ST JOSEPH HEALTH SYSTEM FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH HEALTH SYSTEM FOUNDATION (EIN 33-0143024)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-09
- IRS object ID
- 201231309349301808
- Schema version
- 2010v3.7
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-09T13:55:50-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | 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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330143024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH SYSTEM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 7143477500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S MAIN STREET | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 928684507 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH A PROCTOR | Name |
| Title | PRESIDENT & CEO | Title |
| Date Signed | 2012-04-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SISTER JAYNE HELMLINGER | NameOfPrincipalOfficerPerson |
| Gross Receipts | 27578500 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STJHS.ORG/SJHSPROGRAMS/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 26263110 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22436200 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3519987 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5040462 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29783097 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27476662 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15758291 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16347210 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 291860 | OtherExpensePriorYear |
| Other Expenses Current Year | 507199 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16050151 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16854409 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13732946 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10622253 | RevenuesLessExpensesCY |
| Total Assets BOY | 75582000 | TotalAssetsBOY |
| Total Assets EOY | 91500280 | TotalAssetsEOY |
| Total Liabilities BOY | 55583 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 286378 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 75526417 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 91213902 | 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 | 16460904 | Expense |
| Grants | 16347210 | Grants |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 16460904 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | true | ReportOtherAssets |
| Report Other Liabilities | false | 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 | false | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | false | WhistleblowerPolicy |
| Document Retention Policy | false | 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 | DARRIN MONTALVO | NamePerson |
| Telephone Number | 7143477500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S MAIN ST 700 | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92868 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| SR JAYNE HELMLINGER | |||||||
| CHAIRPERSON/CEO | 5.0 | X | X | 0 | 0 | 0 | |
| TOM MAHOWALD | |||||||
| CFO | 2.0 | X | X | 0 | 430168 | 42030 | |
| SISTER MARIAN SCHUBERT | |||||||
| SECRETARY | 2.0 | X | X | 0 | 0 | 0 | |
| DOTTIE ANDREWS | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| JAIME MUNOZ | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| DEBORAH PROCTOR | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 1727345 | 310878 | ||
| JO SANDERSFELD | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 378891 | 24981 | ||
| LEAH ERSOYLU | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| SORA PARK TANJASIRI DRPH | |||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | ||
| ALICIA LARA | |||||||
| BOARD MEMBER (THRU 02/2011) | 2.0 | X | 0 | 0 | 0 | ||
| JASON BARKER | |||||||
| FORMER CFO | 0.0 | 0 | 564732 | 24006 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3101136 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 401895 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 22436200 | RelatedOrganizations |
| Total Contributions | 22436200 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5106600 | TotalRevenueColumn |
| Exclusion | $5,106,600 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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) |
|---|---|---|
| Other | 35700 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 101838 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -66138 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -66138 | TotalRevenueColumn |
| Exclusion | -$66,138 | 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 |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27476662 | TotalRevenueColumn |
