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DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. 1766554 102259 161946 0 0 21052 2009707 1257495 514556 10588 0 0 16084 1766555 0 1207312 57912 0 0 7729 1257495 0.92000 0.08000 0.00000 false false 1300000 35735120 37035120 284711345 71497202 213214143 19154600 10301621 8852979 150662835 100169075 50493760 21297487 26269 21271218 330867220 0 INTERCO WITH HEALTH SYSTEM - BONDS 184029263 INTERCOMPANY PAYABLE 84678893 THIRD PARTY PAYABLES 18000700 OTHER LIABILITIES 3563549 290272405 X INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE USE OF THE RESTRICTED ENDOWMENTS ARE SPECIFIED WHEN PUT IN PLACE BY THE DONORS. LIKE ALL ENDOWMENTS, ONLY THE DISTRIBUTED EARNED INCOME IS AVAILABLE FOR USE. THE UNRESTRICTED ENDOWMENT INCOME IS USED AT THE DISCRETION OF THE EXECUTIVE LEADERSHIP OF THE HOSPITAL FOR CAPITAL/BUILDING AND EQUIPMENT NEEDS. CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) SCHEDULE D, PART X, LINE 2 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, 2013 OR 2012. 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OUTPATIENT SURGERY CENTER SCHEDULE H, PART I, LINE 7A-I A COST-TO-CHARGE RATIO FROM THE COST ACCOUNTING SYSTEM WAS USED TO DETERMINE THE COST OF ALL REPORTED CHARITY CARE AND OTHER COMMUNITY BENEFITS AT COST. IT INCLUDED ALL PATIENT TYPES (I.E. INPATIENT OUTPATIENT, EMERGENCY ROOM), AND WOULD ONLY INCLUDE CHARGES OR RELATED COSTS THAT PERTAIN TO EACH RESPECTIVE AREA (I.E. CHARITY, MEDICAID, MANAGED CARE, PRIVATE INSURANCE, SELF PAY, UNINSURED, ETC.). FOR UNREIMBURSED COSTS, THAT WOULD BE THE DIFFERENCE BETWEEN THE DETERMINED COSTS UTILIZING THE COST-TO-CHARGE RATIO LESS ANY PAYMENTS RECEIVED FOR THAT PARTIAL PAYOR GROUP. THE COST-TO-CHARGE RATIO USED WAS NOT DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES. SCHEDULE H, PART I, LINE 7G SUBSIDIZED HEALTH SERVICES $1,025,000 IN COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED. COMMUNITY BUILDING ACTIVITIES SCHEDULE H, PART II OUR MISSION CALLS US TO IMPROVE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. A KEY EMPHASIS IS PUT ON DEVELOPING PROGRAMS THAT ADDRESS ROOT CAUSES OF HEALTH PROBLEMS. KEY ISSUES FOR FISCAL YEAR 2013 CONTINUE TO BE ACCESS TO AFFORDABLE HOMES AND SERVING THE HOMELESS. MISSION HOSPITAL HAS PARTNERED WITH KEY COMMUNITY STAKEHOLDERS TO HELP ADDRESS THESE LONG-TERM ISSUES. ACCESS TO AFFORDABLE HOMES: THE AFFORDABLE HOMES OUTCOME GOAL IS TO INCREASE AFFORDABLE HOMES IN SOUTH ORANGE COUNTY, WITH A SPECIAL FOCUS ON THE CITIES OF SAN CLEMENTE, SAN JUAN CAPISTRANO, LAKE FOREST, AND MISSION VIEJO. IN 2008, MISSION HOSPITAL INITIATED A PARTNERSHIP WITH OVER A DOZEN AGENCIES TO CREATE THE SOUTH ORANGE COUNTY ALLIANCE FOR HOUSING OUR COMMUNITIES (SOCAHOC). TOGETHER, THE ALLIANCE WORKS TO INCREASING THE NUMBER OF PUBLIC OR PRIVATE POLICIES THAT SUPPORT AFFORDABLE HOMES, INCREASING BROAD-BASED COMMUNITY ADVOCACY ORGANIZATIONS THAT IDENTIFY AND ACT ON AFFORDABLE HOMES AS A PRIORITY, AND COLLABORATING TO CREATE NEW AFFORDABLE HOMES. HOMELESS OUTREACH: AFTER PURCHASING THE LAGUNA BEACH CAMPUS, THE LOCAL HEALTH NEEDS ASSESSMENT IDENTIFIED HOMELESS OUTREACH AS A PRIMARY NEED FOR THE COMMUNITY. BEGINNING IN 2009, WE BEGAN COLLABORATING WITH LOCAL RESIDENTS AND AGENCIES WHO SERVE THE HOMELESS TO MEET THEIR NEEDS. MISSION HOSPITAL PROVIDES A NUTRITIONALLY BALANCED LUNCH FOR UP TO 50 HOMELESS PEOPLE STAYING AT THE CITY'S ALTERNATIVE SLEEPING LOCATION 5 DAYS EACH WEEK (REPRESENTING $42,000 ANNUALLY). IN ADDITION, WE PROVIDE $5,000 TO A LOCAL SOUP KITCHEN IN CAPISTRANO BEACH. SAFE RIDES TO TEENS: TO AVOID TRAGEDY DUE TO DRUNK DRIVING, MISSION HOSPITAL SPONSORS AND COORDINATES THE SAFE RIDES PROGRAM, A FREE, ANONYMOUS SERVICE THAT PROVIDES TEENS A SAFE RIDE HOME SHOULD THEY NEED A RIDE ON FRIDAY OR SATURDAY EVENINGS. PROJECT MISSION: PROJECT MISSION IS A 9-MONTH INTERNSHIP PROGRAM THAT PROVIDES YOUNG ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WITH JOB TRAINING OPPORTUNITIES AND DIRECT EXPOSURE TO WORK EXPERIENCE IN A STRUCTURED SETTING. THIS IS A PARTNERSHIP BETWEEN MISSION HOSPITAL AND THE CAPISTRANO UNIFIED SCHOOL DISTRICT ADULT EDUCATION PROGRAM. THIS PAST FY13, PROJECT MISSION ENROLLED 5 STUDENTS IN PROGRAM, 4 STUDENTS GRADUATED AND 1 STUDENT RECEIVED PERMANENT EMPLOYMENT. SINCE MISSION SEARCH MISSION BEGAN IN 2007, 35 STUDENTS (18 TO 22 YEAR OLD) HAVE BEEN ENROLLED IN THE PROGRAM, 7 INTERNSHIP PROMOTIONS. THEIR PROFESSIONAL AND SOCIAL DEVELOPMENT GAINS HAVE BEEN TRANSFERABLE TO OTHER JOBS AND SITUATIONS IN THE COMMUNITY. 26 FORMER INTERNS HAVE BEEN EMPLOYED IN RETAIL, GOVERNMENT, HOSPITALITY AND HEALTH CARE JOBS. 5 FORMER INTERNS ARE CURRENTLY EMPLOYED AT MISSION HOSPITAL IN THE ACCOUNTING AND NUTRITIONAL CARE SERVICES DEPARTMENTS. INTERNS HAVE BECOME ROLE MODELS FOR OTHER STUDENTS AT CUSD ADULT TRANSITION PROGRAM. SUCCESSFUL INDEPENDENCE LIVING CASES HAVE HELPED THE DREAMS OF STUDENTS AND PARENTS BECOME A REALITY. SCHEDULE H, PART III, LINE 2 DISCOUNTS ON PATIENT ACCOUNTS IN BAD DEBT: ANY ACCOUNT RETURNED TO THE HOSPITAL FROM A COLLECTION AGENCY THAT HAS DETERMINED THE PATIENT DOES NOT HAVE THE RESOURCES TO PAY HIS OR HER BILL, MAY BE DEEMED ELIGIBLE FOR CHARITY CARE WITHOUT ABSOLUTE REQUIREMENT FOR SUBMISSION OF A FINANCIAL ASSISTANCE APPLICATION. ALL OUTSIDE COLLECTION AGENCIES CONTRACTED WITH SJHS TO PERFORM ACCOUNT FOLLOW-UP AND/OR BAD DEBT COLLECTION WILL UTILIZE THE FOLLOWING CRITERIA TO IDENTIFY A STATUS CHANGE FROM BAD DEBT TO CHARITY CARE: - PATIENT ACCOUNTS MUST HAVE NO APPLICABLE INSURANCE (INCLUDING GOVERNMENTAL COVERAGE PROGRAMS OR OTHER THIRD PARTY PAYERS); AND - THE PATIENT MUST HAVE A CREDIT SCORE AND BEHAVIOR RATING WITHIN THE LOWEST 25TH PERCENTILE OF CREDIT SCORES FOR ANY CREDIT EVALUATION METHOD USED; AND - THE PATIENT HAS NOT MADE A PAYMENT WITHIN 150 DAYS OF ASSIGNMENT TO THE COLLECTION AGENCY; AND - THE COLLECTION AGENCY HAS DETERMINED THAT THE PATIENT IS UNABLE TO PAY; AND/OR - THE