ST MARY MEDICAL CENTER: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST MARY MEDICAL CENTER (EIN 95-1914489)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201241319349301119
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T09:50:25-04:00 | 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 | 951914489 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARY MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STMA | NameControl |
| Phone | 7602422311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18300 HIGHWAY 18 | AddressLine1 |
| City | APPLE VALLEY | City |
| State | CA | State |
| ZIP Code | 92307 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON BARKER | Name |
| Title | PRESIDENT/CEO | Title |
| Date Signed | 2012-05-09 | 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 | JASON L BARKER | NameOfPrincipalOfficerPerson |
| Gross Receipts | 292901415 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STMARYAPPLEVALLEY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE ARE COMMITTED TO EXTENDING THE HEALING MINISTRY OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1867 | TotalNbrEmployees |
| Total Nbr Volunteers | 220 | TotalNbrVolunteers |
| Total Gross UBI | 21057 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 5212 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1211350 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1912620 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 264515588 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 285858558 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3384255 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4792693 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 109703 | OtherRevenuePriorYear |
| Other Revenue Current Year | 140716 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 269220896 | TotalRevenuePriorYear |
| Total Revenue Current Year | 292704587 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2437281 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3121856 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 120592440 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 133982243 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1058335 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 125300880 | OtherExpensePriorYear |
| Other Expenses Current Year | 115766457 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 248330601 | TotalExpensesPriorYear |
| Total Expenses Current Year | 252870556 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 20890295 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 39834031 | RevenuesLessExpensesCY |
| Total Assets BOY | 211973662 | TotalAssetsBOY |
| Total Assets EOY | 262302057 | TotalAssetsEOY |
| Total Liabilities BOY | 100034268 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 103538865 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 111939394 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 158763192 | 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 | 230480270 | Expense |
| Grants | 3121856 | Grants |
| Revenue | 285858558 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 230480270 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 326 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1867 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | 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 | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | 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 | SHAWN CURTIS DIR OF FINANCE | NamePerson |
| Telephone Number | 7609468742 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18300 HIGHWAY 18 | AddressLine1 |
| City | APPLE VALLEY | City |
| State | CA | State |
| ZIP Code | 92308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| VINCENT AJANWACHUKU MD | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 33594 | 0 | 0 | ||||
| VIRGIL BARNES | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| ROSELLA BERNAL | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| STEPHEN GILBERT | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 566206 | 50806 | ||||
| SISTER MARTHA ANN FITZPATRICK | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER THERESA LAMETTEREY | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JOHN HULTERSTROM | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| SISTER KATHLEEN MALONEY | |||||||||
| BOARD OF DIRECTOR (PART YEAR) | 2.0 | X | 0 | 0 | 0 | ||||
| DIANA CARLONI O'MALLEY | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| HARBANS SINGH MD | |||||||||
| BOARD OF DIRECTOR (PART YEAR) | 2.0 | X | 0 | 0 | 0 | ||||
| ROB TURNER | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| WANDA WILBURN MD | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 11550 | 0 | 0 | ||||
| BROTHER PETER GELFER | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| ERIC MORENO | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| SYED RAZA MD | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 35590 | 0 | 0 | ||||
| BROTHER IGNATIUS SUDOL | |||||||||
| BOARD OF DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||||
| JASON BARKER | |||||||||
| PRESIDENT/CEO | 50.0 | X | 0 | 564732 | 24006 | X | |||
| DAVID O'BRIEN | |||||||||
| SECRETARY/COO | 50.0 | 582606 | 0 | 22313 | X | ||||
| EDWARD WONG | |||||||||
| VP FINANCE/CFO | 50.0 | 564153 | 0 | 24153 | X | ||||
| JOHN PERRING-MULLIGAN | |||||||||
| VP MISSION INTEGRATION | 50.0 | 261280 | 0 | 21037 | X | ||||
| JAMES KYLE | |||||||||
| VP MEDICAL AFFAIRS | 50.0 | 404250 | 0 | 31526 | X | ||||
| STEPHEN ECKBERG | |||||||||
| VP HUMAN RESOURCES | 50.0 | 335149 | 0 | 35174 | X | ||||
| RANDY BEVILACQUA | |||||||||
| VP COMMUNICATIONS | 50.0 | 288915 | 0 | 25788 | X | ||||
| MARILYN DRONE | |||||||||
| VICE PRESIDENT/CNO | 50.0 | 279356 | 0 | 25263 | X | ||||
| VANBOTRA HUANG | |||||||||
| PHARMACY DIRECTOR | 50.0 | 200495 | 0 | 13862 | X | ||||
| EDWARD MEDINA | |||||||||
| PACS/RIS COORDINATOR | 40.0 | 186740 | 0 | 34680 | X | ||||
| MARILYN PLATT | |||||||||
| NURSING SUPERVISOR | 40.0 | 181980 | 0 | 17386 | X | ||||
| LAURIE ROBERTS | |||||||||
| COMMUNITY HEALTH DIRECTOR | 50.0 | 181657 | 0 | 25139 | X | ||||
| GLORIA PEAK | |||||||||
| IN-PATIENT NURSING SVCS DIR. | 50.0 | 177293 | 0 | 28252 | X | ||||
| DONALD MILLER | |||||||||
| FORMER VP FINANCE/CFO | 0.0 | 0 | 670985 | 21003 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3724608 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1801923 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 400388 | TotalOtherCompensation |
| Number Individuals GT100 K | 201 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| INTELISTAF TRAVEL | |||||
| 901 YAMATO ROAD STE 110 | BOCA RATON | FL | 33431 | NURSING REGISTRY | 7067345 |
| MS ILBEIGI AND ASSOC MD INC | |||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | MEDICAL SERVICES | 1692333 |