| Exclusion | $5,040,462 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16117210 | Total |
| Program Services | 16117210 | 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 | 230000 | Total |
| Program Services | 230000 | ProgramServices |
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 | 0 | Total |
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 | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348504 | Total |
| Management And General | 348504 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7166 | Total |
| Program Services | 7166 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144545 | Total |
| Program Services | 106528 | ProgramServices |
| Management And General | 38017 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6984 | Total |
| Management And General | 6984 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16854409 | Total |
| Program Services | 16460904 | ProgramServices |
| Management And General | 393505 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1649136 | BOY |
| EOY | 3858794 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178847 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 39972 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94105 | BOY |
| EOY | 39972 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70445621 | BOY |
| EOY | 82820248 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3214291 | BOY |
| EOY | 4781266 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75582000 | BOY |
| EOY | 91500280 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 8378 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55583 | BOY |
| EOY | 278000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55583 | BOY |
| EOY | 286378 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75516830 | BOY |
| EOY | 91204315 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9587 | BOY |
| EOY | 9587 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75526417 | BOY |
| EOY | 91213902 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75582000 | BOY |
| EOY | 91500280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10622253 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5065232 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21338867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14966583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3323181 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26263110 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22436200 | CurrentTaxYear |
| Total | 88327941 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21338867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14966583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3323181 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26263110 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22436200 | CurrentTaxYear |
| Total | 88327941 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 88327941 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7571023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4033193 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3519987 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5106600 | CurrentTaxYear |
| Total | 20230803 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 108558744 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81364 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80474 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 39972 | InvestmentCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 39972 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 39972 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST RECEIVABLE | 1208 |
| INTERCOMPANY AFFILIATES | 4780058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4781266 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | 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, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY OR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2011 OR 2010. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (5 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| Cent. America/Caribbean | CHOLERA TREATMENT AND PREVENTION-HAITI | 40000 | CHECK |
| Cent. America/Caribbean | CHOLERA TREATMENT AND PREVENTION-HAITI | 60000 | CHECK |
| Middle East/North Africa | MEDICAL CLINICS SERVING FLOOD VICTIMS - PAKISTAN | 30000 | CHECK |
| East Asia/Pacific | EMERGENCY RELIEF-JAPAN EARTHQUAKE | 25000 | CHECK |
| Cent. America/Caribbean | MALNOURISHMENT TREATMENT PROGRAM-HAITI | 75000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 5 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | 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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| ACCOUNTING METHOD | SCHEDULE F, PART II, LINE 1, COLUMN E | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN COLUMN E. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (73 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALCOHOL DRUG CARE SERVICES | |||||||
