HOAG MEMORIAL HOSPITAL PRESBYTERIAN: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOAG MEMORIAL HOSPITAL PRESBYTERIAN (EIN 95-1643327)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-13
- IRS object ID
- 201422259349303192
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-13T18:37:23-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643327 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % Jennifer Mitzner | InCareOfName |
| Name Control | HOAG | NameControl |
| Phone | 9497644624 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hoag Drive box 6100 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Newport Beach | City |
| State | CA | State |
| ZIP Code | 926586100 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | andrew guarni | Name |
| Title | cfo | Title |
| Date Signed | 2014-08-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Robert Braithwaite | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOAG DRIVE | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 926586100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1443428949 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOAG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Our mission as a not-for-profit, faith-based hospital is to provide the highest quality health care services to the communities we serve. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5559 | TotalNbrEmployees |
| Total Nbr Volunteers | 1600 | TotalNbrVolunteers |
| Total Gross UBI | 4071844 | TotalGrossUBI |
| Contributions Grants Prior Year | 43891293 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 27150246 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 791587501 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 819803004 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15561345 | InvestmentIncomePriorYear |
| Investment Income Current Year | 29170024 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 20224648 | OtherRevenuePriorYear |
| Other Revenue Current Year | 36594478 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 871264787 | TotalRevenuePriorYear |
| Total Revenue Current Year | 912717752 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5695206 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7373264 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 356147500 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 375338238 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 429717266 | OtherExpensePriorYear |
| Other Expenses Current Year | 441947125 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 791559972 | TotalExpensesPriorYear |
| Total Expenses Current Year | 824658627 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 79704815 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 88059125 | RevenuesLessExpensesCY |
| Total Assets BOY | 2270288695 | TotalAssetsBOY |
| Total Assets EOY | 2392484752 | TotalAssetsEOY |
| Total Liabilities BOY | 824008683 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 749125003 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1446280012 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1643359749 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Our mission as a not-for-profit, faith-based hospital is to provide the highest quality health care services to the communities we serve. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 517929623 | Expense |
| Grants | 7373264 | Grants |
| Revenue | 850638703 | Revenue |
| Description | Executive Summary The Community Health department at Hoag Memorial Hospital Presbyterian was established in 1995. Since its beginning the program has focused on two principal strategies: - Provide necessary healthcare-related services which are unduplicated in the community. - Provide financial support to existing community based not-for-profit organizations which already provide effective healthcare and related social services to meet community health needs. The Department of Community Health, led by its Director, Gwyn Parry, MD, is responsible for the coordination of Hoag's Community Benefit reporting, and provides free programs to assist the underserved in the community. These include Mental Health Services, Community Case Management and Health Ministries Coordination. In addition to these services, many other Hoag departments provide community health services including education and support groups which are free to the community. Hoag also has substantial relationships with local colleges and universities to invest in the education of various health professions. Community Benefit grants support Hoag Health Associates- organizations that provide a broad range of services, including the following: - Free medical and dental care - Adult day care and education for persons who suffer from Alzheimer's disease or mild dementia, with support and education for their caregivers and families - Transportation services for local senior centers Introduction The Hoag Memorial Hospital Presbyterian Community Benefit Program was formalized in 1995 and has grown significantly since that time. We have served over eighty not-for-profit community organizations in a variety of health and social service categories. We continue to emphasize the development of sustained collaborative relationships and the provision of unduplicated services to disadvantaged residents in our community as core elements of the program. Hoag's nonprofit regional healthcare delivery network consists of two acute-care hospitals, five urgent care centers and seven health centers, and has delivered a level of personalized care that is unsurpassed among Orange County's healthcare providers. Renowned for its excellence, specialized health care services and exceptional physicians and staff, Hoag is admired as one of California's leading hospitals. It is one of the county's largest employers with approximately 5,000 employees and 1,600 volunteers. Hoag's network of more than 1,500 physicians represents 52 different specialties. Hoag Hospital Newport Beach, which has served Orange County since 1952, and Hoag Hospital Irvine, which opened in 2010, are designated Magnet hospitals by the American Nurses Credentialing Center (ANCC) and are fully accredited by DNV. In 2013, Hoag entered into an affiliation with St. Joseph Health to further expand health care services in the Orange County Community. Hoag offers a variety of health care services to treat virtually any routine or complex medical condition. Through its medical staff, state-of-the-art equipment and modern facilities, Hoag provides a full spectrum of health care services including five institutes that provide specialized services in the following areas: cancer, heart and vascular, neurosciences, women's health, and orthopedics through Hoag's affiliate, Hoag Orthopedic Institute. To further Hoag's commitment to provide comprehensive care to the communities we serve, Hoag Medical Group was established in 2012 with the core values of excellence, innovation, and compassion. The physician group comprises specialties and sub-specialties in internal medicine, family medicine, pediatrics, geriatrics, sports medicine, vascular medicine, genetics, diabetes, HIV and addiction medicine. Hoag has been named one of the Best Regional Hospitals in the U.S. News & World Report Metro Edition. The organization was ranked nationally for Orthopedics and placed high-ranking in Cancer, Geriatrics, Nephrology, Pulmonary, Gastroenterology, Gynecology, Neurology & Neurosurgery, and Urology. National Research Corporation has endorsed Hoag as Orange County's most preferred hospital for the past 18 consecutive years, and for an unprecedented 18 years, residents of Orange County have chosen Hoag as the county's best hospital in a newspaper survey by the Orange County Register. History Hoag opened in 1952 as a community partnership between the Association of Presbyterian Members and the George Hoag Family Foundation, a private charitable foundation. The George Hoag Family Foundation and the Association of Presbyterian Members represent the two founding organizations of the hospital and continue to provide leadership as corporate members of the Hoag Corporation. These members annually elect the Board of Directors, which consists of 18 members with representatives from the Hoag community and medical staff. The hospitals' Chief Executive Officer is also seated on the board as a voting member. An annual meeting at the end of the fiscal year provides the corporate members the opportunity for the election/re-election of directors for the ensuing year. Since its founding the hospital has welded a strong commitment to the community that it serves, including the provision of services for those who constitute a more vulnerable, at-risk population. Such care, for both inpatients and outpatients, is often only partially compensated. With excellence of management and the diligent stewardship of funds, Hoag has been able to sustain its financial strength. As a result, Hoag has been able to maintain a continuing commitment to quality of care while developing and expanding community programs and partnerships. Most of the funds expended upon Hoag's Community Benefit Program are from operating income. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 0 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 517929623 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 747 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5559 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jennifer Mitzner | NamePerson |
| Telephone Number | 9497644411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOAG DRIVE BOX 6100 | AddressLine1 |
| City | Newport Beach | City |
| State | CA | State |
| ZIP Code | 926586100 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Gary S McKitterick | ||||||||||
| Chair | 3.0 | 1.0 | X | X | 0 | 0 | 0 | |||
| Robert W Evans | ||||||||||
| VICE CHAIR | 3.0 | 0.0 | X | X | 0 | 0 | 0 | |||
| John L Benner | ||||||||||