PATIENT DOES NOT HAVE A VALID SOCIAL SECURITY NUMBER AND/OR AN ACCURATELY STATED RESIDENCE ADDRESS IN ORDER TO DETERMINE A CREDIT SCORE. ALL ACCOUNTS RETURNED FROM A COLLECTION AGENCY FOR RE-ASSIGNMENT FROM BAD DEBT TO CHARITY CARE WILL BE EVALUATED BY HOSPITAL PERSONNEL TO DETERMINE ELIGIBILITY FOR CHARITY CARE OR DISCOUNTED CARE PRIOR TO ANY RE-CLASSIFICATION WITHIN THE HOSPITAL ACCOUNTING SYSTEM AND RECORDS. DOCUMENTATION OF THE PATIENT'S INABILITY TO PAY FOR SERVICES WILL BE MAINTAINED BY THE HOSPITAL. SCHEDULE H, PART III, SECTION A, LINE 4 BAD DEBT EXPENSE PAGE 11 OF THE AUDITED FINANCIAL STATEMENTS - THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED AND OTHERS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. SCHEDULE H, PART III, SECTION B, LINE 8 AS A CATHOLIC HEALTH CARE MINISTRY, THE ORGANIZATION FOLLOWS THE CATHOLIC HEALTH ASSOCIATION'S COMMUNITY BENEFIT REPORTING GUIDELINES AND THEREFORE DOES NOT REPORT MEDICARE AS A COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED USING THE MEDICARE COST REPORT. SCHEDULE H, PART III, SECTION C, LINE 9B MISSION HOSPITAL REGIONAL MEDICAL CENTER PATIENT ACCOUNTS WERE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MADE A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMED AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIED FOR FINANCIAL ASSISTANCE. ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR FREE CARE (100 PERCENT FINANCIAL ASSISTANCE) WERE WRITTEN OFF AND COLLECTION EFFORTS WERE NOT PURSUED. NAME OF ENTITY SCHEDULE H, PART IV, COLUMN (A) 1. MISSION EDUCATION CONFERENCE CENTER, LLC 2. MISSION AMBULATORY SURGICENTER, LTD, DBA MISSION SURGERY CENTER MISSION HOSPITAL REGIONAL MEDICAL CENTER (1) SCHEDULE H, PART V, SECTION B, LINE 3 SIX COMMUNITY FORUMS WERE CONDUCTED WITH RESIDENTS IN THE CITIES OF SAN JUAN CAPISTRANO, SAN CLEMENTE, AND LAKE FOREST. THERE WERE A TOTAL OF 63 PARTICIPANTS ACROSS ALL FORUMS, WITH EACH FORUM RANGING IN SIZE FROM 2 TO 21 AND AVERAGING 10 PARTICIPANTS. THE MAJORITY OF PARTICIPANTS WERE WOMEN (N = 54). PARTICIPANTS WERE ALL ADULTS, MAINLY RESIDENTS AND A FEW STAKEHOLDERS (E.G., SERVICE PROVIDERS, CITY EMPLOYEES, AND HOSPITAL EMPLOYEES). THE ENGLISH LANGUAGE FORUMS INCLUDED MOSTLY STAKEHOLDERS AND TO A LESSER EXTENT INCLUDED RESIDENTS, WHILE THE SPANISH LANGUAGE FORUMS INCLUDED MOSTLY RESIDENTS. EACH FORUM LASTED ABOUT ONE AND A HALF HOURS. PARTICIPANTS IDENTIFIED PRIORITY ISSUES. THE RESULTS AGGREGATED ACROSS THE FORUMS INDICATE THAT THE FOUR PRIORITY HEALTH AND QUALITY OF LIFE ISSUES PERCEIVED BY THE PARTICIPANTS ARE AS FOLLOWS: 1. OBESITY 2. LACK OF HEALTH INSURANCE 3. STRESS AND ANXIETY 4. ACCESS TO AFFORDABLE HOMES MISSION HOSPITAL REGIONAL MEDICAL CENTER (1) SCHEDULE H, PART V, SECTION B, LINE 5A THE WEB ADDRESS IS: HTTP://WWW.MISSION4HEALTH.COM/DOCUMENTS/MH-CHNA-WRITTEN-REPORT_ALL_FINAL.P DF MISSION HOSPITAL REGIONAL MEDICAL CENTER (1) SCHEDULE H, PART V, SECTION B, LINE 5C MISSION HOSPITAL CONDUCTED PRESENTATIONS WITH LOCAL CITY COUNCIL MEMBERS AND CITY-APPOINTED COMMITTEES AND PROVIDED COPIES OF MISSION HOSPITAL'S CHNA TO PARTNER AGENCIES AND HOSPITAL STAFF. MISSION HOSPITAL REGIONAL MEDICAL CENTER (1) SCHEDULE H, PART V, SECTION B, LINE 7 THE FOLLOWING COMMUNITY HEALTH NEEDS IDENTIFIED IN THE MINISTRY CHNA WILL NOT BE ADDRESSED AND AN EXPLANATION IS PROVIDED BELOW: HOMELESS PROGRAMS AND SHELTERS: DURING THE 2010 HEALTH NEEDS ASSESSMENT CONDUCTED IN LAGUNA BEACH, CALIFORNIA, THE HOMELESS WERE A UNIQUE HIGH NEED COMMUNITY THAT REQUIRED SPECIFIC, ONGOING SUPPORT. MISSION HOSPITAL PARTNERED WITH THE CITY OF LAGUNA BEACH TO ESTABLISH THE ALTERNATIVE SLEEPING LOCATION (ASL), AN OVERNIGHT SHELTER FOR THE CITYS HOMELESS. SINCE THAT TIME, WE HAVE PROVIDED ONE NUTRITIONALLY BALANCED MEAL TO EACH PERSON STAYING THE NIGHT AT THE SHELTER TO ENSURE THEY RECEIVED ONE MEAL EACH DAY. A KEY NEED IDENTIFIED BY THE HOMELESS WAS THE NEED FOR JOB SKILLS AND STEADY WORK. WHILE WE HAVE PARTNERED WITH LOCAL AGENCIES SUCH AS THE FRIENDSHIP SHELTER TO ADDRESS THIS NEED, RESOURCES LIMIT THE EFFECTIVENESS TO ADDRESS SUCH A LARGE ISSUE. AND WHILE WE ARE LIMITED IN DIRECTLY ADDRESSING THE ISSUE OF HOMELESSNESS, WE PARTNER WITH SEVERAL ORGANIZATIONS THAT SERVE THE HOMELESS, INCLUDING PATHWAYS OF HOPE, COLLETES HOME, WTLC AND THE ILLUMINATION FOUNDATION. HIGH CHOLESTEROL: WHILE WE DO NOT CURRENTLY HAVE A SPECIFIC PROGRAM TO ADDRESS HIGH CHOLESTEROL NEEDS IN THE COMMUNITY, WE DO SUPPORT THE LOCAL NON-PROFIT CHAPTER OF THE AMERICAN HEART ASSOCIATION THROUGH THEIR ANNUAL AMERICAN HEART ASSOCIATION HEART WALKS TO RAISE AWARENESS AND EDUCATE THE PUBLIC ABOUT HEART DISEASE. OUR EMPLOYEES FORM TEAMS TO WALK IN THE EVENT AND PERSONALLY RAISE DOLLARS AND AWARENESS THROUGHOUT THE COMMUNITY. MISSION HOSPITAL PROVIDES SOUTH ORANGE COUNTY COMMUNITIES WITH HEALTH ACCESS THROUGH TWO CONVENIENT LOCATIONS, MISSION VIEJO AND LAGUNA BEACH. THE HOSPITAL'S SERVICE AREA EXTENDS FROM THE JUNCTION OF THE 405 AND 5 FREEWAYS IN THE NORTH TO CAMP PENDLETON IN THE SOUTH. GEOGRAPHICALLY, SOUTH COUNTY IS BORDERED BY THE PACIFIC OCEAN TO THE WEST, THE SANTA ANA MOUNTAINS TO THE NORTH AND EAST, AND THE MARINE BASE CAMP PENDLETON TO THE SOUTH. OUR PRIMARY SERVICE AREA INCLUDES THE CITIES OF MISSION VIEJO, LAGUNA BEACH, LAGUNA NIGUEL, SAN JUAN CAPISTRANO, SAN CLEMENTE, RANCHO SANTA MARGARITA, LAKE FOREST, LAGUNA HILLS, DANA POINT, LADERA RANCH TRABUCO CANYON, CAPISTRANO BEACH AND ALISO VIEJO. THIS INCLUDES A POPULATION OF APPROXIMATELY 623,000 PEOPLE, AN INCREASE OF 4% FROM THE PRIOR ASSESSMENT. MISSION HOSPITAL'S SECONDARY SERVICE AREA INCLUDES LAGUNA WOODS, IRVINE, FOOTHILL RANCH AND SILVERADO. SOUTH ORANGE COUNTY IS A RELATIVELY AFFLUENT COMMUNITY WITH A MEDIAN HOUSEHOLD INCOME OF $95,506 COMPARED TO THE ORANGE COUNTY MEDIAN HOUSEHOLD INCOME OF $79,132 (2000 US CENSUS QUICK FACTS). THE AVERAGE HOUSEHOLD SIZE IS 2.70 COMPARED TO THE ORANGE COUNTY WIDE HOUSEHOLD SIZE OF 3.06. DEMOGRAPHICALLY, THE AREA IS PRIMARILY CAUCASIAN (69.7%), WITH THE HISPANIC POPULATION REPRESENTING 17.9%. IN GENERAL, MISSION HOSPITAL'S SERVICE AREA REFLECTS A HIGH DEGREE OF HEALTH AND QUALITY OF LIFE. MISSION HOSPITAL PROVIDES BROAD COMMUNITY BENEFIT SERVICES TO ITS PRIMARY AND SECONDARY SERVICE AREA. HOWEVER, ISOLATED AREAS OF HIGH NEED HAVE BEEN IDENTIFIED IN THE CITIES OF SAN CLEMENTE, DANA POINT, SAN JUAN CAPISTRANO, LAGUNA NIGUEL, MISSION VIEJO, LAKE FOREST AND RANCHO SANTA MARGARITA. THESE AREAS WERE DETERMINED BASED ON KEY DRIVERS FOR COMMUNITY VULNERABILITY, WHICH INCLUDE MEDIAN HOUSEHOLD INCOME, NUMBER OF PEOPLE LIVING IN A HOME, HEALTH INSURANCE COVERAGE, HIGHEST EDUCATIONAL LEVEL, ETC. ALTHOUGH HIGH NEEDS WERE IDENTIFIED IN THESE 7 AREAS, BASED ON HOSPITAL RESOURCES AND PARTNERSHIPS AND IN AN EFFORT TO SHOW SIGNIFICANT OUTCOMES AT THE END OF THE THREE-YEAR PLAN, A DECISION WAS MADE TO PRIMARILY FOCUS ON THE CITIES OF SAN CLEMENTE, DANA POINT, SAN JUAN CAPISTRANO, LAGUNA BEACH AND LAKE FOREST. THIS DECISION WAS MADE IN PARTNERSHIP WITH COMMUNITY BENEFIT DEPARTMENT STAFF, THE HOSPITAL EXECUTIVE TEAM AND THE COMMUNITY BENEFIT COMMITTEE. FOR FURTHER INFORMATION, PLEASE SEE THE IMPLEMENTATION STRATEGY FOUND AT HTTP://WWW.MISSION4HEALTH.COM/DOCUMENTS/MH_FY12-FY14_CB_PLAN_IMPLEMENTATIO N_STRATEGY_COMBINED.PDF MISSION HOSPITAL REGIONAL MEDICAL CENTER (1) SCHEDULE H, PART V, SECTION B, LINE 12H THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT. MISSION HOSPITAL REGIONAL MEDICAL CENTER (1) SCHEDULE H, PART V, SECTION B, LINE 14G THE ORGANIZATION ADHERES TO STATE REGULATIONS IN PUBLICIZING ITS FINANCIAL ASSISTANCE POLICY. THESE REGULATIONS INCLUDE THE POSTING OF THE FULL POLICY ON THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. IN ADDITION, POLICY NOTICES ARE POSTED IN CONSPICUOUS AREAS SUCH AS EMERGENCY DEPARTMENTS, BILLING OFFICES, ADMISSIONS OFFICES AND OTHER OUTPATIENT SETTINGS. INDIVIDUAL NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR PATIENTS WHO HAVE NOT PROVIDED PROOF OF THIRD-PARTY COVERAGE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE ALSO PROVIDED UPON INQUIRY. WRITTEN NOTICES ARE PROVIDED IN ALL LANGUAGES SPOKEN BY 5% OR MORE OF THE HOSPITAL'S SERVICE AREA. MISSION HOSPITAL REGIONAL MEDICAL CENTER (1) SCHEDULE H, PART V, SECTION B, LINE 18E THE ORGANIZATION ADHERES TO STATE REGULATIONS IN PUBLICIZING ITS FINANCIAL ASSISTANCE POLICY. THESE REGULATIONS INCLUDE THE POSTING OF THE FULL POLICY ON THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. IN ADDITION, POLICY NOTICES ARE POSTED IN CONSPICUOUS AREAS SUCH AS EMERGENCY DEPARTMENTS, BILLING OFFICES, ADMISSIONS OFFICES AND OTHER OUTPATIENT SETTINGS. INDIVIDUAL NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR PATIENTS WHO HAVE NOT PROVIDED PROOF OF THIRD-PARTY COVERAGE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE ALSO PROVIDED UPON INQUIRY. WRITTEN NOTICES ARE PROVIDED IN ALL LANGUAGES SPOKEN BY 5% OR MORE OF THE HOSPITAL'S SERVICE AREA . MISSION HOSPITAL REGIONAL MEDICAL CENTER (1) SCHEDULE H, PART V, SECTION B, LINE 20D FOR PATIENTS WITH A FAMILY INCOME BETWEEN 201% AND 350% OF FEDERAL POVERTY GUIDELINES (FPG), THE HOSPITAL FACILITY USES MEDICARE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED. FOR PATIENTS WITH A FAMILY INCOME BETWEEN 351% AND 500% OF FPG, THE AVERAGE OF NEGOTIATED COMMERCIAL INSURANCE RATES IS USED TO DETERMINE THE MAXIMUM AMOUNT THAT CAN BE CHARGED. NEEDS ASSESSMENT SCHEDULE H, PART VI, LINE 2 FROM JANUARY - MAY 2011, MISSION HOSPITAL CONDUCTED ITS COMMUNITY HEALTH NEEDS ASSESSMENT IN THE CITIES OF SAN CLEMENTE, SAN JUAN CAPISTRANO AND LAKE FOREST (LAGUNA BEACH NEEDS ASSESSMENT WAS CONDUCTED IN 2010 JUST AFTER PURCHASING SOUTH COAST MEDICAL CENTER IN JULY 2009). THE 2011 CHNA WAS UPDATED IN 2012 TO ALIGN WITH THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (PUB. L. 111-148) WHICH ADDED SECTION 501(R) TO THE INTERNAL REVENUE CODE. SECTION 501(R) IMPOSES NEW REQUIREMENTS ON NON-PROFIT HOSPITALS. SECTION 501(R)(3) REQUIRES A HOSPITAL ORGANIZATION TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) EVERY THREE YEARS AND ADOPT AN IMPLEMENTATION STRATEGY TO MEET THE COMMUNITY HEALTH NEEDS IDENTIFIED THROUGH SUCH ASSESSMENT. THE CHNA MUST (1) TAKE INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH AND (2) BE MADE WIDELY AVAILABLE TO THE PUBLIC. SECTION 501(R)(3)(B). MISSION HOSPITAL RELIED ON NOTICE 2011-52: NOTICE AND REQUEST FOR COMMENTS REGARDING THE COMMUNITY HEALTH NEEDS ASSESSMENT REQUIREMENTS FOR TAX-EXEMPT HOSPITALS TO MEET THE REQUIREMENTS. IN ORDER TO OBTAIN FEEDBACK FROM RESIDENTS IN THE COMMUNITY, MISSION HOSPITAL COLLECTS DATA IN THREE WAYS: 1) TELEPHONE SURVEY, 2) KEY STAKEHOLDER PANELS, and 3) RESIDENT FORUMS. TELEPHONE SURVEY: CONDUCTED BY PROFESSIONAL RESEARCH CONSULTANTS (PRC), A TELEPHONE SURVEY OF 146 QUESTIONS FOCUSED ON ISSUES SUCH AS GENERAL HEALTH, CHRONIC DISEASE, INJURY AND VIOLENCE, HEALTH RISKS, PREVENTIVE CARE, ACCESS TO HEALTHCARE SERVICES AND BROAD COMMUNITY ISSUES. THE SURVEY IS MODELED AFTER THE CENTERS FOR DISEASE CONTROL'S (CDC) BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM, WHICH ENABLES US TO BENCHMARK OUR RESULTS TO STATEWIDE AND NATIONAL RESULTS. 919 SURVEYS WERE CONDUCTED IN EACH OF THE THREE TARGETED CITIES AND WERE DEMOGRAPHICALLY REPRESENTATIVE OF EACH OF THE COMMUNITIES. VALIDITY OF RESULTS IS AT A 95% CONFIDENCE LEVEL (AND 95% WHEN LOOKING AT CITY-SPECIFIC DATA). KEY STAKEHOLDER PANELS: TWO PANELS OF KEY STAKEHOLDERS WERE HELD IN SAN CLEMENTE AND SAN JUAN CAPISTRANO TO OBTAIN INPUT FROM LOCAL SERVICE PROVIDERS FROM A CROSS-SECTION OF DISCIPLINES WHO PROVIDE SERVICES TO LOCAL RESIDENTS. 