QUEEN OF THE VALLEY MEDICAL CENTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- QUEEN OF THE VALLEY MEDICAL CENTER (EIN 94-1243669)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349303536
- Schema version
- 2011v1.5
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T13:36:11-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941243669 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEEN OF THE VALLEY MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MICHEL RICCIONI CFO | InCareOfName |
| Name Control | QUEE | NameControl |
| Phone | 7072524411 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TRANCAS STREET | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94558 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALTER MICKENS | Name |
| Title | CEO | Title |
| Date Signed | 2013-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARA ADAMS | Name |
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WALTER A MICKENS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SAME AS C ABOVE | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 255951919 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THEQUEEN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE ARE COMMITTED TO EXTENDING THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1596 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 14714 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2184 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3244454 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3047794 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 254296047 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 246621769 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10764984 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6140535 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -193079 | OtherRevenuePriorYear |
| Other Revenue Current Year | -318904 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 268112406 | TotalRevenuePriorYear |
| Total Revenue Current Year | 255491194 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2063201 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 445777 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 139489538 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 141506540 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1682589 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 114596629 | OtherExpensePriorYear |
| Other Expenses Current Year | 117261207 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 256149368 | TotalExpensesPriorYear |
| Total Expenses Current Year | 259213524 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11963038 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3722330 | RevenuesLessExpensesCY |
| Total Assets BOY | 337693808 | TotalAssetsBOY |
| Total Assets EOY | 435549223 | TotalAssetsEOY |
| Total Liabilities BOY | 85573092 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 188729612 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 252120716 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 246819611 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 232386328 | Expense |
| Grants | 445777 | Grants |
| Revenue | 246600227 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 232386328 | 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 | true | 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 | false | 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 | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | 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 | 642 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1596 | 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | 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 | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHEL RICCIONI CFO | NamePerson |
| Telephone Number | 7072524411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TRANCAS ST | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| LIZ BOULWARE | |||||||||
| CHAIR (PART YEAR) | 5.0 | X | 0 | 0 | 0 | ||||
| KATHLEEN HEALY MD | |||||||||
| BOARD MEMBER (PART YEAR) | 2.0 | X | 59781 | 0 | 0 | ||||
| JOSEPH CARRILLO MD | |||||||||
| BOARD MEMBER | 2.0 | X | 6000 | 0 | 0 | ||||
| FRANK COLLIN | |||||||||
| VICE CHAIR | 2.0 | X | 0 | 0 | 0 | ||||
| JOHN DIANA MD | |||||||||
| VICE CHIEF OF STAFF | 2.0 | X | 104750 | 0 | 0 | ||||
| ED FARVER | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER JUDITH FERGUS CSJ | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER PATRICIA HAYHURST CSJ | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| CONRAD HEWITT | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| BROTHER THOMAS JONES FSC | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| PAM KINDIG | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER MARY BERNADETTE MCNULTY | |||||||||
| VICE CHAIR / COMMITTEE CHAIR | 3.0 | X | 0 | 0 | 0 | ||||
| MICHAEL MERWIN MD | |||||||||
| CHIEF OF STAFF | 2.0 | X | 6000 | 0 | 0 | ||||
| DARRIN MONTALVO | |||||||||
| BOARD MEMBER (PART YEAR) | 2.0 | X | 0 | 1033120 | 51707 | ||||
| BETTY O'SHAUGHNESSY | |||||||||
| SECRETARY | 2.0 | X | 0 | 0 | 0 | X | |||
| SISTER SUZANNE SASSUS CSJ | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| WYMAN SMITH | |||||||||
| CHAIR | 5.0 | X | 0 | 0 | 0 | ||||
| JAMES TIDGEWELL | |||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||||
| WALTER MICKENS | |||||||||
| CEO | 50.0 | X | 180151 | 227451 | 25794 | X | |||
| DONALD MILLER | |||||||||
| VP FINANCE/CFO (THRU 2/4/12) | 50.0 | 498556 | 0 | 39008 | X | ||||
| SISTER MARIAN SCHUBERT | |||||||||
| VP OF MISSION INTEGRATION | 50.0 | 0 | 0 | 0 | X | ||||
| MICHEL RICCIONI | |||||||||
| INTERIM CFO | 50.0 | 0 | 461162 | 39278 | X | ||||
| BARBARA EUSEBIO | |||||||||
| VP/PATIENT SVCS (THRU 3/12/11) | 50.0 | 246587 | 0 | 9381 | X | ||||
| VINCENT MORGESE MD | |||||||||
| VP MEDICAL AFFAIRS | 50.0 | 385209 | 0 | 38309 | X | ||||
| JANET NORRIS | |||||||||
| INTERIM VP HR (THRU 10/07/11) | 40.0 | 269447 | 0 | 29135 | X | ||||
| ROBERT DIEHL | |||||||||
| VP QUALITY & STRATEGIC SVCS | 50.0 | 249476 | 0 | 42176 | X | ||||
| ELAINE JOHN | |||||||||
| VP FOUNDATION/CHF DEV OFCR | 50.0 | 234607 | 0 | 16072 | X | ||||
| SUSAN STANTON | |||||||||
| VP PATIENT CARE SERVICES | 50.0 | 216641 | 0 | 40145 | X | ||||
| ANGELA BURR | |||||||||
| LEAD, RADIOLOGY NURSE | 44.0 | 280035 | 0 | 43318 | X | ||||
| PAUL DEUS | |||||||||
| RNFA II | 41.0 | 273717 | 0 | 50060 | X | ||||
| ROBERT LEE | |||||||||
| LEAD, RNFA | 39.0 | 272229 | 0 | 46464 | X | ||||
| MARYANN NELSON | |||||||||
| NURSE,STAFF II | 37.0 | 253748 | 0 | 38572 | X | ||||
| LYNETTE STARNES | |||||||||
| NURSE,STAFF II | 44.0 | 231975 | 0 | 34462 | X | ||||
| DENNIS SISTO | |||||||||
| CEO (FORMER OFFICER) | 0.0 | 0 | 515757 | 25900 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3768909 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2237490 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 569781 | TotalOtherCompensation |
| Number Individuals GT100 K | 397 | 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 |
|---|---|---|---|---|---|
| RADIOLOGY MED GROUP OF NAPA | |||||
| PO BOX 348120 | SACRAMENTO | CA | 95834 | RADIOLOGY SERVICES | 1263365 |
| ANESTHESIA ANALGELSIA MEDICAL GRP | |||||
| 837 FIFTH STREET 2ND FLOOR | SANTA ROSA | CA | 95404 | ANESTHESIOLOGY SVCS | 1213616 |
| E PAUL REID MD PC | |||||
| 170 SOUTHPORT DR | MORRISVILLE | NC | 27560 | GENERAL SURGERY SVCS | 1102229 |
| REGENTS OF UCSF | |||||
| 1855 FOLSOM ST SUITE 425 BOX 081 | SAN FRANCISCO | CA | 94143 | NEUROSURGERY SVCS | 1030829 |
| CARDIOLOGY CONSULTANTS OF NAPA | |||||
| 3443 VILLA LANE SUITE 2 | NAPA | CA | 94558 | ER CATH SVCS | 450462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 19 | NumberOfContractorsGT100K |
| Related Organizations | 2848948 | RelatedOrganizations |
| Government Grants | 153293 | GovernmentGrants |
| All Other Contributions | 45553 | AllOtherContributions |
| Total Contributions | 3047794 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT REVENUE | 622110 | 237735939 | 237735939 | |
| SYNERGY WELLNESS CENTER | 713940 | 4643528 | 4628814 | 14714 |
| EHR REVENUE | 900099 | 2571845 | 2571845 | |
| CAFETERIA | 722310 | 665284 | 665284 | |
| MEDICAL OFFICE BUILDING | 531120 | 480053 | 480053 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 525120 | TotalRevenueColumn |
| Related Or Exempt Function Income | 525120 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 246621769 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3991048 | TotalRevenueColumn |
