2013-05-13T15:38:57-05:00 2012-06-30 ERNST & YOUNG US LLP 18111 VON KARMAN AVENUE SUITE 1000 IRVINE CA 92612 990 2011-07-01 330143024 ST JOSEPH HEALTH SYSTEM FOUNDATION % DARRIN MONTALVO STJO 9493814000 3345 MICHELSON DR IRVINE CA 92612 DEBORAH PROCTOR 2013-05-13 9497942300 2011 2016-02-24 21:20:13Z X GABRIELA ROBLES SAME AS C ABOVE IRVINE CA 928684507 23790413 false 0928 X WWW.STJHS.ORG/SJHSPROGRAMS/FOUNDATION X 1985 CA WE PROVIDE FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELL- BEING OF THE POOR, AND UTILIZE THE STRENGTH AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. 7 4 0 4 0 22436200 21053195 0 0 5040462 2689718 0 0 27476662 23742913 16347210 16391388 0 0 0 0 0 0 0 507199 657852 16854409 17049240 10622253 6693673 91500280 96892561 286378 0 91213902 96892561 X SEE SCHEDULE O false false 16583709 16391388 0 SEE SCHEDULE O 16583709 true true false false false false false false false false false false false true false true false true false false false true false false false false false true false true false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false false false X 7 4 false false false false true true true true true false false true true true true true true false false false CA X DARRIN MONTALVO 9493814000 3345 MICHELSON DR STE 100 IRVINE CA 92612 X DEBORAH PROCTOR 5.0 X X 0 1969123 306633 DOTTIE ANDREWS 2.0 X 0 0 0 JAIME MUNOZ 2.0 X X 0 0 0 JO SANDERSFELD 2.0 X 0 313302 34949 LEAH ERSOYLU 2.0 X 0 0 0 SORA PARK TANJASIRI DRPH 2.0 X 0 0 0 ELLIOT STERNBERG MD 2.0 X 0 981391 49352 TOM MAHOWALD 2.0 X X 0 463798 47418 0 3727614 438352 0 false true false 0 21027895 25300 21053195 0 2689718 2689718 0 0 47500 47500 0 0 0 0 0 0 23742913 2689718 X 16006555 16006555 0 384833 384833 0 0 0 0 0 0 0 381500 381500 0 0 0 0 0 247862 171562 76300 0 3166 3166 7731 7731 0 0 17593 17593 0 0 0 0 0 0 17049240 16583709 465531 0 0 0 3858794 5310799 0 0 0 0 0 0 0 0 0 0 0 0 0 0 39972 82820248 86717665 0 0 0 0 0 0 4781266 4864097 91500280 96892561 8378 0 278000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 286378 0 X 91204315 96882674 9587 9887 0 0 91213902 96892561 91500280 96892561 X 6693673 -1015014 X X false true true X false X 14966583 3323181 26263110 22436200 21052895 88041969 14966583 3323181 26263110 22436200 21052895 88041969 88041969 4033193 0 3519987 5106600 2689718 15349498 103391467 0 0.85154 0.81364 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INTEREST RECEIVABLE 1206 INTERCOMPANY RECEIVABLES 4862891 4864097 0 0 CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) SCHEDULE D, PART X, LINE 2 ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2012 OR 2011. true Central America and the Caribbean Grantmaking 384833 384833 384833 Cent. America/Caribbean REBUILD HOSPITAL IN HAITI 333333 CHECK Cent. America/Caribbean RELOCATION OF TEACHING CLINIC DUE TO FLOODING 26500 CHECK Cent. America/Caribbean ASSIT COOPERATIVES TO RECOVER FROM LIVESTOCK AND CROP DESTRUCTION. 