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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. true Central America and the Caribbean Grantmaking 333334 South Asia Grantmaking 25000 358334 358334 Central America and the Caribbean Rebuild Hospital in Haiti 333334 CHECK East Asia and the Pacific DISASTER RELIEF - TYPHOON HAIYAN 25000 CHECK 2 false false false false false false 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. true ACCESS OC SOUTHERN CALIFORNIA 1505 EAST 17TH ST SANTA ANA CA 92705 455011901 501(c)(3) 43505 0 WELLNESS AND PREVENTION ARCATA HOUSE 1005 11TH ST ARCATA CA 95521 943163269 501(c)(3) 40000 0 EMERGENCY FOOD & SHELTER BREAST CANCER SOLUTIONS 2691 RICHTER AVE STE 114 IRVINE CA 92606 330765783 501(c)(3) 30000 0 WELLNESS & PREVENTION CASA TERESA 123 W MAPLE ST ORANGE CA 92866 953251986 501(c)(3) 36667 0 EMERGENCY FOOD & SHELTER CASA TERESA 123 W MAPLE ST ORANGE CA 92866 953251986 501(c)(3) 40000 0 WELLNESS & PREVENTION CATHOLIC CHARITIES OF ORANGE COUNTY 1820 E 16TH ST SANTA ANA CA 92701 953031389 501(c)(3) 40000 0 EMERGENCY FOOD & SHELTER CATHOLIC CHARITIES OF THE DIOCESE OF SANTA AN 987 AIRWAY COURT SANTA ROSA CA 95403 942479393 501(c)(3) 50000 0 EMERGENCY FOOD & SHELTER CATHOLIC CHARITIES SAN BERNARDINORIVERSIDE 1450 N D ST SAN BERNARDINO CA 92405 953516461 501(c)(3) 50000 0 EMERGENCY FOOD & SHELTER 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BOX 3356 SEAL BEACH CA 90740 953389113 501(c)(3) 40000 0 EMERGENCY FOOD & SHELTER LAGUNA BEACH COMMUNITY CLINIC 362 THIRD ST LAGUNA BEACH CA 92651 952637633 501(c)(3) 60000 0 WELLNESS&PREVENTION LATINO HEALTH ACCESS 450 W 4TH ST STE 130 SANTA ANA CA 92701 330562943 501(c)(3) 10000 0 SPONSORSHIP 20TH GALA LESTONNNAC FREE CLINIC 1215 E CHAPMAN AVE ORANGE CA 92866 953499011 501(c)(3) 50000 0 WELLNESS&PREVENTION MARY'S SHELTER PO BOX 10433 SANTA ANA CA 927110433 330203768 501(c)(3) 75000 0 WELLNESS&PREVENTION MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 822 TOWN COUNTRY ROAD ORANGE CA 92865 952036972 501(c)(3) 70814 0 WELLNESS&PREVENTION MISSION HOSPITAL REGIONAL MEDICAL CENTER 27700 MEDICAL CNTR MISSION VIEJO CA 92691 951643360 501(c)(3) 1698148 CARE FOR THE POOR MOMS ORANGE COUNTY 1128 W SANTA ANA BLVD SANTA ANA CA 92703 330518078 501(c)(3) 50000 0 WELLNESS&PREVENTION MOMS ORANGE COUNTY 1128 W SANTA ANA BLVD SANTA ANA CA 92703 330518078 501(c)(3) 7500 0 SPONSORSHIP HEALTHY BEGINNINGS NAPA VALLEY HOSPICE & ADULT DAY SERVICES 414 S JEFFERSON ST NAPA VALLEY CA 94559 680393144 501(c)(3) 40000 0 WELLNESS&PREVENTION OAKVIEW RENEWAL PARTNERSHIP 17241 OAK LANE HUNTINGTON BEACH CA 92647 611495237 501(c)(3) 80000 0 COMMUNITY BUILDING INITIATIVE ONE OC 1120 W LA VETA STE 200 ORANGE CA 92868 952021700 501(c)(3) 107500 0 WELLNESS&PREVENTION ON THE MOVE 780 LINCOLN AVE NAPA CA 94558 753149095 501(c)(3) 64625 0 WELLNESS&PREVENTION OPEN DOOR COMMUNITY HEALTH CENTERS INC 670 NINTH STREET STE 203 ARCAT CA 95521 952671433 501(c)(3) 58183 0 WELLNESS&PREVENTION ORANGE COUNTY ASIAN PACIFIC ISLANDER CMMTY 12900 GARDEN GROVE GARDEN GROVE CA 92843 912047245 501(c)(3) 75000 0 WELLNESS&PREVENTION PROVIDENCE SPEECH & HEARING CENTER 1301 W PROVIDENCE AVE ORANGE CA 92868 956154473 501(c)(3) 25000 0 WELLNESS&PREVENTION PETALUMA ECUMENIAL PROPERTIES 951 PETALUMA BLVD SOUTH PETALUMA CA 94952 942565270 501(c)(3) 10000 0 WELLNESS&PREVENTION SRM ALLIANCE HOSPITAL SERVICES 400 NORTH MCDOWELL BLVD PETALUMA CA 94954 680395200 501(c)(3) 180000 0 CARE FOR THE POOR PUBLIC LAW CENTER 601 CIVIC CENTER DR SANTA ANA CA 92701 953709253 501(c)(3) 20000 0 NATURALIZATION INITIATIVE QUEEN OF THE VALLEY MEDICAL CENTER 1000 TRANCAS STREET NAPA CA 94558 941243669 501(c)(3) 584820 0 CARE FOR THE POOR QUEEN OF THE VALLEY MEDICAL CENTER 1000 TRANCAS STREET NAPA CA 94558 941243669 501(c)(3) 217423 0 WELLNESS&PREVENTION REDWOOD EMPIRE FOOD BANK 3320 INDUSTRIAL DR SANTA ANA CA 95403 680121855 501(c)(3) 55000 0 WELLNESS&PREVENTION REDWOOD COMMUNITY ACTION AGENCY 904 G ST EUREKA CA 95501 942646370 501(c)(3) 100000 0 COMMUNITY BUILDING INITIATIVE REDWOOD COMMUNITY ACTION AGENCY 904 G ST EUREKA CA 95501 942646370 501(c)(3) 21255 0 EMERGENCY FOOD & SHELTER REDWOOD MEMORIAL HOSPITAL 3300 RENNER DR FORTUNA CA 95540 941384665 501(c)(3) 300000 0 CARE FOR THE POOR SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DRIVE SANTA ROSA CA 95405 941231005 501(c)(3) 1768985 0 CARE FOR THE POOR SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DRIVE SANTA ROSA CA 95405 941231005 501(c)(3) 50000 0 WELLNESS&PREVENTION SHARE OURSELVES 1550 SUPERIOR AVE COSTA MESA CA 92627 953222316 501(c)(3) 40000 0 EMERGENCY FOOD & SHELTER SHARE OURSELVES 1550 SUPERIOR AVE COSTA MESA CA 92627 953222316 501(c)(3) 10000 0 EXECUTIVE CHEF SPONSORSHIP ST JOSEPH HOSPITAL OF EUREKA 2700 DOLBEER STREET EUREKA CA 95501 941156596 501(c)(3) 450000 0 CARE FOR THE POOR ST JOHN OF GOD HEALTHCARE SERVICES 13333 PALMDALE RD VICTORVILLE CA 92392 953806996 501(c)(3) 67175 0 WELLNESS&PREVENTION ST JOHN OF GOD HEALTHCARE SERVICES 13333 PALMDALE RD VICTORVILLE CA 92392 953806996 501(c)(3) 70771 0 EMERGENCY FOOD & SHELTER ST JOSEPH HOSPITAL OF ORANGE 1100 W STEWART DRIVE ORANGE CA 92868 951643359 501(c)(3) 1503975 0 CARE FOR THE POOR ST JOSEPH HOSPITAL OF ORANGE 1100 W STEWART DRIVE ORANGE CA 92868 951643359 501(c)(3) 225000 0 WELLNESS&PREVENTION ST JUDE MEDICAL CENTER 101 E VALENCIA MESA DR FULLERTON CA 92835 951643325 501(c)(3) 4591819 0 CARE FOR THE POOR ST JUDE MEDICAL CENTER 101 E VALENCIA MESA DRIVE FULLERTON CA 92835 951643325 501(c)(3) 42843 0 EXECUTIVE CHEF SPONSORSHIP ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY CA 92307 951914489 501(c)(3) 765177 0 CARE FOR THE POOR ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY CA 92307 951914489 501(c)(3) 75000 0 WELLNESS&PREVENTION ST VINCENT DE PAUL 528 2ND ST EUREKA CA 95501 941573587 501(c)(3) 50000 0 EMERGENCY FOOD & SHELTER TALLER SAN JOSE 801 N BROADWAY SANTA ANA CA 92701 593816355 501(c)(3) 75000 0 WELLNESS&PREVENTION THE RAISE FOUNDATION 1920 E WARNER AVE A SANTA ANA CA 92705 330240178 501(c)(3) 36200 0 WELLNESS&PREVENTION VICTOR VALLEY COMMUNITY DENTAL SERVICE 14357 7TH STREET VICTORVILLE CA 92395 330858710 501(c)(3) 75000 0 WELLNESS&PREVENTION VICTOR VALLEY COMMUNITY SERVICES COUNCIL 16692 MOJAVE DR