| Exclusion | $3,991,048 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 198735 | TotalRevenueColumn |
| Exclusion | $198,735 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1950752 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1950752 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1950752 | TotalRevenueColumn |
| Exclusion | $1,950,752 | ExclusionAmount |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 163363 | GrossSalesOfInventory |
| Cost Of Goods Sold | 460725 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -297362 | TotalRevenueColumn |
| Exclusion | -$297,362 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER NON-OPERATING REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -21542 | TotalRevenueColumn |
| Related Or Exempt Function Income | -21542 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -21542 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 255491194 | TotalRevenueColumn |
| Related Or Exempt Function Income | 246585513 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 14714 | UnrelatedBusinessRevenue |
| Exclusion | $5,843,173 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445777 | Total |
| Program Services | 445777 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2445203 | Total |
| Management And General | 2210597 | ManagementAndGeneral |
| Fundraising | 234606 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88685225 | Total |
| Program Services | 84421363 | ProgramServices |
| Management And General | 3619536 | ManagementAndGeneral |
| Fundraising | 644326 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6075813 | Total |
| Program Services | 5614678 | ProgramServices |
| Management And General | 422610 | ManagementAndGeneral |
| Fundraising | 38525 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36444199 | Total |
| Program Services | 35183541 | ProgramServices |
| Management And General | 959315 | ManagementAndGeneral |
| Fundraising | 301343 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7856100 | Total |
| Program Services | 7497042 | ProgramServices |
| Management And General | 289038 | ManagementAndGeneral |
| Fundraising | 70020 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3132737 | Total |
| Program Services | 2586808 | ProgramServices |
| Management And General | 541929 | ManagementAndGeneral |
| Fundraising | 4000 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531474 | Total |
| Program Services | 51641 | ProgramServices |
| Management And General | 479833 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324187 | Total |
| Management And General | 315997 | ManagementAndGeneral |
| Fundraising | 8190 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36748 | Total |
| Program Services | 36748 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562208 | Total |
| Management And General | 562208 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35667507 | Total |
| Program Services | 21052963 | ProgramServices |
| Management And General | 14384608 | ManagementAndGeneral |
| Fundraising | 229936 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459104 | Total |
| Program Services | 79424 | ProgramServices |
| Management And General | 378305 | ManagementAndGeneral |
| Fundraising | 1375 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1897276 | Total |
| Program Services | 1744117 | ProgramServices |
| Management And General | 105548 | ManagementAndGeneral |
| Fundraising | 47611 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4675044 | Total |
| Program Services | 4574152 | ProgramServices |
| Management And General | 27077 | ManagementAndGeneral |
| Fundraising | 73815 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4050802 | Total |
| Program Services | 4044051 | ProgramServices |
| Management And General | 1152 | ManagementAndGeneral |
| Fundraising | 5599 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293692 | Total |
| Program Services | 229085 | ProgramServices |
| Management And General | 64607 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154121 | Total |
| Program Services | 148940 | ProgramServices |
| Management And General | 3371 | ManagementAndGeneral |
| Fundraising | 1810 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4176205 | Total |
| Program Services | 4176205 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17666926 | Total |
| Program Services | 17479522 | ProgramServices |
| Management And General | 187404 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1017111 | Total |
| Program Services | 564758 | ProgramServices |
| Management And General | 430920 | ManagementAndGeneral |
| Fundraising | 21433 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 31132565 | 31132565 | |
| CA HOSPITAL FEE PROGRAM | 10711303 | 10711303 | |
| LICENSE / ROYALTIES | 751225 | 605534 | 145691 |
| LOSS ON DISPOSAL OF ASSETS | 14861 | 14861 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6111 | Total |
| Program Services | 6111 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259213524 | Total |
| Program Services | 232386328 | ProgramServices |
| Management And General | 25144607 | ManagementAndGeneral |
| Fundraising | 1682589 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2606136 | BOY |
| EOY | 14936890 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83728350 | BOY |
| EOY | 137509795 | 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 | 37522070 | BOY |
| EOY | 32614929 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 1244907 | BOY |
| EOY | 718127 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4083012 | BOY |
| EOY | 3749031 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1228732 | BOY |
| EOY | 953552 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 352243749 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 177008737 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146454344 | BOY |
| EOY | 175235012 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52788824 | BOY |
| EOY | 62182347 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 8037433 | BOY |
| EOY | 7649540 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337693808 | BOY |
| EOY | 435549223 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24378700 | BOY |
| EOY | 31848909 | 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 | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | 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 | 2050000 | BOY |
| EOY | 2050000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59144392 | BOY |
| EOY | 154830703 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85573092 | BOY |
| EOY | 188729612 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252120716 | BOY |
| EOY | 246819611 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 252120716 | BOY |
| EOY | 246819611 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337693808 | BOY |
| EOY | 435549223 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3722330 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1578775 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $36,748 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 36748 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1I | ReturnReference |
| Explanation | PORTION OF DUES PAID TO HOSPITAL ASSOCIATIONS FOR LOBBYING ACTIVITIES. DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED SOME LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. | 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 |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3433499 | OtherCostOrOtherBasis |
| Book Value | 3433499 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139385719 | OtherCostOrOtherBasis |
| Depreciation | 73511800 | Depreciation |
| Book Value | 65873919 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 530351 | OtherCostOrOtherBasis |
| Depreciation | 379151 | Depreciation |
| Book Value | 151200 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 134389805 | OtherCostOrOtherBasis |
| Depreciation | 103117786 | Depreciation |
| Book Value | 31272019 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74504375 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 74504375 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 175235012 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERCO. WITH HEALTH SYSTEM-BONDS | $153,049,459 |
| DUE TO THIRD PARTY PAYORS | $1,329,465 |
