2011-11-15T17:16:18-06:00 2010-12-31 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 19600 FAIRCHILD STE 320 IRVINE CA 92612 990 2010-01-01 953493611 CITRUS VALLEY HOSPICE INC CITR 6268592266 140 W COLLEGE ST PO BOX 6108 COVINA CA 917225108 ROBERT H CURRY 6269387577 2011-11-11 1 EDWARD E BENOE 9498332815 2010 2016-03-07 17:11:31Z ROBERT H CURRY 140 W COLLEGE ST PO BOX 6108 COVINA CA 917225108 11864507 0 X CVHP.ORG X 1979 CA SERVICES PROVIDED TO TERMINALLY ILL PATIENTS AND HOME HEALTH CARE NURSING SERVICES. 20 15 125 138 0 0 0 0 9853189 10386758 133803 29128 0 0 9986992 10415886 0 0 0 0 6810296 6985119 0 0 0 3014356 3408547 9824652 10393666 162340 22220 9035449 9500912 1084375 826644 7951074 8674268 OUR MISSION IS TO HELP PEOPLE KEEP WELL IN BODY, MIND AND SPIRIT BY PROVIDING QUALITY HEALTH CARE SERVICES IN A COMPASSIONATE ENVIRONMENT. 0 0 8902685 10386758 HOME HEALTH CARE - A TOTAL OF 16,826 TOTAL HOME VISITS DURING THE YEAR. HOSPICE CARE - A PROGRAM TO PROVIDE HOSPICE CARE AND IN HOUSE SERVICES TO TERMINALLY ILL PATIENTS IN THE COMMUNITY, REGARDLESS OF A PATIENT'S ABILITY TO PAY. 8902685 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 125 1 0 0 0 0 0 0 0 0 0 0 0 X 20 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ROBERT H CURRY 6269387577 140 W COLLEGE ST PO BOX 6108 COVINA CA 917225108 ROBERT H CURRY 2.00 X X 0 723028 21632 BERNARD BOLLINGER JR 3.00 X 0 0 0 HAROLD BORAK SR 3.00 X 0 0 0 JACQUELINE BRACY MD 3.00 X 0 0 0 CLIFFORD CHRIST 3.00 X 0 0 0 PATRICIA GOMER 3.00 X 0 0 0 PATSY GORRELL 3.00 X 0 0 0 J PAUL HOLLAND MD 3.00 X 0 0 0 MARY KIRCHEN IHM 3.00 X 0 0 0 ARTHUR LUDWICK 3.00 X 0 0 0 GARY MATHEWSON 3.00 X 0 0 0 TERI MEISTER ESQ 3.00 X 0 0 0 BILL W TANG MD 3.00 X 0 24800 0 EDWARD M TRONAAS EDD 3.00 X 0 0 0 EARL WASHINGTON 3.00 X 0 0 0 OJ RODRIGUEZ 3.00 X 0 0 0 CARL WILLIAMS CHE 3.00 X 0 0 0 JOHN DI MARE JR MD 3.00 X 0 170347 0 KHAN HAMEED MD 3.00 X 0 37117 0 WILLIAM HANES MD 3.00 X 0 163800 0 ALICE WATKINS PHD 3.00 X 0 0 0 ELVIA FOULKE 5.00 X 0 534785 13499 LOIS CONYERS 2.00 X 0 474331 15608 PAMELA PORRECA 40.00 X 0 116437 6662 JULIE TOLBY 36.00 X 0 110088 5845 STACY E BERNARD 40.00 X 0 103778 11326 ANGELA CHIU 40.00 X 0 108988 835 LORI ESQUIVEL 40.00 X 0 109681 229 0 2677180 75636 8 0 1 0 0 PATIENT REV/MEDICARE/M 621610 10380743 10380743 OTHER OPERATING REVENU 621610 6015 6015 10386758 19400 19400 1458349 1448621 9728 9728 9728 10415886 10386758 0 29128 130266 120978 9288 5161118 4283728 877390 20434 16960 3474 1234406 1024557 209849 438895 364283 74612 19200 17070 2130 5486 5486 164114 145907 18207 667592 622001 45591 163036 145913 17123 247351 205301 42050 1728 1728 PURCHASED SERVICES 1423699 1329739 93960 EQUIPMENT RENTAL AND MA 285306 236804 48502 CONTRACT LABOR 112647 112647 OTHER EXPENSES 111322 87026 24296 UTILITIES 100436 83362 17074 106630 104681 1949 10393666 8902685 1490981 0 1490625 1516118 156255 15128 5071494 4279684 939468 791810 872106 948593 5576995 6229263 9035449 9500912 1084375 826644 1084375 826644 X 3241570 3965291 2957 1880 4706547 4707097 7951074 8674268 9035449 9500912 X 22220 700974 X X 0 1 1 X 0 X 4191 1077 5268 9293302 9220575 9514245 9848998 10385681 48262801 9293302 9220575 9514245 