| 528 FIFTH STREET | EUREKA | CA | 95501 | 680218628 | 501(C)(3) | 46430 | WELLNESS&PREVENTION |
| AMERICAN LUNG ASSOCIATION | |||||||
| 424 PENDELTON WAY | OAKLAND | CA | 94621 | 940362650 | 501(C)(3) | 25000 | WELLNESS&PREVENTION |
| APPLE VALLEY POLICE COMMUNITY LEAGUE | |||||||
| 14931 DALE EVANS | APPLE VALLEY | CA | 92307 | 753139382 | 501(C)(3) | 25000 | WELLNESS&PREVENTION |
| BOYS AND GIRLS CLUB OF CAPISTRANO | |||||||
| 1 VIA POSITIVA | SJC | CA | 92675 | 330529575 | 501(C)(3) | 25000 | WELLNESS&PREVENTION |
| BOYS AND GIRLS CLUB OF FULLERTON | |||||||
| 348 W COMMONWEALTH AVE | FULLERTON | CA | 92832 | 951855645 | 501(C)(3) | 60000 | WELLNESS&PREVENTION |
| BOYS AND GIRLS CLUB OF LAGUANA BEACH | |||||||
| 1085 LAGUNA CNYN RD | LAGUNA BEACH | CA | 92651 | 951878822 | 501(C)(3) | 30000 | PROGRAM SERVICES |
| CAMINO HEALTH CENTER | |||||||
| 30300 CAMINO CAPISTRANO | SJC | CA | 92675 | 330574214 | 501(C)(3) | 75000 | WELLNESS&PREVENTION |
| CAPISTRANO UNIFIED SCHOOL DISTRICT | |||||||
| 25601 CAMINO DEL AVION | SJC | CA | 92675 | 952321055 | GOVERNMENT | 60000 | WELLNESS&PREVENTION |
| CHILDREN'S HEALTH INITIATIVE NAPA COUNTY | |||||||
| 2160 JEFFERSON ST | NAPA | CA | 94559 | 251924934 | 501(C)(3) | 25000 | WELLNESS&PREVENTION |
| COMMUNITY ACTION OF NAPA VALLEY | |||||||
| 2310 LAUREL STREET STE 1 | NAPA | CA | 94559 | 941610851 | 501(C)(3) | 20000 | FOOD DISTRIBUTION |
| COMMUNITY ALLIANCE FOR FAMILY FARMERS | |||||||
| 1385 8TH STE B | ARCATA | CA | 95521 | 942914745 | 501(C)(3) | 10000 | MATCHING GRANTS |
| COUNTY OF HUMBOLDT DEPT HLTH & HMN SVCS | |||||||
| 825 FIFTH ST | EUREKA | CA | 95501 | 946000513 | GOVERNMENT | 56000 | WELLNESS&PREVENTION |
| COVENANT HEALTH SYSTEMS | |||||||
| 3615 19TH ST | LUBBOCK | TX | 79410 | 752765566 | 501(C)(3) | 1928339 | CARE FOR THE POOR |
| CREER | |||||||
| PO BOX 1347 | SAN JUAN CAPISTRANO | CA | 92693 | 330486106 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| EUREKA RESCUE MISSION | |||||||
| PO BOX 76 | EUREKA | CA | 95502 | 946138983 | 501(C)(3) | 10000 | FOOD DISTRIBUTION |
| FAMILY ASSISTANCE MINISTRIES | |||||||
| 929 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | 330864870 | 501(C)(3) | 10000 | FOOD DISTRIBUTION |
| FAMILY ASSISTANCE MINISTRIES | |||||||
| 929 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | 330864870 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| FAMILY SERVICE OF NAPA VALLEY | |||||||
| 709 FRANKLIN ST | NAPA | CA | 94559 | 941236934 | 501(C)(3) | 47500 | WELLNESS&PREVENTION |
| FOOD FOR THE PEOPLE | |||||||
| 307 W 14TH ST | EUREKA | CA | 95501 | 942772549 | 501(C)(3) | 56252 | WELLNESS&PREVENTION |
| FRIENDSHIP SHELTER | |||||||
| PO BOX 4252 | LAGUNA BEACH | CA | 92652 | 330219404 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| FULLERTON INTERFAITH EMERGENCY SERVICE | |||||||
| PO BOX 6236 | FULLERTON | CA | 92834 | 330147739 | 501(C)(3) | 20000 | FOOD DISTRIBUTION |
| HEALTHY SMILES FOR KIDS OF OC | |||||||
| 10602 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | 383675065 | 501(C)(3) | 60000 | WELLNESS&PREVENTION |
| HUMBOLDT ALL FAITH PARTNERSHIP | |||||||
| PO BOX 181 | BAYSIDE | CA | 95524 | 810621144 | 501(C)(3) | 35519 | WELLNESS&PREVENTION |
| HUMBOLDT AREA FOUNDATION | |||||||
| 373 INDIANOLA RD | BAYSIDE | CA | 95224 | 237310660 | 501(C)(3) | 64000 | WELLNESS&PREVENTION AND HOLIDAY FUNDING PARTNERSHIP |
| KENNEDY COMMISSION | |||||||
| 17701 COWAN AVE | IRVINE | CA | 92614 | 330959380 | 501(C)(3) | 25000 | WELLNESS&PREVENTION |
| LAGUNA BEACH COMMUNITY CLINIC | |||||||
| 362 THIRD STREET | LAGUNA BEACH | CA | 92651 | 952637633 | 501(C)(3) | 30000 | WELLNESS&PREVENTION |
| LATINO HEALTH ACCESS | |||||||
| 1701 N MAIN ST | SANTA ANA | CA | 92706 | 330562943 | 501(C)(3) | 81227 | CBI BRIDGE FUNDING |
| LATINO HEALTH ACCESS | |||||||
| 1701 N MAIN ST | SANTA ANA | CA | 92706 | 330562943 | 501(C)(3) | 35000 | WELLNESS&PREVENTION |
| MARY'S KITCHEN | |||||||
| 517 W STRUCK AVE | ORANGE | CA | 92863 | 330592109 | 501(C)(3) | 20000 | FOOD DISTRIBUTION |
| MARY'S SHELTER | |||||||
| PO BOX 10433 | SANTA ANA | CA | 92711 | 330203768 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| MENTAL HEALTH ASSOCIATION OF ORANGE | |||||||
| 822 TOWN AND COUNTRY RD | ORANGE | CA | 92868 | 952036792 | 501(C)(3) | 73200 | WELLNESS&PREVENTION |
| MERCY HOUSING | |||||||
| 1999 BROADWAY STE 1000 | DENVER | CA | 80202 | 470646706 | 501(C)(3) | 20000 | DISASTER RELIEF |
| MISSION BASILICA SAN JUAN CAPISTRANO | |||||||
| 31520 CAMINO CAPISTRANO | SJC | CA | 92675 | 951904079 | 501(C)(3) | 10000 | FOOD DISTIBUTION |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |||||||
