Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
ST JOSEPH HEALTH SYSTEM
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
500 S MAIN STREET
 
Room/suite
City or town, state or country, and ZIP + 4
ORANGE, CA928684507
D Employer identification number

95-3589356
E Telephone number

G Gross receipts $ 237,528,827
F Name and address of principal officer:
DEBORAH PROCTOR
500 S MAIN ST
ORANGE,CA928684507
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.STJHS.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1981
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 13
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 706
6 Total number of volunteers (estimate if necessary) .... 6 20
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 18,094 269,451
9 Program service revenue (Part VIII, line 2g) ......... 63,523,629 217,438,641
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 7,939,686 10,888,512
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 19,870,292 8,932,223
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 91,351,701 237,528,827
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,057,155 3,941,199
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 53,782,806 123,210,079
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,241,453    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 36,785,798 105,182,936
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 94,625,759 232,334,214
19 Revenue less expenses. Subtract line 18 from line 12...... -3,274,058 5,194,613
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 1,693,408,761 1,666,716,085
21 Total liabilities (Part X, line 26)............ 1,629,527,518 1,593,375,846
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 63,881,243 73,340,239
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 181,979,028 including grants of $ 3,941,199 ) (Revenue $ 226,872,953 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 181,979,028
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
332
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
706
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
15
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
DARRIN MONTALVO
500 S MAIN STREET SUITE 1000
ORANGE,CA92868
(714) 347-7500
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) RICHARD S BLAIR
BOARD TRUSTEE/COMMITTEE CHAIR
 4.0 X           0 0 0
(2) NED DOLEJSI
BOARD TRUSTEE
 2.0 X           0 0 0
(3) SISTER MARIE JEANNE GAILLAC
BOARD TRUSTEE/COMMITTEE CHAIR
 4.0 X           0 0 0
(4) FATHER TOM KOPFENSTEINER
BOARD TRUSTEE/COMMITTEE CHAIR
 4.0 X           0 0 0
(5) KEITH MARTON MD
BOARD TRUSTEE
 2.0 X           0 0 0
(6) SISTER LORAINE POLACCI
BOARD TRUSTEE
 2.0 X           0 0 0
(7) SISTER KATHLEEN PRUITT
BOARD TRUSTEE
 2.0 X           0 0 0
(8) DAN WILFORD
BOARD TRUSTEE/COMMITTEE CHAIR
 4.0 X           0 0 0
(9) SISTER CLAUDETTE DESFORGES
BOARD TRUSTEE
 2.0 X           0 0 0
(10) SISTER JO ANN EANNARENO
BOARD TRUSTEE
 2.0 X           0 0 0
(11) SISTER DIANE HEJNA
BOARD TRUSTEE
 2.0 X           0 0 0
(12) MARY LYONS PHD
BOARD TRUSTEE/COMMITTEE CHAIR
 4.0 X           0 0 0
(13) SISTER EILEEN MCNERNEY CSJ
BOARD TRUSTEE
 2.0 X           0 0 0
(14) SISTER MARY BERNADETTE MCNULTY
BOARD TRUSTEE/COMMITTEE CHAIR
 4.0 X           0 0 0
(15) PAULA L WOODS
BOARD TRUSTEE/COMMITTEE CHAIR
 4.0 X           0 0 0
(16) BILL NOCE
BOARD TRUSTEE/CHAIRMAN
 5.0 X           45,000 0 0
(17) HENRY WALKER
BD TRUSTEE/INT CEO/COMM CHAIR
 4.0 X   X       259,687 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) DEBORAH A PROCTOR
SYSTEM CEO
 50.0 X   X       1,727,345 0 310,878
(19) DARRIN MONTALVO
EVP CFO
 50.0     X       919,849 0 50,495
(20) SUSAN WHITTAKER
SVP CAO, GVCNSL
 50.0     X       764,198 0 55,818
(21) SISTER JANE HELMLINGER
VP OF MISSION INTEGRATION
 50.0     X       0 0 0
(22) JOSEPH RANDOLPH
SYSTEM EVP COO
 50.0       X     1,290,925 0 50,729
(23) ELLIOT STERNBERG
EVP, CHIEF MEDICAL OFFICER
 50.0       X     934,481 0 36,849
(24) WILLIAM MURIN
EVP, SYSTEM SERVICES
 50.0       X     858,377 0 16,833
(25) PETER BASTONE
CEO, MHRMC
 0.0       X     846,397 0 55,724
(26) DENNIS SISTO
CEO, QVMC
 0.0       X     782,271 0 40,447
(27) CLARENCE BURKE
SVP, INTEGRATED MEDICAL GROUP
 0.0       X     723,892 0 31,016
(28) LEE PENROSE
CEO, SJMC
 0.0       X     715,886 0 38,662
(29) CLYDE WESP
SVP, CHIEF MEDICAL OFFICER
 50.0       X     658,319 0 23,573
(30) KEVIN KLOCKENGA
CEO, SRM & PVH
 0.0       X     617,060 0 37,035
(31) JOSEPH MARK
CEO, SJE & RMH
 0.0       X     606,210 0 33,913
(32) ANNETTE WALKER
EVP, STRATEGIC IMPLEMENTATION
 50.0       X     593,574 0 43,000
(33) LAWRENCE STOFKO
SVP, CIO
 50.0       X     579,535 0 50,292
(34) RICHARD PARKS
CEO, CHS
 0.0       X     576,684 0 8,649
(35) JASON BARKER
CEO, SMMC
 0.0       X     564,732 0 24,006
(36) SHANNON DWYER
SVP, GENERAL COUNSEL
 50.0       X     560,088 0 48,151
(37) RYAN FAULKNER
SVP, HUMAN RESOURCES
 50.0       X     406,174 0 31,325
(38) LARRY AINSWORTH
SPECIAL ADVISOR
 0.0         X   765,542 0 41,135
(39) AZHAR QURESHI
SVP, COMMUNITY HEALTH
 50.0         X   630,648 0 31,002
(40) STEPHEN GILBERT
VP, FACILITIES
 50.0         X   566,206 0 50,806
(41) JAMES MCMANUS
VP FINANCE, SUPPLY CHAIN
 50.0         X   550,078 0 47,498
(42) JOANN ESCASA-HAIGH
SVP, FINANCE
 50.0         X   521,035 0 43,999
(43) MELINDA CLARK
CEO, CHS (FORMER KEY EMPLOYEE)
 0.0           X 367,265 0 0
(44) ADRIANA LYNCH
SVP, CORP COMM (FMR KEY EMP)
 0.0           X 331,816 0 0
(45) GEORGE PEREZ
CEO, SRM AND PVH (FMR OFFICER)
 0.0           X 317,152 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 19,080,426 0 1,201,835
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet168
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
DELOITTE CONSULTING LLP
4022 SELLS DRIVE
HERMITAGE,TN37076 		CONSULTING 6,448,118
POLSINELLI SHUGHART PC
700 WEST 47TH STREET SUITE 1000
KANSAS CITY,MO64112 		LEGAL 4,528,627
SIMPLER NORTH AMERICA LP
PO BOX 36
BLOOMFIELD,IA52537 		CONSULTING 3,426,246
NAVIN HAFFTY ASSOCIATES LLC
200 CORDWAINER DRIVE SUITE 100
NORWELL,MA02061 		LEGAL 3,017,040
DENMARK SHANNON ROLAND
PO BOX 1582
APPLE VALLEY,CA92307 		CONSTRUCTION 2,876,081
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet57
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		269,451
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 269,451
Program Service Revenue Business Code
2a SUPPORT AND SERVICE REVENUE 561,110 213,223,968 213,223,968    
b COLLECTION SERVICE REVENUE 561,110 3,513,447 3,513,447    
c MANAGEMENT FEES FROM TAX-EXEMPT ORGS. 561,110 699,996 699,996    
d ALL OTHER PROGRAM SERVICE REVENUE 900,099 1,230 1,230    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 217,438,641
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 10,888,512     10,888,512
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a REBATES AND REFUNDS 561,110 5,165,241 5,165,241    
b ASSET RETIREMENT-LIABILITY ADJ 900,099 3,153,681 3,153,681    
c EXPENSE REIMBURSEMENTS 561,110 1,115,390 1,115,390    
d All other revenue .... -502,089     -502,089
e Total. Add lines 11a–11d ......MediumBullet 8,932,223
12 Total revenue. See Instructions....MediumBullet 237,528,827 226,872,953   10,386,423
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 3,941,199 3,941,199
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 18,149,221 11,371,837 6,777,384  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 416,772   416,772  
7 Other salaries and wages 55,356,519 43,153,550 11,510,758 692,211
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 2,530,664 2,122,649 366,025 41,990
9 Other employee benefits ....... 43,121,283 31,227,206 11,524,708 369,369
10 Payroll taxes ........... 3,635,620 2,717,760 879,388 38,472
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 188,508 94,254 94,254  
c Accounting ........... 3,612,609   3,612,609  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 25,716,114 18,294,675 7,412,962 8,477
12 Advertising and promotion .... 0      
13 Office expenses ....... 6,476,323 5,559,838 908,252 8,233
14 Information technology ...... 35,845,959 35,425,115 420,844  
15 Royalties .. 0      
16 Occupancy ........... 2,710,842 1,899,321 810,788 733
17 Travel ............ 2,754,684 1,749,066 968,377 37,241
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,330,610 297,064 1,032,595 951
20 Interest ........... 2,302,321 1,795,810 506,511  
21 Payments to affiliates ....... 6,597,888 6,597,888    
22 Depreciation, depletion, and amortization ..... 5,357,892 4,179,156 1,178,736  
23 Insurance .............. 7,834,119 7,772,130 61,989  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a ASSOCIATION DUES 2,720,256 2,720,256    
b OTHER DUES 590,780 219,309 353,642 17,829
c ALL OTHER EXPENSES 1,144,031 840,945 277,139 25,947
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 232,334,214 181,979,028 49,113,733 1,241,453
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 246,598,653 2 87,569,892
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 150,000 5 116,667
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 2,737,738 9 2,732,688
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 120,200,572
b Less: accumulated depreciation. ..... 10b 22,359,458 55,876,591 10c 97,841,114
11 Investments—publicly traded securities .......... 109,254,612 11 179,773,737
12 Investments—other securities. See Part IV, line 11 ...... 37,447,593 12 23,597,949
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ......... 35,421,000 14 35,421,000
15 Other assets. See Part IV, line 11 ........... 1,205,922,574 15 1,239,663,038
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,693,408,761 16 1,666,716,085
Liabilities 17 Accounts payable and accrued expenses . 166,495,207 17 196,071,834
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 1,255,831,343 20 1,226,832,875
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 119,200,000 23 68,700,000
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 88,000,968 25 101,771,137
26 Total liabilities. Add lines 17 through 25..... 1,629,527,518 26 1,593,375,846
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 63,262,617 27 72,774,408
28 Temporarily restricted net assets ..... 618,626 28 565,831
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 63,881,243 33 73,340,239
34 Total liabilities and net assets/fund balances ..... 1,693,408,761 34 1,666,716,085
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
237,528,827
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
232,334,214
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
5,194,613
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
63,881,243
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
4,264,383
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
73,340,239
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
(1) ST JOSEPH HEALTH MINISTRY
  		271666576 01 Yes   Yes   Yes   0
Total                 0

