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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. 11230000 11230000 11291138 752743 10538395 6344122 2187983 4156139 12492385 5056050 7436335 22515722 0 22515722 55876591 INTERCO BONDS AFFILIATES 1131722804 INTERCO NON-BOND AFFILIATES 71704454 OTHER ASSETS 2495316 1205922574 0 SWAP VALUATION 65194273 RETIREE PLANS 22806695 88000968 Central America and the Caribbean 1 1 Program Services CAPTIVE INSURANCE 16346251 Central America and the Caribbean 0 0 Investments 0 Europe (Including Iceland and Greenland) 0 24 Program Services LEPUY PILGIMAGE 293000 1 25 16639251 true ST JOSEPH HOSPITAL OF EUREKA 2700 DOLBEER ST EUREKA CA 95501 951156596 501(C)(3) 3705749 PROGRAM SUPPORT MERCY HOUSING 1999 BROADWAY STE 1000 DENVER CO 80202 470646706 501(C)(3) 75000 PROGRAM SUPPORT VOLUNTEER CENTER ORANGE COUNTY 1901 E 4th ST STE 100 SANTA ANA CA 92705 952021700 501(C)(3) 75000 PROGRAM SUPPORT AMERICAN HEART ASSOCIATION 1710 GILBREATH RD BURLINGAME CA 94010 135613797 501(C)(3) 25000 PROGRAM SUPPORT CALIFORNIA INSTITUTE FOR NURSING 715 HEARST ST STE 203 BERKELEY CA 94710 820570413 501(C)(3) 25000 PROGRAM SUPPORT DOCTORS WITHOUT BORDERS 333 7TH AVE 2ND FL NEW YORK NY 10001 133433452 501(C)(3) 25000 PROGRAM SUPPORT CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 135563422 501(C)(3) 22321 PROGRAM SUPPORT TALLER SAN JOSE 801 N BROADWAY SANTA ANA CA 92701 593816355 501(C)(3) 19500 PROGRAM SUPPORT LEADERSHIP CONFERENCE ON WOMEN RELIGIOUS 8808 CAMERON ST SILVER SPRING MD 20910 436033728 501(C)(3) 10000 PROGRAM SUPPORT SHARE OUR SELVES 1550 SUPERIOR AVE COSTA MESA CA 92627 953222316 501(C)(3) 10000 PROGRAM SUPPORT SISTERS OF ST JOSEPH OF ORANGE 440 S BATAVIA ORANGE CA 92868 951643383 501(C)(3) 9000 PROGRAM SUPPORT BETHANY 480 S BATAVIA ORANGE CA 92868 951643383 501(C)(3) 8000 PROGRAM SUPPORT 11 0 Description of Organization's Procedures for Monitoring the Use of Grants Form 990, Schedule I DONATIONS TO OTHER ORGANIZATIONS ARE APPROVED BY MANAGEMENT TO ENSURE THEY SUPPORT THE MISSION OF THE ST. JOSEPH HEALTH SYSTEM. NO FOLLOW UP MONITORING IS CONDUCTED. THE DONATION TO ST. JOSEPH HOSPITAL OF EUREKA WAS GIVEN TO MATCH THEIR CAPITAL CAMPAIGN AND WAS APPROVED BY THE SJHS BOARD. 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JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL FOR CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTER'S FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING TRUSTEES AND OFFICERS RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. DARRIN MONTALVO - $6,801 BILL NOCE - $7,405 THE HEALTH SYSTEM GROSSES UP PAYMENTS FOR LIMITED APPROVED EXPENDITURES - COMPANION TRAVEL WITH NO BONA FIDE BUSINESS EXPENSE, SIGN-ON BONUSES. THE HEALTH SYSTEM ALLOWS FOR PAYMENT OF HEALTH AND SOCIAL CLUBS USED FOR BUSINESS ACTIVITY. SUCH EXPENDITURES ARE NOT CONSIDERED TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FOR EITHER PART OF ALL OF THE YEAR: MELINDA CLARK - $577,579 ROBERT FRASCHETTI - $145,346 GARRETT KOP - $125,708 ADRIANNA LYNCH - $90,752 GEORGE PEREZ - $428,115 SCHEDULE J, PART I, LINE 4B EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 21, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PREMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: 1) CR