40 PEOPLE PARTICIPATED IN THESE TWO PANELS AND REPRESENTATION INCLUDED THE MEDICAL FIELD, EDUCATION, FAITH-BASED GROUPS, LOCAL RESIDENT LEADERS, NON-PROFIT AGENCIES AND COUNTY-FUNDED PROGRAMS. RESIDENT FORUMS: ONCE THE PRC SURVEYS WERE COMPLETE, SIX COMMUNITY FORUMS WERE CONDUCTED WITH RESIDENTS IN THE CITIES OF SAN JUAN CAPISTRANO, SAN CLEMENTE, AND LAKE FOREST. THERE WERE A TOTAL OF 63 PARTICIPANTS ACROSS ALL FORUMS, WITH EACH FORUM RANGING IN SIZE FROM 2 TO 21 AND AVERAGING 10 PARTICIPANTS. THE MAJORITY OF PARTICIPANTS WERE WOMEN (N = 54). PARTICIPANTS WERE ALL ADULTS, MAINLY RESIDENTS AND A FEW STAKEHOLDERS (E.G., SERVICE PROVIDERS, CITY EMPLOYEES, AND HOSPITAL EMPLOYEES). THE ENGLISH LANGUAGE FORUMS INCLUDED MOSTLY STAKEHOLDERS AND TO A LESSER EXTENT INCLUDED RESIDENTS, WHILE THE SPANISH LANGUAGE FORUMS INCLUDED MOSTLY RESIDENTS. EACH FORUM LASTED ABOUT ONE AND A HALF HOURS. PARTICIPANTS IDENTIFIED 25 PRIORITY ISSUES. THE RESULTS AGGREGATED ACROSS THE FORUMS INDICATE THAT THE FOUR PRIORITY HEALTH AND QUALITY OF LIFE ISSUES PERCEIVED BY THE PARTICIPANTS ARE AS FOLLOWS: 1. OBESITY 2. LACK OF HEALTH INSURANCE 3. STRESS AND ANXIETY 4. ACCESS TO AFFORDABLE HOMES THERE WAS A NOTABLE DIFFERENCE BETWEEN THE ENGLISH LANGUAGE AND SPANISH LANGUAGE FORUMS, HOWEVER, IN THAT THE SPANISH LANGUAGE FORUM PARTICIPANTS BELIEVED UNAUTHORIZED IMMIGRATION STATUS IS A DETERMINANT TO HEALTH DISPARITY AND QUALITY OF LIFE. FOR THE FULL REPORT, PLEASE VISIT OUR WEBSITE AT WWW.MISSION4HEALTH.COM THE NEEDS ASSESSMENT WAS MADE AVAILABLE ON THE WEBSITE AND BY REQUEST. IN ADDITION, MISSION HOSPITAL STAFF PRESENTED TO CITY OFFICIALS AND SELECTED CITY COMMISSIONS IN ALL TARGETED CITIES AS WELL AS LOCAL COMMUNITY COALITIONS, MISSION HOSPITAL'S BOARD OF TRUSTEES AND COMMUNITY BENEFIT COMMITTEE, AND THE SAN CLEMENTE COMMUNITY RESOURCE CENTER AND SAN CLEMENTE COLLABORATIVE. THE NEEDS ASSESSMENT AND RESIDENT FORUMS BROUGHT FORWARD OVER 25 ADDITIONAL HEALTH AND QUALITY OF LIFE ISSUES, INCLUDING CARDIOVASCULAR RISK, DENTAL SERVICES, ALCOHOL AND SUBSTANCE ABUSE, AND JOB TRAINING FOR YOUTH. HOWEVER, BASED UPON HOSPITAL RESOURCES AND THE DESIRE TO FOCUS DEEPLY ON A FEW PRIORITIES VERSUS SPREADING RESOURCES TOO THINLY, MISSION HOSPITAL SELECTED FOUR PRIORITIES FOR ITS COMING FISCAL YEAR 2012-2014 COMMUNITY BENEFIT PLAN, TO INCLUDE: CHILDHOOD OBESITY, MENTAL HEALTH, YOUTH ALCOHOL & SUBSTANCE USE, AND AFFORDABLE HOMES. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI, LINE 3 THE ORGANIZATION POSTED NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES WERE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES WERE ALSO POSTED AT LOCATIONS WHERE A PATIENT COULD PAY THEIR BILL. NOTICES INCLUDED CONTACT INFORMATION ON HOW A PATIENT COULD OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES WERE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT WERE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATED LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS WERE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND WERE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY HAVE BEEN ELIGIBLE. COMMUNITY INFORMATION SCHEDULE H, PART VI, LINE 4 MISSION HOSPITAL PROVIDES SOUTH ORANGE COUNTY COMMUNITIES WITH HEALTH ACCESS THROUGH TWO CONVENIENT LOCATIONS, MISSION VIEJO AND LAGUNA BEACH. THE HOSPITAL'S SERVICE AREA EXTENDS FROM THE JUNCTION OF THE 405 AND 5 FREEWAYS IN THE NORTH TO CAMP PENDLETON IN THE SOUTH. GEOGRAPHICALLY, SOUTH COUNTY IS BORDERED BY THE PACIFIC OCEAN TO THE WEST, THE SANTA ANA MOUNTAINS TO THE NORTH AND EAST, AND THE MARINE BASE CAMP PENDLETON TO THE SOUTH. OUR PRIMARY SERVICE AREA INCLUDES THE CITIES OF MISSION VIEJO, LAGUNA BEACH, LAGUNA NIGUEL, SAN JUAN CAPISTRANO, SAN CLEMENTE, RANCHO SANTA MARGARITA, LAKE FOREST, LAGUNA HILLS, DANA POINT, LADERA RANCH TRABUCO CANYON, CAPISTRANO BEACH AND ALISO VIEJO. THIS INCLUDES A POPULATION OF APPROXIMATELY 623,000 PEOPLE, AN INCREASE OF 4% FROM THE PRIOR ASSESSMENT. MISSION HOSPITAL'S SECONDARY SERVICE AREA INCLUDES LAGUNA WOODS, IRVINE, FOOTHILL RANCH AND SILVERADO. SOUTH ORANGE COUNTY IS A RELATIVELY AFFLUENT COMMUNITY WITH A MEDIAN HOUSEHOLD INCOME OF $95,506 COMPARED TO THE ORANGE COUNTY MEDIAN HOUSEHOLD INCOME OF $79,132 (2000 US CENSUS QUICK FACTS). THE AVERAGE HOUSEHOLD SIZE IS 2.70 COMPARED TO THE ORANGE COUNTY WIDE HOUSEHOLD SIZE OF 3.06. DEMOGRAPHICALLY, THE AREA IS PRIMARILY CAUCASIAN (69.7%), WITH THE HISPANIC POPULATION REPRESENTING 17.9%. IN GENERAL, MISSION HOSPITAL'S SERVICE AREA REFLECTS A HIGH DEGREE OF HEALTH AND QUALITY OF LIFE. MISSION HOSPITAL PROVIDES BROAD COMMUNITY BENEFIT SERVICES TO ITS PRIMARY AND SECONDARY SERVICE AREA. HOWEVER, ISOLATED AREAS OF HIGH NEED HAVE BEEN IDENTIFIED IN THE CITIES OF SAN CLEMENTE, DANA POINT, SAN JUAN CAPISTRANO, LAGUNA NIGUEL, MISSION VIEJO, LAKE FOREST AND RANCHO SANTA MARGARITA. THESE AREAS WERE DETERMINED BASED ON KEY DRIVERS FOR COMMUNITY VULNERABILITY, WHICH INCLUDE MEDIAN HOUSEHOLD INCOME, NUMBER OF PEOPLE LIVING IN A HOME, HEALTH INSURANCE COVERAGE, HIGHEST EDUCATIONAL LEVEL, ETC. ALTHOUGH HIGH NEEDS WERE IDENTIFIED IN THESE 7 AREAS, BASED ON HOSPITAL RESOURCES AND PARTNERSHIPS AND IN AN EFFORT TO SHOW SIGNIFICANT OUTCOMES AT THE END OF THE THREE-YEAR PLAN, A DECISION WAS MADE TO PRIMARILY FOCUS ON THE CITIES OF SAN CLEMENTE, DANA POINT, SAN JUAN CAPISTRANO, LAGUNA BEACH AND LAKE FOREST. THIS DECISION WAS MADE IN PARTNERSHIP WITH COMMUNITY BENEFIT DEPARTMENT STAFF, THE HOSPITAL EXECUTIVE TEAM AND THE COMMUNITY BENEFIT COMMITTEE. THE FOLLOWING NON-PROFIT HOSPITALS ARE WITHIN THE MISSION HOSPITAL SERVICE AREA: SADDLEBACK MEMORIAL-LAGUNA BEACH, SADDLEBACK MEMORIAL - SAN CLEMENTE, CHOC CHILDREN'S HOSPITAL OF ORANGE COUNTY AT MISSION HOSPITAL. PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI, LINE 5 THE GOVERNING BODY IS COMPRISED OF A MAJORITY OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA AND WHO ARE NOT EMPLOYEES, CONTRACTORS, OR FAMILY MEMBERS. THE SUB-COMMITTEE OF THE BOARD OF TRUSTEES, KNOWN AS THE COMMUNITY BENEFIT COMMITTEE, OVERSAW THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND COMMUNITY BENEFIT PLAN/IMPLEMENTATION STRATEGY REPORT EVERY THREE YEARS, AS WELL AS AN ANNUAL COMMUNITY BENEFIT REPORT. THE COMMITTEE ALSO PROVIDED GENERAL DIRECTION TO MISSION HOSPITAL REGARDING: 1) BUDGETING DECISIONS, 2) COMMUNITY BENEFIT PROGRAM CONTENT, 3) COMMUNITY BENEFIT PROGRAM DESIGN, 4) TARGET GEOGRAPHIC/POPULATION, 5) PROGRAM CONTINUATION OR DISCONTINUATION, 6) FUND DEVELOPMENT SUPPORT, AND 7) COMMUNITY-WIDE ENGAGEMENT. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. GIVING BACK TO THE COMMUNITY IS HARDWIRED INTO EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTH MINISTRY OF ST. JOSEPH HEALTH, WE PROVIDE FREE AND DISCOUNTED CARE VIA OUR FINANCIAL ASSISTANCE PROGRAM AND HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. OUR COMMITMENT TO COMMUNITY IS FURTHER DEMONSTRATED THROUGH OUR STRATEGIC COMMUNITY INVESTMENTS. ON AN ANNUAL BASIS, TEN PERCENT OF OUR NET INCOME IS DEVOTED TO FUND COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR (CARE FOR THE POOR FUNDS). SPECIFICALLY, FUNDS ARE USED FOR OUTREACH PROGRAMS, DEFINED AS THOSE SERVICES THAT ADDRESS A SPECIFIC UNMET HEALTH NEED AND ARE SEPARATE FROM TRADITIONAL ACUTE CARE SERVICES. THE FOLLOWING PROGRAMS IN FY13 WERE MADE POSSIBLE THROUGH CARE FOR THE POOR FUNDS AND EXEMPLIFY OUR COMMITMENT TO PROMOTE HEALTH AND ACCESS TO CARE TO THE LOW-INCOME: OUR FY13 CARE FOR THE POOR PROGRAMS: CAMINO HEALTH CENTER: PROVIDES ESSENTIAL MEDICAL SERVICES TO SOUTH ORANGE COUNTY RESIDENTS WHO ARE UNINSURED OR UNDERINSURED. SERVICES INCLUDE PRIMARY HEALTH CARE, DENTAL CARE SERVICES FOR PREGNANT WOMEN AND CHILDREN, SEVERAL WOMEN, INFANT & CHILDREN (WIC) CLINICS THROUGHOUT SOUTH COUNTY, AND TWO MOBILE VANS THAT PROVIDE ESSENTIAL ACCESS TO HEALTH CARE FOR THOSE WITHOUT TRANSPORTATION OPTIONS. RECUPERATIVE CARE PROJECT: A COUNTY-WIDE PROJECT TO SUPPORT HOMELESS RESIDENTS WHO HAVE EXPERIENCED A HOSPITAL STAY TO PROVIDE THEM WITH TEMPORARY HOUSING AND RECUPERATIVE SERVICES TO ENSURE THEY ARE AT A HEALTHY STATE PRIOR TO RETURNING TO THEIR NORMAL LIVING ENVIRONMENT. HELPING HANDS PROGRAM: OFFERS ONE-TIME ASSISTANCE TO PATIENTS WHO NEED FINANCIAL SUPPORT FOR MEDICAL EQUIPMENT OR PHARMACEUTICAL NEEDS. THIS PROGRAM IS CONDUCTED THROUGH THE CARE MANAGEMENT TEAM WHO CONSIDERS A PATIENT'S SOCIO-ECONOMIC AND MEDICAL NEEDS PRIOR TO DISCHARGE. WE ARE ALSO COMMITTED TO PROMOTING HEALTH AND ACCESS TO CARE FOR THE BROADER COMMUNITY. THIS IS DEMONSTRATED THROUGH THE FOLLOWING PROGRAMS: CHILDHOOD OBESITY PROGRAM: ONE OF OUR COMMUNITY BENEFIT PRIORITY AREAS IN FY13 WAS TO ADDRESS CHILDHOOD OBESITY ACROSS SOUTH ORANGE COUNTY. OUR GOAL IS TO REDUCE THE PREVALENCE OF YOUTH AGED 3-11 YEARS WHO ARE OVERWEIGHT OR OBESE. YOUTH ALCOHOL PREVENTION PROGRAM: IDENTIFIED AS A SIGNIFICANT NEED IN THE LAGUNA BEACH NEEDS ASSESSMENT AND SELECTED AS A COMMUNITY BENEFIT PRIORITY AREA, MISSION HOSPITAL FACILITATES THE LAGUNA BEACH COMMUNITY COALITION TO ADDRESS YOUTH ALCOHOL & SUBSTANCE USE PREVENTION THROUGH A VARIETY OF APPROACHES. THE GOAL IS TO REDUCE 9TH GRADE YOUTH WHO REPORT CONSUMING ALCOHOL WITHIN 30 DAYS. MISSION HOSPITAL BREAST CARE CENTER: OFFERED ON THE CAMPUS OF MISSION VIEJO, MISSION HOSPITAL'S BREAST CARE CENTER OFFERS COMPREHENSIVE SERVICES TO BOTH PREVENT AND TREAT BREAST CANCER. STATE OF THE ART DIAGNOSTIC SERVICES ARE AVAILABLE AS WELL AS NURSE NAVIGATOR ASSISTANCE FOR THOSE WITH A POSITIVE DIAGNOSIS. IN ADDITION, PREVENTION EDUCATION IS CONDUCTED IN THE COMMUNITY TO REACH RESIDENTS IN THEIR OWN NEIGHBORHOODS. FOR DETAILED INFORMATION ABOUT THESE PROGRAMS, PLEASE VISIT OUR WEBSITE AT WWW.MISSION4HEALTH.COM AFFILIATED HEALTH CARE SYSTEM SCHEDULE H, PART VI, LINE 6 MISSION HOSPITAL IS A HEALING MINISTRY OF ST. JOSEPH HEALTH, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH 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 FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FINANCIAL ASSISTANCE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH CREATED THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. OUR FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES A POLICY THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION THEN FUNDS PROGRAMS IN COMMUNITIES SERVED BY ST. JOSEPH HEALTH HOSPITALS THAT ALIGN WITH OUR MISSION AND EXEMPLIFY THE FOUR CORE VALUES OF ST. JOSEPH HEALTH: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE. STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI, LINE 7 CALIFORNIA true ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DR IRVINE CA 92612 330143024 501(C)(3) 5325200 CARE FOR THE POOR CAMINO HEALTH CENTER 30300 CAMINO CAPISTRANO SJC CA 92675 330574214 501(C)(3) 2074186 PROGRAM SUPPORT NATIONAL HEALTH FOUNDATION 515 S FIGUEROA ST STE 1300 LA CA 92675 237314808 501(C)(3) 59000 PROGRAM SUPPORT ST MARGARET'S EPISCOPAL SCHOOL 31641 LA NOVIA SJC CA 92675 953408913 501(C)(3) 5700 PROGRAM SUPPORT SUSAN KOMEN FOR THE CURE 3191 AIRPORT LOOP DR COSTA MESA CA 92626 752844659 501(C)(3) 18500 PROGRAM SUPPORT THE ARTHRITIS FOUNDATION PO BOX 53490 IRVINE CA 92619 951885447 501(C)(3) 6500 PROGRAM SUPPORT TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA CA 92701 593816355 501(C)(3) 10000 PROGRAM SUPPORT ST TIMOTHY'S CATHOLIC CHURCH 29102 CROWN VALLEY LAGUNA NIGUEL CA 92677 953656905 501(C)(3) 75469 COST FOOD BANK DONATION FOOD DONATION ST KILLIAN CATHOLIC CHURCH 26872 ESTANCIERO MISSION VIEJO CA 92691 952659054 501(C)(3) 2500 3579 COST FOOD DONATION PROGRAM SUPPORT 9 0 RECUPERATION-HELPING HANDS-ON BEHALF OF PATIENTS 22159 INDIVIDUAL FUNERALS 4 3745 PAYMENT FOR MEDICAL SERVICES 1 1943 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 MISSION HOSPITAL HAS AN AFFILIATION AGREEMENT WITH CAMINO HEALTH CENTER THAT CALLS FOR THE STEERING COMMITTEE, WHICH INCLUDES AN OFFICER FROM THE HOSPITAL, TO PROVIDE OVERSIGHT OF FUNDS GRANTED TO CAMINO BY THE HOSPITAL. THE CARE FOR THE POOR FUNDS GIVEN TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION IS GOVERNED BY THE HEALTH SYSTEM FOUNDATION. THE DISBURSEMENT OF THE FUNDS FOLLOWS SPECIFICS SET FORTH BY THE HEALTH SYSTEM POLICY "CARE FOR THE POOR PROGRAM ACCOUNTING." THERE IS NO MONITORING DONE IN THE OTHER GRANTS. X X true false true true false