| HIGH DESERT PRIMARY CARE | |||||
| 17095 MAIN STREET | HESPERIA | CA | 92345 | MEDICAL SERVICES | 1517918 |
| INLAND CARDIOTHORACIC SURGICAL | |||||
| 401 E HIGHLAND AVE STE 251 | SAN BERNARDINO | CA | 92404 | MEDICAL SERVICES | 1077150 |
| UNIVERSAL HOSPITAL SERVICES | |||||
| 9853 PACIFIC HEIGHTS BLVD STE E | SAN DIEGO | CA | 92121 | RENTAL SERVICES | 1028185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 148 | NumberOfContractorsGT100K |
| Fundraising Events | 102485 | FundraisingEvents |
| Related Organizations | 862657 | RelatedOrganizations |
| Government Grants | 147532 | GovernmentGrants |
| All Other Contributions | 799946 | AllOtherContributions |
| Total Contributions | 1912620 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 622110 | 267450818 | 267450818 | |
| CAPITATION PREMIUM REVENUE | 622110 | 17774504 | 17774504 | |
| CAFETERIA | 722210 | 498701 | 498701 | |
| MOB RENTAL | 531120 | 92301 | 92301 | |
| LABORATORY | 621500 | 21057 | 21057 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21177 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21177 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 285858558 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 175117 | TotalRevenueColumn |
| Exclusion | $175,117 | 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) |
|---|---|---|
| Securities | 4617576 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4617576 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4617576 | TotalRevenueColumn |
| Exclusion | $4,617,576 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 337544 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 102485 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 196828 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140716 | TotalRevenueColumn |
| Exclusion | $140,716 | ExclusionAmount |
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 | 292704587 | TotalRevenueColumn |
| Related Or Exempt Function Income | 285837501 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 21057 | UnrelatedBusinessRevenue |
| Exclusion | $4,933,409 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3121856 | Total |
| Program Services | 3121856 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3234690 | Total |
| Program Services | 2225593 | ProgramServices |
| Management And General | 785064 | ManagementAndGeneral |
| Fundraising | 224033 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89008563 | Total |
| Program Services | 83594194 | ProgramServices |
| Management And General | 5281760 | ManagementAndGeneral |
| Fundraising | 132609 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4774527 | Total |
| Program Services | 4275530 | ProgramServices |
| Management And General | 477356 | ManagementAndGeneral |
| Fundraising | 21641 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29438210 | Total |
| Program Services | 27991225 | ProgramServices |
| Management And General | 1321655 | ManagementAndGeneral |
| Fundraising | 125330 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7526253 | Total |
| Program Services | 7064534 | ProgramServices |
| Management And General | 431415 | ManagementAndGeneral |
| Fundraising | 30304 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12164521 | Total |
| Program Services | 11607574 | ProgramServices |
| Management And General | 556947 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1885309 | Total |
| Program Services | 154124 | ProgramServices |
| Management And General | 1731185 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221803 | Total |
| Management And General | 221803 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35848 | Total |
| Program Services | 35848 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34456399 | Total |
| Program Services | 29382818 | ProgramServices |
| Management And General | 4622036 | ManagementAndGeneral |
| Fundraising | 451545 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417561 | Total |
| Program Services | 22988 | ProgramServices |
| Management And General | 394573 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42725330 | Total |
| Program Services | 42458532 | ProgramServices |
| Management And General | 250944 | ManagementAndGeneral |
| Fundraising | 15854 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276751 | Total |
| Program Services | 244890 | ProgramServices |
| Management And General | 31395 | ManagementAndGeneral |
| Fundraising | 466 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2556255 | Total |
| Program Services | 2265215 | ProgramServices |
| Management And General | 291040 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426268 | Total |
| Program Services | 294917 | ProgramServices |
| Management And General | 110893 | ManagementAndGeneral |
| Fundraising | 20458 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77256 | Total |
| Program Services | 31106 | ProgramServices |
| Management And General | 44260 | ManagementAndGeneral |
| Fundraising | 1890 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2492185 | Total |
| Program Services | 2492185 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8122101 | Total |
| Program Services | 7616884 | ProgramServices |
| Management And General | 502530 | ManagementAndGeneral |
| Fundraising | 2687 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2709760 | Total |
| Management And General | 2709760 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CAPITATION REINSURANCE | 115981 | 115981 | ||
| ALL OTHER EXPENSES | 7083129 | 5484276 | 1567335 | 31518 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252870556 | Total |
| Program Services | 230480270 | ProgramServices |
| Management And General | 21331951 | ManagementAndGeneral |
| Fundraising | 1058335 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18142741 | BOY |
| EOY | 23199277 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23649084 | BOY |
| EOY | 36430743 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366000 | BOY |
| EOY | 947400 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34075243 | BOY |
| EOY | 38893617 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1351932 | BOY |
| EOY | 1443925 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3402591 | BOY |
| EOY | 2958239 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612972 | BOY |
| EOY | 577110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 198923726 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 96271360 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92988361 | BOY |
| EOY | 102652366 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34127707 | BOY |
| EOY | 48672815 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3257031 | BOY |
| EOY | 6526565 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211973662 | BOY |