BURKE - 50,113 2) JASON BARKER - $8,011 3) CAROL AARON - $92,118 4) JIM MCMANUS - $42,666 ST. JOSEPH HEALTH SYSTEM EXECUTED A MARKET-COMPETITIVE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENT WITH DEBORAH PROCTOR, CHIEF EXECUTIVE OFFICER. OTHER DEFERRED COMPENSATION INCLUDES $1,471,655 OF RETROACTIVE VESTING TO HER NOVEMBER 2004 DATE OF HIRE PER THE AGREEMENT. SCHEDULE J, PART I, LINE 7 A PORTION OF THE EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED 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. California Health Facilities Finanacing Auth 2009 521643828 13033LCN5 2009-08-27 426930280 SEE SCHEDULE O false false California Statewide Communities Dev Auth 2007 680164610 130795CX3 2007-04-18 494550000 SEE SCHEDULE O false false Lubbock Health Facilities Development Corp 2008A 521313557 549208DX1 2008-05-15 51500000 SEE SCHEDULE O false false Lubbock Health Facilities Development Corp 2008B 521313557 549208DY9 2008-06-19 136185000 SEE SCHEDULE O false false 426930280 4480280 180000000 2009 true false true true 503314075 10891936 417563109 2008 true false true true 51500000 0 true false true true 136185000 1637850 true false true true false true true true true 0.00940 0.00090 0.01030 true false true true true true 0.01530 0.00170 0.01700 true false true false false false false false false false false false true false false false false false false false true true MORGAN STANLEY SVCS 25. false false false LARRY STOFKO RELOCATION X 50000 50000 false true true KEVIN KLOCKENGA RELOCATION X 100000 100000 false true true 150000 Organization's Mission PART I, LINE 1 & PART III, LINE 1 AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), THE SJHS-SYSTEM OFFICE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE. PROGRAM SERVICE ACCOMPLISHMENTS Part III, Line 4a GROUNDED IN OUR COMMITMENT TO COMMUNITY "BOLD FAITH, FORSIGHT AND FLEXIBILITY" SJHS- SYSTEM OFFICE 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 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. GIVING BACK TO THE COMMUNITY PERMEATES EVERY ASPECT OF THE SJHS MISSION. IT IS ROOTED IN THE SYSTEM'S CORE VALUES OF DIGNITY, EXCELLENCE, SERVICE AND JUSTICE AND REACHES BACK TO THE FOUNDING VISION OF THE SISTERS OF ST. JOSEPH OF ORANGE. AS A NON PROFIT CATHOLIC HEALTH CARE SYSTEM, SJHS HAS ALWAYS DEVOTED A PERCENTAGE OF EACH YEAR'S NET INCOME TO COMMUNITY BENEFIT SERVICES AND CARE FOR THE POOR. SJHS HAS EXPANDED THESE BENEFITS BY ALSO DEVELOPING SPECIAL SERVICES TO RESPOND TO THE UNDERSERVED, INCLUDING ESTABLISHING CLINICS IN LOW-INCOME AREAS, SYSTEM-WIDE ADVOCACY EFFORTS, AND SOCIALLY RESPONSIBLE INVESTING. IN PARTNERSHIP WITH LOCAL MINISTRIES, THE ST. JOSEPH HEALTH SYSTEM-SYSTEM OFFICE PROVIDES LEADERSHIP TO THE SYSTEM AND PROVIDES SUPPORT, SERVICES AND RESOURCES TO EACH MINISTRY. LOCATED IN ORANGE, THE SYSTEM OFFICE HELPS EACH MINISTRY CARRY OUT THE MISSION AND ACHIEVE ITS GOALS. THE ST. JOSEPH HEALTH SYSTEM IS ORGANIZED INTO THREE REGIONS--NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO - AND CONSISTS OF THE FOLLOWING MINISTRIES: 14 ACUTE CARE HOSPITALS, AS WELL AS HOME HEALTH AGENCIES, HOSPICE CARE, OUT-PATIENT SERVICES, SKILLED NURSING FACILITIES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. WE ARE COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: 1) SACRED ENCOUNTERS, 2) PERFECT CARE AND 3) HEALTHIEST COMMUNTIES. MAKING EVERY ENCOUNTER WITH OUR COMMUNITY A SACRED ENCOUNTER -EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION OF ST. JOSEPH HEALTH SYSTEM. