MISSION HOSPITAL REGIONAL MEDICAL CENTER: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MISSION HOSPITAL REGIONAL MEDICAL CENTER (EIN 95-1643360)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-04
- IRS object ID
- 201131249349301218
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-04T20:48:22-04:00 | 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 | 951643360 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSION HOSPITAL REGIONAL MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MISS | NameControl |
| Phone | 9493644299 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27700 MEDICAL CENTER ROAD | AddressLine1 |
| City | MISSION VIEJO | City |
| State | CA | State |
| ZIP Code | 92691 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH MCFARLANDPETER BASTONE | Name |
| Title | CFO | Title |
| Date Signed | 2011-05-04 | 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 | PETER BASTONE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27700 MEDICAL CENTER ROAD | AddressLine1 |
| City | MISSION VIEJO | City |
| State | CA | State |
| ZIP Code | 92691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 501902919 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.MISSION4HEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | WE ARE COMMITTED TO EXTENDING THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2796 | TotalNbrEmployees |
| Total Nbr Volunteers | 800 | TotalNbrVolunteers |
| Total Gross UBI | 983254 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -45149 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7709045 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8137207 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 408569618 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 479677805 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -8469249 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12651948 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 213116 | OtherRevenuePriorYear |
| Other Revenue Current Year | 516391 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 408022530 | TotalRevenuePriorYear |
| Total Revenue Current Year | 500983351 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4955951 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9045005 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 170921254 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 203279685 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 100000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5254285 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 213923560 | OtherExpensePriorYear |
| Other Expenses Current Year | 238064345 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 389800765 | TotalExpensesPriorYear |
| Total Expenses Current Year | 450489035 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18221765 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 50494316 | RevenuesLessExpensesCY |
| Total Assets BOY | 469833465 | TotalAssetsBOY |
| Total Assets EOY | 562450482 | TotalAssetsEOY |
| Total Liabilities BOY | 249055699 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 285733129 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 220777766 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 276717353 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 370242924 | Expense |
| Grants | 9045005 | Grants |
| Revenue | 478694551 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 370242924 | 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 | 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 | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | true | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | 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 | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | 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 | 261 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 3 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2796 | 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 |
| Form1098 C Filed | true | Form1098CFiled |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| 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 | AARON NEUHARTH | NamePerson |
| Telephone Number | 9493647767 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27700 MEDICAL CTR ROAD | AddressLine1 |
| City | MISSION VIEJO | City |
| State | CA | State |
| ZIP Code | 92691 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PETER BASTONE | ||||||||
| CEO/BOARD MEMBER | 50.0 | X | X | 0 | 796791 | 56936 | ||
| WILLIAM MURIN | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 779744 | 17374 | |||
| SISTER KAREN CLOCK | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| SISTER CLAUDETTE DES FORGES | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| SISTER CECILIA MAGLADRY | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| WILLIAM ELDIEN | ||||||||
| BOARD CHAIR | 5.0 | X | 0 | 0 | 0 | |||
| OSCAR FLORES | ||||||||
| BOARD VICE CHAIR | 4.0 | X | 0 | 0 | 0 | |||
| SISTER JAYNE HELMLINGER | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| PAT KELLY | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| MELINDA MASSON | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| SHERRI MEDINA | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| MICHELE STAUNTON MD | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| R CLIFFORD CARPER | ||||||||
| BOARD MEMBER | 2.0 | X | 0 | 0 | 0 | |||
| CHRISTOPHER NOLAN MD | ||||||||
| BOARD MEMBER | 2.0 | X | 11000 | 0 | 0 | |||
| RICHARD KOZAK MD | ||||||||
| BOARD MEMBER | 2.0 | X | 24000 | 0 | 0 | |||
| MARGARITA COWLEY | ||||||||
| EVP, CHIEF OPERATING OFFICER | 50.0 | X | 577985 | 0 | 40020 | |||
| KENNETH MCFARLAND | ||||||||
| SVP, CHIEF FINANCIAL OFFICER | 50.0 | X | 577538 | 0 | 43297 | |||
| CYNTHIA MUELLER | ||||||||
| VP MISSION INTEGRATION | 50.0 | X | 259087 | 0 | 42442 | |||
| DENNIS HAGHIGHAT | ||||||||
| VP MEDICAL AFFAIRS | 50.0 | 409842 | 0 | 25534 | X | |||
| LINDA JOHNSON | ||||||||
| VP PATIENT CARE SERVICES | 50.0 | 396072 | 0 | 38347 | X | |||
| SHIRLEY BARNES | ||||||||
| SR VP HUMAN RESOURCES | 50.0 | 395544 | 0 | 25344 | X | |||
| PAULA SERIOS | ||||||||
| VP MARKETING/COMMUNICATIONS | 50.0 | 341517 | 0 | 25845 | X | |||
| WINIFRED JOHNSON | ||||||||
| VP FOUNDATION/FUND RAISING | 50.0 | 309154 | 0 | 42595 | X | |||
| LISA WEAVER | ||||||||
| VP BUSINESS DEVELOPMENT | 50.0 | 291343 | 0 | 41500 | X | |||
| MICHAEL BECK | ||||||||
| VP OPERATIONS - LAGUNA BEACH | 50.0 | 264880 | 0 | 54457 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3857962 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1576535 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 453691 | TotalOtherCompensation |
| Number Individuals GT100 K | 299 | NumberIndividualsGT100K |
| Formers Listed | false | 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 |
|---|---|---|---|---|---|
| PAIN RECOVERY MEDICAL GROUP INC | |||||
| 21221 SPURNEY LANE | HUNTINGTON BEACH | CA | 926467243 | DEPENDENCY MGMT | 2498764 |
| MARLA FENNELL INC | |||||
| 2542 CALLE JADE | SAN CLEMENTE | CA | 92673 | TRANSCRIPTION SVC | 1877352 |
| CLINICAL STAFFING | |||||
| 24375 MIRA VERDE BLDG D SUITE 104 | LAGUNA NIGUEL | CA | 92677 | REGISTRY SERVICE | 1570921 |
| HEALTHCARE SECURITY SERVICES OF CA | |||||
| 900 S BROADWAY 100 | DENVER | CO | 80209 | SECURITY SERVICE | 1223764 |
| JOHNSON GRAY ADVERTISING | |||||
| 15375 BARRANCA PKWY F101 | IRVINE | CA | 92618 | ADVERTISEMENT | 1150516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 91 | NumberOfContractorsGT100K |
| Federated Campaigns | 13500 | FederatedCampaigns |
| Fundraising Events | 1437863 | FundraisingEvents |
| Related Organizations | 1856858 | RelatedOrganizations |