| EOY | 262302057 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31139950 | BOY |
| EOY | 31800409 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68894318 | BOY |
| EOY | 71738456 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100034268 | BOY |
| EOY | 103538865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107877131 | BOY |
| EOY | 152376460 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4062263 | BOY |
| EOY | 6386732 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111939394 | BOY |
| EOY | 158763192 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211973662 | BOY |
| EOY | 262302057 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 39834031 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6989767 | 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $35,848 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 35848 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1I | ReturnReference |
| Explanation | THE AMOUNT ON LINE 1I IS THE PORTION OF DUES PAID TO HOSPITAL ASSOCIATIONS FOR LOBBYING ACTIVITIES. DURING THE PAST YEAR, THE ST. JOSEPH HEALTH SYSTEM HAS CONDUCTED AN ADVOCACY EFFORT WHICH INCLUDED MINIMAL LOBBYING ACTIVITY. THESE INCLUDED MEETING WITH LOCAL, STATE, AND FEDERAL LEGISLATORS, THEIR STAFF AND OTHER GOVERNMENTAL OFFICIALS; AND COMMUNICATIONS TO LEGISLATORS ADVOCATING POSITIONS ON LEGISLATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 473913 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 56976 | InvestmentEarningsOrLosses |
| End Of Year Balance | 530889 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 420803 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 53110 | InvestmentEarningsOrLosses |
| End Of Year Balance | 473913 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 485207 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -64404 | InvestmentEarningsOrLosses |
| End Of Year Balance | 420803 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30576944 | OtherCostOrOtherBasis |
| Book Value | 30576944 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87248942 | OtherCostOrOtherBasis |
| Depreciation | 40074271 | Depreciation |
| Book Value | 47174671 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 179868 | OtherCostOrOtherBasis |
| Depreciation | 163314 | Depreciation |
| Book Value | 16554 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 71461371 | OtherCostOrOtherBasis |
| Depreciation | 56033775 | Depreciation |
| Book Value | 15427596 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9456601 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 9456601 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 102652366 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERCO WITH HEALTH SYSTEM BONDS | $35,315,559 |
| DUE TO 3RD PARTY PAYORS | $19,813,638 |
| PAYABLE TO AFFILIATES | $15,186,899 |
| CAPITAL LEASE | $1,419,320 |
| SECURITY DEPOSIT | $3,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 71738456 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS USE | SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS WERE DESIGNATED TO PROVIDE SCHOLARSHIP FUNDS FOR NURSING STUDENTS. |
| CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) | SCHEDULE D, PART X, LINE 2 | ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY OR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2011 OR 2010. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | CAPTIVE INSURANCE | SpecificServicesProvided |
| Total Expenditures | 2275892 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2275892 | SubtotalAmountSpent |
| Total Amount Spent | 2275892 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING METHOD | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 3, COLUMN F | ReturnReference |
| Explanation | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNT IN COLUMN F. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Annual Gala | NameOfEvent1 |
| Gross Receipts Event1 | 300520 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 92800 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 207720 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 3947 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 4288 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 48984 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 29500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 57722 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Trnmnt | NameOfEvent2 |
| Gross Receipts Event2 | 61949 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 4525 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 57424 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 750 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 5500 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5514 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 6608 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 77560 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 5160 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 72400 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 136 | NonCashPrizesOtherEvents |
| Food And Beverage Other Events | 8656 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 25223 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 440029 | GrossReceiptsTotal |
| Charitable Contributions Total | 102485 | CharitableContributionsTotal |
| Gross Revenue Total Events | 337544 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4833 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9788 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 63154 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 29500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 89553 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 196828 | DirectExpenseSummaryEvents |
| Net Income Summary | 140716 | NetIncomeSummary |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 12992 | PersonsServed |
| Total Community Benefit Expense | 9423205 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9423205 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03730 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 37003 | PersonsServed |
| Total Community Benefit Expense | 32705751 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 38687928 | DirectOffsettingRevenue |
| Net Community Benefit Expense | -5982177 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02370 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 49995 | PersonsServed |
| Total Community Benefit Expense | 42128956 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 38687928 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3441028 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01360 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 13296 | PersonsServed |