| Secretary | 3.0 | 0.0 | X | X | 0 | 0 | 0 | |||
| Dennis J Gilmore | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Dick P Allen | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Raymond Ricci MD | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Weston G Chandler MD | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Jake Easton III | ||||||||||
| Board Member | 3.0 | 0.0 | X | 17460 | 0 | 0 | ||||
| Max W Hampton | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Jeffrey H Margolis | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Michael D Stephens | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Karen Linden | ||||||||||
| CHAIR ELECT | 3.0 | 0.0 | X | X | 0 | 0 | 0 | |||
| Virginia Ueberroth | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Yulun Wang PhD | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Leslie A Margolin | ||||||||||
| Board Member | 3.0 | 0.0 | X | 10039 | 0 | 0 | ||||
| Cindy Stokke | ||||||||||
| Board Member | 3.0 | 2.0 | X | 0 | 0 | 0 | ||||
| George H Wood | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Douglas Zusman MD | ||||||||||
| Board Member | 3.0 | 0.0 | X | 0 | 0 | 0 | ||||
| Richard Afable end 022813 | ||||||||||
| Pres/CEO & Board Member | 50.0 | 9.0 | X | X | 978250 | 0 | 228392 | |||
| richard A norling | ||||||||||
| board member (END 03/01/13) | 3.0 | 0.0 | X | |||||||
| stephen jones | ||||||||||
| board member (END 03/01/13) | 3.0 | 0.0 | X | |||||||
| Robert Braithwaite | ||||||||||
| President/CEO | 50.0 | 3.0 | X | 937145 | 0 | 54965 | ||||
| Jennifer Mitzner | ||||||||||
| SVP Corporate Services & CFO | 50.0 | 3.0 | X | 1071872 | 0 | 54835 | ||||
| Jack Cox MD | ||||||||||
| SVP & Chief Quality Officer | 50.0 | 0.0 | 686465 | 0 | 147457 | X | ||||
| Richard Martin | ||||||||||
| SVP & Chief Nursing Officer | 50.0 | 0.0 | 735138 | 0 | 44618 | X | ||||
| Sanford Smith | ||||||||||
| SVP Real Estate & Facilities | 50.0 | 0.0 | 602641 | 0 | 80468 | X | ||||
| Timothy C L Moore | ||||||||||
| SVP & Chief Info OfficeR | 50.0 | 0.0 | 723907 | 0 | 39785 | X | ||||
| Cynthia Perazzo | ||||||||||
| SVP Strat. & Business Devel. | 50.0 | 0.0 | 673958 | 0 | 40812 | X | ||||
| Flynn Andrizzi | ||||||||||
| SVP | 3.0 | 51.0 | 512441 | 0 | 49985 | X | ||||
| Jan Blue | ||||||||||
| SVP Human Resources | 50.0 | 0.0 | 569225 | 0 | 28303 | X | ||||
| Robert Dillman MD | ||||||||||
| Executive Medical Director | 50.0 | 0.0 | 433462 | 0 | 34742 | X | ||||
| Michael Brant-Zawadzki MD | ||||||||||
| Executive Medical Director COE | 50.0 | 0.0 | 484148 | 0 | 28335 | X | ||||
| Terri Cammarano | ||||||||||
| VP Legal | 50.0 | 0.0 | 568467 | 0 | 32120 | X | ||||
| James Rice | ||||||||||
| VP Facilities & Operations | 50.0 | 0.0 | 382949 | 0 | 19435 | X | ||||
| Stephen Mayfield | ||||||||||
| VP Performance Improvement | 50.0 | 0.0 | 345026 | 0 | 43074 | X | ||||
| Kris Iyer MD | ||||||||||
| FORMER BOARD MEMBER | 50.0 | 0.0 | 329690 | 0 | 15782 | X | ||||
| ALLYSON M BROOKS | ||||||||||
| FORMER BOARD MEMBER | 0.0 | 0.0 | 276607 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10338890 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 943108 | TotalOtherCompensation |
| Number Individuals GT100 K | 616 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Pacific Hospitalist ASSOCIATES | |||||
| 510 Superior Avenue Suite 290 | Newport Beach | CA | 92663 | Medical | 6146006 |
| ALLSCRIPTS | |||||
| 8529 SIX FORKS ROAD | RALEIGH | NC | 27615 | SOFTWARE SYSTEMS | 2634090 |
| HOWE BONNEY ASSOCIATES LLC | |||||
| 1411 W 190TH STREET SUITE 355 | GARDENA | CA | 90248 | project mgmt | 1628267 |
| TAYLOR AND ASSOCIATES | |||||
| 2220 UNIVERSITY DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | ARCHITECTURE | 3070595 |
| NEWPORT CRITICAL CARE | |||||
| 17 EMERALD TRACE | ALISO VIEJO | CA | 92656 | MEDICAL | 2963254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 109 | NumberOfContractorsGT100K |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 13776518 | RelatedOrganizations |
| Government Grants | 13191644 | GovernmentGrants |
| All Other Contributions | 182084 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 27150246 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| PATIENT SERVICES | 622110 | 689496183 | 689496183 | 0 | $0 |
| HMO Capitated Payment | 622110 | 98103874 | 98103874 | 0 | $0 |
| MOB Rental Income | 531190 | 20191573 | 20191573 | 0 | $0 |
| Cafeteria Sales | 722514 | 3956474 | 3956474 | 0 | $0 |
| Refunds & Rebates | 532299 | 3031265 | 3031265 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5023635 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5023635 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 819803004 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17843629 | TotalRevenueColumn |
| Exclusion | $17,843,629 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218 | TotalRevenueColumn |
| Exclusion | $218 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54418 | TotalRevenueColumn |
| Exclusion | $54,418 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 541768123 | Securities |
| Other | 269251 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 530023671 | Securities |
| Other | 687526 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11744452 | Securities |
| Other | -418275 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11326177 | TotalRevenueColumn |
| Exclusion | $11,326,177 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| INCOME FROM PARTNERSHIPS | 525990 | 12606846 | 12156430 | 450416 | $0 |
| MISC-HOI SERVICES | 561000 | 9572753 | 6563739 | 3009014 | $0 |
| CHILD CARE PROGRAM | 624410 | 1632517 | 0 | 0 | $1,632,517 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12727944 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12115530 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 612414 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 36540060 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 912717752 | TotalRevenueColumn |
| Related Or Exempt Function Income | 850638703 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4071844 | UnrelatedBusinessRevenue |
| Exclusion | $30,856,959 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7351962 | Total |
| Program Services | 7351962 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21302 | Total |
| Program Services | 21302 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10505574 | Total |
| Program Services | 671116 | ProgramServices |
| Management And General | 9834458 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 734117 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 734117 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285662204 | Total |
| Program Services | 199137044 | ProgramServices |
| Management And General | 86525160 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14560374 | Total |
| Program Services | 3338897 | ProgramServices |
| Management And General | 11221477 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42927714 | Total |
| Program Services | 21685224 | ProgramServices |
| Management And General | 21242490 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20948255 | Total |
| Program Services | 14398841 | ProgramServices |
| Management And General | 6549414 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3184927 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 3184927 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 668367 | Total |
| Program Services | 2225 | ProgramServices |
| Management And General | 666142 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33680 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 33680 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4153709 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 4153709 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112647355 | Total |
| Program Services | 70966281 | ProgramServices |
| Management And General | 41681074 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1187175 | Total |
| Program Services | 18832 | ProgramServices |
| Management And General | 1168343 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12038978 | Total |
| Program Services | 1821277 | ProgramServices |
| Management And General | 10217701 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8960512 | Total |
| Program Services | 111503 | ProgramServices |
| Management And General | 8849009 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40693274 | Total |
| Program Services | 16173810 | ProgramServices |
| Management And General | 24519464 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223240 | Total |
| Program Services | 75100 | ProgramServices |
| Management And General | 148140 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707596 | Total |
| Program Services | 143443 | ProgramServices |
| Management And General | 564153 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19411770 | Total |
| Program Services | 19217652 | ProgramServices |
| Management And General | 194118 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78304947 | Total |
| Program Services | 24440991 | ProgramServices |
| Management And General | 53863956 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2378101 | Total |
| Program Services | 1238078 | ProgramServices |
| Management And General | 1140023 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Medical Supplies | 107411069 | 106440540 | 970529 | 0 |
| QA CA Hospital Fee | 25248867 | 25248867 | 0 | 0 |
| ALL OTHER EXPENSES | 24693558 | 5426638 | 19266920 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 824658627 | Total |
| Program Services | 517929623 | ProgramServices |
| Management And General | 306729004 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119594584 | BOY |
| EOY | 93536365 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63585347 | BOY |
| EOY | 133926782 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75951414 | BOY |
| EOY | 76040407 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500000 | BOY |