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
ST JOSEPH HEALTH SYSTEM
  		Employer identification number

95-3589356
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
ST JOSEPH HEALTH SYSTEM
  		Employer identification number

95-3589356
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
ST JOSEPH HEALTH SYSTEM
  		Employer identification number

95-3589356
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
3,169
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
9,429
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
12,598
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
LOBBYING ACTIVITIES SCHEDULE C, PART II-B 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.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   11,230,000 11,230,000
b Buildings ................   25,300,562 11,579,261 13,721,301
c Leasehold improvements ............   6,199,348 2,959,820 3,239,528
d Equipment ................   19,995,906 7,820,377 12,175,529
e Other .................   57,474,756   57,474,756
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 97,841,114
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) INTERCO BONDS AFFILIATES 1,147,380,219
(2) INTERCO RECEIVABLES 54,777,529
(3) OTHER ASSETS 37,505,290






Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,239,663,038
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
SWAP VALUATION 44,964,253
RETIREE PLANS 42,273,708
ASBESTOS ASSET RETIREMENT LIABILITY 14,533,176






Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 101,771,137
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) SCHEDULE D, PART X, LINE 2 ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY OR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2011 OR 2010.
Schedule D (Form 990) 2010

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SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Europe (Including Iceland and Greenland) 0 0 Program Services LEPUY PILGRIMAGE 279,060
Central America and the Caribbean 0 0 Program Services SEE PART IV 47,200
Central America and the Caribbean 0 0 Investments   104,823,192
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 105,149,452
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 105,149,452
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
ACCOUNTING METHOD SCHEDULE F, PART I, LINE 3, COLUMN F THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN COLUMN F. SCHEDULE F, PART I, LINE 3, #2 EL SALVADOR/GUATEMALA PILGRIMAGE
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


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Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number
95-3589356
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ST JOSEPH HOSPITAL OF EUREKA2700 DOLBEER ST
EUREKA,CA95501 		95-1156596 501(C)(3) 3,277,751       PROGRAM SUPPORT
(2) VOLUNTEER CENTER ORANGE COUNTY1901 E FOURTH STREET
SANTA ANA,CA92705 		95-2021700 501(C)(3) 250,000       PROGRAM SUPPORT
(3) MERCY HOUSING1999 BROADWAY SUITE 1000
DENVER,CO80202 		47-0646706 501(C)(3) 150,000       PROGRAM SUPPORT
(4) THE FED OF THE CONGREGATIONS OF SISTERS ST JOSEPH11 DAVIS STREET
BELMONT,MA02478 		43-1519323 501(C)(3) 55,000       PROGRAM SUPPORT
(5) CALIFORNIA INSTITUTE FOR NURSING663 13TH STREET STE 300
OAKLAND,CA94612 		82-0570413 501(C)(3) 50,000       PROGRAM SUPPORT
(6) LATINO HEALTH ACCESS450 W 4TH ST STE 130
SANTA ANA,CA92701 		33-0562943 501(C)(3) 27,500       PROGRAM SUPPORT
(7) SISTERS OF ST JOSEPH OF ORANGE480 S BATAVIA
ORANGE,CA92868 		95-1643383 501(C)(3) 17,250       PROGRAM SUPPORT
(8) TALLER SAN JOSE801 N BROADWAY
SANTA ANA,CA92701 		59-3816355 501(C)(3) 15,000       PROGRAM SUPPORT
(9) OC HUMAN RELATIONS1300 S GRAND AVE BLDG B
SANTA ANA,CA92705 		33-0438086 501(C)(3) 10,000       PROGRAM SUPPORT
(10) COVENANT HEALTH SYSTEM FOUNDATION4000 24TH STREET
LUBBOCK,TX79410 		95-2897026 501(C)(3) 10,000       PROGRAM SUPPORT
(11) SHARE OUR SELVES1550 SUPERIOR AVENUE
COSTA MESA,CA92627 		95-3222316 501(C)(3) 10,000       PROGRAM SUPPORT
(12) BETHANY480 S BATAVIA
ORANGE,CA92856 		95-1643383 501(C)(3) 7,699       PROGRAM SUPPORT
(13) MATER DEI HIGH SCHOOL1202 W EDINGER AVENUE
SANTA ANA,CA92707 		95-1648193 501(C)(3) 5,500       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
12
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 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.
Schedule I (Form 990) 2010


Additional Data


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Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) HENRY WALKER (i)
(ii)		 259,687
0 		0
0 		0
0 		0
0 		0
0 		259,687
0 		0
0
(2) DEBORAH A PROCTOR (i)
(ii)		 1,043,102
0 		426,987
0 		257,256
0 		296,978
0 		13,900
0 		2,038,223
0 		0
0
(3) DARRIN MONTALVO (i)
(ii)		 498,761
0 		177,176
0 		243,912
0 		21,629
0 		28,866
0 		970,344
0 		0
0
(4) SUSAN WHITTAKER (i)
(ii)		 414,675
0 		143,109
0 		206,414
0 		22,023
0 		33,795
0 		820,016
0 		0
0
(5) JOSEPH RANDOLPH (i)
(ii)		 710,258
0 		241,550
0 		339,117
0 		22,031
0 		28,698
0 		1,341,654
0 		0
0
(6) ELLIOT STERNBERG (i)
(ii)		 513,547
0 		174,566
0 		246,368
0 		17,102
0 		19,747
0 		971,330
0 		0
0
(7) WILLIAM MURIN (i)
(ii)		 482,546
0 		163,542
0 		212,289
0 		7,350
0 		9,483
0 		875,210
0 		0
0
(8) PETER BASTONE (i)
(ii)		 422,410
0 		162,636
0 		261,351
0 		17,149
0 		38,575
0 		902,121
0 		37,980
0
(9) DENNIS SISTO (i)
(ii)		 395,384
0 		152,551
0 		234,336
0 		22,024
0 		18,423
0 		822,718
0 		21,372
0
(10) CLARENCE BURKE (i)
(ii)		 369,115
0 		124,998
0 		229,779
0 		17,001
0 		14,015
0 		754,908
0 		54,085
0
(11) LEE PENROSE (i)
(ii)		 395,460
0 		158,748
0 		161,678
0 		17,079
0 		21,583
0 		754,548
0 		0
0
(12) CLYDE WESP (i)
(ii)		 383,643
0 		130,820
0 		143,856
0 		9,770
0 		13,803
0 		681,892
0 		0
0
(13) KEVIN KLOCKENGA (i)
(ii)		 350,926
0 		137,694
0 		128,440
0 		9,769
0 		27,266
0 		654,095
0 		0
0
(14) JOSEPH MARK (i)
(ii)		 358,017
0 		141,332
0 		106,861
0 		9,769
0 		24,144
0 		640,123
0 		0
0
(15) ANNETTE WALKER (i)
(ii)		 369,652
0 		122,580
0 		101,342
0 		9,201
0 		33,799
0 		636,574
0 		0
0
(16) LAWRENCE STOFKO (i)
(ii)		 317,552
0 		110,323
0 		151,660
0 		16,775
0 		33,517
0 		629,827
0 		0
0
(17) RICHARD PARKS (i)
(ii)		 378,190
0 		97,587
0 		100,907
0 		0
0 		8,649
0 		585,333
0 		0
0
(18) JASON BARKER (i)
(ii)		 316,797
0 		105,138
0 		142,797
0 		9,800
0 		14,206
0 		588,738
0 		0
0
(19) SHANNON DWYER (i)
(ii)		 311,372
0 		107,392
0 		141,324
0 		17,139
0 		31,012
0 		608,239
0 		0
0
(20) RYAN FAULKNER (i)
(ii)		 267,073
0 		63,887
0 		75,214
0 		9,443
0 		21,882
0 		437,499
0 		0
0
(21) LARRY AINSWORTH (i)
(ii)		 398,610
0 		206,901
0 		160,031
0 		19,564
0 		21,571
0 		806,677
0 		0
0
(22) AZHAR QURESHI (i)
(ii)		 347,470
0 		118,028
0 		165,150
0 		16,999
0 		14,003
0 		661,650
0 		0
0
(23) STEPHEN GILBERT (i)
(ii)		 326,984
0 		99,931
0 		139,291
0 		22,018
0 		28,788
0 		617,012
0 		0
0
(24) JAMES MCMANUS (i)
(ii)		 287,715
0 		78,560
0 		183,803
0 		17,135
0 		30,363
0 		597,576
0 		44,388
0
(25) JOANN ESCASA-HAIGH (i)
(ii)		 315,643
0 		114,616
0 		90,776
0 		9,772
0 		34,227
0 		565,034
0 		0
0
(26) MELINDA CLARK (i)
(ii)		 0
0 		0
0 		367,265
0 		0
0 		0
0 		367,265
0 		0
0
(27) ADRIANA LYNCH (i)
(ii)		 0
0 		0
0 		331,816
0 		0
0 		0
0 		331,816
0 		0
0
(28) GEORGE PEREZ (i)
(ii)		 0
0 		0
0 		317,152
0 		0
0 		0
0 		317,152
0 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART 1, LINE 1A ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING TRUSTEE AND OFFICER RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION: HENRY WALKER - $306 THE HEALTH SYSTEM GROSSES UP PAYMENTS FOR LIMITED APPROVED EXPENDITURES. EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. 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 OR ALL OF THE YEAR: MELINDA CLARK - $367,265 ADRIANA LYNCH - $331,816 GEORGE PEREZ - $317,152
SCHEDULE J, PART I LINE 4B   EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM THE 457(F) PLAN: PETER BASTONE - $37,980 DENNIS SISTO - $21,372 CLARENCE BURKE - $54,085 JAMES MCMANUS - $44,388 ST. JOSEPH HEALTH SYSTEM EXECUTED A MARKET-COMPETITIVE SUPPLEMENTAL RETIREMENT PLAN AGREEMENT WITH DEBORAH PROCTOR, CHIEF EXECUTIVE OFFICER. OTHER DEFERRED COMPENSATION INCLUDES $284,836 FOR THE CURRENT YEAR VESTING. THE PLAN VESTS FROM HER HIRE DATE OF NOVEMBER 2004 THROUGH DECEMBER 2013.
SCHEDULE J, PART I LINE 7   A PORTION OF THE EXECUTIVE'S SALARY IS PLACED "AT-RISK" AND IS NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY.
Schedule J (Form 990) 2010