| Government Grants | 193092 | GovernmentGrants |
| All Other Contributions | 4635894 | AllOtherContributions |
| Noncash Contributions | 500939 | NoncashContributions |
| Total Contributions | 8137207 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PATIENT REV. | 622110 | 457810804 | 457810804 | |
| MOB RENTAL | 531120 | 10627518 | 10627518 | |
| CHILDREN HOSPITAL AT MISSION | 622110 | 6988900 | 6988900 | |
| NUTRITIONAL SERVICES | 722310 | 2108781 | 2108781 | |
| PATHOLOGY REVENUE | 621511 | 840939 | 840939 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1300863 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1158548 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 142315 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 479677805 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12653898 | TotalRevenueColumn |
| Exclusion | $12,653,898 | 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 | 219750 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 221700 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1950 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1950 | TotalRevenueColumn |
| Exclusion | -$1,950 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 626214 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1437863 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 656278 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30064 | TotalRevenueColumn |
| Exclusion | -$30,064 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 169519 | GrossIncomeGaming |
| Gaming Direct Expenses | 41590 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 127929 | TotalRevenueColumn |
| Exclusion | $127,929 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 418526 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 418526 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 500983351 | TotalRevenueColumn |
| Related Or Exempt Function Income | 478694551 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 983254 | UnrelatedBusinessRevenue |
| Exclusion | $12,749,813 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9038612 | Total |
| Program Services | 9038612 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6393 | Total |
| Program Services | 6393 | ProgramServices |
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 | 2399996 | Total |
| Program Services | 1726854 | ProgramServices |
| Management And General | 673142 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9600 | Total |
| Program Services | 9600 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138255537 | Total |
| Program Services | 106275634 | ProgramServices |
| Management And General | 30119695 | ManagementAndGeneral |
| Fundraising | 1860208 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9310618 | Total |
| Program Services | 7226046 | ProgramServices |
| Management And General | 1955894 | ManagementAndGeneral |
| Fundraising | 128678 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41830414 | Total |
| Program Services | 34293753 | ProgramServices |
| Management And General | 7109483 | ManagementAndGeneral |
| Fundraising | 427178 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11473520 | Total |
| Program Services | 8993261 | ProgramServices |
| Management And General | 2350319 | ManagementAndGeneral |
| Fundraising | 129940 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6310776 | Total |
| Program Services | 2713634 | ProgramServices |
| Management And General | 3597142 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274509 | Total |
| Program Services | 182022 | ProgramServices |
| Management And General | 85871 | ManagementAndGeneral |
| Fundraising | 6616 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266595 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 251931 | ManagementAndGeneral |
| Fundraising | 14664 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100000 | Total |
| Fundraising | 100000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35376 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 35376 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44702666 | Total |
| Program Services | 35894326 | ProgramServices |
| Management And General | 8160666 | ManagementAndGeneral |
| Fundraising | 647674 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4570956 | Total |
| Program Services | 3594663 | ProgramServices |
| Management And General | 897673 | ManagementAndGeneral |
| Fundraising | 78620 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78451703 | Total |
| Program Services | 68854216 | ProgramServices |
| Management And General | 9546779 | ManagementAndGeneral |
| Fundraising | 50708 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7647067 | Total |
| Program Services | 7647067 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23636193 | Total |
| Program Services | 18384411 | ProgramServices |
| Management And General | 4911051 | ManagementAndGeneral |
| Fundraising | 340731 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234048 | Total |
| Program Services | 115745 | ProgramServices |
| Management And General | 94046 | ManagementAndGeneral |
| Fundraising | 24257 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346846 | Total |
| Program Services | 72723 | ProgramServices |
| Management And General | 121939 | ManagementAndGeneral |
| Fundraising | 152184 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12468003 | Total |
| Program Services | 12468003 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21167434 | Total |
| Program Services | 17976468 | ProgramServices |
| Management And General | 3184989 | ManagementAndGeneral |
| Fundraising | 5977 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2742439 | Total |
| Program Services | 2613939 | ProgramServices |
| Management And General | 128500 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT | 29344205 | 29344205 | 0 | 0 |
| ALL OTHER EXPENSES | 5865529 | 2811349 | 1802706 | 1251474 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450489035 | Total |
| Program Services | 370242924 | ProgramServices |
| Management And General | 74991826 | ManagementAndGeneral |
| Fundraising | 5254285 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 549933 | BOY |
| EOY | 11107671 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68109544 | BOY |
| EOY | 55263800 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5021885 | BOY |
| EOY | 3847472 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49078439 | BOY |
| EOY | 64144285 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4112308 | BOY |
| EOY | 4228122 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1698112 | BOY |
| EOY | 2017607 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 441555388 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 114702547 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258609399 | BOY |
| EOY | 326852841 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39864672 | BOY |
| EOY | 48110038 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14164834 | BOY |
| EOY | 23966257 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14284675 | BOY |
| EOY | 13717072 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14339664 | BOY |
| EOY | 9195317 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469833465 | BOY |
| EOY | 562450482 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60985226 | BOY |
| EOY | 54065430 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188070473 | BOY |
| EOY | 231667699 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249055699 | BOY |
| EOY | 285733129 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179062007 | BOY |
| EOY | 231062011 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41715759 | BOY |