false false false false true false KENNETH MCFARLAND 0 472378 0 310808 0 178778 0 22317 0 32305 0 1016586 0 0 LINDA JOHNSON 238072 0 76699 0 69674 0 17500 0 32391 0 434336 0 0 0 SHIRLEY BARNES 241199 0 156153 0 493414 0 8219 0 4900 0 903885 0 420284 0 PAULA SERIOS 0 0 0 0 205988 0 0 0 0 0 205988 0 0 0 ANNETTE WALKER 0 418127 0 120668 0 111896 0 11152 0 38549 0 700392 0 0 CYNTHIA MUELLER 167888 0 55218 0 39662 0 24729 0 22314 0 309811 0 0 0 DAVID HALTERMAN 185616 0 20868 0 3222 0 6438 0 32262 0 248406 0 0 0 DENNIS HAGHIGHAT 260215 0 87900 0 67018 0 12500 0 10938 0 438571 0 0 0 EILEEN HAUBL 245636 0 109380 0 85769 0 21739 0 22400 0 484924 0 0 0 MARGARITA COWLEY 310997 0 85539 0 435597 0 4908 0 4884 0 841925 0 324042 0 MICHAEL BECK 170476 0 59092 0 47563 0 21395 0 32300 0 330826 0 0 0 PETER BASTONE 0 0 0 0 0 449155 0 0 0 0 0 449155 0 0 TARA COWELL 0 235671 0 49688 0 63044 0 14997 0 19561 0 382961 0 0 TERRI FOX-COVERT 176879 0 19990 0 10906 0 15966 0 35143 0 258884 0 0 0 TODD LEMPERT MD 0 0 0 0 239080 0 0 0 0 0 239080 0 0 0 WINIFRED JOHNSON 191392 0 67436 0 62205 0 22305 0 27293 0 370631 0 0 0 WILLIAM MURIN 0 620304 0 174749 0 157122 0 7500 0 11052 0 970727 0 0 JOSEPH GAGLIARDO 166809 0 23297 0 5250 0 12810 0 1235 0 209401 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART I, LINE 1A DISCRETIONARY SPENDING ACCOUNT EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. COMPANION TRAVEL ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL FOR CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LEPUY, FRANCE, WHERE THE SISTER'S FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING INDIVIDUALS LISTED ON PART VII RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. EILEEN HAUBL $3,804 SCHEDULE J, PART I, LINE 3 THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FOR EITHER PART OR ALL OF THE YEAR: PETER BASTONE $449,155 MARGARITA COWLEY $258,098 SHIRLEY BARNES $139,716 PAULA SERIOS $187,262 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. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (SERP): SHIRLEY BARNES $420,284 MARGARITA COWLEY $324,042 SCHEDULE J, PART I, LINE 7 A PORTION OF EXECUTIVES SALARIES ARE PLACED "AT-RISK" AND ARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. ORANGE COUNTY NEUROSURGERY ASSOC SEE PART V 479452 ER CALL/PHYS. ASST. AGREEMENT false RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION SCHEDULE L, PART IV, LINE (1), COLUMN (B) DR. MASSOUDI IS A BOARD MEMBER AND HAS A GREATER THAN 5% INTEREST IN ORANGE COUNTY NEUROSURGICAL ASSOCIATES WHICH HAS AN AGREEMENT FOR PROFESSIONAL SERVICES WITH THE HOSPITAL. X 1 25000 COST X 17 391556 FMV X GIFTS IN KIND 636 0 SEE PART II false true false OTHER - GIFTS IN KIND SCHEDULE M, PART I, LINE 25 GIFTS IN KIND WITH AN ESTIMATED VALUE OF $388,609 WERE RECEIVED DURING THE YEAR AND WERE NOT INCLUDED ON THE BOOKS. VALUE WAS ESTIMATED FROM DONOR'S APPROXIMATION OF VALUE. REVENUE FROM THE SALE OF THESE ITEMS IS INCLUDED IN FUNDRAISING REVENUE ON FORM 990, PART VIII, LINE 8A. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), MISSION HOSPITAL IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A REALIZING OUR MISSION MISSION HOSPITAL HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 40 YEARS. SERVING THE COMMUNITIES OF SOUTH ORANGE COUNTY, MISSION HOSPITAL IS AN ACUTE CARE, FULL SERVICE FACILITY THAT HOUSES THE REGION'S DESIGNATED TRAUMA CENTER, ONE OF ONLY THREE IN THE COUNTY. A COMPLETE ARRAY OF TOP-QUALITY HEALTHCARE SERVICES ARE OFFERED INCLUDING 24-HOUR EMERGENCY CARE; IMAGING, CARDIAC REHABILITATION AND CHEST PAIN CENTER; STROKE CENTER, MATERNITY CENTER. MISSION HOSPITAL ALSO OFFERS ORTHOPEDICS, REHABILITATION, CANCER, SPINE AND VASCULAR SERVICES. OUR LAGUNA BEACH HEALTHCARE SERVICES INCLUDE 24-HOUR EMERGENCY, MEDICAL-SURGICAL CARE AS WELL AS BEHAVIORAL HEALTH AND CHEMICAL AND PAIN MEDICATION DEPENDENCY TREATMENT. WITH OVER 2,700 EMPLOYEES COMMITTED TO REALIZING THE MISSION, MISSION HOSPITAL IS ONE OF THE LARGEST EMPLOYERS IN THE SOUTH ORANGE COUNTY REGION. AS A MEMBER OF ST. JOSEPH HEALTH, MISSION HOSPITAL IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH MINISTRY. THREE MISSION OUTCOMES STRATEGICALLY GUIDE OUR MINISTRY WORK MISSION HOSPITAL IS COMMITTED TO THREE SYSTEM WIDE MISSION OUTCOMES: 1) SACRED ENCOUNTERS, 2) PERFECT CARE, AND 3) HEALTHIEST COMMUNITIES. EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE 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. SACRED MOMENTS SUPPORTS OUR MISSION OUTCOME OF SACRED ENCOUNTERS BY FOSTERING SACRED ENCOUNTERS THROUGHOUT THE PATIENT JOURNEY. OUR SACRED MOMENTS PROGRAM IS A PROACTIVE APPROACH TO 'HEALING BEYOND SCIENCE'. IT ATTEMPTS TO BRING THE SACRED INTO EVERYDAY INTERACTIONS BY PROVIDING A PRACTICAL STRUCTURE FOR FRONTLINE CAREGIVERS TO FOSTER SACRED ENCOUNTERS WITH THEIR PATIENTS, VISITORS, PHYSICIANS AND COLLEAGUES. EMPLOYEES ACROSS THE MINISTRY HAVE EACH PARTICIPATED IN 12-HOURS OF SACRED MOMENTS DESIGNS IN THEIR UNIT, AND HAVE ATTENDED A 90-MINUTE SACRED MOMENTS DEVELOPMENT SESSION. 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. IN FY13, MISSION HOSPITAL ADOPTED A DAILY ROUNDING SYSTEM THROUGHOUT THE ORGANIZATION TO INCREASE COMMUNICATION AT ALL LEVELS OF THE ORGANIZATION AS WELL AS IMPLEMENTING A "CATCH OF THE DAY" PROGRAM WHERE FRONT-LINE STAFF IDENTIFY AREAS WITHIN A PRACTICE THAT COULD LEAD TO A NEGATIVE PATIENT OUTCOME. THIS PROCESS ENABLES CLINICIANS TO SPEAK OPENLY ABOUT HOW A PROCEDURE COULD BE IMPROVED TO CONTINUALLY IMPROVE OUR EFFORTS TOWARD PERFECT CARE. 