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number
95-3589356
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A CALIFORNIA HEALTH FACILITIES FINANCING AUTH 2009
  		52-1643828 13033LCN5 08-27-2009 426,930,280 SEE PART V   X   X   X
B CALIFORNIA STATEWIDE COMMUNITIES DEV AUTH 2007
  		68-0164610 130795CX3 04-18-2007 494,550,000 SEE PART V   X   X   X
C LUBBOCK HEALTH FACILITIES DEVELOPMENT CORP 2008A
  		52-1313557 549208DX1 05-15-2008 51,500,000 SEE PART V   X   X   X
D LUBBOCK HEALTH FACILITIES DEVELOPMENT CORP 2008B
  		52-1313557 549208DY9 06-19-2008 136,185,000 SEE PART V   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 340,000 13,400,000 3,450,000 20,180,000
2 Amount of bonds defeased . . . . 0 0 0 0
3 Total proceeds of issue . . . . 426,930,280 503,314,075 51,500,000 136,185,000
4 Gross proceeds in reserve funds . . 0 0 0 0
5 Capitalized interest from proceeds. 0 1,965,796 0 0
6 Proceeds in refunding escrow. . . . . 0 0 0 0
7 Issuance costs from proceeds . . . 4,480,280 3,420,712 0 602,023
8 Credit enhancement from proceeds. 0 7,471,224 0 1,035,827
9 Working capital expenditures from proceeds . . 0 0 0 0
10 Capital expenditures from proceeds . . 180,000,000 417,563,109 0 0
11 Other spent proceeds . . 0 0 0 0
12 Other unspent proceeds. . . 0 0 0 0
13 Year of substantial completion . . . 2009 2008 2004 1998
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X   X     X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X          
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X          
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X          
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X          
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.000 % 1.600 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0.200 % 0.200 %    
6 Total of lines 4 and 5 . . .. . . . . . 1.200 % 1.800 %    
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X          
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue? X     X   X X  
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X X  
b Name of provider . MORGAN STANLEY SVCS
  		 
  		 
  		 
 
c Term of hedge . . 25.     25.
d Was the hedge superintegrated? .   X           X
e Was a hedge terminated? .   X           X
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X X     X   X
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SCHEDULE K, PART I, COLUMN F   A. THE PROCEEDS DERIVED FROM THE SALE OF THE 2009A 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 THE FOLLOWING HEALTH CARE FACILITIES: MISSION HOSPITAL, ST. JOSEPH HOSPITAL OF EUREKA, AND ST. JUDE MEDICAL CENTER. THE ORIGINAL ISSUE DATE WAS AUGUST 27, 2009. THE PROCEEDS DERIVED FROM THE SALE OF BONDS ARE ALSO TO BE USED TO REFUND THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON JANUARY 29, 2004 & REFUNDED MAY 15, 2008 & REFUNDED AGAIN AUGUST 27,2009. 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 DERIVED FROM THE SALE OF BONDS 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 FACILTIES 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 REFUND THE LHFDC INSURED REVENUE BONDS ORIGINALLY EXECUTED AND DELIVERED ON DECEMBER 1, 1998.
SCHEDULE K, PART II, LINE 3   B. THE DIFFERENCE FROM THE BOND ISSUE PRICE IN PART I, COLUMN (E) IS DUE TO INTEREST EARNED ON THE PROJECT FUNDS PRIOR TO FINAL ALLOCATION OF PROCEEDS.
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.
Schedule K (Form 990) 2010

