ST JOSEPH HEALTH SYSTEM FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH HEALTH SYSTEM FOUNDATION (EIN 33-0143024)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-05
- IRS object ID
- 201101259349301615
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T17:47:20-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330143024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH HEALTH SYSTEM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 7143477500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S MAIN STREET | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 928684507 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SR JAYNE HELMLINGER JASON BARKER | Name |
| Title | CHAIR/CEO, CFO | Title |
| Date Signed | 2011-04-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SISTER JAYNE HELMLINGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S MAIN ST 1000 | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 928684507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29783097 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.STJHS.ORG/SJHSPROGRAMS/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE PROVIDE FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELL- BEING OF THE POOR, AND UTILIZE THE STRENGTH AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3323181 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26263110 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7391267 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3519987 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -4068086 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29783097 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14149077 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15758291 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 244163 | OtherExpensePriorYear |
| Other Expenses Current Year | 291860 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14393240 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16050151 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -18461326 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13732946 | RevenuesLessExpensesCY |
| Total Assets BOY | 59432373 | TotalAssetsBOY |
| Total Assets EOY | 75582000 | TotalAssetsEOY |
| Total Liabilities BOY | 1218664 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 55583 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58213709 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 75526417 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15842956 | Expense |
| Grants | 15758291 | Grants |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 15842956 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DARRIN MONTALVO | NamePerson |
| Telephone Number | 7143477500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S MAIN ST 700 | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92868 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| SR JAYNE HELMLINGER | |||||||
| CHAIRPERSON/CEO | 2.0 | X | X | 0 | 0 | 0 | |
| JASON BARKER | |||||||
| CFO | 1.0 | X | X | 0 | 544857 | 25446 | |
| SR MARIAN SCHUBERT | |||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |
| DEBORAH PROCTOR | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 1687083 | 1502436 | ||
| ALICIA LARA | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| LEAH ERSOYLU | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| SORA PARK TANJASIRI | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JO SANDERSFELD | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 312182 | 19127 | ||
| MARIANNE LOEWE | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DOREEN DANN | |||||||
| FORMER SECRETARY/SJMC EMPLOYEE | 0 | 650620 | 11545 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3194742 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1558554 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | none | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 26263100 | RelatedOrganizations |
| All Other Contributions | 10 | AllOtherContributions |
| Total Contributions | 26263110 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3519987 | TotalRevenueColumn |
| Exclusion | $3,519,987 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29783097 | TotalRevenueColumn |
| Exclusion | $3,519,987 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15758291 | Total |
