ST JOSEPH HEALTH SYSTEM FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH HEALTH SYSTEM FOUNDATION (EIN 33-0143024)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-11
- IRS object ID
- 201521319349302367
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T13:26:42-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4370 LA JOLLA VILLAGE DR STE 500 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330143024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH SYSTEM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JO ANN ESCASA-HAIGH | InCareOfNm |
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 9493814000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3345 MICHELSON DR | AddressLine1 |
| Address Line2 | Suite 100 | AddressLine2 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JO ANN ESCASA-HAIGH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-05-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA NITTA | PreparerPersonNm |
| PTIN | P01286320 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH COMMUNITY PARTNERSHIP FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GABRIELA ROBLES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3345 MICHELSON DR SUITE 100 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,063,066 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STJHS.ORG/SJHSPROGRAMS/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WE PROVIDE FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELL BEING OF THE POOR, AND UTILIZE THE STRENGTH AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $19,458,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,496,900 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,861,091 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,566,166 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $26,319,991 | PYTotalRevenueAmt |
| CY Total Revenue | $31,063,066 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,445,820 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,818,004 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $782,856 | PYOtherExpensesAmt |
| CY Other Expenses | $862,385 | CYOtherExpensesAmt |
| PY Total Expenses | $18,228,676 | PYTotalExpensesAmt |
| CY Total Expenses | $18,680,389 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,091,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,382,677 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,327,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,796,766 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $618,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $326,688 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $104,709,503 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $116,470,078 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,042,865 | ExpenseAmt |
| Grant | $17,818,004 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $18,042,865 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JO ANN ESCASA-HAIGH | PersonNm |
| Phone | 9493814000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3345 MICHELSON DR STE 100 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| SR MARIAN SCHUBERT | ||||||||
| CHAIRPERSON | 5.0 | 54.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JO ANN ESCASA-HAIGH | ||||||||
| Board Member/CFO-SJHS | 4.0 | 52.0 | Yes (X) | Yes (X) | $0 | $556,500 | $37,700 | |
| ANNETTE WALKER | ||||||||
| BOARD MEMBER | 2.0 | 52.0 | Yes (X) | $0 | $725,321 | $46,674 | ||
| KATHY HAYES | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOTTIE ANDREWS | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAIME MUNOZ | ||||||||
| BOARD MEMBER/SECRETARY | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JO SANDERSFELD | ||||||||
| BOARD MEMBER | 2.0 | 52.0 | Yes (X) | $0 | $302,545 | $35,840 | ||
| LEAH ERSOYLU | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SORA PARK TANJASIRI DRPH | ||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CARRILLO MD | ||||||||
| BOARD MEMBER | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| GABRIELA ROBLES | ||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $0 | $137,343 | $18,391 | ||
| DEBORAH PROCTOR | ||||||||
| CEO/INTERIM CHAIRPERSON | 0.0 | 50.0 | $0 | $1,685,839 | $308,449 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,407,548 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $447,054 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $24,496,900 | RelatedOrganizationsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $24,496,900 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,566,166 | TotalRevenueColumnAmt |
| Exclusion | $6,566,166 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,063,066 | TotalRevenueColumnAmt |
| Exclusion | $6,566,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,459,670 | TotalAmt |
| Program Services | $17,459,670 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,334 | TotalAmt |
| Program Services | $358,334 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,255 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $621,255 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,718 | TotalAmt |
| Program Services | $185,339 | ProgramServicesAmt |
| Management And General | $14,379 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,234 | TotalAmt |
| Program Services | $2,234 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,580 | TotalAmt |
| Program Services | $17,690 | ProgramServicesAmt |
| Management And General | $1,890 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,598 | TotalAmt |