| EOY | 45655342 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220777766 | BOY |
| EOY | 276717353 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469833465 | BOY |
| EOY | 562450482 | 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) |
|---|---|---|
| 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 | $49,948 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 49948 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II-B, Line 1i | Identifier |
| Return Reference | OTHER ACTIVITIES | 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 SOME 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 |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1300000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 34894212 | OtherCostOrOtherBasis |
| Book Value | 36194212 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 269718596 | OtherCostOrOtherBasis |
| Depreciation | 47769145 | Depreciation |
| Book Value | 221949451 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16682570 | OtherCostOrOtherBasis |
| Depreciation | 6443086 | Depreciation |
| Book Value | 10239484 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 111863278 | OtherCostOrOtherBasis |
| Depreciation | 60467114 | Depreciation |
| Book Value | 51396164 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7096732 | OtherCostOrOtherBasis |
| Depreciation | 23202 | Depreciation |
| Book Value | 7073530 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 326852841 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERCO. WITH HEALTH SYSTEM-BONDS | $192,656,931 |
| INTERCOMPANY PAYABLE | $30,926,610 |
| THIRD PARTY PAYABLES | $3,683,803 |
| OTHER LIABILITIES | $4,400,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 231667699 | TotalOfAmounts |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | WKM PRODUCTIONS | NameOfIndividual |
| Activity | EVENT PRODUCTION | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 145035 | GrossReceipts |
| Amount Retained By Contractor | 100000 | AmountRetainedByContractor |
| Net To Organization | 45035 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 145035 | TotalGrossReceipts |
| Total Retained By Contractors | 100000 | TotalRetainedByContractors |
| Total Net To Organization | 45035 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 309541 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 245065 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 64476 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 52895 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 23186 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 10061 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA | NameOfEvent2 |
| Gross Receipts Event2 | 887680 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 549795 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 337885 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 37123 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 100853 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 33145 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 78626 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 866856 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 643003 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 223853 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 28817 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 61299 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 230273 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2064077 | GrossReceiptsTotal |
| Charitable Contributions Total | 1437863 | CharitableContributionsTotal |
| Gross Revenue Total Events | 626214 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 118835 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 185338 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 33145 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 318960 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 656278 | DirectExpenseSummaryEvents |
| Net Income Summary | -30064 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | true | VolunteerLaborBingo |
| Gross Revenue Other Gaming | 169519 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 3750 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 37840 | NonCashPrizesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 169519 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 3750 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 37840 | NonCashPrizesTotalGaming |
| Direct Expense Summary Gaming | 41590 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 127929 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | false | Licensed |
| Explanation If No | SEE SCHEDULE O | ExplanationIfNo |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | WINIFRED JOHNSON | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27700 MEDICAL CENTER ROAD | AddressLine1 |
| City | MISSION VIEJO | City |
| State | CA | State |
| ZIP Code | 92691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | WINIFRED JOHNSON | GamingManagerNamePerson |
| Gaming Manager Compensation | 15458 | GamingManagerCompensation |
| Gaming Manager Services Provided | VP FOUNDATION/FUNDRAISING | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | true | CharitableDistribRequired |
| Amount Distributed | 152567 | AmountDistributed |
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 | false | ExpensesExceededBudget |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5524756 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 5524756 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01310 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 33977092 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 15348008 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 18629084 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04420 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 12238413 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10560858 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1677554 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00400 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 51740261 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 25908866 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 25831394 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06130 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5336118 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 21245 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5314873 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01260 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 288025 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 37721 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 250304 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1030133 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1030133 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00240 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 318452 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 318452 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 6972728 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 58966 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6913762 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01640 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 58712989 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 25967832 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 32745156 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07770 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 798 | PersonsServed |
| Total Community Building Expense | 45711 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 45711 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 3 | NumberOfActivitiesOrPrograms |