| Total Community Benefit Expense | 4315494 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 636413 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3679081 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01450 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 156 | PersonsServed |
| Total Community Benefit Expense | 16488 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 16488 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 895 | PersonsServed |
| Total Community Benefit Expense | 1412460 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1412460 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00560 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 14347 | PersonsServed |
| Total Community Benefit Expense | 5744442 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 636413 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5108029 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02020 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 64342 | PersonsServed |
| Total Community Benefit Expense | 47873398 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 39324341 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 8549057 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03380 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 15314 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 15314 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00630 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 1120 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 1120 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 45274 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 45274 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.01850 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 104042 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 83496 | DirectOffsettingRevenue |
| Net Community Building Expense | 20546 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00840 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 165750 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 83496 | DirectOffsettingRevenue |
| Net Community Building Expense | 82254 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.03370 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $2,448,149 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 44478866 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 35765631 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 8713235 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | X | CostAccountingSystem |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARY MEDICAL CENTER | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18300 HIGHWAY 18 | AddressLine1 |
| City | APPLE VALLEY | City |
| State | CA | State |
| ZIP Code | 92307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARY MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 5 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (5 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| OUPATIENT SURGERY PAVILLION | ||||
| 18122 US HWY 18 | APPLE VALLEY | CA | 92307 | OUTPATIENT SERVICES |
| WOUND CARE CENTER | ||||
| 16077 KAMANA ROAD | APPLE VALLEY | CA | 92307 | OUTPATIENT SERVICES |
| HEALTHY BEGINNINGS CLINIC | ||||
| 18977 S OUTER HWY 18 A | APPLE VALLEY | CA | 92307 | OUTPATIENT SERVICES |
| HESPERIA CLINIC | ||||
| 17091 MAIN STREET STE 100 | HESPERIA | CA | 92345 | OUTPATIENT SERVICES |
| ADELANTO CLINIC | ||||
| 11424 CHAMBERLAIN WAY STE 89 | ADELANTO | CA | 92301 | OUTPATIENT SERVICES |
Form990 Schedule H Part VI Form990ScheduleHPartVI (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE H, PART I, LINE 7 | THE AMOUNTS REPORTED IN THE TABLE WERE CALCULATED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. | |
| SCHEDULE H, PART I, LINE 7B, COLUMN E | THE CALIFORNIA HOSPITAL QUALITY ASSURANCE PROGRAM (THE PROGRAM) WAS SIGNED INTO LAW AND BECAME EFFECTIVE ON JANUARY 1, 2010. UNDER THE PROGRAM, $9,566,073 IN SUPPLEMENTAL PAYMENTS WAS RECEIVED IN FY11. THE SUPPLEMENTAL PAYMENTS ARE INCLUDED IN SCHEDULE H, PART I, LINE 7B, COLUMN (D) AS OFFSETTING REVENUE. THE NEGATIVE AMOUNT ON LINE 7B IS A RESULT OF THE PROGRAM, WHICH IS LIMITED IN NATURE, AND IS DESIGNED TO COMPENSATE FOR SERVICES PROVIDED OVER SEVERAL PRIOR PERIODS. | |
| SCHEDULE H, PART II | THE HOSPITAL IS ENGAGED IN NUMEROUS COMMUNITY BUILDING EFFORTS. THE HOSPITAL SPONSORS A CAREER DEVELOPMENT PROGRAM FOR HIGH SCHOOL STUDENTS INTERESTED IN CLINICAL AND ADMINISTRATION HEALTHCARE CAREERS. THE HOSPITAL IS A MEMBER OF A COUNTY-WIDE INITIATIVE, THE ALLIANCE FOR EDUCATION, SPONSORED BY SAN BERNARDINO COUNTY DEPARTMENT OF EDUCATION. THESE PROGRAMS ARE IN RESPONSE TO DATA INDICATING SAN BERNARDINO LAGS BEHIND NEIGHBORING COUNTIES IN THE PERCENTAGE OF STUDENTS GRADUATING HIGH SCHOOL AND ENTERING COLLEGE. IN RESPONSE TO DATA INDICATING OBESITY IS A PRIMARY UNDERLYING CAUSE TO HEART DISEASE, THE HOSPITAL IS LEADING REGIONAL AND CITY COLLABORATIONS PROMOTING HEALTHIER FOOD OPTIONS, INCREASED ACCESS TO RECREATION AND POLICY ADVOCACY WHEREBY HEALTH PROMOTION/HEALTHY COMMUNITY PRINCIPLES ARE INCORPORATED INTO GENERAL PLANS. THIS EFFORT HAS RESULTED IN ONE CITY PASSING ITS FIRST NON-MOTORIZED TRANSPORTATION PLAN AND A SECOND CREATING RECREATION AND SPORTS PROGRAMS FOR ITS RESIDENTS. THE HOSPITAL'S ADVOCACY WORK HAS SUCCESSFULLY ASSISTED A LEADING MANAGED CARE PROVIDER TO OPEN A PRIMARY CARE CLINIC IN A COMMUNITY WITH VIRTUALLY NO HEALTHCARE PROVIDERS. THE HOSPITAL'S ADVOCACY WORK HAS ALSO BEEN DIRECTED TO BRING FEDERALLY QUALIFIED HEALTH CENTERS (FQHC) TO THE REGION. CURRENTLY NO FQHC CENTERS OPERATE IN THE HOSPITAL'S SERVICE AREA. THE AVAILABILITY OF LOCAL FQHC CENTERS COULD ASSIST TO FIND MEDICAL HOMES FOR UNINSURED PATIENTS CURRENTLY RELYING ON HOSPITAL EMERGENCY ROOMS FOR THEIR URGENT CARE NEEDS. | |
| SCHEDULE H, PART III, LINE 4 | THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT. COLLECTION ACTIONS ARE NOT PURSUED ON THESE ACCOUNTS ONCE THEY ARE RECLASSIFIED AS FINANCIAL ASSISTANCE. THERE IS NO OTHER AMOUNT OF BAD DEBT THAT SHOULD BE REPORTED AS FINANCIAL ASSISTANCE. FINANCIAL STATEMENT FOOTNOTE FOR BAD DEBT: THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED AND OTHERS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE BAD DEBT AMOUNT REPORTED WAS DETERMINED USING THE ORGANIZATION'S OVERALL COST-TO-CHARGE RATIO. | |
| SCHEDULE H, PART III, LINE 8 | AS A CATHOLIC HEALTH CARE MINISTRY, THE ORGANIZATION FOLLOWS THE CATHOLIC HEALTH ASSOCIATION'S COMMUNITY BENEFIT REPORTING GUIDELINES AND THEREFORE DOES NOT REPORT MEDICARE AS A COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED USING THE MEDICARE COST REPORT SUBMITTED FOR THE FISCAL YEAR USING CMS STANDARD COSTING METHODS. THIS METHOD INCLUDES SPECIFIC STEP-DOWN ALLOCATION PROCESSES WHICH ARE APPLIED TO CALCULATE ALLOWABLE MEDICARE COSTS. | |
