2013-05-14T19:12:44-05:00 2012-06-30 GRANT THORNTON LLP ONE CALIFORNIA STREET SUITE 2300 SAN FRANCISCO CA 94111 990 2011-07-01 912154439 St Francis Medical Center % WAHID CHOUDHURY STFR 3109007307 3630 East Imperial Highway Lynwood CA 90262 Jesse Guevara 2013-05-13 true JOSEPH S DE TRANE 4159863900 2011 2016-02-24 21:20:13Z Gerald Kozai 3630 East Imperial Highway Lynwood CA 90262 389901470 false 0928 X www.stfrancismedicalcenter.org X 2001 CA See Attachment 1 13 10 2360 416 0 6387922 5369651 396717492 378583535 8440899 5218745 1426592 729539 412972905 389901470 10763746 191135 0 0 184906859 190070345 0 0 0 182707297 189904060 378377902 380165540 34595003 9735930 387150274 398540790 220272776 287411753 166877498 111129037 X ST. FRANCIS MEDICAL CENTER'S PRIMARY EXEMPT PURPOSE IS THE PROVISION OF HEALTH CARE SERVICE. THE ORGANIZATION'S MISSION IS TO BECOME THE LEADING HEALTHCARE PROVIDER IN SOUTHEAST LOS ANGELES PROVIDING COMPASSIONATE AND SPIRITUALLY CENTERED HEALTHCARE AND COMMUNITY SERVICES TO BRING RENEWED HOPE AND WELL BEING TO ALL WHO TURN TO US IN NEED. false false 295444310 191135 378583535 ST. FRANCIS MEDICAL Center (SFMC) SERVICES THE HEALTHCARE AND SOCIAL NEEDS OF THE COMMUNIITIES OF SOUTHEAST LOS ANGELES. IT OPERATES A 384-BED ACUTE CARE HOSPITAL, 5 COMMUNITY-BASED HEALTH CLINICS, AND THE LARGEST AND BUSIEST PRIVATE EMERGENCY TRAUMA CENTER IN LOS ANGELES COUNTY. IN ADDITION, SFMC OPERATES A STATE-OF-THe-ART NEONATAL INTENSIVE CARE CENTER, CHILDRENS' COUNSELING CENTER FOR ABUSED AND NEGLECTED CHILDREN, ST. FRANCIS CAREER COLLEGE, AND A BROAD RANGE OF EDUCATIONAL AND COMMUNITY SERVICE PROGRAMS. ADDITIONAL INFORMATION ABOUT ST. FRANCIS MEDICAL CENTER'S CHARITABLE ACTIVITIES CAN BE FOUND ON SCHEDULE O. 295444310 true true false false false false false false false false true false false true true false false true false false false false false false false false true true false true true false false false false false false false false true false false false false true true true false false true 247 0 true 2360 true false false false false false false false false false false X 13 10 false false false false true true true true true false false true true true true true true true true false CA X WAHID CHOUDHURY 6505516601 203 REDWOOD SHORES PKWY 800 Redwood City CA 94065 X Charles Druten 3.0 X X 0 0 0 Sister Joanne Laviolette DC 3.0 X X 0 0 0 Victor Caballero 3.0 X X 0 0 0 Louis Rubino PHD 3.0 X 0 0 0 Robert Issai 3.0 X 0 2935191 290391 Sister Francis Sullivan DC 3.0 X 0 0 0 Amod Moosa MD 3.0 X 150000 0 0 Sister Joyce Weller DC 4.0 X X 0 0 0 Sister Marion Bill DC 2.0 X 0 0 0 Sister Patricia Miguel DC 2.0 X 0 0 0 Samuel P Ynzunza 3.0 X 0 0 0 Harding Young MD 3.0 X 71199 0 0 Sister Mary Joseph Sutter 2.0 X Jesse Guevara 40.0 X 429369 0 28546 Gerald Kozai 40.0 X 0 1430731 140713 Marsha C Chan 40.0 X 297466 0 25219 Beverly S Quaye 40.0 X 248263 0 25227 Patricia E Baesemann 40.0 X 261435 0 28435 Lawrence Stahl 40.0 X 232967 0 19880 Laura S Kato 40.0 X 226714 0 21377 Gerald Boden 40.0 X 215296 0 21747 Linda Camino 40.0 X 188685 0 19720 Adam Garcia 40.0 X 175764 0 24033 Mary Eileen Drees X 185682 0 22319 Patricia Whaley 40.0 X 178001 0 21382 2860841 4365922 688989 567 false true false Applecare Medical Group 6131 Orangethorpe Ave Ste 280 BUENA PARK CA 90620 Physican Med Grp 4990128 St Francis Medical Medical Center 153 Ashdale Ave LOS ANGELES CA 90049 Physican Med Grp 3048288 Comforce Technical Services Inc PO Box 9695 UNIONDALE NY 11555 Nursing Services 1936955 Applecare Medical Management 6131 Orangethorpe Ave Ste 280 BUENA PARK CA 90620 Physican Med Grp 1171448 Compspec 425 E Colorado St Ste 410 GLENDALE CA 91205 Collections Services 996387 57 2895760 209211 2264680 226978 5369651 NET PATIENT REVENUE 900099 369356735 369356735 CLINIC REVENUE 621400 5496796 5496796 EDUCATIONAL REVENUE 900099 2780655 2780655 OTHER OPERATING REVENUE 900099 858709 858709 MEDICAL OFFICE BUILDING REVENUE 531120 90640 90640 378583535 5218745 5218745 0 0 0 0 0 0 GIFT SHOP 722210 403785 403785 VENDING MACHINE 453220 203414 203414 MEDICAL RECORDS 900099 112266 112266 10074 10074 729539 389901470 378583535 5948284 0 191135 191135 0 0 1801999 752513 1049486 0 146698521 115629505 31069016 13464945 10794793 2670152 17224705 13808106 3416599 10880175 8704140 2176035 671841 15553 656288 2019618 2019618 131440 131440 0 0 0 56564427 33180693 23383734 234417 17317 217100 1434822 806919 627903 7254562 5300183 1954379 0 7301073 3710024 3591049 289625 21106 268519 0 156056 61828 94228 6976161 5092598 1883563 0 17059334 17059334 7981277 135137 7846140 PROVIDER FEES 43809214 43809214 MEDICAL SUPPLIES 29210973 29210973 BAD DEBTS 6936420 6936420 LICENSE AND TAXES 390806 33453 357353 1481994 173366 1308628 380165540 295444310 84721230 0 0 0 154248626 117891016 0 100000 63208314 49344983 0 0 0 0 155779 48345907 4675353 4598832 14316287 1591244 295513782 152899653 149760661 142614129 0 0 0 0 0 0 0 0 785254 34054679 387150274 398540790 51455575 58712024 165734 16676 0 0 0 0 0 0 0 0 0 0 0 0 168651467 228683053 220272776 287411753 X 166877498 108889337 0 2239700 0 0 166877498 111129037 387150274 398540790 X 9735930 -65484391 X X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2156721 2156721 198298474 92401760 105896714 0 0 0 93419945 60497893 32922052 1638642 0 1638642 142614129 OTHER LONG-TERM ASSETS 110537 DUE FROM RELATED PARTIES 23310148 DUE FROM GOVERNMENT AGENCIES 10633994 34054679 0 OTHER NON-CURRENT LIABILITIES 139802 PENSION OBLIGATION 92691000 DUE TO GOVERNMENTAL AGENCIES 5462295 DUE TO RELATED PARTIES 130377438 OTHER ACCRUED LIABILITIES 12518 228683053 Part X Line 2 Daughters of Charity Health System and its affiliates do not have a liability for uncertain tax positions under FIN 48 (ASC 740) on their consolidated financial statements for the year ended June 30, 2012. As such, there was no FIN 48 (ASC 740) disclosure in the footnotes to the consolidated financial statements of Daughters of Charity Health System. true true X true X true X true true true false true true 19208 16704035 16704035 0.04480 72626 158843558 153454562 5388996 0.01440 91834 175547593 153454562 22093031 0.05920 16 71596 3793308 3793308 0.01020 6 1479 2535964 2535964 0.00680 4 0 8585008 8585008 0.02300 13 3336 29333 29333 0.00010 39 76411 14943613 14943613 0.04010 39 168245 190491206 153454562 37036644 0.09930 5 208 8268 8268 0.00000 2 50 2633 2633 0.00000 0 16225 16225 0.00010 3 472 240844 240844 0.00060 10 730 267970 267970 0.00070 true 6936420 79042841 81612612 -2569771 X true true 1 1 St Francis Medical Center