| Persons Served | 5305 | PersonsServed |
| Total Community Building Expense | 17258 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 17258 | NetCommunityBuildingExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Persons Served | 6103 | PersonsServed |
| Total Community Building Expense | 62969 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 62969 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $6,536,885 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 86528083 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 107125782 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -20597699 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (2 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|
| MECC-SEE SCHEDULE O | ||
| PHYSICIAN OFFICE&CONF ED CTR | 0.50000 | 0.50000 |
| MAS - SEE SCHEDULE O | ||
| OUTPATIENT SURGERY CENTER | 0.40000 | 0.59000 |
Form990 Schedule H Part V Form990ScheduleHPartV (2 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Er24 HoursEr24Hours |
|---|---|---|---|---|---|---|
| MISSION HOSPITAL REGIONAL MEDICAL CENTER | ||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | X | X | X |
| MISSION HOSPITAL LAGUNA BEACH | ||||||
| 31872 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | X | X | X |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Annual Community Benefit Expln | ST. JOSEPH HEALTH SYSTEM SUBMITS A CONSOLIDATED REPORT WHICH INCLUDES ALL HOSPITAL MINISTRIES. | AnnualCommunityBenefitExpln |
| Costing Method Used | A COST-TO-CHARGE RATIO FROM THE COST ACCOUNTING SYSTEM WAS USED TO DETERMINE THE COST OF ALL REPORTED CHARITY CARE AND OTHER COMMUNITY BENEFITS AT COST. IT INCLUDED ALL PATIENT TYPES (I.E. INPATIENT, OUTPATIENT, EMERGENCY ROOM), AND WOULD ONLY INCLUDE CHARGES OR RELATED COSTS THAT PERTAIN TO EACH RESPECTIVE AREA (I.E. CHARITY, MEDICAID, MANAGED CARE, PRIVATE INSURANCE, SELF PAY, UNINSURED, ETC.). FOR UNREIMBURSED COSTS, THAT WOULD BE THE DIFFERENCE BETWEEN THE DETERMINED COST UTILIZING THE COST-TO-CHARGE RATIO LESS ANY PAYMENTS RECEIVED FOR THAT PARTIAL PAYOR GROUP. THE COST-TO-CHARGE RATIO USED WAS NOT DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES. | CostingMethodUsed |
| Subsidized Health Services Expln | NONE OF THE REPORTED SUBSIDIZED HEALTH SERVICES INCLUDED ANY COSTS ATTRIBUTABLE TO A PHYSICIAN CLINIC. | SubsidizedHealthServicesExpln |
| Percent Of Total Expense Expln | BAD DEBT EXPENSE OF $29,344,205 IS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR THE PURPOSE OF CALCULATING THE PERCENTAGE OF NET COMMUNITY BENEFIT. | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | FINANCIAL STATEMENT FOOTNOTE DESCRIBING BAD DEBT; MISSION HOSPITAL 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 CONTINUALLY MONITORS AND ADJUSTS THE RESERVES ASSOCIATED WITH RECEIVABLES. THE ORGANIZATION ESTIMATES BAD DEBT EXPENSE AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED ON HISTORICAL COLLECTION EXPERIENCE. THE AMOUNT IN LINE 2 IS DETERMINED BY USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. | BadDebtFootnote |
| Shortfall As Community Benefit | AS A CATHOLIC HEALTH CARE MINISTRY, MISSION HOSPITAL FOLLOWS THE CATHOLIC HEALTH ASSOCIATION'S COMMUNITY BENEFIT REPORTING GUIDELINES AND THEREFORE DOES NOT REPORT MEDICARE AS A COMMUNITY BENEFIT. THE COSTING METHODOLGY AND SOURCE OF OUR MEDICARE ALLOWABLE COSTS OF CARE REPORTED IN PART III, LINE 6 IS TAKEN DIRECTLY FROM OUR FILED MEDICARE COST REPORT. THE NUMBER PROVIDED IS THE SUM OF OUR TOTAL PROGRAM INPATIENT AND OUTPATIENT COSTS. TOTAL PROGRAM COST IS DERIVED FROM MEDICARE AND MEDICAID PROGRAM STATISTICS COMPARED TO OVERALL STATISTICS FOR THE REPORTING. THE MEDICARE COST TO CHARGE RATIO IS COMPUTED BY TAKING THE TOTAL ALLOWABLE PROGRAM COSTS BY COST CENTER DIVIDED BY PROGRAM GROSS CHARGES BY COST CENTER. | ShortfallAsCommunityBenefit |
| Debt Collection Policy | PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMS AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIES FOR CHARITY CARE. ALL ACCOUNTS ARE SCREENED FOR CHARITY CARE ELIGIBILTY USING CRITERIA THAT CONSIDERS INSURANCE COVERAGE, CREDIT RATING, PAYMENT ACTIVITY, AND VALID SOCIAL SECURITY NUMBER AND/OR ACCURATE RESIDENCE ADDRESS. | DebtCollectionPolicy |
| Needs Assessment | MISSION HOSPITAL COMPLETES A NEEDS ASSESSMENT EVERY THREE YEARS OF ITS PRIMARY SERVICE AREA IN ALIGNMENT WITH SB697. THE MOST RECENT HEALTH NEEDS ASSESSMENT THAT GUIDED THE DIRECTION OF THE FY09-11 COMMUNITY BENEFIT PLAN WAS COMPLETED IN FY2008. WHEN MISSION HOSPITAL PURCHASED A SECOND CAMPUS IN LAGUNA BEACH IN FY10, A NEEDS ASSESSMENT WAS CONDUCTED SPECIFICALLY IN THAT COMMUNITY TO HELP IDENTIFY THE MOST PERTINENT HEALTH AND QUALITY OF LIFE NEEDS. BASED ON THESE TWO NEEDS ASSESSMENTS, THE AREAS OF FOCUS FOR MISSION HOSPITAL ARE: AFFORDABLE HOMES, CHILD OBESITY, DEPRESSION, POST-SECONDARY EDUCATION, ACCESS TO PRIMARY CARE, AND YOUTH ALCOHOL PREVENTION. | NeedsAssessment |
| Patient Education Assistance | MISSION HOSPITAL PROVIDES COPIES OF FINANCIAL ASSITANCE MATERIALS TO ALL UNINSURED PATIENTS AND TO INSURED PATIENTS THAT MAY QUALIFY OR REQUEST FINANCIAL ASSISTANCE. MISSION HOSPITAL POSTS NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM IN ENGLISH AND SPANISH. 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. ALL PATIENTS WHO DEMONSTRATE LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS ARE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND ARE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY BE ELIGIBLE. AUTOMATED CALLS ARE MADE TO PATIENTS WHICH INSTRUCT THEM ON HOW TO INQUIRE REGARDING QUALIFICATION OF FINANCIAL ASSISTANCE. THE FINANCIAL ASSISTANCE POLICY IS UPDATED ANNUALLY AND REVIEWED WITH STAFF AT STAFF MEETINGS. ALL STAFF ARE PROVIDED SUMMARY SHEETS WHICH LIST THE INCOME RANGES FOR THE QUALIFYING FOR FINANCIAL ASSISTANCE TO ASSIST IN DISCUSSING THE POTENTIAL ELIGIBLITY WITH THE PATIENT, AS WELL AS IDENTIFYING ELIGIBILITY FOR OTHER GOVERNMENT ASSISTANCE. | PatientEducationAssistance |
| Community Information | MISSION HOSPITAL'S "COMMUNITY" IS A SERVICE AREA COMPOSED OF SIXTEEN CITIES; MISSION VIEJO, SAN CLEMENTE, SAN JUAN CAPISTRANO, LADERA RANCH, LAGUNA BEACH, LAGUNA NIGUEL, ALISO VIEJO, DANA POINT, RANCHO SANTA MARGARITA, TRABUCO CANYON, CAPISTRANO BEACH, LAGUNA WOODS, FOOTHILL RANCH, SILVERADO, LAGUNA HILLS, AND LAKE FOREST. THIS AREA INCLUDES A POPULATION OF APPROXIMATELY 600,000 PEOPLE. THE AREA HAS SEEN TREMENDOUS GROWTH OVER THE LAST FIVE YEARS AND IT IS ESTIMATED THAT POPULATION WILL CONTINUE TO INCREASE BY 5.5% OVER THE NEXT FIVE YEARS. DEMOGRAPHICALLY, THE AREA IS 70% CAUCASIAN. HISPANICS ARE THE LARGEST MINORITY GROUP AND ACCOUNT FOR 17.3% OF THE POPULATION AND ALSO HAVE THE HIGHEST PROJECTED GROWTH RATE IN THE FUTURE OF ALL ETHNICITIES. THE ASIAN POPULATION REMAINS STABLE AT AROUND 7% OF THE PRIMARY SERVICE AREA. OVERALL, SOUTH ORANGE COUNTY ENJOYS RELATIVE AFFLUENCE. THE AVERAGE HOUSEHOLD INCOME IS $95,537 AND IS EXPECTED TO CONTINUE GROWING. DESPITE THE COUNTY'S AFFLUENCE, THE HOSPITAL'S PRIOR COMMUNITY HEALTH NEEDS ASSESSMENTS OVER THE LAST 10 YEARS CONTINUE TO REVEAL CONCENTRATED AREAS OF POVERTY IN THE CITIES OF SAN CLEMENTE, DANA POINT, SAN JUAN CAPISTRANO, LAGUNA NIGUEL, MISSION VIEJO, LAKE FOREST AND RANCHO SANTA MARGARITA. THESE AREAS WERE DETERMINED BASED ON KEY DRIVERS FOR COMMUNITY VULNERABILITY. ALTHOUGH HIGH NEEDS WERE IDENTIFIED IN THESE 8 AREAS (LISTED ABOVE), A DECISION WAS MADE TO PRIMARILY FOCUS ON THE CITIES OF SAN CLEMENTE, DANA POINT, SAN JUAN CAPISTRANO, LAGUNA BEACH AND LAKE FOREST. THIS DECISION WAS MADE IN PARTNERSHIP WITH COMMUNITY BENEFIT DEPARTMENT STAFF, THE HOSPITAL EXECUTIVE TEAM AND THE COMMUNITY BENEFIT COMMITTEE. THESE AREAS CONTINUE TO BE THE FOCUS OF MISSION HOSPITAL'S COMMUNITY BENEFIT PRIORITIES. COMMUNITY BENEFIT GOVERNANCE STRUCTURE MISSION HOSPITAL DEMONSTRATES ORGANIZATIONAL COMMITMENT TO THE COMMUNITY BENEFIT PROCESS THROUGH THE ALLOCATION OF STAFF, FINANCIAL RESOURCES, PARTICIPATION AND COLLABORATION. QUARTERLY PRESENTATIONS ARE MADE TO THE COMMUNITY BENEFIT COMMITTEE TO ALLOW THEM THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE FEEDBACK ON EACH INITIATIVE'S PROGRESS. THE COMMUNITY WAS ENGAGED IN THE ONGOING COLLABORATIVE WORK CREATED FOR EACH OF MISSION HOSPITAL'S COMMUNITY BENEFIT INITIATIVES. THE COLLABORATIVES HAVE PROVIDED GUIDANCE AND ACTION WITHIN EACH OF THE INITIATIVES AND HELPED FURTHER OUR OUTREACH EFFORTS. | CommunityInformation |