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. SINCE 2010, WE HAVE WORKED IN THE LAGUNA BEACH COMMUNITY TO REDUCE YOUTH ALCOHOL & SUBSTANCE USE, AS OVER 35% OF 9TH GRADERS REPORTED USING ALCOHOL WITHIN 30 DAYS IN 2008 (SOURCE: LAGUNA BEACH UNIFIED SCHOOL DISTRICT CALIFORNIA HEALTHY KIDS SURVEY 2008 RESULTS). OUR STRATEGIES WERE MULTI-FACETED, USING THE FOLLOWING THREE STRATEGIES: 1) INCREASE A CHILD'S OWN PROBLEM-SOLVING SKILLS; 2) INCREASE CARING RELATIONSHIPS AT HOME; AND 3) REDUCING ACCESS TO ALCOHOL. IN JULY 2012, WE BROUGHT ON A COMMUNITY DEVELOPMENT SPECIALIST TO SUPPORT THE LAGUNA BEACH COMMUNITY COALITION AND OUR EFFORTS AROUND YOUTH ALCOHOL USE PREVENTION. THE COALITION'S 20 MEMBERS SUPPORTED LAGUNA BEACH UNIFIED SCHOOL DISTRICT IN CHANGING THE SCHOOL CURRICULUM TO ADDRESS RISKY BEHAVIORS THROUGH IMPLEMENTING THE EVIDENCED-BASED BOTVIN LIFE SKILLS CURRICULUM. THIS CURRICULUM HAS A SPECIAL FOCUS TO IMPROVE PROBLEM-SOLVING SKILLS TO STUDENTS IN VARIOUS GRADE LEVELS. THE FIRST HALF OF FY13 WAS DEDICATED TO RAISING AWARENESS AND WORKING WITH RESIDENTS AND PARTNERING AGENCIES TO IMPLEMENT A SOCIAL HOST ORDINANCE IN LAGUNA BEACH. MISSION HOSPITAL AND THE LAGUNA BEACH COMMUNITY COALITION WORKED IN PARTNERSHIP WITH THE LAGUNA BEACH POLICE DEPARTMENT, LOCAL STUDENTS, AND RESIDENTS TO EDUCATE THE COMMUNITY ABOUT THE DRINKING RATES FOR LOCAL YOUTH. IN DECEMBER 2012 THE LAGUNA BEACH CITY COUNCIL PASSED A SOCIAL HOST ORDINANCE TO HOLD ADULTS RESPONSIBLE FOR HOSTING OR KNOWINGLY PROVIDING A PLACE FOR UNDERAGE DRINKING, MAKING IT MORE DIFFICULT FOR MINORS TO ACCESS TO ALCOHOL. ADDITIONAL RESULTS OF LOCAL EFFORTS FROM COALITION MEMBER AGENCIES INCLUDED: - THE CREATION OF THE CATALYST CLUB BY YOUTH AT LAGUNA BEACH HIGH SCHOOL, WHERE STUDENTS WHO DON'T DRINK OR USE DRUGS FEEL SUPPORTED. THEY PLANNED AND IMPLEMENTED MONTHLY OUTINGS AND EVENTS TO SHOW THAT YOUTH CAN HAVE FUN AND MAKE FRIENDS IN A SAFE AND HEALTHY ENVIRONMENT. - THE LAGUNA BEACH PRESCRIPTION DRUG AWARENESS PROGRAM CONDUCTED 2 NATIONAL TAKE BACK PRESCRIPTION DRUG EVENTS THIS YEAR AND WORKED WITH THE CITY COUNCIL TO SET UP A PERMANENT PRESCRIPTION DRUG DROP BOX AT THE LAGUNA BEACH POLICE DEPARTMENT. - THE LAGUNA BEACH POLICE DEPARTMENT CONTINUES TO CONDUCT THE DECOY SHOULDER TAP PROGRAM TO DETER ADULTS FROM FURNISHING ALCOHOL TO MINORS OUTSIDE OF STORES AND THE MINOR DECOY PROGRAM TO REDUCE THE NUMBER OF RETAIL STORES FROM SELLING ALCOHOL TO MINORS. THEY ARE ALSO PROVIDING RESPONSIBLE BEVERAGE SERVICE TRAINING FOR LOCAL RESTAURANTS AND BARS. IN ADDITION, COALITION MEMBERS WORKED COLLABORATIVELY TO OFFER THE FIRST ANNUAL "RAISING THRIVING KIDS" PARENT EDUCATION PROGRAM AT LAGUNA BEACH ELEMENTARY AND MIDDLE SCHOOLS. A TOTAL OF 24 PARENTS ENROLLED IN THE PROGRAM. 17 PARENTS COMPLETED VARYING HOURS OF INSTRUCTION GEARED AT INCREASING CARING RELATIONSHIPS AT HOME. THIS COLLABORATIVE EFFORT INCLUDED ADVERTISING IN LOCAL MEDIA, PROMOTION AT THE SCHOOLS TO REACH PARENTS, PARENT INSTRUCTION, AND CHILD CARE FOR THE FAMILIES THAT ATTENDED THE EVENT. PROGRAM SERVICE ACCOMPLISHMENTS FINANCIAL ASSISTANCE PROGRAM WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY MISSION HOSPITAL HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE AND/OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. FACTORS USED IN DETERMINING ELIGIBILITY FOR PATIENT FINANCIAL ASSISTANCE INCLUDE INCOME LEVEL, ASSET LEVEL, AND MEDICAL INDIGENCE. MEDICAID AND OTHER MEANS TESTED PROGRAMS MEDICAID, ALSO KNOWN AS MEDI-CAL IN CALIFORNIA, IS THE US HEALTH PROGRAM FOR PEOPLE WITH LOW INCOME. IT IS JOINTLY FUNDED BY THE STATE AND FEDERAL GOVERNMENTS, AND IS MANAGED BY THE STATES. MEDICAL SERVICES INITIATIVE (MSI) IS A FEDERAL, STATE AND COUNTY-FUNDED HEALTHCARE PROGRAM THAT PROVIDES A FULL RANGE OF MEDICAL SERVICES FOR PERSONS AGED 21 - 64 YEARS. FINANCIAL ELIGIBILITY IS BASED ON A CASE-BY-CASE BASIS, HOWEVER ONLY PERSONS WHOSE ANNUAL INCOME IS LESS THAN 200% OF THE FEDERAL POVERTY LEVEL ARE ELIGIBLE. IN APPLYING FOR THE PROGRAM, PROOF OF ORANGE COUNTY RESIDENCY AND U.S. CITIZENSHIP OR LEGAL RESIDENCY IS REQUIRED. MISSION HOSPITAL PARTICIPATES IN BOTH THE STATE AND COUNTY GOVERNMENT PROGRAMS. FOR A BREAK OUT ON EXPENSES FOR THESE PROGRAMS LISTED ABOVE REFER TO SCHEDULE H, PART I, LINES 7A,7B, AND 7C. CARE FOR THE POOR PROGRAMS WE BELIEVE THAT ALL RESIDENTS IN THE COMMUNITY DESERVE ACCESS TO MEDICAL CARE. THAT IS WHY MISSION HOSPITAL DEDICATES 10% OF ITS NET INCOME TOWARD CARE FOR THE POOR TO SUPPORT LOCAL PROGRAMS SUCH AS CAMINO HEALTH CENTER, THE LOCAL FEDERALLY-QUALIFIED HEALTH CENTER THAT SERVES SOUTH COUNTY RESIDENTS WHO ARE UNINSURED OR UNDERINSURED. FURTHERMORE, MISSION HOSPITAL PROVIDES SERVICES FOR THE HOMELESS WHO ARE RECENTLY DISCHARGED FROM THE HOSPITAL TO ENSURE THEY HAVE THE NEEDED MEDICAL SUPPORT TO RETURN THEIR HEALTH TO THE OPTIMAL LEVEL. FOR MORE INFORMATION ABOUT MISSION HOSPITAL, PLEASE VISIT WWW.MISSION4HEALTH.ORG FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG. FORM 990, PART VI, QUESTION 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS AS PART OF THE AFFILIATION AGREEMENT BETWEEN ST. JOSEPH HEALTH SYSTEM AND HOAG MEMORIAL HOSPITAL PRESBYTERIAN, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, COVENANT HEALTH NETWORK, INC. WAS CREATED. MISSION HOSPITAL'S BYLAWS WERE AMENDED TO INCLUDE COVENANT HEALTH NETWORK, INC. AS A CO-MEMBER ALONG WITH ST. JOSEPH HEALTH SYSTEM. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 ST JOSEPH HEALTH SYSTEM AND COVENANT HEALTH NETWORK, INC. ARE THE CORPORATE MEMBERS OF MISSION HOSPITAL. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A MISSION HOSPITAL HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE MISSION HOSPITAL BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE MISSION HOSPITAL BOARD AS NOMINATIONS MUST BE APPROVED BY ST. JOSEPH HEALTH SYSTEM, AS A CORPORATE MEMBER, AND ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. THE TRUSTEES ARE THEN APPROVED AND ELECTED BY THE COVENANT HEALTH NETWORK, INC. BOARD. DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, QUESTION 7B 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. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11B 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 OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2014 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDED A SUMMARY AT THE FULL BOARD MEETING. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, 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. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE MISSION HOSPITAL BOARD COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 15A AND 15B THE CHIEF EXECUTIVE OFFICER OF MISSION HOSPITAL REGIONAL MEDICAL CENTER (MHRMC) IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM, MHRMC'S TAX EXEMPT PARENT. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2013. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 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. MISSION HOSPITAL'S AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990. FORM 990, PART IX, LINE 11G OTHER FEES EXCEEDING 10% PURCHASED SERVICES $36,539,603 PROFESSIONAL FEES & MEDICAL PHYSICIANS 8,843,359 REGISTRIES 5,444,979 PURCHASED SERVICES - BIOMED 5,207,214 MEDICAL PURCHASED SERVICES 1,081,630 CONSULTING & MANAGEMENT 889,202 ------------ TOTAL 58,005,987 OTHER CHANGES IN NET ASSETS OR FUND BALANCE FORM 990, PART XI, LINE 5 CAPITAL CONTRIBUTION TO HERITAGE FOUNDATION (8,651,868) NET ASSET TRANSFER TO ST. JOSEPH HERITAGE HEALTHCARE (RELATED 501(C)(3)) (103,622,593) INCOME FROM SUBSIDIARIES 1,532,595 REVENUE ON AFS BUT REPORTED ON PRIOR YEAR FORM 990 28,361 FOUNDATION OTHER ADJUSTMENT (60,995) OTHER RESEARCH GRANT ADJUSTMENT (43,703) --------------- TOTAL (110,818,203) COVENANT HEALTH NETWORK INC 3345 MICHELSON DR 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 HOAG CHARITY SPORTS 3920 BIRCH ST STE 105 NEWPORT BEACH CA 92660 452982422 SUPPORT CA 501(C)(3) 7 HHF true HOAG HOSPITAL FOUNDATION 1 HOAG DR BOX 6100 NEWPORT BEACH CA 92663 953222343 FUNDRAISING CA 501(C)(3) 7 HMHP true HOAG MEMORIAL HOSPITAL PRESBYTERIAN 1 HOAG DR BOX 6100 NEWPORT BEACH CA 92663 951643327 HEALTHCARE CA 501(C)(3) 3 SJHS 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 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 DRIVE 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 DR STE 100 IRVINE CA 92612 271666576 RELIGIOUS ORG CA 501(C)(3) 1 SSJO false ST JOSEPH HEALTH SYSTEM 3345 MICHELSON DR STE 100 IRVINE CA 92612 953589356 HEALTHCARE CA 501(C)(3) 11, I SJHM false ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DR STE 100 IRVINE CA 92612 330143024 FOUNDATION CA 501(C)(3) 7 SJHS true 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 SJHS 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 951643325 HEALTHCARE CA 501(C)(3) 3 SJHS true ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY CA 92307 951914489 HEALTHCARE CA 501(C)(3) 3 SJHS 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 AUXILIARY OF MISSION HOSP LAGUNA BEACH 31872 COAST HWY LAGUNA BEACH CA 92651 956050019 SUPPORT CA 501(C)(3) 11, III-O NA false ST JOSEPH HLTH SYS HOME HLTH SEE PART VII ORANGE CA 928682012 330282945 HOME HEALTH CA NA N/A 0.00000 ST JOSEPH HLTH SYS HOME CARE SEE PART VII ORANGE CA 928682012 330307672 HOME HEALTH CA NA N/A 0.00000 METHODIST DIAGNOSTIC IMAGING SEE PART VII LUBBOVK TX 79410 752343261 HEALTHCARE SVCS TX NA N/A 0.00000 SHA LLC SEE PART VII AUSTIN TX 78750 752569094 HEALTHCARE SVCS TX NA N/A 0.00000 LUBBOCK SURGERY CENTER LTD SEE PART VII LUBBOCK TX 79410 752177401 HEALTHCARE SVCS TX NA N/A 0.00000 COVENANT LONG-TERM CARE LP SEE PART VII LUBBOCK TX 79410 205033419 HEALTHCARE SVCS TX NA N/A 0.00000 HERITAGE INVESTMENT GROUP SEE PART VII ORANGE CA 92868 271000061 INVESTMENT CA NA N/A 0.00000 MISSION AMBULATORY SURGICENTER SEE PART VII ORANGE CA 92868 264591502 HEALTHCARE SVCS CA NA N/A 1279062 2114843 false 0 false 0.43312 COMPREHENSIVE IMAGING PARTNERS SEE PART VII ORANGE CA 92868 454521884 HEALTHCARE SVCS CA NA N/A 0.00000 ST JOSEPH PHYSICIAN VENTURES SEE PART VII SANTA ROSA CA 95404 262299255 REAL ESTATE CA NA N/A 0.00000 NEWPORT IMAGING CENTER SEE PART VII NEWPORT BEACH CA 92658 611588294 HEALTHCARE SVCS CA NA N/A 0.00000 HOAG ORTHOPEDIC INSTITUTE SEE PART VII ORANGE CA 92868 954813223 HEALTHCARE CA NA N/A 0.00000 MAIN ST SPECIALTY SURGERY CNTR SEE PART VII NEWPORT BEACH CA 92660 330841806 HEALTHCARE SVCS CA NA N/A 0.00000 ORTHOPEDIC SURGERY CNTR OF OC SEE PART VII NEWPORT BEACH CA 92658 331127904 HEALTHCARE SVCS CA NA N/A 0.00000 ST JOSEPH PROF SVCS ENTERPRISES INC 3345 MICHELSON DR STE 100 IRVINE CA 92612 330155323 HEALTHCARE SVCS CA NA C CORP AMERICAN UNITY GROUP LTD 58 PAR-LA-VILLE ROAD HAMILTON HM HX BD 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 30495 284622 1.00000 true MISSION MEDICAL CENTER ASSOCIATION 27800 MEDICAL CENTER RD 354 MISSION VIEJO CA 92691 330201044 HEALTHCARE SVCS CA NA C CORP 0 0 1.00000 true ST JOSEPH YORBA PARK INACTIVE CA NA C CORP LUBBOCK METHODIST HOSP SVCS PO BOX 1201 LUBBOCK TX 79410 752118585 HEALTHCARE SVCS TX NA C CORP LUBBOCK METHODIST HOSP PRACTICE MGMT 2107 OXFORD STREET SUITE 300 LUBBOCK TX 79410 752578995 INACTIVE TX NA C CORP ST JOSEPH HEALTH SOURCE INC 3345 MICHELSON DR STE 100 IRVINE CA 92612 461900168 HEALTHCARE SVCS CA NA C CORP HOAG MANAGEMENT SERVICES INC 1 HOAG DR BOX 6100 NEWPORT BEACH CA 92658 330731587 HEALTHCARE SVCS CA NA C CORP COASTAL MANAGEMENT SERVICES ORG 1 HOAG DR BOX 6100 NEWPORT BEACH CA 92658 330676831 HEALTHCARE SVCS CA NA C CORP DATU HEALTH INC 16150 MAIN CIRCLE DR STE 250 CHESTERFIELD MO 63017 463070062 IT SVCS MO NA C CORP HOAG MEDICAL FOUNDATION 1 HOAG DR BOX 6100 NEWPORT BEACH CA 92663 453583707 HEALTHCARE SVCS CA NA C CORP false true true false false false false false false true false true false false false true true true false ST JUDE HOSPITAL YORBA LINDA B 8651868 ACCRUAL ST JOSEPH HEALTH SYSTEM FOUNDATION C 1708422 ACCRUAL ST JOSEPH HEALTH SYSTEM FOUNDATION B 5325200 ACCRUAL ST JUDE HOSPITAL YORBA LINDA B 103622593 ACCRUAL IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP SCHEDULE R, PART III 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 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, ST 100, ORANGE, CA 92868 ORTHOPEDIC SURGERY CENTER OF OC, LLC EIN: 33-0841806 ADDRESS: 22 CORPORATE PLAZA, NEWPORT BEACH, CA 92660