Additional Data


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Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) LAWRENCE STOFKO
RELOCATION 		  X 50,000 50,000   No Yes   Yes  
(2) KEVIN KLOCKENGA
RELOCATION 		  X 100,000 66,667   No Yes   Yes  
Total ...............Small Bullet $ 116,667
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Identifier Return Reference Explanation
ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, 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 REALIZING OUR MISSION THE SJHS SYSTEM OFFICE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. TODAY THE ST. JOSEPH HEALTH SYSTEM IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. SJHS IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA AND WEST TEXAS/EAST NEW MEXICO AND SERVES A DIVERSE POPULATION ESTIMATED AT 7 MILLION. THE SYSTEM INCLUDES THE SYSTEM OFFICE LOCATED IN ORANGE, CALIFORNIA, 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. THREE MISSION OUTCOMES ALONGSIDE THE ENTIRE ST. JOSEPH HEALTH SYSTEM, THE SJHS SYSTEM OFFICE IS COMMITTED TO THREE SYSTEMWIDE MISSION OUTCOMES: EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. 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. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. 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.
FY11 PROGRAM SERVICE ACCOMPLISHMENTS:   THE OVERALL GOAL OF HEALTHY FOR LIFE IS TO DECREASE THE PREVALENCE OF CHILDREN AND ADOLESCENTS WHO ARE OVERWEIGHT OR OBESE. KEY PARTNERS: SOUTHERN CALIFORNIA: ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL ORANGE, MISSION HOSPITAL- LAGUNA BEACH AND MISSION VIEJO, ST. MARY MEDICAL CENTER. NORTHERN CALIFORNIA: QUEEN OF THE VALLEY MEDICAL CENTER, ST. JOSEPH HEALTH SYSTEM-HUMBOLDT COUNTY, ST. JOSEPH HEALTH SYSTEM- SONOMA COUNTY, ST. JOSEPH HEALTH SYSTEM FOUNDATION, AND LOCAL SCHOOL DISTRICTS IN NORTHERN AND SOUTHERN CALIFORNIA SERVICE AREAS. ACCOMPLISHMENTS: CHILDHOOD OBESITY HAS INCREASED CONSIDERABLY IN THE PAST 30 YEARS. THE CENTERS FOR DISEASE CONTROL AND PREVENTION ASSERT THAT OBESITY RATES FOR CHILDREN AGED 6 TO 11 YEARS INCREASED FROM 6.5% IN 1980 TO 19.6% IN 2008. IN THE SAME TIMEFRAME, THE PREVALENCE AMONG ADOLESCENTS AGED 12 TO 19 YEARS INCREASED FROM 5.0% TO 18.1%. ACCORDING TO THE 2009 CALIFORNIA HEALTH INTERVIEW SURVEY PUBLISHED BY THE UCLA CENTER FOR HEALTH POLICY RESEARCH, 28.6% OF ADOLESCENTS AND 11.2% OF CHILDREN ARE OVERWEIGHT OR OBESE IN THE STATE OF CALIFORNIA. THE CAUSAL PATHWAYS OF OBESITY ARE MULTIFACETED AND ALTHOUGH SEDENTARY LIFESTYLES AND EXCESS CALORIC INTAKE ARE THE PRIMARY DRIVERS OF THE EPIDEMIC, THESE ARE MEDIATED BY GENETIC, SOCIOECONOMIC, AND ENVIRONMENTAL VARIABLES. SEVERAL INFLUENCING FACTORS INCLUDE: THE PERCEPTION OF UNSAFE STREETS; MORE TIME SPENT ON COMPUTERS AND WATCHING TELEVISION; GREATER RELIANCE ON THE AUTOMOBILE FOR TRANSPORTATION; LACK OF SAFE AND WELCOMING OPPORTUNITIES FOR WALKING AND BICYCLING; THE INFLUENCE OF ADVERTISING MEDIA TO CONSUME HIGH FAT AND HIGH SUGAR PRODUCTS; AND THE TENDENCY OF THOSE WITH LOW INCOMES TO CONSUME INEXPENSIVE BUT CALORIE RICH FOODS. THE OVERALL GOAL OF THE HEALTHY FOR LIFE PROGRAM IS TO DECREASE THE PREVALENCE OF CHILDREN AND ADOLESCENTS WHO ARE OVERWEIGHT OR OBESE. THE LINK BETWEEN AN UNHEALTHY WEIGHT STATUS AND CHRONIC DISEASES SUCH AS TYPE II DIABETES AND PREMATURE CARDIOVASCULAR DISEASE IS WELL ESTABLISHED. RESEARCH ALSO SUGGESTS THAT INDIVIDUALS WHO ARE OVERWEIGHT OR OBESE ARE AT GREATER RISK FOR PSYCHOLOGICAL DISTRESS INCLUDING DEPRESSION, POOR SELF-ESTEEM AND LONELINESS. HEALTHY FOR LIFE WAS DEVELOPED TO ADDRESS BOTH THE PHYSICAL AND PSYCHOLOGICAL IMPACTS OF CHILDHOOD OBESITY. THE PROGRAM'S OBJECTIVES INVOLVE TEACHING THE STUDENTS SKILLS AND PROVIDING THEM WITH TOOLS THAT WILL ENABLE THEM TO DEVELOP HEALTHIER LIFESTYLE HABITS. THE PHYSICAL AND NUTRITION EDUCATION COMPONENTS ARE SPECIFICALLY TAILORED FOR CHILDREN IN PRESCHOOL AND ELEMENTARY SCHOOL AND FOR ADOLESCENTS IN MIDDLE AND HIGH SCHOOLS. THE PHYSICAL EDUCATION COMPONENT TEACHES STUDENTS THE IMPORTANCE OF BEING PHYSICALLY ACTIVE. THE SPORTS, PLAY AND ACTIVE RECREATION FOR KIDS (SPARK) CURRICULUM IS USED FOR THE PRESCHOOL AND ELEMENTARY STUDENTS WITH LESSONS INCORPORATED INTO THEIR SCHOOL DAY. GAME CONES, NYLON ROPE, SCOOTERS, BEACH BALLS, FOAM AND KOOSH BALLS, PADDLES, HOOPS, A 20-FOOT PARACHUTE AND A CRAWL TUNNEL ARE SUPPLIED TO THE YOUNGER STUDENTS AS PART OF THE SPARK CURRICULUM. FOR THE MIDDLE AND HIGH SCHOOL STUDENTS, THE PROGRAM IS OFFERED AS A GRADED PHYSICAL EDUCATION (PE) CLASS AND THE FITNESS FOR LIFE TEXTBOOK IS USED AS A BASE FOR THE CURRICULUM. THE FITNESS EQUIPMENT FOR MIDDLE AND HIGH SCHOOLS INCLUDES BODY BARS, DUMB BELLS, JUMP ROPES, LOWER BODY BANDS, EXERCISE TUBING AND EXERCISE BALLS. AS PART OF THE PHYSICAL ACTIVITY CURRICULUM, A CERTIFIED KICKBOXING INSTRUCTOR LEADS A KICKBOXING WORKOUT SESSION TWICE A MONTH FOR THE STUDENTS. EACH SCHOOL IS PROVIDED WITH THE FITNESS EQUIPMENT REQUIRED FOR THE PROGRAM AT NO COST. THE NUTRITION EDUCATION COMPONENT OF THE PROGRAM IS INCORPORATED INTO THE PE CLASS AND AIMS TO EQUIP THE STUDENTS WITH KNOWLEDGE THAT WILL ENABLE THEM TO MAKE HEALTHIER EATING AND LIFESTYLE CHOICES. IN ADDITION TO THE CLASS, A REGISTERED DIETICIAN PROVIDES TWO HOUR-LONG NUTRITION PRESENTATIONS TO THE STUDENTS AFTER SCHOOL. FOR PRESCHOOL AND ELEMENTARY STUDENTS THE PRESENTATIONS ARE SPECIFICALLY TARGETED FOR THEIR PARENTS WHO ARE ENCOURAGED TO ATTEND THE LECTURES, OFFERED IN ENGLISH AND SPANISH. THE LESSONS AND LECTURES ARE BASED ON A VARIETY OF TOPICS INCLUDING THE IMPORTANCE OF EATING BREAKFAST DAILY, INCREASING VEGETABLE AND FRUIT CONSUMPTION, METHODS ON HOW TO PREPARE HEALTHIER CULTURAL MEALS, MINIMIZING THE CONSUMPTION OF FOODS THAT ARE HIGH IN FAT AND SUGAR, EATING OUT HEALTHY, HOW TO READ A NUTRITION LABEL, AND PORTION DISTORTION. MIDDLE AND HIGH SCHOOL STUDENTS ARE ALSO ENCOURAGED TO INPUT THEIR ACTIVITY AND FOOD LOGS INTO THE PROGRAM WEBSITE (HTTP://WWW.HEALTHYFORLIFE.ORG) AVAILABLE IN SPANISH AND ENGLISH. A LAPTOP COMPUTER IS PROVIDED TO EACH PARTICIPATING MIDDLE AND HIGH SCHOOL TO ENSURE ACCESS TO A COMPUTER. WEEKLY NUTRITION TIPS ARE ALSO SHARED WITH THE STUDENTS AND THEIR FAMILIES AT SCHOOL. THE HEALTHY FOR LIFE PROGRAM IS INNOVATIVE AND CREATIVE IN ADDRESSING THE COMMUNITY ISSUE OF CHILDHOOD OBESITY. AS PART OF THE PHYSICAL ACTIVITY COMPONENT, FITNESS INSTRUCTORS LEAD STUDENTS IN EXERCISE ROUTINES SUCH AS KICKBOXING AND ZUMBA. FURTHERMORE, THE CULTURALLY-RESPONSIVE PROGRAM ALLOWS FOR COMMUNITY ADAPTABILITY TO SERVE DISTINCTIVE GEOGRAPHIC AND DEMOGRAPHIC MAKE-UPS. TO DATE, OVER 10,000 STUDENTS HAVE BEEN IMPACTED BY THE HEALTHY FOR LIFE PROGRAM. OVER 50% OF THE STUDENTS ARE OF HISPANIC ORIGIN AND MORE THAN 80% OF THE STUDENTS ARE ENROLLED IN TITLE I SCHOOLS ACROSS THE STATE, WHICH ARE SCHOOLS WHERE 40% OF ENROLLMENT CONSISTS OF CHILDREN FROM LOW-INCOME FAMILIES. ADDITIONALLY THE INITIATIVE HAS INCREASED COMMUNITY LINKAGES BETWEEN PHYSICIANS AND SCHOOL DISTRICTS. THESE LINKAGES HAVE RESULTED IN A CULTURAL SHIFT WITH PARTICIPATING SCHOOL TEACHERS, STAFF, STUDENTS AND THEIR COMMUNITY TOWARD A COMMITMENT FOR PHYSICAL ACTIVITY. TO IMPLEMENT THE PROGRAM, SJHS AND ITS ENTITIES HAVE PARTNERED WITH SCHOOLS AND SCHOOL DISTRICTS IN THE COMMUNITIES THEY SERVE AS WELL AS THE UNIVERSITY OF CALIFORNIA-IRVINE. CALIFORNIA STATE UNIVERSITY OF FULLERTON HAS ALSO SUPPORTED THE PROGRAM THROUGH THE PROVISION OF INTERNS. RADIO DISNEY HAS BEEN VERY INVOLVED WITH THE PROGRAM BY LAUNCHING SCHOOL ASSEMBLIES, VARIOUS COMMUNITY EVENTS, AND PROMOTING THE PROGRAM ON THEIR RADIO STATION