| Community Building Activities | OUR MISSION CALLS US TO IMPROVE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. A KEY EMPHASIS IS PUT ON DEVELOPING PROGRAMS THAT ADDRESS ROOT CAUSES OF HEALTH PROBLEMS. A KEY ISSUE FOR OUR COMMUNITY IS ACCESS TO AFFORDABLE HOMES. THE NEED TO INCREASE AFFORDABLE HOMES IN SOUTH ORANGE COUNTY WAS IDENTIFIED IN THE 2008 HEALTH NEEDS ASSESSMENT. SINCE THEN, MISSION HOSPITAL HAS PARTNERED WITH OVER A DOZEN AGENCIES TO CREATE THE SOUTH ORANGE COUNTY ALLIANCE FOR HOUSING OUR COMMUNITIES (SOCAHOC). TOGETHER, THE ALLIANCE WORKS ON INCREASING THE NUMBER OF POLICIES THAT SUPPORT AFFORDABLE HOMES, INCREASING BROAD-BASED COMMUNITY ADVOCACY ORGANIZATIONS THAT IDENTIFY AND ACT ON AFFORDABLE HOMES AS A PRIORITY, AND COLLABORATING TO CREATE NEW AFFORDABLE HOMES. IN FY10 SOCAHOC HAD 205 ENCOUNTERS WITH ORGANIZATIONS AND WITH 301 INDIVIDUALS. A TOTAL OF 115 UNDUPLICATED ORGANIZATIONS WERE ENGAGED AND ACTED ON HOUSING INITIATIVES. THE COSTS OF THIS ACTIVITY ARE REPORTED ON SCHEDULE H, PART II, LINE 1. OTHER COMMUNITY BUILDING ACTIVITIES INCLUDE PROVIDING FUNDING FOR A LOCAL SOUP KITCHEN TO PROVIDE MEALS TO THE HOMELESS AND A DRUNK-DRIVING PREVENTION PROGRAM AIMED TOWARD TEENS, WHICH IS IMPLEMENTED OUT OF BOTH MISSION HOSPITAL CAMPUSES. THE COSTS OF THIS ACTIVITY ARE REPORTED ON SCHEDULE H, PART II, LINE 3. | CommunityBuildingActivities |
| Other Information | MISSION HOSPITAL'S COMMUNITY BENEFIT PROGRAMS ARE STRONG IN COMMUNITY COLLABORATION. EACH OF OUR SIX INITIATIVES HAS A COMMUNITY COALITION OR TASK FORCE THAT WORK TOGETHER TO DETERMINE ACTIVITIES TO ADDRESS THE RESPECTIVE ISSUE. IN FY10, THESE COALITIONS COMPRISED OVER 150 INDIVIDUALS DEDICATED TO SERVICES IN THE SOUTH ORANGE COUNTY AREA. MISSION HOSPITAL ALSO SUBSIDIZES AN ER HOSPITALIST PROGRAM WHICH PROVIDES A MEDICAL PROVIDER FOR UNINSURED LOW-INCOME PATIENTS WHILE THEY ARE IN THE HOSPITAL. IN FY2010 A TOTAL OF $1,030,000 WAS SPENT ON THE PROGRAM. THE HOSPITAL'S BOARD OF DIRECTORS IS COMPRISED OF MEDICAL AND BUSINESS PROFESSIONALS, ALONG WITH SISTERS OF THE ST. JOSEPH HEALTH SYSTEM, MOST OF WHOM RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA. ALL BOARD MEMBERS ARE VOLUNTEERS AND NONE OF THE COMMUNITY MEMBERS ARE EMPLOYEES OR CONTRACTORS OF THE HOSPITAL. THEY ARE INVOLVED IN THE COMMUNITY NEEDS ASSESSMENT PROCESS, FUNDRAISING, AND IN GENERAL STEWARDSHIP. MEDICAL STAFF PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. THE HOSPITAL UTILIZES SURPLUS FUNDS TO HELP MAINTAIN ACCESS TO PATIENT SERVICES THROUGHOUT THE COMMUNITY, INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: 1) PROCUREMENT OF PATIENT CARE EQUIPMENT AND DEVICES TO AID IN THE DIAGNOSIS OF DISEASE AND TREATMENT OF OUR PATIENTS; 2) TWO FAMILY RESOURCE CENTERS THAT PROVIDE PARENT EDUCATION CLASSES, SUPPORT GROUPS, COUNSELING SERVICES, TEEN PROGRAMS, HEALTH/SAFETY PROGRAMS AND INFORMATION, MANY OF WHICH ARE OFFERED IN SPANISH AND CAN BE PROVIDED IN THE COMMUNITY, AS WELL AS AN ARRAY OF EDUCATIONAL PROGRAMS AND CLASSES THAT PROVIDE INFORMATION AND ASSISTANCE WITH CHILDBIRTH, BREASTFEEDING, CHILDCARE, CHILD SAFETY, DIABETES, NUTRITION AND WELLNESS, HEART HEALTH, JOINT REPLACEMENT PREPAREDNESS, AND MORE; AND 3) FREE FLU SHOT CLINICS OPEN TO THE SURROUNDING COMMUNITY. | OtherInformation |
| Affiliated Health Care System | MISSION HOSPITAL IS A HEALING MINISTRY OF THE ST. JOSEPH HEALTH SYSTEM. TO ENSURE THAT THE NEEDS OF THE POOR AND VULNERABLE IN THE COMMUNITY ARE BEING MET MISSION HOSPITAL ALLOCATES ON AN ANNUAL BASIS 10% OF NET INCOME AND STRIVES TO ALLOCATE 1.5% OF TOTAL OPERATING EXPENSES. TO HELP FACILITATE THIS PROCESS MISSION HOSPITAL HAS A COMMUNITY BENEFIT COMMITTEE WHICH IS A SUB-COMMITTEE OF THE BOARD OF TRUSTEES. THIS COMMITTEE IS CHARGED WITH ENSURING THAT RESOURCES ARE TARGETED TO MEETING THE NEEDS OF THE COMMUNITY. EVERY THREE YEARS MISSION HOSPITAL CREATES A COMMUNITY BENEFIT PLAN THAT IS REVIEWED ON AN ANNUAL BASIS TO ENSURE KEY PROGRAM OUTCOMES. YEARLY UPDATES ARE SUBMITTED TO THE SJHS CORPORATE OFFICE FOR REVIEW AND SUBMISSION TO OSHPD IN ALIGNMENT WITH SB697. MISSION HOSPITAL IS A PART OF ST. JOSEPH HEALTH SYSTEM OF ORANGE CALIFORNIA. ST. JOSEPH HEALTH SYSTEM (SJHS) IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM PROVIDING A BROAD RANGE OF MEDICAL SERVICES. THE SYSTEM IS ORGANIZED INTO THREE REGIONS--NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO - AND CONSISTS OF 14 ACUTE CARE HOSPITALS, AS WELL AS HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, SKILLED NURSING FACILITIES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. THE MINISTRIES THAT COMPRISE SJHS OFFER A WIDE VARIETY OF SERVICES WITHIN EACH OF THE THREE REGIONS. FROM WELL-ESTABLISHED ACUTE CARE HOSPITALS TO CLINICS IN NON-TRADITIONAL SETTINGS LIKE CLASS ROOMS, SJHS IS ESTABLISHING A "CONTINUUM OF CARE," THAT IS, A SYSTEM THAT LINKS AND COORDINATES AN ENTIRE SPECTRUM OF HEALTH SERVICES. IN 1986, ST. JOSEPH HEALTH SYSTEM ESTABLISHED THE SJHS FOUNDATION TO ASSIST PEOPLE UNABLE TO AFFORD HEALTH CARE SERVICES BY PROVIDING GRANTS TO NON-PROFIT COMMUNITY SERVICE ORGANIZATIONS. SJHS FOUNDATION FUNDING IS DISTRIBUTED ACCORDING TO THE FOLLOWING FORMULA: - 75 CENTS OF EACH DOLLAR THE FOUNDATION RECEIVES FROM EACH LOCAL FACILITY IS RETURNED DIRECTLY TO FACILITY IT CAME FROM TO SUPPORT THE COMMUNITY BENEFIT PROJECTS IN THEIR COMMUNITIES - 7.5 CENTS IS DISTRIBUTED BY THE SJHS FOUNDATION ENDOWMENT - THE REMAINING 17.5 CENTS COLLECTED SUPPORTS: - WELLNESS & PREVENTION GRANTS - DISASTER GRANTS - COMMUNITY BUILDING INITIATIVE - SJHS BOARD DESIGNATED FUND A MISSION HOSPITAL ANNUAL COMMUNITY BENEFIT REPORT IS SUBMITTED TO ST. JOSEPH HEALTH SYSTEM, AND THEN IS REVIEWED AND SUBMITTED TO THE CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT IN ALIGNMENT WITH CALIFORNIA SENATE BILL 697. | AffiliatedHealthCareSystem |
| Reports Filed With States | CA | ReportsFiledWithStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| CAMINO HEALTH CENTER | ||||||||||
| 30300 CAMINO CAPISTRANO | SJC | CA | 92675 | 330574214 | 501(C)(3) | 696426 | COMMUNITY OUTREACH | |||
| BOYS & GIRLS CLUB | ||||||||||
| 1304 CALLE VALLE | SAN CLEMENTE | CA | 92674 | 956111998 | 501(C)(3) | 10000 | SPONSORSHIP | |||
| ST TIMOTHY'S CATHOLIC CHURCH | ||||||||||
| 29102 CROWN VALLEY | LAGUNA NIGUEL | CA | 92677 | 953656905 | 501(C)(3) | FOOD DONATIONS | 86498 | COST | FOOD DONATIONS | |
| LIGA INTERNATIONAL | ||||||||||
| PO BOX 51985 | RIALTO | CA | 92376 | 956111639 | 501(C)(3) | MEDICAL SUPPLIES | 62402 | COST | VAR MED SUPPLIES | |
| DRUG USE IS LIFE ABUSE | ||||||||||
| 28000 MARGUERITE | SANTA ANA | CA | 92702 | 953498487 | 501(c)(3) | 6000 | SPONSORSHIP | |||
| JSERRA CATHOLIC HIGH SCHOOL | ||||||||||
| PO BOX 28 | SAN JUAN CAPISTRANO | CA | 92675 | 330944424 | 501(C)(3) | 51400 | SPONSORSHIP | |||
| MISSION SAN JUAN CAPISTRANO | ||||||||||
| 26351 JUNIPERO SERRA DR | SJC | CA | 92630 | 951904079 | 501(C)(3) | 7410 | SPONSORSHIP | |||
| SADDLEBACK COLLEGE - NURSING PROGRAM | ||||||||||
| 31414 EL CAMINO | MISSION VIEJO | CA | 92692 | 330390547 | 501(C)(3) | 35000 | SCHOLARSHIPS | |||