| EOY | 1500000 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2704536 | BOY |
| EOY | 337854 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6408505 | BOY |
| EOY | 6110396 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10940354 | BOY |
| EOY | 22745236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1486169238 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 615284201 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 891989376 | BOY |
| EOY | 870885037 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 646542056 | BOY |
| EOY | 1064476173 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343872874 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49947698 | BOY |
| EOY | 54944295 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56251951 | BOY |
| EOY | 67982207 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2270288695 | BOY |
| EOY | 2392484752 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153334453 | BOY |
| EOY | 137439045 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 7839880 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 564052132 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106622098 | BOY |
| EOY | 603846078 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 824008683 | BOY |
| EOY | 749125003 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1446280012 | BOY |
| EOY | 1643207104 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 152645 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1446280012 | BOY |
| EOY | 1643359749 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2270288695 | BOY |
| EOY | 2392484752 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 88059125 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 75223053 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 33797559 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Media Advertisements | $0 | MediaAdvertisementsAmount |
| Mailings Members | false | MailingsMembers |
| Mailings Members | $0 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | false | DirectContactLegislators |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmount |
| Other Activities | true | OtherActivities |
| Other Activities | $33,680 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 33680 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying efforts | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1I | ReturnReference |
| Explanation | Hoag Memorial Hospital Presbyterian (HMHP) pays dues to the Hospital Association of Southern California. A portion of the dues paid by HMHP are spent on lobbying efforts by the Hospital Association. In FY 2013, $33,680 was spent on lobbying. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 77330825 | OtherCostOrOtherBasis |
| Book Value | 77330825 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 849184879 | OtherCostOrOtherBasis |
| Depreciation | 280907417 | Depreciation |
| Book Value | 568277462 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 103555814 | OtherCostOrOtherBasis |
| Depreciation | 27881897 | Depreciation |
| Book Value | 75673917 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 443187467 | OtherCostOrOtherBasis |
| Depreciation | 306494887 | Depreciation |
| Book Value | 136692580 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12910253 | OtherCostOrOtherBasis |
| Book Value | 12910253 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 870885037 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX-EXEMPT BOND LIABILITIES | $540,711,816 |
| Medical Cost Reports | $210,495 |
| Lease Incentive Obligation-Irvine | $13,096,818 |
| ARO Liability | $1,804,181 |
| Accrued Income Guarantees | $8,804,174 |
| Accrued Malpractice Liability | $10,922,000 |
| Accrued Capitation Liability | $25,828,092 |
| DUE TO ST JOSEPH HEALTH SYSTEM | $2,468,502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 603846078 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) | Identifier |
| Return Reference | SCHEDULE d, PART X, LINE 2 | ReturnReference |
| Explanation | The following footnote comes from the consolidated St. Joseph Health System audited financial statements for the year ending 6/30/13: 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 STATMENTS. 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 OR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2013 OR 2012. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Central America and the Caribbean | Investments | 181465106 |
| East Asia and the Pacific | Investments | 1654591 |
| Europe (Including Iceland and Greenland) | Investments | 24160845 |
| North America | Investments | 3434349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 210714891 | SubtotalAmountSpent |
| Total Amount Spent | 210714891 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | ReturnReference |
| Explanation | THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED SEPTEMBER 30, 2013. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | false | ExpensesExceededBudget |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7730839 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 7730839 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00900 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 55201337 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 41106487 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 14094850 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01710 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 20804000 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6486000 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 14318000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01740 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 83736176 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 47592487 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 36143689 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04350 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7404008 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 7404008 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00900 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 382530 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 382530 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1207240 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1207240 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00150 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2027738 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 2027738 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00250 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 11021516 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 11021516 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01350 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 94757692 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 47592487 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 47165205 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05450 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 35103 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 35103 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 10224 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 10224 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 7414 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 7414 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 52741 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 52741 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $22,754,084 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 135051705 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 201379837 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -66328132 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | false | WrittenDebtCollectionPolicy |
Form990 Schedule H Part IV Form990ScheduleHPartIV (6 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|
| HOAG OTHRO INST | ||
| SPECIALTY HOSPITAL | 0.51000 | 0.49000 |
| MAIN ST SPEC SURGERY | ||
| OUTPATIENT SURGERY CTR | 0.42360 | 0.14660 |
| hoag outpatient ctr | ||
| endoscopy center | 0.45250 | 0.49750 |
| nwpt bch radiosrgry | ||
| surgery center | 0.50000 | 0.50000 |
| nwpt surgical prtns | ||
| surgery center | 0.15000 | 0.60000 |
| nwpt bch endoscopy | ||
| endoscopy center | 0.05000 | 0.55500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Critical Access HospitalCriticalAccessHospital | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|---|
| HOAG MEMORIAL HOSPITAL PRESBYTERIAN | |||||||||
| 1 | ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 926586100 | X | X | X | X | |
| HOAG ORTHOPEDIC INSTITUTE | |||||||||
| 2 | 1250 SAND CANYON | IRVINE | CA | 92614 | X | ORTHOPEDIC HOSPITAL | |||
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber | CHNA ConductedCHNAConducted | Community DefinitionCommunityDefinition | Community DemographicsCommunityDemographics | Existing ResourcesExistingResources | How Data ObtainedHowDataObtained | Community Health NeedsCommunityHealthNeeds | Other Health IssuesOtherHealthIssues | Identifying ProcessIdentifyingProcess | Consulting ProcessConsultingProcess | Information GapsInformationGaps | Needs Assessment ConductedNeedsAssessmentConducted | Take Into AccountTakeIntoAccount | Other FacilitiesOtherFacilities | CHNA Widely AvailableCHNAWidelyAvailable | Own WebsiteOwnWebsite | On RequestOnRequest | Other MethodOtherMethod | Adopt Implement StrategyAdoptImplementStrategy | Execute Implement StrategyExecuteImplementStrategy | Develop Community PlanDevelopCommunityPlan | Participate Community PlanParticipateCommunityPlan | Include Operational PlansIncludeOperationalPlans | Adopt BudgetAdoptBudget | Prioritize Health NeedsPrioritizeHealthNeeds | Prioritize ServicesPrioritizeServices | All Needs AddressedAllNeedsAddressed | Organization Incur Excise TaxOrganizationIncurExciseTax | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Asset LevelAssetLevel | Medical IndigencyMedicalIndigency | Medicaid MedicareMedicaidMedicare | State RegulationStateRegulation | Other FactorsOtherFactors | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Posted On WebsitePostedOnWebsite | Available On RequestAvailableOnRequest | Other PublicityOtherPublicity | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Notified All PatientsNotifiedAllPatients | Documented DeterminationDocumentedDetermination | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Medicare RateMedicareRate | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges | No Emergency CareNoEmergencyCare |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOAG MEMORIAL HOSPITAL PRESBYTERIAN | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | true | X | X | X | X | X | X | X | X | X | 12 | true | false | true | X | X | X | X | X | X | X | X | X | X | X | false | false | true | true | 200. | true | 400. | true | X | X | X | X | X | X | true | true | X | X | X | true | false | X | X | true | X | false | false | |