| Program Services | $19,598 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,680,389 | TotalAmt |
| Program Services | $18,042,865 | ProgramServicesAmt |
| Management And General | $637,524 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,618,918 | BOYAmt |
| EOY | $3,401,818 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,910,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,706,957 | BOYAmt |
| EOY | $107,979,494 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726 | BOYAmt |
| EOY | $3,505,454 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,327,601 | BOYAmt |
| EOY | $116,796,766 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,950 | BOYAmt |
| EOY | $326,688 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,148 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,098 | BOYAmt |
| EOY | $326,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,699,616 | BOYAmt |
| EOY | $116,460,191 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,887 | BOYAmt |
| EOY | $9,887 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,709,503 | BOYAmt |
| EOY | $116,470,078 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,327,601 | BOYAmt |
| EOY | $116,796,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,382,677 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,022,717 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,644,819 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,263,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,436,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,052,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,458,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,496,900 | CurrentTaxYearAmt |
| Total | $113,708,005 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,263,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,436,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,052,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,458,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,496,900 | CurrentTaxYearAmt |
| Total | $113,708,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $113,708,005 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,519,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,106,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,689,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,861,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,566,165 | CurrentTaxYearAmt |
| Total | $24,743,561 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $138,451,566 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82128 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83581 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2014 OR 2013. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Grantmaking | $333,334 |
| South Asia | Grantmaking | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $358,334 | SubtotalSpentAmt |
| Total Spent | $358,334 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Central America and the Caribbean | Rebuild Hospital in Haiti | $333,334 | CHECK |
| East Asia and the Pacific | DISASTER RELIEF - TYPHOON HAIYAN | $25,000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | PROCEDURES FOR MONITORING USE OF GRANTS FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS ON THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES. |
| SCHEDULE F, PART II, LINE 1, COLUMN E | ORGANIZATION'S METHOD FOR ACCOUNTING FOR GRANTS ST. JOSEPH HEALTH SYSTEM FOUNDATION USES THE ACCRUAL METHOD FOR ACCOUNTING FOR GRANTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (68 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACCESS OC SOUTHERN CALIFORNIA | ||||||||
| 1505 EAST 17TH ST | SANTA ANA | CA | 92705 | 455011901 | 501(c)(3) | $43,505 | $0 | WELLNESS AND PREVENTION |
| ARCATA HOUSE | ||||||||
| 1005 11TH ST | ARCATA | CA | 95521 | 943163269 | 501(c)(3) | $40,000 | $0 | EMERGENCY FOOD & SHELTER |
| BREAST CANCER SOLUTIONS | ||||||||
| 2691 RICHTER AVE STE 114 | IRVINE | CA | 92606 | 330765783 | 501(c)(3) | $30,000 | $0 | WELLNESS & PREVENTION |
| CASA TERESA | ||||||||
| 123 W MAPLE ST | ORANGE | CA | 92866 | 953251986 | 501(c)(3) | $36,667 | $0 | EMERGENCY FOOD & SHELTER |
| CASA TERESA | ||||||||
| 123 W MAPLE ST | ORANGE | CA | 92866 | 953251986 | 501(c)(3) | $40,000 | $0 | WELLNESS & PREVENTION |
| CATHOLIC CHARITIES OF ORANGE COUNTY | ||||||||
| 1820 E 16TH ST | SANTA ANA | CA | 92701 | 953031389 | 501(c)(3) | $40,000 | $0 | EMERGENCY FOOD & SHELTER |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA AN | ||||||||
| 987 AIRWAY COURT | SANTA ROSA | CA | 95403 | 942479393 | 501(c)(3) | $50,000 | $0 | EMERGENCY FOOD & SHELTER |
| CATHOLIC CHARITIES SAN BERNARDINORIVERSIDE | ||||||||
| 1450 N D ST | SAN BERNARDINO | CA | 92405 | 953516461 | 501(c)(3) | $50,000 | $0 | EMERGENCY FOOD & SHELTER |
| COMMUNITY ACTION NAPA VALLEY | ||||||||
| 2310 LAUREL ST | NAPA | CA | 94558 | 941610851 | 501(c)(3) | $50,000 | $0 | EMERGENCY FOOD & SHELTER |
| COMMUNITY ACTION PARTNERSHIP ORANGE COUNTY | ||||||||
| 11870 MONARCH ST | GARDEN GROVE | CA | 92841 | 952452787 | 501(c)(3) | $25,000 | $0 | EMERGENCY FOOD & SHELTER |
| COMMUNITY ACTION PARTNERSHIP ORANGE COUNTY | ||||||||
| 11870 MONARCH ST | GARDEN GROVE | CA | 92841 | 952452787 | 501(c)(3) | $100,000 | $0 | COMMUNITY BUILDING INITIATIVE |
| COVENANT HEALTH SYSTEM | ||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | 501(c)(3) | $2,366,403 | $0 | CARE FOR THE POOR |
| DELHI CENTER | ||||||||