| TALLER SAN JOSE | ||||||||||
| 28000 MARGUERITE PRKY | SANTA ANA | CA | 92701 | 593816355 | 501(C)(3) | 20500 | SPONSORSHIP | |||
| UC - IRVINE | ||||||||||
| 801 NORTH BROADWAY | IRVINE | CA | 926975602 | 952226406 | GOVT | 110000 | SPONSORSHIP | |||
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||||||||||
| 500 S MAIN STREET | ORANGE | CA | 928684507 | 330143024 | 501(C)(3) | 5410300 | CARE FOR THE POOR | |||
| ST JOSEPH HERITAGE HEALTHCARE (MHAP) | ||||||||||
| 279 E IMPERIAL 750 | FULLERTON | CA | 92635 | 330185031 | 501(C)(3) | 2448658 | PROGRAM FUNDING | |||
| CITY OF SAN CLEMENTE | ||||||||||
| 100 N CALLE SEVILLE | SAN CLEMENTE | CA | 92672 | 956000775 | GOVT | 10000 | COMMUNITY BENEFIT | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 13 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | INDIVIDUAL FUNERALS | TypeOfGrant |
| Number Of Recipients | 5 | NumberOfRecipients |
| Amount Of Cash Grant | 6393 | AmountOfCashGrant |
| Description Of Non Cash Assistance | FUNERAL COSTS ASSIS. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Return Reference | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | ReturnReference |
| Explanation | DONATIONS TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF MISSION HOSPITAL REGIONAL MEDICAL CENTER. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER BASTONE | |||||||||||||
| 0 | 435314 | 0 | 186197 | 0 | 175280 | 0 | 17116 | 0 | 39820 | 0 | 853727 | 0 | 0 |
| WILLIAM MURIN | |||||||||||||
| 0 | 497556 | 0 | 154993 | 0 | 127195 | 0 | 7350 | 0 | 10024 | 0 | 797118 | 0 | 0 |
| MARGARITA COWLEY | |||||||||||||
| 293469 | 0 | 118712 | 0 | 165804 | 0 | 19521 | 0 | 20499 | 0 | 618005 | 0 | 62401 | 0 |
| KENNETH MCFARLAND | |||||||||||||
| 293694 | 0 | 125200 | 0 | 158644 | 0 | 16855 | 0 | 26442 | 0 | 620835 | 0 | 42148 | 0 |
| DENNIS HAGHIGHAT | |||||||||||||
| 245190 | 0 | 102215 | 0 | 62437 | 0 | 9583 | 0 | 15951 | 0 | 435376 | 0 | 0 | 0 |
| LINDA JOHNSON | |||||||||||||
| 207747 | 0 | 126141 | 0 | 62184 | 0 | 11761 | 0 | 26586 | 0 | 434419 | 0 | 0 | 0 |
| SHIRLEY BARNES | |||||||||||||
| 219788 | 0 | 77800 | 0 | 97956 | 0 | 15538 | 0 | 9806 | 0 | 420888 | 0 | 0 | 0 |
| PAULA SERIOS | |||||||||||||
| 187267 | 0 | 101302 | 0 | 52948 | 0 | 12233 | 0 | 13612 | 0 | 367362 | 0 | 0 | 0 |
| WINIFRED JOHNSON | |||||||||||||
| 158969 | 0 | 66400 | 0 | 83785 | 0 | 19274 | 0 | 23321 | 0 | 351749 | 0 | 0 | 0 |
| LISA WEAVER | |||||||||||||
| 167352 | 0 | 66800 | 0 | 57191 | 0 | 18411 | 0 | 23089 | 0 | 332843 | 0 | 0 | 0 |
| MICHAEL BECK | |||||||||||||
| 138515 | 0 | 63646 | 0 | 62719 | 0 | 17978 | 0 | 36479 | 0 | 319337 | 0 | 0 | 0 |
| CYNTHIA MUELLER | |||||||||||||
| 148983 | 0 | 53800 | 0 | 56304 | 0 | 24274 | 0 | 18168 | 0 | 301529 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL COMPENSATION INFORMATION | Identifier |
| Explanation | 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 TWO INDIVIDUALS WHO RECEIVED 457(F) DISTRIBUTIONS WERE: KENNETH MCFARLAND $42,148 MARGARITA COWLEY $62,401 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 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 L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN SHAVER MD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SPOUSE OF BOARD MEMBER | Relationship |
| Amount Of Transaction | 75950 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION FOR SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29240 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 221699 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 250000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINIONS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | GIFTS IN KIND | Description |
| Number Of Contributions | 732 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | 0 | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 5 - CLOTHING AND HOUSEHOLD GOODS | CLOTHING AND HOUSEHOLD GOODS WERE DONATED TO THE HOSPITAL THRIFT N' GIFT PROGRAM. $418,526 WAS RECOGNIZED FROM THE SALE OF SUCH ITEMS IN FY10, THE AMOUNT BEING DETERMINED BY THE SELLING PRICE. REVENUE FROM THE SALE OF THE DONATED ITEMS IS REPORTED ON FORM 990, PART VIII, LINE 10A. PART I, LINE 25 - OTHER GIFTS IN KIND WITH AN ESTIMATED VALUE OF $527,796 WERE RECEIVED DURING THE YEAR AND WERE NOT INCLUDED ON THE BOOKS. VALUE WAS ESTIMATED FROM DONOR'S APPROXIMATION OF VALUE. REVENUE FROM THE SALE OF THESE ITEMS IS INCLUDED IN FUNDRAISING REVENUE ON FORM 990, PART VIII, LINE 8A. |
| PART I, LINE 32A | MISSION HOSPITAL USES THE SERVICES OF MERRILL LYNCH TO SELL SECURITIES THAT HAVE BEEN GIFTED BY VARIOUS DONORS AND BENEFACTORS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (16 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | ORGANIZATION'S MISSION | AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), MISSION HOSPITAL 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. 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. |
| FORM 990, PART III, LINE 2 | DESCRIPTION OF NEW SERVICE | MISSION HOSPITAL ACQUIRED LAGUNA BEACH HOSPITAL. THIS ACQUISITION ENABLES LAGUNA BEACH HOSPITAL TO SERVE A BROADER POPULATION OF SOUTH ORANGE COUNTY. |
| FORM 990, PART III, LINE 4 | PROGRAM SERVICE ACCOMPLISHMENTS | GROUNDED IN OUR COMMITMENT TO COMMUNITY AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), MISSION HOSPITAL IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THAT MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. BUT THE ROOTS OF MISSION HOSPITAL AND THE LESSONS TO SERVE OUR DEAR NEIGHBORS DATE BACK TO THE YEAR 1650 WHEN THE SISTERS' FIRST CONGREGATION WAS FORMED IN LE PUY, FRANCE. SINCE THAT TIME, THE PEOPLE OF OUR ORGANIZATION CONTINUE TO ASSESS THE NEEDS OF THE COMMUNITIES WE SERVE, BUILD COLLABORATIVE PARTNERSHIPS WITH LOCAL RESIDENTS, BUSINESS AND COMMUNITY NOT-FOR-PROFITS, AND TOGETHER THROUGH THOSE PARTNERSHIPS, MEET COMMUNITY NEEDS. THE HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS--NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO - AND CONSISTS OF 14 ACUTE CARE HOSPITALS, AS WELL AS HOME HEALTH AGENCIES, HOSPICE CARE, OUT-PATIENT SERVICES, SKILLED NURSING FACILITIES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. MISSION HOSPITAL PROVIDES SOUTH ORANGE COUNTY COMMUNITIES WITH ACCESS TO ADVANCED CARE AND ADVANCED CARING THROUGH TWO CONVENIENT LOCATIONS, MISSION VIEJO AND LAGUNA BEACH. MISSION HOSPITAL IN MISSION VIEJO IS AN ACUTE CARE, FULL-SERVICE FACILITY THAT HOUSES THE REGION'S DESIGNATED TRAUMA CENTER, ONE OF ONLY THREE IN THE COUNTY. A COMPLETE ARRAY OF TOP-QUALITY HEALTHCARE SERVICES ARE OFFERED INCLUDING 24-HOUR EMERGENCY CARE, IMAGING, CARDIAC, STROKE, MATERNITY SERVICES; AND MISSION WOMEN'S WELLNESS CENTER OFFERING COMPREHENSIVE BREAST, HEART AND PELVIC CARE. MISSION HOSPITAL ALSO OFFERS THE HIGHEST LEVEL OF CARE IN ORTHOPEDICS, REHABILITATION, CANCER, SPINE AND VASCULAR SERVICES. MISSION HOSPITAL LAGUNA BEACH'S HEALTHCARE SERVICES INCLUDE 24-HOUR EMERGENCY, INTENSIVE AND MEDICAL-SURGICAL CARE AS WELL AS BEHAVIORAL HEALTH AND CHEMICAL AND PAIN MEDICATION DEPENDENCY TREATMENT. THE HOSPITAL HAS A MEDICAL STAFF OF 786 PHYSICIANS REPRESENTING 50 SPECIALTIES AND SUB-SPECIALTIES. CURRENTLY THERE ARE MORE THAN 2,600 EMPLOYEES AND OVER 800 VOLUNTEERS. AS THE LARGEST MEDICAL CENTER IN SOUTH ORANGE COUNTY, LICENSED FOR 552 BEDS, MISSION HOSPITAL IS FULLY ACCREDITED BY THE JOINT COMMISSION. SINCE 1980, THE HOSPITAL HAS HOUSED THE REGION'S DESIGNATED TRAUMA CENTER THAT SERVED 931 PATIENTS THIS PAST FISCAL YEAR. THREE MISSION OUTCOMES AS A MINISTRY OF THE ST. JOSEPH HEALTH SYSTEM WE ARE COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: - MAKING EVERY ENCOUNTER WITH OUR COMMUNITY A SACRED ENCOUNTER. IN FY10, A FAMILY & PATIENT ADVISORY COUNCIL