RADIO DISNEY AM1110. FUNDING WAS ALSO PROVIDED BY FIRST FIVE TO FURTHER EXPAND THE PROGRAM TO PRESCHOOLS IN THE HIGH DESERT REGION OF SAN BERNARDINO COUNTY. SINCE 2008, THE SJHS AND SJHS FOUNDATION HAVE INVESTED OVER $3 MILLION TO MAXIMIZE HEALTHY FOR LIFE'S IMPACT BY EXPANDING THE CURRICULUM TO PRE-SCHOOL, ELEMENTARY, JUNIOR HIGH AND HIGH SCHOOLS THROUGHOUT THE STATE OF CALIFORNIA. BODY MASS INDEX (BMI) DATA WAS COMPLETED FOR 2,087 STUDENTS. THE PERCENT OF STUDENTS WHO WERE OVERWEIGHT OR OBESE AT BASELINE AND YEAR END WAS 28.7% (599) AND 31% (645), RESPECTIVELY. OF THOSE WHO WERE OVERWEIGHT AT BASELINE (N=151), 57% DECREASED TO A HEALTHY WEIGHT, 38.4% MAINTAINED THIS STATUS AND 4.6% INCREASED TO OBESE BY YEAR END. OF THOSE WHO WERE OBESE AT BASELINE (N=448), 9.6% DECREASED TO A HEALTHY WEIGHT, 1.8% DECREASED TO OVERWEIGHT AND THE REMAINING 88.6% MAINTAINED THE OBESE STATUS BY YEAR END. AVERAGE BMI FOR STUDENTS WHO WERE OVERWEIGHT OR OBESE AT BASELINE DECREASED BY 0.32 FROM BASELINE TO YEAR END (P<.001). IN TERMS OF THE LIFESTYLES CHOICES, RESULTS INDICATE THAT THE STUDENTS ARE ENGAGING IN HEALTHIER BEHAVIORS. MORE STUDENTS ARE REPORTING SIXTY MINUTES OF PHYSICAL ACTIVITY AT LEAST THREE TIMES WEEKLY AT YEAR END COMPARED TO BASELINE, 87% VS. 78%, RESPECTIVELY. AT YEAR END, 28% OF THE STUDENTS REPORTED EATING FRUITS AND VEGETABLES SIX OR MORE DAYS PER WEEK COMPARED TO 24% AT BASELINE. WHOLE MILK CONSUMPTION DECLINED FROM 22% AT BASELINE TO 16% AT YEAR END. FEWER STUDENTS REPORTED EATING JUNK FOOD AT LEAST SIX DAYS PER WEEK AT THE END OF THE YEAR (9% VS. 13%). THE PERCENTAGE OF PRE-SCHOOL AND KINDERGARTEN STUDENTS WHO ANSWERED FIVE OF THE SIX QUESTIONS ON HEALTHY FOOD CHOICES INCREASED SIGNIFICANTLY FROM 12% TO 27%. FEWER STUDENTS CATEGORIZED AS OVERWEIGHT OR OBESE ARE REPORTING DAILY SCREEN TIME GREATER THAN TWO HOURS AT THE END OF THE SCHOOL YEAR COMPARED TO THE START (20% VS. 35%, RESPECTIVELY).
OUTCOMES:   ALL PARTICIPANTS ARE ASSESSED TWICE OVER THE COURSE OF THE SCHOOL YEAR; PRIOR TO THE START OF THE PROGRAM AND AT YEAR END. DURING THESE ASSESSMENTS, REGISTERED DIETICIANS COLLECT ANTHROPOMETRIC DATA BASED ON A STANDARD PROTOCOL. IN ADDITION TO THE PHYSIOLOGICAL MEASUREMENTS, THREE QUESTIONNAIRES ARE USED TO ASSESS THE STUDENTS' LIFESTYLE CHOICES AND THEIR SELF-ESTEEM. THE EIGHT-ITEM LIFESTYLE QUESTIONNAIRE USES QUESTIONS FROM PREVIOUSLY VALIDATED RESEARCH AND EXPLORES SCREEN TIME (I.E. HOURS SPENT WATCHING TELEVISION, ON THE COMPUTER, AND PLAYING VIDEO GAMES), DIETARY HABITS (I.E. CONSUMPTION OF FRUITS AND VEGETABLES, JUNK FOOD, AND MILK), PHYSICAL ACTIVITY, AND SEDENTARY BEHAVIORS. STUDENTS WHO HAVE SIGNED PARENTAL CONSENT HAVE THE FOLLOWING MEASUREMENTS OBTAINED BY THE ASSESSMENT TEAM MEMBERS: HEIGHT, WEIGHT, WAIST CIRCUMFERENCE, AND BMI CALCULATION AT THE PROGRAM'S BEGINNING, MIDDLE, AND END. UPON COMPLETION OF THE INITIAL ASSESSMENT, THE PHYSICIAN AND DIETITIAN REVIEW THE MEDICAL FORMS AND IDENTIFY STUDENTS THAT WOULD BENEFIT FROM FURTHER MEDICAL ASSESSMENT. A REFERRAL CRITERION INCLUDES OBESE STUDENTS WITH A BMI GREAT THAN OR EQUAL TO 95%, PHYSICAL SIGNS OF ACANTHOSIS NIGRICANS (A SKIN DISCOLORATION THAT IS AN EARLY INDICATOR OF A METABOLIC DISORDER) AND SEVERE ABNORMAL CARDIAC CONCERNS. THE PHYSICIAN WILL CALL THE CHILD'S PARENTS AND INFORM THEM OF THE MEDICAL FINDINGS IDENTIFIED DURING THE MEDICAL ASSESSMENT/SCREENING AND REFER THE CHILD TO A MEDICAL HOME FOR FURTHER CARE. THE PHYSICIAN WILL PROVIDE A FOLLOW-UP BY CALLING THE CHILD'S FAMILY 8-10 WEEKS LATER TO ENSURE THEY WERE ABLE TO OBTAIN ADDITIONAL MEDICAL EVALUATION BY A PHYSICIAN. THE MEASUREMENT DATA IS COLLECTED ON THE SJHS HEALTHY FOR LIFE MEDICAL FORMS THAT ARE UPLOADED INTO A TELEFORM SCANNING DATABASE AND EACH STUDENT IS ASSIGNED A UNIQUE NUMBER TO ENSURE DATA CONFIDENTIALITY. THE DATA IS THEN REVIEWED BY SJHS SYSTEM OFFICE STAFF AND STATISTICAL ANALYSES ARE CONDUCTED ON THE PROGRAM OUTCOME MEASURES TO EVALUATE THE PROGRAM'S EFFECTIVENESS. A P-VALUE LESS THAN 0.05 INDICATES A STATISTICALLY SIGNIFICANT DIFFERENCE. THE SUCCESS OF HEALTHY FOR LIFE IS MEASURED BY THE FOLLOWING OUTCOMES: A DECREASE IN BODY MASS INDEX (BMI), AN INCREASE IN SELF-ESTEEM AS MEASURED BY THE ROSENBERG SELF-ESTEEM SCALE, IMPROVEMENT IN LIFESTYLE INDICATORS, AND THE REFERRAL OF STUDENTS WITH ACANTHOSIS NIGRICANS TO MEDICAL CARE. THERE WERE 3,709 STUDENTS WHO ENROLLED IN THE PROGRAM DURING THE 2010-2011 SCHOOL YEAR. A TOTAL OF 267 (7.2%) STUDENTS WERE FOUND TO HAVE ACANTHOSIS NIGRICANS; ALL WERE SUBSEQUENTLY REFERRED FOR MEDICAL CARE. ASSESSMENTS CONDUCTED AT THE BEGINNING OF THE SCHOOL YEAR INDICATED THAT 44% OF THE PARTICIPANTS WERE OVERWEIGHT OR OBESE. BY THE END OF THE SCHOOL YEAR, 17.4% OF THESE STUDENTS REDUCED THEIR WEIGHT STATUS TO A HEALTHIER LEVEL (I.E. OVERWEIGHT TO NORMAL AND OBESE TO OVERWEIGHT OR NORMAL). THE ROSENBERG SELF-ESTEEM SCALE RANGES FROM 0-30, WITH NUMBERS BELOW 15 INDICATING LOW SELF-ESTEEM. THE PERCENT OF STUDENTS WHO HAD LOW SELF-ESTEEM DECREASED FROM 10% AT BASELINE TO 9% AT YEAR END. ALTHOUGH DIFFERENCES IN THIS OUTCOME FROM BASELINE TO YEAR END WERE NOT STATISTICALLY SIGNIFICANT, RESULTS INDICATE THAT STUDENTS ARE IMPROVING. FINDINGS ALSO SUGGEST THAT STUDENTS ARE ENGAGING IN HEALTHIER LIFESTYLES. FOR INSTANCE, MORE STUDENTS ARE PHYSICALLY ACTIVE WITH 42% AT YEAR END REPORTING EXERCISE FOR SIX OR MORE DAYS A WEEK COMPARED TO A BASELINE OF 30% (P=.000). THE PERCENTAGE OF STUDENTS WHO REPORT EATING FIVE SERVINGS OF FRUITS AND VEGETABLES SIX DAYS OR MORE PER WEEK INCREASED FROM 28% TO 34% FROM BASELINE TO YEAR END (P=.000). FEWER STUDENTS ARE REPORTING THAT THEY PARTICIPATE IN SCREEN TIME FOR MORE THAN TWO HOURS PER DAY (20% VS. 23%; P=.002). THE PERCENTAGE OF PRE-SCHOOL AND KINDERGARTEN STUDENTS WHO CORRECTLY ANSWERED AT LEAST FIVE OF THE SIX QUESTIONS ON HEALTHY ACTIVITY CHOICES INCREASED FROM 31.9% TO 38.1%. FEWER STUDENTS ARE REPORTING DAILY SCREEN TIME GREATER THAN TWO HOURS AT THE END OF THE SCHOOL YEAR COMPARED TO THE START (19.4% VS. 23.2%, RESPECTIVELY). THE STUDENTS IN THE HEALTHY FOR LIFE PROGRAM MADE MANY IMPROVEMENTS OVER THE COURSE OF THE SCHOOL YEAR. OVERALL, RESULTS INDICATE THAT BODY MASS INDEX (BMI) DECREASED SIGNIFICANTLY FOR STUDENTS CLASSIFIED AS OVERWEIGHT OR OBESE. STUDENTS ALSO DEMONSTRATED SIGNIFICANT IMPROVEMENTS IN SELF-ESTEEM SCORES AND INDICATORS FOR LIFESTYLE BEHAVIOR. HEALTHY FOR LIFE HAS IMPORTANT IMPLICATIONS FOR HEALTH PRACTITIONERS. THE PROGRAM HAS THE POTENTIAL TO IMPROVE THE HEALTH OF UNDERPRIVILEGED YOUTH WHOSE NEIGHBORHOODS ARE UNSAFE AND OFTEN LACK FACILITIES FOR EXERCISE. FURTHERMORE, HEALTHY FOR LIFE PROVIDES A SAFE, ACCESSIBLE, AND EFFECTIVE METHOD TO MINIMIZE THE CAUSAL FACTORS OF OBESITY. INITIATIVE: COMMUNITY INVESTMENT FUND THE COMMUNITY LOAN PROGRAM PROVIDES CAPITAL IN THE FORM OF LOW-INTEREST LOANS TO QUALIFIED NON-PROFIT ENTITIES FOR THE PURPOSE OF PROMOTING A SOCIAL GOOD AND THE DEVELOPMENT OF HEALTHIER COMMUNITIES. FY 11 ACCOMPLISHMENTS: THERE WERE A TOTAL OF 12 LOW-INCOME ACTIVE INVESTMENTS IN FY11 MANAGED BY THE SJHS SYSTEM OFFICE TREASURY DEPARTMENT. INVESTMENTS RANGED FROM INVESTMENT LOANS, LINES OF CREDIT AND CD COLLATORAL. THE PARTICIPATING ORGANIZATIONS INCLUDED BUT WERE 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), THINK TOGETHER, AND SELF-HELP CREDIT UNION RECEIVED A LOAN TO SUPPORT THEIR VITAL COMMUNITY WORK. TOTAL COMMUNITY INVESTMENT: DURING FISCAL YEAR 2011, WE INVESTED A TOTAL OF $2,070,326 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 WERE NO CHARITY CARE AND UNPAID COST TO STATE AND LOCAL PROGRAMS. COMMUNITY SERVICES FOR THE LOW-INCOME $586,683 COMMUNITY SERVICES FOR THE BROADER COMMUNITY* $1,483,643 * INCLUDES COMMUNITY BUILDING CATEGORY FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH SYSTEM, PLEASE VISIT WWW.STJOE.ORG.