| 505 E CENTRAL AVE | SANTA ANA | CA | 92705 | 952620952 | 501(c)(3) | $80,000 | $0 | COMMUNITY BUILDING INITIATIVE |
| DESERT MANNA | ||||||||
| 201 N 1ST AVE STE B | BARSTOW | CA | 92311 | 330264040 | 501(c)(3) | $42,522 | $0 | EMERGENCY FOOD & SHELTER |
| FAMILY ASSISTANCE MINISTRIES | ||||||||
| 1030 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | 330864870 | 501(c)(3) | $40,000 | $0 | EMERGENCY FOOD & SHELTER |
| FAMILY ASSISTANCE MINISTRIES | ||||||||
| 1030 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | 330864870 | 501(c)(3) | $50,000 | $0 | WELLNESS&PREVENTION |
| FAMILY SERVICE OF NAPA VALLEY | ||||||||
| 709 FRANKLIN ST | NAPA | CA | 94559 | 941236934 | 501(c)(3) | $69,575 | $0 | WELLNESS&PREVENTION |
| FOOD FOR PEOPLE INC | ||||||||
| 307 W 14TH ST | EUREKA | CA | 95501 | 942772549 | 501(c)(3) | $24,105 | $0 | EMERGENCY FOOD & SHELTER |
| FRIENDSHIP SHELTER | ||||||||
| 1335 S COAST HWY | LAGUNA BEACH | CA | 92651 | 330214404 | 501(c)(3) | $41,666 | $0 | EMERGENCY FOOD & SHELTER |
| FRIENDSHIP SHELTER | ||||||||
| 1335 S COAST HWY | LAGUNA BEACH | CA | 92651 | 330214404 | 501(c)(3) | $50,000 | $0 | WELLNESS&PREVENTION |
| GRANDMA'S HOUSE OF HOPE | ||||||||
| 174 W LINCOLN AVE 541 | ANAHEIM | CA | 92805 | 260391438 | 501(c)(3) | $40,000 | $0 | EMERGENCY FOOD & SHELTER |
| HEALTHY SMILES FOR KIDS OF ORANGE COUNTY | ||||||||
| 10602 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | 383675065 | 501(c)(3) | $40,000 | $0 | WELLNESS&PREVENTION |
| HUMBOLDT CHILDREN'S HEALTH COALITION | ||||||||
| 529 I STREET | EUREKA | CA | 95501 | 237310660 | 501(c)(3) | $50,000 | $0 | WELLNESS&PREVENTION |
| HUMBOLDT SENIOR RESOURCE CENTER | ||||||||
| 1910 CALIFORNIA ST | EUREKA | CA | 95501 | 942261434 | 501(c)(3) | $48,014 | $0 | EMERGENCY FOOD & SHELTER |
| INTEGRATED COMMUNITY HEALTHCARE SOLUTIONS | ||||||||
| 8332 COMMONWEALTH | BUENA PARK | CA | 90621 | 030437935 | 501(c)(3) | $40,000 | $0 | WELLNESS&PREVENTION |
| INTERVAL HOUSE | ||||||||
| PO BOX 3356 | SEAL BEACH | CA | 90740 | 953389113 | 501(c)(3) | $40,000 | $0 | EMERGENCY FOOD & SHELTER |
| LAGUNA BEACH COMMUNITY CLINIC | ||||||||
| 362 THIRD ST | LAGUNA BEACH | CA | 92651 | 952637633 | 501(c)(3) | $60,000 | $0 | WELLNESS&PREVENTION |
| LATINO HEALTH ACCESS | ||||||||
| 450 W 4TH ST STE 130 | SANTA ANA | CA | 92701 | 330562943 | 501(c)(3) | $10,000 | $0 | SPONSORSHIP 20TH GALA |
| LESTONNNAC FREE CLINIC | ||||||||
| 1215 E CHAPMAN AVE | ORANGE | CA | 92866 | 953499011 | 501(c)(3) | $50,000 | $0 | WELLNESS&PREVENTION |
| MARY'S SHELTER | ||||||||
| PO BOX 10433 | SANTA ANA | CA | 927110433 | 330203768 | 501(c)(3) | $75,000 | $0 | WELLNESS&PREVENTION |
| MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY | ||||||||
| 822 TOWN COUNTRY ROAD | ORANGE | CA | 92865 | 952036972 | 501(c)(3) | $70,814 | $0 | WELLNESS&PREVENTION |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||||||||
| 27700 MEDICAL CNTR | MISSION VIEJO | CA | 92691 | 951643360 | 501(c)(3) | $1,698,148 | CARE FOR THE POOR | |
| MOMS ORANGE COUNTY | ||||||||
| 1128 W SANTA ANA BLVD | SANTA ANA | CA | 92703 | 330518078 | 501(c)(3) | $50,000 | $0 | WELLNESS&PREVENTION |
| MOMS ORANGE COUNTY | ||||||||
| 1128 W SANTA ANA BLVD | SANTA ANA | CA | 92703 | 330518078 | 501(c)(3) | $7,500 | $0 | SPONSORSHIP HEALTHY BEGINNINGS |
| NAPA VALLEY HOSPICE & ADULT DAY SERVICES | ||||||||
| 414 S JEFFERSON ST | NAPA VALLEY | CA | 94559 | 680393144 | 501(c)(3) | $40,000 | $0 | WELLNESS&PREVENTION |
| OAKVIEW RENEWAL PARTNERSHIP | ||||||||
| 17241 OAK LANE | HUNTINGTON BEACH | CA | 92647 | 611495237 | 501(c)(3) | $80,000 | $0 | COMMUNITY BUILDING INITIATIVE |
| ONE OC | ||||||||
| 1120 W LA VETA STE 200 | ORANGE | CA | 92868 | 952021700 | 501(c)(3) | $107,500 | $0 | WELLNESS&PREVENTION |
| ON THE MOVE | ||||||||
| 780 LINCOLN AVE | NAPA | CA | 94558 | 753149095 | 501(c)(3) | $64,625 | $0 | WELLNESS&PREVENTION |
| OPEN DOOR COMMUNITY HEALTH CENTERS INC | ||||||||
| 670 NINTH STREET STE 203 | ARCAT | CA | 95521 | 952671433 | 501(c)(3) | $58,183 | $0 | WELLNESS&PREVENTION |
| ORANGE COUNTY ASIAN PACIFIC ISLANDER CMMTY | ||||||||
| 12900 GARDEN GROVE | GARDEN GROVE | CA | 92843 | 912047245 | 501(c)(3) | $75,000 | $0 | WELLNESS&PREVENTION |
| PROVIDENCE SPEECH & HEARING CENTER | ||||||||
| 1301 W PROVIDENCE AVE | ORANGE | CA | 92868 | 956154473 | 501(c)(3) | $25,000 | $0 | WELLNESS&PREVENTION |
| PETALUMA ECUMENIAL PROPERTIES | ||||||||
| 951 PETALUMA BLVD SOUTH | PETALUMA | CA | 94952 | 942565270 | 501(c)(3) | $10,000 | $0 | WELLNESS&PREVENTION |
| SRM ALLIANCE HOSPITAL SERVICES | ||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | 501(c)(3) | $180,000 | $0 | CARE FOR THE POOR |
| PUBLIC LAW CENTER | ||||||||
| 601 CIVIC CENTER DR | SANTA ANA | CA | 92701 | 953709253 | 501(c)(3) | $20,000 | $0 | NATURALIZATION INITIATIVE |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | 501(c)(3) | $584,820 | $0 | CARE FOR THE POOR |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | 501(c)(3) | $217,423 | $0 | WELLNESS&PREVENTION |
| REDWOOD EMPIRE FOOD BANK | ||||||||
| 3320 INDUSTRIAL DR | SANTA ANA | CA | 95403 | 680121855 | 501(c)(3) | $55,000 | $0 | WELLNESS&PREVENTION |
| REDWOOD COMMUNITY ACTION AGENCY | ||||||||
| 904 G ST | EUREKA | CA | 95501 | 942646370 | 501(c)(3) | $100,000 | $0 | COMMUNITY BUILDING INITIATIVE |
| REDWOOD COMMUNITY ACTION AGENCY | ||||||||
| 904 G ST | EUREKA | CA | 95501 | 942646370 | 501(c)(3) | $21,255 | $0 | EMERGENCY FOOD & SHELTER |
| REDWOOD MEMORIAL HOSPITAL | ||||||||