| Program Services | 15758291 | 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 | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193599 | Total |
| Management And General | 193599 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21940 | Total |
| Program Services | 21940 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62745 | Total |
| Program Services | 62725 | ProgramServices |
| Management And General | 20 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13576 | Total |
| Management And General | 13576 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16050151 | Total |
| Program Services | 15842956 | ProgramServices |
| Management And General | 207195 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4497927 | BOY |
| EOY | 1649136 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312673 | BOY |
| EOY | 178847 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 94105 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 94105 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63617627 | BOY |
| EOY | 70445621 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3214291 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59432373 | BOY |
| EOY | 75582000 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136563 | BOY |
| EOY | 55583 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1082101 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1218664 | BOY |
| EOY | 55583 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58204122 | BOY |
| EOY | 75516830 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9587 | BOY |
| EOY | 9587 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58213709 | BOY |
| EOY | 75526417 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59432373 | BOY |
| EOY | 75582000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20629167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21338867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14966583 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3323181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26263110 | CurrentTaxYear |
| Total | 86520908 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20629167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21338867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14966583 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3323181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26263110 | CurrentTaxYear |
| Total | 86520908 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 86520908 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5868844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7571023 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4033193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3519987 | CurrentTaxYear |
| Total | 20993047 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 107513955 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80474 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79623 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 94105 | InvestmentCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 94105 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 94105 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (64 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALCOHOLDRUG CARE SERVICES INC | |||||||
| 528 5TH STREET | EUREKA | CA | 95501 | 680218628 | 501(C)(3) | 72947 | WELLNESS&PREVENTION |
| APPLE VALLEY POLICE COMM ACTIVITY LEAGUE | |||||||
| 14931 DALE EVANS | APPLE VALLEY | CA | 92307 | 753139382 | 501(C)(3) | 25000 | WELLNESS&PREVENTION |
| ARCATA ENDEAVOR | |||||||
| 501 9TH STREET | ARCATA | CA | 95521 | 680405970 | 501(C)(3) | 45000 | WELLNESS&PREVENTION |
| ARCATA HOUSE INC | |||||||
| 1005 11TH STREET | ARCATA | CA | 95521 | 943163269 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| BOYS & GIRLS CLUBS OF FULLERTON | |||||||
| 348 W COMMONWEALTH AVE | FULLERTON | CA | 92836 | 951855645 | 501(C)(3) | 60000 | WELLNESS&PREVENTION |
| BREAKTHROUGH SAN JUAN CAPISTRANO | |||||||
| 31641 LA NOVIA | SJC | CA | 92675 | 953408913 | 501(C)(3) | 35000 | WELLNESS&PREVENTION |
| CAMINO HEALTH CENTER | |||||||
| 30300 CAMINO CAPISTRANO | SJC | CA | 92675 | 330574214 | 501(C)(3) | 9000 | PROGRAM SERVICES |
| CAMINO HEALTH CENTER | |||||||
| 30300 CAMINO CAPISTRANO | SJC | CA | 92675 | 330574214 | 501(C)(3) | 52000 | WELLNESS&PREVENTION |
| CAPISTRANO UNIFIED SCHOOL DISTRICT | |||||||