3630 E IMPERIAL HIGHWAY Lynwood CA 90262

X X X Trauma Center St Francis Medical Center 1 true true 200. true 200. true X X X X X X X true true X X X X X X true X X true X X X X X X true X false false Part I, line 3c N/A Part I, line 6a St. Francis Medical Center (SFMC) prepares an annual Community Benefit Report. It is developed in conjunction with SFMC's strategic planning process that is based on the Community Health Needs Assessment, organizational capacity, and resource allocation. Reports on community benefit activities and outcomes are provided by managers and directors responsible for specific community benefit programs. Quarterly reports are presented to the SFMC Board of Directors and Daughters of Charity Health System (DCHS) corporate offices. An annual update is prepared and presented to the SFMC Board of Directors for approval. The annual update is made available to medical center leadership, key stakeholders, DCHS, and the community. The annual update is presented to the California Office of Statewide Planning and Development, in accordance with SB697. SFMC's Community Benefit Report is developed using results from the Community Health Needs Assessment, data and input provided by the managers and directors responsible for specific community benefit programs, feedback from the Community Benefits Committee, and direction from the vice president of Mission Integration. St. Francis Medical Center's Board of Directors reviews and gives final approval of SFMC's Community Benefit Report. Continual monitoring and evaluation of existing Healthy Community Initiatives provide vital information to the strategic planning process for community benefit programs. Part I, line 7g St. Francis Medical Center's Subsidized Services include its community clinics in Lynwood, Compton, Downey, and Huntington Park. The mission of these clinics is to bring primary health care services to children and families who have limited access to its main campus and essential health care services. The clinics' operations are substantial. In FY 2012 alone, the clinics received 42,952 patient visits. SFMC's Community Clinics provide general medicine, obstetrics and pediatric health care services to children and families in its service area. They also offer Child Health Disability Program (CHDP) Examinations and Immunizations (i.e., TB, Hepatitis B, polio, diphtheria, and hepatitis) for newborns and children up to 18 years old. In addition, the Comprehensive Perinatal Services Program (CPSP) is offered to pregnant women. This program assesses a mother's financial, medical and psychosocial needs; provides comprehensive education; and makes referrals to social services, counselors, and nutritionists, as well as to medical and mental health professionals to ensure a healthy start for mom and baby. SFMC's Subsidized Services also include stipends to physicians to ensure Trauma, Obstetric, and Safety Net coverage for the community. SFMC plays a critical role in the Los Angeles County Trauma Network and Hospital Safety Net. It operates one of the busiest private Emergency/Trauma Centers in Los Angeles County, treating more than 70,138 Emergency Department patients and 1,706 Trauma Patients in fiscal year 2012. Part I, line 7, column (f) Form 990, Part IX, line 25, Column A for SFMC reflects a bad debt expense of $6,936,420 which is not included in the line 7 calculation. Part I, Line 7 SFMC utilizes a cost accounting system that determines costs for providing medical services based on the organization's relationship of costs to charges. Part II N/A Part III, line 4 SFMC is included in the DCHS Consolidated Audited Financial Statements. The financial statements for FY 2012 do not contain a separate footnote on bad debts. Bad debt expense is estimated by utilizing historical collections data of self-pay patients. Part III, line 8 SFMC utilizes a cost accounting system that determines costs for providing medical services based on the organization's relationship of costs to charges. Part III, line 9b SFMC follows the Collection Practices as outlined in DCHS Charity Care and Financial Discount and Financial Assistance operating policies. For patients who qualify for charity care and financial discount, SFMC provides the patient with a written notice prior to commencing collection activities. The notice states that nonprofit counseling services may be available in the area and provides information concerning state and federal law requirements for debt collectors. SFMC does not pursue legal action for non-payment of bills against any household where the primary wage earner(s) is unemployed or there are not significant income sources. SFMC does not assign patients meeting an agreed upon monthly payment plan to a collection agency and does not report the patient to credit bureaus. SFMC does not report adverse information to a consumer credit agency or commence civil action for nonpayment of a patient debt prior to 150 days after the initial billing of the patient. SFMC does not use wage garnishments or liens on real property as a means of collecting unpaid hospital bills for eligible patients. SFMC expects its external collection agencies to not pursue legal action against an eligible patient without prior approval from SFMC. SFMC expects its external collection agencies to follow Fair Debt and Collection Practices, Assembly Bill AB774 and act in a manner that treats individuals with dignity, respect and compassion. In addition, for patients who qualify for financial assistance, SFMC does not pursue legal action for non-payment of bills against any household where the primary wage earner(s) is unemployed, uninsured or there are not significant income sources or assets. SFMC does not assign eligible patients meeting an agreed upon monthly payment plan to a collection agency and does not report the patient to credit bureaus. SFMC does not use liens on real property as a means of collecting unpaid hospital bills for eligible patients. Part VI, Question 2 In