| SCHEDULE H, PART III, LINE 9B | ST. MARY MEDICAL CENTER PATIENT ACCOUNTS ARE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MAKES A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMS AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIES FOR CHARITY CARE. ACCOUNTS FOR PATIENTS WHO QUALIFY FOR CHARITY CARE ARE WRITTEN OFF AND COLLECTION EFFORTS ARE NOT PURSUED. | |
| NEEDS ASSESSMENT | EVERY THREE YEARS ST. MARY MEDICAL CENTER CONDUCTS A COMPREHENSIVE NEEDS ASSESSMENT. THE ASSESSMENT IS DESIGNED AND COMPLETED WITH ASSISTANCE FROM OUTSIDE ORGANIZATIONS, INCLUDING A CONTRACTED HEALTH CONSULTING FIRM. THE HOSPITAL DEVELOPS A NEEDS ASSESSMENT PROCESS IN COLLABORATION WITH OTHER LOCAL HOSPITALS, COMMUNITY ORGANIZATIONS AND THE COUNTY DEPARTMENT OF PUBLIC HEALTH IN AN EFFORT TO ADVANCE COUNTY-LEVEL HEALTH INITIATIVES SUCH AS CARDIAC DISEASE AND ACCESS TO CARE. HEALTH AND SOCIOECONOMIC DATA IS COLLECTED AND ASSESSED FOR COMMUNITIES WITHIN THE HOSPITAL'S PRIMARY AND SECONDARY MARKETS AND MAPPING IS CONDUCTED AT THE ZIP CODE AND, WHERE POSSIBLE, THE BLOCK GROUP LEVEL. COMMUNITY BENEFIT PROGRAMS AND ACTIVITIES ARE THEN TARGETED TO NEIGHBORHOODS AND/OR POPULATIONS IDENTIFIED WITH THE GREATEST NEEDS. THE HOSPITAL'S COMMUNITY BENEFITS COMMITTEE REVIEWS THE PROCESS FOR COLLECTING HEALTH DATA, PRIORITIZING NEEDS AND APPROVES KEY COMMUNITY BENEFIT PROGRAMS. ALL HOSPITAL NEEDS ASSESSMENTS ARE PLACED ON THE HOSPITAL'S INTERNET SITE FOR PUBLIC USE. NEEDS ASSESSMENTS ARE PROVIDED TO COMMUNITY ORGANIZATIONS TO ASSIST IN GRANT WRITING AND ADVOCACY. PRIORITY FINDINGS FROM NEEDS ASSESSMENTS RESULTED IN THE HOSPITAL DEVELOPING PROGRAMS IN EXPANDING ACCESS TO CARE FOR THE UNINSURED, PROGRAMS DIRECTED TOWARD CHILDHOOD OBESITY, CONDUCTING COMMUNITY BUILDING EFFORTS TO IMPROVE PUBLIC ACCESS TO HEALTHIER FOODS AND INCREASED PHYSICAL ACTIVITY, ENROLLING UNINSURED CHILDREN, ASSISTING PERSONS IN ECONOMIC CRISIS AND OPERATING A HEALTH CAREER ACADEMY. | SCHEDULE H, PART VI, LINE 2 |
| PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE | THE ORGANIZATION POSTS NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES ARE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES ARE ALSO POSTED AT LOCATIONS WHERE A PATIENT MAY PAY THEIR BILL. NOTICES INCLUDE CONTACT INFORMATION ON HOW A PATIENT CAN OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES ARE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT ARE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATE LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS ARE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND IS OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY BE ELIGIBLE. | SCHEDULE H, PART VI, LINE 3 |
| COMMUNITY INFORMATION | THE HOSPITAL'S SERVICE AREA COVERS A PORTION OF THE HIGH DESERT REGION OF SAN BERNARDINO COUNTY AND IS THE FIFTH LARGEST COUNTY BY POPULATION IN CALIFORNIA. THE HOSPITAL'S PRIMARY AND SECONDARY SERVICE AREA INCLUDES THE FOLLOWING ZIP CODES: 92301, 92307, 92308, 92311, 92344, 92345, 92356, 92392, 92394 AND 92395. IN 2009 THE POPULATION WAS ESTIMATED AT 390,933 WITH A PROJECTED GROWTH OF 463,000 RESIDENTS BY 2014. THE LARGEST ETHNIC GROUP (48%) IS HISPANIC. MEDIAN HOUSEHOLD INCOME IS $48,911. APPROXIMATELY 25% OF THE POPULATION EARNS LESS THAN $25,000 AND 40% OF THE POPULATION IS BETWEEN THE AGES OF 25-54. MOST RECENT ECONOMIC DATA INDICATES THE AREA'S UNEMPLOYMENT RATE IS 14%. THE COMMUNITY IS SERVED BY TWO FOR PROFIT AND TWO NOT FOR PROFIT HOSPITALS. IN CALIFORNIA, SAN BERNARDINO COUNTY HAS THE HIGHEST DEATH RATE FROM HEART DISEASE AS COMPARED TO OTHER REGIONS IN THE STATE. DEATH CAUSED BY HEART DISEASE ACCOUNTS FOR 30% OF ALL DEATHS IN THE COUNTY. THE HOSPITAL OFFERS COMPLETE CARDIAC CARE INCLUDING FULL-SERVICE DIAGNOSTIC AND TREATMENT PROGRAMS AND IS DESIGNATED BY SAN BERNARDINO COUNTY AS A SEGMENT ELEVATION MYOCARDIAL INFRACTION (STEMI) RECEIVING CENTER. IN RESPONSE TO HEALTH DATA INDICATING HIGH OBESITY RATES, THE HOSPITAL HAS BEEN RAISING FUNDS AND THE HOSPITAL BEGAN IMPLEMENTING OBESITY PROGRAMS TARGETED TO YOUNG FAMILIES. ADDITIONALLY, THE HOSPITAL HAS COORDINATED A HEALTHY HIGH DESERT CAMPAIGN IN REGIONAL EFFORT PROMOTING THE ADOPTION OF HEALTHIER EATING AND MORE ACTIVE LIFESTYLES. THE HOSPITAL OPERATES THREE COMMUNITY CLINICS AND A MOBILE MEDICAL VAN TO ASSIST UNINSURED PATIENTS WHERE THE BARRIERS OF NO TRANSPORTATION OR INSURANCE LIMITS ACCESS TO CARE. THE NUMBER OF UNINSURED CHILDREN, ESTIMATED AT 34,000 IN SAN BERNARDINO COUNTY, RANKS AS THE FIFTH LARGEST IN CALIFORNIA. IT IS ESTIMATED THAT 75% OF UNINSURED CHILDREN ARE ELIGIBLE FOR LOW COST HEALTH INSURANCE PROGRAMS. THE HOSPITAL, IN PARTNERSHIP WITH SCHOOLS AND CHURCHES, PARTICIPATES IN A COUNTY-WIDE COLLABORATION ENROLLING UNINSURED CHILDREN IN LOW COST HEALTH INSURANCE PROGRAMS. ADDITIONALLY, THE HOSPITAL PARTICIPATES IN A COUNTY CLINIC COLLABORATIVE TO INCREASE THE NUMBER OF COMMUNITY CLINICS PROVIDING PRIMARY CARE SERVICES TO LOW INCOME POPULATIONS. | SCHEDULE H, PART VI, LINE 4 |
| PROMOTION OF COMMUNITY HEALTH | THE GOVERNING BODY IS COMPRISED OF A MAJORITY OF PERSONS WHO RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA AND WHO ARE NOT EMPLOYEES, CONTRACTORS, OR FAMILY MEMBERS. THE SUB-COMMITTEE OF THE BOARD OF TRUSTEES, KNOWN AS THE COMMUNITY BENEFIT COMMITTEE, OVERSEES THE DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY BENEFIT PLAN EVERY THREE YEARS, AS WELL AS AN ANNUAL COMMUNITY BENEFIT REPORT. THE COMMITTEE ALSO PROVIDES GENERAL DIRECTION TO ST. MARY MEDICAL CENTER REGARDING: 1) BUDGETING DECISIONS, 2) COMMUNITY BENEFIT PROGRAM CONTENT, 3) COMMUNITY BENEFIT PROGRAM DESIGN, 4) TARGET GEOGRAPHIC/POPULATION, 5) PROGRAM CONTINUATION OR DISCONTINUATION, 6) FUND DEVELOPMENT SUPPORT, AND 7) COMMUNITY-WIDE ENGAGEMENT. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. GIVING BACK TO THE COMMUNITY IS INTEGRATED INTO EVERY ASPECT OF OUR ORGANIZATION. AS A MEMBER OF THE FAITH-BASED HEALTH MINISTRY OF ST. JOSEPH HEALTH SYSTEM, WE PROVIDE FREE AND DISCOUNTED CARE VIA OUR FINANCIAL ASSISTANCE PROGRAM AND HAVE A FUNDING STREAM TO ADDRESS THE NEEDS OF THE ECONOMICALLY POOR AND VULNERABLE IN THE COMMUNITIES WE SERVE. OUR MISSION IS TO PROVIDE QUALITY CARE TO ALL OUR PATIENTS, REGARDLESS OF ABILITY TO PAY. WE BELIEVE THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY ST. MARY MEDICAL CENTER, AS A MINISTRY OF ST. JOSEPH HEALTH SYSTEM, HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. ON AN ANNUAL BASIS, TEN PERCENT OF OUR NET INCOME IS DEVOTED TO FUND COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR (CARE FOR THE POOR FUNDS). SPECIFICALLY, FUNDS ARE USED FOR OUTREACH PROGRAMS, DEFINED AS THOSE SERVICES THAT ADDRESS A SPECIFIC UNMET HEALTH NEED AND ARE SEPARATE FROM TRADITIONAL ACUTE CARE SERVICES. IN ADDITION TO DEVOTING A PERCENTAGE OF OUR NET INCOME TO COMMUNITY PROGRAMS FOR THE ECONOMICALLY POOR VIA CARE FOR THE POOR FUNDS, WE STRIVE TO ANNUALLY