| 33122 VALLE ROAD | SJC | CA | 92625 | 952321055 | GOVT | 23000 | WELLNESS&PREVENTION |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 171090 | BALTIMORE | MD | 21203 | 135563422 | 501(C)(3) | 50005 | DISASTER RELIEF |
| CHILDREN'S HEALTH INITIATIVE NAPA COUNTY | |||||||
| 2160 JEFFERSON STREET 110 | NAPA | CA | 94559 | 251924934 | 501(C)(3) | 25000 | WELLNESS&PREVENTION |
| CITY OF SAN CLEMENTE | |||||||
| 100 N CALLE SEVILLE | SAN CLEMENTE | CA | 92672 | 956000775 | GOVT | 49213 | WELLNESS&PREVENTION |
| COMMUNITY HEALTH ALLIANCE OF HUMBOLDT | |||||||
| 417 SECOND STREET 203 | EUREKA | CA | 95501 | 680452012 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| COVENANT HEALTH SYSTEM | |||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | 501(C)(3) | 1592569 | CARE FOR THE POOR |
| CREER COMUNIDAD Y FAMILIA | |||||||
| 34275 CAMINO CAPISTRANO | CB | CA | 92624 | 330486106 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | 133433452 | 501(C)(3) | 25005 | DISASTER RELIEF |
| EL VIENTO FOUNDATION | |||||||
| PO Box 3897 | HUNTINGTON BEACH | CA | 926053897 | 330905269 | 501(C)(3) | 15000 | WELLNESS&PREVENTION |
| FOOD FOR PEOPLE | |||||||
| 307 14TH STREET | EUREKA | CA | 95501 | 942772549 | 501(C)(3) | 61173 | WELLNESS&PREVENTION |
| GREAT OPPORTUNITIES | |||||||
| 30986 CALLE SAN DIEGO | SJC | CA | 92675 | 020553154 | 501(C)(3) | 12000 | WELLNESS&PREVENTION |
| HEALTHY SMILES FOR KIDS OF ORANGE COUNTY | |||||||
| 10602 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | 383675065 | 501(C)(3) | 48784 | WELLNESS&PREVENTION |
| HUMBOLDT COUNTY OFFICE OF EDUCATION | |||||||
| 901 MYRTLE AVE | EUREKA | CA | 95501 | 946002186 | GOVT | 40000 | WELLNESS&PREVENTION |
| KENNEDY COMMISSION | |||||||
| 17701 COWAN AVE 200 | IRVINE | CA | 92614 | 330959380 | 501(C)(3) | 10000 | COMMUNITY BUILDING INITIATIVES |
| LATINO HEALTH ACCESS | |||||||
| 1701 N MAIN ST 200 | SANTA ANA | CA | 92706 | 330562943 | 501(C)(3) | 75000 | COMMUNITY BUILDING INITIATIVES |
| LATINO HEALTH ACCESS | |||||||
| 1701 N MAIN ST 200 | SANTA ANA | CA | 92706 | 330562943 | 501(C)(3) | 75000 | WELLNESS&PREVENTION |
| MARCO F FOSTER MIDDLE SCHOOL | |||||||
| 25601 CAMINO DEL AVION | SJC | CA | 92675 | 952321055 | GOVT | 60000 | WELLNESS&PREVENTION |
| MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY | |||||||
| 822 TOWN COUNTRY ROAD | ORANGE | CA | 92868 | 952036972 | 501(C)(3) | 48380 | WELLNESS&PREVENTION |
| MISSION HOSPITAL | |||||||
| 27700 MEDICAL CTR | MISSION VIEJO | CA | 92691 | 951643360 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| MISSION HOSPITAL | |||||||
| 27700 MEDICAL CTR | MISSION VIEJO | CA | 92691 | 951643360 | 501(C)(3) | 1744910 | CARE FOR THE POOR |
| MOBILE MEDICAL OFFICE | |||||||
| PO BOX 2020 | EUREKA | CA | 95502 | 680393622 | 501(C)(3) | 100000 | WELLNESS&PREVENTION |
| MOMS ORANGE COUNTY | |||||||
| 1128 W SANTA ANA BLVD | SANTA ANA | CA | 92703 | 330518078 | 501(C)(3) | 50000 | WELLNESS&PREVENTION |
| NAPA VALLEY HOSPICE & ADULT DAY SERVICES | |||||||
| 414 S JEFFERSON STREET | NAPA | CA | 94559 | 680393144 | 501(C)(3) | 30000 | WELLNESS&PREVENTION |
| NUESTRA VOZ LIDERES DEL VALLE DE SONOMA | |||||||
| PO BOX 877 | BOYES HOT SPRINGS | CA | 95476 | 270261017 | 501(C)(3) | 49000 | WELLNESS&PREVENTION |
| OC HUMAN RELATIONS | |||||||
| 1300 S GRAND AVE BLDG B | SANTA ANA | CA | 92705 | 330438086 | 501(C)(3) | 75000 | COMMUNITY BUILDING INITIATIVES |
| ORANGE COUNTY CONGREGATION COMMUNITY ORGANIZATION | |||||||
| 310 W BROADWAY | ANAHEIM | CA | 92805 | 953196836 | 501(C)(3) | 77500 | PROGRAM SERVICES |
| OPERATION USA - CHILE | |||||||
| 3617 HAYDEN AVE STE A | CULVER CITY | CA | 90232 | 953504080 | 501(C)(3) | 25000 | DISASTER RELIEF |
| SRM ALLIANCE HOSPITAL SERVICES | |||||||
| 400 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 680395200 | 501(C)(3) | 124500 | CARE FOR THE POOR |
| PROJECT HOPE SCHOOL FOUNDATION | |||||||
| 191 N ORANGE STREET | ORANGE | CA | 92866 | 753099628 | 501(C)(3) | 25000 | WELLNESS&PREVENTION |
| PROVIDENCE SPEECH AND HEARING CENTER | |||||||
| 1301 PROVIDENCE | ORANGE | CA | 92868 | 956154473 | 501(C)(3) | 60000 | WELLNESS&PREVENTION |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | 501(C)(3) | 25000 | COMMUNITY BUILDING INITIATIVES |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||
| 3448 VILLA LANE 102 | NAPA | CA | 94558 | 941243669 | 501(C)(3) | 157849 | WELLNESS&PREVENTION |