an effort to identify the most critical health care needs in SFMC's service area, a Community Health Needs Assessment is conducted every three years. The most recent assessment was completed in 2010. It is an integral part of the Medical Center's Strategic Planning process, which is managed by the Medical Center's Management Council. The results of the Needs Assessment are integrated into the Medical Center's long-range planning activity, as well as program specific planning. During the annual update of the Medical Center's strategic plan, data derived from the Community Health Needs Assessment is integrated with the external environment analysis and the organizational analysis. METHODOLOGY To ensure differing perspectives and thoroughness, the Community Health Needs Assessment used a variety of methods to collect information about health and social characteristics of the community served by SFMC. The assessment drew primarily from the following information sources: the SFMC 2007 Needs Assessment, the U.S. Census Bureau American Community Survey, the Los Angeles County Department of Public Health, and focus groups with SFMC stakeholders, service providers, and beneficiaries. For the purposes of the 2010 report, the SFMC service area corresponds to Service Provider Areas (SPAs) 6, 7, and 8. Secondary Demographic and Health-Related Data was obtained from a number of secondary public health reports and health databases including L.A. HealthDataNow!, Los Angeles County Health Survey (2007; 2005), The California Health Interview Survey (CHIS) Ask CHIS!, Mortality in Los Angeles County 2007: Leading causes of death and premature death with trends for 1998-2007, Key Indicators of Public Health (2009; 2007; 2005, Health Indicators for Women in Los Angeles County Highlighting Disparities by Ethnicity and Poverty Level, An Epidemiologic Profile of HIV and AIDS in Los Angeles County 2009, U.S. Census Bureau American Community Survey (ACS), Bureau of Labor Statistics (www.bls.gov/data), L.A. County Seniors Count! Survey of the Older Adult Population, Acute Communicable Disease Control Program Annual Morbidity Report And Special Studies Report 2008 Los Angeles County Department of Public Health, Death Profiles by Zip Code (2007; 2005; 2002-03), Current Population Reports Population Projections of the United States by Age, Sex, Race, and Hispanic Origin: 1995 to 2050 P25-1130 Issued February 1996. Focus Groups Focus groups were conducted to collect qualitative information on health care issues that could elaborate and enhance information gleaned from secondary data sources. Five focus groups were conducted with key stakeholders in the SFMC service area. Participants were identified and recruited by SFMC staff. The groups were mixed by age, race/ethnicity and gender. Forty-six individuals participated in separate focus groups, including: o Beneficiaries - Individuals or family members of individuals who receive care or services from SFMC. Separate groups were conducted for English-speaking (N=4) and Spanish-speaking beneficiaries (N=12), with a moderator fluent in Spanish conducting the latter o Seniors - Senior and elderly community members who participate in activities at the SFMC Center for Senior Services (N=8) o Providers - Physicians, nurses, technicians and support personnel who provide health care and social services to the community on a daily basis at SFMC (N=9) o Stakeholders - St. Francis Medical Center staff, SFMC board and SFMC Foundation board of trustee members, community, education, and church leaders, and representatives from local public agencies and private organizations (N=13) The focus group discussions with these participants assessed: o The most important current health care and social concerns in the community that SFMC serves o The availability of health care services and specific areas of service need o Personal experiences with SFMC services and perceptions of service quality o Barriers to accessing health care and SFMC services, and ways to improve access The results from the focus groups are a rich source of perceptions and impressions of SFMC, its programs and services, and knowledge of the surrounding community. This data were used to support secondary data and identify unique aspects of the SFMC community related to health and well-being. Part VI Question 3 Patients who present at SFMC's Emergency Department and SFMC's Admitting Department are provided with a financial assistance packet that consists of an informational flyer on various programs for which they may be eligible, along with the contact number for SFMC's Health Benefits Resource Center (HBRC). The flyer is in English and Spanish. The packet includes a Medi-Cal application, as well as a Charity Care application. Should they make an appointment with HBRC, patients can fill out the forms prior to their appointment. HBRC staff visits Cash/Self-Pay patients at bedside, screens patients and identifies the programs for which they are eligible. If they have no linkage, HBRC provides information about other programs for which they may qualify such as Charity Care. In addition, there are signs posted in English and Spanish in the Patient Financial Services department and at every point of registration stating that SFMC has financial assistance and charitable programs available for qualified low income, uninsured patients who may not have the ability to meet the financial obligation of their hospital services and a contact number to call. After discharge, the back of the monthly patient bills includes this same statement. Part VI Question 4 DEMOGRAPHICS AND HEALTH AND SOCIAL INDICATORS Age & Ethnicity Hispanics comprise the largest ethnic group in SFMC's service area at 55.36%, followed by Whites at 17.79%, Blacks at 13.93%, Asians at 9.53% and other at 3.38%. According to projections of race/ethnicity in the SFMC SPAs, the Hispanic population will comprise 59.72 percent of the total population by 2020. All other major ethnic groups will comprise less of the total population by 2020, with whites decreasing from 17.79 percent to 15.25 percent, blacks decreasing from 13.93 percent to 12.60 percent, and Asian/Pacific Islanders decreasing from 9.53 percent to 9.27 percent over the same time period. This is significant