| 27700 MEDICAL CNTR | MISSION VIEJO | CA | 92691 | 951643360 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |||||||
| 27700 MEDICAL CNTR | MISSION VIEJO | CA | 92691 | 951643360 | 501(C)(3) | 2002456 | CARE FOR THE POOR |
| MOBILE MEDICAL OFICE | |||||||
| PO BOX 2020 | EUREKA | CA | 95502 | 680393522 | 501(C)(3) | 75000 | WELLNESS&PREVENTION |
| MOMS | |||||||
| 1128 W SANTA ANA BLVD | SANTA ANA | CA | 92703 | 330518078 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| NAPA VALLEY HOSPICE & ADULT DAY SERVICES | |||||||
| 414 S JEFFERSON ST | NAPA | CA | 94559 | 680393144 | 501(C)(3) | 35000 | WELLNESS&PREVENTION |
| NORTH COAST CLINIC NETWORKS | |||||||
| 710 E STREET STE 145 | EUREKA | CA | 95501 | 680348781 | 501(C)(3) | 43000 | WELLNESS&PREVENTION |
| OC HUMAN RELATIONS | |||||||
| 1300 S GRAND ST | SANTA ANA | CA | 92705 | 330438086 | 501(C)(3) | 75000 | CBI THIRD YEAR-SAN CLEMENTE |
| ON THE MOVE | |||||||
| 780 LINCOLN AVE | NAPA | CA | 94558 | 753149095 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| ONE OC | |||||||
| 1901 E FOURTH ST 100 | SANTA ANA | CA | 92705 | 952021700 | 501(C)(3) | 18000 | SPONSORSHIP ROUNDTABLE |
| ORANGE COUNTY CHILD ABUSE PREVENTION | |||||||
| 500 S MAIN AT | ORANGE | CA | 92868 | 330013237 | 501(C)(3) | 58500 | WELLNESS&PREVENTION |
| ORANGE COUNTY CONGREGATION COMMUNITY | |||||||
| 310 W BROADWAY | ANAHEIM | CA | 92805 | 953196836 | 501(C)(3) | 75000 | CBI THIRD YEAR- THE COLLABORATIVE FOR A SAFE SAN JUAN |
| PEP HOUSING | |||||||
| 951 PETALUMA BLVD SOUTH | PETALUMA | CA | 94952 | 942565270 | 501(C)(3) | 10000 | WELLNESS&PREVENTION |
| PROJECT HOPE SCHOOL FOUNDATION | |||||||
| 343 E GROVE AVE | ORANGE | CA | 92865 | 753099628 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| PROVIDENCE SPEECH AND HEARING CENTER | |||||||
| 1301 PROVIDENCE AVE | ORANGE | CA | 92868 | 956154473 | 501(C)(3) | 34333 | WELLNESS&PREVENTION |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||
| 1000 TRANCAS ST | NAPA | CA | 94558 | 941243669 | 501(C)(3) | 150000 | PURCHASE OF MOBILE CLINIC |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||
| 1000 TRANCAS ST | NAPA | CA | 94558 | 941243669 | 501(C)(3) | 175000 | WELLNESS&PREVENTION |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||
| 1000 TRANCAS ST | NAPA | CA | 94558 | 941243669 | 501(C)(3) | 995460 | CARE FOR THE POOR |
| REDWOOD COMMUNITY ACTION AGENCY | |||||||
| 904 G STREET | EUREKA | CA | 95501 | 942646370 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3320 INDUSTRIAL DRIVE | SANTA ROSA | CA | 95403 | 680121855 | 501(C)(3) | 20000 | FOOD DISTRIBUTION |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3320 INDUSTRIAL DRIVE | SANTA ROSA | CA | 95403 | 680121855 | 501(C)(3) | 100000 | WELLNESS&PREVENTION |
| REDWOOD MEMORIAL HOSPITAL | |||||||
| 2700 DOLBEER ST | EUREKA | CA | 95501 | 941384665 | 501(C)(3) | 250000 | CARE FOR THE POOR |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 941231005 | 501(C)(3) | 83000 | WELLNESS&PREVENTION |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 941231005 | 501(C)(3) | 909438 | CARE FOR THE POOR |
| SRM ALLIANCE HOSPITAL SERVICES | |||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | 501(C)(3) | 151100 | CARE FOR THE POOR |
| ST JOHN OF GOD | |||||||
| 13333 PALMDALE RD | VICTORVIILLE | CA | 92392 | 953806996 | 501(C)(3) | 20000 | FOOD DISTRIBUTION |
| ST JOHN OF GOD | |||||||
| 13333 PALMDALE RD | VICTORVIILLE | CA | 92392 | 953806996 | 501(C)(3) | 100000 | WELLNESS&PREVENTION |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||
| 110 W STEWART DR | ORANGE | CA | 92868 | 951643359 | 501(C)(3) | 34500 | WELLNESS&PREVENTION |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||
| 110 W STEWART DR | ORANGE | CA | 92868 | 951643359 | 501(C)(3) | 2312790 | CARE FOR THE POOR |
| ST JOSEPH HOSPITAL OF EUREKA | |||||||
| 2700 DOLBEER ST | EUREKA | CA | 95501 | 941156596 | 501(C)(3) | 250000 | CARE FOR THE POOR |
| ST JUDE HOSPITAL INC | |||||||
| 101 E VALENCIA MESA DR | FULLERTON | CA | 92835 | 951643325 | 501(C)(3) | 2528420 | CARE FOR THE POOR |
| ST JUDE HOSPITAL INC | |||||||
| 101 E VALENCIA MESA DR | FULLERTON | CA | 92835 | 951643325 | 501(C)(3) | 35000 | WELLNESS&PREVENTION |
| ST JUDE HOSPITAL INC | |||||||
| 101 E VALENCIA MESA DR | FULLERTON | CA | 92835 | 951643325 | 501(C)(3) | 950900 | HEALTHY 4 LIFE |
| ST MARY MEDICAL CENTER | |||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | 501(C)(3) | 113906 | WELLNESS&PREVENTION |
| ST MARY MEDICAL CENTER | |||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | 501(C)(3) | 748751 | CARE FOR THE POOR |
| ST VINCENT DE PAUL | |||||||
| 528 2ND ST | EUREKA | CA | 95502 | 941573587 | 501(C)(3) | 10000 | FOOD DISTRIBUTION |
