2016-05-12T11:11:53-05:00 2015-06-30 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE SUITE 1700 IRVINE CA 92612 990 2014-07-01 953222343 HOAG HOSPITAL FOUNDATION % FLYNN ANDRIZZI HOAG 9497647219 330 PLACENTIA AVE NEWPORT BEACH CA 92663 FLYNN ANDRIZZI PRESIDENT 9497647219 2016-05-09 true KARA ADAMS P00023315 9497942300 2014 2016-08-17 19:52:53Z Flynn Andrizzi 330 PLACENTIA AVE NEWPORT BEACH CA 92663 45964964 false X www.hoaghospitalfoundation.org X 1977 CA THE MISSION OF HOAG HOSPITAL FOUNDATION IS ADVANCING THE MISSION OF HO ADVANCING THE MISSION OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN THROUGH MEANINGFUL AND INSPIRATIONAL PHILANTHROPIC PARTNERSHIPS. 22 19 0 250 50047 0 20546648 36876427 0 0 6508741 8838742 -95609 -21578 26959780 45693591 13121206 16124255 0 0 3409380 4611365 0 0 5430508 2860960 3300059 19391546 24035679 7568234 21657912 188682805 207245435 5909402 6213443 182773403 201031992 HOAG HOSPITAL FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE FUNDS FOR HOAG MEMORIAL HOSPITAL 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BRAITHWAITE BD MBR/CEO-HOAG/REG VP-S CA RG 2.0 52.0 X 0 952049 39288 RICHARD AFABLE MD BM/SJ EVP/FMR PRES,CEO,BM HMHP 2.0 52.0 X 0 1154319 35627 BYRON E ALLUMBAUGH BOARD MEMBER 2.0 0.0 X 0 0 0 JEREMY JONES BOARD MEMBER 2.0 0.0 X 0 0 0 SANDRA SIMON BOARD MEMBER 2.0 0.0 X 0 0 0 THOMAS L OLDS JR BOARD MEMBER 2.0 0.0 X 0 0 0 ROBERT ROTH BOARD MEMBER 2.0 0.0 X 0 0 0 ROGER KIRWAN CHAIR/BD MBR HCS/BD MBR HMHP 5.0 3.0 X X 0 0 0 CYNTHIA STOKKE VICE CHAIR 3.0 2.0 X X 0 0 0 ANDREW A FIMIANO TREASURER 2.0 0.0 X X 0 0 0 JAMES SLAVIK BOARD MEMBER 2.0 0.0 X 0 0 0 JAMES T MORRIS BOARD MEMBER 2.0 0.0 X 0 0 0 BENJAMIN R DU BOARD MEMBER 2.0 0.0 X 0 0 0 FLYNN ANDRIZZI PRESIDENT/SVP HMHP/BD MBR HCS 50.0 3.0 X X 0 472620 49104 LAURI DELSON BOARD MEMBER 2.0 0.0 X 0 0 0 ROBERT BRUNSWICK BOARD MEMBER 2.0 0.0 X 0 0 0 PEI-YUAN CHIA BOARD MEMBER 2.0 0.0 X 0 0 0 KENYA BECKMAN VP, DEVELOPMENT CAMPAIGN 50.0 0.0 X 0 296482 20470 GREG GISSENDANNER ED MAJOR & PRINCIPLE GIFTS 50.0 0.0 X 0 233170 8873 JULIE HEGGENESS EXEC DIR PLANNED GIVING 50.0 0.0 X 0 157043 9475 DEBRA MCCUNE VP STEWARDSHIP/DONOR RELATIONS 50.0 0.0 X 0 221348 13915 CHRISTIAN WARD DIRECTOR OF DEVELOPMENT 50.0 0.0 X 0 159214 18459 JEFF PURSER FORMER KEY EMPLOYEE 0.0 50.0 X 0 319706 42256 0 3965951 237467 0 true true false MARK KASS INC 31699 VIA PUERTA DEL SOL BONSALL CA 92003 PRINTING SERVICES 261143 1 22190 1259297 0 35594940 2194930 36876427 0 8838742 8838742 0 0 9374 9374 0 9374 9374 0 190374 1259297 271373 -80999 -80999 0 0 UBI FROM PARTNERSHIPS/LLCS 525990 50047 0 50047 0 50047 45693591 9374 50047 8757743 16124255 16124255 0 0 0 0 0 0 503484 0 100697 402787 0 0 3171351 0 634270 2537081 433892 0 261665 172227 277690 0 55538 222152 224948 0 44990 179958 587811 0 117562 470249 35494 0 7099 28395 219718 0 219718 0 0 0 0 0 0 0 684964 0 684964 0 0 316106 0 63221 252885 293981 0 58796 235185 64350 0 12870 51480 0 0 0 0 372853 0 74570 298283 57683 0 11536 46147 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Purchased Services 667099 0 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0 107000015 0.21000 0.49000 0.30000 true false EQUITY COMMINGLED FUNDS 28884613 F HEDGE FUNDS 29318089 F EQUITY 16132705 F REAL ASSETS 11754121 F 86089528 0 DUE TO HOAG HOSPITAL 3499832 3499832 X SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS HOAG HOSPITAL FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE FINANCIAL RESERVES AND EARNINGS FOR FUTURE NEEDS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE ACCOUNTING STANDARDS CODIFICATION (ASC 740), INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2015 OR 2014. Central America and the Caribbean Investments 28374353 East Asia and the Pacific Investments, program-relate 101 Europe (Including Iceland and Greenland) Investments, program-relate 1044731 29419185 29419185 true false true true true false SCHEDULE F, PART I, LINE 3, COLUMN F ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUE OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED JUNE 30, 2015. CIRCLE 1000 704113 678143 25970 47173 CHRISTMAS BALL 625588 474217 151371 26700 113322 1 119970 106937 13033 8000 76178 1449671 1259297 190374 34700 236673 271373 -80999 true HOAG MEMORIAL HOSPITAL PRESBYTERIAN ONE HOAG DR BOX 6100 NEWPORT BEACH CA 92658 951643327 501(c)(3) 15714646 0 PROGRAM SUPPORT ORTHOPEDIC EDUCATION AND RESEARCH INSTITUTE 280 SOUTH MAIN STREET ORANGE CA 92868 753078627 501(c)(3) 409609 0 RESEARCH ORTHOPEDIC CARE 2 SCHEDULE I, PART I, LINE 2 DESCR OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS GRANTS ARE SENT TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN TO OFFSET EXPENDITURES THAT HAVE BEEN INCURRED. ALL DOCUMENTATION IS OBTAINED TO SUPPORT THE USE OF GRANTS. RECIPIENTS OF THE GRANTS ARE REVIEWED AT THE TIME THE GRANTS ARE GIVEN. X true false false true false false false false false false false ROBERT BRAITHWAITE BD MBR/CEO-HOAG/REG VP-S CA RG 0 556186 0 295295 0 100568 0 4230 0 35058 0 991337 0 0 RICHARD AFABLE MD BM/SJ EVP/FMR PRES,CEO,BM HMHP 0 734253 0 282505 0 137561 0 3069 0 32558 0 1189946 0 0 FLYNN ANDRIZZI PRESIDENT/SVP HMHP/BD MBR HCS 0 387191 0 79421 0 6008 0 23176 0 25928 0 521724 0 0 KENYA BECKMAN VP, DEVELOPMENT CAMPAIGN 0 251726 0 44267 0 489 0 4710 0 15760 0 316952 0 0 GREG GISSENDANNER ED MAJOR & PRINCIPLE GIFTS 0 183226 0 49595 0 349 0 3554 0 5319 0 242043 0 0 JULIE HEGGENESS EXEC DIR PLANNED GIVING 0 143632 0 12228 0 1183 0 1933 0 7542 0 166518 0 0 DEBRA MCCUNE VP STEWARDSHIP/DONOR RELATIONS 0 187404 0 30864 0 3080 0 4365 0 9550 0 235263 0 0 CHRISTIAN WARD DIRECTOR OF DEVELOPMENT 0 131475 0 26008 0 1731 0 3177 0 15282 0 177673 0 0 JEFF PURSER FORMER KEY EMPLOYEE 0 154357 0 150000 0 15349 0 16900 0 25356 0 361962 0 0 SCHEDULE J, PART I, LINE 1A WRITTEN POLICY REGARDING PAYMENT OF EXPENSES WHILE THE FORM W-2S ARE ISSUED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), THE TAX-EXEMPT PARENT OF HOAG HOSPITAL FOUNDATION, THE FOUNDATION REIMBURSES HMHP AND PROVIDES THE BENEFIT. THE ORGANIZATION'S PRESIDENT WAS PROVIDED WITH A RELOCATION LOAN. EACH YEAR THERE IS IMPUTED INCOME THAT IS GROSSED UP FOR TAX PURPOSES WHICH IS REPORTED AS TAXABLE INCOME TO THE EXECUTIVE AND INCLUDED IN COLUMN B (III) OF PART II. SCHEDULE J, PART I, LINE 3 METHODS USED TO DETERMINE EXECUTIVE DIRECTOR/PRESIDENT COMPENSATION THE ORGANIZATION'S PRESIDENT IS PAID BY ITS TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP), AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY HMHP TO REVIEW AND DETERMINE COMPENSATION. SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE ORGANIZATION'S TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. FLYNN ANDRIZZI PARTICIPATES IN A SERP PLAN IN ACCORDANCE WITH HIS EMPLOYMENT CONTRACT WITH HOAG MEMORIAL HOSPITAL PRESBYTERIAN, A RELATED TAX-EXEMPT ORGANIZATION. NO PAYOUTS WERE MADE DURING THE CURRENT YEAR. HMHP MAINTAINS A LEGACY DEFERRED COMPENSATION PLAN THAT IS FROZEN (NO NEW CONTRIBUTION CAN BE MADE). FLYNN ANDRIZZI PRESIDENT RECRUITMENT X 335000 60000 false true true 60000 X 23 2194930 COST/SELLING PRICE false true false SCHEDULE M, PART I, COLUMN B THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART V, LINE 2A W-2S HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) PAYS ALL EMPLOYEES OF HOAG HOSPITAL FOUNDATION (HHF) AND THEREFORE ISSUES ALL W-2S. HHF REIMBURSES HMHP FOR ALL EMPLOYEE COMPENSATION. FORM 990, PART VI, LINE 2 BOARD CHAIR GARY MCKITTERICK AND BOARD MEMBER ROBERT BRUNSWICK HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS THE DIRECTORS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN, A RELATED TAX-EXEMPT ORGANIZATION, ARE INDIVIDUAL MEMBERS OF HOAG HOSPITAL FOUNDATION. FORM 990, PART VI, LINE 7A POWER TO ELECT OR APPOINT MEMBERS THE ORGANIZATION'S MEMBERS ELECT THE DIRECTORS OF HOAG HOSPITAL FOUNDATION. FORM 990, PART VI, LINE 7B DECISIONS RESERVED FOR MEMBERS OR STOCKHOLDERS THE ORGANIZATION'S MEMBERS MUST APPROVE THE FOLLOWING: A) CHANGES TO THE ARTICLES OF INCORPORATION; B) CHANGES OR AMENDMENTS TO THE BYLAWS; C) APPOINTMENT AND REMOVAL OF DIRECTORS; D) REMOVAL OF OFFICERS; E) ANY CHANGE IN THE FUNDAMENTAL NATURE OF THE FOUNDATION; F) DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS G) ANY MERGER, CONSOLIDATION OR SIMILAR REORGANIZATION OF THE CORPORATE STRUCTURE, OR DISSOLUTION, OF THE FOUNDATION; AND H) CHANGES TO THE INVESTMENT POLICY STATEMENT AND/OR CHANGE IN THE PRIMARY INVESTMENT CONSULTANT RECOMMENDED BY THE INVESTMENT COMMITTEE. FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE 990 THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT COMMITTEE OF THE BOARD THE REVIEW OF FORM 990 PRIOR TO ISSUANCE. MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION, PREPARES AND REVIEWS THE FORM 990. THE AUDIT COMMITTEE IS PROVIDED WITH A DRAFT OF THE FORM 990 AND IS PROVIDED AMPLE TIME TO READ THE DOCUMENT AND DEVELOP QUESTIONS. THE AUDIT COMMITTEE THEN CONVENES PRIOR TO ISSUANCE OF THE FORM 990 TO REVIEW AND DISCUSS THE DRAFT FORM 990 WITH MANAGEMENT AND EXTERNAL EXPERTS HIRED BY MANAGEMENT. AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEBSITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, LINE 12C MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT IN CONNECTION WITH THAT INDIVIDUAL SATISFYING THEIR FIDUCIARY OBLIGATIONS TO THE ORGANIZATION. DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE CONSUMMATION OF ANY CONTRACT OR TRANSACTION. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. INDIVIDUAL TRANSACTIONS THAT OCCUR BETWEEN THE ANNUAL QUESTIONNAIRES ARE REVIEWED BY THE CORPORATION'S LEGAL AND COMPLIANCE OFFICERS FOR POTENTIAL CONFLICT OF INTEREST. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT SHALL REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTION OR ARRANGEMENT, OR BE EXCUSED FROM ANY MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED. FORM 990, PART VI, LINES 15A & 15B PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION'S PRESIDENT IS PAID BY ITS TAX-EXEMPT PARENT, HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) AND THE ORGANIZATION REIMBURSES HMHP FOR THE COMPENSATION. PLEASE SEE BELOW FOR THE PROCESS COMPLETED BY HMHP TO REVIEW AND DETERMINE COMPENSATION. THE COMPENSATION OF THE PRESIDENT AND ALL VICE PRESIDENTS (KEY EMPLOYEES) IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF SIX YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2015. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958. FORM 990, PART VI, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN SPLIT INTEREST AGREEMENTS $ 1,236,783 UBI GAIN FROM PARTNERSHIPS/LLC'S ($ 50,047) ROUNDING ($ 1) ============ TOTAL $ 1,186,735 COVENANT HEALTH NETWORK INC 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 461259908 HEALTHCARE CA 501(C)(3) 11,III SJHS true COVENANT ACO 3615 19TH STREET LUBBOCK TX 79410 611573313 HEALTHCARE TX 501(C)(3) 11,I CHS true COVENANT HEALTH SYSTEM 3615 19TH STREET LUBBOCK TX 79410 752765566 HEALTHCARE TX 501(C)(3) 3 SJHS true COVENANT HEALTH SYSTEM FOUNDATION 3623 22ND PLACE LUBBOCK TX 79410 752897026 HEALTHCARE TX 501(C)(3) 7 CHS true COVENANT MEDICAL GROUP 3420 22ND PLACE LUBBOCK TX 79410 752743883 HEALTHCARE TX 501(C)(3) 3 CHS true COVENANT HEALTH PARTNERS 3615 19TH STREET LUBBOCK TX 79410 463516417 HEALTHCARE TX 501(C)(3) 11,I CHS true HOAG CHARITY SPORTS 330 PLACENTIA AVE NEWPORT BEACH CA 92663 452982422 SUPPORT CA 501(C)(3) 7 HHF true HOAG MEMORIAL HOSPITAL PRESBYTERIAN 1 HOAG ROAD BOX 6100 NEWPORT BEACH CA 92663 951643327 HEALTHCARE CA 501(C)(3) 3 CHN true HOME CARE PARTNERS 1165 MONTGOMERY DR SANTA ROSA CA 95405 680318656 INACTIVE CA 501(C)(3) 3 SRMH true HOSPICE OF LUBBOCK 3702 21ST STREET LUBBOCK TX 79410 752133781 HEALTHCARE TX 501(C)(3) 9 CHS true LUBBOCK METHODIST HOSPITAL FOUNDATION 3615 19TH STREET LUBBOCK TX 79410 752220963 HEALTHCARE TX 501(C)(3) 7 CHS true METHODIST CHILDREN'S HOSPITAL 3610 21ST STREET LUBBOCK TX 79410 752428911 HEALTHCARE TX 501(C)(3) 3 CHS true METHODIST HOSPITAL LEVELLAND 1900 COLLEGE AVENUE LEVELLAND TX 79336 752246348 HEALTHCARE TX 501(C)(3) 3 CHS true METHODIST HOSPITAL PLAINVIEW 2601 DIMMITT ROAD PLAINVIEW TX 79072 752426010 HEALTHCARE TX 501(C)(3) 3 CHS true MISSION HOSPITAL REGIONAL MEDICAL CTR 27700 MEDICAL CENTER ROAD MISSION VIEJO CA 92691 951643360 HEALTHCARE CA 501(C)(3) 3 CHN true QUEEN OF THE VALLEY MEDICAL CENTER 1000 TRANCAS STREET NAPA CA 94558 941243669 HEALTHCARE CA 501(C)(3) 3 SJHS true REDWOOD MEMORIAL FOUNDATION 3300 RENNER DRIVE FORTUNA CA 95540 942779313 HEALTHCARE CA 501(C)(3) 7 RMH true REDWOOD MEMORIAL HOSPITAL 3300 RENNER DRIVE FORTUNA CA 95540 941384665 HEALTHCARE CA 501(C)(3) 3 SJHS true SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DR SANTA ROSA CA 95405 941231005 HEALTHCARE CA 501(C)(3) 3 SJHS true SISTERS OF ST JOSEPH OF ORANGE 480 S BATAVIA ORANGE CA 92868 951643383 RELIGIOUS ORG CA 501(C)(3) 1 NA false SRM ALLIANCE HOSPITAL SERVICES (PVH) 400 NORTH MCDOWELL BLVD PETALUMA CA 94954 680395200 HEALTHCARE CA 501(C)(3) 3 SRMH true ST JOSEPH HEALTH MINISTRY 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 271666576 RELIGIOUS ORG CA 501(C)(3) 1 SSJO false ST JOSEPH HEALTH SYSTEM 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 953589356 HEALTHCARE CA 501(C)(3) 11, I SJHM false ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 330143024 HEALTHCARE CA 501(C)(3) 7 SJHS true ST JOSEPH HOME CARE NETWORK 1111 SONOMA STE 308 SANTA ROSA CA 95405 680331084 HEALTHCARE CA 501(C)(3) 9 SJHS true ST JOSEPH HOSPITAL OF EUREKA 2700 DOLBEER STREET EUREKA CA 95501 941156596 HEALTHCARE CA 501(C)(3) 3 SJHS true ST JOSEPH HOSPITAL OF ORANGE 1100 WEST STEWART DRIVE ORANGE CA 92868 951643359 HEALTHCARE CA 501(C)(3) 3 CHN true ST JUDE HOSPITAL YORBA LINDA 200 WEST CENTER ST PROMENADE ANAHEIM CA 92805 330185031 HEALTHCARE CA 501(C)(3) 3 SJHS true ST JUDE HOSPITAL INC 101 EAST VALENCIA MESA DRIVE FULLERTON CA 92635 951643324 HEALTHCARE CA 501(C)(3) 3 CHN true ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY CA 92307 951914489 HEALTHCARE CA 501(C)(3) 3 CHN true ST MARY OF THE PLAINS HOSPITAL FDN 4000 24TH STREET LUBBOCK TX 79410 751653181 HEALTHCARE TX 501(C)(3) 7 CHS true TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA CA 92701 593816355 WORK DEVELOPM CA 501(C)(3) 2 SSJO true COVENANT LONG-TERM CARE LP SEE PART VII NEWPORT BEACH CA 92660 330191776 HEALTHCARE TX NA N/A HEALTHCARE DESIGN & CONSTRUCT SEE PART VII NEWPORT BEACH CA 92660 203014704 REAL ESTATE DE NA N/A HEALTHCARE PROPERTY ADVISORS SEE PART VII NEWPORT BEACH CA 92660 REAL ESTATE DE NA N/A HERITAGE INVESTMENT GROUP INVESTMENTS CA NA N/A HOAG ORTHOPEDIC INSTITUTE HEALTHCARE CA NA N/A LUBBOCK SURGERY CENTER LTD HEALTHCARE TX NA N/A METHODIST DIAGNOSTIC IMAGING HEALTHCARE TX NA N/A MISSION AMBULATORY SURGICENTER HEALTHCARE CA NA N/A NEWPORT IMAGING CENTER HEALTHCARE CA NA N/A SHA LLC INSURANCE TX NA N/A ST JOSEPH PHYSICIAN VENTURES REAL ESTATE CA NA N/A ST JOSEPH HLTH SYS HOME CARE HOME HEALTH CA NA N/A ST JOSEPH HLTH SYS HOME HLTH HOME HEALTH CA NA N/A THE INNOVATION INSTITUTE HEALTHCARE DE NA N/A TOTAL HEALTH ENVIRONMENT HEALTHCARE DE NA N/A ADVANCED SURGERY INSTITUTE LLC HEALTHCARE CA NA N/A NORTH BAY ENDOSCOPY CENTER HEALTHCARE CA NA N/A ALLIANCE PHYSICIAN SERVICES INACTIVE CA NA C-CORP AMERICAN UNITY GROUP LTD 90 PITTS BAY ROAD PEMBROKE HM08 BD CAPTIVE INSURANCE BD NA C-CORP COASTAL MANAGEMENT SERVICES ORGANIZATION 1 HOAG DRIVE BOX 6100 NEWPORT BEACH CA 92658 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MICHELSON DRIVE SUITE 100 IRVINE CA 92612 330155323 HEALTHCARE CA NA C-CORP ST JOSEPH YORBA PARK INACTIVE CA NA C-CORP false true false false false false false false false false true false true false false true false false true Hoag Memorial Hospital Presbyterian b 15714646 Accrual Hoag Memorial Hospital Presbyterian k 329682 Accrual Hoag Memorial Hospital Presbyterian m 90000 Accrual Hoag Memorial Hospital Presbyterian p 7352573 Accrual SCHEDULE R, PART III IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 HEALTHCARE DESIGN AND CONSTRUCTION EIN: 46-2611662 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HEALTHCARE PROPERTY ADVISORS, LLC EIN: 46-5497794 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. 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ORANGEWOOD AVENUE, STE 200 ORANGE, CA 92868-2012 THE INNOVATION INSTITUTE EIN: 90-0745066 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 TOTAL HEALTH ENVIRONMENT EIN: 46-4807513 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 ADVANCED SURGERY INSTITUTE LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD SUITE 110, PETALUMA, CA 94954