| QUEEN OF THE VALLEY MEDICAL CENTER | |||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | 941243669 | 501(C)(3) | 841772 | CARE FOR THE POOR |
| REDWOOD COMMUNITY ACTION AGENCY | |||||||
| 904 G STREET | EUREKA | CA | 95501 | 942646370 | 501(C)(3) | 40000 | WELLNESS&PREVENTION |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | 501(C)(3) | 10000 | CHILD OBESITY |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | 501(C)(3) | 995607 | CARE FOR THE POOR |
| SHARE FOUNDATION - EL SALVADOR | |||||||
| 2425 COLLEGE AVENUE | BERKELEY | CA | 94704 | 521241597 | 501(C)(3) | 15655 | DISASTER RELIEF |
| SISTERS OF ST JOSEPH OF ORANGE | |||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | 501(C)(3) | 13740 | DISASTER RELIEF |
| ST JOHN OF GOD HEALTH SERVICES | |||||||
| 13333 PALMDALE ROAD | VICTORVILLE | CA | 92392 | 953806996 | 501(C)(3) | 100000 | WELLNESS&PREVENTION |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||
| 751 LOMBARDI CT STE A | SANTA ROSA | CA | 95407 | 941231005 | 501(C)(3) | 40000 | WELLNESS&PREVENTION |
| SANTA ROSA MEMORIAL HOSPITAL | |||||||
| 751 LOMBARDI CT STE A | SANTA ROSA | CA | 95407 | 941231005 | 501(C)(3) | 200000 | WELLNESS&PREVENTION |
| ST JOSEPH HOSPITAL OF EUREKA | |||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | 501(C)(3) | 10000 | CHILD OBESITY |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||
| 1100 W STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | 501(C)(3) | 3426995 | CARE FOR THE POOR |
| ST JOSEPH HOSPITAL OF EUREKA | |||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | 501(C)(3) | 500000 | CARE FOR THE POOR |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||
| 1100 W STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | 501(C)(3) | 133253 | WELLNESS&PREVENTION |
| ST JUDE MEDICAL CENTER | |||||||
| 101 E VALENCIA MESA DR | FULLERTON | CA | 92835 | 951643325 | 501(C)(3) | 111661 | WELLNESS&PREVENTION |
| ST JUDE MEDICAL CENTER | |||||||
| 101 E VALENCIA MESA DR | FULLERTON | CA | 92835 | 951643325 | 501(C)(3) | 2466831 | CARE FOR THE POOR |
| ST JUDE MEDICAL CENTER | |||||||
| 101 E VALENCIA MESA DR | FULLERTON | CA | 92835 | 951643325 | 501(C)(3) | 728030 | CHILD OBESITY |
| ST MARY MEDICAL CENTER | |||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | 501(C)(3) | 10000 | CHILD OBESITY |
| ST MARY MEDICAL CENTER | |||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | 501(C)(3) | 115486 | WELLNESS&PREVENTION |
| ST MARY MEDICAL CENTER | |||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | 501(C)(3) | 591700 | CARE FOR THE POOR |
| ST VINCENT DE PAUL | |||||||
| 528 2ND STREET | EUREKA | CA | 95501 | 941573587 | 501(C)(3) | 68000 | WELLNESS&PREVENTION |
| TEXAS TECH UNIVERSITY SPONSORED PROGRAMS | |||||||
| PO BOX 41105 | LUBBOCK | TX | 794091105 | 756002622 | GOVT | 62500 | CHILD OBESITY |
| THE INSTITUTE FOR HEALTHCARE ADVANCEMENT | |||||||
| 501 S IDAHO ST 300 | LAHABRA | CA | 90631 | 330483197 | 501(C)(3) | 75000 | COMMUNITY BUILDING INITIATIVES |
| VICTOR VALLEY COMMUNITY DENTAL SVC PROGRAM | |||||||
| 14357 7TH STREET | VICTORVILLE | CA | 92395 | 330818710 | 501(C)(3) | 20000 | WELLNESS&PREVENTION |
| VOLUNTEER CENTER OF GREATER OC | |||||||
| 1901 E FOURTH ST 100 | SANTA ANA | CA | 92705 | 952021700 | 501(C)(3) | 15000 | PROGRAM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 64 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE I, PART I, LINE 2 | Identifier |
| Return Reference | PROCEDURES FOR MONITORING THE USE OF GRANTS | ReturnReference |
| Explanation | FOUNDATION STAFF TAKES REASONABLE STEPS TO INVESTIGATE A POTENTIAL GRANTEE'S CAPABILITY OF AND COMMITMENT TO EXECUTING THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO PROVIDE MID YEAR AND END OF YEAR REPORTS ON THE GRANT'S FINANCIAL STATUS AND PROGRESS ON ACCOMPLISHING THE GRANT'S PURPOSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JASON BARKER | |||||||||||||
| 0 | 319841 | 0 | 130787 | 0 | 94229 | 0 | 9800 | 0 | 15646 | 0 | 570303 | 0 | 8011 |
| DEBORAH PROCTOR | |||||||||||||
| 0 | 1082367 | 0 | 404624 | 0 | 200092 | 0 | 1481416 | 0 | 21020 | 0 | 3189519 | 0 | 0 |
| DOREEN DANN | |||||||||||||
| 0 | 43639 | 0 | 28773 | 0 | 578208 | 0 | 10135 | 0 | 1410 | 0 | 662165 | 0 | 194634 |
| JO SANDERSFELD | |||||||||||||
| 0 | 167923 | 0 | 59242 | 0 | 85017 | 0 | 10135 | 0 | 8992 | 0 | 331309 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL COMPENSATION INFORMATION | Identifier |