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS, THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. PROVIDING OUR PATIENTS IN THE COMMUNITY WITH PERFECT CARE -ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. OVER 350 YEARS AGO, THE FOUNDER OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH CRAFTED A MESSAGE IN A PROPHETIC LETTER TO SPUR THE GROWTH OF A "LITTLE DESIGN." IT WAS TO BE A NEW FORM OF ASSOCIATION OF WOMEN, WHOSE MEMBERS WOULD CONSECRATE THEIR LIVES TO GOD, LIVE TOGETHER IN SMALL GROUPS, AND COMBINE A LIFE OF PRAYER WITH AN ACTIVE MINISTRY TO THE SICK AND THE POOR. TODAY, CARRYING ON FATHER MEDAILLE'S INSPIRATION, WE ARE CULTIVATING THE SEEDS OF A BOLD CONCEPT IN HEALTHCARE...PERFECT CARE. HIS WORDS ARE AS RELEVANT TO US TODAY AS THEY WERE FOR THE SISTERS IN 1650. "GIVE YOUR FULL ATTENTION TO THE ACTIONS YOU PERFORM, REMOVE FROM THEM THE SLIGHTEST IMPERFECTIONS, AND TRY TO OBSERVE ALL CONDITIONS NECESSARY TO MAKE THEM PERFECT. ONE ACTION DONE WELL IS WORTH A HALF DOZEN DONE HALF-HEARTEDLY." JEAN PIERRE MEDAILLE, SJ-MAXIM 14:4 MAKING THE COMMUNITY WE SERVE AMONG THE HEALTHIEST COMMUNITIES IN THE U.S. -HEALTHIEST COMMUNITIES THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WHAT ARE THE STEPS WE ARE TAKING TO REACH THIS GOAL? WE COLLECT AND ANALYZE DATA ON VARIOUS DEMOGRAPHIC, SOCIOECONOMIC, MORBIDITY AND HEALTH RELATED BEHAVIORS IN THE COMMUNITIES WE SERVE. BY COLLECTING COMMUNITY HEALTH DATA, WE ARE ABLE TO SHARE OUR FINDINGS WITH OTHER COMMUNITY ORGANIZATIONS AND DEVELOP EVIDENCE-BASED INITIATIVES AND PROGRAMS IN THE COMMUNITIES WE SERVE. PROGRAM SERVICE ACCOMPLISHMENTS INITIATIVE: HEALTHY FOR LIFE- REDUCING CHILDHOOD OBESITY SJHS CONTINUED TO EXPAND OUR HEALTHY FOR LIFE CAMPAIGN, A COMPREHENSIVE SOCIAL AND HEALTHCARE OUTREACH CAMPAIGN DESIGNED TO FIGHT THE CHILDHOOD OBESITY EPIDEMIC THAT PLAGUES AN ESTIMATED NINE MILLION AMERICAN CHILDREN. HEALTHY FOR LIFE INCLUDES A SCHOOL-BASED PREVENTION/INTERVENTION PHYSICAL EDUCATION PROGRAM AS WELL AS A NUTRITION AND LIFESTYLE COMPONENT. WITH AN EMPHASIS ON REACHING AT-RISK YOUTH AND THEIR COMMUNITIES, THE PROGRAM'S GOAL IS TO PROVIDE PARENTS AND CHILDREN WITH THE TOOLS AND KNOWLEDGE TO HELP THEM CHOOSE A HEALTHIER LIFESTYLE. IN FISCAL YEAR 2010, MORE THAN 100 SCHOOLS AND 2,160 STUDENTS WERE ABLE TO PARTICIPATE IN HEALTHY FOR LIFE, A FREE CURRICULUM BASED PROGRAM LED BY A PHYSICAL EDUCATION TEACHER AT THE MIDDLE AND HIGH SCHOOL LEVEL AND THE CLASS TEACHER AT THE PRESCHOOL AND ELEMENTARY SCHOOL LEVEL. THE PROGRAM INCLUDES INCREASED PHYSICAL ACTIVITY INTENSITY LESSONS, STRENGTH/WEIGHT TRAINING SESSIONS, KICKBOXING CLASSES AT THE ELEMENTARY, MIDDLE AND HIGH SCHOOL LEVEL AND HEALTHY NUTRITION EDUCATION INFORMATION. SINCE LAUNCHING THE HEALTHY FOR LIFE CAMPAIGN, APPROXIMATELY 39% OF PARTICIPANTS WERE ASSESSED AS OVERWEIGHT OR OBESE. BY THE END OF THE 2010 SCHOOL YEAR, 9.75% OF THOSE STUDENTS IMPROVED THEIR WEIGHT STATUS. THE PROPORTION OF STUDENTS AT THE 90TH PERCENTILE FOR WAIST CIRCUMFERENCE DECREASED FROM 18% AT BASELINE TO 14% AT