| PATIENT CREDIT BALANCES | $451,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 154830703 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| 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 | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURES, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2012 OR 2011. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | CAPTIVE INSURANCE | SpecificServicesProvided |
| Total Expenditures | 552897 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 552897 | SubtotalAmountSpent |
| Total Amount Spent | 552897 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | 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 ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNT IN COLUMN F. | 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 |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| 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 | 3203821 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3203821 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01240 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 41616528 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 25927725 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15688803 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06050 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 8541789 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4937898 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3603891 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01390 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 53362138 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 30865623 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 22496515 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08680 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4238183 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 338711 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3899472 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01480 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5380 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5380 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 110004 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 110004 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 516537 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 516537 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00230 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4870104 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 338711 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4531393 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01720 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 58232242 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 31204334 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 27027908 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.10400 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 2000 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 2000 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 2000 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 2000 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $10,589,757 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 64037922 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 89068402 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -25030480 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEEN OF THE VALLEY MEDICAL CENTER | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 TRANCAS STREET | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEEN OF THE VALLEY MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 200. | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 500. | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| State Regulation | X | StateRegulation |
| Other Factors | X | OtherFactors |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Average Negotiated Rates | X | AverageNegotiatedRates |
| Medicare Rate | X | MedicareRate |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 7 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (7 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| OUTPATIENT SURGERY & PROCEDURES CENTER | ||||
| 1000 TRANCAS ST | NAPA | CA | 94558 | OUTPATIENT SERVICES |
| NAPA VALLEY IMAGING CENTER | ||||
| 1000 TRANCAS ST | NAPA | CA | 94558 | OUTPATIENT SERVICES |
| LAB DRAW STATION | ||||
| 980 TRANCAS ST | NAPA | CA | 94558 | OUTPATIENT SERVICES |
| QUEEN OF THE VALLEY WELLNESS CENTER | ||||
| 3421 VILLA LN | NAPA | CA | 94558 | OUTPATIENT SERVICES - CARDIAC REHAB |
| NAPA VALLEY WOMEN'S HEALTH CARE | ||||
| 1100 TRANCAS ST 209 | NAPA | CA | 94558 | OUTPATIENT SERVICES - OB GYN |
| OCCUP HLTH & PHYS THERAPY CNTRWORK HLTH | ||||
| 1100 TRANCAS ST 300 | NAPA | CA | 94558 | OUTPATIENT SERVICES |
| MOBILE DENTAL VAN | ||||
| 1000 TRANCAS ST | NAPA | CA | 94558 | OUTPATIENT SERVICES |
Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE H, PART I, LINE 7 | THE AMOUNTS REPORTED IN THE TABLE WERE DERIVED FROM VARIOUS SOURCES INCLUDING THE GENERAL LEDGER, THE COST ACCOUNTING SYSTEM, AND CALCULATED USING A COST-TO-CHARGE RATIO. THE COST ACCOUNTING SYSTEM ADDRESSES ALL PATIENT SEGMENTS EXCEPT THE UNINSURED/SELF-PAY, AND PRIVATE INSURANCE. THE COST-TO-CHARGE METHOD WAS USED FOR THE UNINSURED/SELF-PAY. WORKSHEET 2 WAS USED FOR THE COST-TO-CHARGE RATIO. | |
| SCHEDULE H, PART I, LINE 7G | NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED. | |
| SCHEDULE H, PART II | LATINO ELDER COALITION OF NAPA VALLEY IS A NETWORK OF NAPA VALLEY SERVICE PROVIDERS, FAITH COMMUNITIES AND INDIVIDUALS COMMITTED TO RAISING CULTURAL AWARENESS AND PROMOTING OUTREACH TO LATINO ELDERS IN THE CONTEXT OF THE WHOLE FAMILY. | |
| SCHEDULE H, PART III, LINE 4 | 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. THE AMOUNTS REPORTED IN THE TABLE WERE CALCULATED USING THE ORGANIZATION'S PATIENT CARE COST-TO-CHARGE RATIO. | FINANCIAL STATEMENT FOOTNOTE DESCRIBING BAD DEBT: |
| SCHEDULE H, PART III, LINE 8 | THE ORGANIZATION DOES NOT REPORT MEDICARE REVENUES AND EXPENSES (EXCEPT FOR AMOUNTS REPORTED IN PART I, LINE 7) AS COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED USING THE MEDICARE COST REPORT. THE MEDICARE COST REPORT SUBMITTED FOR THE FISCAL YEAR USES CMS STANDARD COSTING METHODS. THIS METHOD INCLUDES SPECIFIC STEP-DOWN ALLOCATION PROCESSES WHICH ARE APPLIED TO CALCULATE ALLOWABLE MEDICARE COSTS. | |
| SCHEDULE H, PART III, LINE 9B | QUEEN OF THE VALLEY MEDICAL CENTER ACCOUNTS WERE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MADE A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMED AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIED FOR FINANCIAL ASSISTANCE. ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR FREE CARE (100 PERCENT FINANCIAL ASSISTANCE) WERE WRITTEN OFF AND COLLECTION EFFORTS WERE NOT PURSUED. | |
| QUEEN OF THE VALLEY MEDICAL CENTER (1) | THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT. | SCHEDULE H, PART V, LINE 11H |
| QUEEN OF THE VALLEY MEDICAL CENTER (1) | THE ORGANIZATION ADHERES TO STATE REGULATIONS IN PUBLICIZING ITS FINANCIAL ASSISTANCE POLICY. THESE REGULATIONS INCLUDE THE POSTING OF THE FULL POLICY ON THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. IN ADDITION, POLICY NOTICES ARE POSTED IN CONSPICUOUS AREAS SUCH AS EMERGENCY DEPARTMENTS, BILLING OFFICES, ADMISSIONS OFFICES AND OTHER OUTPATIENT SETTINGS. INDIVIDUAL NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR PATIENTS WHO HAVE NOT PROVIDED PROOF OF THIRD-PARTY COVERAGE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE ALSO PROVIDED UPON INQUIRY. WRITTEN NOTICES ARE PROVIDED IN ALL LANGUAGES SPOKEN BY 5% OR MORE OF THE HOSPITAL'S PATIENT POPULATION. | SCHEDULE H, PART V, LINE 13G |
| QUEEN OF THE VALLEY MEDICAL CENTER (1) | FOR PATIENTS WITH A FAMILY INCOME BETWEEN 201% AND 350% OF FEDERAL POVERTY GUIDELINES (FPG), THE HOSPITAL FACILITY USES MEDICARE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED. FOR PATIENTS WITH A FAMILY INCOME BETWEEN 351% AND 500% OF FPG, THE AVERAGE OF NEGOTIATED COMMERCIAL INSURANCE RATES IS USED TO DETERMINE THE MAXIMUM AMOUNT THAT CAN BE CHARGED. | SCHEDULE H, PART V, LINE 19D |