| Explanation | PART I, LINE 1A ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL FOR CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTERS' FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING TRUSTEES AND OFFICERS RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. THE BENEFITS WERE PAID BY ST. JOSEPH HEALTH SYSTEM FOUNDATION'S TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM. JASON BARKER - $4,225 PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF) IS NOT COMPENSATED BY SJHSF OR ANY OTHER RELATED OR UNRELATED ORGANIZATION FOR HER SERVICES AS CEO OF SJHSF. PART I, LINE 4A DOREEN DANN, FORMER BOARD MEMBER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $293,975 FROM ST. JUDE MEDICAL CENTER, A RELATED ORGANIZATION. 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 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: 1) DOREEN DANN - $194,634 2) JASON BARKER - $8,011 PART I, LINE 7 SJHSF DID NOT PROVIDE ANY NON-FIXED PAYMENTS TO THE PERSONS LISTED IN PART VII. THEIR COMPENSATION WAS PAID BY RELATED ORGANIZATIONS FOR THEIR SERVICES AS EXECUTIVES TO THOSE ORGANIZATIONS. A PORTION OF ST. JOSEPH HEALTH SYSTEM EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND 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 ENCOUNTERES, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION | THE MISSION OF THE ST. JOSEPH HEALTH SYSTEM FOUNDATION, AS AN EXTENSION OF CHRIST'S HEALING MINISTRY, IS TO PROVIDE FUNDING AND ASSISTANCE FOR IMPROVING THE HEALTH AND WELL-BEING OF THE ECONOMICALLY POOR, AND UTILIZE THE STRENGTHS AND DIVERSITY OF OUR NEIGHBORS TO BUILD VIBRANT COMMUNITIES. THIS IS ACCOMPLISHED BY MANAGING AND ALLOCATING RESOURCES TO COMMUNITIES AND PARTNERS OF GOODWILL ENGAGED IN INNOVATIVE AND EFFECTIVE INITIATIVES TO SERVE THE COMMON GOOD. |
| FORM 990, PART III, LINE 4 | DESCRIPTION OF PROGRAM SERVICES | GROUNDED IN OUR COMMITMENT TO COMMUNITY AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), THE ST. JOSEPH HEALTH SYSTEM FOUNDATION IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. WE ARE COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: 1) SACRED ENCOUNTERS, 2) PERFECT CARE AND 3) HEALTHIEST COMMUNTIES. MAKING EVERY ENCOUNTER WITH OUR COMMUNITY A SACRED ENCOUNTER EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION OF ST. JOSEPH HEALTH SYSTEM. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS, THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. PROVIDING OUR PATIENTS IN THE COMMUNITY WITH PERFECT CARE ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. OVER 350 YEARS AGO, THE FOUNDER OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH CRAFTED A MESSAGE IN A PROPHETIC LETTER TO SPUR THE GROWTH OF A "LITTLE DESIGN." IT WAS TO BE A NEW FORM OF ASSOCIATION OF WOMEN, WHOSE MEMBERS WOULD CONSECRATE THEIR LIVES TO GOD, LIVE TOGETHER IN SMALL GROUPS, AND COMBINE A LIFE OF PRAYER WITH AN ACTIVE MINISTRY TO THE SICK AND THE POOR. TODAY, CARRYING ON FATHER MEDAILLE'S INSPIRATION, WE ARE CULTIVATING THE SEEDS OF A BOLD CONCEPT IN HEALTHCARE...PERFECT CARE. HIS WORDS ARE AS RELEVANT TO US TODAY AS THEY WERE FOR THE SISTERS IN 1650. "GIVE YOUR FULL ATTENTION TO THE ACTIONS YOU PERFORM, REMOVE FROM THEM THE SLIGHTEST IMPERFECTIONS, AND TRY TO OBSERVE ALL CONDITIONS NECESSARY TO MAKE THEM PERFECT. ONE ACTION DONE WELL IS WORTH A HALF DOZEN DONE HALF-HEARTEDLY." JEAN PIERRE MEDAILLE, SJ-MAXIM 14:4 MAKING THE COMMUNITY WE SERVE AMONG THE HEALTHIEST COMMUNITIES IN THE U.S. HEALTHIEST COMMUNITIES THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WHAT ARE THE STEPS WE ARE TAKING TO REACH THIS GOAL? WE COLLECT AND ANALYZE DATA ON VARIOUS DEMOGRAPHIC, SOCIOECONOMIC, MORBIDITY AND HEALTH RELATED BEHAVIORS IN THE COMMUNITIES WE SERVE. BY COLLECTING COMMUNITY HEALTH DATA, WE ARE ABLE TO SHARE OUR FINDINGS WITH OTHER COMMUNITY ORGANIZATIONS AND DEVELOP EVIDENCE-BASED INITIATIVES AND PROGRAMS IN THE COMMUNITIES WE SERVE. ORGANIZATIONAL COMMITMENT WE BELIEVE WE HAVE A SOCIAL RESPONSIBILITY AND A MORAL OBLIGATION TO RESPOND TO THE NEEDS OF LOW-INCOME FAMILIES AND INDIVIDUALS SERVED BY OUR MINISTRIES. IN 1986, THE ST. JOSEPH HEALTH SYSTEM (SJHS) CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILIITES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FREE CARE FOR THOSE IN NEED OF ACUTE CARE SERVICES, SJHS CREATED THE SJHS FOUNDATION TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS RESIDING IN ITS LOCAL COMMUNITIES. POLICY 13 IN ITS FOUNDATIONAL DOCUMENT, A VISION OF VALUES, FORMALIZES THE PROCESS BY WHICH ALL HOSPITAL MINISTRIES CONTRIBUTE 10% OF NET INCOME TO THE SJHS FOUNDATION. OVER THE LAST 23 YEARS, THE FOUNDATION HAS CONTRIBUTED OVER $159 MILLION TOWARD PROGRAMS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING THE HOSPITALS. THROUGH THE FOUNDATION'S STRATEGIC GRANT MAKING PROGRAMS, SIGNIFICANT OUTCOMES HAVE BEEN ACHIEVED IN COMMUNITY HEALTH SETTINGS AND CLINICS, NONPROFIT ORGANIZATIONS, AND LOCAL SJHS HOSPITAL MINISTRIES. THE SJHS FOUNDATION HAS FOUR FUNDING INITIATIVES: DISASTER FUNDING INITIATIVE, WELLNESS AND PREVENTION INITIATIVE, COMMUNITY BUILDING INITIATIVE AND COMMUNITY CLINICS CAPACITY INITIATIVE. BELOW WE OUTLINE THE TOP THREE INTIATIVES AS MEASURED BY PROGRAM EXPENSE. WELLNESS AND PREVENTION INITIATIVE THE SJHS FOUNDATION SEEKS TO PROMOTE THE HEALTH AND WELL-BEING OF LOW-INCOME INDIVIDUALS AND FAMILIES IN AREAS SURROUNDING OUR HOSPITALS THROUGH THE WELLNESS AND PREVENTION INITIATIVE. BY FUNDING PROACTIVE PROGRAMS THROUGH THE GRANT CYCLES OF THE WELLNESS AND PREVENTION INITIATIVE, THE SJHS FOUNDATION SEEKS TO ELIMINATE THE NEED FOR CATASTROPHIC CARE AND ITS ASSOCIATED SOCIAL, EMOTIONAL AND ECONOMIC COSTS. THE TITLE OF THE INITIATIVE DESCRIBES ITS CENTRAL VISION AND STRATEGIC FOCUS. WELLNESS PROGRAMS ADDRESS THE HEALTH AND WELL-BEING OF THE INDIVIDUAL OR COMMUNITY AT RISK OR WITH A PRE-EXISTING HEALTH CONDITION. PREVENTION (I.E., PRIMARY, SECONDARY, AND TERTIARY) PROGRAMS ARE PART OF A COMPREHENSIVE STRATEGY TO IMPROVE THE HEALTH STATUS AND QUALITY OF LIFE IN OUR LOCAL COMMUNITIES WHILE REDUCING DEMAND FOR HIGH-COST MEDICAL SERVICES. PARTNERING WITH OTHER ORGANIZATIONS TO ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME COMMUNITIES IS AT THE CORE OF THE INITIATIVE. AS IN PREVIOUS GRANT CYCLES, SJHS FOUNDATION SEEKS PROPOSALS THAT ADDRESS THE HEALTH AND WELL-BEING OF LOW-INCOME COMMUNITIES IN ALL AREAS OF HEALTH. AMOUNT GRANTED IN FY 2010: $2,245,100 HEALTHY FOR LIFE INITIATIVE SJHS FOUNDATION CONTINUED TO SUPPORT THE SYSTEM-WIDE EXPANSION OF OUR HEALTHY FOR LIFE CAMPAIGN, A COMPREHENSIVE SOCIAL AND HEALTHCARE OUTREACH CAMPAIGN DESIGNED TO FIGHT THE CHILDHOOD OBESITY EPIDEMIC THAT PLAGUES AN ESTIMATED NINE MILLION AMERICAN CHILDREN. HEALTHY FOR LIFE INCLUDES A SCHOOL-BASED PREVENTION/INTERVENTION PHYSICAL EDUCATION PROGRAM AS WELL AS A NUTRITION AND LIFESTYLE COMPONENT. WITH AN EMPHASIS ON REACHING AT-RISK YOUTH AND THEIR COMMUNITIES, THE PROGRAM'S GOAL IS TO PROVIDE PARENTS AND CHILDREN WITH THE TOOLS AND KNOWLEDGE TO HELP THEM CHOSE A HEALTHIER LIFESTYLE. IN FISCAL YEAR 2010, MORE THAN 100 SCHOOLS AND 2,160 STUDENTS WERE ABLE TO PARTICIPATE IN HEALTHY FOR LIFE, A FREE, CURRICULUM BASED PROGRAM LED BY A PHYSICAL EDUCATION TEACHER AT THE MIDDLE AND HIGH SCHOOL LEVEL AND THE CLASS TEACHER AT THE PRESCHOOL AND ELEMENTARY SCHOOL LEVEL. THE PROGRAM INCLUDES INCREASED PHYSICAL ACTIVITY INTENSITY LESSONS, STRENGTH/WEIGHT TRAINING SESSIONS, KICKBOXING CLASSES AT THE ELEMENTARY, MIDDLE AND HIGH SCHOOL LEVEL AND HEALTHY NUTRITION EDUCATION INFORMATION. SINCE LAUNCHING THE HEALTHY FOR LIFE CAMPAIGN, APPROXIMATELY 39% OF PARTICIPANTS WERE ASSESSED AS OVERWEIGHT OR OBESE. BY THE END OF THE 2010 SCHOOL YEAR, 9.75% OF THOSE STUDENTS IMPROVED THEIR WEIGHT STATUS. THE PROPORTION OF STUDENTS WITH A WAIST CIRCUMFERENCE AT THE 90TH PERCENTILE DECREASED FROM 18% AT BASELINE TO 14% AT YEAR-END. THE PROPORTION OF STUDENTS WITH LOW SELF-ESTEEM DECREASED FROM 8% TO 7% DURING THE SAME PERIOD. BY YEAR END, 88% OF STUDENTS REPORTED EXERCISING AT LEAST THREE TO SIX TIMES A WEEK AND 82% OF STUDENTS STATED THAT THEY EAT VEGETABLES THREE TO SIX TIMES A WEEK AS WELL AS DECREASED THEIR JUNK FOOD INTAKE. AMOUNT GRANTED IN FY10: $728,030 DISASTER RELIEF FUNDING ST. JOSEPH HEALTH SYSTEM FOUNDATION CONSIDERS NEEDS ARISING FROM THE OCCURRENCE OF DISASTER AND UNFORESEEN EMERGENCY NEEDS NATIONALLY AND THROUGHOUT THE WORLD. THROUGH RESPONSIVE GRANTMAKING, THE FOUNDATION WORKS TO ADDRESS THE POVERTY AND SUFFERING THAT OFTEN FOLLOW CATASTROPHIC EVENTS. DISASTER RELIEF FUNDING WAS PROVIDED TO U.S.