25000 CHECK 3 false false false false false false ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE F, PART I, LINE 2 FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS ON THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES. ORGANIZATION'S METHOD FOR ACCOUNTING FOR GRANTS SCHEDULE F, PART II, LINE 1, COLUMN E ST. JOSEPH HEALTH SYSTEM FOUNDATION USES THE ACCRUAL METHOD FOR ACCOUNTING FOR GRANTS. true BETHANY 480 S BATAVIA ST ORANGE CA 92868 951643383 501(C)(3) 25000 25TH ANNIVERSARY AWARD BOYS AND GIRLS OF BUENA PARK 7758 KNOTT AVENUE BUENA PARK CA 90620 951808525 501(C)(3) 25000 25TH ANNIVERSARY AWARD BREAST CANCER SOLUTIONS 3843 S BRISTOL ST 152 SANTA ANA CA 92704 330765783 501(C)(3) 50000 WELLNESS&PREVENTION CAMINO HEALTH CENTER 30300 CAMINO CAPISTRANO SAN JUAN CASPISTRANO CA 92675 330574214 501(C)(3) 75000 WELLNESS&PREVENTION CAMINO HEALTH CENTER 30300 CAMINO CAPISTRANO SAN JUAN CASPISTRANO CA 92675 330574214 501(C)(3) 10000 DONATION FOR DENTAL EQUIPMENT CASA TERESA 123 WEST MAPLE AVE ORANGE CA 92866 953251986 501(C)(3) 40000 WELLNESS&PREVENTION CHILDREN'S HEALTH INITIATIVE NAPA COUNTY 2160 JEFERSON STREET NAPA CA 94559 251924934 501(C)(3) 22493 WELLNESS&PREVENTION COMMUNITY ACTION PARTNERSHIP 11870 MONARCH ST GARDEN GROVE CA 92841 952452787 501(C)(3) 81250 COMMUNITY BUILDING INITIATIVE COVENANT HEALTH SYSTEM 3615 19TH ST LUBBOCK TX 79410 752765566 501(C)(3) 1917503 CARE FOR THE POOR DRUG ABUSE ALTERNATIVES CENTER 2403 PROFESSIONAL DR SANTA ROSA CA 95403 941694676 501(C)(3) 34544 WELLNESS&PREVENTION FAMILY SERVICE OF NAPA VALLEY 709 FRANKLIN STREET NAPA CA 94559 941236934 501(C)(3) 54625 WELLNESS&PREVENTION FOOD FOR PEOPLE 307 W 14TH ST EUREKA CA 95501 942772549 501(C)(3) 54551 WELLNESS&PREVENTION FRIENDSHIP SHELTER 1335 S COAST HIGHWAY LAGUNA CA 92651 320214404 501(C)(3) 25000 25TH ANNIVERSARY AWARD FRIENDSHIP SHELTER 1335 S COAST HIGHWAY LAGUNA CA 92651 320214404 501(C)(3) 25000 WELLNESS&PREVENTION HEALTHY SMILES FOR KIDS OF OC 10602 CHAPMAN AVE GARDEN GROVE CA 92840 383675065 501(C)(3) 45600 WELLNESS&PREVENTION HUMBOLDT ALL FAITH PARTNERSHIP PO BOX 181 BAYSIDE CA 95524 810621144 501(C)(3) 35000 WELLNESS&PREVENTION HUMBOLDT CHILDREN'S HEALTH COALITION 529 I ST EUREKA CA 95501 237310660 501(C)(3) 35000 WELLNESS&PREVENTION ILLUMINATTION FOUNDATION 2691 RICHTER AVE STE 107 IRVINE CA 92606 711047686 501(C)(3) 15000 SPONSORSHIP TRANSISTIONAL SHELTER PROGRAM INSTITUTE FOR HEALTHCARE ADVANCEMENT 501 S IDAHO ST STE 300 LA HABRA CA 90631 330483197 501(C)(3) 75000 COMMUNITY BUILDING INITIATIVE LAGUNA BEACH COMMUNITY CLINIC 362 THIRD ST LAGUNA BEACH CA 92651 952637633 501(C)(3) 75000 WELLNESS&PREVENTION LATINO HEALTH ACCESS 450 E 4TH ST SANTA ANA CA 92701 330562943 501(C)(3) 75000 COMMUNITY BUILDING INITIATIVE LEGAL AID OF NAPA VALLEY 1001 SECOND STREET STE 225 NAPA CA 94559 941649624 501(C)(3) 44189 WELLNESS&PREVENTION MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY 822 TOWN COUNTRY RD ORANGE CA 92868 952036792 501(C)(3) 67150 WELLNESS&PREVENTION MISSION HOSPITAL 27700 MEDICAL CNTR RD MISSION VIEJO CA 92691 951643360 501(C)(3) 1723848 CARE FOR THE POOR MISSION HOSPITAL 27700 MEDICAL CENTER ROAD MISSION VIEJO