YEAR-END. THE PROPORTION OF STUDENTS WITH LOW SELF-ESTEEM DECREASED FROM 8% TO 7% DURING THE SAME PERIOD. BY YEAR END, 88% OF STUDENTS REPORTED EXERCISING AT LEAST THREE TO SIX TIMES A WEEK AND 82% OF STUDENTS STATED THAT THEY EAT VEGETABLES THREE TO SIX TIMES A WEEK AS WELL AS DECREASED THEIR JUNK FOOD INTAKE. SYSTEM OFFICE EXPENSES: $147,257 (COMMUNITY BENEFIT DOLLARS) INITIATIVE: COMMUNITY INVESTMENT FUND DEDICATED TO SUPPORTING LOW-INCOME ORGANIZATIONS TO REACH THEIR GOALS THROUGH LOW-INTEREST LOANS GOAL: THE COMMUNITY INVESTMENT FUND SUPPORTS PROJECTS AND INITIATIVES THAT PROMOTE LOW-INCOME HOUSING, SPECIAL EDUCATION PROGRAMS AND PROGRAMS THAT SUPPORT ACCESS TO HEALTH CARE THAT CANNOT FIND ADEQUATE TRADITIONAL LOAN FUNDS. FY10 ACCOMPLISHMENTS: THERE WERE A TOTAL OF 19 LOW-INCOME ACTIVE INVESTMENTS IN FY10 MANAGED BY THE SJHS TREASURY DEPARTMENT. INVESTMENTS RANGED FROM ZERO TO MEDIUM RISK LEVEL AND INCLUDED INVESTMENT LOANS, LINES OF CREDIT AND CD COLLATERAL. THE PARTICIPATING ORGANIZATIONS INCLUDE BUT ARE NOT LIMITED TO JAMBOREE HOUSING DEVELOPMENT, MERCY HOUSING FUND, TALLER SAN JOSE, AND HANDS TOGETHER- A CENTER FOR CHILDREN. IN ADDITION, MATERNAL OUTREACH MANAGEMENT SYSTEM (MOMS) RECEIVED A LOAN TO SUPPORT THEIR VITAL COMMUNITY WORK. SYSTEM OFFICE TOTAL EXPENSE: $591,032 (INCLUDING STAFF TIME TO MANAGE PORTFOLIO) (COMMUNITY BENEFIT DOLLARS) INITIATIVE: ADVOCACY FOR THE LOW-INCOME, UNINSURED AND UNDERSINSURED GOAL: A SPECIAL FOCUS ON CHILDHOOD OBESITY AND WELLNESS, SYSTEMATIC HEALTHCARE REFORM, AND PROTECTION OF THE SAFETY NET. FY10 ACCOMPLISHMENTS: ANNUALLY, THE ST. JOSEPH HEALTH SYSTEM IDENTIFIES LEGISLATIVE ADVOCACY PRIORITIES. THOSE PRIORITIES ARE SELECTED BASED ON ANTICIPATED FEDERAL AND STATE LEGISLATIVE ISSUES, AS WELL AS SPECIFIC ADVOCACY CRITERIA ESTABLISHED AND APPROVED BY THE SJHS BOARD OF TRUSTEES BASED ON THEMES OF SOCIAL TEACHING. CORE ISSUES OF CATHOLIC HEALTHCARE MINISTRY INCLUDING RELIGIOUS FREEDOM AND END OF LIFE CARE ARE ADDRESSED BY THE SJHS ADVOCACY INFRASTRUCTURE AS NEEDED THROUGHOUT THE LEGISLATIVE YEAR. WORKING CLOSELY WITH OUR MINISTRIES AND WITH SELECT NATIONAL AND STATE ORGANIZATIONS, WE ESTABLISH CLEAR ANNUAL PRIORITIES AND GENERATE LOCAL, GRASS ROOTS ACTION BY PROVIDING ALERTS TO EMPLOYEES AND COMMUNITY MEMBERS AND THEN HELPING THEM CONTACT LEGISLATORS AT CRITICAL POINTS IN THE LEGISLATIVE PROCESS. MAJOR BUDGET DEFICITS ARE HAVING SEVERE IMPACT ON STATES, PARTICULARLY CALIFORNIA, AND TO A SLIGHTLY LESSER EXTENT TEXAS. STATE AND COUNTY SAFETY NET PROGRAMS ARE AT MAJOR RISK OF BEING EXTENSIVELY CUT OR ELIMINATED. SUSTAINING GAINS IN ACCESS TO CARE THAT HAVE BEEN ACHIEVED OVER THE PAST 10 YEARS IS ALSO AT GREAT RISK DUE TO THESE SAME BUDGET DYNAMICS. THE SJHS ADVOCACY DEPARTMENT HAS FOCUSED ADVOCACY EFFORTS ON PRECLUDING OR MINIMIZING THESE IMMINENT CUTS. THE CALIFORNIA SECTION 1115 HOSPITAL WAIVER WHICH EXPIRES IN AUGUST, AS WELL AS THE HOSPITAL PROVIDER FEE PROGRAM WHICH AWAITS CMS APPROVAL, ARE TWO AREAS IN WHICH SIGNIFICANT EFFORTS ARE BEING EXERTED TO OBTAIN ADDITIONAL FEDERAL FUNDING FOR HOSPITALS. SJHS WILL CONTINUE OUR COLLABORATION WITH OTHERS TO ACHIEVE THIS FUNDING AND THEN TO PROTECT THE PROCEEDS FROM PRESENT AND FUTURE THREATS. CHILDHOOD OBESITY AND WELLNESS IN SUPPORT OF SJHS EFFORTS TO