9853189 10386758 48268069 0 0 0 48268069 7904 45916 20182 175261 67029 316292 7904 45916 20182 175261 67029 316292 9301206 9266491 9534427 10028450 10453787 48584361 0.99350 0.99470 0.00650 0.00530 X 3515658 3011583 504075 1555836 1268101 287735 791810 UNRESTRICTED INVESTMENTS 948593 F 948593 BENEFICIAL INTEREST IN CVHF 6229263 6229263 10415886 10393666 22220 47629 653345 700974 723194 11111000 47629 653344 700973 10410027 5859 5859 10415886 10388000 0 10388000 5666 5666 10393666 PART XI, LINE 8 - OTHER ADJUSTMENTS: DECREASE IN BENEFICIAL INTEREST CVHF 651,716. ROUNDING DIFFERENCE 1. INCREASE IN BENEFICIAL INTEREST IN CVHF ENDOWMENT FUND 551. TRANSFER FROM CITRUS VALLEY HEALTH FOUNDATION 1,077. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 652,267. TRANSFER FROM CVHF 1,077. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 5,486. ROUNDING DIFFERENCE 373. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 5,486. ROUNDING DIFFERENCE 180. 0 0 0 0 0 0 0 0 0 ROBERT H CURRY 0 523054 0 103652 0 96322 0 2348 0 19284 0 744660 0 0 JOHN DI MARE JR MD 0 170347 0 0 0 0 0 0 0 0 0 170347 0 0 WILLIAM HANES MD 0 0 0 0 0 163800 0 0 0 0 0 163800 0 0 ELVIA FOULKE 0 382435 0 76617 0 75733 0 0 0 13499 0 548284 0 0 LOIS CONYERS 0 341648 0 69291 0 63392 0 2109 0 13499 0 489939 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART I, QUESTION 3 - ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR - CVHP USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. PLEASE SEE ADDITIONAL EXPLANATION AT SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS ORGANIZATION IS CITRUS VALLEY HEALTH PARTNERS, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THIS ORGANIZATION IS CITRUS VALLEY HEALTH PARTNERS, INC. THE MEMBER THROUGH THE BOARD OF DIRECTORS HAS THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE ORGANIZATION'S SOLE MEMBER, CITRUS VALLEY HEALTH PARTNERS. FORM 990, PART VI, SECTION B, LINE 11 STAFF ACCOUNTANTS, ACCOUNTING MANAGER AND DIRECTOR OF CORPORATE FINANCE REVIEW FORM 990 FOR ACCURACY AND COMPLETENESS UPON RECEIVING IT FROM THE CPA TAX PREPARER. FORM 990 IS FORWARDED TO ROBERT CURRY, CEO, FOR THE FINAL REVIEW. TAX PREPARER PRESENTS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE FOR APPROVAL. BOARD DELEGATED REVIEW AND APPROVAL TO THE AUDIT AND COMPLIANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, KEY EMPLOYEES, AND MANAGEMENT ARE COVERED BY THE CONFLICT OF INTEREST POLICY. DETERMINATIONS OF CONFLICT AND REVIEW OF CONFLICT ARE PERFORMED AT THESE VARIOUS LEVELS OF THE ORGANIZATION. APPROPRIATE ACTION DEPENDING ON THE CONFLICT IS TAKEN BY MANAGEMENT, KEY EMPLOYEES, AND THE BOARD. DISCLOSURE FORMS ARE REQUIRED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS, KEY EMPLOYEES, AND MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 CVHP UTILIZES THE FOLLOWING TO ESTABLISH REASONABLE COMPENSATION: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; WRITTEN EMPLOYMENT CONTRACT; COMPENSATION SURVEY/STUDIES; APPROVAL BY BOARD OR COMPENSATION COMMITTEE, WHICH APPROVAL IS DOCUMENTED IN CONTEMPORANEOUS WRITTEN MINUTES. EXECUTIVE PAY AT CITRUS VALLEY HEALTH PARTNERS FOLLOWS MARKET-BASED PAY PRACTICES FOR HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND TYPE IN THE SOUTHERN CALIFORNIA AREA. SALARIES FOR EXECUTIVES WORKING AT CVHP FACILITIES FALL WITHIN THE MIDDLE OF THE MARKET, JUST AS THEY DO FOR ALL EMPLOYEES OF OUR ORGANIZATION. EVERY POSITION IN THE ORGANIZATION HAS A SALARY RANGE ATTACHED TO IT THAT REPRESENTS WHAT OTHERS DOING A SIMILAR JOB IN OTHER ORGANIZATIONS ARE LIKELY TO BE PAID. THE LONG-STANDING PAY PHILOSOPHY FOR CVHP HAS BEEN TO POSITION OUR SALARY RANGES IN THE MIDDLE OF OUR LOCAL LABOR MARKET. WE DON'T WANT TO LAG THE LOCAL MARKET, NOR DO WE WANT TO LEAD THE MARKET, SINCE THAT IS NOT A STRATEGY WE CAN AFFORD TO SUSTAIN OVER TIME. WE RELY ON MARKET STUDIES TO DETERMINE WHERE OUR PAY PRACTICES ARE RELATIVE TO OTHER HOSPITALS IN SOUTHERN CALIFORNIA. FOR EXECUTIVE PAY, WE USE THE NATIONALLY-RECOGNIZED AND RESPECTED FIRM, HAYGROUP, TO ANALYZE OUR EXECUTIVE PAY PROGRAM AND DETERMINE WHERE IT FALLS IN OUR MARKET. THIS STUDY IS PERFORMED EVERY OTHER YEAR. THE MOST RECENT EXECUTIVE COMPENSATION DATA IS DATED OCTOBER 2010. AS PART OF THEIR EXECUTIVE COMPENSATION REVIEW, HAYGROUP ALSO ISSUES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE PAY PROGRAM FOR A NOT-FOR-PROFIT ORGANIZATION LIKE OURS THAT IS SUBJECT TO THE REQUIREMENTS OF SECTION 4958 OF THE INTERNAL REVENUE CODE AND UNITED STATES TREASURY DEPARTMENT REGULATIONS. IN THEIR FEBRUARY 8, 2011, OPINION LETTER, HAYGROUP WROTE, WE BELIEVE WE HAVE COMPARED THE EXECUTIVE COMPENSATION TO COMPENSATION AND BENEFITS PAID TO EXECUTIVES OF ORGANIZATIONS WITH LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES, AND AS RESULT, WE BELIEVE THAT COMPENSATION AND BENEFITS PAID TO THE EXECUTIVES ARE REASONABLE WITHIN THE MEANING OF SECTION 53.4958-4(B)(1)(II)(A) OF THE TREASURY REGULATIONS. THE EXECUTIVE POSITIONS THAT ARE INCLUDED IN THE BIENNIAL EXECUTIVE COMPENSATION REVIEW INCLUDE THE PRESIDENT/CEO, EXECUTIVE VICE PRESIDENT/COO, SENIOR VICE PRESIDENT/CFO, SENIOR VICE PRESIDENT/HUMAN RESOURCES, SENIOR VICE PRESIDENT/CIO, CITRUS VALLEY MEDICAL CENTER CHIEF MEDICAL OFFICER AND VICE PRESIDENT MEDICAL AFFAIRS, CEO/CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL ADMINISTRATOR/CNE, VICE PRESIDENT/CNE AT CITRUS VALLEY MEDICAL CENTER AND VICE PRESIDENT OF PUBLIC RELATIONS AND COMMUNICATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AN AUDIT REPORT IS AVAILABLE AS REQUIRED. NO OTHER DOCUMENTS ARE AVAILABLE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 47,629. DECREASE IN BENEFICIAL INTEREST CVHF 651,716. ROUNDING DIFFERENCE 1. INCREASE IN BENEFICIAL INTEREST IN CVHF ENDOWMENT FUND 551. TRANSFER FROM CITRUS VALLEY HEALTH FOUNDATION 1,077. TOTAL TO FORM 990, PART XI, LINE 5: 700,974. AUDITED FINANCIAL STATEMENTS FORM 990, PART XII, LINES 2B AND 2C: THE FINANCIAL STATEMENTS OF CITRUS VALLEY HEALTH PARTNERS, INC. AND ITS AFFILIATES, CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL, AND CITRUS VALLEY HEALTH FOUNDATION, INC., WERE AUDITED ON A CONSOLIDATED BASIS. AUDIT AND COMPLIANCE COMMITTEE FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT AND COMPLIANCE COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN 2010. REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, LINE 