| 3300 RENNER DR | FORTUNA | CA | 95540 | 941384665 | 501(c)(3) | $300,000 | $0 | CARE FOR THE POOR |
| SANTA ROSA MEMORIAL HOSPITAL | ||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | 501(c)(3) | $1,768,985 | $0 | CARE FOR THE POOR |
| SANTA ROSA MEMORIAL HOSPITAL | ||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | 501(c)(3) | $50,000 | $0 | WELLNESS&PREVENTION |
| SHARE OURSELVES | ||||||||
| 1550 SUPERIOR AVE | COSTA MESA | CA | 92627 | 953222316 | 501(c)(3) | $40,000 | $0 | EMERGENCY FOOD & SHELTER |
| SHARE OURSELVES | ||||||||
| 1550 SUPERIOR AVE | COSTA MESA | CA | 92627 | 953222316 | 501(c)(3) | $10,000 | $0 | EXECUTIVE CHEF SPONSORSHIP |
| ST JOSEPH HOSPITAL OF EUREKA | ||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | 501(c)(3) | $450,000 | $0 | CARE FOR THE POOR |
| ST JOHN OF GOD HEALTHCARE SERVICES | ||||||||
| 13333 PALMDALE RD | VICTORVILLE | CA | 92392 | 953806996 | 501(c)(3) | $67,175 | $0 | WELLNESS&PREVENTION |
| ST JOHN OF GOD HEALTHCARE SERVICES | ||||||||
| 13333 PALMDALE RD | VICTORVILLE | CA | 92392 | 953806996 | 501(c)(3) | $70,771 | $0 | EMERGENCY FOOD & SHELTER |
| ST JOSEPH HOSPITAL OF ORANGE | ||||||||
| 1100 W STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | 501(c)(3) | $1,503,975 | $0 | CARE FOR THE POOR |
| ST JOSEPH HOSPITAL OF ORANGE | ||||||||
| 1100 W STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | 501(c)(3) | $225,000 | $0 | WELLNESS&PREVENTION |
| ST JUDE MEDICAL CENTER | ||||||||
| 101 E VALENCIA MESA DR | FULLERTON | CA | 92835 | 951643325 | 501(c)(3) | $4,591,819 | $0 | CARE FOR THE POOR |
| ST JUDE MEDICAL CENTER | ||||||||
| 101 E VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | 951643325 | 501(c)(3) | $42,843 | $0 | EXECUTIVE CHEF SPONSORSHIP |
| ST MARY MEDICAL CENTER | ||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | 501(c)(3) | $765,177 | $0 | CARE FOR THE POOR |
| ST MARY MEDICAL CENTER | ||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | 501(c)(3) | $75,000 | $0 | WELLNESS&PREVENTION |
| ST VINCENT DE PAUL | ||||||||
| 528 2ND ST | EUREKA | CA | 95501 | 941573587 | 501(c)(3) | $50,000 | $0 | EMERGENCY FOOD & SHELTER |
| TALLER SAN JOSE | ||||||||
| 801 N BROADWAY | SANTA ANA | CA | 92701 | 593816355 | 501(c)(3) | $75,000 | $0 | WELLNESS&PREVENTION |
| THE RAISE FOUNDATION | ||||||||
| 1920 E WARNER AVE A | SANTA ANA | CA | 92705 | 330240178 | 501(c)(3) | $36,200 | $0 | WELLNESS&PREVENTION |
| VICTOR VALLEY COMMUNITY DENTAL SERVICE | ||||||||
| 14357 7TH STREET | VICTORVILLE | CA | 92395 | 330858710 | 501(c)(3) | $75,000 | $0 | WELLNESS&PREVENTION |
| VICTOR VALLEY COMMUNITY SERVICES COUNCIL | ||||||||
| 16692 MOJAVE DR | VICTORVILLE | CA | 92395 | 952041473 | 501(c)(3) | $25,000 | $0 | WELLNESS&PREVENTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 55 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | DESCR OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITTMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS ON THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JO ANN ESCASA-HAIGH | ||||||||||||||
| Board Member/CFO-SJHS | $0 | $408,753 | $0 | $98,779 | $0 | $48,968 | $0 | $12,750 | $0 | $24,950 | $0 | $594,200 | $0 | $0 |
| ANNETTE WALKER | ||||||||||||||
| BOARD MEMBER | $0 | $519,458 | $0 | $137,665 | $0 | $68,198 | $0 | $12,750 | $0 | $33,924 | $0 | $771,995 | $0 | $0 |
| JO SANDERSFELD | ||||||||||||||
| BOARD MEMBER | $0 | $202,999 | $0 | $63,415 | $0 | $36,131 | $0 | $18,250 | $0 | $17,590 | $0 | $338,385 | $0 | $0 |
| GABRIELA ROBLES | ||||||||||||||
| VICE PRESIDENT | $0 | $129,855 | $0 | $5,261 | $0 | $2,227 | $0 | $6,906 | $0 | $11,485 | $0 | $155,734 | $0 | $0 |
| DEBORAH PROCTOR | ||||||||||||||
| CEO/INTERIM CHAIRPERSON | $0 | $1,176,320 | $0 | $347,154 | $0 | $162,365 | $0 | $297,586 | $0 | $10,863 | $0 | $1,994,288 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule J, Part I, Line 3 | SUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION'S VICE PRESIDENT IS PAID BY ITS TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM. |
| Form 990, Schedule J, Part I, Line 4b | EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. ST. JOSEPH HEALTH SYSTEM EXECUTED A MARKET-COMPETITIVE SUPPLEMENTAL RETIREMENT PLAN AGREEMENT WITH DEBORAH PROCTOR, CHIEF EXECUTIVE OFFICER. OTHER DEFERRED COMPENSATION INCLUDES $284,836 FOR THE CURRENT YEAR VESTING. THE PLAN VESTS FROM HER HIRE DATE OF NOVEMBER 2004 THROUGH DECEMBER 2013. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION ESTABLISHED 28 YEARS AGO, THE ST. JOSEPH HEALTH SYSTEM FOUNDATION (ALSO KNOWN AS THE ST. JOSEPH HEALTH SYSTEM COMMUNITY PARTNERSHIP FUND) WAS THE VISION OF THE SISTERS OF ST. JOSEPH OF ORANGE WITH A MISSION TO SERVE AS AN EXTENSION OF CHRIST'S HEALING MINISTRY, BY PROVIDING FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELLBEING OF THE ECONOMICALLY POOR, AND UTILIZING THE STRENGTHS AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. THIS IS ACCOMPLISHED BY MANAGING AND ALLOCATING RESOURCES TO COMMUNITIES AND PARTNERS OF GOODWILL ENGAGED IN INNOVATIVE AND EFFECTIVE INITIATIVES TO SERVE THE COMMON GOOD. |