because some ethnicities have higher rates of incidence of certain diseases. For example, heart disease is the number one cause of death in Latino communities, which makes up the largest percentage of SFMC's service area population. SFMC is addressing this through its Vida Sana/Healthy Life Community Wellness program. The largest age group within the service area is age 15-34 at 29.95%. However, the population in the SFMC service area, similar to county, state, and national trends, is aging. From 2008 to 2015 in the SFMC service area, the most rapidly growing age groups are those between the ages of 55 and 64 and 65 and over. According to projections on age, those within the 65 and over age group will comprise 12.15 percent of the SFMC service area population by 2020, compared to 9.27 percent in 2008. Similarly, those within the combined age groups of 45 to 54 and 55 to 64 will comprise 24.02 percent of the SFMC service area population by 2020, compared to 21.77 percent in 2008. In contrast, it is projected that the population within the lower age groups will see a decrease. SFMC has a long established Senior Program that includes Senior Wellness education, flu immunizations, and Senior Dinners that promote social interaction, staying active, and mental and emotional well-being. By working in collaboration with the city sponsored Senior Centers, SFMC is making efforts to expand participation, and in conjunction with its Health Benefits Resource Center will help to link seniors to needed health and social services. Economic Well-Being In 2008, both SPAs 6 and 7 had higher estimated percentages of individuals with incomes below 300% of the Federal Poverty Level (FPL) than L.A. County, and SPA 6 by a large margin. Overcrowded housing negatively impacts both quality of life as well as the incidence of health problems. In 2008, SPAs 6 and 7 also had higher estimated percentages of overcrowded households than L.A. County, with SPA 6 having the highest percentage. The cities of Lynwood, Compton, Paramount, Huntington Park, Bell, Downey, South Gate, Maywood, and Bell Gardens are part of SPAs 6 and 7, communities which comprise a major portion of SFMC's service area. Education/Workforce Readiness Compounding the problem of unemployment, SPA 6 had the highest percentage of population without a high school diploma (47%) and the lowest percentage of population with any level of college education (26% some college or above) by considerable margins. Thus, SPA 6 is least likely to experience any significant job recovery under circumstances of economic improvement in the near term. SPA 7 had the second highest percentage of population without a high school diploma (36.7%). St. Francis Career College continues to address the obstacles which prevent students from advancing their education. The Career College offers training for careers in health care and support services to help ensure a student's successful completion of the program, along with career advancement training. Access to Health Care Uninsured According to a report by the UCLA Center for Health Policy Research that was published at the time of our 2010 Needs Assessment, nearly two million Californians lost their health insurance in 2008 and 2009, and 8.2 million Californians (nearly one-quarter of the nonelderly population) lacked health insurance for all or part of the year in 2009. L.A. County, in which SFMC resides, had the largest total number of uninsured residents, with 2.7 million nonelderly adults and children (28.9 percent of the total population) experiencing some period of uninsurance in 2009 compared to 24.3 percent for the state. SFMC's Health Benefits Resource Center assesses health benefit eligibility for individuals and families, assists them with health benefits enrollment, and provides linkages to education and social services. Although insurance coverage rates in the SFMC SPAs showed higher rates of job-based coverage and Medi-Cal/Healthy Families and lower rates of uninsured than the county from 2001 to 2007, it should be noted that these percentages have likely changed considerably in the SFMC SPAs since 2008 with the increase in joblessness, data for which was not yet available for the most recent Needs Assessment that was completed by SFMC in 2010. Chronic Disease Compared to other SFMC SPAs and L.A. County, SPA 6 has the highest percentages of adults living with at least one of several chronic health conditions. Hypertension is by far the most prevalent among adults within all SFMC SPAs and the county overall, with SPA 6 reporting the highest percentage at 29 percent. The next most prevalent chronic condition among adults is diabetes, followed by asthma. The percentage of obese children in SFMC SPAs 6 and 7 remains higher than for those in L.A. County and SPA 8, increasing from 26.8 percent and 24.5 percent, respectively in 2002-03, to 28.9 percent and 26 percent, respectively in 2007. Moreover, in 2007, the percentages of obese children in SPAs 6 and 7 were significantly higher than percentages of all other SPAs combined. For adults in SFMC SPAs 6, 7, and 8, percentages of obesity remained higher than those for L.A. County from 2002-03 to 2007, and the percentages for SPAs 6 and 7 were significantly higher than the percentages for all other SPAs combined during the 2002-03 to 2007 time period. Percentages of adults diagnosed with diabetes in SFMC SPAs 6 and 7 remained higher than the percentages for L.A. County over the same time period, and were significantly higher than the percentages of all other SPAs combined in both 2005 and 2007. SFMC's Vida Sana/Healthy Life Community Wellness program, which addresses heart health, diabetes prevention and management, and obesity awareness, expanded last year to include teens and children in its nutrition education and fitness activities. This enhanced scope builds upon a key community asset - a strong family focus within the Latino culture. By including parents and children in the wellness program, family members are able to support one another. This improves the likelihood of their maintaining healthy lifestyle changes. Leading Causes of Death The leading causes of mortality in L.A. County from 2000 to 2007 were heart disease, cancer, stroke, chronic lower-respiratory