| HOAG ORTHOPEDIC INSTITUTE | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | false | true | true | 200. | true | 400. | true | X | X | X | X | X | X | true | true | X | X | X | true | false | X | X | false | X | false | false | X | ||||||||||||||||||||||||||
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 11 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (11 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| hoag op imaging center | ||||
| 510 superior avenue | newport beach | CA | 92663 | imaging center |
| hoag health center - huntington beach | ||||
| 19582 beach boulevard | huntington beach | CA | 92648 | health center |
| hoag newport surgicare | ||||
| 1441 avocado suite 100 | newport beach | CA | 92663 | outpatient surgery center |
| hoag diabetesptrehab center | ||||
| 520 superior avenue | newport beach | CA | 92663 | outpatient diabetes education center |
| irvine imaging center | ||||
| 4870 barranca parkway | irvine | CA | 92614 | imaging center |
| hoag health center - aliso viejo | ||||
| 26671 aliso creek road | aliso viejo | CA | 92656 | health center |
| health care center - costa mesa | ||||
| 1190 baker | costa mesa | CA | 92626 | health center |
| hic woodbury | ||||
| 6352 irvine boulevard | irvine | CA | 62614 | health center |
| newport imaging center | ||||
| 360 san miguel | newport beach | CA | 92660 | imaging center |
| main st specialty surgery center | ||||
| 280 main st 100 | orange | CA | 92868 | outpatient surgery center |
| orthopedic surgery center of orange co | ||||
| 22 corporate plaza dr suite 150 | newport beach | CA | 92660 | outpatient orthopedic surgery center |
Form990 Schedule H Part VI Form990ScheduleHPartVI (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE H, PART VI, LINE 1 | THE ORGANIZATION'S REQUIRED SCHEDULE H SPECIFIC LINE ITEM DESCRIPTIONS ARE AS FOLLOWS: Part I, Line 6a Hoag Hospital completed the FY2013 Community Benefit report and submitted it to OSHPD in February 2013. The report is available to the public through the Hoag Hospital website http://www.hoag.org/Why-HOAG/Pages/Community-Benefit/Reports.aspx PART I, LINE 7a-i COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $644,163,000 AND $2,088,657,000, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OF APPROXIMATELY 32% WHICH WAS USED TO CALCULATE CHARITY CARE AT COST (GROSS PATIENT CHARGES WRITTEN OFF ON THE P&L TIMES COST-TO-CHARGE RATIO). THE COST ACCOUNTING SYSTEM ADDRESSES INPATIENT, OUTPATIENT AND VARIOUS PAYOR TYPES. FOR THE SECTIONS OF LINE 7 AS APPLICABLE, WORKSHEET 2 WAS NOT USED WHILE THE COST TO CHARGE RATIO WAS USED. PART II - COMMUNITY BUILDING ACTIVITIES The primary purpose of Hoag's Community Building activities is to improve local health in Orange County through a collaborative process with other non-profit organizations and health care delivery systems in providing funding opportunities for health related community initiatives. Hoag participates in a variety of community building such as supporting the Health Funders Partnership of Orange County ($10,224). The goal of the Partnership is to improve local health by enhancing the impact and efficiency of health philanthropy and health service delivery in Orange County. The Partnership addresses this goal by identifying strategic issues for collaborative funding and the potential to leverage community resources. Hoag also assists with community disaster preparedness planning ($35,104). In addition, Hoag partnered with Project SEARCH, a one year, high school transition program which provides skills training and work experience for young adults with disabilities ages 18 to 21. fORM 990, SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE The following footnote comes from the consolidated St. Joseph Health System audited financial statements for the year ending 6/30/13: PAGE 11 OF THE 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. Form 990, Schedule H, Part III, Line 8 MEDICARE COSTING METHODOLOGY Medicare allowable costs were calculated using a cost to charge ratio. The organization does not treat the shortfall from Medicare as a community benefit. FORM 990, SCHEDULE H, PART V, LINE 1 HOAG ORTHOPEDIC INSTITUTE HOAG ORTHOPEDIC INSTITUTE IS ON A CALENDAR TAX YEAR AND THEREFORE 2013 IS THE FIRST YEAR THAT THEY ARE REQUIRED TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). | |
| FORM 990, SCHEDULE H, PART V, LINE 3 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN As part of this Community Health Needs Assessment, two focus groups were held on June 13, 2013. Participants included: physicians, a public health representative, other health professionals, social service providers, business leaders and other community leaders. Hoag recruited the participants for the focus groups. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Final participation included representatives of 20 local organizations. Through this process, input was gathered from a representative of public health, as well as several individuals whose organizations work with low-income, minority (including Hispanic, Asian Americans, and undocumented residents), refugees from Africa and the Middle East, and other medically underserved populations (specifically, children and college age adolescents, elderly, disabled, the uninsured/underinsured, and Medi-Cal recipients). | INPUT FROM COMMUNITY REPRESENTATIVES |
| FORM 990, SCHEDULE H, PART V, LINE 5C | HOAG MEMORIAL HOSPITAL PRESBYTERIAN This Community Health Needs Assessment is also available to the public using the following URL: http://hoag.healthforecast.net. HealthForecast.net is an interactive, dynamic tool designed to share CHNA data with community partners and the public at large. This site: * INFORMS READERS THAT THE CHNA REPORT IS AVAILABLE AND PROVIDES instructions for downloading it; * OFFERS THE CHNA REPORT DOCUMENT IN A FORMAT THAT, WHEN ACCESSED, downloaded, viewed, and printed in hard copy, exactly reproduces the image of the report; * GRANTS ACCESS TO DOWNLOAD, VIEW, AND PRINT THE DOCUMENT WITHOUT special computer hardware or software required for that format (other than software that is readily available to members of the public without payment of any fee) and without payment of a fee to the hospital organization or facility or to another entity maintaining the website. The 2013 CHNA and Implementation Strategy is posted on the Hoag website: http://www.hoag.org/Why-HOAG/Pages/Community-Benefit/Reports.aspx | AVAILABILITY OF CHNA REPORT |
| FORM 990, SCHEDULE H, PART V, LINE 7 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN In acknowledging the wide range of priority health issues that emerged from the CHNA process, Hoag determined that it could only effectively focus on those which it deemed most pressing, most under-addressed, and most within its ability to influence. Priority Health Issues Not Chosen for Action: * SUBSTANCE ABUSE: SUBSTANCE ABUSE TREATMENT FOR THE VULNERABLE population is currently being addressed on a limited scale by the Chemical Dependency Program at Hoag. Hoag will look for opportunities to collaborate with local community organizations that have the infrastructure and resources to better meet this need. Substance abuse prevention will be addressed through community education and outreach opportunities. * TOBACCO USE: HOAG OFFERS AN EIGHT SESSION SMOKING CESSATION PROGRAM that is free and open to the community. Other community organizations have the infrastructure and programs in place to better meet this need. Limited resources and lower priority excluded this as an area chosen for action. The 2013 CHNA and Implementation Strategy is posted on the Hoag website: http://www.hoag.org/Why-HOAG/Pages/Community-Benefit/Reports.aspx | NEEDS NOT ADDRESSED |
| FORM 990, SCHEDULE H, PART V, SECTION B, LINE 12H | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HOAG'S POLICY ALSO PROVIDES FOR DISCRETIONARY DETERMINATION OF CHARITY CARE TAKING INTO CONSIDERATION INDIVIDUAL FACTS AND CIRCUMSTANCES. HOAG ORTHOPEDIC INSTITUTE HOAG ORTHOPEDIC INSTITUTE PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HOAG ORTHOPEDIC INSTITUTE'S POLICY ALSO PROVIDES FOR DISCRETIONARY DETERMINATION OF CHARITY CARE TAKING INTO CONSIDERATION INDIVIDUAL FACTS AND CIRCUMSTANCES. FORM 990, SCHEDULE H, SECTION B, LINE 14g HOAG MEMORIAL HOSPITAL PRESBYTERIAN and hoag orthopedic institute The Policy is communicated via our website and is communicated via our Financial Counselors at each location. Further, it is communicated in our self pay customer service area along with any external collection vendors as well. Any written letters also offer the assistance program and to contact customer service for an application. | Other basis for calculating amount charged to patient |