| ST VINCENT DE PAUL | |||||||
| 528 2ND ST | EUREKA | CA | 95502 | 941573587 | 501(C)(3) | 75000 | WELLNESS&PREVENTION |
| TALLER SAN JOSE | |||||||
| 801 N BROADWAY | SANTA ANA | CA | 92701 | 593816355 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| THE INSTITUTE FOR HEALTHCARE ADVANCEMENT | |||||||
| 501 S IDAHO ST STE 300 | LA HABRA | CA | 90631 | 330483197 | 501(C)(3) | 79544 | CBI BRIDGE FUNDING |
| VOLUNTEER CENTER ORANGE COUNTY | |||||||
| 1901 E FOURTH ST | SANTA ANA | CA | 92705 | 952021700 | 501(C)(3) | 97250 | WELLNESS&PREVENTION |
| YMCA OF OC AQUATIC CENTER | |||||||
| 13821 NEWPORT AVE STE 200 | TUSTIN | CA | 92780 | 951644055 | 501(C)(3) | 10000 | DIRECTORS FUND FOR AQUATIC CENTER-SANTA ANA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 57 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOM MAHOWALD | |||||||||||||
| 0 | 265826 | 0 | 73583 | 0 | 90759 | 0 | 11445 | 0 | 30585 | 0 | 472198 | 0 | 0 |
| DEBORAH PROCTOR | |||||||||||||
| 0 | 1043102 | 0 | 426987 | 0 | 257256 | 0 | 296978 | 0 | 13900 | 0 | 2038223 | 0 | 0 |
| JO SANDERSFELD | |||||||||||||
| 0 | 189038 | 0 | 62260 | 0 | 127593 | 0 | 16084 | 0 | 8897 | 0 | 403872 | 0 | 50793 |
| JASON BARKER | |||||||||||||
| 0 | 316797 | 0 | 105138 | 0 | 142797 | 0 | 9800 | 0 | 14206 | 0 | 588738 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 1A | ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL FOR CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTERS' FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING TRUSTEES AND OFFICERS RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. THE BENEFITS WERE PAID BY ST. JOSEPH HEALTH SYSTEM FOUNDATION'S TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM. JO SANDERSFELD - $6,574 |
| SCHEDULE J, PART I, LINE 3 | THE 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 CEO OF SJHSF. | |
| SCHEDULE J, PART I, LINE 4B | EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUAL RECEIVED PAYMENT FROM THE 457(F) PLAN: JO SANDERSFELD - $50,793 | |
| 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 AWARDED 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (16 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | THE MISSION OF THE ST. JOSEPH HEALTH SYSTEM FOUNDATION, AS AN EXTENSION OF CHRIST'S HEALING MINISTRY, IS TO PROVIDE FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELL-BEING OF THE ECONOMICALLY POOR, AND UTILIZE THE STRENGTHS 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 | GROUNDED IN OUR COMMITMENT TO COMMUNITY 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 ENCOUNTERS, 2) PERFECT CARE AND 3) HEALTHIEST COMMUNITIES. MAKING EVERY ENCOUNTER WITH OUR COMMUNITY A SACRED ENCOUNTER 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. PROVIDING OUR PATIENTS IN THE COMMUNITY WITH PERFECT CARE 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 CULTIVATIING 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. MAKING THE COMMUNITIES WE SERVE THE HEALTHIEST COMMUNITIES IN THE U.S. HEALTHIEST COMMUNITIES THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WHAT ARE THE STEPS WE ARE TAKING TO REACH THIS GOAL? WE COLLECT AND ANALYZE DATA ON VARIOUS GEOGRAPHIC, SOCIOECONOMIC, MORBIDITY AND HEALTH RELATED BEHAVIORS IN THE COMMUNITIES WE SERVE. BY COLLECTING COMMUNITY HEALTH DATA, WE ARE ABLE TO SHARE OUR FINDINGS WITH OTHER COMMUNITY ORGANIZATIONS AND DEVELOP EVIDENCE-BASED INTIATIVES AND PROGRAMS IN THE COMMUNITIES WE SERVE. |
| WHO WE ARE AND WHAT WE DO | 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 RESIDING 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 24 YEARS, THE FOUNDATION HAS CONTRIBUTED OVER $175 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: DISASTER FUNDING INITIATIVE, WELLNESS AND PREVENTION INITIATIVE, COMMUNITY BUILDING INITIATIVE AND COMMUNITY CLINICS CAPACITY INITIATIVE. BELOW WE OUTLINE THE TOP THREE INTIATIVES AS MEASURED BY PROGRAM EXPENSE. WELLNESS AND PREVENTION INITIATIVE 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 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 OR WITH A PRE-EXISTING HEALTH CONDITION. 