diseases, and diabetes. Trends for the leading causes of mortality in the SFMC service area for the 2000-2007 period mirrored those for the county, but with higher rates for each leading cause of death. OVERALL RESULTS AND PRIORITY NEEDS All data showed that the needs of children and families in the SFMC service area are great, and in fact often greater than most segments of Los Angeles County and the state of California. The communities served by SFMC are characterized by: Significant poverty High teen pregnancy rates High unemployment Prevalent crime and violence Educational deficiencies A lack of health insurance coverage The most prominent health care issues and concerns highlighted in the Needs Assessment are that residents of the SFMC service area continue to face significant barriers in accessing needed health care. SFMC has been designated as a Disproportionate Share Hospital because of the high number of patients who are uninsured and underinsured. It is of note that approximately 80% of SFMC's reimbursements for service are derived from Medi-Cal, Medicare, and LA County. In addition, communities within SFMC's Service Area have been designated as Medically Underserved Areas and Health Profession Shortage Areas by the Federal Government. Lack of insurance and cost of care, and the lack of access to information about available health care services are among the most pressing concerns articulated by stakeholder, service provider, and beneficiary focus group participants. The consensus among focus group participants is that centralized information outlets about available health care services, including grocery stores, schools, churches, and community centers, would be an effective step toward improving health care access. Regarding primary health issues, data show that major health concerns remain in the SFMC service area, especially chronic conditions and diseases such as heart disease, diabetes, obesity, asthma. The SFMC service area also reported a high prevalence of teen Part VI Question 5 SFMC provides hospital, medical, and surgical care, including emergency services, to members of the public without regard to age, sex, race, religion, or national origin, or to the individual's ability to pay. SFMC operates a full-time emergency department. Emergency medical services are available to all individuals regardless of their ability to pay. SFMC operates one of the busiest Emergency Departments in Southern California treating over 70,000 patients last year. In 1996, in response to a dramatic lack of Trauma services in Southeast Los Angeles, SFMC established its Trauma Center. The Level II Trauma Center is designated by the Los Angeles County Emergency Medical Services Agency and cared for 1,706 trauma victims last year. SFMC has an Open Medical Staff and provides staff privileges in the medical center to community practitioners. SFMC's board of directors is comprised primarily of members of the Daughters of Charity, a religious order and members from the community which SFMC serves. SFMC reinvests its surplus funds in capital replacement or expansion of facilities and equipment, debt amortization, improvement in patient care and services, and other community benefit services including charity care. SFMC is committed to serving those who are vulnerable and living in poverty, respecting the dignity of each patient, and meeting the health care needs of the whole person - body, mind, and spirit. Part VI Question 6 The Daughters of Charity Health System (DCHS) is a regional health care system of hospitals and medical centers ("Local Health Ministries') spanning the California coast from the San Francisco Bay Area to Los Angeles. In the spirit of its founders, St. Vincent de Paul, St. Louise de Marillac and St. Elizabeth Ann Seton, the Daughters of Charity Health System is committed to serving the sick and the poor. With Jesus Christ as its model, DCHS advances and strengthens the healing mission of the Catholic Church by providing comprehensive, excellent health care that is compassionate and attentive to the whole person: body, mind and spirit. DCHS promotes healthy families, responsible stewardship of the environment, and a just society through values-based relationships and community based collaboration. Every day in DCHS Local Health Ministries, dedicated associates, physicians and volunteers provide quality, compassionate care. These thousands of people are the hands and hearts of the Daughters of Charity, reaching out to provide comfort and holistic healing - body, mind and spirit - to the people of California, just as the first Daughters did more than 160 years ago. As a member of the Daughters of Charity Health System, SFMC continues to uphold its mission of providing quality medical services to the most vulnerable populations, the sick, the poor, the elderly, and children. SFMC is committed to the fulfillment of the mission of its founding sisters through the delivery of charitable services and care to the community. Part VI Question 7 SFMC annually updates its Community Benefit Report and SFMC files a copy of its Community Benefit Report on an annual basis with the State of California. true Students of St. Francis Center Career College 165 191135 GRANTS PAID BY ST. FRANCIS MEDICAL CENTER SCHEDULE I, PARTS 1 & 3 ST. FRANCIS CAREER COLLEGE AT ST. FRANCIS MEDICAL CENTER RECEIVES APPLICATIONS FOR SCHOLARSHIPS AND IDENTIFIES THE SCHOLARSHIP RECIPIENT. The scholarships are applied directly to the students' tuition account to ensure it is spent on its intended purpose. X true true false true false false false false false false false Jesse Guevara 413156 0 0 0 16213 0 8156 0 20390 0 457915 0 0 0 Gerald Kozai 0 578568 0 0 0 852163 0 104302 0 36411 0 1571444 0 801679 Marsha C Chan 287044 0 0 0 10422 0 8156 0 17063 0 322685 0 0 0 Beverly S Quaye 248263 0 0 0 0 0 8156 0 17071 0 273490 0 0 0 Patricia E Baesemann 250105 0 0 0 11330 0 8156 0 20279 0 289870 0 0 0 Lawrence Stahl 232038 0 0 0 929 0 8156 0 11724 0 252847 0 0 0 Laura S Kato 225044 0 0 0 1670 0 8156 0 13221 0 248091 0 0 0 Gerald Boden 210853 0 0 0 4443 0 8156 0 13591 0 237043 0 0 0 Linda Camino 188401 0 0 0 284 0 8156 0 11564 0 208405 0 0 0 Adam Garcia 175764 0 0 0 0 0 8156 0 15877 0 199797 0 0 0 Mary Eileen Drees 177007 