| NEEDS ASSESSMENT | A COMMUNITY HEALTH NEEDS ASSESSMENT IS CONDUCTED EVERY 3 YEARS TO ASSIST HOSPITALS AND COUNTY PUBLIC HEALTH IN DETERMINING HEALTH PRIORITIES, EMERGING GAPS AND ONGOING NEEDS. THE 2010 NAPA COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT WAS A COMBINED VENTURE OF AREA HOSPITALS (QUEEN OF THE VALLEY MEDICAL CENTER, KAISER PERMANENTE, ST. HELENA HOSPITAL) AND THE COUNTY PUBLIC HEALTH DEPARTMENT. QUANTITATIVE AND QUALITATIVE METHODS WERE USED TO COLLECT INFORMATION FOR THIS ASSESSMENT, WHICH INCLUDED BOTH PRIMARY AND SECONDARY DATA SOURCES. COMMUNITY NEEDS ASSESSMENTS AND ENVIRONMENTAL SCANNING, WHICH INVOLVES GATHERING, ANALYZING AND APPLYING INFORMATION FOR STRATEGIC PURPOSES, PROVIDES THE NECESSARY INFORMATION TO INFORM DECISION MAKERS AND FUNDERS ABOUT THE CHALLENGES THEY FACE IN IMPROVING COMMUNITY HEALTH, AND THE PRIORITY AREAS WHERE SUPPORT IS MOST NEEDED. THE INFORMATION IS ALSO USEFUL FOR COMMUNITY ORGANIZATIONS BY HAVING COMPREHENSIVE, LOCAL DATA LOCATED IN ONE DOCUMENT. | SCHEDULE H, PART VI, LINE 2 |
| PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE | THE ORGANIZATION POSTED NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES WERE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES WERE ALSO POSTED AT LOCATIONS WHERE A PATIENT COULD PAY THEIR BILL. NOTICES INCLUDED CONTACT INFORMATION ON HOW A PATIENT COULD OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES WERE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT WERE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATED LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS WERE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND WERE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY HAVE BEEN ELIGIBLE. | SCHEDULE H, PART VI, LINE 3 |
| COMMUNITY INFORMATION | OUR COMMUNITY BENEFIT PRIMARY AND SECONDARY SERVICE AREAS (PSA AND SSA) ARE DEFINED BY THE GEOGRAPHIC BOUNDARIES OF NAPA COUNTY. IN GENERAL, THE COUNTY IS DIVIDED INTO FOUR REGIONS: NORTH COUNTY CONSISTING OF CALISTOGA, ST. HELENA, DEER PARK, RUTHERFORD, AND OAKVILLE; EAST COUNTY CONSISTING OF ANGWIN, POPE VALLEY, AND LAKE BERRYESSA; CENTRAL COUNTY CONSISTING OF NAPA AND YOUNTVILLE, AND SOUTH COUNTY CONSISTING OF AMERICAN CANYON. OF NAPA COUNTYS NEARLY 139,000 RESIDENTS 57% LIVE IN THE CITY OF NAPA; HOWEVER, AMERICAN CANYON IS THE SECOND LARGEST AND FASTEST GROWING CITY IN THE COUNTY. OUR COMMUNITY BENEFIT PSA INCLUDES CENTRAL AND SOUTH COUNTY, THE CITIES OF NAPA, YOUNTVILLE, AND AMERICAN CANYON. COMMUNITY SSA INCLUDES THE REMAINING CITIES OF NORTH AND EAST COUNTY. (SOURCE FY 2012 QVMC COMMUNITY BENEFIT ANNUAL REPORT). WHILE NAPA IS NOT CONSIDERED A "POOR" COUNTY RELATIVE TO OTHER COUNTIES, INCLUDING THOSE WITH LARGE AGRICULTURAL AREAS, ABOUT 11.3% OF CHILDREN AND 7.2% OF SENIORS AGE 65+ LIVE BELOW THE POVERTY LEVEL. MANY MORE LIVE BELOW 200% OF POVERTY. A GREATER PROPORTION OF CHILDREN LIVE IN POVERTY IN THE CITIES OF NAPA (14.9%), ANGUIN (11.9%), YOUNTVILLE (17.8%) THAN IN OTHER CITIES IN THE COUNTY. TWENTY-FIVE PERCENT OF HOUSEHOLDS SPEAK SPANISH AS THEIR PRIMARY LANGUAGE. AN ESTIMATED 18,000 ARE NOT U.S. CITIZENS; THIS CAN SWELL DURING THE GROWING SEASON. WITH 15% OF THE POPULATION IS OVER 65 YEARS OF AGE, NAPA COUNTY HAS A HIGHER PROPORTION OF OLDER ADULTS COMPARED TO CALIFORNIA AS A WHOLE AND THE THIRD HIGHEST PROPORTION OF THOSE 75 AND OLDER. 22.5% OF THE POPULATION IS 17 YEARS OF AGE AND YOUNGER. NEARLY 58% OF THE POPULATION IS WHITE, 31.8% ARE LATINO, 6.15% ARE ASIAN, 1.87% ARE AFRICAN AMERICAN, 3.62% ARE OTHER. (SOURCE: COMMUNITY BENEFIT SERVICE AREA MAPPING OF NEED, ST. JOSEPH HEALTH, FEBRUARY 2011). | SCHEDULE H, PART VI, LINE 4 |
| PROMOTION OF COMMUNITY HEALTH | THE GOVERNING BODY IS COMPRISED OF A MAJORITY OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA AND WHO ARE NOT EMPLOYEES, CONTRACTORS, OR FAMILY MEMBERS. THE SUB-COMMITTEE OF THE BOARD OF TRUSTEES, KNOWN AS THE COMMUNITY BENEFIT COMMITTEE, OVERSAW THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN EVERY THREE YEARS, AS WELL AS AN ANNUAL COMMUNITY BENEFIT REPORT. THE COMMITTEE ALSO PROVIDES GENERAL DIRECTION TO QVMC REGARDING: 1) BUDGETING DECISIONS, 2) COMMUNITY BENEFIT PROGRAM CONTENT, 3) COMMUNITY BENEFIT PROGRAM DESIGN, 4) TARGET GEOGRAPHIC/POPULATION, 5) PROGRAM CONTINUATION OR DISCONTINUATION, 6) FUND DEVELOPMENT SUPPORT, AND 7) COMMUNITY-WIDE ENGAGEMENT. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. GIVING BACK TO THE COMMUNITY IS INTEGRATED INTO EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTH MINISTRY OF ST. JOSEPH HEALTH SYSTEM, WE PROVIDE FREE AND DISCOUNTED CARE VIA OUR FINANCIAL ASSISTANCE PROGRAM AND HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. BASED ON IDENTIFIED COMMUNITY NEEDS, QVMC PROVIDES AND/OR SUPPORTS AN EXTENSIVE MATRIX OF WELL ORGANIZED AND COORDINATED COMMUNITY BENEFIT SERVICE PROGRAMS AND ACTIVITIES PROMOTING THE HEALTH OF THE COMMUNITY. DURING THE LAST YEAR, QUEEN OF THE VALLEY MEDICAL CENTER DEDICATED $3,100 IN CARE FOR THE POOR FUNDS AND $4,531,393 TO HEALTHY COMMUNITIES AND COMMUNITY HEALTH INITIATIVES. THIS FUNDING MADE THE FOLLOWING PROGRAMS THAT PROMOTE HEALTH AND ACCESS TO CARE TO THE LOW INCOME POSSIBLE: COMMUNITY-BASED CHRONIC DISEASE MANAGEMENT FOR LOW-INCOME PERSONS LIVING WITH CHRONIC ILLNESS; MOBILE DENTAL CLINIC SERVICES FOR LOW-INCOME CHILDREN; OBESITY PREVENTION INITIATIVES INCLUDING A SCHOOL-BASED PROGRAM CALLED "HEALTHY FOR LIFE", "COOKING MATTERS", A PROGRAM OFFERING FREE, SIX-WEEK-LONG SERIES OF COOKING AND NUTRITION CLASSES TO LOW-INCOME FAMILIES; SUPPORT TO DEVELOP A COMMUNITY BREASTFEEDING COALITION; BEHAVIORAL HEALTH INITIATIVES INCLUDING PERINATAL EMOTIONAL WELLNESS AND COUNSELING, A COMMUNITY-BASED BEHAVIORAL HEALTH PROGRAM FOR UNDERSERVED OLDER ADULTS, AND BEHAVIORAL HEALTH SERVICES FOR UNDERSERVED CHRONICALLY ILL; COMMUNITY EDUCATION AND EMPOWERMENT INITIATIVES ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH SUCH AS, PARENT UNIVERSITY, BILINGUAL COMMUNITY HEALTH EDUCATION, AND PERINATAL EDUCATION; PARTNERSHIPS FOR COMMUNITY HEALTH PROVIDING SUPPORT FOR COMMUNITY COLLABORATIVE EFFORTS TOWARD MEETING IDENTIFIED COMMUNITY NEEDS SUCH AS ASTHMA COALITION, HEALTHY AGING, COMMUNITY HEALTH CLINIC OLE (FQHC), ADULT DAY SERVICES, INFANT CAR SEAT DISTRIBUTION AND INSTALLATION, AND FAMILY RESOURCE CENTERS TO NAME A FEW. | SCHEDULE H, PART VI, LINE 5 |
| AFFILIATED HEALTH CARE SYSTEM | QUEEN OF THE VALLEY MEDICAL CENTER IS A HEALING MINISTRY OF ST. JOSEPH HEALTH SYSTEM, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FINANCIAL ASSISTANCE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. OUR FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES A POLICY THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION THEN FUNDS PROGRAMS IN COMMUNITIES SERVED BY ST. JOSEPH HEALTH HOSPITALS THAT EXEMPLIFY THE FOUR CORE VALUES OF ST. JOSEPH HEALTH SYSTEM: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE. | SCHEDULE H, PART VI, LINE 6 |
| STATE FILING OF COMMUNITY BENEFIT REPORT | CALIFORNIA MINISTRIES REPORT TO CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT IN ACCORDANCE WITH CALIFORNIA SENATE BILL 697. | SCHEDULE H, PART VI, LINE 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALDEA | |||||||
| PO BOX 390 | NAPA | CA | 94559 | 942159248 | 501(C)(3) | 7000 | FY12-DONATION MENTAL HEALTH AND ADOPT FAMILY |
| AREA AGENCY ON AGING | |||||||
| 400 CONTRA COSTA STREET | VALLEJO | CA | 94590 | 942742309 | 501(C)(3) | 43200 | HEALTHY AGING POULATION INITIATIVE |
| CATHOLIC CHARITIES | |||||||
| 1219 JEFFERSON STREET | NAPA | CA | 94559 | 942479393 | 501(C)(3) | 10000 | COMMUNITY PARTNERSHIP TO SUPPORT THE RAINBOW HOUSE AND HOME BASE |
| COMMUNITY ACTION OF NAPA VALLEY | |||||||
| 2310 LAUREL STREET | NAPA | CA | 94559 | 941610851 | 501(C)(3) | 10500 | FY 11 SUPPORT FOR THE SAMARITAN HOUSE TO PURCHASE NEW WASHER & DRYER FOR LOCAL HOMELESS SHELTER |
| COPE FAMILY CENTER | |||||||
| 1340 FOURTH STREET | NAPA | CA | 94559 | 942322399 | 501(C)(3) | 5100 | FY 11 COMMUNITY PARTNERSHIP IN SUPPORT OF SAFETY NET SERVICES |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1333 THIRD ST | NAPA | CA | 94558 | 941294915 | 501(C)(3) | 6500 | FY-12 DONATION FEEDING THE HUNGRY PROGRAM |
| HOSPICE OF NAPA VALLEY | |||||||
| 414 SO JEFFERSON STREET | NAPA | CA | 94558 | 680393144 | 501(C)(3) | 22700 | FY 11 COMMUNITY PARTNERSHIP IN SUPPORT OF ADULT DAY SERVICES AND CAREGIVER SUPPORT GROUP |
| MY THREE SQUARES | |||||||
| 3150 18TH ST | SAN FRANCISCO | CA | 94110 | 453059509 | 501(C)(3) | 8500 | FY-12 DONATION COOKING MATTERS CLASSES IN NAPA COUNTY |
| NAPA VALLEY COMMUNITY HOUSING | |||||||
| 5 FINANCIAL PLAZA | NAPA | CA | 94558 | 942442233 | 501(C)(3) | 10000 | FY-12 LOW INCOME HOUSING-COMMUNITY PARTNERSHIP |
| PARENT-CHILD ADVOCACY NETWORK | |||||||
| 3299 CLAREMONT WAY | NAPA | CA | 94559 | 562498308 | 501(C)(3) | 7000 | FY-12 COMMUNITY PARTNER DONATION |
| WOLFE CENTER | |||||||
| 2310 FIRST STREET | NAPA | CA | 94558 | 942159248 | 501(C)(3) | 16842 | COMMUNITY PARTNERSHIP SUPPORTS AT RISK YOUTH AND GUARANTEES A NUTRITIONAL BREAKFAST FOR TEENS ENROLLED IN THE DRUG & ALCOHOL PROGRAM |