BUDGET A PORTION OF OUR TOTAL OPERATING EXPENSES FOR HEALTHY COMMUNITIES AND COMMUNITY HEALTH EFFORTS. DURING THE PAST YEAR, ST. MARY MEDICAL CENTER DEDICATED $3,418,844 IN COMMUNITY HEALTH IMPROVEMENT SERVICES FOR VULNERABLE POPULATIONS AND PROVIDED $1,054 IN COMMUNITY BUILDING FOR VULNERABLE POPULATIONS AND $12,260 IN CASH AND IN-KIND SERVICES. FUNDS MADE POSSIBLE THE OPERATION OF THREE FIXED COMMUNITY CLINICS AND THE OPERATION OF ONE MOBILE MEDICAL CLINIC PROVIDING LOW INCOME AND UNINSURED PERSONS PRE-NATAL CARE, PRIMARY CARE AND COMPREHENSIVE DIABETES CARE, BEHAVIORIAL COUNSELING AND CANCER SCREENING SERVICES. ADDITIONALLY, $71,014 FUNDED COMMUNITY HEALTH IMPROVEMENT SERVICES PROVIDED TO THE BROADER COMMUNITY AS WELL AS $81,200 IN COMMUNITY BUILDING SERVICES WHICH INCLUDED CHILD OBESITY PROGRAMS AND FOUR HEALTHY CITY CAMPAIGNS ADDRESSING THE LACK OF FRESH PRODUCE AND LIMITED PUBLIC ACCESS TO PARKS AND RECREATION PROGRAMS. FINALLY, THE HOSPITAL PROVIDED $16,488 IN HEALTH RESEARCH, EDUCATION AND TRAINING TO OPERATE A HEALTH CARE ACADEMY FOR HIGH SCHOOL YOUTH CONSIDERING A CAREER IN MEDICINE. (DATA SOURCE IS FY2011 COMMUNITY BENEFIT REPORT) | SCHEDULE H, PART VI, LINE 5 |
| AFFILIATED HEALTH CARE SYSTEM | ST. MARY MEDICAL CENTER IS A HEALING MINISTRY OF ST. JOSEPH HEALTH SYSTEM, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS MISSION OF IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. OUR FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES A PROCESS THROUGH WHICH THE HOSPITAL MINISTRIES RETURN TEN PERCENT OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION TO SUPPORT OUTREACH EFFORTS FOR THE MATERIALLY POOR. THE FOUNDATION FUNDS PROGRAMS THAT EXEMPLIFY THE FOUR CORE VALUES OF ST. JOSEPH HEALTH SYSTEM: SERVICE, EXCELLENCE, DIGNITY, AND JUSTICE. | SCHEDULE H, PART VI, LINE 6 |
| STATE FILING OF COMMUNITY BENEFIT REPORT | CALIFORNIA MINISTRIES REPORT TO CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT IN ACCORDANCE WITH CALIFORNIA SENATE BILL 697. | SCHEDULE H, PART VI, LINE 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | |||||||
| 1450 N D STREET | SAN BERNARDINO | CA | 92405 | 953516461 | 501(c)(3) | 36600 | PROVIDE SUPPORT TO INDIGENT POPULATION |
| ST JOHN OF GOD | |||||||
| 13333 PALMDALE RD | VICTORVILLE | CA | 92392 | 953806996 | 501(c)(3) | 48000 | PROVIDE SUPPORT TO INDIGENT POPULATION |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |||||||
| 500 S MAIN STREET | ORANGE | CA | 928684507 | 330143024 | 501(c)(3) | 1636600 | CARE FOR THE POOR |
| CALIFORNIA HEALTH FOUNDATION AND TRUST | |||||||
| 1215 K ST STE 800 | SACRAMENTO | CA | 95814 | 941498697 | 501(c)(3) | 1398156 | CA HOSPITAL FEE PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | COMMUNITY BENEFIT COMMITTEE OVERSEES/MONITORS GRANT USAGE ON A MONTHLY BASIS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD MILLER | |||||||||||||
| 0 | 267111 | 0 | 84794 | 0 | 319080 | 0 | 19579 | 0 | 1424 | 0 | 691988 | 0 | 185883 |
| STEPHEN GILBERT | |||||||||||||
| 0 | 326984 | 0 | 99931 | 0 | 139291 | 0 | 22018 | 0 | 28788 | 0 | 617012 | 0 | 0 |
| JASON BARKER | |||||||||||||
| 0 | 316797 | 0 | 105138 | 0 | 142797 | 0 | 9800 | 0 | 14206 | 0 | 588738 | 0 | 0 |
| DAVID O'BRIEN | |||||||||||||
| 319876 | 0 | 86878 | 0 | 175852 | 0 | 12235 | 0 | 10078 | 0 | 604919 | 0 | 0 | 0 |
| EDWARD WONG | |||||||||||||
| 308970 | 0 | 83195 | 0 | 171988 | 0 | 22023 | 0 | 2130 | 0 | 588306 | 0 | 0 | 0 |
| JAMES KYLE | |||||||||||||
| 256384 | 0 | 71948 | 0 | 75918 | 0 | 9686 | 0 | 21840 | 0 | 435776 | 0 | 0 | 0 |
| STEPHEN ECKBERG | |||||||||||||
| 197434 | 0 | 54047 | 0 | 83668 | 0 | 17131 | 0 | 18043 | 0 | 370323 | 0 | 0 | 0 |
| RANDY BEVILACQUA | |||||||||||||
| 166818 | 0 | 37866 | 0 | 84231 | 0 | 14538 | 0 | 11250 | 0 | 314703 | 0 | 0 | 0 |
| MARILYN DRONE | |||||||||||||
| 175421 | 0 | 47603 | 0 | 56332 | 0 | 9411 | 0 | 15852 | 0 | 304619 | 0 | 0 | 0 |
| JOHN PERRING-MULLIGAN | |||||||||||||
| 156432 | 0 | 42585 | 0 | 62263 | 0 | 8738 | 0 | 12299 | 0 | 282317 | 0 | 0 | 0 |
| VANBOTRA HUANG | |||||||||||||
| 177796 | 0 | 18217 | 0 | 4482 | 0 | 2246 | 0 | 11616 | 0 | 214357 | 0 | 0 | 0 |
| EDWARD MEDINA | |||||||||||||
| 181610 | 0 | 0 | 0 | 5130 | 0 | 17109 | 0 | 17571 | 0 | 221420 | 0 | 0 | 0 |
| MARILYN PLATT | |||||||||||||
| 112632 | 0 | 5686 | 0 | 63662 | 0 | 11962 | 0 | 5424 | 0 | 199366 | 0 | 0 | 0 |
| LAURIE ROBERTS | |||||||||||||
| 136516 | 0 | 9288 | 0 | 35853 | 0 | 13820 | 0 | 11319 | 0 | 206796 | 0 | 0 | 0 |
| GLORIA PEAK | |||||||||||||
| 138639 | 0 | 9509 | 0 | 29145 | 0 | 12420 | 0 | 15832 | 0 | 205545 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 1A | TAX INDEMNIFICATIONS AND GROSS-UP PAYMENTS GIFT CARDS PROVIDED TO EMPLOYEES DURING CHRISTMAS AND THROUGHOUT THE YEAR FOR REWARD AND RECOGNITION ARE GROSSED UP AND TAXES ARE PAID BY THE MINISTRY. DISCRETIONARY SPENDING ACCOUNT EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. |
| SCHEDULE J, PART I, LINE 3 | THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON BY A RELATED ORGANIZATION. SEE SCHEDULE O FOR 990, PART VI, LINE 15A FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM. | |
| 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 INDIVIDUALS RECEIVED PAYMENT FROM THE 457(F) PLAN DURING THE YEAR: DONALD MILLER - $185,883 | |
| SCHEDULE J, PART I, LINE 7 | A PORTION OF THE 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 THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (16 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | PART I, LINE 1 & PART III, LINE 1 | AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), ST. MARY MEDICAL CENTER IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. |
| PROGRAM SERVICE ACCOMPLISHMENTS | PART III, LINE 4 | REALIZING OUR MISSION AS A NOT-FOR-PROFIT, ST. MARY MEDICAL CENTER HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 56 YEARS. SERVING THE COMMUNITIES OF ADELANTO, APPLE VALLEY, HESPERIA, VICTORVILLE AND MULTIPLE UNINCORPORATED AREAS OF SAN BERNARDINO COUNTY, ST. MARY MEDICAL CENTER IS AN ACUTE CARE HOSPITAL THAT PROVIDES QUALITY CARE IN COMPREHENSIVE INPATIENT AND OUTPATIENT CARE IN THE AREAS OF PAIN MANAGEMENT, PULMONARY REHABILITATION AND WOUND CARE. IT IS DESIGNATED BY SAN BERNARDINO COUNTY AS A STEMI RECEIVING CENTER AND BY THE WORLD HEALTH ORGANIZATION AS BABY FRIENDLY WHILE ALSO OFFERING COMMUNITY HEALTH SERVICES OPERATING THREE FIXED CLINICS AND A MOBILE MEDICAL SERVICE. WITH OVER 1,500 EMPLOYEES COMMITTED TO REALIZING THE MISSION, ST. MARY MEDICAL CENTER IS ONE OF THE LARGEST EMPLOYERS IN THE REGION. ST. MARY MEDICAL CENTER, A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. TODAY THE ST. JOSEPH HEALTH SYSTEM IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY AND ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. OUR MISSION IS REALIZED THROUGH THE DELIVERY OF QUALITY IN-PATIENT AND OUT-PATIENT SERVICES, AND FOCUSED COMMUNITY INITIATIVES AND PROGRAMS THAT ARE DEDICATED TO IMPROVING THE LIVES OF ALL WE SERVE. THREE MISSION OUTCOMES ST. MARY MEDICAL CENTER IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. ST. MARY MEDICAL CENTER IS EMPLOYING A SPOTLIGHTING TECHNIQUE TO VISUALLY CAPTURE WHEN SACRED CARE IS PROVIDED TO PATIENTS DURING THEIR HOSPITAL STAY. THE INITIATIVE IS OCCURRING AT THE UNIT LEVEL ACROSS THE HOSPITAL. SPOTLIGHTING OCCURS BY CAPTURING A SPECIFIC SEGMENT OF A PATIENT'S EXPERIENCE WHERE A MEMORY OF SACRED CARE IS CREATED. STAFF ARE TRAINED TO RE-CREATE THE SPOTLIGHTING EXPERIENCE TO BENEFIT OTHER PATIENTS. THE PROCESS OF SACRED ENCOUNTERS IS TIED TO IMPROVING THE HOSPITAL'S HCAHPS AND PATIENT SATISFACTION SCORES. 