0 0 0 8675 0 8156 0 14163 0 208001 0 0 0 Patricia Whaley 177526 0 0 0 475 0 8156 0 13226 0 199383 0 0 0 Robert Issai 0 964428 0 0 0 1970763 0 238693 0 51698 0 3225582 0 1686618 Auto Allowance Schedule J, Part I, Line 1 The CFO, Senior Vice President CQO, and VP of Business Development receive an auto allowance. The payments are reported as taxable compensation and reported on Form W-2. Compensation Schedule J, Part I, Line 3 The CEO is an employee of Daughters of Charity Health System. DCHs uses one or more of the following methods to establish top management officials' compensation: independent compensation consultant, compensation survey or study, and approval by the board or compensation committee, form 990 of other organizations, and written contracts. Severance Arrangements Schedule J, Part I, Line 4a Some of the listed individuals have a severance provision as part of their employment arrangement. The severance provision ranges from 6 months to 2 years. RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B The following individuals participated in supplemental nonqualified retirement plans that are included in compensation reported on Form 990, Part VII, Section A, Column C: Robert Issai $46,330 Gerald Kozai $8,427 Compensation Information Schedule J, Part II Other Reportable Compensation in Schedule J, Part II, column B(iii) includes a one-time reporting of compensation related to termination of a non-qualified retirement plan for certain listed individuals. The annual accrual for this amount was reported in prior years as Deferred Compensation in Schedule J, Part II, column D and is being reported on the Form W-2 again as a result of the termination of the plan. The total of the prior year accruals is reported in Schedule J, Part II, column F and should be subtracted from the total compensation reported in Schedule J, Part II, column E to arrive at the true total compensation for the reporting year. X Equipment 5 226978 cost false true false Form 990, Part III, Line 4a The Daughters of Charity Health System ("DCHS") is a regional health care system of hospitals and medical centers ("Local Health Ministries") spanning the California coast from the San Francisco Bay Area to Los Angeles. In the spirit of our founders, St. Vincent de Paul, St. Louise de Marillac and St. Elizabeth Ann Seton, the Daughters of Charity Health System is committed to serving the sick and the poor. With Jesus Christ as our model, we advance and strengthen the healing mission of the Catholic Church by providing comprehensive, excellent health care that is compassionate and attentive to the whole person: body, mind and spirit. We promote healthy families, responsible stewardship of the environment, and a just society through values-based relationships and community based collaboration. Every day in DCHS Local Health Ministries, dedicated associates, physicians and volunteers provide quality, compassionate care. These thousands of people are the hands and hearts of the Daughters of Charity, reaching out to provide comfort and holistic healing - body, mind and spirit - to the people of California, just as the first Daughters did more than 150 years ago. As a member of the Daughters of Charity Health System, St. Francis Medical Center continues to uphold its mission of providing quality medical services to the most vulnerable populations, the sick, the poor, the elderly, and children. St. Francis Medical Center is committed to the fulfillment of the mission of its founding sisters through the delivery of charitable services and care to the community. During fiscal year ended June 30, 2012, St. Francis Medical Center provided total quantifiable community benefits of $272.4 million. After offsetting direct revenue, St. Francis Medical Center provided unsponsored community benefits of $39.9 million, at cost. Total unsponsored community benefits of $39.9 million, at cost consisted of quantifiable unsponsored benefits for the poor at a cost of $36.4 million, and quantifiable unsponsored benefits to the broader community at a cost of $0.9 million and quantifiable unsponsored benefits to beneficiaries of the Medicare program at a cost of $2.6 million. Form 990 Part IV, Line 12A, and Part XII, Line 2b and 2c The financial statements of the organization are consolidated by the Daughters of Charity Health System and include each of the affiliated Local Health Ministries, their related fundraising Foundations and other related organizations (as listed on Form 990 Schedule R) in accordance with GAAP and audited by an independent public accounting firm. The Daughters of Charity Health System's Board and Audit Committee of the Board have responsibility for oversight of the audit of the consolidated financial statements and selection of the independent public accounting firm. Form 990 Part VI, Line 6 St. Francis Medical Center has one member, Daughters of Charity Health System, a California nonprofit religious corporation. Form 990 Part VI, Line 7a The Member's Board of Directors may appoint the organization's directors and officers. Form 990 Part VI, Line 7b The sole member has broad powers including the power to amend the Bylaws and Articles of Incorporation, and approve, interpret and change any statement of mission, philosophy, role or purpose of St. Francis Medical Center. The member has the right to approve any merger, dissolution, consolidation or reorganization of St. Francis Medical Center. In addition, the member has the right to approve capital and operating budgets, approve debt incurred or guaranteed, approve the disposition of the assets, and establish policy concerning quality of care, finance and resources. Finally, the member has such other powers and rights as provided by the California Nonprofit Corporation Law. Form 990, Part VI, Line 11b Grant Thornton LLP and the System's finance staff work together to gather the required tax information necessary to complete the tax returns. The initial draft return is reviewed by Grant Thornton and the System's finance staff. After the return is discussed and reviewed, recommended changes are reflected on the return and a draft tax return is prepared. The draft tax return is presented to and reviewed with the Finance Committee of the Board. After approval of