CA 92691 951643360 501(C)(3) 50000 WELLNESS&PREVENTION MOBILE MEDICAL OFFICE PO BOX 2020 EUREKA CA 95502 680393522 501(C)(3) 21250 WELLNESS&PREVENTION NAPA 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COUNCIL 1300 S GRAND AVE SANTA ANA CA 92705 330438086 GOV'T AGENCY 13000 SUPPORT FOR CORE OPERATIONS PDI SURGERY CENTER 1360 19TH HOLE DR WINDSOR CA 95492 342012430 501(C)(3) 74250 WELLNESS&PREVENTION PETALUMA HEALTH CENTER INC 1179 N MCDOWELL BLVD PETALUMA CA 94954 680437840 501(C)(3) 25000 25TH ANNIVERSARY AWARD SRM ALLIANCE HOSPITAL SERVICES 400 NORTH MCDOWELL BLVD PETALUMA CA 94954 680395200 501(C)(3) 185717 CARE FOR THE POOR PROVIDENCE SPEECH AND HEARING CENTER 1301 PROVIDENCE AVE ORANGE CA 92868 956154473 501(C)(3) 45000 WELLNESS&PREVENTION QUEEN OF THE VALLEY MEDICAL CENTER 1000 TRANCAS ST NAPA CA 94558 941243669 501(C)(3) 1437109 CARE FOR THE POOR REDWOOD COMMUNITY ACTION AGENCY 904 G ST EUREKA CA 95501 942646370 501(C)(3) 81250 COMMUNITY BUILDING INITIATIVE REDWOOD EMPIRE FOOD BANK 3320 INDUSTRIAL DR SANTA ROSA CA 95403 680121855 501(C)(3) 93500 WELLNESS&PREVENTION REDWOOD MEMORIAL HOSPITAL 2700 DOLBEER ST EUREKA CA 95501 941384665 501(C)(3) 350000 CARE FOR THE POOR SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DR SANTA ROSA CA 95405 941231005 501(C)(3) 1285438 CARE FOR THE POOR SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DR SANTA ROSA CA 95405 941231005 501(C)(3) 99140 WELLNESS&PREVENTION SHARE OUR SELVES 1550 SUPERIOR AVE COSTA MESA CA 92627 953222316 501(C)(3) 10000 SPONSORSHIP CELEBRITY CHEF DINNER SHARE OUR SELVES 1550 SUPERIOR AVE COSTA MESA CA 92627 953222316 501(C)(3) 10000 SPONSORSHIP FQHC IMPLEMENTATION ST JOSEPH HOSPITAL-ORANGE 1100 W STEWART DR ORANGE CA 92868 951643359 501(C)(3) 2369273 CARE FOR THE POOR ST JOSEPH HOSPITAL-ORANGE 1100 W STEWART DR ORANGE CA 92868 951643359 501(C)(3) 162377 WELLNESS&PREVENTION ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY CA 92307 951914489 501(C)(3) 787691 CARE FOR THE POOR ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY CA 92307 951914489 501(C)(3) 100000 WELLNESS&PREVENTION ST JEANNE DE LESTONNAC FREE CLINIC 1215 E CHAPMAN ORANGE CA 92868 953499011 501(C)(3) 25000 25TH ANNIVERSARY AWARD ST JOHN OF GOD HEALTH CARE SERVICES 13333 PALMDALE RD VICTORVILLE CA 92392 953806996 501(C)(3) 100000 WELLNESS&PREVENTION ST JOHN OF GOD HEALTH CARE SERVICES 13333 PALMDALE RD VICTORVILLE CA 92392 953806996 501(C)(3) 25000 25TH ANNIVERSARY AWARD ST JOSEPH HOME CARE NETWORK 721 E ST EUREKA CA 95501 680331084 501(C)(3) 60622 WELLNESS&PREVENTION ST JOSEPH HOSPITAL-EUREKA 2700 DOLBEER ST EUREKA CA 95501 941384665 501(C)(3) 350000 CARE FOR THE POOR ST JUDE HOSPITAL INC 101 E VALENCIA MESA DR FULLERTON CA 92835 951643325 501(C)(3) 2315519 CARE FOR THE POOR ST JUDE HOSPITAL INC 101 E VALENCIA MESA DR FULLERTON CA 92835 951643325 501(C)(3) 666706 HEALTHY FOR LIFE ST MARGARET'S OF SCOTLAND EPISCOPAL SC 31641 LA NOVIA SAN JUAN CASPISTRANO CA 92675 953408913 501(C)(3) 30000 WELLNESS&PREVENTION ST VINCENT DE PAUL 528 2ND ST EUREKA CA 95501 