| FORM 990, SCHEDULE H, PART VI, LINE 2 | In the Spring of 2013, Hoag embarked on a comprehensive Community Health Needs Assessment (CHNA) process to identify and address the key health issues of our community. This assessment was conducted by Professional Research Consultants, Inc. (PRC). PRC is a nationally-recognized healthcare consulting firm with extensive experience conducting Community Health Needs Assessments in communities across the United States since 1994. To access the 2013 CHNA report in its entirety, please visit: http://www.hoag.org/Why-HOAG/Pages/Community-Benefit/Reports.aspx The Community Health Needs Assessment (CHNA) is a systematic, data-driven approach to determining the health status, behaviors and needs of residents in the service area of Hoag. Subsequently, this information may be used to inform decisions and guide efforts to improve community health and wellness. A CHNA provides information so that communities may identify issues of greatest concern and decide to commit resources to those areas, thereby making the greatest possible impact on community health status. This CHNA will serve as a tool toward reaching three basic goals: - To improve residents' health status, increase their life spans, and elevate their overall quality of life. A healthy community is not only one where its residents suffer little from physical and mental illness, but also one where its residents enjoy a high quality of life. - To reduce the health disparities among residents. By gathering demographic information along with health status and behavior data, it will be possible to identify population segments that are most at-risk for various diseases and injuries. Intervention plans aimed at targeting these individuals may then be developed to combat some of the socio-economic factors which have historically had a negative impact on residents' health. - To increase accessibility to preventive services for all community residents. More accessible preventive services will prove beneficial in accomplishing the first goal (improving health status, increasing life spans, and elevating the quality of life), as well as lowering the costs associated with caring for late-stage diseases resulting from a lack of preventive care. This assessment incorporates data from both quantitative and qualitative sources. Quantitative data input includes primary research (the PRC Community Health Survey) and secondary research (vital statistics and other existing health-related data); these quantitative components allow for trending and comparison to benchmark data at the state and national levels. Qualitative data input includes primary research gathered through two Key Informant Focus Groups. The survey instrument used for this study is based largely on the Centers for Disease Control and Prevention (CDC) Behavioral Risk Factor Surveillance System (BRFSS), as well as various other public health surveys and customized questions addressing gaps in indicator data relative to health promotion and disease prevention objectives and other recognized health issues. The final survey instrument was developed by Hoag and PRC. A precise and carefully executed methodology is critical in asserting the validity of the results gathered in the PRC Community Health Survey. Thus, to ensure the best representation of the population surveyed, a telephone interview methodology - one that incorporates both landline and cell phone interviews - was employed. The primary advantages of telephone interviewing are timeliness, efficiency and random selection capabilities. The sample design used for this effort consisted of a random sample of 751 individuals age 18 and older in Hoag's Service Area. All administration of the surveys, data collection and data analysis was conducted by Professional Research Consultants, Inc. (PRC). The sample design and the quality control procedures used in the data collection ensure that the sample is representative. Thus, the findings may be generalized to the total population of community members in the defined area with a high degree of confidence. A variety of existing (secondary) data sources was consulted to complement the research quality of this Community Health Needs Assessment. Data for the service area were obtained from the following sources - California Department of Public Health - Centers for Disease Control & Prevention - National Center for Health Statistics - State of California Department of Justice - US Census Bureau - US Department of Health and Human Services - US Department of Justice, Federal Bureau of Investigation As part of this Community Health Needs Assessment, two focus groups were held on June 13, 2013. Participants included: physicians, a public health representative, other health professionals, social service providers, business leaders and other community leaders. Hoag recruited the participants for the focus groups. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Final participation included representatives of 20 local organizations. Through this process, input was gathered from a representative of public health, as well as several individuals whose organizations work with low-income, minority (including Hispanic, Asian Americans, and undocumented residents), refugees from Africa and the Middle East, and other medically underserved populations (specifically, children and college-age adolescents, elderly, disabled, the uninsured/underinsured, and MediCal recipients). | NEEDS ASSESSMENT |
| FORM 990, SCHEDULE H, PART VI, LINE 3 | IN ADDITION TO THE VISUAL NOTICES OF ASSISTANCE AVAILABLE, SELF PAY PATIENTS MEET WITH THE FINANCIAL COUNSELOR TO EVALUATE THEIR STATUS. FOR ALL OTHER PATIENTS, THEY WOULD BE EDUCATED AT TIME OF NEED OR UPON PATIENT'S INQUIRY ABOUT THEIR BALANCE. | Patient education of eligibility for assistance |
| FORM 990, SCHEDULE H, PART VI, LINE 4 | Hoag's community, as defined for the purpose of the Community Health Needs Assessment, included each of the 56 residential ZIP Codes comprising the hospital's service area. This community definition was determined because a majority of Hoag's patients originate from this area. Please refer to Hoag 2013 Community Benefit report at http://www.hoag.org/Why-HOAG/Pages/Community-Benefit/Reports.aspx for more detailed information on Hoag's community. The population of the hospital's service area is estimated at 1,874,329 people. The age distribution of our population is similar to that of that nation as a whole, but our area is racially and ethnically much more diverse, with non-Hispanic White residents comprising only a narrow majority of residents. Please refer to Hoag 2013 Community Benefit report at http://www.hoag.org/Why-HOAG/Pages/Community-Benefit/Reports.aspx for more details on this information. Other Hospitals in the area include, but are not limited to: - Ahmc Anaheim Regional Medical Center - Anaheim - Anaheim General Hospital (Anaheim, Buena Park) - Chapman Medical Center - Orange - Children's Hospital At Mission - Mission Viejo - Children's Hospital of Orange County - Orange - Fountain Valley Rgnl Hosp and Med Ctr -Fountain Valley - Garden Grove Hospital and Medical Center - Garden Grove - Huntington Beach Hospital - Huntington Beach - Kaiser Permanente (Irvine, Anaheim) - Kindred Hospital (Santa Ana, Westminster) - La Palma intercommunity Hospital - La Palma - Mission Hospital Laguna Beach - Laguna Beach - Mission Hospital Regional Medical Center - Mission Viejo - Orange Coast Memorial Medical Center - Fountain Valley - Saddleback Memorial Medical Center (Laguna Hills/San Clemente) - St. Joseph Hospital - Orange - Orange - St. Jude Medical Center - Fullerton - University of California Irvine Medical Center - Orange - Western Medical Center - Santa Ana FORM 990, SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH - Community Benefit staff continuously assess the health needs of the community by serving on Board of Directors and committees of non profit organizations which allows them to be actively engaged with the community and provide support and strategic direction. - Hoag continues to collaborate with the Department of Education in support of a full-time School-Based County physician to serve the public school system in Orange County. Hoag provides the majority funding for this position. - Hoag Hospital has a relationship with local colleges and universities to invest in the education of various health professions especially with the growing need of bilingual and bicultural health professionals in Orange County. - Hoag Hospital and Share Our Selves (SOS) Clinic have nurtured a unique partnership since 1984 to provide health care to the low income, uninsured, and underinsured individuals residing in the community. The SOS and Hoag collaboration includes more than 150 volunteer healthcare specialists available to provide care to SOS patients by providing diagnostic tests, procedures, hospitalizations and ER visits for SOS patients. In addition, SOS is acquiring a pediatric clinic from the Children's Hospital of Orange County (CHOC). Hoag will be building a physical site for this clinic which will serve primarily low income families from the Costa Mesa and Newport Beach communities. - Hoag Hospital also maintains a unique relationship with the Alzheimer's Family Resource Center (AFSC) which is committed to the mission of improving the quality of life for families challenged by Alzheimer's disease or another dementia through services tailored to meet individual needs. Hoag Hospital owns the AFSC facility and provides it at no charge, including maintenance services as specified in the lease, to the agency. Additionally, the hospital provides annual operating and transportation grants, and in-kind services such as consultation in nursing and compliance-related issues to the center. - HOAG'S MENTAL HEALTH CENTER (MHC) PROVIDES BILINGUAL BICULTURAL SERVICES ON A SLIDING SCALE TO PEOPLE WHO OTHERWISE COULD NOT OBTAIN MENTAL HEALTH SERVICES. During FY 2013, the MHC PROVIDED SERVICES TO 817 CLIENTS IN THE FORM OF PSYCHOTHERAPY, RESOURCE BROKERING, AND/OR CASE MANAGEMENT. - Through the Hoag Health Ministries Program, the Faith Community Nurse's (FCN's) administered 