WAS CREATED IN OUR CRITICAL CARE UNIT TO HELP US UNDERSTAND AND IMPROVE THE PATIENT EXPERIENCE. THIS COUNCIL WAS CRITICAL IN THE DEVELOPMENT OF PERINATAL COMFORT CARE COMMITTEE THROUGH REVISION OF PERINATAL LOSS MATERIALS. - PROVIDING TO OUR PATIENTS IN THE COMMUNITY WITH PERFECT CARE. IN FY10, CAMINO HEALTH CENTER ACHIEVED A 15.7% INCREASE IN THE NUMBER OF GIRLS AGES 9 - 19 WHO RECEIVED THEIR FINAL VACCINATION AGAINST THE HUMAN PAPILLOMA VIRUS (HPV) WHEN COMARED TO THE FY09 OUTCOMES. - MAKING THE COMMUNITY WE SERVE AMONG THE HEALTHIEST COMMUNITIES IN THE U.S. THE COMMUNITY-BASED "PLAY MORE, EAT BETTER" PROGRAM HELD TOTAL OF 12 BLOCK PARTIES IN FY10 WITH OVER 2,353 ATTENDEES. THIS PROGRAM DEMONSTRATED A 7% DECREASE IN BMI RATES FOR THE CHILDREN WHO RETURNED TO MULTIPLE EVENTS. MISSION HOSPITAL IS AN ACUTE CARE, FULL SERVICE FACILITY, SERVING THE SOUTH ORANGE COUNTY COMMUNITY. DURING FISCAL YEAR 2010, WE INVESTED A TOTAL OF $32,745,000 (7.28% OF OUR TOTAL FUNCTIONAL EXPENSES) IN COMMUNITY BENEFIT (INCLUDING TRADITIONAL CHARITY CARE, UNPAID COST TO STATE AND LOCAL PROGRAMS AND COMMUNITY BENEFIT SERVICES TO THE LOW-INCOME AND BROADER COMMUNITY). THIS EXPENSE DID NOT INCLUDE COMMUNITY BUILDING ACTIVITES OF $63,000. IN ADDITION, OUR UNPAID COST OF MEDICARE PROGRAMS TOTALED $20,597,699. FINANCIAL ASSISTANCE POLICY (TRADITIONAL CHARITY CARE) 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. JOSEPH HEALTH SYSTEM HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. IN FY 10, MISSION HOSPITAL PROVIDED $5,525,000 IN CHARITY CARE. ORGANIZATIONAL COMMITMENT AS A VALUES BASED ORGANIZATION, MISSION HOSPITAL HAS A LONG-STANDING COMMITMENT TO THE COMMUNITY. FY 10 COMMUNITY BENEFIT INITIATIVES AND/OR PROGRAMS NAME OF INITIATIVE OR PROGRAM: ACCESS TO PRIMARY CARE SERVICES GOAL: INCREASE ACCESS TO PRIMARY CARE AT CAMINO HEALTH CENTER. FY10 ACCOMPLISHMENTS: IN FY10, CAMINO HEALTH CENTER SERVED 3,557 UNDUPLICATED PATIENTS FROM THE CITIES OF SAN CLEMENTE, DANA POINT, AND SAN JUAN CAPISTRANO. THE NUMBER OF UNDUPLICATED PATIENTS FROM THESE THREE CITIES REPRESENTS AN 8% INCREASE OVER THE NUMBER OF PATIENTS SERVED IN FY09. IN EARLY 2010 CAMINO BEGAN EVALUATING CERTIFIED ELECTRONIC HEALTH RECORD (EHR) SYSTEMS TO ENHANCE CURRENT INFORMATION TECHNOLOGY SYSTEMS THAT WILL MEET CAMINO'S NEEDS AS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC) AND ALLOW THE CLINIC TO PARTICIPATE IN THE "MEANINGFUL USE" INCENTIVE PROGRAM AVAILABLE THROUGH THE AMERICAN RECOVERY AND REINVESTMENT ACT (ARRA) OF 2009. NAME OF INITIATIVE OR PROGRAM: CHILDHOOD OBESITY GOAL: TO REDUCE THE PREVALENCE OF OBESITY IN UNDERSERVED CHILDREN 3-11 YEARS OLD KEY COMMUNITY PARTNERS: BOYS & GIRLS CLUBS, YMCAS, NUTRITION & PHYSICAL ACTIVITY COUNCIL OF ORANGE COUNTY, LOCAL SCHOOL DISTRICTS, ECOLOGY CENTER, ORANGE COUNTY HEALTH CARE AGENCY, AND WESTERN YOUTH SERVICES FY10 ACCOMPLISHMENTS: IN FY10 THE SOUTH ORANGE COUNTY CHILDHOOD OBESITY TASKFORCE HELPED TO REDUCE BY 6% (ORIGINAL BASELINE 39%) THE NUMBER OF CHILDREN AGES 3-11 WITH BODY MASS INDEX'S GREATER OR EQUAL TO THE 85TH PERCENTILE. 28 NEW SCHOOL-BASED PROGRAMS WERE STARTED. THE HEALTHY 4 LIFE PROGRAM WAS IMPLEMENTED AT 14 SCHOOLS IN THE MISSION HOSPITAL SERVICE AREA TO INCREASE THE LEVEL OF PHYSICAL ACTIVITY OF SCHOOL AGED CHILDREN. A NEW PARTNERSHIP BETWEEN THE ECOLOGY CENTER, THE BOYS & GIRLS CLUB OF SAN JUAN CAPISTRANO AND MISSION HOSPITAL CREATED THE GARDENS FOR LIFE AFTER-SCHOOL PROGRAM TO ENCOURAGE PHYSICAL ACTIVITY THROUGH GARDENING AND NUTRITION EDUCATION. OF THE CHILDREN CONSIDERED OVERWEIGHT WHEN THIS 10-WEEK PROGRAM INITIATED, 50% OF THESE KIDS LOWERED THEIR BMI TO A HEALTHY WEIGHT. COMMUNITY AEROBICS CLASSES CONTINUED TO EXPAND INTO FOUR SOUTH COUNTY CITIES WITH OVER 10,773 ATTENDEES THROUGHOUT THE YEAR. NAME OF INITIATIVE OR PROGRAM: ACCESS TO SERVICES FOR DEPRESSION GOAL: INCREASE THE NUMBER OF PEOPLE WHO ARE CURRENTLY LIVING BELOW 300% OF THE FEDERAL POVERTY LEVEL FROM SOUTH ORANGE COUNTY WHO ENGAGE IN SERVICES FOR DEPRESSION (SERVICES INCLUDE COUNSELING, SUPPORT SERVICES & MEDICATION). KEY COMMUNITY PARTNERS: CALOPTIMA, WESTERN YOUTH SERVICES, CHILDREN'S BUREAU HUMAN OPTIONS, 4 LOCAL FAITH COMMUNITIES, AND 22 PRIVATE MENTAL HEALTH PROVIDERS FY10 ACCOMPLISHMENTS: IN FY10, THE SOUTH ORANGE COUNTY DEPRESSION COALITION SAW 1,396 CLIENTS AT OR BELOW 300% POVERTY LEVEL FOR DEPRESSION SERVICES. THE COALITION HAD A TOTAL OF 118 PROVIDERS DURING FY2010, 50 OF WHICH WERE FLUENT IN ENGLISH AND SPANISH. A PARTNERSHIP WITH CALOPTIMA LED TO THEIR FIRST CME DINNER IN SOUTH ORANGE COUNTY TITLED, "DEPRESSION IN THE PRIMARY PRACTICE SETTING". TO CONTINUE THE WORK AROUND INCREASING EARLY IDENTIFICATION AND TREATMENT OF DEPRESSION, THE COALITION CREATED THE SOUTH ORANGE COUNTY DEPRESSION RESOURCE GUIDE TO HELP PHYSICIANS DIRECT TARGETED PATIENTS TO LOCAL AGENCIES AND FAITH COMMUNITIES THAT OFFERED LOW-COST PROGRAMS. IN ADDITION, MISSION HOSPITAL'S FAMILY RESOURCE CENTERS PLAN TO IMPROVE THEIR CLINICAL OUTCOMES FOR CLIENTS PRESENTING WITH DEPRESSION. IN THE COMING YEAR, THE TEAM WILL FOCUS ON STRATEGIES AROUND ACCESS TO MEDICATION, ENGAGING CLIENTS IN TREATMENT FOR DEPRESSION, AND IDENTIFYING NEW PROCEDURES TO PROVIDE QUICKER ACCESS TO TREATMENT. FOR MORE INFORMATION ON MISSION HOSPITAL: WWW.MISSION4HEALTH.COM FOR MORE INFORMATION ON THE ST. JOSEPH HEALTH SYSTEM GO TO: WWW.STJOE.ORG |
| FORM 990, PART VI, LINE 4 | SIGNIFICANT CHANGES TO THE ORGANIZATIONAL DOCUMENTS | THE ORGANIZATION'S BYLAWS WERE UPDATED TO DEFINE AND CLARIFY BOARD DUTIES AND OFFICER ROLES. THE NUMBER OF BOARD SEATS WAS ALSO INCREASED. IN ADDITION, THE LIST OF RESERVED RIGHTS WAS EXPANDED TO INCLUDE PROCESSES LEADING UP TO ACTION ON RESERVED RIGHTS. |
| FORM 990, PART VI, LINE 6 | DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS | ST. JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF MISSION HOSPITAL. |
| FORM 990, PART VI, LINE 7A | DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | MISSION HOSPITAL HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE MISSION HOSPITAL BOARD. ALL TRUSTEE APPOINTMENTS COME FROM THE MISSION HOSPITAL 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, LINE 7B | DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & 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, LINE 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 OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2011 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. FORM 990, PART VI, LINE 12C PROCESS FOR MONITORING CONFLICTS 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 SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE MISSION HOSPITAL BOARD 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 ITS 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. |
| FORM 990, PART VI, LINES 15A AND 15B | PROCESS USED TO DETERMINE COMPENSATION | THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2010. |
| FORM 990, PART VI, LINE 19 | GOVERNING DOCS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STMTS AVAILABLE | 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 ORGANIZATIONS | PETER BASTONE SERVES AS CEO OF MISSION HOSPITAL REGIONAL MEDICAL CENTER (MHRMC). ALTHOUGH HE IS COMPENSATED BY THE TAX-EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, HE DEVOTES 50 HOURS PER WEEK TO MHRMC AND NO HOURS TO SJHS. WILLIAM MURIN SERVES ON THE BOARD OF MHRMC AND IS AN EMPLOYEE OF SJHS. HE DEVOTES 50 HOURS PER WEEK TO SJHS AND 2 HOURS PER WEEK TO MHRMC. |
| FORM 990, PART XI, LINE 2C | OVERSIGHT OR SELECTION PROCESS | THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVES THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