-BASED, NON PROFIT ORGANIZATIONS THAT PROVIDE RELIEF EFFORTS IN THE U.S. AND ABROAD. THESE ORGANIZATIONS HAVE PROVEN EXPERTISE IN RECONSTRUCTION, DEVELOPMENT AID AND IN REBUILDING COMMUNITIES. DISASTER RELIEF FUNDING WAS PROVIDED FOR THE FOLLOWING NATURAL DISASTERS: EARTHQUAKE IN HAITI EARTHQUAKE IN CHILE DAMAGE CAUSED BY HURRICANE IDA AND TROPICAL STORM AGATHA IN EL SALVADOR DAMAGE CAUSED BY TYPHOON KETSANA IN THE PHILIPPINES AMOUNT GRANTED IN FY 2010: $129,405 IN ADDITION TO GRANTS, OVER $13 MILLION WAS SPENT AS PART OF ST. JOSEPH HEALTH SYSTEM'S FOUNDATION'S CARE FOR THE POOR PROGRAM. SJHS CARE FOR THE POOR PROGRAMS PROVIDE A SAFETY NET THROUGH WHICH HEALTH CARE DISPARITIES AND ACCESS TO HEALTH CARE CAN BE ADDRESSED. EXAMPLES OF CARE FOR THE POOR PROGRAMS INCLUDE PRIMARY CARE THROUGH OUR COMMUNITY CLINICS, HEALTH EDUCATION AND HEALTH SUPPORT SERVICES IN MANY OF THE COMMUNITIES WE SERVE. AS A RESULT OF GRANTS AND ITS CARE FOR THE POOR PROGRAM, THE ST. JOSEPH HEALTH SYSTEM FOUNDATION HELPS TO BRIDGE THE HEALTH STATUS AND QUALITY OF LIFE GAPS THAT EXIST IN THE ECONOMICALLY CHALLENGED COMMUNITIES THROUGHOUT ITS SERVICE AREAS. FOR MORE INFORMATION ON THE SJHS FOUNDATION GO TO: HTTP://WWW.STJHS.ORG/SJHSPROGRAMS/FOUNDATION/DEFAULT FOR MORE INFORMATION ON THE ST. JOSEPH HEALTH SYSTEM GO TO: WWW.STJOE.ORG |
| FORM 990, PART VI, QUESTION 6 | DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | ST. JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION. |
| FORM 990, PART VI, QUESTION 7A | DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | ST. JOSEPH HEALTH SYSTEM FOUNDATION HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD. ALL TRUSTEE APPOINTMENTS COME FROM THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD AS NOMINATIONS AND MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR. |
| FORM 990, PART VI, QUESTION 7B | CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS | 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. |
| FORM 990, PART VI, QUESTION 11 | PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 | THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER(S) OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE SPRING MEETING. DURING THE BOARD MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. |
| FORM 990, PART VI, QUESTION 12C | DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICT OF INTEREST | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANYTIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE ST. JOSEPH HEALTH SYSTEM FOUNDATION BOARD. IF THE CONFLICT INVOLVES A MEMBER OF THE BOARD, THE REMAINING MEMBERS WILL REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE BOARD CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE BOARD CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE BOARD DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE BOARD WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER IN CONSULTATION WITH SJHS GENERAL COUNSEL WILL REVIEW THE BOARD FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. |
| FORM 990, PART VI, QUESTIONS 15A | PROCESS USED TO DETERMINE COMPENSATION | THE CHIEF EXECUTIVE OFFICER OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF) IS NOT COMPENSATED BY SJHSF OR ANY OTHER RELATED OR UNRELATED ORGANIZATION FOR HER SERVICES AS CEO OF SJHSF. |
| FORM 990, PART VI, QUESTIONS 15B | PROCESS USED TO DETERMINE COMPENSATION | ONE OF THE OFFICERS IS PAID BY A RELATED ORGANIZATION, ST. JOSEPH HEALTH SYSTEM. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. SJHS'S 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 THREE TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2010. |
| FORM 990, PART VI, QUESTION 19 | AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | 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. |
| FORM 990, PART VII | HOURS DEVOTED TO RELATED ORGANIZATION | DEBORAH PROCTOR SERVES ON THE BOARD OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF) AND IS AN EMPLOYEE OF THE TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM (SJHS). SHE DEVOTES 50 HOURS PER WEEK TO SJHS. JASON BARKER SERVES ON THE BOARD OF ST. JOSEPH HEALTH SYSTEM FOUNDATION AND IS AN EMPLOYEE OF A RELATED ORGANIZATION, ST. MARY MEDICAL CENTER (SMMC). HE DEVOTES 50 HOURS PER WEEK TO SMMC. DOREEN DANN IS A FORMER OFFICER OF SJHSF AND WAS AN EMPLOYEE OF A RELATED ORGANIZATION, ST. JUDE MEDICAL CENTER (SJMC) IN 2009. SHE DEVOTED 50 HOURS PER WEEK TO SJMC AND WAS PAID BY SJMC FOR HER SERVICES TO SJMC. JO SANDERSFELD SERVES ON THE BOARD OF ST. JOSEPH HEALTH SYSTEM FOUNDATION AND IS AN EMPLOYEE OF THE RELATED ORGANIZATIONS, SANTA ROSA MEMORIAL HOSPITAL (SRMH) AND SRM ALLIANCE SERVICES (SRM). SHE DEVOTES 43 HOURS PER WEEK TO SRMH AND 7 HOURS TO SRM. |