6,540 flu vaccine doses to faith members and other community members. - In collaboration with Hoag's Neurosciences Institute and the Alzheimer's Family Services Center, Hoag Community Benefit sponsored the 2013 Spirituality Conference - Keeping the Care in Caregiving. The conference was attended by 150 community clergy, health care professionals and caregivers. - HOAG HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY THOUGH A CREDENTIALING PROCESS. MEMBERSHIP AND PRIVILEGES ARE GRANTED TO QUALIFIED MD'S, DO'S, AND OTHER ALLIED HEALTH PROFESSIONALS BY THE MEDICAL STAFF AND HOAG HOSPITAL BOARD OF DIRECTORS. - AS A NOT-FOR-PROFIT INSTITUTION, GOVERNANCE IS PROVIDED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF 18 VOTING MEMBERS. A MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA AND ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS. - THE BOARD OF DIRECTORS ALLOCATE A SIGNIFICANT PORTION OF THE NET OPERATING INCOME TO PROMOTING THE HEALTH OF THE COMMUNITY, SPECIFICALLY SERVING THE NEEDS OF THE UNINSURED AND LOW INCOME COMMUNITIES THROUGH CHARITY CARE AND A VARIETY OF FREE OR LOW COST SERVICES AND PROGRAMS PROVIDED BY THE DEPARTMENT OF COMMUNITY HEALTH. - IN AN EFFORT TO INCREASE THE COMMUNITY POOL OF AVAILABLE TRAINED AND EDUCATED HEALTH PROFESSIONALS, HOAG INVESTS ANNUALLY IN HEALTH PROFESSIONAL TRAINING AND DEVELOPMENT. THE HOSPITAL CURRENTLY WORKS WITH A NUMBER OF PROFESSIONAL GROUPS IN THIS ENDEAVOR, INCLUDING NURSES, PHYSICAL THERAPISTS, PHARMACISTS, LABORATORY PROFESSIONALS, SOCIAL WORKERS, AND CLINICAL CARE EXTENDERS. - Hoag provides uncompensated care (charity) to patients who are unable to pay for the full cost of their care. These expenditures amounted to over $37 million in Fiscal Year 2013 (October 1, 2012 through September 30, 2013.) Hoag's charity care and self pay discount policy states that self-pay and uninsured patients who are unable to pay for the full cost of their care may qualify for charity or discounts on a sliding scale for incomes up to 400% of the federal poverty level. Total quantifiable Community Benefit expenditures (excluding Medicare Cost of Unreimbursed Care) for FY2013 amounted to over $49 million. | COMMUNITY INFORMATION |
| FORM 990, SCHEDULE H, PART VI, LINE 6 | Hoag Hospital is a nonprofit regional healthcare delivery network consisting of two acute-care hospitals, five urgent care centers and seven health centers. In 2013, Hoag Hospital became affiliated with 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. | Affiliated health care system |
| FORM 990, SCHEDULE H, PART VI, LINE 7 | CA | STATE FILING OF COMMUNITY BENEFIT REPORT |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (49 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Share Our Selves Clinic | |||||||
| 1550 superior ave | costa mesa | CA | 92627 | 953222316 | 501(c)(3) | 2096082 | Free Medical and Dental clinic |
| Alzheimer's Family Services Center | |||||||
| 9451 indianapolis ave | huntington beach | CA | 92646 | 953463978 | 501(c)(3) | 1783569 | Operations, Matching Grts, misc grants |
| Childrens Hospital Orange County (CHOC) | |||||||
| 455 s main street | orange | CA | 92868 | 952321786 | 501(c)(3) | 960000 | Pediatric Diabetes Services |
| Newport -Mesa Unified School District | |||||||
| 2985 a bear street | costa mesa | CA | 92628 | 952417783 | government | 250000 | Expansion of 13 programs for the HOPE Clinic |
| CHOC Foundation | |||||||
| 455 s main street | orange | CA | 92868 | 956097416 | 501(c)(3) | 225000 | IUSD/CHOC Athletic Program, Pledge CVICU/NICU |
| Orange County Dept of Education | |||||||
| 200 kalmus drive | costa mesa | CA | 92628 | 956000943 | government | 200000 | Grant: Support full time physician to OC students |
| Keck School of Medicine of USC | |||||||
| 1520 san pablo | los angeles | CA | 90033 | 951642394 | 501(c)(3) | 180000 | Grant: Resident Education and Research Activites . |
| Costa Mesa Senior Center | |||||||
| 695 west 19th st | costa mesa | CA | 92627 | 338265009 | 501(c)(3) | 173237 | Senior Transportation and program development |
| City of Huntington Beach Council on Aging | |||||||
| 1706 orange ave | huntington beach | CA | 92648 | 510179431 | government | 155000 | Senior Transportation/Care Managers (2) Home visit ation |
| Age Well Senior Services (S County Sr Svc) | |||||||
| 24300 el toro | laguna woods | CA | 92637 | 931163563 | 501(c)(3) | 147827 | Grant: Senior Transportation, Operations of progra ms, Mobile Meals |
| City of Newport Beach | |||||||
| po box 1768 | newport beach | CA | 92658 | 956000751 | government | 121000 | Oasis Senior Center transportation, Police Explore rs, Bike Safety Program |
| Providence Speech & Hearing Center | |||||||
| 1301 providence ave | Orange | CA | 92868 | 956154473 | 501(c)(3) | 115000 | Grant: Low income subsidy program and El Sol Clin ic Collaborative |
| Pediatric Adolescent Diabetes Research Edu | |||||||
| 455 S Main St | Orange | CA | 92868 | 330099451 | 501(c)(3) | 92918 | Grant: Diabetes Education GRANT AT ALLEN CENTER |
| ONE OC | |||||||
| 1901 e 4th st | santa ana | CA | 92705 | 952021700 | 501(c)(3) | 89000 | Grants and Contributions to other Non-profit servi ce organizations |
| Orange County United Way | |||||||
| 18012 mitchell ave | irvine | CA | 92614 | 330047994 | 501(c)(3) | 64522 | Hoag employees match contribution, Executive Progr am |
| 2 1 1 Orange County | |||||||
| po box 14277 | irvine | CA | 92623 | 330063532 | 501(c)(3) | 50000 | 211 Information/Referral Call Center operating sup port |
| Irvine Adult Day Health Services | |||||||
| 20 lake road | irvine | CA | 92604 | 330599371 | 501(c)(3) | 45750 | Expansion of Educational programs and Senior Trans portation |
| Access California Services | |||||||
| 2180 w crescent ave | anaheim | CA | 92801 | 330826205 | 501(c)(3) | 45000 | Expansion of Mental Health Program and other progr ams |
| Irvine Public Schools Foundation | |||||||
| 18552 macarthur blvd | irvine | CA | 92612 | 330733191 | 501(c)(3) | 41158 | Pledge for matching funds Generation Wall Hoag Irv ine |
| Healthy Smiles | |||||||
| 10602 chapman ave | garden grove | CA | 92840 | 383675065 | 501(c)(3) | 38000 | Provide children's dental services at Oakview Dist rict in Huntington Bch |
| Juvenile Diabetes Research Foundation | |||||||
| 17992 mitchell south | irvine | CA | 92614 | 231907729 | 501(c)(3) | 35000 | Sponsoship Walks,Gala, program support |
| Orange County Human Relations | |||||||
| 1300 s grand ave | santa ana | CA | 92705 | 330438086 | 501(c)(3) | 35000 | Bridges School Inter Group Relations & Violence Pr evention programs |
| Someone Care Soup Kitchen | |||||||
| 720 w 19th st | costa mesa | CA | 92627 | 330279080 | 501(c)(3) | 31475 | Support towards programs to feed the poor COMMUNITY EDUCATION |
| MOMS | |||||||
| 1128 w santa ana | santa ana | CA | 92703 | 330518078 | 501(c)(3) | 26000 | Grant: Support educational programs Clinics |
| City of Irvine | |||||||
| po box 19575 | irvine | CA | 92623 | 952759391 | government | 25000 | Grant: I-CHP - support Childrens Health programs |
| Latino Health Access | |||||||
| 1701 n main street | Santa Ana | CA | 92706 | 330562943 | 501(c)(3) | 25000 | Grants for Latino Health probems, Diabetes, etc.. EDUCATION & ADVOCACY |
| Save Our Youth | |||||||
| 661 hamilton | costa mesa | CA | 92627 | 330585600 | 501(c)(3) | 25000 | Grant: Operating support DISTRICT IN HUNTINGTON BCH |
| Sweet Success Express Program | |||||||
| po box 9705 | fountain valley | CA | 92728 | 342044369 | 501(c)(3) | 22000 | Grant: Diabetes Education |
| Hurrt Family Health Clinic | |||||||
| One Hope Drive | Tustin | CA | 92782 | 330906866 | 501(c)(3) | 21275 | Mobile Clinic visits to Oak View Community Center in Huntington Beach |
| Friends of Oasis | |||||||
| 801 narcissus rd | corona del mar | CA | 92625 | 953196296 | 501(c)(3) | 20000 | Program Grant for database resources and outreach needs |
| Irvine Childrens Fund | |||||||
| 14301 Yale Ave | Irvine | CA | 92604 | 330177921 | 501(c)(3) | 20000 | Provides Before and After School Child Care Schola rships |
| Youth Employment Services | |||||||
| 114 east 19th street | costa mesa | CA | 92627 | 952704522 | 501(c)(3) | 15549 | Provide pre-employemnt training, job counseling to young people |
| American Lung Assoc | |||||||
| 1570 e 17th st | santa ana | CA | 92705 | 950362650 | 501(c)(3) | 15000 | Scamp Camp, Sponsor Oc Respiratory Rally Irvine |
| Crohn's & Colitis | |||||||
| 10350 santa monica | Los Angeles | CA | 90025 | 136193105 | 501(c)(3) | 15000 | Sponsorship: 'Inaugural CCFS Golf Classic Activites. |
| Girls Incorporated of Orange County | |||||||
| 1815 anaheim | Costa Mesa | CA | 92627 | 951810150 | 501(c)(3) | 12000 | Community programs - Fit Girls and Families school supplies |
| Academy of International Dance | |||||||
| 220 E FOURTH ST | COSTA MESA | CA | 92627 | 262657759 | 501(c)(3) | 10000 | Grant: Expansion of after school activiities, Lite racy, tutoring |
| Alzheimer's Association | |||||||
| 17771 COWAN AVE | IRVINE | CA | 92614 | 953702013 | 501(c)(3) | 10000 | Program Grant |
| American Heart Assoc | |||||||
| 4600 CAMPUS DRIVE | IRVINE | CA | 32614 | 135613797 | 501(c)(3) | 10000 | Grant: Support Orange County Community programs |
| California Assoc Hospitals & Health Systems | |||||||
| 1215 K STREET | SACRAMENTO | CA | 95814 | 941205308 | 501(c)(6) | 10000 | Grant: Educational Conference - Medical advancemen t/Reglatory req. |
| COUNCIL ON AGING OC | |||||||
| 1971 EAST 4TH ST | SANTA ANA | CA | 92705 | 952874089 | 501(c)(3) | 10000 | Sponsorship: Just Imagin Luncheon |
| Human Options | |||||||
| PO Box 53745 | IRVINE | CA | 92619 | 953667817 | 501(c)(3) | 10000 | Grant Support for programs |
| MADD | |||||||
| 17772 IRVINE BLVD | TUSTIN | CA | 92780 | 942707273 | 501(c)(3) | 10000 | Grant: Community Education |
| Merage Jewish Community Center | |||||||
| 1 FEDERATION WAY | IRVINE | CA | 92603 | 952407026 | 501(c)(3) | 10000 | Sponsorship: JCC Celebration Ball 'Spirit of Macca bi |
