are made of comparable organizations within the industry and within the region. Total compensation is established for all executive positions to target similar total compensation of comparable organization market compensation. Base pay is established for all executive positions to target the median range of comparable organization market compensation. DCHS utilizes a benefits committee to review compensation and benefits. The DCHS Board of Directors reviews and approves compensation recommended by the benefits committee, and documents its conclusion that the proposed compensation is reasonable. In evaluating and finalizing its determination of base pay and total compensation for comparable positions at comparable organizations in comparable markets, DCHS utilizes available market data analyses including the DCHS benefits committee, independent compensation consultant, Form 990 of other organizations, written employment contracts, compensation survey or study, recommendation of the benefits committee and approval by the DCHS Board of Directors. |
| Form 990, Part VI, Line 19: | O'Connor Hospital makes its Form 990 available upon request. |
| Form 990, Part XI, Line 9: | The other changes in net assets or fund balance consists of the following: Change in Funded Status of Pension Plans $(2,398,000) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Part VII | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Part VII | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Part VII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| O'Connor Hospital Foundation | ||
| c | $1,590,858 | Cost |
| O'Connor Hospital Foundation | ||
| o | $473,670 | Cost |
| O'Connor Hospital Foundation | ||
| q | $96,542 | Cost |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part II | THE FOLLOWING ORGANIZATIONS LISTED BELOW ARE RELATED TO THE FILING ORGANIZATION: DAUGHTERS OF CHARITY MINISTRY SERVICES CORPORATION 26000 ALTAMONT ROAD LOS ALTOS HILLS, CA 94022-4317 EIN: 77-0482943 COL (B): PRIMARY ACTIVITY - MANAGERIAL AND CONSULTING SERVICES IN THE AREAS OF FINANCE, ADMINISTRATION AND FACILITIES TO THE DAUGHTERS OF CHARITY OF ST. VINCENT DE PAUL PROVINCE OF THE WEST MINISTRIES. COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 1 COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY OF ST. VINCENT DE PAUL PROVINCE OF THE WEST COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO DAUGHTERS OF CHARITY HEALTH SYSTEM 203 REDWOOD SHORES PARKWAY, SUITE 800 REDWOOD CITY, CA 94065 EIN: 91-2145484 COL (B): PRIMARY ACTIVITY - HEALTH SYSTEM LEADERSHIP AND SUPPORT TO HEALTH MINISTRIES. COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11B COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY MINISTRY SERVICES CORPORATION COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO CARITAS BUSINESS SERVICES 203 REDWOOD SHORES PARKWAY, SUITE 800 REDWOOD CITY, CA 94065 EIN: 51-0659139 COL (B): PRIMARY ACTIVITY - PROMOTE AND SUPPORT THE ACTIVITIES OF THE DAUGHTERS OF CHARITY HEALTH SYSTEM AND ITS LOCAL HEALTH MINISTRIES BY PERFORMING ACCOUNTING, BUDGETING AND PATIENT FINANCIAL SERVICES ON A CENTRALIZED BASIS, ALL OF WHICH MUST BE PROVIDED INTERNALLY BY EACH HOSPITAL FOR ITS EXEMPT OPERATIONS IF NOT PROVIDED BY CARITAS BUSINESS SERVICES. COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11A COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY HEALTH SYSTEM COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO HOTEL DIEU, INC. 203 REDWOOD SHORES PARKWAY, SUITE 800 REDWOOD CITY, CA 94065 EIN: 95-475156 COL (B): PRIMARY ACTIVITY - LOW-INCOME RESIDENCE FOR FRAGILE SENIOR CITIZENS COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 9 C COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY MINISTRY SERVICES CORPORATION COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO O'CONNOR HOSPITAL FOUNDATION 2105 FOREST AVENUE SAN JOSE, CA 95128 EIN: 77-0006295 COL (B): PRIMARY ACTIVITY - FUNDRAISING COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11A COL (F): DIRECT CONTROLLING ENTITY NAME - O'CONNOR HOSPITAL COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - YES ROBERT F. KENNEDY MEDICAL CENTER 203 REDWOOD SHORES PARKWAY, SUITE 800 REDWOOD CITY, CA 94065 EIN: 91-2154440 COL (B): PRIMARY ACTIVITY - HOSPITAL - INACTIVE COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 3 COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY HEALTH SYSTEM COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO ROBERT F. KENNEDY MEDICAL CENTER FOUNDATION 203 REDWOOD SHORES PARKWAY, SUITE 800 REDWOOD CITY, CA 94065 EIN: 95-3745227 COL (B): PRIMARY ACTIVITY - FUNDRAISING - INACTIVE COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11A COL (F): DIRECT CONTROLLING ENTITY NAME - ROBERT F. KENNEDY MEDICAL CENTER COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO ST. FRANCIS MEDICAL CENTER 3630 EAST IMPERIAL HIGHWAY LYNWOOD, CA 90262-2636 EIN: 91-2154439 COL (B): PRIMARY ACTIVITY - HOSPITAL COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 3 COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY HEALTH SYSTEM COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO ST. FRANCIS MEDICAL CENTER OF LYNWOOD FOUNDATION 3630 EAST IMPERIAL HIGHWAY, SUITE 400 LYNWOOD, CA 90262-2636 EIN: 95-3190773 COL (B): PRIMARY ACTIVITY - FUNDRAISING COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11A COL (F): DIRECT CONTROLLING ENTITY NAME - ST. FRANCIS MEDICAL CENTER COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO SAINT LOUISE REGIONAL HOSPITAL 9400 NO NAME UNO GILROY, CA 95020 EIN: 91-2154437 COL (B): PRIMARY ACTIVITY - HOSPITAL COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 3 COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY HEALTH SYSTEM COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO SAINT LOUISE REGIONAL HOSPITAL FOUNDATION 9400 NO NAME UNO GILROY, CA 95020 EIN: 56-2384735 COL (B): PRIMARY ACTIVITY - FUNDRAISING COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11A COL (F): DIRECT CONTROLLING ENTITY NAME - SAINT LOUISE REGIONAL HOSPITAL COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO ST. VINCENT MEDICAL CENTER 2131 WEST 3RD STREET LOS ANGELES, CA 90057 EIN: 91-2154438 COL (B): PRIMARY ACTIVITY - HOSPITAL COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 3 COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY HEALTH SYSTEM COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO ST. VINCENT DE PAUL ETHICS CORPORATION 3630 EAST IMPERIAL HIGHWAY LYNWOOD, CA 90262 EIN: 95-4426405 COL (B): PRIMARY ACTIVITY - SUPPORTS DCHS MINISTRIES COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11A COL (F): DIRECT CONTROLLING ENTITY NAME - ST. FRANCIS MEDICAL CENTER COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO ST. VINCENT DIALYSIS CENTER 2131 WEST THIRD STREET LOS ANGELES, CA 90057 EIN: 95-3749293 COL (B): PRIMARY ACTIVITY - HOSPITAL COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 3 COL (F): DIRECT CONTROLLING ENTITY NAME - ST. VINCENT MEDICAL CENTER COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO ST. VINCENT FOUNDATION 2200 WEST THIRD STREET, SUITE 200 LOS ANGELES, CA 90057 EIN: 95-3922511 COL (B): PRIMARY ACTIVITY - FUNDRAISING COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11A COL (F): DIRECT CONTROLLING ENTITY NAME - ST. VINCENT MEDICAL CENTER COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO ST. VINCENT SENIOR CENTER NUTRITION PROGRAM, INC. 2131 WEST THIRD STREET LOS ANGELES, CA 90057 EIN: 95-3696693 COL (B): PRIMARY ACTIVITY - NUTRITION PROGRAM COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 9 COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY MINISTRY SERVICES CORPORATION COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO SETON MEDICAL CENTER 1900 SULLIVAN AVENUE DALY CITY, CA 94015 EIN: 91-2154441 COL (B): PRIMARY ACTIVITY - HOSPITAL COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 3 COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY HEALTH SYSTEM COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO SETON MEDICAL CENTER FOUNDATION 1900 SULLIVAN AVENUE DALY CITY, CA 94015 EIN: 94-2824033 COL (B): PRIMARY ACTIVITY - FUNDRAISING COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 11A COL (F): DIRECT CONTROLLING ENTITY NAME - SETON MEDICAL CENTER COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO DCHS MEDICAL FOUNDATION 400 RACE STREET SAN JOSE, CA 95126 EIN: 41-3691852 COL (B): PRIMARY ACTIVITY - MEDICAL FOUNDATION COL (C): LEGAL DOMICILE - CA COL (D): EXEMPT CODE SECTION - 501(C)(3) COL (E): PUBLIC CHARITY STATUS - 9 COL (F): DIRECT CONTROLLING ENTITY NAME - DAUGHTERS OF CHARITY HEALTH SYSTEM COL (G): SECTION 512(B)(13) CONTROLLED ENTITY - NO |
| Schedule R, Part III | O'CONNOR HEALTH CENTER 1, A CALIFORNIA LIMITED PARTNERSHIP 1960 THE ALAMEDA, SUITE 20 SAN JOSE, CA 95126 EIN: 77-0419045 COL (B): PRIMARY ACTIVITY - DEVELOPMENT AND RENTAL COL (C): LEGAL DOMICILE - CA COL (D): DIRECT CONTROLLING ENTITY NAME - O'CONNOR HOSPITAL COL (E): PREDOMINANT INCOME - INVESTMENT OR OTHER INCOME EXCLUDED FROM TAX UNDER SECTION 512, 513, OR 514 COL (F): SHARE OF TOTAL INCOME - $677,423 COL (G): SHARE OF END-OF-YEAR ASSETS - $3,433,289 COL (H): DISPROPORTIONATE ALLOCATIONS - NO COL (I): CODE V - UBI AMOUNT IN BOX 20 OF SCHEDULE K-1 (FORM 1065) - $0 COL (J): GENERAL OR MANAGING PARTNER - NO COL (K): PERCENTAGE OF OWNERSHIP - 75% |
| Schedule R, Part IV | MARILLAC INSURANCE COMPANY, LTD. C/O AON INSURANCE MANAGERS (CAYMAN), LTD. P.O. BOX 69, GRAND CAYMAN KY1-1102 EIN: 98-0417930 COL (B): PRIMARY ACTIVITY - INSURANCE COL (C): LEGAL DOMICILE - CJ COL (D): DIRECT CONTROLLING ENTITY NAME - N/A COL (E): TYPE OF ENTITY - C CORPORATION COL (F): SHARE OF TOTAL INCOME - N/A COL (G): SHARE OF END-OF-YEAR ASSETS - N/A COL (H): PERCENTAGE OWNERSHIP - N/A COL (I): SECTION 512(b)(13) CONTROLLED ENTITY - N/A |
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