| FORM 990, PART III, LINE 4 | DESCRIPTION OF PROGRAM SERVICES REALIZING OUR MISSION AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), THE ST. JOSEPH HEALTH SYSTEM FOUNDATION IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. WE ARE COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: 1) SACRED ENCOUNTER, 2) PERFECT CARE AND 3) HEALTHIEST COMMUNITIES. 1.)EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTERS HAS A DIRECT CONNECTION TO OUR OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. 2.)ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. OVER 350 YEARS AGO, THE FOUNDER OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH CRAFTED A MESSAGE IN A PROPHETIC LETTER TO SPUR THE GROWTH OF A "LITTLE DESIGN." IT WAS TO BE A NEW FORM OF ASSOCIATION OF WOMEN, WHOSE MEMBERS WOULD CONSECRATE THEIR LIVES TO GOD, LIVE TOGETHER IN SMALL GROUPS, AND COMBINE A LIFE OF PRAYER WITH AN ACTIVE MINISTRY TO THE SICK AND THE POOR. TODAY, CARRYING ON FATHER MEDAILLE'S INSPIRATION, WE ARE CULTIVATING THE SEEDS OF A BOLD CONCEPT IN HEALTHCARE... PERFECT CARE. HIS WORDS ARE AS RELEVANT TO US TODAY AS THEY WERE FOR THE SISTER IN 1650. "GIVE YOUR FULL ATTENTION TO THE ACTIONS YOU PERFORM, REMOVE FROM THEM THE SLIGHTEST IMPERFECTIONS, AND TRY TO OBSERVE ALL CONDITIONS NECESSARY TO MAKE THEM PERFECT. ONE ACTION DONE WELL IS WORTH A HALF DOZEN DONE HALF-HEARTEDLY". JEAN PIERRE MEDAILLE, SJ-MAXIM 14:4. 3.)THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. PROGRAM SERVICE ACCOMPLISHMENTS ORGANIZATIONAL COMMITMENT WE BELIEVE WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF LOW-INCOME FAMILIES AND INDIVIDUALS SERVED BY OUR MINISTRIES. IN 1986, THE ST. JOSEPH HEALTH SYSTEM (SJHS) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILIITES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE CARE SERVICES, SJHS CREATED THE SJHS FOUNDATION TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS RESIDING IN ITS LOCAL COMMUNITIES. POLICY 13 IN ITS FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES THE PROCESS BY WHICH ALL HOSPITAL MINISTRIES CONTRIBUTE 10% OF NET INCOME TO THE SJHS FOUNDATION. OVER THE LAST 28 YEARS, THE FOUNDATION HAS CONTRIBUTED OVER $230 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING THE HOSPITALS. THROUGH THE FOUNDATIONS STRATEGIC GRANT MAKING PROGRAMS, SIGNIFICANT OUTCOMES HAVE BEEN ACHIEVED IN COMMUNITY HEALTH SETTINGS AND CLINICS, NONPROFIT ORGANIZATIONS, AND LOCAL SJHS HOSPITAL MINISTRIES. THE SJHS FOUNDATION HAS FOUR FUNDING INITIATIVES: WELLNESS AND PREVENTION INITIATIVE, COMMUNITY BUILDING INITIATIVE, EMERGENCY FOOD AND SHELTER INITIATIVE, AND DISASTER RELIEF FUNDING INITIATIVE. BELOW WE OUTLINE THE TOP THREE INTIATIVES AS MEASURED BY PROGRAM EXPENSE. WELLNESS AND PREVENTION INITIATIVE THE WELLNESS AND PREVENTION INITIATIVE ADDRESSES THE HEALTH AND WELL-BEING OF THE INDIVIDUAL OR COMMUNITY AT RISK THROUGH PREVENTION PROGRAMS THAT ARE PART OF A COMPREHENSIVE STRATEGY TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE OF THE COMMUNITIES WE SERVE. THE SJHS FOUNDATION SEEKS TO PROMOTE THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING OUR HOSPITALS THROUGH THE WELLNESS AND PREVENTION INITIATIVE. BY FUNDING PROACTIVE PROGRAMS THROUGH THE GRANT CYCLES OF THE WELLNESS AND PREVENTION INITIATIVE, THE SJHS FOUNDATION SEEKS TO ELIMINATE THE NEED FOR CATASTROPHIC CARE AND PREVENT ITS ASSOCIATED SOCIAL, EMOTIONAL AND ECONOMIC COSTS. THE TITLE OF THE INITIATIVE DESCRIBES ITS CENTRAL VISION AND STRATEGIC FOCUS. WELLNESS PROGRAMS ADDRESS THE HEALTH AND WELL-BEING OF THE INDIVIDUAL OR COMMUNITY AT RISK. PREVENTION (I.E., PRIMARY, SECONDARY, AND TERTIARY) PROGRAMS ARE PART OF A COMPREHENSIVE STRATEGY TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE IN OUR LOCAL COMMUNITIES WHILE REDUCING DEMAND FOR HIGH-COST MEDICAL SERVICES. PARTNERING WITH OTHER ORGANIZATIONS TO ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME COMMUNITIES IS AT THE CORE OF THE INITIATIVE. AS IN PREVIOUS GRANT CYCLES, SJHS FOUNDATION SEEKS PROPOSALS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME COMMUNITIES IN ALL AREAS OF HEALTH. AMOUNT GRANTED IN FY 2014: $2,000,000 LAGUNA BEACH COMMUNITY CLINIC A MEDICAL HOME FOR THOSE IN NEED PROJECT WAS AWARDED $60,000 TO INCREASE ACCESS TO LOW-COST, URGENT MEDICAL CARE. AS A RESULT OF THIS FUNDING, THERE WAS A REDUCTION IN COSTS RELATED TO MEDICAL CARE AS INDIVIDUALS BECAME REGULAR PATIENTS AS A RESULT OF PREVENTIVE CARE AND ANNUAL EXAMS. VICTOR VALLEY COMMUNITY DENTAL SERVICE PROGRAM DENTAL SERVICES FOR LOW-INCOME INDIGENT AND HOMELESS CHILDREN WAS AWARDED $75,000. COMMUNITY BUILDING INITIATIVE THE VISION OF THE COMMUNITY BUILDING INITIATIVE IS THE DEVELOPMENT OF RESIDENT-BASED CAPACITY TO DETERMINE AND IMPLEMENT POSITIVE CHANGE IN LOW-INCOME COMMUNITIES. THE INITIATIVE HAS FOUR CENTRAL PILLARS THAT HELP TO CREATE LONG-TERM POSITIVE CHANGE IN THE COMMUNITY: 1) ENGAGING OF COMMUNITY RESIDENTS, 2) DEVELOPMENT OF RESIDENT LEADERS, 3) COLLABORATION WITH COMMUNITY AND ORGANIZATIONAL PARTNERS, AND 4) BRIDGE-BUILDING WITH EXTERNAL DECISION MAKERS. AMOUNT GRANTED IN FY 2014: $350,000 IN FY14, TWO PLANNING GRANTS IN THE AMOUNT OF $150,000 ($75,000 EACH) WERE AWARDED TO THE DELHI CENTER IN SANTA ANA AND THE OAK VIEW RENEWAL PARTNERSHIP IN HUNTINGTON BEACH. TWO IMPLEMENTATION GRANTS IN THE AMOUNT OF $200,000 ($100,000 EACH) WERE AWARDED TO THE REDWOOD COMMUNITY ACTION PARTNERSHIP IN LOLETA, CA FOCUSED ON INCREASING THE USE OF COMMUNAL SPACES IN LOLETA, CA (HUMBOLDT COUNTY) AND THE COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY WITH A PROJECT IN BUENA PARK, CA (ORANGE COUNTY) FOCUSED ON REDUCING THE INCIDENCE OF CHILDHOOD OBESITY AT GILBERT ELEMENTARY SCHOOL. EMERGENCY FOOD AND SHELTER INITIATIVE AS A RESPONSE TO THE CURRENT ECONOMIC CLIMATE, THE ST. JOSEPH HEALTH SYSTEM FOUNDATION CREATED A GRANT INITIATIVE FOCUSED ON EMERGENCY FOOD AND SHELTER PROGRAMS. EMERGENCY FOOD AND SHELTER FUNDING IS INTENDED FOR PROGRAMS THAT PROVIDE DIRECT DELIVERY OF EMERGENCY OR BASIC NEEDS SERVICES. AMOUNT GRANTED IN FY 2014: $750,000 FAMILY ASSISTANCE MINISTRIES A HOMELESS PREVENTION PROGRAM FOR INDIVIDUALS LIVING IN SOUTH ORANGE COUNTY WAS AWARDED $40,000. CATHOLIC CHARITIES SAN BERNARDINO/RIVERSIDE H.E.L.P.S. EMERGENCY FOOD AND SHELTER PROGRAM WAS AWARDED $50,000. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM FOUNDATION, PLEASE VISIT HTTP://WWW.STJHS.ORG/SJH-PROGRAMS/SJH-FOUNDATION.ASPX FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG. |