CREATE HEALTHIEST COMMUNITIES, WE WILL TRACK FEDERAL AND STATE LEGISLATIVE EFFORTS TO REDUCE CHILDHOOD OBESITY AND SEEK WAYS TO COLLABORATE WITH STATE AND FEDERAL LEGISLATORS WHO AUTHOR SUCH LEGISLATION, ADVOCATE WITH ELECTED OFFICIALS AND COMMUNITY LEADERS TO RAISE PUBLIC AWARENESS FOR CHILDHOOD OBESITY, AND ENHANCE AWARENESS OF SJHS' HEALTHY4LIFE PROGRAM THROUGH MEETING WITH ELECTED OFFICIALS AND POTENTIAL PARTNERS, TO INSURE THAT REDUCING CHILDHOOD OBESITY IS SEEN AS AN ESSENTIAL COMPONENT TO A HEALTHY COMMUNITY. SYSTEMIC HEALTH CARE REFORM CONSISTENT WITH THE SJHS VISION OF HEALTH REFORM, WE ENGAGE IN AND SUPPORT PUBLIC POLICY THAT WILL LEAD TO SYSTEMATIC HEALTH REFORM. WHILE MOVEMENT OF HEALTHCARE REFORM LEGISLATION IN CONGRESS IS CURRENTLY STALLED, SJHS ABIDES BY CATHOLIC TRADITION WHICH VIEWS ACCESS TO NECESSARY HEALTHCARE AS A FUNDAMENTAL RIGHT, AND JUSTICE DEMANDS CONTINUED ADVOCACY FOR HEALTH CARE COVERAGE FOR THE UNINSURED. SJHS WILL CONTINUE TO AGGRESSIVELY ADVOCATE FOR REFORM. SYSTEM OFFICE TOTAL EXPENSE: $329,978 (COMMUNITY BENEFIT DOLLARS) COMMUNITY INVESTMENT DURING FISCAL YEAR 2010, WE INVESTED A TOTAL OF $ 2,191,079 IN COMMUNITY BENEFIT (INCLUDING COMMUNITY BENEFIT SERVICES TO THE LOW-INCOME AND BROADER COMMUNITY), IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION GUIDELINES. BECAUSE WE ARE A SYSTEM OFFICE, THERE WAS NO CHARITY CARE, AND NO UNPAID COST TO STATE AND LOCAL PROGRAMS. COMMUNITY SERVICES FOR THE LOW-INCOME $ 584,819 COMMUNITY SERVICES FOR THE BROADER COMMUNITY $1,606,260 *IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION COMMUNITY BENEFIT REPORTING GUIDELINES FOR MORE INFORMATION ON THE ST. JOSEPH HEALTH SYSTEM GO TO: WWW.STJOE.ORG CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, QUESTION 4 THE ORGANIZATION'S BYLAWS WERE UPDATED TO DEFINE AND CLARIFY BOARD DUTIES AND OFFICER ROLES. IN ADDITION, THE LIST OF RESERVED RIGHTS WAS EXPANDED TO INCLUDE PROCESSES LEADING UP TO ACTION ON RESERVED RIGHTS. Description of Members or Stockholders FORM 990, PART VI, QUESTION 6 ST. JOSEPH HEALTH MINISTRY IS THE SOLE CORPORATE MEMBER OF ST. JOSEPH HEALTH SYSTEM. Description of Classes of Persons and the Nature of Their Rights FORM 990, PART VI, QUESTION 7a ST. JOSEPH HEALTH SYSTEM HAS A TIERED GOVERNANCE IN WHICH ST. JOSEPH HEALTH MINISTRY AS ITS SPONSOR RESERVES THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HEALTH SYSTEM BOARD AFTER A COLLABORATIVE AND INCLUSIVE RECRUITMENT AND SELECTION PROCESS. THE SISTERS OF ST. JOSEPH OF ORANGE, AS THE FOUNDING SPONSORS OF ST. JOSEPH HEALTH SYSTEM, APPOINT MEMBERS OF ST. JOSEPH HEALTH MINISTRY. RECRUITMENT AND SELECTION PROCESS. THE SISTERS OF ST. JOSEPH OF ORANGE, AS THE FOUNDING SPONSORS OF ST. JOSEPH HEALTH SYSTEM, APPOINT MEMBERS OF ST. JOSEPH HEALTH MINISTRY. DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS Form 990, Part VI, Question 7b THE CORPORATE MEMBER, ST. JOSEPH HEALTH MINISTRY, RESERVES THE RIGHT TO APPROVE THE 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. PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11 THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER(S) OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2011 MEETING. DURING THE BOARD COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE BOARD COMMITTEE CHAIR THEN PROVIDES A SUMMARY AT THE FULL BOARD MEETING. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANYTIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS WILL REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS IS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER IN CONSULTATION WITH SJHS GENERAL COUNSEL WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINES 15A AND 15B THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2010. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE. HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII LARRY AINSWORTH IS THE CEO OF ST. JOSEPH HOSPITAL OF ORANGE (SJH). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SJH AND NO HOURS TO SJHS. JASON BARKER IS THE CEO OF ST. MARY MEDICAL CENTER (SMMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SMMC AND NO HOURS TO SJHS. PETER BASTONE IS THE CEO OF MISSION HOSPITAL REGIONAL MEDICAL CENTER (MHRMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO MHRMC AND NO HOURS TO SJHS. MELINDA CLARK IS THE CEO OF COVENANT HEALTH SYSTEM (CHS). ALTHOUGH SHE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), SHE DEVOTES 50 HOURS PER WEEK TO CHS AND NO HOURS TO SJHS. KEVIN KLOCKENGA IS THE PART-YEAR CEO OF SANTA ROSA MEMORIAL HOSPITAL (SRM) AND SRM ALLIANCE HOSPITAL SERVICES (PVH). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SRMH/PVH AND NO HOURS TO SJHS. KEVIN ALSO SERVED PART OF THE YEAR AS SRM AND PVH'S COO. DURING THIS TIME HE WAS COMPENSATED BY SRM AND DEVOTED 50 HOURS PER WEEK TO SRM AND PVH. JOSEPH MARK IS THE CEO OF ST. JOSEPH HOSPITAL OF EUREKA (SJE) AND REDWOOD MEMORIAL HOSPITAL (RMH). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 41 HOURS PER WEEK TO SJE, 9 HOURS PER WEEK TO RMH, AND NO HOURS TO SJHS. LEE PENROSE IS THE CEO OF ST. JUDE MEDICAL CENTER (SJMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SJMC AND NO HOURS TO SJHS. DENNIS SISTO IS THE CEO OF QUEEN OF THE VALLEY MEDICAL CENTER (QVMC). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO QVMC AND NO HOURS TO SJHS. TAX EXEMPT BOND ISSUES FORM 990, SCHEDULE K, PART I, COLUMN F A. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COSTS OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $180,000,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF facilities owned or operated by St. Joseph Health System's affiliates in California. THE PROCEEDS ARE ALSO TO BE USED TO REFUND THE California Statewide Communities Development Authority Insured Revenue Bonds ORIGINALLY EXECUTED AND DELIVERED ON MAY 15, 2008. B. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COSTS OF ISSUANCE AND TO ESTABLISH A PROJECT FUND IN THE SUM OF $255,000,000. PROJECT FUNDS ARE TO BE UTILIZED FOR CERTAIN CONSTRUCTION, EXPANSION, REMODELING, RENOVATION, FURNISHING, AND EQUIPPING OF THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, QUEEN OF THE VALLEY MEDICAL CENTER, ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL (ORANGE), ST. MARY REGIONAL MEDICAL CENTER AND SANTA ROSA MEMORIAL HOSPITAL. THE PROCEEDS ARE ALSO TO BE USED TO REFUND THE California Statewide Communities Development Authority CERTIFICATES OF PARTICIPATION ORIGINALLY EXECUTED AND DELIVERED ON OCTOBER 22, 1997. C. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO REFUND THE LUBBOCK HEALTH FACILITIES DEVELOPMENT CORPORATION ("LHFDC") INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JUNE 30, 2000. D. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE TO BE USED TO FUND CERTAIN COSTS OF ISSUANCE AND TO REFUND THE LHFDC INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON DECEMBER 1, 1998. FORM 990, SCHEDULE K, PART II, LINE 5 B. ISSUANCE COSTS OF THE BONDS INCLUDE $7,471,224 FOR CREDIT ENHANCEMENT. D. ISSUANCE COSTS OF THE BONDS INCLUDE $1,035,827 FOR CREDIT ENHANCEMENT. FORM 990, SCHEDULE K, PART IV, LINE 2 B. THE BONDS WERE CONVERTED FROM A VARIABLE RATE TO A FIXED RATE IN MARCH OF 2008. C. THE BONDS WERE CONVERTED FROM A VARIABLE RATE TO A FIXED RATE IN AUGUST OF 2009. IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP SCHEDULE R, PART III ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 CHS HOLDING, LP EIN: 20-5477251 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET STE. 1000 ORANGE, CA 92868 METHOD USED TO DETERMINE AMOUNTS IN SCHEDULE R FORM 990, PART V, LINE 2 THE AMOUNTS REPORTED ON SCHEDULE R, PART V, LINE 2 ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. FORM 926 REGULATIONS SECTION 1.6038B-1(C) ATTACHMENT TO 06/30/2010 FORM 990 AND FORM 926 THE FOLLOWING IS ADDITIONAL INFORMATION AS REQUIRED BY REGULATIONS SECTION 1.6038B-1(C) (1) TRANSFEROR (I): ST. JOSEPH HEALTH SYSTEM EIN: 95-3589356 500 S. MAIN STREET ORANGE, CA 92868-4507 (2) TRANSFEREE (I): AMERICAN UNITY GROUP, LTD. EIN: FOREIGNUS 58 PAR-LA-VILLE ROAD, PO BOX HM 1995 HAMILTON, HM HX BERMUDA COUNTRY OF CORPORATION: BERMUDA A GENERAL DESCRIPTION OF THE TRANSFER: DEEMED CASH TRANSFER OF $16,346,251 ADDITIONAL PAID IN CAPITAL (3) CONSIDERATION RECEIVED: BEFORE AND AFTER THE EXCHANGE, ST. JOSEPH HEALTH SYSTEM OWNED 100% OF AMERICAN UNITY GROUP (4) PROPERTY TRANSFERRED (I) ACTIVE BUSINESS PROPERTY: CASH; FMV AND AB OF $16,346,251 (II) STOCK OR SECURITIES: N/A (III) DEPRECIATED PROPERTY: N/A (IV) PROPERTY TO BE LICENSED: N/A (V) PROPERTY TO BE SOLD: N/A (VI) TRANSFERS OF FSCS: N/A (VII) TAINTED PROPERTY: N/A (VIII) FOREIGN LOSS BRANCH: N/A (IX) OTHER INTANGIBLES: N/A (5) TRANSFER OF FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES: (I) BRANCH OPERATIONS: N/A (II) BRANCH PROPERTY: N/A (III) PREVIOUSLY DEDUCTED LOSSES: N/A (IV) CHARACTER OF GAIN: N/A (6): APPLICATION OF SECTION 367(A)(5): N/A THE FOLLOWING IS ADDITIONAL INFORMATION AS REQUIRED BY REGULATIONS SECTION 1.6038B-1(C) (1) TRANSFEROR (I): ST. JOSEPH HEALTH SYSTEM EIN: 95-3589356 500 S. MAIN STREET ORANGE, CA 92868-4507 (2) TRANSFEREE (I): MELLON FIRST PRINCIPLE FUND, LTD. EIN: FOREIGNUS C/O EACM ADVISORS LLC CONNECTICUT AVENUE NORWALK, CT 06854 COUNTRY OF CORPORATION: CAYMAN ISLANDS A GENERAL DESCRIPTION OF THE TRANSFER: DEEMED CASH TRANSFER OF $5,000,000 ADDITIONAL PAID IN CAPITAL (3) CONSIDERATION RECEIVED: BEFORE AND AFTER THE EXCHANGE, ST. JOSEPH HEALTH SYSTEM OWNED 11.57% AND 13.43, RESPECTIVELY, OF MELLON FIRST PRINCIPLE FUND, LTD. (4) PROPERTY TRANSFERRED (I) ACTIVE BUSINESS PROPERTY: CASH; FMV AND AB OF $5,000,000 (II) STOCK OR SECURITIES: N/A (III) DEPRECIATED PROPERTY: N/A (IV) PROPERTY TO BE LICENSED: N/A (V) PROPERTY TO BE SOLD: N/A (VI) TRANSFERS OF FSCS: N/A (VII) TAINTED PROPERTY: N/A (VIII) FOREIGN LOSS BRANCH: N/A (IX) OTHER INTANGIBLES: N/A (5) TRANSFER OF FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES: (I) BRANCH OPERATIONS: N/A (II) BRANCH PROPERTY: N/A (III) PREVIOUSLY DEDUCTED LOSSES: N/A (IV) CHARACTER OF GAIN: N/A (6): APPLICATION OF SECTION 367(A)(5): N/A THE FOLLOWING IS ADDITIONAL INFORMATION AS REQUIRED BY REGULATIONS SECTION 1.6038B-1(C) (1) TRANSFEROR (I): ST. JOSEPH HEALTH SYSTEM EIN: 95-3589356 500 S. MAIN STREET ORANGE, CA 92868-4507 (2) TRANSFEREE (I): SRI OVERSEAS PARTNERS, L.P. EIN: FOREIGNUS CORPORATE CENTER, WEST BAY ROAD PO BOX 31106 SMB GRAND CAYMAN, CAYMAN ISLANDS COUNTRY OF CORPORATION: CAYMAN ISLANDS A GENERAL DESCRIPTION OF THE TRANSFER: DEEMED CASH TRANSFER OF $5,000,000 ADDITIONAL PAID IN CAPITAL (3) CONSIDERATION RECEIVED: BEFORE AND AFTER THE EXCHANGE, ST. JOSEPH HEALTH SYSTEM OWNED 9.60% AND 11.57%, RESPECTIVELY, OF SRI OVERSEAS PARTNERS, L.P. (4) PROPERTY TRANSFERRED (I) ACTIVE BUSINESS PROPERTY: CASH; FMV AND AB OF $5,000,000 (II) STOCK OR SECURITIES: N/A (III) DEPRECIATED PROPERTY: N/A (IV) PROPERTY TO BE LICENSED: N/A (V) PROPERTY TO BE SOLD: N/A (VI) TRANSFERS OF FSCS: N/A (VII) TAINTED PROPERTY: N/A (VIII) FOREIGN LOSS BRANCH: N/A (IX) OTHER INTANGIBLES: N/A (5) TRANSFER OF FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES: (I) BRANCH OPERATIONS: N/A (II) BRANCH PROPERTY: N/A (III) PREVIOUSLY DEDUCTED LOSSES: N/A (IV) CHARACTER OF GAIN: N/A (6): APPLICATION OF SECTION 367(A)(5): N/A SECTION 409A RELIEF UNDER SECTION V.D. OF IRS NOTICE 2008-113 OPERATIONAL DEFECTS (A) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: SEE (C) BELOW. NONE OF THE AFFECTED PARTICIPANTS ARE INSIDERS. (B) THE SECTION 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 SECTION 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 SECTIONS 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 IN 2010. (BECAUSE THE FORM 990 IS OPEN TO PUBLIC INSPECTION AND THE THREAT OF IDENTITY THEFT, SSNS WILL BE PROVIDED UPON REQUEST) NAME/SOCIAL SECURITY NUMBER: CAROL AARON DATE OF WHEN THE FAILURE OCCURRED: 07/09/2010 12/31/2009 ACCOUNT BALANCE: $38,639 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED*: $42,096 NAME/SOCIAL SECURITY NUMBER: SHARI E. MCCLOSKEY DATE OF WHEN THE FAILURE OCCURRED: 05/09/2010 12/31/2009 ACCOUNT BALANCE: $17,505 PAYMENT DATE: 12/17/2010 GROSS AMOUNT DISTRIBUTED*: $19,738 * DISTRIBUTIONS DID NOT INCLUDE ANY INTEREST EARNED AFTER DECEMBER 31, 2009 FOR PARTICIPANTS WHO TERMINATED IN 2009. OPERATIONAL DEFECT (2): IN 2010 IT WAS DISCOVERED THAT 3 PARTICIPANTS, 2 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. NAME/SOCIAL SECURITY NUMBER: JAMES HARTUNG DATE OF WHEN THE FAILURE OCCURRED: 11/13/2009 12/31/2009 ACCOUNT BALANCE: $6,790 PAYMENT DATE: 12/3/2010 GROSS AMOUNT DISTRIBUTED*: $6,790 *FMV OF ACCOUNT AT TERMINATION (D) THE PLAN QUALIFIED FOR RELIEF UNDER SECTIONS 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 INVOLUNTARY SEPARATION FROM SERVICE, BUT WITHIN 60 DAYS FOLLOWING SEPARATION FROM SERVICE. HOWEVER, IF THE 60TH DAY FALLS IN THE SECOND TAX YEAR, PAYMENT WILL BE MADE IN THE SECOND 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 SECOND TAX YEAR THEN PAYMENT WILL BE MADE IN THE SECOND 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. 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