DESCRIPTION OF CLASSES 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 SPONSOR OF ST. JOSEPH HEALTH SYSTEM, APPOINTS MEMBERS OF ST. JOSEPH HEALTH MINISTRY.
DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & 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.
DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11B THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION, AS APPLICABLE. THE FORM 990 IS THEN REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2012 MEETING. DURING THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE AUDIT AND CORPORATE RESPONSIBILITY 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, QUESTION 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 CONFLICTS OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION, OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE AUDIT AND CORPORATE RESPONSIBILITY COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS 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.
OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 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 AND 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 FOUR TIMES A YEAR AND ALL CRITICAL DECISIONS ARE MADE DURING THE WORKLIFE COMMITTEE MEETINGS OR IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN SEPTEMBER 2011.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 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 ORGANIZATION FORM 990, PART VII SISTER MARIE JEANNE GAILLAC SERVES ON THE BOARD OF ST. JOSEPH HEALTH SYSTEMS (SJHS), AS WELL AS ST. JOSEPH EUREKA (SJE), REDWOOD MEMORIAL HOSPITAL (RMH) AND ST. JUDE MEDICAL CENTER (SJMC). SHE DEVOTES 2 HOURS PER WEEK TO SJMC AND 2 HOURS TO SJE AND 2 HOURS TO RMH. SISTER CLAUDETTE DESFORGES IS THE VP OF MISSION INTEGRATION AT SJMC AND SERVES ON THE BOARD OF SJHS AND HERITAGE HEALTH FOUNDATION (HHF). SHE DEVOTES 50 HOURS PER WEEK TO SJMC AND 2 HOURS PER WEEK TO HHF. SISTER JO ANN EANNARENO SERVES ON THE BOARD OF SJHS AND ALSO SERVES ON THE BOARD AND IS AN OFFICER OF ST. JOSEPH EUREKA (SJE) AND REDWOOD MEMORIAL HOSPITAL (RMH). SHE DEVOTES 2 HOURS PER WEEK TO EACH HOSPITAL. SISTER DIANE HEJNA SERVES ON THE BOARD OF SJHS AND ALSO SERVES ON THE BOARD OF SJE AND RMH. SHE DEVOTES 2 HOURS PER WEEK TO EACH HOSPITAL. SISTER EILEEN MCNERNEY SERVES ON THE BOARD OF SJHS AND MISSION HOSPITAL REGIONAL MEDICAL CENTER (MHRMC). SHE DEVOTES 2 HOURS PER WEEK TO MHRMC. DEBORAH PROCTOR IS THE CEO OF SJHS AND SERVES ON THE BOARD OF ST. JOSEPH HEALTH SYSTEM FOUNDATION (SJHSF) AND ST. JOSEPH EUREKA (SJE). SHE DEVOTES 2 HOURS PER WEEK TO SJHSF AND 2 HOURS TO SJE. DARRIN MONTALVO IS CHIEF FINANCIAL OFFICER OF SJHS AND SERVES ON THE BOARD OF QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) AND AN OFFICER OF HERITAGE HEALTH FOUNDATION (HHF). HE DEVOTES 2 HOURS PER WEEK TO QVMC AND 10 HOURS TO HHF. SUSAN WHITTAKER IS THE CHIEF ADMINISTRATIVE OFFICER OF SJHS AND SERVES ON THE BOARD OF SJE. SHE DEVOTES 2 HOURS PER WEEK TO THE HOSPITAL. SISTER JAYNE HELMLINGER IS THE EVP OF MISSION INTEGRATION OF SJHS AND SERVES ON THE BOARD OF SJHSF, SJE AND RMH. SHE DEVOTES 2 HOURS PER WEEK TO EACH HOSPITAL AND 5 HOURS TO SJHSF. JOSEPH RANDOLPH IS THE CHIEF OPERATING OFFICER OF SJHS AND SERVES ON THE BOARD OF ST. JOSEPH HOSPITAL ORANGE (SJO). HE DEVOTES 2 HOURS PER WEEK TO THE HOSPITAL. WILLIAM MURIN IS THE EXECUTIVE VICE PRESIDENT OF SYSTEM SERVICES OF SJHS AND SERVES ON THE BOARD OF MHRMC. HE DEVOTES 2 HOURS PER WEEK TO MHRMC. CLYDE WESP IS THE SVP CHIEF MEDICAL OFFICER OF SJHS AND SERVES ON THE BOARD OF ST. JOSEPH HOME CARE NETWORK (SJHCN). HE DEVOTES 2 HOURS PER WEEK TO SJHCN. ANNETTE WALKER IS THE EXECUTIVE VICE PRESIDENT OF STRATEGIC IMPLEMENTATION AND SERVES ON THE BOARD OF SANTA ROSA MEMORIAL HOSPITAL (SRMH). SHE DEVOTES 2 HOURS PER WEEK TO THE HOSPITAL. LEE PENROSE IS THE CEO OF ST. JUDE MEDICAL CENTER (SJMC) AND A BOARD MEMBER OF HHF. ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SJMC AND 2 HOURS TO HHF. 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. 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. 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. KEVIN KLOCKENGA IS THE CEO OF SANTA ROSA MEMORIAL HOSPITAL (SRM) AND SRM ALLIANCE HOSPITAL SERVICES (PVH) AND A BOARD MEMBER OF SJHCN. ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SRM/PVH AND NO HOURS TO SJHS AND 2 HOURS TO SJHCN. JOSEPH MARK IS THE CEO OF ST. JOSEPH HOSPITAL-EUREKA (SJE) AND REDWOOD MEMORIAL HOSPITAL (RMH) AND A BOARD MEMBER OF SJE AND RMH. ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO SJE/ RMH AND NO HOURS TO SJHS AND 2 HOURS TO EACH HOSPITAL AS BOARD MEMBER. RICHARD PARKS IS THE CEO OF COVENANT HEALTH SYSTEMS (CHS). ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO CHS AND NO HOURS TO SJHS. CLARENCE BURKE IS THE CEO OF HERITAGE HEALTH FOUNDATION. ALTHOUGH HE IS COMPENSATED BY ST. JOSEPH HEALTH SYSTEM (SJHS), HE DEVOTES 50 HOURS PER WEEK TO HHF AND NO HOURS TO SJHS. LARRY AINSWORTH IS THE SPECIAL ADVISOR FOR ST. JOSEPH HOSPITAL ORANGE (SJO). ALTHOUGH HE IS COMPENSATED BY SJHS, HE DEVOTES 50 HOURS PER WEEK TO SJO AND NO HOURS TO SJHS. STEPHEN GILBERT IS THE VICE PRESIDENT OF FACILITIES OF SJHS AND SERVES ON THE BOARD OF SMMC. HE DEVOTES 2 HOURS PER WEEK TO THE HOSPITAL.
OTHER CHANGES IN NET ASSETS OR FUND BALANCE FORM 990, PART XI, LINE 5 CHANGE IN FMV OF INTEREST SWAP AGREEMENTS 12,217,021 UNREALIZED GAIN EXCLUDED FROM REVENUE 10,942,383 RETIREE HEALTH VALUATION ADJUSTMENTS (13,969,454) INTERCOMPANY HOSPITAL PROVIDER FEES 7,363,235 INTERCOMPANY ASBESTOS RESERVE TRANSFER (12,286,671) GRANT FUNDS BOOKED TO LIABILITY (2,131) -------------- TOTAL $4,264,383
409A DOCUMENT CORRECTION UNDER VI.B, VII.C & XI.A OF IRS NOTICE 2010-06 DOCUMENT DEFECTS 1) NAME AND SOCIAL SECURITY NUMBERS OF AFFECTED PARTICIPANTS: NOT APPLICABLE. NONE OF THE EMPLOYEES ARE INSIDERS. 2) THE 409A FAILURE OCCURRED WITH RESPECT TO THE ST. JOSEPH HEALTH SYSTEM 457(F) PLAN ("PLAN"). 3) THE 409A PLAN FAILURES ARE ELIGIBLE FOR CORRECTION UNDER THE TERMS OF VI.B, VII.C AND XI.A OF IRS NOTICE 2010-6. THE EMPLOYER HAS TAKEN ALL ACTIONS REQUIRED BEFORE DECEMBER 31, 2010, AND OTHERWISE MET ALL REQUIREMENTS FOR SUCH CORRECTION. NO PARTICIPANT IS REQUIRED TO REPAY ANY AMOUNT TO THE PLAN IN A SUBSEQUENT TAX YEAR, NOR IS ANY AMOUNT REQUIRED TO BE INCLUDED IN INCOME UNDER 409A AS PART OF THE CORRECTION. THE CORRECTIVE AMENDMENT WAS SIGNED ON OCTOBER 6, 2010. THE DATE OF THE EVENT CAUSING THE AFFECTED PARTICIPANT TO INCLUDE HIS PLAN ACCOUNT IN GROSS INCOME WAS HIS VOLUNTARY TERMINATION DATE. 4) DESCRIPTION OF EACH FAILURE: NAME/SOCIAL SECURITY NUMBER: CAROL AARON VOLUNTARY TERMINATION DATE: 6/9/2010 GROSS AMOUNT INVOLVED IN DOCUMENT FAILURE: $42,096 AMOUNT REPORTED AS INCLUDIBLE IN INCOME UNDER 409A: $0 PERCENTAGE OF AMOUNT INVOLVED IN DOCUMENT FAILURE REQUIRED TO BE INCLUDED IN INCOME UNDER 409A: 0% NAME/SOCIAL SECURITY NUMBER: SHARI E. MCCLOSKEY VOLUNTARY TERMINATION DATE: 3/10/2010 GROSS AMOUNT INVOLVED IN DOCUMENT FAILURE: $19,738 AMOUNT REPORTED AS INCLUDIBLE IN INCOME UNDER 409A: $0 PERCENTAGE OF AMOUNT INVOLVED IN DOCUMENT FAILURE REQUIRED TO BE INCLUDED IN INCOME UNDER 409A: 0% BECAUSE FORM 990 IS OPEN TO PUBLIC INSPECTION AND THE THREAT OF IDENTITY THEFT, SOCIAL SECURITY NUMBERS WILL BE PROVIDED BY SEPARATE COVER UPON WRITTEN REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST JOSEPH HEALTH SYSTEM
 