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. ST. MARY MEDICAL CENTER IS IMPLEMENTING LEAN AND SIX SIGMA PRINCIPLES TO IMPROVE HOSPITAL PROCESSES ACROSS MULTIPLE DEPARTMENTS. ADDITIONALLY THE HOSPITAL IS IMPLEMENTING ADHERENCE TO PRACTICING EVIDENCE-BASED MEDICINE IN KEY QUALITY METRICS, INCLUDING, BUT NOT LIMITED TO: WRONG SITE SURGERY, RETAINED FOREIGN BODIES, PREVENTABLE VENTILATOR ASSISTED PNEUMONIA, BIRTH TRAUMA, PRESSURE ULCERS AND REDUCING HOSPITAL ACQUIRED CONDITIONS. ST. MARY MEDICAL CENTER IS WORKING TO IMPROVE PATIENT THROUGHPUT WITH SEVERAL PROCESS IMPROVEMENT EFFORTS AND ALSO ACHIEVE MEANINGFUL USE STAGE 1 BY JUNE 2012. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. ST. MARY MEDICAL CENTER IS PURSUING A NUMBER OF PROGRAMS ADDRESSING THE HEALTH AND WELL BEING OF THE COMMUNITY. THE HOSPITAL OPERATES THREE COMMUNITY CLINICS AND A MOBILE VAN SERVING THE REGION'S UNINSURED. THE HOSPITAL FUNDS COMMUNITY PARTNERS ADDRESSING POVERTY, HUNGER, DOMESTIC VIOLENCE AND HOMELESSNESS. THE HOSPITAL ALSO IMPLEMENTED KEY PROGRAMS ADDRESSING HEALTH ISSUES, SUCH AS DIABETES AND OBESITY, AS WELL AS HEALTH INSURANCE, EDUCATION AND CAREER DEVELOPMENT. PROGRAM SERVICE ACCOMPLISHMENTS NAME: CHILD OBESITY GOAL: ACHIEVE A 10% REDUCTION IN THE PERCENTAGE OF OBESE CHILDREN AGES 3 TO 5 YEARS OLD KEY PARTNERS: LOCAL HEAD START PROGRAMS AND PRE SCHOOLS SERVING LOW INCOME FAMILIES ACCOMPLISHMENTS: THE HOSPITAL IS ACHIEVING A 10% REDUCTION IN CHILD OBESITY BY IMPLEMENTATION OF A HEALTHY FOR LIFE PROGRAM IN ELEVEN CLASSROOMS IMPACTING 132 CHILDREN. THE PROGRAM IS TEACHING SCHOOLS TO IMPROVE PHSYICAL ACTIVITY TIME AND HELPING PARENTS ADOPT HEALTHIER BEHAVIORS. CHILDREN IDENTIFIED AS OBESE AND OVERWEIGHT ARE PROVIDED INTENSIVE NUTRITION COUNSELING. THE HOSPITAL HAS ALSO ASSISTED FOUR COMMUNITIES TO START HEALTHY CITY CAMPAIGNS WHEREBY FRESH PRODUCE AND INCREASED ACCESS TO FREE RECREATION IS PROVIDED. THE HOSPITAL IS WORKING IN ONE COMMUNITY TO OPEN A 5 ACRE PARK. ADDITIONALLY, THE HOSPITAL HAS SUCCESSFULLY HELPED A SECOND COMMUNITY ADOPT ITS FIRST COMPREHENSIVE NON-MOTORIZED TRANSPORTATION PLAN THAT CALLS FOR DEVELOPMENT OF A 73 MILE SYSTEM OF BICYCLE AND WALKING PATHS. AT THE COUNTY LEVEL, THE HOSPITAL HAS SUCCESSFULLY ADVOCATED GRANT FUNDING BE DIRECTED TO CHILD OBESITY BY THE FIRST FIVE CHILDREN'S COMMISSION. NAME: COMPREHENSIVE DIABETES EDUCATION GOAL: PATIENTS MANAGE THEIR HGA1C LEVELS BELOW 7 A KEY PARTNERS: INLAND EMPIRE HEALTH PLAN, LOCAL PHYSICIANS ACCOMPLISHMENTS: THE HOSPITAL HAS IMPLEMENTED THE COMMUNITY'S ONLY COMPREHENSIVE DIABETES EDUCATION PROGRAM FOR LOW INCOME AND UNINSURED PERSONS. THE PROGRAM CURRENTLY SERVES 133 UNINSURED AND LOW INCOME PATIENTS. THE PROGRAM'S GOAL IS TO REDUCE EMERGENCY ROOM VISITS FOR UNCONTROLLED DIABETES BY TEACHING PATIENTS HOW TO MANAGE THEIR HGA1C LEVELS BELOW 7 AND 9 AND COMPLETING ANNUAL EYE AND FOOT EXAMS AS CALLED FOR BY HEALTHY PEOPLE 2020. THE PROGRAM IS CURRENTLY ACHIEVING HEALTHY PEOPLE 2020 GOALS FOR CONTROLLING HGA1C LEVELS AND COMPLETING ANNUAL EYE AND FOOT EXAMS. NAME: ACCESS TO CARE GOAL: ENROLL UNINSURED CHILDREN INTO SAFETY NET HEALTH INSURANCE KEY PARTNERS: SIX SCHOOLS, OUR LADY OF THE DESERT CATHOLIC CHURCH, LA SALLE MEDICAL CLINIC, INLAND EMPIRE HEALTH PLAN, COMMUNITY HEALTH ACTION NETWORK, THE GARDNER GROUP. ACCOMPLISHMENTS: THE HOSPITAL CONTINUES ITS REGIONAL LEADERSHIP TO ENROLL UNINSURED CHILDREN INTO SAFETY NET HEALTH INSURANCE PROGRAMS. THE HOSPITAL AND PARTNERS ENROLLED 951 CHILDREN IN A COUNTY WITH THE FIFTH LARGEST POPULATION OF UNINSURED CHILDREN IN THE STATE OF CALIFORNIA. THE HOSPITAL ALSO EXPANDED ITS PRIMARY CARE EFFORTS TO UNINSURED PATIENTS, INCLUDING RECRUITING PHYSICIANS AND COMMUNITY CLINICS TO OPEN PROGRAMS IN THE REGION. THE HOSPITAL'S COMMUNITY CLINIC PROGRAMS PROVIDED CARE TO 7,934 PATIENTS. NAME: EDUCATION GOAL: PROVIDE MENTORING TO AT-RISK CHILDREN IN LOW INCOME COMMUNITIES KEY PARTNERS: LOCAL ELEMENTARY AND HIGH SCHOOLS, VICTOR VALLEY COMMUNITY COLLEGE ACCOMPLISHMENTS: THE HOSPITAL PROVIDED 224 MENTORING SESSIONS TO AT-RISK CHILDREN IN THE LOCAL COMMUNITY. THE HOSPITAL ALSO GRADUATED ONE HEALTH CAREER CLASS OF 13 STUDENTS INTERESTED IN PURSUING A CAREER IN HEALTHCARE. THE HOSPITAL'S HEALTH CAREER PROGRAM IS THE ONLY ONE OPERATING IN THE REGION AND DEVELOPED TO ADDRESS THE SHORTAGE OF HEALTH PROFESSIONALS IN SAN BERNARDINO COUNTY. FOR MORE INFORMATION ABOUT ST. MARY MEDICAL CENTER, PLEASE VISIT WWW.STMARYAPPLEVALLEY.COM. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJOE.ORG. |
| DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, LINE 6 | ST JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF ST. MARY MEDICAL CENTER. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, LINE 7A | ST. MARY MEDICAL CENTER HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. MARY MEDICAL CENTER BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE ST. MARY MEDICAL CENTER BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, LINE 7B | THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, 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, LINE 11B | THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE APRIL 2012 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING. |
| ADOPTION OF CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12 | THE CONFLICT OF INTEREST POLICY WAS DEVELOPED BY ST. JOSEPH HEALTH SYSTEM AND IMPLEMENTED BY ST. MARY MEDICAL CENTER. IT WILL BE ADOPTED BY THE ST. MARY MEDICAL CENTER BOARD ON MAY 23, 2012. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL 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 SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE COMPLIANCE COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE 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 COMMITTEE CONDUCTS IS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER IN CONSULTATION WITH SJHS GENERAL COUNSEL WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. |
| ADOPTION OF WHISTLEBLOWER POLICY | FORM 990, PART VI, LINE 13 | THE WHISTLEBLOWER POLICY WAS DEVELOPED BY ST. JOSEPH HEALTH SYSTEM AND IMPLEMENTED BY ST. MARY MEDICAL CENTER. IT WILL BE ADOPTED BY THE ST. MARY MEDICAL CENTER BOARD ON MAY 23, 2012. |