941573587 501(C)(3) 25000 25TH ANNIVERSARY AWARD ST VINCENT DE PAUL 528 2ND ST EUREKA CA 95501 941573587 501(C)(3) 48767 WELLNESS&PREVENTION TALLER SAN JOSE 801 N BROADWAY SANTA ANA CA 92701 593816355 501(C)(3) 75000 WELLNESS&PREVENTION UNIVERSITY OF CALIFOFRNIA IRVINE FOUNDATION 100 THEORY STE 250 IRVINE CA 92617 952540117 501(C)(3) 10000 SUMMER ACADEMIC ENRICHMENT PROGRAM WESTERN YOUTH SERVICES 23461 S POINTE DR LAGUNA HILLS CA 92653 953407054 501(C)(3) 59830 WELLNESS&PREVENTION 53 0 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS ON THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES. false true false false false false false false false DEBORAH PROCTOR 0 1078210 0 621357 0 269556 0 297048 0 9585 0 2275756 0 0 JO SANDERSFELD 0 188720 0 59999 0 64583 0 16229 0 18720 0 348251 0 0 ELLIOT STERNBERG MD 0 527919 0 261968 0 191504 0 19591 0 29761 0 1030743 0 0 TOM MAHOWALD 0 268905 0 110427 0 84466 0 16414 0 31004 0 511216 0 0 SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART I, LINE 3 THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SCHEDULE J, PART I, LINE 4B EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. ST. JOSEPH HEALTH SYSTEM EXECUTED A MARKET-COMPETITIVE SUPPLEMENTAL RETIREMENT PLAN AGREEMENT WITH DEBORAH PROCTOR, CHIEF EXECUTIVE OFFICER. OTHER DEFERRED COMPENSATION INCLUDES $284,836 FOR THE CURRENT YEAR VESTING. THE PLAN VESTS FROM HER HIRE DATE OF NOVEMBER 2004 THROUGH DECEMBER 2013. SCHEDULE J, PART I, LINE 7 SJHSF DID NOT PROVIDE ANY NON-FIXED PAYMENTS TO THE PERSONS LISTED IN PART VII. THEIR COMPENSATION WAS PAID BY RELATED ORGANIZATIONS FOR THEIR SERVICES AS EXECUTIVES OF THOSE ORGANIZATIONS. A PORTION OF ST. JOSEPH HEALTH SYSTEM EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF THE AT-RISK-PAY. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 THE MISSION OF ST. JOSEPH HEALTH SYSTEM FOUNDATION, AS AN EXTENSION OF CHRIST'S HEALING MINISTRY, IS TO PROVIDE FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELLBEING OF THE ECONOMICALLY POOR, AND UTILIZE THE STRENGTH AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. THIS IS ACCOMPLISHED BY MANAGING AND ALLOCATING RESOURCES TO COMMUNITIES AND PARTNERS OF GOODWILL ENGAGED IN INNOVATIVE AND EFFECTIVE INITIATIVES TO SERVE THE COMMON GOOD. DESCRIPTION OF PROGRAM SERVICES FORM 990, PART III, LINE 4 REALIZING OUR MISSION AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), THE ST. JOSEPH HEALTH SYSTEM FOUNDATION IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. WE ARE COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: 1) SACRED ENCOUNTER, 2) PERFECT CARE AND 3) HEALTHIEST COMMUNITIES. EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO OUR OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. OVER 350 YEARS AGO, THE FOUNDER OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH CRAFTED A MESSAGE IN A PROPHETIC LETTER TO SPUR THE GROWTH OF A "LITTLE DESIGN." IT WAS TO BE A NEW FORM OF ASSOCIATION OF WOMEN, WHOSE MEMBERS WOULD CONSECRATE THEIR LIVES TO GOD, LIVE TOGETHER IN SMALL GROUPS, AND