| MOORE IACOFANO GOLTSMAN INC | |||||||
| 800 HEARST AVE | BERKELEY | CA | 94710 | 943116998 | 501(C)(3) | 25000 | FY12-COMMUNITY NEEDS ASSESSMENT COLLABORATIVE |
| FAMILY SERVICES OF NAPA VALLEY | |||||||
| 709 FRANKLIN STREET | NAPA | CA | 94559 | 941236934 | 501(C)(3) | 141108 | PEI GRANT |
| CHILDRENS HEALTH INITIATIVE NAPACO | |||||||
| 2160 JEFFERSON ST 110 | NAPA | CA | 94559 | 251924934 | 501(C)(3) | 27500 | DONATION CHI |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | TotalNbrOf501C3AndGovtGrants |
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 | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | COMMUNITY BENEFIT CHARITABLE DONATIONS ARE CONDITIONED AND RESTRICTED TOWARD MEETING A SPECIFIC, IDENTIFIED COMMUNITY NEED. IN ADDITION, THE RECIPIENT AGENCY MUST REMAIN A NON-PROFIT, TAX-EXEMPT ORGANIZATION AND IS REQUIRED TO REPORT AN ACCOUNTING RELATIVE TO EXPENDITURE OF THE DONATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Severance Payment | true | 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DARRIN MONTALVO | |||||||||||||
| 0 | 580400 | 0 | 267503 | 0 | 185217 | 0 | 21676 | 0 | 30031 | 0 | 1084827 | 0 | 0 |
| ANGELA BURR | |||||||||||||
| 280035 | 0 | 0 | 0 | 0 | 0 | 16381 | 0 | 26937 | 0 | 323353 | 0 | 0 | 0 |
| PAUL DEUS | |||||||||||||
| 273717 | 0 | 0 | 0 | 0 | 0 | 21510 | 0 | 28550 | 0 | 323777 | 0 | 0 | 0 |
| ROBERT LEE | |||||||||||||
| 272160 | 0 | 0 | 0 | 69 | 0 | 26707 | 0 | 19757 | 0 | 318693 | 0 | 0 | 0 |
| MARYANN NELSON | |||||||||||||
| 253748 | 0 | 0 | 0 | 0 | 0 | 11686 | 0 | 26886 | 0 | 292320 | 0 | 0 | 0 |
| LYNETTE STARNES | |||||||||||||
| 231713 | 0 | 0 | 0 | 262 | 0 | 8796 | 0 | 25666 | 0 | 266437 | 0 | 0 | 0 |
| DENNIS SISTO | |||||||||||||
| 0 | 305906 | 0 | 100858 | 0 | 108993 | 0 | 22043 | 0 | 3857 | 0 | 541657 | 0 | 0 |
| BARBARA EUSEBIO | |||||||||||||
| 53228 | 0 | 0 | 0 | 193359 | 0 | 2684 | 0 | 6697 | 0 | 255968 | 0 | 0 | 0 |
| DONALD MILLER | |||||||||||||
| 247908 | 0 | 24590 | 0 | 226058 | 0 | 19599 | 0 | 19409 | 0 | 537564 | 0 | 152453 | 0 |
| WALTER MICKENS | |||||||||||||
| 152233 | 164369 | 0 | 28206 | 27918 | 34876 | 6130 | 3637 | 14398 | 1629 | 200679 | 232717 | 0 | 0 |
| VINCENT MORGESE MD | |||||||||||||
| 291517 | 0 | 29078 | 0 | 64614 | 0 | 11719 | 0 | 26590 | 0 | 423518 | 0 | 0 | 0 |
| JANET NORRIS | |||||||||||||
| 168618 | 0 | 10191 | 0 | 90638 | 0 | 12311 | 0 | 16824 | 0 | 298582 | 0 | 0 | 0 |
| ROBERT DIEHL | |||||||||||||
| 188095 | 0 | 19325 | 0 | 42056 | 0 | 10416 | 0 | 31760 | 0 | 291652 | 0 | 0 | 0 |
| ELAINE JOHN | |||||||||||||
| 164633 | 0 | 32159 | 0 | 37815 | 0 | 0 | 0 | 16072 | 0 | 250679 | 0 | 0 | 0 |
| SUSAN STANTON | |||||||||||||
| 177250 | 0 | 10858 | 0 | 28533 | 0 | 20833 | 0 | 19312 | 0 | 256786 | 0 | 0 | 0 |
| MICHEL RICCIONI | |||||||||||||
| 0 | 287700 | 0 | 90613 | 0 | 82849 | 0 | 12026 | 0 | 27252 | 0 | 500440 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 1A | ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTER'S FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH THE KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING DIRECTORS/OFFICERS RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. THE BENEFITS WERE PAID BY QUEEN OF THE VALLEY MEDICAL CENTER'S TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM. WALTER A. MICKENS $3,671 MICHEL RICCIONI $3,273 EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. |
| SCHEDULE J, PART I, LINE 3 | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O OF FORM 990, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY ST. JOSEPH HEALTH SYSTEM. | |
| SCHEDULE J, PART I, LINE 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAY: BARBARA EUSEBIO - $116,289 JANET NORRIS - $ 29,825 | |
| SCHEDULE J, PART I, LINE 4B | EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH THE PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUAL RECEIVED PAYMENT FROM THE 457(F) PLAN DURING THE YEAR: DONALD MILLER - $152,453 | |
| SCHEDULE J, PART I, LINE 7 | A PORTION OF EXECUTIVES SALARIES ARE PLACED "AT-RISK" AND ARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFOMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990,PART III, LINE 1 | AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), QUEEN OF THE VALLEY MEDICAL CENTER IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. OUR MISSION IS REALIZED THROUGH THE DELIVERY OF QUALITY IN-PATIENT AND OUT-PATIENT SERVICES, AND FOCUSED COMMUNITY INITIATIVES AND PROGRAMS THAT ARE DEDICATED TO IMPROVING THE LIVES OF ALL WE SERVE. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III LINE 4A | REALIZING OUR MISSION AS A MEMBER OF ST. JOSEPH HEALTH SYSTEM (SJHS), QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 50 YEARS. SERVING THE NAPA COUNTY REGION, QVMC IS A FULL-SERVICE ACUTE CARE 191 BED MEDICAL CENTER LOCATED WITHIN THE CITY AND COUNTY OF NAPA, AND IS THE MAJOR DIAGNOSTIC AND THERAPEUTIC MEDICAL CENTER FOR NAPA COUNTY AND THE SURROUNDING REGION. KEY MEDICAL CENTER SERVICES INCLUDE A COMMUNITY CANCER CENTER ACCREDITED BY THE AMERICAN COLLEGE OF SURGEONS (ACOS) WITH ACCOMMODATIONS, AS WELL AS ACCREDITATION IN RADIATION ONCOLOGY BY THE AMERICAN COLLEGE OF RADIOLOGY (ACR) AND THE AMERICAN SOCIETY FOR RADIATION ONCOLOGY (ASTRO). QVMC ALSO SUPPORTS A REGIONAL HEART CENTER, ROBOTIC AND MINIMALLY INVASIVE SURGERY CENTER, ACUTE REHABILITATION CENTER, NAPA COUNTY'S ONLY LEVEL III EMERGENCY TRAUMA CENTER, WOMEN'S HEALTH CENTER, THE AREA'S ONLY NEONATAL INTENSIVE CARE UNIT, AND A CHILDREN'S MOBILE DENTAL CLINIC. QVMC IS COMMITTED TO COMMUNITY WELLNESS AND IS ONE OF THE FIRST ACUTE CARE PROVIDERS TO SUCCESSFULLY DEVELOP AND IMPLEMENT A MEDICAL FITNESS CENTER, SYNERGY, IN THE WELLNESS CENTER ON THE MEDICAL CENTER CAMPUS. WITH OVER 1,400 EMPLOYEES COMMITTED TO REALIZING THE MISSION, QVMC IS ONE OF THE LARGEST EMPLOYERS IN THE NAPA COUNTY REGION. AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, QVMC IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBLITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. THREE MISSION OUTCOMES STRATEGICALLY GUIDE OUR MINISTRY WORK QYEEN OF THE VALLEY MEDICAL CENTER IS COMMITED TO THREE SYSTEMWIDE MISSION OUTCOMES: EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. THE CARE NETWORK IS A PROGRAM THAT SERVES LOW-INCOME, UNINSURED AND UNDERINSURED PERSONS LIVING WITH CHRONIC ILLNESS(ES). A NURSE AND SOCIAL WORK TEAM MAKES HOME VISITS AND HELPS THESE INDIVIDUALS OBTAIN EVERYTHING FROM BASIC NEEDS TO DISEASE MANAGEMENT SKILLS, ALL AT NO OUT OF POCKET EXPENSE TO THE PERSON SERVED. CARE NETWORK CLIENT STORY: EVEN WHEN SOMEONE WALKS DOWN A LONG, DARK PATH, THERE CAN BE LIGHT AT THE END OF THE TUNNEL. SUCH WAS THE CASE WITH MOLLY (NOT HER REAL NAME), A MULTIPLE SUBSTANCE ABUSER FOR MANY OF HER 50+ YEARS. HER ALCOHOLISM AND DRUG USE HAD DAMAGED HER HEALTH, CAUSED HER TO LOSE CUSTODY OF HER CHILDREN, AND TO LIVE A DIFFICULT LIFE. THEN QUEEN OF THE VALLEY'S CARE NETWORK TOUCHED HER LIFE. "WHEN WE BECAME INVOLVED WITH HER, MOLLY HAD HIT BOTTOM AND WAS READY TO MAKE CHANGES," REMEMBERED THE SOCIAL WORKER WHO ALONG WITH THE RN CASE MANAGER OF THE CHRONIC ILLNESS CARE NETWORK TEAM, ULTIMATELY HELPED TO LIFT MOLLY FROM THE DEPTHS SHE HAD REACHED. WHEN THE TEAM MET MOLLY, SHE WAS LIVING IN A HOMELESS SHELTER. A YEAR PRIOR, MOLLY HAD BEEN IN A HORRIFIC CAR ACCIDENT AND ENDURED A SIGNIFICANT BRAIN INJURY THAT CAUSED HER TO HAVE DIFFICULTY IN MAKING POSITIVE LIFE CHOICES. AFTER ONE DESPERATE NIGHT IN FEBRUARY 2012 "WHERE MOLLY DRANK HERSELF INTO OBLIVION AND CALLED 911 ON HERSELF," THE TEAM AND MOLLY HERSELF REALIZED SHE NEEDED TIME AT AN INPATIENT DRUG AND ALCOHOL REHABILITATION PROGRAM BEFORE SHE COULD BEGIN TO MAKE CHANGES. WHILE MOLLY WAS AT THE FACILITY, THE CARE NETWORK TEAM WORKED TO SECURE SOCIAL SECURITY BENEFITS, A MEDICAL HOME AND AN APARTMENT FOR HER. "SHE HADN'T HAD AN APARTMENT SINCE THE 1980S," SAID THE SOCIAL WORKER INVOLVED IN HER CASE. "AS AN IN-HOME CAREGIVER, SHE'S ALWAYS LIVED WITH AND TAKEN CARE OF OTHER PEOPLE AND NEVER TAKEN CARE OF HERSELF." BECAUSE MOLLY HAD NOT LIVED ON HER OWN FOR DECADES, THE SOCIAL WORKER HAD TO HELP HER RE-LEARN SKILLS OF DAILY LIVING, SUCH AS MANAGING MONEY, KEEPING A CALENDAR, AND PAYING BILLS ON TIME. MOLLY ALSO HAD TO LEARN HOW TO MANAGE HER HEALTH. MOLLY'S CARE NETWORK NURSE WORKED WITH HER TO ENSURE SHE KNEW HOW TO KEEP HER DIABETES UNDER CONTROL, MAKE HER DOCTORS' APPOINTMENTS AND MANAGE HER NEW MEDICATIONS. THROUGH THIS PROGRAM, THIS SERIES OF SUPPORTIVE INTERVENTIONS EXEMPLIFIES THE INDIVIDUAL "TOUCH" AND SACRED ENCOUNTER PROVIDED TO THE MOST VULNERABLE CHRONICALLY ILL IN NAPA COUNTY. ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. THE IMPORTANCE OF ORAL HEALTH IN THE CONTEXT OF OVERALL HEALTH AND QUALITY OF LIFE CANNOT BE UNDERSCORED. FOR CHILDREN, ORAL PAIN OR DISCOMFORT IMPACTS THE ABILITY TO CONCENTRATE IN SCHOOL, THE ABILITY TO EAT A HEALTHY DIET, AND CAN LEAD TO SERIOUS INFECTION AND OTHER MEDICAL PROBLEMS. IN LIGHT OF A COMMUNITY NEEDS ASSESSMENT INDICATING A NEED FOR ORAL HEALTH CARE FOR NAPA'S LOW-INCOME CHILDREN, QVMC IMPLEMENTED THE CHILDREN'S MOBILE DENTAL CLINIC IN 2005. AN IMPORTANT COMPONENT OF MOBILE DENTAL SERVICES INCLUDES ORAL HEALTH EDUCATION AIMED AT EMPOWERING PARENTS AND CHILDREN TO IMPROVE AND MAINTAIN ORAL HEALTH. WITH EACH VISIT, THE CHILD'S HEALTH HISTORY IS UPDATED AND EDUCAITON IS TAILORED TO MEET THE PATIENT'S NEEDS. RECENT DENTAL HEALTH DATA OF 340 RANDOM CHART AUDITS PERFORMED, 309 (91%) OF CHILDREN HAD IMPROVED ORAL HEALTH STATUS AT FOLLOW UP VISIT. IN ADDITION, OF 240 RANDOM CHART AUDITS PERFORMED, 198 (82.5%) OF CHILDREN WHO RECEIVED TREATMENT HAD REDUCED CARIES AT FOLLOW UP APPOINTMENT. ANOTHER SERVICE INITIATIVED BY THE MOBILE DENTAL CLINIC IS SEDATION DENTISTRY FOR UNINSURED OR UNDERINSURED CHILDREN. LOW-INCOME NAPA COUNTY CHILDREN REQUIRING EXTENSIVE ORAL TREATMENT HAD NO LOCAL ACCESS TO SEDATION OR ORAL SURGERY. IN RESPONSE TO THIS IDENTIFIED NEED QVMC'S MOBILE DENTAL DIRECTOR, IN COLLABORATION WITH QVMC'S OUTPATIENT SURGERY CENTER, IMPLEMENTED ACCESS TO ORAL SURGERY FOR LOW-INCOME CHILDREN. SEDATION OR ORAL SURGERY IS RESERVED FOR THOSE CHILDREN REQUIRING FULL MOUTH RESTORATION AND TREATMENT. THIS YEAR 9 LOW-INCOME CHILDREN RECEIVED ACCESS TO SEDATION OR ORAL SURGERY AT QVMC'S DECREASING THE STRESS AND TRAUMA OF EXTENSIVE ORAL TREATMENT WITHOUT SEDATION, WHILE RECEIVING THIS SERVICE WITHIN THEIR OWN COMMUNITY. |
| MOBILE DENTAL CLINIC PATIENT STORY: | LILLY (NOT HER REAL NAME) WAS AT HER WIT'S END. HER YOUNG SON'S ORAL INFECTION WAS RAGING OUT OF CONTROL AND HE WAS IN GREAT PAIN, BUT HE WOULD NOT ALLOW HIS MOUTH TO BE EXAMINED. SHE HAD TAKEN JAMES (NOT HIS REAL NAME) FROM DENTIST TO DENTIST, HOPING ONE COULD CONVINCE HER SON TO OPEN HIS MOUTH AND ACCEPT TREATMENT. FINALLY, JAMES' PEDIATRICIAN SUGGESTED SHE TAKE HER SON TO QUEEN OF THE VALLEY'S MOBILE DENTAL CLINIC. DESPERATE, LILLY BROUGHT HIM TO THE CLINIC, DESPITE HER DOUBTS ABOUT THEIR ABILITY TO GET ANY FURTHER WITH HIM THAN THE OTHER DENTISTS THEY HAD SEEN. BECAUSE THE BOY'S FAMILY WAS UNDERINSURED - THEIR DENTAL INSURANCE WOULD NOT COVER ALL THE SERVICES HE NEEDED - HE WAS ELIGIBLE FOR THE CLINIC'S SERVICES. THE DENTIST AT THE CLINIC WHO SAW JAMES LEARNED THAT THE BOY HAD MISSED SCHOOL MANY TIMES, COULDN'T SLEEP AT NIGHT, AND WAS TAKING A LARGE DOSE OF ANTIBIOTICS IN AN ATTEMPT TO CURB THE INFECTION, YET HE STILL REFUSED TO COOPERATE. SAID THE DENTIST: "I TOLD THE BOY, 'DON'T WORRY, I PROMISE NOT TO TOUCH YOU; I AM ASKING YOU JUST TO OPEN YOUR MOUTH.' AND WITH HIS MOM PROMISING HIM MANY THINGS, HE FINALLY OPENED HIS MOUTH...AND MY JAW DROPPED." THE DENTIST SAW SEVERE DECAY IN MULTIPLE TEETH, INCLUDING HIS SIX-YEAR OLD MOLARS, WHICH ARE PERMANENT TEETH. SHE KNEW THAT HE WOULDN'T HAVE THE PATIENCE FOR THE MANY HOURS OF TREATMENT REQUIRED, INCLUDING EXTRACTIONS, ROOT CANALS AND CROWNS. AFTER QUICKLY SURVEYING THE EXTENT OF DAMAGE, THE DENTIST DECIDED THE SAFEST, MOST COMFORTABLE WAY TO PERFORM ALL OF THE WORK NEEDED WAS TO DO IT WHILE JAMES WAS UNDER GENERAL ANESTHETIC. FORTUNATELY, QVMC MAKES AVAILABLE TO THE MOBILE DENTAL CLINIC AN OUTPATIENT SURGERY ROOM FOR JUST SUCH CASES. WANTING TO RELIEVE JAMES' PAIN AS SOON AS POSSIBLE, THE DENTIST SCHEDULED THE ROOM IMMEDIATELY AT THE HOSPITAL'S OUTPATIENT SURGERY FACILITY. "THE PROCEDURE TOOK ABOUT FOUR HOURS," SAID THE DENTIST. "WHEN WE WERE DONE, I ALMOST CRIED BECAUSE I WAS SO EMOTIONAL. NO CHILD SHOULD GO THROUGH SOMETHING LIKE THIS." IN ADDITION TO RESTORATIVE PROCEDURES, THE MOBILE CLINIC PROVIDES SCREENINGS, CLEANINGS, ROUTINE EXAMS, FLUORIDE TREATMENTS, SEALANTS AND INSTRUCTION IN DENTAL HYGIENE. IT DELIVERS THESE SERVICES TO APPROXIMATELY 4,000 CHILDREN PER YEAR AT 10 DIFFERENT LOCATIONS IN NAPA COUNTY. HOW IS JAMES DOING NOW? " HE'S DOING GREAT AND HE ACTUALLY LETS ME LOOK IN HIS MOUTH," SAID THE DENTIST. "HIS HYGIENE LOOKS GREAT." THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. ACCORDING TO THE CENTERS FOR DISEASE CONTROL, THE SOCIAL DETERMINANTS OF HEALTH ARE ECONOMIC AND SOCIAL CONDITIONS THAT INFLUENCE THE HEALTH OF PEOPLE AND COMMUNITIES. THESE SOCIAL DETERMINANTS OF HEALTH AFFECT FACTORS THAT ARE RELATED TO HEALTH OUTCOMES. EXAMPLES OF SOCIAL DETERMINANTS OF HEALTH INCLUDE ACCESS TO FOOD, HOUSING, QUALITY HEALTH SERVICES, AND LEVEL OF EDUCATION. ONE APPROACH FOR ADDRESSING SOCIAL DETERMINANTS OF HEALTH IS TO PROVIDE EDUCATION AND FACILITATE EMPOWERMENT FOR VULNERABLE POPULATIONS. QVMC IS A PRIMARY PROVIDER OF COMMUNITY HEALTH EDUCATION AMONG LOW-INCOME SPANISH-SPEAKING COMMUNITY MEMBERS IN NAPA. WE PROVIDE HEALTH EDUCATION THAT SEEKS TO TEACH COMMUNITY MEMBERS HOW TO PREVENT HEALTH PROBLEMS, NAVIGATE THE SYSTEM OF CARE, ENHANCE HEALTH AND WELLNESS AND EMPOWER CHANGES THAT CAN CONTRIBUTE TO HEALTH NOW AND IN THE FUTURE. ACCORDING TO 2012 MIGRATION POLICY INSTITUTE PROFILE OF IMMIGRANTS IN NAPA COUNTY, LATINOS ARE LEADING THE COUNTY'S POPULATION GROWTH. TWENTY SIX PERCENT OF HOUSEHOLDS IN NAPA COUNTY ARE LATINO IMMIGRANT HOUSEHOLDS. FOR THE 2008-09 SCHOOL YEAR, LATINOS WERE 46% OF STUDENTS IN NAPA COUNTY PUBLIC SCHOOLS, THE MAJORITY WERE ENGLISH LANGUAGE LEARNERS. DISPARITIES ARE EVIDENT IN ACADEMIC ACHIEVEMENT AND HEALTH. BETWEEN 2002 AND 2009, 11.3% OF LATINO HIGH SCHOOL GRADUATES IN NAPA VALLEY UNIFIED SCHOOL DISTRICT WERE ELIGIBLE TO ENTER THE UC/CSU SYSTEM, AS COMPARED TO 31.6% OF THEIR WHITE PEERS. ADDITIONALLY, THE 2010 NAPA COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED AN ONGOING NEED FOR HEALTH EDUCATION AIMED AT PREVENTION OF HEALTH PROBLEMS PARTICULARLY FOR THOSE DISPROPORTIONATELY AFFECTED BY HEALTH CONDITIONS. TO IMPROVE SELF-EFFICACY AND CONTRIBUTE TO LIFELONG HEALTH AND WELLBEING, QUEEN OF THE VALLEY HAS IMPLEMENTED A PROGRAM TITLED PARENT UNIVERSITY. PARENT UNIVERSITY IS OFFERED AT 4 DIFFERENT UNDERSERVED ELEMENTARY SCHOOLS WITH HIGH NUMBERS OF STUDENTS THAT SPEAK ENGLISH AS A SECOND LANGUAGE TO SPANISH. OVER 50 DIFFERENT CLASS CURRICULUMS ARE OFFERED TO SPANISH SPEAKING PARENTS. CLASSES INCLUDE PARENTING, INTRODUCTION TO COMPUTER, HOW TO PARTICIPATE IN PARENT TEACHER CONFERENCES, HOW TO VOLUNTEER IN THE SCHOOL OR CLASSROOM, HELPING WITH HOMEWORK, LEADERSHIP, AND HEALTH. PARENT UNIVERSITY CLIENT STORY: THREE YEARS AGO, LUISA (NOT HER REAL NAME) ATTENDED AN ORIENTATION FOR A NEW PROGRAM CALLED NAPA VALLEY PARENT UNIVERSITY, OFFERED BY QUEEN OF THE VALLEY'S COMMUNITY OUTREACH DEPARTMENT. SHE IMMEDIATELY CONNECTED WITH THE PROGRAM'S UNDERLYING PRECEPT: PARENTS HAVE THE POWER TO SIGNIFICANTLY BOOST THEIR CHILD'S ACADEMIC SUCCESS BY BECOMING INVOLVED IN THEIR EDUCATIONAL EXPERIENCE. FOR SOME PARENTS, CULTURAL OR LANGUAGE BARRIERS CAN DETER THEM FROM VOLUNTEERING IN THE CLASSROOM, REACHING OUT TO TEACHERS, ASSISTING THEIR CHILDREN WITH HOMEWORK, OR PARTICIPATING IN PARENT-TEACHER GROUPS. NAPA VALLEY PARENT UNIVERSITY PROVIDES FREE CLASSES THAT HELP PARENTS OVERCOME THESE BARRIERS TO BECOME EFFECTIVE LEADERS, ADVOCATES, AND VOLUNTEERS AT THEIR CHILDREN'S SCHOOLS. LUISA IMMEDIATELY RECOGNIZED THE OPPORTUNITY TO ASSIST HER TWO BOYS, THE OLDER OF WHOM WAS STRUGGLING IN SCHOOL. SHE STARTED TAKING AS MANY PARENTING CLASSES AS POSSIBLE, VOLUNTEERING IN HER SONS' CLASSROOMS, IMPROVING HER ENGLISH, AND FINDING OTHER WAYS SHE COULD PARTICIPATE IN SCHOOL ACTIVITIES. "MY CHILDREN ARE MY BIGGEST MOTIVATION OF WHY I STARTED, AND HAVE CONTINUED, TO TAKE CLASSES, AND TO BE INVOLVED. PARENT UNIVERSITY HAS OFFERED ME THE TOOLS I NEED TO BE A BETTER PARENT AND HELP MY CHILDREN WITH THEIR EDUCATION," SAID LUISA. LUISA'S INCREASED PRESENCE IN THE CLASSROOM, MORE FREQUENT COMMUNICATION WITH TEACHERS, AND GREATER UNDERSTANDING OF HOW THE EDUCATIONAL SYSTEM WORKS, HAVE ENHANCED HER CHILDREN'S ACADEMIC PROGRESS AND HELPED HER SERVE AS A ROLE MODEL. "THEY ARE VERY GLAD TO HAVE MOM INVOLVED. THEY SEE IT AS SOMETHING THAT HELPS TO MOTIVATE THEM TO DO WELL IN SCHOOL. THEY LIKE THE FACT THAT I HELP IN CLASS AND ALSO TAKE CLASSES, BECAUSE IT SHOWS THEM I CARE ABOUT THEIR EDUCATION," SHE SAID. THROUGH PARENT UNIVERSITY, LUISA HAS ALSO EXPERIENCED PERSONAL GROWTH. "ONE