| FORM 990, PART VI, LINE 6 | DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS ST. JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION. |
| FORM 990, PART VI, LINE 7A | DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS ST. JOSEPH HEALTH SYSTEM FOUNDATION HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD AS NOMINATIONS MUST BE APPROVED BY ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. |
| FORM 990, PART VI, LINE 7B | DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. |
| Form 990, Part VI, Line 11b | DESCR THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 WAS THEN REVIEWED BY AN OFFICER(S) OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE APRIL 2015 MEETING. DURING THE BOARD MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. |
| FORM 990, PART VI, LINE 12C | Officers, Trustees and Key Employees are required to disclose the existence and nature of any actual, apparent, or potential conflicts of interest he/she may have that might result in or have the appearance of a conflict in connection with that individual satisfying their fiduciary obligations to the organization. Disclosures shall be made promptly any time an actual, apparent or potential conflict of interest arises and before the consummation of any contract, transaction or arrangement that is the subject of the potential conflict of interest. With guidance from the St. Joseph Health System Chief Compliance Officer (CCO), the chief executive and/or the governing board chairperson, as appropriate, considers the matter initially. If the matter cannot be resolved at that level, the matter is escalated to the CCO. The CCO, in consultation with the St. Joseph Health System General Counsel, reviews the matter and presents recommendations to the governing board and/or board committee, as appropriate, for discussion and vote. The individual whose potential conflict is being reviewed may be requested to be present during any meeting in which the Board or Board Committee conducts its evaluation but shall be excused for any discussion or vote. |
| FORM 990, PART VI, LINES 15A & 15B | THE VICE PRESIDENT OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF) IS NOT COMPENSATED BY SJHSF FOR HER SERVICES AS VP OF SJHSF. HER COMPENSATION IS PAID BY RELATED ORGANIZATION ST. JOSEPH HEALTH SYSTEM. EXECUTIVE COMPENSATION IS APPROVED BY THE ST. JOSEPH HEALTH SYSTEM EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE REVIEWS COMPARABILITY DATA PREPARED FOR AND COMPILED BY THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE, A COMMITTEE OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES COMPRISED OF INDEPENDENT MEMBERS. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE ACTS IN ACCORDANCE WITH A COMMITTEE CHARTER APPROVED BY THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES AND AN EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER DIRECTS THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND TO APPROVE PROGRAM CHANGES, AS NECESSARY, TO ENSURE ALIGNMENT WITH THE STATED PHILOSOPHY AND ENSURE CONTINUED COMPLIANCE WITH FEDERAL AND STATE REGULATIONS ON BEHALF OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS RETENTION OF KEY MANAGEMENT TALENT. THE EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF FOR PROFIT AND NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. ST. JOSEPH HEALTH SYSTEM PROVIDES COMPENSATION TO ITS EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO ENSURE COMPENSATION PHILOSOPHY ADHERENCE AND GENERAL FAIR MARKET VALUE COMPENSATION, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA AND ENGAGES LEGAL COUNSEL AND CONSULTING SUPPORT, AS NEEDED. THEY USE THIS INFORMATION TO SUPPORT ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE MEETS AT LEAST 3 TIMES A YEAR AND TAKES ACTION IN EXECUTIVE SESSION. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. A FULL COMPENSATION REVIEW IS CONDUCTED ON A BIENNIAL BASIS AND THE LAST REVIEW WAS PERFORMED IN JUNE 2013. DURING THE YEAR, THE ST. JOSEPH HEALTH SYSTEM EXECUTIVE COMMITTEE REVIEWED AND APPROVED ANY CHANGES IN COMPENSATION FOR KEY EXECUTIVES PREDICATED ON THE ANALYSIS AND RECOMMENDATION BY AN INDEPENDENT THIRD PARTY CONSULTING FIRM WITH EXPERTISE IN HEALTHCARE EXECUTIVE COMPENSATION. IN ADDITION, ANNUAL INCENTIVE AWARDS ARE REVIEWED AND APPROVED PRIOR TO PAYMENT CONSISTENT WITH THE MOST RECENT COMPENSATION BIENNIAL REVIEW AND IN ACCORDANCE WITH THE PLAN DOCUMENT. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES WHICH ARE SUBSEQUENTLY APPROVED AT THE COMMITTEE MEETING. |
| FORM 990, PART VI, QUESTION 19 | AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. |
| FORM 990, PART IX, LINE 11A | MANAGEMENT FEES A MANAGEMENT FEE PAID TO ST. JOSEPH HEALTH SYSTEM (SJHS) INCLUDES TIME FOR AN EXECUTIVE DIRECTOR, GRANT MANAGER AND A PROGRAM OFFICER. ALL ARE ON THE PAYROLL OF SJHS. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 EQUITY TRANSFER - $(4,644,819) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (32 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| COVENANT HEALTH NETWORK INC | ||||||||||