Employer identification number

95-3589356
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) REVENUE CYCLE SERVICES LLC
500 S Main Street
Orange,CA92868
27-2109314 		HEALTHCARE CA 3,513,447 2,501,718 NA
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) ST JOSEPH HEALTH SYSTEM FDN

500 S MAIN STREET SUITE 1000

ORANGE,CA928684507
33-0143024 		HEALTHCARE CA 501(C)(3) 7 SJHS
 
 
 
(2) ST MARY MEDICAL CENTER

18300 HIGHWAY 18

APPLE VALLEY,CA92307
95-1914489 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(3) COVENANT HEALTH SYSTEM

3615 19TH STREET

LUBBOCK,TX79410
75-2765566 		HEALTHCARE TX 501(C)(3) 3 SJHS
 
 
 
(4) SISTERS OF ST JOSEPH OF ORANGE

480 S BATAVIA

ORANGE,CA92868
95-1643383 		RELIGIOUS ORG CA 501(C)(3) 1 NA
 
 
 
(5) ST JOSEPH HEALTH MINISTRY

500 S MAIN STREET SUITE 400

ORANGE,CA92868
27-1666576 		RELIGIOUS ORG CA 501(C)(3) 1 SSJO
 
 
 
(6) ST JOSEPH HEALTH FDN OF N CALIFORNIA

PO BOX 552

SANTA ROSA,CA95405
68-0338070 		INACTIVE CA 501(C)(3) 11, I SRMH
 
 
 
(7) ST JOSEPH HOME CARE NETWORK

170 PROFESSIONAL CENTER DR B

ROHNERT PARK,CA94928
68-0331084 		HEALTHCARE CA 501(C)(3) 9 SJHS
 
 
 
(8) REDWOOD MEMORIAL FOUNDATION

3300 RENNER DRIVE

FORTUNA,CA95540
94-2779313 		FOUNDATION CA 501(C)(3) 7 RMH
 
 
 
(9) ST JUDE HOSPITAL YORBA LINDA

279 E IMPERIAL HWY 750

FULLERTON,CA92835
33-0185031 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(10) CAMINO HEALTH CENTER

30300 CAMINO CAPISTRANO

SAN JUAN CAPISTRANO,CA92675
33-0574214 		HEALTHCARE CA 501(C)(3) 7 MHRMC
 
 
 
(11) METHODIST CHILDREN'S HOSPITAL

3610 21ST STREET

LUBBOCK,TX79410
75-2428911 		HEALTHCARE TX 501(C)(3) 3 CHS
 
 
 
(12) QUEEN OF THE VALLEY MEDICAL CENTER

1000 TRANCAS STREET

NAPA,CA94558
94-1243669 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(13) METHODIST HOSPITAL PLAINVIEW

2601 DIMMITT ROAD

PLAINVIEW,TX79072
75-2426010 		HEALTHCARE TX 501(C)(3) 3 CHS
 
 
 
(14) METHODIST HOSPITAL LEVELLAND

1900 COLLEGE AVENUE

LEVELLAND,TX79336
75-2246348 		HEALTHCARE TX 501(C)(3) 3 CHS
 
 
 
(15) HOSPICE OF LUBBOCK

1102 SLIDE ROAD

LUBBOCK,TX79414
75-2133781 		HEALTHCARE TX 501(C)(3) 9 CHS
 
 
 
(16) COVENANT HEALTH SYSTEM FOUNDATION

4000 24TH STREET

LUBBOCK,TX79410
75-2897026 		HEALTHCARE TX 501(C)(3) 7 CHS
 
 
 
(17) LUBBOCK METHODIST HOSPITAL FOUNDATION

3615 19TH STREET

LUBBOCK,TX79410
75-2220963 		HEALTHCARE TX 501(C)(3) 7 CHS
 
 
 
(18) ST MARY OF THE PLAINS HOSPITAL FDN

4000 24TH STREET

LUBBOCK,TX79410
75-1653181 		HEALTHCARE TX 501(C)(3) 7 CHS
 
 
 
(19) COVENANT MEDICAL GROUP

3420 22ND PLACE

LUBBOCK,TX79410
75-2743883 		HEALTHCARE TX 501(C)(3) 3 CHS
 
 
 
(20) COVENANT HEALTH PARTNERS

3615 19TH STREET

LUBBOCK,TX79410
61-1573313 		HEALTHCARE TX 501(C)(3) 11, I CHS
 
 
 
(21) ST JUDE MEMORIAL FOUNDATION

1440 N HARBOR BLVD 200

FULLERTON,CA92835
95-3607229 		HEALTHCARE CA 501(C)(3) 11, I SJMC
 
 
 
(22) MISSION HOSPITAL REG MED CTR FDN

27700 MEDICAL CENTER ROAD

MISSION VIEJO,CA92691
33-0406118 		HEALTHCARE CA 501(C)(3) 7 MHRMC
 
 
 
(23) SANTA ROSA MEMORIAL HOSPITAL

1165 MONTGOMERY DRIVE

SANTA ROSA,CA95405
94-1231005 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(24) SRM ALLIANCE HOSPITAL SERVICES

400 NORTH MCDOWELL BLVD

PETALUMA,CA94954
68-0395200 		HEALTHCARE CA 501(C)(3) 3 SRMH
 
 
 
(25) ST JOSEPH HOSPITAL OF EUREKA

2700 DOLBEER STREET

EUREKA,CA95501
94-1156596 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(26) REDWOOD MEMORIAL HOSPITAL

3300 RENNER DRIVE

FORTUNA,CA95540
94-1384665 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(27) ST JUDE HOSPITAL INC

101 EAST VALENCIA MESA DRIVE

FULLERTON,CA92835
95-1643325 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(28) ST JOSEPH HOSPITAL OF ORANGE

1100 WEST STEWART DRIVE

ORANGE,CA92868
95-1643359 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(29) MISSION HOSPITAL REGIONAL MEDICAL CENTER

27700 MEDICAL CENTER ROAD

MISSION VIEJO,CA92691
95-1643360 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
 