OF THE BIGGEST CHANGES IS THAT HER CONFIDENCE HAS DEFINITELY GONE UP," SAID THE COORDINATOR OF PARENT UNIVERSITY. "WHEN SHE FIRST STARTED ATTENDING SOME OF THE CLASSES, SHE WOULDN'T PARTICIPATE IN GROUP DISCUSSION. NOW IT ALMOST SEEMS THAT IF YOU PUT HER IN A SITUATION WHERE SHE WOULD HAVE TO LEAD THE CONVERSATION, SHE WOULD DO IT IN A HEARTBEAT, SOMETHING SHE NEVER IMAGINED HERSELF DOING BEFORE." LUISA ALSO REPORTED THAT HER CONFIDENCE IN USING COMPUTERS HAS STEADILY GROWN, THROUGH THE CLASSES AT PARENT UNIVERSITY." BEFORE TAKING THE CLASSES, I WAS VERY FEARFUL OF EVEN TOUCHING A COMPUTER, AND NOW I CAN USE EMAIL, RESEARCH WHATEVER I NEED TO FIND ON THE INTERNET AND EVEN PAY MY BILLS." FOUR ELEMENTARY SCHOOLS IN NAPA COUNTY CURRENTLY OFFER PARENT UNIVERSITY CLASSES. DURING THE 2011-12 SCHOOL YEAR, 915 PARENTS ATTENDED AT LEAST ONE OF THE 59 CLASSES PRESENTED. AN IMPRESSIVE 175 ATTENDED MORE THAN 20 HOURS OF CLASSES DURING THE YEAR. BECAUSE OF ITS SUCCESS, PARENT UNIVERSITY HAS SHOWN NAPA COUNTY SCHOOLS, ADMINISTRATORS AND TEACHERS THAT PARENTS, ONCE EMPOWERED, HAVE MUCH TO CONTRIBUTE. REPORTED ONE PRINCIPAL: "OUR SCHOOL HAS NOT HAD PARENT HELP VERY MUCH BEFORE PARENT UNIVERSITY, SO TEACHERS WEREN'T USED TO THAT. WHEN THE PROGRAM BEGAN, AND WE STARTED GETTING PARENTS IN THE CLASSROOM, THE TEACHERS SAID, 'WOW, THEY ARE SO HELPFUL." | |
| PROGRAM SERVICE ACCOMPLISHMENTS | COMMUNITY BENEFIT FINANCIAL ASSISTANCE PROGRAM OUR MISSION CALLS US TO PROVIDE QUALITY CARE TO ALL OUT PATIENTS REGARDLESS OF ABILITY TO PAY. WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY QUEEN OF THE VALLEY MEDICAL CENTER HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE AND/OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. FACTORS USED IN DETERMINING ELIGIBILITY FOR PATIENT FINANCIAL ASSISTANCE INCLUDE INCOME LEVEL, ASSET LEVEL, AND MEDICAL INDIGENCE. IN FY 12 QVMC PROVIDED FINANCIAL ASSISTANCE TO 6,039 PERSONS. SINCE ITS BEGINNING QUEEN OF THE VALLEY MEDICAL CENTER EXTENDED ITS ROLE FAR BEYOND THE TRADITIONAL MEDICAL MODEL AND HAS DEDICATED ITSELF TO SERVING AS A CATALYST IN PROMOTING AND SAFEGUARDING THE HEALTH OF THE COMMUNITY. WE CONTINUE OUR COMMITMENT TO WORK COLLABORATIVELY AS A KEY COMMUNITY PARTNER TO ENHANCE THE HEALTH AND QUALITY OF LIFE FOR NAPA COUNTY'S MOST VULNERABLE COMMUNITIES. THROUGH THE COMMUNITY OUTREACH DEPARTMENT, QVMC PROVIDES PROGRAMS AND COMMUNITY SUPPORT TO ADDRESS UNMET OR CRITICAL HEALTH RELATED NEEDS AND IMPROVE THE HEALTH OF THE COMMUNITY AT-LARGE, PARTICULARLY FOR LOW-INCOME UNDERSERVED COMMUNITY MEMBERS. COMMUNITY OUTREACH WORKS IN CONCERT WITH COMMUNITY PARTNERS TO EXPAND ACCESS, LEVERAGE RESOURCES, AND ADDRESS BROAD COMMUNITY CONCERNS. IN ADDITION TO THE FINANCIAL ASSISTANCE PROGRAM AND THE UNPAID COST OF MEDICAID AND OTHER MEANS TESTED PROGRAMS, QVMC HAS DEVELOPED AND IMPLEMENTED COMMUNITY BENEFIT PROGRAMS TO ADDRESS IDENTIFIED COMMUNITY HEALTH NEEDS. AREAS ADDRESSED INCLUDE AFFORDABLE DENTAL CARE, OBESITY PREVENTION, CHRONIC DISEASE MANAGEMENT, BEHAVIORAL HEALTH, COMMUNITY EDUCATION AND EMPOWERMENT, AND PARTNERSHIPS FOR COMMUNITY HEALTH. WITHIN THESE CATEGORIES QVMC PROVIDES, OR PARTNERS WITH OTHER NONPROFITS TO PROVIDE OVER 17 PROGRAMS AND SERVICES. AFFORDABLE DENTAL CARE: THE IMPORTANCE OF ORAL HEALTH IN THE CONTEXT OF OVERALL HEALTH AND QUALITY OF LIFE CANNOT BE UNDERSCORED. FOR CHILDREN, ORAL PAIN OR DISCOMFORT IMPACTS THE ABILITY TO CONCENTRATE IN SCHOOL, THE ABILITY TO EAT A HEALTHY DIET, AND CAN LEAD TO SERIOUS INFECTION AND OTHER MEDICAL PROBLEMS. IN LIGHT OF A COMMUNITY NEEDS ASSESSMENT INDICATING A NEED FOR ORAL HEALTH CARE FOR NAPA'S LOW-INCOME CHILDREN, QVMC IMPLEMENTED THE CHILDREN'S MOBILE DENTAL CLINIC IN 2005. THE DENTAL CLINIC CURRENTLY PROVIDES COMPREHENSIVE DENTAL SERVICES FOR OVER 2,400 ACTIVE PATIENTS. OBESITY PREVENTION: CHILDHOOD OBESITY IN THE UNITED STATES HAS MORE THAN TRIPLED IN THE PAST THIRTY YEARS, AND CARRIES BOTH IMMEDIATE AND LONG-TERM HEALTH IMPACTS. CHILDREN AND ADOLESCENTS WHO ARE OBESE ARE AT GREATER RISK FOR BONE AND JOINT PROBLEMS, SLEEP APNEA, AND ARE MORE LIKELY THAN NORMAL WEIGHT PEERS TO BE TEASED AND STIGMATIZED WHICH CAN LEAD TO POOR SELF-ESTEEM. MOREOVER, OBESE YOUTH ARE MORE LIKELY TO HAVE RISK FACTORS FOR CARDIOVASCULAR DISEASE, SUCH AS HIGH CHOLESTEROL OR HIGH BLOOD PRESSURE. FINALLY, OVERWEIGHT AND OBESE YOUTH ARE MORE LIKELY THAN NORMAL WEIGHT PEERS TO BE OVERWEIGHT OR OBESE ADULTS AND ARE THEREFORE AT RISK FOR THE ASSOCIATED ADULT HEALTH PROBLEMS, INCLUDING HEART DISEASE, TYPE 2 DIABETES, STROKE, SEVERAL TYPES OF CANCER, AND OSTEOARTHRITIS. IN NAPA COUNTY, 17% OF PRESCHOOL CHILDREN AGES 2-4 LIVING IN HOUSEHOLDS WITH AN INCOME LESS THAN 200% OF THE FEDERAL POVERTY LEVEL WERE OBESE WITH BMI'S ABOVE THE 95TH PERCENTILE (NAPAHEALTHMATTERS.ORG). IN AN EFFORT TO ADDRESS THIS CRITICAL HEALTH ISSUE, QVMC HAS IMPLEMENTED A VARIETY OF INITIATIVES TARGETING NEWBORNS TO ENTIRE FAMILIES. HEALTHY FOR LIFE: ST. JOSEPH HEALTH SYSTEM ADOPTED A SYSTEM-WIDE, SCHOOL-BASED CHILDHOOD OBESITY PREVENTION PROGRAM TITLED "HEALTHY FOR LIFE," DESIGNED TO EMPHASIZE LIFELONG FITNESS AND HEALTHY EATING BEHAVIORS AMONG CHILDREN AND ADOLESCENTS. THE PROGRAM INCORPORATES PHYSICAL ASSESSMENTS BY PEDIATRICIANS, THE PROVISION OF TRAINING AND EXERCISE EQUIPMENT TO SCHOOLS, AS WELL AS GUEST INSTRUCTORS FOR A VARIETY OF CLASSES INCLUDING KICK BOXING, CIRCUIT TRAINING AND NUTRITION. BREASTFEEDING EDUCATION: STUDIES SHOW THAT BREASTFEEDING REDUCES RISK OF OBESITY. ACCORDING TO THE CHILDREN NOW 2010 REPORT CARD, RATES OF BREASTFEEDING IN THE HOSPITAL ARE ON A DOWNWARD TREND FROM 2008. QVMC PROVIDED $5,000 IN COMMUNITY BENEFIT SUPPORT AND IN-KIND STAFF TIME TOWARD THE DEVELOPMENT OF A COMMUNITY BREAST FEEDING COALITION. COMMUNITY NUTRITION EDUCATION: COORDINATED AND IMPLEMENTED THROUGH QVMC COMMUNITY BENEFIT IS "COOKING MATTERS," A PROGRAM OFFERING FREE, SIX-WEEK-LONG SERIES OF COOKING AND NUTRITION CLASSES TO LOW-INCOME FAMILIES. CLASSES ARE TAUGHT BY VOLUNTEER CULINARY AND NUTRITION INSTRUCTORS WORKING IN TEAMS. IN ADDITION TO COOKING MATTERS, QVMC OFFERS BILINGUAL COMMUNITY HEALTH EDUCATION SPECIFIC TO NUTRITION AND HEALTHY LIFESTYLE BEHAVIORS IN OVER 10 UNDERSERVED LOCATIONS THROUGHOUT NAPA COUNTY. CHRONIC DISEASE MANAGEMENT: CHRONIC DISEASE IS AMONG THE MOST PREVALENT AND COSTLY OF ALL HEALTH PROBLEMS. ADEQUATE MANAGEMENT OF CHRONIC DISEASES IS DIFFICULT ENOUGH FOR PERSONS WITH FINANCIAL RESOURCES AND SOCIAL SUPPORT. HOWEVER, FOR THOSE WITH FEW FINANCIAL RESOURCES AND/OR SOCIAL SUPPORTS CHRONIC DISEASE MANAGEMENT CAN BE OVERWHELMING. RESEARCH HAS DEMONSTRATED THAT CHRONIC DISEASE CARE IS MOST EFFECTIVE IN AN OUTPATIENT CARE SETTING. USE OF THE EMERGENCY DEPARTMENT AND IN-PATIENT HOSPITAL CARE IS COSTLY AND LESS EFFECTIVE IN IMPROVING THE QUALITY OF LIFE FOR PATIENTS WITH CHRONIC CONDITIONS. AS A RESULT, QVMC HAS DEVELOPED THE CARE NETWORK, AN AMERICAN HOSPITAL ASSOCIATION NOVA AWARD WINNING PROGRAM, TO ENABLE COMMUNITY DWELLING RESIDENTS WITH CHRONIC DISEASE ACCESS TO DISEASE MANAGEMENT AND SOCIAL SERVICES MAXIMIZING WELLNESS AND QUALITY OF LIFE. BEHAVIORAL HEALTH: RESEARCH INDICATES THAT MENTAL HEALTH DISORDERS ARE AMONG THE MOST IMPORTANT CONTRIBUTORS TO THE BURDEN OF DISEASE AND DISABILITY NATIONWIDE. EVEN MORE THAN OTHER AREAS OF HEALTH AND MEDICINE, THE MENTAL HEALTH FIELD IS PLAGUED BY DISPARITIES IN THE AVAILABILITY OF AND ACCESS TO ITS SERVICES. ACCESS TO LOW COST MENTAL HEALTH SERVICES RANKED AS A TOP PRIORITY IN THE LAST TWO COMMUNITY HEALTH NEEDS ASSESSMENTS FOR NAPA COUNTY. TO ADDRESS THIS NEED, QVMC TOOK A MULTIPRONGED APPROACH. IN 2006 QVMC LAUNCHED A PERINATAL EMOTIONAL WELLNESS PROGRAM PROVIDING FREE COUNSELING AND REFERRAL SERVICES FOR PREGNANT AND POSTPARTUM WOMEN EXPERIENCING DEPRESSION AND OTHER BEHAVIORAL HEALTH CONCERNS. IN 2008 QVMC INTEGRATED BEHAVIORAL HEALTH INTO THE CHRONIC DISEASE MANAGEMENT PROGRAM, CARE NETWORK, PROVIDING FREE MENTAL HEALTH SERVICES TO LOW-INCOME CHRONICALLY ILL CLIENTS. MOST RECENTLY, IN FY 12 QVMC PARTNERED IN THE LAUNCH OF "HEALTHY MINDS, HEALTHY AGING", A COMMUNITY-BASED BEHAVIORAL HEALTH INITIATIVE FOR UNDERSERVED OLDER ADULTS AT RISK FOR BEHAVIORAL OR COGNITIVE HEALTH ISSUES. SERVICES ARE BILINGUAL, IN SPANISH/ENGLISH AND INCLUDE COGNITIVE AND BEHAVIORAL HEALTH ASSESSMENTS, CASE MANAGEMENT, BEHAVIORAL HEALTH SESSIONS/THERAPY SESSIONS, AS WELL AS COMMUNITY PRESENTATIONS, CAREGIVER TRAINING AND SUPPORT, AND HEALTH CARE PROVIDER OUTREACH AND TRAINING. COMMUNITY EDUCATION AND EMPOWERMENT INVOLVE PROGRAMS THAT ADDRESS THE SOCIAL DETERMINANTS OF HEALTH AND PROVIDE