| FORM 990, PART IX, LINE 11A | MANAGEMENT FEES | A MANAGEMENT FEE PAID TO ST. JOSEPH HEALTH SYSTEM (SJHS) INCLUDES TIME FOR AN EXECUTIVE DIRECTOR AND A GRANT MANAGER, BOTH OF WHOM ARE ON THE PAYROLL OF SJHS. |
| FORM 990, PART XI, QUESTION 2C | OVERSIGHT OR SELECTION PROCESS | THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVES THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
| SCHEDULE R, PART V | THE AMOUNTS REPORTED ON SCHEDULE R, PART V, LINE 2 ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 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 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HOSPITAL OF ORANGE | ||||||||||
| 1100 W STEWART DRIVE | ORANGE | CA | 92868 | 951643359 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
| ST JUDE MEDICAL CENTER | ||||||||||
| 101 E VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | 951643325 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
| ST MARY MEDICAL CENTER | ||||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | 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 | |
| SANTA ROSA MEMORIAL HOSPITAL | ||||||||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | 941231005 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
| ST JOSEPH HOSPITAL OF EUREKA | ||||||||||
| 2700 DOLBEER STREET | EUREKA | CA | 95501 | 941156596 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
| REDWOOD MEMORIAL HOSPITAL | ||||||||||
| 3300 RENNER DRIVE | FORTUNA | CA | 95540 | 941384665 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
| COVENANT HEALTH SYSTEM | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS | |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 951643360 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
| ST JOSEPH HEALTH SYSTEM | ||||||||||
| 500 S MAIN STREET 1000 | ORANGE | CA | 92868 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11, I | N/A | |
| SISTERS OF ST JOSEPH OF ORANGE | ||||||||||
| 480 S BATAVIA | ORANGE | CA | 92868 | 951643383 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | N/A | |
| ST JOSEPH HEALTH MINISTRY | ||||||||||
| 500 S MAIN STREET 400 | ORANGE | CA | 92868 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | N/A | |
| ST JOSEPH HOME CARE NETWORK | ||||||||||
| 170 PROFESSIONAL CENTER DR B | ROHNERT PARK | CA | 94928 | 680331084 | HEALTHCARE | CA | 501(C)(3) | 9 | SJHS | |
| ST JOSEPH HERITAGE HEALTHCARE | ||||||||||
| 279 E IMPERIAL HWY 750 | FULLERTON | CA | 92635 | 330185031 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH PROF SVCS ENTERPRISES INC | |||||||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 330155323 | HEALTHCARE SVCS | CA | SJHS | C-CORP | 0 | 0 | 0.00000 | ||||
| ST JOSEPH DIVERSIFIED VENTURES INC | |||||||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 330148989 | HEALTHCARE SVCS | CA | SJHS | C-CORP | 0 | 0 | 0.00000 | ||||
| AMERICAN UNITY GROUP LTD | |||||||||||||||
| CAPTIVE INSURANCE | SJHS | C-CORP | 0 | 0 | 0.00000 | 58 PAR-LA-VILLE ROAD | HAMILTON HM HX | BD | BD | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (22 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ST JOSEPH HOSPITAL OF ORANGE | |
| B | 3560248 |
| ST JUDE MEDICAL CENTER | |
| B | 3306522 |
| ST MARY MEDICAL CENTER | |
| B | 717186 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| B | 1024621 |
| SANTA ROSA MEMORIAL HOSPITAL | |
| B | 1245607 |
| ST JOSEPH HOSPITAL OF EUREKA | |
| B | 510000 |
| COVENANT HEALTH SYSTEM | |
| B | 1592569 |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| B | 1794910 |
| ST JOSEPH HOSPITAL OF ORANGE | |
| C | 3348900 |
| ST JUDE MEDICAL CENTER | |
| C | 6193700 |
| ST MARY MEDICAL CENTER | |
| C | 2350200 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| C | 2762800 |
| SANTA ROSA MEMORIAL HOSPITAL | |
| C | 1876000 |
| ST JOSEPH HOSPITAL OF EUREKA | |
| C | 1142700 |
| REDWOOD MEMORIAL HOSPITAL | |
| C | 404100 |
| COVENANT HEALTH SYSTEM | |
| C | 2558700 |
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | |
| C | 5410300 |
| ST JOSEPH PROF SVCS ENTERPRISES INC | |
| 0 | |
| ST JOSEPH DIVERSIFIED VENTURES INC | |
| 0 | |
| AMERICAN UNITY GROUP LTD | |
| 0 | |
| ST JOSEPH HOME CARE NETWORK | |
| 0 | |
| ST JOSEPH HERITAGE HEALTHCARE | |
| 0 | |
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