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 2011: $2,423,785 HEALTHY FOR LIFE INITIATIVE SJHS FOUNDATION CONTINUED TO SUPPORT THE SYSTEMWIDE EXPANSION OF OUR HEALTHY FOR LIFE CAMPAIGN, A COMPREHENSIVE SOCIAL AND HEALTHCARE OUTREACH CAMPAIGN DESIGNED TO FIGHT THE CHILDHOOD OBESITY EPIDEMIC THAT PLAGUES AN ESTIMATED NINE MILLION AMERICAN CHILDREN. HEALTHY FOR LIFE INCLUDES A SCHOOL-BASED PREVENTION/INTERVENTION PHYSICAL EDUCATION PROGRAM AS WELL AS A NUTRITION AND LIFESTYLE COMPONENT. WITH AN EMPHASIS ON REACHING AT-RISK YOUTH AND THEIR COMMUNITIES, THE PROGRAM'S GOAL IS TO PROVIDE PARENTS AND CHILDREN WITH THE TOOLS AND KNOWLEDGE TO HELP THEM CHOOSE A HEALTHIER LIFESTYLE. IN FISCAL YEAR 2011, MORE THAN 100 SCHOOLS AND 3,702 STUDENTS WERE ABLE TO PARTICIPATE IN HEALTHY FOR LIFE, A FREE, CURRICULUM BASED PROGRAM LED BY A PHYSICAL EDUCATION TEACHER AT THE MIDDLE AND HIGH SCHOOL LEVELS AND THE CLASS TEACHER AT THE PRESCHOOL AND ELEMENTARY SCHOOL LEVELS. THE PROGRAM INCLUDES INCREASED PHYSICAL ACTIVITY INTENSITY LESSONS, STRENGTH/WEIGHT TRAINING SESSIONS, KICKBOXING CLASSES AT THE ELEMENTARY, MIDDLE AND HIGH SCHOOL LEVELS AND HEALTHY NUTRITION EDUCATION INFORMATION. SINCE LAUNCHING THE HEALTHY FOR LIFE CAMPAIGN, APPROXIMATELY 39% OF PARTICIPANTS WERE ASSESSED AS OVERWEIGHT OR OBESE. BY THE END OF THE 2011 SCHOOL YEAR, 9.75% OF THOSE STUDENTS IMPROVED THEIR WEIGHT STATUS. THE PROPORTION OF STUDENTS' WAIST CIRCUMFERENCE DECREASED FROM 18.6% AT BASELINE TO 12.1% AT YEAR-END. THE PROPORTION OF STUDENTS WITH LOW SELF-ESTEEM DECREASED FROM 10% TO 9% DURING THE SAME PERIOD. BY YEAR END, 88% OF STUDENTS REPORTED EXERCISING AT LEAST THREE TO SIX TIMES A WEEK AND 85% OF STUDENTS STATED THAT THEY EAT VEGETABLES THREE TO SIX TIMES A WEEK AS WELL AS DECREASED THEIR JUNK FOOD INTAKE. AMOUNT GRANTED IN FY11: $950,900 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 2011: $250,000 PEOPLE AROUND THE WORLD WERE DEVASTATED BY THE EFFECTS OF CATASTROPHIC NATURAL DISASTERS IN JAPAN AND PAKISTAN DURING FISCAL YEAR 2011. THE SJHS FOUNDATION RESPONDED QUICKLY TO PROVIDE IMMEDIATE RELIEF TO THOSE IN NEED. - JAPANESE TSUNAMI & EARTHQUAKE RELIEF JAPAN WAS STRUCK BY THE MOST POWERFUL EARTHQUAKE TO HIT THE ISLAND NATION IN RECORDED HISTORY LAST MARCH. THE TSUNAMI THAT FOLLOWED THIS DISASTER CAUSED WIDESPREAD DEVASTATION AND LED TO MORE THAN 10,000 KILLED OR MISSING PEOPLE. SJHS FOUNDATION RESPONDED BY GIVING THE AMERICAN RED CROSS A GRANT TO PROVIDE IMMEDIATE EMERGENCY RELIEF FOR THE PEOPLE AFFECTED BY THESE CATASTROPHIC DISASTERS. - PAKISTAN FLOOD RELIEF HEAVY MONSOON RAINS LAST JULY CAUSED MASSIVE FLOODING IN PAKISTAN LEAVING APPROXIMATELY ONE-FIFTH OF THE COUNTRY'S LAND AREA UNDERWATER. THE DISASTER AFFECTED NEARLY 20 MILLION PEOPLE THROUGH EXTENSIVE DAMAGE TO PROPERTY, LIVELIHOOD, CROPS AND INFRASTRUCTURE. SJHS FOUNDATION'S CONTRIBUTION WAS ALLOCATED TO INTERNATIONAL MEDICAL CORPS, WHICH SUPPORTED EMERGENCY MEDICAL CLINICS IN THE MANY REGIONS OF PAKISTAN AFFECTED BY THE FLOODS. - TORNADO IN JOPLIN, MISSOURI IN MAY 2011, THE LARGEST TORNADO IN U.S. HISTORY STRUCK JOPLIN, MISSOURI, CAUSING WIDESPREAD DAMAGE AND DESTRUCTION AND THE DEATHS OF AT LEAST 151 PEOPLE. AN ESTIMATED ONE THIRD OF THE BUILDINGS IN THE TOWN WERE DESTROYED, INCLUDING HOMES, HOSPITALS, SCHOOLS AND CHURCHES, WITH DEBRIS STREWN THROUGHOUT THE COUNTY. SJHS FOUNDATION RESPONDED TO THIS DISASTER WITH A FINANCIAL ALLOCATION TO MERCY HOUSING, A NONPROFIT ORGANIZATION THAT DEVELOPS AFFORDABLE HOUSING FOR LOW-INCOME PEOPLE. FUNDING HELPED PROVIDE HOUSING FOR DISPLACED RESIDENTS AND TORNADO RECOVERY EFFORTS. - HAITI EARTHQUAKE RELIEF SJHS FOUNDATION CONTINUED TO SUPPORT RECOVERY AND REBUILDING EFFORTS IN HAITI, WHICH HAVE BEEN ONGOING SINCE THE NATION'S 2010 CATASTROPHIC EARTHQUAKES. DURING FISCAL YEAR 2011, SJHS FOUNDATION ALLOCATED AN ADDITIONAL $100,000 FOR SUSTAINED IMPROVEMENT AND SUPPORT WHICH FUNDED THE FOLLOWING PROGRAMS: SJHS FOUNDATION PROVIDED FUNDS TO OPERATION USA TO SUPPORT RECOVERY EFFORTS IN THE REGION, INCLUDING THE ESTABLISHMENT OF A FEEDING PROGRAM AT A 400-STUDENT PUBLIC SCHOOL IN JACMEL, HAITI AND THE REBUILDING OF THE DESGRANGES HEALTH CENTER OF PETIT GOAVE, WHICH PROVIDES HEALTH SERVICES TO 60,000 PEOPLE. SJHS FOUNDATION PROVIDED FUNDS TO SUPPORT A CHOLERA EPIDEMIC RESPONSE PROJECT MANAGED BY THE UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE. THROUGH THIS PROJECT, THE UNIVERSITY WILL UTILIZE COMMUNITY HEALTH WORKERS TO IDENTIFY CASES OF CHOLERA AND EDUCATE COMMUNITY MEMBERS ON PREVENTING THE SPREAD OF CHOLERA. TREATMENT CENTERS WILL BE ESTABLISHED TO PROVIDE LIFE-SAVING MEDICAL CARE TO THOSE AFFECTED BY CHOLERA. FOR MORE INFORMATION ON THE SJHS FOUNDATION GO TO: HTTP://WWW.STJHS.ORG/SJHSPROGRAMS/FOUNDATION FOR MORE INFORMATION ON THE ST. JOSEPH HEALTH SYSTEM FOUNDATION GO TO: WWW.STJOE.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 OR 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 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 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 FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE BOARD DETERMINES AN UNRESOLVED 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. |
| WHISTLEBLOWER, DOCUMENT RETENTION AND DESTRUCTION POLICY | FORM 990, PART VI, QUESTION 13 AND 14 | THE ORGANIZATION WILL PRESENT THE POLICIES TO THE BOARD IN THEIR NEXT QUARTERLY MEETING IN APRIL 2012 FOR ADOPTION. THE POLICIES ARE EXPECTED TO BE ADOPTED FOR FY 2012. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, QUESTION 15A | THE 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 CEO OF SJHSF. |