| 3345 MICHELSON DRIVE STE 100 | IRVINE | CA | 92612 | 461259908 | HEALTHCARE | CA | 501(C)(3) | 11, III | SJHS | Yes (true) |
| COVENANT HEALTH PARTNERS | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11,I | CHS | Yes (true) |
| COVENANT HEALTH SYSTEM | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS | Yes (true) |
| COVENANT HEALTH SYSTEM FOUNDATION | ||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | Yes (true) |
| COVENANT MEDICAL GROUP | ||||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| COVENANT PHYSICIAN PARTNERS | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 463516417 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| HOAG CHARITY SPORTS | ||||||||||
| 3920 BIRCH STREET SUITE 105 | NEWPORT BEACH | CA | 92660 | 452982422 | SUPPORT | CA | 501(C)(3) | 7 | HHF | Yes (true) |
| HOAG HOSPITAL FOUNDATION | ||||||||||
| 1 HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 953222343 | FUNDRAISING | CA | 501(C)(3) | 7 | HMHP | Yes (true) |
| HOAG MEMORIAL HOSPITAL PRESBYTERIAN | ||||||||||
| 1 HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 951643327 | HEALTHCARE | CA | 501(C)(3) | 3 | CHN | Yes (true) |
| HOME CARE PARTNERS | ||||||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 680318656 | INACTIVE | CA | 501(C)(3) | 3 | SRMH | Yes (true) |
| HOSPICE OF LUBBOCK | ||||||||||
| 1102 SLIDE ROAD | LUBBOCK | TX | 79414 | 752133781 | HEALTHCARE | TX | 501(C)(3) | 9 | CHS | Yes (true) |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752220963 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | Yes (true) |
| METHODIST CHILDREN'S HOSPITAL | ||||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| METHODIST HOSPITAL LEVELLAND | ||||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| METHODIST HOSPITAL PLAINVIEW | ||||||||||
| 2601 DIMMITT ROAD | PLAINVIEW | TX | 79072 | 752426010 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | Yes (true) |
| MISSION HOSPITAL REGIONAL MEDICAL CTR | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | CHN | Yes (true) |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| REDWOOD MEMORIAL FOUNDATION | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 942779313 | HEALTHCARE | CA | 501(C)(3) | 7 | RMH | Yes (true) |
| REDWOOD MEMORIAL HOSPITAL | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| SANTA ROSA MEMORIAL HOSPITAL | ||||||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| SISTERS OF ST JOSEPH OF ORANGE | ||||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA | false |
| SRM ALLIANCE HOSPITAL SERVICES | ||||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | HEALTHCARE | CA | 501(C)(3) | 3 | SRMH | Yes (true) |
| ST JOSEPH HEALTH MINISTRY | ||||||||||
| 3345 MICHELSON DRIVE STE 100 | IRVINE | CA | 92612 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | SSJO | false |
| ST JOSEPH HEALTH SYSTEM | ||||||||||
| 3345 MICHELSON DRIVE STE 100 | IRVINE | CA | 92612 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJHM | false |
| ST JOSEPH HOME CARE NETWORK | ||||||||||
| 170 PROFESSIONAL CENTER DR B | ROHNERT PARK | CA | 94928 | 680331084 | HEALTHCARE | CA | 501(C)(3) | 9 | SJHS | Yes (true) |
| ST JOSEPH HOSPITAL OF EUREKA | ||||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| ST JOSEPH HOSPITAL OF ORANGE | ||||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | HEALTHCARE | CA | 501(C)(3) | 3 | CHN | Yes (true) |
| ST JUDE HOSPITAL YORBA LINDA | ||||||||||
| 500 S MAIN STREET STE 1000 | ORANGE | CA | 92868 | 330185031 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | Yes (true) |
| ST JUDE HOSPITAL INC | ||||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92635 | 951643324 | HEALTHCARE | CA | 501(C)(3) | 3 | CHN | Yes (true) |
| ST MARY MEDICAL CENTER | ||||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | HEALTHCARE | CA | 501(C)(3) | 3 | CHN | Yes (true) |
| ST MARY OF THE PLAINS HOSPITAL FDN | ||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 751653181 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | Yes (true) |
| TALLER SAN JOSE | ||||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92701 | 593816355 | WORKFORCE DEV | CA | 501(C)(3) | 2 | SSJO | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (19 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HLTH SYS HOME HLTH | ||||||||
| SEE PART VII | ORANGE | CA | 92868 | 330282945 | HOME HEALTH | CA | NA | N/A |
| ST JOSEPH HLTH SYS HOME CARE | ||||||||
| SEE PART VII | ORANGE | CA | 92868 | 330307672 | HOME HEALTH | CA | NA | N/A |
| METHODIST DIAGNOSTIC IMAGING | ||||||||
| SEE PART VII | LUBBOCK | TX | 79410 | 752343261 | HEALTHCARE SVCS | TX | NA | N/A |
| SHA LLC | ||||||||
| SEE PART VII | AUSTIN | TX | 78750 | 752569094 | INSURANCE | TX | NA | N/A |
| LUBBOCK SURGERY CENTER LTD | ||||||||
| SEE PART VII | LUBBOCK | TX | 79410 | 752177401 | HEALTHCARE SVCS | TX | NA | N/A |
| COVENANT LONG-TERM CARE LP | ||||||||
| SEE PART VII | LUBBOCK | TX | 79410 | 205033419 | HEALTHCARE SVCS | TX | NA | N/A |
| HERITAGE INVESTMENT GROUP | ||||||||
| SEE PART VII | ORANGE | CA | 92868 | 271000061 | INVESTMENTS | CA | NA | N/A |
| MISSION AMBULATORY SURGICENTER | ||||||||
| SEE PART VII | MISSION VIEJO | CA | 92691 | 330355575 | HEALTHCARE SVCS | CA | NA | N/A |
| COMPREHENSIVE IMAGING PARTNERS | ||||||||
| SEE PART VII | ORANGE | CA | 92868 | 264591502 | HEALTHCARE SVCS | CA | NA | N/A |