VICTORVILLE CA 92395 952041473 501(c)(3) 25000 0 WELLNESS&PREVENTION 55 SCHEDULE I, PART I, LINE 2 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. false true false false false false false false false JO ANN ESCASA-HAIGH Board Member/CFO-SJHS 0 408753 0 98779 0 48968 0 12750 0 24950 0 594200 0 0 ANNETTE WALKER BOARD MEMBER 0 519458 0 137665 0 68198 0 12750 0 33924 0 771995 0 0 JO SANDERSFELD BOARD MEMBER 0 202999 0 63415 0 36131 0 18250 0 17590 0 338385 0 0 GABRIELA ROBLES VICE PRESIDENT 0 129855 0 5261 0 2227 0 6906 0 11485 0 155734 0 0 DEBORAH PROCTOR CEO/INTERIM CHAIRPERSON 0 1176320 0 347154 0 162365 0 297586 0 10863 0 1994288 0 0 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. 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) COVENANT HEALTH NETWORK INC 3345 MICHELSON DRIVE STE 100 IRVINE CA 92612 461259908 HEALTHCARE CA 501(C)(3) 11, III SJHS true COVENANT HEALTH PARTNERS 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 4000 24TH STREET 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 PHYSICIAN PARTNERS 3615 19TH STREET LUBBOCK TX 79410 463516417 HEALTHCARE TX 501(C)(3) 3 CHS true HOAG CHARITY SPORTS 3920 BIRCH STREET SUITE 105 NEWPORT BEACH CA 92660 452982422 SUPPORT CA 501(C)(3) 7 HHF true HOAG HOSPITAL FOUNDATION 1 HOAG DRIVE BOX 6100 NEWPORT BEACH CA 92663 953222343 FUNDRAISING CA 501(C)(3) 7 HMHP true HOAG MEMORIAL HOSPITAL PRESBYTERIAN 1 HOAG DRIVE 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 1102 SLIDE ROAD LUBBOCK TX 79414 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 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 HOME CARE NETWORK 170 PROFESSIONAL CENTER DR B ROHNERT PARK CA 94928 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 500 S MAIN STREET STE 1000 ORANGE CA 92868 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 WORKFORCE DEV CA 501(C)(3) 2 SSJO true 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 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 58 PAR-LA-VILLE ROAD HAMILTON HM BD HX CAPTIVE INSURANCE BD NA C-CORP 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 false true true false false false false false false false false false false false false false false false false ST JOSEPH HOSPITAL OF ORANGE b 1728975 ACCRUAL ST JUDE MEDICAL CENTER b 4634662 ACCRUAL ST MARY MEDICAL CENTER b 840177 ACCRUAL QUEEN OF THE VALLEY MEDICAL CENTER b 802243 ACCRUAL SANTA ROSA MEMORIAL HOSPITAL b 1818985 ACCRUAL ST JOSEPH HOSPITAL OF EUREKA b 450000 ACCRUAL REDWOOD MEMORIAL HOSPITAL b 300000 ACCRUAL COVENANT HEALTH SYSTEM b 2366403 ACCRUAL MISSION HOSPITAL REGIONAL MEDICAL CENTER b 6342968 ACCRUAL SRM Alliance Hospital Services b 180000 ACCRUAL TALLER SAN JOSE b 75000 ACCRUAL ST JUDE MEDICAL CENTER c 6083700 ACCRUAL ST MARY MEDICAL CENTER c 55400 ACCRUAL SANTA ROSA MEMORIAL HOSPITAL c 4805500 ACCRUAL ST JOSEPH HOSPITAL OF EUREKA c 847500 ACCRUAL REDWOOD MEMORIAL HOSPITAL c 521900 ACCRUAL COVENANT HEALTH SYSTEM c 6468700 ACCRUAL MISSION HOSPITAL REGIONAL MEDICAL CENTER c 5363300 ACCRUAL SRM Alliance Hospital Services c 350900 ACCRUAL SCHEDULE R, PART III 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