| 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 AND 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 FOUR TIMES A YEAR AND ALL CRITICAL DECISIONS ARE MADE DURING THE WORKLIFE COMMITTEE MEETINGS OR 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 SEPTEMBER 2011. |
| 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 | SISTER JAYNE HELMLINGER SERVES ON THE BOARD OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF), THE RELATED TAX EXEMPT ORGANIZATIONS ST. JOSEPH HOSPITAL OF EUREKA (SJE) AND REDWOOD MEMORIAL HOSPITAL (RMH). SHE IS ALSO AN OFFICER OF THE TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM (SJHS). SHE DEVOTES 50 HOURS PER WEEK TO SJHS AND TWO HOURS PER WEEK TO EACH HOSPITAL. TOM MAHOWALD SERVES ON THE BOARD AND IS AN OFFICER OF SJHSF AS WELL AS AN EMPLOYEE OF SJHS. HE DEVOTES 50 HOURS PER WEEK TO SJHS. SISTER MARIAN SCHUBERT SERVES ON THE BOARD OF SJHSF, SJE, RMH, AND IS AN OFFICER OF THE RELATED TAX EXEMPT ORGANIZATION QUEEN OF THE VALLEY MEDICAL CENTER (QVMC). SHE DEVOTES 50 HOURS PER WEEK TO QVMC AND TWO HOURS PER WEEK TO EACH HOSPITAL. DEBORAH PROCTOR SERVES ON THE BOARD OF SJHSF AND SJE. SHE IS ALSO AN EMPLOYEE OF SJHS. SHE DEVOTES 50 HOURS PER WEEK TO SJHS AND TWO HOURS PER WEEK TO SJE. JO SANDERSFELD SERVES ON THE BOARD OF SJHSF AND IS AN EMPLOYEE OF THE RELATED ORGANIZATION, SANTA ROSA MEMORIAL HOSPITAL (SRMH). SHE DEVOTES 50 HOURS PER WEEK TO SRMH. JASON BARKER IS A FORMER OFFICER OF SJHSF AND IS AN EMPLOYEE OF THE RELATED TAX-EXEMPT ORGANIZATION, ST. MARY MEDICAL CENTER (SMMC). HE DEVOTES 50 HOURS PER WEEK TO SMMC. |
| 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 OR FUND BALANCE | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN OF $5,065,232 NOT INCLUDED IN REVENUE. |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMINO HEALTH CENTER | |||||||||
| 30300 CAMINO CAPISTRANO | SAN JUAN CAPISTRANO | CA | 92675 | 330574214 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC |
| COVENANT HEALTH PARTNERS | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 611573313 | HEALTHCARE | TX | 501(C)(3) | 11, I | CHS |
| COVENANT HEALTH SYSTEM | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS |
| COVENANT HEALTH SYSTEM FOUNDATION | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 752897026 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| COVENANT MEDICAL GROUP | |||||||||
| 3420 22ND PLACE | LUBBOCK | TX | 79410 | 752743883 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| HOME CARE PARTNERS | |||||||||
| 1165 MONTGOMERY DR | SANTA ROSA | CA | 95405 | 680318656 | INACTIVE | CA | 501(C)(3) | 3 | SRMH |
| HOSPICE OF LUBBOCK | |||||||||
| 1102 SLIDE ROAD | LUBBOCK | TX | 79414 | 752133781 | HEALTHCARE | TX | 501(C)(3) | 9 | CHS |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752220963 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| METHODIST CHILDREN'S HOSPITAL | |||||||||
| 3610 21ST STREET | LUBBOCK | TX | 79410 | 752428911 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| METHODIST HOSPITAL LEVELLAND | |||||||||
| 1900 COLLEGE AVENUE | LEVELLAND | TX | 79336 | 752246348 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| METHODIST HOSPITAL PLAINVIEW | |||||||||
| 2601 DIMMITT ROAD | PLAINVIEW | TX | 79072 | 752426010 | HEALTHCARE | TX | 501(C)(3) | 3 | CHS |
| MISSION HOSPITAL REG MED CTR FDN | |||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 330406118 | HEALTHCARE | CA | 501(C)(3) | 7 | MHRMC |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| REDWOOD MEMORIAL FOUNDATION | |||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 942779313 | FOUNDATION | CA | 501(C)(3) | 7 | RMH |
| REDWOOD MEMORIAL HOSPITAL | |||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| SISTERS OF ST JOSEPH OF ORANGE | |||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | NA |
| SRM ALLIANCE HOSPITAL SERVICES | |||||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | HEALTHCARE | CA | 501(C)(3) | 3 | SRMH |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | |||||||||
| PO BOX 552 | SANTA ROSA | CA | 95405 | 680338070 | INACTIVE | CA | 501(C)(3) | 11, I | SRMH |
| ST JOSEPH HEALTH MINISTRY | |||||||||
| 500 S MAIN STREET SUITE 400 | ORANGE | CA | 92868 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | SSJO |
| ST JOSEPH HEALTH SYSTEM | |||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJHM |
| ST JOSEPH HOME CARE NETWORK | |||||||||
| 170 PROFESSIONAL CENTER DR B | ROHNERT PARK | CA | 94928 | 680331084 | HEALTHCARE | CA | 501(C)(3) | 9 | SJHS |
| ST JOSEPH HOSPITAL OF EUREKA | |||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JUDE HOSPITAL YORBA LINDA | |||||||||