| ADOPTION OF DOCUMENT RETENTION AND DESTRUCTION POLICY AND PROCEDURES | FORM 990, PART VI, LINE 14 | THE DOCUMENT RETENTION AND DESTRUCTION POLICY WAS DEVELOPED BY ST. JOSEPH HEALTH SYSTEM AND IMPLEMENTED BY ST. MARY MEDICAL CENTER. IT WILL BE ADOPTED BY THE ST. MARY MEDICAL CENTER BOARD ON MAY 23, 2012. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, LINES 15A AND 15B | THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN SEPTEMBER 2011. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. |
| HOURS DEVOTED TO RELATED ORGANIZATIONS | FORM 990, PART VII | STEPHEN GILBERT SERVES ON THE ST. MARY MEDICAL CENTER (SMMC) BOARD OF DIRECTORS AND IS AN EMPLOYEE OF ST. JOSEPH HEALTH SYSTEM (SJHS), THE TAX-EXEMPT PARENT OF SMMC. HE DEVOTES 50 HOURS PER WEEK TO HIS ROLE AS VP OF FACILITIES AT SJHS. JASON BARKER IS THE CEO/PRESIDENT OF SMMC. ALTHOUGH HE COMPENSATED BY SJHS, HE DEVOTES 50 HOURS PER WEEK TO SMMC AND NO HOURS TO SJHS. DONALD MILLER, FORMER VICE PRESIDENT AND CFO OF SMMC, IS THE CFO OF QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) AND SERVED AS A TRUSTEE FOR PART OF THE YEAR ON THE BOARD OF ST. JOSEPH HOME CARE NETWORK (SJHCN). HE DEVOTES 50 HOURS PER WEEK TO QVMC AND 2 HOURS TO SJHCN. SISTER THERESA LAMETTEREY SERVES ON THE SMMC BOARD OF DIRECTORS AS WELL AS THE ST. JOSEPH HOSPITAL OF ORANGE BOARD OF DIRECTORS. SHE DEVOTES 2 HOURS PER WEEK TO EACH HOSPITAL. SISTER KATHLEEN MALONEY SERVES ON THE SMMC BOARD OF DIRECTORS AS WELL AS THE ST. JOSEPH HOSPITAL OF ORANGE BOARD OF DIRECTORS. SHE DEVOTES 2 HOURS PER WEEK TO EACH HOSPITAL. |
| CHANGES IN NET ASSETS OR FUND BALANCE | FORM 990, PART XI, LINE 5 | UNREALIZED GAINS ON INVESTMENTS $ 7,094,610 EQUITY TRANSFER TO HHF ($ 1,200,000) SPEC CLINIC $ 570,976 EQUITY TRANSFER TO SJHS ($24,807,641) EQUITY TRANSFER FROM SJHS $25,000,000 EQUITY TRANSFER FROM RCS $ 361,718 EQUITY TRANSFER TO SJHO ($ 30,000) ROUNDING $ 104 ---------- TOTAL $ 6,989,767 |
| 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. |
| 409A DOCUMENT CORRECTION UNDER VI.B, VII.C & XI.A OF IRS NOTICE 2010-06 | DOCUMENT DEFECTS | 1) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: NOT APPLICABLE. NONE OF THE EMPLOYEES ARE INSIDERS. 2) THE 409A FAILURE OCCURRED WITH RESPECT TO THE ST. JOSEPH HEALTH SYSTEM 457(F) PLAN ("PLAN"). 3) THE 409A PLAN FAILURES ARE ELIGIBLE FOR CORRECTION UNDER THE TERMS OF VI.B, VII.C AND XI.A OF IRS NOTICE 2010-6. THE EMPLOYER HAS TAKEN ALL ACTIONS REQUIRED BEFORE DECEMBER 31, 2010, AND OTHERWISE MET ALL REQUIREMENTS FOR SUCH CORRECTION. NO PARTICIPANT IS REQUIRED TO REPAY ANY AMOUNT TO THE PLAN IN A SUBSEQUENT TAX YEAR, NOR IS ANY AMOUNT REQUIRED TO BE INCLUDED IN INCOME UNDER 409A AS PART OF THE CORRECTION. THE CORRECTIVE AMENDMENT WAS SIGNED ON OCTOBER 6, 2010. THE DATE OF THE EVENT CAUSING THE AFFECTED PARTICIPANT TO INCLUDE HIS PLAN ACCOUNT IN GROSS INCOME WAS HIS VOLUNTARY TERMINATION DATE. 4) DESCRIPTION OF EACH FAILURE: NAME/SOCIAL SECURITY NUMBER: DAVID PRINGLE VOLUNTARY TERMINATION DATE: 5/2/2009 GROSS AMOUNT INVOLVED IN DOCUMENT FAILURE: $45,826 AMOUNT REPORTED AS INCLUDIBLE IN INCOME UNDER 409A: $0 PERCENTAGE OF AMOUNT INVOLVED IN DOCUMENT FAILURE REQUIRED TO BE INCLUDED IN INCOME UNDER 409A: 0% BECAUSE FORM 990 IS OPEN TO PUBLIC INSPECTION AND THE THREAT OF IDENTITY THEFT, SOCIAL SECURITY NUMBERS WILL BE PROVIDED BY SEPARATE COVER UPON WRITTEN REQUEST. |
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 HEALTH SYSTEM FOUNDATION | |||||||||
| 500 S MAIN STREET SUITE 1000 | ORANGE | CA | 92868 | 330143024 | HEALTHCARE | CA | 501(C)(3) | 7 | SJHS |
| 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 | 92835 | 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 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 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH PROF SRVS 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-Villa Rd | Hamilton | HX | BD | BD | ||||||
| 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 SERVICES | ||||||||||||||||
| PO BOX 1201 | LUBBOCK | TX | 79410 | 752118585 | HEALTHCARE SVCS | TX | NA | C-CORP | 0 | 0 | 0.00000 | |||||
| ALLIANCE PHYSICIAN SERVICES | ||||||||||||||||
| INACTIVE | TX | NA | C-CORP | 0 | 0 | 0.00000 | ||||||||||
| LUBBOCK METHODIST HOSP PRACTICE MGMT | ||||||||||||||||
| 2107 OXFORD STREET SUITE 300 | LUBBOCK | TX | 79410 | 752578995 | INACTIVE | TX | NA | C-CORP | 0 | 0 | 0.00000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (47 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| AMERICAN UNITY GROUP LTD | |
| Q | 2275892 |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| B | 1636600 |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| C | 862657 |
| ST JUDE HOSPITAL YORBA LINDA | |
| I | 115983 |
| ST JUDE HOSPITAL YORBA LINDA | |
| P | 454994 |
| ST JUDE HOSPITAL YORBA LINDA | |
| Q | 1200000 |
| CAMINO HEALTH CENTER | |
| 0 | |
| COVENANT HEALTH PARTNERS | |
| 0 | |
| COVENANT HEALTH SYSTEM | |
| 0 | |
| COVENANT HEALTH SYSTEM FOUNDATION | |
| 0 | |
| COVENANT MEDICAL GROUP | |
| 0 | |
| HOME CARE PARTNERS | |
| 0 | |
| HOSPICE OF LUBBOCK | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL FOUNDATION | |
| 0 | |
| METHODIST CHILDREN'S HOSPITAL | |
| 0 | |
| METHODIST HOSPITAL LEVELLAND | |
| 0 | |
| METHODIST HOSPITAL PLAINVIEW | |
| 0 | |
| MISSION HOSPITAL REG MED CTR FDN | |
| 0 | |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| 0 | |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| 0 | |
| REDWOOD MEMORIAL FOUNDATION | |
| 0 | |
| REDWOOD MEMORIAL HOSPITAL | |
| 0 | |
| SANTA ROSA MEMORIAL HOSPITAL | |
| 0 | |
| SRM ALLIANCE HOSPITAL SERVICES | |
| 0 | |
| ST JOSEPH HEALTH FDN OF N CALIFORNIA | |
| 0 | |
| ST JOSEPH HOME CARE NETWORK | |
| 0 | |
| ST JOSEPH HOSPITAL OF EUREKA | |
| 0 | |
| ST JUDE HOSPITAL INC | |
| 0 | |
| ST JUDE MEMORIAL FOUNDATION | |
| 0 | |
| ST MARY OF THE PLAINS HOSPITAL FDN | |
| 0 | |
| TALLER SAN JOSE | |
| 0 | |
| ST JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY | |
| 0 | |
| ST JOSEPH HEALTH SYSTEM HOME CARE SERVICES | |
| 0 | |
| METHODIST DIAGNOSTIC IMAGING | |
| 0 | |
| SHA LLC | |
| 0 | |
| LUBBOCK SURGERY CENTER LTD | |
| 0 | |
| COVENANT LONG-TERM CARE LP | |
| 0 | |
| HERITAGE INVESTMENT GROUP I LLC | |
| 0 | |
| MISSION AMBULATORY SURGICENTER LTD | |
| 0 | |
| COMPREHENSIVE IMAGING PARTNERS OF OC LLC | |
| 0 | |
| ST JOSEPH PROF SVCS ENTERPRISES INC | |
| 0 | |
| ALLIANCE PHYSICIAN SERVICES | |
| 0 | |
| MISSION VIEJO MEDICAL VENTURES | |
| 0 | |
| MISSION MEDICAL CENTER ASSOCIATION | |
| 0 | |
| ST JOSEPH YORBA PARK | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL SERVICES | |
| 0 | |
| LUBBOCK METHODIST HOSPITAL PRACTICE MGMT | |
| 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 |
Comments