the tax return by the Finance Committee of the Board, a final version of the draft return is prepared. The full Board of Directors of the organization receives the final version of the draft return prior to the return being filed. Form 990, Part VI, Line 12c Daughters of Charity Health System ("DCHS") has a Conflict of Interest Policy that covers DCHS and all of its affiliates. The policy provides for a systematic and ongoing method of requiring individuals who have decision making responsibility to disclose and address potential and actual conflicts of interest. Covered individuals are required to complete an annual statement disclosing any conflicts of interest and have a duty to update the disclosure for any potential conflicts of interest that arise during the year. The Presidents/CEOs of the health ministries report the conflict of interest findings and resolutions to their respective Board of Directors. This policy is reviewed annually for compliance by the DCHS's Corporate Responsibility Officer. Form 990, Part VI, Line 15a and 15b The Daughters of Charity Health System ("DCHS") compensation programs cover DCHS and all of its affiliated Local Health Ministries. The CEO of each Local Health Ministry is employed by DCHS. The DCHS compensation programs are designed to recruit, retain, and motivate qualified executives. The programs are designed for positions that have a significant impact on the high-level strategic and policy direction of the Daughters of Charity Health System and its affiliated Local Health Ministries. All of the Local Health Ministry CEOs are paid directly by the Daughters of Charity Health System and covered by the Daughters of Charity Health System compensation programs. Market data analyses are made of comparable organizations within the industry and within the region. Total compensation is established for all executive positions to target similar total compensation of comparable organization market compensation. Base pay is established for all executive positions to target the median range of comparable organization market compensation. The Daughters of Charity Health System utilizes a benefits committee to review compensation and benefits. The Daughters of Charity Health System Board of Directors reviews and approves compensation recommended by the benefits committee, and documents its conclusion that the proposed compensation is reasonable. In evaluating and finalizing its determination of base pay and total compensation for comparable positions at comparable organizations in comparable markets, DCHS utilizes available market data analyses including the DCHS benefits committee, independent compensation consultant, Form 990 of other organizations, written employment contracts, compensation survey or study, recommendation of the benefits committee and approval by the DCHS Board of Directors. Form 990, Part VI, Line 19 St. Francis Medical Center makes its Form 990 available upon request. Form 990, Part XI, Line 5 The other changes in net assets or fund balance consist of the following: Change in Unrealized Loss on Investments ($5,661,885) Change in Funded Status of Pension Plans ($59,822,506) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Charles Druten TITLE:Vice Chair and Lay Member HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Victor Caballero TITLE:Treasurer and Lay Member HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Robert Issai TITLE:Ex Officio Voting Member HOURS:52 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sister Francis Sullivan DC TITLE:Board Member HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Amod Moosa MD TITLE:Lay Member HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sister Marion Bill DC TITLE:Board Member HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sister Patricia Miguel DC TITLE:Board Member HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Harding Young MD TITLE:Lay Member HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jesse Guevara TITLE:CFO HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Mary Eileen Drees TITLE:VP of Dev't & CEO Foundation HOURS:41 See Part VII See Part VII See Part VII false false true true false false false false false false false true true true true true true true Caritas Business Services L 945571 Cost Daughters of Charity Health System R 84103 Cost Daughters of Charity Health System O 37326223 Cost St Francis Foundation C 2895760 Cost Seton Medical Center D 5226480 Cost Seton Medical Center Q 8697624 Cost St Vincent Medical Center D 3509622 Cost O'connor Hospital D 2580674 Cost SAINT Louise Regional Hospital D 4756503 Cost St Francis Foundation M 32686 Cost St Francis Foundation N 634651 Cost St Francis Foundation P 374347 Cost Schedule R, Part II The following organizations listed below are related to the filing organization including the organization itself: Daughters of Charity Ministry Services Corporation 26000 Altamont Road Los Altos Hills, CA 94022-4317 EIN: 77-0482943 Col (B): Primary Activity - Managerial and consulting services in the areas of finance, administration and facilities to the Daughters of Charity of St. Vincent de Paul Province of the West ministries. Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 1 Col (F): Direct Controlling Entity Name - Daughters of Charity of St. Vincent de Paul Province of the West Daughters of Charity Health System 26000 Altamont Road Los Altos Hills, CA 94022-4317 EIN: 91-2145484 Col (B): Primary Activity - Health System leadership and support to health ministries. Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11b Col (F): Direct Controlling Entity Name - Daughters of Charity Ministry Services Corporation Caritas Business Services 203 Redwood Shores Parkway, Suite 800 Redwood City, CA 94065 EIN: 51-0659139 Col (B): Primary Activity - Promote and support the activities of the Daughters of Charity Health System and its local health ministries by performing accounting, budgeting and patient financial services on a centralized basis, all of which must be provided internally by each hospital for its exempt operations if not provided by Caritas Business Services. Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11a Col (F): Direct Controlling Entity Name - Daughters of Charity Health System Hotel Dieu, Inc. 26000 Altamont Road Los Altos Hills, CA 94022-4317 EIN: 95-475156 Col (B): Primary Activity - Low-Income residence for fragile senior citizens Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 9 Col (F): Direct Controlling Entity Name - Daughters of Charity Ministry Services Corporation O'Connor Hospital 2105 Forest Avenue San Jose, CA 95128 EIN: 91-2154436 Col (B): Primary Activity - Hospital Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 3 Col (F): Direct Controlling Entity Name - Daughters of Charity Health System O'Connor Hospital Foundation 2105 Forest Avenue San Jose, CA 95128 EIN: 77-0006295 Col (B): Primary Activity - Fundraising Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11a Col (F): Direct Controlling Entity Name - O'Connor Hospital Robert F. Kennedy Medical Center 26000 Altamont Road Los Altos Hills, CA 94022-4317 EIN: 91-2154440 Col (B): Primary Activity - Hospital - Inactive Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 3 Col (F): Direct Controlling Entity Name - Daughters of Charity Health System Robert F. Kennedy Medical Center Foundation 26000 Altamont Road Los Altos Hills, CA 94022-4317 EIN: 95-3745227 Line (B): Primary Activity - Fundraising - Inactive Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11a Col (F): Direct Controlling Entity Name - Robert F. Kennedy Medical Center St. Francis Medical Center 3630 East Imperial Highway Lynwood, CA 90262 EIN: 91-2154439 Col (B): Primary Activity - Hospital Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 3 Col (F): Direct Controlling Entity Name - Daughters of Charity Health System St. Francis Medical Center of Lynwood Foundation 3630 East Imperial Highway Lynwood, CA 90262-2636 EIN: 95-3190773 Col (B): Primary Activity - Fundraising Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11a Col (F): Direct Controlling Entity Name - St. Francis Medical Center Saint Louise Regional Hospital 9400 No Name Uno Gilroy, CA 95020 EIN: 91-2154437 Col (B): Primary Activity - Hospital Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 3 Col (F): Direct Controlling Entity Name - Daughters of Charity Health System Saint Louise Regional Hospital Foundation 18550 De Paul Drive Morgan Hill, CA 95037 EIN: 56-2384735 Col (B): Primary Activity - Fundraising Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11a Col (F): Direct Controlling Entity Name - Saint Louise Regional Hospital St. Vincent Medical Center 2131 West 3rd Street Los Angeles, CA 90057 EIN: 91-2154438 Col (B): Primary Activity - Hospital Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 3 Col (F): Direct Controlling Entity Name - Daughters of Charity Health System St. Vincent de Paul Ethics Corporation 3630 East Imperial Hwy Lynwood, Ca 90262 EIN: 95-4426405 Col (B): Primary Activity - Supports DCHS Ministries Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11a Col (F): Direct Controlling Entity Name - St. Francis Medical Center St. Vincent Dialysis Center 2131 West 3rd Street Los Angeles, CA 90057 EIN: 95-3749293 Col (B): Primary Activity - Hospital Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 3 Col (F): Direct Controlling Entity Name - St. Vincent Medical Center St. Vincent Foundation 2131 West 3rd Street Los Angeles, CA 90057 EIN: 95-3922511 Col (B): Primary Activity - Fundraising Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11a Col (F): Direct Controlling Entity Name - St. Vincent Medical Center St. Vincent Senior Center Nutrition Program, Inc. 2131 West 3rd Street Los Angeles, CA 90057-1901 EIN: 95-3696693 Col (B): Primary Activity - Nutrition Program Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 9 Col (F): Direct Controlling Entity Name - Daughters of Charity Ministry Services Corporation Seton Medical Center 1900 Sullivan Avenue Daly City, CA 94015 EIN: 91-2154441 Col (B): Primary Activity - Hospital Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 3 Col (F): Direct Controlling Entity Name - Daughters of Charity Health System Seton Medical Center Foundation 1900 Sullivan Avenue Daly City, CA 94015 EIN: 94-2824033 Col (B): Primary Activity - Fundraising Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 11a Col (F): Direct Controlling Entity Name - Seton Medical Center DCHS Medical Foundation 400 Race Street San Jose, CA 95126 EIN: 41-3691852 Col (B): Primary Activity - Medical Foundation Col (C): Legal Domicile - CA Col (D): Exempt Code Section - 501(c)(3) Col (E): Public Charity Status - 9 Col (F): Direct Controlling Entity Name - Daughters of Charity Health System Schedule R, Part III O'Connor Health Center 1, A California Limited Partnership 1960 The Alameda, Suite 20 San Jose, CA 95126 EIN: 77-0419045 Col (B): Primary Activity - Development and Rental Col (C): Legal Domicile - CA Col (D): Direct Controlling Entity Name - O'Connor Hospital Col (E): Predominant Income - Investment or other income excluded from tax under section 512, 513, or 514 Col (F): Share of Total Income - $493,967 Col (G): Share of end-of-year assets - $3,709,538 Col (H): Disproportionate Allocations - No Col (I): Code V - UBI Amount in Box 20 of Schedule K-1 (Form 1065) - $0 Col (J): General or Managing Partner - No Col (K): Percentage of Ownership - 75% Campbell-Gateway Square, A California Limited Partnership 1960 The Alameda, Suite 20 San Jose, CA 95126 EIN: 77-0313494 Col (B): Primary Activity - Development and Rental Col (C): Legal Domicile - CA Col (D): Direct Controlling Entity Name - O'Connor Hospital Col (E): Predominant Income - Unrelated Business Income Col (F): Share of Total Income - $783,476 Col (G): Share of end-of-year assets - $6,037,758 Col (H): Disproportionate Allocations - No Col (I): Code V - UBI Amount in Box 20 of Schedule K-1 (Form 1065) - $0 Col (J): General or Managing Partner - No Col (K): Percentage of Ownership - 65% Schedule R, Part IV Marillac Insurance Company, Ltd. c/o Aon Insurance Managers (Cayman), Ltd. P.O. Box 69GT, B.W.I., Cayman Islands EIN: 98-0417930 Col (B): Primary Activity - Insurance Col (C): Legal Domicile - CJ Col (D): Direct Controlling Entity Name - Daughters of Charity Health System Col (E): Type of Entity - C Corporation Col (F): Share of Total Income - ($39,851) Col (G): Share of end-of-year assets - $81,806,018 Col (H): Percentage ownership - 100%