| SCHEDULE G, PART I, LINE 3 AND PART III, LINE 9B | LICENSE TO OPERATE GAMING ACTIVITY | AS A TAX-EXEMPT HOSPITAL, MISSION HOSPITAL REGIONAL MEDICAL CENTER IS EXEMPT FROM THE CALIFORNIA ATTORNEY GENERAL REGISTRATION AND REPORTING REQUIREMENTS FOR THE RAFFLES. |
| SCHEDULE H, PART IV, COLUMN A | NAME OF ENTITY | 1. MISSION EDUCATION CONFERENCE CENTER, LLC 2. MISSION AMBULATORY SURGICENTER, LTD, DBA MISSION SURGERY CENTER |
| SCHEDULE R, PART V, LINE 2 | METHOD USED TO DETERMINE AMOUNTS | THE AMOUNTS REPORTED ON SCHEDULE R, PART V, LINE 2 ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. |
| SECTION 409A RELIEF UNDER SECTION V.D OF IRS NOTICE 2008-113 | OPERATIONAL DEFECTS | (A) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: NOT APPLICABLE. (B) THE 409A FAILURE OCCURRED WITH RESPECT TO THE ST. JOSEPH HEALTH SYSTEM 457(F) PLAN ("PLAN"). (C) OPERATIONAL DEFECT (1): IN FEBRUARY 2010 IT WAS DISCOVERED THAT THE PLAN FAILED TO COMPLY WITH 409A BECAUSE IT PROVIDED FOR IMPERMISSIBLE ALTERNATIVE PAYMENT SCHEDULES FOR VOLUNTARY AND INVOLUNTARY SEPARATIONS FROM SERVICE AND DID NOT SPECIFY THAT PAYMENT WILL BE MADE ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT. IN ACCORDANCE WITH VI.B, VII.C AND XI.A OF NOTICE 2010-6, THE PLAN WAS AMENDED EFFECTIVE AS OF JANUARY 1, 2009 TO APPLY THE TIMING RULE APPLICABLE TO INVOLUNTARY TERMINATIONS TO VOLUNTARY TERMINATIONS AND TO PROVIDE THAT PAYMENT WILL BE MADE ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT. THIS AMENDMENT WAS SIGNED BY THE EMPLOYER ON OCTOBER 6, 2010. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 60TH DAY FOLLOWING THE PARTICIPANT SEPARATION FROM SERVICE DATE FOR THE FOLLOWING PARTICIPANTS WHO VOLUNTARILY TERMINATED ON OR AFTER JANUARY 1, 2009 AND ON OR BEFORE DECEMBER 31, 2009. THE PLAN COVERS ELIGIBLE EMPLOYEES OF PARTICIPATING CONTROLLED GROUP MEMBERS. MISSION HOSPITAL REGIONAL MEDICAL CENTER PARTICIPATES IN THE PLAN. HOWEVER, NONE OF ITS EMPLOYEES VOLUNTARILY TERMINATED IN 2009 OR 2010. OPERATIONAL DEFECT (2): IN 2010 IT WAS DISCOVERED THAT 3 PARTICIPANTS EMPLOYED BY OTHER PARTICIPATING EMPLOYERS WERE NOT TIMELY PAID THEIR PLAN ACCOUNTS FOLLOWING INVOLUNTARY TERMINATIONS IN 2009, AS REQUIRED BY THE PLAN. USUALLY, SUCH DISTRIBUTIONS ARE MADE WITHIN 30 DAYS FOLLOWING THE INVOLUNTARY TERMINATION DATE. THEREFORE, THE DATE ON WHICH THE FAILURE OCCURRED WAS THE 30TH DAY FOLLOWING THE INVOLUNTARY TERMINATION DATE. THE PLAN'S ADMINISTRATIVE PROCEDURES HAVE BEEN REVIEWED TO ASSURE THAT IN THE FUTURE PLAN BENEFITS ARE PAID PROMPTLY AFTER ALL INVOLUNTARY TERMINATIONS. MISSION HOSPITAL REGIONAL MEDICAL CENTER DID NOT HAVE ANY EMPLOYEES WHO WERE INVOLUNTARILY TERMINATED AND NOT TIMELY PAID THEIR PLAN BENEFIT. (D) THE PLAN QUALIFIED FOR RELIEF UNDER VI.B, VII.C AND XI.A OF IRS NOTICE 2010-6 AND ON OCTOBER 6, 2010, A PLAN AMENDMENT WAS SIGNED. THE AMENDMENT PROVIDES THAT EFFECTIVE AS OF JANUARY 1, 2009, ALL BENEFITS WILL BE PAID IMMEDIATELY UPON AN INVOLUNTARY SEPARATION FROM SERVICE (CURRENTLY THE STATUS QUO) AND ON THE 60TH DAY FOLLOWING VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON COMPETE AGREEMENT. ANY PARTICIPANT WHO VOLUNTARILY SEPARATED FROM SERVICE ON OR AFTER JANUARY 1, 2009 AND ON OR BEFORE DECEMBER 31, 2009 WAS PAID HIS CURRENT PLAN ACCOUNT BALANCE AFTER THE DATE THE AMENDMENT WAS SIGNED, BUT REDUCED FOR ANY INTEREST EARNED IN 2010 (IF ANY). AS ALLOWED BY NOTICE 2010-80, THE EMPLOYER SIGNED AN AMENDMENT ON DECEMBER 20, 2010 TO PROVIDE THAT PAYMENT WILL NO LONGER BE REQUIRED ON THE 60TH DAY FOLLOWING A VOLUNTARY SEPARATION FROM SERVICE, BUT WITHIN 60 DAYS FOLLOWING THE VOLUNTARY SEPARATION FROM SERVICE. HOWEVER, IF THE 60TH DAY FALLS IN THE SUBSEQUENT TAX YEAR, PAYMENT WILL BE MADE IN THE SUBSEQUENT TAX YEAR. THE PLAN'S ADMINISTRATIVE PROCEDURES HAVE BEEN CHANGED TO PAY PLAN ACCOUNTS IMMEDIATELY FOLLOWING A PARTICIPANT'S INVOLUNTARY SEPARATION FROM SERVICE (CURRENTLY THE STATUS QUO) AND WITHIN 60 DAYS FOLLOWING A VOLUNTARY SEPARATION FROM SERVICE PROVIDED THE PARTICIPANT RETURNS BY THIS DEADLINE A SIGNED NON-COMPETE AGREEMENT AND SUBJECT TO THE REQUIREMENT THAT IF THE 60TH DAY FALLS IN THE SUBSEQUENT TAX YEAR THEN PAYMENT WILL BE MADE IN THE SUBSEQUENT TAX YEAR. (E) THESE OPERATIONAL FAILURES ARE ELIGIBLE FOR THE CORRECTION UNDER THE TERMS OF IRS NOTICE 2008-113 AND THE EMPLOYER HAS TAKEN ALL ACTIONS REQUIRED, AND OTHERWISE MET ALL REQUIREMENTS, FOR SUCH CORRECTION. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| ST JOSEPH HEALTH SYSTEM | ||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 92868 | 953589356 | HEALTHCARE | CA | 501(C)(3) | 11, I | N/A | |
| 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 | |
| ST JUDE MEDICAL CENTER | ||||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | 951643325 | 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 MARY MEDICAL CENTER | ||||||||||
| 18300 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | 951914489 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
| COVENANT HEALTH SYSTEM | ||||||||||
| 3615 19TH STREET | LUBBOCK | TX | 79410 | 752765566 | HEALTHCARE | TX | 501(C)(3) | 3 | SJHS | |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | ||||||||||
| 500 S MAIN STREET SUITE 1000 | ORANGE | CA | 92868 | 330143024 | HEALTHCARE | CA | 501(C)(3) | 7 | SJHS | |
| 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 SUITE 400 | ORANGE | CA | 92868 | 271666576 | RELIGIOUS ORG | CA | 501(C)(3) | 1 | N/A | |
| CAMINO HEALTH CENTER | ||||||||||
| 30300 CAMINO CAPISTRANO | SAN JUAN CAPISTRANO | CA | 92675 | 330574214 | HEALTHCARE | CA | 501(C)(3) | 7 | N/A | |
| MISSION HOSPITAL REGIONAL MED CTR FOUND | ||||||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | 330406118 | FOUNDATION | CA | 501(C)(3) | 7 | 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 FDN | ||||||||||
| 279 E IMPERIAL HIWY 750 | FULLERTON | CA | 92635 | 330185031 | HEALTHCARE | CA | 501(C)(3) | 3 | SJHS | |
| AUXILIARY OF MISSION HOSP LAGUNA BEACH | ||||||||||
| 31872 COAST HWY | LAGUNA BEACH | CA | 92651 | 956050019 | SUPPORT | CA | 501(C)(3) | 11, III-O | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 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 | 928684507 | 330155323 | HEALTHCARE SVCS | CA | SJHS | C-CORP | 0 | 0 | 0.00000 | ||||
| ST JOSEPH DIVERSIFIED VENTURES INC | |||||||||||||||
| 500 S MAIN STREET SUITE 700 | ORANGE | CA | 928684507 | 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 | ||||||
| MISSION VIEJO MEDICAL VENTURES INC | |||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330212905 | HEALTHCARE SVCS | CA | NA | C-CORP | 39333 | 338452 | 1.00000 | ||||
| MISSION MEDICAL CENTER ASSOCIATION | |||||||||||||||
| 27800 MEDICAL CENTER RD 354 | MISSION VIEJO | CA | 92691 | 330201044 | PROP MGMT | CA | NA | C-CORP | 0 | 0 | 1.00000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | 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 (20 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| B | 5410300 |
| ST JOSEPH HEALTH SYSTEM FOUNDATION | |
| C | 1794910 |
| AUXILIARY OF MISSION HOSP LAGUNA BEACH | |
| C | 56948 |
| QUEEN OF THE VALLEY MEDICAL CENTER | |
| 0 | |
| SANTA ROSA MEMORIAL HOSPITAL | |
| 0 | |
| CAMINO HEALTH CENTER | |
| 0 | |
| ST JOSEPH HOSPITAL OF EUREKA | |
| 0 | |
| REDWOOD MEMORIAL HOSPITAL | |
| 0 | |
| ST JUDE MEDICAL CENTER | |
| 0 | |
| ST JOSEPH HOSPITAL OF ORANGE | |
| 0 | |
| ST MARY MEDICAL CENTER | |
| 0 | |
| COVENANT HEALTH SYSTEM | |
| 0 | |
| ST JOSEPH HOME CARE NETWORK | |
| 0 | |
| ST JOSEPH HERITAGE HEALTHCARE FDN | |
| 0 | |
| ST JOSEPH PROF SVCS ENTERPRISES INC | |
| 0 | |
| ST JOSEPH DIVERSIFIED VENTURES INC | |
| 0 | |
| AMERICAN UNITY GROUP LTD | |
| 0 | |
| MISSION VIEJO MEDICAL VENTURES INC | |
| 0 | |
| MISSION MEDICAL CENTER ASSOCIATION | |
| 0 | |
| MISSION HOSPITAL REGIONAL MED CTR FDN | |
| 0 | |
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