| Newport Beach Sunrise Rotary Foundation | |||||||
| PO BOX 8113 | NEWPORT BEACH | CA | 92856 | 330222352 | 501(c)(3) | 10000 | Grant: Support Families of wounded warriors SERVICE ORGANIZATIONS |
| Newport Community Counseling Center | |||||||
| 2200 SAN JOAQUIN | NEWPORT BEACH | CA | 92660 | 202108327 | 501(c)(3) | 10000 | Grant: Scholarship/ Mental Health Counseling progr am |
| Orange Coast Interfaith Shelter | |||||||
| 1963 WALLACE AVE | COSTA MESA | CA | 92627 | 953613254 | 501(c)(3) | 10000 | Grant: Program support PREVENTION PROGRAMS |
| Susan G Komen Orange County | |||||||
| 3191 A AIRPORT LOOP | COSTA MESA | CA | 92626 | 330487943 | 501(c)(3) | 10000 | Sponsorship: Orange County Race for the Cue |
| UCI Foundation | |||||||
| DEV OFFICE MPAA210 | IRVINE | CA | 92697 | 952540117 | 501(c)(3) | 10000 | Pledge support to Paul Merage School of Business H ealthcare Mngmt |
| Huntington Beach Union High School District | |||||||
| 5832 BOLSA AVE | HUNTINGTON BEACH | CA | 92649 | 956001644 | government | 5600 | Oak View Mobil Health Programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 48 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EMS SAFETY SERVICES | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 21302 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Organization's Procedures for Monitoring the Use of Grants | Identifier |
| Return Reference | Form 990, Schedule I | ReturnReference |
| Explanation | In order to be eligible for a Community Benefit grant, an applicant organization (or fiscal agent) must be designated by the IRS as a tax exempt non-profit and submit a copy of their EXEMPT status for verification. The organization must have an Executive Director and an established Board of Directors that meets regularly. Prior to funding, research is conducted regarding the reputation and performance of the organization. Grant requests must include previous and current year budgets, program goals and objectives, and measurable outcomes for the specified program that is being funded. An interview with the Executive director and one or more board members may be conducted as well as a site visit in order to familiarize ourselves with the organization and the programs offered. Department staff may actively participate with the organization by providing in-kind services and board participation. Once a grant request has been approved and funded, we require progress reports/and or a final report on the implementation strategy and measurable outcomes. Throughout the funding period of a specified program, there may be occasional meetings with the director and program personnel to receive reports on progress and updates of the activities conducted as well as the number of individuals served. This process allows us to monitor that the donated funds are being used for the intended purpose. Those that request grant funding on a continuous basis provide a detailed year end annual report describing implementation and outcomes for the programs. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Afable end 022813 | ||||||||||||||
| Pres/CEO & Board Member | 659815 | 0 | 231695 | 0 | 86740 | 0 | 208521 | 0 | 19871 | 0 | 1206642 | 0 | 0 | 0 |
| Robert Braithwaite | ||||||||||||||
| President/CEO | 524022 | 0 | 411802 | 0 | 1321 | 0 | 33415 | 0 | 21550 | 0 | 992110 | 0 | 0 | 0 |
| Jack Cox MD | ||||||||||||||
| SVP & Chief Quality Officer | 474004 | 0 | 209192 | 0 | 3269 | 0 | 127108 | 0 | 20349 | 0 | 833922 | 0 | 0 | 0 |
| Richard Martin | ||||||||||||||
| SVP & Chief Nursing Officer | 407761 | 0 | 325528 | 0 | 1849 | 0 | 35972 | 0 | 8646 | 0 | 779756 | 0 | 0 | 0 |
| Jennifer Mitzner | ||||||||||||||
| SVP Corporate Services & CFO | 464066 | 0 | 606715 | 0 | 1091 | 0 | 35284 | 0 | 19551 | 0 | 1126707 | 0 | 0 | 0 |
| Sanford Smith | ||||||||||||||
| SVP Real Estate & Facilities | 372276 | 0 | 226996 | 0 | 3369 | 0 | 55711 | 0 | 24757 | 0 | 683109 | 0 | 0 | 0 |
| Timothy C L Moore | ||||||||||||||
| SVP & Chief Info OfficeR | 399527 | 0 | 322331 | 0 | 2049 | 0 | 23146 | 0 | 16639 | 0 | 763692 | 0 | 0 | 0 |
| Cynthia Perazzo | ||||||||||||||
| SVP Strat. & Business Devel. | 373876 | 0 | 298991 | 0 | 1091 | 0 | 21623 | 0 | 19189 | 0 | 714770 | 0 | 0 | 0 |
| Flynn Andrizzi | ||||||||||||||
| SVP | 352241 | 0 | 147970 | 0 | 12230 | 0 | 20476 | 0 | 29509 | 0 | 562426 | 0 | 0 | 0 |
| Jan Blue | ||||||||||||||
| SVP Human Resources | 322046 | 0 | 244313 | 0 | 2866 | 0 | 18447 | 0 | 9856 | 0 | 597528 | 0 | 0 | 0 |
| Robert Dillman MD | ||||||||||||||
| Executive Medical Director | 376102 | 0 | 48678 | 0 | 8682 | 0 | 12500 | 0 | 22242 | 0 | 468204 | 0 | 0 | 0 |
| Michael Brant-Zawadzki MD | ||||||||||||||
| Executive Medical Director COE | 417790 | 0 | 45791 | 0 | 20567 | 0 | 12500 | 0 | 15835 | 0 | 512483 | 0 | 0 | 0 |
| Terri Cammarano | ||||||||||||||
| VP Legal | 339719 | 0 | 227658 | 0 | 1090 | 0 | 12500 | 0 | 19620 | 0 | 600587 | 0 | 0 | 0 |
| James Rice | ||||||||||||||
| VP Facilities & Operations | 226366 | 0 | 155558 | 0 | 1025 | 0 | 0 | 0 | 19435 | 0 | 402384 | 0 | 0 | 0 |
| Stephen Mayfield | ||||||||||||||
| VP Performance Improvement | 209997 | 0 | 131899 | 0 | 3130 | 0 | 26044 | 0 | 17030 | 0 | 388100 | 0 | 0 | 0 |
| Kris Iyer MD | ||||||||||||||
| FORMER BOARD MEMBER | 320008 | 0 | 0 | 0 | 9682 | 0 | 12500 | 0 | 3282 | 0 | 345472 | 0 | 0 | 0 |
| ALLYSON M BROOKS | ||||||||||||||
| FORMER BOARD MEMBER | 0 | 0 | 0 | 0 | 276607 | 0 | 0 | 0 | 0 | 0 | 276607 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE J, PART I, LINE 1(A) | Supplemental Compensation Information | THE PREVIOUS CEO (RICK AFABLE) AND CHIEF QUALITY OFFICER ARE PROVIDED WITH A RELOCATION LOAN IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. EACH YEAR, THERE IS IMPUTED INCOME THAT IS GROSSED UP FOR TAX PURPOSES WHICH IS REPORTED AS TAXABLE INCOME TO THE EXECUTIVE AND INCLUDED IN COLUMN B(III) OF PART II. THE RELOCATION LOAN OF THE PREVIOUS CEO WAS SUBSEQUENTLY PAID IN FULL AND THERE WAS NO OUTSTANDING BALANCE AT THE END OF TAX YEAR 2012. THE CEO ALSO RECEIVES A REIMBURSEMENT FOR A PORTION OF HIS CLUB DUES THAT ARE ESSENTIAL TO FUNDRAISING EFFORTS. THIS REIMBURSEMENT WAS EXCLUDED FROM TAXABLE INCOME. |
| SCHEDULE J, PART I, LINE 4(B) | Supplemental Compensation Information | THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. CONTRIBUTIONS TO THE SERP IN THE AMOUNT OF $443,639 ARE INCLUDED IN COLUMN C OF PART II. THE ORGANIZATION MAINTAINS A LEGACY DEFERRED COMPENSATION PLAN THAT IS FROZEN (NO NEW CONTRIBUTION CAN BE MADE). THERE WERE 4,003.065 SHARES EXERCISED DURING CALENDAR YEAR 2012. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jack Cox | NamePerson |
| Relationship With Organization | senior vp | RelationshipWithOrganization |
| Purpose Of Loan | Recruitment | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $1,500,000 | OriginalPrincipalAmount |
| Balance Due | 1500000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1500000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (8 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| RANEY ZUSMAN | |||
| Board Member | 780081 | medical services | false |
| alexander easton | |||
| Board Member | 31181 | compensation | false |
| HOAG ORTHOPEDIC INSTITUTE | |||
| HOAG OFF. & HOI DIR. | 19510019 | ADMINISTRATIVE SERVICES | false |
| melissa dickerson | |||
| Key Employee | 69910 | compensation | false |
| PACIFIC HOSPITALIST ASSOCIATES | |||
| Board Member | 5774280 | CONTRACTED SERVICES | false |
| INTOUCH HEALTH | |||
| Board Member | 149017 | PRODUCT PURCHASES | false |
| MARGOLIN GROUP | |||
| BOARD MEMBER | 13836 | CONSULTING SERVICES | false |
| PROVIDENCE SPEECH AND HEARING | |||
| KEY EMPLOYEE | 131000 | PATIENT SERVICES | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS RELATIONSHIPS | Identifier |
| Return Reference | FORM 990, SCHEDULE L, PART IV | ReturnReference |
| Explanation | - DOUGLAS ZUSMAN, BOARD MEMBER OF HMHP, HAS 50% OWNERSHIP INTEREST IN RANEY & ZUSMAN WHICH PROVIDES MEDICAL SERVICES TO HMHP. - JAKE EASTON III IS A BOARD MEMBER OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN ("HMHP"). HIS SON, ALEXANDER EASTON, IS AN EMPLOYEE OF HMHP. - JENNIFER MITZNER AND ROBERT BRAITHWAITE ARE OFFICERS OF HMHP AND ALSO SERVE AS BOARD MEMBERS OF HOAG ORTHOPEDIC INSTITUTE (HOI). HMHP PROVIDES ADMINISTRATIVE AND OPERATIONAL SERVICES TO HOI. - TIMOTHY MOORE IS A KEY EMPLOYEE OF HMHP. HIS DAUGHTER-IN-LAW, MELISSA DICKERSON, IS AN EMPLOYEE OF HMHP. - WESTON CHANDLER, BOARD MEMBER OF HMHP, SERVES AS PRESIDENT & CEO OF PACIFIC HOSPITALIST ASSOCIATES WHICH PROVIDES MEDICAL SERVICES TO HMHP. - YULUN WANG, BOARD MEMBER OF HMHP, SERVES AS AN OFFICER / DIRECTOR AT INTOUCH HEALTH WHICH SELLS PRODUCTS TO HMHP. - LESLIE A. MARGOLIN IS A BOARD MEMBER OF HMHP. She is ALSO the owner of The Margolin Group, which provides consulting services to HMHP. -SANFORD SMITH IS A KEY EMPLOYEE OF HMHP. His wife, Linda Smith, is the CEO of Providence Speech and Hearings, which provided in-patient speech services to HMHP. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 2 | Family or business relationships | OFFICERS ROBERT BRAITHWAITE AND JENNIFER MITZNER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 4 CHANGES TO GOVERNING DOCUMENTS Hoag Hospital's affiliation with St. Joseph Health System became effective on March 1, 2013. The affiliation was accomplished through the creation of a new entity, St. Joseph Hoag Health, formerly known as Covenant Health Network, a California nonprofit public benefit corporation. St. Joseph Hoag Health became the third member of Hoag along with the then current members comprising of the George Hoag Family Foundation and the constituent churches of the Los Ranchos Presbytery of the Presbyterian Church (USA), as represented by the Association of Presbyterian (APM). St. Joseph Hoag health also became a member, joining the St. Joseph Health System, of the four Southern California hospital ministries; St. Joseph Hospital of Orange, St. Jude Medical Center, Mission Hospital, and St. Mary Medical Center. A majority of St. Joseph Hoag Health's board of directors is designated by St. Joseph Health System and the balance of directors is appointed by the Hoag Family Foundation and the APM. |