EDUCATION AND FACILITATE EMPOWERMENT FOR VULNERABLE POPULATIONS. QVMC IS A PRIMARY PROVIDER OF COMMUNITY HEALTH EDUCATION AMONG LOW-INCOME SPANISH-SPEAKING COMMUNITY MEMBERS IN NAPA. WE PROVIDE HEALTH EDUCATION THAT SEEKS TO TEACH COMMUNITY MEMBERS HOW TO PREVENT HEALTH PROBLEMS, NAVIGATE THE SYSTEM OF CARE, ENHANCE HEALTH AND WELLNESS AND EMPOWER CHANGES THAT CAN CONTRIBUTE TO HEALTH NOW AND IN THE FUTURE. ACCORDING TO 2012 MIGRATION POLICY INSTITUTE PROFILE OF IMMIGRANTS IN NAPA COUNTY, LATINOS ARE LEADING THE COUNTY'S POPULATION GROWTH. TWENTY SIX PERCENT OF HOUSEHOLDS IN NAPA COUNTY ARE IMMIGRANT HOUSEHOLDS. FOR THE 2008-09 SCHOOL YEAR LATINOS WERE 46% OF STUDENTS IN NAPA COUNTY PUBLIC SCHOOLS, THE MAJORITY WERE ENGLISH LANGUAGE LEARNERS. DISPARITIES ARE EVIDENT IN ACADEMIC ACHIEVEMENT AND HEALTH. BETWEEN 2002 AND 2009, 11.3% OF LATINO HIGH SCHOOL GRADUATES IN NVUSD WERE ELIGIBLE TO ENTER THE UC/CSU SYSTEM, AS COMPARED TO 31.6% OF THEIR WHITE PEERS. ADDITIONALLY, THE 2010 NAPA COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED AN ONGOING NEED FOR HEALTH EDUCATION AIMED AT PREVENTION OF HEALTH PROBLEMS PARTICULARLY FOR THOSE DISPROPORTIONATELY AFFECTED BY HEALTH CONDITIONS. QVMC HAS IMPLEMENTED THREE INITIATIVES FACILITATING COMMUNITY EDUCATION AND EMPOWERMENT: PARENT UNIVERSITY, PERINATAL EDUCATION SERIES (PRE AND POST NATAL CLASSES FOR PARENTS AND SIBLINGS), AND A BILINGUAL COMMUNITY HEALTH EDUCATION CURRICULUM WITH A VARIETY OF TOPICS. FOR MORE INFORMATION ABOUT QUEEN OF THE VALLEY MEDICAL CENTER PLEASE VISIT WWW.THEQUEEN.ORG FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG. | |
| DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI LINE 6 | ST JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF QUEEN OF THE VALLEY MEDICAL CENTER. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, LINE 7A | QUEEN OF THE VALLEY MEDICAL CENTER HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE QUEEN OF THE VALLEY MEDICAL CENTER BOARD. ALL TRUSTEES APPOINTMENTS THAT COME FROM THE QUEEN OF THE VALLEY MEDICAL CENTER BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. |
| DESCR CLASSES OF PERSON, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, LINE 7B | THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGE OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. |
| PROCESS USED BY MANAGEMENT AND/OR GOVERNING BOY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2013 MEETING. DURING THE FINANCE, AUDIT & COMPLIANCE COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE, AUDIT & COMPLIANCE COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING. |
| DESCRIPTION OF PROCESS TO MONITOR CONFLICT OF INTEREST | FORM 990, PART VI, LINE 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE COMPLIANCE OFFICER, WHO THEN REPORTS IT TO THE QUEEN OF THE VALLEY MEDICAL CENTER FINANCE/COMPLIANCE COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE'S FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMEDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. |
| OFFICES & POSITION FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, LINES 15A AND 15B | THE CHIEF EXECUTIVE OFFICER OF QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM, QVMC'S TAX EXEMPT PARENT. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS AND BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHISOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR PROFIT HEATLH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2012. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. QUEEN OF THE VALLEY MEDICAL CENTER AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990. |
| HOURS DEVOTED TO RELATED ORGANIZAITONS | FORM 990, PART VII | CERTAIN EXECUTIVES AND BOARD MEMBERS OF THIS ORGANIZATION ALSO DEVOTED TIME TO OTHER ENTITIES RELATED TO THE FILING ORGANIZATION. THE HOURS DEVOTED TO THE RELATED ORGANIZATIONS ARE NOT GENERALLY TRACKED BY ENTITY. |
| OTHER CHANGES IN NET ASSETS/FUND BALANCE | FORM 990, PART XI, LINE 5 | UNREALIZED LOSSES $(2,329,707) EQUITY TRANSFER FROM SJHS $ 1,000,072 PPE EQUITY TRANSFER $ 371,072 PY CONTRIBUTION EXPENDED THRU B/S ACCOUNTS $( 622,078) ROUNDING $ 1,866 ------------ TOTAL $(1,578,775) |
| OVERSIGHT OF SELECTION PROCESS | FORM 990, PART XII, LINE 2C | THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVES THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
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 PARTNERS | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11,I | CHS | true |
| COVENANT HEALTH SYSTEM | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS | true |
| COVENANT HEALTH SYSTEM FOUNDATION | ||||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS | true |
| COVENANT MEDICAL GROUP | ||||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS | true |
| 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 REG MED CTR FDN | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 330406118 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC | true |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | 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 |
| REDWOOD MEMORIAL HOSPITAL | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| SANTA ROSA MEMORIAL HOSPITAL | ||||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | true |
| SISTERS OF ST JOSEPH OF ORANGE | ||||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA | false |
| SRM ALLIANCE HOSPITAL SERVICES | ||||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | HEALTHCARE | CA | 501(C)(3) | 3 | SRMH | true |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | ||||||||||
| PO BOX 552 | SANTA ROSA | CA | 95405 | 680338070 | INACTIVE | CA | 501(C)(3) | 11, I | 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 | 953589356 | 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 | ||||||||||
| 279 E IMPERIAL HWY 750 | FULLERTON | CA | 92835 | 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 JUDE MEMORIAL FOUNDATION | ||||||||||
| 1440 N HARBOR BLVD 200 | FULLERTON | CA | 92835 | 953607229 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJMC | 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 |
| QUEEN OF THE VALLEY MEDICAL CENTER FDN | ||||||||||
| PO BOX 2069 | NAPA | CA | 94558 | 237081153 | SUPPORT | CA | 501(C)(3) | 11, I | NA | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType |
|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HLTH SYS HOME HLTH AGENCY | ||||||||
| 1845 W ORANGEWOOD AVE STE 200 | ORANGE | CA | 92868 | 330282945 | 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 I LLC | ||||||||
| REAL ESTATE | CA | NA | N/A | |||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH PROF SVCS ENTERPRISES INC | |||||||||||||||
| 3345 MICHELSON DR STE 100 | IRVINE | CA | 92612 | 330155323 | HEALTHCARE SVCS | CA | NA | C CORP | 0 | 0 | 0.00000 | ||||
| AMERICAN UNITY GROUP LTD | |||||||||||||||
| CAPTIVE INSURANCE | NA | C CORP | 0 | 0 | 0.00000 | 58 PAR-LA-VILLE ROAD | HAMILTON HM HX | BD | BD | ||||||
| ALLIANCE PHYSICIAN SERVICES | |||||||||||||||
| INACTIVE | CA | NA | C CORP | 0 | 0 | 0.00000 | |||||||||
| MISSION VIEJO MEDICAL VENTURES | |||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330212905 | HEALTHCARE SVCS | CA | NA | C CORP | 0 | 0 | 0.00000 | ||||
| MISSION MEDICAL CENTER ASSOCIATION | |||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330201044 | HEALTHCARE SVCS | CA | NA | C CORP | 0 | 0 | 0.00000 | ||||
| ST JOSEPH YORBA PARK | |||||||||||||||
| INACTIVE | CA | NA | C CORP | 0 | 0 | 0.00000 | |||||||||
| LUBBOCK METHODIST HOSPITAL SVCS | |||||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | NA | C CORP | 0 | 0 | 0.00000 | ||||
| LUBBOCK METHODIST HOSP PRACTICE MGMT | |||||||||||||||
| 2107 OXFORD STREET SUITE 300 | LUBBOCK | TX | 79410 | 752578995 | INACTIVE | TX | NA | C CORP | 0 | 0 | 0.00000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | 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 |
| 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||
| C | 1437109 | ACCRUAL |
| SANTA ROSA MEMORIAL HOSPITAL | ||
| N | 138058 | ACCRUAL |
| AMERICAN UNITY GROUP LTD | ||
| Q | 552897 | ACCRUAL |
| ST JUDE HOSPITAL YORBA LINDA | ||
| Q | 3597978 | ACCRUAL |
| QUEEN OF THE VALLEY MEDICAL CENTER FOUNDATION | ||
| C | 1411839 | ACCRUAL |
| QUEEN OF THE VALLEY MEDICAL CENTER FOUNDATION | ||
| K | 1682589 | 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: 4000 24TH STREET 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 DR 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 | Explanation |
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