| 279 E IMPERIAL HWY 750 | FULLERTON | CA | 92835 | 330185031 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JUDE HOSPITAL INC | |||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92635 | 951643325 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST JUDE MEMORIAL FOUNDATION | |||||||||
| 1440 N HARBOR BLVD 200 | FULLERTON | CA | 92835 | 953607229 | HEALTHCARE | CA | 501(C)(3) | 11, I | SJMC |
| ST MARY MEDICAL CENTER | |||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS |
| ST MARY OF THE PLAINS HOSPITAL FDN | |||||||||
| 4000 24TH STREET | LUBBOCK | TX | 79410 | 751653181 | HEALTHCARE | TX | 501(C)(3) | 7 | CHS |
| TALLER SAN JOSE | |||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92701 | 593816355 | WORKFORCE DEV | CA | 501(C)(3) | 2 | SSJO |
Form990 Schedule R Part III Form990ScheduleRPartIII (9 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HLTH SYS HOME HLTH | |||||||||
| HOME HEALTH | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| ST JOSEPH HLTH SYS HOME CARE | |||||||||
| HOME HEALTH | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| METHODIST DIAGNOSTIC IMAGING | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| SHA LLC | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| LUBBOCK SURGERY CENTER LTD | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| COVENANT LONG-TERM CARE LP | |||||||||
| HEALTHCARE SVCS | TX | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| HERITAGE INVESTMENT GROUP | |||||||||
| INVESTMENT | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| MISSION AMBULATORY SURGICENTER | |||||||||
| HEALTHCARE SVCS | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
| COMPREHENSIVE IMAGING PARTNERS | |||||||||
| HEALTHCARE SVCS | CA | NA | N/A | 0 | 0 | false | $0 | false | 0.00000 |
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 | |||||||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 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 | false | 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 | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (53 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CAMINO HEALTH CENTER | |
| B | 75000 |
| REDWOOD MEMORIAL HOSPITAL | |
| B | 250000 |
| ST JOSEPH HOSPITAL OF EUREKA | |
| B | 250000 |
| ST MARY MEDICAL CENTER | |
| B | 862657 |
| SANTA ROSA MEMORIAL HOSPITAL | |
| B | 992438 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| B | 1320460 |
| COVENANT HEALTH SYSTEM | |
| B | 1928339 |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| B | 2052456 |
| ST JOSEPH HOSPITAL OF ORANGE | |
| B | 2347290 |
| ST JUDE HOSPITAL INC | |
| B | 3514320 |
| REDWOOD MEMORIAL HOSPITAL | |
| C | 308900 |
| ST JOSEPH HOSPITAL OF EUREKA | |
| C | 350400 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| C | 1563900 |
| ST MARY MEDICAL CENTER | |
| C | 1636600 |
| SANTA ROSA MEMORIAL HOSPITAL | |
| C | 1864800 |
| ST JOSEPH HOSPITAL OF ORANGE | |
| C | 2651100 |
| COVENANT HEALTH SYSTEM | |
| C | 3555500 |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| C | 4065800 |
| ST JUDE HOSPITAL INC | |
| C | 6439200 |
| ALLIANCE PHYSICIAN SERVICES | |
| 0 | |
| AMERICAN UNITY GROUP LTD | |
| 0 | |
| COMPREHENSIVE IMAGING PARTNERS OF OC LLC | |
| 0 | |
| COVENANT HEALTH PARTNERS | |
| 0 | |
| COVENANT HEALTH SYSTEM FOUNDATION | |
| 0 | |
| COVENANT LONG-TERM CARE LP | |
| 0 | |
| COVENANT MEDICAL GROUP | |
| 0 | |
| HERITAGE INVESTMENT GROUP I LLC | |
| 0 | |
| HOME CARE PARTNERS | |
| 0 | |
| HOSPICE OF LUBBOCK | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL PRACTICE MGMT | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL SERVICES | |
| 0 | |
| LUBBOCK SURGERY CENTER LTD | |
| 0 | |
| METHODIST CHILDREN'S HOSPITAL | |
| 0 | |
| METHODIST DIAGNOSTIC IMAGING | |
| 0 | |
| METHODIST HOSPITAL LEVELLAND | |
| 0 | |
| METHODIST HOSPITAL PLAINVIEW | |
| 0 | |
| MISSION AMBULATORY SURGICENTER | |
| 0 | |
| MISSION HOSPITAL REG MED CTR FDN | |
| 0 | |
| MISSION MEDICAL CENTER ASSOCIATION | |
| 0 | |
| MISSION VIEJO MEDICAL VENTURES | |
| 0 | |
| REDWOOD MEMORIAL FOUNDATION | |
| 0 | |
| SHA LLC | |
| 0 | |
| SRM ALLIANCE HOSPITAL SERVICES | |
| 0 | |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | |
| 0 | |
| ST JOSEPH HEALTH SYSTEM HOME CARE SERVICES | |
| 0 | |
| ST JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY | |
| 0 | |
| ST JOSEPH HOME CARE NETWORK | |
| 0 | |
| ST JOSEPH PROF SVCS ENTERPRISES INC | |
| 0 | |
| ST JOSEPH YORBA PARK | |
| 0 | |
| ST JUDE HOSPITAL YORBA LINDA | |
| 0 | |
| ST JUDE MEMORIAL FOUNDATION | |
| 0 | |
| ST MARY OF THE PLAINS HOSPITAL FDN | |
| 0 | |
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: 500 S. MAIN STREET STE. 1000 ORANGE, CA 92868 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 | Explanation |
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