 
(30) HOME CARE PARTNERS

1165 MONTGOMERY DR

SANTA ROSA,CA954054801
68-0318656 		INACTIVE CA 501(C)(3) 3 SRMH
 
 
 
(31) TALLER SAN JOSE

801 NORTH BROADWAY

SANTA ANA,CA92701
59-3816355 		WORKFORCE DEV CA 501(C)(3) 2 SSJO
 
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) ST JOSEPH HLTH SYS HOME HLTH AGENCY

1845 W ORANGEWOOD AVENUE STE 200
ORANGE,CA928682012
33-0282945 		HOME HEALTH CA PSE
  		RELATED 0 0   No 0   No 0 %
(2) ST JOSEPH HLTH SYS HOME CARE SVCS

1845 W ORANGEWOOD AVE STE 100
ORANGE,CA928682012
33-0307672 		HOME HEALTH CA PSE
  		RELATED 0 0   No 0   No 0 %
(3) METHODIST DIAGNOSTIC IMAGING

4005 24TH STREET
LUBBOCK,TX79410
75-2343261 		HEALTHCARE SVCS TX LMHSI
  		RELATED 0 0   No 0   No 0 %
(4) SHA LLC

12940 NORTH HIGHWAY 183
AUSTIN,TX78750
75-2569094 		HEALTHCARE SVCS TX LMHSI
  		RELATED 0 0   No 0   No 0 %
(5) LUBBOCK SURGERY CENTER LTD

4000 24TH STREET
LUBBOCK,TX79410
75-2177401 		HEALTHCARE SVCS TX CHS
  		RELATED 0 0   No 0   No 0 %
(6) COVENANT LONG-TERM CARE LP

4000 24TH STREET
LUBBOCK,TX79410
20-5033419 		HEALTHCARE SVCS TX CHS
  		RELATED 0 0   No 0   No 0 %
(7) HERITAGE INVESTMENT GROUP

 
 
27-1000061 		INVESTMENT CA PSE
  		EXCLUDED 0 0   No 0   No 0 %
(8) MISSION AMBULATORY SURGICENTER LTD

26730 CROWN VALLEY PKWY 1 ST FL
MISSION VIEJO,CA92691
33-0355575 		HEALTHCARE SVCS CA MHRMC
  		RELATED 0 0   No 0   No 0 %
(9) COMPREHENSIVE IMAGING PARTNERS OF OCLLC

1 CITY BOULEVARD WEST 1110
ORANGE,CA92868
26-4591502 		HEALTHCARE SVCS CA SJO
  		RELATED 0 0   No 0   No 0 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) ST JOSEPH PROF SVCS ENTERPRISES INC
500 S MAIN STREET SUITE 700
ORANGE,CA92868
33-0155323 		HEALTHCARE SVCS CA NA
  		C CORP 0 0 100.000 %
(2) AMERICAN UNITY GROUP LTD
 
 
CAPTIVE INSURANCE BD NA
  		C CORP 16,161,710 67,239,397 100.000 %
(3) ALLIANCE PHYSICIAN SERVICES
 
 
INACTIVE CA SRMH
  		C CORP 0 0 0 %
(4) MISSION VIEJO MEDICAL VENTURES
27800 MEDICAL CENTER RD 354
MISSION VIEJO,CA92691
33-0212905 		HEALTHCARE SVCS CA MHRMC
  		C CORP 0 0 0 %
(5) MISSION MEDICAL CENTER ASSOCIATION
27800 MEDICAL CENTER RD 354
MISSION VIEJO,CA92691
33-0201044 		HEALTHCARE SVCS CA MHRMC
  		C CORP 0 0 0 %
(6) ST JOSEPH YORBA PARK
 
 
INACTIVE CA SJHHF
  		C CORP 0 0 0 %
(7) LUBBOCK METHODIST HOSP SVCS
PO BOX 1201
LUBBOCK,TX79410
75-2118585 		HEALTHCARE SVCS TX CHS
  		C CORP 0 0 0 %
(8) LUBBOCK METHODIST HOSP PRACTICE MGMT
2107 OXFORD STREET SUITE 300
LUBBOCK,TX79410
75-2578995 		INACTIVE TX CHS
  		C CORP 0 0 0 %
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ST JOSEPH HOSPITAL OF ORANGE

 K 21,958,379  
(2) ST JOSEPH HOSPITAL OF ORANGE

 R 24,562,902  
(3) ST JOSEPH HOSPITAL OF ORANGE

 P 33,796,859  
(4) ST JUDE HOSPITAL INC

 K 19,129,128  
(5) ST JUDE HOSPITAL INC

 R 19,994,164  
(6) ST JUDE HOSPITAL INC

 P 23,112,767  
(7) ST MARY MEDICAL CENTER

 K 7,615,591  
(8) ST MARY MEDICAL CENTER

 R 2,599,018  
(9) ST MARY MEDICAL CENTER

 P 17,239,628  
(10) QUEEN OF THE VALLEY MEDICAL CENTER

 K 9,395,945  
(11) QUEEN OF THE VALLEY MEDICAL CENTER

 R 3,968,737  
(12) QUEEN OF THE VALLEY MEDICAL CENTER

 P 16,383,210  
(13) SANTA ROSA MEMORIAL HOSPITAL

 K 13,106,142  
(14) SANTA ROSA MEMORIAL HOSPITAL

 R 9,225,820  
(15) SANTA ROSA MEMORIAL HOSPITAL

 P 24,674,454  
(16) ST JOSEPH HOSPITAL OF EUREKA

 K 5,699,580  
(17) ST JOSEPH HOSPITAL OF EUREKA

 P 11,570,726  
(18) ST JOSEPH HOSPITAL OF EUREKA

 R 3,761,997  
(19) ST JOSEPH HOSPITAL OF EUREKA

 B 3,277,751  
(20) REDWOOD MEMORIAL HOSPITAL

 K 1,302,471  
(21) REDWOOD MEMORIAL HOSPITAL

 P 2,347,151  
(22) REDWOOD MEMORIAL HOSPITAL

 R 326,298  
(23) COVENANT HEALTH SYSTEM

 K 30,465,617  
(24) COVENANT HEALTH SYSTEM

 R 23,719,268  
(25) COVENANT HEALTH SYSTEM

 P 30,023,301  
(26) MISSION HOSPITAL REGIONAL MEDICAL CENTER

 K 14,032,130  
(27) MISSION HOSPITAL REGIONAL MEDICAL CENTER

 R 14,669,921  
(28) MISSION HOSPITAL REGIONAL MEDICAL CENTER

 P 24,891,001  
(29) SRM ALLIANCE HOSPITAL SERVICES

 K 3,177,719  
(30) SRM ALLIANCE HOSPITAL SERVICES

 R 1,157,874  
(31) SRM ALLIANCE HOSPITAL SERVICES

 P 5,924,958  
(32) AMERICAN UNITY GROUP LTD

 P 916,712  
(33) AMERICAN UNITY GROUP LTD

 R 5,293,600  
(34) ST JUDE HOSPITAL YORBA LINDA

 P 10,179,847  
(35) CAMINO HEALTH CENTER

 P 82,789  
(36) ST JOSEPH HOME CARE NETWORK

 P 1,705,453  
(37) ST JOSEPH HEALTH SYSTEM HOME HEALTH CARE SVC

 P 2,622,540  
(38) ST JOSEPH PROFESSIONAL SERVICES ENTERPRISES

 P 88,228  
(39) ST JOSEPH HEALTH SYSTEM FOUNDATION

 K 348,504  
(40) ST JOSEPH HEALTH SYSTEM FOUNDATION

 P 2,658,663  
(41) COVENANT HEALTH PARTNERS

   0  
(42) COVENANT MEDICAL GROUP

   0  
(43) HOME CARE PARTNERS

   0  
(44) HOSPICE OF LUBBOCK

   0  
(45) LUBBOCK METHODIST HOSPITAL FOUNDATION

   0  
(46) METHODIST CHILDREN'S HOSPITAL

   0  
(47) METHODIST HOSPITAL LEVELLAND

   0  
(48) METHODIST HOSPITAL PLAINVIEW

   0  
(49) MISSION HOSPITAL REGIONAL MEDICAL CENTER FDN

   0  
(50) REDWOOD MEMORIAL FOUNDATION

   0  
(51) ST JOSEPH HEALTH FOUNDATION OF N CALIFORNIA

   0  
(52) ST JUDE MEMORIAL FOUNDATION

   0  
(53) ST MARY OF THE PLAINS HOSPITAL FOUNDATION

   0  
(54) METHODIST DIAGNOSTIC IMAGING

   0  
(55) SHA LLC

   0  
(56) LUBBOCK SURGERY CENTER LTD

   0  
(57) COVENANT LONG-TERM CARE LP

   0  
(58) COMPREHENSIVE IMAGING PARTNERS OF OC LLC

   0  
(59) ALLIANCE PHYSICIAN SERVICES

   0  
(60) MISSION VIEJO MEDICAL VENTURES

   0  
(61) MISSION MEDICAL CENTER ASSOCIATION

   0  
(62) ST JOSEPH YORBA PARK

   0  
(63) LUBBOCK METHODIST HOSPITAL SERVICES

   0  
(64) LUBBOCK METHODIST HOSPITAL PRACTICE

   0  
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
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 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET STE. 1000 ORANGE, CA 92868 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362 MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100 ORANGE, CA 92868
Additional Data


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