1A AND SCHEDULE J THE OFFICERS REPORTED ON PART VII OF FORM 990 AND SCHEDULE J ARE COMPENSATED BY AN AFFILIATED ENTITY, CITRUS VALLEY HEALTH PARTNERS (CVHP). THE COMPENSATION AMOUNTS REPORTED IN PART VII OF FORM 990 AND SCHEDULE J REPRESENT 100% OF THE COMPENSATION PAID BY CVHP TO THE OFFICERS. THE OFFICERS ALSO SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, INC., FOOTHILL PRESBYTERIAN HOSPITAL AND CITRUS VALLEY HEALTH FOUNDATION, INC., ALL AFFILIATES OF THE TAXPAYER. IN ACCORDANCE WITH OUR UNDERSTANDING OF THE FORM 990 INSTRUCTIONS, SIMILAR PART VII AND SCHEDULE J DISCLOSURES ARE MADE IN EACH OF THE AFOREMENTIONED AFFILIATES 990 RETURNS. FILING OF FORM 1098C 990 PART V LINE 7H THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF AUTOMOBILES, BOATS, AIRPLANES OR OTHER VEHICLES. CONSEQUENTLY NO FORMS 1098C WERE FILED. REPORTABLE HOURS FOR RELATED ORGANIZATIONS PART VII, SECTION A THE OFFICERS SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY HEALTH PARTNERS (CVHP), CITRUS VALLEY MEDICAL CENTER, INC. (CVMC), CITRUS VALLEY HOSPICE (CVH), INC., FOOTHILL PRESBYTERIAN HOSPITAL (FPH) AND CITRUS VALLEY HEALTH FOUNDATION, INC. (CVHF), ALL AFFILIATES OF THE TAXPAYER. THE NUMBER OF HOURS DEVOTED BY THE CORPORATE OFFICERS TO THE AFFILIATES ARE AS FOLLOWS. ELVIA FOULKE DEVOTED 5, 20, 1, AND 9 HOURS TO FPH, CVMC, CVHF, AND CVHP, RESPECTIVELY. LOIS CONYERS DEVOTED 4, 14, 2, AND 18 HOURS TO FPH, CVMC, CVHF, AND CVHP, RESPECTIVELY. ROBERT CURRY DEVOTED 4, 14, 2, AND 18 HOURS TO FPH, CVMC, CVHF, AND CVHP, RESPECTIVELY. CITRUS VALLEY HEALTH PARTNERS INC 140 W COLLEGE STREET PO BOX 6108 COVINA CA 91722 953885523 EXEMPT ORGANIZATION SUPPORT & MANAGEMENT CA 501(C)(3) 11 TYPE II N/A 0 CITRUS VALLEY MEDICAL CENTER INC 140 W COLLEGE STREET PO BOX 6108 COVINA CA 91722 956006469 ACUTE CARE HOSPITAL CA 501(C)(3) 3 N/A 0 CITRUS VALLEY HEALTH FOUNDATION INC 140 W COLLEGE STREET PO BOX 6108 COVINA CA 91722 952534063 EXEMPT ORGANIZATION SUPPORT CA 501(C)(3) 11 TYPE I N/A 0 FOOTHILL PRESBYTERIAN HOSPITAL INC 140 W COLLEGE STREET PO BOX 6108 COVINA CA 91722 952413054 ACUTE CARE HOSPITAL CA 501(C)(3) 3 N/A 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 1 CITRUS VALLEY MEDICAL CENTER N 123946 FAIR MARKET VALUE FOOTHILL PRESBYTERIAN HOSPITAL N 9112 FAIR MARKET VALUE CITRUS VALLEY HEALTH FOUNDATION R 1077 FAIR MARKET VALUE REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FORM 990, SCHEDULE R, PART V, NUMBER 2, CODE N: THE SALARIES REPORTED ON FORM 990 ARE PROCESSED THROUGH CITRUS VALLEY HEATLH PARTNERS. CITRUS VALLEY HEALTH PARTNERS ACTS AS A COMMON PAYMASTER FOR AFFILIATED ENTITIES, CITRUS VALLEY MEDICAL CENTER, CITRUS VALLEY HEALTH FOUNDATION AND CITRUS VALLEY HOSPICE. CITRUS VALLEY HEALTH PARTNERS FILED ONE FORM W-3 WHICH SHOWS A COMBINED NUMBER OF 3,274 EMPLOYEES. THE NUMBER OF EMPLOYEES FOR EACH ENTITY IS REPORTED SEPARATELY ON ITS OWN FORM 990 PART I LINE 5. CITRUS VALLEY MEDICAL CENTER'S FORM 990 REPORTED A TOTAL OF 2,798 EMPLOYEES, CITRUS VALLEY HOSPICE'S FORM 990 REPORTED 125 EMPLOYEES, CITRUS VALLEY HEALTH FOUNDATION'S FORM 990 REPORTED 8 EMPLOYEES AND CITRUS VALLEY HEALTH PARTNER'S FORM 990 REPORTED 343 EMPLOYEES.