COMBINE A LIFE OF PRAYER WITH AN ACTIVE MINISTRY TO THE SICK AND THE POOR. TODAY, CARRYING ON FATHER MEDAILLE'S INSPIRATION, WE ARE CULTIVATING THE SEEDS OF A BOLD CONCEPT IN HEALTHCARE... PERFECT CARE. HIS WORDS ARE AS RELEVANT TO US TODAY AS THEY WERE FOR THE SISTERS IN 1650. "GIVE YOUR FULL ATTENTION TO THE ACTIONS YOU PERFORM, REMOVE FROM THEM THE SLIGHTEST IMPERFECTIONS, AND TRY TO OBSERVE ALL CONDITIONS NECESSARY TO MAKE THEM PERFECT. ONE ACTION DONE WELL IS WORTH A HALF DOZEN DONE HALF-HEARTEDLY". JEAN PIERRE MEDAILLE, SJ-MAXIM 14:4. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. PROGRAM SERVICE ACCOMPLISHMENTS ORGANIZATIONAL COMMITMENT WE BELIEVE WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF LOW-INCOME FAMILIES AND INDIVIDUALS SERVED BY OUR MINISTRIES. IN 1986, THE ST. JOSEPH HEALTH SYSTEM (SJHS) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILIITES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE CARE SERVICES, SJHS CREATED THE SJHS FOUNDATION TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS IN ITS LOCAL COMMUNITIES. POLICY 13 IN ITS FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES THE PROCESS BY WHICH ALL HOSPITAL MINISTRIES CONTRIBUTE 10% OF NET INCOME TO THE SJHS FOUNDATION. OVER THE LAST 25 YEARS, THE FOUNDATION HAS CONTRIBUTED OVER $191 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING THE HOSPITALS. THROUGH THE FOUNDATION'S STRATEGIC GRANT MAKING PROGRAMS, SIGNIFICANT OUTCOMES HAVE BEEN ACHIEVED IN COMMUNITY HEALTH SETTINGS AND CLINICS, NONPROFIT ORGANIZATIONS, AND LOCAL SJHS HOSPITAL MINISTRIES. THE SJHS FOUNDATION HAS FOUR FUNDING INITIATIVES: WELLNESS AND PREVENTION INITIATIVE, COMMUNITY BUILDING INITIATIVE, COMMUNITY CLINICS CAPACITY INITIATIVE, AND DISASTER RELIEF FUNDING INITIATIVE. BELOW WE OUTLINE THE TOP THREE INITIATIVES AS MEASURED BY PROGRAM EXPENSE. WELLNESS AND PREVENTION INITIATIVE THE WELLNESS AND PREVENTION INITIATIVE ADDRESSES THE HEALTH AND WELL-BEING OF THE INDIVIDUAL OR COMMUNITY AT RISK THROUGH PREVENTION PROGRAMS THAT ARE PART OF A COMPREHENSIVE STRATEGY TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE OF THE COMMUNITIES WE SERVE. THE SJHS FOUNDATION SEEKS TO PROMOTE THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING OUR HOSPITALS THROUGH THE WELLNESS AND PREVENTION INITIATIVE. BY FUNDING PROACTIVE PROGRAMS THROUGH THE GRANT CYCLES OF THE WELLNESS AND PREVENTION INITIATIVE, THE SJHS FOUNDATION SEEKS TO ELIMINATE THE NEED FOR CATASTROPHIC CARE AND PREVENT ITS ASSOCIATED SOCIAL, EMOTIONAL AND ECONOMIC COSTS. THE TITLE OF THE INITIATIVE DESCRIBES ITS CENTRAL VISION AND STRATEGIC FOCUS. WELLNESS PROGRAMS ADDRESS THE HEALTH AND WELL-BEING OF THE INDIVIDUAL OR COMMUNITY AT RISK. PREVENTION (I.E., PRIMARY, SECONDARY, AND TERTIARY) PROGRAMS ARE PART OF A COMPREHENSIVE STRATEGY TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE IN OUR LOCAL COMMUNITIES WHILE REDUCING DEMAND FOR HIGH-COST MEDICAL SERVICES. PARTNERING WITH OTHER ORGANIZATIONS TO ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME COMMUNITIES IS AT