| Form 990, Part VI, Line 6 | Members or stockholders | THE MEMBERS OF THE CORPORATION CONSISTS OF THE FOLLOWING: (I) ST. JOSEPH HOAG HEALTH (FORMERLY COVENANT HEALTH NETWORK INC), (II) THE GEORGE HOAG FAMILY FOUNDATION ("GHF FOUNDATION"), (III) THE CONSTITUENT CHURCHES OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) (THE "APM"), AND (IV) SUCH INDIVIDUAL MEMBERS AS MAY BE APPOINTED BY THE GHF FOUNDATION OR THE APM UP TO A MAXIMUM OF FORTY-EIGHT (48) INDIVIDUAL MEMBERS TO BE DIVIDED EQUALLY BETWEEN THE GHF FOUNDATION AND THE APM. |
| Form 990, Part VI, Line 7a | Power to elect or appoint members | THE MEMBERS OF THE CORPORATION HAVE THE POWER TO ELECT OR REMOVE DIRECTORS FROM THE BOARD OF DIRECTORS OF THE CORPORATION. |
| Form 990, Part VI, Line 7b | Decisions reserved to members or stockholders | THE POWERS AND RESPONSIBILITIES OF THE MEMBERS OF THE CORPORATION INCLUDE, BUT ARE NOT LIMITED TO: (A) TO ASSURE THE BOARD OF DIRECTORS CARRIES OUT THE CORPORATION'S MISSION; (B) TO CONSIDER THE QUALIFICATIONS OF DIRECTORS TO BE ELECTED TO THE BOARD OF DIRECTORS; (C) TO APPROVE ANY AMENDMENT, MODIFICATION OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (D) TO APPROVE THE ELECTION, APPOINTMENT OR REMOVAL OF ANY DIRECTOR OF THE CORPORATION; AND (E) TO APPROVE ANY SALE, TRANSFER CONVEYANCE OR OTHER DISPOSITION OF ALL, SUBSTANTIALLY ALL OR A MATERIAL PORTION OF THE ASSETS OF THE CORPORATION, OR ANY MERGER, CONSOLIDATION, AFFILIATION OR DISSOLUTION OF THE CORPORATION. |
| Form 990, Part VI, Line 11b | Process used to review the Form 990 | THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF THE FORM 990 PRIOR TO ISSUANCE. MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION, PREPARES AND REVIEWS THE FORM 990. THE AUDIT AND COMPLIANCE COMMITTEE IS PROVIDED WITH A DRAFT FORM 990 AND IS PROVIDED AMPLE TIME TO READ THE DOCUMENT AND DEVELOP QUESTIONS. THE AUDIT AND COMPLIANCE COMMITTEE THEN CONVENES PRIOR TO ISSUANCE OF THE FORM 990 TO REVIEW AND DISCUSS THE DRAFT FORM 990 WITH MANAGEMENT AND EXTERNAL EXPERTS HIRED BY MANAGEMENT. AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEBSITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING. |
| Form 990, Part VI, Line 12c | Monitoring and enforcement of compliance with conflict of interest policy | THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE REVIEWED BY THE CHAIR AND CEO AND MATTERS ARE DISCUSSED AT THE APPROPRIATE LEVEL AS APPLICABLE GIVEN THE SITUATION. INDIVIDUAL TRANSACTIONS THAT OCCUR BETWEEN THE ANNUAL QUESTIONNAIRE ARE REVIEWED BY THE CORPORATION'S LEGAL AND COMPLIANCE OFFICERS FOR POTENTIAL CONFLICTS OF INTEREST. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT SHALL REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTION OR ARRANGEMENT, OR BE EXCUSED FROM ANY MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED. |
| Form 990, Part VI, Line 15a & 15b | Process for determining compensation | THE COMPENSATION OF THE CEO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS PLUS ONE OUTSIDE NON-VOTING MEMBER. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE KEY EXECUTIVES. THE COMPENSATION COMMITTEE'S RECOMMENDATIONS RELATIVE TO EXECUTIVE COMPENSATION ARE REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS, MEETING IN EXECUTIVE SESSION, WHOSE MINUTES DOCUMENT THAT THE APPROVED COMPENSATION IS DEEMED REASONABLE. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE FOR IN EXCESS OF 37 YEARS. THIS PROCESS WAS LAST COMPLETED IN 2013. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958. |
| Form 990, Part VI, Line 19 | Process for making documents available to the public | The Corporation's financial statements are made available to the public in summary by inclusion in an Annual Report that is available on its web site - http://www.hoag.org/About-Hoag/Pages/Corporate-Info/Corporate-Information. aspx Hoag's Code of Conduct is posted on its public Web site as well. The Code of Conduct provides readers with an understandable review of the code of conduct that must be adhered to by all employees, directors and vendors. The Corporation makes its governing documents available upon request. Form 990, Part IX, Line 11g Other Expenses Hospital Based Physician Fees $20,133,388 Purchased Services $40,949,364 HMO Purchased Services $51,829,765 ------------- $112,912,517 |
| form 990, part xi, line 9 | changes in net assets or fund balance | EQUITY TRANSFERS RELATED TO SWAP 34,187,926 OTHER REVENUE RELATED TO EXCLUDED SERVICES 152,645 PARTNERSHIP INVESTMENT INCOME (450,416) OTHER (92,596) ------------- 33,797,559 FORM 990, PART XII, LINE 2C CHANGES TO THE FINANCIAL STATEMENT OVERSIGHT PROCESS As result of affiliation with St. Joseph Health System, Hoag is included within the St. Joseph Health System consolidated financial statements. The oversight of the St. Joseph Health System consolidated financial statement audit and selection of the independent accounting firm is performed by the St. Joseph Health System audit committee. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NEWPORT HEALTHCARE CENTER LLC | |||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 331127904 | MEDICAL BLDG | CA | 11128304 | 153036157 | HMHP |
| HOAG OUTPATIENT CENTERS LLC | |||||||||
| ONE HOAG DRIVE BOX 6100 | NEWPORT BEACH | CA | 92663 | 453587572 | PATIENT SVCS | CA | 3020977 | 0 | HMHP |
Form990 Schedule R Part II Form990ScheduleRPartII (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||||
| 3623 22ND PLACE | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | true |
| COVENANT MEDICAL GROUP | ||||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| 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 |
| 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 CENTER | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | 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 | FOUNDATION | CA | 501(C)(3) | 7 | RMH | 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 |
| redwood memorial hospital | ||||||||||
| 3300 renner drive | fortuna | CA | 95540 | 941384665 | healthcare | CA | 501(c)(3) | 3 | sjhs | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (15 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HLTH SYS HOME HLTH | |||||||||
| HOME HEALTH | CA | NA | N/A | ||||||
| ST JOSEPH HLTH SYS HOME CARE | |||||||||
| HOME HEALTH | CA | na | n/a | ||||||
| METHODIST DIAGNOSTIC IMAGING | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | ||||||
| SHA LLC | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | ||||||
| LUBBOCK SURGERY CENTER LTD | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | ||||||
| COVENANT LONG-TERM CARE LP | |||||||||
| healthcare svcs | TX | NA | N/A | ||||||
| HERITAGE INVESTMENT GROUP | |||||||||
| investment | CA | NA | N/A | ||||||
| MISSION AMBULATORY SURGICENTER | |||||||||
| healthcare svcs | CA | na | n/a | ||||||
| COMPREHENSIVE IMAGING PARTNERS | |||||||||
| healthcare svcs | CA | na | n/a | ||||||
| ST JOSEPH PHYSICIAN VENTURES | |||||||||
| real estate | CA | na | n/a | ||||||
| NEWPORT IMAGING CENTER | |||||||||
| healthcare svcs | CA | hmhp | related | -2068073 | 3323403 | false | $0 | true | 0.99877 |
| HOAG ORTHOPEDIC INSTITUTE | |||||||||
| healthcare | CA | hmhp | related | 13936174 | 46266481 | false | $0 | true | 0.51000 |
| MAIN ST SPECIALTY SURGERY CNTR | |||||||||
| healthcare svcs | CA | na | n/a | ||||||
| ORTHOPEDIC SURGERY CNTR OF OC | |||||||||
| healthcare svcs | CA | na | n/a | ||||||
| ADVANCED SURGERY INST LLC | |||||||||
| HEALTHCARE SVCS | CA | na | n/a | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||||||||||||||
| CAPTIVE INSURANCE | NA | C CORP | 58 par-la-ville road | hamilton hm, hx | BD | bd | BD | ||||||||||
| ALLIANCE PHYSICIAN SERVICES | |||||||||||||||||
| INACTIVE | CA | NA | C CORP | ||||||||||||||
| MISSION VIEJO MEDICAL VENTURES | |||||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330212905 | HEALTHCARE SVCS | CA | NA | C CORP | |||||||||
| MISSION MEDICAL CENTER ASSOCIATION | |||||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330201044 | HEALTHCARE SVCS | CA | NA | C CORP | |||||||||
| ST JOSEPH YORBA PARK | |||||||||||||||||
| INACTIVE | CA | NA | C CORP | ||||||||||||||
| LUBBOCK METHODIST HOSP SVCS | |||||||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | CHS | 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 | hmhp | C CORP | 565670 | 52550144 | 1.00000 | true | |||||
| COASTAL MANAGEMENT SERVICES ORG | |||||||||||||||||
| 1 HOAG DR BOX 6100 | NEWPORT BEACH | CA | 92658 | 330676831 | HEALTHCARE SVCS | CA | hmhp | C CORP | 326823 | 643126 | 1.00000 | true | |||||
| 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 | hmhp | C CORP | 0 | 0 | 1.00000 | true | |||||
| CHARITABLE REMAINDER TRUST (1) | |||||||||||||||||
| SUPPORT | CA | NA | TRUST | ||||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HOAG HOSPITAL FOUNDATION | ||
| a | 218432 | ACCRUAL |
| HOAG ORTHOPEDIC INSTITUTE | ||
| c | 14518183 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| c | 13876146 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| l | 90000 | ACCRUAL |
| COASTAL MANAGEMENT SERVICES ORGANIZATION | ||
| l | 100220 | ACCRUAL |
| NEWPORT IMAGING CENTER | ||
| l | 64175 | ACCRUAL |
| HOAG OUTPATIENT CENTERS LLC | ||
| l | 12307 | ACCRUAL |
| HOAG MANAGEMENT SERVICES INC | ||
| m | 2841643 | ACCRUAL |
| HOAG HOSPITAL FOUNDATION | ||
| Q | 6265275 | ACCRUAL |
| HOAG CHARITY SPORTS | ||
| Q | 611090 | ACCRUAL |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP | Identifier |
| Return Reference | SCHEDULE R, PART III | ReturnReference |
| Explanation | 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 advanced surgery institute, llc EIN: 26-2299255 Address: 1739 4th street, santa rosa, ca 95404 | Explanation |