| ST JOSEPH PHYSICIAN VENTURES | ||||||||
| SEE PART VII | ORANGE | CA | 92868 | 454521884 | REAL ESTATE | CA | NA | N/A |
| ADVANCED SURGERY INSTITUTE LLC | ||||||||
| SEE PART VII | SANTA ROSA | CA | 95404 | 262299255 | HEALTHCARE SVCS | CA | NA | N/A |
| HOAG OUTPATIENT CENTERS | ||||||||
| SEE PART VII | NEWPORT BEACH | CA | 92660 | 330191776 | HEALTHCARE SVCS | CA | NA | N/A |
| NEWPORT IMAGING CENTER | ||||||||
| SEE PART VII | NEWPORT BEACH | CA | 92658 | 611588294 | HEALTHCARE SVCS | CA | NA | N/A |
| HOAG ORTHOPEDIC INSTITUTE | ||||||||
| SEE PART VII | ORANGE | CA | 92868 | 954813223 | HEALTHCARE SVCS | CA | NA | N/A |
| MAIN ST SPECIALTY SURGERY CNTR | ||||||||
| SEE PART VII | SANTA ROSA | CA | 95404 | 262299255 | HEALTHCARE SVCS | CA | NA | N/A |
| ORTHOPEDIC SURGERY CNTR OF OC | ||||||||
| HEALTHCARE SVCS | CA | NA | N/A | |||||
| THE INSTITUTE FOR INNOVATION | ||||||||
| HEALTHCARE SVCS | DE | NA | N/A | |||||
| HEALTHCARE DESIGN & CONSTRUCT | ||||||||
| REAL ESTATE | DE | NA | N/A | |||||
| NORTH BAY ENDOSCOPY CENTER | ||||||||
| HEALTHCARE SVCS | CA | NA | N/A | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH PROF SVCS ENTERPRISES INC | ||||||||||||||
| 3345 MICHELSON DRIVE SUITE 100 | IRVINE | CA | 92612 | 330155323 | HEALTHCARE SVCS | CA | NA | C-CORP | ||||||
| AMERICAN UNITY GROUP LTD | ||||||||||||||
| CAPTIVE INSURANCE | NA | C-CORP | 58 PAR-LA-VILLE ROAD | HAMILTON | HM | BD | HX | BD | ||||||
| ALLIANCE PHYSICIAN SERVICES | ||||||||||||||
| INACTIVE | CA | NA | C-CORP | |||||||||||
| MISSION VIEJO MEDICAL VENTURES | ||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330212905 | HEALTHCARE SVCS | CA | NA | C-CORP | ||||||
| ST JOSEPH YORBA PARK | ||||||||||||||
| INACTIVE | CA | NA | C-CORP | |||||||||||
| LUBBOCK METHODIST HOSPITAL SVCS | ||||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | NA | C-CORP | ||||||
| LUBBOCK METHODIST HOSP PRACTICE MGMT | ||||||||||||||
| 2107 OXFORD STREET STE 300 | LUBBOCK | TX | 79410 | 752578995 | INACTIVE | TX | NA | C-CORP | ||||||
| HOAG MANAGEMENT SERVICES INC | ||||||||||||||
| 1 HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 330731587 | HEALTHCARE SVCS | CA | NA | C-CORP | ||||||
| COASTAL MANAGEMENT SERVICES ORGANIZATION | ||||||||||||||
| 1 HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 330676831 | HEALTHCARE SVCS | CA | NA | C-CORP | ||||||
| HMTS INC FKA HOAG MEDICAL FOUNDATION | ||||||||||||||
| 1 HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92658 | 453583707 | HEALTHCARE SVCS | CA | NA | C-CORP | ||||||
| ST JOSEPH HEALTH SOURCE INC | ||||||||||||||
| 3345 MICHELSON DRIVE SUITE 100 | IRVINE | CA | 92612 | 461900168 | HEALTHCARE SVCS | CA | NA | C-CORP | ||||||
| DATU HEALTH INC | ||||||||||||||
| 16150 MAIN CIRCLE DR SUITE 250 | CHESTERFIELD | MO | 63017 | 463070062 | IT SVCS | MO | NA | C-CORP | ||||||
| ST JOSEPH HEALTH | ||||||||||||||
| 3345 MICHELSON DR SUITE 100 | IRVINE | CA | 92612 | 462340232 | HOLDING COMPANY | CA | NA | C-CORP | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (19 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ST JOSEPH HOSPITAL OF ORANGE | ||
| b | $1,728,975 | ACCRUAL |
| ST JUDE MEDICAL CENTER | ||
| b | $4,634,662 | ACCRUAL |
| ST MARY MEDICAL CENTER | ||
| b | $840,177 | ACCRUAL |
| QUEEN OF THE VALLEY MEDICAL CENTER | ||
| b | $802,243 | ACCRUAL |
| SANTA ROSA MEMORIAL HOSPITAL | ||
| b | $1,818,985 | ACCRUAL |
| ST JOSEPH HOSPITAL OF EUREKA | ||
| b | $450,000 | ACCRUAL |
| REDWOOD MEMORIAL HOSPITAL | ||
| b | $300,000 | ACCRUAL |
| COVENANT HEALTH SYSTEM | ||
| b | $2,366,403 | ACCRUAL |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||
| b | $6,342,968 | ACCRUAL |
| SRM Alliance Hospital Services | ||
| b | $180,000 | ACCRUAL |
| TALLER SAN JOSE | ||
| b | $75,000 | ACCRUAL |
| ST JUDE MEDICAL CENTER | ||
| c | $6,083,700 | ACCRUAL |
| ST MARY MEDICAL CENTER | ||
| c | $55,400 | ACCRUAL |
| SANTA ROSA MEMORIAL HOSPITAL | ||
| c | $4,805,500 | ACCRUAL |
| ST JOSEPH HOSPITAL OF EUREKA | ||
| c | $847,500 | ACCRUAL |
| REDWOOD MEMORIAL HOSPITAL | ||
| c | $521,900 | ACCRUAL |
| COVENANT HEALTH SYSTEM | ||
| c | $6,468,700 | ACCRUAL |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||
| c | $5,363,300 | ACCRUAL |
| SRM Alliance Hospital Services | ||
| c | $350,900 | ACCRUAL |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III | FormAndLineReferenceDesc |
| Explanation | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100, ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183, AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 2301 QUAKER, LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 3345 MICHELSON DRIVE, STE. 100, IRVINE, CA 92612 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362, MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100, ORANGE, CA 92868 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 ADVANCED SURGERY INSTITUTE, LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404 HOAG OUTPATIENT CENTERS EIN: 45-3587572 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 MAIN ST SPECIALTY SURGERY CENTER EIN: 95-4813223 ADDRESS: 280 MAIN STREET, STE 100, ORANGE, CA 92868 ORTHOPEDIC SURGERY CENTER OF OC, LLC EIN: 33-0841806 ADDRESS: 22 CORPORATE PLAZA, NEWPORT BEACH, CA 92660 THE INSTITUTE FOR INNOVATION, LLC EIN: 90-0745066 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HEALTHCARE DESIGN AND CONSTRUCTION EIN: 46-2611662 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD SUITE 110A, PETALUMA, CA 94954 | ExplanationTxt |
Comments