THE CORE OF THE INITIATIVE. AS IN PREVIOUS GRANT CYCLES, SJHS FOUNDATION SEEKS PROPOSALS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME COMMUNITIES IN ALL AREAS OF HEALTH. AMOUNT GRANTED IN FY 2012 $2,000,000 LAGUNA BEACH COMMUNITY CLINIC A MEDICAL HOME FOR THOSE IN NEED PROJECT WAS AWARDED $75,000 TO INCREASE ACCESS TO LOW-COST, URGENT MEDICAL CARE. AS A RESULT OF THIS FUNDING, THERE WAS A REDUCTION IN COSTS RELATED TO MEDICAL CARE AS INDIVIDUALS BECAME REGULAR PATIENTS AS A RESULT OF PREVENTIVE CARE AND ANNUAL EXAMS. ST. JOHN OF GOD IN THE HIGH DESERT SAMARITAN'S HELPING HAND FOOD DISTRIBUTION, RENT, EMERGENCY SHELTER AND UTILITY ASSISANCE WAS AWARDED $100,000 TO ADDRESS THE NEEDS OF HOMELESS AND LOW INCOME FAMILES WHO ARE GOING HUNGRY AND FACING SUSPENSION OF VITAL UTILITY SERVICES. MOBILE MEDICAL OFFICE OF HUMBOLDT COUNTY THE LATINO HEALTH PROMOTION PROJECT WAS AWARDED $85,000 TO IMPROVE SELF-MANAGEMENT OF DIABETES AMONG ADULTS AND REDUCE RISK OF DIABETES AMONG ADULTS, YOUTH AND CHILDREN. COMMUNITY BUILDING INITIATIVE THE VISION OF THE COMMUNITY BUILDING INITIATIVE IS THE DEVELOPMENT OF RESIDENT-BASED CAPACITY TO DETERMINE AND IMPLEMENT POSITIVE CHANGE IN LOW INCOME COMMUNITIES. THE INITIATIVE HAS FOUR CENTRAL PILLARS THAT HELP TO CREATE LONG-TERM POSITIVE CHANGE IN THE COMMUNITY: 1) ENGAGING OF COMMUNITY RESIDENTS, 2) DEVELOPMENT OF RESIDENT LEADERS, 3) COLLABORATION WITH COMMUNITY AND ORGANIZATIONAL PARTNERS, AND 4) BRIDGE-BUILDING WITH EXTERNAL DECISION MAKERS. IN FY12 THREE PLANNING GRANTS IN THE AMOUNT OF $225,000 ($75,000 EACH) WERE AWARDED TO THE REDWOOD COMMUNITY ACTION PARTNERSHIP IN LOLETA, CA FOCUSED ON INCREASING THE USE OF COMMUNAL SPACES IN LOLETA, CA (HUMBOLDT COUNTY) AND THE COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY WITH A PROJECT IN BUENA PARK, CA (ORANGE COUNTY) FOCUSED ON REDUCING THE INCIDENCE OF CHILDHOOD OBESITY AT GILBERT ELEMENTARY SCHOOL. ON THE MOVE IN NAPA, CA (NAPA COUNTY) FOCUSED ON INCREASING HIGHER EDUCATION OPPORTUNITIES IN THE MCPHERSON COMMUNITY. DISASTER RELIEF FUNDING ST. JOSEPH HEALTH SYSTEM FOUNDATION CONSIDERS NEEDS ARISING FROM THE OCCURRENCE OF DISASTER AND UNFORESEEN EMERGENCY NEEDS NATIONALLY AND THROUGHOUT THE WORLD. THROUGH RESPONSIVE GRANTMAKING, THE FOUNDATION WORKS TO ADDRESS THE POVERTY AND SUFFERING THAT OFTEN FOLLOW CATASTROPHIC EVENTS. DISASTER RELIEF FUNDING WAS PROVIDED TO U.S.-BASED, NON PROFIT ORGANIZATIONS THAT PROVIDE RELIEF EFFORTS IN THE U.S. AND ABROAD. THESE ORGANIZATIONS HAVE PROVEN EXPERTISE IN RECONSTRUCTION, DEVELOPMENT AID AND IN REBUILDING COMMUNITIES. AMOUNT GRANTED IN FY 2012: $384,833 PEOPLE AROUND THE WORLD WERE DEVASTATED BY THE EFFECTS OF CATASTROPHIC NATURAL DISASTERS IN GUATEMALA AND EL SALVADOR DURING FISCAL YEAR 2012. THE SJHS FOUNDATION RESPONDED QUICKLY TO PROVIDE IMMEDIATE RELIEF TO THOSE IN NEED. HAITI EARTHQUAKE RELIEF IN FY 12, SJHS FOUNDATION COMMITTED $1 MILLION TOWARDS THE "CAMPAIGN FOR REBIRTH AND RENEWAL" IN HAITI HELPING TO REBUILD ST. FRANCOIS DE SALES HOSPITAL LOCATED IN PORT AU PRINCE. THIS AWARD WILL BE DISTRIBUTED OVER A THREE YEAR PERIOD, BEGINNING IN FY12. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM FOUNDATION, PLEASE VISIT HTTP://WWW.STJHS.ORG/SJH-PROGRAMS/SJH-FOUNDATION.ASPX FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJHS.ORG. DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PART VI, QUESTION 6 ST. JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, QUESTION 7A ST JOSEPH HEALTH SYSTEM FOUNDATION HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD. ALL TRUSTEE APPOINTMENTS COME FROM THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD AS NOMINATIONS AND MUST BE APPROVED BY THE ST. JOSEPH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH SYSTEM MINISTRY, AS THE ORGANIZATIONAL SPONSOR. DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS FORM 990, PART VI, QUESTION 7B THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OF BYLAWS. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 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(S) OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE SPRING MEETING. DURING THE BOARD MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE 990 FORM. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANYTIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEORE 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 ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD. IF THE CONFLICT INVOLVES A MEMBER OF THE BOARD, THE REMAINING MEMBERS WILL 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 BOARD CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE BOARD CONDUCTS ITS EVALUATION AND FORWARD ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE BOARD DETERMINES AN UNRESOVLED CONFLICT OF INTEREST EXISTS, THE BOARD WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER IN CONSULTATION WITH SJHS GENERAL COUNSEL WILL REVIEW THE BOARD FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 15A THE INTERIM CHIEF EXECUTIVE OFFICER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF) IS NOT COMPENSATED BY SJHSF OR ANY OTHER RELATED OR UNRELATED ORGANIZATION FOR HER SERVICES AS INTERIM CEO OF SJHSF. HER COMPENSATION IS RELATED TO HER SERVICE AS CHIEF EXECUTIVE OFFICER OF ST. JOSEPH HEALTH SYSTEM. PLEASE SEE FORM 990, PART VI, QUESTION 15B NARRATIVE FOR FURTHER EXPLANATION. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 15B ONE OF THE OFFICERS IS PAID BY A RELATED ORGANIZATION, ST. JOSEPH HEALTH SYSTEM. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2012. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. HOURS DEVOTED TO RELATED ORGANIZATIONS 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. MANAGEMENT FEES FORM 990, PART IX, LINE 11A A MANAGEMENT FEE PAID TO ST. JOSEPH HEALTH SYSTEM (SJHS) INCLUDES TIME FOR AN EXECUTIVE DIRECTOR, GRANT MANAGER AND A PROGRAM OFFICER. ALL ARE ON THE PAYROLL OF SJHS. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED LOSS: $(1,015,014) OVERSIGHT OR 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. 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